Migrate data from a PolarDB-X 2.0 instance to a self-managed Oracle database - Data Transmission Service

This topic describes how to migrate data from a PolarDB-X 2.0 instance to a self-managed Oracle database by using Data Transmission Service (DTS).

Prerequisites

A self-managed Oracle database is created. The available storage space of the destination self-managed Oracle database is larger than the total size of the data in the source PolarDB-X 2.0 instance.
A schema is created in the self-managed Oracle database.
Note
A schema is automatically created when you create a user in the Oracle database.

Limits

Note

During schema migration, DTS migrates foreign keys from the source database to the destination database.

Category	Description
Limits on the source database	The tables to be migrated must have PRIMARY KEY or UNIQUE constraints, and all fields must be unique. Otherwise, the destination database may contain duplicate data records. If you select tables as the objects to be migrated and you need to modify the tables in the destination database, such as renaming tables or columns, up to 5,000 tables can be migrated in a single data migration task. If you run a task to migrate more than 5,000 tables, a request error occurs. In this case, we recommend that you configure multiple tasks to migrate the tables in batches or configure a task to migrate the entire database. If the name of a table to be migrated from the source PolarDB-X 2.0 instance contains uppercase letters, you can perform only schema migration. By default, binary logging is enabled for a PolarDB-X 2.0 instance. Make sure that the binlog_row_image parameter is set to full. For more information, see Parameter settings. Otherwise, error messages are returned during the precheck and the data migration task cannot be started.
Other limits	Before you migrate data, evaluate the impact of data migration on the performance of the source and destination databases. We recommend that you migrate data during off-peak hours. During initial full data migration, DTS uses the read and write resources of the source and destination databases. This may increase the loads on the database servers. During initial full data migration, concurrent INSERT operations cause fragmentation in the tables of the destination database. After initial full data migration is complete, the size of used tablespace of the destination database is larger than that of the source database. During data migration, we recommend that you use only DTS to write data to the destination database. This prevents data inconsistency between the source and destination databases. The attributes of at most one column can be changed. The basic data types cannot be changed. DTS creates a database named dts_health_check in the source instance and then creates a table named ha_health_check in the database. DTS updates the ha_health_check table on a regular basis to move forward the binary log file position.

Billing

Migration type	Instance configuration fee	Internet traffic fee
Schema migration and full data migration	Free of charge.	Charged only when data is migrated from Alibaba Cloud over the Internet. For more information, see Billing overview.
Incremental data migration	Charged. For more information, see Billing overview.

SQL operations that can be incrementally migrated

Operation type	SQL statement
DML	INSERT, UPDATE, and DELETE

Permissions required for database accounts

Database	Schema migration	Full data migration	Incremental data migration
Source PolarDB-X 2.0 instance	The SELECT permission	The SELECT permission	The REPLICATION SLAVE and REPLICATION CLIENT permissions, and the SELECT permission on the objects to be migrated
Destination self-managed Oracle database	Owner permissions on the schema

For more information about how to create a database account and grant permissions to the database account, see the following topics:

PolarDB-X 2.0 instance: Manage database accounts and Permissions required for an account to synchronize data
Self-managed Oracle database: CREATE USER and GRANT

Procedure

Go to the Data Migration Tasks page.
1. Log on to the Data Management (DMS) console.
2. In the top navigation bar, click DTS.
3. In the left-side navigation pane, choose DTS (DTS) > Data Migration.
Note
- Operations may vary based on the mode and layout of the DMS console. For more information, see Simple mode and Customize the layout and style of the DMS console.
- You can also go to the Data Migration Tasks page of the new DTS console.
From the drop-down list next to Data Migration Tasks, select the region in which the data migration instance resides.
Note If you use the new DTS console, you must select the region in which the data migration instance resides in the upper-left corner.

Click Create Task. In the Create Task wizard, configure the source and destination databases.

Section	Parameter	Description
N/A	Task Name	The name of the task. DTS automatically assigns a name to the task. We recommend that you specify a descriptive name that makes it easy to identify the task. You do not need to specify a unique task name.
Source Database	Select an existing DMS database instance. (Optional. If you have not registered a DMS database instance, ignore this option and configure database settings in the section below.)	The database instance that you want to use. You can choose whether to select an existing instance based on your business requirements. If you select an existing instance, DTS automatically populates the parameters for the database. If you do not select an existing instance, you must manually configure parameters for the database.
	Database Type	The type of the source database. Select PolarDB-X 2.0.
	Access Method	The access method of the source database. Select Alibaba Cloud Instance.
	Instance Region	The region in which the source PolarDB-X 2.0 instance resides.
	Replicate Data Across Alibaba Cloud Accounts	Specifies whether to migrate data across Alibaba Cloud accounts. In this example, No is selected.
	Instance ID	The ID of the source PolarDB-X 2.0 instance.
	Database Account	The database account of the source PolarDB-X 2.0 instance. For more information about the required permissions, see the Permissions required for database accounts section of this topic.
	Database Password	The password of the database account.
Destination Database	Select an existing DMS database instance. (Optional. If you have not registered a DMS database instance, ignore this option and configure database settings in the section below.)	The database instance that you want to use. You can choose whether to select an existing instance based on your business requirements. If you select an existing instance, DTS automatically populates the parameters for the database. If you do not select an existing instance, you must manually configure parameters for the database.
	Database Type	The type of the destination database. Select Oracle.
	Access Method	The access method of the destination database. In this example, Self-managed Database on ECS is selected. Note If you choose other methods to access the self-managed database, you must deploy the network environment for the database. For more information, see Preparation overview.
	Instance Region	The region in which the destination self-managed Oracle database resides.
	ECS Instance ID	The ID of the Elastic Compute Service (ECS) instance that hosts the destination self-managed Oracle database.
	Port Number	The service port number of the destination self-managed Oracle database. Default value: 1521.
	Oracle Type	The architecture of the destination self-managed Oracle database. If you select Non-RAC Instance, you must configure the SID parameter. If you select RAC or PDB Instance, you must configure the Service Name parameter.
	Database Account	The account of the destination self-managed Oracle database. For more information about the required permissions, see the Permissions required for database accounts section of this topic.
	Database Password	The password of the database account.

In the lower part of the page, click Test Connectivity and Proceed.
Add the CIDR blocks of DTS servers to the security settings such as firewall settings of the self-managed database to allow access from the DTS servers. Then, click Test Connectivity and Proceed.
If the source or destination database is an Alibaba Cloud database instance, such as an ApsaraDB RDS for MySQL or ApsaraDB for MongoDB instance, DTS automatically adds the CIDR blocks of DTS servers to the IP address whitelist of the instance. If the source or destination database is a self-managed database hosted on an Elastic Compute Service (ECS) instance, DTS automatically adds the CIDR blocks of DTS servers to the security group rules of the ECS instance, and you must make sure that the ECS instance can access the database. If the self-managed database is hosted on multiple ECS instances, you must manually add the CIDR blocks of DTS servers to the security group rules of each ECS instance. If the source or destination database is a self-managed database that is deployed in a data center or provided by a third-party cloud service provider, you must manually add the CIDR blocks of DTS servers to the IP address whitelist of the database to allow DTS to access the database. For more information, see the "CIDR blocks of DTS servers" section of the Add the CIDR blocks of DTS servers to the security settings of on-premises databases topic.
Warning
If the public CIDR blocks of DTS servers are automatically or manually added to the IP address whitelist of a database instance or to the security group rules of an ECS instance, security risks may arise. Therefore, before you use DTS to migrate data, you must understand and acknowledge the potential risks and take preventive measures, including but not limited to the following measures: enhancing the security of your account and password, limiting the ports that are exposed, authenticating API calls, regularly checking the IP address whitelist or ECS security group rules and forbidding unauthorized CIDR blocks, and connecting the database to DTS by using Express Connect, VPN Gateway, or Smart Access Gateway.

Configure the objects to be migrated and advanced settings.

Parameter	Description
Migration Types	To perform only full data migration, select Schema Migration and Full Data Migration. To ensure service continuity during data migration, select Schema Migration, Full Data Migration, and Incremental Data Migration. Note If you do not select Incremental Data Migration, we recommend that you do not write data to the source database during data migration. This ensures data consistency between the source and destination databases.
Processing Mode of Conflicting Tables	Precheck and Report Errors: checks whether the destination database contains tables that have the same names as tables in the source database. If the source and destination databases do not contain tables that have identical table names, the precheck is passed. Otherwise, an error is returned during the precheck and the data migration task cannot be started. Note You can use the object name mapping feature to rename the tables that are migrated to the destination database. You can use this feature if the source and destination databases contain tables that have identical table names and the tables in the destination database cannot be deleted or renamed. For more information, see Map object names. Ignore Errors and Proceed: skips the precheck for identical table names in the source and destination databases. Warning If you select Ignore Errors and Proceed, data inconsistency may occur and your business may be exposed to the following potential risks: If the source and destination databases have the same schemas, DTS does not migrate data records that have the same primary key values as data records in the destination database. If the source and destination databases have different schemas, only specific columns are migrated or the data migration task fails. Proceed with caution.
Capitalization of Object Names in Destination Instance	The capitalization of database names, table names, and column names in the destination instance. By default, DTS default policy is selected. You can select other options to make sure that the capitalization of object names is consistent with that in the source or destination database. For more information, see Specify the capitalization of object names in the destination instance.
Source Objects	Select one or more objects from the Source Objects section and click the icon to add the objects to the Selected Objects section. Note You can select columns, tables, or databases as the objects to be migrated. If you select tables or columns as the objects to be migrated, DTS does not migrate other objects, such as views, triggers, or stored procedures, to the destination database.
Selected Objects	Right-click the destination database in the Selected Objects section. In the Edit Schema dialog box, enter the name of the schema that is used to receive data in the destination self-managed Oracle database in the Schema Name field. For more information, see Map object names. Note Use uppercase letters for the schema name. To specify WHERE conditions to filter data, right-click a table in the Selected Objects section. In the dialog box that appears, specify the conditions. For more information, see Use SQL conditions to filter data. If you use the object name mapping feature to rename an object, other objects that are dependent on the object may fail to be migrated.

Click Next: Advanced Settings to configure advanced settings.

Parameter	Description
Select the dedicated cluster used to schedule the task	By default, DTS schedules the data migration task to the shared cluster if you do not specify a dedicated cluster. You can also purchase and specify a dedicated cluster of the required specifications to run the data migration task. For more information, see What is a DTS dedicated cluster.
Set Alerts	Specifies whether to configure alerting for the data migration task. If the task fails or the migration latency exceeds the specified threshold, the alert contacts will receive notifications. Valid values: No: does not configure alerting. Yes: configures alerting. If you select Yes, you must also specify the alert threshold and alert contacts. For more information, see Configure monitoring and alerting.
Retry Time for Failed Connections	The retry time range for failed connections. If the source or destination database fails to be connected after the data migration task is started, DTS immediately retries a connection within the retry time range. Valid values: 10 to 1440. Unit: minutes. Default value: 720. We recommend that you set the parameter to a value greater than 30. If DTS is reconnected to the source and destination databases within the specified retry time range, DTS resumes the data migration task. Otherwise, the data migration task fails. Note If you specify different retry time ranges for multiple data migration tasks that share the same source or destination database, the value that is specified later takes precedence. When DTS retries a connection, you are charged for the DTS instance. We recommend that you specify the retry time range based on your business requirements. You can also release the DTS instance at your earliest opportunity after the source and destination instances are released.
The wait time before a retry when other issues occur in the source and destination databases.	The retry time range for other issues. For example, if DDL or DML operations fail to be performed after the data migration task is started, DTS immediately retries the operations within the retry time range. Valid values: 1 to 1440. Unit: minutes. Default value: 10. We recommend that you set the parameter to a value greater than 10. If the failed operations are successfully performed within the specified retry time range, DTS resumes the data migration task. Otherwise, the data migration task fails. Important The value of the The wait time before a retry when other issues occur in the source and destination databases parameter must be smaller than the value of the Retry Time for Failed Connections parameter.
Enable Throttling for Full Data Migration	Specifies whether to enable throttling for full data migration. During full data migration, DTS uses the read and write resources of the source and destination databases. This may increase the loads of the database servers. You can enable throttling for full data migration based on your business requirements. To configure throttling, you must configure the Queries per second (QPS) to the source database, RPS of Full Data Migration, and Data migration speed for full migration (MB/s) parameters. This reduces the loads of the destination database server. Note This parameter is displayed only when Full Data Migration is selected as Migration Types.
Enable Throttling for Incremental Data Migration	Specifies whether to enable throttling for incremental data migration. To configure throttling, you must configure the RPS of Incremental Data Migration and Data migration speed for incremental migration (MB/s) parameters. This reduces the loads of the destination database server. Note This parameter is displayed only when Incremental Data Migration is selected as Migration Types.
Environment Tag	The environment tag that is used to identify the DTS instance. You can select an environment tag based on your business requirements. In this example, you do not need to configure this parameter.
Configure ETL	Specifies whether to configure the extract, transform, and load (ETL) feature. For more information, see What is ETL? Valid values: Yes: configures the ETL feature. You can enter data processing statements in the code editor. For more information, see Configure ETL in a data migration or data synchronization task. No: does not configure the ETL feature.
Whether to delete SQL operations on heartbeat tables of forward and reverse tasks	Specifies whether to write SQL operations on heartbeat tables to the source database while the DTS instance is running. Yes: does not write SQL operations on heartbeat tables. In this case, a latency of the DTS instance may be displayed. No: writes SQL operations on heartbeat tables. In this case, specific features such as physical backup and cloning of the source database may be affected.

In the lower part of the page, click Next: Save Task Settings and Precheck.
You can move the pointer over Next: Save Task Settings and Precheck and click Preview OpenAPI parameters to view the parameters to be specified when you call the relevant API operation to configure the DTS task.
Note
- Before you can start the data migration task, DTS performs a precheck. You can start the data migration task only after the task passes the precheck.
- If the task fails to pass the precheck, click View Details next to each failed item. After you troubleshoot the issues based on the error message, you can run a precheck again.
- If an alert is triggered for an item during the precheck:
  If the alert item cannot be ignored, click View Details next to the failed item and troubleshoot the issues. Then, run a precheck again.
  If the alert item can be ignored, click Confirm Alert Details. In the View Details dialog box, click Ignore. In the message that appears, click OK. Then, click Precheck Again to run a precheck again. If you ignore the alert item, data inconsistency may occur and your business may be exposed to potential risks.
Wait until the success rate becomes 100%. Then, click Next: Purchase Instance.

On the Purchase Instance page, configure the Instance Class parameter for the data migration instance. The following table describes the parameters.

Section	Parameter	Description
New Instance Class	Resource Group	The resource group to which the data migration instance belongs. Default value: default resource group. For more information, see What is Resource Management?
New Instance Class	Instance Class	DTS provides instance classes that vary in the migration speed. You can select an instance class based on your business scenario. For more information, see Specifications of data migration instances.

Read and agree to Data Transmission Service (Pay-as-you-go) Service Terms by selecting the check box.
Click Buy and Start to start the data migration task. You can view the progress of the task in the task list.