Migration to SharePoint 2013

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Presentation transcript:

Migration to SharePoint 2013 --- Testing Alex Windel Senior Premier Field Engineer Microsoft Corporation 9/18/2018

A G E N D A Migration Phases Upgrade Process and Requirements Testing a Migration 9/18/2018

Phases – SharePoint Migration P1 Assessment & Planning P2 Testing, Validation & Operations P3 Core Deployment

Phases – SharePoint Migration P4 Content Migration P5 Training & Support

Upgrade Process Basically the same as 2007 to 2010 upgrade stages using database-attach method. Typical 2010 to 2013 upgrade process

2010 or earlier SharePoint products must not be installed Upgrade Requirements 2010 or earlier SharePoint products must not be installed To use existing 2010 SharePoint Farm hardware: Back up your farm using SharePoint backup tools Verify your backup Verify SharePoint 2010 or earlier is not installed Uninstall dependencies like Project Server and language packs The minimum version required to upgrade content from SharePoint 2010 to SharePoint 2013 is SharePoint 2010 with Service Pack 1.

Database Attach Upgrade Upgrade Methods Database Attach Upgrade Only available method for version to version (V2V) upgrades Works for both version to version (V2V) and build to build (B2B) upgrades Works for content and services databases In-Place Farm Upgrade Only available for build to build (B2B) upgrades

Upgrade content and service applications Service Applications Upgrade: Service applications and content Default database name Business Data Connectivity BDC_Service_DB_ID Managed Metadata Managed Metadata Service_ID PerformancePoint PerformancePoint Service Application_ID Search Administration Search_Service_Application_DB_ID Secure Store Secure_Store_Service_DB_ID User Profile: Profile and Social databases User Profile Service Application_ProfileDB_ID User Profile Service Application_SocialDB_ID User Profile Service Application_SyncDB_ID

Upgrade content and service applications (cont) The Three Rules of (successful) SharePoint 2013 Migration: Rule 1: If you upgrade both an MMS and UPA, the MMS must be upgraded before the UPA.   Rule 2: Services upgrade must finish before content and personal sites upgrade. Rule 3: After a DB schema upgrade through database attach, the My Site Host must be upgraded to SharePoint 2013 before any of the Personal Sites

Deferred Site Collection Upgrade Allows existing 2010 site collections to work unchanged in SP2013 No SharePoint 2010 installation required SP2013 has all required SharePoint 2010 files included Deep backwards compatibility All 14 features side by side with 15 ones Existing customizations should just work Default state for all sites in upgraded databses Cannot be forced automatically on database upgrade

Upgrade Related PowerShell Commands Content Database Mount-SPContentDatabase Test-SPContentDatabase Upgrade-SPContentDatabase Test-SPSite Site Repair-SPSite Upgrade-SPSite Request-SPUpgradeEvaluationSiteCollection Farm Upgrade-SPFarm Queue Management Get-SPSiteUpgradeSession Remove-SPSiteUpgradeSession Services New-SPBusinessDataCatalogServiceApplication Restore-SPEnterpriseSearchServiceApplication Upgrade-SPEnterpriseSearchServiceApplication Upgrade-SPEnterpriseSearchServiceApplicationSiteSettings New-SPMetadataServiceApplication New-SPPerformancePointServiceApplication New-SPProfileServiceApplication New-SPProjectServiceApplication New-New-SPSecureStoreApplication New-SPSubscriptionSettingsServiceApplication

Content upgrade Site collection upgrade Mount-SPContentDatabase Initiates Content Database schema upgrade Runs internal consistency/orphans check Runs web application compatibility checks Site collection upgrade Upgrade-SPSite Used for both build to build and version to version upgrades Use -VersionUpgrade option to change from 14 to 15 mode Can be used in parallel with other site collection upgrades

Testing a Migration Collect Data about Source Farm Gather data about source farm Review Health Analyzer issues, trace logs, event logs… 9/18/2018

Testing a Migration Create source test environment Back up and restore source content databases from production source farm to new test environment Transfer service applications to source test environment then use OOB farm backup/restore tools Install latest SharePoint service pack for source test platform Create Full farm Backup of new test environment Perform all migration testing with new (source) test environment Verify versions with queries like the ones below: 9/18/2018

Testing a Migration Clean Up Database Orphans Repair database orphans through health analyzer rule: Repair database orphans through stsadm databaserepair The databaserepair option provides result with any corruption in XML format. This primarily lists the objects that do not have any parent. This includes sites, webs, lists, list items or documents. The command also has ability to check for any corrupt permission scopes. The deletecorruption option removes such orphan items. 9/18/2018

Testing a Migration Clean Up (continued) PowerShell cmdlet Get-SPContentDatabase can be used with the .Repair method to repair databases. The .Repair method has either a true or a false flag. True flag repairs the corruption while False flag just reports the corruption. 9/18/2018

Testing a Migration Clean Up Deleted Sites & Unused Sites/Webs Remove deleted site With SharePoint 2010 Service Pack 1, a new cmdlet Remove-SPDeletedSite is introduced. This cmdlet lets permanently remove a deleted site collection from the farm. Delete unused sites and webs Use the Remove-SPSite and Remove-SPWeb cmdlets to remove unused site collections and webs to reduce overhead of upgrade as well as storage overhead. 9/18/2018

Testing a Migration Clean Up Recycle Bins and Unused Templates, Features & Web Parts Clean up recycle bin’s on source platform Remove PowerPoint Broadcast sites These sites and templates are not available in SharePoint 2013. 9/18/2018

Microsoft Confidential - For Internal Use Only Testing a Migration Check if Language Packs need to be installed on target platform If the SharePoint 2010 version uses language packs, the designated language packs must be present in the SharePoint 2013 environment. Language check via DB query 9/18/2018 Microsoft Confidential - For Internal Use Only

Testing a Migration Check if any Cross-domain or Cross-forest upgrade will occur If you are moving content databases across domains or forests or to another environment that has different service accounts, make sure that the permissions for the service accounts are still correct before you attach the databases. Check Event Receivers in source test environment Use a DB Query similar to the one below: 9/18/2018

Testing a Migration Convert to Claims Authentication As SharePoint 2013 requires Claims authentication, when Test-SPContentDatabase runs against a content database that has classic authentication, the following message is logged: 9/18/2018

Testing a Migration Migrate from Classic Mode to Claims Mode Migrate from classic to claims through PowerShell. The steps include defining the variables, setting the web application with a new authentication provider, provide permissions to the administrator and migrate the users. 9/18/2018

Testing a Migration Build SP2013 test environment For the target platform, use a build template Use the same build template for production later Use deployment scripts whenever possible 9/18/2018

Testing a Migration Run Test-SPContentDatabase against all content databases Use –ExtendedCheck and –ShowLocation switch ! Record and resolve ALL migration blocking issues returned via Test-SPContentDatabase 9/18/2018

Testing a Migration After resolution of migration blocking issues, perform a load test VS2013 or VS2012 Update 2 Ultimate Edition or VS Online Use Test Recorder for SharePoint 2013 Sites Create one or more Web Performance Tests, then a Load Test based on these 9/18/2018

Q & A ! Thanks! Find this slide deck at: http://docs.com/166ME 9/18/2018