Upgrading to SharePoint 2010 - Teched Middle East

(OFS302) Upgrading to SharePoint 2010
Joel Oleson
SharePoint Architect
Quest Software
http://sharepointjoel.com
Muhanad Omar
SharePoint Consultant
Devosis

Who is SharePoint Joel?
9+ Year SharePoint Veteran
5 Years in MS IT & Online
2 Years in SharePoint Product Team
Product Architect for Deployment Advisor
Sr. SharePoint Architect
SharePoint Product Architect & Strategy @ Quest

Meet Mo!

Upgrade Cycle: Overview

64 bit only
Operating System
SQL server
Missing dependencies
UI changes
Lack of space
Forms Authentication Providers
In-Place
Database Attach
Content
Profile
Project
WID to SQL Migration
Read-only content databases
Parallel upgrades:
Multiple temporary farms
Parallel database attach
AAM redirection
Upgrade Cycle: Learn
Prerequisites
Common issues
Upgrade methods
Downtime mitigation

Upgrade Cycle: Prepare

Upgrade Cycle: Test

Upgrade Cycle: Implement

Upgrade Cycle: Validate

Learning from PreUpgradeCheck

SharePoint PreUpgradeCheck Report

PreUpgradeCheck Failed Report (snippets)

Upgrade Overview
Drill Down on Binary Upgrade Methods
Windows PowerShell Upgrade Cmdlets
Approaches to Upgrade
Dev - Feature Upgrade
Visual Upgrade
Patch Management
Downtime Mitigation Processes:
Parallel Upgrade Pipelines
Content DB Upgrade with AAM Redirection
Improved
Upgrade Status Reporting
Upgrade Logging
Read-only DB Support
Simplified Upgrade Methods
Removed
Gradual Upgrade
Side By Side Installation

64 bit SQL Server 2008
Why Upgrade?
Engine optimizations
FILESTREAM support for Remote Blob Storage (RBS)
Why Enterprise?
Backup compression (faster and smaller)
High Availability
Mirroring enhancements with built in support in SharePoint 2010!
Transparent database encryption

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

Test-SPContentDatabase

Attaching Database to SP2010 Farm

Binary Upgraded Site: Preview Visuals – Sneak Peak Screenshot

DB Attach with SharePoint 2010 Powershell
demo

Drill Down on Upgrade Methods

2010 MS Upgrade PhilosophyYou need to understand what MS was thinking
Detect issues early
Provide O12 tools to admins
Report critical issues at start of upgrade
Keep the administrator informed
No data loss
Keep content and settings
Minimize downtime
Downtime mitigation processes
Continue when at all possible
Ability to resume
Upgrade should not be catch 22

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!

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 as 2 step gradual visual upgrade
Use Test-SPContentDatabase (PowerShellcmdlet) to test database first
To attach
Upgrade-SPContentDatabase (PowerShell)
Addcontentdb operation (STSADM)
Parallel database upgrades are possible

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

UI Upgrade
Migrating to SharePoint 2010:
All content will migrate over
No changes required to site content or branding
SharePoint 2007 / 3.0 style UI is retained
Existing master pages & page layouts are used
Manually migrate to SharePoint 2010 UI
Ribbon, Improved Site Settings, AJAX
Visual Upgrade

Upgrade Pipeline FlowUpgrade internals step by step
PSConfig
Stage 1: Boot Strap
Configuration Database
Admin Content Database
Pre-Joined Farm
Join Farm
Stage 2: Central Admin
Web Templates
SPIISSite Objects
Features Upgrade
Admin Web Service
Admin Web Application
Local Farm
Admin Content Databases
SPSites
PSConfig/Timer
SharedResourceProvider12 Objects
Partner Service Applications
Service Application Objects
Partner Databases
Stage 3: User Data
Local Farm
Web Templates
SPIISSite Objects
Features Upgrade
Web Application
SPSites
Content Databases

Tactical Insights

Customizations TestingWill it work after upgrade?
Custom JavaScript
Custom Services
Custom Features
Custom
Search Provider or Security Trimmer
Modified OOB Features
OM/Contract Compatibility
Structural Compatibility
User Interface and (x)HTML Compatibility
Custom Web Parts
Modified Databases
Custom Site Definitions
Custom CSS
Custom Authentication Providers
Modified OOB Site Definitions

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

Operations SchedulingBenchmark upgrade operations schedule
Note:
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.

Upgrade PerformanceWhy prediction is difficult
Database Shape Centric
Hardware Centric
# Site Collections
# Webs
# Lists
# Document Versions
Document Versions Size
# Documents
# Links
Overall DB Size
SQL Disk I/O per second
SQL Database to disk layout
SQL Temp DB optimizations
SQL CPU & Memory
WFE CPU & Memory
Network Bandwidth & latency

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

Upgrade InternalsMinutia and Nuances
V2V upgrade DBs set to simple recovery
DB growth during upgrade:
Versions and indexes; SQL logs
Shrink DBs after upgrade; not automatic
SQL timeouts:
Removed command timeouts (query time)
Retained connection timeouts
SetupPath fallback logic
Object locking during upgrade:
Maintained in config DB
Automatic removal of stale locks (2 minutes)

Upgrade Strategies

Read-Only Content DatabasesReducing perceived downtime
Not just for upgrade or patching
Manually initiated process
Read-only locking:
Content remains static
SQL controls read-only lock status
SharePoint promotes SQL lock to site lock
UI Trimming enforced by site lock
Upgrade copy of database on different farm

Single Click Install - SQL MigrationHidden complexity in simple environments
Windows Internal Database not supported
DB could be >4GB
SQL Express 2008 (Single Click, Manual Install)
DB >4GB not supported
Migration Process Occurs Before Upgrade
Copy of WID Content DBs restored to WID
DBs scrubbed of BLOB data
DBs moved to SQL Express
DBs modified to support RBS
BLOBs copied into RBS
All Content DB migration with in-place upgrade
Individual Content DB migration command

Windows PowerShell Upgrade Cmdlets
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

1. In Place - Binary Approach to Upgrade
Caution: Not recommended for most deployments…

2. DB Attach- Binary Approach to Upgrade
Recommended for most deployments…

Binary Approaches to Upgrade - Hybrid

Downtime Mitigation Processes
Read-only databases
Parallel upgrade farms
Single farm, multiple upgrade sessions
Content database attach with AAM redirection

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 Capability
Stay in O12 UI (default) or move to O14 UI
O14 ships O12 Master pages and CSS
UI Preview capability
Farm admin or site admin controlled
Web level setting and OM
Some items not O12 UI compatible:
My site host
PWA site collection
Report Server web parts

Visual Upgrade Caution
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

Depreciation
Performance Point – Included in SharePoint 2010 Enterprise
My Site Host Redesign – No visual upgrade for my sites
Side by Side Installation - Gradual Upgrade
SSP Admin UI – Any work you did on either the SSP Admin Site Collection or the Central Admin site has changed.
Admin task list and other task lists
Document Discussions is deprecated. Not very common.
Deprecated Templates
SSP Admin Site
Great Plains (STSPKPL (Plus Pack)

What about Custom Site Definitions?
Most custom site definitions from v3 should continue to work unmodified while in v3 UI mode of Visual Upgrade. However depending on what is in that site definition, a person may still want to do more featurization or other definition refactoring, which is where the upgrade definition file comes in handy. As always, test the existing definition against an upgraded server in both UI modes
Q&A with Sean http://bit.ly/sitedef
- Sean Livingston, Upgrade PM

Dev - Feature Upgrade Capability
Optional Capability
Version Ranging for B2B or V2V Upgrades
Declarative Feature Upgrade Activities:
ApplyElementManifests
AddContentTypeField
MapFile
Custom Code Feature Upgrade
CustomUpgradeAction Activity
SPFeatureReceiver.FeatureUpgrading
Assembly in GAC

What can I do today to prepare?
Work towards 64-bit server environments
Upgrade to Service Pack 2 (SP2)
Review and identify your customizations
Cleanup as much as possible
Verify custom solutions work and deploy in 2010
Optimize your large lists
Optimize your content databases
Run PreUpgradeCheck that’s part of SP2

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 http://www.quest.com/reportsforsharepoint
You can also find Solutions from: Metalogix, Tsunami & AvePoint

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
Quest Web Parts
Enable rapid development of SharePoint applications
Recovery Manager for SharePoint
Granular SharePoint recovery for enterprise-level needs
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

Thank You!

Learn More about SharePoint 2010
Information forIT Prosat TechNet
http://MSSharePointITPro.com
Information forDevelopersat MSDN
http://MSSharePointDeveloper.com
Information forEveryone
http://SharePoint.Microsoft.com

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Upgrading to SharePoint 2010 - Teched Middle East

by Joel Oleson on Mar 12, 2010

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Upgrading to SharePoint 2010 - Teched Middle East — Presentation Transcript