Upgrading to SharePoint 2010 - Teched Middle East

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From Planning to exploring the methods. We take a look at SharePoint 2010 upgrade and look at the new features and options to better understand what the options are. …

From Planning to exploring the methods. We take a look at SharePoint 2010 upgrade and look at the new features and options to better understand what the options are.

Contributions: Sean Livingston

More in: Technology
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  • If you would like to host your demo on the Virtual Server, please use the myVPC demo slide, not this slide.


  • 1.
  • 2. (OFS302) Upgrading to SharePoint 2010
    Joel Oleson
    SharePoint Architect
    Quest Software
    Muhanad Omar
    SharePoint Consultant
  • 3. 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
  • 4. Meet Mo!
  • 5. Upgrade Cycle: Overview
  • 6. Upgrade Cycle: Learn
    Common issues
    Upgrade methods
    Downtime mitigation
  • 24. Upgrade Cycle: Prepare
  • 25. Upgrade Cycle: Test
  • 26. Upgrade Cycle: Implement
  • 27. Upgrade Cycle: Validate
  • 28. Learning from PreUpgradeCheck
  • 29. SharePoint PreUpgradeCheck Report
  • 30. PreUpgradeCheck Failed Report (snippets)
  • 31. 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
    Upgrade Status Reporting
    Upgrade Logging
    Read-only DB Support
    Simplified Upgrade Methods
    Gradual Upgrade
    Side By Side Installation
  • 32. 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
  • 33. 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
  • 34. Test-SPContentDatabase
  • 35. Attaching Database to SP2010 Farm
  • 36. Binary Upgraded Site: Preview Visuals – Sneak Peak Screenshot
  • 37.
  • 38. DB Attach with SharePoint 2010 Powershell
  • 39. Drill Down on Upgrade Methods
  • 40. 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
  • 41. 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!
  • 42. 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
  • 43. 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
  • 44. 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
  • 45. Upgrade Pipeline FlowUpgrade internals step by step
    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
    SharedResourceProvider12 Objects
    Partner Service Applications
    Service Application Objects
    Partner Databases
    Stage 3: User Data
    Local Farm
    Web Templates
    SPIISSite Objects
    Features Upgrade
    Web Application
    Content Databases
  • 46. Tactical Insights
  • 47. Customizations TestingWill it work after upgrade?
    Custom JavaScript
    Custom Services
    Custom Features
    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
  • 48. 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
  • 49. 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.
  • 50. 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
  • 51. 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
  • 52. 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)
  • 53. Upgrade Strategies
  • 54. 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
  • 55. 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
  • 56. 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
  • 57. 1. In Place - Binary Approach to Upgrade
    Caution: Not recommended for most deployments…
  • 58. 2. DB Attach- Binary Approach to Upgrade
    Recommended for most deployments…
  • 59. Binary Approaches to Upgrade - Hybrid
  • 60. Downtime Mitigation Processes
    Read-only databases
    Parallel upgrade farms
    Single farm, multiple upgrade sessions
    Content database attach with AAM redirection
  • 61. 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
  • 62. 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
  • 63. 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
  • 64. 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)
  • 65. 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
  • 66. Dev - Feature Upgrade Capability
    Optional Capability
    Version Ranging for B2B or V2V Upgrades
    Declarative Feature Upgrade Activities:
    Custom Code Feature Upgrade
    CustomUpgradeAction Activity
    Assembly in GAC
  • 67. 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
  • 68. 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
  • 69. 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
  • 70. Thank You!
  • 71. Learn More about SharePoint 2010
    Information forIT Prosat TechNet
    Information forDevelopersat MSDN
    Information forEveryone
  • 72. question & answer
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    Resources for IT Professionals
    Resources for Developers
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    © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
    The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.