SharePoint 2016 Upgrade Planning
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This document provides an overview of new features in SharePoint 2016 and guidance for deploying and upgrading to SharePoint 2016. It discusses the new MinRole architecture, requirements for hybrid deployments, and the overall upgrade process from planning to post-upgrade testing. Key points include that MinRole optimizes farms for scale by defining server roles, Distributed Cache requires 3 servers for high availability, and upgrades require testing custom solutions for compatibility with SharePoint 2016.
SharePoint 2016 Upgrade Planning
- 2. Introduction • Chandima Kulathilake > aka Chan • Over 16 years in IT/SharePoint space in planning, architecture, deployment and operational models • Lead Consultant @ Theta > www.theta.co.nz • Co-founder of NZ SharePoint user groups community way back in 2006 Wellington SharePoint User Group – Class of 2006
- 3. Agenda • What’s ‘New’ for SharePoint 2016 on premises • Deployment Architecture • Upgrade Planning • Hybrid Options • Q & A
- 4. The Road to 2016 SharePoint 2007 BPOS SharePoint 2010 Office365 SharePoint 2013 Office365
- 5. What’s new – from a user’s point of view • App Launcher – Common across both on premises and cloud • OneDrive Updates – users go to SharePoint online • Sites you follow – Accessed via ‘Sites’ tab in App Launcher • Keyboard shortcuts to do common tasks (ex: Alt + N = New Document) • Site creation – Is now faster than compared to 2013 • Open Document Format (ODF) support • Increased File Size for uploads – 2GB is now 10GB (but really..?) See more @ http://bit.ly/2933Tio
- 6. What’s new • Compliance Centre – great for Information management • Mobile Collaboration Experience across any device • Durable Links – requires Office Online Server (aka Office Web Apps) • My Sites are now under a new brand "OneDrive for Business" See more @ http://bit.ly/2933Tio
- 8. What’s new – but ‘dead’ • No more SharePoint Foundation • No more SharePoint Destroyer (I mean Designer) • Workflows will ‘still’ work in 2010/2013 mode • Workflow Manager farm • No InfoPath but things will still (kind of) work • No ForeFront Identity Manager client (FIM) • *new* Microsoft Identity Manager 2016 • No Excel Services in SharePoint • Now its part of Office Online Server Image from : http://www.jussiroine.com/
- 9. What’s new – Architect/Admin/Dev/Other • Ability to create SharePoint farms based on pre-defined server roles • MinRole – oooooh.... • Each role maps to pre-defined services • Roles together include all services in a SharePoint farm • Option to build a single-server farm still exists • Zero downtime patching (Not as easy as you’d expect)
- 10. What is ‘MinRole’? • Server roles to architect for scale – enter ‘MinRole’ Role Description Front end For serving user requests – Low latency Application Service applications, services, and components that serve backend requests (such as background jobs or search crawl requests) belong on Application servers. These servers are optimized for high throughput Distributed Cache Best isolated to own server(s) – however there are caveats Search Based on requirements and recommended to be separated Custom For mix and match – BUT you really don’t want to Single-Server Farm Only meant for development requirements, not recommended for Production
- 11. Why would you use MinRole? • No need to ‘tweak’ the services per server • All deployments follow the same rules & models • Self diagnosing • Based on Office 365 deployment learnings • Scalability – just add n servers to y roles
- 12. MinRole • What you’ll get
- 13. Front end group Application group Distributed cache group Search group Scale by adding more instancesThe ‘supported’ starting point for ‘MinRole’ WARNING! To achieve ‘zero’ downtime patching you need to have redundancy (ie – multiples of these at each group) Read more: http://bit.ly/296169H
- 14. Requirements dictate your deployment Requirement Servers MinRole 4 High availability 5 Provider hosted apps (add in model) 2 Workflow Manager farm 3 Office Online Server (OOS) 2 Data layer 2 Grand total 17 Web App Cache Search Workflow OOS Apps Data Web OOS Apps App Cache Cache Search Workflow Workflow Data
- 15. MinRole? Yeah, Nah. Single is where it’s at…
- 16. Challenges with MinRole • Optimized for larger farms • +10 servers sounds like overkill • Few bugs with role conversion • Distributed Cache is the problematic one • Cannot combine roles on same server • Custom ‘custom’ roles are not supportedYes – you can have • Front end • Custom type mix • BUT Single-Server Farm role cannot co-exist with MinRole roles • It is not ‘generally’ recommended • Learn more @ http://bit.ly/1IXQDVG
- 17. What is MinRole good for? • Best suited as a starting point • Gives the flexibility to change down the track • It is not a ‘Thing’ you see rather a logical segregation of services on server instances • Read the FAQ – Understand your scenario before implementing • Capacity guidance updated for SharePoint 2016: http://bit.ly/sp16limits
- 18. Distributed Cache • Dedicated vs. Collocated • Microsoft recommendation for SP2013 on TechNet: • Distributed Cache is enabled (by default) only on ‘SingleServerFarmRole’ and ‘Cache’ roles • Licensing implications? – yes... • How many Distributed Cache hosts? • You really need three – Yes 3! Read more @ - http://bit.ly/29dmVDz
- 19. Why is it important • Login Token Cache • Activity Feed Cache • Activity Last Modified Time Cache • OneNote Throttling / “Bouncer Cache” • Access Cache • Search Query Web Part • Security Trimming Cache • App Access Token Cache • View State Cache • Default Cache Read more @ - http://bit.ly/29dmVDz
- 20. Why is this complicated? • Holds data ‘in memory’ • Have to configure it via PowerShell after initial deployment to assign correct RAM percentage • Most troublesome and corruption prone In SharePoint 2013, the Distributed Cache size is set to half of ten percent of the total RAM on the server. This means that on a server with 8Gb RAM, the Cache Size (the allocation for data storage) is 410Mb. Another 410Mb is used for the overhead of running the Cache. www.harbar.net Read more @ - http://bit.ly/29dmVDz
- 21. Ideal topology • It depends… • On what your organization wants to achieve • Be careful of guidance with regards to “Best Practice Topology” • There are no “web servers” and “application servers” • Server roles breakdown what services run on each role • Front end • Application • Distributed cache • Search • Workflow • Office Online Server • ‘Custom’ – use at your own risk • Single server – for development & proof of concepts
- 22. Key Points: If you follow a MinRole deployment • You will need 4 server roles (as a starting point) • Front end • Application • Distributed cache • Search • With availability factored in • Front end x 2 • Application x 2 • Distributed cache x 3 (called a quorum) • Search x 2
- 23. Can I change later? • Yes 2 options • Via PowerShell Set-SPServer –Role { FrontEnd | Application | SingleServer | SingleServerFarm | DistributedCache | Search | Custom } • Via Central Admin
- 24. Going from SP2013 to SP2016 • Let’s Upgrade!
- 25. Overall Process Plan & Audit Build & Test Run Tests (Pre-Upgrade) Upgrade TestCommitDecommission
- 26. Plan and Audit • Know what you know well, also know what you don’t know
- 27. Plan & Audit • Your overall plan for the upgrade • Minimum requirements to go to SharePoint 2016 • SP2013 with Service Pack 1 on your existing 2013 farm • Business application priority • Audit existing 2013 sites and applications • Must be on SP 2013 SP1 Mode • Site compatibility must be ‘15’ if upgraded from SP2010 to 2013 Get-SPSite -Limit All | ? { $_.CompatibilityLevel -eq 14 } Get-SPSite -ContentDatabase <database name> -Limit All | ? { $_.CompatibilityLevel -eq 14 }
- 28. Tools of the trade • SPDocKit – Document and Compare farms – www.spdockit.com • https://www.spdockit.com/blog/spdockits-emergency-kit-sharepoint-2016- upgrade-process/ <- Money well spent! • http://featureadmin.codeplex.com/ - Get rid of broken ‘features’ very handy for cleaning up upgrade blockers • PowerShell plus manual tinkering – is a bit painful
- 29. Post Audit Tasks • Server Administrators – prepare servers and plan SP2016 deployment architecture • Developers – Re-evaluate custom code solutions and files for SP2016 compatibility • Project Managers – Review upgrade project plans and estimates – user training etc, change management, comms • Identify business priorities early • Don’t try a ‘Big Bang’ approach • Gradual or parallel always works best
- 30. Build your 2016 platform • Requires a ‘re-think’ of your Architecture • Infrastructure requirements • Service model and servers • Workload capacity planning • Availability and redundancy
- 31. Key considerations • Hardware • You will need more server resources • Memory – 12-16GB • CPU – 4cores or more • Disk – As per deployment profile based on services and capacity planning • Software • Application Servers • Base OS Windows Server 2012 R2 • .NET Framework 4.5.2 (min) • Data - Consider going with SQL Server 2016 • *2014 is recommended – will not work with 2008
- 32. Upgrade vs Migrate • Upgrade your platform • SP2010 > 2013 > 2016 • Migrate your content • Move existing content to a new SharePoint 2016 platform • Use a third party tool or use content database attach • Custom Solutions must be rebuilt to ensure compatibility • The ‘Add-in’ model (Provider Hosted Apps) • Vesa ‘Vesku’ Juvonen - https://blogs.msdn.microsoft.com/vesku/2015/12/08/architecture-models-for- sharepoint-provider-hosted-add-ins-in-on-premises/ • Office Dev PnP - https://aka.ms/OfficeDevPnP
- 33. Migrate content • Chance to re-organize • Classify • Archive • Retain
- 34. Bring your Databases 1. Place Content Databases into ‘Read Only’ mode 2. Backup Content and Service Application Databases 3. Restore Content and Service Application Databases 4. Take Restored Databases out of ‘Read Only’ Mode 5. PowerShell > Test-SPContentDatabase –Name SP_Content – WebApplication http://upgrade.sp.com 6. Fix all errors, missing customizations, orphans, etc. 7. PowerShell > Mount-SPContentDatabase –Name SP_Content – WebApplication http://upgrade.sp.com 8. PowerShell > Upgrade-SPContentDatabase to resume failed upgrades 9. Test and Validate > Workflows, forms, solutions, apps 10. Repeat
- 35. Hybrid, Hybrid, Hybrid > http://hybrid.office.com/downloads.html
- 36. Before you do Hybrid • Azure Active Directory Synchronization • Identity is key! • For password syncs etc. must be setup • https://azure.microsoft.com/en-us/documentation/articles/active-directory- aadconnect/ • Service applications must be setup correctly on-premises
- 37. Hybrid deployments • Provides a practical starting points • On Premises and Cloud based team sites • Cloud based Search application • Search on premises content and SharePoint online content and a single view result set • https://blogs.msdn.microsoft.com/spses/2015/09/15/cloud-hybrid-search-service- application/ http://hybrid.office.com/downloads.html
- 38. SharePoint online vs On Premises • No Next-gen portals like the Video Portal • No About Me experience – Delve and Office Graph • These can still be integrated if you go Hybrid….
- 39. Build numbers Name Build Number SharePoint 2016 IT Preview 16.0.4107.1002 SharePoint 2016 Beta 2 16.0.4306.1002 SharePoint 2016 Release Candidate (Jan.2016) 16.0.4327.1000 SharePoint 2016 RC updated 16.0.4336.1000 SharePoint 2016 RTM 16.0.4351.1000 April CU 2016 16.0.4366.1000 May CU 2016 16.0.4378.1000
- 45. Resource Links • SharePoint Glossary > http://www.rharbridge.com/?page_id=60 • Developers • SharePoint Framework - https://docs.com/OfficeDevPnP/9609/pnp-web-cast- preparing-for-sharepoint-framework • https://blogs.msdn.microsoft.com/vesku/ • Architects/IT Pros/Admins • Capacity Planning: http://bit.ly/sp16limits • MinRole : http://cbt.gg/1T3JNXw
- 46. Thanks • Questions • Chandima.kulathilake@theta.co.nz • Twitter @chandimak Image from : www.runwellington.com