From Planning to exploring the methods. We take a look at SharePoint 2010 upgrade and look at the new features and options to better understand what the options are. Contributions: Sean Livingston

2. (OFS302) Upgrading to SharePoint 2010 Joel Oleson SharePoint Architect Quest Software http://sharepointjoel.com Muhanad Omar SharePoint Consultant Devosis

3. Who is SharePoint Joel? 9+ Year SharePoint Veteran 5 Years in MS IT & Online 2 Years in SharePoint Product Team Product Architect for Deployment Advisor Sr. SharePoint Architect SharePoint Product Architect & Strategy @ Quest

4. Meet Mo!

5. Upgrade Cycle: Overview

7. Operating System

8. SQL server

9. Missing dependencies

10. UI changes

11. Lack of space

12. Forms Authentication Providers

13. In-Place

14. Database Attach

15. Content

16. Profile

17. Project

18. WID to SQL Migration

19. Read-only content databases

20. Parallel upgrades:

21. Multiple temporary farms

22. Parallel database attach

23. AAM redirectionUpgrade Cycle: Learn Prerequisites Common issues Upgrade methods Downtime mitigation

24. Upgrade Cycle: Prepare

25. Upgrade Cycle: Test

26. Upgrade Cycle: Implement

27. Upgrade Cycle: Validate

28. Learning from PreUpgradeCheck

29. SharePoint PreUpgradeCheck Report

30. PreUpgradeCheck Failed Report (snippets)

31. Upgrade Overview Drill Down on Binary Upgrade Methods Windows PowerShell Upgrade Cmdlets Approaches to Upgrade Dev - Feature Upgrade Visual Upgrade Patch Management Downtime Mitigation Processes: Parallel Upgrade Pipelines Content DB Upgrade with AAM Redirection Improved Upgrade Status Reporting Upgrade Logging Read-only DB Support Simplified Upgrade Methods Removed Gradual Upgrade Side By Side Installation

32. 64 bit SQL Server 2008 Why Upgrade? Engine optimizations FILESTREAM support for Remote Blob Storage (RBS) Why Enterprise? Backup compression (faster and smaller) High Availability Mirroring enhancements with built in support in SharePoint 2010! Transparent database encryption

33. 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

34. Test-SPContentDatabase

35. Attaching Database to SP2010 Farm

36. Binary Upgraded Site: Preview Visuals – Sneak Peak Screenshot

38. DB Attach with SharePoint 2010 Powershell demo

39. Drill Down on Upgrade Methods

40. 2010 MS Upgrade PhilosophyYou need to understand what MS was thinking Detect issues early Provide O12 tools to admins Report critical issues at start of upgrade Keep the administrator informed No data loss Keep content and settings Minimize downtime Downtime mitigation processes Continue when at all possible Ability to resume Upgrade should not be catch 22

41. 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!

42. 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 as 2 step gradual visual upgrade Use Test-SPContentDatabase (PowerShellcmdlet) to test database first To attach Upgrade-SPContentDatabase (PowerShell) Addcontentdb operation (STSADM) Parallel database upgrades are possible

43. 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

44. UI Upgrade Migrating to SharePoint 2010: All content will migrate over No changes required to site content or branding SharePoint 2007 / 3.0 style UI is retained Existing master pages & page layouts are used Manually migrate to SharePoint 2010 UI Ribbon, Improved Site Settings, AJAX Visual Upgrade

45. Upgrade Pipeline FlowUpgrade internals step by step PSConfig Stage 1: Boot Strap Configuration Database Admin Content Database Pre-Joined Farm Join Farm Stage 2: Central Admin Web Templates SPIISSite Objects Features Upgrade Admin Web Service Admin Web Application Local Farm Admin Content Databases SPSites PSConfig/Timer SharedResourceProvider12 Objects Partner Service Applications Service Application Objects Partner Databases Stage 3: User Data Local Farm Web Templates SPIISSite Objects Features Upgrade Web Application SPSites Content Databases

46. Tactical Insights

47. Customizations TestingWill it work after upgrade? Custom JavaScript Custom Services Custom Features Custom Search Provider or Security Trimmer Modified OOB Features OM/Contract Compatibility Structural Compatibility User Interface and (x)HTML Compatibility Custom Web Parts Modified Databases Custom Site Definitions Custom CSS Custom Authentication Providers Modified OOB Site Definitions

48. Upgrade TestingWhat are you looking for in a test? Upgrade Issues Disk Full!!! Modified databases Customizations Authentication providers Poor dev practices Recommendations Test server side customizations & verify in both Visual Upgrade modes Consider preview environments Similar hardware, Use real datasets Don’t ignore warnings

49. Operations SchedulingBenchmark upgrade 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.

50. Upgrade PerformanceWhy prediction is difficult Database Shape Centric Hardware Centric # Site Collections # Webs # Lists # Document Versions Document Versions Size # Documents # Links Overall DB Size SQL Disk I/O per second SQL Database to disk layout SQL Temp DB optimizations SQL CPU & Memory WFE CPU & Memory Network Bandwidth & latency

51. Common Upgrade Failure Issues & Recovery Determine cause of failure Status Page & Upgrade Logs: Error log Full upgrade log Customizations Management Commands: Test-SPContentDatabase stsadm -o EnumAllWebs Fix issue(s) Install missing or updated customizations Activate missing services; farm, web app settings Resume upgrade Farm upgrade command Content database specific upgrade command Service specific upgrade commands

52. Upgrade InternalsMinutia and Nuances V2V upgrade DBs set to simple recovery DB growth during upgrade: Versions and indexes; SQL logs Shrink DBs after upgrade; not automatic SQL timeouts: Removed command timeouts (query time) Retained connection timeouts SetupPath fallback logic Object locking during upgrade: Maintained in config DB Automatic removal of stale locks (2 minutes)

53. Upgrade Strategies

54. Read-Only Content DatabasesReducing perceived downtime Not just for upgrade or patching Manually initiated process Read-only locking: Content remains static SQL controls read-only lock status SharePoint promotes SQL lock to site lock UI Trimming enforced by site lock Upgrade copy of database on different farm

55. Single Click Install - SQL MigrationHidden complexity in simple environments Windows Internal Database not supported DB could be >4GB SQL Express 2008 (Single Click, Manual Install) DB >4GB not supported Migration Process Occurs Before Upgrade Copy of WID Content DBs restored to WID DBs scrubbed of BLOB data DBs moved to SQL Express DBs modified to support RBS BLOBs copied into RBS All Content DB migration with in-place upgrade Individual Content DB migration command

56. Windows 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

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

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

59. Binary Approaches to Upgrade - Hybrid

60. Downtime Mitigation Processes Read-only databases Parallel upgrade farms Single farm, multiple upgrade sessions Content database attach with AAM redirection

61. 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

62. Visual Upgrade Capability Stay in O12 UI (default) or move to O14 UI O14 ships O12 Master pages and CSS UI Preview capability Farm admin or site admin controlled Web level setting and OM Some items not O12 UI compatible: My site host PWA site collection Report Server web parts

63. Visual Upgrade Caution No Visual backward compatible UI for My Sites Database Attach into My Site Host In place upgrade your My Site Host Other Services UI may be impacted Project Web Access site collection Reporting Server web parts

64. Depreciation Performance Point – Included in SharePoint 2010 Enterprise My Site Host Redesign – No visual upgrade for my sites Side by Side Installation - Gradual Upgrade SSP Admin UI – Any work you did on either the SSP Admin Site Collection or the Central Admin site has changed. Admin task list and other task lists Document Discussions is deprecated. Not very common. Deprecated Templates SSP Admin Site Great Plains (STSPKPL (Plus Pack)

65. What about Custom Site Definitions? Most custom site definitions from v3 should continue to work unmodified while in v3 UI mode of Visual Upgrade. However depending on what is in that site definition, a person may still want to do more featurization or other definition refactoring, which is where the upgrade definition file comes in handy. As always, test the existing definition against an upgraded server in both UI modes Q&A with Sean http://bit.ly/sitedef - Sean Livingston, Upgrade PM

66. Dev - Feature Upgrade Capability Optional Capability Version Ranging for B2B or V2V Upgrades Declarative Feature Upgrade Activities: ApplyElementManifests AddContentTypeField MapFile Custom Code Feature Upgrade CustomUpgradeAction Activity SPFeatureReceiver.FeatureUpgrading Assembly in GAC

67. What can I do today to prepare? Work towards 64-bit server environments Upgrade to Service Pack 2 (SP2) Review and identify your customizations Cleanup as much as possible Verify custom solutions work and deploy in 2010 Optimize your large lists Optimize your content databases Run PreUpgradeCheck that’s part of SP2

68. ISV Upgrade/Migration Solutions Quest Tech Preview of Migration Manager 2003 to 2010 with post Migration Sync Premigration assessment for duration Freeware: Check out the Free Quest Reporting Solution http://www.quest.com/reportsforsharepoint You can also find Solutions from: Metalogix, Tsunami & AvePoint

69. Quest Solutions for SharePoint Site Administrator for SharePoint Understand, manage and secure your SharePoint environment Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control Quest Web Parts Enable rapid development of SharePoint applications Recovery Manager for SharePoint Granular SharePoint recovery for enterprise-level needs Migration Manager for SharePoint SharePoint to SharePoint migration File Migrator for SharePoint File shares to SharePoint migration Public Folder Migrator for SharePoint Exchange Public Folders to SharePoint migration Notes Migrator for SharePoint Notes application content to SharePoint migration

70. Thank You!

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

72. question & answer

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