spshou - upgrading and migrating to sharepoint 2016 like a pro

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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 its 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 its 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 .



  • 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 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 dont need them, you may

    get warnings but they wont 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 Th