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Painless SharePoint
      Upgrades and Patching
Cornelius J. van Dyk        Jason Himmelstein
Crayveon Corporation                Sentri Inc.
c@crayveon.com         jhimmelstein@sentri.com
@cjvandyk                    @sharepointlhorn
• Chief Architect, Crayveon Corporation

• 7 time MVP, MCITP, MCTS

• Blog: www.cjvandyk.com/blog

• Twitter: @cjvandyk

• LinkedIn: http://www.linkedin.com/in/cjvandyk
• SharePoint Practice Director, Sentri Inc.
• MCITP, MCTS SharePoint 2010
• Microsoft vTSP
   ●   virtual Technology Solutions Professional

• SharePoint Foundation Logger
  (http://spflogger.codeplex.com)
• Web: www.sentri.com
• Blog: www.sharepointlonghorn.com
• Twitter: @sharepointlhorn
• LinkedIn: www.linkedin.com/in/jasonhimmelstein
WHY UPGRADE
• Why do we upgrade?

• If it ain’t broke, don’t fix it

• Consistency

• Security

• Microsoft Support Services
UPGRADE vs PATCH
• Definition of an upgrade

• Definition of a patch

• Service Packs

• Cumulative Updates
SERVICE PACKS
• No set release schedule

• Bundle all fixes since release

• Removable?

• Risks when applying Service Packs
CUMULATIVE UPDATES
• Bi-monthly

• Bundle all fixes since Service Pack

• Removable?

• Risks when applying CUs

• Track record of re-releases and hot fixes
MINIMIZING RISK
• Best Practices

• Real World Experience (RWE)

• RWE vs Best Practices
MINIMIZING RISK – Best Practices
• Keep current

• Implement updates as soon as feasible

• Rigorous testing of updates

• Validation of non-effect
MINIMIZING RISK – RWE
• Keep current – retracted/rereleased patches

• Rigorous testing of updates – man hour requirements

• Validation of non-effect – Find everything?

• Work load of existing staff

• Dedicated testing group
RWE BASED RECOMMENDATIONS
• Where to get CUs

  ●   http://technet.microsoft.com/en-us/sharepoint/ff800847

  ●   http://aurl.to/v

• When to apply CUs

  ●   4 weeks trailing DEV

  ●   2 weeks later QA

  ●   2 weeks later PROD
RWE BASED RECOMMENDATIONS
• Farm Architecture considerations

   ●   WFE Server DLLs

   ●   APP Server DLLs

   ●   Database schemas

   ●   Stored Procedures

   ●   Custom Apps

   ●   3rd Party Controls
PATCH PROCESS
• Before you upgrade

   ●   Know you farm state

   ●   Check KB for backward compatibility with current state

   ●   Filter Packs

   ●   Office Web Apps

   ●   Language Packs
PATCH PROCESS
• SPADM account

• Central Admin App server

• Other App servers

• WFE servers

• Configuration Wizard
PATCH PROCESS
• Configuration Wizard

• Powershell

   ●   PSConfig

   ●   Upgrade-SPContentDatabase
FALLOUT
• Issues introduced by CUs

• Not avoidable… are they?

• SPDAALSE
Stuff to check out later

• http://blogs.technet.com/b/stefan_gossner/
• http://harbar.net/
Handy Reference Information
• Useful Stuff
         •   Jason’s info
              http://www.sharepointlonghorn.com
              jase@sharepointlonghorn.com
              @sharepointlhorn
         •   Corne’s info
              http://www.cjvandyk.com/blog
              c@crayveon.com
              @cjvandyk
         •   Todd Carter’s info
              @toddca
              http://www.todd-carter.com/
         •   Russ Maxwell’s Blog
              http://blogs.msdn.com/b/russmax

• Microsoft References
   ●   SPMonitoredScope Class
        http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.utilities.spmonitoredscope(office.14).aspx
   ●   Using SPMonitoredScope Class
        http://msdn.microsoft.com/en-us/library/ff512758.aspx


• Download links
        http://spflogger.codeplex.com
        Microsoft SharePoint 2010 Administration Toolkit v2.0
Your Feedback is Important

 Please fill out a session evaluation form
  drop it off at the conference registration
                      desk.

                Thank you!

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Himmelstein sp connections_had309_painless_share_point_upgrades

  • 1. Painless SharePoint Upgrades and Patching Cornelius J. van Dyk Jason Himmelstein Crayveon Corporation Sentri Inc. c@crayveon.com jhimmelstein@sentri.com @cjvandyk @sharepointlhorn
  • 2. • Chief Architect, Crayveon Corporation • 7 time MVP, MCITP, MCTS • Blog: www.cjvandyk.com/blog • Twitter: @cjvandyk • LinkedIn: http://www.linkedin.com/in/cjvandyk
  • 3. • SharePoint Practice Director, Sentri Inc. • MCITP, MCTS SharePoint 2010 • Microsoft vTSP ● virtual Technology Solutions Professional • SharePoint Foundation Logger (http://spflogger.codeplex.com) • Web: www.sentri.com • Blog: www.sharepointlonghorn.com • Twitter: @sharepointlhorn • LinkedIn: www.linkedin.com/in/jasonhimmelstein
  • 4. WHY UPGRADE • Why do we upgrade? • If it ain’t broke, don’t fix it • Consistency • Security • Microsoft Support Services
  • 5. UPGRADE vs PATCH • Definition of an upgrade • Definition of a patch • Service Packs • Cumulative Updates
  • 6. SERVICE PACKS • No set release schedule • Bundle all fixes since release • Removable? • Risks when applying Service Packs
  • 7. CUMULATIVE UPDATES • Bi-monthly • Bundle all fixes since Service Pack • Removable? • Risks when applying CUs • Track record of re-releases and hot fixes
  • 8. MINIMIZING RISK • Best Practices • Real World Experience (RWE) • RWE vs Best Practices
  • 9. MINIMIZING RISK – Best Practices • Keep current • Implement updates as soon as feasible • Rigorous testing of updates • Validation of non-effect
  • 10. MINIMIZING RISK – RWE • Keep current – retracted/rereleased patches • Rigorous testing of updates – man hour requirements • Validation of non-effect – Find everything? • Work load of existing staff • Dedicated testing group
  • 11. RWE BASED RECOMMENDATIONS • Where to get CUs ● http://technet.microsoft.com/en-us/sharepoint/ff800847 ● http://aurl.to/v • When to apply CUs ● 4 weeks trailing DEV ● 2 weeks later QA ● 2 weeks later PROD
  • 12. RWE BASED RECOMMENDATIONS • Farm Architecture considerations ● WFE Server DLLs ● APP Server DLLs ● Database schemas ● Stored Procedures ● Custom Apps ● 3rd Party Controls
  • 13. PATCH PROCESS • Before you upgrade ● Know you farm state ● Check KB for backward compatibility with current state ● Filter Packs ● Office Web Apps ● Language Packs
  • 14. PATCH PROCESS • SPADM account • Central Admin App server • Other App servers • WFE servers • Configuration Wizard
  • 15. PATCH PROCESS • Configuration Wizard • Powershell ● PSConfig ● Upgrade-SPContentDatabase
  • 16. FALLOUT • Issues introduced by CUs • Not avoidable… are they? • SPDAALSE
  • 17. Stuff to check out later • http://blogs.technet.com/b/stefan_gossner/ • http://harbar.net/
  • 18. Handy Reference Information • Useful Stuff • Jason’s info http://www.sharepointlonghorn.com jase@sharepointlonghorn.com @sharepointlhorn • Corne’s info http://www.cjvandyk.com/blog c@crayveon.com @cjvandyk • Todd Carter’s info @toddca http://www.todd-carter.com/ • Russ Maxwell’s Blog http://blogs.msdn.com/b/russmax • Microsoft References ● SPMonitoredScope Class http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.utilities.spmonitoredscope(office.14).aspx ● Using SPMonitoredScope Class http://msdn.microsoft.com/en-us/library/ff512758.aspx • Download links http://spflogger.codeplex.com Microsoft SharePoint 2010 Administration Toolkit v2.0
  • 19. Your Feedback is Important Please fill out a session evaluation form drop it off at the conference registration desk. Thank you!