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SPC.Org - Upgrading to SharePoint 2013


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“It will take too long.” “It will cost too much.” “Our users aren’t prepared for change.”

SharePoint upgrades seem scary, but there’s no need to panic. With the right planning, we can upgrade to the latest version more quickly, with less cost, and in a more user-friendly way than ever before. This session will provide practical steps for preparing, performing, troubleshooting, and evaluating your upgrade to SharePoint 2013. We’ll highlight common challenges and solutions for upgrades, both from an IT and business perspective.

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SPC.Org - Upgrading to SharePoint 2013

  1. 1. Upgradingto SharePoint 2013Bert Johnson
  2. 2. About Bert Johnson• SharePoint Architect with Protiviti• Microsoft Certified Master since 2010••• Twitter: @SPBert
  3. 3. Agenda• Overcoming Upgrade Constraints• What To Know Before Upgrading• Upgrade Planning and Preparation• Executing the Upgrade• Upgrade Verification and Cleanup• Troubleshooting Upgrades• Behind the Scenes
  4. 4. Overcoming UpgradeConstraints
  5. 5. Cost Constraints• Licensing, which may be included in your Enterprise Agreement• No “in-place upgrade”, so SharePoint 2013 will requirededicated servers / VMs• Legacy version upgrades (SPS2003, MOSS2007) may requirethird-party migration applications• Training investments shouldn’t be overlooked
  6. 6. Time Constraints• One or more trial upgrades should take place beforehand• Features and Information Architecture may need planning• Overall duration constrained by database size and IOPS• Once binaries and databases are upgraded, the search indexneeds to be rebuilt• Can be performed in phases:• Upgrade service applications before web applications• As-needed or “deferred” web application upgrades• Individual site collection upgrades can be delegated to users
  7. 7. Usability Constraints• No more “pre-upgrade check”; the process is more manual• To leverage new functionality, master pages need to beconverted to 15 mode• Overall, SharePoint 2013 provides a much more intuitive UIand requires less core training• SharePoint 2013 is mostly accretive, but some features havebeen removed
  8. 8. What To Know BeforeUpgrading
  9. 9. Upgrade Improvements• Test-SPContentDatabase• Deferred Site Collection Upgrades• Evaluation Upgrade Sites• Event Notifications System• Health Checks and Logging Improvements• Upgrade Throttling• V2V Service Application Support• All 2010 binaries, etc. installed; all features; existingcustomizations work; default
  10. 10. Upgrading from Legacy Versions• No direct upgrade path from SPS2001/2003 or MOSS2007• Options:• Upgrade to intermediate versions first• Use third-party tools• Manually migrate content• These are the most complex upgrades
  11. 11. Office 365• Nothing to worry about; Microsoft has it covered…• …except for usability, training, and communications• Office 365 is “versionless” going forward• Most SP2010->2013 cloud upgrades completed by end ofsummer
  12. 12. Deprecated Features• Legacy Web Analytics Feature• Barcodes• Chart Web Part• Document and Meeting Workspaces• Internet Explorer 7 Support• PowerPoint Broadcasting• Project Web Access• Slide Libraries• Visual Upgrade
  13. 13. Upgrade Planning
  14. 14. What Happens in a SharePoint Upgrade?1. PlanningA. Inventory settingsB. Test for blocking issuesC. Plan for customizations and UI updatesD. Determine upgrade parametersE. Create project planF. Change Management and communications2. PreparationA. Install new farmB. Mitigate blocking issuesC. Prepare customization upgrades3. ExecutionA. BackupB. Upgrade service applicationsC. Set upgrade parametersD. Upgrade web applicationsE. Upgrade site collections (at once or deferred)4. Verify, Clean Up, and CommunicateWhy Upgrades Succeed or Fail
  15. 15. Planning Step 1: Inventory Settings• Survey:• Servers• Databases• Customizations and solution packages• Save Get-SPFeature and Get-SPSolution files• Back up FEATURES directory• “Unghosted” / customized files• Search Settings• Authentication• Now is a great time to clean up unneeded content
  16. 16. Planning Step 2: Test for Blocking Issues• Install a SharePoint 2013 farm to test existing content databases• This doesn’t have to be the eventual production environment• No, there’s no way to accurately test a 2010 database without 2013• Run Test-SPContentDatabase for each content database andsave the output
  17. 17. Planning Step 3: Plan for Customizations/UI• Review known customizations• Ensure that all WSPs are available• These can be exported using Get-SPSolution and its SaveAs() method• Look for FEATURE differences between farm servers• Determine how UI changes will be applied• We can use the default 15 master page or create our own using thenew Design Manager• Plan for any custom authentication, such as FBA
  18. 18. Planning Step 4: Determine Upgrade Parameters• Are we doing a “big bang” upgrade with everything at once or agradual, user-defined upgrade?• If gradual, will “preview sites” be enabled?• Are we going to apply other changes, such as navigationchanges or feature roll-outs at the same time?• Should it be possible to create “SharePoint 2010 Mode” sites inthe new farm?• Will upgrade reminder emails be sent out?• How should concurrent site upgrades be throttled?
  19. 19. Planning Step 5: Create the Project Plan• Schedule pre-work and trial upgrades as far ahead as possible• If necessary, assign pre-work to end users first (e.g. deleteunused content ahead of time)• Account for usual SLAs• Create a master checklist with explicit task assignments
  20. 20. Planning Step 6: Change Management• Always account for:• Awareness• Desire• Knowledge• Ability• Reinforcement• Alert to the coming change early and get people on board• Leverage your “SharePoint” champions• If performing other changes, hold focus groups and pilots• SharePoint 2013 shouldn’t need extensive training over 2010
  21. 21. Upgrade Preparation
  22. 22. Preparation Step 1: Install New Farm• First create and execute upgrades of preproduction farms• You have those, right?• Ensure there’s plenty of storage for database upgrades• Deploy all solution packages and settings, includingauthentication• Patch to desired Cumulative Update
  23. 23. Preparation Step 2: Test for Blocking Issues• Re-run Test-SPContentDatabase on each database• Address common issues at the source:• Missing dependencies• Copy and deploy solution packages and/or feature folders• Orphaned sites• Remove-SPSite• Wide lists• Delete excess lookup, choice, or managed metadata columns• Consider upgrading to claims authentication• In 2010, $wa.UseClaimsAuthentication = $true; $wa.Update()
  24. 24. Preparation Step 3: Customization Upgrades• Recreate master pages using Design Manager• Plan feature-specific upgrades if appropriate• Check for deprecated APIs• Switch to using new REST web services• Make all custom code claims-aware
  25. 25. Upgrade Execution
  26. 26. Upgrade Step 1: Back Up Everything• Databases• File System• Encryption Key from User Profile Service
  27. 27. Upgrade Step 2: Service Applications• Core Service Applications are backwards compatible• Run PowerShell to upgrade each of the following first:• Business Data Connectivity• Managed Metadata• PerformancePoint• Search• Administration Database Only• Secure Store• User Profile• Profile, Social, and Sync Databases Only• Can attach to service proxies from original farm
  28. 28. Upgrade Step 2: Service Applications• Other Service Applications can be created from scratch• FAST Search• Requires several manual steps:• Office Web Apps• New version should be installed; no need to upgrade data
  29. 29. Upgrade Step 3: Set Parameters• $wa.CompatabilityRange: OldVersions, NewVersion, orAllVersions?• $wa.UpgradeReminderDelay and$wa.UpgradeMaintenanceLink• $wa.SiteUpgradeThrottlingSettings limits• $site.AllowSelfServiceUpdate: $true or $false?
  30. 30. Upgrade Step 4: Upgrade Content Databases• Attach each content database using Mount-SPContentDatabase• Automatically starts upgrade; Upgrade-SPContentDatabase resumes• Can run multiple database upgrades at a time• Can even do this on separate farms / SQL servers, then move the upgradeddatabases later• Optimize spindles / IOPS when possible• Very upgraded sites work and are unlocked
  31. 31. Upgrade Step 5: Upgrade Site Collections• Optionally, can choose to preupgrade some or all sitecollections• MySite host should be upgraded before MySites• Can be done through UI:• Run site collection health checks• Request evaluation site• Upgrade the site• Upgrade information logged to new _catalogs directory• Can be scripted:• Upgrade-SPSite• Note: upgraded files aren’t shredded by default
  32. 32. Verify Upgrade, Clean Up,and Communicate
  33. 33. Verify Upgrade, Clean Up, and Communicate• Use the “Upgrade Status” page in Central Administration• Review the log files for errors and warnings• Spot check for:• All content renders• Permissions appear correct• Search works• Custom functionality works• UI looks correct• Clean up backups and optionally shrink databases• Should be communicating throughout: make sure to highlightthe benefits when the new version launches
  34. 34. Troubleshooting Upgrades
  35. 35. Troubleshooting• “Wide List” Issue• Too many lookup, choice, and/or managed metadata columns• No workaround short of removing columns• Missing Solutions and Feature Definitions• Can use PowerShell to export .WSP definitions• As a last resort, can copy feature folders between environments• Path conflicts• Shouldn’t have created objects in _catalogs; will need to delete• “Unghosted” / Customized Files• No shortcut; need to revert customizations in order to use SharePoint 2013 look andfeel• Site locked after upgrading• Error likely occurred and upgrade didn’t finish; mitigate issue and rerun upgrade• Always check the logs
  36. 36. Behind the Scenes
  37. 37. SharePoint Upgrade Internals• Objects upgraded via SPSequence and SPAction in this hierarchy:• SPFarm• SPServices• SPFeatures• SPWebServiceInstances• SPWebServices• SPWebApplications• SPIISWebSite• SPFeatures• SPContentDatabases• SPSiteCollection• SPFeatures• SPWeb• SPWebTemplates• SPFeatures• Upgrade pipeline can be viewed in [Hive]ConfigUpgrade
  38. 38. Q&A
  39. 39. Resources• TechNet SP2013 Upgrade Center:• TechNet Known SP2013 Issues:• Discontinued Features:• Updates for SP2013:• Introduction to Upgrade:
  40. 40. About Bert Johnson• SharePoint Architect with Protiviti• Microsoft Certified Master since 2010••• Twitter: @SPBert