SharePoint 2010 Upgrade Best Practices Croatia

Upgrading to SharePoint 2010
Joel Oleson
SharePoint Architect
Quest Software
http://sharepointjoel.com

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
Recommendations
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
Mount-SPContentDatabase(PowerShell)
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
Note:
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
Mount-SPContentDatabase
Initiate Content database B2B/V2V upgrade
Upgrade-SPContentDatabase
Resume Content database B2B/V2V upgrade
Upgrade-SPEnterpriseSearchServiceApplication
Search Service Application Instance
Upgrade-SPSingleSignOnDatabase
O12 SSO data to Secure Store database

Upgrade TestingWhat are you looking for in a test?
Upgrade Issues
Disk Full!!!
Modified databases
Customizations
Authentication providers
Poor dev practices
Recommendations
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
http://MSSharePointITPro.com
Information forDevelopersat MSDN
http://MSSharePointDeveloper.com
Information forEveryone
http://SharePoint.Microsoft.com

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SharePoint 2010 Upgrade Best Practices Croatia

by Joel Oleson

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