Data migration from MS SQL to PostgreSQL using SQLAlchemy Data migration from MS SQL to PostgreSQL using SQLAlchemy sql-server sql-server

Data migration from MS SQL to PostgreSQL using SQLAlchemy


Here is my solution using SQLAlchemy. This is a long-blog-like post, I hope that it is something acceptable here, and useful to someone.

Possibly, this also works with other combinations of source and target databases (besides MS SQL Server and PostgreSQL, respectively), although they were not tested.

Workflow (sort of TL;DR)

  1. Inspect the source automatically and deduce the existing table models (this is called reflection).
  2. Import previously defined table models which will be used to create the new tables in the target.
  3. Iterate over the table models (the ones existing in both source and target).
  4. For each table, fetch chunks of rows from source and insert them into target.

Requirements


Detailed steps

1. Connect to the databases

SQLAlchemy calls engine to the object that handles the connection between the application and the actual database. So, to connect to the databases, an engine must be created with the corresponding connection string. The typical form of a database URL is:

dialect+driver://username:password@host:port/database

You can see some example of connection URL's in the SQLAlchemy documentation.

Once created, the engine will not establish a connection until it is explicitly told to do so, either through the .connect() method or when an operation which is dependent on this method is invoked (e.g., .execute()).

con = ms_sql.connect()

2. Define and create tables

2.1 Source database

Tables in the source side are already defined, so we can use table reflection:

from sqlalchemy import MetaDatametadata = MetaData(source_engine)metadata.reflect(bind=source_engine)

You may see some warnings if you try this. For example,

SAWarning: Did not recognize type 'geometry' of column 'Shape'

That is because SQLAlchemy does not recognize custom types automatically. In my specific case, this was because of an ArcSDE type. However, this is not problematic when you only need to read data. Just ignore those warnings.

After the table reflection, you can access the existing tables through that metadata object.

# see all the tables namesprint list(metadata.tables)# handle the table named 'Troco'src_table = metadata.tables['Troco']# see that table columnsprint src_table.c

2.2 Target database

For the target, because we are starting a new database, it is not possible to use tables reflection. However, it is not complicated to create the table models through SQLAlchemy; in fact, it might be even simpler than writing pure SQL.

from sqlalchemy import Column, Integer, Stringfrom sqlalchemy.ext.declarative import declarative_baseBase = declarative_base()class SomeClass(Base):    __tablename__ = 'some_table'    id = Column(Integer, primary_key=True)    name =  Column(String(50))    Shape = Column(Geometry('MULTIPOLYGON', srid=102165))

In this example there is a column with spatial data (defined here thanks to GeoAlchemy2).

Now, if you have tenths of tables, defining so many tables may be baffling, tedious, or error prone. Luckily, there is sqlacodegen, a tool that reads the structure of an existing database and generates the corresponding SQLAlchemy model code. Example:

pip install sqlacodegensqlacodegen mssql:///some_local_db --outfile models.py

Because the purpose here is just to migrate the data, and not the schema, you can create the models from the source database, and just adapt/correct the generated code to the target database.

Note: It will generate mixed class models and Table models. Read here about this behavior.

Again, you will see similar warnings about unrecognized custom data types. That is one of the reasons why we now have to edit the models.py file and adjust the models. Here are some hints on things to adjust:

  • The columns with custom data types are defined with NullType. Replace them with the proper type, for instance, GeoAlchemy2's Geometry.When defining Geometry's, pass the correct geometry type (linestring, multilinestring, polygon, etc.) and the SRID.
  • PostgreSQL character types are variable length capable, and SQLAlchemy will map String columns to them by default, so we can replace all Unicode and String(...) by String. Note that it is not required, nor advisable (don't quote me on this), to specify the number of characters in String, just omit them.
  • You will have to double check, but, probably, all BIT columns are in fact Boolean.
  • Most numeric types (e.g., Float(...), Numeric(...)), likewise for character types, can be simplified to Numeric. Be careful with exceptions and/or some specific case.
  • I have noticed some issues with columns defined as indexes (index=True). In my case, because the schema will be migrated, these should not be required now and could be safely removed.
  • Make sure the table and column names are the same in both databases (reflected tables and defined models), this is a requirement for a later step.

Now we can connect the models and the database together, and create all the tables in the target side.

Base.metadata.bind = postgresBase.metadata.create_all()

Notice that, by default, .create_all() will not touch existing tables. In case you want to recreate or insert data into an existing table, it is required to DROP it beforehand.

Base.metadata.drop_all()

3. Get data

Now you are ready to copy data from one side and, later, paste it into the other. Basically, you just need to issue a SELECT query for each table. This is something possible and easy to do over the layer of abstraction provided by SQLAlchemy ORM.

data = ms_sql.execute(metadata.tables['TableName'].select()).fetchall()

However, this is not enough, you will need a little bit more of control. The reason for that is related to ArcSDE. Because it uses a proprietary format, you can retrieve the data but you cannot parse it correctly. You would get something like this:

(1, Decimal('0'), u' ', bytearray(b'\x01\x02\x00\x00\x00\x02\x00\x00\x00@\xb1\xbf\xec/\xf8\xf4\xc0\x80\nF%\x99(\xf9\xc0@\xe3\xa5\x9b\x94\xf6\xf4\xc0\x806\xab>\xc5%\xf9\xc0'))

The workaround here was to convert the geometric column to the Well Known Text (WKT) format. This conversion has to take place in the database side. ArcSDE is there, so it knows how to convert it. So, for example, in the TableName there is a column with spatial data called shape. The required SQL statement should look like this:

SELECT [TableName].[shape].STAsText() FROM [TableName]

This uses .STAsText(), a geometry data type method of the SQL Server.

If you are not working with ArcSDE, the following steps are not required:

  • iterate over the tables (only those that are defined in both the source and in the target),
  • for each table, look for a geometry column (list them beforehand)
  • build a SQL statement like the one above

Once a statement is built, SQLAlchemy can execute it.

result = ms_sql.execute(statement)

In fact, this does not actually get the data (compare with the ORM example -- notice the missing .fetchall() call). To explain, here is a quote from the SQLAlchemy docs:

The returned result is an instance of ResultProxy, which references a DBAPI cursor and provides a largely compatible interface with that of the DBAPI cursor. The DBAPI cursor will be closed by the ResultProxy when all of its result rows (if any) are exhausted.

The data will only be retrieved just before it is inserted.

4. Insert data

Connections are established, tables are created, data have been prepared, now lets insert it. Similarly to getting the data, SQLAlchemy also allows to INSERT data into a given table through its ORM:

postgres_engine.execute(Base.metadata.tables['TableName'].insert(), data)

Again, this is easy, but because of non-standard formats and erroneous data, further manipulation will probably be required.

4.1 Matching columns

First, there were some issues with matching the source columns with the target columns (of the same table) -- perhaps this was related to the Geometry column. A possible solution is to create a Python dictionary, which maps the values from the source column to the key (name) of the target column.

This is performed row by row -- although, it is not so slow as one would guess, because the actual insertion will be by several rows at the same time. So, there will be one dictionary per row, and, instead of inserting the data object (which is a list of tuples; one tuple corresponds to one row), you will be inserting a list of dictionaries.

Here is an example for one single row. The fetched data is a list with one tuple, and values is the built dictionary.

# data[(1, 6, None, None, 204, 1, True, False, 204, 1.0, 1.0, 1.0, False, None]# values[{'DateDeleted': None, 'sentidocirculacao': False, 'TempoPercursoMed': 1.0,  'ExtensaoTroco': 204, 'OBJECTID': 229119, 'NumViasSentido': 1,  'Deleted': False, 'TempoPercursoMin': 1.0, 'IdCentroOp': 6,  'IDParagemInicio': None, 'IDParagemFim': None, 'TipoPavimento': True,  'TempoPercursoMax': 1.0, 'IDTroco': 1, 'CorredorBusext': 204}]

Note that Python dictionaries are not ordered, that is why the numbers in both lists are not in the same position. The geometric column was removed from this example for simplification.

4.2 Fixing geometries

Probably, the previous workaround would not be required if this issue had not occurred: sometimes geometries are stored/retrieved with the wrong type.

In MSSQL/ArcSDE, the geometry data type does not specify which type of geometry it is being stored (i.e., line, polygon, etc.). It only cares that it is a geometry. This information is stored in another (system) table, called SDE_geometry_columns (see in the bottom of that page). However, Postgres (PostGIS, actually) requires the geometry type when defining a geometric column.

This leads to spatial data being stored with the wrong geometry type. By wrong I mean that it is different than what it should be. For instance, looking at SDE_geometry_columns table (excerpt):

f_table_name        geometry_typeTableName               9

geometry_type = 9 corresponds to ST_MULTILINESTRING. However, there are rows in TableName table which are stored (or received) as ST_LINESTRING. This mismatch raises an error in Postgres side.

As a workaround, you can edit the WKT while creating the aforementioned dictionaries. For example, 'LINESTRING (10 12, 20 22)' is transformed to MULTILINESTRING ((10 12, 20 22))'.

4.3 Missing SRID

Finally, if you are willing to keep the SRID's, you also need to define them when creating geometric columns.

If there is a SRID defined in the table model, it has to be satisfied when inserting data in Postgres. The problem is that when fetching geometry data as WKT with the .STAsText() method, you lose the SRID information.

Luckily, PostGIS supports an Extended-WKT (E-WKT) format that includes the SRID.The solution here is to include the SRID when fixing the geometries. With the same example, 'LINESTRING (10 12, 20 22)' is transformed to 'SRID=102165;MULTILINESTRING ((10 12, 20 22))'.

4.4 Fetch and insert

Once everything is fixed, you are ready to insert. As referred before, only now the data will be actually retrieved from the source. You can do this in chunks (a user defined amount) of data, for instance, 1000 rows at a time.

while True: rows = data.fetchmany(1000) if not rows: break values = [{key: (val if key.lower() != "shape" else fix(val, 102165)) for key, val in zip(keys, row)} for row in rows] postgres_engine.execute(target_table.insert(), values)

Here fix() is the function that will correct the geometries and prepend the given SRID to geometric columns (which are identified, in this example, by the column name of "shape") -- like described above --, and values is the aforementioned list of dictionaries.

Result

The result is a copy of the schema and data, existing on a MS SQL Server + ArcSDE database, into a PostgreSQL + PostGIS database.

Here are some stats, from my use case, for performance analysis. Both databases are in the same machine; the code was executed from a different machine, but in the same local network.

Tables   |   Geometry Column   |   Rows   |   Fixed Geometries   |   Insert Time---------------------------------------------------------------------------------Table 1      MULTILINESTRING      1114797             702              17min12sTable 2            None            460874             ---               4min55sTable 3      MULTILINESTRING       389485          389485               4min20sTable 4        MULTIPOLYGON          4050            3993                   34sTotal                             3777964          871243              48min27s


I'd recommend this flow with two big steps to migrate:

Migrate schema

  • Dump source DB schema, preferably to some unified format across data tools like UML (this and next steps will need and be easier with toll like Toad Data Modeler or IBM Rational Rose).
  • Change tables definitions from source types to target types when needed with TDM or RR. E. g. get rid of varchar(n) and stick to text in postgres, unless you specifically need application to crash on data layer with strings longer than n. Omit (for now) complex types like geometry, if there is no way to convert them in data modeling tools.
  • Generate a DDL-file for target DB (mentioned tools are handy here, again).
  • Create (and add to tables) complex types as they should be handled by target RDBMS. Try to insert a couple of entries to be sure datatypes are consistent. Add these types to your DDL-file.
  • You may also want to disable checks like foreign key constraints here.

Migrate data

  1. Dump simple tables (i. e. with scalar fields) to a CSV.
  2. Import simple tables data.
  3. Write a simple piece of code to select complex data from source and to insert this into target (it is easier than it sounds, just select -> map attributes -> insert). Do not write migration for all complex types in one code routine, keep it simple, divide and conquer.
  4. If you have not disabled checks while you were migrating schema it is possible that you need to repeat steps 2 and 3 for different tables (that's why, well, disable checks :)).
  5. Enable checks.

This way you will split your migration process in simple atomic steps, and failure on a step 3 of data migration will not cause you to move back to the schema migration, etc. You can just truncate a couple of tables, and rerun data import if something fail.


I faced the same problems trying to migrate from Oracle 9i to MySQL.

I built etlalchemy to solve this problem, and it has currently been tested migrating to and from MySQL, PostgreSQL, SQL Server, Oracle and SQLite. It leverages SQLAlchemy, and BULK CSV Import features of the aforementioned RDBMS's (and can be quite fast!).

Install (non El-capitan): pip install etlalchemy

Install (El-capitan): pip install --ignore-installed etlalchemy

Run:

from etlalchemy import ETLAlchemySource, ETLAlchemyTarget# Migrate from SQL Server onto PostgreSQLsrc = ETLAlchemySource("mssql+pyodbc://user:passwd@DSN_NAME")tgt = ETLAlchemyTarget("postgresql://user:passwd@hostname/dbname",                          drop_database=True)tgt.addSource(src)tgt.migrate()