SlideShare a Scribd company logo
Join us right after the event here at the
Woodlake Hotel for SharePint! Socialize and
    unwind after our day of learning.
Getting to 2010

 How we got there
About Me
• Beau de Graaf
  – Software Support
    Engineer III
• EMF Broadcasting
  – K-LOVE and Air1
  – 501c3
Our Motivations for Upgrading
• TFS Integration
• BI Tools
• SharePoint Designer
  2010 Feature Set
• New Look and Feel
• Create Development
  Environment
Migration Planning
• New Environment
• Database Attach and
  Upgrade
  – 170GB Content DB
• Pre-Upgrade Testing
  and Scripting
• Old Environment Set to
  Read Only After
  Migration
My Piece of the Puzzle

            • Testing Visual Upgrade
            • Customizations and
              Workflows
            • Troubleshooting
Things that Helped
• Inventory
   – stsadm.exe –o enumallwebs > sites.txt
• Convert to a Spreadsheet of Sites and
  Templates, store excel file on SharePoint.
   – For Matching Template name and Description from
     Above Command
      • http://blogs.technet.com/b/araviraj/archive/2008/06/18/sh
        arepoint-templates-types.aspx
   – Additional Template Information on Fab 40 Templates
      • http://www.sharepoint-answers.com/microsoft/SharePoint-
        Portal-Server/33810860/template-codes.aspx
Things that Helped
• Remove Problematic Features and Legacy
  Solutions
  – stsadm.exe –o preupgradecheck
     • http://technet.microsoft.com/en-
       us/library/cc262231.aspx
Site Cleanup
• Identify Pages that are
  custom for the sites that
  are being kept.
   – Log the Pages and
     workflow names in Excel
   – Document the Workflows
     in One Note
• Backup the ones you are
  cleaning up
   – stsadm.exe -o export -url
     <siteurl> -filename
     "D:SharePoint Backups
     2007Site
     Deletions<sitename>.bak"
Capture the Look and Feel
• Webkut – Free!!
  – Screenshot Application
    for Capturing the look
    and feel of pages to
    compare after applying
    new look and feel.
Browser Support (PC/Mac)
• IE 9
• Firefox (current release)
• Compatibility Matrix
   – Sharepointjoel.com
Fixing What Broke
• The List View Threshold
  – “This view cannot be displayed because it exceeds
    the list view threshold (5000 items) enforced by
    the administrator”
Visual Upgrade Oddities
• Reset to Site Definition
Broken Links
• Hard Coded URLs
  – We had some links that
    were still pointing to the
    old server via hard
    coded URLs.
Broken Lists
• Two Options
  – Recreate List
  – Save as Template with Data and Re-deploy
InfoPath Form Recreation
• WARNING!!
  – InfoPath Form
    Recreation + Promoted
    Fields + Custom Views =
    Recreation Nightmare
• Stubborn Forms
  – download/open/delete/r
    esubmit
Environmental Protection
• Removed access to SharePoint Designer for
  Site Owners and Designers.
  – Only Site Collection Administrators (Help Desk,
    SharePoint Support) can edit sites with this tool
• Removed access to change Site Themes.
  – Some users are already trying to change our
    beautiful styling.
Q&A
Beau de Graaf
bdegraaf@kloveair1.com
@bbdegraaf - Twitter
www.klove.com or www.air1.com


THANK YOU
Join us right after the event here at the
Woodlake Hotel for SharePint! Socialize and
    unwind after our day of learning.

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Getting to 2010 SharePoint Saturday Sacramento 2012

  • 1.
  • 2.
  • 3. Join us right after the event here at the Woodlake Hotel for SharePint! Socialize and unwind after our day of learning.
  • 4. Getting to 2010 How we got there
  • 5. About Me • Beau de Graaf – Software Support Engineer III • EMF Broadcasting – K-LOVE and Air1 – 501c3
  • 6. Our Motivations for Upgrading • TFS Integration • BI Tools • SharePoint Designer 2010 Feature Set • New Look and Feel • Create Development Environment
  • 7. Migration Planning • New Environment • Database Attach and Upgrade – 170GB Content DB • Pre-Upgrade Testing and Scripting • Old Environment Set to Read Only After Migration
  • 8. My Piece of the Puzzle • Testing Visual Upgrade • Customizations and Workflows • Troubleshooting
  • 9. Things that Helped • Inventory – stsadm.exe –o enumallwebs > sites.txt • Convert to a Spreadsheet of Sites and Templates, store excel file on SharePoint. – For Matching Template name and Description from Above Command • http://blogs.technet.com/b/araviraj/archive/2008/06/18/sh arepoint-templates-types.aspx – Additional Template Information on Fab 40 Templates • http://www.sharepoint-answers.com/microsoft/SharePoint- Portal-Server/33810860/template-codes.aspx
  • 10. Things that Helped • Remove Problematic Features and Legacy Solutions – stsadm.exe –o preupgradecheck • http://technet.microsoft.com/en- us/library/cc262231.aspx
  • 11. Site Cleanup • Identify Pages that are custom for the sites that are being kept. – Log the Pages and workflow names in Excel – Document the Workflows in One Note • Backup the ones you are cleaning up – stsadm.exe -o export -url <siteurl> -filename "D:SharePoint Backups 2007Site Deletions<sitename>.bak"
  • 12. Capture the Look and Feel • Webkut – Free!! – Screenshot Application for Capturing the look and feel of pages to compare after applying new look and feel.
  • 13. Browser Support (PC/Mac) • IE 9 • Firefox (current release) • Compatibility Matrix – Sharepointjoel.com
  • 14. Fixing What Broke • The List View Threshold – “This view cannot be displayed because it exceeds the list view threshold (5000 items) enforced by the administrator”
  • 15. Visual Upgrade Oddities • Reset to Site Definition
  • 16. Broken Links • Hard Coded URLs – We had some links that were still pointing to the old server via hard coded URLs.
  • 17. Broken Lists • Two Options – Recreate List – Save as Template with Data and Re-deploy
  • 18. InfoPath Form Recreation • WARNING!! – InfoPath Form Recreation + Promoted Fields + Custom Views = Recreation Nightmare • Stubborn Forms – download/open/delete/r esubmit
  • 19. Environmental Protection • Removed access to SharePoint Designer for Site Owners and Designers. – Only Site Collection Administrators (Help Desk, SharePoint Support) can edit sites with this tool • Removed access to change Site Themes. – Some users are already trying to change our beautiful styling.
  • 20. Q&A
  • 21. Beau de Graaf bdegraaf@kloveair1.com @bbdegraaf - Twitter www.klove.com or www.air1.com THANK YOU
  • 22.
  • 23.
  • 24. Join us right after the event here at the Woodlake Hotel for SharePint! Socialize and unwind after our day of learning.

Editor's Notes

  1. Introduction slide
  2. Conclusion slide
  3. AudienceReachLives Changed
  4. We had an InfoPath form that was having loading issues after the upgrade. It was determined that the best course of action was to rebuild the form from scratch. The bad news is that we did not take into account the custom list views that were created based off of the promoted fields from InfoPath. We then had to re-create the views by hand…
  5. Introduction slide
  6. Conclusion slide
  7. SharePint