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SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
SharePoint 2010 Summit  - Stress Free Migration
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SharePoint 2010 Summit - Stress Free Migration

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SharePoint Summit 2010 Presentation - Tips on how to migrate to SharePoint 2010 without the stress. Includes out of box SharePoint upgrade, tips on best practices, how to migrate custom functionality, …

SharePoint Summit 2010 Presentation - Tips on how to migrate to SharePoint 2010 without the stress. Includes out of box SharePoint upgrade, tips on best practices, how to migrate custom functionality, content, and data

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  • 1. Migrate to SharePoint 2010 – Stress Free!<br />Nick Kellett<br />Chief Technical Officer, StoneShare<br />
  • 2. 2<br />Agenda<br />A Little History<br />Common Migration Pains<br />SharePoint 2010 Technical Changes<br />Governance<br />Migration Options<br />Migration Tools and Utilities<br />The Migration Process<br />Recommendations<br />
  • 3. 3<br />A LittleHistory<br />2003 to 2007 Migration<br />Options: In Place, Gradual, Database Migration<br />Common problems: <br />Customizations and Ghosted Pages<br />Architecture changes<br />OOTB migration wasn’t granular enough<br />Third party tools<br />
  • 4. 4<br />Common Migration Pains<br />
  • 5. 5<br />SharePoint 2010 Technical Changes<br />Hardware Requirements<br />64x Architecture<br />Windows Server 2008 or Windows Server 2008 R2 64x<br />SQL Server 2005 SP3 or SQL Server 2008 SP1 64x<br />Architecture Changes<br />Service Applications – No more SSP!<br />Sandboxed Solutions<br />SharePoint Designer<br />STSAdm out, PowerShell in<br />No Internet Explorer 6 Support<br />
  • 6. 6<br />Governance<br />
  • 7. 7<br />SharePoint Governance<br />Centralized thought process<br />Structured approach to building and managing SharePoint<br />Provides staff with appropriate tools, training, support, and information<br />Characteristics:<br />Organization-specific<br />Team-driven: Governance Team, Tactical Teams<br />Disciplined and results-oriented approach<br />Requires good communication<br />
  • 8. 8<br />SharePoint GovernanceRequirements<br />Governance Site<br />Communications<br />Policies and Procedures<br />Training<br />Support<br />Taxonomy<br />Project Schedule<br />Communication<br />Support<br />Training<br />
  • 9. 9<br />Best Practices<br />Ideally Governance Predates SharePoint<br />Build a Governance Portal<br />Communicate Frequently <br />Identify and Support Champions<br />Evergreen your process<br />
  • 10. 10<br />Migration Options<br />
  • 11. 11<br />Migration Options<br />Types of Migration:<br />Content / Data<br />Functionality<br />Content Migration Options<br />In Place<br />Database Attach<br />Hybrid<br />Option 1 - Read-only Databases<br />Option 2 - Parallel Databases<br />
  • 12. 12<br />Migration Options – In Place<br />Upgrades your existing farm (if 64x)<br />Run Setup for SharePoint Server 2010 on Central Admin server<br />Run Setup on WFE and Application Servers<br />Run the SharePoint Products and Technologies Configuration Wizard on Central Admin to update config db, services, content dbs. Timer updates all site collections<br />Run the SharePoint Products and Technologies Configuration Wizard on WFE and App Servers<br />
  • 13. 13<br />Migration Options – DatabaseAttach<br />Install new 2010 Farm<br />Detach all content databases<br />Take old farm offline<br />Attach content databases to new 2010 farm<br />Automatic upgrade process occurs<br />
  • 14. 14<br />Migration Options – Hybrid 1<br />Database Attach with Read-only Databases<br />Setup 2010 Farm<br />Transfer all functionality to 2010 and test<br />Set 2007 content databases to Read-only<br />Detach content databases using SQL Server<br />Attach to 2010 Farm to get automatic upgrade<br />Test upgrade<br />Configure 2010 Farm to serve requests<br />Take 2007 Farm offline<br />
  • 15. 15<br />Migration Options – Hybrid 2<br />In-Place with Detach Databases<br />Detach content databases<br />Perform In-Place upgrade on existing 2007 farm and config database<br />Re-attach content databases to 2010 Farm to get automatic upgrade<br />Test upgrade<br />
  • 16. 16<br />Migration Options – Pros and Cons<br />In-Place <br />PRO: Does not require new hardware<br />PRO: Uses Existing Farm configurations<br />CON: Cannot serve requests from original farm<br />CON: No way to reverse if something goes wrong<br />Attach Databases<br />PRO: Can serve requests from 2007 farm while migration occurs<br />PRO: Can update multiple databases at once<br />PRO / CON: Requires new 2010 Farm and hardware<br />PRO / CON: You have to setup new Farm Configuration Settings<br />CON: Risk of new content being added to old Farm mid-migration<br />
  • 17. 17<br />Migration Options – Pros and Cons (cont.)<br />Hybrid 1 – Read-only Databases<br />PRO / CON: Requires new 2010 Farm and hardware<br />PRO: Can serve requests from existing farm<br />PRO: No risk of content being added mid-migration<br />CON: Prevents content from being updated until migration complete<br />Hybrid 2 – Detach Databases (In Place With Database Detach)<br />CON: Cannot serve requests from original farm<br />PRO: Does not require new hardware<br />PRO: Can upgrade multiple databases at once for faster upgrade <br />
  • 18. 18<br />Migration - Functionality<br />Feature Upgrade<br />Do you need old functionality?<br />Recompile custom code to 64x if possible<br />Third Party Products<br />
  • 19. 19<br />Migration – Tools and Utilities<br />Preupgrade check<br />PowerShelltest-spcontentdatabasecmdlet<br />Visual Upgrade<br />Major Vendors migration tools<br />Administrator and Vendor Utilities<br />
  • 20. 20<br />Migration Process<br />
  • 21. 21<br />Migration – The Migration Process<br />Restructure Farm?<br />Pre-Migration Checklist<br />1…n Test Migrations<br />Production Migration<br />Final steps<br />
  • 22. 22<br />Migration – Restructuring<br />This is a good opportunity to restructure your farm<br />Use mergedb to consolidate site collections into one content database<br />Use backup / restore to move site collections around<br />Use Third Party Tools to restructure:<br />Web Application, Site Collections, and Site Layouts<br />Navigation<br />Content <br />
  • 23. 23<br />Migration – Restructuring<br />This is a good opportunity to restructure your farm<br />Use mergedb to consolidate site collections into one content database<br />Use backup / restore to move site collections around<br />Use Third Party Tools to restructure:<br />Web Application, Site Collections, and Site Layouts<br />Navigation<br />Content <br />
  • 24. 24<br />Migration – To 64x<br />
  • 25. 25<br />Migration – Pre-Upgrade Checker<br />STSADM.EXE -o preupgradecheck [[-rulefiles "rule file name"] | [-listrulefiles]] [-localonly]<br />The Checker Lists:<br />All servers and components in the farm, and whether the servers meet requirements for upgrading<br />Alternate access mapping URLs<br />Site definitions, site templates, features, and language packs<br />Unsupported farm customizations (such as database schema modifications)<br />Any database or site orphans in the farm <br />Missing or invalid configuration settings in the farm (such as Web.config file, invalid host names, or invalid service accounts)<br />Whether the databases meet requirements for upgrade<br />
  • 26. 26<br />Migration – 1..n Test Migrations<br />Setup Test environment<br />Create database copy of real content<br />Migrate using the chosen approach<br />Check the Log Files<br />%COMMONPROGRAMFILES%Microsoft SharedWeb server extensions14LOGS<br />PSCDiagnostics_<br />Upgrade- .log and .err files<br />Test Data<br />Test Functionality<br />Test Visual Upgrade on site collections<br />Identify and fix problems<br />
  • 27. 27<br />Migration – Fixes<br />Turn off features or functionality you don’t need<br />Delete orphans<br />stsadm -o databaserepair -url http://<URL_of_WindowsSharePointServices_Site> -databasename <name of database that contains the orphan item> [-deletecorruption]<br />To view status of each web app:stsadm -o localupgradestatuson each web app<br />To resume upgrade on skipped web apps:PowerShellupgrade-spcontentdatabase -id <GUID><br />
  • 28. 28<br />Migration – Production<br />Setup production environment<br />Migrate using the chosen approach<br />Test Data<br />Test Functionality<br />Use Visual Upgrade on site collections<br />Switch over requests to new farm (if required)<br />
  • 29. 29<br />Wrapup<br />
  • 30. 30<br />Recommendations<br />Plan and Govern Early<br />Audit your content and functionality<br />Consider restructuring<br />Virtualize<br />Build SharePoint 2010 Farm for testing<br />Test with copy of real content <br />Deploy all functionality to test farm<br />Preferred Option: Hybrid Migration – Read-only Databases<br />“Best of the worst” options: Hybrid 2 – Database Detach with Parallel Databases<br />
  • 31. 31<br />Migration – Migration Resources<br />Upgrade and Migration Resource Center for Microsoft SharePoint Server 2010 (http://technet.microsoft.com/en-us/sharepoint/ee517214.aspx)<br />Jie Li’s Blog: Upgrade Prerequisites Links: (http://blogs.msdn.com/opal/archive/2009/10/25/sharepoint-2010-pre-requisites-download-links.aspx)<br />Migrating an Existing 2007 Farm to 64x: (http://technet.microsoft.com/en-us/library/dd622865.aspx?ppud=4) <br />
  • 32. 32<br />Migration – Wrapup<br />Questions?<br />Email: nkellett@stoneshare.com<br />Blog: http://planetmoss.blogspot.com<br />www.linkedin.com/in/nicholaskellett<br />www.stoneshare.com<br />Thank You!<br />

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