1. http://www.sharepointmn.com Welcome to the Minnesota SharePoint User Group February 10 th, 2010 Migrating to SharePoint 2010 Brian Caauwe Meeting #63

2. Session Agenda Introductions SharePoint Overview Upgrade Overview SharePoint Architecture Break Upgrade Planning Upgrade Cycle Demo Q&A http://www.sharepointmn.com

3. User Group Goal / Objectives Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions http://www.sharepointmn.com

4. Introductions – MNSPUG Sponsors Inetium (www.inetium.com)www.inetium.com Technology consulting company Microsoft Gold Certified Partner Practice area focused on SharePoint Benchmark Learning (www.benchmarklearning.com)www.benchmarklearning.com Microsoft Gold Certified Partner Training on many technologies Microsoft (www.microsoft.com)www.microsoft.com http://www.sharepointmn.com

5. www.sharepointmn.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations info@sharepointmn.com www.sharepointmn.com http://www.sharepointmn.com

6. Social Networking Linked In group – The most interactive… includes job postings… – http://www.linkedin.com/groups?gid=1878792 http://www.linkedin.com/groups?gid=1878792 Facebook group – http://www.facebook.com/home.php?#/group.php?gid=27333305456 http://www.facebook.com/home.php?#/group.php?gid=27333305456 Twitter tags - @MNSPUG and #MNSPUG http://www.sharepointmn.com

7. Upcoming Schedule Next Meeting March 10 th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Topic: TBD Check www.sharepointmn.com for updates!www.sharepointmn.com Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office http://www.sharepointmn.com

8. Local Events SharePoint Saturday – March 20, 2010 *FREE* http://www.sharepointsaturday.org/twincities/default.aspx University of Minnesota – East Bank, Twin Cities Campus http://www.sharepointsaturday.org/twincities/default.aspx

9. http://www.sharepointmn.com Conferences SPTechCon – February 10-12, 2010 http://www.sptechcon.com San Francisco, CA http://www.sptechcon.com MNSPUG members and newsletter subscribers receive a $100 discount off the Full Event Passport and/or gain free admission to the exhibits (first time registrants only - cannot be combined with other offers) by inserting the code MEDIASPONSOR when prompted on the eRegistration page linked from www.sptechcon.com.www.sptechcon.com

10. http://www.sharepointmn.com Conferences SharePointPro 2010 Summit & Expo – March 16-19, 2010 http://www.sharepointprosummit.com Las Vegas, NV http://www.sharepointprosummit.com The SharePointPro 2010 Summit & Expo is THE essential conference for details on the release of SharePoint 2010 and includes in-depth technical training on solution development and customization of Windows SharePoint Services, Microsoft Office SharePoint Server 2007 and Microsoft SharePoint 2010.

11. http://www.sharepointmn.com Conferences SharePointPro 2010 Summit & Expo – March 16-19, 2010 http://www.sharepointprosummit.com Las Vegas, NV http://www.sharepointprosummit.com Related Pre-Conference Workshop: Building Composite Applications using SharePoint Designer 2010 and the BCS

12. Announcements SharePoint 2010 Public Beta 2 available – Register for it here: http://sharepoint2010.microsoft.com/try-it/Pages/Trial.aspxhttp://sharepoint2010.microsoft.com/try-it/Pages/Trial.aspx – Lots of information from Microsoft and on the forums about installation, etc… Update Center – http://technet.microsoft.com/en-us/office/ee748587.aspx http://technet.microsoft.com/en-us/office/ee748587.aspx SharePoint 2007 News: – MOSS WITH SP2 slipstream – December Cumulative Update available Other Technical Resources – eTechPlanet.com – http://www.etechplanet.com/category/SharePoint.aspx http://www.etechplanet.com/category/SharePoint.aspx http://www.sharepointmn.com

13. Brian Caauwe Consultant & Speaker – Email: bcaauwe@inetium.combcaauwe@inetium.com – Blog: http://blogs.inetium.com/blogs/bcaauwehttp://blogs.inetium.com/blogs/bcaauwe MCTS - SharePoint v3 http://www.sharepointmn.com Quick Info

14. SharePoint Overview

15. *Disclaimer* All of the information gathered and presented today is based on versions of the software prior to final release. Features and functionality *may still change* before the RTM versions are available. Many of the slides and graphics presented today are based on content released and presented at SPC 09. http://www.sharepointmn.com

16. 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 http://www.sharepointmn.com Microsoft SharePoint 2007

17. http://www.sharepointmn.com

18. SharePoint 2010 Timeline Summer 2009Early previews given to partners Early Fall 2009First public disclosure at #SPC09 November 2009PUBLIC BETA: “Beta 2” … Q2-ish 2010Estimated RTM http://www.sharepointmn.com

19. 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 http://www.sharepointmn.com SharePoint Evolution

20. And now in 2010: http://www.sharepointmn.com

21. New More SharePoint 2010… http://www.sharepointmn.com Enabling Technologies

22. New in 2010 Internet / Extranet

23. (Requires SharePoint Server 2010 and SharePoint Enterprise CAL) Enterprise Search http://www.sharepointmn.com

24. SharePoint Online IntranetInternet/Extranet New http://www.sharepointmn.com

25. 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 http://www.sharepointmn.com SharePoint Server 2010

26. IT Pro Investments IT Productivity Deployment Flexibility Scale with Governance http://www.sharepointmn.com

27. Developer Investments Solution Hosting Deployment Platform Developer Productivity http://www.sharepointmn.com

28. Upgrade Overview

29. 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 http://www.sharepointmn.com

30. 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 http://www.sharepointmn.com

31. 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 http://www.sharepointmn.com

32. 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 http://www.sharepointmn.com

33. Upgrade Preparation Tools WSS v3 / MOSS 2007 SP2 Farm insight Pre-Upgrade Checker stsadm -o EnumAllWebs SPDiag V2 Customizations gathering stsadm -o ExportIPFSAdminObjects http://www.sharepointmn.com

34. 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 http://www.sharepointmn.com

35. 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] http://www.sharepointmn.com

37. Upgrade Preparation Tools SharePoint 2010 Farm insight – stsadm -o EnumAllWebs – SPDiag 2010 (TBD) Content database insight – Test-SPContentDatabase http://www.sharepointmn.com

38. SharePoint Architecture

39. SharePoint 2007 Architecture SharePoint 2010 Architecture http://www.sharepointmn.com

40. SharePoint Service Applications SharePoint 2010 Architecture SharePoint Foundation Project Server 2010 http://www.sharepointmn.com

41. SharePoint 2010 Architecture http://www.sharepointmn.com

42. Break

43. Upgrade Planning

44. 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 http://www.sharepointmn.com

45. Communicate Upgrade Group / Committee Customer Survey’s Status updates Unknown breeds unrest Closer to launch = more communication Upgrade Planning Customer Communications http://www.sharepointmn.com

46. 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 Upgrade Planning Farm / Customizations Surveys http://www.sharepointmn.com

47. 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 Upgrade Planning Upgrade Testing / Customizations Testing http://www.sharepointmn.com

48. Will it work after Upgrade? Upgrade Planning Upgrade Testing / Customizations Testing Modified OOB Site Definitions Modified Databases Modified OOB Features http://www.sharepointmn.com

49. 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 http://www.sharepointmn.com

50. Virtualization Image / Snapshot base OS Storage Service Accounts Service Applications Use Wizards Upgrade Planning Hardware Build-out http://www.sharepointmn.com

51. Solutions Features Site Definitions web.config modifications Custom Files / Images IFilters What did your preupgradecheck say? Upgrade Planning Customizations Deployment http://www.sharepointmn.com

52. 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 http://www.sharepointmn.com

53. 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. http://www.sharepointmn.com

54. 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 http://www.sharepointmn.com

55. 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 http://www.sharepointmn.com

56. 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 Upgrade Planning Post-Upgrade Activities http://www.sharepointmn.com

57. 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 http://www.sharepointmn.com

58. Upgrade Cycle

59. 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 http://www.sharepointmn.com

60. Prerequisites - x64 hardware – SharePoint – SQL Common Issues – Customizations – Space Upgrade Methods – In-Place – DB Attach Upgrade Cycle Learn http://www.sharepointmn.com

61. 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 Upgrade Cycle Learn http://www.sharepointmn.com

62. 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 http://www.sharepointmn.com

63. 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 http://www.sharepointmn.com

64. Upgrade Strategy – Upgrade order SharePoint (different roles) SQL – Upgrade Operations – Downtime SLA limits – Rollback Plan Upgrade Cycle Prepare http://www.sharepointmn.com

65. 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 (4GB Limit) SQL Standard / Enterprise SQL 2005 SP3 + KB 967909 (CU 3)KB 967909 SQL 2008 SP1 + KB 970315 (CU 2)KB 970315 Upgrade Cycle Prepare http://www.sharepointmn.com

66. 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 Upgrade Cycle Prepare http://www.sharepointmn.com

67. 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 http://www.sharepointmn.com

68. 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 http://www.sharepointmn.com

69. 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 http://www.sharepointmn.com

70. Migration Demo

71. Q & A Questions & Answers

72. Sean Livingston’s SPC09 presentations… SPC09 Beta book http://mssharepointitpro.com http://mssharepointdeveloper.com http://sharepoint.microsoft.com References http://www.sharepointmn.com

73. Thanks for attending! http://www.sharepointmn.com