How to prepare for your SharePoint upgrade


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On April 24th, Julie Boudro presented on one of today's hottest SharePoint topics: SharePoint upgrade and migration planning.

View her SharePoint migration slide deck to determine your upgrade approach, prepare your environment, troubleshoot upgrade failures, and strategize cut-over.

And for more information on this or other SharePoint topics, visit our blog at

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How to prepare for your SharePoint upgrade

  1. 1. SharePoint Upgrade Scenarios
  2. 2. Quick FactsAbout Us Approach Partnerships• 22nd Year • Vendor • Microsoft Gold• Grand Rapids & Independent • VMware Enterprise Royal Oak • Non-reseller • Citrix Silver• 30 Staff • Professional • Cisco Registered Services Only • Novell Gold
  3. 3. Expertise
  4. 4. Get Social with C/D/HC/D/H Talks Tech C/D/H Tweets Tech
  5. 5. About meJulie BoudroConsultantMCITP, MCTS, MCTjulieb@cdh.com248.554.3176
  6. 6. Overview• Determining your upgrade approach• Preparing your upgrade approach• Troubleshooting upgrade failures• Cut-over strategies
  7. 7. Determine your upgrade approach• In-place upgrade – Development environment only• Database attachment – Production environments – Ideal for minimal farm-level configurations• Hybrid approach(es) – Read-only with a secondary farm – Detach database with in-place upgrade
  8. 8. In-place upgradePros ConsGreat for development Difficult to revert back to previousenvironment environmentUpgrades entire environment Farm is unavailable while theincluding Central Admin, SSP and upgrade is runningsites Limited control over the naming conventions for 2010 databases Servers must be running Windows Server 2008 (R2)
  9. 9. Database attachment upgradePros ConsGreat for environments with little Farm configurations are notfarm-level configuration upgraded from old environmentAbility to perform a test upgrade Shared Service Provider database is not automatically upgradedClean install of SharePoint 2010 Requires a “content freeze” for the final production upgradeMinimal downtime for end users If moving to a new SQL environment, databases must be copied over the networkEasy recovery in case of a failure
  10. 10. Hybrid option #1: Database attach with read-only databasesPros ConsExisting farm can be accessed Existing farm is read-onlywhile the upgrade is occurring onanother farmAbility to upgrade multiple site Farm configurations are notcollections / databases at the upgraded from old environmentsame timeMinimal downtime to users Shared Service Provider database is not automatically upgradedEasy recovery in case of failure Must copy databases over the network if moving to a new SQL environment
  11. 11. Hybrid option #2: In-place upgrade with database attachPros ConsFarm-wide configuration settings Hardware must be able to supportare upgraded SharePoint 2010Database attachment supports Farm is unavailable during thethe flexibility of upgrading multiple upgrade processsites which increases overallupgrade time
  12. 12. Preparing your upgrade approachHardware / Software Requirements Component Minimum requirement Processor 64-bit, four cores 4 GB for developer or evaluation use RAM 8 GB for production use in a single server or multiple server farm Hard disk 80 GB for system drive Windows Server 2008 R2 SQL Server 2005 with SP2 or Software SQL Server 2008 R2 or SQL Server 2012
  13. 13. Preparing your environment• SharePoint 2003 > SharePoint 2007 SP2• SharePoint 2007 SP2• Pre-upgrade checker – Alternate access mapping settings – Installed elements – Unsupported customizations – Orphaned objects – Valid configuration settings – Database requirements
  14. 14. Preparing your environment• Locate custom code• Clean house – Site collections – Third-party tools – Large databases – Document versions
  15. 15. Troubleshooting upgrade failuresKnown Upgrade Issues – Microsoft FAB 40 templates – Customizations – Custom site definitionsOther Issues – Missing customizations – Security and permissions – Lack of space
  16. 16. Cutover strategies• Communication plan• Trial upgrade• Test upgraded environment• Test visual upgrade• Content freeze• Production upgrade• Support
  17. 17. Conclusion• Determine the impact of an upgrade in your environment• Have a solid plan• Test, test, test• Post upgrade support plan
  18. 18. Thank YouRoyal Oak Grand Rapids306 S. Washington Ave. 15 Ionia SWSuite 212 Suite 270Royal Oak, MI 48067 Grand Rapids, MI 49503p: (248) 546-1800 p: (616) 776-1600 (c) C/D/H 2007. All rights reserved