pitfalls of migration to sharepoint 2010
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Pitfalls of Migrating to SharePoint 2010SPTechCon Boston 2012Scott Hoag and Dan Usher
who are we?
Infrastructure Consultant at Applied Information Sciences
8 years of experience with the SharePoint platform from MCMS 2002 to SharePoint 2010 today
Enjoys discussions about user adoption, search, and world peace
Recently returned from a trip around the world…
ScottHoag
ciphertxt
who’s that other guy?
Lead Associate at Booz Allen Hamilton
7 years of experience with SharePoint going back to adventures with STS 2001 and SPS 2003 with fun in the SharePoint 2007 and 2010
Follows the SharePoint Credo - ADIDASAll Day I Dream About SharePoint
Enjoys discussions about Claims AuthZ, SmartCard AuthN, Atomic Molecular Optics & the Big Bang Theory
Enjoys whey protein biscuits
DanUsher
usher
introductions
a few ground rules…
redundant statement is redundant!
http://xkcdsw.com/2502
Smithers, fetch my agenda… Wait, why are we doing this? Migration vs. Upgrade 3rd Party Tools vs. OOTB Methods Consolidation Considerations Content Assessments User Adoption, Experience and Training AuthN Changes Entropy vs. Order
wait, why are we doing this? End User Capabilities
PerformancePoint, Access Services, BCS, Office Web Apps, PowerPivot, Sandboxed Solutions
Architectural Reasons Services Architecture, Scalability, PowerShell,
Disaster Recovery, Multitenancy, Claims AuthN/AuthZ
Licensing, Maintenance and Supportability Because we can…
migration vs. upgrade Data migration is the process of transferring data
between storage types, formats, or computer systems. 1
System migration involves moving a set of instructions or programs from one platform to another, minimizing re-engineering. 2
Migration of systems can also involve downtime, while the old system is replaced with a new one.
The term upgrade refers to the replacement of a product with a newer version of the same product. 3
1 http://en.wikipedia.org/wiki/Data_migration2 http://en.wikipedia.org/wiki/System_migration 3 http://en.wikipedia.org/wiki/Upgrade
devising your way ahead
we need a plan…
You’re pretty funny… you must be new here… we don’t do plans…
what’s that? a plan? Make sure that you’ve successfully
incorporated the technology components that help drive adoption
Implement a Training Plan Implement a Communications Plan Decide on a Content Migration Strategy Have a User Support Plan Provide Incentives and Rewards Enable End-user Feedback Align Business Objectives
lets get technical… Hardware and Software RequirementsWeb Front End(s)
Component
Minimum Requirement
Hardware 64-bit, four cores
Memory 8 GB
Operation System
Windows Server 2008 R2 with SP1Windows Server 2008 with SP2
SQL Server(s)
Component
Minimum Requirement
Hardware 64-bit, four cores (small deployments)64-bit, eight cores (medium deployments)
Memory 8 GB (small deployments)16 GB (medium deployments)
Operation System
Windows Server 2008 R2 with SP1Windows Server 2008 with SP2
SQL Server SQL Server 2008 R2SQL Server 2008 with SP1 (SP1) and CU2 (or CU5 or later)SQL Server 2005 with SP3 and CU3
other preparation
Other Resources TechNet Documentation (Capacity Planning /
Hardware and Software Requirements) Blogs (Joel Oleson, Todd Klindt and Shane
Young) Axceler Migration Toolkit (no cost)
Version Migration Preparation
SharePoint Portal Server 2001
Hire a consultantConsider a 3rd party migration tool
Windows SharePoint Services 3.0
Hire a consultantPrescan.exe / ReGhost.net / GhostHunter Web Parts
Office SharePoint Server 2007
STSADM –o preupgradecheck
SharePoint Server 2010 test-spcontentdatabase cmdlet
3rd party tools vs. ootb
Out of the Box In-place Database Attach
3rd Party Axceler Davinci Migrator AvePoint DocAve Metalogix Migration Manager Idera SharePoint Migration Suite / Quest
Migration Manger Tzunami Migration Kapow Solutions Xavor Solutions
in-place or database attach In-place
Same operating system (x64 required) Same hardware (x64 required) Content and settings come along Farm is offline while upgrading
Database Attach New hardware Only content comes along Content is not available while upgrading, but you get
to pick the order! Parallel upgrades of content Combine multiple farms
Hybrid Database attach read-only databases In-place upgrade with detached databases
in-place or database attach
vs.
side bar
what about service pack 1 upgrade? You want to consolidate content from one
SharePoint 2010 farm to another? Upgrade from Pre-SP1 to SP1 Required
Farm, Web Application or Content Database
Site Collection Backup and Restore Upgrade your farm to SP1
> PSConfig -cmd upgrade -inplace b2b -wait -force
timeout…
considerations
authentication changes
Classic AuthN Claims AuthN and AuthZ
Integrated Windows AuthN with NTLM / Kerberos
Forms Based AuthN
Trusted Identity Provider (aka SAML & WS Fed)
why would you choose claims auth? It’s the new shiny… Microsoft recommends it
for new implementations… Multiple Authentication
Providers – One URL… Handy for extranets and
partner access… Role Based and Attribute
Based Access Control… Vive la Fédération!
considerations when choosing… Business Functionality Issues with Claims…
PerformancePoint Services, InfoPath Forms Services, Excel Services, etc.
Search Alerts, Search Crawling SharePoint Explorer View
Additional setup required for IWA Claims – Claims to Token for Kerberos Delegation
Secure Store comes in handy with FBA & SAML… Forms Based AuthN – Still have a Membership
Provider and Role Manager to register within multiple web.config files
When setting up a Trusted Identity Provider there’s a bit of work that must be done… Get ready to use some PowerShell for certificate
exchange…
more considerations… Be prepared to figure out your AuthZ side of
things IWA leverages NT Security Token Forms Role Manager information mapped Group Claims information
Identities with one Claim Provider aren’t the same as with another…
Similar to Domain A and Domain B user objects in Classic
Multitenancy Single zone… Partitioned search… Partitioned user profiles… Partitioned Managed Metadata…
$> i:0#.w|claimprovider|useraccount != i:0#.f|claimprovider|useraccount
what’s that mean to me? Classic to Classic
Mapping “should” stay intact Classic to Claims
Mapping update required Classic Provider Identity to Claim Provider
Identity Migrate a web application… Client Certificate AuthN
Requires Proxy (IWA/KCD) or AD FS v2 (SAML) Office 2007 w/o Persistent Cookies = Integration
Issues
authN/authZ decisions
what about search?
INFORMATION ARCHITECTURE
Find Information
Navigate Search
I know how to find it
I don’t know how to find it
but I know it’s out there
I don’t know if it’s out there
COMMUNICATE
what about custom solutions? Web Templates and Site Definitions BDC -> Application Registry Database Custom Solutions
.Net version – recompile for appropriate framework
Farm Solutions to Sandboxed Solutions Third Party Tools
what about workflows? Remember to breathe… In-place upgrades are your best bet Third Party Tools with Full Fidelity
Axceler AvePoint Metalogix … and others?
Gotchas Not using the latest and greatest Workflow History Cleanup
content assessment How much data we have and where does it
reside? If we’re migrating, how will the transfer occur? How long will it take?
Considerations for Search Corpus size Multilingual?
Does your content need to change in the new system? Choice fields vs. Managed Metadata Content Type authoring in a Content Hub?
consolidation considerations Do you have existing systems / applications
that will also be migrated into SharePoint? Do we need to (un)consolidate?
Single site collections that need to be broken apart into multiple collections
Sites that need to be promoted into site collections
Too many site collections in our databases Does your existing taxonomy fit in the new
system? Customizations / Farm Solutions
still more content to assess… Identify 3rd party tools/web parts/etc. that
are installed in your current farm Is there a 2010 version available? Is the functionality now available OOTB in
SharePoint (Ratings, Faceted Search, …) Don’t forget your non-SharePoint data..• Lotus• WebSphere• Drupal• DotNetNuke
• Alfresco• Legacy HTML• Non-OCR’d Text Documents• Orchard
other solution sets
Site direcotry
other solution sets
Site direcotry
fabulous 40
other solution sets
Site direcotry
fabulous 40
productivity hub
other solution sets
Site direcotry
fabulous 40
productivity hub
spd site export
disaster recovery impacts Do you have plans? Have you tested your plans? Mirroring? Clustering? Regression Plans? Log Shipping (wait, what?)
user experience Visual Upgrade (aka v3) is familiar. The ribbon
is not. Are you deploying the Office Web Applications?
(Co-authoring can be fun!) Multiple item selections. Refinement panels.
Metadata navigation. Oh my! What about your licensing? Enterprise?
Standard? Office Workspace? Groove? Mobile? Oh, you are upgrading your Office Clients too
right?
YES!
Training Tools Videos Computer based training Formal classroom training “Office hours” (on-going) Productivity Hub from Microsoft
If you have have to provide extensive training to your typical user, you’ve most likely made some fundamental design mistakes!
training? do you have to?
entropy vs. orderEntropy - /ˈentrəpē/ A thermodynamic quantity representing the
unavailability of a system's thermal energy for conversion into mechanical work, often...
Lack of order or predictability; gradual decline into disorder.
Order - /ˈôrdər/ The arrangement or disposition of people or
things in relation to each other according to a particular sequence, pattern, or method.
closing thought
something to rememberSharePoint Implementations today consist of a race between Architects, Developers and IT Pros striving to build well planned out, bigger and better idiot-proof solutions, and the Universe trying to produce requirements of entropy with bigger and better idiots.
…so far, the Universe is winning.
questions
?
evaluations
Catch up with us… Dan Usher
[email protected]@usherwww.sharepointdan.com
Scott [email protected]@ciphertxtwww.psconfig.com
reference What's new in upgrade Determine upgrade approach SharePoint Server 2010 capacity manageme
nt: Software boundaries and limits
Video demos and training for SharePoint Server 2010
SharePoint 2010 Adoption Best Practices