SharePoint 2010 upgrades!

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SharePoint 2010 upgrades!

  1. 1. SharePoint 2010 Upgrades! “Notes From The Field”
  2. 2. Introduction• Eric VanRoy – Skyline Technologies • Senior Portal Systems Engineer – 8 years of SharePoint • SharePoint 2003, 2007 and 2010 – Upgrades completed • 2003-2007 • 2007-2010 • 2003 – 2007 – 2010 – evanroy@skylinetechnologies.com
  3. 3. Upgrade Options• InPlace – This is where the 2010 setup is run directly on the existing SharePoint 2007 server – All prerequisite must be met – Seldom used
  4. 4. Upgrade Options –Database Attach• Process – Create new SharePoint 2010 farm – Dry Run to the new farm – “Fix” problems – Real migration of content• Benefits – Side by side, limits the downtime – Allows for fail back – Allows for restructure – Allows for testing of upgrade – Allows for user acceptance
  5. 5. Database lessons• Database Schema not valid – Upgrade from 2003 to 2007 to 2010 – Database Diagram clicked – Indexes created• Space needed – Unexpected growth depending on functionality• Attaching the database will require using Powershell or stsadm
  6. 6. Custom Code lessons• Authentication providers – Forms Based requires Claims based Authentication – Custom Authentication for Classic mode will not run as Claims based, requires code updates• Custom Controls/Third party software – Out of box solutions to replace functionality – 64 bit versus 32 bit compile
  7. 7. Support lessons• SQL supported versions – Ensure SQL server meets minimum• My Sites – Should be on Separate URL• Accounts used – Should use least privileged accounts – Check the security on content databases
  8. 8. User Interface lessons• Fab 40 no longer exists – No upgraded version – Content database will be approximately double original size• Site Templates – STP files are no longer functional• Customized interfaces – Almost all site with look and feel customizations will need to be redone.• Plan for training and UI changes
  9. 9. Structure Change lessons• Services configurations – New Structure will create a number of services, databases, etc.• Database security – Not all services set the security correctly on content databases.• Browser file handling – Needs to be set to permissive for to allow for files to “open” direction from web without saving first
  10. 10. How to Prevent - Pre upgrade• PLAN• Preupgrade Check• Test-SPContentDatabase on new servers• Clean up in 2007• Understand the new features/services
  11. 11. How to Prevent -During upgrade• PLAN• Monitor servers – Disk space – Log files• Database upgrade can be run again
  12. 12. How to Prevent - Post Upgrade• PLAN• Review logs• Test• Run visual Upgrade• Test
  13. 13. Resources• Upgrade Planning - http://go.microsoft.com/fwlink/?LinkId=167099• Keys to a Succesful upgrade – Joel Oleson http://www.sharepointjoel.com/Lists/Posts/Post.aspx?ID=288• Cleaning up Orphan Sites – Joel Oleson http://www.sharepointjoel.com/Lists/Posts/Post.aspx?ID=291
  14. 14. Questions?• Eric VanRoy evanroy@skylinetechnologies.com Twitter @evanroy

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