Quick start guide for SQL Server (Microsoft SQL Server on Windows)

This quick start guide, which is excerpted from the larger User Guide, is intended to provide you with a quick overview of working with SQL Server database objects in the Delphix Engine. It does not cover any advanced configuration options or best practices, which can have a significant impact on performance. It assumes that you are working in a Lab/Dev setting and attempting to quickly test Delphix functionality. It assumes you will use the VMware Hypervisor. It assumes you are running supported combinations of software as explained here: Supported OS, SQL Server, and Backup Software Versions for SQL Server.

Overview

In this guide, we will walk through deploying a Delphix Engine, starting with configuring Source, Staging (aka Validated Sync), and Target database environments on Windows servers. We will then create a dSource, and provision a VDB.

The following diagram describes the engine topology for SQL Server environments. It illustrates the recommended ports to be open from the engine to remote services, to the Delphix Engine, and to the Source, Target and Validated Sync Environments.

Port 1433 is required between the Delphix Engine and AG (Availability Group) cluster sources.

For purposes of the QuickStart, you can ignore any references to Replication or Masking, such as the engines shown in the diagram below.

Deploy OVA on VMware

Use the Delphix-supplied OVA file to install the Delphix Engine. The OVA file is configured with many of the minimum system requirements. The underlying storage for the install is assumed to be redundant SAN storage.

1. Download the OVA file from https://download.delphix.com. You will need a support login from your sales team or a welcome letter.

   1. Navigate to the Delphix Product Releases

2. Login using the vSphere client to the vSphere server (or vCenter Server) where you want to install the Delphix Engine.

3. In the vSphere Client, click File.

4. Select Deploy OVA Template.

5. Browse to the OVA file.

6. Click Next.

7. Select a hostname for the Delphix Engine. This hostname will also be used in configuring the Delphix Engine network.

8. Select the data center where the Delphix Engine will be located.

9. Select the cluster and the ESX host.

10. Select one (1) data store for the Delphix OS. This datastore can be thin-provisioned and must have enough free space to accommodate the 127GB comprising the Delphix operating system.

11. Select four (4) or more data stores for Database Storage for the Delphix Engine. The Delphix Engine will stripe all of the Database Storage across these VMDKs, so for optimal I/O performance, each VMDK must be equal in size and be configured Thick Provisioned - Eager Zeroed. Additionally, these VMDKs should be distributed as evenly as possible across all four SCSI I/O controllers.

12. Select the virtual network you want to use.
    If using multiple physical NICs for link aggregation, you must use vSphere NIC teaming. Do not add multiple virtual NICs to the Delphix Engine itself. The Delphix Engine should use a single virtual network. For more information, see Optimal Network Architecture for the Delphix Engine.

13. Click Finish. The installation will begin and the Delphix Engine will be created in the location you specified.

14. Once the installation has completed, power on the Delphix Engine and proceed with the initial system configuration as described in Setting Up Network Access to the Delphix Engine.

If your source database is 4 TB, you probably need 4 TB of storage for the Delphix Engine. Add at least 4 data disks of similar size for the Delphix VM. For example: for a source database of 4 TB, create 4 VMDKs of 1 TB each.

For a full list of requirements and best practice recommendations, see Virtual Machine Requirements for VMware Platform.

Setup network access to Delphix engine

1. Power on the Delphix Engine and open the Console.

2. Wait for the Delphix Management Service and Delphix Boot Service to come online. This might take up to 10 minutes during the first boot. Wait for the large orange box to turn green.

3. Press any key to access the sysadmin console.

4. Enter sysadmin@SYSTEM for the username and sysadmin for the password.

5. You will be presented with a description of available network settings and instructions for editing.

   CODE

   Delphix Engine Network Setup
   
   To access the system setup through the browser, the system must first be configured for networking in your
   environment. From here, you can configure the primary interface, DNS, hostname, and default route. When DHCP is
   configured, all other properties are derived from DHCP settings.
   
   To see the current settings, run "get." To change a property, run "set <property>=<value>." To commit your changes,
   run "commit." To exit this setup and return to the standard CLI, run "discard."
   
       defaultRoute    IP address of the gateway for the default route -- for example, "1.2.3.4."
   
       dhcp            Boolean value indicating whether DHCP should be used for the primary interface. Setting this value
                       to "true" will cause all other properties (address, hostname, and DNS) to be derived from the DHCP
                       response
   
       dnsDomain       DNS Domain -- for example, "delphix.com"
   
       dnsServers      DNS server(s) as a list of IP addresses -- for example, "1.2.3.4,5.6.7.8."
   
       hostname        Canonical system hostname, used in alert and other logs -- for example, "myserver"
   
       primaryAddress  Static address for the primary interface in CIDR notation -- for example, "1.2.3.4/22"
   
   Current settings:
   
       defaultRoute: 192.168.1.1
       dhcp: false
       dnsDomain: example.com
       dnsServers: 192.168.1.1
       hostname: Delphix
       primaryAddress: 192.168.1.100/24

6. Configure the hostname. If you are using DHCP, you can skip this step. Note : Use the same hostname you entered during the server installation.

   CODE

   delphix network setup update *> set hostname=<hostname>

7. Configure DNS. If you are using DHCP, you can skip this step.

   CODE

   delphix network setup update *> set dnsDomain=<domain>
   delphix network setup update *> set dnsServers=<server1-ip>[,<server2-ip>,...]

8. Configure either a static or DHCP address. Note The static IP address must be specified in CIDR notation (for example, 192.168.1.2/24)

   • DHCP Configuration

     CODE

     delphix network setup update *> set dhcp=true

   • Static Configuration

     CODE

     delphix network setup update *> set dhcp=false
     delphix network setup update *> set primaryAddress=<address>/<prefix-len>

9. Configure a default gateway. If you are using DHCP, you can skip this step.

   CODE

   delphix network setup update *> set defaultRoute=<gateway-ip>

10. Commit your changes. Note that you can use the getcommand prior to committing to verify your desired configuration.

    CODE

    delphix network setup update *> commit
    Successfully committed network settings. Further setup can be done through the browser at:
            http://<address>
    Type "exit" to disconnect, or any other commands to continue using the CLI.

11. Check that you can now access the Delphix Engine through a Web browser by navigating to the displayed IP address, or hostname if using DNS.

12. Exit setup.

    CODE

    delphix> exit

Setting up the Delphix engine

Once you set up the network access for Delphix Engine, navigate to the Delphix Engine URL in your browser for server setup.

The welcome screen below will appear for you to begin your Delphix Engine setup.

The setup procedure uses a wizard process to take you through a set of configuration screens:

• Administrators

• Time

• Network

• Network Security

• Storage

• Outbound Connectivity

• Authentication

• Network Authorization

• Registration

• Summary

1. Connect to the Delphix Engine at http:///login/index.html#serverSetup.
   The Delphix Setup application will launch when you connect to the server.
   Enter your sysadmin login credentials, which initially defaults to the username sysadmin, with the initial default password of sysadmin. On first login, you will be prompted to change the initial default password.

2. Click Next.

Administrators

The Delphix Engine supports two types of administrators:

• System Administrator (sysadmin) - this is the engine system administrator. The sysadmin password is defined here.

• Engine Administrator (admin) - this is typically a DBA who will administer all the data managed by the engine.

On the Administrators tab, you set up the sysadmin password by entering an email address and password. The details for the admin are displayed for reference.

The default domain user created on Delphix Engines from 5.3.1 is known as admin instead of delphix_admin. When engines created before 5.3.1 are upgraded to 5.3.1 or later they will retain their old username 'delphix_admin'. To avoid complications Delphix recommends creating users with an admin role and then Disabling delphix_admin.

System time

The engine time is used as the baseline for setting policies that coordinate between virtual databases and external applications.

Choose your option to set up system time in this section. For a Quick Start, simply set the time and your timezone. You can change this later.

Network

The initial out-of-the-box network configuration in the OVA file is set to use a single VMXNET3 network adapter.

You have already configured this in the initial configuration. Delphix supports more advanced configurations, but you can enable those later.

Storage

You should see the data storage VMDKs or RDMs you created during the OVA installation. Click Next to configure these for data storage.

Serviceability

Choose your options to configure serviceability settings.

For a Quick Start, accept the defaults. You can change this later.

Authentication

Choose your options to configure authentication services.

For a Quick Start, accept the defaults. You can change this later.

Registration

If the Delphix Engine has access to the external Internet (either directly or through a web proxy), then you can auto-register the Delphix Engine:

1. Enter your Support Username and Support Password.

2. Click Register.

If external connectivity is not immediately available, you must perform manual registration.

1. Copy the Delphix Engine registration code in one of two ways:

   1. Manually highlight the registration code and copy it to clipboard. Or,

   2. Click Copy Registration Code to Clipboard.

2. Transfer the Delphix Engine's registration code to a workstation with access to the external network Internet. For example, you could e-mail the registration code to an externally accessible e-mail account.

3. On a machine with access to the external Internet, please use your browser to navigate to the Delphix Registration Portal at http://register.delphix.com.

4. Login with your Delphix support credentials (username and password).

5. Paste the Registration Code.

6. Click Register.

Although your Delphix Engine will work without registration, we strongly recommend that you register each Delphix Engine as part of the setup. Failing to register the Delphix Engine will impact its supportability and security in future versions

To regenerate the registration code for a Delphix Engine please refer to, Regenerating the Delphix Engine Registration Code. Delphix strongly recommends that you regenerate this code and re-register the engine regularly to maximize the Support Security of the Delphix Engine. Delphix recommends doing this every six months.

Summary

The final summary tab will enable you to review your configurations for System Time, Network, Storage, Serviceability, and Authentication.

1. Click the Back button to go back and to change the configuration for any of these server settings.

2. If you are ready to proceed, then click Submit.

3. Click Yes to confirm that you want to save the configuration.

4. Click Setup to acknowledge the successful configuration.

5. There will be a wait of several minutes as the Delphix Engine completes the configuration.

SQL server source hosts and databases

Source host requirements

Windows servers that will be added as Source Environments must meet the following requirements:

Recommended source Windows user requirement

Aligning to our zero-trust approach, “Delphix OS” user permissions on the Source can now be configured with the least privilege necessary from previous super-user “Backup Operator” requirements. 

This recommended permission requires editing the registry on each Source host(s) so that membership of the Backup Operators group is not required. The Backup Operators group confers additional permissions that are not used by Delphix, such as being able to shut down the host.

Deprecated source Windows user requirements

Source database login requirements

The Delphix Engine requires SQL Server logins to be created on each SQL Server instance that the Delphix Engine will communicate with:

• A database login for Environment discovery and monitoring, specified when Adding an Environment. This must be a Windows Authentication login for the Source Windows User configured in the previous section.

• A database login for dSource (Source Database) monitoring and interaction, specified when Linking a dSource. This user can be:

• The same as the Source Windows User;

• A different Windows Authentication login (this user must also have Log on as a Batch Job privileges on the Staging host); or

• A SQL Authentication login

These users must have the following permissions on each instance:    

List of source tables accessed by the Delphix engine

Using the db_datareader permission, the Delphix Engine accesses the following system tables in the master and msdb databases on the source host:

SQL server staging hosts and databases 

Staging host requirements

Windows servers which will be added as Staging Environments must meet the following requirements:

Staging Windows user requirements

The Delphix Engine needs a Windows domain user — for example, MYDOMAIN\delphix_os — to be specified when adding Staging environments to the Delphix Engine. This user must have the following permissions:

Staging database login requirements

The Delphix Engine requires a Windows Authentication login to be created for the Staging Windows User on each SQL Server instance that the Delphix Engine will communicate with, with the following permissions:

SQL server target hosts and databases 

Target host requirements

Windows servers which will be added as Target Environments must meet the following requirements: 

Target Windows user requirements

The Delphix Engine needs a Windows domain user — for example, MYDOMAIN\delphix_os — to be specified when adding Target environments to the Delphix Engine. This user must have the following permissions:

Target database login requirements

The Delphix Engine requires a Windows Authentication login to be created for the Target Windows User on each SQL Server instance that the Delphix Engine will communicate with, with the following permissions:

Supported roles for failover cluster instances and always on availability groups

Failover Cluster Instances and Always On Availability groups cannot be used as Staging Environments, and VDBs cannot be provisioned into Availability Groups.

When adding a Failover Cluster Instance or Always On Availability Group, all nodes of the cluster must meet the requirements described in this document.

The following table shows how different SQL Server instance types should be added from the Add Environment screen:    

* Databases that are participating in Availability Groups will not be discovered during the discovery of a Standalone environment.

** VDBs cannot be provisioned into availability groups. However, SQL Server instances that participate in an Availability Group can also be added as Standalone Instances.

Using a Failover Cluster Instance as both Source and Target

A Failover Cluster Instance added as an environment once (as either a Source or Target environment) cannot be used as both a Source and Target.

If this is required, the environment can be added twice:

• Once as a Standalone Source environment

• Once as a Cluster Target environment

The Standalone Source environment can be used for linking dSources, and the Cluster Target environment is used for provisioning VDBs.

As suggested by the Best Practice note earlier in this article, this is not a recommended configuration. Where possible, SQL Server failover cluster instances that the Delphix Engine will use as a target should not be used to host databases other than Delphix VDBs.

Requirements for failover cluster target environments

The following additional requirements exist for Windows Failover Cluster Instances added as Target Environments, to be used for VDB Provisioning.

• You must first add each node in the Window Failover Cluster individually as a standalone target environment, using a non-clustered address. See Adding a SQL Server Standalone Target Environment.

  • The Delphix Engine may show a warning that it cannot discover the Failover Cluster Instances on each standalone host. This is expected.

• Each clustered SQL Server instance must have at least one clustered disk added to the clustered instance resource group, which can be used for creating mount points to Delphix storage.

  • The clustered drive must have a drive letter assigned to it.

  • The clustered drive must be formatted using the "GUID Partition Table (GPT)" partition style, in order for the Delphix Engine to automatically discover the drive letter as a valid option for the cluster instance. An MBR-formatted disk requires manual verification outside of Delphix that the disk has been correctly added to the MSSQL clustered resource group prior to creating the VDB. When provisioning the VDB, you must manually specify the desired MBR disk, because it will not appear in the Delphix GUI.

  • The clustered drive must be added to the clustered instance resource group as a dependency in the Failover Cluster Manager.

• Each node in the cluster must have the Failover Cluster Module for Windows PowerShell feature installed.

  • While running Windows PowerShell as an administrator, enter this command to test that the module is available: Import-Module FailoverClusters

• An additional target environment that can be used as a Connector Environment must exist.

  • This environment must not be a node in the cluster.

  • This environment should be part of the same Active Directory domain as the cluster.

Add the SQL server source environment

Delphix does not require running the Connector on your source. Instead, you'll use the Validated Sync environment as a connector environment to discover the source by proxy.

1. Login to the Delphix Management application.

2. Click Manage.

3. Select Environments.

4. Next to Environments, click the Actions menu, and select Add Environment.

5. In the Add Environmentwizard, Host and Server tab select:

   1. Host OS: Windows

   2. Host Type: Source

   3. Server Type:

   4. If you are adding a Windows Server Failover Cluster (WSFC), add the environment based on which WSFC feature the source databases use:

      • Failover Cluster Instances Add the environment as a standalone source using the cluster name or address.

      • AlwaysOn Availability Groups Add the environment as a cluster source using the cluster name or address.

   5. Otherwise, add the environment as a standalone source.

6. Click Next.

7. In the Environment Settings tab select a Connector Environment. Connector environments are used as a proxy for running discovery on the source. If no connector environments are available for selection, you will need to set them up as described in Adding a SQL Server Standalone Target Environment. Connector environments must:

   • have the Delphix Connector installed

   • be registered with the Delphix Engine from the host machine where they are located.

8. Enter the Environment Name, Node Address, OSUsername, and OSPassword for the source environment.

9. Click Submit.

As the new environment is added, you will see multiple jobs running in the Delphix Admin Job History to Create and Discover an environment. In addition, if you are adding a cluster environment, you will see jobs to Create and Discover each node in the cluster and their corresponding hosts. When the jobs are complete, you will see the new environment added to the list in the Environments panel. If you don't see it, click the Actions menu and select Refresh All.

Linking a SQL server data source (dSource)

Linking a dSource will ingest data from the source and create a dSource object on the engine. The dSource is an object that the Delphix Virtualization Engine uses to create and update virtual copies of your database. As a virtualized representation of your source data, it cannot be managed, manipulated, or examined by database tools. 

For an overview of all dSource related actions, please Managing Data Sources and Syncing Data.

When linking a dSource from a SQL Server source database, Delphix offers several different methods of capturing backup information:

• SQL Server Managed Backups, where the SQL Server source database schedules and initiates backups and the Delphix Engine captures them

  • Full backups

  • Full or differential backups

  • Transaction log backups (with LogSync disabled)

  • Transaction log backups (with LogSync enabled)

• Delphix Managed Backups, where the Delphix Engine schedules and initiates the backups from the source database, and captures them

Procedure

1. Login to the Delphix Management application.

2. Navigate to Manage > Datasets.

3. Click the plus icon and select Add dSource.

4. In the Add dSource wizard, select the source database with the correct environment user-specified.

5. Select user type for source database authentication and enter the login credentials. Enter username and password for Database user or Domain (Windows) user. For Environment User, select a source environment user from the dropdown list and click Next.

6. Enter a name and select a group for your dSource. Adding a dSource to a dataset group lets you set Delphix Domain user permissions for that database and its objects, such as snapshots. See the topics under Users and Groups for more information.

7. Select the Data Management settings needed. For more information, Data Management Settings for SQL Server Data Sources.

8. Select the Staging environment and SQL Instance that will be used to manage the staging database used for validated sync of the dSource.

9. Select any policies for the new dSource.

10. Enter any scripts that should be run on the Hooks page.

11. Review the dSource Configuration and Data Management information, and then click Submit.

Provisioning a SQL server virtual database (VDB)

1. Login to the Delphix Management application.

2. Select Manage > Datasets.

3. Select a dSource.

4. Click Timeflow tab.

5. Next to a snapshot select the

   

   Provision VDB icon. The  Provision VDB panel will open, and the Database Name and Recovery Model will auto-populate with information from the dSource.

6. Select a target environment.

7. Select an Instance to use.

8. If the selected target environment is a Windows Failover Cluster environment, select a drive letter from Available Drives. This drive will contain volume mount points to Delphix storage.

Windows Cluster Volume Management Software Requirements

Only cluster volumes managed by the native Windows Volume Manager are supported. For example, cluster volumes managed by Veritas VxVM are not supported.

If you use third-party volume management software, create a new LU (recommended to be 10GB in size) and add this LU as a clustered resource to the SQL Server instance using native Windows volume management tools. Assign a drive letter for this LU. You can then use this LU as the volume mount point location for Delphix VDB provisioning

9. Enter a VDB Name and select a Target Group for the VDB.

10. Enable Auto VDB Restart to allow the Delphix Engine to automatically restart the VDB when it detects target host reboot.

11. Click Next.

12. Select a Snapshot Policy for the VDB. Click Next.

13. Specify any Pre- or Post-Scripts that should be used during the provisioning process.

14. Click Next.

15. The final summary tab will enable you to review your configurations.

16. Click Submit.

When provisioning starts, the VDB will appear in the Datasets panel. Select the VDB and navigate to the Status tab to see the progress of the job. When provisioning is complete, you can see more information on the Configuration tab.

You can select a SQL Server instance that has a higher version than the source database and the VDB will be automatically upgraded. For more information about compatibility between different versions of SQL Server, see SQL Server Support Matrix.

Provisioning by snapshot or logSync

When provisioning by snapshot, you can provision to the start of any particular snapshot, either by time or LSN.

You can take a new snapshot of the dSource and provision from it by clicking the Camera icon.

Next steps

Congratulations! You have provisioned your first virtual database!

Now, perform some simple functional tests with your application. You can connect your app to the VDB using standard TNS/JDBC techniques. Delphix has already registered the VDB for you on the target listener.

We suggest the following next steps:

1. Drop a table and use the VDB Rewind feature to test the recovery of your VDB.

2. Take a snapshot of your dSource and refresh your VDB to quickly get fresh production data.

3. Provision a new VDB from your VDB to test sharing data quickly with other teams.

4. Mask your new VDB to protect sensitive data. Provision new VDBs from that masked VDB to quickly provide safe data to the development and QA teams.