This presentation walks you through the process of performing an upgrade from SharePoint 2007 to SharePoint 2010. It covers what you can do today to get ready, the prerequisites for the upgrade, the support upgrade approaches and concludes with an upgrade demonstration.

1. Ready, set… Upgrade! Cory Peters Chief SharePoint Architect Eastridge Technology, Inc.

2. About Me Chief SharePoint Architect at Eastridge Technology, Inc. MCP, MCTS, VTSP Gamer, gadget geek, speaker Working with SharePoint since Portal Server 2003 Comp Science from NCSU Worked with all aspects of SharePoint including Architecture Administration Implementation Development Branding

3. Agenda Upgrade Path Ready… Terminology Software and Hardware Clean up Set… Audit your environment Selecting an approach Planning for customizations Upgrade! Example process Database attach walkthrough Visual Upgrade

4. Upgrade path Assuming no third party utility

5. Ready… preparing your software, hardware, content and users

6. terminology

7. software

8. Hardware 64-bit

9. Client Browser Full functionality IE7, IE8 32bit Missing functionality Firefox 3.6 on Windows, OSX, Unix/Linux IE7, IE8 64bit Safari 4.04 and Firefox 3.6 on OS X 10.6 Snow Leopard IE6 not supported for non-publishing sites

10. Client Software If you are running previous versions then you should strongly consider upgrading Outlook Social Connector Visio Workflow Integration InfoPath Improvements SharePoint Workspace Office Upload Center

11. Clean up Backup content then delete old sites and webs Clean out old document versions Remove unused solutions, templates, features and web parts Browser versions Optimize your environment Rebalance your databases Clean up large lists You can start this today!

12. Set… Planning for your upgrade

13. Audit the Environment SP2 October 2009 CU Preupgradecheck Server info Farm info Upgrade types supported Site templates, features, language packs, AAM Urls OS Database schema Orphans Invalid settings / missing files stsadm-o preupgradecheck Note: This is a read only operation

14. Demo: Pre-upgrade check Review Report

15. Additional audit cmds stsadm -o enumcontentdbs stsadm -o enumallwebs stsadm -o enumsolutions

16. Determine an Approach

17. In-Place Pros Easy!! (if it works) Farm settings preserved Customizations are available (if they were supported) Cons Requires hardware to be 2010 ready Must wait for entire farm to complete upgrade before any content comes back online Scary… no roll-back All databases auto generated (GUIDs)

18. Database Attach Pros Upgrade multiple databases at one time Combine multiple farms into one farm at upgrade time Apply lessons learned during configuration Cons Very manual Server and farm settings not upgraded Customizations transferred manually Copying large databases over the network can be slow

19. Db Attach w/ AAM Redirect pros Same as DB Attach Can redirect users back to 2007 environment if the content has not yet been upgraded Uses 302 Redirect which is universally understood by all browsers cons Same as DB Attach Even more manual than Database Attach Works for web browsers but not office applications, 3rd party applications stsadm -o addzoneurl –url http://webapp –zonemappedurl http://webapp –urlzone default –redirectionurl http://oldwebapp

20. Hybrid #1 Pros All content available read-only during upgrade Hardware and software upgrade Upgrade multiple databases at once (Parallel upgrade) Cons Very manual Server / Farm settings not restored Customizations transferred manually Copying large databases over the network can be slow Most Common

21. Hybrid #2 pros Preserves farm/server settings Preserves customizations Upgrade multiple databases at once Can offload database upgrade to additional farms if necessary Faster than in-place upgrade cons Extremely manual Copying large databases over the network can be slow

22. Migration 3rd Party http://bit.ly/a4SMBg

23. Migration cont. pros Allows reorganization of content Scheduling of content migration Supports many source systems including previous versions of SharePoint that are not supported OOTB Down to item level migration cons This is a content move, not an “upgrade”. Ensure that the third party utility is going to move everything you expect it to. 3rd Party http://bit.ly/a4SMBg

24. Customizations 3rd party vendor products / solutions Ensure 2010 support Follow vendor upgrade path Internal customizations Ensure everything is WSP deployed Convert to Visual Studio 2010 Projects

25. Before you upgrade Ensure everything is working Take a backup Test, test, test! Plan for capacity Upgrade needs a lot of temporary disk space Perform your clean up tasks

26. upgrade! You’ve done your homework… now let’s get started

27. Hybrid #1 – The process Install new SharePoint 2010 Farm Create all your Web Applications Configure AAM and Authentication (FBA, etc) Create your Service Applications Search, User Profile, Excel Services, etc Deploy your customizations Set databases to read only in SP2007 Farm Backup databases in SP2007 Farm Copy databases to SP2010 Farm Restore databases to SP2010 Farm Attach databases in SP2010 Farm Update DNS entries

28. Attaching a database Step 1 Test-SPContentDatabase -Name DATABASENAME -WebApplication http://webapp

29. Attaching a database Step 2 Mount-SPContentDatabase-Name DATABASENAME -WebApplication http://webapp

30. Demo: Attach Database Featuring our friend powershell

31. Demo: Visual Upgrade Through the UI and again with the powershell

32. Visual Upgrade Get-SPSite http://siteurl | Get-SPWeb | Select Url, UIVersion Get-SPSite http://siteurl | Get-SPWeb | ForEach-Object { $_.UIVersion = 3; $_Update(); }

33. Resources Upgrade Resource Center http://technet.microsoft.com/en-us/sharepoint/ee517214.aspx Determining upgrade approach http://technet.microsoft.com/en-us/library/cc263447.aspx Upgrade best practices http://technet.microsoft.com/en-us/library/cc261992.aspx System requirements for upgrade http://technet.microsoft.com/en-us/library/cc263322.aspx Plan browser support http://technet.microsoft.com/en-us/library/cc263526.aspx

34. Questions? Contact Us 201 West Third Street Suite 1250 Winston-Salem, NC 27101 (336) 831-9800 Software Services for Customer Success Our Partners Stay Connected http://www.eastridge.net http://facebook.com/#!/EastridgeTechnology http://twitter.com/eastridgetech