Please do not copy datafiles from one instance to another. If there are any problems, it likely will not be supported by Microsoft.
There are several ways to safely migrate from one Server to another, though my preference is using the Data Migration Assistant. For now, lets talk about your steps:
1) Always Collect all user DDL scripts including:
There are many scripts out there, this version is pretty dependable and runs in the context of one database
/*
This script will script the role members for all roles on the database.
This is useful for scripting permissions in a development environment before refreshing development with a copy of production. This will allow us to easily ensure development permissions are not lost during a prod to dev restoration.
*/
/*********************************************/
/********* DB CONTEXT STATEMENT *********/
/*********************************************/
SELECT '-- [-- DB CONTEXT --] --' AS [-- SQL STATEMENTS --],
1 AS [-- RESULT ORDER HOLDER --]
UNION
SELECT 'USE' + SPACE(1) + QUOTENAME(DB_NAME()) AS [-- SQL STATEMENTS --],
1 AS [-- RESULT ORDER HOLDER --]
UNION
SELECT '' AS [-- SQL STATEMENTS --],
2 AS [-- RESULT ORDER HOLDER --]
UNION
/*********************************************/
/********* DB ROLE PERMISSIONS *********/
/*********************************************/
SELECT '-- [-- DB ROLES --] --' AS [-- SQL STATEMENTS --],
3 AS [-- RESULT ORDER HOLDER --]
UNION
SELECT 'EXEC sp_addrolemember @rolename ='
+ SPACE(1) + QUOTENAME(USER_NAME(rm.role_principal_id), '''') + ', @membername =' + SPACE(1) + QUOTENAME(USER_NAME(rm.member_principal_id), '''') AS [-- SQL STATEMENTS --],
3 AS [-- RESULT ORDER HOLDER --]
FROM sys.database_role_members AS rm
WHERE USER_NAME(rm.member_principal_id) IN (
--get user names on the database
SELECT [name]
FROM sys.database_principals
WHERE [principal_id] > 4 -- 0 to 4 are system users/schemas
and [type] IN ('G', 'S', 'U') -- S = SQL user, U = Windows user, G = Windows group
)
--ORDER BY rm.role_principal_id ASC
UNION
SELECT '' AS [-- SQL STATEMENTS --],
4 AS [-- RESULT ORDER HOLDER --]
UNION
/*********************************************/
/********* OBJECT LEVEL PERMISSIONS *********/
/*********************************************/
SELECT '-- [-- OBJECT LEVEL PERMISSIONS --] --' AS [-- SQL STATEMENTS --],
5 AS [-- RESULT ORDER HOLDER --]
UNION
SELECT CASE
WHEN perm.state <> 'W' THEN perm.state_desc
ELSE 'GRANT'
END
+ SPACE(1) + perm.permission_name + SPACE(1) + 'ON ' + QUOTENAME(USER_NAME(obj.schema_id)) + '.' + QUOTENAME(obj.name) --select, execute, etc on specific objects
+ CASE
WHEN cl.column_id IS NULL THEN SPACE(0)
ELSE '(' + QUOTENAME(cl.name) + ')'
END
+ SPACE(1) + 'TO' + SPACE(1) + QUOTENAME(USER_NAME(usr.principal_id)) COLLATE database_default
+ CASE
WHEN perm.state <> 'W' THEN SPACE(0)
ELSE SPACE(1) + 'WITH GRANT OPTION'
END
AS [-- SQL STATEMENTS --],
5 AS [-- RESULT ORDER HOLDER --]
FROM
sys.database_permissions AS perm
INNER JOIN
sys.objects AS obj
ON perm.major_id = obj.[object_id]
INNER JOIN
sys.database_principals AS usr
ON perm.grantee_principal_id = usr.principal_id
LEFT JOIN
sys.columns AS cl
ON cl.column_id = perm.minor_id AND cl.[object_id] = perm.major_id
--WHERE usr.name = @OldUser
--ORDER BY perm.permission_name ASC, perm.state_desc ASC
UNION
SELECT '' AS [-- SQL STATEMENTS --],
6 AS [-- RESULT ORDER HOLDER --]
UNION
/*********************************************/
/********* DB LEVEL PERMISSIONS *********/
/*********************************************/
SELECT '-- [--DB LEVEL PERMISSIONS --] --' AS [-- SQL STATEMENTS --],
7 AS [-- RESULT ORDER HOLDER --]
UNION
SELECT CASE
WHEN perm.state <> 'W' THEN perm.state_desc --W=Grant With Grant Option
ELSE 'GRANT'
END
+ SPACE(1) + perm.permission_name --CONNECT, etc
+ SPACE(1) + 'TO' + SPACE(1) + '[' + USER_NAME(usr.principal_id) + ']' COLLATE database_default --TO <user name>
+ CASE
WHEN perm.state <> 'W' THEN SPACE(0)
ELSE SPACE(1) + 'WITH GRANT OPTION'
END
AS [-- SQL STATEMENTS --],
7 AS [-- RESULT ORDER HOLDER --]
FROM sys.database_permissions AS perm
INNER JOIN
sys.database_principals AS usr
ON perm.grantee_principal_id = usr.principal_id
--WHERE usr.name = @OldUser
WHERE [perm].[major_id] = 0
AND [usr].[principal_id] > 4 -- 0 to 4 are system users/schemas
AND [usr].[type] IN ('G', 'S', 'U') -- S = SQL user, U = Windows user, G = Windows group
ORDER BY [-- RESULT ORDER HOLDER --]
- Any SQL Jobs
- Replication
- Any other external files necessary for the new instance
2) Pre-Plan Storage Requirements
- Sometimes Migration is the perfect time to following Microsoft's Top 10 Storage Best Practices including:
- Separating tempdb from the rest of the instance and also your system datafiles from the user databases
- Address any special databases into its own disks, settings for optimal performance.
3) TEST, TEST, TEST!!
Always Test your migration. Create a Backup and restore this onto your new server so you verify
- a) the storage fits
- b) the time it take to restore
- c) pre-test connectivity to be free from Network, Firewall, or Permissions issues (including SPNs, DNS A-records, etc)
4) Migrate (using one of three methods)
A) Use a Local SQL Backup.
- Create a local backup from your source instance to the new instance. Restores from local backup sets are usually much faster than network.
B) Use a Backup Tool like Veritas
- Basically, this is a network restore so expect it to be slower than local backups. Also, verify this works before going for a live migration.
C) Use the Data Migration Assistant from Microsoft
This is my personal favorite, since this tool is a all-in-one solution for the day of Migration.
- Finds any breaking, deprecated, changed changes and behaviors prior to migrating to a newer version of SQL Server
- Discover new features and recommendations! DMA is fully comprehensive in its recommendations and fully supports Azure!
- Uses Windows Authentication, which simplifies the permissions necessary for migration.
- BEST PART Seamlessly transfer SQL Logins and Users to the new instance so your application can connect after migration of data is complete!
I have successfully migrated several large instances, including one with 100+ databases ranging from small to 1TB+, from 2008R2 to 2016. Without comparison, the DMA performed faster and more consistently than any other method. And unlike other tools, you can graphically move your databases to whatever customization you want. Very cool and highly recommended.