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Getting to 2010

How we got there

About Me

• Beau de Graaf– Software Support

Engineer III

• EMF Broadcasting– K-LOVE and Air1– 501c3

Our Motivations for Upgrading

• TFS Integration• BI Tools• SharePoint Designer

2010 Feature Set• New Look and Feel• Create Development

Environment

Migration Planning

• New Environment• Database Attach and

Upgrade– 170GB Content DB

• Pre-Upgrade Testing and Scripting

• Old Environment Set to Read Only After Migration

My Piece of the Puzzle

• Testing Visual Upgrade• Customizations and

Workflows• Troubleshooting

Things that Helped

• Inventory– stsadm.exe –o enumallwebs > sites.txt

• Convert to a Spreadsheet of Sites and Templates, store excel file on SharePoint.– For Matching Template name and Description from

Above Command • http://blogs.technet.com/b/araviraj/archive/2008/06/18/s

harepoint-templates-types.aspx

– Additional Template Information on Fab 40 Templates• http://www.sharepoint-answers.com/microsoft/SharePoin

t-Portal-Server/33810860/template-codes.aspx

Things that Helped

• Remove Problematic Features and Legacy Solutions– stsadm.exe –o preupgradecheck• http://technet.microsoft.com/en-us/library/cc262231.a

spx

Site Cleanup

• Identify Pages that are custom for the sites that are being kept.– Log the Pages and workflow

names in Excel– Document the Workflows in

One Note

• Backup the ones you are cleaning up– stsadm.exe -o export -url

<siteurl> -filename "D:\SharePoint Backups 2007\Site Deletions\<sitename>.bak"

Capture the Look and Feel

• Webkut – Free!!– Screenshot Application

for Capturing the look and feel of pages to compare after applying new look and feel.

Browser Support (PC/Mac)

• IE 9• Firefox (current release) • Compatibility Matrix– Sharepointjoel.com

Fixing What Broke

• The List View Threshold– “This view cannot be displayed because it exceeds

the list view threshold (5000 items) enforced by the administrator”

Visual Upgrade Oddities

• Reset to Site Definition

Broken Links

• Hard Coded URLs– We had some links that

were still pointing to the old server via hard coded URLs.

Broken Lists

• Two Options– Recreate List– Save as Template with Data and Re-deploy

InfoPath Form Recreation

• WARNING!!– InfoPath Form

Recreation + Promoted Fields + Custom Views = Recreation Nightmare

• Stubborn Forms– download/open/delete/

resubmit

Environmental Protection

• Removed access to SharePoint Designer for Site Owners and Designers. – Only Site Collection Administrators (Help Desk,

SharePoint Support) can edit sites with this tool• Removed access to change Site Themes. – Some users are already trying to change our

beautiful styling.

Q & A

THANK YOU

Beau de Graafbdegraaf@kloveair1.com@bbdegraaf - Twitterwww.klove.com or www.air1.com

Thanks to Our Sponsors

Join us right after the event here at the Woodlake Hotel for SharePint! Socialize and

unwind after our day of learning.

Don’t Forget SharePint

Thank you for joining us Today!