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ConsultingHealthcare / Benefits

A major-version upgrade is found out in the rehearsal, not the runbook

Regional Health Benefits Administrator

Planning and rehearsing an upgrade from Greenplum 6 to Greenplum 7 on AWS, including catalog checks, a compatibility review of SQL and extensions, and a tested rollback.

Overview

Greenplum 7 is built on a newer PostgreSQL than Greenplum 6, so objects, SQL and extensions that depend on 6 behavior have to be found before the upgrade window, not during it.

Challenge

The warehouse supports claims analytics and had run on Greenplum 6 for several years. The team had deferred the upgrade because they could not say what would break. A catalog with years of drift, a set of legacy backup scripts, and several dozen reporting views and external table definitions made the risk hard to size, and the maintenance window was one weekend.

Environment

Greenplum 6 on AWS EC2 with EBS-backed segments, a standby coordinator, gpbackup to S3, and PXF external tables reading from object storage.

Approach

AceMQ built a compatibility inventory first, then rehearsed the upgrade twice on a restored copy of production before agreeing the window. The rehearsals produced the real list of changes and timings, and a rollback that had been run end to end.

Solution

  1. Ran gpcheckcat and cleaned catalog inconsistencies before any upgrade step
  2. Inventoried SQL, views, functions, extensions and external tables against Greenplum 7 behavior and removed or rewrote the incompatible ones
  3. Replaced legacy backup scripts with gpbackup and gprestore jobs, tested with a real restore
  4. Rehearsed the upgrade twice on a copy restored from backup, recording timings for each stage
  5. Wrote and tested a rollback to the Greenplum 6 cluster, including the decision point after which rollback is no longer cheap
  6. Planned the cutover window, a post-upgrade analyze run and a query plan comparison on the twenty most expensive reports

Outcome

The upgrade ran inside a single weekend window and the rollback was never needed. The post-upgrade plan comparison found two regressed queries, both fixed before Monday.

Technologies

GreenplumAWSPostgreSQL

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