I am working on a future presentation regarding checklists. I saw this post from my friend, Steve Jones, and I figured it was worth a reblog (not to mention that I can refer to this for my reference).
One of the things I always recommend is that when you upgrade a SQL Server instance, you perform a side by side migration to a new host instead of an in-place upgrade. My main concern is risk. While the upgrade process is fairly smooth, I still have hiccups installing SQL Server at times, and for a live server, the last thing I want to do is have to uninstall SQL Server and reinstall an old version.
Apart from the risk, I also think an upgrade is a great time to refresh hardware. If you’re paying for the latest bits, I’d spend a little more for newer hardware if I can. The cost usually isn’t much compared to SQL licenses, especially these days with hardware being very cheap and powerful. New hardware also gives me a staging place to test the migrations, without disturbing the existing system.
Planning the migration across…
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