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

This topic describes how to synchronize 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 synchronization, DTS synchronizes foreign keys from the source database to the destination database.

Category	Description
Limits on the source database	The tables to be synchronized 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 synchronized and you need to modify the tables in the destination database, such as renaming tables or columns, you can synchronize up to 5,000 tables in a single data synchronization task. If you run a task to synchronize more than 5,000 tables, a request error occurs. In this case, we recommend that you configure multiple tasks to synchronize the tables in batches or configure a task to synchronize the entire database. If the name of a table to be synchronized from the source PolarDB-X 2.0 instance contains uppercase letters, you can perform only schema synchronization. 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 synchronization task cannot be started.
Other limits	Before you synchronize data, evaluate the impact of data synchronization on the performance of the source and destination databases. We recommend that you synchronize data during off-peak hours. During initial full data synchronization, 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 synchronization, concurrent INSERT operations cause fragmentation in the tables of the destination database. After initial full data synchronization is complete, the size of used tablespace of the destination database is larger than that of the source database. During data synchronization, 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

Synchronization type	Task configuration fee
Schema synchronization and full data synchronization	Free of charge.
Incremental data synchronization	Charged. For more information, see Billing overview.

SQL operations that can be synchronized

Operation type	SQL statement
DML	INSERT, UPDATE, and DELETE

Permissions required for database accounts

Database	Required permission	References
Source PolarDB-X 2.0 instance	The SELECT permission on the objects to be synchronized, REPLICATION SLAVE permission, and REPLICATION CLIENT permission	Manage database accounts and Permissions required for an account to synchronize data
Destination self-managed Oracle database	Owner permissions on the schema	CREATE USER and GRANT

Procedure

Go to the Data Synchronization Tasks page.
1. Log on to the DMS console.
2. In the top navigation bar, click DTS.
3. In the left-side navigation pane, choose DTS (DTS) > Data Synchronization.
Note
- The actual operation may vary depending on the mode and layout of DMS. For more information, see Simple mode and Customize the layout and style of the DMS console.
- You can also go to the Data Synchronization Tasks page of the new DTS console.
From the drop-down list to the right of Data Synchronization Tasks, select the region in which you want to create the data synchronization task.
Note
If you use the new DTS console, select the region in which you want to create the data synchronization task in the upper-left corner of the page.

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 synchronize 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 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 ensure that the ECS instance can access the database. 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 whitelist of the database to allow DTS to access the database. For more information, see Add the CIDR blocks of DTS servers to the security settings of on-premises databases.
Warning
If the CIDR blocks of DTS servers are automatically or manually added to the whitelist of the database or instance, or to the ECS security group rules, security risks may arise. Therefore, before you use DTS to synchronize 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 username and password, limiting the ports that are exposed, authenticating API calls, regularly checking the whitelist or ECS security group rules and forbidding unauthorized CIDR blocks, or connecting the database to DTS by using Express Connect, VPN Gateway, or Smart Access Gateway.

Configure the objects to be synchronized and advanced settings.

Parameter	Description
Synchronization Types	By default, Incremental Data Synchronization is selected. You must also select Schema Synchronization and Full Data Synchronization. After the precheck is complete, DTS synchronizes the historical data of selected objects from the source instance to the destination instance. The historical data is the basis for subsequent incremental synchronization.
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 synchronization task cannot be started. Note You can use the object name mapping feature to rename the tables that are synchronized to the destination database. You can use this feature if the source and destination databases contain 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 potential risks. If the source and destination databases have the same schemas, and a data record has the same primary key value as an existing data record in the destination database: During full data synchronization, DTS does not synchronize the data record to the destination database. The existing data record in the destination database is retained. During incremental data synchronization, DTS synchronizes the data record to the destination database. The existing data record in the destination database is overwritten. If the source and destination databases have different schemas, data may fail to be initialized, only some columns are synchronized, or the data synchronization task fails. Operate with caution. Precheck and Report Errors: checks whether the destination database contains collections that have the same names as collections in the source database. If the source and destination databases do not contain collections that have identical collection names, the precheck is passed. Otherwise, an error is returned during the precheck and the data synchronization task cannot be started. Note You can use the object name mapping feature to rename the collections that are synchronized to the destination database. You can use this feature if the source and destination databases contain collections that have identical names and the collections in the destination database cannot be deleted or renamed. For more information, see Rename an object to be synchronized. Ignore Errors and Proceed: skips the precheck for identical collection 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 potential risks. DTS does not synchronize data records that have the same primary key values as data records in the destination database. Data may fail to be initialized, only some columns are synchronized, or the data synchronization task fails. 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 synchronization task cannot be started. 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 potential risks. If the source and destination databases have the same schemas, and a data record has the same primary key value as an existing data record in the destination database: During full data synchronization, DTS does not synchronize the data record to the destination database. The existing data record in the destination database is retained. During incremental data synchronization, DTS synchronizes the data record to the destination database. The existing data record in the destination database is overwritten. If the source and destination databases have different schemas, data may fail to be initialized, only some columns are synchronized, or the data synchronization task fails. Operate 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 ensure 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 synchronized. If you select tables or columns as the objects to be synchronized, DTS does not synchronize 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 synchronized.

Click Next: Advanced Settings to configure advanced settings.

Parameter	Description
Select the dedicated cluster used to schedule the task	By default, DTS schedules tasks to shared clusters. You do not need to configure this parameter. You can purchase a dedicated cluster of specified specifications to run DTS synchronization tasks. For more information, see What is a DTS dedicated cluster.
Set Alerts	Specifies whether to configure alerting for the data synchronization task. If the task fails or the synchronization latency exceeds the specified threshold, alert contacts will receive notifications. Valid values: No: does not configure alerting. Yes: configures alerting. In this case, you must also configure the alert threshold and alert contacts. For more information, see Configure monitoring and alerting when you create a DTS task.
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 synchronization task is started, DTS immediately retries a connection within the 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 reconnects to the source and destination databases within the specified time range, DTS resumes the data synchronization task. Otherwise, the data synchronization task fails. Note If you set different retry time ranges for multiple DTS tasks that have the same source or destination database, the shortest retry time range that is set 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 the DDL or DML operations fail to be performed after the data synchronization task is started, DTS immediately retries the operations within the 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 time range, DTS resumes the data synchronization task. Otherwise, the data synchronization 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 Connection parameter.
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 configure the Queries per second (QPS) to the source database, RPS of Full Data Migration, and BPS of Full Data Migration parameters for full data synchronization tasks to reduce the pressure on the destination database. Note This parameter can be configured only if Full Data Synchronization is selected as Synchronization Types.
Enable Throttling for Incremental Data Synchronization	You can configure the RPS of Incremental Data Migration and BPS of Incremental Data Migration parameters for incremental data synchronization tasks to reduce the pressure on the destination database.
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.

Click Next: Save Task Settings and Precheck in the lower part of the page.
You can move the pointer over Next: Save Task Settings and Precheck and click Preview OpenAPI parameters to view the parameter settings of the API operation that is called to configure the instance.
Note
- Before you can start the data synchronization task, DTS performs a precheck. You can start the data synchronization 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 causes, run a precheck again.
- If an alert is triggered for an item during the precheck:
  If an alert item cannot be ignored, click View Details next to the failed item and troubleshoot the issues. Then, run a precheck again.
  If an 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 Billing Method and Instance Class parameters for the data synchronization instance. The following table describes the parameters.

Section	Parameter	Description
New Instance Class	Billing Method	Subscription: You pay for the instance when you create an instance. The subscription billing method is more cost-effective than the pay-as-you-go billing method for long-term use. Pay-as-you-go: A pay-as-you-go instance is charged on an hourly basis. The pay-as-you-go billing method is suitable for short-term use. If you no longer require a pay-as-you-go instance, you can release the pay-as-you-go instance to reduce costs.
	Resource Group	The resource group on which the instance is run. Default value: default resource group. For more information, see What is Resource Management?.
	Instance Class	DTS provides various synchronization specifications that provide different performance. The synchronization speed varies based on the synchronization specifications that you select. You can select a synchronization specification based on your business scenario. For more information, see Specifications of data synchronization instances.
	Subscription Duration	If you select the subscription billing method, set the subscription duration and the number of instances that you want to create. The subscription duration can be one to nine months, one year, two years, three years, or five years. Note This parameter is available only if you select the Subscription billing method.

Read and select the check box to agree to the Data Transmission Service (Pay-as-you-go) Service Terms.
Click Buy and Start to start the data synchronization task. You can view the progress of the task in the task list.
Wait until the success rate becomes 100%. Then, click Next: Purchase Instance.