Upgrading Drill Down: SharePoint 2010

Joel OlesonSharePoint ArchitectQuest Softwarehttp://sharepointjoel.com

~10 Year SharePoint Veteran

SharePoint Product Architect, Evangelist & Strategy @ Quest

Twitter: @joeloleson

Email: joel.oleson@quest.com

Who is SharePoint Joel?

Upgrade Cycle: OverviewLearn• Requirements/

prerequisites• Upgrade methods• Downtime mitigation• Common issues

Prepare• Document environment• Manage customizations• Plan upgrade strategy• Make items upgradable

Test• Build test farms

• Use real data• Evaluate techniques• Find issues early

Implement• Build/upgrade farms• Deploy customizations• Minimize downtime• Monitor progress

Validate• Upgrade event failures• UI/UX issues• Data issues

Pre Upgrade

SharePoint 2010 Requirements

• SharePoint 2007 SP2 Update (December CU recommended)

• 64 bit operating system for application servers– Windows Server 2008 or 2008 R2

• 64 bit SQL Server– SQL 2005 SP3 CU3/2008 SP1 CU2/2008 R2

• For Development environments– 64-bit Vista SP1 and Windows 7

• Virtualization is supported and very common

Learning from PreUpgradeCheck

PreUpgradeCheck Failed Report (snippets)

SharePoint PreUpgradeCheck Report

Information & Configuration

• Content Sources & Start addresses

• Farm & Search Topology

• Servers• Upgrade Types• AAMs, Large Lists &

Libraries

ImportantIssues and Dependencies

• Site Definition (referenced & missing)

• Installed Language Pack• Features (referenced &

missing)• Custom List Views &

Custom Field Types, Web.Config entries

Test-SPContentDatabase

Upgrade

Insight on Upgrade

• Binary Upgrade– In Place - New Timeout, Resume on failures– Database Attach - New Parallel, Progress

Indicator

• Visual Upgrade– Separate process– Delegation by default

Binary Upgrade

Visual Upgrade

In-Place Upgrade• All-at-once upgrade

– Must upgrade the whole farm at one time– No SP 2007 and SP2010 in same farm– Schedule downtime

• Simplest approach, but *most risky*!– No going back

• Resume Upgrade if problems occur• Recommendations

– Run Test-SPContentDatabase from SP 2010 farm against databases

– Do a full farm backup before you start!

1. In Place - Binary Approach to Upgrade

PreUpgradeCheck

on SP2007

farm

Test In Place

Upgrade on 2nd Farm

Fix issues

Mount and

Resume Dbs w/

Powershell

Fix Upgrade

Errors

Visual Upgrade

Caution: Not recommended for most deployments…

Psconfig –cmd upgrade

Psconfig Upgrade Continued

Database Attach Upgrade

• Safer, Requires more planning (A good thing)

• Upgrade is done on a separate 2010 farm– Done database-by-database – Can be used with 2nd step visual upgrade

• Use Test-SPContentDatabase (PowerShell cmdlet) to test database first

• To attach– Mount-SPContentDatabase (PowerShell)– STSADM –o Addcontentdb operation

• Parallel database upgrades are possible

Read-Only Databases

2. DB Attach - Binary Approach to Upgrade

PreUpgradeCheck

on SP2007

farm

Fix issues Upgrade Services

Test-SPContentDatabas

es

Add solutions

/Fix issues

Database Attach

Content Database

s

Visual Upgrade

Recommended for most deployments…

Visual Upgrade

• Stay in 2007 (default) or move to 2010 UI– 2010 ships 2007 Master pages and CSS– UI Preview capability

• Farm admin or site admin controlled– Web level setting

• Some items not 2007 UI compatible– My site host– PWA site collection– Report Server web parts

Attaching Database to SP2010 Farm

Central Admin Upgrade Status

Post Binary Upgraded Site: Preview Visuals

Visual Upgrade Options

Tactical Insights

Operations SchedulingBenchmark upgrade operations schedule

Note:– Planned 36 hours outage.– Up to 54 hours emergency outage if rollback is required.– Downtime mitigation processes such as read-only databases can be used

to reduce outage time.

Schedule Operation

Friday 2200hrs Start backups

Saturday 0000hrs Start upgrade of content farm/databases

Sunday 1200hrs

Upgrade must be effectively complete, or rollback of environment must begin

Monday 0600hrs

Environment must be completely working, either as original version or new version

Common Upgrade Failure Issues & Recovery1. Determine cause of failure

– Status Page & Upgrade Logs:• Error log• Full upgrade log

– Customizations Management Commands:• Test-SPContentDatabase• stsadm -o EnumAllWebs

2. Fix issue(s)– Install missing or updated customizations– Activate missing services; farm, web app settings

3. Resume upgrade– Farm upgrade command– Content database specific upgrade command– Service specific upgrade commands

Upgrade Strategies

Windows PowerShell Upgrade CmdletsTest-SPContentDatabase• Discover and Document issues 2007/2010

Mount-SPContentDatabase• Initiate Content database B2B/V2V upgrade

Upgrade-SPContentDatabase• Resume Content database B2B/V2V upgrade

Upgrade-SPEnterpriseSearchServiceApplication• Search Service Application Instance

Upgrade-SPSingleSignOnDatabase• O12 SSO data to Secure Store database

Upgrade TestingWhat are you looking for in a test?• Upgrade Issues

– Disk Full!!!– Modified databases– Customizations– Authentication providers– Poor dev practices

• Recommendations– Test server side customizations & verify in

both Visual Upgrade modes– Consider preview environments– Similar hardware, Use real datasets– Don’t ignore warnings

Binary Approaches to Upgrade - Hybrid

Make a copy of

the farm

Set databases Read-Only on Source

Upgrade Binaries

and Services with In Place

upgrade

Test-SPContentDatabases

Database Attach

Content Databases in Parallel

Visual Upgrade

SSP to Service App

• Each SSP upgrades into:– A Search service app– A User Profiles service app– An Excel service app– An App Registry back-compat service app

• New Services can be activated/added

Visual Upgrade Caution

• AAM redirection features is complex. Don’t use it if you don’t have to.

• No Visual backward compatible UI for My Sites– Database Attach into My Site Host– In place upgrade your My Site Host

• Other Services UI may be impacted– Project Web Access site collection– Reporting Server web parts

ISV Upgrade/Migration Solutions• Quest Tech Preview of Migration Manager

– 2003 to 2010 with post Migration Sync– Premigration assessment for duration

• Freeware: Check out the Free Quest Reporting Solution http://www.quest.com/reportsforsharepoint

• You can also find Solutions from: Metalogix, Tsunami & AvePoint

SharePoint 2010 Upgrade eBook

•Launch on May 12•Coming Soon!!!

Quest Solutions for SharePoint Site Administrator for SharePoint Understand, manage and secure your SharePoint environment

Migration Manager for SharePoint SharePoint to SharePoint migration

File Migrator for SharePoint File shares to SharePoint migration

Recovery Manager for SharePointGranular SharePoint recovery for enterprise-level needs

Quest Web Parts Enable rapid development of SharePoint applications

Public Folder Migrator for SharePointExchange Public Folders to SharePoint migrationNotes Migrator for SharePointNotes application content to SharePoint migration

Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control

* 2003 -2010 Tech Preview

Server Administrator for SharePoint Configure, difference and health for your SharePoint farms

* 2010 Tech Previews

* 2010 Tech Preview

Thank You!

Learn More about SharePoint 2010

Information forIT Prosat TechNet

http://MSSharePointITPro.com

Information forDevelopers

at MSDNhttp://MSSharePointDeveloper.com

Information forEveryone

http://SharePoint.Microsoft.com