april 11 th , 2012
DESCRIPTION
April 11 th , 2012. Migratory Habits of SharePoint. Brian Caauwe, Lucas Struck, & Jamie Aliperti. Agenda. Introductions Migrating SharePoint Overview, Architecture & Planning- Brian Caauwe Migrating to SharePoint Online - Lucas Struck Break - PowerPoint PPT PresentationTRANSCRIPT
Meeting # 89
Welcome to the Minnesota SharePoint
User Group
http://www.sharepointmn.com
April 11th, 2012
Migratory Habits of SharePoint
Brian Caauwe, Lucas Struck, & Jamie Aliperti
Meeting # 89
Agenda• Introductions• Migrating SharePoint Overview, Architecture & Planning-
Brian Caauwe• Migrating to SharePoint Online - Lucas Struck• Break• Migration PM and Migration Tools - Jamie Aliperti• Surveys and Giveaways
o Reminder - Online Participants take Survey to be eligible for giveaway
Meeting # 89
User Group Goal / Objectives
o Develop and support a local community focused on Microsoft SharePoint Technologies
• Educate user group members about SharePoint Technologies• Transfer knowledge within the community• Communicate best practices• Introduce new products / solutions
Meeting # 89
Introductions – MNSPUG SponsorsAvtex (www.avtex.com) • Technology consulting company• Practice area focused on SharePoint
Benchmark Learning (www.benchmarklearning.com)• Training on many technologies
Microsoft (www.microsoft.com)
Wrox Press (www.wrox.com) O’Reilly (www.oreilly.com)
Meeting # 89
www.SharePointMN.com• Website for user group• SharePoint resource documents• SharePoint resource links• RSS Feeds • Meeting Schedule• Past User Group Presentations
• [email protected] www.sharepointmn.com
Meeting # 89
Social Networking• Linked In group – The most interactive… includes job postings…
o Post Job Posting on the Jobs Discussion page
o http://www.linkedin.com/groups?gid=1878792
• Twitter tags - @MNSPUG and #MNSPUG
Meeting # 89
Upcoming Schedule• Next Meeting
• March 14th 9:00 AM to 11:30 AM• Microsoft Technology Center• Topic: TBA
Check www.SharePointMN.com for updates!
• Ongoing Schedule• 2nd Wednesday of every month• 9:00 to 11:30 am• Microsoft Technical Center - Edina
Meeting # 89
Local and Online EventsSharePoint Saturday – April 14th , 2012 (Wait list only!)http://www.sharepointsaturday.org/twincities/default.aspx Normandale College– Bloomington, MN
Twin Cities Code Camp – April 14th & 15th, 2012http://twincitiescodecamp.com/TCCC/Default.aspx
Microsoft Webcast Calendar of Eventshttp://www.microsoft.com/events/webcasts/calendar/monthview.aspx#filter
SharePoint ShopTalk (Online) – Every Thursday @ 11:30 AMhttp://sharepointshoptalk.blogspot.com/
SharePoint Legal Users Group – 3rd Thursday @ 12:00 to 1:00 p.m.http://sharepointmnlegal.com
Minnesota Developers SharePoint Users Group – 4th Wednesday@ 8:30 to 10:30 a.m.http://mndevspug.com
Anything Else?
Meeting # 89
We Want You!• MN SharePoint User Group looking for speakers
o You know something about SharePointo Someone you know, knows something about SharePointo Speak about something you implemented
• Email: [email protected] Nameo Contact Informationo Background Informationo Subjects comfortable talking about
Meeting # 89
Surveys & Giveaways!
Meeting # 89http://www.sharepointmn.com
Presenters
Meeting # 89
Quick Intro
Brian Caauwe• SharePoint Consultant• Sports Nut• @bcaauwe• http://blog.avtex.com/author/bcaauwe
Meeting # 89
Quick Intro
Lucas Struck• Sharepoint IT Pro• Occasional Woodworker• Spends large portion of off
hours trying to reason with a 1-year old
CCNAMCITP – SharePoint Administrator 2010
MCITP – Exchange 2007
Meeting # 89
Quick Intro
Jamie Aliperti• Senior Engineer at Axceler• Board member of San
Fernando Valley SPUG• Help runs SP Saturday LA
Twitter: @jaliperti
Meeting # 89http://www.sharepointmn.com Meeting # 89
Migrating SharePoint
Upgrade Overview
Meeting # 89
Migration OverviewWhat’s New
• Upgrade Preparation Tools• Windows PowerShell Upgrade Cmdlets• Feature Upgrade• Visual Upgrade• Patch Management• Downtime Mitigation Processes:
– Parallel Upgrade Pipelines– Content DB Upgrade with AAM Redirection
http://www.sharepointmn.com
Meeting # 89
Migration OverviewWhat’s DifferentChanged• Upgrade Methods
Improved• Upgrade Status Reporting• Upgrade Logging• Read-only DB Support
Removed• Gradual Upgrade• Side By Side Installation
http://www.sharepointmn.com
Meeting # 89
Migration MethodsSupported ScenariosIn-Place Upgrade• Single Click Install - SQL Migration
– Windows Internal Database (WID) -> SQL Express 2008 + File Stream RBS
Database Attach Upgrade• Content Database• Profile Service Database• Project Service Database
Hybrid• In-place• Database Attach
Alternate Access Mapping Redirection• Complex• URL Modification
http://www.sharepointmn.com
Meeting # 89
Migration MethodsUnsupported Scenarios• Upgrade from earlier than WSS v3 SP2/MOSS 2007 SP2
• Direct upgrade from WSS v2/SPS 2003 or earlier
• Side by side installation
• Gradual upgrade
http://www.sharepointmn.com
Meeting # 89
Migration Preparation ToolsWSS v3 / MOSS 2007 SP2Farm insight• Pre-Upgrade Checker• stsadm -o EnumSites• stsadm -o EnumAllWebs• stsadm -o DatabaseRepair• SPDiag V2
Moving Content• stsadm -o export / import• stsadm -o mergecontentdbs
Customizations gathering• stsadm -o ExportIPFSAdminObjects
http://www.sharepointmn.com
Meeting # 89
Pre-Upgrade Checker Commandstsadm -o preupgradecheck [-localonly]Details• Reports farm and server data
– Identifies useful farm information– Identifies current or potential issues
• Modes– Local server + farm databases (default)– Local server only
• Makes no changes to environment or data• Introduced in SP2 (12.0.0.6421)• Improved in October 2009 CU (12.0.0.6520)
• Large amounts of informationhttp://www.sharepointmn.com
Meeting # 89
Rules Files (Partial List)• Informational
– Farm Servers, Databases– AAM Configuration– Lists Site Definitions, Features, Web Parts, Event Receivers– Installed Language packs– CAML views/CAML content types
• Issues– Missing Site Definitions, Features, Assemblies– Data orphans– Modified content databases
Pre-Upgrade Checker Commandstsadm -o preupgradecheck [-localonly]
http://www.sharepointmn.com
Meeting # 89http://www.sharepointmn.com
Meeting # 89
Migration Preparation ToolsSharePoint 2010• Farm insight
– stsadm -o EnumAllWebs– SPDiag 2010 (TBD)
• Content database insight– Test-SPContentDatabase
http://www.sharepointmn.com
Meeting # 89http://www.sharepointmn.com Meeting # 89
SharePoint Architecture
SharePoint Architecture
Meeting # 89
Project Server2007
Project Web Access
Shared Service Provider
SharePoint 2007 Architecture
Search Service
Excel Calc Service
Business Data Catalog
User Profiles
ContentConfig Workflow
SharePoint Server Client AppsBrowsers (IE)
InfoPath
Project
RSS Viewers
SharePoint Designer
OneNote
Groove
Project Server2007
Project Web Access
Office Client
Outlook
Search Service
Excel Calc Service
Business Data Catalog
User Profiles
ContentConfig Workflow
Windows SharePoint Services
InfoPath Service
SharePoint 2010 Architecture
http://www.sharepointmn.com
Meeting # 89
SharePoint Service ApplicationsShared Service Provider
SharePoint 2010 Architecture
Search Service
Excel Calc Service
Business Data Catalog
User Profiles
SharePoint Foundation
ContentConfig Workflow
SharePoint Server Client AppsProject Server
2010Project Web
Access
Windows SharePoint Services
2007 Browsers (IE)
InfoPath
Project
RSS Viewers
SharePoint Designer
OneNote
Office Client
Outlook
BusinessConnection Service
GrooveSharePoint Workspace
http://www.sharepointmn.com
Meeting # 89
SharePoint Service Applications
SharePoint 2010 Architecture
Search Service
Excel Calc Service
BusinessConnection Service
User Profiles
SharePoint Foundation
ContentConfig Workflow
SharePoint Server Client AppsProject Server
2010Project Web
Access
Sandboxed Code Service Usage & Health Logging
Word Conversion Service
PowerPoint Broadcast Service
Web Analytics Service
Visio Graphics Service
Access Service
InfoPath Service Managed Metadata
PerformancePoint
Browsers (IE)
InfoPath
Project
RSS Viewers
SharePoint Designer
OneNote
SharePoint Workspace
Office Client
Outlook
Browsers (IE, Fire Fox)
InfoPath
Project
RSS Viewers
SharePoint Designer
OneNote
SharePoint Workspace
Office Client
Outlook
Browsers (IE, Fire Fox)
InfoPath
Project
RSS Viewers
SharePoint Designer
OneNote
SharePoint Workspace
Office Client
Outlook
Visio
Accesshttp://www.sharepointmn.com
Meeting # 89http://www.sharepointmn.com Meeting # 89
Migration Planning
Upgrade Planning
Meeting # 89
• Customer Communications• Farm / Customizations Surveys• Migration / Customizations Testing• Environment Cleanup• Hardware Build-out• Customizations Deployment• Backups Before Upgrade• Operations Scheduling• Rollback / Restore Plan• Post-Upgrade Activities• Ongoing Support Calls
Migration PlanningHow to manage a complex process
http://www.sharepointmn.com
Meeting # 89
• Create a communications plano http://technet.microsoft.com/en-us/library/cc288974.aspx
• Upgrade Group / Committeeo Stakeholderso Server Adminso Database Adminso SharePoint Adminso Security Teamo Designerso Developerso Site Ownerso Site Users
• Customer Survey’s• Status updates• Unknown breeds unrest
• Closer to launch = more communication
Migration PlanningCustomer Communications
http://www.sharepointmn.com
Meeting # 89
• Gather Informationo Pre-upgrade checker (Updated in Oct 2009 CU)o Manual inspection processo Comparison process (WinDiff):
• New server with same version and patch level• Web Server Extensions directory• IIS directory• Global Assembly Cache (GAC)
• Determine impacto stsadm -o EnumAllWebs (Updated in Oct 2009 CU)
• Collect customizationso stsadm -o ExportIPFSAdminObjects
• Sample Worksheeto http://go.microsoft.com/fwlink/?LinkId=179928
Migration PlanningFarm / Customizations Surveys
http://www.sharepointmn.com
Meeting # 89
• Upgrade Issueso Over wide listso Modified Databaseso Customizationso Authentication Providers
• Recommendationso Complete survey firsto Test server side customizationso Verify in multiple upgrade modeso Preview environmentso Similar hardwareo Use subset of real datao Don’t ignore warnings
• Test Your Migration Process - Visio Diagram
Migration PlanningMigration Testing / Customizations Testing
http://www.sharepointmn.com
Meeting # 89
Will it work after Migration?
Migration PlanningMigration Testing / Customizations Testing
Structural Compatibility
User Interface and (x)HTML Compatibility
OM/Contract Compatibility
Custom Site Definitions
Custom Features
Custom CSS
Custom JavaScript
Custom Web Parts
CustomSearch Provider
or Security Trimmer
Custom Authentication
Providers
Custom Services
Modified OOB Site Definitions
Modified Databases
Modified OOB Features
http://www.sharepointmn.com
Meeting # 89
• Delete Stale Sites and Webs (Backup)o Use gradualdelete on stsadm -o deletesite
• Remove Extraneous Document Versions• Review Quotas and Locks• Cleanup Templates, Features & Web Parts• Repair Data Issues• Verify Healthy Environment• Fix variation issues
o stsadm -o variationfixuptool
Migration PlanningEnvironment Cleanup
http://www.sharepointmn.com
Meeting # 89
• Virtualization• Image / Snapshot base OS• Storage & I/O• Service Accounts• Service Applications• Use Wizards• Fix Build bug
o Get-SPProduct -Local
Migration PlanningHardware Build-out
http://www.sharepointmn.com
Meeting # 89
• Solutions• Features• Site Definitions• web.config modifications• Custom Files / Images• IFilters
• What did your preupgradecheck say?
• Use Upgrade Worksheeto http://go.microsoft.com/fwlink/?LinkId=179928
Migration PlanningCustomizations Deployment
http://www.sharepointmn.com
Meeting # 89
• In-placeo Take virtual snapshot (SP & SQL)o Backup customizationso Backup web.config
• Attach DBo Keep database .bak files
• Keep backups close and up to date
Migration PlanningBackups Before Migration
http://www.sharepointmn.com
Meeting # 89
Migration PlanningOperations Scheduling
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
Microsoft Benchmark operations schedule
Note:o Planned 36 hours outage.o Up to 54 hours emergency outage if rollback is required.o Downtime mitigation processes such as read-only databases can be used to reduce outage
time.http://www.sharepointmn.com
Meeting # 89
• Rollback OR Restoreo DNS / Load Balancero SQL Restoreo Virtual Snapshot Restore
• Point of no returno How long does it take to implement?
• Test, Test and Re-Test procedures• Prepare communication
Migration PlanningRollback / Restore Plan
http://www.sharepointmn.com
Meeting # 89
• Find and Fix Issueso Missing Templates / Definitionso Deprecated Templates / Definitions
• SSP Admin Site (OSRV)• Great Plains (STSPKPL)
o Missing Solutions / Featureso Deprecated Features
• PortalLayoutso Missing Assemblies
• Office Web Parts (STSPKPL)
Migration PlanningPost-Upgrade Activities
http://www.sharepointmn.com
Meeting # 89
• Forms Based Authentication (FBA)o Modify web.config files
• Central Administration• Secure Token Service (STS)• Content Web Application
o Fix user identifiers (In-Place upgrade)• User Experience
o Unghosted pageso Non-reghostable pageso Incompatible HTML
• Content Issueso Large Listso Wide Lists
• Service Applicationso User Profile
• Profile Image Store• Managed Metadata Properties
o Search• Managed Properties• Scopes
Migration PlanningPost-Migration Activities
http://www.sharepointmn.com
Meeting # 89
• They WILL happen• Who receives support calls?
o Can they solve the problems?o Do they have permissions?o Escalation process
• Proactive vs. Reactive• Turn support calls into opportunities• Center of Excellence• Offer more than support … Training
Migration PlanningOngoing Support Calls
http://www.sharepointmn.com
Meeting # 89
Migration Resources• Upgrade Worksheet
o http://go.microsoft.com/fwlink/?LinkId=179928• Migration Process
o http://www.microsoft.com/downloads/details.aspx?FamilyID=d7389d9f-f70f-4226-89aa-a96a05a497f0&displaylang=en
• Communications Plano http://technet.microsoft.com/en-us/library/cc288974.aspx
Meeting # 89
Migrating to SharePoint Online
• Licensing• Authentication• Limitations• General Recommendations• Migration Strategies
Meeting # 89
Licensing
Office 365 Plan Offerings• Small Business Plans
o P1• Small to Medium Business Plans
o E1, E2, E3, E4• Kiosk Workers
o K1, K2• Sharepoint Stand-Alone Plans• Sharepoint Dedicated
Meeting # 89
Authentication• Microsoft Online ID
o Most basic Office 365 account. Created using the Administration Portal
• Microsoft Live Accountso Invitations Sent to External Users with existing Microsoft Live
accounts. • Active Directory Synchronized Accounts (DirSync)
o AD accounts are duplicated and synchronized automatically using modified FIM product (DirSync.)
• Active Directory Federation Services (ADFS)o Most seamless solution. Users log in using their AD credentials
Meeting # 89
Service Application and Feature Limitations• Access Reporting• SSRS• Performance Point• Excel Services• Power Pivot• Word Automation Services• Web Analytics• Secure Store Service
Meeting # 89
Site and File Limitations• Maximum Storage per SPO Instance – 25 tb• Maximum Site Collections Per SPO Instance – 300• Maximum Storage per Site Collection – 100 gb• Maximum File Size – 250 mb• List of blocked file types not editable• No Records Center or Business Intelligence Center• No Auditing of Opened or Downloaded Files• Vanity URLs only allowed in External Site (limit 1)• PDFs cannot be opened in the browser• External Site look and feel can only be edited using online tools
Meeting # 89
Search Limitations• Federated Search not available• I-Filters are not supported• Search scopes only allowed at the Site Collection level• No property based search scopes• No access to the Search Service Application• FAST Search functionality not available• Crawls run at a set interval of 5 minutes• Alternative Search Scenarios that serve to mitigate some of
these limitations do exist
Meeting # 89
Social and Workflow Limitations• Social
o Limited ability to customize look and feel of My Siteso My Content Site Collections are limited to 500mb
• Workflowso SharePoint Designer Workflows are available but must be uploaded
as Sandboxed Solutionso Third Party Workflow Providers are not supported
Meeting # 89
General Recommendations• Take a Backup before initiating and Migration activities• Consolidate Environments On-Premise if possible• Perform a Phased Migration• Consider Latency• Set Expectations Properly
Meeting # 89
Migration Strategies• Manual Upload via Explorer View• Manual Upload via SharePoint Designer• Blank Slate Approach• Third Party Solutions
o AvePointo Dshifto MetaViso MetaLogixo Quest
Meeting # 89
Third Party Resource Links• http://www.dshift.com/solutions/sharepoint-migrator-premiu
m/• http://www.metavistech.com/product/migrate-to-office-365-s
harepoint-online• http://www.avepoint.com/sharepoint-online-migration-docav
e/• http://www.metalogix.com/products/migration-manager-for-s
harepoint/sharepoint-upgrade.aspx• http://www.quest.com/migrator-for-sharepoint-online/
Migration Tips and Pointers
Jamie Aliperti
[email protected]@jaliperti
Minnesota SPUGApril 11th, 2012
About MeSales Engineering Manager Axceler
based out of the Los Angeles office, and spend most of my time providing consultancy, training and support to current and future customers. I have over 7 years experience with Microsoft technologies, and lead the Los Angeles Sales Engineering team.
Email: [email protected]: @jaliperti
About Axceler• Improving SharePoint Collaboration Since 2007– Mission: To enable enterprises to simplify, optimize, and
secure their collaborative platforms– Delivered award-winning administration and migration
software since 1994– Over 2,000 global customers
• Dramatically improve the management of SharePoint
– Innovative products that improve security, scalability, reliability, “deployability”– Making IT more effective and efficient and lower the total
cost of ownership
• Focus on solving specific SharePoint problems (Administration & Migration)
– Coach enterprises on SharePoint best practices– Give administrators the most innovative tools available– Anticipate customers’ needs– Deliver best of breed offerings– Stay in lock step with SharePoint development and
market trends
The Migration Easy Button
No Migration Easy Button
Migration is all about planning
Migrate all at once
Bad Idea
Migration – Planned/Phased
Good Idea
Knowledge is Power
Know Common Migration Issues• Customizations not compatible with SharePoint 2010
– Features– Web Parts– Workflows– Custom Site Templates
• Orphan Domain Users• 3rd Party WebParts• Fab 40 Templates• Large Content Databases• Large Lists• Custom MasterPages• Hard Coded links• URL Changes• InfoPath Forms• File share migrations
How to Optimize Your Environment for
an Effective SharePoint Migration– Gain Visibility into Migration risks
– Realign Storage
– Identify stale Sites and content
– Clean up Permissions
– Find Customizations
Testing is Key
– Migrate once
– Test customizations
– Test the results
– Involve users in Testing
– Get buy in from the users before going live
– Migrate again
• Davinci is a migration tool that allows you to plan and migrate to the SharePoint 2010 platform:
• Discover Query your environment for the exact content and sites you want to migrate
• PlanPlan what to migrate, when to migrate and analyze before you migrate
• Migrate We migrate 2003 and 2007 to 2010 We migrate farms, sites, or pieces of a site
What is Davinci?
Davinci Demonstration
Meeting # 89http://www.sharepointmn.com Meeting # 89
Q & A
http://www.sharepointmn.com
Meeting # 89
Last But Not Least
• Please Fill Out Evaluations• Drawings for Giveaways• Today’s Presenters:
o Brian Caauweo Lucas Strucko Jamie Aliperti
Meeting # 89http://www.sharepointmn.com Meeting # 89
Thanks for coming!
http://www.sharepointmn.com