SharePoint 2010 Upgrade Best Practices Croatia
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Transcript of SharePoint 2010 Upgrade Best Practices Croatia
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