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TEC2010 SharePoint 2010 Upgrade

TEC2010 SharePoint 2010 Upgrade



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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    TEC2010 SharePoint 2010 Upgrade TEC2010 SharePoint 2010 Upgrade Presentation Transcript

    • Best Practices for SharePoint 2010 Upgrade
      Joel Oleson
      Sr. Architect
      Quest Software
    • Who is SharePoint Joel?
      10 Years of SharePoint
      SharePoint Product Architect, Evangelist & Strategy @ Quest
    • SharePointJoel.com
    • Upgrade
      During & After
    • Pre Upgrade
    • 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
    • Running PreUpgradeCheck (in SP2007 Sp2)
    • PreUpgradeCheck Failed Report (snippets)
    • 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
      Run Test-SPContentDatabase from SP 2010 farm against databases
      Do a full farm backup before you start!
    • Pre Requisite Installer
    • In Place Upgrade - Install
    • In Place - Binary Approach to Upgrade
      Caution: Not recommended for most deployments…
    • Why I don’t recommend In-Place Alone
    • 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
    • DEMO
      Upgrade Status
    • Attaching Database to SP2010 Farm
    • Central Admin Upgrade Status
    • No Brainer - Read-Only Database Strategy
    • 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
    • Post Binary Upgraded Site: Preview Visuals
    • Visual Upgrade Options
    • 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
    • Upgrade Strategies
    • 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
    • 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
    • Consider a Hybrid Upgrade
    • Decisions???
      New HardwareExtra?
      Hardware Ready?
      MSDE/SQL Express?
    • 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 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
    • In Place Upgrade - Visual Upgrade Decisions…
    • 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)
    • 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
    • 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
    • Thank you!
    • Learn More about SharePoint 2010
      Information forIT Prosat TechNet
      Information forDevelopersat MSDN
      Information forEveryone