dep340 moving to windows sharepoint services and microsoft office sharepoint portal server 2003 from...
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DEP340Moving to Windows SharePoint Services and Microsoft Office SharePoint Portal Server 2003 from Previous SharePoint Releases
Veli-Matti VanamoHewlett-Packard Company
Agenda
Upgrading SharePoint Team Services to Windows SharePoint Services
Upgrading SharePoint Portal Server 2001 to SharePoint Portal Server 2003
Migrating from web storage system to SQL based document libraries
Migrating Web Parts
Case Study – Hewlett-Packard
SharePoint InvestmentsSmart Connected Workspaces
Consistent rich experience – users, developers, and IT
Smart connections – people, teams, topics, divisions, etc.
Flexible deployment – bottoms-up, centralized, hybrid on large scale farms
IndividualIndividual
EnterprisEnterprisee
DivisionDivision
TeamTeam
SharePoint Investments
Team Collaboration Solution well beyond file server
Scalable Workspace Platform
SharePoint Services Collaboration Document
Collaboration Flexible Lists Web Part Pages Personalization Life Cycle
Management Scale-Up/Out
Foundation
Enterprise Portal Solution built on top of Windows SharePoint Services
Hub and Aggregator for SharePoint personal, team and portal sites
SharePoint Portal Server
News and Links Site Directory and
Connections Personal Sites Audience Targeting Index, Search and
Alerts Single Sign-On BizTalk Integration
ASP.NETASP.NET
SharePoint Services
Significant enhancements in collaboration, flexible lists, personalization
Much more scalable and highly available
Web Parts
Built on Windows Server 2003, SQL Server 2000 and ASP.NET
Moving from SharePoint Team Services
Utility for moving sites – smigrate.exe
Available from SharePoint Services CD, and download
Migrates all site content, security, etc…
Customizations must be reapplied
Can also be used to migrate sites between SharePoint Services servers
Upgrading from SharePoint Team Services - Export
Set the original site(s) to read only (optional)
Increase page file size to at least 1 GB
Increase IIS timeout to maximum
Run smigrate.exe
smigrate.exe –w <URL> -f <FILE>
Upgrading from SharePoint Team Services - Import
Increase IIS timeout to maximumTurn on anonymous access (optional)Ensure quota limit is large enoughTurn off blocked file typesIncrease max file sizeSet max number of alerts to be unlimitedRun smigrate.exe
smigrate.exe –r –w <URL> -f <FILE>
SharePoint Portal Server 2003
Increased scalability, more flexible deploymentsPersonal sites, personalization, people as a discoverable resourceImproved search relevance and scalabilityEnterprise application integration and single sign onBuilt on SQL Server 2000, Windows Server 2003, and ASP.NET, and Windows SharePoint ServicesBackwards compatible support for web store based document libraries
Upgrading from SharePoint Portal Server 2001
In place upgradeRequires OS upgradeDocuments remain in web store, accessible from new portal
Maintain document versions, document profilesMaintain most PKMCDO applications
Categories and content sources migrated to new portalDigital dashboards no longer supported
Code migration required
Upgrading from SharePoint Portal Server 2001 - Process
Backup SharePoint Portal Server 2001Run upgrade.exe
Export categories, content sources and keywords
Upgrade OS to Windows Server 2003Install ASP.NET
Run upgrade.exeInstall SharePoint Portal Server 2003, upgrade web storage system
Import categories, keywords, content sources
Migrating between document libraries
Migration utility available at launch
Plan for functional differences between document libraries
Versioning
Approval
Security
Metadata
Prototype Import/Export toolDeveloped by HP and Microsoft
2 part process with Intermediate XML
Prototype Export Tools
Export Tool for SharePoint Portal Server 2001
Export TaxonomyExport Document ProfilesFolder Hierarchy, Security and Versions preservedContent Expert and System Administrator driven
Other Export Tools in development LiveLink 9.1Lotus QuickplaceExchange Public Folders
Prototype Import Tool
SharePoint Portal Server 2003 Import WizardUses Managed Object Model
Upfront configuration and customizationModify List Columns
Create Custom Views
Migrates Topic StructureApplies Security
Creates Custom List Templates
Creates Lists
Creates List Items
Uploads documents
Versions
System Administrator driven
Web Parts – Then and Now
SharePoint 2001
Script (VBScript, JScript)
Code exposed
Portable, code and all
Allow rogue code
Only worked in SPS, not STS
Code not signed
1 copy of code for each time web part deployed
SharePoint “v2.0”
.NET compiled assemblies
Code hidden
Portable, settings only
Only “Safe” controls allowed
Same parts run on both SPS and STS
Code must be signed
1 copy of code, central on server
Migrating Web Parts
Survey pre-built “v2.0” web partsGet to know the features/capabilities of them
Look for 3rd party part providers and Microsoft add-on parts
Survey the web parts you need to migrate
Can you simply replicate functionality from a 1.0 part to “v2.0”?
If no existing part exists, then port functionality from 1.0 web parts to 2.0 (Microsoft whitepaper with helpful tips)
Crib sheet for Web Part migration
If ContentType is HTML or XMLUse a similar function “v2” pre-built web part
If ContentType is VBScript or JscriptWrite a new “v2” web part class
Init() PreRender()
getContent() RenderWebPart()
XSL and XSLLink Try using the XML Web Part
SharePoint at Hewlett Packard
Migration from SharePoint Team Services
Upgrade and migration from SharePoint Portal Server 2001
Benefits of the new environment
HP ServicesStrategy for Communities and Collaboration
HP Services has 65,000 IT professionals in 160 countries around the world
Three tier knowledge architectureTier 1 – Corporate
Tier 2 – Communities of Practice
Tier 3 – Project teams
SharePoint Products and Technologies as backbone
Cost effective solution
Customizable and extendable
Exploit existing Office and Windows Infrastructure deployment
HP Version 1 Implementation
Deployed 5 regional sites with 11 servers and 30,000 active users
SharePoint Team ServicesHP Branding
Self Service Creation
Over 3500 active sites
SharePoint Portal Server 2001HP Branding
Custom Web Parts and Applications
UBBThreads Discussions integration
Manufacturing ISO9000 certification
35 Communities in production
Requirements for Migration
SharePoint Team Services is now mission critical
Minimal downtime due to migrationMaintain Similar functionalityMaintain Similar look and feelLittle or no training required to use the new version
SharePoint Portal Server is critical part of the HP Services KM implementation
Minimal downtime due to migrationUse phased approach with early adoptersSupport Restructuring during migration processSupport Collapsing Workspaces into TopicsAllow standardised approach to communities with common metadata and templates
SharePoint Team Services Migration Approach
Check for Team Site URL collisionsRename STS spaces where necessary
Disable outbound networkExport with smigrate
20 - 100GB to move over WAN for collapsed regional serversSet Team Sites to Read OnlyEnable outbound network
Import with smigrateForward old Team Sites to new URL
Enumerate Team Sites and create Portal listings
SharePoint Portal Server 2001 Migration Approach
Assess current workspaces and web partsPlan for functional differences
Code new web parts
Design V2 Community TemplatesSimplify
Use new features
Export to Intermediate XML
Clean up list templates, fields
Import to SharePoint Portal Server 2003
Benefits of the New Environment
High availabilityGuaranteed SLA to business
Operational Cost SavingsData Centre Consolidation
Simplified ManagementSame Interface for My Site, Teams and Portals
Scale-out for further expansionSecure environmentEnd-user benefits
Personal SitesTemplatesOffice IntegrationMeeting WorkspacesDocument ManagementWeb PartsGranular Security
Conclusions
Upgrading to Windows SharePoint ServicesUtility for moving sites
Upgrading to SharePoint Portal Server 2003In place upgrade, documents remain in original document libraries
Migrating to SQL based Libraries requires planning due to functional differences
Assess and Plan Web Part MigrationsMicrosoft whitepaper available
Significantly more flexibility for deployments
Community Resources
Evaluate Windows SharePoint Services and SharePoint Portal Server 2003 Betas http://www.microsoft.com/sharepoint
Download technical documentation and Software Development Kits from our Developer Center http://msdn.microsoft.com
Find and contribute Web Parts and templates to the Web Component Directory http://www.microsoft.com/sharepoint/webparts
Visit our community websites http://www.microsoft.com/sharepoint/community/
© 2003 Microsoft Corporation. All rights reserved.© 2003 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.