Migrating to SharePoint 2010 Brian Caauwe Senior Consultant – MCTS, MCITP, MCPD June 16, 2011

Session Agenda Introduction SharePoint Overview Upgrade Overview SharePoint Architecture Upgrade Planning Upgrade Cycle Demo Q&A

Who am I? Brian Caauwe Consultant & Speaker MCTS – SharePoint v3 Email: bcaauwe@avtex.com Blog: http://blogs.avtex.com/blogs/bcaauwe MCTS – SharePoint v3 MCTS – SharePoint v4 MCITP – SharePoint 2010 MCPD – SharePoint 2010

Minnesota SharePoint User Group 2nd Wednesday of the Month 9:00 – 11:30 AM SharePoint resources and links Meeting Schedule Past User Group Presentations This Presentation Next Meeting – 7/13 SharePoint Integration www.sharepointmn.com

SharePoint Overview

Microsoft SharePoint 2007 Business Intelligence Collaboration Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Collaboration Outlook Integration Groove Integration Docs/Tasks/Calendars Blogs and Wikis Project Manager lite Business Processes Rich and Web forms based front-ends, LOB actions, pluggable SSO Enterprise Portal Templates, Site Directory, My Sites, social networking, privacy control Content Management Integrated document management, records management, and Web content management with policies and workflow Enterprise Search Enterprise scalability, contextual relevance, rich people and business data search

Microsoft SharePoint 2010 Connect and Empower People The Business Collaboration Platform for the Enterprise and the Web Sites Connect and Empower People Cut Costs with a Unified Infrastructure Rapidly Respond to Business Needs Composites Communities Insights Content Search

SharePoint 2010 Timeline Summer 2009 Early previews given to partners Early Fall 2009 First public disclosure at #SPC09 November 2009 PUBLIC BETA: “Beta 2” … May 12 2010 RTM June 2010 First Cumulative Update End of June 2011 Service Pack 1

SharePoint Evolution SharePoint Team Services SharePoint Portal Server 2001 Windows SharePoint Services 2.0 Microsoft SharePoint Portal Server 2003 Windows SharePoint Services 3.0 Microsoft Office SharePoint Server 2007

And now in 2010

Enabling Technologies More SharePoint 2010… Intranet Internet/Extranet Enterprise Client Access License (CAL) Standard Client Access License (CAL) New High-End Search New New New Enabling Technologies

Internet / Extranet New in 2010 Create Rich Sites for Customers and Partners Using All of SharePoint’s Capabilities For organizations looking to create customer-facing public internet sites or private extranets This is our premier internet site edition, with full SharePoint Enterprise functionality Build Small-Scale Internet Sites on the SharePoint Platform For small and mid-size organizations looking to create customer-facing public internet sites or basic extranets using the Standard features of SharePoint Server 2010 Note that this edition will have performance/scale limits New in 2010

Microsoft Enterprise Search Powerful High-end Search Delivered Through SharePoint Search is strategic Want high-end capabilities and easy deployment and manageability Are building custom search solutions and integrated applications Complete Intranet Search Solution Want enterprise-class intranet search with low touch from IT Scalable, searches LOB systems, improved people search Departmental Search Have tactical, low scale search applications (such as departmental sites) Want quick, basic projects requiring little or no cost and IT effort (Requires SharePoint Server 2010 and SharePoint Enterprise CAL)

Office 365 Public Cloud Public Beta Exchange Online Lync Online SharePoint Online Office Professional Plus Public Beta http://www.microsoft.com/en-us/office365/enterprise/hosted-software.aspx

SharePoint Server 2010 Communities Search Sites Composites Content Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS Ribbon UI SharePoint Workspace SharePoint Mobile Office Client Office Web App Integration Standards Support Communities Search Sites Composites Content Insights Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline

Deployment Flexibility IT Pro Investments Terabytes of data and multi-million item lists Improved Platform resiliency and redundancy Advanced back-up, restore and disaster recovery Scale with Governance Collaboration across Intranet, Extranet and Internet On-premise and/or hosted options Data storage inside and outside the SharePoint DB Deployment Flexibility Enterprise-wide management capabilities Robust installation and predictable upgrade process Higher availability with better patch management IT Productivity

Developer Investments Rapidly develop solutions with Visual Studio 2010 Application Lifecycle Management & Team Dev Solution quality improved with debugging tools Developer Productivity Rich solution UI with Silverlight, XSLT View, Clean HTML Data Foundation – Relationships, Lookup Better programmability with LINQ, Client API Deployment Platform Standardized WSP Package Deployment SharePoint Online shared solution hosting Install on Vista SP1 or Windows 7 for Developers only Solution Hosting

Upgrade Overview

Upgrade Overview What’s New Upgrade Preparation Tools Windows PowerShell Upgrade Cmdlets Feature Upgrade Visual Upgrade Patch Management Downtime Mitigation Processes: Parallel Upgrade Pipelines Content DB Upgrade with AAM Redirection

Upgrade Overview What’s Different Changed Upgrade Methods Improved Upgrade Status Reporting Upgrade Logging Read-only DB Support Removed Gradual Upgrade Side By Side Installation

Upgrade Methods Supported Scenarios Hybrid In-Place Upgrade Single Click Install - SQL Migration Windows Internal Database (WID) -> SQL Express 2008 + File Stream RBS Database Attach Upgrade: Content Database Profile Service Database Project Service Database Hybrid In-place Database Attach Alternate Access Mapping Redirection Complex URL Modification

Upgrade Methods Upgrade from earlier than WSS v3 SP2/MOSS 2007 SP2 Unsupported Scenarios Upgrade from earlier than WSS v3 SP2/MOSS 2007 SP2 Direct upgrade from WSS v2/SPS 2003 or earlier Side by side installation Gradual upgrade

Upgrade Preparation Tools WSS v3 / MOSS 2007 SP2 Farm insight Pre-Upgrade Checker stsadm -o EnumSites stsadm -o EnumAllWebs stsadm -o Databaserepair Moving Content stsadm -o export / import stsadm -o mergecontentdbs Customizations gathering stsadm -o ExportIPFSAdminObjects

Pre-Upgrade Checker Command stsadm -o preupgradecheck [-localonly] Details Reports farm and server data Identifies useful farm information Identifies current or potential issues Modes Local server + farm databases (default) Local server only Makes no changes to environment or data Introduced in SP2 (12.0.0.6421) Improved in October 2009 CU (12.0.0.6520) Large amounts of information

Pre-Upgrade Checker Command stsadm -o preupgradecheck [-localonly] Rules Files (Partial List) Informational Farm Servers, Databases AAM Configuration Lists Site Definitions, Features, Web Parts, Event Receivers Installed Language packs CAML views/CAML content types Issues Missing Site Definitions, Features, Assemblies Data orphans Modified content databases

Pre-Upgrade Checker Command stsadm -o preupgradecheck [-localonly]

Upgrade Preparation Tools SharePoint 2010 Farm insight stsadm -o EnumAllWebs SPDiag 3.0 http://technet.microsoft.com/en-us/library/hh144782.aspx Content database insight Test-SPContentDatabase

SharePoint Architecture

SharePoint 2007 Architecture Microsoft SharePoint Conference 2009 6/2/2019 SharePoint 2007 Architecture SharePoint 2010 Architecture SharePoint Server Client Apps Shared Service Provider Project Server 2007 Project Web Access Project Server 2007 Project Web Access Browsers (IE) Search Service Excel Calc Service Business Data Catalog User Profiles Search Service Excel Calc Service Business Data Catalog User Profiles Office Client OneNote InfoPath InfoPath Service Project Outlook Key Message SharePoint 2010 extends the base SharePoint Server 2007 architecture. Presenter Notes WSS 3.0 is now SharePoint Foundation and the Shared Service Provider has been replaced by a series of individual Service Applications. SharePoint Foundation now includes the functionality to provide Sandboxed Solutions and usage and health logging. This provides insights into what is happening on your farm and how pages are being used. The number and type of default services has increased to include a range of additional functions. These are individual, so you can more closely manage the functions that are available to each site. These can also be extended by 3rd Party services from ISVs or other software vendors. Extension services include FAST Search, which extends the capabilities of the default SharePoint Search and the Office Web Apps, which enable you to use browser-based Office functionality, without having to load the client applications. The number of integrated client apps has also been extended to include Access and Visio. RSS Viewers Windows SharePoint Services Content Config Workflow Groove Content Config Workflow SharePoint Designer

SharePoint 2010 Architecture Microsoft SharePoint Conference 2009 6/2/2019 SharePoint 2010 Architecture SharePoint Server Client Apps SharePoint Service Applications Shared Service Provider Project Server 2010 Browsers (IE) InfoPath Project RSS Viewers SharePoint Designer OneNote Office Client Outlook 2007 Search Service Project Web Access Excel Calc Service User Profiles Business Connection Service Business Data Catalog Key Message SharePoint 2010 extends the base SharePoint Server 2007 architecture. Presenter Notes WSS 3.0 is now SharePoint Foundation and the Shared Service Provider has been replaced by a series of individual Service Applications. SharePoint Foundation now includes the functionality to provide Sandboxed Solutions and usage and health logging. This provides insights into what is happening on your farm and how pages are being used. The number and type of default services has increased to include a range of additional functions. These are individual, so you can more closely manage the functions that are available to each site. These can also be extended by 3rd Party services from ISVs or other software vendors. Extension services include FAST Search, which extends the capabilities of the default SharePoint Search and the Office Web Apps, which enable you to use browser-based Office functionality, without having to load the client applications. The number of integrated client apps has also been extended to include Access and Visio. SharePoint Foundation Windows SharePoint Services Groove SharePoint Workspace Config Content Workflow

SharePoint 2010 Architecture Microsoft SharePoint Conference 2009 6/2/2019 SharePoint 2010 Architecture SharePoint Server Client Apps SharePoint Service Applications Project Server 2010 Browsers (IE, Fire Fox) InfoPath Project RSS Viewers SharePoint Designer OneNote SharePoint Workspace Office Client Outlook Browsers (IE, Fire Fox) InfoPath Project RSS Viewers SharePoint Designer OneNote SharePoint Workspace Office Client Outlook Browsers (IE) InfoPath Project RSS Viewers SharePoint Designer OneNote SharePoint Workspace Office Client Outlook Search Service Word Conversion Service PowerPoint Broadcast Service Web Analytics Service Visio Graphics Service Access Service InfoPath Service Managed Metadata PerformancePoint Project Web Access Excel Calc Service FAST 2010 FAST Search Service User Profiles Business Connection Service Office Web App Service 3rd Party Services.. Key Message SharePoint 2010 extends the base SharePoint Server 2007 architecture. Presenter Notes WSS 3.0 is now SharePoint Foundation and the Shared Service Provider has been replaced by a series of individual Service Applications. SharePoint Foundation now includes the functionality to provide Sandboxed Solutions and usage and health logging. This provides insights into what is happening on your farm and how pages are being used. The number and type of default services has increased to include a range of additional functions. These are individual, so you can more closely manage the functions that are available to each site. These can also be extended by 3rd Party services from ISVs or other software vendors. Extension services include FAST Search, which extends the capabilities of the default SharePoint Search and the Office Web Apps, which enable you to use browser-based Office functionality, without having to load the client applications. The number of integrated client apps has also been extended to include Access and Visio. SharePoint Foundation Sandboxed Code Service Usage & Health Logging Visio Config Content Workflow Access

Break

Upgrade Planning

Upgrade Planning How to manage a complex process Customer Communications Farm / Customizations Surveys Upgrade / Customizations Testing Environment Cleanup Hardware Build-out Customizations Deployment Backups Before Upgrade Operations Scheduling Rollback / Restore Plan Post-Upgrade Activities Ongoing Support Calls

Upgrade Planning Customer Communications Create a communications plan http://technet.microsoft.com/en-us/library/cc288974.aspx Upgrade Group / Committee Stakeholders Server Admins Database Admins SharePoint Admins Security Team Designers Developers Site Owners Site Users Customer Survey’s Status updates Unknown breeds unrest Closer to launch = more communication

Upgrade Planning Farm / Customizations Surveys Gather Information Pre-upgrade checker (Updated in Oct 2009 CU) Manual inspection process Comparison process (WinDiff): New server with same version and patch level Web Server Extensions directory IIS directory Global Assembly Cache (GAC) Determine impact stsadm -o EnumAllWebs (Updated in Oct 2009 CU) Collect customizations stsadm -o ExportIPFSAdminObjects Sample Worksheet http://go.microsoft.com/fwlink/?LinkId=179928

Upgrade Planning Upgrade Testing / Customizations Testing Upgrade Issues Over wide lists Versioning Modified Databases Customizations Authentication Providers Recommendations Complete survey first Test server side customizations Verify in multiple upgrade modes Preview environments Similar hardware Use subset of real data Don’t ignore warnings Test Your Upgrade Process - Visio Diagram

Upgrade Planning Upgrade Testing / Customizations Testing Will it work after Upgrade? Custom JavaScript Custom Services Modified OOB Features Custom Features Custom Search Provider or Security Trimmer Structural Compatibility User Interface and (x)HTML Compatibility OM/Contract Compatibility Modified Databases Custom Site Definitions Custom Web Parts Modified OOB Site Definitions Custom CSS Custom Authentication Providers

Upgrade Planning Delete Stale Sites and Webs (Backup) Environment Cleanup Delete Stale Sites and Webs (Backup) Use gradualdelete on stsadm -o deletesite Remove Extraneous Document Versions Review Quotas and Locks Cleanup Templates, Features & Web Parts Repair Data Issues Verify Healthy Environment Fix variation issues stsadm -o variationfixuptool

Upgrade Planning Virtualization Image / Snapshot base OS Storage & I/O Hardware Build-out Virtualization Image / Snapshot base OS Storage & I/O Service Accounts Service Applications Use Wizards Fix Build bug Get-SPProduct -Local

Upgrade Planning Customizations Deployment Solutions Features Site Definitions web.config modifications Custom Files / Images IFilters What did your preupgradecheck say? Use Upgrade Worksheet http://go.microsoft.com/fwlink/?LinkId=179928

Upgrade Planning In-place Attach DB Keep backups close and up to date Backups Before Upgrade In-place Take virtual snapshot (SP & SQL) Backup customizations Backup web.config Attach DB Keep database .bak files Keep backups close and up to date

Upgrade Planning Operations Scheduling Microsoft Benchmark 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

Upgrade Planning Rollback OR Restore Point of no return Rollback / Restore Plan Rollback OR Restore DNS / Load Balancer SQL Restore Virtual Snapshot Restore Point of no return How long does it take to implement? Test, Test and Re-Test procedures Prepare communication

Upgrade Planning Find and Fix Issues Post-Upgrade Activities Missing Templates / Definitions Deprecated Templates / Definitions SSP Admin Site (OSRV) Great Plains (STSPKPL) Missing Solutions / Features Deprecated Features PortalLayouts Missing Assemblies Office Web Parts (STSPKPL)

Upgrade Planning Post-Upgrade Activities Forms Based Authentication (FBA) Modify web.config files Central Administration Secure Token Service (STS) Content Web Application Fix user identifiers (In-Place upgrade) User Experience Unghosted pages Non-reghostable pages Incompatible HTML Content Issues Large Lists Wide Lists Service Applications User Profile Profile Image Store Managed Metadata Properties Search Managed Properties Scopes

Upgrade Planning They WILL happen Who receives support calls? Ongoing Support Calls They WILL happen Who receives support calls? Can they solve the problems? Do they have permissions? Escalation process Proactive vs. Reactive Turn support calls into opportunities Center of Excellence Offer more than support … Training

Upgrade Cycle

Upgrade Cycle Learn Prepare Test Implement Validate Read upgrade documentation Learn Use pre-upgrade checker command on existing environments Prepare Test upgrade using Beta 2 bits Try proof of concept with current/upgraded customizations Test Upgrade to O12 SP2 (with October 2009 CU a plus) * Move to 64 bit hardware, operating system, and SQL Implement Find issues in Test Environment Validate

Upgrade Cycle Prerequisites - x64 hardware Common Issues Learn Prerequisites - x64 hardware SharePoint SQL Common Issues Customizations Space Upgrade Methods In-Place DB Attach

Upgrade Cycle Learn Everyone IT Pros Developers Webcasts http://sharepoint2010.microsoft.com (General) IT Pros http://mssharepointitpro.com (TechNet) Developers http://mssharepointdeveloper.com (MSDN) Webcasts http://wssv4faq.mindsharp.com/Lists/v4WebCasts

Upgrade Cycle Reconnect with users Prepare Ask your users how they are using your solutions Determine dead sites Remove data clutter Prioritize items that are fixed in 2010 Re-visit information architecture Build internal buzz Start communication early!!

Upgrade Cycle Prepare 2007 Environment Inventory Farm architecture (Servers & Services) Services Accounts Web Applications (AAM / Auth. Providers) & Databases Customizations Solutions Features Manual web.config modifications Manual file changes (DocIcon.xml, icpdf.gif) 3rd Party Solutions  Vendors migration strategy Shared Services Provider Profile Import Connections IIS Manual Bindings (SSL / Host Headers / IP Bindings)

Upgrade Cycle Upgrade Strategy Prepare Upgrade order SharePoint (different roles) SQL Upgrade Operations Downtime SLA limits Rollback Plan

Upgrade Cycle Hardware Upgrades / Disk Space Prepare ALL hardware must be x64 SharePoint Servers Windows Server 2008 SP2 + KB 971831 Windows Server 2008 R2 + KB 976462 SQL Servers No Windows Internal Database SQL Express (10GB Limit) SQL Standard / Enterprise SQL 2005 SP3 + KB 967909 (CU 3) SQL 2008 SP1 + KB 970315 (CU 2)

Upgrade Cycle Prepare Environment Cleaning Details Delete Stale Sites and Webs (Backup) stsadm -o DeleteSite [-force] [-gradualdelete] stsadm -o DeleteWeb [-force] Remove Extraneous Document Versions Mostly user driven, PowerShell operations help Review Quotas and Locks Sync Quota Settings: http://stsadm.blogspot.com/2009/02/synchronizing-quota-settings-via-stsadm.html Cleanup Templates, Features & Web Parts Repair Data Issues stsadm -o DatabaseRepair [-deletecorruption] stsadm -o ForceDeleteList stsadm -o VariationsFixupTool Verify Healthy Environment SharePoint Administration Toolkit – SharePoint Diagnostics Tools (x86 | x64)

Upgrade Cycle Test Build POC Farm Use Real Data Show users new functionality Use similar hardware / software Use Real Data Provide internal benchmarks Test different upgrade strategies Upgrade in sections for focused testing Branding Customizations Downtime Attempt different Methods Troubleshooting / Validation Better estimate downtime Document repeatable process Don’t forget to test your rollback plan

Upgrade Cycle Implement Prep 2007 Environment Build / Upgrade Farm stsadm -o preupgradecheck [-localonly] Build / Upgrade Farm Determine new architecture Service Applications Service Accounts Deploy Customizations (solutions) Monitor Upgrade Benchmark YOUR environment

Upgrade Cycle Validate Validate New Functionality Upgrade Failures Most upgrade issues are due to customizations Prepare for failures to prevent them Data Integrity Orphans / DB issues Missing data User Experience Ghosting Branding Browser Support

Upgrade Demo

Known Upgrade Issues Fab 40 site definitions w/Publishing Migrating to “claims” vs. “classic” authentication $w = Get-SPWebApplication http://portal $w.MigrateUsers($true) Migrating “publishing” site to claims requires web application properties portalsuperuser portalsuperreader User Profile database upgrade post-activities http://technet.microsoft.com/en-us/library/cc263286.aspx “My Links” need to be converted to Tags User Profile import connection MUST be re-created Master Pages, Page Layouts and Themes ItemStyle.xsl and Content Query web parts 2007 BDC Definitions need upgrade to new schema Reporting Services feature has NEW feature GUID’s Excel Services web part throws “warnings” AssetUploader.aspx (auto image resizer no longer exists)

References Microsoft TechNet – Upgrading to SharePoint 2010 Microsoft TechNet – SharePoint Products Visio Diagrams Upgrade Planning Upgrade Approaches Test Your Upgrade Process Services Upgrade Upgrading Parent and Child Farms http://mssharepointitpro.com http://mssharepointdeveloper.com http://sharepoint.microsoft.com

Q & A Use this slide to separate subjects