Upgrading to SharePoint 2010

Joel OlesonSharePoint ArchitectQuest Softwarehttp://sharepointjoel.com

9+ Year SharePoint Veteran

5 Years in MS IT & Online2 Years in SharePoint Product TeamProduct Architect for Deployment Advisor

Sr. SharePoint ArchitectSharePoint Product Architect & Strategy @ Quest

Who is SharePoint Joel?

Upgrade Cycle: OverviewLearn• Requirements/

prerequisites• Upgrade methods• Downtime mitigation• Common issues

Prepare• Document environment• Manage customizations• Plan upgrade strategy• Make items upgradable

Test• Build test farms

• Use real data• Evaluate techniques• Find issues early

Implement• Build/upgrade farms• Deploy customizations• Minimize downtime• Monitor progress

Validate• Upgrade event failures• UI/UX issues• Data issues

Pre Upgrade

SharePoint 2010 Requirements

SharePoint 2007 SP2 Update (December CU recommended)

64 bit operating system for application serversWindows Server 2008 or 2008 R2

64 bit SQL ServerSQL 2005 SP3 CU3/2008 SP1 CU2/2008 R2

For Development environments64-bit Vista SP1 and Windows 7

Virtualization is supported and very common

Learning from PreUpgradeCheck

PreUpgradeCheck Failed Report (snippets)

SharePoint PreUpgradeCheck Report

Information & Configuration

• Content Sources & Start addresses

• Farm & Search Topology

• Servers• Upgrade Types• AAMs, Large Lists &

Libraries

ImportantIssues and Dependencies

• Site Definition (referenced & missing)

• Installed Language Pack• Features (referenced &

missing)• Custom List Views &

Custom Field Types, Web.Config entries

Test-SPContentDatabase

Upgrade

Insight on Upgrade

Binary UpgradeIn Place - New Timeout, Resume on failuresDatabase Attach - New Parallel, Progress Indicator

Visual UpgradeSeparate processDelegation by default

Binary Upgrade

Visual Upgrade

In-Place UpgradeAll-at-once upgrade

Must upgrade the whole farm at one timeNo SP 2007 and SP2010 in same farmSchedule downtime

Simplest approach, but *most risky*!No going back

Resume Upgrade if problems occurRecommendations

Run Test-SPContentDatabase from SP 2010 farm against databasesDo a full farm backup before you start!

1. In Place - Binary Approach to Upgrade

PreUpgradeCheck

on SP2007

farm

Test In Place

Upgrade on 2nd Farm

Fix issues

Mount and

Resume Dbs w/

Powershell

Fix Upgrade

Errors

Visual Upgrade

Caution: Not recommended for most deployments…

Psconfig –cmd upgrade

Psconfig Upgrade Continued

Database Attach UpgradeSafer, Requires more planning (A good thing)Upgrade is done on a separate 2010 farm

Done database-by-database Can be used with 2nd step visual upgrade

Use Test-SPContentDatabase (PowerShell cmdlet) to test database firstTo attach

Mount-SPContentDatabase (PowerShell)STSADM –o Addcontentdb operation

Parallel database upgrades are possible

Read-Only Databases

2. DB Attach - Binary Approach to Upgrade

PreUpgradeCheck

on SP2007

farm

Fix issues Upgrade Services

Test-SPContentDatabas

es

Add solutions

/Fix issues

Database Attach

Content Database

s

Visual Upgrade

Recommended for most deployments…

Visual Upgrade

Stay in 2007 (default) or move to 2010 UI2010 ships 2007 Master pages and CSSUI Preview capability

Farm admin or site admin controlledWeb level setting

Some items not 2007 UI compatibleMy site hostPWA site collectionReport Server web parts

Attaching Database to SP2010 Farm

Central Admin Upgrade Status

Post Binary Upgraded Site: Preview Visuals

Visual Upgrade Options

Tactical Insights

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.

Schedule Operation

Friday 2200hrs Start backups

Saturday 0000hrs Start upgrade of content farm/databases

Sunday 1200hrs

Upgrade must be effectively complete, or rollback of environment must begin

Monday 0600hrs

Environment must be completely working, either as original version or new version

Common Upgrade Failure Issues & Recovery1. Determine cause of failure

Status Page & Upgrade Logs:Error logFull upgrade log

Customizations Management Commands:Test-SPContentDatabasestsadm -o EnumAllWebs

2. Fix issue(s)Install missing or updated customizationsActivate missing services; farm, web app settings

3. Resume upgradeFarm upgrade commandContent database specific upgrade commandService specific upgrade commands

Upgrade Strategies

Windows PowerShell Upgrade CmdletsTest-SPContentDatabase

Discover and Document issues 2007/2010Mount-SPContentDatabase

Initiate Content database B2B/V2V upgradeUpgrade-SPContentDatabase

Resume Content database B2B/V2V upgradeUpgrade-SPEnterpriseSearchServiceApplication

Search Service Application InstanceUpgrade-SPSingleSignOnDatabase

O12 SSO data to Secure Store database

Upgrade TestingWhat are you looking for in a test?

Upgrade IssuesDisk Full!!!Modified databasesCustomizationsAuthentication providersPoor dev practices

RecommendationsTest server side customizations & verify in both Visual Upgrade modesConsider preview environmentsSimilar hardware, Use real datasetsDon’t ignore warnings

Binary Approaches to Upgrade - Hybrid

Make a copy of

the farm

Set databases Read-Only on Source

Upgrade Binaries

and Services with In Place

upgrade

Test-SPContentDatabases

Database Attach

Content Databases in Parallel

Visual Upgrade

SSP to Service App

Each SSP upgrades into:A Search service appA User Profiles service appAn Excel service appAn App Registry back-compat service app

New Services can be activated/added

Visual Upgrade Caution

AAM redirection features is complex. Don’t use it if you don’t have to.No Visual backward compatible UI for My Sites

Database Attach into My Site HostIn place upgrade your My Site Host

Other Services UI may be impactedProject Web Access site collectionReporting Server web parts

ISV Upgrade/Migration Solutions

Quest Tech Preview of Migration Manager2003 to 2010 with post Migration SyncPremigration assessment for duration

Freeware: Check out the Free Quest Reporting Solution http://www.quest.com/reportsforsharepointYou can also find Solutions from: Metalogix, Tsunami & AvePoint

SharePoint 2010 Upgrade eBook

Launch on May 12Coming Soon!!!

Quest Solutions for SharePoint Site Administrator for SharePoint Understand, manage and secure your SharePoint environment

Migration Manager for SharePoint SharePoint to SharePoint migration

File Migrator for SharePoint File shares to SharePoint migration

Recovery Manager for SharePointGranular SharePoint recovery for enterprise-level needs

Quest Web Parts Enable rapid development of SharePoint applications

Public Folder Migrator for SharePointExchange Public Folders to SharePoint migrationNotes Migrator for SharePointNotes application content to SharePoint migration

Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control

* 2003 -2010 Tech Preview

Server Administrator for SharePoint Configure, difference and health for your SharePoint farms

* 2010 Tech Previews

* 2010 Tech Preview

Thank You!

Learn More about SharePoint 2010

Information forIT Pros

at TechNethttp://MSSharePointITPro.com

Information forDevelopers

at MSDNhttp://MSSharePointDeveloper.com

Information forEveryone

http://SharePoint.Microsoft.com

question & answer