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What should be aware with upgrade migration to SharePoint 2013 …

What should be aware with upgrade migration to SharePoint 2013

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  • 1. What should be aware with upgrade migration to SharePoint 2013
  • 2. André Lage SharePoint Architect Datalynx AG https://aaclage.blogspot.com @aaclage
  • 3. What should be aware with upgrade migration to SharePoint 2013
  • 4. ¿Upgrade Good Planning Better!
  • 5. Upgrade Migration to SharePoint 2013
  • 6. 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
  • 7. 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?
  • 8. 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
  • 9. 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)
  • 10. 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
  • 11. SharePoint Multi-Farm to Central Farm
  • 12. SharePoint Multi-Farm to Central Farm
  • 13. 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
  • 14. 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.. )
  • 15. 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
  • 16. 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
  • 17. 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
  • 18. SharePoint 2010 Claims-Based Identity • Upgrade SP2010 to use Claims-Based Identity and make the test. SharePoint 2013 is all about Claims
  • 19. 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
  • 20. 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
  • 21. 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
  • 22. Migrate and Upgrade Databases
  • 23. Prepare Databases • Set the Content Databases to Read-Only • Backup the databases from SharePoint 2010 • Content Databases • Service Applications Databases
  • 24. Migrate Databases • Copy Databases from Old Server • Attach Database to New SQL Server
  • 25. 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
  • 26. 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
  • 27. Issues with Test Content Databases • Remove references to Feature ID • Remove files references • Remove old Web Parts • SharePoint Version of DB is not supported
  • 28. Site Collection Upgrade • Run site collection health checks • Create an upgrade evaluation site collection • Upgrade a site collection
  • 29. Site collection health checks • Report from SharePoint Site Collection for issues • PowerShell can be executed to test Site Collection Site Health status Test-SPSite -Identity <SiteURL> [-Rule <RuleID>] http://technet.microsoft.com/en-us/library/jj219720.aspx
  • 30. Upgrade evaluation site collection • Request Site Collection Evaluation • SharePoint Site or PowerShell Request-SPUpgradeEvaluationSiteCollection -indentity • Manage Upgrade Notifications Web Application: $wa=Get-SPWebApplication [URL] $wa.UpgradeReminderDelay $wa.UpgradeMaintenanceLink Site Collection: Set-SPSite –Identity [URL] –AllowSelfServiceUpgrade <Option>
  • 31. Upgrade a site collection • Validate temporary Site Collection and make the changes • Upgrade using Site Collections Browser or PowerShell Commands 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 Manage site collection upgrades to SharePoint 2013
  • 32. 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
  • 33. Q&A
  • 34. GRACIAS POR SU ATENCIÓN André Lage SharePoint Architect SharePoint MVP Datalynx AG https://aaclage.blogspot.com @aaclage