SharePoint 2010 Upgrade Chalk Talk with Joel Oleson and Muhanad Omar - Teched Middle East

(OFS302) Upgrading to SharePoint 2010
Joel Oleson
SharePoint Architect
Quest Software
http://sharepointjoel.com
Muhanad Omar
SharePoint Consultant
Devosis

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

Pre Upgrade

Learning from PreUpgradeCheck

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…

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

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

Post Binary Upgraded Site: Preview Visuals

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

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
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

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

question & answer

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SharePoint 2010 Upgrade Chalk Talk with Joel Oleson and Muhanad Omar - Teched Middle East

by Joel Oleson

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