Preparing for Upgrade to SharePoint 2010 Today


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Preparing For Upgrade to SharePoint 2010 Today, Joel Oleson

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  • Thanks man , you have done good work . keep the spirit going.
    Free SharePoint 2010 Migrator tool
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  • Great Presentation. there is also some good material on the Upgrade on the following links (Shows different methods which can be used for upgrade with pros/cons of each) (Shows a step by step guide on how to upgrade using Database attach method)
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  • Refere to My Post, good information about the upgrade:

    Yaseen Rahhal
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  • many many thanks Joel...Keep it up [the pace...]
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  • Thanks - good info. Though clearly you are not PowerPoint Joel :)
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Preparing for Upgrade to SharePoint 2010 Today

  1. 1. Joel Oleson Sr. Architect Quest Software @joeloleson Contributions from Sean Livingston
  2. 2. 8+ Year SharePoint Veteran 5 Years in MS IT&Onli 2 Years in SharePoint Product Team 1 year independent Quest Sr. SharePoint Architect Loves to Travel 4 SharePoint: 40+ Countries Ate Kangaroo King of King Park
  3. 3. SharePoint boxes: 64 bit Windows Server 2008 SQL Server: 64 bit SQL 2005 & 2008 Client IE 7, Firefox 3.11, Safari NO IE 6!
  4. 4. Critical 64K ACL more than 1800 accounts or security groups in a site collection Locked Sites Warning: Lists over 5000 not optimized (indexed columns optimized query/view) Site Collections at or near quota Joel Recommendation Databases less than 100GB Single Site Collection less than 15GB (when combined with other site collections)
  5. 5. Orphaned sites, lists, objects Remove Old Stale, Unused sites and site collections Remove Locks Remove Missing/Unused features (check dependencies) Add features that are missing that should be there Finalizing upgrade for Gradual Upgrade Cleaning up legacy upgrade issues (customizations/unghosting)
  6. 6. You just rolled out Visual Studio 2008? Plans for 2010… Should you be be buying 64 bit mandatory desktops now? YES! Dev Environment Remote, VM/image Local development
  7. 7. Document environment Farm structure Review Hardware End of Life, plan for upgrade capacity disk space, memory, processor Identify Customizations Plan upgrade strategy Farm/Topology/Services upgrade order/plan Operations Steps Downtime limits / mitigation plan Communication Plan Schedule
  8. 8. Hunting for Customizations Binaries (_layouts, features, 12hive- sitedef) Installation Dir GAC Homedir Solutions Add/Remove Programs Don’t forget timer jobs Event receivers HTTP handlers & IIS customizations Third Party installations: work with third party for upgrade guidance)
  9. 9. Windiff Beyond Compare SPDiag (SP Admin Kit) Preupgradecheck Mike Watson’s – Quest Deployment Advisor 1.0
  10. 10. Scope and plan your upgrade Test your upgrade and estimate your upgrade duration Review customizations Keep or decommission customizations Cleanup Remove orphans, increase close quotas, remove locks Service offering Redesign, training, communication plan
  11. 11. Get all SharePoint servers to Service Pack 2 or later While prescan.exe the WSS 2.0/SPS 2003 flipped a bit the PreUpgradeCheck does NOT Write.
  12. 12. Reports farm and server data Identifies useful farm information: Servers, databases, AAM Site definitions, features, language packs Identifies current or potential issues Data orphans CAML views/CAML content types Modified content databases Modes Local server + farm databases (default) Local server only Makes no changes to environment/data
  13. 13. STSADM –o preupgradecheck (autoincludes) MOSS – OssPreUpgradeCheck.xml WSS – WssPreUpgradeCheck.xml
  14. 14. Sites based on site template Sites based on custom site definitions Missing Features List of AAMs Large Lists (Wide, High Count) Content & Site Orphans Custom Web Parts Language packs (Are you using the Fab 40 templates?)
  15. 15. Information & Configuration Information Content Sources & Start addresses Topology +(SSPs), WSS Search Topology Servers (Not including SQL) Upgrade Types AAMs, Lists & Libraries Important (Customizations & Dependencies) Site Definition (Listed & Missing) Installed Language Pack Features Custom List Views & Custom Field Types,
  16. 16. Read-only databases (v3 SP2) Parallel content database upgrades Parallel upgrade farms (v3)
  17. 17. In Place – Existing farm Database Attach – New Farm
  18. 18. Examples Site Template Features Custom Web Part Solutions Event Handler Content Types Un-ghosted Page Master Pages Themes and Style sheets User Controls Custom Site Definition Jquery assets Code or pages in /_Layouts List Definition Inclusions/Exclusions AAMs Add-ons Workflow, Server Controls Third Party Solutions
  19. 19. “Reset to Site Definition” Returns page to layout in site definition Reset all pages from site settings Within SharePoint Designer you can reset a single page
  20. 20. Preupgradecheck HTML Report XML Summary B2B upgrade logs ULS & Preupgradecheck Log files Logs are in Program FilesCommon FilesMicrosoft Shared Web Server Extensions12Logs %temp% Worker process logs Watch the Event Viewer
  21. 21. Desktop Browsers! IE 6 NOT Supported for Authoring “A standards based browser such as Internet Explorer 7, Internet Explorer 8 or Firefox 3.x will be required to author content.” Office Client Upgrade plans Are you using Office 2007 yet? Getting Ready for 2010? Are you using *Free* SharePoint Designer 2007? Plan for SharePoint Workspace…
  22. 22. Create a Hyper V 2008 64 bit copy of your environment with all customizations with SP2 Run PreUpgradeCheck on HyperV environment Cleanup data and structures Test upgrade with Tech Preview or Public Beta (When available) Set Governance Policies around supportability today to manage (features/site definitions) WSPs & features over site definitions
  23. 23. Quest Solutions for SharePoint Site Administrator for SharePoint Discover, Quest SQL Server Solutions understand and manage your Maximize SQL Server SharePoint environment performance while simplifying tasks and providing visibility and control Quest Web Parts Enable rapid development Recovery Manager for of SharePoint SharePoint applications Granular SharePoint recovery for enterprise-level needs Migration Manager for SharePoint Public Folder Migrator for SharePoint SharePoint 2003 to 2007 migration Exchange Public Folders to SharePoint m File Migrator for SharePoint Notes Migrator for SharePoint File shares to SharePoint migration Notes application content to SharePoint m 26
  24. 24. Code:SPJoelSA Code: SPJoelRM
  25. 25. Content DB orphans KB 918743 and KB 918744 stsadm -o databaserepair -url http:/site -databasename DatabaseName stsadm -o databaserepair -url http://site -databasename DatabaseName –deletecorruption Config DB orphans KB 918742 spsadm –o repairorphans –url http://site Windows SharePoint Services Config DB orphans Remove and then reattach the content databases on the virtual server DON’T FORGET PREPARETOMOVE STSADM
  26. 26. Migration and Upgrade Information for SharePoint Developers Migration and Upgrade Information for SharePoint Server (IT Pros) Upgrade Documentation Upgrade Toolkit for Windows SharePoint Services Sites and Templates Guide Upgrade in WSS SDK Fix your Orphans HotFixes repair content databases in Windows SharePoint Services Spsadm.exe command line tool that you can use to clean up orphaned items in the configuration database in SharePoint Portal Server 2003
  27. 27. Supportability 2003 Best Practices to ensure upgradeability KB Article on Site Definition Supportability in 2003 Supported and unsupported scenarios for working with custom site definitions and custom area definitions in Windows SharePoint Services and in SharePoint Portal Server 2003 Community Tools SharePoint Configuration Analyzer SharePoint Utility Managing SharePoint Products and Technologies Performance at Microsoft Microsoft SQL Server Report Pack for Microsoft Office SharePoint Portal Server 2003 Blogs Resources and Recommendations for Upgrading Site Definitions and Site Templates Upgrade Content IT Pros may not have seen Other Upgrade Topics from Joel’s Blog