Upgrade and Migration guidance to SharePoint Server 2007. Various methods, customizations and migration are considered. Prescriptive guidance delivered by Joel Oleson and Shane Young.

1. Shane Young Joel Oleson SharePoint MVP SharePointJoel.com SharePoint911 Microsoft

3. Content Management Server 2002 Microsoft Office SharePoint Server 2007 Windows SharePoint Services 3.0 SharePoint Portal Server 2003 Windows SharePoint Services 2.0

13. V2 Config DB V2 Content DBs V2 Search and User Profiles DBs V3 Config DB V3 Content DBs SSP DB Search DB

15. http://WSSold http://WSS http://WSS SQL Instance WSS Farm WSS 2003 Web App Temp Config Config Content Content WSS 2007 Web App

23. 2003 Farm 2007 Farm 2003 Content 2007 Content 2007 Config 2003 Config – SQL CPU – SQL Disk I/O SQL Server 2003 Content

27. In-Place Gradual DB Attach Pros Simple Uses existing hardware Provides granularity Provides revert back option Reduces user impact Uses existing hardware Upgrade to new farm Existing, 2003, farm not affected Cons Entire farm offline during upgrade No revert back option Failure will stop upgrade Hardware-intensive, memory and storage URL Redirects during upgrade Performance impact on 2003 farm WSS Scalable Hosting mode not supported Complex, many manual steps Requires new farm an up to double storage Scenarios Dev/Test platforms Medium, large farms Customized environments Large databases and site collections New hardware and topology WSS Scalable Hosting modes Large databases

30. Customization Common Choice Recommendation Site Template Revert to Site Definition Use Site Template Upgrade Toolkit Custom Web Part Works most of the time (Gradual) Test it out on a sample server with .NET 2.0 (DB Attach) Event Handler Works most of the time (Gradual) Rewrite and Redeploy as a Feature Un-ghosted Page Revert to site definition Review options: Retain customizations or revert Themes and Stylesheets Reapply Theme Create Masterpage or stylesheet to apply standardization Custom Site Definition Create v3 Site Definition Create Upgrade Mapping and Prescan Mapping Migrate sites to out of box site Definition, upgrade then apply features with Solution Deployment Code or pages in /_Layouts Ignore and re-evaluate (gradual) Analyze and create solution deployments for requirements Inclusions/Exclusions Ignore with Gradual Recreate Inclusions (DB attach) Exclusions are assumed Add-ons Workflow, Web Parts, Server Controls Determine per solution Contact vendor Determine per solution Contact vendor

36. 2003 Farm 2007 Farm SQL Instance Config Content 60EMPLATE033STSefault.aspx 12EMPLATESiteTemplatesTSdefault.aspx

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