Overview

Databases represent some of the highest-risk assets in any migration. They are stateful, often shared by multiple applications, and carry strict data integrity and availability requirements. The Databases module gives your team visibility over every instance in scope, along with the critical planning parameters — size, backup schedule, RTO, and RPO — needed to make sequencing decisions.

Each database record links to the device (server) that hosts it and the applications that depend on it. These relationships feed the dependency graph, allowing Clarity Migrate to warn you when a database and its dependent application are assigned to different migration waves — a scenario that would break the application when the server is migrated.

The Databases module supports all major platforms: SQL Server, Oracle, MySQL, PostgreSQL, MongoDB, and others. The Type field enables platform-specific filtering, which is useful when planning tool selection and DBA resource allocation.

When to use this

  • Initial inventory: Register all database instances at project kick-off, especially before capacity planning begins.
  • RTO/RPO planning: Record Recovery Time and Recovery Point Objectives for each database to inform backup strategy and migration window sizing.
  • Dependency mapping: Link databases to their hosting servers and consuming applications to ensure co-migration logic is accurate.
  • Capacity planning: Database size data feeds the storage requirements calculation for target infrastructure.
  • DBA task assignment: Use the Owner field to assign databases to specific DBAs for pre- and post-migration validation tasks.
  • Backup verification: Record backup schedules so DBAs can confirm backups are complete before migration windows open.

Key features

Multi-platform Support
Track SQL Server, Oracle, MySQL, PostgreSQL, MongoDB, and other database platforms in a single inventory.
Server & App Linking
Link each database to its hosting device and the applications that consume it, powering accurate dependency analysis.
RTO / RPO Tracking
Record Recovery Time Objective and Recovery Point Objective per database. These values are used to prioritise migration sequencing.
Size & Backup Data
Track database size in GB and backup schedule. Size data feeds storage capacity planning; backup schedule informs migration window planning.
DataTable with Export
Filter by platform type, size, owner, or RTO. Export to CSV or Excel for DBA handoff packages and stakeholder reporting.
Data Quality Scoring
Completeness scores flag database records that are missing RTO/RPO, size, or server link — critical fields for safe migration planning.

Step-by-step instructions

Adding a new database

1
Open the Database List
Navigate to CMDB → Databases in the left sidebar.
2
Click "Add Database"
Click + Add Database in the toolbar to open the Database Edit Form.
3
Enter the core details

Fill in the following fields:

  • Name — the database instance name (e.g., SQLPROD01)
  • Type — the database platform (SQL Server, Oracle, MySQL, etc.)
  • Instance Name — the SQL/Oracle instance identifier if applicable
  • Size (GB) — current database size
4
Set operational parameters
Enter the Backup Schedule (e.g., "Daily full at 02:00, hourly differential"), RTO (Recovery Time Objective in hours), and RPO (Recovery Point Objective in hours). These values are critical for migration window planning.
5
Assign an owner
Set the Owner to the DBA or team responsible for this database. This person will receive pre-migration task assignments and validation notifications.
6
Save and link to server
Click Save. Then open the Database Detail page, navigate to the Relationships tab, and link the database to its hosting device using + Link Server.

Linking a database to its hosting server

1
Open the Database Detail page
Click the database name in the list to open its detail page.
2
Go to the Relationships tab
Click the Relationships tab. You will see panels for the hosting server and consuming applications.
3
Link the hosting server
Click + Link Server in the Hosting Device panel. Search for the device by name or IP address and select the correct record. The link is bidirectional — the device's detail page will now show this database in its Databases panel.

Linking a database to consuming applications

1
In the Relationships tab, find the Applications panel
On the Database Detail → Relationships tab, locate the Consuming Applications panel. This shows all applications that have been linked to this database.
2
Add application links
Click + Link Application. Search by application name and add each application that uses this database. Alternatively, links can be created from the Application detail page — either approach works.

Bulk editing and exporting databases

1
Select multiple records
Use the checkboxes in the Database List to select the databases you want to update. Filter by Type or Owner first if needed.
2
Use Bulk Edit or Export
Click Bulk Edit to update the Owner or Migration Plan across selected records. Click Export to download a CSV or Excel file for DBA handoff or stakeholder review.

Important fields

Field Required / Optional Description
Name Required The database instance name or identifier (e.g., SQLPROD01\MSSQLSERVER). Should match the actual system identifier.
Type Required The database platform: SQL Server, Oracle, MySQL, PostgreSQL, MongoDB, or Other. Enables platform-based filtering and DBA resource allocation.
Server Required The hosting device (linked via the Relationships tab). Critical for dependency analysis — without a server link, this database is orphaned in the dependency graph.
Instance Name Optional The named instance identifier for platforms like SQL Server (e.g., SQLPROD01\REPORTING). Used to distinguish multiple instances on the same host.
Size (GB) Optional Current database size in gigabytes. This value is used in storage capacity planning for the target environment. Keep it up to date as databases grow.
Backup Schedule Optional Description of backup frequency and timing (e.g., "Daily full at 01:00, transaction log every 15 min"). DBAs use this to confirm backup completion before migration windows.
RTO (hours) Optional Recovery Time Objective — the maximum acceptable downtime in hours. Drives migration window sizing. Low RTO databases require shorter migration windows and often need replication-based approaches.
RPO (hours) Optional Recovery Point Objective — the maximum acceptable data loss in hours. Low RPO databases require frequent backups or synchronous replication before cutover.
Owner Optional The DBA or team responsible for this database. Receives pre-migration task assignments and post-migration validation notifications.
Migration Plan Optional The intended migration approach (e.g., Rehost, Replatform to managed service, Retire). Used in planning dashboards.

Example workflow

Real-world scenario
Registering and assigning 12 SQL Server instances ahead of wave planning

A DBA lead is preparing the database inventory for a migration programme involving 12 SQL Server instances spread across 6 physical servers. She navigates to CMDB → Databases and adds each instance one by one using + Add Database.

For each instance, she records the instance name (e.g., DBSRV01\MSSQLSERVER), size in GB (from a recent SQL query), backup schedule (obtained from the backup team), and RTO/RPO values (agreed with the business in a prior BCDR review). She assigns herself as Owner for all 12 instances initially, planning to reassign to individual DBAs after a team meeting.

After saving all 12 records, she opens each Database Detail page and links the instance to its hosting device via the Relationships tab. She also links each instance to the applications that use it — some databases are shared by 2–3 applications, which she documents carefully.

With all relationships set, she navigates to Migrations → Capacity Planning and confirms the storage totals now reflect the full database estate. She then reviews the dependency graph: two of the 12 databases are consumed by applications assigned to Wave 2, confirming those databases and their hosting servers must also be in Wave 2.

Tips & best practices

Always link databases to their hosting server

A database record without a hosting server link is an orphan — it won't appear in device-level dependency analysis or capacity planning. Make it a rule to link the server relationship immediately after creating each database record.

Set RTO and RPO for every in-scope database

RTO and RPO values inform migration window planning and tool selection. A database with RTO = 1 hour requires a very different migration approach to one with RTO = 24 hours. If RTO/RPO haven't been formally agreed, work with the business owner to define them — don't leave them blank.

Update size data regularly

Database sizes grow over time. If you recorded sizes at project kick-off and the migration is 6 months away, re-check sizes closer to the migration date. Undersized storage estimates cause failures during migration execution.

Common mistakes

Adding database records without linking to the server

A database that isn't linked to a server cannot be included in co-migration grouping logic. If the hosting server is migrated without the database record being associated, the dependency graph won't flag the risk. Always create the server link immediately after saving a new database record.

Not recording the backup schedule

Without a backup schedule, the DBA team has no documented reference for verifying that a recent backup exists before opening a migration window. This field may seem like documentation overhead, but it becomes critical when you're 30 minutes from a cutover and need to confirm the last backup time.

Inconsistent naming for the same SQL Server instance

The same database instance might be referred to as DBSRV01, DBSRV01\MSSQLSERVER, 10.10.1.5, or dbsrv01.corp.local by different teams. Choose a single canonical naming convention (we recommend HOSTNAME\INSTANCENAME) and enforce it using normalisation rules to avoid duplicate records.