tec2010 sharepoint 2010 upgrade
DESCRIPTION
SharePoint 2010 Upgrade Strategies and Insights session delievered at TEC 2010 in Europe.TRANSCRIPT
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Best Practices for SharePoint 2010 UpgradeJoel Oleson
Sr. Architect
Quest Software
@joeloleson
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10 Years of SharePoint
SharePoint Product Architect, Evangelist & Strategy @ Quest
Who is SharePoint Joel?
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SharePointJoel.com
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Upgrade
Learn
Prepare
TestImplement
Validate
BeforeDuring & After
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Pre Upgrade
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SharePoint 2010 Requirements
• SharePoint 2007 SP2 Update (Recent CU or at least October highly recommended)
• 64 bit operating system for application servers– Windows Server 2008 or 2008 R2 + SP & Hotfixes
included in PreReq Installer
• 64 bit SQL Server– 2008 R2+, 2008 SP1 CU5 or later, 2005 SP3 CU5 or
later***
• Virtualization is supported and very common
*** Upgrade or Installation will fail w/o proper CU
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Running PreUpgradeCheck (in SP2007 Sp2)
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PreUpgradeCheck Failed Report (snippets)
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Test-SPContentDatabase
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Upgrade
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Insight on Upgrade
• Binary Upgrade– In Place - New Timeout, Resume on failures– Database Attach - New Parallel, Progress
Indicator
• Visual Upgrade– Separate process– Delegation by default
Binary Upgrade
Visual Upgrade
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In-Place Upgrade
• All-at-once upgrade– Must upgrade the whole farm at one time– No SP 2007 and SP2010 in same farm– Schedule downtime
• Simplest approach, but *most risky*!– No going back
• Resume Upgrade if problems occur• Recommendations
– Run Test-SPContentDatabase from SP 2010 farm against databases
– Do a full farm backup before you start!
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Pre Requisite Installer
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In Place Upgrade - Install
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In Place - Binary Approach to Upgrade
Pre-Upgrade
Check 2007 farm
Fix Issues
Upgrade Binaries with In place
(Setup)
Fix Issues Visual Upgrade Verify
Caution: Not recommended for most deployments…
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Why I don’t recommend In-Place Alone
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Database Attach Upgrade• Safer, Requires more planning (A good thing)• Upgrade is done on a separate 2010 farm
– Done database-by-database – Can be used with 2nd step visual upgrade
• Use Test-SPContentDatabase (PowerShell cmdlet) to test database first
• To attach– Mount-SPContentDatabase (PowerShell)– STSADM –o Addcontentdb operation
• Parallel database upgrades are possible
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DEMO
• Test-SpContentDatabase• Mount-SpContentDatabase• Upgrade Status
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Attaching Database to SP2010 Farm
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Central Admin Upgrade Status
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No Brainer - Read-Only Database Strategy
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DB Attach - Binary Approach to Upgrade
PreUpgradeCheck
on SP2007
farm
Fix issues
Create Destination farmUpgrade Services(consider in-place)
Test-SPContentDataba
ses
Add solutions
/Fix issues
Set ReadonlyDatabase
Attach Content
Databases
Visual Upgrade
Recommended for most deployments…
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Visual Upgrade
• Stay in 2007 (default) or move to 2010 UI– 2010 ships 2007 Master pages and CSS– UI Preview capability
• Farm admin or site admin controlled– Web level setting
• Some items not 2007 UI compatible– My site host– PWA site collection– Report Server web parts
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Post Binary Upgraded Site: Preview Visuals
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Visual Upgrade Options
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What about the Fabulous 40 Application Templates?
• What do you want to do?– I want to continue using them
• Install Upgraded Templates - Fab 40 on Destination farm
• Convert Templates - .STP to .WSP
– I want to remove them• Remove the .stp (Remove the template)• Export lists or use third party tools to move into
OOB Site Defs
– http://bit.ly/dhQUjd
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Upgrade Strategies
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PowerShell Upgrade CmdletsTest-SPContentDatabase• Discover and Document issues 2007/2010
Mount-SPContentDatabase• Initiate Content database B2B/V2V upgrade
Upgrade-SPContentDatabase• Resume Content database B2B/V2V upgrade
Upgrade-SPEnterpriseSearchServiceApplication• Search Service Application Instance
Upgrade-SPSingleSignOnDatabase• O12 SSO data to Secure Store database
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Hybrid Upgrade Considerations
• Best of In Place– Configuration database– Site Definitions may be upgraded– Easier SSP -> Service App Upgrade
• Best of Database Attach– Fast with multi database parallel upgrade
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Consider a Hybrid Upgrade
Make a copy of
the farm
Set databases Read-Only on Source
Upgrade Binaries/ Services with In Place
upgrade on
Secondary
Test-SPContentDatabases
Database Attach
Content Databases in Parallel
Visual Upgrade
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Decisions???
• Customized?• Uptime?• New Hardware
Extra?• Hardware Ready?• Virtual/Rollback?• MSDE/SQL Express?
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SSP to Service App
• Each SSP upgrades into:– A Search service app– A User Profiles service app– An Excel service app– An App Registry back-compat service app
• New Services can be activated/added
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Visual Upgrade Strategies
• Upgrade the UI at the same time– psconfig.exe –cmd upgrade –
preserveolduserexperience false– Updateuserexperience parameter of the
Mount-SPContentDatabase or STSADM
• Stager Upgrade (Hide UI)– Post Upgrade: Site Settings | Site Collection
Administration | Supported User Experiences
• Delegate UI Upgrade (Default)• psconfig.exe –cmd upgrade –
preserveolduserexperience true
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In Place Upgrade - Visual Upgrade Decisions…
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Troubleshooting/Common Issues
• Missing server-side files or customizations, such as features or Web Parts
• Configuration issues in the server farm, Web application, or services, such as managed paths or services that are not started
• Additional issues in sites discovered on a site-by-site basis, starting with high-impact, high-profile sites
• Disk Space or CPU/Memory Constraints• Don’t forget Forms to Claims• Profile Import & FIM (CU has fixes, security
requirement)
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Released to the Web
• SharePoint 2010: Best Practices for Upgrading and Migrating– Get Prescriptive guidance on
Upgrade Methods– Drill deep into assessment
tools– Compare Migration tools– Save yourself time
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Why Consider third party tools?
• Getting out of customizations…• Quest Migration Manager
– 2003 to 2010 with post Migration Sync– 2007 to 2010 in beta
• Notes to SharePoint Migrations
www.quest.com
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Thank you!
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Learn More about SharePoint 2010
Information forIT Prosat TechNet
http://MSSharePointITPro.com
Information forDevelopers
at MSDNhttp://MSSharePointDeveloper.com
Information forEveryone
http://SharePoint.Microsoft.com