SharePoint 2010 Upgrade and Migration


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The webinar will include several demonstrations and discuss:

Who should upgrade, why & when
An overview of the major differences between SharePoint 2007 & 2010
How to assess your existing SharePoint deployment and identify upgrade risks and opportunities
Specific tasks that need to be done to plan and prepare for SharePoint 2010
Best Practices for supporting parallel environments, migration, preserving the investment in your existing SharePoint deployment, etc.
Avoiding common pitfalls

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  • PAUL
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  • PAULOther possible additionsWord Automation ServicesBusiness Connectivity ServicesOffice Web Applications
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  • Primary Source:, assemblies will not need re-compilationAny code used outside of a web context should be recompiled (i.e. timer jobs, feature activation/installation, etc.)Use SharePoint Solution Packages (WSPs)Importing SharePoint 2007 WSPs not created using VSeWSS is not supportedSite Templates deprecatedExisting sites based on the template will upgradeTo create new sites using the template a site using the template, upgrade the database, and export the site as a WSPSharePoint 2007 Themes deprecatedSharePoint 2007 Themes will not upgrade and must be converted to the new SharePoint 2010 ThemeChanges to OOTB files will not upgradeExample:document icons and noise wordsThese changes will not upgrade and must be recreatedCode performing large queries will failQueries on SPList items that exceed 5000 items will failIncrease the default query threshold or modify the queryConsider Visual UpgradeUse the SharePoint:VersionedContent or SharePoint:VersionedPlaceHolder controls to support v3 and v4 UI characteristicsUse SPWeb.UIVersion to check what UI version the site it using
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  • PAULIf they need help, we’ve had access to SharePoint 2010 for over a year – we can guide them thru the processMentionDownloads, Recording & Email invite to ECM in SharePoint 2010 WebinarExplain SharePoint GamePLAN Q & A - EVERYONE
  • PAULIf they need help, we’ve had access to SharePoint 2010 for over a year – we can guide them thru the processMentionDownloads, Recording & Email invite to ECM in SharePoint 2010 WebinarExplain SharePoint GamePLAN Q & A - EVERYONE
  • SharePoint 2010 Upgrade and Migration

    1. 1. SharePoint 2010 Readiness<br />Webinar Series By:<br />
    2. 2. Speakers<br />Paul Papanek Stork<br />SharePoint MVP & Author <br />ShareSquared Sr. Architect & Lead Consultant<br />MBA, MCT, MCSE, MCSD, MCDBA, MCITP, MCPD…<br />Gary LaPointe<br />SharePoint MVP <br />ShareSquared Sr. Architect & Lead Consultant<br />
    3. 3. Agenda<br />A sprinkling of demos throughout…<br />Introduction (Paul)<br />What’s New in SharePoint 2010?<br />Upgrade: Who, When & Why<br />SharePoint 2007 to 2010 Upgrade (Gary)<br />Server Preparation<br />Choosing an Upgrade Approach<br />Dealing with customizations<br />Upgrade Best Practices (Paul)<br />Q & A<br />
    4. 4. What’s New<br />Too much to cover in a quick overview<br />A few important changes for everyone:<br />Fluent User Interface (the Ribbon)<br />Sandboxed Solutions<br />Claims based Authentication<br />Managed Metadata Service<br />Social Computing improvements<br />Gary will cover other differences that affect Admins & Architects…<br />
    5. 5. Upgrade: Who, When & Why<br />Considerations:<br />Good candidates for upgrade<br />You need certain 2010 features<br />You have not done significant customizations<br />Get a second opinion if:<br />You have a large deployment<br />You’ve done significant customization<br />Timing:<br />Start planning & install the Beta now!<br />Run parallel environments until the release<br />
    6. 6. Intro to SharePoint 2010<br />
    7. 7. Audience Survey<br />What is your primary role in planning for SharePoint 2010?<br />Decision Maker, Influencer or Sponsor<br />Admin, Architect or Developer<br />Analyst or End User<br />Consultant<br />
    8. 8. Server Preparation<br />SQL Server<br />SQL 2008 R2 or SQL 2008+SP1+CU2 (or greater)<br />SQL 2005 w/SP3 – supported / not recommended<br />SharePoint Servers<br />SharePoint 2007 SP2 + October CU (or greater)<br />October CU updates the preupgradecheck STSADM command<br />64 bit required<br />Windows Server 2008 Standard w/SP2 (or greater)<br />WCF Hotfix (not part of the prerequisites installer)<br />Minimum 8GB RAM<br />
    9. 9. Upgrade Approaches<br />
    10. 10. In-Place Upgrade<br />Use existing hardware – servers/farm offline during upgrade<br />Configuration and all content upgraded<br />Farm-wide settings preserved<br />Customizations available after upgrade<br />Recommended for small or non-production environments<br />
    11. 11. Database Attach Upgrade<br />New hardware<br />Upgrade multiple DBs at a time<br />Server farm settings not upgraded<br />Customizations must be transferred<br />Can consolidate multiple farms into one<br />Recommended if farm level configurations are minimal<br />
    12. 12. Hybrid 1: Read-only databases<br />Use Database Attach upgrade to preserve existing farm<br />Existing farm is put in read-only mode<br />Create a new farm and attach all content databases<br />Server farm settings not upgraded<br />Recommended over Database Attach<br />
    13. 13. Hybrid 2: Detach databases<br />Use in-place upgrade for farm settings to preserve configurations<br />Detach and upgrade content databases <br />Alternatively, upgrade content databases in a temporary farm<br />Recommended if farm level configurations are significant<br />
    14. 14. Customizations<br />Some assemblies will not need re-compilation<br />Use SharePoint Solution Packages (WSPs)<br />Site Templates deprecated<br />SharePoint 2007 Themes deprecated<br />Changes to OOTB files will not upgrade<br />Code performing large queries will fail<br />Consider Visual Upgrade<br />Don’t forget to check 3rd party vendors for updates to installed packages!<br />
    15. 15. Upgrading to 2010<br />
    16. 16. Audience Survey<br />Where are you on the SharePoint 2010 adoption curve?<br />Planning to upgrade as soon it’s released<br />Will upgrade once the product has been out awhile (e.g. after the first service pack)<br />Unsure – need more information<br />No plans to upgrade<br />
    17. 17. Upgrade Best Practices<br />Update to SharePoint 2007 SP2 or later<br />Migrate to 64-bit servers<br />Archive old site collections prior to upgrade<br />Update desktops to Office 2010 for enhanced features <br />Evaluate Upgrade versus Migration<br />Plan sufficient excess capacity<br />Backup, Backup, Backup!!!<br />Review Upgrade Status and logs<br />Provide user training<br />
    18. 18. Avoiding Upgrade Pitfalls<br />Freeze your Farm during upgrade<br />Identify all customizations (features, solutions & assemblies)<br />Use the pre-upgrade checker <br />Don’t upgrade a broken farm<br />Perform a trial upgrade on a test farm<br />Use STSADM to re-attach content DB’s<br />Don’t upgrade to Beta 2 too soon<br />
    19. 19. Audience Survey<br />What do you see as next steps?<br />Assessment of current environment & overall SharePoint 2010 readiness<br />Training for SharePoint 2010<br />Planning for SharePoint 2010 implementation<br />
    20. 20. SharePoint GamePLAN<br />Jumpstart your SharePoint 2010 Deployment<br />2-5 Day Session with a Sr. SharePoint Architect MVP or MCM<br />Includes<br />Education on SharePoint 2010<br />Brainstorming & Requirements Development<br />Assessment – hardware, AD, skills, etc.<br />Planning & Implementation Roadmap <br />$8,500 + travel for a 4-day engagement <br />Email or <br /> call 800-445-1279 x300 to schedule<br />
    21. 21. Resources and Q & A<br />Assessment, Planning & Implementation<br />SharePoint 2010 GamePLAN<br />Contact us for implementation guidance<br />Learn more about 2010 features<br />Next Webinar: Image Capture & ECM in SharePoint 2010<br />Online resources<br />2010 Upgrade & Migration Resource Center<br /><br />Contact<br /><br />800-445-1279<br />