migrating to sharepoint 2010 brian caauwe senior consultant - mcts may 19, 2010
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Migrating to SharePoint 2010Brian Caauwe
Senior Consultant - MCTS
May 19, 2010
• Introduction• SharePoint Overview• Upgrade Overview• SharePoint Architecture• Upgrade Planning• Upgrade Cycle• Demo
• Q&A
Session Agenda
• Brian Caauwe• Consultant & Speaker
– Email: [email protected]– Blog: http://blogs.inetium.com/blogs/bcaauwe
• MCTS - SharePoint v3
Who am I?
• 2nd Wednesday of the Month– 9:00 – 11:30 AM
• SharePoint resources and links• Meeting Schedule• Past User Group Presentations• This Presentation
• Next Meeting – 6/9– Public Internet Solutions
Minnesota SharePoint User Group
www.sharepointmn.com
SHAREPOINT OVERVIEW
• Many of the slides and graphics presented today are based on content released and presented at SPC 09.
*Disclaimer*
Microsoft SharePoint 2007Collaboration
Outlook IntegrationGroove Integration
Docs/Tasks/CalendarsBlogs and Wikis
Project Manager lite
Enterprise Portal Templates, Site
Directory, My Sites, social networking,
privacy control
Enterprise SearchEnterprise scalability,
contextual relevance, rich people and business data
search
Business ProcessesRich and Web forms based front-ends, LOB actions, pluggable SSO
Business IntelligenceServer-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards
Content ManagementIntegrated document management, records management, and Web content management with policies and workflow
The Business Collaboration Platform for the Enterprise and the Web
Microsoft SharePoint 2010
Connect and Empower People
Cut Costs with a Unified Infrastructure
Rapidly Respond to Business Needs
Communities
Search
Sites
Composites
ContentInsights
• Summer 2009 Early previews given to partners• Early Fall 2009 First public disclosure at #SPC09• November 2009PUBLIC BETA: “Beta 2”
…• May 12 2010 International Launch• May 27 2010 Twin Cities Launch Event
SharePoint 2010 Timeline
• 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
SharePoint Evolution
And now in 2010
High-End Search
NewEnterprise Client Access License (CAL)Standard Client Access License (CAL)
Intranet Internet/Extranet
New
New
New
Enabling Technologies
More SharePoint 2010…
Internet/Extranet
Create Rich Sites for Customers and Partners Using All of SharePoint’s Capabilities
For organizations looking to create customer-facing public internet sites or private extranetsThis is our premier internet site edition, with full SharePoint Enterprise functionality
Build Small-Scale Internet Sites on the SharePoint Platform
For small and mid-size organizations looking to create customer-facing public internet sites or basic extranets using the Standard features of SharePoint Server 2010Note that this edition will have performance/scale limitsNew in 2010
Microsoft Enterprise Search
Powerful High-end Search Delivered Through SharePoint
Search is strategicWant high-end capabilities and easy deployment and manageability Are building custom search solutions and integrated applications
Complete Intranet Search SolutionWant enterprise-class intranet search with low touch from ITScalable, searches LOB systems, improved people search
Departmental SearchHave tactical, low scale search applications (such as departmental sites)Want quick, basic projects requiring little or no cost and IT effort
(Requires SharePoint Server 2010and SharePoint Enterprise CAL)
SharePoint Online
Intranet Internet/Extranet
Enterprise User Subscription License (USL)
Standard User Subscription License (USL)
Deskless User Subscription License (USL)
New Internet Sites Offer
Partner Access Offer
New
New
• Moving towards parity between on-premises and online• Parity in features and scenarios enabled• Introducing: Enterprise USL, Internet Sites, and Partner Access
offers
SharePoint Server 2010
Ribbon UISharePoint WorkspaceSharePoint MobileOffice ClientOffice Web App IntegrationStandards Support
Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser
Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements
Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline
PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot
Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS Communities
Search
Sites
Composites
ContentInsights
IT Pro Investments
Enterprise-wide management capabilitiesRobust installation and predictable upgrade processHigher availability with better patch management
IT Productivity
Collaboration across Intranet, Extranet and InternetOn-premise and/or hosted optionsData storage inside and outside the SharePoint DB
Deployment Flexibility
Terabytes of data and multi-million item listsImproved Platform resiliency and redundancyAdvanced back-up, restore and disaster recovery
Scale with Governance
Developer Investments
Standardized WSP Package DeploymentSharePoint Online shared solution hostingInstall on Vista SP1 or Windows 7 for Developers only
Solution Hosting
Rich solution UI with Silverlight, XSLT View, Clean HTML Data Foundation – Relationships, LookupBetter programmability with LINQ, Client API
Deployment Platform
Rapidly develop solutions with Visual Studio 2010Application Lifecycle Management & Team Dev Solution quality improved with debugging tools
DeveloperProductivity
http://www.sharepointmn.com
UPGRADE OVERVIEW
Upgrade OverviewWhat’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
Upgrade OverviewWhat’s Different
Changed• Upgrade Methods
Improved• Upgrade Status Reporting
• Upgrade Logging
• Read-only DB Support
Removed• Gradual Upgrade
• Side By Side Installation
Upgrade MethodsSupported 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
Upgrade MethodsUnsupported 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 ToolsWSS v3 / MOSS 2007 SP2
• Farm insight– Pre-Upgrade Checker– stsadm -o EnumAllWebs– SPDiag V2
• Customizations gathering– stsadm -o ExportIPFSAdminObjects
Pre-Upgrade Checker Commandstsadm -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 Commandstsadm -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
Pre-Upgrade Checker Commandstsadm -o preupgradecheck [-localonly]
Upgrade Preparation ToolsSharePoint 2010
• Farm insight– stsadm -o EnumAllWebs– SPDiag 2010 (TBD)
• Content database insight– Test-SPContentDatabase
http://www.sharepointmn.com
SHAREPOINT ARCHITECTURE
Project Server2007
Project Web Access
Shared Service Provider
SharePoint 2007 Architecture
Search Service
Excel Calc Service
Business Data Catalog
User Profiles
ContentConfig Workflow
SharePoint Server Client Apps
Browsers (IE)
InfoPath
Project
RSS Viewers
SharePoint Designer
OneNote
Groove
Project Server2007
Project Web
Access
Office Client
Outlook
Search Service
Excel Calc Service
Business Data Catalog
User Profiles
ContentConfig Workflow
Windows SharePoint Services
InfoPath Service
SharePoint 2010 Architecture
SharePoint Service ApplicationsShared Service Provider
SharePoint 2010 Architecture
Search Service
Excel Calc Service
Business Data Catalog
User Profiles
SharePoint Foundation
ContentConfig Workflow
SharePoint Server Client AppsProject Server
2010
Project Web Access
Windows SharePoint Services
2007 Browsers (IE)
InfoPath
Project
RSS Viewers
SharePoint Designer
OneNote
Office Client
Outlook
BusinessConnection
Service
GrooveSharePoint Workspace
SharePoint Service Applications
SharePoint 2010 Architecture
Search Service
Excel Calc Service
BusinessConnection
Service
User Profiles
SharePoint Foundation
ContentConfig Workflow
SharePoint Server Client AppsProject Server
2010
Project Web Access
Sandboxed Code Service Usage & Health Logging
Word Conversion Service
PowerPoint Broadcast Service
Web Analytics Service
Visio Graphics Service
Access Service
InfoPath Service
Managed Metadata
PerformancePoint
Browsers (IE)
InfoPath
Project
RSS Viewers
SharePoint Designer
OneNote
SharePoint Workspace
Office Client
Outlook
Browsers (IE, Fire Fox)
InfoPath
Project
RSS Viewers
SharePoint Designer
OneNote
SharePoint Workspace
Office Client
Outlook
Browsers (IE, Fire Fox)
InfoPath
Project
RSS Viewers
SharePoint Designer
OneNote
SharePoint Workspace
Office Client
Outlook
Visio
Access
http://www.sharepointmn.com
BREAK
http://www.sharepointmn.com
UPGRADE PLANNING
• 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 PlanningHow to manage a complex process
• Create a communications plan– http://technet.microsoft.com/en-us/library/cc288974.aspx
• Upgrade Group / Committee– Stakeholders– Server Admins– Database Admins– SharePoint Admins– Security Team– Designers– Developers– Site Owners– Site Users
• Customer Survey’s• Status updates• Unknown breeds unrest
• Closer to launch = more communication
Upgrade PlanningCustomer Communications
• 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
• Sample Worksheet– http://go.microsoft.com/fwlink/?LinkId=179928
Upgrade PlanningFarm / Customizations Surveys
• 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
• Test Your Upgrade Process - Visio Diagram
Upgrade PlanningUpgrade Testing / Customizations Testing
Will it work after Upgrade?
Upgrade PlanningUpgrade Testing / Customizations Testing
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 Authentication
Providers
Custom Services
Modified OOB Site
Definitions
Modified Databases
Modified OOB Features
• 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 PlanningEnvironment Cleanup
• Virtualization• Image / Snapshot base OS• Storage• Service Accounts• Service Applications• Use Wizards
Upgrade PlanningHardware Build-out
• 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 PlanningCustomizations Deployment
• 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 PlanningBackups Before Upgrade
Upgrade PlanningOperations Scheduling
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
Microsoft Benchmark operations schedule
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.
• 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 PlanningRollback / Restore Plan
• 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 PlanningPost-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
• Service Applications– User Profile
• Profile Image Store• Managed Metadata Properties
– Search• Managed Properties• Scopes
Upgrade PlanningPost-Upgrade Activities
• They WILL happen• Who receives support calls?
– Can they solve the problems?– Do they have permissions?– Escalation process
• Proactive vs. Reactive• Turn support calls into opportunities• Center of Excellence• Offer more than support … Training
Upgrade PlanningOngoing Support Calls
http://www.sharepointmn.com
UPGRADE CYCLE
• Read upgrade documentationLearn
• Use pre-upgrade checker command on existing environmentsPrepare
• Test upgrade using Beta 2 bits• Try proof of concept with current/upgraded customizationsTest
• Upgrade to O12 SP2 (with October 2009 CU a plus) *• Move to 64 bit hardware, operating system, and SQLImplement
• Find issues in BetaValidate
Upgrade Cycle
• Prerequisites - x64 hardware– SharePoint– SQL
• Common Issues– Customizations– Space
• Upgrade Methods– In-Place– DB Attach
Upgrade CycleLearn
• 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 CycleLearn
• Reconnect with users– 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 CyclePrepare
• 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)• 3rd Party Solutions Vendors migration strategy
– Shared Services Provider• Profile Import Connections
– IIS• Manual Bindings (SSL / Host Headers / IP Bindings)
Upgrade CyclePrepare
• Upgrade Strategy– Upgrade order
• SharePoint (different roles)• SQL
– Upgrade Operations– Downtime SLA limits– Rollback Plan
Upgrade CyclePrepare
• 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• 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 CyclePrepare
• 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-via-stsadm.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)
Upgrade CyclePrepare
• 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
Upgrade CycleTest
• 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 CycleImplement
• 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
Upgrade CycleValidate
http://www.sharepointmn.com
DEMO
Q & A
• Sean Livingston’s SPC09 presentations…• SPC09 Beta book• Microsoft TechNet – SharePoint Products• Visio Diagrams
– 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
References
A key element to your success.