Upgrade to SharePoint
2013: A Cautioned
Approach
Michael Noel - CCO
Michael Noel
•

•

Author of SAMS Publishing titles “SharePoint 2013 Unleashed,” “SharePoint 2010
Unleashed”, “Windows Ser...
What we will cover
• Upgrade Fundamentals
– Requirements for Upgrade
– Version to Version and Build to Build Specifics
– T...
Upgrade Fundamentals
Upgrade to SharePoint 2013
• In-Place Upgrade is NOT Supported
• Database Attach is the only supported MS
upgrade option
•...
Assessing What to Upgrade
• Just because you can upgrade a Service
Application DB, doesn’t mean that you
necessarily shoul...
Upgrade to SharePoint 2013
• Microsoft Approach ONLY allows
upgrade from SharePoint 2010 directly
to SharePoint 2013
• Upg...
Upgrade to SharePoint 2013
• Build to Build and Version to Version are Supported
• But can’t move ‘down’ in versions…
• Fo...
Upgrade: Chance to Rearchitect
• Design completely new
farm based on Best
Practices
• Move to new version of SQL
(2012 ide...
Upgrade: Take Advantage of SQL 2012
AlwaysOn Availability Groups
Upgrade: Test the Process
• Run a ‘dry run’ of the migration process on the
newly built SharePoint farm
• Test out migrati...
Prepare for Upgrade
Prepare for Upgrade
• Recreate the following on the new farm:
– Alternate access mappings
– Authentication providers and a...
Prepare for Upgrade
• DB Schema upgrade and Site Collection Upgrade is now
separate, allows Site Collection owners to ‘pre...
Claims Migration
Claims Migration
• Classic Mode Auth Web Apps in SharePoint 2010
(the default) need to be migrated to Claims first
before ...
Claims Migration
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•
•
•
•
•
•
•
•
•
•
•
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•

$WebAppName = "http://old.companyabc.com"
$wa = get-SPWebApplication $WebApp...
Content Upgrade
Content Database Overview
1. Test Upgrade Process using TestSPContentDatabase cmdlet
2. Create new SP 2013 Farm with same ...
Content Upgrade
• Test the Content
Databases for upgrade
using the TestSPContentDatabase
cmdlet
• Address issues before
mi...
Content Upgrade
• After issues have been resolved, use
Mount-SPContentDatabase to mount DB
in SharePoint 2013
• Percentage...
Content Upgrade
• Second set of PowerShell commands
continues the upgrade
• Get-SPSite –ContentDatabase
CONTENTDBNAME –Lim...
Content Upgrade
• Check the status of
the upgrade using
GetSPSiteUpgradeSessio
nInfo
• Syntax: GetSPSiteUpgradeSessio
nInf...
Site Collection Health Checks
Upgraded Site Collection Visuals
Service Application
Upgrade
Service Application Upgrade
• Some Service Apps DBs can be Upgraded
– UPA (Sync, Social, and Profile Databases)
– Project ...
Service App Upgrade – Managed
Metadata Service Step-by-Step
• Create the new Service Application Pool on
the 2013 Server t...
Service App Upgrade – Managed
Metadata Service Step-by-Step
• 2nd step is to reference the restored database for
upgrade
•...
Service App Upgrade – Managed
Metadata Service Step-by-Step
• 3rd step is to create the Service Application
Proxy
• Use th...
Service App Upgrade – Managed
Metadata Service Step-by-Step
• The Managed Metadata Service
Application should then be visi...
Service App Upgrade – Managed
Metadata Service Step-by-Step
• And
the
Term
Store
shoul
d
then
be
visible
Service App Upgrade – Managed
Metadata Service Step-by-Step
• Finally, change the Content Type Hub
URL using the following...
Service App Upgrade – User Profile
Sync Step-by-Step
• Use the
miiskm
u tool
to
export
out the
UPA
key
Service App Upgrade – User Profile
Sync Step-by-Step
• Run through the MIISKMU tool and
export the key sets
Service App Upgrade – User Profile
Sync Step-by-Step
• Enter Credentials that run the current
SP2010 UPA
Service App Upgrade – User Profile
Sync Step-by-Step
• Create the new Service Application Pool
for the UPA
Service App Upgrade – User Profile
Sync Step-by-Step
• You
must
find
the
GUID
of the
new
UPA
using
a SQL
Quer
y
Service App Upgrade – User Profile
Sync Step-by-Step
• The GUID is then used in the creation of
the new Service Applicatio...
Service App Upgrade – User Profile
Sync Step-by-Step
• The UPA will then be visible as a Service
Application from within S...
Service App Upgrade – User Profile
Sync Step-by-Step
• Copy the
encryption
key to the
bin folder
• Use the /?
to find the
...
Service App Upgrade – User Profile
Sync Step-by-Step
• Inject the key using the GUID provided
and the command syntax below
Service App Upgrade – User Profile
Sync Step-by-Step
Michael Noel
Twitter: @MichaelTNoel
www.cco.com
Slides: slideshare.net/michaeltnoel
Travel blog: sharingtheglobe.com
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SPCA2013 - Upgrade to SharePoint 2013 - A Cautioned Approach
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  • Introduction slide
  • SPCA2013 - Upgrade to SharePoint 2013 - A Cautioned Approach

    1. 1. Upgrade to SharePoint 2013: A Cautioned Approach Michael Noel - CCO
    2. 2. Michael Noel • • Author of SAMS Publishing titles “SharePoint 2013 Unleashed,” “SharePoint 2010 Unleashed”, “Windows Server 2012 Unleashed,” “Exchange Server 2013 Unleashed”, “ISA Server 2006 Unleashed”, and a total of 19 titles that have sold over 300,000 copies. Partner at Convergent Computing (www.cco.com) – San Francisco, U.S.A. based Infrastructure/Security specialists for SharePoint, AD, Exchange, System Center, Security, etc.
    3. 3. What we will cover • Upgrade Fundamentals – Requirements for Upgrade – Version to Version and Build to Build Specifics – Third-Party vs. MS Approach • • • • Pre-Upgrade Tasks Claims Upgrade Content Upgrade Service Application Upgrade – Managed Metadata Upgrade – User Profile Synch Upgrade • Post-Upgrade Tasks
    4. 4. Upgrade Fundamentals
    5. 5. Upgrade to SharePoint 2013 • In-Place Upgrade is NOT Supported • Database Attach is the only supported MS upgrade option • Only the following databases can be upgraded: – – – – – – – Content Databases Business Data Connectivity Managed Metadata PerformancePoint Secure Store Search User Profile (Profile, Social, and Sync DBs)
    6. 6. Assessing What to Upgrade • Just because you can upgrade a Service Application DB, doesn’t mean that you necessarily should • Only upgrade those SAs that have critical data in them. If you haven’t invested anything into UPA or the Managed Metadata store, simply create new ones in SP 2013. • This will keep the process simple. • A content-only migration can be made relatively simple by following this rule
    7. 7. Upgrade to SharePoint 2013 • Microsoft Approach ONLY allows upgrade from SharePoint 2010 directly to SharePoint 2013 • Upgrades from SharePoint 2007 or SharePoint 2003 must first upgrade to SharePoint 2010 first. • 3rd Party tools remedy this, but for additional cost
    8. 8. Upgrade to SharePoint 2013 • Build to Build and Version to Version are Supported • But can’t move ‘down’ in versions… • For example, the following is supported: – – – – – SP Foundation 2010 to SP Foundation 2013 SP Foundation 2010 to SP Server 2013 (Std. or Ent) SP Server 2010 Std. to SP Server 2013 Std. SP Server 2010 Std. to SP Server 2013 Ent. SP Server 2010 Ent. to SP Server 2013 Ent. • But the following is NOT supported: – Ent to Std. – Server to SPF
    9. 9. Upgrade: Chance to Rearchitect • Design completely new farm based on Best Practices • Move to new version of SQL (2012 ideally,) including moving off of SQL Express • Incorporate High Availability and Disaster Tolerance • Prepare the new farm in tandem, while the old one is running – test for functionality and upgrade
    10. 10. Upgrade: Take Advantage of SQL 2012 AlwaysOn Availability Groups
    11. 11. Upgrade: Test the Process • Run a ‘dry run’ of the migration process on the newly built SharePoint farm • Test out migration of all content, ideally • At a minimum, a ‘spot migration’ of content should be performed • Have content owners identify if migration was successful • When complete, delete the databases and migrate again
    12. 12. Prepare for Upgrade
    13. 13. Prepare for Upgrade • Recreate the following on the new farm: – Alternate access mappings – Authentication providers and authentication modes that are being used – Quota templates – Managed paths – Self-service site management settings – Incoming and outgoing e-mail settings – Customizations (solution packages, etc.) – Certificates • Clean up the SP 2010 farm for upgrade: – Check for and repair all database consistency errors. – Turn off Web Analytics service application – Remove PowerPoint Broadcast Sites
    14. 14. Prepare for Upgrade • DB Schema upgrade and Site Collection Upgrade is now separate, allows Site Collection owners to ‘preview’ the new visuals before comitting. • Upgrade keeps SharePoint 2010 in ‘native’ format, by providing both a ‘14’ and a ’15’ hive on the web role servers • Avoids the majority of issues that have affected SharePoint upgrades in the past by allowing them to be previewed • Not a long term solution, preferred to move to SharePoint 2013 mode quickly, and administrators can force site collection upgrades by a certain point in time
    15. 15. Claims Migration
    16. 16. Claims Migration • Classic Mode Auth Web Apps in SharePoint 2010 (the default) need to be migrated to Claims first before Upgrade • Exception is if you create a Classic-Auth Web App in SharePoint 2013 (not recommended) • Requires PowerShell scripting to be done on the SP2010 Server in advance • Alerts may need to be regenerated after the claims migration and Search may have issues (known work-arounds exist)
    17. 17. Claims Migration • • • • • • • • • • • • • • $WebAppName = "http://old.companyabc.com" $wa = get-SPWebApplication $WebAppName $wa.UseClaimsAuthentication = $true $wa.Update() $account = "COMPANYABCSHAREPOINTADMIN" $account = (New-SPClaimsPrincipal -identity $account -identitytype 1).ToEncodedString() $wa = get-SPWebApplication $WebAppName $zp = $wa.ZonePolicies("Default") $p = $zp.Add($account,"PSPolicy") $fc=$wa.PolicyRoles.GetSpecialRole("FullControl") $p.PolicyRoleBindings.Add($fc) $wa.Update() $wa.MigrateUsers($true) $wa.ProvisionGlobally()
    18. 18. Content Upgrade
    19. 19. Content Database Overview 1. Test Upgrade Process using TestSPContentDatabase cmdlet 2. Create new SP 2013 Farm with same AAMs 3. Create a web application (delete default DB) 4. Set source DB to ‘Read-Only’ 5. Backup existing Content DB 6. Restore Content DB to new SQL Server 7. Run Mount-SPContentDatabase cmdlet to upgrade DB schema 8. Run Get-SPSite –ContentDatabase CONTENTDBNAME –Limit All | Upgrade-SPSite – VersionUpgrade to upgrade Site Collections
    20. 20. Content Upgrade • Test the Content Databases for upgrade using the TestSPContentDatabase cmdlet • Address issues before migrating • Example: TestSPContentDatabase ServerInstance SQLSERVERNAME -Name DBNAME -WebApplication http://webapptargetname
    21. 21. Content Upgrade • After issues have been resolved, use Mount-SPContentDatabase to mount DB in SharePoint 2013 • Percentage indicator will show how long the upgrade will take
    22. 22. Content Upgrade • Second set of PowerShell commands continues the upgrade • Get-SPSite –ContentDatabase CONTENTDBNAME –Limit All | UpgradeSPSite -VersionUpgrade
    23. 23. Content Upgrade • Check the status of the upgrade using GetSPSiteUpgradeSessio nInfo • Syntax: GetSPSiteUpgradeSessio nInfo – ContentDatabase CONTENTDBNAME – ShowInProgress – ShowCompleted ShowFailed
    24. 24. Site Collection Health Checks
    25. 25. Upgraded Site Collection Visuals
    26. 26. Service Application Upgrade
    27. 27. Service Application Upgrade • Some Service Apps DBs can be Upgraded – UPA (Sync, Social, and Profile Databases) – Project Databases (all 4 databases get merged into 1 in SharePoint 2013) – Secure Store Database – Social Database – Search Admin Database – Managed Metadata Database • Web Analytics is Retired • Other Service Apps do not store any data that requires migration • Process for migrating each Service App is as follows: – Create or Declare existing Application pool for Service Application – Restore Service Application database – Create Service Application Proxy
    28. 28. Service App Upgrade – Managed Metadata Service Step-by-Step • Create the new Service Application Pool on the 2013 Server that will house the old 2010 DB • Use New-SPServiceApplicationPool cmdlet
    29. 29. Service App Upgrade – Managed Metadata Service Step-by-Step • 2nd step is to reference the restored database for upgrade • Use New-SPMetadataServiceApplication cmdlet to create the connection between the S.A. and the DB
    30. 30. Service App Upgrade – Managed Metadata Service Step-by-Step • 3rd step is to create the Service Application Proxy • Use the NewSPMetadataServiceApplicationProxy cmdlet
    31. 31. Service App Upgrade – Managed Metadata Service Step-by-Step • The Managed Metadata Service Application should then be visible in SPCA
    32. 32. Service App Upgrade – Managed Metadata Service Step-by-Step • And the Term Store shoul d then be visible
    33. 33. Service App Upgrade – Managed Metadata Service Step-by-Step • Finally, change the Content Type Hub URL using the following cmdlet (note that –HubUri is used…the ‘i’ is accurate.)
    34. 34. Service App Upgrade – User Profile Sync Step-by-Step • Use the miiskm u tool to export out the UPA key
    35. 35. Service App Upgrade – User Profile Sync Step-by-Step • Run through the MIISKMU tool and export the key sets
    36. 36. Service App Upgrade – User Profile Sync Step-by-Step • Enter Credentials that run the current SP2010 UPA
    37. 37. Service App Upgrade – User Profile Sync Step-by-Step • Create the new Service Application Pool for the UPA
    38. 38. Service App Upgrade – User Profile Sync Step-by-Step • You must find the GUID of the new UPA using a SQL Quer y
    39. 39. Service App Upgrade – User Profile Sync Step-by-Step • The GUID is then used in the creation of the new Service Application Proxy for the UPA
    40. 40. Service App Upgrade – User Profile Sync Step-by-Step • The UPA will then be visible as a Service Application from within SPCA
    41. 41. Service App Upgrade – User Profile Sync Step-by-Step • Copy the encryption key to the bin folder • Use the /? to find the GUID of the key
    42. 42. Service App Upgrade – User Profile Sync Step-by-Step • Inject the key using the GUID provided and the command syntax below
    43. 43. Service App Upgrade – User Profile Sync Step-by-Step
    44. 44. Michael Noel Twitter: @MichaelTNoel www.cco.com Slides: slideshare.net/michaeltnoel Travel blog: sharingtheglobe.com SharePoint 2013 Unleashed: tinyurl.com/sp2013unleashed

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