Practical Guidance for SharePoint 2010 Upgrade
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This document provides comprehensive guidance for upgrading from SharePoint 2007 to SharePoint 2010, highlighting key strategies, methods, and best practices to ensure a smooth transition. It emphasizes the importance of thorough testing, planning, and using PowerShell cmdlets for managing the upgrade process, while also addressing common issues and strategies to mitigate downtime. Recommendations include performing pre-upgrade checks, managing customizations effectively, and preparing server environments for optimized performance.
Practical Guidance for SharePoint 2010 Upgrade
- 1. Practical Guidance for Your SharePoint 2010 Upgrade: It’s Not Just Going from Point A to Point BJoel OlesonSr. Product ArchitectQuest Softwarehttp://www.sharepointjoel.comContributions: Sean Livingston
- 2. SharePoint 2007 vs. 2010: Should I stay or Should I go?!!
- 4. PrerequisitesCommon issues64 bit only
- 6. SQL server
- 8. UI changes
- 10. Forms Authentication ProvidersUpgrade methodsDowntime mitigationIn-Place
- 11. Database Attach
- 12. Content
- 13. Profile
- 14. Project
- 15. WID to SQL Migration
- 20. AAM redirectionUpgrade Cycle: Learn
- 23. Upgrade OverviewDrill Down on Binary Upgrade MethodsWindows PowerShell Upgrade CmdletsApproaches to UpgradeDev - Feature UpgradeVisual UpgradePatch ManagementDowntime Mitigation Processes:Parallel Upgrade PipelinesContent DB Upgrade with AAM RedirectionImprovedUpgrade Status ReportingUpgrade LoggingRead-only DB SupportSimplified Upgrade MethodsRemovedGradual UpgradeSide By Side Installation
- 25. Drill down
- 29. Attaching Database to SP2010 Farm
- 30. Insight on UpgradeBinary UpgradeIn Place (New No Timeout, Continue on failures)Database Attach (New parallel Db upgrade, progress in CA & better logs)Visual UpgradeNot required until next versionSeparate processYou decide when & how!Often delegated
- 31. Binary Upgraded Site: Preview Visuals – Sneak Peak Screenshot
- 33. In-Place UpgradeAll-at-once upgradeMust upgrade the whole farm at one timeCannot intermingle SP 2007 and SP2010 in same farmSchedule downtimeSimplest approach, but *most risky*!No going backResume Upgrade if problems occurRecommendationsRun Test-SPContentDatabase from SP 2010 farm against databasesDo a full farm backup before you start!
- 34. Database Attach UpgradeSafer, Requires more planning (A good thing)Upgrade is done on a separate 2010 farmDone database-by-database Can be used as 2 step gradual visual upgradeUse Test-SPContentDatabase (PowerShellcmdlet) to test database firstTo attachUpgrade-SPContentDatabase (PowerShell)Addcontentdb operation (STSADM)Parallel database upgrades are possible
- 35. Visual UpgradeStay in 2007 (default) or move to 2010 UI2010 ships 2007 Master pages and CSSUI Preview capabilityFarm admin or site admin controlledWeb level settingSome items not 2007 UI compatibleMy site hostPWA site collectionReport Server web parts
- 36. Unsupported Upgrade MethodsUnsupported ScenariosUpgrade from earlier than WSS v3 SP2/MOSS 2007 SP2 (Requires SP2, but Oct CU or later is preferred)Direct upgrade from WSS v2/SPS 2003 or earlierSide by side installationGradual upgradeThird party tools like Quest Software Migration Manager will have support for Upgrade from 2003
- 37. Insights
- 38. 2010 Upgrade PhilosophyWhat were we thinkingDetect issues earlyProvide O12 tools to adminsReport critical issues at start of upgradeKeep the administrator informedNo data lossKeep content and settingsMinimize downtimeDowntime mitigation processesContinue when possibleBe reentrantUpgrade should not be catch 22
- 39. Upgrade PerformanceWhy prediction is difficultDatabase Shape Centric# Site Collections# Webs# Lists# Document VersionsDocument Versions Size# Documents# LinksOverall DB SizeHardware CentricSQL Disk I/O per secondSQL Database to disk layoutSQL Temp DB optimizationsSQL CPU & MemoryWFE CPU & MemoryNetwork Bandwidth & latency
- 40. Common Upgrade Failure Issues & RecoveryDetermine cause of failureStatus Page & Upgrade Logs:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\LogsError logFull upgrade logCustomizations Management Commands:Test-SPContentDatabasestsadm -o EnumAllWebsFix issue(s)Install missing or updated customizationsActivate missing services; farm, web app settingsResume upgradeFarm upgrade commandContent database specific upgrade commandService specific upgrade commands
- 41. Upgrade TestingWhat are you looking for in a test?Upgrade IssuesLong, Wide listsModified databasesCustomizationsAuthentication providersRecommendationsTest server side customizationsVerify in both Upgrade modes including visualConsider read only previewSimilar hardwareUse real datasetsDon’t ignore warnings
- 42. Upgrade InternalsDetailsV2V upgrade DBs set to simple recoveryDB growth during upgrade:Versions and indexes; SQL logsShrink DBs after upgrade; not automaticSQL timeouts:Removed command timeouts (query time)Retained connection timeoutsSetupPath fallback logicObject locking during upgrade:Maintained in config DBAutomatic removal of stale locks (2 minutes)
- 44. Read-Only Content DatabasesReducing perceived downtimeNot 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 lockUpgrade copy of database on different farm
- 45. Windows PowerShell Upgrade CmdletsTest-SPContentDatabaseDiscover and Document issues 2007/2010Upgrade-SPContentDatabaseCommon Scenarios:Initiate/resume content database B2B upgradesResume failed content database V2V upgradesUpgrade-SPEnterpriseSearchServiceApplicationSearch Service Application InstanceUpgrade-SPSingleSignOnDatabaseO12 SSO data to Secure Store database
- 46. 1. In Place - Binary Approach to UpgradeCaution: Not recommended for most deployments…
- 47. 2. DB Attach- Binary Approach to Upgrade Recommended for most deployments…
- 48. Binary Approaches to Upgrade - Hybrid
- 49. Downtime Mitigation ProcessesRead-only databasesParallel upgrade farmsSingle farm, multiple upgrade sessionsContent database attach with AAM redirection
- 50. SSP to Service AppEach SSP upgrades into:A Search service appA User Profiles service appAn Excel service appAn App Registry back-compat service appNew Services can be activated/added
- 51. Visual Upgrade CapabilityStay in O12 UI (default) or move to O14 UIO14 ships O12 Master pages and CSSUI Preview capabilityFarm admin or site admin controlledWeb level setting and OMSome items not O12 UI compatible:My site hostPWA site collectionReport Server web parts
- 52. Visual Upgrade CautionNo Visual backward compatible UI for My SitesDatabase Attach into My Site HostIn place upgrade your My Site HostOther Services UI may be impactedProject Web Access site collectionReporting Server web parts
- 53. DepreciationPerformance 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 CA lists Document Discussions is deprecated. Not very common.Deprecated TemplatesSSP Admin SiteGreat Plains (STSPKPL (Plus Pack)References: Deprecation of Features in SharePoint 2010
- 54. 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- Sean Livingston, Upgrade PM
- 55. Dev - Feature Upgrade CapabilityOptional CapabilityDeclarative Feature Upgrade Activities:ApplyElementManifestsAddContentTypeFieldMapFileCustom Code Feature UpgradeCustomUpgradeAction ActivitySPFeatureReceiver.FeatureUpgradingAssembly in GAC
- 56. Upgrade PlanningHow to manage a complex process – PMs Matter A LOT!Customer CommunicationsFarm/Customizations SurveysUpgrade/Customizations TestingEnvironment CleanupHardware Build-outCustomizations DeploymentBackups Before UpgradeOperations SchedulingRollback/Restore PlanPost-Upgrade ActivitiesOngoing Support Calls
- 57. What can I do today to prepare?Test!!!Work towards 64-bit server environmentsUpgrade to Service Pack 2 (SP2)Review and identify your customisationsCleanup as much as possibleVerify custom solutions work and deploy in 2010Optimise your large listsOptimise your content databasesRun PreUpgradeCheck that’s part of SP2
- 58. Announcing FREE!Quest Reports For SharePoint
- 60. Quest Solutions for SharePoint Site Administrator for SharePoint Understand, manage and secure your SharePoint environmentQuest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and controlQuest Web Parts Enable rapid development of SharePoint applicationsRecovery Manager for SharePointGranular SharePoint recovery for enterprise-level needsMigration Manager for SharePoint SharePoint to SharePoint migrationFile Migrator for SharePoint File shares to SharePoint migrationPublic Folder Migrator for SharePointExchange Public Folders to SharePoint migrationNotes Migrator for SharePointNotes application content to SharePoint migration
- 61. Technology ResponsibilitiesToughest ChallengesUser Provisioning/de-provisioningDelegation of Admin RightsCompliance ReportingDisaster RecoveryTechnology Used / Deployed 99% MS Server OS
- 63. 55% - MOM
- 64. 27% - HP OpenView
- 65. 21% - IBM Tivoli
- 68. Thank You!
- 69. Q&A
- 70. Additional ResourcesSlides:Preparing for Upgrade to SharePoint 2010 TodayArticle:Preparing for SharePoint 2010 Upgrade Today Upgrade Resources: http://www.SharePointJoel.com!SharePoint 2010 Upgrade Resource CentersUpgrade and migration resource center for SharePoint Foundation 2010 - TechNet Upgrade and migration resource center for SharePoint Server 2010 – TechNet SharePoint 2010 Upgrade Resource Center – MSDN SharePointUpgrade.com - Community driven wiki based SharePoint 2010 Upgrade resources