Migrating to SharePoint 2010 Brian Caauwe Senior Consultant - MCTS May 19, 2010.

transcript

Migrating to SharePoint 2010Brian Caauwe

Senior Consultant - MCTS

May 19, 2010

• Introduction• SharePoint Overview• Upgrade Overview• SharePoint Architecture• Upgrade Planning• Upgrade Cycle• Demo

• Q&A

Session Agenda

• Brian Caauwe• Consultant & Speaker

– Email: bcaauwe@inetium.com– Blog: http://blogs.inetium.com/blogs/bcaauwe

• MCTS - SharePoint v3

Who am I?

• 2nd Wednesday of the Month– 9:00 – 11:30 AM

• SharePoint resources and links• Meeting Schedule• Past User Group Presentations• This Presentation

• Next Meeting – 6/9– Public Internet Solutions

Minnesota SharePoint User Group

www.sharepointmn.com

SHAREPOINT OVERVIEW

• Many of the slides and graphics presented today are based on content released and presented at SPC 09.

*Disclaimer*

Microsoft SharePoint 2007Collaboration

Outlook IntegrationGroove Integration

Docs/Tasks/CalendarsBlogs and Wikis

Project Manager lite

Enterprise Portal Templates, Site

Directory, My Sites, social networking,

privacy control

Enterprise SearchEnterprise scalability,

contextual relevance, rich people and business data

search

Business ProcessesRich and Web forms based front-ends, LOB actions, pluggable SSO

Business IntelligenceServer-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards

Content ManagementIntegrated document management, records management, and Web content management with policies and workflow

The Business Collaboration Platform for the Enterprise and the Web

Microsoft SharePoint 2010

Connect and Empower People

Cut Costs with a Unified Infrastructure

Rapidly Respond to Business Needs

Communities

Search

Composites

ContentInsights

• Summer 2009 Early previews given to partners• Early Fall 2009 First public disclosure at #SPC09• November 2009PUBLIC BETA: “Beta 2”

…• May 12 2010 International Launch• May 27 2010 Twin Cities Launch Event

SharePoint 2010 Timeline

• SharePoint Team Services• SharePoint Portal Server 2001• Windows SharePoint Services 2.0• Microsoft SharePoint Portal Server 2003• Windows SharePoint Services 3.0• Microsoft Office SharePoint Server 2007

SharePoint Evolution

And now in 2010

High-End Search

NewEnterprise Client Access License (CAL)Standard Client Access License (CAL)

Intranet Internet/Extranet

Enabling Technologies

More SharePoint 2010…

Internet/Extranet

Create Rich Sites for Customers and Partners Using All of SharePoint’s Capabilities

For organizations looking to create customer-facing public internet sites or private extranetsThis is our premier internet site edition, with full SharePoint Enterprise functionality

Build Small-Scale Internet Sites on the SharePoint Platform

For small and mid-size organizations looking to create customer-facing public internet sites or basic extranets using the Standard features of SharePoint Server 2010Note that this edition will have performance/scale limitsNew in 2010

Microsoft Enterprise Search

Powerful High-end Search Delivered Through SharePoint

Search is strategicWant high-end capabilities and easy deployment and manageability Are building custom search solutions and integrated applications

Complete Intranet Search SolutionWant enterprise-class intranet search with low touch from ITScalable, searches LOB systems, improved people search

Departmental SearchHave tactical, low scale search applications (such as departmental sites)Want quick, basic projects requiring little or no cost and IT effort

(Requires SharePoint Server 2010and SharePoint Enterprise CAL)

SharePoint Online

Intranet Internet/Extranet

Enterprise User Subscription License (USL)

Standard User Subscription License (USL)

Deskless User Subscription License (USL)

New Internet Sites Offer

Partner Access Offer

• Moving towards parity between on-premises and online• Parity in features and scenarios enabled• Introducing: Enterprise USL, Internet Sites, and Partner Access

offers

SharePoint Server 2010

Ribbon UISharePoint WorkspaceSharePoint MobileOffice ClientOffice Web App IntegrationStandards Support

Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser

Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements

Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline

PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot

Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS Communities

Search

Composites

ContentInsights

IT Pro Investments

Enterprise-wide management capabilitiesRobust installation and predictable upgrade processHigher availability with better patch management

IT Productivity

Collaboration across Intranet, Extranet and InternetOn-premise and/or hosted optionsData storage inside and outside the SharePoint DB

Deployment Flexibility

Terabytes of data and multi-million item listsImproved Platform resiliency and redundancyAdvanced back-up, restore and disaster recovery

Scale with Governance

Developer Investments

Standardized WSP Package DeploymentSharePoint Online shared solution hostingInstall on Vista SP1 or Windows 7 for Developers only

Solution Hosting

Rich solution UI with Silverlight, XSLT View, Clean HTML Data Foundation – Relationships, LookupBetter programmability with LINQ, Client API

Deployment Platform

Rapidly develop solutions with Visual Studio 2010Application Lifecycle Management & Team Dev Solution quality improved with debugging tools

DeveloperProductivity

http://www.sharepointmn.com

UPGRADE OVERVIEW

Upgrade OverviewWhat’s New

• Upgrade Preparation Tools• Windows PowerShell Upgrade Cmdlets• Feature Upgrade• Visual Upgrade• Patch Management• Downtime Mitigation Processes:

– Parallel Upgrade Pipelines– Content DB Upgrade with AAM Redirection

Upgrade OverviewWhat’s Different

Changed• Upgrade Methods

Improved• Upgrade Status Reporting

• Upgrade Logging

• Read-only DB Support

Removed• Gradual Upgrade

• Side By Side Installation

Upgrade MethodsSupported Scenarios

• In-Place Upgrade– Single Click Install - SQL Migration

• Windows Internal Database (WID) -> SQL Express 2008 + File Stream RBS

• Database Attach Upgrade:– Content Database– Profile Service Database– Project Service Database

• Hybrid– In-place– Database Attach

• Alternate Access Mapping Redirection– Complex– URL Modification

Upgrade MethodsUnsupported Scenarios

• Upgrade from earlier than WSS v3 SP2/MOSS 2007 SP2

• Direct upgrade from WSS v2/SPS 2003 or earlier

• Side by side installation

• Gradual upgrade

Upgrade Preparation ToolsWSS v3 / MOSS 2007 SP2

• Farm insight– Pre-Upgrade Checker– stsadm -o EnumAllWebs– SPDiag V2

• Customizations gathering– stsadm -o ExportIPFSAdminObjects

Pre-Upgrade Checker Commandstsadm -o preupgradecheck [-localonly]

Details• Reports farm and server data

– Identifies useful farm information– Identifies current or potential issues

• Modes– Local server + farm databases (default)– Local server only

• Makes no changes to environment or data• Introduced in SP2; improved in October 2009 CU

• Large amounts of information

Rules Files (Partial List)• Informational

– Farm Servers, Databases– AAM Configuration– Lists Site Definitions, Features, Web Parts, Event Receivers– Installed Language packs– CAML views/CAML content types

• Issues– Missing Site Definitions, Features, Assemblies– Data orphans– Modified content databases

Upgrade Preparation ToolsSharePoint 2010

• Farm insight– stsadm -o EnumAllWebs– SPDiag 2010 (TBD)

• Content database insight– Test-SPContentDatabase

SHAREPOINT ARCHITECTURE

Project Server2007

Project Web Access

Shared Service Provider

SharePoint 2007 Architecture

Search Service

Excel Calc Service

Business Data Catalog

User Profiles

ContentConfig Workflow

SharePoint Server Client Apps

Browsers (IE)

InfoPath

Project

RSS Viewers

SharePoint Designer

OneNote

Groove

Project Server2007

Project Web

Access

Office Client

Outlook

Search Service

Excel Calc Service

User Profiles

Windows SharePoint Services

InfoPath Service

SharePoint Service ApplicationsShared Service Provider

Search Service

Excel Calc Service

User Profiles

SharePoint Foundation

SharePoint Server Client AppsProject Server

Project Web Access

Windows SharePoint Services

2007 Browsers (IE)

InfoPath

Project

RSS Viewers

SharePoint Designer

OneNote

Office Client

Outlook

BusinessConnection

Service

GrooveSharePoint Workspace

SharePoint Service Applications

Search Service

Excel Calc Service

BusinessConnection

Service

User Profiles

SharePoint Foundation

SharePoint Server Client AppsProject Server

Project Web Access

Sandboxed Code Service Usage & Health Logging

Word Conversion Service

PowerPoint Broadcast Service

Web Analytics Service

Visio Graphics Service

Access Service

InfoPath Service

Managed Metadata

PerformancePoint

Browsers (IE)

InfoPath

Project

RSS Viewers

SharePoint Designer

OneNote

SharePoint Workspace

Office Client

Outlook

Browsers (IE, Fire Fox)

InfoPath

Project

RSS Viewers

SharePoint Designer

OneNote

Office Client

Outlook

Browsers (IE, Fire Fox)

InfoPath

Project

RSS Viewers

SharePoint Designer

OneNote

Office Client

Outlook

Access

UPGRADE PLANNING

• Customer Communications• Farm / Customizations Surveys• Upgrade / Customizations Testing• Environment Cleanup• Hardware Build-out• Customizations Deployment• Backups Before Upgrade• Operations Scheduling• Rollback / Restore Plan• Post-Upgrade Activities• Ongoing Support Calls

Upgrade PlanningHow to manage a complex process

• Create a communications plan– http://technet.microsoft.com/en-us/library/cc288974.aspx

• Upgrade Group / Committee– Stakeholders– Server Admins– Database Admins– SharePoint Admins– Security Team– Designers– Developers– Site Owners– Site Users

• Customer Survey’s• Status updates• Unknown breeds unrest

• Closer to launch = more communication

Upgrade PlanningCustomer Communications

• Gather Information– Pre-upgrade checker (Updated in Oct 2009 CU)– Manual inspection process– Comparison process (WinDiff):

• New server with same version and patch level• Web Server Extensions directory• IIS directory• Global Assembly Cache (GAC)

• Determine impact– stsadm -o EnumAllWebs (Updated in Oct 2009 CU)

• Collect customizations– stsadm -o ExportIPFSAdminObjects

• Sample Worksheet– http://go.microsoft.com/fwlink/?LinkId=179928

Upgrade PlanningFarm / Customizations Surveys

• Upgrade Issues– Over wide lists– Modified Databases– Customizations– Authentication Providers

• Recommendations– Complete survey first– Test server side customizations– Verify in multiple upgrade modes– Preview environments– Similar hardware– Use subset of real data– Don’t ignore warnings

• Test Your Upgrade Process - Visio Diagram

Upgrade PlanningUpgrade Testing / Customizations Testing

Will it work after Upgrade?

Upgrade PlanningUpgrade Testing / Customizations Testing

Structural Compatibility

User Interface and (x)HTML Compatibility

OM/Contract Compatibility

Custom Site Definitions

Custom Features

Custom CSS

Custom JavaScript

Custom Web Parts

CustomSearch

Provider or Security Trimmer

Custom Authentication

Providers

Custom Services

Modified OOB Site

Definitions

Modified Databases

Modified OOB Features

• Delete Stale Sites and Webs (Backup)• Remove Extraneous Document Versions• Review Quotas and Locks• Cleanup Templates, Features & Web Parts• Repair Data Issues• Verify Healthy Environment

Upgrade PlanningEnvironment Cleanup

• Virtualization• Image / Snapshot base OS• Storage• Service Accounts• Service Applications• Use Wizards

Upgrade PlanningHardware Build-out

• Solutions• Features• Site Definitions• web.config modifications• Custom Files / Images• IFilters

• What did your preupgradecheck say?

• Use Upgrade Worksheet– http://go.microsoft.com/fwlink/?LinkId=179928

Upgrade PlanningCustomizations Deployment

• In-place– Take virtual snapshot (SP & SQL)– Backup customizations– Backup web.config

• Attach DB– Keep database .bak files

• Keep backups close and up to date

Upgrade PlanningBackups Before Upgrade

Upgrade PlanningOperations Scheduling

Schedule Operation

Friday 2200hrs Start backups

Saturday 0000hrs Start upgrade of content farm/databases

Sunday 1200hrs

Upgrade must be effectively complete, or rollback of environment must begin

Monday 0600hrs

Environment must be completely working, either as original version or new version

Microsoft Benchmark 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.

• Rollback OR Restore– DNS / Load Balancer– SQL Restore– Virtual Snapshot Restore

• Point of no return– How long does it take to implement?

• Test, Test and Re-Test procedures• Prepare communication

Upgrade PlanningRollback / Restore Plan

• Find and Fix Issues– Missing Templates / Definitions– Deprecated Templates / Definitions

• SSP Admin Site (OSRV)• Great Plains (STSPKPL)

– Missing Solutions / Features– Deprecated Features

• PortalLayouts

– Missing Assemblies• Office Web Parts (STSPKPL)

Upgrade PlanningPost-Upgrade Activities

• Forms Based Authentication (FBA)– Modify web.config files

• Central Administration• Secure Token Service (STS)• Content Web Application

– Fix user identifiers (In-Place upgrade)

• User Experience– Unghosted pages– Non-reghostable pages– Incompatible HTML

• Content Issues– Large Lists– Wide Lists

• Service Applications– User Profile

• Profile Image Store• Managed Metadata Properties

– Search• Managed Properties• Scopes

Upgrade PlanningPost-Upgrade Activities

• They WILL happen• Who receives support calls?

– Can they solve the problems?– Do they have permissions?– Escalation process

• Proactive vs. Reactive• Turn support calls into opportunities• Center of Excellence• Offer more than support … Training

Upgrade PlanningOngoing Support Calls

UPGRADE CYCLE

• Read upgrade documentationLearn

• Use pre-upgrade checker command on existing environmentsPrepare

• Test upgrade using Beta 2 bits• Try proof of concept with current/upgraded customizationsTest

• Upgrade to O12 SP2 (with October 2009 CU a plus) *• Move to 64 bit hardware, operating system, and SQLImplement

• Find issues in BetaValidate

Upgrade Cycle

• Prerequisites - x64 hardware– SharePoint– SQL

• Common Issues– Customizations– Space

• Upgrade Methods– In-Place– DB Attach

Upgrade CycleLearn

• Everyone– http://sharepoint2010.microsoft.com (General)

• IT Pros– http://mssharepointitpro.com (TechNet)

• Developers– http://mssharepointdeveloper.com (MSDN)

• Webcasts– http://wssv4faq.mindsharp.com/Lists/v4WebCasts

Upgrade CycleLearn

• Reconnect with users– Ask your users how they are using your solutions– Determine dead sites– Remove data clutter– Prioritize items that are fixed in 2010– Re-visit information architecture– Build internal buzz

– Start communication early!!

Upgrade CyclePrepare

• 2007 Environment Inventory– Farm architecture (Servers & Services)

• Services Accounts• Web Applications (AAM / Auth. Providers) & Databases

– Customizations• Solutions• Features• Manual web.config modifications• Manual file changes (DocIcon.xml, icpdf.gif)• 3rd Party Solutions Vendors migration strategy

– Shared Services Provider• Profile Import Connections

– IIS• Manual Bindings (SSL / Host Headers / IP Bindings)

• Upgrade Strategy– Upgrade order

• SharePoint (different roles)• SQL

– Upgrade Operations– Downtime SLA limits– Rollback Plan

• Hardware Upgrades / Disk Space– ALL hardware must be x64– SharePoint Servers

• Windows Server 2008 SP2 + KB 971831• Windows Server 2008 R2 + KB 976462

– SQL Servers• No Windows Internal Database• SQL Express (10GB Limit)• SQL Standard / Enterprise• SQL 2005 SP3 + KB 967909 (CU 3)• SQL 2008 SP1 + KB 970315 (CU 2)

• Environment Cleaning Details– Delete Stale Sites and Webs (Backup)

• stsadm -o DeleteSite [-force] [-gradualdelete]• stsadm -o DeleteWeb [-force]

– Remove Extraneous Document Versions• Mostly user driven, PowerShell operations help

– Review Quotas and Locks• Sync Quota Settings: http://

stsadm.blogspot.com/2009/02/synchronizing-quota-settings-via-stsadm.html

– Cleanup Templates, Features & Web Parts• Mostly user driven, PowerShell operations help

– Repair Data Issues• stsadm -o DatabaseRepair [-deletecorruption]• stsadm -o ForceDeleteList• stsadm -o VariationsFixupTool

– Verify Healthy Environment• SharePoint Administration Toolkit – SharePoint Diagnostics Tools (x86 | x64)

• Build POC Farm– Show users new functionality– Use similar hardware / software

• Use Real Data– Provide internal benchmarks– Test different upgrade strategies

• Upgrade in sections for focused testing– Branding– Customizations– Downtime

• Attempt different Methods– Troubleshooting / Validation– Better estimate downtime– Document repeatable process

• Don’t forget to test your rollback plan

Upgrade CycleTest

• Prep 2007 Environment– stsadm -o preupgradecheck [-localonly]

• Build / Upgrade Farm– Determine new architecture

• Service Applications• Service Accounts

• Deploy Customizations (solutions)

• Monitor Upgrade– Benchmark YOUR environment

Upgrade CycleImplement

• Validate New Functionality

• Upgrade Failures– Most upgrade issues are due to customizations– Prepare for failures to prevent them

• Data Integrity– Orphans / DB issues– Missing data

• User Experience– Ghosting– Branding– Browser Support

Upgrade CycleValidate

• Sean Livingston’s SPC09 presentations…• SPC09 Beta book• Microsoft TechNet – SharePoint Products• Visio Diagrams

– Upgrade Planning– Upgrade Approaches– Test Your Upgrade Process– Services Upgrade– Upgrading Parent and Child Farms

• http://mssharepointitpro.com• http://mssharepointdeveloper.com• http://sharepoint.microsoft.com

References

A key element to your success.

Migrating to SharePoint 2010 Brian Caauwe Senior Consultant - MCTS May 19, 2010.

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