Upgrading to SharePoint 2010

Don PistulkaMicrosoft Technical SpecialistCDW

Don Pistulka

Microsoft Technical Specialist, CDW SharePoint Migrations LeadMember of Microsoft's Upgrade IT Kitchen for 2010

Contact/Follow Me@DonPistulkaDon.pistulka@cdw.comDonpistulka.spaces.live.com

AgendaOverview of What’s New/ChangedUpgrade MethodologyGet Prepared TodayRequirements for Upgrade to 2010Supported Upgrade MethodsUnsupported Upgrade MethodsVisual UpgradePre-Upgrade Checker3rd Party Tools – When to us them

2010 Upgrade OverviewNew and Improved

Upgrade Status ReportingImproved – Upgrade status page New – Upgrade status historyNew – Command line progress indication

Upgrade LoggingNew – One upgrade log per sessionsNew – Upgrade errors only logNew – Fixed upgrade log schema

Read-only DB SupportFarm Insight

Pre-Upgrade Checkerstsadm –o EnumAllWebs (Now includes the features that are installed in a Web)SPDiag V2

Customizations gatheringstsadm –o ExportIPFSAdminObjects

What’s New for UpgradeParallel UpgradesVisual UpgradeV2V and B2B SupportPre-Upgrade CheckerResume-able Upgrade

STSADM (SP2)stsadm -o enumallwebs (Shows orphaned sites)stsadm -o enumallwebs -databasename sharepoint_site_content_dbstsadm -o variationsfixuptoolstsadm –o deletesite (With force allows you to delete orphaned sites)Test-SPContentDatabase

Learn

Prepare

Test

Implement

Validate

Upgrade Methodology

Read upgrade documentation – Resources

Beta bits are out – Test lab

Upgrade to 2007 SP2 October CUMeet Requirements

Find issues in test labs and beta

Run Pre Upgrade Checker

Preparing for 2010 TodayPrepare Your Environment

Clean up unused sites (Archive or delete)Limit Databases to 100GB’s Move sites/ site collections Optimize large lists and viewsRemove unused features/add missing features

Test, Test, TestMake a virtual copy of your environment in Hyper VRun pre-upgrade checkerUse Visual Upgrade (More on this later)Mock upgrade – Beta now Available Do it again

Get Hardware in Place as NeededUnderstand SharePoint 2010 requirements

Requirements for 2010

64 Bit Hardware and SoftwareWindows Server 2008 and R2 64 bitSQL 2005 or 2008 64 bit8GB RAM Minimum for WFE’s

IE7, IE8, Safari and FireFox 3x – No support for IE6Software Prerequisites

Software PrerequisitesMicrosoft SQL Server 2008 SP1 (http://go.microsoft.com/fwlink/?LinkId=166490)

Microsoft SQL Server 2005 SP3 (http://go.microsoft.com/fwlink/?LinkId=166496)

Microsoft Windows Server 2008 Standard SP2 (http://go.microsoft.com/fwlink/?LinkId=166500)

Microsoft .NET Framework 3.5 Service Pack 1 (http://go.microsoft.com/fwlink/?LinkId=131037)

Microsoft SQL Server 2008 Express Edition Service Pack 1 (http://go.microsoft.com/fwlink/?LinkId=166503)

Microsoft "Geneva" Framework (http://go.microsoft.com/fwlink/?LinkID=165752)

Microsoft Sync Framework v1.0 (http://go.microsoft.com/fwlink/?LinkID=141237&clcid=0x409)

Microsoft Filter Pack 2.0 (http://go.microsoft.com/fwlink/?LinkId=166504)

Microsoft Chart Controls for Microsoft .NET Framework 3.5 (http://go.microsoft.com/fwlink/?LinkID=141512)

Windows PowerShell 2.0 CTP3 (http://go.microsoft.com/fwlink/?LinkId=165758)

Microsoft SQL Server 2008 Native Client (http://go.microsoft.com/fwlink/?LinkId=166505)

Microsoft SQL Server 2008 Analysis Services ADOMD.NET (http://go.microsoft.com/fwlink/?LinkId=130651)

Microsoft Silverlight 3.0 (http://go.microsoft.com/fwlink/?LinkId=166506)

ADO.NET Data Services v1.5 CTP2 (http://go.microsoft.com/fwlink/?LinkId=158354) for Windows Server 2008 SP2

ADO.NET Data Services v1.5 CTP2 (http://go.microsoft.com/fwlink/?LinkId=159780) for Windows Server 2008 R2

Upgrade Methods

Database AttachStill the most commonParallel UpgradesCommand line (STSADM) and PowerShell Cmdlets

In Place UpgradeNeed hardwareOnly preferred for smaller farmsTesting still required

Single Click Install - SQL MigrationWindows Internal Database (WID)

Unsupported Scenarios

Upgrade from earlier than WSS v3 SP2/MOSS 2007 SP2Direct upgrade from WSS v2/SPS 2003 or earlierSide by side installationGradual upgrade

Visual Upgrade

Stay in 2007 UI (default) or move to 2010 UI

UI Preview capabilityFarm admin or site admin controlled

Web level setting and OMSome items not 2007 UI compatible:

My site hostPWA site collectionReport Server web parts

Visual Upgrade

Visual Upgrade

Preview

Apply Visuals

PreUpgradeCheckSTSADM.exe –o preupgradecheck

Makes no changes to environment or dataNot Required

A list of all servers and components in the farm, and whether the servers meet the following requirements for upgrading: 64-bit hardware and the Windows Server 2008 operating system.

The alternate access mapping URLs that are being used in the farm.

A list of all site definitions, site templates, features, and language packs that are installed in the farm.

Whether there are customizations in the farm that are not supported (such as database schema modifications).

Whether there are any database or site orphans in the farm.

Whether there are missing or invalid configuration settings in the farm (such as a missing Web.config file, invalid host names, or invalid service accounts).Missing features or site definitions

Whether the databases meet the requirements for upgrade — for example, databases are set to read/write, and any databases and site collections that are stored in Windows Internal Database are not larger than 4 GB.

No Failures

With Failures

PowerShell CmdletsUpgrade-SPContentDatabase

Content database B2B/V2V upgradeCommon Scenarios:

Initiate/resume content database B2B upgradesResume failed content database V2V upgrades

Upgrade-SPEnterpriseSearchServiceApplication

Search Service Application Instance B2B upgrade

Upgrade-SPSingleSignOnDatabaseO12 SSO data to Secure Store database V2V upgrade

Pre

pare Set Database

to Read Only – Users can still access all content.Backup Database

Move Transfer

Database to New Farm

Up

gra

de Restore

DatabaseAttach Database stsadm -o addcontentdb -url <URL> - databasename <database name>Repeat the restore-and-add-database procedures for remaining databases in parallel

Database Attach Process using STSADM

stsadm -o addcontentdb -url <URL> -databasename <database name>

3rd Party Tools

Quest SoftwareMetalogix

Scenarios for 3rd Party ToolsPOC or Pilot of one site/departmentMove to different templates (Publishing)Re-factor. Move sites to new, smaller databasesLimit the data being migratedMove a site to new site collectionPromote a site to a site collectionDirect Migration from 2003

Resources http://msdn.microsoft.com/en-us/sharepoint/ee514557.aspxRoadmap for Upgrade - http://technet.microsoft.com/en-us/library/ee731988(office.14).aspxUpgrade Search Service - http://technet.microsoft.com/en-us/library/cc263403(office.14).aspxSharePoint Team blog - http://blogs.msdn.com/sharepoint/archive/2009/05/07/announcing-sharepoint-server-2010-preliminary-system-requirements.aspx

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