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    SharePoint 2010 Upgrade Best Practices Croatia SharePoint 2010 Upgrade Best Practices Croatia Presentation Transcript

    • Upgrading to SharePoint 2010
      Joel Oleson
      SharePoint Architect
      Quest Software
    • Who is SharePoint Joel?
      9+ Year SharePoint Veteran
      5 Years in MS IT & Online
      2 Years in SharePoint Product Team
      Product Architect for Deployment Advisor
      Sr. SharePoint Architect
      SharePoint Product Architect & Strategy @ Quest
    • Upgrade Cycle: Overview
    • Pre Upgrade
    • SharePoint 2010 Requirements
      SharePoint 2007 SP2 Update (December CU recommended)
      64 bit operating system for application servers
      Windows Server 2008 or 2008 R2
      64 bit SQL Server
      SQL 2005 SP3 CU3/2008 SP1 CU2/2008 R2
      For Development environments
      64-bit Vista SP1 and Windows 7
      Virtualization is supported and very common
    • Learning from PreUpgradeCheck
    • PreUpgradeCheck Failed Report (snippets)
    • SharePoint PreUpgradeCheck Report
    • Test-SPContentDatabase
    • Upgrade
    • Insight on Upgrade
      Binary Upgrade
      In Place - New Timeout, Resume on failures
      Database Attach - New Parallel, Progress Indicator
      Visual Upgrade
      Separate process
      Delegation by default
    • In-Place Upgrade
      All-at-once upgrade
      Must upgrade the whole farm at one time
      No 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!
    • 1. In Place - Binary Approach to Upgrade
      Caution: Not recommended for most deployments…
    • Psconfig –cmd upgrade
    • Psconfig Upgrade Continued
    • 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 with 2nd step visual upgrade
      Use Test-SPContentDatabase (PowerShellcmdlet) to test database first
      To attach
      STSADM –o Addcontentdb operation
      Parallel database upgrades are possible
    • Read-Only Databases
    • 2. DB Attach- Binary Approach to Upgrade
      Recommended for most deployments…
    • 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
    • Attaching Database to SP2010 Farm
    • Central Admin Upgrade Status
    • Post Binary Upgraded Site: Preview Visuals
    • Visual Upgrade Options
    • Tactical Insights
    • Operations SchedulingBenchmark upgrade operations schedule
      Planned 36 hours outage.
      Up to 54 hours emergency outage if rollback is required.
      Downtime mitigation processes such as read-only databases can be used to reduce outage time.
    • Common Upgrade Failure Issues & Recovery
      Determine cause of failure
      Status Page & Upgrade Logs:
      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 Strategies
    • Windows PowerShell Upgrade Cmdlets
      Discover and Document issues 2007/2010
      Initiate Content database B2B/V2V upgrade
      Resume Content database B2B/V2V upgrade
      Search Service Application Instance
      O12 SSO data to Secure Store database
    • Upgrade TestingWhat are you looking for in a test?
      Upgrade Issues
      Disk Full!!!
      Modified databases
      Authentication providers
      Poor dev practices
      Test server side customizations & verify in both Visual Upgrade modes
      Consider preview environments
      Similar hardware, Use real datasets
      Don’t ignore warnings
    • Binary Approaches to Upgrade - Hybrid
    • 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 Caution
      AAM redirection features is complex. Don’t use it if you don’t have to.
      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
    • ISV Upgrade/Migration Solutions
      Quest Tech Preview of Migration Manager
      2003 to 2010 with post Migration Sync
      Premigration assessment for duration
      Freeware: Check out the Free Quest Reporting Solution http://www.quest.com/reportsforsharepoint
      You can also find Solutions from: Metalogix, Tsunami & AvePoint
    • SharePoint 2010 Upgrade eBook
      Launch on May 12
      Coming Soon!!!
    • 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
      Server Administrator for SharePoint
      Configure, difference and health for your SharePoint farms
      * 2010 Tech Previews
      Quest Web Parts
      Enable rapid development of SharePoint applications
      Recovery Manager for SharePoint
      Granular SharePoint recovery for enterprise-level needs
      * 2003 -2010 Tech Preview
      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
      * 2010 Tech Preview
    • Thank You!
    • Learn More about SharePoint 2010
      Information forIT Prosat TechNet
      Information forDevelopersat MSDN
      Information forEveryone
    • question & answer