SharePoint 2010 Upgrade Strategies and Insights session delievered at TEC 2010 in Europe.

1. Best Practices for SharePoint 2010 Upgrade Joel Oleson Sr. Architect Quest Software @joeloleson

2. Who is SharePoint Joel? 10 Years of SharePoint SharePoint Product Architect, Evangelist & Strategy @ Quest

3. SharePointJoel.com

4. Upgrade Before During & After

5. Pre Upgrade

6. SharePoint 2010 Requirements SharePoint 2007 SP2 Update (Recent CU or at least October highly recommended) 64 bit operating system for application servers Windows Server 2008 or 2008 R2 + SP & Hotfixes included in PreReq Installer 64 bit SQL Server 2008 R2+, 2008 SP1 CU5 or later, 2005 SP3 CU5 or later*** Virtualization is supported and very common *** Upgrade or Installation will fail w/o proper CU

7. Running PreUpgradeCheck (in SP2007 Sp2)

8. PreUpgradeCheck Failed Report (snippets)

9. Test-SPContentDatabase

10. Upgrade

11. Insight on Upgrade Binary Upgrade In Place - New Timeout, Resume on failures Database Attach - New Parallel, Progress Indicator Visual Upgrade Separate process Delegation by default

12. In-Place Upgrade All-at-once upgrade Must upgrade the whole farm at one time No SP 2007 and SP2010 in same farm Schedule downtime Simplest approach, but *most risky*! No going back Resume Upgrade if problems occur Recommendations Run Test-SPContentDatabase from SP 2010 farm against databases Do a full farm backup before you start!

13. Pre Requisite Installer

14. In Place Upgrade - Install

15. In Place - Binary Approach to Upgrade Caution: Not recommended for most deployments…

16. Why I don’t recommend In-Place Alone

17. Database Attach Upgrade Safer, Requires more planning (A good thing) Upgrade is done on a separate 2010 farm Done database-by-database Can be used with 2nd step visual upgrade Use Test-SPContentDatabase (PowerShellcmdlet) to test database first To attach Mount-SPContentDatabase (PowerShell) STSADM –o Addcontentdb operation Parallel database upgrades are possible

18. DEMO Test-SpContentDatabase Mount-SpContentDatabase Upgrade Status

19. Attaching Database to SP2010 Farm

20. Central Admin Upgrade Status

21. No Brainer - Read-Only Database Strategy

22. DB Attach- Binary Approach to Upgrade Recommended for most deployments…

23. Visual Upgrade Stay in 2007 (default) or move to 2010 UI 2010 ships 2007 Master pages and CSS UI Preview capability Farm admin or site admin controlled Web level setting Some items not 2007 UI compatible My site host PWA site collection Report Server web parts

24. Post Binary Upgraded Site: Preview Visuals

25. Visual Upgrade Options

27. What about the Fabulous 40 Application Templates? What do you want to do? I want to continue using them Install Upgraded Templates - Fab 40 on Destination farm Convert Templates - .STP to .WSP I want to remove them Remove the .stp (Remove the template) Export lists or use third party tools to move into OOB Site Defs http://bit.ly/dhQUjd

28. Upgrade Strategies

29. PowerShell Upgrade Cmdlets Test-SPContentDatabase Discover and Document issues 2007/2010 Mount-SPContentDatabase Initiate Content database B2B/V2V upgrade Upgrade-SPContentDatabase Resume Content database B2B/V2V upgrade Upgrade-SPEnterpriseSearchServiceApplication Search Service Application Instance Upgrade-SPSingleSignOnDatabase O12 SSO data to Secure Store database

30. Hybrid Upgrade Considerations Best of In Place Configuration database Site Definitions may be upgraded Easier SSP -> Service App Upgrade Best of Database Attach Fast with multi database parallel upgrade

31. Consider a Hybrid Upgrade

32. Decisions??? Customized? Uptime? New HardwareExtra? Hardware Ready? Virtual/Rollback? MSDE/SQL Express?

33. SSP to Service App Each SSP upgrades into: A Search service app A User Profiles service app An Excel service app An App Registry back-compat service app New Services can be activated/added

34. Visual Upgrade Strategies Upgrade the UI at the same time psconfig.exe –cmd upgrade –preserveolduserexperiencefalse Updateuserexperience parameter of the Mount-SPContentDatabase or STSADM Stager Upgrade (Hide UI) Post Upgrade: Site Settings | Site Collection Administration| Supported User Experiences Delegate UI Upgrade (Default) psconfig.exe –cmd upgrade –preserveolduserexperiencetrue

35. In Place Upgrade - Visual Upgrade Decisions…

36. Troubleshooting/Common Issues Missing server-side files or customizations, such as features or Web Parts Configuration issues in the server farm, Web application, or services, such as managed paths or services that are not started Additional issues in sites discovered on a site-by-site basis, starting with high-impact, high-profile sites Disk Space or CPU/Memory Constraints Don’t forget Forms to Claims Profile Import & FIM (CU has fixes, security requirement)

37. Released to the Web SharePoint 2010: Best Practices for Upgrading and Migrating Get Prescriptive guidance on Upgrade Methods Drill deep into assessment tools Compare Migration tools Save yourself time

38. Why Consider third party tools? Getting out of customizations… Quest Migration Manager 2003 to 2010 with post Migration Sync 2007 to 2010 in beta Notes to SharePoint Migrations www.quest.com

39. Thank you!

40. Learn More about SharePoint 2010 Information forIT Prosat TechNet http://MSSharePointITPro.com Information forDevelopersat MSDN http://MSSharePointDeveloper.com Information forEveryone http://SharePoint.Microsoft.com