Migrating to SharePoint 2010
Brian Caauwe
Senior Consultant - MCTS
May 19, 2010
Session Agenda
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Introduction
SharePoint Overview
Upgrade Overview
SharePoint Architecture
Upgrade Planning
Upgrade Cycle
Demo
• Q&A
Who am I?
• Brian Caauwe
• Consultant & Speaker
– Email: bcaauwe@inetium.com
– Blog: http://blogs.inetium.com/blogs/bcaauwe
• MCTS - SharePoint v3
Minnesota SharePoint User Group
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2nd Wednesday of the Month
– 9:00 – 11:30 AM
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SharePoint resources and links
Meeting Schedule
Past User Group Presentations
This Presentation
www.sharepointmn.com
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Next Meeting – 6/9
– Public Internet Solutions
SHAREPOINT OVERVIEW
*Disclaimer*
• Many of the slides and graphics presented today are based on
content released and presented at SPC 09.
Microsoft SharePoint 2007
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
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
SharePoint 2010 Timeline
• Summer 2009
• Early Fall 2009
• November 2009
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• May 12 2010
• May 27 2010
Early previews given to partners
First public disclosure at #SPC09
PUBLIC BETA: “Beta 2”
International Launch
Twin Cities Launch Event
SharePoint Evolution
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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
And now in 2010
More SharePoint 2010…
Enabling Technologies
Internet/Extranet
Microsoft Enterprise Search
(Requires SharePoint Server 2010
and SharePoint Enterprise CAL)
SharePoint Online
Intranet
Internet/Extranet
• Moving towards parity between on-premises and online
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
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
Developer Investments
Developer
Productivity
Deployment
Platform
Solution
Hosting
UPGRADE OVERVIEW
http://www.sharepointmn.com
Upgrade Overview
What’s New
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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
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
Upgrade Methods
Supported Scenarios
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In-Place Upgrade
– Single Click Install - SQL Migration
• Windows Internal Database (WID) -> SQL Express 2008 + File Stream RBS
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Database Attach Upgrade:
– Content Database
– Profile Service Database
– Project Service Database
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Hybrid
– In-place
– Database Attach
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Alternate Access Mapping Redirection
– Complex
– URL Modification
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
Upgrade Preparation Tools
WSS v3 / MOSS 2007 SP2
• Farm insight
– Pre-Upgrade Checker
– stsadm -o EnumAllWebs
– SPDiag V2
• Customizations gathering
– stsadm -o ExportIPFSAdminObjects
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
Pre-Upgrade Checker Command
stsadm -o preupgradecheck [-localonly]
Rules Files (Partial List)
• Informational
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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
Pre-Upgrade Checker Command
stsadm -o preupgradecheck [-localonly]
Upgrade Preparation Tools
SharePoint 2010
• Farm insight
– stsadm -o EnumAllWebs
– SPDiag 2010 (TBD)
• Content database insight
– Test-SPContentDatabase
SHAREPOINT ARCHITECTURE
http://www.sharepointmn.com
SharePoint 2010
2007 Architecture
SharePoint 2010 Architecture
SharePoint Service Applications
SharePoint Foundation
Project Server
2010
SharePoint 2010 Architecture
BREAK
http://www.sharepointmn.com
UPGRADE PLANNING
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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
Upgrade Planning
Customer Communications
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Create a communications plan
– http://technet.microsoft.com/en-us/library/cc288974.aspx
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Upgrade Group / Committee
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Stakeholders
Server Admins
Database Admins
SharePoint Admins
Security Team
Designers
Developers
Site Owners
Site Users
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Customer Survey’s
Status updates
Unknown breeds unrest
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Closer to launch = more communication
Upgrade Planning
Farm / Customizations Surveys
• Gather Information
– Pre-upgrade checker (Updated in Oct 2009 CU)
– Manual inspection process
– Comparison process (WinDiff):
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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
• Sample Worksheet
– http://go.microsoft.com/fwlink/?LinkId=179928
Upgrade Planning
Upgrade Testing / Customizations Testing
• Upgrade Issues
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Over wide lists
Modified Databases
Customizations
Authentication Providers
• Recommendations
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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
• Test Your Upgrade Process - Visio Diagram
Upgrade Planning
Upgrade Testing / Customizations Testing
Will it work after Upgrade?
Modified OOB
Features
Modified
Databases
Modified OOB
Site
Definitions
Upgrade Planning
Environment Cleanup
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Delete Stale Sites and Webs (Backup)
Remove Extraneous Document Versions
Review Quotas and Locks
Cleanup Templates, Features & Web Parts
Repair Data Issues
Verify Healthy Environment
Upgrade Planning
Hardware Build-out
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Virtualization
Image / Snapshot base OS
Storage
Service Accounts
Service Applications
Use Wizards
Upgrade Planning
Customizations Deployment
• Solutions
• Features
• Site Definitions
• web.config modifications
• Custom Files / Images
• IFilters
• What did your preupgradecheck say?
• Use Upgrade Worksheet
– http://go.microsoft.com/fwlink/?LinkId=179928
Upgrade Planning
Backups Before Upgrade
• In-place
– Take virtual snapshot (SP & SQL)
– Backup customizations
– Backup web.config
• Attach DB
– Keep database .bak files
• Keep backups close and up to date
Upgrade Planning
Operations Scheduling
Microsoft Benchmark operations schedule
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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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.
Upgrade Planning
Rollback / Restore Plan
• Rollback OR Restore
– DNS / Load Balancer
– SQL Restore
– Virtual Snapshot Restore
• Point of no return
– How long does it take to implement?
• Test, Test and Re-Test procedures
• Prepare communication
Upgrade Planning
Post-Upgrade Activities
• Find and Fix Issues
– 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)
Upgrade Planning
Post-Upgrade Activities
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Forms Based Authentication (FBA)
– Modify web.config files
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Central Administration
Secure Token Service (STS)
Content Web Application
– Fix user identifiers (In-Place upgrade)
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User Experience
– Unghosted pages
– Non-reghostable pages
– Incompatible HTML
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Content Issues
– Large Lists
– Wide Lists
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Service Applications
– User Profile
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Profile Image Store
Managed Metadata Properties
– Search
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Managed Properties
Scopes
Upgrade Planning
Ongoing Support Calls
• They WILL happen
• Who receives support calls?
– Can they solve the problems?
– Do they have permissions?
– Escalation process
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Proactive vs. Reactive
Turn support calls into opportunities
Center of Excellence
Offer more than support … Training
UPGRADE CYCLE
http://www.sharepointmn.com
Upgrade Cycle
Learn
Prepare
Test
Implement
Validate
• 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
Upgrade Cycle
Learn
• Prerequisites - x64 hardware
– SharePoint
– SQL
• Common Issues
– Customizations
– Space
• Upgrade Methods
– In-Place
– DB Attach
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
Upgrade Cycle
Prepare
• Reconnect with users
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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!!
Upgrade Cycle
Prepare
• 2007 Environment Inventory
– Farm architecture (Servers & Services)
• Services Accounts
• Web Applications (AAM / Auth. Providers) & Databases
– Customizations
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Solutions
Features
Manual web.config modifications
Manual file changes (DocIcon.xml, icpdf.gif)
3rd Party Solutions  Vendors migration strategy
– Shared Services Provider
• Profile Import Connections
– IIS
• Manual Bindings (SSL / Host Headers / IP Bindings)
Upgrade Cycle
Prepare
• Upgrade Strategy
– Upgrade order
• SharePoint (different roles)
• SQL
– Upgrade Operations
– Downtime SLA limits
– Rollback Plan
Upgrade Cycle
Prepare
• Hardware Upgrades / Disk Space
– ALL hardware must be x64
– SharePoint Servers
• Windows Server 2008 SP2 + KB 971831
• Windows Server 2008 R2 + KB 976462
– SQL Servers
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No Windows Internal Database
SQL Express (10GB Limit)
SQL Standard / Enterprise
SQL 2005 SP3 + KB 967909 (CU 3)
SQL 2008 SP1 + KB 970315 (CU 2)
Upgrade Cycle
Prepare
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Environment Cleaning Details
– Delete Stale Sites and Webs (Backup)
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stsadm -o DeleteSite [-force] [-gradualdelete]
stsadm -o DeleteWeb [-force]
– Remove Extraneous Document Versions
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Mostly user driven, PowerShell operations help
– Review Quotas and Locks
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Sync Quota Settings: http://stsadm.blogspot.com/2009/02/synchronizing-quota-settings-viastsadm.html
– Cleanup Templates, Features & Web Parts
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Mostly user driven, PowerShell operations help
– Repair Data Issues
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stsadm -o DatabaseRepair [-deletecorruption]
stsadm -o ForceDeleteList
stsadm -o VariationsFixupTool
– Verify Healthy Environment
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SharePoint Administration Toolkit – SharePoint Diagnostics Tools (x86 | x64)
Upgrade Cycle
Test
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Build POC Farm
– Show users new functionality
– Use similar hardware / software
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Use Real Data
– Provide internal benchmarks
– Test different upgrade strategies
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Upgrade in sections for focused testing
– Branding
– Customizations
– Downtime
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Attempt different Methods
– Troubleshooting / Validation
– Better estimate downtime
– Document repeatable process
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Don’t forget to test your rollback plan
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
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
DEMO
http://www.sharepointmn.com
Q&A
References
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Sean Livingston’s SPC09 presentations…
SPC09 Beta book
Microsoft TechNet – SharePoint Products
Visio Diagrams
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Upgrade Planning
Upgrade Approaches
Test Your Upgrade Process
Services Upgrade
Upgrading Parent and Child Farms
• http://mssharepointitpro.com
• http://mssharepointdeveloper.com
• http://sharepoint.microsoft.com
A key element to your success.