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SharePoint 2010 Upgrade Drill Down


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Drill down into the various methods for upgrading from SharePoint 2007 to SharePoint 2010 including upgrade methods and considerations.

Drill down into the various methods for upgrading from SharePoint 2007 to SharePoint 2010 including upgrade methods and considerations.

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  • 1. Upgrading Drill Down:SharePoint 2010
    Joel Oleson
    SharePoint Architect
    Quest Software
  • 2. Who is SharePoint Joel?
    ~10 Year SharePoint Veteran
    SharePoint Product Architect, Evangelist & Strategy @ Quest
    Twitter: @joeloleson
  • 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
    Run Test-SPContentDatabase from SP 2010 farm against databases
    Do a full farm backup before you start!
  • 13. 1. 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. Read-Only Databases
  • 18. 2. DB Attach- Binary Approach to Upgrade
    Recommended for most deployments…
  • 19. 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
  • 20. Attaching Database to SP2010 Farm
  • 21. Central Admin Upgrade Status
  • 22. Post Binary Upgraded Site: Preview Visuals
  • 23. Visual Upgrade Options
  • 24.
  • 25. Tactical Insights
  • 26. 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.
  • 27. 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
  • 28. Upgrade Strategies
  • 29. 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
  • 30. 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
  • 31. Binary Approaches to Upgrade - Hybrid
  • 32. 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
  • 33. 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
  • 34. 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
    You can also find Solutions from: Metalogix, Tsunami & AvePoint
  • 35. SharePoint 2010 Upgrade eBook
    Launch on May 12
    Coming Soon!!!
  • 36. 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
  • 37. Thank You!
  • 38. Learn More about SharePoint 2010
    Information forIT Prosat TechNet
    Information forDevelopersat MSDN
    Information forEveryone