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

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

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

4. 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 – 7/13 – SharePoint Integration Minnesota SharePoint User Group www.sharepointmn.com

5. SharePoint Overview

6. 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

7. Microsoft SharePoint 2010

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

12. Internet / Extranet New in 2010

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

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

15. 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

16. IT Pro Investments IT Productivity Deployment Flexibility Scale with Governance

17. Developer Investments Solution Hosting Deployment Platform Developer Productivity

18. Upgrade Overview

19. 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 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

22. 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

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 (12.0.0.6421) Improved in October 2009 CU (12.0.0.6520) 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 http://technet.microsoft.com/en- us/library/hh144782.aspx http://technet.microsoft.com/en- us/library/hh144782.aspx Content database insight – Test-SPContentDatabase

28. SharePoint Architecture

29. SharePoint 2007 ArchitectureSharePoint 2010 Architecture

30. SharePoint Service Applications SharePoint 2010 Architecture SharePoint Foundation Project Server 2010

31. SharePoint 2010 Architecture

32. Break

33. Upgrade Planning

34. 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 – http://technet.microsoft.com/en-us/library/cc288974.aspx 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

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 – http://go.microsoft.com/fwlink/?LinkId=179928 http://go.microsoft.com/fwlink/?LinkId=179928

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 DiagramVisio Diagram

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

39. Upgrade Planning 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 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 – http://go.microsoft.com/fwlink/?LinkId=179928 http://go.microsoft.com/fwlink/?LinkId=179928

42. Upgrade Planning 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 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.

44. Upgrade Planning 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 Post-Upgrade Activities 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)

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

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

52. Upgrade Cycle Prepare 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!!

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

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

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

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: http://stsadm.blogspot.com/2009/02/synchronizing-quota-settings-via-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

57. Upgrade Cycle Test 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

58. Upgrade Cycle Implement 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

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 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 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)

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

63. Q & A