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SharePoint 2010 Upgrade User Group and SharePoint Saturday

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SharePoint 2010 drill down into the methods with guidance on features and solutions to help you get educated on the latest features of SharePoint 2007 to SharePoint 2010.

SharePoint 2010 drill down into the methods with guidance on features and solutions to help you get educated on the latest features of SharePoint 2007 to SharePoint 2010.

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Transcript

  • 1. Upgrading Drill Down: SharePoint 2010
    Joel Oleson
    SharePoint Architect
    Quest Software
    http://sharepointjoel.com
    @joeloleson
  • 2. Who is SharePoint Joel?
    10 Years of SharePoint
    SharePoint Product Architect, Evangelist & Strategy @ Quest
    Twitter: @joeloleson
    Email: joel.oleson@quest.com
  • 3. Upgrade Cycle: Overview
  • 4. Pre Upgrade
  • 5. 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
  • 6. Learning from PreUpgradeCheck
  • 7. PreUpgradeCheck Failed Report (snippets)
  • 8. SharePoint PreUpgradeCheck Report
  • 9. Test-SPContentDatabase
  • 10. Upgrade
  • 11. 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
  • 12. 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!
  • 13. In Place - Binary Approach to Upgrade
    Caution: Not recommended for most deployments…
  • 14. Psconfig –cmd upgrade
  • 15. Psconfig Upgrade Continued
  • 16. 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
  • 17. Attaching Database to SP2010 Farm
  • 18. Central Admin Upgrade Status
  • 19. Read-Only Databases
  • 20. DB Attach- Binary Approach to Upgrade
    Recommended for most deployments…
  • 21. 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
  • 22. Post Binary Upgraded Site: Preview Visuals
  • 23. Visual Upgrade Options
  • 24.
  • 25. Tactical Insights
  • 26. TroubleshootingIssues
    Determine cause of failure
    Status Page & Upgrade Logs:
    Error log
    Full upgrade log
    Customizations Management Commands:
    Test-SPContentDatabase
    stsadm -o EnumAllWebs
    Deletesite/Deleteweb
    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 powershell upgrade commands
  • 27. Upgrade Strategies
  • 28. PowerShell Upgrade Cmdlets
    Test-SPContentDatabase
    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
  • 29. 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
  • 30. Binary Approaches to Upgrade - Hybrid
  • 31. 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
  • 32. 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
  • 33. Just Released to the Web
    SharePoint 2010: Best Practices for Upgrading and Migrating
    Get Prescriptive guidance on Upgrade Methods
    Drill deep into assessment tools
    Compare Migration tools
    Save yourself time
    Print edition coming soon.
  • 34. Why Consider third party tools?
    Getting out of customizations…
    Custom site definitions
    Modified Databases
    Restructuring
    Quest Migration Manager
    2003 to 2010 with post Migration Sync
    2007 to 2010 in beta (RTM in 60 days)
    Free Site Storage Reports Freeware http://www.quest.com/reportsforsharepoint
    www.quest.com
  • 35.
  • 36. Featured Speakers
    Keynote Speaker
    Ben Curry, MVP, MCT, MCP, MCTS Managing Consultant, Summit 7 Systems
    Dan Holme, MVPPrincipal Consultant/ Intelliem
    Spencer Harbar, MCM, MVPEnterprise Architect, Combined Knowledge
    Zlatan Dzinic, MVPEnterprise Content Management Lead
    Agnes Molnar, MVPSenior Consultant and Solutions Architect
    Muhanad Omar, MVPSharePoint Specialist, Devosis, Inc.
    Paul Swider, MCTEnterprise SharePoint Strategist , OnClick Solutions
    Richard TaylorShrePoint Architect ,MCT
    Dan Wessels, MVPCo-Founder and Managing Director, MicroVation GmbH.
  • 37. Thanks!
  • 38. Learn More about SharePoint 2010
    Information forIT Prosat TechNet
    http://MSSharePointITPro.com
    Information forDevelopersat MSDN
    http://MSSharePointDeveloper.com
    Information forEveryone
    http://SharePoint.Microsoft.com