WO2006108260A1 - Method for validating system changes by use of a replicated system as a system testbed - Google Patents

Method for validating system changes by use of a replicated system as a system testbed Download PDF

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Publication number
WO2006108260A1
WO2006108260A1 PCT/CA2005/001114 CA2005001114W WO2006108260A1 WO 2006108260 A1 WO2006108260 A1 WO 2006108260A1 CA 2005001114 W CA2005001114 W CA 2005001114W WO 2006108260 A1 WO2006108260 A1 WO 2006108260A1
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WIPO (PCT)
Prior art keywords
database
primary
tables
filestore
server
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PCT/CA2005/001114
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French (fr)
Inventor
Rajesh Kapur
Original Assignee
Rajesh Kapur
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Publication date
Priority claimed from CA002504070A external-priority patent/CA2504070C/en
Priority claimed from CA002506303A external-priority patent/CA2506303A1/en
Application filed by Rajesh Kapur filed Critical Rajesh Kapur
Priority to AU2005330533A priority Critical patent/AU2005330533A1/en
Priority to EP05770530A priority patent/EP1869553A1/en
Publication of WO2006108260A1 publication Critical patent/WO2006108260A1/en

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Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F11/00Error detection; Error correction; Monitoring
    • G06F11/07Responding to the occurrence of a fault, e.g. fault tolerance
    • G06F11/16Error detection or correction of the data by redundancy in hardware
    • G06F11/20Error detection or correction of the data by redundancy in hardware using active fault-masking, e.g. by switching out faulty elements or by switching in spare elements
    • G06F11/202Error detection or correction of the data by redundancy in hardware using active fault-masking, e.g. by switching out faulty elements or by switching in spare elements where processing functionality is redundant
    • G06F11/2038Error detection or correction of the data by redundancy in hardware using active fault-masking, e.g. by switching out faulty elements or by switching in spare elements where processing functionality is redundant with a single idle spare processing component
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F11/00Error detection; Error correction; Monitoring
    • G06F11/07Responding to the occurrence of a fault, e.g. fault tolerance
    • G06F11/16Error detection or correction of the data by redundancy in hardware
    • G06F11/20Error detection or correction of the data by redundancy in hardware using active fault-masking, e.g. by switching out faulty elements or by switching in spare elements
    • G06F11/202Error detection or correction of the data by redundancy in hardware using active fault-masking, e.g. by switching out faulty elements or by switching in spare elements where processing functionality is redundant
    • G06F11/2023Failover techniques
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F11/00Error detection; Error correction; Monitoring
    • G06F11/07Responding to the occurrence of a fault, e.g. fault tolerance
    • G06F11/16Error detection or correction of the data by redundancy in hardware
    • G06F11/20Error detection or correction of the data by redundancy in hardware using active fault-masking, e.g. by switching out faulty elements or by switching in spare elements
    • G06F11/2097Error detection or correction of the data by redundancy in hardware using active fault-masking, e.g. by switching out faulty elements or by switching in spare elements maintaining the standby controller/processing unit updated

Definitions

  • version control is another aspect of most document management systems. Version control is an issue of particular importance in situations where different people are able to share documents and have shared access to the documents, including a shared right to independently modify the documents.
  • Documentum 1M is a document management system that comprises of three different layers(or technologies) sitting on top of an operating system (server based) such as Unix or Windows 2000 server, a system database, and a filestore.
  • server based such as Unix or Windows 2000 server
  • system database such as a system database
  • filestore such as a filestore
  • the layers comprise of a Documentum application server layer that sits on top of the database and serves Documentum client interfaces.
  • the reference information i.e. the information pointing to the physical document data
  • supplementary document information i.e. the attributes of the types of Documents stored
  • the actual physical data is stored in a filestore on either the server, a Storage area network (SAN) or Filer pointed to by the server.
  • SAN Storage area network
  • One example of a company in which a document management software system would be useful is an engineering company that has many versions of the same part. When a client orders that part the company has to find the correct part version.
  • the document management system typically includes a system database that is associated with a filestore.
  • the filestore stores the actual document data, while the system database stores reference information that points to the document within the filestore. Also, the system database typically stores supplementary document information regarding each document.
  • a replicated server (The replica containing the proprietary document management system software and the system database containing reference data to point to the document data wherein said document data is stored in a separate system filestore associated with a system database) was built, and upgraded, and hence plurality of data was achieved but only at a point in time that allowed a switch or toggle to allow the new replicated server to become the production system.
  • the data was copied from the primary filestore using a full backup /restore on the Thursday night to the secondary backup filestore.
  • the Primary production server was shutdown and incremental backup of the primary filestore and database export from the primary database taken and these applied to the secondary server. This step ensured the plurality of the data for the point in time when after testing a switch could be made.
  • the approach forms one of the foundation stones of this Invention.
  • the second foundation stone of this invention is another invention File number CTC002 submitted recently for Patent in Canada, in which the concept of usage of Oracle triggers to record the metadata is developed, using a set of access preservation tables (Oracle tables, SqI Server tables).
  • the final foundation stone is the fact that most servers (such as a Unix or Windows 2000 server) on which the Document Management/Oracle software sits on are Networked.
  • this invention could additionally be used for the purpose of the secondary server acting as a "Standby" in case of failure of the first system's Server.
  • the primary system is operably connected to a network fabric.
  • the secondary system is operably connected to a network fabric.
  • the primary system has information loaded onto it, and is based on the first server.
  • the secondary system has information loaded onto it, and is based on a second server.
  • the first system and the second system is configured to allow a client computer operably connected to the network fabric to locate information owned by the first system and information owned by the second system.
  • the second system replicates the first system.
  • the system comprises a Document Management System residing on a server (Unix or Windows 2000 server) comprising of a filestore storing the actual document data and a system database storing reference information pointing to the documents within a filestore, supplementary information on the document, together with system specific information.
  • the second system's system database is configured to mirror the information in that of the first system's system database less a portion of the data which allows the second system to be uniquely identified on the network fabric.
  • the filestore containing documents is connected to the network fabric.
  • the filestore is based on a Storage Area Network (SAN) or Filer connected to the network fabric.
  • the primary system's server can be connected to the filestore.
  • the secondary system's server can be connected to the same system filestore it is appreciated that a separate filestore for the secondary system can also be used and this is comprehended by the Invention in this case the second filestore in this case would need to have incremental backups from the first filestore to be continuously applied to it throughout.
  • the primary and secondary system share the same system filestore.
  • the primary and secondary system databases are linked through the network fabric.
  • the method comprises of using Oracle Database software linking primary and secondary system databases on the network fabric by means of an Oracle database link command.
  • this link between primary and secondary system databases is by a means of a SQL server linked server command.
  • both the primary and secondary systems databases have the required access permissions to access, modify, insert or delete data in each other and are accessible to each other across the network fabric.
  • the method comprises document data being added to the filestore and reference data modified within system tables in the primary system database, and wherein the recording step comprises the step of recording reference data from all primary system tables, save those holding system specific data.
  • the primary system in response to an insert, update, delete command, inserts, updates, deletes reference data to each of the system tables affected for each particular transaction.
  • the recording step comprises recording the reference data using at least one database trigger.
  • the recording step comprises recording the reference data using three database triggers associated with each system table, excepting those tables, which allow the first system to be uniquely identified on the network fabric.
  • the method comprises adding a first database trigger associated with recording the changes after an insert command on each table, adding a second database trigger associated with recording the changes after an update command on each table and adding a third database trigger associated with recording the changes after a delete command on each database table, excepting those tables that define the primary system on the network fabric.
  • the method comprises performing identical changes, to that which can occur after an insert, update, delete command on each primary system database table and are recorded within the respective database trigger pertaining to that particular transaction to the identical replicated secondary system database table, by means of the salient SQL command contained within the three triggers on each of the primary database tables, the transfer, and application of the identical SQL command made possible only by the primary and secondary database systems being linked through a database link on the network fabric.
  • the three triggers on each table in the primary database also record the changes on update, insert, delete to access-preservation tables and a single transaction table for all changes on all tables.
  • the single transaction table contains the group: the type of transaction (i.e.
  • the recording step comprises using at least one access-preservation table.
  • the recording step comprises using a set of three access preservation tables for each primary system table to be mirrored in the secondary database tables.
  • the method additionally comprises using a database stored procedure to apply the changes and transactions recorded in the access-preservation tables and transaction table, to the secondary system should the database link be severed for any reason including that of maintenance to the secondary system on a time based input parameter, once the database link is restored and user input is halted temporarily.
  • a set of database procedures can be used in contingency the database link is severed for any reason to apply the changes and transactions recorded, in order, from the time the link was severed to the secondary system in order to synchronise the two systems once the database link is restored again, user input to be halted at this point until the procedures have finished running , then the system can be returned to the said automated transfer using the SQL command within the triggers on each table, with the user input recommenced.
  • the set comprises a first access-preservation table to receive reference data recorded from the insert transaction on each system table, a second access-preservation table to receive reference data recorded from the update transaction on each system table, and a third access preservation table to receive reference data recorded from the delete transaction on each system table.
  • the method comprises input restriction until the primary and secondary system databases are re-synchronised.
  • the method comprises the contingency of applying the changes through at least a single database procedure using the combination transaction table and access-preservation tables, in order to resynchronise the primary and secondary systems once the database link is restored.
  • the method comprises using Documentum as the Document Management System for both the primary and secondary system.
  • the method comprises of using the primary system for the user community to store their documents.
  • the method comprises of using the secondary system as a testbed for changes which eventually need to be applied to the primary system.
  • the method comprises document data being added to the filestore and reference data modified within Documentum system tables in the primary Oracle system database, and wherein the recording step comprises the step of recording reference data from all primary system tables, save those holding server specific data.
  • the method requires the secondary system to be used as a testbed, for testing any changes before applying changes to the Primary system.
  • the secondary system can be also used as a standby backup system in case of failure of the primary system.
  • the primary and secondary systems can be interchanged by adding the database triggers and procedures to both primary and secondary system databases and disabling the triggers and procedures in the designated secondary system.
  • the system comprises a Documentum document management system, and wherein the method is carried out additionally it is appreciated that the secondary server be used as a "Standby" this is comprehended by this invention but is not the primary purpose.
  • the recording, inserting, updating, deleting and providing steps and standard database constructs are executed by the execution of Oracle database software code.
  • the recording, inserting, updating, deleting and providing steps and standard database constructs are executed by the execution of SQL Server database software code.
  • Figure 1 shows the preferred form of the invention which allows the invaluable validation, testing of changes due to applying software/hardware patches, maintenance work, and perhaps upgrades on a real-time replica of the system; in this case of a Document management system known as Documentum, without risking the live system.
  • a Document management system known as Documentum
  • a typical Documentum system database has a number of system tables that store reference information and supplementary document information.
  • the Replicated server is set up using the approach presented at the Documentum Conference "Upgrading to Documentum 5i using the toggle "clone” method by myself.
  • the primary system is operably connected to a network fabric.
  • the secondary system is operably connected to a network fabric.
  • the primary system has information loaded onto it, and is based on the first server.
  • the secondary system has information loaded onto it, and is based on a second server.
  • the first system and the second system is configured to allow a client computer operably connected to the network fabric to locate information owned by the first system and information owned by the second system.
  • the second system replicates the first system.
  • the system comprises a Document Management System residing on a server (Unix or Windows 2000 server) comprising of a filestore storing the actual document data and a system database storing reference information pointing to the documents within a filestore, supplementary information on the document, together with system specific information.
  • the second system's system database is configured to mirror the information in that of the first system's system database less a portion of the data which allows the second system to be uniquely identified on the network fabric.
  • the filestore containing documents is connected to the network fabric.
  • the filestore is based on a Storage Area Network (SAN) or Filer connected to the network fabric.
  • the primary system's server can be connected to the filestore.
  • the secondary system's server can be connected to the same system filestore it is appreciated that a separate filestore for the secondary system can also be used and this is comprehended by the Invention in this case the second filestore in this case would need to have incremental backups from the first filestore to be continuously applied to it throughout.
  • the primary and secondary system share the same system filestore.
  • the primary and secondary system databases are linked through the network fabric.
  • the method comprises of using Oracle Database software linking primary and secondary system databases on the network fabric by means of an Oracle database link command.
  • this link between primary and secondary system databases is by a means of a SQL server linked server command.
  • both the primary and secondary systems databases have the required access permissions to access, modify, insert or delete data in each other and are accessible to each other across the network fabric.
  • the method comprises document data being added to the filestore and reference data modified within system tables in the primary system database, and wherein the recording step comprises the step of recording reference data from all primary system tables, save those holding system specific data.
  • the primary system in response to a insert, update, delete command, inserts, updates, deletes reference data to each of the system tables affected for each particular transaction.
  • the recording step comprises recording the reference data using at least one database trigger.
  • the recording step comprises recording the reference data using three database triggers associated with each system table, excepting those tables, which allow the first system to be uniquely identified on the network fabric.
  • the method comprises adding a first database trigger associated with recording the changes after an insert command on each table, adding a second database trigger associated with recording the changes after an update command on each table and adding a third database trigger associated with recording the changes after a delete command on each database table, excepting those tables that define the primary system on the network fabric.
  • the method comprises performing identical changes, to that which can occur after an insert, update, delete command on each primary system database table and are recorded within the respective database trigger pertaining to that particular transaction to the identical replicated secondary system database table, by means of the salient SQL command contained within the three triggers on each of the primary database tables, the transfer, and application of the identical SQL command made possible only by the primary and secondary database systems being linked through a database link on the network fabric.
  • the three triggers on each table in the primary database also record the changes on update, insert, delete to access-preservation tables and a single transaction table for all changes on all tables.
  • the single transaction table contains the group: the type of transaction (i.e.
  • the recording step comprises using at least one access-preservation table.
  • the recording step comprises using a set of three access preservation tables for each primary system table to be mirrored in the secondary's database tables.
  • the method additionally comprises using a database stored procedure to apply the changes and transactions recorded in the access-preservation tables and transaction table, to the secondary system should the database link be severed for any reason including that of maintenance to the secondary system on a time based input parameter, once the database link is restored and user input is halted temporarily.
  • a set of database procedures can be used in contingency the database link is severed for any reason to apply the changes and transactions recorded, in order, from the time the link was severed to the secondary system in order to synchronise the two systems once the database link is restored again, user input to be halted at this point until the procedures have finished running , then the system can be returned to the said automated transfer using the SQL command within the triggers on each table, with the user input recommenced.
  • the set comprises a first access-preservation table to receive reference data recorded from the insert transaction on each system table, a second access-preservation table to receive reference data recorded from the update transaction on each system table, and a third access preservation table to receive reference data recorded from the delete transaction on each system table.
  • the method comprises input restriction until the primary and secondary system databases are re- synchronised.
  • the method comprises the contingency of applying the changes through at least a single database procedure using the combination transaction table and access-preservation tables, in order to re-synchronise the primary and secondary systems once the database link is restored.
  • the method comprises using Documentum as the Document Management System for both the primary and secondary system.
  • the method comprises of using the primary system for the user community to store their documents.
  • the method comprises of using the secondary system as a testbed for changes which eventually need to be applied to the primary system.
  • the method comprises document data being added to the filestore and reference data modified within Documentum system tables in the primary Oracle system database, and wherein the recording step comprises the step of recording reference data from all primary system tables, save those holding server specific data.
  • the method requires the secondary system to be used as a testbed, for testing any changes before applying changes to the Primary system.
  • the secondary system can be also used as a standby backup system in case of failure of the primary system.
  • the primary and secondary systems can be interchanged by adding the database triggers and procedures to both primary and secondary system databases and disabling the triggers and procedures in the designated secondary system.
  • the system comprises a Documentum document management system, and wherein the method is carried out additionally it is appreciated that the secondary server be used as a "Standby" this is comprehended by this invention but is not the primary purpose.
  • the recording, inserting, updating, deleting and providing steps and standard database constructs are executed by the execution of Oracle database software code.
  • the recording, inserting, updating, deleting and providing steps and standard database constructs are executed by the execution of SQL Server database software code.
  • the triggers are added to the relevant Documentum tables and they automatically fire to capture the salient information needed to apply a SQL command to keep two systems synchronised, where the secondary system is a replica of the first.
  • This transfer is made possible by the setting up of a Database link between the primary and secondary database systems across the network fabric.
  • an Oracle Database link Permissions to the user schema or database on the secondary system need to be granted to the primary system's schema or database, and visa versa in case of the secondary system taking over the role of the primary.
  • the database link could be set up using other databases of course using the relevant construct, as I have some experience with SqI Server I can at least provide the database mechanism to link two SqI server databases together namely the "linked server" construct. Though my experience is mainly within the Oracle database orena, most large database of any stature have to have similar constructs through common standards such as the SQL command language itself. So this method is very much multi-database.
  • the Invention can be embodied in a multi-operating system embodiment.
  • the invention can be embodied in a multi-document management system embodiment.
  • the invention can be implemented in a multi-database embodiment.
  • the first command of the above trigger shows the SQL command and the "after delete row" trigger on the primary database automatically deletes the row in the secondary table.
  • the insert statement is necessary in case the link is severed which can happen from time to time in case of maintenance, or in case of failure.
  • As the above Oracle code shows this can be used in order to preserve the data in access preservation tables and the transaction table.
  • the access- preservation tables and transaction table are used instead at a later point by database procedures that can run in the transactions in sequence to the Secondary Database, or visa versa.
  • the triggers and procedures being "Enabled" in the designated Primary.
  • a "after row insert” and “after row update” is preferably used, meaning that the data values of the row that have been, inserted or updated are actually captured notice the new values . inserted are always used. On a “before insert "old values do not exist. This ensures that all salient and/or relevant information is captured.
  • An oracle database procedure or stored procedure is a piece of oracle execution code and carries out logical instructions.
  • An oracle trigger is a piece of application code that can be applied to an oracle "table" (a storage unit like a filling cabinet) which when particular transactions are carried out on the table it fires automatically to execute the code within it.

Abstract

A method for validating system changes by use of a replicated system as a system testbed wherein said system contains document management system software and a system database containing reference data to point to the document data within the system filestore, during maintenance or validation requirement to the primary system, the secondary replicated system can be used as a test environment, the method comprising steps of: creating a replicated server containing the system in which the reference data in the system database points to the primary system filestore and the system database tables mirror the primary, except those tables, containing reference information that uniquely identifies the replicated system from the primary production system; determining that a insert, update, delete/overwrite command has been issued on tables within the primary system database; and transferring and recording the commands from the primary system to the mirrored database system tables of the replicated system.

Description

METHOD FOR VALIDATING SYSTEM CHANGES BY USE OF A REPLICATED
SYSTEM AS A SYSTEM TESTBED
Background of the Invention
Many large companies use document management software. The purpose of such software is to help companies keep track of large volumes of documents in an organized way, so that documents can be easily stored, found and retrieved. In many cases, there will be more than one version of a particular document. Thus, version control is another aspect of most document management systems. Version control is an issue of particular importance in situations where different people are able to share documents and have shared access to the documents, including a shared right to independently modify the documents.
Documentum 1M is a document management system that comprises of three different layers(or technologies) sitting on top of an operating system (server based) such as Unix or Windows 2000 server, a system database, and a filestore.
The layers comprise of a Documentum application server layer that sits on top of the database and serves Documentum client interfaces. The reference information (i.e. the information pointing to the physical document data) and supplementary document information (i.e. the attributes of the types of Documents stored) are stored in the database. The actual physical data is stored in a filestore on either the server, a Storage area network (SAN) or Filer pointed to by the server.
One example of a company in which a document management software system would be useful is an engineering company that has many versions of the same part. When a client orders that part the company has to find the correct part version.
The document management system typically includes a system database that is associated with a filestore. The filestore stores the actual document data, while the system database stores reference information that points to the document within the filestore. Also, the system database typically stores supplementary document information regarding each document.
As part of the management of a document management system the system database and filestore continue to grow in size. While this is a positive and desirable situation for the business as a whole, the company's data / Intellectual property is kept safe. This poses large problems systems people who need to maintain, upgrade these vast systems. The problem posed is also complicated by the range of different technologies involved. The document management system having its own layers to manipulate the user entry and the separate stores of data namely the system database and the filestore which need to be maintained consistently.
For example every company needs to maintain the availability of these large systems stretching for some large companies into the terabytes of data. Should one of these systems experience problems, such as a performance problem or require hardware or a Documentum, or a database software patch there is currently no satisfactory way of handling, testing or validating these changes. The changes can be tested on a test system but this system never mirrors a real live production system and Stress testing is seldom carried out (real load testing where sometimes the real problems of performance degradation are found). Also Documentum software, databases need maintaining, tuning and effects of small changes need to be adequately studied. Often its required to carry these requirements out on live production systems this risks lack of validation and stress testing and considerable periods of problems, or downtime if the patch applied fixes one scenario but breaks another, or when a mistake gets made. This is unacceptable for most businesses, as some changes cannot be reverted.
With regards to major upgrades until very recently, most companies still preferred to completely write a new system and migrate the data across, some still do this, as the risk to their current system is so great. This invention does not cater for major upgrades, however, there it is advisable to sever the connection between the servers and use a copy of the filestore for the secondary system and use the approach as was presented by myself at the Documentum Conference in Lisbon May 2004, "Upgrading to Documentum 5i using the Clean Build Toggle "Clone" Approach". The below approach was born out of a real-time critical problem. The filestore SAN storage that the Documentum management system was pointing to was running out of space. It was found that because the San drive was associated with NT server (on which the companies' Documentum system was based on at the time couldn't actually be extended). As the systems Architect and Database Administrator it was my job to come up with the solution. I did this by cleanly building the said system on a new server (with the help of hardware and network professionals).
In this approach a replicated server, (The replica containing the proprietary document management system software and the system database containing reference data to point to the document data wherein said document data is stored in a separate system filestore associated with a system database) was built, and upgraded, and hence plurality of data was achieved but only at a point in time that allowed a switch or toggle to allow the new replicated server to become the production system. In this procedure the data was copied from the primary filestore using a full backup /restore on the Thursday night to the secondary backup filestore. On Friday night the Primary production server was shutdown and incremental backup of the primary filestore and database export from the primary database taken and these applied to the secondary server. This step ensured the plurality of the data for the point in time when after testing a switch could be made. The approach forms one of the foundation stones of this Invention.
The second foundation stone of this invention is another invention File number CTC002 submitted recently for Patent in Canada, in which the concept of usage of Oracle triggers to record the metadata is developed, using a set of access preservation tables (Oracle tables, SqI Server tables).
The final foundation stone is the fact that most servers (such as a Unix or Windows 2000 server) on which the Document Management/Oracle software sits on are Networked.
It is appreciated that this invention could additionally be used for the purpose of the secondary server acting as a "Standby" in case of failure of the first system's Server.
Summary of the Invention
What is required is a method for validating changes that need to be applied to the system these could be software or hardware patches or minor upgrades. The invention envisages doing this safely with no risk by using a replicated system as a system testbed updated constantly using data from the Production system which is modified by users this enables users to experience only positive changes to the system documents being managed by a document management system whilst system professionals being able to monitor, validate ,add patches and small maintenance tasks before applying these to the production system on successful upgrade the systems could even be switched to allow the upgrade to take place on the primary system on unsuccessful upgrade the problem can be identified and fixed, the secondary system reverted to a previous state if possible, in any case the primary system is secured. Accordingly, there is provided a method for validating system changes by use of a replicated system as a system testbed wherein said system contains document management system software and a system database which contains reference data to point to the document data within the system filestore, during maintenance or validation requirement to the primary system, the secondary replicated system can be used as a test environment, the method comprising steps of:
• creating a replicated server containing the system in which the reference data in the system database points to the primary system filestore and the system database tables mirror the primary, except those tables, containing reference information that uniquely identifies the replicated system from the primary production system on the network fabric;
• determining that a insert, update, delete/overwrite command has been issued on mirrored tables within the primary system database; and
• transferring and recording the commands from the primary system to the database system tables of the replicated system.
Preferably, the primary system is operably connected to a network fabric. Preferably, the secondary system is operably connected to a network fabric. Preferably, the primary system has information loaded onto it, and is based on the first server. Preferably, the secondary system has information loaded onto it, and is based on a second server. Preferably, the first system and the second system is configured to allow a client computer operably connected to the network fabric to locate information owned by the first system and information owned by the second system. Preferably, the second system replicates the first system. Preferably, the system comprises a Document Management System residing on a server (Unix or Windows 2000 server) comprising of a filestore storing the actual document data and a system database storing reference information pointing to the documents within a filestore, supplementary information on the document, together with system specific information. Preferably, the second system's system database is configured to mirror the information in that of the first system's system database less a portion of the data which allows the second system to be uniquely identified on the network fabric. Preferably, the filestore containing documents is connected to the network fabric. Preferably, the filestore is based on a Storage Area Network (SAN) or Filer connected to the network fabric. Preferably, the primary system's server can be connected to the filestore. Preferably, the secondary system's server can be connected to the same system filestore it is appreciated that a separate filestore for the secondary system can also be used and this is comprehended by the Invention in this case the second filestore in this case would need to have incremental backups from the first filestore to be continuously applied to it throughout. Preferably, the primary and secondary system share the same system filestore. Preferably, the primary and secondary system databases are linked through the network fabric. Preferably, the method comprises of using Oracle Database software linking primary and secondary system databases on the network fabric by means of an Oracle database link command. Preferably, in the case of a SQL Server database this link between primary and secondary system databases is by a means of a SQL server linked server command. Preferably, both the primary and secondary systems databases have the required access permissions to access, modify, insert or delete data in each other and are accessible to each other across the network fabric. Preferably, the method comprises document data being added to the filestore and reference data modified within system tables in the primary system database, and wherein the recording step comprises the step of recording reference data from all primary system tables, save those holding system specific data. Preferably, the primary system, in response to an insert, update, delete command, inserts, updates, deletes reference data to each of the system tables affected for each particular transaction. Preferably, the recording step comprises recording the reference data using at least one database trigger. Preferably, the recording step comprises recording the reference data using three database triggers associated with each system table, excepting those tables, which allow the first system to be uniquely identified on the network fabric. Preferably, the method comprises adding a first database trigger associated with recording the changes after an insert command on each table, adding a second database trigger associated with recording the changes after an update command on each table and adding a third database trigger associated with recording the changes after a delete command on each database table, excepting those tables that define the primary system on the network fabric. Preferably, the method comprises performing identical changes, to that which can occur after an insert, update, delete command on each primary system database table and are recorded within the respective database trigger pertaining to that particular transaction to the identical replicated secondary system database table, by means of the salient SQL command contained within the three triggers on each of the primary database tables, the transfer, and application of the identical SQL command made possible only by the primary and secondary database systems being linked through a database link on the network fabric. Preferably, the three triggers on each table in the primary database also record the changes on update, insert, delete to access-preservation tables and a single transaction table for all changes on all tables. Preferably, the single transaction table contains the group: the type of transaction ( i.e. update, delete, Insert), the system table on which the transaction is performed, the primary key of the table, and a Date-timestamp. Preferably, the recording step comprises using at least one access-preservation table. Preferably, the recording step comprises using a set of three access preservation tables for each primary system table to be mirrored in the secondary database tables. Preferably, the method additionally comprises using a database stored procedure to apply the changes and transactions recorded in the access-preservation tables and transaction table, to the secondary system should the database link be severed for any reason including that of maintenance to the secondary system on a time based input parameter, once the database link is restored and user input is halted temporarily. Preferably, a set of database procedures can be used in contingency the database link is severed for any reason to apply the changes and transactions recorded, in order, from the time the link was severed to the secondary system in order to synchronise the two systems once the database link is restored again, user input to be halted at this point until the procedures have finished running , then the system can be returned to the said automated transfer using the SQL command within the triggers on each table, with the user input recommenced. Preferably, the set comprises a first access-preservation table to receive reference data recorded from the insert transaction on each system table, a second access-preservation table to receive reference data recorded from the update transaction on each system table, and a third access preservation table to receive reference data recorded from the delete transaction on each system table. Preferably, the method comprises input restriction until the primary and secondary system databases are re-synchronised. Preferably, the method comprises the contingency of applying the changes through at least a single database procedure using the combination transaction table and access-preservation tables, in order to resynchronise the primary and secondary systems once the database link is restored. Preferably, the method, comprises using Documentum as the Document Management System for both the primary and secondary system. Preferably the method comprises of using the primary system for the user community to store their documents. Preferably, the method comprises of using the secondary system as a testbed for changes which eventually need to be applied to the primary system. Preferably, the method comprises document data being added to the filestore and reference data modified within Documentum system tables in the primary Oracle system database, and wherein the recording step comprises the step of recording reference data from all primary system tables, save those holding server specific data. Preferably, the method requires the secondary system to be used as a testbed, for testing any changes before applying changes to the Primary system. Preferably, the secondary system can be also used as a standby backup system in case of failure of the primary system. Preferably, the primary and secondary systems can be interchanged by adding the database triggers and procedures to both primary and secondary system databases and disabling the triggers and procedures in the designated secondary system. Preferably, the system comprises a Documentum document management system, and wherein the method is carried out additionally it is appreciated that the secondary server be used as a "Standby" this is comprehended by this invention but is not the primary purpose. Preferably, the recording, inserting, updating, deleting and providing steps and standard database constructs are executed by the execution of Oracle database software code. Preferably, the recording, inserting, updating, deleting and providing steps and standard database constructs are executed by the execution of SQL Server database software code.
Detailed Description
Figure 1 shows the preferred form of the invention which allows the invaluable validation, testing of changes due to applying software/hardware patches, maintenance work, and perhaps upgrades on a real-time replica of the system; in this case of a Document management system known as Documentum, without risking the live system. With the additional benefits that systems professional's can get users to thoroughly test including the additional benefit of being able to stress test e.g. carry out real load testing, with little or no time pressure; knowing that the primary system can be reverted to in case of failure due to changes.
A typical Documentum system database has a number of system tables that store reference information and supplementary document information. The Replicated server is set up using the approach presented at the Documentum Conference "Upgrading to Documentum 5i using the toggle "clone" method by myself.
According to the invention, preferably, the primary system is operably connected to a network fabric. Preferably, the secondary system is operably connected to a network fabric. Preferably, the primary system has information loaded onto it, and is based on the first server. Preferably, the secondary system has information loaded onto it, and is based on a second server. Preferably, the first system and the second system is configured to allow a client computer operably connected to the network fabric to locate information owned by the first system and information owned by the second system. Preferably, the second system replicates the first system. Preferably, the system comprises a Document Management System residing on a server (Unix or Windows 2000 server) comprising of a filestore storing the actual document data and a system database storing reference information pointing to the documents within a filestore, supplementary information on the document, together with system specific information. Preferably, the second system's system database is configured to mirror the information in that of the first system's system database less a portion of the data which allows the second system to be uniquely identified on the network fabric. Preferably, the filestore containing documents is connected to the network fabric. Preferably, the filestore is based on a Storage Area Network (SAN) or Filer connected to the network fabric. Preferably, the primary system's server can be connected to the filestore. Preferably, the secondary system's server can be connected to the same system filestore it is appreciated that a separate filestore for the secondary system can also be used and this is comprehended by the Invention in this case the second filestore in this case would need to have incremental backups from the first filestore to be continuously applied to it throughout. Preferably, the primary and secondary system share the same system filestore. Preferably, the primary and secondary system databases are linked through the network fabric. Preferably, the method comprises of using Oracle Database software linking primary and secondary system databases on the network fabric by means of an Oracle database link command. Preferably, in the case of a SQL Server database this link between primary and secondary system databases is by a means of a SQL server linked server command. Preferably, both the primary and secondary systems databases have the required access permissions to access, modify, insert or delete data in each other and are accessible to each other across the network fabric. Preferably, the method comprises document data being added to the filestore and reference data modified within system tables in the primary system database, and wherein the recording step comprises the step of recording reference data from all primary system tables, save those holding system specific data. Preferably, the primary system, in response to a insert, update, delete command, inserts, updates, deletes reference data to each of the system tables affected for each particular transaction. Preferably, the recording step comprises recording the reference data using at least one database trigger. Preferably, the recording step comprises recording the reference data using three database triggers associated with each system table, excepting those tables, which allow the first system to be uniquely identified on the network fabric. Preferably, the method comprises adding a first database trigger associated with recording the changes after an insert command on each table, adding a second database trigger associated with recording the changes after an update command on each table and adding a third database trigger associated with recording the changes after a delete command on each database table, excepting those tables that define the primary system on the network fabric. Preferably, the method comprises performing identical changes, to that which can occur after an insert, update, delete command on each primary system database table and are recorded within the respective database trigger pertaining to that particular transaction to the identical replicated secondary system database table, by means of the salient SQL command contained within the three triggers on each of the primary database tables, the transfer, and application of the identical SQL command made possible only by the primary and secondary database systems being linked through a database link on the network fabric. Preferably, the three triggers on each table in the primary database also record the changes on update, insert, delete to access-preservation tables and a single transaction table for all changes on all tables. Preferably, the single transaction table contains the group: the type of transaction (i.e. update, delete, Insert), the system table on which the transaction is performed, the primary key of the table, and a Date-timestamp. Preferably, the recording step comprises using at least one access-preservation table. Preferably, the recording step comprises using a set of three access preservation tables for each primary system table to be mirrored in the secondary's database tables. Preferably, the method additionally comprises using a database stored procedure to apply the changes and transactions recorded in the access-preservation tables and transaction table, to the secondary system should the database link be severed for any reason including that of maintenance to the secondary system on a time based input parameter, once the database link is restored and user input is halted temporarily. Preferably, a set of database procedures can be used in contingency the database link is severed for any reason to apply the changes and transactions recorded, in order, from the time the link was severed to the secondary system in order to synchronise the two systems once the database link is restored again, user input to be halted at this point until the procedures have finished running , then the system can be returned to the said automated transfer using the SQL command within the triggers on each table, with the user input recommenced. Preferably, the set comprises a first access-preservation table to receive reference data recorded from the insert transaction on each system table, a second access-preservation table to receive reference data recorded from the update transaction on each system table, and a third access preservation table to receive reference data recorded from the delete transaction on each system table. Preferably, the method comprises input restriction until the primary and secondary system databases are re- synchronised. Preferably, the method comprises the contingency of applying the changes through at least a single database procedure using the combination transaction table and access-preservation tables, in order to re-synchronise the primary and secondary systems once the database link is restored. Preferably, the method, comprises using Documentum as the Document Management System for both the primary and secondary system. Preferably the method comprises of using the primary system for the user community to store their documents. Preferably, the method comprises of using the secondary system as a testbed for changes which eventually need to be applied to the primary system. Preferably, the method comprises document data being added to the filestore and reference data modified within Documentum system tables in the primary Oracle system database, and wherein the recording step comprises the step of recording reference data from all primary system tables, save those holding server specific data. Preferably, the method requires the secondary system to be used as a testbed, for testing any changes before applying changes to the Primary system. Preferably, the secondary system can be also used as a standby backup system in case of failure of the primary system. Preferably, the primary and secondary systems can be interchanged by adding the database triggers and procedures to both primary and secondary system databases and disabling the triggers and procedures in the designated secondary system. Preferably, the system comprises a Documentum document management system, and wherein the method is carried out additionally it is appreciated that the secondary server be used as a "Standby" this is comprehended by this invention but is not the primary purpose. Preferably, the recording, inserting, updating, deleting and providing steps and standard database constructs are executed by the execution of Oracle database software code.
Preferably, the recording, inserting, updating, deleting and providing steps and standard database constructs are executed by the execution of SQL Server database software code.
The triggers are added to the relevant Documentum tables and they automatically fire to capture the salient information needed to apply a SQL command to keep two systems synchronised, where the secondary system is a replica of the first. This transfer is made possible by the setting up of a Database link between the primary and secondary database systems across the network fabric. In this case an Oracle Database link. Permissions to the user schema or database on the secondary system need to be granted to the primary system's schema or database, and visa versa in case of the secondary system taking over the role of the primary. Additionally, the database link could be set up using other databases of course using the relevant construct, as I have some experience with SqI Server I can at least provide the database mechanism to link two SqI server databases together namely the "linked server" construct. Though my experience is mainly within the Oracle database orena, most large database of any stature have to have similar constructs through common standards such as the SQL command language itself. So this method is very much multi-database.
Below, there is shown sample code which can be extended to implement the invention the code is by no means complete but is sufficient to demonstrate the method. Code is given for Oracle only. One system table is taken dm_sysobject_r as example from the Documentum system though not all the columns are used for the example to merely show the concept of the three trigger a table system that is embodied by this invention. The concept is however explained.
The Invention can be embodied in a multi-operating system embodiment. The invention can be embodied in a multi-document management system embodiment. The invention can be implemented in a multi-database embodiment.
Oracle
Create Database link link_name
Connect to username Identified by password
Using sqlnet_string;
e.g.
Create Database link Secondary
connect to secondary identified by secondary
using 'backup_database'
It is appreciated that in the case of an Oracle delete trigger (a before or after) trigger can be used, as is comprehended by the invention.
Create or replace trigger keep_del_r_trigger
before delete on dm_sysobject_r
for each row
Begin delete from dm_sysobject_r@backup_database where r_object_id = :old.r_object_id
Insert into keep_r_table value
(:old.r_object_id,:old.r_version_label,:old.i_folder_id,:SYSDATE);
Insert into transaction_table ('Delete', 'dm_sysobject_r',:old.r_object_id, SYSDATE);
EXCEPTION
when others then
RAISE;
END;
/
The first command of the above trigger shows the SQL command and the "after delete row" trigger on the primary database automatically deletes the row in the secondary table. The insert statement is necessary in case the link is severed which can happen from time to time in case of maintenance, or in case of failure. As the above Oracle code shows this can be used in order to preserve the data in access preservation tables and the transaction table. In this case instead of using the link to transfer the necessary commands; the access- preservation tables and transaction table are used instead at a later point by database procedures that can run in the transactions in sequence to the Secondary Database, or visa versa. The triggers and procedures being "Enabled" in the designated Primary.
Create or replace trigger keep_ins_r_trigger
after insert on dm_sysobject_r
for each row
Begin
insert into dm_sysobject_r@backup_database(:new.r_object_id,:new.r_version_label,:new.i_folder_id)
Insert into keep_r_table value
(:new.r_object_id,:new.r_version_label,:new.i_folder_id:, SYSDATE); Insert into transaction_table ('Insert', 'dm_sysobject_r',:new.r_object_id, SYSDATE);
EXCEPTION
when others then
RAISE;
END;
/
Notice the new values are used meaning the values after the insert or update of a row and these are subsequently used to apply changes to the secondary database.
Create or replace trigger keep_upd_r_trigger
after update on dm_sysobject_r
for each row
Begin
update dm_sysobject_r@backup_database set r versionjabel = :new.r_version_label, i folder id = :new.i_folder_id where r_object_id = :new.r_object_id,
Insert into keep_r_table value
(:new.r_object_id,:new.r_version_label,:new.i_folder_id:, SYSDATE);
Insert into transaction_table ('Update', 'dm_sysobject_r',:old.r_object_id, SYSDATE);
EXCEPTION
when others then
RAISE;
END; In the case of the dm_sysobject_r table above an example has been given of how the three triggers record the transactions for that table. This of course can be extended to every table within the system. A "before row delete" is used in the example, meaning the data that is about to be deleted is captured the old values meaning whatever was there previously is always captured.
A "after row insert" and "after row update" is preferably used, meaning that the data values of the row that have been, inserted or updated are actually captured notice the new values . inserted are always used. On a "before insert "old values do not exist. This ensures that all salient and/or relevant information is captured.
It will be appreciated that an "after row delete" and "before row update / insert" could also be used and are comprehended by the invention. In such a case, the old values are captured immediately upon the deletion and the new values upon update and insert.
An oracle database procedure or stored procedure is a piece of oracle execution code and carries out logical instructions. An oracle trigger is a piece of application code that can be applied to an oracle "table" (a storage unit like a filling cabinet) which when particular transactions are carried out on the table it fires automatically to execute the code within it.

Claims

1. A method for validating system changes using a replicated system as a system testbed wherein said system contains document management system software and a system database containing reference data to point to the document data within the system filestore, during mantainence or validation requirement to the primary system, the secondary replicated system can be used as a test environment, the method comprising steps of:
creating a replicated server containing the system in which the reference data in the system database points to the primary system filestore and the system database tables mirror the primary, excepting those tables, containing reference information that uniquely identifies the replicated system from the primary production system on the network;
determining that a insert, update, delete/overwrite command has been issued on tables within the primary system database; and
transferring and recording the commands from the primary system to the mirrored database system tables of the replicated system; and
the Invention can be used as a "Standby" backup system and;
the Invention can be embodied in a multi-operating system embodiment; and
the invention can be embodied in a multi-document management system embodiment; and
the invention can be implemented in a multi-database embodiment.
2. A method as claimed in claim 1 which comprises the primary system being operably connected to a network fabric and the secondary system being operably connected to a network fabric which comprises:
the primary system having salient user information loaded onto it, and being based on the first server;
the secondary system having information loaded onto it, and being based on a second server; the primary and secondary system having the same information loaded onto them barring that which makes them primary and secondary in other words the second system replicates the first system; and
the first system and the second system configured to allow a number of client computers operably connected to the network fabric to locate information owned by the first system and information owned by the second system.
3. A method as claimed in claim 1 and claim 2 a system comprising a Document Management System residing on a server comprising of:
a filestore storing the actual document data; and
a system database storing reference information pointing to the documents within a filestore; and
supplementary information on the document, together with system specific information.
4. A method as claimed in claim 1 wherein the second system's system database is configured to mirror the information in that of the first system's system database less a portion of the data which allows the second system to be uniquely identified on the network fabric.
5. A method as claimed in claim 1, claim 2 and claim 3 which comprises:
the system filestore containing documents being connected to the network fabric;
the system filestore being based on a Storage system;
the system filestore being based on a Storage Area Network (SAN) or Filer connected to the network fabric;
the primary system's server being connected to the filestore;
the secondary system's server being connected to the same system filestore; it is appreciated, however, that a separate replicated filestore for the secondary system can also be used and this is comprehended by the Invention.
6. A method as claimed in claim 1, claim 2, claim3 and claim 5, which comprises:
the primary and secondary system sharing the same system filestore; and
the primary and secondary system databases being linked, through the network fabric using a database network communication layer;
the primary and secondary system databases being given the required access to transfer and record the necessary changes to the database tables.
7. A method as claimed in claim 1, 2 and 6 wherein the system comprises:
using Oracle Database software linking primary and secondary system databases on the network fabric by means of an Oracle database link command; and
using the Oracle network layer on the network fabric, the primary and secondary oracle database being given the required access to transfer and record the necessary changes to the tables.
8. A method as claimed in claim 1, 2 and 6 wherein the system comprises:
using SqI Server database the link between primary and secondary system databases using the SqI Server network layer on the network fabric by a means of a SQL server linked server command; and
both the primary and secondary SqI Server databases being given the required access to transfer and record the necessary changes to the tables.
9. A method as claimed in claim 1 and claim 2 wherein the system comprises of document data being added to the filestore and reference data which is continually added, modified and deleted within system tables in the primary system database by the user community.
10. A method as claimed in 1 wherein the recording step comprises the step of recording reference data from all primary system tables, save those holding system specific data with regards to its definition as the primary system on the network fabric.
1 1. A method as claimed in claim 1 ,claim 2 and claim 10 wherein the system comprising of:
the primary system, in response to a insert, update, delete command, inserts, updates,deletes reference data to each of its system tables affected for each particular transaction; and
the recording step comprises recording the reference data using at least one database trigger;
the recording step comprises recording the reference data using three database triggers associated with each system table, excepting those tables, which allow the first system to be uniquely identified on the network fabric.
12. A method as claimed in claim 1 and claim 11 which comprises of:
adding a first database trigger associated with recording the changes after an insert command on each table; and
adding a second database trigger associated with recording the changes after an update command on each table; and
adding a third database trigger associated with recording the changes after a delete command on each database table, excepting those tables that define the primary system on the network fabric.
13. A method as claimed in claim 1, claim 11 and claim 12 which comprises performing identical changes, to that which occur after an insert, update, delete command on each primary system database table recorded within the respective database trigger upon the identical replicated secondary system database table, by means of the salient SQL command contained within each of the three triggers placed on each of the primary database tables, save those that uniquely identify the primary and secondary database ' being linked through a database link on the network fabric.
14. A method as claimed in 1 which additionally comprises using at least a single database procedure, Preferably, a set of database procedures that can be enabled for use to transfer and apply the changes to the secondary's database system using the access-preservation tables, and a single combined transaction table for each valid database system table in the contingency the database link is severed for any reason, including planned maintenance to the secondary system, once user input is halted and the database link is restored.
15. A method, as claimed in claim 1 and claim 3 which comprises using Documentum as the Document Management System for both the primary and secondary system.
16. A method as claimed in claim 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, or 15 which comprises of :
using the primary system for the user community to store their documents; and
comprises of using the secondary system as a testbed for changes which eventually need to be applied to the primary system; and
comprises of document data being added to the filestore on a Storage Area Network (SAN) and reference data modified within Documentum Document Management system tables in the primary Oracle system database; and
wherein the recording step comprises the step of recording reference data from all primary system tables, save those holding server specific data; and
the secondary system to be used as a testbed, for testing any changes before applying changes to the Primary system; and
the secondary system can be also used as a "Standby" backup system in case of failure of the primary system; and
the primary and secondary systems can be interchanged by adding the database triggers and procedures to both primary and secondary system databases and disabling the triggers and procedures in the designated secondary system.
17. A method as claimed in claim 1, 3, 4, 6, 7, 8, 9, 10, 11, 12, 13, 14, or 16, wherein the recording, inserting and providing steps are executed by the execution of Oracle software code.
18. A method as claimed in claim 1 , 3, 4, 6, 7, 8, 9, 10, 11, 12, 13,14 or 16, wherein the recording, inserting and providing steps are executed by the execution of SQL Server software code.
PCT/CA2005/001114 2005-04-14 2005-06-28 Method for validating system changes by use of a replicated system as a system testbed WO2006108260A1 (en)

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