SPS Dubai Best Practice upgrading SharePoint from 2007/2010 to 2013 and 2013 SP1

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SPS Dubai Best Practice upgrading SharePoint from 2007/2010 to 2013 and 2013 SP1

  1. 1. Best practices on upgrading SharePoint from 2007/2010 to 2013 #SPSDXB Knut Relbe-Moe May 17th, 2014
  2. 2. Thanks to our sponsors!
  3. 3. Knut Relbe-Moe Senior Solution Architect Technical Lead SharePoint Steria AS Oslo, Norway Microsoft Certified Trainer Contact @sharePTkarm Email: knutrelbemoe@outlook.com Blog: www.sharepointblog.no Skype: shareptkarm Mobile: 0047-98224609 My Experience:  SharePoint evangelist, mentor, speaker  Old developer, turned Architect / ITPro  Have worked with SharePoint since the 2003 version.  Worked with several clients upgrading their solution from 2007/2010 to 2013.  Works as a Lead Architect and advisor creating SharePoint Farm architecture/infrastructure on many projects. With up to 25.000 users.  Worked with automating the installation and configuration of SharePoint.
  4. 4. I’m proud to work for:
  5. 5. About this session
  6. 6.  SharePoint doesn’t support upgrading straight from MOSS 2007 to SharePoint 2013. You first have to go trough SharePoint 2010.  SharePoint 2013 doesn’t support «In-Place upgrade». Which is a good thing!  SharePoint 2013 supports «database attach» which arrived with SharePoint 2010  SharePoint 2013 supports upgrade of some of the Service Applications
  7. 7. What can be upgraded?
  8. 8. What can be upgraded?
  9. 9. What about upgrade from 2007?
  10. 10. I have SharePoint 2007… Should I skip 2010?  You can’t skip 2010, because SharePoint doesn’t support upgrading straight from MOSS 2007 to SharePoint 2010
  11. 11. Upgrade path
  12. 12. Another option
  13. 13. Upgrade process – different options
  14. 14. Upgrade process – farm solutions Analyze todays environment
  15. 15. Upgrade process – moving to the cloud – best practice Rewrite the code to 2013 solution
  16. 16. Color Description Blue Supporting items for your decision Orange Solution is not cloud ready and can't be used with Office 365. So it has to be farm solution. Yellow Yellow: Can't be used with Office 365 multitenant. Could work with Office 365 dedicated (please verify it with Microsoft before starting to build it). Green Solution is cloud ready and can be used with Office 365 The decision chart is based on the idea, that you separate each use case and you do an evaluation for each of them. It could be that your solution is a mix of apps, sandbox solutions and a client application used to deploy and configure it. Adrian Fiechter @adrianfiechter http://tinyurl.com/oq87nnd
  17. 17. Iterative upgrade process Tobias Zimmergren Entrepreneur / Microsoft MVP / Technology Evangelist @zimmergren www.zimmergren.net http://t.co/LMdhQh4wnD
  18. 18. Don’t forget the impact a database upgrade can have on your environment
  19. 19.  If you run on a old version of SQL server you should consider upgrading to a new one at the same time as you upgrade the SharePoint environment  If your database is not set up correct you can get great effect on your environment by reinstalling or upgrading the database.  Always use SQL Alias when you install SharePoint, then it will be easy to move or upgrade your environment.  Process is very simple: Don’t forget the value of upgrading your SQL server
  20. 20. Databases require upgrade or not supported. Severity 1 - Error Category Configuration Explanation The following databases require upgrade because their versions are older than the backwards compatible range:
  21. 21. Step by step process on upgrading to SharePoint 2013
  22. 22.  Prepare and gather info  Clean up the 2010 environment (Remove faulty features, solutions that should not be used anymore)  Build servers / install 2013 SharePoint  Backup and upgrade of service application database  Upgrade your SP 2010 code to SP 2013  Backup and upgrade of content databases  Deploy 2010 WSP files to the 14 – hive in SP 2013  Test-SPContentDatabase – Correct any mistakes that occurs  Mount-SPContentDatabase – Probably fails  Migrate to claims  Upgrade site collection – Upgrade SPSite http://server/sitecollection  Deploy of SP2013 WSP-Files Step by step process on upgrading to SharePoint 2013
  23. 23. Step by step process on upgrading to SharePoint 2013
  24. 24. Step by step process on upgrading to SharePoint 2013
  25. 25.  Run Test- SPContentDatabase cmdlet to identify missing components along with potential errors and related warnings.  Check the upgrade log and deploy any missing components and re run the cmdlet until no errors returned Step by step process on upgrading to SharePoint 2013
  26. 26. Step by step process on upgrading to SharePoint 2013
  27. 27. Step by step process on upgrading to SharePoint 2013
  28. 28. Step by step process on upgrading to SharePoint 2013
  29. 29.  Migrate to claims if you didn’t do it in the 2010 environment Step by step process on upgrading to SharePoint 2013
  30. 30. Step by step process on upgrading to SharePoint 2013
  31. 31. Step by step process on upgrading to SharePoint 2013
  32. 32. Upgrade your Custom Solutions
  33. 33.  The migration report tells you how the upgrade went.
  34. 34. Check out the assembly references in your project that are pointing to any SharePoint assemblies Note that the assemblies have automatically been updated to the correct version of the SharePoint 2013 assembly.
  35. 35.  Path to the images folder  Path to the layouts folder  Path to the controltemplate folder Other code updates //images folder //layouts folder //controltemplates folder
  36. 36. Demo time: Content upgrade and code upgrade
  37. 37. Demo – summary  Create web application in 2013 farm  Set Source DB-To Read Only (in 2010 farm)  Backup existing content DB. (in 2010 farm)  Restore content db to new SQL Server  Test upgrade process using: Test-SPContentDatabase -name ContentDBName -webapplication http:/mydemo > c:autid.txt  Review log files for errors/upgrade blockers  Run Mount-SPContentDatabase command to upgrade DB (DB is updated but not site collections)  To upgrade the visual experience to 2013 on all site collections run the following command:  Get-SPSite -contentdatabase ContentDBName -Limit All | Upgrade-SPSite – VersionUpgrade  I have now shown you how to upgrade your custom solutions to 2013.  But for each solution you have to consider, shall I just convert the code, or shall I rewrite the code completely so it would also work with the new SharePoint App Model
  38. 38. Typical errors False Great!
  39. 39. Upgrading SharePoint 2013 To: SharePoint 2013 SP1
  40. 40. 1. Install SharePoint 2013 service-pack 1 on all servers. 2. Install SharePoint 2013 Language pack service pack 1 on all servers 3. Complete the upgrade with psconfig/config-wizard to complete on all servers 4. Install Windows 2012 R2 on all servers Alternative 1:
  41. 41. Upgrade to 2013 Service Pack 1
  42. 42. Windows 2012 is perfectly capable of mounting local ISO files as a virtual disc. Click the ISO, then run setup when the ISO is mounted. Prepare Windows 2012 R2 ISO 44
  43. 43. Run setup, accept the UAC elevation and begin the install. Get the updates 45
  44. 44. 46 Make sure you install the GUI Windows only. SharePoint doesn’t support server core. Make sure you select “upgrade” as it’s pretty much the entire point of this article/process.
  45. 45. Windows Upgrade Compatibility Check 47
  46. 46. Running Setup & Upgrading Windows 2012 to R2 48 Setup will restart a couple of times.
  47. 47. Verify SharePoint Functionality & Fixing Errors  As mentioned earlier, the upgrade to Windows 2012 R2 can leave SharePoint rather broken by default.  Specifically the Security Token Service can break because of a problem with then SharePoint farm certificate.  Click on “view these issues” and you might see something like this:
  48. 48. How to fix it! psconfig -cmd services install psconfig -cmd installfeatures psconfig -cmd secureresources
  49. 49. 1. Reinstall the Servers. 2. Install Windows 2012 R2 on all servers 3. Install SharePoint 2013 service-pack 1 on all servers. 4. Install SharePoint 2013 Language pack service pack 1 on all servers 5. Join the SP1 servers to the farm 6. Complete the upgrade with psconfig/config-wizard to complete on all servers 7. Remove the old 2013 servers from the farm
  50. 50. Upgrade to 2013 Service Pack 1 update
  51. 51. Link to the download of SP1 update KB Download KB Download KB Download KB Download
  52. 52. Scripted install of cumulative updates/Service Pack 1 To save a lot of time during installation of cumulative updates / service pack, take a look at Russ Maxwell powershell script to script the installation. This will save you a lot of time. http://blogs.msdn.com/b/russmax/archive/2013/04/01/why-sharepoint-2013- cumulative-update-takes-5-hours-to-install.aspx This script reduces the patch time from 5 hours to approximately 30 minutes Another note – Best practice on install
  53. 53. About the script 1. Disable the IISAdmin and SPTimerV4 service 2. Shut down IIS Admin and Timer Services if they are running 3. Give you the option to Pause the Search Service Application (see search notes below) 4. Stop Search Services (see search notes below) 5. Install the patch in passive mode (No user interaction required but will witness the patch install in the UI) Note: Power Shell should remain open in the background while patch is running 6. Upon completion of the patch, the Power Shell script, services in step 1 are set to Automatic 7. Starts up IIS Admin and Timer Services 8. Starts up Search services 9. Resume the Search Service Application if it was paused 10. Finally, the script will display the Start Time and End Time for patch install
  54. 54. Drop the SharePoint cumulative/sp1 update in the same folder as the script. For instance C:scripts How to run the script Important: Only one update should be placed here and the file extension should be .exe. Finally, run the script from c:scripts using SharePoint Management Shell. Example Screenshot during patching it looks like: Example Screenshot – Patching is complete!
  55. 55. How to succeed upgrading SharePoint
  56. 56. How to succeed upgrading SharePoint
  57. 57. How to succeed upgrading SharePoint
  58. 58. Another option:
  59. 59. Different migration tools
  60. 60. Summary
  61. 61. Thanks to
  62. 62. My contact details: Twitter: @sharePTkarm Email: knutrelbemoe@outlook.com / kirm@steria.no Blogg: http://www.sharepointblog.no Skype shareptkarm Mobile: 0047-98224609 Linkedin: http://no.linkedin.com/pub/k nut-relbe-moe/2/70b/6a/
  63. 63. Thank you!

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