The document outlines the key steps to successfully upgrade a SharePoint environment to Microsoft SharePoint 2013. It includes planning the upgrade strategy and process, identifying and addressing any customizations, testing the upgrade, upgrading databases, upgrading site collections, and addressing any issues that may arise. Potential upgrade paths are also discussed such as database-attach upgrades or search migrations.

1. › Determine strategy: minimize downtime and
plan for special cases
› Create a plan for current customizations
during the upgrade process: identify and
evaluate the customizations in your
environment
› Plan for site collection: plan for upgrade
evaluation sites, notifications, and throttling
› Plan for performance: plan for space and time
that is required
› Create a communication plan to coordinate
and communicate with the upgrade team,
site owners and users, and stakeholders
› Clean up the environment: make sure it is in a
healthy state. Delete unnecessary items
before upgrading
› Use a trial upgrade to find potential issues:
using your actual data in either a physical
or virtual environment
› Troubleshoot upgrade issues
› Troubleshoot site collection upgrade issues
› Branding issues that may occur when
upgrading to SharePoint 2013
› Restart upgrade: in case you encounter
errors during upgrade
› Checklist for database-attach upgrade
› Create the SharePoint 2013 farm for a
database attach upgrade
› Copy databases to the new farm for
upgrade to SharePoint 2013
› Upgrade service applications to SharePoint 2013
› Upgrade content databases
› Verify upgrade for databases
› Migrate from classic-mode to claims-based authentication
HOW TO
UPGRADE TO
MICROSOFT
SHAREPOINT
2013
You want to upgrade to Microsoft
SharePoint 2013, but don’t know where
to start? This infographic provides
everything you need to know to plan
and prepare for a successful upgrade
to Microsoft SharePoint 2013
Step 1 Get started
Step 2 Plan
Step 3 Test and troubleshoot upgrade
Step 4 Upgrade databases
› Download resources: map out the steps in
the process
› Read technical articles: find out new
requirements, approaches, and available
features and review testing methods
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› Run the site collection health checks: check
each site before you upgrade to
SharePoint 2013
› Upgrade a site collection: site collection
administrators can preview a copy of their
sites in SharePoint 2013 mode in advance
› Review upgraded site collections
› Manage site collection upgrades: farm
administrators manage the upgrade
queue and throttling settings
› Upgrade My Sites
Step 5 Upgrade site collections
› Upgrade from Office SharePoint Server 2007 or Windows
SharePoint Services 3.0
› Search-first migration from FAST Search Server for SharePoint 2010
› How to upgrade an environment that uses content type syndication
› Deploy custom features to upgraded site collections in SharePoint
Server 2013
› After the upgrade, users will soon realize the benefits of the new
Microsoft SharePoint 2013. Improvements will bring greater
flexibility for customization, better search facility, and richer
browser experience
Sources: https://technet.microsoft.com
Advanced upgrade scenarios
Get started
Plan
Test and troubleshoot
upgrade
Upgrade site
collections
Upgrade databases