February 10 th , 2010
Migrating to SharePoint 2010
Brian Caauwe http://www.sharepointmn.com
Meeting #63

• Introductions
• SharePoint Overview
• Upgrade Overview
• SharePoint Architecture
• Break
• Upgrade Planning
• Upgrade Cycle
• Demo
• Q&A http://www.sharepointmn.com

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 http://www.sharepointmn.com

Introductions – MNSPUG Sponsors
Inetium ( www.inetium.com
)
• Technology consulting company
• Microsoft Gold Certified Partner
• Practice area focused on SharePoint
Benchmark Learning ( www.benchmarklearning.com
)
• Microsoft Gold Certified Partner
• Training on many technologies
Microsoft ( www.microsoft.com
) http://www.sharepointmn.com

www.sharepointmn.com
• Website for user group
• SharePoint resource documents
• SharePoint resource links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations
• info@sharepointmn.com
www.sharepointmn.com
http://www.sharepointmn.com

Social Networking
• Linked In group – The most interactive… includes job postings…
– http://www.linkedin.com/groups?gid=1878792
• Facebook group
– http://www.facebook.com/home.php?#/group.php?gid=27333305456
• Twitter tags - @MNSPUG and #MNSPUG http://www.sharepointmn.com

Upcoming Schedule
• Next Meeting
• March 10 th 9:00 AM to 11:30 AM
• Microsoft’s Bloomington Office
• Topic: TBD
Check www.sharepointmn.com
for updates!
• Ongoing Schedule
• 2 nd Wednesday of every month
• 9:00 to 11:30 am
• Microsoft’s Bloomington Office http://www.sharepointmn.com

Local Events
SharePoint Saturday – March 20, 2010 *FREE* http://www.sharepointsaturday.org/twincities/default.aspx
University of Minnesota – East Bank, Twin Cities Campus http://www.sharepointmn.com

Conferences
SharePointPro 2010 Summit & Expo – March 16-19, 2010 http://www.sharepointprosummit.com
Las Vegas, NV
The SharePointPro 2010 Summit & Expo is THE essential conference for details on the release of SharePoint 2010 and includes in-depth technical training on solution development and customization of Windows SharePoint Services, Microsoft Office SharePoint Server 2007 and Microsoft SharePoint 2010.
http://www.sharepointmn.com

Conferences
SharePointPro 2010 Summit & Expo – March 16-19, 2010 http://www.sharepointprosummit.com
Las Vegas, NV
Related Pre-Conference Workshop:
Building Composite Applications using SharePoint Designer 2010 and the
BCS http://www.sharepointmn.com

Announcements
• SharePoint 2010 Public Beta 2 available
– Register for it here: http://sharepoint2010.microsoft.com/try-it/Pages/Trial.aspx
– Lots of information from Microsoft and on the forums about installation, etc…
• Update Center
– http://technet.microsoft.com/en-us/office/ee748587.aspx
• SharePoint 2007 News:
– MOSS WITH SP2 slipstream
– December Cumulative Update available
• Other Technical Resources – eTechPlanet.com
– http://www.etechplanet.com/category/SharePoint.aspx
http://www.sharepointmn.com

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– Email: bcaauwe@inetium.com
– Blog: http://blogs.inetium.com/blogs/bcaauwe
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http://www.sharepointmn.com

SharePoint Overview

*Disclaimer*
• All of the information gathered and presented today is based on versions of the software prior to final release.
• Features and functionality *may still change* before the RTM versions are available.
• Many of the slides and graphics presented today are based on content released and presented at SPC 09.
http://www.sharepointmn.com

Business Intelligence
Server-based Excel spreadsheets and data visualization, Report
Center, BI Web Parts,
KPIs/Dashboards
Business Processes
Rich and Web forms based front-ends,
LOB actions, pluggable SSO
Content Management
Integrated document management, records management, and Web content management with policies and workflow http://www.sharepointmn.com
Collaboration
Outlook Integration
Groove Integration
Docs/Tasks/Calendars
Blogs and Wikis
Project Manager lite
Enterprise Portal
Templates, Site
Directory, My Sites, social networking, privacy control
Enterprise Search
Enterprise scalability, contextual relevance, rich people and business data search

Microsoft SharePoint 2010
The Business Collaboration Platform for the Enterprise and the Web http://www.sharepointmn.com

SharePoint 2010 Timeline
• Summer 2009
• Early Fall 2009
• November 2009
…
• Q2-ish 2010
Early previews given to partners
First public disclosure at #SPC09
PUBLIC BETA: “Beta 2”
Estimated RTM http://www.sharepointmn.com

SharePoint Evolution
• SharePoint Team Services
• SharePoint Portal Server 2001
• Windows SharePoint Services 2.0
• Microsoft SharePoint Portal Server 2003
• Windows SharePoint Services 3.0
• Microsoft Office SharePoint Server 2007 http://www.sharepointmn.com

And now in 2010: http://www.sharepointmn.com

More SharePoint 2010… http://www.sharepointmn.com
Enabling Technologies

Internet / Extranet

Enterprise Search
(Requires SharePoint Server 2010 and SharePoint Enterprise CAL) http://www.sharepointmn.com

SharePoint Online
Intranet Internet/Extranet http://www.sharepointmn.com

SharePoint Server 2010
Business Connectivity Services
InfoPath Form Services
External Lists
Workflow
SharePoint Designer
Visual Studio
API Enhancements
REST/ATOM/RSS
PerformancePoint Services
Excel Services
Chart Web Part
Visio Services
Web Analytics
SQL Server Integration
PowerPivot
Social Relevance
Phonetic Search
Navigation
FAST Integration
Enhanced Pipeline http://www.sharepointmn.com
Ribbon UI
SharePoint Workspace
SharePoint Mobile
Office Client
Office Web App Integration
Standards Support
Tagging, Tag Cloud, Ratings
Social Bookmarking
Blogs and Wikis
My Sites
Activity Feeds
Profiles and Expertise
Org Browser
Enterprise Content Types
Metadata and Navigation
Document Sets
Multi-stage Disposition
Audio and Video Content Types
Remote Blob Storage
List Enhancements

IT Pro Investments
Scale with
Governance
Deployment
Flexibility
IT Productivity http://www.sharepointmn.com

Developer Investments
Developer
Productivity
Deployment
Platform
Solution
Hosting http://www.sharepointmn.com

Upgrade Overview

Upgrade Overview
What’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

Upgrade Overview
What’s Different
Changed
• Upgrade Methods
Improved
• Upgrade Status Reporting
• Upgrade Logging
• Read-only DB Support
Removed
• Gradual Upgrade
• Side By Side Installation http://www.sharepointmn.com

Upgrade Methods
Supported Scenarios
In-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

Upgrade Methods
Unsupported 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

Upgrade Preparation Tools
WSS v3 / MOSS 2007 SP2
Farm insight
• Pre-Upgrade Checker
• stsadm -o EnumAllWebs
• SPDiag V2
Customizations gathering
• stsadm -o ExportIPFSAdminObjects http://www.sharepointmn.com

Pre-Upgrade Checker Command stsadm -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; improved in October 2009 CU
• Large amounts of information http://www.sharepointmn.com

Pre-Upgrade Checker Command stsadm -o preupgradecheck [-localonly]
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 http://www.sharepointmn.com

http://www.sharepointmn.com

Upgrade Preparation Tools
SharePoint 2010
• Farm insight
– stsadm -o EnumAllWebs
– SPDiag 2010 (TBD)
• Content database insight
– Test-SPContentDatabase http://www.sharepointmn.com

SharePoint Architecture

http://www.sharepointmn.com

SharePoint 2010 Architecture
SharePoint Service Applications Project Server
2010
SharePoint Foundation http://www.sharepointmn.com

SharePoint 2010 Architecture http://www.sharepointmn.com

Break

Upgrade Planning

Upgrade Planning
How to manage a complex process
• Customer Communications
• Farm / Customizations Surveys
• Upgrade / Customizations Testing
• Environment Cleanup
• Hardware Build-out
• Customizations Deployment
• Backups Before Upgrade
• Operations Scheduling
• Rollback / Restore Plan
• Post-Upgrade Activities
• Ongoing Support Calls http://www.sharepointmn.com

Upgrade Planning
Customer Communications
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http://www.sharepointmn.com

Upgrade Planning
Farm / Customizations Surveys
• Gather Information
– Pre-upgrade checker (Updated in Oct 2009 CU)
– Manual inspection process
– Comparison process (WinDiff):
• New server with same version and patch level
• Web Server Extensions directory
• IIS directory
• Global Assembly Cache (GAC)
• Determine impact
– stsadm -o EnumAllWebs (Updated in Oct 2009 CU)
• Collect customizations
– stsadm -o ExportIPFSAdminObjects http://www.sharepointmn.com

Upgrade Planning
Upgrade Testing / Customizations Testing
• Upgrade Issues
– Over wide lists
– Modified Databases
– Customizations
– Authentication Providers
• Recommendations
– Complete survey first
– Test server side customizations
– Verify in multiple upgrade modes
– Preview environments
– Similar hardware
– Use subset of real data
– Don’t ignore warnings http://www.sharepointmn.com

Upgrade Planning
Upgrade Testing / Customizations Testing
Will it work after Upgrade?
Modified OOB
Features
Modified
Databases
Modified OOB
Site Definitions http://www.sharepointmn.com

Upgrade Planning
Environment Cleanup
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http://www.sharepointmn.com

Upgrade Planning
Hardware Build-out
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http://www.sharepointmn.com

Upgrade Planning
Customizations Deployment
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http://www.sharepointmn.com

Upgrade Planning
Backups Before Upgrade
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– Take virtual snapshot (SP & SQL)
– Backup customizations
– Backup web.config
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– Keep database .bak files
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http://www.sharepointmn.com

Upgrade Planning
Operations Scheduling
Microsoft Benchmark operations schedule
Schedule Operation
Friday
2200hrs
Saturday
0000hrs
Sunday
1200hrs
Start backups
Start upgrade of content farm/databases
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
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.
http://www.sharepointmn.com

Upgrade Planning
Rollback / Restore Plan
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– DNS / Load Balancer
– SQL Restore
– Virtual Snapshot Restore
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– How long does it take to implement?
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http://www.sharepointmn.com

Upgrade Planning
Post-Upgrade Activities
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– Missing Templates / Definitions
– Deprecated Templates / Definitions
• SSP Admin Site (OSRV)
• Great Plains (STSPKPL)
– Missing Solutions / Features
– Deprecated Features
• PortalLayouts
– Missing Assemblies
• Office Web Parts (STSPKPL) http://www.sharepointmn.com

Upgrade Planning
Post-Upgrade Activities
• Forms Based Authentication (FBA)
– Modify web.config files
• Central Administration
• Secure Token Service (STS)
• Content Web Application
– Fix user identifiers (In-Place upgrade)
• User Experience
– Unghosted pages
– Non-reghostable pages
– Incompatible HTML
• Content Issues
– Large Lists
– Wide Lists http://www.sharepointmn.com

Upgrade Planning
Ongoing Support Calls
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– Can they solve the problems?
– Do they have permissions?
– Escalation process
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http://www.sharepointmn.com

Upgrade Cycle

Upgrade Cycle
• Read upgrade documentation
• Use pre-upgrade checker command on existing environments
• Test upgrade using Beta 2 bits
• Try proof of concept with current/upgraded customizations
• Upgrade to O12 SP2 (with October 2009 CU a plus) *
• Move to 64 bit hardware, operating system, and SQL
• Find issues in Beta http://www.sharepointmn.com

Upgrade Cycle
Learn
• Prerequisites - x64 hardware
– SharePoint
– SQL
• Common Issues
– Customizations
– Space
• Upgrade Methods
– In-Place
– DB Attach http://www.sharepointmn.com

Upgrade Cycle
Learn
• Everyone
– http://sharepoint2010.microsoft.com
(General)
• IT Pros
– http://mssharepointitpro.com
(TechNet)
• Developers
– http://mssharepointdeveloper.com
(MSDN)
• Webcasts
– http://wssv4faq.mindsharp.com/Lists/v4WebCasts http://www.sharepointmn.com

Upgrade Cycle
Prepare
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– Ask your users how they are using your solutions
– Determine dead sites
– Remove data clutter
– Prioritize items that are fixed in 2010
– Re-visit information architecture
– Build internal buzz
– Start communication early!!
http://www.sharepointmn.com

Upgrade Cycle
Prepare
• 2007 Environment Inventory
– Farm architecture (Servers & Services)
• Services Accounts
• Web Applications (AAM / Auth. Providers) & Databases
– Customizations
• Solutions
• Features
• Manual web.config modifications
• Manual file changes (DocIcon.xml, icpdf.gif)
• 3 rd Party Solutions  Vendors migration strategy
– Shared Services Provider
• Profile Import Connections
– IIS
• Manual Bindings (SSL / Host Headers / IP Bindings) http://www.sharepointmn.com

Upgrade Cycle
Prepare
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– Upgrade order
• SharePoint (different roles)
• SQL
– Upgrade Operations
– Downtime SLA limits
– Rollback Plan http://www.sharepointmn.com

Upgrade Cycle
Prepare
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– ALL hardware must be x64
– SharePoint Servers
• Windows Server 2008 SP2 + KB 971831
• Windows Server 2008 R2 + KB 976462
– SQL Servers
• No Windows Internal Database
• SQL Express (4GB Limit)
• SQL Standard / Enterprise
• SQL 2005 SP3 + KB 967909 (CU 3)
• SQL 2008 SP1 + KB 970315 (CU 2) http://www.sharepointmn.com

Upgrade Cycle
Prepare
• Environment Cleaning Details
– Delete Stale Sites and Webs (Backup)
• stsadm -o DeleteSite [-force] [-gradualdelete]
• stsadm -o DeleteWeb [-force]
– Remove Extraneous Document Versions
• Mostly user driven, PowerShell operations help
– Review Quotas and Locks
• Sync Quota Settings: http://stsadm.blogspot.com/2009/02/synchronizing-quota-settings-viastsadm.html
– Cleanup Templates, Features & Web Parts
• Mostly user driven, PowerShell operations help
– Repair Data Issues
• stsadm -o DatabaseRepair [-deletecorruption]
• stsadm -o ForceDeleteList
• stsadm -o VariationsFixupTool
– Verify Healthy Environment
• SharePoint Administration Toolkit – SharePoint Diagnostics Tools ( x86 | x64 ) http://www.sharepointmn.com

Upgrade Cycle
Test
• Build POC Farm
– Show users new functionality
– Use similar hardware / software
• Use Real Data
– Provide internal benchmarks
– Test different upgrade strategies
• Upgrade in sections for focused testing
– Branding
– Customizations
– Downtime
• Attempt different Methods
– Troubleshooting / Validation
– Better estimate downtime
– Document repeatable process
• Don’t forget to test your rollback plan http://www.sharepointmn.com

Upgrade Cycle
Implement
• Prep 2007 Environment
– stsadm -o preupgradecheck [-localonly]
• Build / Upgrade Farm
– Determine new architecture
• Service Applications
• Service Accounts
• Deploy Customizations (solutions)
• Monitor Upgrade
– Benchmark YOUR environment http://www.sharepointmn.com

Upgrade Cycle
Validate
• Validate New Functionality
• Upgrade Failures
– Most upgrade issues are due to customizations
– Prepare for failures to prevent them
• Data Integrity
– Orphans / DB issues
– Missing data
• User Experience
– Ghosting
– Branding
– Browser Support http://www.sharepointmn.com

Migration Demo

Questions & Answers

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http://www.sharepointmn.com

http://www.sharepointmn.com