Upgrading to SharePoint 2010 - Teched Middle East


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From Planning to exploring the methods. We take a look at SharePoint 2010 upgrade and look at the new features and options to better understand what the options are.

Contributions: Sean Livingston

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  • Upgrading to SharePoint 2010 - Teched Middle East

    1. 1.
    2. 2. (OFS302) Upgrading to SharePoint 2010<br />Joel Oleson<br />SharePoint Architect<br />Quest Software<br />http://sharepointjoel.com<br />Muhanad Omar<br />SharePoint Consultant<br />Devosis<br />
    3. 3. Who is SharePoint Joel?<br /> 9+ Year SharePoint Veteran<br />5 Years in MS IT & Online<br />2 Years in SharePoint Product Team<br />Product Architect for Deployment Advisor<br />Sr. SharePoint Architect<br />SharePoint Product Architect & Strategy @ Quest<br />
    4. 4. Meet Mo!<br />
    5. 5. Upgrade Cycle: Overview<br />
    6. 6. <ul><li>64 bit only
    7. 7. Operating System
    8. 8. SQL server
    9. 9. Missing dependencies
    10. 10. UI changes
    11. 11. Lack of space
    12. 12. Forms Authentication Providers
    13. 13. In-Place
    14. 14. Database Attach
    15. 15. Content
    16. 16. Profile
    17. 17. Project
    18. 18. WID to SQL Migration
    19. 19. Read-only content databases
    20. 20. Parallel upgrades:
    21. 21. Multiple temporary farms
    22. 22. Parallel database attach
    23. 23. AAM redirection</li></ul>Upgrade Cycle: Learn<br />Prerequisites<br />Common issues<br />Upgrade methods<br />Downtime mitigation<br />
    24. 24. Upgrade Cycle: Prepare<br />
    25. 25. Upgrade Cycle: Test<br />
    26. 26. Upgrade Cycle: Implement<br />
    27. 27. Upgrade Cycle: Validate<br />
    28. 28. Learning from PreUpgradeCheck<br />
    29. 29. SharePoint PreUpgradeCheck Report<br />
    30. 30. PreUpgradeCheck Failed Report (snippets)<br />
    31. 31. Upgrade Overview<br />Drill Down on Binary Upgrade Methods<br />Windows PowerShell Upgrade Cmdlets<br />Approaches to Upgrade<br />Dev - Feature Upgrade<br />Visual Upgrade<br />Patch Management<br />Downtime Mitigation Processes:<br />Parallel Upgrade Pipelines<br />Content DB Upgrade with AAM Redirection<br />Improved<br />Upgrade Status Reporting<br />Upgrade Logging<br />Read-only DB Support<br />Simplified Upgrade Methods<br />Removed<br />Gradual Upgrade<br />Side By Side Installation<br />
    32. 32. 64 bit SQL Server 2008<br />Why Upgrade?<br />Engine optimizations<br />FILESTREAM support for Remote Blob Storage (RBS)<br />Why Enterprise?<br />Backup compression (faster and smaller)<br />High Availability <br />Mirroring enhancements with built in support in SharePoint 2010!<br />Transparent database encryption<br />
    33. 33. Insight on Upgrade<br />Binary Upgrade<br />In Place - New Timeout, Resume on failures<br />Database Attach - New Parallel, Progress Indicator<br />Visual Upgrade<br />Separate process<br />Delegation by default<br />
    34. 34. Test-SPContentDatabase<br />
    35. 35. Attaching Database to SP2010 Farm<br />
    36. 36. Binary Upgraded Site: Preview Visuals – Sneak Peak Screenshot<br />
    37. 37.
    38. 38. DB Attach with SharePoint 2010 Powershell<br />demo<br />
    39. 39. Drill Down on Upgrade Methods<br />
    40. 40. 2010 MS Upgrade PhilosophyYou need to understand what MS was thinking<br />Detect issues early<br />Provide O12 tools to admins<br />Report critical issues at start of upgrade<br />Keep the administrator informed<br />No data loss<br />Keep content and settings<br />Minimize downtime<br />Downtime mitigation processes<br />Continue when at all possible<br />Ability to resume<br />Upgrade should not be catch 22<br />
    41. 41. In-Place Upgrade<br />All-at-once upgrade<br />Must upgrade the whole farm at one time<br />No SP 2007 and SP2010 in same farm<br />Schedule downtime<br />Simplest approach, but *most risky*!<br />No going back<br />Resume Upgrade if problems occur<br />Recommendations<br />Run Test-SPContentDatabase from SP 2010 farm against databases<br />Do a full farm backup before you start!<br />
    42. 42. Database Attach Upgrade<br />Safer, Requires more planning (A good thing)<br />Upgrade is done on a separate 2010 farm<br />Done database-by-database <br />Can be used as 2 step gradual visual upgrade<br />Use Test-SPContentDatabase (PowerShellcmdlet) to test database first<br />To attach<br />Upgrade-SPContentDatabase (PowerShell)<br />Addcontentdb operation (STSADM)<br />Parallel database upgrades are possible<br />
    43. 43. Visual Upgrade<br />Stay in 2007 (default) or move to 2010 UI<br />2010 ships 2007 Master pages and CSS<br />UI Preview capability<br />Farm admin or site admin controlled<br />Web level setting<br />Some items not 2007 UI compatible<br />My site host<br />PWA site collection<br />Report Server web parts<br />
    44. 44. UI Upgrade<br />Migrating to SharePoint 2010:<br />All content will migrate over<br />No changes required to site content or branding<br />SharePoint 2007 / 3.0 style UI is retained<br />Existing master pages & page layouts are used<br />Manually migrate to SharePoint 2010 UI <br />Ribbon, Improved Site Settings, AJAX<br />Visual Upgrade<br />
    45. 45. Upgrade Pipeline FlowUpgrade internals step by step<br />PSConfig<br />Stage 1: Boot Strap<br />Configuration Database<br />Admin Content Database<br />Pre-Joined Farm<br />Join Farm<br />Stage 2: Central Admin<br />Web Templates<br />SPIISSite Objects<br />Features Upgrade<br />Admin Web Service<br />Admin Web Application<br />Local Farm<br />Admin Content Databases<br />SPSites<br />PSConfig/Timer<br />SharedResourceProvider12 Objects<br />Partner Service Applications<br />Service Application Objects<br />Partner Databases<br />Stage 3: User Data<br />Local Farm<br />Web Templates<br />SPIISSite Objects<br />Features Upgrade<br />Web Application<br />SPSites<br />Content Databases<br />
    46. 46. Tactical Insights<br />
    47. 47. Customizations TestingWill it work after upgrade?<br />Custom JavaScript<br />Custom Services<br />Custom Features<br />Custom<br />Search Provider or Security Trimmer<br />Modified OOB Features<br />OM/Contract Compatibility<br />Structural Compatibility<br />User Interface and (x)HTML Compatibility<br />Custom Web Parts<br />Modified Databases<br />Custom Site Definitions<br />Custom CSS<br />Custom Authentication Providers<br />Modified OOB Site Definitions<br />
    48. 48. Upgrade TestingWhat are you looking for in a test?<br />Upgrade Issues<br />Disk Full!!!<br />Modified databases<br />Customizations<br />Authentication providers<br />Poor dev practices<br />Recommendations<br />Test server side customizations & verify in both Visual Upgrade modes<br />Consider preview environments<br />Similar hardware, Use real datasets<br />Don’t ignore warnings<br />
    49. 49. Operations SchedulingBenchmark upgrade operations schedule<br />Note:<br />Planned 36 hours outage.<br />Up to 54 hours emergency outage if rollback is required.<br />Downtime mitigation processes such as read-only databases can be used to reduce outage time.<br />
    50. 50. Upgrade PerformanceWhy prediction is difficult<br />Database Shape Centric<br />Hardware Centric<br /># Site Collections<br /># Webs<br /># Lists<br /># Document Versions<br />Document Versions Size<br /># Documents<br /># Links<br />Overall DB Size<br />SQL Disk I/O per second<br />SQL Database to disk layout<br />SQL Temp DB optimizations<br />SQL CPU & Memory<br />WFE CPU & Memory<br />Network Bandwidth & latency<br />
    51. 51. Common Upgrade Failure Issues & Recovery<br />Determine cause of failure<br />Status Page & Upgrade Logs:<br />Error log<br />Full upgrade log<br />Customizations Management Commands:<br />Test-SPContentDatabase<br />stsadm -o EnumAllWebs<br />Fix issue(s)<br />Install missing or updated customizations<br />Activate missing services; farm, web app settings<br />Resume upgrade<br />Farm upgrade command<br />Content database specific upgrade command<br />Service specific upgrade commands<br />
    52. 52. Upgrade InternalsMinutia and Nuances<br />V2V upgrade DBs set to simple recovery<br />DB growth during upgrade:<br />Versions and indexes; SQL logs<br />Shrink DBs after upgrade; not automatic<br />SQL timeouts:<br />Removed command timeouts (query time)<br />Retained connection timeouts<br />SetupPath fallback logic<br />Object locking during upgrade:<br />Maintained in config DB<br />Automatic removal of stale locks (2 minutes)<br />
    53. 53. Upgrade Strategies<br />
    54. 54. Read-Only Content DatabasesReducing perceived downtime<br />Not just for upgrade or patching<br />Manually initiated process<br />Read-only locking:<br />Content remains static<br />SQL controls read-only lock status<br />SharePoint promotes SQL lock to site lock<br />UI Trimming enforced by site lock<br />Upgrade copy of database on different farm<br />
    55. 55. Single Click Install - SQL MigrationHidden complexity in simple environments<br />Windows Internal Database not supported<br />DB could be >4GB<br />SQL Express 2008 (Single Click, Manual Install)<br />DB >4GB not supported<br />Migration Process Occurs Before Upgrade<br />Copy of WID Content DBs restored to WID<br />DBs scrubbed of BLOB data<br />DBs moved to SQL Express <br />DBs modified to support RBS<br />BLOBs copied into RBS<br />All Content DB migration with in-place upgrade<br />Individual Content DB migration command<br />
    56. 56. Windows PowerShell Upgrade Cmdlets<br />Test-SPContentDatabase<br />Discover and Document issues 2007/2010<br />Mount-SPContentDatabase<br />Initiate Content database B2B/V2V upgrade<br />Upgrade-SPContentDatabase<br />Resume Content database B2B/V2V upgrade<br />Upgrade-SPEnterpriseSearchServiceApplication<br />Search Service Application Instance<br />Upgrade-SPSingleSignOnDatabase<br />O12 SSO data to Secure Store database<br />
    57. 57. 1. In Place - Binary Approach to Upgrade<br />Caution: Not recommended for most deployments…<br />
    58. 58. 2. DB Attach- Binary Approach to Upgrade <br />Recommended for most deployments…<br />
    59. 59. Binary Approaches to Upgrade - Hybrid<br />
    60. 60. Downtime Mitigation Processes<br />Read-only databases<br />Parallel upgrade farms<br />Single farm, multiple upgrade sessions<br />Content database attach with AAM redirection<br />
    61. 61. SSP to Service App<br />Each SSP upgrades into:<br />A Search service app<br />A User Profiles service app<br />An Excel service app<br />An App Registry back-compat service app<br />New Services can be activated/added<br />
    62. 62. Visual Upgrade Capability<br />Stay in O12 UI (default) or move to O14 UI<br />O14 ships O12 Master pages and CSS<br />UI Preview capability<br />Farm admin or site admin controlled<br />Web level setting and OM<br />Some items not O12 UI compatible:<br />My site host<br />PWA site collection<br />Report Server web parts<br />
    63. 63. Visual Upgrade Caution<br />No Visual backward compatible UI for My Sites<br />Database Attach into My Site Host<br />In place upgrade your My Site Host<br />Other Services UI may be impacted<br />Project Web Access site collection<br />Reporting Server web parts<br />
    64. 64. Depreciation<br />Performance Point – Included in SharePoint 2010 Enterprise <br />My Site Host Redesign – No visual upgrade for my sites <br />Side by Side Installation - Gradual Upgrade <br />SSP Admin UI – Any work you did on either the SSP Admin Site Collection or the Central Admin site has changed.  <br />Admin task list and other task lists <br />Document Discussions is deprecated.  Not very common.<br />Deprecated Templates<br />SSP Admin Site<br />Great Plains (STSPKPL (Plus Pack)<br />
    65. 65. What about Custom Site Definitions?<br />Most custom site definitions from v3 should continue to work unmodified while in v3 UI mode of Visual Upgrade. However depending on what is in that site definition, a person may still want to do more featurization or other definition refactoring, which is where the upgrade definition file comes in handy. As always, test the existing definition against an upgraded server in both UI modes<br />Q&A with Sean http://bit.ly/sitedef<br />- Sean Livingston, Upgrade PM<br />
    66. 66. Dev - Feature Upgrade Capability<br />Optional Capability<br />Version Ranging for B2B or V2V Upgrades<br />Declarative Feature Upgrade Activities:<br />ApplyElementManifests<br />AddContentTypeField<br />MapFile<br />Custom Code Feature Upgrade<br />CustomUpgradeAction Activity<br />SPFeatureReceiver.FeatureUpgrading<br />Assembly in GAC<br />
    67. 67. What can I do today to prepare?<br />Work towards 64-bit server environments<br />Upgrade to Service Pack 2 (SP2)<br />Review and identify your customizations<br />Cleanup as much as possible<br />Verify custom solutions work and deploy in 2010<br />Optimize your large lists<br />Optimize your content databases<br />Run PreUpgradeCheck that’s part of SP2<br />
    68. 68. ISV Upgrade/Migration Solutions<br />Quest Tech Preview of Migration Manager<br />2003 to 2010 with post Migration Sync<br />Premigration assessment for duration<br />Freeware: Check out the Free Quest Reporting Solution http://www.quest.com/reportsforsharepoint<br />You can also find Solutions from: Metalogix, Tsunami & AvePoint<br />
    69. 69. Quest Solutions for SharePoint <br />Site Administrator for SharePoint <br />Understand, manage and secure your SharePoint environment<br />Quest SQL Server Solutions <br />Maximize SQL Server performance while simplifying tasks and providing visibility and control<br />Quest Web Parts <br />Enable rapid development of SharePoint applications<br />Recovery Manager for SharePoint<br />Granular SharePoint recovery for enterprise-level needs<br />Migration Manager for SharePoint <br />SharePoint to SharePoint migration<br />File Migrator for SharePoint <br />File shares to SharePoint migration<br />Public Folder Migrator for SharePoint<br />Exchange Public Folders to SharePoint migration<br />Notes Migrator for SharePoint<br />Notes application content to SharePoint migration<br />
    70. 70. Thank You!<br />
    71. 71. Learn More about SharePoint 2010<br />Information forIT Prosat TechNet<br />http://MSSharePointITPro.com<br />Information forDevelopersat MSDN<br />http://MSSharePointDeveloper.com<br />Information forEveryone<br />http://SharePoint.Microsoft.com<br />
    72. 72. question & answer<br />
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