joel oleson: sharepoint 2010 upgrade drill down
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Upgrading Drill Down: SharePoint 2010
Joel OlesonSharePoint ArchitectQuest Softwarehttp://sharepointjoel.com
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~10 Year SharePoint Veteran
SharePoint Product Architect, Evangelist & Strategy @ Quest
Twitter: @joeloleson
Email: [email protected]
Who is SharePoint Joel?
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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
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Pre Upgrade
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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
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Learning from PreUpgradeCheck
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PreUpgradeCheck Failed Report (snippets)
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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
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Test-SPContentDatabase
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Upgrade
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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
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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!
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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…
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Psconfig –cmd upgrade
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Psconfig Upgrade Continued
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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
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Read-Only Databases
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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…
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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
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Attaching Database to SP2010 Farm
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Central Admin Upgrade Status
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Post Binary Upgraded Site: Preview Visuals
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Visual Upgrade Options
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Tactical Insights
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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
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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
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Upgrade Strategies
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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
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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
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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
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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
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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
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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
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SharePoint 2010 Upgrade eBook
•Launch on May 12•Coming Soon!!!
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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
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Thank You!
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Learn More about SharePoint 2010
Information forIT Prosat TechNet
http://MSSharePointITPro.com
Information forDevelopers
at MSDNhttp://MSSharePointDeveloper.com
Information forEveryone
http://SharePoint.Microsoft.com