Financial Services

Case Study - RDS SQL Server Migration, Read Replicas (High Availability), and Geo-Replication (Disaster Recovery)

OFX migrates to AWS, achieves High Availability, and reduces TCO with CloudBasic

Case Study Part 2 (S3 Data Lakes based Analytics)

OFX reduces TCO by scaling down from SQL Server Enterprise to RDS SQL Server Standard with CloudBasic, uses CB RDS Multi-AR to create Read-Replicas for High-Availability, Reporting, off-loading of Primary and Disaster Recovery.

EXECUTIVE SUMMARY: OFX, previously known as OzForex, is a publicly-listed international payments service provider with a strong presence throughout the world, which facilitates money transfers in the billions for thousands of customers on a global scale. When the time came to deploy crucial financial IT infrastructure to the cloud, the company utilized the robust server replication technology from CloudBasic, Inc. to migrate its database servers to AWS. The result is an optimized cloud architecture with substantial savings in SQL Server licensing fees, and a broad range of functional benefits thanks to readily available High-Availability Database Read-Replicas.

The Client

OFX is a publicly-listed international payments service provider with a strong presence throughout the world. The company, originally established as OzForex in Australia in 1998, gained initial notoriety as a creditable source for foreign exchange information. In 2001 it launched its first online money transfer service, which was followed by a variety of innovative international payments services.

After several years of consistent growth the company launched successful brands in many financial markets, including Australia, UK, Canada, USA, and various countries in Europe and the Asia Pacific, providing money transfer services to businesses and individuals.

OFX, as a consolidated global brand, is also behind the money transfer services of some of the best names in the financial services industry, such as ING Direct, Travelex, and MoneyGram, and others. For more information, please visit

The Case

When you enable customers all over the world to make thousands of money transfers each day, moving hundreds of billions of dollars over time, in more than fifty currencies, and throughout a network of more than a hundred different banks, your IT infrastructure must be out of this world. Clearly, emphasis must fall on security, reliability, efficiency, and redundancy.

Cloud technology is secure and well suited to accommodate the network application requirements of such a system. While the existing AWS cloud infrastructure offers sufficient capacity for the breadth of the service, and offers managed RDS SQL Server solution, the classic RDS Multi-AZ replication solution poses series of limitations, which hinder the performance, high-availability, and business continuity potential of the cloud applications. AWS RDS Multi-AZ alone doesn’t live up to the high-standards required in a case with so much at stake.

The cloud presents enormous savings opportunities, in terms of data center real estate, staffing, software and hardware maintenance. Scaling down from the costly SQL Server Enterprise with CloudBasic’s RDS AlwaysOn mirroring to the substantially less expensive and yet managed cloud version of SQL Server Standard Edition, amplified with cloud replication technology designed specifically for the cloud, presents an opportunity to substantially lower the TCO.

The Solution

CloudBasic RDS Multi-AR for the Enterprise
View the benefits of CloudBasic RDS Multi-AR for Large Enterprise migrations and deployments

OFX successfully migrated its databases to AWS using the robust replication technology of CloudBasic’s RDS Multi-AR/Geo-Replicate. Utilizing the SQL Server conversion capabilities of the product and its support for all Microsoft SQL Server editions, the company was able to scale down from the costly SQL Server Enterprise to RDS SQL Server Standard, realizing substantial savings from licensing fees. The client further overcame the RDS Multi-AZ limitations, extended its functionality with deploying CloudBasic Multi-AR to continuously create High-Availability database Read-Replicas for reporting, offloading of primary RDS servers and data redundancy.

The Results

With the help of CloudBasic’s database server replication tools, which are specifically designed for the cloud, OFX was able to optimize its cloud infrastructure. The significantly reduced cost on database server licensing is only one of several key benefits.

CloudBasic’s RDS/SQL Server Geo-Read Replicas feature a number of performance improvements and offer features that are not available in a standard RDS Multi-AZ configuration on AWS.

CloudBasic’s Geo-Read Replicas can be deployed in different AWS regions or even in different cloud provider infrastructures, rather than just in different Availability Zones in the same region. That makes them particularly suitable to be the backbone of a comprehensive Disaster Recovery setup.

In addition, due to their full availability to the applications, they can be used for reporting, or to serve high-volume application read traffic from multiple copies of the main data located in different regions. This increases the aggregate read throughput and serving data to reporting desktop and mobile applications located near the data users around the world.

Furthermore, by utilizing RDS Multi-AR’s InterCloud replication capabilities, down the road OFX has the option to mirror all of its core RDS databases into Azure SQL or Google GCE SQL Server, and create a comprehensive disaster recovery solution by distributing its cloud infrastructure, as well as avoid cloud provider lock-in.

Leverage the cloud at its best with CloudBasic’s RDS/SQL Server Geo-Read Replicas for High-Availability, Reporting, Offloading of primary DB Instances, and Disaster Recovery! For more information about CloudBasic and its cloud technology products and services, please contact CloudBasic.

Related OFX Case Study - Financial Data Analytics on AWS

RDS Always-On/Geo-Replicate (Multi-AR) for SQL Server HA/DR

RDS SQL Server Multi-AZ and Multi-AR (Cross-Region) Readable-Replicas for HA/DR, reporting, off-loading of primaries. On-Premise to AWS replication for Cloud HA/DR.

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You'll be in good company:

Amazing Product for RDS SQL Server replication


Cloudbasic RDS Always-On/Geo-Replicate for SQL Server provided us with just what we were looking for. It saved us a lot of time during our migration process by taking care of the database schema replication and keeping large amounts of data in sync. Also, the support has been amazing in terms of being available in-spite of the time zone differences. Read full review >>

Bernadette Hensley

Great product, fantastic support team!

We’re a small, growing company so our AWS budget is tight and the CloudBasic replication product is the perfect solution for our needs. This product has allowed us to implement a reliable, near real-time replication solution without resorting to expensive SQL Server/RDS replication solutions. The CloudBasic product has proven to be fast, reliable, easy to set up, use and manage.

Before our AWS migration we managed our own physical SQL Server installation and used SQL Server log shipping to sync our online and reporting databases with typical latencies of 15-30 minute range. With the CloudBasic solution our latencies are now in the 2-5 second range…  Read full review >>

Damien Hanna, Roomex Limited

CloudBasic is an AWS Rockstar!

The CloudBasic RDS Always-On/Geo-Replicate for SQL Server solution is an absolute lifesaver when working with RDS SQL Server! SQL Server on RDS falls short in a lot of aspects when it comes to replication and disaster recovery, and this solution makes the process seamless. We’re able to migrate very large amounts of data and keep the in sync while we move applications around, as well as create usable read-replicas that RDS simply doesn’t provide. Anytime we’ve run into any snags in the process, CloudBasic support has been right there available to help get things going right away. I’m truly impressed with the product and the company behind it! Read full review >>

Chris Kizziar

five-starsGreat product, simplifies architecture and hassle free

CLOUDBASIC RDS Always-On/Geo-Replicate for SQL Server HA/DR/Redshift/S3 provided us a way to replicate multiple on site MSSQL DBs to other datacenters as well as Amazon RDS\EC2 and also from the cloud into our datacenters. After spending weeks of investigating how we could manage this using SQL’s own replication or writing our own replication jobs we found Cloudbasic. We were up and running within a hour and our DBA team could test replication paths hassle free and have full control over the source and destination DBs. The ability to replicate into SQL Web version saves us $10,000’s every year whilst maintaining the ability to have read\write replicas. The Cloudbasic support has been fantastic, helping us with any questions we have and also releasing new features to meet specific needs, we couldn’t ask for more from a product support group. I would highly recommend you trial this product if you are looking at any form of hybrid MSSQL replication and want the most cost optimised solution that works straight out the box (AMI). Read full review >>


five-starsExcellent product and support!

CloudBasic RDS AlwaysOn/Geo-Replicate for SQL Server HA/DR is an excellent product backed by great support. Using the pre-configured AMI we were up and running in minutes. Used CloudBasic to migrate SQL Server databases into RDS, followed by setting up cross-region Multi-AR RDS SQL replications for Disaster Recovery and Multi-AZ High Availability. It works well with RDS Multi-AZ, creates SQL Server read-replicas which can be used for reporting, data-locality and offloading of primary RDS SQL Servers. With help form the responsive CloudBasic support team we were able to migrate our databases with no down time. Setting up DR and HA was straightforward.

I strongly recommend the product and the CloudBasic advisory support team…  Read full review >>


five-starsI’m really happy I found your product

I’m really happy I found your product as there are not many options for this sort of thing with RDS and SQL Server.


Daniel O’Connor,

five-starsDoes what it says on the box, easy to use, amazing support.

I found this tool when I was looking for a way to transfer databases between our development systems and our production systems. These comprised of a mix of in house physical SQL, EC2 SQL and and RDS. Cloudbasic Geo-replicate solved this problem.

The product improvements I asked for were implemented within days allowing me to extend our use of this product into our devops continuous delivery model.

Oniqua Cloud

five-starsAffordable SQL Server High Availability Solution

As a consultant I look for affordable and easy to maintain solutions for my customers. This SQL Server HA solution features a simple web interface. I did not have to worry about configuring server clusters, log shipping etc. I was able to setup a DB instance replication to a cross-region AlwaysOn RDS in minutes. I was pleasantly surprised that MSSQL Web Edition is also supported. I had to call for support related to DB issues on my end. I was assigned a dedicated support representative who proved to be very helpful. I did an extensive testing to ensure that this product is very reliable. With this product I am planning to scale up my Cloud Disaster Recovery implementation efforts.

Nick Semer, IT Consultant

five-starsSimple, Powerful, with Stellar Support


The software delivers what it promises. Its easy to use. The support is fantastic. We were impressed how fast they reached out to us to want to help. The software is fast, economical and affordable. It doesn’t put any stress on your source and destination databases. It seamlessly does what it does and it does it well. I highly recommend this product to anyone.

Otelz Development Team

five-starsSimple cross-region RDS replication solution

We were looking for a way to continuously replicate our RDS based SQL Servers from west to east coast, for disaster recovery and reporting purposes. We started from looking for a SQL Server log shipping and high availability based solution ..then found CloudBasic’s Geo-Replicate server. We launched the server from the market place, entered RDS source and destination information and within minutes were able to stream data. The secondary DBs seeded very fast, and … Read All

Radmeister, Inc.

five-starsEasy setup. Various deployment scenarios.

We were looking to utilize AWS as a fail-over site for our on-premise SQL Server based applications. We turned to the AWS Market place to find solutions to help us speed up implementation. Found this product, and within minutes were able to steam SQL Server data to an RDS SQL Server on AWS. All we had to do is enter source and destination SQL server connection strings. Then selected if we wanted a one time migration of the SQL server or also… Read full review >>

J.P., Solution Architect

five-starsWorks very well. Easy to use. Some minor issues need to be addressed.

We intended to use this software to do a one time migration of SQL databases from our co-located datacenter to AWS. Then figured it is very easy to setup continuous replication from East to West coast (AWS in California to AWS in Virginia). We currently use EC2 SQL Server Web edition in California, replicating to a small RDS Web Edition in Virginia… Read full review >>

John M.

five-starsSimple and inexpensive solution to replicate SQL Servers from West to East coast

Our customer base spans 100+ hospitals, including Tenet Healthcare, Baptist Health of South Florida and Texas Health Resources. We migrated our systems to AWS a year ago. Then shortly after, as part of our business continuity planning, selected the pre-AWS Marketplace version of CLOUDBASIC REPLICATE to … Read full review >>

Versant Holdings, LLC

five-stars-review-on-AWS-MarketplacePowerful Yet Simple Replication Solution

The most important feature we were looking for was to be able to access the end point of the replica for our reporting. This product replicates between SQL servers manages by us. We have to ensure the destination SQL Server is used in read-only mode, but this gives us the flexibility to setup replication in various scenarios: on-prem to AWS, across AWS regions, zone-to-zone. It does seem that SQL Server Web edition is supported in all scenarios as well… Read full review >>

George K.

five-starsCloudBasic SQL Migrate to RDS Solution

I used CloudBasic to Migrate my SQL2012 to an RDS 2012 instance. Install of CloudBasic was easy and once the connection strings were set on the CloudBasic Server webpage, my database connectivity was verified and the db migrated very fast to the RDS instance. CloudBasic is the easiest and fastest solution to replicate your data to an RDS instance for production and or testing. Thank You for making my job easier!!! Read full review >>

Tampa Bay Times

five-starsCloudBasic works great! Easy to setup and comes with outstanding support.

CloudBasic has a nice web user interface. There’s a quick setup feature to start replicating your databases in minutes after you setup the AMI from Amazon’s Marketplace. If you have any questions, RJ and their support team will go to great lengths to make sure CloudBasic gives you the ROI that you’re looking for in a database replication solution. Awesome product. Read full review >>

AnswerFirst Communications