Joel Oleson
Sr. Architect
http://www.SharePointJoel.com
Quest Software
@joeloleson
Contributions from Sean Livingston
8+ Year SharePoint
Veteran
    5 Years in MS IT&Onli
    2 Years in SharePoint
    Product Team
    1 year independent
   ...
SharePoint boxes:
  64 bit Windows Server 2008
SQL Server:
 64 bit SQL 2005 & 2008
  Client
 IE 7, Firefox 3.11, Safari
 N...
Critical
   64K ACL more than 1800 accounts or security
   groups in a site collection
   Locked Sites
Warning:
   Lists o...
Orphaned sites, lists, objects
Remove Old Stale, Unused sites and site
collections
Remove Locks
Remove Missing/Unused feat...
You just rolled out Visual Studio 2008?
Plans for 2010…
Should you be be buying 64 bit mandatory
desktops now? YES!

Dev E...
Document environment
Farm structure
Review Hardware End of Life, plan for
upgrade capacity disk space, memory,
processor
I...
Hunting for Customizations
   Binaries (_layouts, features, 12hive- sitedef)
   Installation Dir
   GAC
   Homedir
   Solu...
Windiff
Beyond Compare
SPDiag (SP Admin Kit)
Preupgradecheck
Mike Watson’s – Quest Deployment Advisor
1.0
Scope and plan your upgrade
   Test your upgrade and estimate your upgrade duration
Review customizations
   Keep or decom...
Get all SharePoint servers to Service Pack
2 or later
While prescan.exe the WSS 2.0/SPS 2003
flipped a bit the PreUpgradeC...
Reports farm and server data
   Identifies useful farm information:
     Servers, databases, AAM
     Site definitions, fe...
STSADM –o preupgradecheck (autoincludes)
   MOSS – OssPreUpgradeCheck.xml
   WSS – WssPreUpgradeCheck.xml
Sites based on site template
Sites based on custom site definitions
Missing Features
List of AAMs
Large Lists (Wide, High ...
Information & Configuration Information
  Content Sources & Start addresses
  Topology +(SSPs), WSS Search Topology
  Serv...
Read-only databases (v3 SP2)

Parallel content database upgrades
  Parallel upgrade farms (v3)
In Place – Existing farm
Database Attach – New Farm
Examples
Site Template                       Features

Custom Web Part                     Solutions


Event Handler      ...
“Reset to Site Definition”
   Returns page to layout in site definition
   Reset all pages from site settings
   Within Sh...
Preupgradecheck HTML Report XML
Summary
B2B upgrade logs ULS & Preupgradecheck
Log files
  Logs are in
  Program FilesComm...
Desktop
 Browsers!
    IE 6 NOT Supported for Authoring
    “A standards based browser such as Internet
    Explorer 7, In...
Create a Hyper V 2008 64 bit copy of your
environment with all customizations with
SP2
Run PreUpgradeCheck on HyperV
envir...
Quest Solutions for SharePoint
                                                        Site Administrator for
            ...
www.quest.com/ANZsharepointtrialoffer
Code:SPJoelSA

www.quest.com/ANZrecoverytrialoffer
Code: SPJoelRM
Content DB orphans
   KB 918743 and KB 918744
   stsadm -o databaserepair -url http:/site -databasename
   DatabaseName
  ...
Migration and Upgrade Information for
SharePoint Developers
  http://msdn2.microsoft.com/en-us/office/aa905505.aspx

Migra...
Supportability
    2003 Best Practices to ensure upgradeability http://msdn2.microsoft.com/en-us/library/ms916859.aspx
   ...
Preparing for Upgrade to SharePoint 2010 Today
Preparing for Upgrade to SharePoint 2010 Today
Preparing for Upgrade to SharePoint 2010 Today
Preparing for Upgrade to SharePoint 2010 Today
Preparing for Upgrade to SharePoint 2010 Today
Preparing for Upgrade to SharePoint 2010 Today
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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
    http://sharepoint2010blog.blogspot.com/2010/01/upgrade-methods-in-sharepoint-2010.html (Shows different methods which can be used for upgrade with pros/cons of each)
    http://sharepoint2010blog.blogspot.com/2010/01/how-to-upgrade-to-sharepoint-2010-using.html (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: http://yrahhal.blogspot.com/2010/01/planning-for-upgrade-moss-2007-to.html

    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 http://www.SharePointJoel.com 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. www.quest.com/ANZsharepointtrialoffer Code:SPJoelSA www.quest.com/ANZrecoverytrialoffer 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 http://msdn2.microsoft.com/en-us/office/aa905505.aspx Migration and Upgrade Information for SharePoint Server (IT Pros) http://technet.microsoft.com/en-us/sharepointserver/bb421259.aspx Upgrade Documentation http://technet2.microsoft.com/Office/en-us/library/396c85d9-4b86-484e-9cc5-f6c4d725c5781033.mspx?mfr=true Upgrade Toolkit for Windows SharePoint Services Sites and Templates Guide http://www.microsoft.com/technet/solutionaccelerators/collaboration/default.mspx Upgrade in WSS SDK http://msdn2.microsoft.com/en-us/library/ms460185.aspx Fix your Orphans HotFixes repair content databases in Windows SharePoint Services http://support.microsoft.com/kb/918744 Spsadm.exe command line tool that you can use to clean up orphaned items in the configuration database in SharePoint Portal Server 2003 http://support.microsoft.com/kb/918742/
  27. 27. Supportability 2003 Best Practices to ensure upgradeability http://msdn2.microsoft.com/en-us/library/ms916859.aspx KB Article on Site Definition Supportability in 2003 http://support.microsoft.com/Default.aspx?id=898631 Supported and unsupported scenarios for working with custom site definitions and custom area definitions in Windows SharePoint Services and in SharePoint Portal Server 2003 http://support.microsoft.com/kb/898631/en-us Community Tools SharePoint Configuration Analyzer http://www.microsoft.com/downloads/details.aspx?FamilyID=918f8c18-89dc-4b47-82ca-34b393ea70e1&DisplayLang=en SharePoint Utility http://www.microsoft.com/sharepoint/downloads/components/detail.asp?a1=724 Managing SharePoint Products and Technologies Performance at Microsoft http://www.microsoft.com/technet/itshowcase/content/spsperfnote.mspx#ETKAE Microsoft SQL Server Report Pack for Microsoft Office SharePoint Portal Server 2003 http://www.microsoft.com/downloads/details.aspx?FamilyID=49159368-544b-4b09-8eed-4844b4e33d3d&DisplayLang=en Blogs Resources and Recommendations for Upgrading Site Definitions and Site Templates http://blogs.msdn.com/joelo/archive/2007/01/03/resources-and-recommendations-for-upgrading-site-definitions-and-site-templates.aspx Upgrade Content IT Pros may not have seen http://blogs.msdn.com/joelo/archive/2006/12/06/upgrade-content-it-pros-may-not-have-seen.aspx Other Upgrade Topics from Joel’s Blog http://blogs.msdn.com/joelo/archive/tags/Upgrade/default.aspx
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