IMPORTANT - READ CAREFULLY
PACKAGED SERVICES Index
STRATEGY
Postgres Strategy
Enterprise Architecture for Postgres
Solution Design for Postgres
Migration Assessment
Migration Roadmap - Bulk Database Classification
OPERATIONS AND IMPLEMENTATION
Monitoring Best Practices for Postgres
Backup Best Practices for Postgres
High Availability Architectures for Postgres
Security Compliance Assessment for Postgres
OPTIMIZATION
Architectural Health Check for Postgres
Optimizing Infrastructure for Postgres
Tuning Applications and Database Performance for Postgres
Application Developer Support for Postgres
Application Developer Support for Oracle Migration
Quick Deploy for Postgres
CUSTOM SERVICES
Embedded Postgres Subject Matter Expert
Implementation Services for Postgres
Automation Services for Postgres
Technical Account Manager
REMOTEDBA SERVICES
Remote and Cloud DBA Services
PACKAGED TRAINING
On-site or Private On-line Training, delivery of non-customized classes
GENERAL AND MISCELLANEOUS TERMS AND CONDITIONS
General Terms and Conditions - All Packaged Services
General Terms and Conditions - All Packaged Services and all Packaged Training
PACKAGED SERVICES
Postgres Strategy
OBJECTIVE:
Assist in building a business case for Postgres consumption and adoption. Includes technology requirements, cost objectives, and business Key Performance Indicators.
A 3 day engagement.
SERVICE DELIVERABLES:
EDB will work with the customer to understand business requirements and objectives.
- Review client strategy for open source adoption
- Review client strategy for technology migrations
- Review client key capabilities needed
- Review client infrastructure components
EDB will supply customer with the information needed to assist building a business case for Postgres adoption.
- Overview of EDB Postgres and Open Source functionality and tooling*
- Discuss how Postgres fits into the customer’s desired future state
- Comparative feature analysis relating to key alternative tech under consideration
- Recommend an adoption model
- Recommend target subscription model
* If an agreed upon solution design includes open source tools not supported by an EDB Postgres Subscription, the customer is responsible for obtaining support for the tool(s) through external sources or entering into an amended agreement with EDB.
Enterprise Architecture for Postgres
OBJECTIVE:
Recommend one or more architectural designs to address the availability and scalability needs of the customer.
A 3 day engagement.
SERVICE DELIVERABLES:
EDB will gather information from the customer on current environmental requirements and operational practices to gather the information necessary to recommend viable architectures.
- Review availability tiers needed:
- Definitions
- Operational expectations for business continuity and disaster recovery
- Review application design patterns:
- Technologies used
- Traffic routing patterns
- Review existing/target infrastructure:
- internal/external/hybrid cloud
- Physical/VM’s/containers
- Environment utilization (e.g. test, qa, prod)
- Data center utilization (e.g. active, passive, DR)
- Review operational integration needs
- Review development and change management practices
- Review compliance and security requirements
- Review application and data segmentation plans
- Review workload characteristics
- OLTP/reporting
- Read/Write ratios
- Transaction rates and payload
- Common transaction patterns
EDB will provide the customer with high level architectural design(s) that can be used to determine environment implementation approach, recommended sizing, and support model.
- Recommend target architecture by tier and environment
- Recommend Postgres product suite adoption
- Recommend target workload and data segmentation
- Recommend adoption roadmap
Solution Design for Postgres
OBJECTIVE:
Design a solution that meets customer requirements and expectations for a specific project or application.
A 5 day engagement.
SERVICE DELIVERABLES:
- Overview of EDB Postgres and Open Source tooling options*
- Review SLAs and system standards and map those requirements into Postgres
- Develop Strategies and Standard Operating Procedures around the following database activities with Postgres:
- Software Deployments
- Database Tuning Parameters
- High Availability
- Monitoring
- Auditing
- Backup and Recovery
- Minor and Major Upgrades
- User Account Management
- Maintenance Jobs
- Review Existing Postgres strategy
- Advise on VM vs. Bare Metal vs. Container platforms
- Advise on sizing, cost, etc.
- Advise on when to scale
- Run on Bare Metal
- Separate server
- Same server, new Instance
- Same instance
- Review efficient sizing and usage of Postgres in VMWare ESX, Amazon EC2 and Kubernetes environments
* If an agreed upon solution design includes open source tools not supported by an EDB Postgres Subscription, the customer is responsible for obtaining support for the tool(s) through external sources or entering into an amended agreement with EDB.
Migration Assessment
INITIATION:
- Provide a pre-defined task plan and conduct project kickoff and service review
- Installation Profile Interview: Understand DB architecture/configuration and application usage
SERVICE DELIVERABLES:
- System diagnostic inventory
- Migration Assessment Review
- Migration Assessment Report - review via web conference
CUSTOMER PRE-REQUISITES - The ability of EnterpriseDB to perform these services effectively depends on the following deliverables being performed by the customer before the engagement begins:
- Assign a Database Administrator(s) to assist EDB during the Services engagement
- Access to Oracle schemas from the EDB Database Migration Assessment Tool (DMAT) for read only assessment of the schema structure (tables, triggers, views, functions, procedures, packages). The DMAT does not access application data
- Designate a project sponsor to review and evaluate the migration assessment report and evaluate the plan
Migration Roadmap – Bulk Database Classification
SERVICE DELIVERABLES:
- Assessment and classification: assess Oracle Database schemas using the EDB Database Migration Assessment Tool (DMAT)
- Analyze the assessments for incompatibilities
- Provide a roadmap report with the level of effort to do a database migration to EDB Postgres and identifying candidates for migration that are the best fit to start
- Services Engagement Completion Report with Roadmap and Blueprint - review via web conference
CUSTOMER PRE-REQUISITES - The ability of EnterpriseDB to perform these services effectively depends on the following deliverables being performed by the customer before the engagement begins:
- Assign a Database Administrator(s) to assist EDB during the Services engagement
- Access to Oracle schemas from the EDB Database Migration Assessment Tool (DMAT) for read only assessment of the schema structure (tables, triggers, views, functions, procedures, packages). The DMAT does not access application data
- Designate a project sponsor to review and evaluate the migration assessment report and evaluate the plan
Monitoring Best Practices for Postgres
OBJECTIVE:
Showcase best practices for monitoring Postgres, and make recommendations.
A 2.5 day engagement.
SERVICE DELIVERABLES:
Identify client monitoring stack and/or recommend best monitoring solution based on requirements. Identify and build out client Standard Operating Procedures (SOP) for alerting and notification. Build out best practices for incorporating Postgres into client monitoring infrastructure.
Examples:
- Example 1 stack: Prometheus, Grafana, PagerDuty, Elastic Stack
- Example 2 stack: Dynatrace, Splunk, ServiceNow
Backup Best Practices for Postgres
OBJECTIVE:
Showcase different backup solutions, including the pros and cons for each considered solution, and make recommendations.
A 2.5 day engagement.
SERVICE DELIVERABLES:
The EDB consultant will work with the customer to identify the best backup strategy and solution based upon the customer's need.
Examples include (but not limited to):
- Example 1 stack: Stage 1: BART on separate server, stage 2: A backup tool, like CommVault, NetVault
- Example 2 stack: Stage 1: pghoard / wal-g, Stage 2: Buckets
- Example 3 stack: Stage 1: BART to NFS, stage 2: Anything to backup NFS storage
- Example 4 stack: Using default backup integration from CommVault, Netvault, or something
- Example 5 stack: Snapshotting and archiving
High Availability Architectures for Postgres
OBJECTIVE:
Showcase different architectural designs, including the pros and cons for each design, and make recommendations.
A 3 day engagement.
SERVICE DELIVERABLES:
The consultant will work with the customer to identify the best HA strategy and solution based upon the customer’s need.
Key topics incorporated into the design will be:
- Number and use of data centers
- Data redundancy
- User/Workload segmentation
- Resource management
- Replication techniques
- Application Failover Scenarios (connections)
- Backup/Restore/Failover Scenarios (database)
- Maintenance Scenarios
Security Compliance Assessment for Postgres
OBJECTIVE:
Design a solution for Postgres that reflects customer’s Security policies.
A 5 day engagement.
SERVICE DELIVERABLES:
- Scan through extract of customer’s Security Policies that apply to the Postgres proposition
- Describe possible issues
- Describe mitigations
- Examine the following areas of potential security vulnerabilities and review best practices and provide recommended remediation to findings:
- Operating system security
- Encryption strategy: client server communication, data encryption, data-at-rest
- Role usage and management within the database and associated application
- Database auditing implementation and best practices
- Multi-tenant architecture, if applicable
- Row level security/virtual private database policies and/or make recommendations where these policies can be used
- Make suggestions for protecting against SQL injection attacks
- Document findings, recommended best practices and remediation approaches
Architectural Health Check
OBJECTIVE:
Create a set of specific and actionable high impact recommendations that the customer can implement to ensure that the system is optimally configured and tuned, based on a detailed review of the customer’s Postgres database environment.
3 Day Workshop
- Hardware and OS Configuration Analysis
- Architectural Analysis
- Indices, Clusters, Schemas, Table spaces
- Analysis of Database Activity
- Configuration Parameters and Query Tuning
- Vacuum Analyze Strategy
- Backup Strategy and Security review
- Partitioning Review
Post Workshop (2 Days)
- Analysis of environment and existing configuration parameters with respect to the current or planned use case
- Creation of detailed Architectural Health Check report with current and recommended changes in parameters and settings
- Report review with customer via web conference
Optimizing Infrastructure for Postgres
OBJECTIVE:
EDB will work with customers to benchmark and tune their Postgres related infrastructure, storage, CPU and memory for large scale deployments.
A 5 day engagement.
SERVICE DELIVERABLES:
EDB will automate production-like workloads to allow clients to test Postgres on different layers and versions of supporting infrastructure to identify how changes in the infrastructure affect the database.
- Benchmarking
- Storage Optimization
- Memory Optimization and Sizing
- Computer Optimization and Sizing
Tuning Applications and Database Performance for Postgres
OBJECTIVE:
Baseline the Postgres implementation as implemented for this customer. The baseline will show valuable information to the customer for sizing new applications, capacity management, and checking impact of large infrastructure changes.
A 5 day engagement.
SERVICE DELIVERABLES:
- Baseline Application Performance
- Review Infrastructure / Platform
- Performance Testing with an app test harness
- Recommendations for Database tuning (from Application specifications to configuration):
- How big are your transactions (fsync vs bandwidth)
- How many reads vs. writes
- How complex are your queries (OLTP vs OLAP)
- From Connections / query complexity to memory settings
- Baselining implementations and recommendations
- Partitioning vs. no partitioning
- Read scalability
- Connection pooling
Application Developer Support for Postgres
OBJECTIVE:
Assist application developers with Postgres specific development solutions.
A variable length engagement for a minimum of 5 days.
SERVICE DELIVERABLES:
EnterpriseDB can help with development solutions such as:
- DDL Deployment
- Access Path Indexing
- MicroService Design
- Foreign Data Wrappers
- Driver Connection Parameters
- Connection Pooling and Load Balancing
- Identifying and Improving Slow Application Queries
- Advanced SQL: Hierarchical Queries, Window Functions, CTEs, UPSERT
- PostGIS, JSON, XML
Application Developer Support for Oracle Migrations for Postgres
OBJECTIVE:
Assist application developers with Oracle migration specific development solutions.
A variable length engagement for a minimum of 5 days.
SERVICE DELIVERABLES:
Identify key topic areas affecting the customer’s application performance or database design because Oracle and Postgres behave differently. Advise on alternatives and optimization in Postgres.
Examples include:
- Partitioning
- Number of partitions
- Global indexes
- Foreign keys
- Interval partitioning
- Subpart templates
- Query rewriting
- XML
- CTE vs CONNECT BY
- Indexing
- Multi-column
- Column order
- Number of indexes (update impact)
- Refreshable Materialized views
- Data type and function casting predicates
- Date/time function behavior
- Primary key selection
- Physical Model Changes
- NUMERIC vs INT (connector dependencies)
- Temporary tables act differently
- GIS
Quick Deploy for EDB Postgres
OBJECTIVE:
Helps prepare for the requirements of deploying a mission critical production environment that is highly available, scalable, and secure, and accelerates the implementation of your Postgres solution by using a reference architecture and standards-based approach based on best practices.
5 Day Workshop
- Install and tune EDB Postgres Advanced Server or PostgreSQL on 3 servers
- Establish streaming replication between the 3 servers with one primary and two hot standbys
- Install and configure EDB Postgres Failover Manager (EFM)
- Install and configure EDB Postgres Enterprise Manager for monitoring and alerting according to EDB best practices
- Install and configure EDB Postgres Backup and Recovery Tool for backup/recovery management of Postgres databases
- Configure Write Ahead Log (WAL) shipping to supplement streaming replication and enable point in time recovery
Post Workshop
- Services Engagement Completion Report - review via web conference
Embedded Postgres Subject Matter Expert
OBJECTIVE:
To help the customer with a Postgres project or with any Postgres specific issue.
A 4 week engagement for 1 senior consultant (total of 20 person days).
SERVICE DELIVERABLES:
A senior consultant is embedded with a customer project team either remote or onsite or a combination to provide PostgreSQL expertise in addition to Postgres Advanced Server expertise. The consultant will be directed by the customer project lead on tasks and knowledge transfer as needed.
Implementation Services for Postgres
OBJECTIVE:
To provide the customer manpower assistance and Postgres expertise in completing a project.
A 2 week engagement for 2 consultants (total of 20 person days).
SERVICE DELIVERABLES:
A project team of two or more consultants focused on 1 or more predetermined tasks requested by the customer. The tasks should be well-defined and measurable with clear success criteria.
Automation Services for Postgres
OBJECTIVE:
Help enable customers to efficiently implement Postgres in their environment, tightly fit to their requirements, and with little effort as possible.
A 5 day engagement.
SERVICE DELIVERABLES:
Automate deploying Postgres using:
- Ansible, Puppet, Helm, SaltStack, or Chef
- Automation to fit the customers automation strategy, and with customer-specific integration, requirements, etc.
- Enable the customer to use the best fit solution of Postgres in their environment with little effort to deploy
Technical Account Management
A TAM from EDB is an advocate who proactively assists you to prepare for future technology changes and helps to ensure you are getting the most from your EDB product, solution, and support benefits.
INITIATION
SERVICE DELIVERABLES(1)(2)
- EDB solution expert who provides guidance on aligning product capabilities to requirements
- Assists with Postgres adoption and rollout activities, and can make recommendations for migration strategies
- Represents the customer's interests within EDB business and technology teams (e.g. feature requests, escalations)
- Can be contacted during business hours by up to four named customer contacts
- Contributes as a strategic member of your team, and participates in your key meetings
- Simplifies communication channels and help you stay on top of open items, and oversees and reports on the resolution of open technical issues
- Conducts monthly service reviews with your extended team
- Provides a monthly activity report including recommendations, open item status and next steps
- Quarterly on-site planning meetings.(3)
CUSTOMER PRE-REQUISITES: The ability of EnterpriseDB to perform these services effectively depends on the following deliverables being performed by the customer before the engagement begins:
- Provide assigned customer point of contact who is the project sponsor and can assist EDB during the Services engagement
Services Scope Limitations and Expansion
(1)The service term is for 1 year minimum, with a maximum of 1 week (40 hours) of TAM work per month per customer. If a customer has additional TAM requirements and wishes to expand the TAM hours beyond this allocation, then Consulting Services need to be purchased under a separate order.
(2)No more than 1 TAM service to be purchased by a specific customer account within the same 1 year time period. If a customer requires an additional TAM service then a new Consulting Services order is required to add.
(3)T&E is included for one 2 or 3-day on-site visit per quarter, maximum. Additional days and/or on-site visits will incur incremental T&E charges billable to the customer.
Remote and Cloud DBA Services
INITIATION:
- Conduct project kickoff with detailed on-boarding meetings with review of service lifecycle
SERVICES DELIVERABLES:
| Service Description(1) | On Premises Database Instances | Public Cloud Database Instances |
| Install/Operate Management and Monitoring Software(2) | Yes | Yes |
| EDB Postgres Enterprise Manager (PEM) Monitoring Setup(2)(3) | Yes | Yes |
| 24 x 7 Monitoring | Yes | Yes |
| Real Time Alerting across Multiple database metrics | Yes | Yes |
| Customized Thresholds for Alerts | Yes | Yes |
| Proactive Remedy of Alerted Issues | Yes | Yes |
| Escalation Management, if required | Yes | Yes |
| Evaluate Releases and Recommend Paths for Upgrading and Patching | Yes | Yes |
| Apply Database and Tools(4) Version Upgrades/Patches | Yes | Yes |
| Guidance on Disaster Recovery Planning | Yes | Yes |
| Production Backup Verification(5) | Quarterly | Quarterly |
| Maintain High Availability(4) | Yes | Yes |
| Advise on Read Scalability and Load Balancing | Yes | Yes |
| Trend Analysis on Capacity/Space, Load, Lag | Monthly | Monthly |
| Database Best Practice Advice | Yes | Yes |
| Annual Comprehensive Performance Optimization | Architectural Health Check | Database Tune Up |
| Database Parameter Tuning | Initial & Ongoing | Initial & Ongoing |
| Capacity Planning | Yes | Yes |
| Index Efficiency and Maintenance | Yes | Yes |
| Table Maintenance and Optimize Vacuum Settings | Yes | Yes |
| Query Optimization Guidance(6) for Improved Performance | Yes | Yes |
| Table Partitioning | Yes | Yes |
| Connection Pooling Best Practices | Yes | Yes |
| User/Group Security Configuration and Maintenance | Yes | Yes |
| Encryption and Secured Access Best Practices | Yes | Yes |
| Setup Point in Time Recovery, if needed | Yes | Yes |
| Install Postgres Database Instances, if needed | Yes | No(7) |
| Setup 1 Dev/Test Environment per Production environment | Yes | Partial(7) |
| Establish 1 Read-Replica per Production Instance | Streaming or Slony | Yes |
| Status Meetings and Reports on Ongoing Environment Health and Activities | Weekly | Weekly |
| Strategic Review on Trends, Uptime, Business Alignment, Opportunities | Quarterly | Quarterly |
| Certified Postgres DBA Team | Yes | Yes |
| EDB Technical Lead as Primary Point of Contact | Yes | Yes |
| Support Portal Access | Yes | Yes |
Notes to Table:
(1) Pricing for Remote and Cloud DBA services are based on the number of database instances to be managed, and adjusted to particular needs and size of the environment to be managed.
(2) For effective and efficient 24x7 monitoring, software tools and/or utilities are installed which serve key functionality needs or monitoring and analysis needs. These tools and utilities are owned by EnterpriseDB and are provided solely for use by EnterpriseDB personnel as part of this Remote and Cloud DBA Service. Usage of such tools and utilities is restricted to instances which are contracted for Remote and Cloud DBA services only. In addition, each utility and tool must be uninstalled and no longer used at the conclusion of the Service term.
(3) To leverage PEM for the monitoring, the customer must provide a separate server to house the PEM server and its database.
(4) EDB Supported tools only.
(5) For backup verification the customer has to provide a separate server that can be used to verify the integrity of the backups.
(6) Query optimization is limited to identification of problem queries in the customer’s application/database combination. It does not include query redesign or query redevelopment, and EDB will not rewrite customer queries directly.
(7) Instance provisioning must be done by the customer on Amazon RDS for PostgreSQL and Azure database for PostgreSQL.
EnterpriseDB may have to substitute personnel from time to time, and will provide a backup that has reasonable knowledge and is able to fill in for the primary team member(s). At any time EnterpriseDB reserves the right to provide alternate personnel and will make sure that they have the skills required and knowledge of the Customer's environment..
CUSTOMER PRE-REQUISITES - The ability of EnterpriseDB to perform these services effectively depends on the following deliverables being performed by the customer:
- Ensure that appropriate representatives (i.e. the Project Manager, Technical Manager) attend the weekly scheduled status calls
PACKAGED TRAINING
On-site or Private On-line Training, delivery of non-customized classes
- Packaged Training is defined as delivery of the standard class(es) that includes the standard topics as identified in the specific course listing(s) found on the EDB Web site or Training Catalog.
- Training classes will be conducted by one (1) instructor per day for up to twelve (12) participants. A per student rate will be charged for any participants greater than the 12 maximum.
- Classes will typically be 6 to 8 hours each day, with time for questions and demonstrations and 8 hours of class time per day maximum.
- The instructor will have experience as a trainer and as a Postgres consultant and/or Database Administrator.
- All training will be delivered in the English language.
- An electronic copy of the training materials will be provided. These materials are copyrighted, with distribution limited to the training participants. All course materials will be provided in the English language.
- Electronic class completion certificates are provided for all participants.
- Attendees should bring their own laptops to the training course. Please visit the Training requirements page for detailed set-up instructions.
- Private on-line training to be delivered in an on-line live format through a web conferencing tool.
GENERAL AND MISCELLANEOUS TERMS AND CONDITIONS
General Terms and Conditions - All Packaged Services
A. All packaged services begin with an Initiation step that includes providing a pre-defined task plan and conducting a project kickoff and brief service review. Before project initiation, customer must identify and assign an appropriate project lead to serve as the primary technical point of contact for EnterpriseDB, such as Architect, DBA, System Administrator, Developer, accordingly. This technical lead must attend the project initiation meeting/call with EnterpriseDB.
B. EnterpriseDB will provide a qualified resource to perform the purchased services engagement that has production experience in the services needed by the customer (e.g. Monitoring, Automation, Replication, Partitioning, etc.).
C. Each EnterpriseDB service personnel will require dedicated logon credentials. EnterpriseDB will secure all access credentials provided during the course of this engagement and not share them or write them down.
D. Customer will additionally arrange all reasonable access to any additional, appropriate subject matter experts that EnterpriseDB may need to perform this engagement, i.e. Database Administrators or Application Developers, etc.
E. Customer will provide to the EnterpriseDB service personnel, access to both machines and people within the Customer's organization. Specifically, the Customer will provide administrative rights using secured Internet access and logon credentials to each server and database serviced in this engagement. Any required background checks / security clearances must be complete one (1) business day before the engagement start date.
F. Customer will provide access to any systems of record that they use for Database Administration (such as Configuration Management systems, ticketing systems, and/or Source Control systems), as required by EnterpriseDB to perform the selected Services.
G. Any additional, specific pre-requisites, technical or non-technical, will be identified by EnterpriseDB before or during project kick off.
H. All packaged services conclude with a Post Workshop step that includes delivery of a Services Engagement Completion Report, reviewed via web conference.
I. All packaged services have an identified number of days of engagement. If it is determined by EnterpriseDB that, due to the complexity of the environment or otherwise due to the customer requirements, the services cannot be delivered in the specified number of days, then additional packages or consulting services must be purchased by the customer to accommodate the work.
General Terms and Conditions - All Packaged Services and all Packaged Training
J. Exact delivery dates and Consultant or Instructor availability will be confirmed upon Order Form signature.
K. Travel and expenses for on-site Services or Training are not included in pricing and actual expenses are billed separately.
L. If customer cancels on-site services or training events with less than two (2) weeks notice, customer will be charged for the originally scheduled services or training plus any non-reimbursable travel expenses. Rescheduling with less than two (2) weeks notice will result in charges for the originally scheduled services or training plus any non-reimbursable travel expenses plus the newly scheduled services. The same policy applies for Remote services but requires not less than one (1) week notice. Rescheduling of confirmed delivery dates or delivery dates requested within 2 weeks of Sales Order signing may incur additional costs payable by the customer, due to increased Travel and Expenses fees.
M. Customer will identify a Project Manager or other leadership resource that has the authority to act and execute on the Customer’s behalf in matters pertaining to the engagement. The Customer Project Manager will be the primary point for project coordination, communication, and issue escalation.