Joel Oleson: SharePoint 2010 Upgrade Drill Down


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Joel Oleson: SharePoint 2010 Upgrade Drill Down

  1. 1. Upgrading Drill Down:SharePoint 2010<br />Joel Oleson<br />SharePoint Architect<br />Quest Software<br /><br />
  2. 2. Who is SharePoint Joel?<br />~10 Year SharePoint Veteran<br />SharePoint Product Architect, Evangelist & Strategy @ Quest<br />Twitter: @joeloleson<br />Email:<br />
  3. 3. Upgrade Cycle: Overview<br />
  4. 4. Pre Upgrade<br />
  5. 5. SharePoint 2010 Requirements<br />SharePoint 2007 SP2 Update (December CU recommended)<br />64 bit operating system for application servers<br />Windows Server 2008 or 2008 R2<br />64 bit SQL Server<br />SQL 2005 SP3 CU3/2008 SP1 CU2/2008 R2<br />For Development environments<br />64-bit Vista SP1 and Windows 7<br />Virtualization is supported and very common<br />
  6. 6. Learning from PreUpgradeCheck<br />
  7. 7. PreUpgradeCheck Failed Report (snippets)<br />
  8. 8. SharePoint PreUpgradeCheck Report<br />
  9. 9. Test-SPContentDatabase<br />
  10. 10. Upgrade<br />
  11. 11. Insight on Upgrade<br />Binary Upgrade<br />In Place - New Timeout, Resume on failures<br />Database Attach - New Parallel, Progress Indicator<br />Visual Upgrade<br />Separate process<br />Delegation by default<br />
  12. 12. In-Place Upgrade<br />All-at-once upgrade<br />Must upgrade the whole farm at one time<br />No SP 2007 and SP2010 in same farm<br />Schedule downtime<br />Simplest approach, but *most risky*!<br />No going back<br />Resume Upgrade if problems occur<br />Recommendations<br />Run Test-SPContentDatabase from SP 2010 farm against databases<br />Do a full farm backup before you start!<br />
  13. 13. 1. In Place - Binary Approach to Upgrade<br />Caution: Not recommended for most deployments…<br />
  14. 14. Psconfig –cmd upgrade<br />
  15. 15. Psconfig Upgrade Continued<br />
  16. 16. Database Attach Upgrade<br />Safer, Requires more planning (A good thing)<br />Upgrade is done on a separate 2010 farm<br />Done database-by-database <br />Can be used with 2nd step visual upgrade<br />Use Test-SPContentDatabase (PowerShellcmdlet) to test database first<br />To attach<br />Mount-SPContentDatabase (PowerShell)<br />STSADM –o Addcontentdb operation<br />Parallel database upgrades are possible<br />
  17. 17. Read-Only Databases<br />
  18. 18. 2. DB Attach- Binary Approach to Upgrade <br />Recommended for most deployments…<br />
  19. 19. Visual Upgrade<br />Stay in 2007 (default) or move to 2010 UI<br />2010 ships 2007 Master pages and CSS<br />UI Preview capability<br />Farm admin or site admin controlled<br />Web level setting<br />Some items not 2007 UI compatible<br />My site host<br />PWA site collection<br />Report Server web parts<br />
  20. 20. Attaching Database to SP2010 Farm<br />
  21. 21. Central Admin Upgrade Status<br />
  22. 22. Post Binary Upgraded Site: Preview Visuals<br />
  23. 23. Visual Upgrade Options<br />
  24. 24.
  25. 25. Tactical Insights<br />
  26. 26. Operations SchedulingBenchmark upgrade operations schedule<br />Note:<br />Planned 36 hours outage.<br />Up to 54 hours emergency outage if rollback is required.<br />Downtime mitigation processes such as read-only databases can be used to reduce outage time.<br />
  27. 27. Common Upgrade Failure Issues & Recovery<br />Determine cause of failure<br />Status Page & Upgrade Logs:<br />Error log<br />Full upgrade log<br />Customizations Management Commands:<br />Test-SPContentDatabase<br />stsadm -o EnumAllWebs<br />Fix issue(s)<br />Install missing or updated customizations<br />Activate missing services; farm, web app settings<br />Resume upgrade<br />Farm upgrade command<br />Content database specific upgrade command<br />Service specific upgrade commands<br />
  28. 28. Upgrade Strategies<br />
  29. 29. Windows PowerShell Upgrade Cmdlets<br />Test-SPContentDatabase<br />Discover and Document issues 2007/2010<br />Mount-SPContentDatabase<br />Initiate Content database B2B/V2V upgrade<br />Upgrade-SPContentDatabase<br />Resume Content database B2B/V2V upgrade<br />Upgrade-SPEnterpriseSearchServiceApplication<br />Search Service Application Instance<br />Upgrade-SPSingleSignOnDatabase<br />O12 SSO data to Secure Store database<br />
  30. 30. Upgrade TestingWhat are you looking for in a test?<br />Upgrade Issues<br />Disk Full!!!<br />Modified databases<br />Customizations<br />Authentication providers<br />Poor dev practices<br />Recommendations<br />Test server side customizations & verify in both Visual Upgrade modes<br />Consider preview environments<br />Similar hardware, Use real datasets<br />Don’t ignore warnings<br />
  31. 31. Binary Approaches to Upgrade - Hybrid<br />
  32. 32. SSP to Service App<br />Each SSP upgrades into:<br />A Search service app<br />A User Profiles service app<br />An Excel service app<br />An App Registry back-compat service app<br />New Services can be activated/added<br />
  33. 33. Visual Upgrade Caution<br />AAM redirection features is complex. Don’t use it if you don’t have to.<br />No Visual backward compatible UI for My Sites<br />Database Attach into My Site Host<br />In place upgrade your My Site Host<br />Other Services UI may be impacted<br />Project Web Access site collection<br />Reporting Server web parts<br />
  34. 34. ISV Upgrade/Migration Solutions<br />Quest Tech Preview of Migration Manager<br />2003 to 2010 with post Migration Sync<br />Premigration assessment for duration<br />Freeware: Check out the Free Quest Reporting Solution<br />You can also find Solutions from: Metalogix, Tsunami & AvePoint<br />
  35. 35. SharePoint 2010 Upgrade eBook<br />Launch on May 12<br />Coming Soon!!!<br />
  36. 36. Quest Solutions for SharePoint <br />Site Administrator for SharePoint <br />Understand, manage and secure your SharePoint environment<br />Quest SQL Server Solutions <br />Maximize SQL Server performance while simplifying tasks and providing visibility and control<br />Server Administrator for SharePoint <br />Configure, difference and health for your SharePoint farms<br />* 2010 Tech Previews<br />Quest Web Parts <br />Enable rapid development of SharePoint applications<br />Recovery Manager for SharePoint<br />Granular SharePoint recovery for enterprise-level needs<br />* 2003 -2010 Tech Preview<br />Migration Manager for SharePoint <br />SharePoint to SharePoint migration<br />File Migrator for SharePoint <br />File shares to SharePoint migration<br />Public Folder Migrator for SharePoint<br />Exchange Public Folders to SharePoint migration<br />Notes Migrator for SharePoint<br />Notes application content to SharePoint migration<br />* 2010 Tech Preview<br />
  37. 37. Thank You!<br />
  38. 38. Learn More about SharePoint 2010<br />Information forIT Prosat TechNet<br /><br />Information forDevelopersat MSDN<br /><br />Information forEveryone<br /><br />