sharepoint 2010 summit - stress free migration
DESCRIPTION
SharePoint Summit 2010 Presentation - Tips on how to migrate to SharePoint 2010 without the stress. Includes out of box SharePoint upgrade, tips on best practices, how to migrate custom functionality, content, and dataTRANSCRIPT
Migrate to SharePoint 2010 – Stress Free!
Nick KellettChief Technical Officer, StoneShare
2
Ottawa-Hull | Visit us at www.stoneshare.com
Agenda
A Little History
Common Migration Pains
SharePoint 2010 Technical Changes
Governance
Migration Options
Migration Tools and Utilities
The Migration Process
Recommendations
3
Ottawa-Hull | Visit us at www.stoneshare.com
A Little History
2003 to 2007 MigrationOptions: In Place, Gradual, Database Migration
Common problems: Customizations and Ghosted PagesArchitecture changesOOTB migration wasn’t granular enough
Third party tools
4
Ottawa-Hull | Visit us at www.stoneshare.com
Common Migration Pains
Pain Recommended Solution
Uncontrolled environment Audit and Govern
Lack of hardware Virtualize
Customized pages Revert to Site Definition
Custom Site Definitions Upgrade, Recreate, or Replace
Third Party Applications Upgrade, Recreate or Replace
Customized Web Config files Look in Web.Config for FBA settings, connection strings, custom safe control entries, and port these over
Custom Code Look in GAC and 12 Hive for custom code. Upgrade, recreate, or replace
Language Packs Ensure the new farm is running the required language packs
5
Ottawa-Hull | Visit us at www.stoneshare.com
SharePoint 2010 Technical Changes
Hardware Requirements64x ArchitectureWindows Server 2008 or Windows Server 2008 R2 64xSQL Server 2005 SP3 or SQL Server 2008 SP1 64x
Architecture ChangesService Applications – No more SSP!Sandboxed Solutions
SharePoint Designer
STSAdm out, PowerShell in
No Internet Explorer 6 Support
6
Governance
7
Ottawa-Hull | Visit us at www.stoneshare.com
SharePoint Governance
Centralized thought process
Structured approach to building and managing SharePoint
Provides staff with appropriate tools, training, support, and information
Characteristics:Organization-specificTeam-driven: Governance Team, Tactical TeamsDisciplined and results-oriented approachRequires good communication
8
Ottawa-Hull | Visit us at www.stoneshare.com
SharePoint Governance Requirements
Governance SiteCommunicationsPolicies and ProceduresTrainingSupportTaxonomy
Project Schedule
Communication
Support
Training
10
Migration Options
11
Ottawa-Hull | Visit us at www.stoneshare.com
Migration Options
Types of Migration:Content / DataFunctionality
Content Migration OptionsIn PlaceDatabase AttachHybrid
Option 1 - Read-only DatabasesOption 2 - Parallel Databases
12
Ottawa-Hull | Visit us at www.stoneshare.com
Migration Options – In Place
Upgrades your existing farm (if 64x)
Run Setup for SharePoint Server 2010 on Central Admin server
Run Setup on WFE and Application Servers
Run the SharePoint Products and Technologies Configuration Wizard on Central Admin to update config db, services, content dbs. Timer updates all site collections
Run the SharePoint Products and Technologies Configuration Wizard on WFE and App Servers
13
Ottawa-Hull | Visit us at www.stoneshare.com
Migration Options – Database Attach
Install new 2010 Farm
Detach all content databases
Take old farm offline
Attach content databases to new 2010 farm
Automatic upgrade process occurs
14
Ottawa-Hull | Visit us at www.stoneshare.com
Migration Options – Hybrid 1
Database Attach with Read-only DatabasesSetup 2010 FarmTransfer all functionality to 2010 and testSet 2007 content databases to Read-onlyDetach content databases using SQL ServerAttach to 2010 Farm to get automatic upgradeTest upgradeConfigure 2010 Farm to serve requestsTake 2007 Farm offline
15
Ottawa-Hull | Visit us at www.stoneshare.com
Migration Options – Hybrid 2
In-Place with Detach DatabasesDetach content databasesPerform In-Place upgrade on existing 2007 farm and config databaseRe-attach content databases to 2010 Farm to get automatic upgradeTest upgrade
16
Ottawa-Hull | Visit us at www.stoneshare.com
Migration Options – Pros and Cons
In-Place PRO: Does not require new hardwarePRO: Uses Existing Farm configurationsCON: Cannot serve requests from original farmCON: No way to reverse if something goes wrong
Attach DatabasesPRO: Can serve requests from 2007 farm while migration occursPRO: Can update multiple databases at oncePRO / CON: Requires new 2010 Farm and hardwarePRO / CON: You have to setup new Farm Configuration SettingsCON: Risk of new content being added to old Farm mid-migration
17
Ottawa-Hull | Visit us at www.stoneshare.com
Migration Options – Pros and Cons (cont.)
Hybrid 1 – Read-only DatabasesPRO / CON: Requires new 2010 Farm and hardwarePRO: Can serve requests from existing farmPRO: No risk of content being added mid-migrationCON: Prevents content from being updated until migration complete
Hybrid 2 – Detach Databases (In Place With Database Detach)CON: Cannot serve requests from original farmPRO: Does not require new hardwarePRO: Can upgrade multiple databases at once for faster upgrade
18
Ottawa-Hull | Visit us at www.stoneshare.com
Migration - Functionality
Feature Upgrade
Do you need old functionality?
Recompile custom code to 64x if possible
Third Party Products
19
Ottawa-Hull | Visit us at www.stoneshare.com
Migration – Tools and Utilities
Preupgrade check
PowerShell test-spcontentdatabase cmdlet
Visual Upgrade
Major Vendors migration tools
Administrator and Vendor Utilities
20
Migration Process
21
Ottawa-Hull | Visit us at www.stoneshare.com
Migration – The Migration Process
Restructure Farm?
Pre-Migration Checklist
1…n Test Migrations
Production Migration
Final steps
22
Ottawa-Hull | Visit us at www.stoneshare.com
Migration – Restructuring
This is a good opportunity to restructure your farm
Use mergedb to consolidate site collections into one content database
Use backup / restore to move site collections around
Use Third Party Tools to restructure:Web Application, Site Collections, and Site LayoutsNavigationContent
23
Ottawa-Hull | Visit us at www.stoneshare.com
Migration – Restructuring
This is a good opportunity to restructure your farm
Use mergedb to consolidate site collections into one content database
Use backup / restore to move site collections around
Use Third Party Tools to restructure:Web Application, Site Collections, and Site LayoutsNavigationContent
24
Ottawa-Hull | Visit us at www.stoneshare.com
Migration – To 64x
25
Ottawa-Hull | Visit us at www.stoneshare.com
Migration – Pre-Upgrade Checker
STSADM.EXE -o preupgradecheck [[-rulefiles "rule file name"] | [-listrulefiles]] [-localonly]
The Checker Lists:All servers and components in the farm, and whether the servers meet requirements for upgradingAlternate access mapping URLsSite definitions, site templates, features, and language packsUnsupported farm customizations (such as database schema modifications)Any database or site orphans in the farm Missing or invalid configuration settings in the farm (such as Web.config file, invalid host names, or invalid service accounts)Whether the databases meet requirements for upgrade
26
Ottawa-Hull | Visit us at www.stoneshare.com
Migration – 1..n Test Migrations
Setup Test environment
Create database copy of real content
Migrate using the chosen approach
Check the Log Files%COMMONPROGRAMFILES%\Microsoft Shared\Web server extensions\14\LOGS\PSCDiagnostics_Upgrade- .log and .err files
Test Data
Test Functionality
Test Visual Upgrade on site collections
Identify and fix problems
27
Ottawa-Hull | Visit us at www.stoneshare.com
Migration – Fixes
Turn off features or functionality you don’t need
Delete orphansstsadm -o databaserepair -url http://<URL_of_WindowsSharePointServices_Site> -databasename <name of database that contains the orphan item> [-deletecorruption]
To view status of each web app: stsadm -o localupgradestatus on each web app
To resume upgrade on skipped web apps: PowerShell upgrade-spcontentdatabase -id <GUID>
28
Ottawa-Hull | Visit us at www.stoneshare.com
Migration – Production
Setup production environment
Migrate using the chosen approach
Test Data
Test Functionality
Use Visual Upgrade on site collections
Switch over requests to new farm (if required)
29
Wrapup
30
Ottawa-Hull | Visit us at www.stoneshare.com
Recommendations
Plan and Govern EarlyAudit your content and functionalityConsider restructuring
Virtualize
Build SharePoint 2010 Farm for testingTest with copy of real content Deploy all functionality to test farm
Preferred Option: Hybrid Migration – Read-only Databases
“Best of the worst” options: Hybrid 2 – Database Detach with Parallel Databases
31
Ottawa-Hull | Visit us at www.stoneshare.com
Migration – Migration Resources
Upgrade and Migration Resource Center for Microsoft SharePoint Server 2010 (http://technet.microsoft.com/en-us/sharepoint/ee517214.aspx)
Jie Li’s Blog: Upgrade Prerequisites Links: (http://blogs.msdn.com/opal/archive/2009/10/25/sharepoint-2010-pre-requisites-download-links.aspx)
Migrating an Existing 2007 Farm to 64x: (http://technet.microsoft.com/en-us/library/dd622865.aspx?ppud=4)
32
Ottawa-Hull | Visit us at www.stoneshare.com
Migration – Wrapup
Questions?
Email: [email protected]
Blog: http://planetmoss.blogspot.com
www.linkedin.com/in/nicholaskellett
www.stoneshare.com
Thank You!