Madrid, 10 de Octubre

What should be aware with upgrade migration to SharePoint 2013

Madrid, 10 de Octubre #IberianSPC

André LageSharePoint Architect

Datalynx AG

https://aaclage.blogspot.com

@aaclage

Madrid, 10 de Octubre #IberianSPC

What should be aware with upgrade migration to

SharePoint 2013

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¿Upgrade GoodPlanning Better!

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Upgrade Migration to SharePoint 2013

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Agenda

• Plan your Upgrade• Plan the layers of your Upgrade

• Network• Client side

• Prepare SharePoint 2010 Environment• Prepare SharePoint 2013 Environment• Migrate and Upgrade Databases• Site Collection Upgrade• Other Considerations• Question

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Plan your Upgrade

• Opportunity for your SharePoint Architecture• Create a Plan for all the process

• Milestones and Baselines• REVIEW YOUR PLAN MULTIPLE TIMES

• Define the Roadmap for the Upgrade• Define the Backup and a rollback process• Understand the business impact of the Upgrade Process and impact in other

Systems.• Internet Explorer has to be upgrade?• Office Version has to be upgrade?• Permissions?• Wan Connection?

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Plan the layers of your Upgrade

• Prepare/validate NetWork • Wan• Lan• Firewall• Routers

• Validate Client Side (PC/Laptop/Mobiles) • Operation System• WebDav• Software (Office Version)• Browser IE versions

• Migrate SharePoint 2013 • Communication• Training• Enviroment • Upgrade Databases• Upgrade Site Collections

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NetWork Validation

• Full Scale Network Diagram (Provider)• List of components• All the connections

• List of Network Devices (Brand/Model)• Metrics for Provided Excel• How many MB Data thru per Month• How many % of the total traffic of all company is going thru this connection• Definition of priorization

• Lan (Site A)|Firewall|DMZ(components) -- WAN (Provider) -- |DMZ|Firewall|Lan (Site B)

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Wan and Protocols

• Optimize TCP traffic• WAN optimization appliances• De duplication,Compression,Latency optimization,Caching/proxy...

• Validate OSI-Model (Protocol standard)• Validate OSI/Protocols and identify possible latency

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SharePoint Multi-Farm to Central Farm

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SharePoint Multi-Farm to Central Farm

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Client Side Validation

• Internet Explore Settings• Compatibility View• Security (Trusted)• Network Settings (Proxy/default??)

• Operation System • Services enable (Webdav)

• Microsoft Office • Versions• Connection to Sharepoint Data (Validate Speed traffic)• Authentication Issues

• Anti-virus

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Plan your Upgrade - Communication

• Communication to internal users and your partners• What will be Done

• A upgrade to SharePoint 2013• Clear Roadmap for each Public target• Define dates for training and transition

• Communicate major changes and improvements (UI, features, Office Web apps, App Solutions)• Reduce the panic

• The documents and data will continue in SharePoint. • (eg: url will maintain, look and feel of 2010 could maintain.. )

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Plan your Upgrade – Training

• Create internal training plans for all• Training and Plan with SharePoint Administrator/IT pro

• (Architecture/PowerShell)• Training SharePoint Support

• (First line of support)• Create SharePoint Lifecycle application

• Training End-users • (Manuals, Workshops, How to request support)

• Training for Developers • (What can do, where they can develop, what are the best practices )

• Training Consultants for the new Features and Information Architecture

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SharePoint 2010 Environment

• Review or Document Configurations your environment.• Service Applications• Farm Configurations

• Emails Server• AD Server

• Web Applications• Databases

• Alias Configuration• Large List• Language Packs

• SharePoint Version• Service Pack 1 + CU April 2012 or Service Pack 2

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SharePoint 2010 Environment and Clean-up• Review Farm Settings• Alternate Access Mapping, Quotas, Managed Paths, certificates

• Review Sites/Users/databases• Remove PowerPoint Broadcast Site (not supported)• Opportunity to reorganize your Information Architecture• Identify orphans items• Reorganization of Site Collections• Clean-up of Old Sites

• Archive• Delete

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SharePoint 2010 Claims-Based Identity• Upgrade SP2010 to use Claims-Based Identity and make the test.

SharePoint 2013 is all about Claims

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SharePoint 2010 Customizations

• Review or Document all custom Code and customizations in your environment.• Master Page/Page Layouts

• Validate possible Ghost and un-Ghost Pages • SharePoint Solution Packages

• Code Revision and validations (*MSOCAF)• Version reference (14)

• Web.config Modifications (Code/Manual!!!!)• Workflows• 3º Party Applications (e.g. Nintex/K2)

• Review impact and follow documentation for Upgrade

*MICROSOFT SHAREPOINT ONLINE CODE ANALYSIS FRAMEWORK

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SharePoint 2013 Pre-Requisites

• Prepare SharePoint Architecture and Server • Similar structure as SharePoint 2010• Prepare Server Hardware and Software

• Windows Server 2008 R2, Windows Server 2012• Windows Server 2012 R2 (Wait for the SharePoint 2013 SP1!!!!!!)

• SQL Server 2008 R2, SQL Server • Install Software Pre-requisites for SharePoint 2013• Plus additional Software for the Upgrade (e.g. Language Packs)

• Define Services Applications to be activated from the upgrade• New Services Applications can be activated

• Distributed Cache• Request Management• Access Service 2013• Office Web Apps 2013• Workflow Manager 1.0• App Management Service• Machine Translation Services

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SharePoint 2013 SQL Server

• Create Alias to SQL in SharePoint Environment • Define Strategies for the SQL Server• Configure Tempdb• Database file placement• Memory usage and MAXDOP (max degree of parallelism) • FileAutogrow Strategy• Working with large Databases

• Remote Blob Storage• Define Maintenance Jobs and Monitor

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Migrate and Upgrade Databases

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Prepare Databases

• Set the Content Databases to Read-Only • Backup the databases from SharePoint 2010• Content Databases• Service Applications Databases

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Migrate Databases

• Copy Databases from Old Server• Attach Database to New SQL Server

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Upgrade Service Databases

• Service Applications (Upgrade made by PowerShell)• Business Data Connectivity service• Managed Metadata service• PerformancePoint services• Search• Secure Store service• User Profile service (Export the encryption key for the User Profile service application)

http://technet.microsoft.com/en-us/library/ff607663.aspx

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Upgrade Content Databases

• Add SharePoint Customizations and Solutions in SharePoint Farm• Associate the correct WSP version (v14/v15)

• Content Database• Web Applications

• Group Policy• Crawl Account, Super and Read User

• Authentications and Settings• Attach Content databases To Web Applications

• Test-SPContentDatabase• Verify files and Features ID in Site Collection

• Mount-SPContentDatabase• Attach Customizations and SharePoint Solutions

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Issues with Test Content Databases

• Remove references to Feature ID• Remove files references• Remove old Web Parts• SharePoint Version of DB is not supported

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Site Collection Upgrade

• Run site collection health checks • Create an upgrade evaluation site collection• Upgrade a site collection

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Site collection health checks

• Report from SharePoint Site Collection for issues

• PowerShell can be executed to test Site Collection Site Health status

http://technet.microsoft.com/en-us/library/jj219720.aspx

Test-SPSite -Identity <SiteURL> [-Rule <RuleID>]

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Upgrade evaluation site collection

• Request Site Collection Evaluation• SharePoint Site or PowerShell

• Manage Upgrade NotificationsWeb Application:$wa=Get-SPWebApplication [URL] $wa.UpgradeReminderDelay $wa.UpgradeMaintenanceLink

Site Collection:Set-SPSite –Identity [URL] –AllowSelfServiceUpgrade <Option>

Request-SPUpgradeEvaluationSiteCollection -indentity

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Upgrade a site collection

• Validate temporary Site Collection and make the changes• Upgrade using Site Collections Browser or PowerShell Commands

Manage site collection upgrades to SharePoint 2013

Upgrade a Site Collection:Upgrade-SPSite http://<site name>/sites/testsite –VersionUpgrade

All Site Collections in Content Database:Get-SPSite -ContentDatabase WSS_Content -Limit All | Upgrade-SPSite –VersionUpgrade

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Other Considerations!!!

• Validate your SharePoint Jobs• Keep the coast Clear for “SharePoint Timer service” • Email Jobs (Immediate, daily, weekly..)• Information management policy• My Site cleanup• Deployment Job (Farm with Multiple Front Webs)• Taxonomy Update Scheduler “TaxonomyFieldAdded, TaxonomyTimerJobs”http://technet.microsoft.com/en-us/library/cc678870.aspx

• Review your Workflows for the New Workflow Services

Madrid, 10 de Octubre #IberianSPC

Q&A

Madrid, 10 de Octubre #IberianSPC

André LageSharePoint ArchitectSharePoint MVPDatalynx AG https://aaclage.blogspot.com @aaclage

GRACIAS POR SU ATENCIÓN

Madrid, 10 de Octubre

#IberianSPC