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

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

3. Who am I? Brian Caauwe Consultant & Speaker MCTS – SharePoint v3
Blog:
MCTS – SharePoint v3
MCTS – SharePoint v4
MCITP – SharePoint 2010
MCPD – SharePoint 2010

4. 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

5. SharePoint Overview

6. 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

7. 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

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

9. 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

10. And now in 2010

11. 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

12. 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

13. 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)

14. Office 365 Public Cloud Public Beta Exchange Online Lync Online
SharePoint Online
Office Professional Plus
Public Beta

15. 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

16. 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

17. 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

18. Upgrade Overview

19. 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

20. 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

21. Upgrade Methods Supported Scenarios Hybrid
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

22. 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

23. 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

24. 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

25. 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

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

27. Upgrade Preparation Tools
SharePoint 2010
Farm insight
stsadm -o EnumAllWebs
SPDiag 3.0
Content database insight
Test-SPContentDatabase

28. SharePoint Architecture

29. 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

30. 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

31. 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

32. Break

33. Upgrade Planning

34. 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

35. Upgrade Planning Customer Communications 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

36. 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

37. 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

38. 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

39. 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

40. 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

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

42. 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

43. 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

44. 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

45. 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)

46. 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

47. 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

48. Upgrade Cycle

49. 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

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

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

52. 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!!

53. 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)

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

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

56. 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:
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)

57. 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

58. 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

59. 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

60. Upgrade Demo

61. Known Upgrade Issues Fab 40 site definitions w/Publishing
Migrating to “claims” vs. “classic” authentication
$w = Get-SPWebApplication
$w.MigrateUsers($true)
Migrating “publishing” site to claims requires web application properties
portalsuperuser
portalsuperreader
User Profile database upgrade post-activities
“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)

62. 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

63. Q & A
Use this slide to separate subjects