Horizons' Event: SharePoint 2013 upgrades-Notes from the Field


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  • Use very graphical slides.
    All notes are included in a PDF at the end of the presentation.
    Will send out link to presentation
  • Pre-Upgrade (Detective Work)
    Gather authentication providers and authentication modes that are being used
    Incoming and Outgoing E-mail
    Use stsadm -o enumallwebs -includefeatures, -includesetupfiles, includewebparts, -includeeventreceivers, -includecustomlistview
    Check for orphans
    Stsadm -o databaserepair
    DON'T use -deletecorruption at first, let the tool give you a report
  • Pre-Upgrade (Clean out the Cobwebs)
    Get 2007 to SP3 and 2010 to SP2
  • So this is your typical SharePoint database…not very big with one or more site collections. Nothing to worry about.
  • Site collections about 100GB should be in a content database by themselves. You can move site collections to different databases.
    For 2007: for normal general collaboration usage of SharePoint, site collections should not exceed 100GB (soft limit)
    Main purpose is for backup and recovery.
  • In general for 2010, for normal general collaboration usage of SharePoint, site collections should not exceed 200GB (soft limit)
    Good database sizing article: http://technet.microsoft.com/en-us/library/cc298801.aspx
    Get databases properly sized (overall size and number of site collections)
    Lots of SCs: more than 5,000, get back down to about 1,000 per content database
    2013 gives warning at 2,000 and has a limit of 5,000
  • Do SQL database maintenance (DBCC CHECKDB, rebuild indexes (80 fill factor)
    Standard version will take indexes offline
    Remove PowerPoint Broadcast Sites
    Large lists
    More than 5,000 items or views with more than 8 special joins
    Talk about not changing settings (bad, bad, bad)
    Talk about indexing or using search
    Give example of a small list may use a group by off of calculated column but a large list may have a workflow that runs calculation on updates and stores permanently.
    Wide lists (row wrapping)
  • Throw out any unused stuff
    In 2010, check for 2010 sites that are still using visual upgrade (PowerShell)
  • If need to convert masterpage, http://startermasterpages.codeplex.com/ is a good start.
    Add to and then test regularly. Don't try to build whole master page and then test.
    If public facing, you can use www.modern.ie to test pages for IE compatibility
    Review new options and settings and determine how you want to use and set them.
    Review What’s New articles
  • Only option is database attach or third-party migration tools.
    Set up a test farm
    Note changes to recommended architecture
    Position of service applications
    Use Claims (it is the default and works)
    Host-named site collections and single web application
    Use separate service accounts model including separating farm and setup account.
    Use the same URLs as the real farm (update HOSTS file)
    Use different names for servers than the real farm
    Use a separate SQL server (don't cross the streams)
    Use AutoSPInstaller and AutoSPInstallerGUI
    Make search service account administrator during farm setup
    Document and move over CA settings.
    Use something like WinDiff or BeyondCompare to compare real hive with test hive
    Do NOT configure outbound e-mail except with great care
    Did you turn off Workflow Auto Cleanup timer job? If so, turn off in 2013
  • Install customizations
    Talk about compatibility switch
    Install-SPSwitch -CompatilityLevel
    The default behavior if this parameter is not specified is to install the solution only to the version directory based on the version tracked in the manifest of the solution's cab file.
    If at 2010, upgrade to claims on the 2010 side first. It at 2007, wait.
    Verify success in 2010 environment
    Use Convert-SPWebApplication
  • Upgrade databases
    Move over databases using SQL Backup and Restore
    Be sure to either restore using the farm account or use ALTER AUTHORIZATION to change the DBO before you connect to SharePoint
    If you don't, disconnect, drop user and make DBO.
    Upgrade service application databases
    From 2010 to 2013, recommend you can upgrade BDC, Managed Metadata, PerformancePoint, Secure Store, Search (don't recommend usually), User Profile (prefer UPRE if no MySites).
    From 2007 to 2013, recommend you can upgrade BDC, Secure Store, User Profile (lots of work and likely not worth it)
    Run test-spcontentdatabases
    Review what they find and need to fix and how to fix-tells them about missing customizations
    Upgrade database
    Talk about how to go from 2007 to 2013 and that you only upgrade database 2013
    Review logs
    Can restart upgrades using "upgrade-spcontentdatabase"
    Upgrade to claims if coming from 2007 (see above)
    Can use MigrateUserstoClaims property if only doing single database
    Upgrade site collections
    Talk about options, gui versus PowerShell
    Talk about straight conversion versus test upgrade process
    Review logs-placed in the site collection and the log directory of the server which ran the upgrade (these logs have more detail).
    Site won't render? Try going to /_layouts/settings.aspx to see if SC is working in general
    Test all important and high traffic sites but you can't test it all
    Will talk about some tools that will help later
    Rinse and repeat until all issues are addressed-in most cases, it will take several times
  • Resolve Issues
    Tools to gather information
    Microsoft IIS Log Parser and GUI tools
    Analytics (SharePoint, WebTrends, Google, etc.)
    Tools to find problems
    Duplicates List Field Scripts
    HTTrack: used to dump site to all HTML
    WAPT: Load Testing Tool
    XENU: Find Broken Links
    Tools to Fix Problems
    Correlation IDs are your friend in 2013!
    Travel all the way back to the SQL server
    Consistent across all servers in farm
    Use Merge-SPLogFile to gather logs from across multi-server farm
    Developer Dashboard is your friend!
    To turn on, you need the Health and Usage Application service application configured
    Use this PowerShell
    $svc = [Microsoft.SharePoint.Administration.SPWebService]::ContentService
    $dds = $svc.DeveloperDashboardSettings
    $dds.DisplayLevel = "On"
    ULS Viewer
    SharePoint Manager
    Feature Administration and Clean Up Tool
    Telerik's Fiddler
    Telerik's JustDecompile
    Large Text File (LTF) Viewer
  • Not free but good tools
    TFS and the Microsoft Feedback Client
    Atlassian's JIRA and JIRA Capture
    Beyond Compare
  • Things to know
    Upgrade speed is going to be effected by number of site collections, sites, lists, rowspan within list, document versions, documents, links or large databases over 100GB
    If upgrades take a long time, use Upgrade Logs to determine what pieces are taking longest time and see if items can be cleaned up from database.
    Upgrade speed is greatly determined by storage performance.
    Record how long it takes along the way. Needed to make a reasonable upgrade schedule.
    Ensure you have a rollback plan and know what time to back out.
  • Horizons' Event: SharePoint 2013 upgrades-Notes from the Field

    1. 1. SharePoint 2013 Upgrades: Notes from the Field Presented by: JD Wade, Lead SharePoint Consultant, MCTS, MCSE Mail: jd.wade@hrizns.com Blog: http://www.wadingthrough.com LinkedIn: http://linkedin.com/in/jdwade Twitter: @JDWade
    2. 2. • Cleaning Up • Conversion Work • How to Test Upgrade • Resolve Issues • Don’t Forget SharePoint • Detective Work
    3. 3. SharePoint
    4. 4. SharePoint
    5. 5. SC SC SC SC Content Database
    6. 6. SC Content Database
    7. 7. SC Content Database
    8. 8. SharePoint
    9. 9. SharePoint
    10. 10. SharePoint
    11. 11. SharePoint
    12. 12. SharePoint
    13. 13. SharePoint
    14. 14. SharePoint
    15. 15. SharePoint
    16. 16. SharePoint
    17. 17. SharePoint Saturday St. Louis Saturday, January 11, 2014 http://www.sharepointsaturdaystl.com http://www.hrizns.com http://www.wadingthrough.com/presentations
    18. 18. SharePoint Notes in PDF format Double click