1. The document provides an overview of upgrading from SharePoint 2007 to SharePoint 2010, including requirements, pre-upgrade checks, the binary and visual upgrade processes, and strategies for testing and performing the upgrade. 2. It recommends using the database attach binary upgrade approach for most deployments, as it is safer and allows upgrading databases in parallel. This separates the binary and visual upgrade processes into two steps. 3. Post-upgrade, services like search are upgraded into new service applications while maintaining backward compatibility, and visual upgrades can retain the 2007 user interface or move sites to the 2010 interface individually.

1. Upgrading Drill Down:SharePoint 2010Joel OlesonSharePoint ArchitectQuest Softwarehttp://sharepointjoel.com

2. Who is SharePoint Joel?~10 Year SharePoint VeteranSharePoint Product Architect, Evangelist & Strategy @ QuestTwitter: @joelolesonEmail: joel.oleson@quest.com

3. Upgrade Cycle: Overview

4. Pre Upgrade

5. SharePoint 2010 RequirementsSharePoint 2007 SP2 Update (December CU recommended)64 bit operating system for application serversWindows Server 2008 or 2008 R264 bit SQL ServerSQL 2005 SP3 CU3/2008 SP1 CU2/2008 R2For Development environments64-bit Vista SP1 and Windows 7Virtualization is supported and very common

6. Learning from PreUpgradeCheck

7. PreUpgradeCheck Failed Report (snippets)

8. SharePoint PreUpgradeCheck Report

9. Test-SPContentDatabase

10. Upgrade

11. Insight on UpgradeBinary UpgradeIn Place - New Timeout, Resume on failuresDatabase Attach - New Parallel, Progress IndicatorVisual UpgradeSeparate processDelegation by default

12. In-Place UpgradeAll-at-once upgradeMust upgrade the whole farm at one timeNo SP 2007 and SP2010 in same farmSchedule downtimeSimplest approach, but *most risky*!No going backResume Upgrade if problems occurRecommendationsRun Test-SPContentDatabase from SP 2010 farm against databasesDo a full farm backup before you start!

13. 1. In Place - Binary Approach to UpgradeCaution: Not recommended for most deployments…

14. Psconfig –cmd upgrade

15. Psconfig Upgrade Continued

16. Database Attach UpgradeSafer, Requires more planning (A good thing)Upgrade is done on a separate 2010 farmDone database-by-database Can be used with 2nd step visual upgradeUse Test-SPContentDatabase (PowerShellcmdlet) to test database firstTo attachMount-SPContentDatabase (PowerShell)STSADM –o Addcontentdb operationParallel database upgrades are possible

17. Read-Only Databases

18. 2. DB Attach- Binary Approach to Upgrade Recommended for most deployments…

19. Visual UpgradeStay in 2007 (default) or move to 2010 UI2010 ships 2007 Master pages and CSSUI Preview capabilityFarm admin or site admin controlledWeb level settingSome items not 2007 UI compatibleMy site hostPWA site collectionReport Server web parts

20. Attaching Database to SP2010 Farm

21. Central Admin Upgrade Status

22. Post Binary Upgraded Site: Preview Visuals

23. Visual Upgrade Options

25. Tactical Insights

26. Operations SchedulingBenchmark upgrade operations scheduleNote:Planned 36 hours outage.Up to 54 hours emergency outage if rollback is required.Downtime mitigation processes such as read-only databases can be used to reduce outage time.

27. Common Upgrade Failure Issues & RecoveryDetermine cause of failureStatus Page & Upgrade Logs:Error logFull upgrade logCustomizations Management Commands:Test-SPContentDatabasestsadm -o EnumAllWebsFix issue(s)Install missing or updated customizationsActivate missing services; farm, web app settingsResume upgradeFarm upgrade commandContent database specific upgrade commandService specific upgrade commands

28. Upgrade Strategies

29. Windows PowerShell Upgrade CmdletsTest-SPContentDatabaseDiscover and Document issues 2007/2010Mount-SPContentDatabaseInitiate Content database B2B/V2V upgradeUpgrade-SPContentDatabaseResume Content database B2B/V2V upgradeUpgrade-SPEnterpriseSearchServiceApplicationSearch Service Application InstanceUpgrade-SPSingleSignOnDatabaseO12 SSO data to Secure Store database

30. Upgrade TestingWhat are you looking for in a test?Upgrade IssuesDisk Full!!!Modified databasesCustomizationsAuthentication providersPoor dev practicesRecommendationsTest server side customizations & verify in both Visual Upgrade modesConsider preview environmentsSimilar hardware, Use real datasetsDon’t ignore warnings

31. Binary Approaches to Upgrade - Hybrid

32. SSP to Service AppEach SSP upgrades into:A Search service appA User Profiles service appAn Excel service appAn App Registry back-compat service appNew Services can be activated/added

33. Visual Upgrade CautionAAM redirection features is complex. Don’t use it if you don’t have to.No Visual backward compatible UI for My SitesDatabase Attach into My Site HostIn place upgrade your My Site HostOther Services UI may be impactedProject Web Access site collectionReporting Server web parts

34. ISV Upgrade/Migration SolutionsQuest Tech Preview of Migration Manager2003 to 2010 with post Migration SyncPremigration assessment for durationFreeware: Check out the Free Quest Reporting Solution http://www.quest.com/reportsforsharepointYou can also find Solutions from: Metalogix, Tsunami & AvePoint

35. SharePoint 2010 Upgrade eBookLaunch on May 12Coming Soon!!!

36. Quest Solutions for SharePoint Site Administrator for SharePoint Understand, manage and secure your SharePoint environmentQuest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and controlServer Administrator for SharePoint Configure, difference and health for your SharePoint farms* 2010 Tech PreviewsQuest Web Parts Enable rapid development of SharePoint applicationsRecovery Manager for SharePointGranular SharePoint recovery for enterprise-level needs* 2003 -2010 Tech PreviewMigration Manager for SharePoint SharePoint to SharePoint migrationFile Migrator for SharePoint File shares to SharePoint migrationPublic Folder Migrator for SharePointExchange Public Folders to SharePoint migrationNotes Migrator for SharePointNotes application content to SharePoint migration* 2010 Tech Preview

37. Thank You!

38. Learn More about SharePoint 2010Information forIT Prosat TechNethttp://MSSharePointITPro.comInformation forDevelopersat MSDNhttp://MSSharePointDeveloper.comInformation forEveryonehttp://SharePoint.Microsoft.com