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Upgrading and Migrating to SharePoint 2016 like a Pro
Brian Culver
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Welcome to SharePoint Saturday Houston
• Please turn off all electronic devices or set them to vibrate.• If you must take a phone call, please do so in the hall so as not
to disturb others.• Special thanks to our Diamond Sponsor, HSPUG
Thank you for being a part of the 6th Annual SharePoint Saturday for the greater Houston area!
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Thanks to all our Sponsors!
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Information• Speaker presentation slides should be available
from the SPSHOU website within a week or so
• The Houston SharePoint User Group will be having it’s next meeting Wednesday April 20th. Please join us at www.h-spug.org
About Brian Culver
SharePoint Solutions Architect for Expert Point Solutions in Houston, Texas. Microsoft Certified Master (MCM) in SharePointMicrosoft Certified Professional Developer (MCPD). Brian has worked in the Information Technology industry for
since 1998 and he has been working with SharePoint since 2005. His deep expertise includes Azure, Office365, SharePoint, ASP.Net, SQL Server and Project Server. He has been involved in many large SharePoint implementations including Internet and Intranet sites, Partner Portals, Enterprise Content Management and Governance, and much custom application integration and development. Author, Speaker and Blogger
Email : brian.culver(at)expertpointsolutions.comTwitter : @spbrianculverLinkedIn : https://www.linkedin.com/in/bculver Blog : http://blog.expertpointsolutions.com
Session Agenda
What's new in SharePoint 2016?Best PracticesGetting StartedPre-requisites Installation
Upgrading Prior VersionsUpgrade Methods/Supported Upgrade PathsDatabase Attach UpgradeTips and TricksTroubleshootingClosing Comments
What's new in SharePoint 2016?
What's new in SharePoint 2016?
User Experience – Mobile first and Cloud First OneDrive for Business Navigation - App Launcher
Hybrid Cloud Integration OneDrive Redirection (available in SharePoint 2013 since SP1) Delve – Dashboard for Office Graph (ML against information in Office 365) Sites you follow in one place – “Follow” both On-Premises and on their Office 365 under “Sites” Hybrid Cloud Search - Unified Search experience via Office 365
Infrastructure and Performance Improvements MinRoles – Roles and Compliance Zero Downtime Patching Automatic Index Creation – Zooooom…. Increased File Size for uploads – 10 GB Fast Site Creation – 1 sec vs 1 min
Fulfillment Data Loss Prevention (DLP) Encryption Compliance
And more …. https://technet.microsoft.com/en-us/library/mt346121(v=office.16).aspx
What's Old SharePoint 2016?
No Duet Enterprise for Microsoft SharePoint No SharePoint Foundation 2016 SharePoint Foundation 2013 is still available, but it’s the last
No Standalone Install mode No ForeFront Identity Manager client (FIM) Its MIM now … uh, Microsoft Identity Manager 2016
No Excel Services in SharePoint Now its part of Office Online Server (this is the next version of Office Web Apps Server) Many Excel Services features have changed … such as no trusted libraries and locations
Some SharePoint BI capabilities are not working right now No Tags and Notes No Stsadm.exe … almost. Use powershell, stsadm has not been updated and wont be. And more ….
Reference:https://technet.microsoft.com/en-us/library/mt346112%28v=office.16%29.aspx
Best Practices
What are Best Practices? Per Google: commercial or professional procedures that are accepted or prescribed as being correct or
most effective.
I will discuss best practices throughout. I will add this green check mark as well to highlight them in the slides
Getting Started – Collect Information
Alternate Access Mappings (AAM)Web App Policies Authentication Providers and Modes Service AccountsQuota TemplatesManaged Paths Blocked File Types User Policies on Web Applications Incoming and Outgoing E-Mail Settings Customizations Solutions, Apps, InfoPath Forms, Workflows, etc
Record Passphrase for Secure Store Service Export the Encryption Key for the User Profile Service Application And more …
Getting Started – Accounts
Accounts Accounts can vary, I recommend the following:
Make adjustments to your needs and security requirements.
Reference:http://social.technet.microsoft.com/wiki/contents/articles/14500.sharepoint-2013-service-accounts.aspx Scripts:http://www.toddklindt.com/blog/Lists/Posts/Post.aspx?ID=362
Service Account Description
sps16_setup SharePoint Setup User – Needs Local Admin on all boxes
sps16_farm SharePoint Farm Service -
sps16_webapps User-facing Web Application App Pool(s)
sps16_service Service Application App Pool Account
sps16_ups User Profile Synchronization Account
sps16_srchcontent Default Content Access Account
sps16_srch Search Service Account
sps16_cachesuperreader SP Cache Super Reader
sps16_cachesuperuser SP Cache Super User
svc_sql14 SQL Server Service Account
svc_sqlagent14 SQL Server Agent Service Account
Getting Started – The Pre-requisites
Every version of SharePoint has needed lots of pre-requisites Use this script to make your life easy: https://www.itunity.com/article/automatically-download-sharepoint-server-2016-prerequisites-
powershell-script-3164 This grabs it all for you and it works great Modify the file to match your folder paths Make sure the folders exists And bam it works
Compliments of Dan Holme
Automation is key!!
Getting Started – Installation
Business as usual except …MinRole is new: https://technet.microsoft.com/en-us/library/mt346114%28v=office.16%29.aspx
SharePoint Health Analyzer for MinRole enforcement Health rule will scan each server in the farm daily Scans all roles except for “Custom” and “Single-server Farm” Compares Service Instances on server to expected configuration
Server role Description
Front-end Service applications, services, and components that serve user requests belong on Front-end web servers. These servers are optimized for low latency.
ApplicationService applications, services, and components that serve backend requests (such as background jobs or search crawl requests) belong on Application servers. These servers are optimized for high throughput.
Distributed cache Service applications, services, and components that are required for a distributed cache belong on Distributed Cache servers.
Search Service applications, services, and components that are required for searching belong on Search servers.
Custom
Custom service applications, services, and components that do not integrate with MinRole belong on Custom servers. The farm administrator has full control over which service instances can run on servers assigned to the Custom role. MinRole does not control which service instances are provisioned on this role.
Single-server farm
Service applications, services, and components required for a single machine farm belong on a Single-Server Farm. A Single-Server Farm is meant for development, testing, and very limited production use. A SharePoint farm with the Single-Server Farm role cannot have more than one SharePoint server in the farm.
MinRoleDemo
Getting Started – Installation - MinRole Walkthrough
Upgrade survivor…
Upgrade Methods/Supported Upgrade Paths
Database Attach Upgrade Only available method Works for content and services databases
Third Party Tool Migration Sharegate Metalogix AvePoint And more
Upgrade Prior Versions
Upgrade to 2007 Gradual Upgrade - Not recommended Database Attach Upgrade - Recommended In-Place Upgrade - Not recommended
Upgrade to 2010 Database Attach Upgrade - Recommended In-Place Upgrade - Not recommended
Upgrade to 2013 Database Attach Upgrade - Recommended
Upgrade Prior Versions – Tips and Tricks
Database Attach Upgrade is the fastest route to upgrade. You can build multiple farm of each version to parallelize the upgrade process. If you need to upgrade fast, pay careful attention to the speed of your drives (IOPS) for SQL Server. You can also upgrade multiple content databases on the same system
When upgrading multi versions, build each farm separately. I highly recommend lots of virtual machines. If upgrading services, upgrade the services first. Otherwise, build lean SharePoint servers without configured services. You don’t need them, you may
get warnings but they won’t prevent you from upgrading the content databases. Upgrade the content databases in each environment progressively. Make sure you fix the errors produced by the Test-SPContentDatabase. Warnings will not prevent you from moving forward. For SharePoint 2013, upgrade the site collections from 2010 mode to 2013 after upgrading the content databases. Upgrade-SPSite
On the final environment (2016 of course) Configure the web applications, Urls, Services, AAM, etc. as final and fully functional Deploy your solutions and features correctly Test the services are functioning properly Then, perform you content database upgrades
Upgrading Services First
Upgradable Services (in upgrade order) Secure Store Service Application Business Data Connectivity Service Application Managed Metadata Service Application User Profile Service Application PerformancePoint Service Application Search Service Application
Gather applicable services settings on source farm Backup all applicable services databases from source farm Ensure service application pools are created first Make sure the managed account is the correct one for your security needs
Create each service application and proxy If applicable, upgrade service database during service application creation Pay special attention to differences in some services Most service upgrade processes are the same, some are different though
Start service instances only after service is created with upgraded databases
Database Attach Upgrade - Preparation
1. [Tip] Testing your IOPS for future reference2. Collection old farm configuration information3. Create new service accounts for a clean cutover4. Create Web Applications
Try to use same URLs and AAM Add managed paths Install solutions and other customizations
5. Ensure service instances are connected to web application Some content database upgrades attempt to use service instances Service unavailability should not block upgrade Service issues during upgrade may require additional work afterwards Finish the specific service interaction missed during upgrade Check logs to look for issues
6. Always upgrade content database with root site collection first for each web application7. Office Web Apps are now Office Online Server
Excel Services is now part of Office Online Server … this will affect a lot of users
Database Attach Upgrade
1. Place Content Databases into Read Only mode2. Backup Content and Service Application Databases3. Restore Content and Service Application Databases4. Take Restored Databases out of Read Only Mode5. Test-SPContentDatabase –Name WSS_Content_Upgrade –WebApplication
http://upgrade.contoso.com Fix all errors, missing customizations, orphans, etc.
6. Mount-SPContentDatabase –Name WSS_Content_Upgrade –WebApplicationhttp://upgrade.contoso.com Use Upgrade-SPContentDatabase to resume failed upgrades
7. Test and Validate Workflows, forms, solutions, apps
8. Test and Validate9. Test and Validate10. Test and Validate
Database Attach Upgrade
Celebrate
Don’t forget to clean up afterwards
Tips and Tricks
Always do a full dry run before you go live Time your upgrade process Streamline and use parallelism as well Upgrade multiple content databases on the same system (use multiple spindles) Can use dev machines and laptops to speed things up
Know how fast (iops) is your On-prem farm *** THIS IS YOUR BEST CHANCE *** Key Upgrade CmdLets Test-SPContentDatabase Mount-SPContentDatabase Upgrade-SPContentDatabase Upgrade-SPSite
Throttling Be aware that upgrading is throttled App pool 5 simultaneous site collections per web app Site collections < 10 MB and < 10 webs processed by web app pool immediately Site collections > 10 MB and > 10 webs processed by timer job Runs every 5 minutes Both of those settings controlled by web application properties (Get-SPWebApplication http://upgrade.contoso.com).SiteUpgradeThrottleSettings
Content databases only allow 10 simultaneous site collections to be upgraded (Get-SPContentDatabase claims_upgrade).ConcurrentSiteUpgradeSessionLimit
Closing Comments Think about you upgrade/migration strategy Plan for Office Online Document your new environment
IOPS, drives, procs, etc. This will help in the future when you need to test performance.
Think about the future roadmap Will my farm solutions continue to work? What will be the cloud strategy for my company?
InfoPath will be supported until 2023 Make sure you test your upgrade Time your upgrade process Communicate with Users Clean up old servers, data, etc. Verify Services are working properly Leverage new features and educate your users of the benefits
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Brian Culver, MCMTwitter: @spbrianculver
E-mail:brian.culver(at)expertpointsolutions.com
Blog:http://blog.expertpointsolutions.com/
Slides:http://www.slideshare.net/bculver
Other Resources
Office 365 Roadmap (Official)http://fasttrack.microsoft.com/roadmap?Wt.mc_id=DX_MVP402844 Get on First Release for Office365https://support.office.com/en-us/article/Office-365-release-options-3b3adfa4-1777-4ff0-b606-fb8732101f47?ui=en-US&rs=en-US&ad=US Set up the release option for your organization Select people for First Release
Read the Azure Security, Privacy and Compliance white paper Read the Security Management in Microsoft Azure white paper SharePoint Server: http://sharepoint.uservoice.com Office365: http://office365.uservoice.com
