SharePoint 2010 Upgrade


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SharePoint 2010 Upgrade

  1. 1. SharePoint 2010UpgradeVeenus MaximiukSharePoint Managing ArchitectICC July 1, 2011
  2. 2. Agenda Upgrade Cycle Learn Prepare Test Implement Demo Validate Lessons Learned 2
  3. 3. Upgrade Cycle: Overview Learn • Requirements/ prerequisites • Upgrade methods • Downtime mitigation • Common Issues Validate Prepare• Upgrade event failures • Document environment• UI/UX issues • Manage customizations• Data issues • Plan upgrade strategy Implement Test • Build/upgrade farms • Build test farms • Deploy customizations • Use real data • Minimize downtime • Evaluate techniques • Monitor progress • Find issues early 3
  4. 4. Upgrade Cycle: Learn Learn • Requirements/prerequisites • Upgrade methods • Downtime mitigation • Common Issues 4
  5. 5. LearnMinimum Hardware Requirements • 64-bit Processor • Quad processor for WFE and Applications Servers • 2.5 GHz minimum per core • 4 GB for developer or evaluation use Memory • 8 GB for single server and multiple server farm Storage • 80 GB for installation 5
  6. 6. LearnMinimum Software RequirementsSQL Server/Server OS/Client Browser • x64 Edition SQL Server 2005 • Service Pack 3 and Cumulative Update 3 • x64 Edition SQL Server 2008 • Standard • SP1 and Cumulative Update 2 • x64 Windows Server 2008 SP2 Standard Operating System • x64 Windows Server 2008 R2 Standard • Internet Explorer 7, 8, and 9 Client Browser • Firefox 3.6 • Safari 4.04 6
  7. 7. LearnPrerequisites SharePoint Server • SQL 2008 Native Client • Windows Identity Foundation • Sync Framework Runtime v1.0 (x64) • Chart Controls for .NET Framework 3.5 • Filter Pack 2.0 • SQL Server 2008 Analysis Services ADOMD.NET • Speech Platform Runtime • Speech Recognition Language • Windows PowerShell 2.0 • Web Server Role • Application Server Role • Microsoft .NET Framework 3.5 SP1 Windows Server 2008 • KB976394 Windows Communication Foundation (WCF) Fix Windows Server 2008 R2 • KB976462 Windows Communication Foundation (WCF) Fix 7
  8. 8. LearnSupported Upgrade Methods • Preserve farm wide settings, customizations, and URLs In-place • Farm is offline during the upgrade process • Incur most downtime • Potential out of disk space risk Database • Upgrade multiple content DBs at the same time • Must transfer settings from old farm to new farm Attach • Must apply customizations manually • Preserve farm wide settings, customizations, and URLs • Upgrade multiple content DBs at the same time Hybrid • Farm is offline during the administrative databases upgrade process • Potential out of disk space risk 8
  9. 9. LearnVisual Upgrade An upgrade method that allows for independent upgrade of infrastructure and site rendering 9
  10. 10. LearnSupported In-place Upgrade Paths MOSS 2007 MOSS 2007 SharePoint SP2 x86 SP2 x64 Server 2010 WSS 3.0 SP2 MOSS 2007 MOSS 2007 SharePoint x86 SP2 x86 SP2 x64 Server 2010 SharePoint WSS 3.0 SP2 WSS 3.0 SP2 Foundation x86 x64 2010 10
  11. 11. LearnUnsupported Upgrade Methods Unsupported Scenarios Upgrade from earlier than WSS v3 SP2/MOSS 2007 SP2 Direct upgrade from WSS v2/SPS 2003 or earlier Side by side installation Gradual upgrade
  12. 12. LearnCommon Upgrade Failure Issues & Recovery Determine cause of failure Status Page & Upgrade Logs: Program FilesCommon FilesMicrosoft SharedWeb Server Extensions14Logs Error log Full upgrade log Customizations Management Commands: Test-SPContentDatabase 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
  13. 13. Upgrade Cycle: Prepare Prepare • Document environment • Manage customizations • Plan upgrade strategy 13
  14. 14. PreparePlan & Prepare Checklist Prepare Server, Client Desktop/Laptops Document environment Revisit Farm and network structure Review hardware end of life Identify customizations Plan for upgrade capacity disk space, memory, processor Plan upgrade strategy Farm/Topology/Services upgrade order/plan Order of Operations Downtime limits / mitigation plan Rollback process Schedule Communication Plan 14
  15. 15. PreparePreUpgradeCheck Command stsadm command shipped with SP2 -o preupgradecheck Checks for prerequisites and known issues Rules based Informational Errors Makes no changes Additional/updated rules is included in October Cumulative Update stsadm –o EnumAllWebs –IncludeWebParts improvements to find other customizations at SPWeb level 15
  16. 16. PreparePreUpgradeCheck Report • Content Sources & Start address • Farm & Search Topology Information & • Servers Configuration • Upgrade Types • AAMs, Large Lists & Libraries • Site Definition (referenced & missing) Important Issues • Installed Language Pack and • Features (referenced & missing) Dependencies • Custom List Views & Custom Fields Types, Web.config entries 16
  17. 17. PreparePreUpgradeCheck Report Sample – Passed 17
  18. 18. PreUpgradeCheck Report Sample PrepareRequires Attention 18
  19. 19. PreUpgradeCheck Report Sample Prepare 19
  20. 20. PrepareTest-SPContentDatabase Checks database compatibility before attaching Complements pre-upgrade checker report Reports data from server/database pairing Compares against a specific web application Identifies current or potential issues: Data orphans Missing site definitions Missing features Missing assemblies Works with 2007 and 2010 content databases Makes no changes to the database 20
  21. 21. PrepareTest-SPContentDatabase – Sample 21
  22. 22. PrepareTools to Identify Customizations & Cleanup Identify Customizations Cleanup• Windiff • Remove excessive document versions• Beyond Compare • Remove unused features, templates, web• Web.config parts • SafeControls elements • Repair Data Issues• SPDiag (SharePoint Admin ToolKit) • stsadm –o DatabaseRepair• PreUpgradeCheck • stsadm –o ForceDeleteList • Stsadm –o PreUpgradeCheck (in SP2) • stsadm -o VariationsFixupTool• Test-SPContentDatabase (PS Script 2010) • Delete Orphans • stsadm –o DeleteSite –force –id GUID • stsadm –o DeleteWeb –force –id GUID 22
  23. 23. PreparePre-Upgrade Considerations/Strategy Amount of Data and Customization • Upgrade performance is directly proportional to the amount of data being upgraded • Upgrade complexity is directly proportional to the amount of customization Dependent Applications • Consider upgrading from SQL Server 2005 to SQL Server 2008 before upgrading SharePoint • Web parts • Third party applications • Applications dependencies on v3 and may not work with v4 Downtime • Service Level Agreement (SLA) • In-Place vs. DB Attach vs. Hybrid URL Changes • DB Attach/Hybrid - URL may remain or change 23
  24. 24. Upgrade Cycle: Test Test • Build test farms • Use real data • Evaluate techniques • Find issues early 24
  25. 25. TestBuild Test Farms Use real data (copies of production databases) To identify trouble areas To determine upgrade performance Measure sequences and actions Use similar hardware if possible Use similar network/firewall configuration if possible 25
  26. 26. TestEvaluate Techniques Upgrade method Comparison of In-Place vs. DB Attach vs. Hybrid Downtime mitigation This will provide an estimated downtime for production upgrade Troubleshooting/validation Fix errors Apply missing customizations Apply missing settings Web parts Third-party applications 26
  27. 27. TestSearch Run crawls and review logs Run search queries View query reports Web application level Site collection level Search people and profile Search customizations 27
  28. 28. TestCustomizations Large list query throttling STP files for sites are deprecated Save site as template now generates .WSP Master pages and CSS Toolbar actions properly moved to ribbon Workflows must be redeployed 28
  29. 29. TestCustomizations Considerations Customization Common Choice RecommendationSite template Recreate in v4 Recreate in v4 using WSP modelCustom site definition Create v4 site definition Migrate sites to OOTB site definition, Create User-defined function upgrade then apply features with (UDF) solution deploymentUn-ghosted page Revert to site definition Review options: retain customizations or revert and possibly re-ghostAdd-ons workflow, server Determine per solution Determine per solutioncontrols Contact vendor Contact vendorCustom web parts Works most of the time Test it out on a test serverEvent handler Works most of the time Rewrite and redeploy as a featureCode or pages in /_layouts Ignore and re-evaluate Analyze and create solution deployments for requirementsThemes Recreate in v4 Use Visual Upgrade Recreate theme in v4 29
  30. 30. Upgrade Cycle: Implement Implement • Build/upgrade farms • Deploy customizations • Minimize downtime • Monitor progress 30
  31. 31. ImplementRequired Accounts • Domain user account • Member of the Administrators group on each SharePoint server • SQL Server login on the computer that runs SQL Setup User Account Server • Member of the following SQL Server security roles • Securityadmin fixed server role • Dbcreator fixed server role • Domain user account • Dbcreator fixed server role Server Farm • Securityadmin fixed server role Account • Db_owner fixed database role for all databases in the server farm 31
  32. 32. ImplementHybrid Upgrade Process Run the pre-upgrade checker Disconnect users Run Microsoft SharePoint 2010 Products Preparation Tool Detach content and SSP databases Run setup An opportunity to back out Run SharePoint Product and Technologies Configuration Wizard Convert forms-based authentication to claims based authentication Only if Web application was configured to use forms-based authentication 32
  33. 33. ImplementHybrid Upgrade Process (cont’d) Attach content and SSP databases Wait… Configure new services Managed Metadata service Upgrade profile properties to managed metadata and User Profile service applications Move-SPProfileManagedMetadataProperty Update-SPProfilePhotoStore Wait again Start a full crawl 33
  34. 34. ImplementPrerequisite Installer 34
  35. 35. ImplementIn-place/Hybrid Upgrade Previous Version 35
  36. 36. ImplementSpecify Farm Security Settings This is a password that is used to encrypt all communications across the farm. The farm passphrase is required to be input anytime you wish to remove a server from the SharePoint farm or add a server to the farm. The password should be recorded and kept in a safe place and can be changed through Windows PowerShell by the administrator. 36
  37. 37. ImplementIn-place/Hybrid Upgrade 37
  38. 38. ImplementSharePoint Services Access Services Secure Store Service Application Registry Service State Service Business Data Catalog Usage and Health Data Collection Excel Services User Profile Service Application Lotus Notes Connector Visio Graphics Service Managed Metadata Service Web Analytics Web Service PerformancePoint Service Word Conversion Service Application Application Search Service Application 38
  39. 39. ImplementIn-place/Hybrid Upgrade - SSP 39
  40. 40. ImplementInstallation Process – Database Attach Run Microsoft SharePoint 2010 Products Preparation Tool Run setup wizard Run PowerShell to create SharePoint configuration and Central Administration Content databases Run SharePoint Product and Technologies Configuration Wizard Register Managed Accounts Run Server Farm Configuration Wizard to provision Service Applications POC or Development Run PowerShell to Create Service Applications Staging and Production environments 40
  41. 41. ImplementCustomizations Install upgrade definition file Copy CSS and images Web parts Web services Install features Install solutions Web.config changes 41
  42. 42. ImplementUpgrade Tasks for DB Attach Set database to be read-only Backup and restore content database Create Web Application Test Database Test-SPContentDatabase -Name Content_DB -WebApplication http://MyPortal Look for UpgradeBlocking: False/True Upgrade SSP Start User Profile and Managed Metadata services Run New-SPProfileServiceApplication Run New-SPProfileServiceApplicationProxy 42
  43. 43. ImplementUpgrade Tasks for DB Attach (cont’d) Upgrade My Site Host and Personal Site Collections Run Test-SPContentDatabase Install missing DLLs and features Run Test-SPContentDatabase again Mount-SPContentDatabase Set up My Sites Run iisreset Upgrade Content Databases Mount-SPContentDatabase -Name Content_DB –WebApplication http://MyPortal Validate Site 43
  44. 44. Database Attach UpgradeWalkthrough Demo 44
  45. 45. Upgrade Performance ImplementWhy prediction is difficult Database Shape Centric Hardware Centric• # Site Collections • SQL Disk I/O per second• # Webs • SQL Database to disk layout• # Lists • SQL Temp DB optimizations• # Document Versions • SQL CPU & Memory• Document Versions Size • WFE CPU & Memory• # Documents • Network Bandwidth & latency• # Links• Overall DB Size 45
  46. 46. Upgrade Cycle: Overview Validate • Upgrade event failures • UI/UX issues • Data issues 46
  47. 47. ValidateValidate Discussion Verify High Impact/High Profile sites Create a new site collection/libraries and verify basic functionality Review application event log and upgrade log for failures Review UI/UX issues (XHTML/SXLT/MasterPages) External Data Sources Security requires special attention post-upgrade Migrate to Claims Based Authentication 47
  48. 48. ValidatePost Upgrade Checklist Add Administrators to Web Application Set Default Quota Template Filter People Picker to Active Directory Forests stsadm -o setproperty -pn peoplepicker-searchadforests -pv "forest:demo.vm.local;,DOMAINAccountName,"Password" -url http://WebApplication AAMs IIS bindings Add Trusted paths Import Administrator-approved form templates and data connection files Configure Caching Scheduling the Warm-up Script on SharePoint Servers 48
  49. 49. Issues EncounteredE-mail alerts not sent to ‘Assigned To’ person Disable and re-enablePeople search error Property doesnt exist or is used in a manner inconsistent with schema settings.’ Check the Use Location Visualization check box – under People Search Core ResultsExcel services Add https under Trusted File LocationLarge list throttling Indexing Disable list throttling 51
  50. 50. Lessons LearnedCustomizations Solutions Training Features Install Productivity Hub Look in 12 hive TemplatesFeatures Custom Site Definitions Themes Sites may need to be re-ghosted Look in 12 hive TemplatesThemes Web.config Compare with OOTB web.config FAB 40 12 hive Cannot create a new version Compare with a clean environment Clean up data before upgrade Look for a different date than other folders Watch out for Workflow History Limit SharePoint Designer use 52
  51. 51. Automatic Installation Resources Remote Install with SPModule Allows for remote install of SharePoint 2010 farm using Windows PowerShell Automatic SharePoint Installer Scripted installs make for consistent environments and ideal for DR documentation 53
  52. 52. Customizations Upgrade Resources Upgrading a Custom Site Definition Upgrading Master Page 2007-wcm-site-to-sharepoint-2010-wcm.aspx collection-from-sharepoint-server-2007-wcm-to.aspx Upgrade Resource Center – SharePoint 2010 54
  53. 53. References Migration and Upgrade Information for SharePoint Developers Migration and Upgrade Information for SharePoint Server (IT Pros) Upgrade Documentation Troubleshooting Upgrade Issues Microsoft SharePoint 2010 Administration Toolkit Upgrade in WSS SDK 55
  54. 54. Q&A 56
  55. 55. Thank You Veenus Maximiuk Joe Hartsel 57