Database Convert Best Practices: Avoid Data Loss During MigrationMigrating a database — whether converting from one database engine to another, changing schemas, consolidating multiple databases, or moving to the cloud — is a high-stakes operation. Data loss, downtime, application errors, and performance regressions are real risks. This article outlines pragmatic best practices to plan, execute, validate, and recover from a database conversion with minimal risk and maximum confidence.
Why database conversion is risky
Database conversions touch the core of an application’s data layer. Common sources of problems include:
- Incompatible data types or character encodings
- Differences in constraints, defaults, and indexes
- Divergent SQL dialects and stored procedure behavior
- Hidden or undocumented application dependencies
- Large volume of data and long-running operations
- Concurrency and replication complexity
Avoiding data loss requires systematic planning, thorough testing, and robust rollback paths.
Pre-migration planning
1. Define scope and success criteria
- Identify which databases, schemas, tables, and objects are included.
- Define success metrics: data integrity (row counts, checksums), application functionality, acceptable downtime, performance targets.
- Set clear rollback criteria and time limits for the migration window.
2. Inventory and dependency mapping
- Catalog all objects: tables, views, indices, constraints, triggers, stored procedures, functions, jobs, and scheduled tasks.
- Map application dependencies: which services and endpoints consume or update the database.
- Identify data flows (ETL pipelines, replication) that must be paused or redirected.
3. Analyze schema and type compatibility
- Compare data types across source and target engines; prepare mappings (e.g., TEXT → CLOB, TINYINT → SMALLINT).
- Note differences in NULL handling, default values, and auto-increment semantics.
- Record differences in character sets and collations; plan conversions to avoid mojibake or mismatched sorting.
4. Plan for large tables and growth
- Estimate size and row counts; prioritize large tables for special handling.
- Consider partitioning, chunked migration, or parallel import strategies for very large datasets.
- Calculate network and I/O throughput to estimate transfer time.
5. Choose a migration strategy
Common approaches:
- Dump-and-restore: export SQL/data, import on target (simple but can be slow).
- Logical replication/CDC (change data capture): keeps source live during sync, ideal for minimal downtime.
- Dual-write or shadow tables: write to both systems during cutover, useful when rewriting application code is feasible.
- Hybrid: initial bulk load + CDC for incremental changes.
Select based on downtime tolerance, size, and complexity.
Preparation and staging
6. Create a staging environment
- Build a staging system that mirrors production (schema, indexes, extensions, OS and DB engine versions where possible).
- Seed staging with a representative copy of production data (anonymize if required for privacy).
7. Test conversion on staging
- Run the full migration process on staging, including schema conversion, data load, and post-migration scripts.
- Validate data integrity, referential constraints, and business logic (stored procedures, triggers).
- Measure performance and tune indexes, queries, or configuration.
8. Automate and document the process
- Script each step: schema translation, extraction, transformation, load, verification, and rollback.
- Use idempotent scripts so they can be re-run safely.
- Document prerequisites, runbooks, monitoring points, and escalation contacts.
Execution best practices
9. Ensure backups and point-in-time recovery
- Take full, verified backups of source and target before starting.
- Enable point-in-time recovery or transaction logs where possible to replay or roll back changes.
10. Freeze or limit writes when feasible
- If downtime is acceptable, put the application in maintenance mode to prevent write anomalies.
- If online migration is required, use CDC or dual-write and ensure all write paths are covered.
11. Chunk large table migrations
- Break large tables into smaller ranges (by primary key, timestamp, or partition).
- Validate each chunk before proceeding to the next.
- This reduces the blast radius and allows partial rollback if a chunk fails.
12. Preserve transactional integrity
- For transactional systems, ensure that related batches of rows move together in a consistent state.
- Use consistent snapshots where supported (e.g., mysqldump –single-transaction, PostgreSQL pg_dump with consistent snapshot).
13. Convert schema and constraints carefully
- Apply schema changes in stages: create schema, add columns with NULL allowed or defaults, backfill data, then enforce NOT NULL or add constraints.
- Recreate indexes and constraints after bulk load if that’s faster; be mindful of unique constraints to avoid duplicates.
14. Handle identity/autoincrement and sequence values
- Transfer sequence/identity current values and align them on the target to prevent key collisions.
- For dual-write periods, coordinate how new values are generated (e.g., offset sequences, GUIDs).
Validation and verification
15. Verify row counts and checksums
- Compare row counts for each table. Differences must be investigated.
- Use checksums or hash-based comparisons (e.g., MD5/SHA of concatenated sorted rows or application-level checksums) to validate content.
16. Referential integrity and constraint checks
- Ensure foreign keys and constraints are present and consistent. Validate orphaned rows or cascading behaviors.
17. Application functional testing
- Run integration and regression tests to exercise data paths, business logic, and queries.
- Perform QA with real-world-like workloads and test for edge cases.
18. Performance validation
- Benchmark critical queries and common transactions on the target.
- Tune indexes and DB configuration (buffer sizes, connection limits) as needed.
Cutover and post-migration
19. Plan the cutover window
- Define an exact cutover procedure with timestamps, responsible people, and a go/no-go decision checklist.
- Communicate expected downtime and rollback plan to stakeholders.
20. Final sync and switch
- For CDC-based migrations, stop writes or apply final incremental changes and verify they are applied.
- Redirect application connections to the target, using connection strings, DNS, or load balancers.
21. Monitor closely after cutover
- Monitor error rates, performance metrics, slow queries, and business KPIs.
- Keep a hot rollback plan (rewind DNS or re-point application to source) for a defined time window.
22. Clean up and harden
- Remove dual-write code, decommission replicated links, and tidy up temporary objects.
- Re-enable full monitoring, backups, and maintenance tasks on the target.
Rollback and recovery
23. Prepare rollback scripts
- Have automated, tested rollback steps that restore source state or re-point applications.
- Rollback can be fast (re-pointing connections) or slow (replaying backups); know which applies.
24. Decision criteria for rollback
- Predefine thresholds for errors, data mismatches, or performance regressions that trigger rollback.
- Assign decision authority and communication procedure.
Tools and utilities
- Native tools: mysqldump, mysqlpump, pg_dump/pg_restore, pg_basebackup.
- Replication/CDC: Debezium, AWS DMS, Oracle GoldenGate, PostgreSQL native replication, MySQL replication.
- ETL/ELT: Airbyte, Fivetran, Talend, Singer taps.
- Validation: pt-table-checksum, pt-table-sync, custom checksum scripts.
- Orchestration: Ansible, Terraform (for infra), Flyway/liquibase (schema migrations), Jenkins/GitHub Actions.
Provide a shortlist based on your stack and migration type if you want recommendations.
Common pitfalls and how to avoid them
- Unmapped data types → Create a comprehensive mapping table and test conversions.
- Character encoding issues → Convert and test text fields; use consistent collations.
- Hidden business logic in stored procedures → Inventory and test all procedural code.
- Long-running migrations → Use chunking and CDC to reduce downtime.
- Index and constraint rebuild time → Drop and recreate selectively after bulk load.
Checklist (at-a-glance)
- Inventory database objects and dependencies
- Create staging with representative data
- Select migration strategy (dump, CDC, dual-write)
- Script and automate migration steps
- Take verified backups and enable PITR
- Migrate in chunks; preserve transactional consistency
- Verify with checksums, row counts, and app tests
- Plan cutover, monitoring, and rollback windows
- Clean up and optimize on the target
Converting a database without data loss is achievable with the right mix of planning, tooling, testing, and cautious execution. If you tell me your source and target systems (e.g., MySQL → PostgreSQL, on-prem → AWS RDS), I can produce a tailored migration plan and concrete commands/scripts to run.
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