PolarDB：Migrate data between PolarDB for MySQL clusters

Prerequisites

• The source and destination PolarDB for MySQL clusters are created. For more information, see Purchase an Enterprise Edition cluster and Purchase a subscription cluster.

• The available storage space of the destination PolarDB for MySQL cluster is larger than the total size of the data in the source PolarDB for MySQL cluster.

Usage notes

Billing

Migration types

• Schema migration

  Data Transmission Service (DTS) migrates the schemas of the selected objects from the source database to the destination database.

  Note

  • DTS supports schema migration for the following types of objects: tables, views, triggers, stored procedures, and stored functions.

  • During schema migration, DTS changes the value of the SECURITY attribute from DEFINER to INVOKER for views, stored procedures, and functions.

  • DTS does not migrate user information. To call a view, stored procedure, or stored function of the destination database, you must grant the read and write permissions to INVOKER.

• Full data migration

  DTS migrates the historical data of required objects from the source database to the destination database.

• Incremental data migration

  After full data migration is complete, DTS migrates incremental data from the source database to the destination database. Incremental data migration allows data to be migrated smoothly without interrupting the services of self-managed applications during data migration.

SQL operations that can be incrementally migrated

Permissions required for database accounts

For more information about how to create a database account for a PolarDB for MySQL cluster, see Create and manage a database account.

Procedure

1. Go to the Data Migration Tasks page.

   1. Log on to the Data Management (DMS) console.

   2. In the top navigation bar, move the pointer over DTS.

   3. Choose DTS (DTS) > Data Migration.

   Note

   • The actual 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 page of the new DTS console.

2. From the drop-down list on the right side of Data Migration Tasks, select the region in which your 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.

3. Click Create Task to go to the task configuration page.

4. Optional. In the upper-right corner of the page, click New Configuration Page.

   Note

   • Skip this step if the Back to Previous Version button is displayed in the upper-right corner of the page.

   • Specific parameters in the new and previous versions of the configuration page may be different. We recommend that you use the new version of the configuration page.

5. Configure the source and destination databases. The following table describes the parameters.

   Warning

   After you configure the source and destination databases, we recommend that you read the Limits that are displayed in the upper part of the page. Otherwise, the task may fail or data inconsistency may occur.

   Section	Parameter	Description
   N/A	Task Name	The name of the task. DTS automatically generates a task name. We recommend that you specify an informative name to identify the task. You do not need to specify a unique task name.
   Source Database	Select a DMS database instance.	The instance that you want to use. You can choose whether to use 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 use an existing instance, you must configure the database information below. Note In the DMS console, you can click Add DMS Database Instance to register a database with DMS. For more information, see Register an Alibaba Cloud database instance and Register a database hosted on a third-party cloud service or a self-managed database. In the DTS console, you can register a database with DTS on the Database Connections page or the new configuration page. For more information, see Manage database connections.
   	Database Type	The type of the source database. Select PolarDB for MySQL.
   	Access Method	The access method of the source database. Select Alibaba Cloud Instance.
   	Instance Region	The region in which the source PolarDB for MySQL cluster resides.
   	PolarDB Cluster ID	The ID of the source PolarDB for MySQL cluster.
   	Database Account	The database account of the source PolarDB for MySQL cluster. For more information about the permissions that are required for the database account, see the Permissions required for database accounts section of this topic.
   	Database Password	The password that is used to access the database instance.
   	Encryption	Specifies whether to encrypt the connection to the source database. You can configure this parameter based on your business requirements. For more information about the SSL encryption feature, see Configure SSL encryption.
   Destination Database	Select a DMS database instance.	The instance that you want to use. You can choose whether to use 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 use an existing instance, you must configure the database information below. Note In the DMS console, you can click Add DMS Database Instance to register a database with DMS. For more information, see Register an Alibaba Cloud database instance and Register a database hosted on a third-party cloud service or a self-managed database. In the DTS console, you can register a database with DTS on the Database Connections page or the new configuration page. For more information, see Manage database connections.
   	Database Type	The type of the destination database. Select PolarDB for MySQL.
   	Access Method	The access method of the destination database. Select Alibaba Cloud Instance.
   	Instance Region	The region in which the destination PolarDB for MySQL cluster resides.
   	PolarDB Cluster ID	The ID of the destination PolarDB for MySQL cluster.
   	Database Account	The database account of the destination PolarDB for MySQL cluster. For information about the permissions that are required for the account, see the Permissions required for database accounts section of this topic. Important We recommend that you use a privileged account.
   	Database Password	The password that is used to access the database instance.
   	Encryption	Specifies whether to encrypt the connection to the source database. You can configure this parameter based on your business requirements. For more information about the SSL encryption feature, see Configure SSL encryption.

6. In the lower part of the page, 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 topic.

   Warning

   If the public CIDR blocks of DTS servers are automatically or manually added to the 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 username and password, limiting the ports that are exposed, authenticating API calls, regularly checking the whitelist or security group rules and forbidding unauthorized CIDR blocks, or connecting the database instance to DTS by using Express Connect, VPN Gateway, or Smart Access Gateway.

7. Configure the objects to be migrated.

   1. On the Configure Objects page, configure the objects that you want to migrate.

      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.
      Method to Migrate Triggers in Source Database	The method that is used to migrate triggers from the source database. You can select a migration method based on your business requirements. If no triggers are to be migrated, you do not need to configure this parameter. For more information, see Synchronize or migrate triggers from the source database. Note You can configure this parameter only when you set the Migration Types parameter to Schema Migration.
      Processing Mode of Conflicting Tables	Precheck and Report Errors: checks whether the destination database contains tables that use 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 If the source and destination databases contain tables with identical names and the tables in the destination database cannot be deleted or renamed, you can use the object name mapping feature to rename the tables that are migrated to the destination database. 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 schema, and a data record has the same primary key as an existing data record in the destination database, the following scenarios may occur: During full data migration, DTS does not migrate the data record to the destination database. The existing data record in the destination database is retained. During incremental data migration, DTS migrates 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, only specific columns are migrated or the data migration task fails. Proceed with caution.
      Source Objects	Select one or more objects from the Source Objects section. Click the icon and add the objects to the Selected Objects section. Note You can select columns, tables, or schemas 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	To rename an object that you want to migrate to the destination instance, right-click the object in the Selected Objects section. For more information, see Map the name of a single object. To rename multiple objects at a time, click Batch Edit in the upper-right corner of the Selected Objects section. For more information, see Map multiple object names at a time. Note 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. 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 Specify filter conditions. To select the SQL operations performed on a specific database or table, right-click an object in the Selected Objects section. In the dialog box that appears, select the SQL operations that you want to migrate. For more information about the SQL operations that support incremental migration, see the SQL operations that support incremental migration section of this topic.

   2. Click Next: Advanced Settings to configure advanced settings.

      Parameter	Description
      Dedicated Cluster for Task Scheduling	By default, DTS schedules the task to the shared cluster if you do not specify a dedicated cluster. You can also purchase a dedicated cluster of the required specifications to run the data migration task. For more information, see What is a DTS dedicated cluster.
      Select the engine type of the destination database	The engine type of the destination database. Select an engine type based on your business requirements. Valid values: InnoDB: the default storage engine. X-Engine: an online transaction processing (OLTP) database storage engine.
      Copy the temporary table of the Online DDL tool that is generated in the source table to the destination database.	If you use DMS or the gh-ost tool to perform online DDL operations on the source database, you can specify whether to migrate the data of temporary tables generated by online DDL operations. Valid values: Important You cannot use tools such as pt-online-schema-change to perform online DDL operations on the source database. Otherwise, the DTS task fails. Yes: DTS migrates the data of temporary tables generated by online DDL operations. Note If online DDL operations generate a large amount of data, latency may occur for the data migration task. No, Adapt to DMS Online DDL: DTS does not migrate the data of temporary tables generated by online DDL operations. Only the original DDL operations that are performed by using DMS are migrated. Note If you select this option, the tables in the destination database may be locked. No, Adapt to gh-ost: DTS does not migrate the data of temporary tables generated by online DDL operations. Only the original DDL operations that are performed by using the gh-ost tool are migrated. You can use the default or custom regular expressions to filter out the shadow tables of the gh-ost tool and tables that are not required. Note If you select this option, the tables in the destination database may be locked.
      Whether to Migrate Accounts	Specifies whether to migrate the account information of the source database. You can configure this parameter based on your business requirements. If you select Yes, you must select the accounts that you want to migrate and check the permissions of the source and destination database accounts used in the data migration task. For more information, such as authorization methods, see Migrate database accounts.
      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 the earliest opportunity after the source database and destination instance are released.
      Retry Time for Other Issues	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 Retry Time for Other Issues 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 You can configure this parameter only if you select Full Data Migration for the Migration Types parameter.
      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 You can configure this parameter only if you select Incremental Data Migration for the Migration Types parameter.
      Environment Tag	Select the environment tag that identifies the cluster based on your business requirements. In this example, no environment tag is selected.
      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. Valid values: 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, features such as physical backup and cloning of the source database may be affected.
      Configure ETL	Specifies whether to enable 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.
      Monitoring and Alerting	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 receive notifications. Valid values: No: does not configure alerting. Yes: configures alerting. In this case, you must also configure the alert threshold and alert notification settings. For more information, see the Configure monitoring and alerting when you create a DTS task section of the Configure monitoring and alerting topic.

   3. Click Next Step: Data Verification to configure the data verification task.

      For more information about how to use the data verification feature, see Configure a data verification task.

8. Save the task settings and run a precheck.

   • To view the parameters to be specified when you call the relevant API operation to configure the DTS task, move the pointer over Next: Save Task Settings and Precheck and click Preview OpenAPI parameters.

   • If you do not need to view or have viewed the parameters, click Next: Save Task Settings and Precheck in the lower part of the page.

   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 analyze the causes based on the check results, troubleshoot the issues. Then, 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 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.

9. Wait until Success Rate becomes 100%. Then, click Next: Purchase Instance.

10. Purchase a cluster.

    1. 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?
       	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 Instance classes of data migration instances.

    2. Read and agree to Data Transmission Service (Pay-as-you-go) Service Terms by selecting the check box.

    3. Click Buy and Start. In the message that appears, click OK.

       You can view the progress of the task on the Data Migration page.