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TEC2010 SharePoint 2010 Upgrade


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SharePoint 2010 Upgrade Strategies and Insights session delievered at TEC 2010 in Europe.

SharePoint 2010 Upgrade Strategies and Insights session delievered at TEC 2010 in Europe.

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  • 1. Best Practices for SharePoint 2010 Upgrade
    Joel Oleson
    Sr. Architect
    Quest Software
  • 2. Who is SharePoint Joel?
    10 Years of SharePoint
    SharePoint Product Architect, Evangelist & Strategy @ Quest
  • 3.
  • 4. Upgrade
    During & After
  • 5. Pre Upgrade
  • 6. SharePoint 2010 Requirements
    SharePoint 2007 SP2 Update (Recent CU or at least October highly recommended)
    64 bit operating system for application servers
    Windows Server 2008 or 2008 R2 + SP & Hotfixes included in PreReq Installer
    64 bit SQL Server
    2008 R2+, 2008 SP1 CU5 or later, 2005 SP3 CU5 or later***
    Virtualization is supported and very common
    *** Upgrade or Installation will fail w/o proper CU
  • 7. Running PreUpgradeCheck (in SP2007 Sp2)
  • 8. PreUpgradeCheck Failed Report (snippets)
  • 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. Pre Requisite Installer
  • 14. In Place Upgrade - Install
  • 15. In Place - Binary Approach to Upgrade
    Caution: Not recommended for most deployments…
  • 16. Why I don’t recommend In-Place Alone
  • 17. 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
  • 18. DEMO
    Upgrade Status
  • 19. Attaching Database to SP2010 Farm
  • 20. Central Admin Upgrade Status
  • 21. No Brainer - Read-Only Database Strategy
  • 22. DB Attach- Binary Approach to Upgrade
    Recommended for most deployments…
  • 23. 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
  • 24. Post Binary Upgraded Site: Preview Visuals
  • 25. Visual Upgrade Options
  • 26.
  • 27. What about the Fabulous 40 Application Templates?
    What do you want to do?
    I want to continue using them
    Install Upgraded Templates - Fab 40 on Destination farm
    Convert Templates - .STP to .WSP
    I want to remove them
    Remove the .stp (Remove the template)
    Export lists or use third party tools to move into OOB Site Defs
  • 28. Upgrade Strategies
  • 29. 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. Hybrid Upgrade Considerations
    Best of In Place
    Configuration database
    Site Definitions may be upgraded
    Easier SSP -> Service App Upgrade
    Best of Database Attach
    Fast with multi database parallel upgrade
  • 31. Consider a Hybrid Upgrade
  • 32. Decisions???
    New HardwareExtra?
    Hardware Ready?
    MSDE/SQL Express?
  • 33. 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
  • 34. Visual Upgrade Strategies
    Upgrade the UI at the same time
    psconfig.exe –cmd upgrade –preserveolduserexperiencefalse
    Updateuserexperience parameter of the Mount-SPContentDatabase or STSADM
    Stager Upgrade (Hide UI)
    Post Upgrade: Site Settings | Site Collection Administration| Supported User Experiences
    Delegate UI Upgrade (Default)
    psconfig.exe –cmd upgrade –preserveolduserexperiencetrue
  • 35. In Place Upgrade - Visual Upgrade Decisions…
  • 36. Troubleshooting/Common Issues
    Missing server-side files or customizations, such as features or Web Parts
    Configuration issues in the server farm, Web application, or services, such as managed paths or services that are not started
    Additional issues in sites discovered on a site-by-site basis, starting with high-impact, high-profile sites
    Disk Space or CPU/Memory Constraints
    Don’t forget Forms to Claims
    Profile Import & FIM (CU has fixes, security requirement)
  • 37. 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
  • 38. Why Consider third party tools?
    Getting out of customizations…
    Quest Migration Manager
    2003 to 2010 with post Migration Sync
    2007 to 2010 in beta
    Notes to SharePoint Migrations
  • 39. Thank you!
  • 40. Learn More about SharePoint 2010
    Information forIT Prosat TechNet
    Information forDevelopersat MSDN
    Information forEveryone