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Best Practices for SharePoint 2010 Upgrade<br />Joel Oleson<br />Sr. Architect<br />Quest Software<br />@joeloleson<br />
Who is SharePoint Joel?<br />10 Years of SharePoint<br />SharePoint Product Architect, Evangelist & Strategy @ Quest<br />
SharePointJoel.com<br />
Upgrade<br />Before<br />During & After<br />
Pre Upgrade<br />
SharePoint 2010 Requirements<br />SharePoint 2007 SP2 Update (Recent CU or at least October highly recommended)<br />64 bi...
Running PreUpgradeCheck (in SP2007 Sp2)<br />
PreUpgradeCheck Failed Report (snippets)<br />
Test-SPContentDatabase<br />
Upgrade<br />
Insight on Upgrade<br />Binary Upgrade<br />In Place - New Timeout, Resume on failures<br />Database Attach - New Parallel...
In-Place Upgrade<br />All-at-once upgrade<br />Must upgrade the whole farm at one time<br />No SP 2007 and SP2010 in same ...
Pre Requisite Installer<br />
In Place Upgrade - Install<br />
In Place - Binary Approach to Upgrade<br />Caution: Not recommended for most deployments…<br />
Why I don’t recommend In-Place Alone<br />
Database Attach Upgrade<br />Safer, Requires more planning (A good thing)<br />Upgrade is done on a separate 2010 farm<br ...
DEMO<br />Test-SpContentDatabase<br />Mount-SpContentDatabase<br />Upgrade Status<br />
Attaching Database to SP2010 Farm<br />
Central Admin Upgrade Status<br />
No Brainer - Read-Only Database Strategy<br />
DB Attach- Binary Approach to Upgrade <br />Recommended for most deployments…<br />
Visual Upgrade<br />Stay in 2007 (default) or move to 2010 UI<br />2010 ships 2007 Master pages and CSS<br />UI Preview ca...
Post Binary Upgraded Site: Preview Visuals<br />
Visual Upgrade Options<br />
What about the Fabulous 40 Application Templates?<br />What do you want to do?<br />I want to continue using them<br />Ins...
Upgrade Strategies<br />
PowerShell Upgrade Cmdlets<br />Test-SPContentDatabase<br />Discover and Document issues 2007/2010<br />Mount-SPContentDat...
Hybrid Upgrade Considerations<br />Best of In Place<br />Configuration database<br />Site Definitions may be upgraded<br /...
Consider a Hybrid Upgrade<br />
Decisions???<br />Customized?<br />Uptime?<br />New HardwareExtra?<br />Hardware Ready?<br />Virtual/Rollback?<br />MSDE/S...
SSP to Service App<br />Each SSP upgrades into:<br />A Search service app<br />A User Profiles service app<br />An Excel s...
Visual Upgrade Strategies<br />Upgrade the UI at the same time<br />psconfig.exe –cmd upgrade –preserveolduserexperiencefa...
In Place Upgrade - Visual Upgrade Decisions…<br />
Troubleshooting/Common Issues<br />Missing server-side files or customizations, such as features or Web Parts<br />Configu...
Released to the Web<br />SharePoint 2010: Best Practices for Upgrading and Migrating<br />Get Prescriptive guidance on Upg...
Why Consider third party tools?<br />Getting out of customizations…<br />Quest Migration Manager<br />2003 to 2010 with po...
Thank you!<br />
Learn More about SharePoint 2010<br />Information forIT Prosat TechNet<br />http://MSSharePointITPro.com<br />Information ...
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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.

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Transcript of "TEC2010 SharePoint 2010 Upgrade"

  1. 1. Best Practices for SharePoint 2010 Upgrade<br />Joel Oleson<br />Sr. Architect<br />Quest Software<br />@joeloleson<br />
  2. 2. Who is SharePoint Joel?<br />10 Years of SharePoint<br />SharePoint Product Architect, Evangelist & Strategy @ Quest<br />
  3. 3. SharePointJoel.com<br />
  4. 4. Upgrade<br />Before<br />During & After<br />
  5. 5. Pre Upgrade<br />
  6. 6. SharePoint 2010 Requirements<br />SharePoint 2007 SP2 Update (Recent CU or at least October highly recommended)<br />64 bit operating system for application servers<br />Windows Server 2008 or 2008 R2 + SP & Hotfixes included in PreReq Installer<br />64 bit SQL Server<br />2008 R2+, 2008 SP1 CU5 or later, 2005 SP3 CU5 or later***<br />Virtualization is supported and very common<br />*** Upgrade or Installation will fail w/o proper CU<br />
  7. 7. Running PreUpgradeCheck (in SP2007 Sp2)<br />
  8. 8. PreUpgradeCheck Failed Report (snippets)<br />
  9. 9. Test-SPContentDatabase<br />
  10. 10. Upgrade<br />
  11. 11. Insight on Upgrade<br />Binary Upgrade<br />In Place - New Timeout, Resume on failures<br />Database Attach - New Parallel, Progress Indicator<br />Visual Upgrade<br />Separate process<br />Delegation by default<br />
  12. 12. In-Place Upgrade<br />All-at-once upgrade<br />Must upgrade the whole farm at one time<br />No SP 2007 and SP2010 in same farm<br />Schedule downtime<br />Simplest approach, but *most risky*!<br />No going back<br />Resume Upgrade if problems occur<br />Recommendations<br />Run Test-SPContentDatabase from SP 2010 farm against databases<br />Do a full farm backup before you start!<br />
  13. 13. Pre Requisite Installer<br />
  14. 14. In Place Upgrade - Install<br />
  15. 15. In Place - Binary Approach to Upgrade<br />Caution: Not recommended for most deployments…<br />
  16. 16. Why I don’t recommend In-Place Alone<br />
  17. 17. Database Attach Upgrade<br />Safer, Requires more planning (A good thing)<br />Upgrade is done on a separate 2010 farm<br />Done database-by-database <br />Can be used with 2nd step visual upgrade<br />Use Test-SPContentDatabase (PowerShellcmdlet) to test database first<br />To attach<br />Mount-SPContentDatabase (PowerShell)<br />STSADM –o Addcontentdb operation<br />Parallel database upgrades are possible<br />
  18. 18. DEMO<br />Test-SpContentDatabase<br />Mount-SpContentDatabase<br />Upgrade Status<br />
  19. 19. Attaching Database to SP2010 Farm<br />
  20. 20. Central Admin Upgrade Status<br />
  21. 21. No Brainer - Read-Only Database Strategy<br />
  22. 22. DB Attach- Binary Approach to Upgrade <br />Recommended for most deployments…<br />
  23. 23. Visual Upgrade<br />Stay in 2007 (default) or move to 2010 UI<br />2010 ships 2007 Master pages and CSS<br />UI Preview capability<br />Farm admin or site admin controlled<br />Web level setting<br />Some items not 2007 UI compatible<br />My site host<br />PWA site collection<br />Report Server web parts<br />
  24. 24. Post Binary Upgraded Site: Preview Visuals<br />
  25. 25. Visual Upgrade Options<br />
  26. 26.
  27. 27. What about the Fabulous 40 Application Templates?<br />What do you want to do?<br />I want to continue using them<br />Install Upgraded Templates - Fab 40 on Destination farm<br />Convert Templates - .STP to .WSP<br />I want to remove them<br />Remove the .stp (Remove the template)<br />Export lists or use third party tools to move into OOB Site Defs<br />http://bit.ly/dhQUjd<br />
  28. 28. Upgrade Strategies<br />
  29. 29. PowerShell Upgrade Cmdlets<br />Test-SPContentDatabase<br />Discover and Document issues 2007/2010<br />Mount-SPContentDatabase<br />Initiate Content database B2B/V2V upgrade<br />Upgrade-SPContentDatabase<br />Resume Content database B2B/V2V upgrade<br />Upgrade-SPEnterpriseSearchServiceApplication<br />Search Service Application Instance<br />Upgrade-SPSingleSignOnDatabase<br />O12 SSO data to Secure Store database<br />
  30. 30. Hybrid Upgrade Considerations<br />Best of In Place<br />Configuration database<br />Site Definitions may be upgraded<br />Easier SSP -> Service App Upgrade<br />Best of Database Attach<br />Fast with multi database parallel upgrade<br />
  31. 31. Consider a Hybrid Upgrade<br />
  32. 32. Decisions???<br />Customized?<br />Uptime?<br />New HardwareExtra?<br />Hardware Ready?<br />Virtual/Rollback?<br />MSDE/SQL Express?<br />
  33. 33. SSP to Service App<br />Each SSP upgrades into:<br />A Search service app<br />A User Profiles service app<br />An Excel service app<br />An App Registry back-compat service app<br />New Services can be activated/added<br />
  34. 34. Visual Upgrade Strategies<br />Upgrade the UI at the same time<br />psconfig.exe –cmd upgrade –preserveolduserexperiencefalse<br />Updateuserexperience parameter of the Mount-SPContentDatabase or STSADM<br />Stager Upgrade (Hide UI)<br />Post Upgrade: Site Settings | Site Collection Administration| Supported User Experiences<br />Delegate UI Upgrade (Default)<br />psconfig.exe –cmd upgrade –preserveolduserexperiencetrue<br />
  35. 35. In Place Upgrade - Visual Upgrade Decisions…<br />
  36. 36. Troubleshooting/Common Issues<br />Missing server-side files or customizations, such as features or Web Parts<br />Configuration issues in the server farm, Web application, or services, such as managed paths or services that are not started<br />Additional issues in sites discovered on a site-by-site basis, starting with high-impact, high-profile sites<br />Disk Space or CPU/Memory Constraints<br />Don’t forget Forms to Claims<br />Profile Import & FIM (CU has fixes, security requirement)<br />
  37. 37. Released to the Web<br />SharePoint 2010: Best Practices for Upgrading and Migrating<br />Get Prescriptive guidance on Upgrade Methods<br />Drill deep into assessment tools<br />Compare Migration tools<br />Save yourself time<br />
  38. 38. Why Consider third party tools?<br />Getting out of customizations…<br />Quest Migration Manager<br />2003 to 2010 with post Migration Sync<br />2007 to 2010 in beta<br />Notes to SharePoint Migrations<br />www.quest.com<br />
  39. 39. Thank you!<br />
  40. 40. Learn More about SharePoint 2010<br />Information forIT Prosat TechNet<br />http://MSSharePointITPro.com<br />Information forDevelopersat MSDN<br />http://MSSharePointDeveloper.com<br />Information forEveryone<br />http://SharePoint.Microsoft.com<br />
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