Date post: | 09-May-2015 |
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Technology |
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(OFS302) Upgrading to SharePoint 2010
Muhanad OmarSharePoint ConsultantDevosis
Joel OlesonSharePoint ArchitectQuest Softwarehttp://sharepointjoel.com
9+ Year SharePoint Veteran
5 Years in MS IT & Online2 Years in SharePoint Product TeamProduct Architect for Deployment Advisor
Sr. SharePoint ArchitectSharePoint Product Architect & Strategy @ Quest
Who is SharePoint Joel?
Meet Mo!
Upgrade Cycle: OverviewLearn• Requirements/
prerequisites• Upgrade methods• Downtime mitigation• Common issues
Prepare• Document environment• Manage customizations• Plan upgrade strategy• Make items upgradable
Test• Build test farms
• Use real data• Evaluate techniques• Find issues early
Implement• Build/upgrade farms• Deploy customizations• Minimize downtime• Monitor progress
Validate• Upgrade event failures• UI/UX issues• Data issues
• 64 bit only• Operating System• SQL server
• In-Place• Database Attach• Content• Profile• Project
• WID to SQL Migration
• Missing dependencies• UI changes• Lack of space• Forms Authentication
Providers
• Read-only content databases• Parallel upgrades:
• Multiple temporary farms• Parallel database attach
• AAM redirection
Upgrade Cycle: Learn
Prerequisites
Upgrade methods
Common issues
Downtime mitigation
Upgrade Cycle: Prepare
Plan upgrade strategy
Farm upgrade order
Order of operations
Downtime limits/mitigate
Rollback process
Hardware upgrades
Space requirements
Spring cleaning
Document environment
Farm structure/hierarchy
Language packs
Customizations
Manage Customizations
Identify customizations
Collect customizations
Make items upgradable
Solutions
Features
Site definitions
Web parts
Upgrade Cycle: Test
Build Test Farms• Use real data (copies of entire databases):
• To identify trouble areas• To determine upgrade performance
• Use similar hardware if possible
Evaluate Techniques• Upgrade process• Downtime mitigation• Troubleshooting/Validation• Determine and test mitigations before upgrade
Find Issues Early
Upgrade Cycle: Implement
Build/upgrade farms• Services farm• Content farm
Minimize downtime• Use read only with fallback
environment• Build for upgrade parallelism
Deploy customizations• Use Solutions
whenever possible
Monitor progress• Watch upgrade status indicators• Ensure upgrade process
is on schedule
Upgrade Cycle: Validate
Upgrade event failures
Review logs to identify issue
Implement fixes
Restart/resume upgrade
Data issues
Orphaned items/database
corruption
Hidden column data
Connectivity issues to data sources
UI/UX issues
Ghosting issues
UI Version issues
XHTML compliance issues
Learning from PreUpgradeCheck
SharePoint PreUpgradeCheck Report
Information & Configuration
• Content Sources & Start addresses
• Farm & Search Topology
• Servers• Upgrade Types• AAMs, Large Lists &
Libraries
ImportantIssues and Dependencies
• Site Definition (referenced & missing)
• Installed Language Pack• Features (referenced &
missing)• Custom List Views &
Custom Field Types, Web.Config entries
PreUpgradeCheck Failed Report (snippets)
Upgrade Overview
Drill Down on Binary Upgrade Methods
Windows PowerShell Upgrade CmdletsApproaches to Upgrade
Dev - Feature UpgradeVisual UpgradePatch ManagementDowntime Mitigation Processes:
Parallel Upgrade PipelinesContent DB Upgrade with AAM Redirection
ImprovedUpgrade Status ReportingUpgrade LoggingRead-only DB SupportSimplified Upgrade Methods
RemovedGradual UpgradeSide By Side Installation
64 bit SQL Server 2008
Why Upgrade?Engine optimizationsFILESTREAM 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
Insight on Upgrade
Binary UpgradeIn Place - New Timeout, Resume on failuresDatabase Attach - New Parallel, Progress Indicator
Visual UpgradeSeparate processDelegation by default
Binary Upgrade
Visual Upgrade
Test-SPContentDatabase
Attaching Database to SP2010 Farm
Binary Upgraded Site: Preview Visuals – Sneak Peak Screenshot
DB Attach with SharePoint 2010 Powershell
demo
Drill Down on Upgrade Methods
2010 MS Upgrade PhilosophyYou need to understand what MS was thinking
Detect issues earlyProvide O12 tools to adminsReport critical issues at start of upgrade
Keep the administrator informedNo data loss
Keep content and settingsMinimize downtime
Downtime mitigation processesContinue when at all possibleAbility to resume
Upgrade should not be catch 22
In-Place UpgradeAll-at-once upgrade
Must upgrade the whole farm at one timeNo SP 2007 and SP2010 in same farmSchedule downtime
Simplest approach, but *most risky*!No going back
Resume Upgrade if problems occurRecommendations
Run Test-SPContentDatabase from SP 2010 farm against databasesDo a full farm backup before you start!
Database Attach UpgradeSafer, 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 (PowerShell cmdlet) to test database firstTo attach
Upgrade-SPContentDatabase (PowerShell)Addcontentdb operation (STSADM)
Parallel database upgrades are possible
Visual Upgrade
Stay in 2007 (default) or move to 2010 UI2010 ships 2007 Master pages and CSSUI Preview capability
Farm admin or site admin controlledWeb level setting
Some items not 2007 UI compatibleMy site hostPWA site collectionReport Server web parts
UI Upgrade
Migrating to SharePoint 2010:All content will migrate overNo changes required to site content or branding
SharePoint 2007 / 3.0 style UI is retainedExisting master pages & page layouts are used
Manually migrate to SharePoint 2010 UIRibbon, Improved Site Settings, AJAXVisual Upgrade
Tactical Insights
Customizations TestingWill it work after upgrade?
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 Authenticatio
n Providers
Custom Services
Modified OOB Site
Definitions
Modified Databases
Modified OOB Features
Upgrade TestingWhat are you looking for in a test?
Upgrade IssuesDisk Full!!!Modified databasesCustomizationsAuthentication providersPoor dev practices
RecommendationsTest server side customizations & verify in both Visual Upgrade modesConsider preview environmentsSimilar hardware, Use real datasetsDon’t ignore warnings
Upgrade PerformanceWhy prediction is difficult
Database Shape Centric# Site Collections# Webs# Lists# Document VersionsDocument Versions Size# Documents# LinksOverall DB Size
Hardware CentricSQL Disk I/O per secondSQL Database to disk layoutSQL Temp DB optimizationsSQL CPU & MemoryWFE CPU & MemoryNetwork Bandwidth & latency
Common Upgrade Failure Issues & Recovery1. Determine cause of failure
Status Page & Upgrade Logs:Error logFull upgrade log
Customizations Management Commands:Test-SPContentDatabasestsadm -o EnumAllWebs
2. Fix issue(s)Install missing or updated customizationsActivate missing services; farm, web app settings
3. Resume upgradeFarm upgrade commandContent database specific upgrade commandService specific upgrade commands
Upgrade InternalsMinutia and Nuances
V2V upgrade DBs set to simple recoveryDB growth during upgrade:
Versions and indexes; SQL logsShrink DBs after upgrade; not automatic
SQL timeouts:Removed command timeouts (query time)Retained connection timeouts
SetupPath fallback logicObject locking during upgrade:
Maintained in config DBAutomatic removal of stale locks (2 minutes)
Upgrade Strategies
Read-Only Content DatabasesReducing perceived downtime
Not just for upgrade or patchingManually initiated processRead-only locking:
Content remains staticSQL controls read-only lock statusSharePoint promotes SQL lock to site lockUI Trimming enforced by site lock
Upgrade copy of database on different farm
Windows PowerShell Upgrade CmdletsTest-SPContentDatabase
Discover and Document issues 2007/2010Mount-SPContentDatabase
Initiate Content database B2B/V2V upgradeUpgrade-SPContentDatabase
Resume Content database B2B/V2V upgradeUpgrade-SPEnterpriseSearchServiceApplication
Search Service Application InstanceUpgrade-SPSingleSignOnDatabase
O12 SSO data to Secure Store database
1. In Place - Binary Approach to Upgrade
PreUpgradeCheck
on SP2007
farm
Test In Place
Upgrade on 2nd Farm
Fix issues
Mount and
Resume Dbs w/
Powershell
Fix Upgrade
Errors
Visual Upgrade
Caution: Not recommended for most deployments…
2. DB Attach - Binary Approach to Upgrade
PreUpgradeCheck
on SP2007
farm
Fix issues Upgrade Services
Test-SPContentDatabas
es
Add solutions
/Fix issues
Database Attach
Content Database
s
Visual Upgrade
Recommended for most deployments…
Binary Approaches to Upgrade - Hybrid
Make a copy of
the farm
Detach all the
content databases
except root site
Upgrade Binaries
and Services with In Place
upgrade
Test-SPContentDatabases
Database Attach
Content Databases in Parallel
Visual Upgrade
Downtime Mitigation Processes
Read-only databasesParallel upgrade farmsSingle farm, multiple upgrade sessionsContent database attach with AAM redirection
SSP to Service App
Each SSP upgrades into:A Search service appA User Profiles service appAn Excel service appAn App Registry back-compat service app
New Services can be activated/added
Visual Upgrade Capability
Stay in O12 UI (default) or move to O14 UIO14 ships O12 Master pages and CSSUI Preview capability
Farm admin or site admin controlledWeb level setting and OM
Some items not O12 UI compatible:My site hostPWA site collectionReport Server web parts
Visual Upgrade Caution
No Visual backward compatible UI for My SitesDatabase Attach into My Site HostIn place upgrade your My Site Host
Other Services UI may be impactedProject Web Access site collectionReporting Server web parts
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 SiteGreat Plains (STSPKPL (Plus Pack)
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
Dev - Feature Upgrade CapabilityOptional CapabilityVersion Ranging for B2B or V2V UpgradesDeclarative Feature Upgrade Activities:
ApplyElementManifestsAddContentTypeFieldMapFile
Custom Code Feature UpgradeCustomUpgradeAction ActivitySPFeatureReceiver.FeatureUpgradingAssembly in GAC
What can I do today to prepare?
Work towards 64-bit server environmentsUpgrade to Service Pack 2 (SP2)Review and identify your customizationsCleanup as much as possibleVerify custom solutions work and deploy in 2010Optimize your large listsOptimize your content databasesRun PreUpgradeCheck that’s part of SP2
ISV Upgrade/Migration Solutions
Quest Tech Preview of Migration Manager2003 to 2010 with post Migration SyncPremigration assessment for duration
Freeware: Check out the Free Quest Reporting Solution http://www.quest.com/reportsforsharepointYou can also find Solutions from: Metalogix, Tsunami & AvePoint
Quest Solutions for SharePoint Site Administrator for SharePoint Understand, manage and secure your SharePoint environment
Migration Manager for SharePoint SharePoint to SharePoint migration
File Migrator for SharePoint File shares to SharePoint migration
Recovery Manager for SharePointGranular SharePoint recovery for enterprise-level needs
Quest Web Parts Enable rapid development of SharePoint applications
Public Folder Migrator for SharePointExchange Public Folders to SharePoint migrationNotes Migrator for SharePointNotes application content to SharePoint migration
Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control
Thank You!
Learn More about SharePoint 2010
Information forIT Pros
at TechNethttp://MSSharePointITPro.com
Information forDevelopers
at MSDNhttp://MSSharePointDeveloper.com
Information forEveryone
http://SharePoint.Microsoft.com
question & answer
www.microsoft.com/teched
Sessions On-Demand & Community
http://microsoft.com/technet
Resources for IT Professionals
http://microsoft.com/msdn
Resources for Developers
www.microsoft.com/learning
Microsoft Certification & Training Resources
Resources
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