(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?

Meet Mo!

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

• 64 bit only• Operating System• SQL server

• In-Place• Database Attach• Content• Profile• Project

• WID to SQL Migration

• Missing dependencies• UI changes• Lack of space• Forms Authentication

Providers

• Read-only content databases• Parallel upgrades:

• Multiple temporary farms• Parallel database attach

• AAM redirection

Upgrade Cycle: Learn

Prerequisites

Upgrade methods

Common issues

Downtime mitigation

Upgrade Cycle: Prepare

Plan upgrade strategy

Farm upgrade order

Order of operations

Downtime limits/mitigate

Rollback process

Hardware upgrades

Space requirements

Spring cleaning

Document environment

Farm structure/hierarchy

Language packs

Customizations

Manage Customizations

Identify customizations

Collect customizations

Make items upgradable

Solutions

Features

Site definitions

Web parts

Upgrade Cycle: Test

Build Test Farms• Use real data (copies of entire databases):

• To identify trouble areas• To determine upgrade performance

• Use similar hardware if possible

Evaluate Techniques• Upgrade process• Downtime mitigation• Troubleshooting/Validation• Determine and test mitigations before upgrade

Find Issues Early

Upgrade Cycle: Implement

Build/upgrade farms• Services farm• Content farm

Minimize downtime• Use read only with fallback

environment• Build for upgrade parallelism

Deploy customizations• Use Solutions

whenever possible

Monitor progress• Watch upgrade status indicators• Ensure upgrade process

is on schedule

Upgrade Cycle: Validate

Upgrade event failures

Review logs to identify issue

Implement fixes

Restart/resume upgrade

Data issues

Orphaned items/database

corruption

Hidden column data

Connectivity issues to data sources

UI/UX issues

Ghosting issues

UI Version issues

XHTML compliance issues

Learning from PreUpgradeCheck

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

PreUpgradeCheck Failed Report (snippets)

Upgrade Overview

Drill Down on Binary Upgrade Methods

Windows PowerShell Upgrade CmdletsApproaches to Upgrade

Dev - Feature UpgradeVisual UpgradePatch ManagementDowntime Mitigation Processes:

Parallel Upgrade PipelinesContent DB Upgrade with AAM Redirection

ImprovedUpgrade Status ReportingUpgrade LoggingRead-only DB SupportSimplified Upgrade Methods

RemovedGradual UpgradeSide By Side Installation

64 bit SQL Server 2008

Why Upgrade?Engine optimizationsFILESTREAM support for Remote Blob Storage (RBS)

Why Enterprise?Backup compression (faster and smaller)High Availability

Mirroring enhancements with built in support in SharePoint 2010!

Transparent database encryption

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

Test-SPContentDatabase

Attaching Database to SP2010 Farm

Binary Upgraded Site: Preview Visuals – Sneak Peak Screenshot

DB Attach with SharePoint 2010 Powershell

demo

Drill Down on Upgrade Methods

2010 MS Upgrade PhilosophyYou need to understand what MS was thinking

Detect issues earlyProvide O12 tools to adminsReport critical issues at start of upgrade

Keep the administrator informedNo data loss

Keep content and settingsMinimize downtime

Downtime mitigation processesContinue when at all possibleAbility to resume

Upgrade should not be catch 22

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!

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

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

UI Upgrade

Migrating to SharePoint 2010:All content will migrate overNo changes required to site content or branding

SharePoint 2007 / 3.0 style UI is retainedExisting master pages & page layouts are used

Manually migrate to SharePoint 2010 UIRibbon, Improved Site Settings, AJAXVisual Upgrade

Tactical Insights

Customizations TestingWill it work after upgrade?

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 Authenticatio

n Providers

Custom Services

Modified OOB Site

Definitions

Modified Databases

Modified OOB Features

Upgrade TestingWhat are you looking for in a test?

Upgrade IssuesDisk Full!!!Modified databasesCustomizationsAuthentication providersPoor dev practices

RecommendationsTest server side customizations & verify in both Visual Upgrade modesConsider preview environmentsSimilar hardware, Use real datasetsDon’t ignore warnings

Upgrade PerformanceWhy prediction is difficult

Database Shape Centric# Site Collections# Webs# Lists# Document VersionsDocument Versions Size# Documents# LinksOverall DB Size

Hardware CentricSQL Disk I/O per secondSQL Database to disk layoutSQL Temp DB optimizationsSQL CPU & MemoryWFE CPU & MemoryNetwork Bandwidth & latency

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 InternalsMinutia and Nuances

V2V upgrade DBs set to simple recoveryDB growth during upgrade:

Versions and indexes; SQL logsShrink DBs after upgrade; not automatic

SQL timeouts:Removed command timeouts (query time)Retained connection timeouts

SetupPath fallback logicObject locking during upgrade:

Maintained in config DBAutomatic removal of stale locks (2 minutes)

Upgrade Strategies

Read-Only Content DatabasesReducing perceived downtime

Not just for upgrade or patchingManually initiated processRead-only locking:

Content remains staticSQL controls read-only lock statusSharePoint promotes SQL lock to site lockUI Trimming enforced by site lock

Upgrade copy of database on different farm

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

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…

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…

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

Downtime Mitigation Processes

Read-only databasesParallel upgrade farmsSingle farm, multiple upgrade sessionsContent database attach with AAM redirection

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 Capability

Stay in O12 UI (default) or move to O14 UIO14 ships O12 Master pages and CSSUI Preview capability

Farm admin or site admin controlledWeb level setting and OM

Some items not O12 UI compatible:My site hostPWA site collectionReport Server web parts

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

Depreciation

Performance Point – Included in SharePoint 2010 Enterprise My Site Host Redesign – No visual upgrade for my sites Side by Side Installation - Gradual Upgrade SSP Admin UI – Any work you did on either the SSP Admin Site Collection or the Central Admin site has changed. Admin task list and other task lists Document Discussions is deprecated. Not very common.Deprecated Templates

SSP Admin SiteGreat Plains (STSPKPL (Plus Pack)

What about Custom Site Definitions?Most custom site definitions from v3 should continue to work unmodified while in v3 UI mode of Visual Upgrade. However depending on what is in that site definition, a person may still want to do more featurization or other definition refactoring, which is where the upgrade definition file comes in handy. As always, test the existing definition against an upgraded server in both UI modes

Q&A with Sean http://bit.ly/sitedef

- Sean Livingston, Upgrade PM

Dev - Feature Upgrade CapabilityOptional CapabilityVersion Ranging for B2B or V2V UpgradesDeclarative Feature Upgrade Activities:

ApplyElementManifestsAddContentTypeFieldMapFile

Custom Code Feature UpgradeCustomUpgradeAction ActivitySPFeatureReceiver.FeatureUpgradingAssembly in GAC

What can I do today to prepare?

Work towards 64-bit server environmentsUpgrade to Service Pack 2 (SP2)Review and identify your customizationsCleanup as much as possibleVerify custom solutions work and deploy in 2010Optimize your large listsOptimize your content databasesRun PreUpgradeCheck that’s part of SP2

ISV Upgrade/Migration Solutions

Quest Tech Preview of Migration Manager2003 to 2010 with post Migration SyncPremigration assessment for duration

Freeware: Check out the Free Quest Reporting Solution http://www.quest.com/reportsforsharepointYou can also find Solutions from: Metalogix, Tsunami & AvePoint

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

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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