learn upgrade: learn learn upgrade: learn

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Advanced IT Pro Training

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SharePoint 2010 Upgrade Overview

NameTitleCompany

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Upgrade Cycle: Overview

LearnRequirements/prerequisitesUpgrade methodsDowntime mitigationCommon issues

PrepareDocument environmentManage customizationsPlan upgrade strategyMake items upgradable

TestBuild test farms

Use real dataEvaluate techniquesFind issues early

ImplementBuild/upgrade farmsDeploy customizationsMinimize downtimeMonitor progress

ValidateUpgrade event failuresUI/UX issuesData issues

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Objectives

Prerequisites and upgrade pathsUpgradable databasesMethods for upgradingChoose the correct upgrade methodImprovements in upgrade

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Agenda

Requirements/supported upgrade pathsDatabases/SSP changesUpgrade methodsDowntime mitigationVisual upgradeUpgrade improvements

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REQUIREMENTSUpgrade: Learn

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Minimum Hardware Requirements

x64Quad processor, 2.5 GhzCPU

4 GB for developer or evaluation use8 GB for production useMemory

80 GB for installationAdditional drive space required for day to day use

Storage

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Minimum Software RequirementsSQL Server/OS

x64 editionService Pack 3 + KB967909

SQL Server 2005

x64 editionStandardService Pack 1 + KB970315

SQL Server 2008

x64 Windows Server 2008 SP2 StandardX64 Windows Server 2008 R2 Standard

Operating System

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Helpful Tips

Required to format and reinstall server prior to install if SharePoint 2010 beta was previously installed.

SQL Server 2008 R2 will be supported when it is officially released.

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Software PrerequisitesWCF Hotfix - KB976394 (2008) or KB976462 (R2)SQL 2008 Native ClientWindows Identity FoundationSync Framework Runtime v1.0 (x64)Chart Controls for .NET Framework 3.5Filter Pack 2.0SQL Server 2008 Analysis Services ADOMD.NETSpeech Platform RuntimeSpeech Recognition LanguageWindows PowerShell 2.0 Web Server RoleApplication Server RoleMicrosoft .NET Framework 3.5 SP1

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Prereq Installer

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Wizards

Installs the prerequisites

Microsoft SharePoint

Products and Technologies 14 Preparation Tool

Installs binariesConfigures security permissionsSets registry settings

Setup Wizard

Installs and configures the configuration databaseInstalls the SharePoint Central Administration web siteOR Joins server to existing farm

SharePoint Product and Technologies Configuration

Wizard

Configures the farmCreates the first site collectionSelects the services and accounts

Server Farm Configuration

Wizard

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Minimum Software RequirementsClient

Microsoft Silverlight™ 3Level 1 browsers

IE7 & IE8 (32bit), Firefox 3.5 on Windows Level 2 browsers

Safari 4.x and Firefox 3.5 on OS X Snow LeopardIE7 & IE8 (64bit)Firefox 3.5 on Unix/Linux 8.1

IE 6 is not supportedDetails on browser support

http://technet.microsoft.com/en-us/library/cc263526(office.14).aspx

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UPGRADE METHODSUpgrade: Learn

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2010 Upgrade Philosophy

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

Keep the administrator informedNo data loss

Keep content and settings

Minimize downtimeDowntime mitigation processes

Continue when possibleBe reentrant

Upgrade should not be catch 22

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2010 Upgrade Overview

NewUpgrade Preparation ToolsWindows PowerShell Upgrade CmdletsFeature UpgradeVisual UpgradePatch ManagementDowntime Mitigation Processes:

Parallel Upgrade PipelinesContent DB Upgrade with AAM Redirection

ChangedUpgrade Methods

ImprovedUpgrade Status ReportingUpgrade LoggingRead-only DB Support

RemovedGradual UpgradeSide By Side Installation

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2010 Upgrade Scenarios and MethodsSupported Scenarios

In-Place UpgradeDatabase Attach Upgrade:

Content DatabaseProfile Service DatabaseProject Service Database

Single Click Install - SQL Migration

Windows Internal Database (WID) -> SQL Express 2008 + File Stream RBS

Unsupported Scenarios

Upgrade from earlier than WSS v3 SP2/MOSS 2007 SP2Direct upgrade from WSS v2/SPS 2003 or earlierSide by side installationGradual upgrade

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In-Place

Next, next, finished Advancements

Restartable!Common blocking time outs removed

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In-Place Upgrade

All sites are unavailable during upgrade Site visitors continue to use the same URLs after upgradeDoes require v3 to be 64 bit

Whitepaper on moving from 32 bit to 64 bit SharePoint

http://technet.microsoft.com/en-us/library/dd622865.aspx

Previous version must be manually removed

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In-Place Upgrade Process

SQL Instance

WFE

Web AppWSS v4

v3 Farm v4 Farm

ContentContentContentContentConfig

Web AppWSS v3

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In-Place Pros/Cons

Farm wide settings are preserved and upgradedCustomizations are available in the environment after the upgrade if they are v4 compatible

Pros

Servers and farms areoffline while the upgradeis in progressThe upgrade proceeds continuouslyExisting v3 farm must support (64 bit and performance

Cons

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Database Attach

Databases that can be attachedContent databaseProfile service databaseProject service database

V3 databases that cannot be attachedConfigurationSearch

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Database Attach Steps

Backup 2007 Content DBRestore to SharePoint 2010 SQL Server, using SQL ToolsTest-SPContentDatabase –name wss_content_2007 –webapplication http://2010webapp Mount-SPContentDatabase –name wss_content_2007 –webapplication http://2010webapp

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DB Attach Pros/Cons

Upgrade multiple content databases at the same time Combine multiple farmsinto one farmCustomizations must be transferred manually

Pros

The server and farm settings are not upgradedCustomizations must be transferred manuallyMissing customizations

Cons

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Database Attach

Demo

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Hybrid Approach

Detach DBsUpgrade to 2010 in-placeDB Attach content DBs

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Hybrid Pros/Cons

Farm wide settings preservedCustomizations alreadyin placeMultiple content databasesat the same timeNon-upgraded sites(in read-only mode) whileyou upgrade the content

Pros

Labor intensiveDirect access to the database serversx86 is a lot of workExisting hardwaremay need replacing

Cons

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SUPPORTED PATHSUpgrade: Learn

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Supported Paths In-Placex86

x86MOSS2007SP2

x64MOSS2007SP2

MSS 201

0

x86WSS v3.0SP2 x86

MOSS2007SP2

x64MOSS2007SP2

MSS 201

0

x86WSS v3.0SP2 x64

WSS v3.0SP2

2010

V3 must not be a Trial installation.

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WID Migrate to SQL Express + RBSContent DB migration process model V4 Farm

WID SQL Instance SQL Express Instance

RBS

Content

Search

Config ContentConfigMove

RBS

ContentContent

WSS V4 Web App

Backup/Restore

Copy BLOBs

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Project Server

Now requires SharePoint Server 2010Upgrade priorHas its own Ignite Course

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Upgrading FBA Web Apps

Convert Web applications to claims-based authentication Update web.config with necessary connection information for your providerUse PowerShell to migrate users and permissions

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DATABASESUpgrade: Learn

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SSP exploded to service applications – Inplace

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SSPService Applications

O12 SSPs and service settings =Flexible shared services modelService Applications = part of FoundationNotification of new services afterin-place upgradeBackup/restore of individual services+ Provisioning offbox

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SSPService Applications

SSP admin site not upgraded (in-place)

No longer necessaryHealth rule to remind you to delete it

SSP database repurposed to User Profile Service Application databaseSSP Admins become Central Admin delegated administrators

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SSPService Applications

Multiple SSPs automatically wire up (In-Place)

Web applications to proxy groupsInter-farm SSP environments are requiredto upgrade the parent farm SSP firstDB Attach of SSP DB for profiles

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Upgrading Parent->Child FarmsPhased hybrid upgrade approach

2007 Parent Farm

2007Services

2007 Parent Farm Copy

2007Services

2010 Parent Farm

2010Services

V3 Child Farm 1

2007Web App

2010 Child Farm 1

2010Web App

V3 Child Farm 2

2007Web App

2010 Child Farm 2

2010Web App

Backup/Restore

Synchronize Data

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DOWNTIME MITIGATIONUpgrade: Learn

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Downtime Mitigation Processes

Read-only databases (v3 SP2, v4)Parallel content database upgrades

Parallel upgrade farms (v4)Single farm, multiple upgrade sessions (v4)

Content database attach with AAM redirection (v4)

http://technet.microsoft.com/en-us/library/ee720448(office.14).aspx

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Read Only Content Databases

From SQL Server set content database to read onlySharePoint sees the change and updates the UI on all Site Collections in the database to read only for everyoneAllows for scenarios where data is available read only while upgrade happens on a different farm

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Parallel upgrades

Detach all content databases from v3 farm then perform inplace upgradeWhile inplace upgrade is running attach content databases to temporary farms to perform upgradeReattach upgraded content databases to original farm once inplace upgrade is complete

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Another Parallel Upgrade

Multiple content database attach allowed in the farm at the same time

Just open multiple Windows PowerShell sessions

Parallelism has benefits and limitsRoughly 10% overhead at 4 DBs each with one separate spindleUpgrades can take longer if using same spindleSQL IOPS & memory are first order item

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Database Attach with AAM Redirect User interaction model

SQL Instance

WFEv3 Farm

WFE v4 Farm

http://WSShttp://WSSold http://WSSSQL

v3Config

v4Config

SQL

v3Content

v4Conte

ntMove DB

?302

WSS v3Web App

WSS v4Web App

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What is “Visual Upgrade”

A feature that separates data upgradefrom UI upgrade

Data and code upgrade happens all at onceSite UI has two modes: this version andprevious versionPages and components make the decisionat runtime, and it’s safe by default

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Why “Visual Upgrade”?

ITFocus on the dataSchedule flexibility

DevelopersClear expectationsMore control over legacy code and controls

UsersPuts the user impact into users’ handsAccommodates big shifts (ribbon)

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Visual Upgrade

Default upgrade UI is v3 Option to use v4 UI in PSConfigSingle-click installations have no option

GranularityWebSiteSetup, PSConfig, and STSAdm

ReportingAdmins can report per Site Collection

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Visual Upgrade

PWA (did not support customizationin O12)My sites –Public view (will not preserve customizations on upgrade)Search Center (preserves web partsbut resets User Interface)

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Visual Upgrade

Use PowerShell to manipulate visuals$Site = Get-SPSite $SiteURL# The line below will display/hide the options to change the UI for all sites$Site.UIVersionConfigurationEnabled = $true$Web = $Site.RootWeb # The line below will display/hide the options to change the UI for the root web$Web.UIVersionConfigurationEnabled = $true

# The lines below actually sets the site to V3 UI$Web.UIVersion = 3

# The lines below actually sets the site to V4 UI$Web.UIVersion = 4 #Don't forget this$Web.Update()

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Visual Upgrade

Demo

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UPGRADE IMPROVEMENTSUpgrade: Learn

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Core Upgrade Overview Improvement AreasUpgrade improvement areas

Predictability/reliabilityDiagnostic ability/loggingEnd-user experienceAdmin experience

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Core Upgrade Improvements

LoggingUpgrade logs per session(saved in same place)Error log per session ( -error.log)

Separate log for just errors Shows callstacks

Upgrade logs always have same columns of data making reporting easier to automate.

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Core Upgrade Improvements

ReliabilityResume capabilitiesUpgrade process durability/survivabilityRemoved, or made adjustable,SQL timeoutsUpgrade will not be allowed to proceed if all of the farm machines do not have the same binaries installed

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Core Upgrade Improvements

Admin experienceVisual feedbackBetter warningQuota handling and locked site collectionsUpgrade status page

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Core Upgrade ImprovementsFeature upgrade

Features will now have an enforced versionThe version will be tracked in the database and per scope

A web, site, web application, or farm will be determinedas “needing upgrade”Running psconfig – upgrade will execute per-feature upgrade codeFeature version upgraded in DBNote: we must iisreset after deploying a new versionof feature definition and before running upgrade

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Summary

Requirements/supported upgrade pathsDatabases/SSP changesUpgrade methodsDowntime mitigationVisual upgradeUpgrade improvements

©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010

©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010

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The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after

the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.