SharePoint Saturday LA - Upgrade from SharePoint 2010 to 2013

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This slide is a copy of the talk given by Shereen at SharePoint Saturday LA on upgrading a SharePoint 2010 environment to SharePoint 2013 including backup of service applications and content databases, testing, installation and upgrade.

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SharePoint Saturday LA - Upgrade from SharePoint 2010 to 2013

  1. 1. Upgrading SharePoint 2010 to SharePoint 2013 Shereen Qumsieh | Co-Founder, Dynamic Owl Consulting
  2. 2. Co-Founder of Dynamic Owl Consulting Microsoft Certified Professional Organizer of Vancouver SharePoint Developers Group Blog: sharepointdeveloperhq.com | blog.qumsieh.ca Contributing Author SharePoint Trainer & Speaker Introduction: Shereen Qumsieh 2 Headshot
  3. 3. Dynamic Owl 3 • SharePoint consulting services • Custom development & infrastructure • Critical Path certified training company • Business focused - Strategy & Roadmap - Governance - Change Management - Requirements Elicitation - Intranets and Digital Workplaces
  4. 4. Today’s Agenda 4 • What’s new with upgrading to SharePoint 2013 • Overview of the upgrade process • Lessons learned and best practices for upgrade • Demo: Upgrading from SharePoint 2010 to SharePoint 2013
  5. 5. What’s new with upgrading to SharePoint 2013 What do we need to know before planning our upgrade?
  6. 6. Options for upgrade in previous versions 6 SharePoint 2003 to 2007 • Database attach, In-place upgrade, Gradual upgrade1 SharePoint 2007 to 2010 • Database attach, In-place upgrade2 SharePoint 2010 to 2013 • Database attach3
  7. 7. What’s been improved 7 • Deferred site collection upgrade • Site collection health checker • Upgrade evaluation site collections • Notifications for life-cycle events • Throttles for site collection upgrade • SharePoint compatibility modes • Upgrade logging
  8. 8. Deferred Site Collection Upgrade 8 • All upgraded site collections initialized in 2010 UI mode • Site collection administrators can now upgrade their sites at their leisure • No longer requires that farm administrators manage this task
  9. 9. Site collection health checker 9 • Health checks help prepare for an upgrade • Looks for common issues and displays a report of findings • Blocks upgrade if issues are detected • Available for site collection administrators
  10. 10. Upgrade evaluation site collections 10 • Allows you to preview an existing site in SharePoint 2013 • SharePoint creates a copy of the site collection • Takes advantage of SQL Snapshot capability if present - Causes no read-only outage as source is snapshot - Available in SQL Enterprise and SQL Developer editions • Otherwise uses site collection backup process - Causes read-only outage during copy • Changes made to evaluation site do not affect original • Set to expire and delete automatically
  11. 11. Notifications for life-cycle events 11 • Status bar notification alerts that upgrade is available • Status bar notifies if site is in read-only mode
  12. 12. Throttles for site collection upgrade 12 • Ensures that upgrades do not affect your farm • Even if 100 administrators design to upgrade at the same time, not all are run at the same time • Built in throttle defaults • Web app: 5 • Content database: 10 • Content of a site: < 10MB and has < 10 sub webs
  13. 13. SharePoint compatibility modes 13 • SharePoint 2013 can support 14 and 15 modes • Your 2010 solutions will continue to work in 2013 • Also known as compatibility levels • Identify customizations in your environment • Is the customization still valuable? • Keep the customizations, don't upgrade the sites • Replace or redo the customizations • Discard the customizations
  14. 14. Upgrade logging 14 • Use the Upgrade Status page in Central Administration • Review the log files to look for errors or warnings • Changed to ULS format • Can be imported into Excel • Includes Correlation ID
  15. 15. Overview of the upgrade process I’m ready to upgrade, now what?
  16. 16. What are the steps? 16 • Create SharePoint 2013 farm • Backup SQL databases in SharePoint 2010 farm and copy to new farm • Restore SharePoint 2010 databases in SharePoint 2013 farm • Upgrade services applications to update their table schemas for SharePoint 2013 • Mount content databases to existing web applications • Upgrade site collections
  17. 17. Database-attach support 17 • Supported • Content databases • Business Data Connectivity • Managed Metadata • PerformancePoint • Secure Store • User Profile (Profile and Social) • Search administration • Not supported • Configuration database • Search index database • Sync database
  18. 18. Authentication support for upgrade 18 • SharePoint 2013 does not support classic mode via UI, must be done via PowerShell • Recommended that you upgrade to Claims prior to migration to 2013 • Test-SPContentDatabase will detect issues with authentication
  19. 19. Test-SPContentDatabase 19 • Finds issues between content DB and web application • Can test a database not connected to the farm • Can test a database already connected to the farm • Lists out issues including orphans • Missing referenced server side customizations • Missing Features • Missing Templates/Site Definitions • Missing Web Parts
  20. 20. Mount-SPContentDatabase 20 • Initiates Content Database upgrade • Ensure you mount the content db that contains the root site collection • Runs internal consistency/orphans check • Runs web application compatibility checks • Web parts • Features • Site Definitions • Event handlers • Authentication/security migration references
  21. 21. Lessons learned and best practices for upgrade What should I watch out for?
  22. 22. Best practices for upgrade 22 • Build out a test farm to run a trial upgrade • Take stock of all customizations and determine whether or not they are required • Remove any existing products or features you no longer require • Set your database to read-only in production farm • Ensure solutions are installed in 14 mode
  23. 23. Demo: Upgrading SharePoint 2010 to SharePoint 2013 Demonstration of the upgrade process.
  24. 24. Questions?
  25. 25. Wrap-up: contact details Shereen Qumsieh (Vancouver) E: shereen@dynamicowl.com T: @msshushu W: www.dynamicowl.com B: www.SharePointDeveloperHQ.com
  26. 26. Atera Prime K2 Axceler KnowledgeLake CBT Clips KwizCom Dell QuickStart Hershey Technologies Virtualworks Platinum & Gold Sponsors Silver Sponsors

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