sharepoint 2010 upgrade user group and sharepoint saturday
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SharePoint 2010 drill down into the methods with guidance on features and solutions to help you get educated on the latest features of SharePoint 2007 to SharePoint 2010.TRANSCRIPT
Upgrading Drill Down: SharePoint 2010
Joel OlesonSharePoint ArchitectQuest Softwarehttp://sharepointjoel.com@joeloleson
10 Years of SharePoint
SharePoint Product Architect, Evangelist & Strategy @ Quest
Twitter: @joeloleson
Email: [email protected]
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!
In Place - Binary Approach to Upgrade
Pre-Upgrade
Check 2007 farm
Fix Issues
Upgrade Binaries with In place
(Setup)
Fix Issues Visual Upgrade Verify
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
Attaching Database to SP2010 Farm
Central Admin Upgrade Status
Read-Only Databases
DB Attach - Binary Approach to Upgrade
PreUpgradeCheck
on SP2007
farm
Fix issues
Create Destination farmUpgrade Services(consider in-place)
Test-SPContentDataba
ses
Add solutions
/Fix issues
Set ReadonlyDatabase
Attach Content
Databases
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
Post Binary Upgraded Site: Preview Visuals
Visual Upgrade Options
Tactical Insights
Troubleshooting Issues1. Determine cause of failure
– Status Page & Upgrade Logs:• Error log• Full upgrade log
– Customizations Management Commands:• Test-SPContentDatabase• stsadm -o EnumAllWebs• Deletesite/Deleteweb
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 powershell upgrade commands
Upgrade Strategies
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
Just Released to the Web
• SharePoint 2010: Best Practices for Upgrading and Migrating– Get Prescriptive guidance on
Upgrade Methods– Drill deep into assessment
tools– Compare Migration tools– Save yourself time
• Print edition coming soon.
Why Consider third party tools?
• Getting out of customizations…– Custom site definitions– Modified Databases– Restructuring
• Quest Migration Manager– 2003 to 2010 with post Migration Sync– 2007 to 2010 in beta (RTM in 60 days)
• Free Site Storage Reports Freeware http://www.quest.com/reportsforsharepoint
www.quest.com
Keynote Speaker Ben Curry, MVP, MCT, MCP, MCTS Managing Consultant, Summit 7 Systems
Dan Holme, MVPPrincipal Consultant/ Intelliem
Zlatan Dzinic, MVPEnterprise Content Management Lead
Featured Speakers
Spencer Harbar, MCM, MVPEnterprise Architect, Combined Knowledge
Muhanad Omar, MVPSharePoint Specialist, Devosis, Inc.
Agnes Molnar, MVPSenior Consultant and Solutions Architect
Richard TaylorShrePoint Architect ,MCT
Paul Swider, MCTEnterprise SharePoint Strategist , OnClick Solutions
Dan Wessels, MVPCo-Founder and Managing Director, MicroVation GmbH.
Thanks!
Learn More about SharePoint 2010
Information forIT Prosat TechNet
http://MSSharePointITPro.com
Information forDevelopers
at MSDNhttp://MSSharePointDeveloper.com
Information forEveryone
http://SharePoint.Microsoft.com