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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

Published 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.
  • Transcript

    • 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
      - 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
      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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      Microsoft Certification & Training Resources
      Resources for IT Professionals
      Resources for Developers
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    • 76. Required Slide
      © 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.