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SharePoint 2007 to SharePoint 2010 Upgrade
                                                                                                                     4
                 Decision
                                                                                                  Is the time taken to perform an in-
                                                                                                    place upgrade greater than the
                                                                                                 acceptable downtime period for your
                                                                                                       clients (use test results)?

                                                                                                                                                No                              6
                                                                                                                                                                                                                                          7
                  1
                                                                                                                    Yes                                                                                                      Does your environment have
   Is your SharePoint farm mission-                                                                                                                        Are you satisfied that there is an effective
                                                                                                                                                                                                                           significant custom code or other
                                                                                 Yes                                                                        roll-back method in place (backups, VM                Yes
    critical, such that any chance of              No                                                                                                                                                                      customisations that will not run
  downtime would be unacceptable?                                                                                                                                          snapshots)?
                                                                                                                                                                                                                                  in SharePoint 2010?

                                                                                                                                               No
                                                        2                                                            5
                                        Can your MOSS infrastructure be                         Is the time taken to perform an in-place
                                      upgraded to SharePoint 2010 (64-bit,                           hybrid upgrade greater than the
                                                                                                                                                                                                     Yes
                                     Windows Server 2008, SQL Server 2005                         acceptable downtime period for your
                                          with relevant SPs and CUs)?                                    clients (use test results)?                                                                                                     No
                 Yes



                                                                                                                                                                                                                          In-place Upgrade or Hybrid with DB
                  3                                                                                                 Yes                                                                                                    detachment option during binary
                                                        No                                                                                                                                                                  upgrade, depending on whether
       Is there budget to purchase                                                                                                                                                                                             option 4 or 5 was chosen.
     new hardware that can support                                                                                          No
                  2010?
                                                                                                                                                                                         8
                                                                                                                                                                      Can the business justify the cost
                                                     Unable to Upgrade at present, reconsider
                               No
                                                     budget or downtime mitigation method
                                                                                                                                 No                                   of rewriting problematic MOSS                                Yes
                                                                                                                                                                         customisations for 2010?
                                                                                                                     No


                                                                       No



                 Yes                                                    9                                                                     10

                                                  Can the business justify the administrative                                  Can the business justify the cost of
                                                                                                                                                                                                          DB Attach Upgrade with AAM Redirection for
                                                   cost required to gradually upgrade Web                     Yes            rewriting all MOSS customisations for                    Yes                       large content database upgrades
                                                   applications via the DB attach method?                                                    2010?




              Originally created by Benjamin Athawes @benjaminathawes, idea from Joel Oleson @joeloleson

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SharePoint 2010 upgrade decision tree

  • 1. SharePoint 2007 to SharePoint 2010 Upgrade 4 Decision Is the time taken to perform an in- place upgrade greater than the acceptable downtime period for your clients (use test results)? No 6 7 1 Yes Does your environment have Is your SharePoint farm mission- Are you satisfied that there is an effective significant custom code or other Yes roll-back method in place (backups, VM Yes critical, such that any chance of No customisations that will not run downtime would be unacceptable? snapshots)? in SharePoint 2010? No 2 5 Can your MOSS infrastructure be Is the time taken to perform an in-place upgraded to SharePoint 2010 (64-bit, hybrid upgrade greater than the Yes Windows Server 2008, SQL Server 2005 acceptable downtime period for your with relevant SPs and CUs)? clients (use test results)? No Yes In-place Upgrade or Hybrid with DB 3 Yes detachment option during binary No upgrade, depending on whether Is there budget to purchase option 4 or 5 was chosen. new hardware that can support No 2010? 8 Can the business justify the cost Unable to Upgrade at present, reconsider No budget or downtime mitigation method No of rewriting problematic MOSS Yes customisations for 2010? No No Yes 9 10 Can the business justify the administrative Can the business justify the cost of DB Attach Upgrade with AAM Redirection for cost required to gradually upgrade Web Yes rewriting all MOSS customisations for Yes large content database upgrades applications via the DB attach method? 2010? Originally created by Benjamin Athawes @benjaminathawes, idea from Joel Oleson @joeloleson