Upgrading SharePoint 2010 to SharePoint 2013
Shereen Qumsieh | Co-Founder, Dynamic Owl Consulting
Co-Founder of Dynamic Owl Consulting
Microsoft Certified Professional
Organizer of Vancouver SharePoint Developer Group
Bl...
Today’s Agenda
4
• What’s new with upgrading to SharePoint 2013
• Overview of the upgrade process
• Lessons learned and be...
What’s new with upgrading to
SharePoint 2013
What do we need to know before planning our upgrade?
Options for upgrade in previous versions
6
SharePoint 2003 to 2007
• Database attach, In-place upgrade, Gradual upgrade1
S...
What’s been improved
7
• Deferred site collection upgrade
• Site collection health checker
• Upgrade evaluation site colle...
Deferred Site Collection Upgrade
8
• All upgraded site collections initialized in 2010 UI
mode
• Site collection administr...
Site collection health checker
9
• Health checks help prepare for an upgrade
• Looks for common issues and displays a repo...
Upgrade evaluation site collections
10
• Allows you to preview an existing site in
SharePoint 2013
• SharePoint creates a ...
Notifications for life-cycle events
11
• Status bar notification alerts that upgrade is available
• Status bar notifies if...
Throttles for site collection upgrade
12
• Ensures that upgrades do not affect your farm
• Even if 100 administrators deci...
SharePoint compatibility modes
13
• SharePoint 2013 can support 14 and 15 modes
• Your 2010 solutions will continue to wor...
Upgrade logging
14
• Use the Upgrade Status page in Central Administration
• Review the log files to look for errors or wa...
Overview of the upgrade
process
I’m ready to upgrade, now what?
What are the steps – Part 1
16
• Create SharePoint 2013 farm
• Install SharePoint 2013 in a new farm
• Install all custom ...
What are the steps – Part 2
17
• Restore SharePoint 2010 databases in SharePoint 2013 farm
• Upgrade services applications...
Database-attach support
18
• Supported
• Content databases
• Business Data Connectivity
• Managed Metadata
• PerformancePo...
Test-SPContentDatabase
19
• Finds issues between content DB and web application
• Can test a database not connected to the...
Mount-SPContentDatabase
20
• Initiates Content Database upgrade
• Ensure you mount the content db that contains the root s...
Authentication support for upgrade
21
• SharePoint 2013 does not support classic mode via UI, must be done via PowerShell
...
Lessons learned and best
practices for upgrade
What should I watch out for?
Best practices for upgrade
23
• Build out a test farm to run a trial upgrade
• Do a full test upgrade end to end to get an...
Demo: Upgrading SharePoint
2010 to SharePoint 2013
Demonstration of the upgrade process.
Questions?
Wrap-up: contact details
Shereen Qumsieh (Vancouver)
E: shereen@dynamicowl.com
T: @msshushu
W: www.dynamicowl.com
B: www.S...
Join us right after the event at the Firehouse Grill!
Socialize and unwind after our day of learning.
1765 E. Bayshore Roa...
SharePoint Saturday Silicon Valley - Upgrading from SharePoint 2010 to 2013
SharePoint Saturday Silicon Valley - Upgrading from SharePoint 2010 to 2013
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SharePoint Saturday Silicon Valley - Upgrading from SharePoint 2010 to 2013

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This slide is a copy of the talk given at SharePoint Saturday Silicon Valley 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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  • Introduction slide
  • Conclusion slide
  • SharePint
  • SharePoint Saturday Silicon Valley - Upgrading 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 Developer Group Blog: sharepointdeveloperhq.com | blog.qumsieh.ca Contributing Author SharePoint Trainer & Speaker Introduction: Shereen Qumsieh 3 Headshot
    3. 3. 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
    4. 4. What’s new with upgrading to SharePoint 2013 What do we need to know before planning our upgrade?
    5. 5. 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
    6. 6. 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
    7. 7. 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
    8. 8. 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
    9. 9. 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
    10. 10. Notifications for life-cycle events 11 • Status bar notification alerts that upgrade is available • Status bar notifies if site is in read-only mode
    11. 11. Throttles for site collection upgrade 12 • Ensures that upgrades do not affect your farm • Even if 100 administrators decide 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
    12. 12. 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
    13. 13. 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
    14. 14. Overview of the upgrade process I’m ready to upgrade, now what?
    15. 15. What are the steps – Part 1 16 • Create SharePoint 2013 farm • Install SharePoint 2013 in a new farm • Install all custom solutions • Configure service applications you don’t plan to upgrade • Create web applications, managed paths and AAMs • Backup SQL databases in SharePoint 2010 farm and copy to new farm • Place 2010 farm in read only mode • Backup all service application databases and content databases
    16. 16. What are the steps – Part 2 17 • Restore SharePoint 2010 databases in SharePoint 2013 farm • Upgrade services applications to update their table schemas for SharePoint 2013 • Ensure you start the services first • Mount content databases to existing web applications • Upgrade site collections
    17. 17. Database-attach support 18 • 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. 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
    19. 19. 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
    20. 20. Authentication support for upgrade 21 • 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
    21. 21. Lessons learned and best practices for upgrade What should I watch out for?
    22. 22. Best practices for upgrade 23 • Build out a test farm to run a trial upgrade • Do a full test upgrade end to end to get an idea of timing • 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 • Upgrade MMS before UPA • Service application upgrades must finish before you do content and personal sites • My Site host must be upgraded before any personal sites • Run performance testing!
    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. Join us right after the event at the Firehouse Grill! Socialize and unwind after our day of learning. 1765 E. Bayshore Road East Palo Alto, CA

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