Make Your Mark.

Gayan Peiris - Microsoft Ishai Sagi - Unique World Microsoft Windows SharePoint Services and Microsoft SharePoint Portal Server 2003 Upgrade and Migration OFC304

Make Your Mark. Related Sessions, HOLs, Certifications etc Search in Microsoft Office SharePoint Server 2007: Customising, Extending, and Configuring 08/08/2007 5:00 PM - 6:15 PM, AU Central B/Cabana 3 Speaker(s): Mike Fitzmaurice, Andrew Lowson Branding and Customizing Microsoft Office SharePoint Server 2007 Sites 10/08/2007 9:45 AM - 11:00 AM, AU Central B/Cabana 3 Speaker(s): Kathy Hughes High Availability and Disaster Recovery for Microsoft SharePoint Products and Technologies /08/2007 9:45 AM - 11:00 AM, AU Meeting Room 5 Speaker(s): Gayan Peiris

Make Your Mark. Related Sessions, HOLs, Certifications etc Capacity and Performance Planning for Microsoft SharePoint Products and Technologies /08/ :30 AM - 12:45 PM, AU Arena 1B Office Deployment, Document Security and Document Migration tools 10/08/ :30 AM - 12:45 PM, AU Meeting Room 6 Speaker(s): Paul Cannon, Ron Dunn Microsoft SharePoint Products and Technologies 2007: Deployment and Advanced Administration Topics 10/08/2007 1:45 PM - 3:00 PM, AU Central B/Cabana 3 Speaker(s): Michael Noel Exam 70630: Configuring Microsoft Office SharePoint Server 2007

Make Your Mark. Agenda Upgrade Preparation Prescan and Disk Considerations Upgrade Methods and Options In-Place, Gradual and Content DB Migration Post-Upgrade Considerations Customizations, Content Partner Upgrade Tools Summary Q & A

Make Your Mark. Upgrade/Migration Path Content Management Server 2002 Microsoft Office SharePoint Server 2007 Windows SharePoint Services 3.0 SharePoint Portal Server 2003 Windows SharePoint Services 2.0

Make Your Mark. Preparing for Upgrade Scope and plan your upgrade Review Hardware End of Life, plan for upgrade capacity disk space, memory, processor Test your upgrade and estimate your upgrade duration Review customizations Keep or decommission customizations Cleanup Remove orphans, increase close quotas, remove locks Service offering Redesign, training, communication plan

Make Your Mark. Prerequisites Do a backup Make sure you know how to recover from backup Get all SharePoint servers to Service Pack 2 Use SPSiteManager from SharePoint Utility Suite v2.5 with the -analyze option to find anywhere you violate the capacity guidelines detail.asp?a1=724 detail.asp?a1=724 Run prescan.exe early and repeat as necessary

Make Your Mark. Running Prescan.exe SharePoint Server: prescan.exe /c preupgradescanconfig.xml /all Windows SharePoint Services: prescan.exe /all Prescan Log and Summary created in \%temp%\

Make Your Mark. What Will Prescan find? Sites based on site templates: Site Template Upgrade Kit a70bd8f8-a0f0-4d e40b7c98f68&displaylang=en a70bd8f8-a0f0-4d e40b7c98f68&displaylang=en Sites based on custom site definitions Un-ghosted pages Orphaned objects Custom Web Parts Sites that need language packs

Make Your Mark.

Prescan Example of good Prescan results 07/19/ :17:01 Scan finished without failure 07/19/ :17:01 Number of sites skipped (already scanned): 0 07/19/ :17:01 Number of sites scanned: 1 07/19/ :17:01 Number of broken sites: 0 07/19/ :17:01 Number of webs scanned: 13 07/19/ :17:01 Number of broken webs: 0 07/19/ :17:01 Number of webs using custom template: 0 07/19/ :17:01 Number of pages scanned: 0 07/19/ :17:01 Number of unghosted pages: 63

Make Your Mark. Issues Found with Prescan? Site/List not scanned error at the end of the log Solution: Post-SP2 Hotfix UpdateListSchemaInAllWebs() Method not found Solution: Install SP2 Virtual server is not in a ready state Solution: Run it against v2 Virtual server Great resource for errors and resolutions prescan-errors-what-they-mean.aspx prescan-errors-what-they-mean.aspx

Make Your Mark. Core Upgrade Methods In-Place Upgrade Gradual Upgrade: Side by Side Upgrade Content DB Migration: Upgrade Into Separate Farm

Make Your Mark. In Place Upgrade Pros Simple and fast upgrade Best for smaller or non-production environments Cons Environment offline during upgrade Riskier in large environments Upgrade fails if it encounters errors; -fix then rerun Not recommended for most deployments Even for customers whose production environment is perfect for this scenario, I still recommend gradual method. Why? Lack of flexibility and recoverability

Make Your Mark. Database Mapping V2 Config DB V2 Content DBs V2 Search and User Profiles DBs V3 Config DB V3 Content DBs SSP DB Search DB

Make Your Mark. Gradual Upgrade Pros Old and new SharePoint versions run in parallel Allows upgrade with minimal downtime Only the site collection you are upgrading is unavailable Can roll back upgrades per site collection Cons Redirector could cause user confusion Uses URL redirects which aren’t compatible with Microsoft Office and most other applications Additional impact from two SharePoint versions Requires lots of extra SQL storage space

Make Your Mark. SQL Instance WSS Farm WSS v2 Web App WSS v2 Web App Gradual Upgrade Process Temp Config Content WSS v3 Web App WSS v3 Web App

Make Your Mark. Gradual Upgrade URL Redirection Current URL: During upgrade, define temporary URL or All v2 content moved to temporary URL v3 automatically redirects requests to temp URL using 302 redirects As each site collection is upgraded v3 content is placed at current URL v2 content still available at temp URL

Make Your Mark. On existing hardware, install SP2,.NET Framework 3.0, then run Prescan Prepare URL Redirect Domain Install Binaries and Choose Gradual Upgrade option Run Configuration Wizard to setup a new farm Install Language Packs Deploy Upgrade Definition, Site Definition and Feature Files Deploy Custom Web Part Packages and any other custom code (only if in Bin directory) Upgrade steps

Make Your Mark. Review log files and resolve any issues Repeat setup and upgrade on each server in the farm Start content upgrade thru UI or stsadm Review your upgraded content If customized sites, reset pages to 2007 site definition versions Fix issues and reapply customizations using SharePoint Designer If upgrade result is undesirable, revert to 2003 site Upgrade steps

Make Your Mark. When upgrade result is undesirable, “revert” deletes 2007 and resets redirect to 2003 Confirm 2003 site still exists before reverting to it Revert to 2003 via UI or command line UI: Select Sites for Upgrade > Revert Site Command line: stsadm –o upgrade –revert Once complete, re-upgrade original Use SharePoint Designer to merge changes from “fixed” and re-upgraded versions Revert to 2003

Make Your Mark. Business/Customer approval Removes gradual upgrade redirector You can remove SharePoint 2003 afterwards You can still upgrade using database attach method Finalize Upgrade

Make Your Mark. Works best for staging environment Environments with heavy customizations Recommended for large databases and site collections Upgrade a subset of site collections only Environments requiring minimal migration window Scenarios

Make Your Mark. Content DB Attach Upgrade Pros Fast upgrade method Best option if you have 1000s of site collections Cons You must redeploy custom configuration Install Web Parts Define inclusion rules Setup search and related components Note: This does still require Prescan. Required for scalable hosting mode/account creation mode, and host header mode deployments

Make Your Mark Farm 2007 Farm 2003 Content 2003 Content 2007 Content 2007 Content 2007 Config 2007 Config 2003 Config 2003 Config – SQL CPU – SQL Disk I/O SQL Server Content DB Migration 2003 Content 2003 Content

Make Your Mark. Content DB Migration Steps Create new 2007 farm on clean hardware Install prerequisites Configure farm-level settings Create a new Web application for each 2007 virtual server Manually re-apply configuration settings Ensure all inclusions re-created in 2007 (required) Deploy Upgrade Definition, Site Definition and Feature Files Deploy custom Web Parts to GAC or BIN

Make Your Mark. Run Prescan on farm or Web application and correct any issues Back up 2003 content database using SQL Restore backup to copy in 2007 farm Add content DB to Web application via command line Ensure root site included in first database stsadm –o addcontentdb Upgrade triggers automatically, runs until it completes For large databases, command line preferable Review log files for any issues Repeat for all additional content and search/user profile databases stsadm –o restoressp Continued

Make Your Mark. Moving to new hardware or a new architecture Customers who need to maximize upgrade throughput Required for Scalable Hosting Mode or Active Directory Account Creation Mode Recommended for large farms Scenarios

Make Your Mark. In-PlaceGradualDB Attach Pros Simple Uses existing hardware Provides granularity Provides revert back option Reduces user impact Uses existing hardware Upgrade to new farm Existing, 2003, farm not affected Cons Entire farm offline during upgrade No revert back option Failure will stop upgrade Hardware-intensive, memory and storage URL Redirects during upgrade Performance impact on 2003 farm WSS Scalable Hosting mode not supported Complex, many manual steps Requires new farm an up to double storage Scenarios Dev/Test platforms Medium, large farms Customized environments Large databases and site collections New hardware and topology WSS Scalable Hosting modes Large databases Methods in a Nutshell

Make Your Mark. Need more methods? Content Migration Upgrade Multi Threaded Database Attach Virtual In Place Upgrade Migrate Then Upgrade upgrade-let-me-give-you-4-more.aspxhttp://blogs.msdn.com/joelo/archive/2007/05/22/3-methods-to- upgrade-let-me-give-you-4-more.aspx

Make Your Mark. CustomizationCommon ChoiceRecommendation Site TemplateRevert to Site DefinitionUse Site Template Upgrade Toolkit Custom Web Part Works most of the time (Gradual) Test it out on a sample server with.NET 2.0 (DB Attach) Event Handler Works most of the time (Gradual) Rewrite and Redeploy as a Feature Un-ghosted PageRevert to site definition Review options: Retain customizations or revert Themes and StylesheetsReapply Theme Create Masterpage or stylesheet to apply standardization Custom Site Definition Create v3 Site Definition Create Upgrade Mapping and Prescan Mapping Migrate sites to out of box site Definition, upgrade then apply features with Solution Deployment Code or pages in /_LayoutsIgnore and re-evaluate (gradual) Analyze and create solution deployments for requirements Inclusions/ExclusionsIgnore with Gradual Recreate Inclusions (DB attach) Exclusions are assumed Add-ons Workflow, Web Parts, Server Controls Determine per solution Contact vendor Determine per solution Contact vendor Customization Considerations

Make Your Mark. Custom Web Parts Most will work post-upgrade Test in Windows SharePoint Services 2003 SP2 with ASP.NET 2.0 Must re-build custom parts if you used ASP.NET 1.1 “obfuscation” tools Must re-deploy Web Parts if Moving to a new server farm (Content DB Migration) Web Part in the \bin (Gradual Upgrade) Deploying Web Parts stsadm –o addwppack

Make Your Mark. Changes to SharePoint Search Unchanged Custom content sources Crawl rules Upgraded but should be checked for conflicts Custom crawl file types Changed Scopes are lost, must recreate Only 1 index now, default in SharePoint Server Docicon.xml modifications must be redone Thesaurus/noise file modifications must be redone Search schedule lost, must recreate If using gradual upgrade both v2 and v3 index will be running Disable v2 indexer ASAP to reduce strain on hardware

Make Your Mark. Other SharePoint Server-specific Issues Portal alerts are lost during upgrade (site alerts are retained) Link listing: upgraded to a special links list called listings Content listing: upgraded to news article page Buckets (“c12”) are moved to real URL If conflict, number appended starting with zero becomes (retains structure) Areas are upgraded to publishing sites After upgrade you can only create publishing sites as subsite can be changed an-upgrade-you-can-only-create-publishing-sub-sites.aspx an-upgrade-you-can-only-create-publishing-sub-sites.aspx

Make Your Mark. Common Issues Local administrator on server no longer has full access to SharePoint Can be re-granted come-administrator-of-the-entire-web-application.aspx come-administrator-of-the-entire-web-application.aspx New blocked file types ASMX, REM, RESX, SOAP, ASHX enabled document libraries don’t work Look at new feature “Incoming ”

Make Your Mark. More Common Issues Office Web Components not available in 2007 Discussion lists are changed Multithreaded discussion upgraded to single thread Site Directory now creates sites (sub-sites)

Make Your Mark. FrontPage Customizations Important consideration: keep customizations or move to 2007 Custom pages kept by default during upgrade Be aware: customized pages do not match rest of site “Reset to Site Definition” Returns page to layout in site definition Option exists to reset all pages during Gradual upgrade Available in site settings or within SharePoint Designer

Make Your Mark. Effect of Upgrades: Low Customization Site (Original)

Make Your Mark. Effect of Upgrades: Low Customization Site (Upgraded)

Make Your Mark. Effect of Upgrades: Low Customization Site (Re-Ghosted)

Make Your Mark. Effect of Upgrades: High Customization Site (Original)

Make Your Mark. Effect of Upgrades: High Customization Site (Upgraded)

Make Your Mark. Effect of Upgrades: High Customization Site (Re-Ghosted)

Make Your Mark. Effect of Upgrades: Themed Site (Original)

Make Your Mark. Effect of Upgrades: Themed Site (Upgraded)

Make Your Mark. Partners Helping You Upgrade CorasWorks Migrator Echo AvePoint DocAve Tzunami Deployer

Make Your Mark. Takeaways Prepare, plan and test your customizations! Become familiar with Prescan and upgrade Consider customization policies in the new platform, using features over site definitions Think about your Information Architecture

Make Your Mark. References Migration and Upgrade Information for SharePoint Developers Migration and Upgrade Information for SharePoint Server (IT Pros) Upgrade Documentation Upgrade Toolkit for Windows SharePoint Services Sites and Templates Guide Upgrade in WSS SDK Fix your Orphans HotFixes repair content databases in Windows SharePoint Services Spsadm.exe command line tool that you can use to clean up orphaned items in the configuration database in SharePoint Portal Server / /

Make Your Mark. References Supportability 2003 Best Practices to ensure upgradeability KB Article on Site Definition Supportability in Supported and unsupported scenarios for working with custom site definitions and custom area definitions in Windows SharePoint Services and in SharePoint Portal Server Community Tools SharePoint Configuration Analyzer SharePoint Utility SPReport Managing SharePoint Products and Technologies Performance at Microsoft Microsoft SQL Server Report Pack for Microsoft Office SharePoint Portal Server Blogs Resources and Recommendations for Upgrading Site Definitions and Site Templates for-upgrading-site-definitions-and-site-templates.aspx for-upgrading-site-definitions-and-site-templates.aspx Upgrade Content IT Pros may not have seen content-it-pros-may-not-have-seen.aspx content-it-pros-may-not-have-seen.aspx Other Upgrade Topics from Joel’s Blog

Make Your Mark. The Microsoft Office SharePoint Conference 2008 March 3 rd – 6 th 2008 at the Washington State Convention and Trade Center, Seattle, USA Sign up for more information and registration notification at Announcing!

Make Your Mark. Related Sessions, HOLs, Certifications etc Search in Microsoft Office SharePoint Server 2007: Customising, Extending, and Configuring 08/08/2007 5:00 PM - 6:15 PM, AU Central B/Cabana 3 Speaker(s): Mike Fitzmaurice, Andrew Lowson Branding and Customizing Microsoft Office SharePoint Server 2007 Sites 10/08/2007 9:45 AM - 11:00 AM, AU Central B/Cabana 3 Speaker(s): Kathy Hughes High Availability and Disaster Recovery for Microsoft SharePoint Products and Technologies /08/2007 9:45 AM - 11:00 AM, AU Meeting Room 5 Speaker(s): Gayan Peiris

Make Your Mark. Related Sessions, HOLs, Certifications etc Capacity and Performance Planning for Microsoft SharePoint Products and Technologies /08/ :30 AM - 12:45 PM, AU Arena 1B Office Deployment, Document Security and Document Migration tools 10/08/ :30 AM - 12:45 PM, AU Meeting Room 6 Speaker(s): Paul Cannon, Ron Dunn Microsoft SharePoint Products and Technologies 2007: Deployment and Advanced Administration Topics 10/08/2007 1:45 PM - 3:00 PM, AU Central B/Cabana 3 Speaker(s): Michael Noel MCTS Portal MCTS WSS

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