Migrating to SharePoint 2010 Brian Caauwe Senior Consultant - MCTS May 19, 2010

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

Brian Caauwe Consultant & Speaker – –Blog: MCTS - SharePoint v3 Who am I?

2 nd Wednesday of the Month –9:00 – 11:30 AM SharePoint resources and links Meeting Schedule Past User Group Presentations This Presentation Next Meeting – 6/9 –Public Internet Solutions Minnesota SharePoint User Group

SHAREPOINT OVERVIEW

Many of the slides and graphics presented today are based on content released and presented at SPC 09. * Disclaimer *

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

Microsoft SharePoint 2010

Summer 2009Early previews given to partners Early Fall 2009First public disclosure at #SPC09 November 2009PUBLIC BETA: “Beta 2” … May International Launch May Twin Cities Launch Event SharePoint 2010 Timeline

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 SharePoint Evolution

And now in 2010

New Enabling Technologies More SharePoint 2010…

Internet/Extranet New in 2010

Microsoft Enterprise Search (Requires SharePoint Server 2010 and SharePoint Enterprise CAL)

SharePoint Online IntranetInternet/Extranet New

SharePoint Server 2010 Ribbon UI SharePoint Workspace SharePoint Mobile Office Client Office Web App Integration Standards Support Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser 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 PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS

IT Pro Investments IT Productivity Deployment Flexibility Scale with Governance

Developer Investments Solution Hosting Deployment Platform Developer Productivity

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 In-Place Upgrade –Single Click Install - SQL Migration Windows Internal Database (WID) -> SQL Express 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 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 EnumAllWebs –SPDiag V2 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; improved in October 2009 CU 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 2010 (TBD) Content database insight –Test-SPContentDatabase

SHAREPOINT ARCHITECTURE

SharePoint 2007 ArchitectureSharePoint 2010 Architecture

SharePoint Service Applications SharePoint 2010 Architecture SharePoint Foundation Project Server 2010

SharePoint 2010 Architecture

BREAK

UPGRADE PLANNING

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 How to manage a complex process

Create a communications plan – 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 Customer Communications

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 – Upgrade Planning Farm / Customizations Surveys

Upgrade Issues –Over wide lists –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 DiagramVisio Diagram Upgrade Planning Upgrade Testing / Customizations Testing

Will it work after Upgrade? Upgrade Planning Upgrade Testing / Customizations Testing Modified OOB Site Definitions Modified Databases Modified OOB Features

Delete Stale Sites and Webs (Backup) Remove Extraneous Document Versions Review Quotas and Locks Cleanup Templates, Features & Web Parts Repair Data Issues Verify Healthy Environment Upgrade Planning Environment Cleanup

Virtualization Image / Snapshot base OS Storage Service Accounts Service Applications Use Wizards Upgrade Planning Hardware Build-out

Solutions Features Site Definitions web.config modifications Custom Files / Images IFilters What did your preupgradecheck say? Use Upgrade Worksheet – Upgrade Planning Customizations Deployment

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 Backups Before Upgrade

Upgrade Planning Operations Scheduling ScheduleOperation 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 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.

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 Rollback / Restore Plan

Find and Fix Issues –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 Post-Upgrade Activities

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 Planning Ongoing Support Calls

UPGRADE CYCLE

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 Beta Validate Upgrade Cycle

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

Everyone – (General) IT Pros – (TechNet) Developers – (MSDN) Webcasts – Upgrade Cycle Learn

Reconnect with users –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) 3 rd Party Solutions  Vendors migration strategy –Shared Services Provider Profile Import Connections –IIS Manual Bindings (SSL / Host Headers / IP Bindings) Upgrade Cycle Prepare

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

Hardware Upgrades / Disk Space –ALL hardware must be x64 –SharePoint Servers Windows Server 2008 SP2 + KB KB Windows Server 2008 R2 + KB KB –SQL Servers No Windows Internal Database SQL Express (10GB Limit) SQL Standard / Enterprise SQL 2005 SP3 + KB (CU 3)KB SQL 2008 SP1 + KB (CU 2)KB 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: stsadm.htmlhttp://stsadm.blogspot.com/2009/02/synchronizing-quota-settings-via- stsadm.html –Cleanup Templates, Features & Web Parts Mostly user driven, PowerShell operations help –Repair Data Issues stsadm -o DatabaseRepair [-deletecorruption] stsadm -o ForceDeleteList stsadm -o VariationsFixupTool –Verify Healthy Environment SharePoint Administration Toolkit – SharePoint Diagnostics Tools (x86 | x64)x86x64 Upgrade Cycle Prepare

Build POC Farm –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 Test

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

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 Cycle Validate

DEMO

Q & A

Sean Livingston’s SPC09 presentations… SPC09 Beta book Microsoft TechNet – SharePoint ProductsSharePoint Products Visio Diagrams –Upgrade PlanningUpgrade Planning –Upgrade ApproachesUpgrade Approaches –Test Your Upgrade ProcessTest Your Upgrade Process –Services UpgradeServices Upgrade –Upgrading Parent and Child FarmsUpgrading Parent and Child Farms References

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