The webinar will include several demonstrations and discuss: Who should upgrade, why & when An overview of the major differences between SharePoint 2007 & 2010 How to assess your existing SharePoint deployment and identify upgrade risks and opportunities Specific tasks that need to be done to plan and prepare for SharePoint 2010 Best Practices for supporting parallel environments, migration, preserving the investment in your existing SharePoint deployment, etc. Avoiding common pitfalls

1. SharePoint 2010 Readiness Webinar Series By:

2. Speakers Paul Papanek Stork SharePoint MVP & Author ShareSquared Sr. Architect & Lead Consultant MBA, MCT, MCSE, MCSD, MCDBA, MCITP, MCPD… Gary LaPointe SharePoint MVP ShareSquared Sr. Architect & Lead Consultant

3. Agenda A sprinkling of demos throughout… Introduction (Paul) What’s New in SharePoint 2010? Upgrade: Who, When & Why SharePoint 2007 to 2010 Upgrade (Gary) Server Preparation Choosing an Upgrade Approach Dealing with customizations Upgrade Best Practices (Paul) Q & A

4. What’s New Too much to cover in a quick overview A few important changes for everyone: Fluent User Interface (the Ribbon) Sandboxed Solutions Claims based Authentication Managed Metadata Service Social Computing improvements Gary will cover other differences that affect Admins & Architects…

5. Upgrade: Who, When & Why Considerations: Good candidates for upgrade You need certain 2010 features You have not done significant customizations Get a second opinion if: You have a large deployment You’ve done significant customization Timing: Start planning & install the Beta now! Run parallel environments until the release

6. Intro to SharePoint 2010

7. Audience Survey What is your primary role in planning for SharePoint 2010? Decision Maker, Influencer or Sponsor Admin, Architect or Developer Analyst or End User Consultant

8. Server Preparation SQL Server SQL 2008 R2 or SQL 2008+SP1+CU2 (or greater) SQL 2005 w/SP3 – supported / not recommended SharePoint Servers SharePoint 2007 SP2 + October CU (or greater) October CU updates the preupgradecheck STSADM command 64 bit required Windows Server 2008 Standard w/SP2 (or greater) WCF Hotfix (not part of the prerequisites installer) Minimum 8GB RAM

9. Upgrade Approaches

10. In-Place Upgrade Use existing hardware – servers/farm offline during upgrade Configuration and all content upgraded Farm-wide settings preserved Customizations available after upgrade Recommended for small or non-production environments

11. Database Attach Upgrade New hardware Upgrade multiple DBs at a time Server farm settings not upgraded Customizations must be transferred Can consolidate multiple farms into one Recommended if farm level configurations are minimal

12. Hybrid 1: Read-only databases Use Database Attach upgrade to preserve existing farm Existing farm is put in read-only mode Create a new farm and attach all content databases Server farm settings not upgraded Recommended over Database Attach

13. Hybrid 2: Detach databases Use in-place upgrade for farm settings to preserve configurations Detach and upgrade content databases Alternatively, upgrade content databases in a temporary farm Recommended if farm level configurations are significant

14. Customizations Some assemblies will not need re-compilation Use SharePoint Solution Packages (WSPs) Site Templates deprecated SharePoint 2007 Themes deprecated Changes to OOTB files will not upgrade Code performing large queries will fail Consider Visual Upgrade Don’t forget to check 3rd party vendors for updates to installed packages!

15. Upgrading to 2010

16. Audience Survey Where are you on the SharePoint 2010 adoption curve? Planning to upgrade as soon it’s released Will upgrade once the product has been out awhile (e.g. after the first service pack) Unsure – need more information No plans to upgrade

17. Upgrade Best Practices Update to SharePoint 2007 SP2 or later Migrate to 64-bit servers Archive old site collections prior to upgrade Update desktops to Office 2010 for enhanced features Evaluate Upgrade versus Migration Plan sufficient excess capacity Backup, Backup, Backup!!! Review Upgrade Status and logs Provide user training

18. Avoiding Upgrade Pitfalls Freeze your Farm during upgrade Identify all customizations (features, solutions & assemblies) Use the pre-upgrade checker Don’t upgrade a broken farm Perform a trial upgrade on a test farm Use STSADM to re-attach content DB’s Don’t upgrade to Beta 2 too soon

19. Audience Survey What do you see as next steps? Assessment of current environment & overall SharePoint 2010 readiness Training for SharePoint 2010 Planning for SharePoint 2010 implementation

20. SharePoint GamePLAN Jumpstart your SharePoint 2010 Deployment 2-5 Day Session with a Sr. SharePoint Architect MVP or MCM Includes Education on SharePoint 2010 Brainstorming & Requirements Development Assessment – hardware, AD, skills, etc. Planning & Implementation Roadmap $8,500 + travel for a 4-day engagement Email Info@ShareSquared.com or call 800-445-1279 x300 to schedule

21. Resources and Q & A Assessment, Planning & Implementation SharePoint 2010 GamePLAN Contact us for implementation guidance Learn more about 2010 features Next Webinar: Image Capture & ECM in SharePoint 2010 Online resources 2010 Upgrade & Migration Resource Center http://technet.microsoft.com/en-us/sharepoint/ee517214.aspx Contact Info@ShareSquared.com 800-445-1279