Practical Guidance for SharePoint 2010 Upgrade
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Practical Guidance for SharePoint 2010 Upgrade



SharePoint 2010 upgrade can be a daunting task. This session attempts to simplify while drilling into techniques and approaches and tactics to better execute upgrade and its methods.

SharePoint 2010 upgrade can be a daunting task. This session attempts to simplify while drilling into techniques and approaches and tactics to better execute upgrade and its methods.



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    Practical Guidance for SharePoint 2010 Upgrade Practical Guidance for SharePoint 2010 Upgrade Presentation Transcript

    • Practical Guidance for Your SharePoint 2010 Upgrade: It’s Not Just Going from Point A to Point B
      Joel Oleson
      Sr. Product Architect
      Quest Software
      Contributions: Sean Livingston
    • SharePoint 2007 vs. 2010: Should I stay or Should I go?!!
    • Upgrade Cycle: Overview
    • Prerequisites
      Common issues
      • 64 bit only
      • Operating System
      • SQL server
      • Missing dependencies
      • UI changes
      • Lack of space
      • Forms Authentication Providers
      Upgrade methods
      Downtime mitigation
      • In-Place
      • Database Attach
      • Content
      • Profile
      • Project
      • WID to SQL Migration
      • Read-only content databases
      • Parallel upgrades:
      • Multiple temporary farms
      • Parallel database attach
      • AAM redirection
      Upgrade Cycle: Learn
    • Upgrade Cycle: Test
    • Upgrade Cycle: Implement
    • Upgrade Overview
      Drill Down on Binary Upgrade Methods
      Windows PowerShell Upgrade Cmdlets
      Approaches to Upgrade
      Dev - Feature Upgrade
      Visual Upgrade
      Patch Management
      Downtime Mitigation Processes:
      Parallel Upgrade Pipelines
      Content DB Upgrade with AAM Redirection
      Upgrade Status Reporting
      Upgrade Logging
      Read-only DB Support
      Simplified Upgrade Methods
      Gradual Upgrade
      Side By Side Installation
    • Upgrade Cycle: Validate
    • Drill down
    • Learning from PreUpgradeCheck
    • SharePoint PreUpgradeCheck Report
    • Test-SPContentDatabase
    • Attaching Database to SP2010 Farm
    • Insight on Upgrade
      Binary Upgrade
      In Place (New No Timeout, Continue on failures)
      Database Attach (New parallel Db upgrade, progress in CA & better logs)
      Visual Upgrade
      Not required until next version
      Separate process
      You decide when & how!
      Often delegated
    • Binary Upgraded Site: Preview Visuals – Sneak Peak Screenshot
    • In-Place Upgrade
      All-at-once upgrade
      Must upgrade the whole farm at one time
      Cannot intermingle SP 2007 and SP2010 in same farm
      Schedule downtime
      Simplest approach, but *most risky*!
      No going back
      Resume Upgrade if problems occur
      Run Test-SPContentDatabase from SP 2010 farm against databases
      Do a full farm backup before you start!
    • 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 as 2 step gradual visual upgrade
      Use Test-SPContentDatabase (PowerShellcmdlet) to test database first
      To attach
      Upgrade-SPContentDatabase (PowerShell)
      Addcontentdb operation (STSADM)
      Parallel database upgrades are possible
    • 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
    • Unsupported Upgrade Methods
      Unsupported Scenarios
      Upgrade from earlier than WSS v3 SP2/MOSS 2007 SP2 (Requires SP2, but Oct CU or later is preferred)
      Direct upgrade from WSS v2/SPS 2003 or earlier
      Side by side installation
      Gradual upgrade
      Third party tools like Quest Software Migration Manager will have support for Upgrade from 2003
    • Insights
    • 2010 Upgrade PhilosophyWhat were we thinking
      Detect issues early
      Provide O12 tools to admins
      Report critical issues at start of upgrade
      Keep the administrator informed
      No data loss
      Keep content and settings
      Minimize downtime
      Downtime mitigation processes
      Continue when possible
      Be reentrant
      Upgrade should not be catch 22
    • Upgrade PerformanceWhy prediction is difficult
      Database Shape Centric
      # Site Collections
      # Webs
      # Lists
      # Document Versions
      Document Versions Size
      # Documents
      # Links
      Overall DB Size
      Hardware Centric
      SQL Disk I/O per second
      SQL Database to disk layout
      SQL Temp DB optimizations
      SQL CPU & Memory
      WFE CPU & Memory
      Network Bandwidth & latency
    • Common Upgrade Failure Issues & Recovery
      Determine cause of failure
      Status Page & Upgrade Logs:
      Program FilesCommon FilesMicrosoft SharedWeb Server Extensions12Logs
      Error log
      Full upgrade log
      Customizations Management Commands:
      stsadm -o EnumAllWebs
      Fix issue(s)
      Install missing or updated customizations
      Activate missing services; farm, web app settings
      Resume upgrade
      Farm upgrade command
      Content database specific upgrade command
      Service specific upgrade commands
    • Upgrade TestingWhat are you looking for in a test?
      Upgrade Issues
      Long, Wide lists
      Modified databases
      Authentication providers
      Test server side customizations
      Verify in both Upgrade modes including visual
      Consider read only preview
      Similar hardware
      Use real datasets
      Don’t ignore warnings
    • Upgrade InternalsDetails
      V2V upgrade DBs set to simple recovery
      DB growth during upgrade:
      Versions and indexes; SQL logs
      Shrink DBs after upgrade; not automatic
      SQL timeouts:
      Removed command timeouts (query time)
      Retained connection timeouts
      SetupPath fallback logic
      Object locking during upgrade:
      Maintained in config DB
      Automatic removal of stale locks (2 minutes)
    • Upgrade Strategies
    • Read-Only Content DatabasesReducing perceived downtime
      Not just for upgrade or patching
      Manually initiated process
      Read-only locking:
      Content remains static
      SQL controls read-only lock status
      SharePoint promotes SQL lock to site lock
      UI Trimming enforced by site lock
      Upgrade copy of database on different farm
    • Windows PowerShell Upgrade Cmdlets
      Discover and Document issues 2007/2010
      Common Scenarios:
      Initiate/resume content database B2B upgrades
      Resume failed content database V2V upgrades
      Search Service Application Instance
      O12 SSO data to Secure Store database
    • 1. In Place - Binary Approach to Upgrade
      Caution: Not recommended for most deployments…
    • 2. DB Attach- Binary Approach to Upgrade
      Recommended for most deployments…
    • Binary Approaches to Upgrade - Hybrid
    • Downtime Mitigation Processes
      Read-only databases
      Parallel upgrade farms
      Single farm, multiple upgrade sessions
      Content database attach with AAM redirection
    • 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
    • Visual Upgrade Capability
      Stay in O12 UI (default) or move to O14 UI
      O14 ships O12 Master pages and CSS
      UI Preview capability
      Farm admin or site admin controlled
      Web level setting and OM
      Some items not O12 UI compatible:
      My site host
      PWA site collection
      Report Server web parts
    • Visual Upgrade Caution
      No Visual backward compatible UI for My Sites
      Database Attach into My Site Host
      In place upgrade your My Site Host
      Other Services UI may be impacted
      Project Web Access site collection
      Reporting Server web parts
    • Depreciation
      Performance Point – Included in SharePoint 2010 Enterprise
      My Site Host Redesign – No visual upgrade for my sites
      Side by Side Installation - Gradual Upgrade
      SSP Admin UI – Any work you did on either the SSP Admin Site Collection or the Central Admin site has changed. 
      Admin task list and other CA lists
      Document Discussions is deprecated.  Not very common.
      Deprecated Templates
      SSP Admin Site
      Great Plains (STSPKPL (Plus Pack)
      References: Deprecation of Features in SharePoint 2010
    • What about Custom Site Definitions?
      Most custom site definitions from v3 should continue to work unmodified while in v3 UI mode of Visual Upgrade. However depending on what is in that site definition, a person may still want to do more featurization or other definition refactoring, which is where the upgrade definition file comes in handy. As always, test the existing definition against an upgraded server in both UI modes
      - Sean Livingston, Upgrade PM
    • Dev - Feature Upgrade Capability
      Optional Capability
      Declarative Feature Upgrade Activities:
      Custom Code Feature Upgrade
      CustomUpgradeAction Activity
      Assembly in GAC
    • Upgrade PlanningHow to manage a complex process – PMs Matter A LOT!
      Customer Communications
      Farm/Customizations Surveys
      Upgrade/Customizations Testing
      Environment Cleanup
      Hardware Build-out
      Customizations Deployment
      Backups Before Upgrade
      Operations Scheduling
      Rollback/Restore Plan
      Post-Upgrade Activities
      Ongoing Support Calls
    • What can I do today to prepare?
      Work towards 64-bit server environments
      Upgrade to Service Pack 2 (SP2)
      Review and identify your customisations
      Cleanup as much as possible
      Verify custom solutions work and deploy in 2010
      Optimise your large lists
      Optimise your content databases
      Run PreUpgradeCheck that’s part of SP2
    • Announcing FREE!
      Quest Reports For SharePoint
    • Quest Solutions for SharePoint
      Site Administrator for SharePoint
      Understand, manage and secure your SharePoint environment
      Quest SQL Server Solutions
      Maximize SQL Server performance while simplifying tasks and providing visibility and control
      Quest Web Parts
      Enable rapid development
      of SharePoint applications
      Recovery Manager for SharePoint
      Granular SharePoint recovery for enterprise-level needs
      Migration Manager for SharePoint
      SharePoint to SharePoint migration
      File Migrator for SharePoint
      File shares to SharePoint migration
      Public Folder Migrator for SharePoint
      Exchange Public Folders to SharePoint migration
      Notes Migrator for SharePoint
      Notes application content to SharePoint migration
    • Technology Responsibilities
      Toughest Challenges
      User Provisioning/de-provisioning
      Delegation of Admin Rights
      Compliance Reporting
      Disaster Recovery
      Technology Used / Deployed
      • 99% MS Server OS
      • 90% Management Frameworks
      • 55% - MOM
      • 27% - HP OpenView
      • 21% - IBM Tivoli
      • 87% Exchange
      • 74% SharePoint
      Source: DEC 2008 Attendee Survey Whitepaper
    • Thank You!
    • Q&A
    • Additional Resources
      Slides:Preparing for Upgrade to SharePoint 2010 Today
      Article:Preparing for SharePoint 2010 Upgrade Today 
      Upgrade Resources:!
      SharePoint 2010 Upgrade Resource Centers
      Upgrade and migration resource center for SharePoint Foundation 2010 - TechNet
      Upgrade and migration resource center for SharePoint Server 2010 – TechNet
      SharePoint 2010 Upgrade Resource Center – MSDN - Community driven wiki based SharePoint 2010 Upgrade resources