In this drill down discussion, Joel Oleson and Mo take on the Upgrade methods drilling into the various options and taking scenarios and providing value. Contributions: Sean Livingston

2. (OFS302) Upgrading to SharePoint 2010 Joel Oleson SharePoint Architect Quest Software http://sharepointjoel.com Muhanad Omar SharePoint Consultant Devosis

3. Who is SharePoint Joel? 9+ Year SharePoint Veteran 5 Years in MS IT & Online 2 Years in SharePoint Product Team Product Architect for Deployment Advisor Sr. SharePoint Architect SharePoint Product Architect & Strategy @ Quest

4. Pre Upgrade

5. Learning from PreUpgradeCheck

6. Test-SPContentDatabase

7. Upgrade

8. Insight on Upgrade Binary Upgrade In Place - New Timeout, Resume on failures Database Attach - New Parallel, Progress Indicator Visual Upgrade Separate process Delegation by default

9. In-Place Upgrade All-at-once upgrade Must upgrade the whole farm at one time No SP 2007 and SP2010 in same farm Schedule downtime Simplest approach, but *most risky*! No going back Resume Upgrade if problems occur Recommendations Run Test-SPContentDatabase from SP 2010 farm against databases Do a full farm backup before you start!

10. 1. In Place - Binary Approach to Upgrade Caution: Not recommended for most deployments…

11. Database Attach Upgrade Safer, Requires more planning (A good thing) Upgrade is done on a separate 2010 farm Done database-by-database Can be used as 2 step gradual visual upgrade Use Test-SPContentDatabase (PowerShellcmdlet) to test database first To attach Upgrade-SPContentDatabase (PowerShell) Addcontentdb operation (STSADM) Parallel database upgrades are possible

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

13. Visual Upgrade Stay in 2007 (default) or move to 2010 UI 2010 ships 2007 Master pages and CSS UI Preview capability Farm admin or site admin controlled Web level setting Some items not 2007 UI compatible My site host PWA site collection Report Server web parts

14. Attaching Database to SP2010 Farm

15. Post Binary Upgraded Site: Preview Visuals

17. Tactical Insights

18. Operations SchedulingBenchmark upgrade operations schedule Note: 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.

19. Common Upgrade Failure Issues & Recovery Determine cause of failure Status Page & Upgrade Logs: Error log Full upgrade log Customizations Management Commands: Test-SPContentDatabase stsadm -o EnumAllWebs Fix issue(s) Install missing or updated customizations Activate missing services; farm, web app settings Resume upgrade Farm upgrade command Content database specific upgrade command Service specific upgrade commands

20. Upgrade Strategies

21. Windows PowerShell Upgrade Cmdlets Test-SPContentDatabase Discover and Document issues 2007/2010 Mount-SPContentDatabase Initiate Content database B2B/V2V upgrade Upgrade-SPContentDatabase Resume Content database B2B/V2V upgrade Upgrade-SPEnterpriseSearchServiceApplication Search Service Application Instance Upgrade-SPSingleSignOnDatabase O12 SSO data to Secure Store database

22. Binary Approaches to Upgrade - Hybrid

23. SSP to Service App Each SSP upgrades into: A Search service app A User Profiles service app An Excel service app An App Registry back-compat service app New Services can be activated/added

24. Visual Upgrade Caution No Visual backward compatible UI for My Sites Database Attach into My Site Host In place upgrade your My Site Host Other Services UI may be impacted Project Web Access site collection Reporting Server web parts

25. Thank You!

26. Learn More about SharePoint 2010 Information forIT Prosat TechNet http://MSSharePointITPro.com Information forDevelopersat MSDN http://MSSharePointDeveloper.com Information forEveryone http://SharePoint.Microsoft.com

27. question & answer

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