(OFS302) Upgrading to SharePoint 2010

Muhanad OmarSharePoint ConsultantDevosis

Joel OlesonSharePoint ArchitectQuest Softwarehttp://sharepointjoel.com

9+ Year SharePoint Veteran

5 Years in MS IT & Online2 Years in SharePoint Product TeamProduct Architect for Deployment Advisor

Sr. SharePoint ArchitectSharePoint Product Architect & Strategy @ Quest

Who is SharePoint Joel?

Pre Upgrade

Learning from PreUpgradeCheck

Test-SPContentDatabase

Upgrade

Insight on Upgrade

Binary UpgradeIn Place - New Timeout, Resume on failuresDatabase Attach - New Parallel, Progress Indicator

Visual UpgradeSeparate processDelegation by default

Binary Upgrade

Visual Upgrade

In-Place UpgradeAll-at-once upgrade

Must upgrade the whole farm at one timeNo SP 2007 and SP2010 in same farmSchedule downtime

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

Resume Upgrade if problems occurRecommendations

Run Test-SPContentDatabase from SP 2010 farm against databasesDo 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…

Database Attach UpgradeSafer, Requires more planning (A good thing)Upgrade is done on a separate 2010 farm

Done database-by-database Can be used as 2 step gradual visual upgrade

Use Test-SPContentDatabase (PowerShell cmdlet) to test database firstTo attach

Upgrade-SPContentDatabase (PowerShell)Addcontentdb operation (STSADM)

Parallel database upgrades are possible

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 UI2010 ships 2007 Master pages and CSSUI Preview capability

Farm admin or site admin controlledWeb level setting

Some items not 2007 UI compatibleMy site hostPWA site collectionReport Server web parts

Attaching Database to SP2010 Farm

Post Binary Upgraded Site: Preview Visuals

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 logFull upgrade log

Customizations Management Commands:Test-SPContentDatabasestsadm -o EnumAllWebs

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

3. Resume upgradeFarm upgrade commandContent database specific upgrade commandService specific upgrade commands

Upgrade Strategies

Windows PowerShell Upgrade CmdletsTest-SPContentDatabase

Discover and Document issues 2007/2010Mount-SPContentDatabase

Initiate Content database B2B/V2V upgradeUpgrade-SPContentDatabase

Resume Content database B2B/V2V upgradeUpgrade-SPEnterpriseSearchServiceApplication

Search Service Application InstanceUpgrade-SPSingleSignOnDatabase

O12 SSO data to Secure Store database

Binary Approaches to Upgrade - Hybrid

Make a copy of

the farm

Detach all the

content databases

except root site

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 appA User Profiles service appAn Excel service appAn App Registry back-compat service app

New Services can be activated/added

Visual Upgrade Caution

No Visual backward compatible UI for My SitesDatabase Attach into My Site HostIn place upgrade your My Site Host

Other Services UI may be impactedProject Web Access site collectionReporting Server web parts

Thank You!

Learn More about SharePoint 2010

Information forIT Pros

at TechNethttp://MSSharePointITPro.com

Information forDevelopers

at MSDNhttp://MSSharePointDeveloper.com

Information forEveryone

http://SharePoint.Microsoft.com

question & answer

www.microsoft.com/teched

Sessions On-Demand & Community

http://microsoft.com/technet

Resources for IT Professionals

http://microsoft.com/msdn

Resources for Developers

www.microsoft.com/learning

Microsoft Certification & Training Resources

Resources

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