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SharePoint 2010 Upgrade PowerPoint PPT Presentation


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SharePoint 2010 Upgrade. Martin Y. Leveille Sharepoint Deployment Technical Lead RJB Technical Consulting, Inc . [email protected] twitter : @ martinyleveille www.rjbtech.com. Upgrade Overview. Preparing For Upgrade What you can do to get ready. Learn. Prerequisites.

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SharePoint 2010 Upgrade

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SharePoint 2010 Upgrade

Martin Y. Leveille

Sharepoint Deployment Technical Lead

RJB Technical Consulting, Inc.

[email protected]

twitter: @martinyleveille

www.rjbtech.com


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Upgrade Overview


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Preparing For UpgradeWhat you can do to get ready


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Learn


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Prerequisites

Common issues

  • 64 bit only

  • Operating System

  • SQL server

  • Missing dependencies

  • UI changes

  • Lack of space

  • Forms Authentication Providers

Upgrade methods

Downtime mitigation

  • In-Place

  • Database Attach

  • Content

  • Profile

  • Project

  • Read-only content databases

  • Parallel upgrades:

  • Multiple temporary farms

  • Parallel database attach

  • AAM redirection


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New

  • Upgrade Preparation Tools

  • Windows PowerShell Upgrade Cmdlets

  • Feature Upgrade

  • Visual Upgrade

  • Downtime Mitigation Processes:

    • Parallel Upgrade Pipelines

    • Content DB Upgrade with AAM Redirection

Changed

  • Upgrade Methods

  • Improved

  • Upgrade Status Reporting

  • Upgrade Logging

  • Read-only DB Support

    Removed

  • Gradual Upgrade

  • Side By Side Installation

Upgrade Overview


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SharePoint 2010 UpgradeOption 1 – In-place upgrade

  • All-or-nothing upgrade requires prep work

  • Hardware / Software environment needs to be appropriate

    • 64bit Windows Server 2008 SP2 OR 64bit Windows Server R2

    • 64bit SQL 2008 SP1+CU OR 64bit SQL 2005 SP3+CU

      • Consider this a minimum

    • Source WSSv3/MOSS 2007 environment needs to have SP2

  • Standard in-place caution recommended


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In-Place Upgrade and your farm

  • Each SSP upgrades into:

    • A Search service app

    • A User Profiles service app

    • An Excel service app

    • An Application Registry backward-compatible service app

    • A new managed metadata service app

  • Web application associations are preserved

    • A proxy is created for each service application

  • New databases are created as needed


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Visual Upgrade Capability

  • Stay in MOSS 2007 UI (default) or move to Sharepoint 2010 UI

    • Sharepoint 2010 ships MOSS 2007 Master pages and CSS

    • UI Preview capability

  • Farm admin or site admin controlled

    • Web level setting

  • Some items not MOSS 2007 UI compatible:

    • My site host

    • Report Server web parts


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SharePoint 2010 UpgradeOption 2 – Central Admin DB Attach

  • Central Admin - DB Attach

    • Content DB and Profile DB are all supported

  • Supports both build-to-build (b2b) and version-to-version (v2v) scenarios*

  • Scoped at the content database level – one at a time

  • Includes visual upgrade

*v2v is MOSS 2007 to SP 2010, it does not support WSSv2 or SPS 2003


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SharePoint 2010 UpgradeOption 3 – Powershell DB attach

  • PowerShellCmdlets – DB Upgrade

    • Upgrade-SPContentDatabase

  • Supports both build-to-build (b2b) and version-to-version (v2v) scenarios*

  • Similar to the Central Admin option

  • Scoped at the database level

  • Supports parallel db upgrades

    • Upgrade many DBs simultaneously

*v2v is MOSS 2007 to SP 2010, it does not support WSSv2 or SPS 2003


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Windows PowerShell Upgrade Cmdlets

  • Upgrade-SPContentDatabase

  • Content database B2B/V2V upgrade

  • Common Scenarios:

    • Initiate/resume content database B2B upgrades

    • Resume failed content database V2V upgrades

  • Upgrade-SPEnterpriseSearchServiceApplication

  • Search Service Application Instance B2B upgrade

  • Upgrade-SPSingleSignOnDatabase

  • MOSS 2007 SSO data to Secure Store database V2V upgrade


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Upgrade Logging/Status Reporting

  • Upgrade Logging

    • New – One upgrade log per session

    • New – Upgrade errors only log

    • New – Fixed upgrade log schema

  • Upgrade Status Reporting

    • Improved – Upgrade status page

    • New – Upgrade status history

    • New – Command line progress indication


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SharePoint 2010Unsupported scenarios for upgrade

  • No support for direct WSSv2 or SPS 2003 upgrades

  • No support for side-by-side installs of WSSv3/MOSS 2007 and WSSv4/SharePoint 2010

  • No gradual upgrade

  • No support for 32bit environments (e.g. Virtual Server)

  • Limited support for co-existence

  • No support for migration to SharePoint 2010 Online


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Default Services

Access Services

Application Registry Service

Business Data Catalog

Excel Services

Lotus Notes Connector

  • Enables users to view, edit, and interact with Access databases in a Web browser

  • Enables users to search and collaborate around business data

  • Enables structured data from line-of-business applications, such as SAP and Siebel systems, to be integrated into SharePoint Server 2010

  • Enables users to view and interact with Microsoft® Office Excel® spreadsheets in a Web browser

  • Enables users to search data on a Lotus Notes server


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Default Services

Managed Metadata Service

People

Search Service Application

Secure Store Service

State Service

  • Enables teams or departments to manage their own taxonomy, hierarchies, keywords, and social tagging infrastructure (for example, so that taxonomies and content types can be shared across the organization)

  • Enables users to search for people within their organization (for example, to find skills, memberships within enterprise communities, and shared interests)

  • Enables users to index content, gather information, and perform search queries

  • Enables users to store data securely and associate it to a specific identity or group of identities

  • Enables users to temporarily store user session data for SharePoint Server 2010 components


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Default Services

Usage and Health data collection

Visio Graphics Service

Web Analytics Web Service

Word Conversion Service Application

  • Collects data about how users access pages in a deployment of SharePoint Server, such as the search engine used and keywords that the end user types to find a site

  • Enables users to perform automated bulk document conversions

  • Collects farm-wide usage and health data so users can view usage and health reports

  • Enables users to view and refresh published Visio diagrams


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Prepare


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Prepare


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Accounts Needed for Setup

Setup user account

  • Domain user account

  • Member of the Administrators group on each server on which Setup is run

  • SQL Server login on the computer that runs SQL Server

  • Member of the following SQL Server security roles

  • Securityadmin fixed server role

  • Dbcreator fixed server role

Server farm account

  • Domain user account

  • Dbcreator fixed server role

  • Securityadmin fixed server role

  • Db_owner fixed database role for all databases in the server farm


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Environment CleanupSpring cleaning for a healthy farm

  • Delete Stale Sites and Webs (Backup First)

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

    • stsadm -o DeleteWeb [-force]

  • Remove Extraneous Document Versions

    • Primarily user driven, OM operations or tools help

  • Cleanup Templates, Features, & Web Parts

    • Primarily user driven, OM operations or tools help

  • Repair Data Issues

    • stsadm -o DatabaseRepair [-deletecorruption]

    • stsadm -o ForceDeleteList

    • stsadm -o VariationsFixupTool


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Operations Scheduling

  • 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.


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Upgrade Methods

Supported Scenarios

Unsupported 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

  • In-Place Upgrade

  • Database Attach Upgrade:

    • Content Database

    • Profile Service Database


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Upgrade Preparation Tools

WSS v3/MOSS 2007 SP2

SharePoint 2010

Farm review

stsadm -o EnumAllWebs

SPDiag 2010 (TBD)

Content database review

Test-SPContentDatabase

  • Farm review

    • Pre-Upgrade Checker

    • stsadm -o EnumAllWebs

    • SPDiag V2

  • Customizations gathering

    • stsadm -o ExportIPFSAdminObjects


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Test-SPContentDatabase

  • Content database review from Sharepoint 2010

  • Complements pre-upgrade checker report

  • Reports data from server/database pairing

    • Compares against a specific web application

    • Identifies current or potential issues:

      • Data orphans

      • Missing site definitions

      • Missing features

      • Missing assemblies

    • Can show table sizing metrics

  • Scans MOSS 2007 and Sharepoint 2010 content databases

  • Makes no changes to the database


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Test


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Test


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Demo

Pre-Upgrade Checker


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Implement


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Implement


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Wizards

  • Microsoft SharePoint Products and Technologies 14 Preparation Tool

  • Setup Wizard

  • SharePoint Product and Technologies Configuration Wizard

  • Server Farm Configuration Wizard


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Microsoft SharePoint Products and Technologies Preparation Tool

  • A.K.A. prerequisite installer

  • Installs files from \PrerequisiteInstallerFiles

  • Confirms/installs:

    • IIS 7.0

    • Microsoft® SQL Server® Client

    • Microsoft Filter Pack 14

    • PowerShell 2.0 (download)

    • Windows Installer 4.5 (download)

    • Microsoft® .NET Framework 3.5 SP1 (download)

    • Microsoft Sync Framework Runtime 1.0

    • Microsoft “Geneva” Framework (download)

    • Microsoft Server Speech Language Pack (English-U.S.) version 6.0

    • Microsoft Chart Controls for Microsoft .NET Framework 3.5

    • Microsoft Unified Communications Managed API 2.0 Speech

Implement


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Setup Wizard

Much like the WSS 3.0 and MOSS 2007 setup

  • Prerequisite checks

  • Server type

    • Complete

    • Standalone

    • WFE only (scripted only)

  • Binary installation (14 hive)

  • Registry changes


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SharePoint Product and Technologies Configuration Wizard

  • Post-setup configuration wizard (PSCONFIG.EXE)

    • New farm

    • Database server and database name

    • Database access account and password

    • Port for Central Administration

    • Authentication provider (Kerberos or NTLM)

Much like the WSS 3.0 & MOSS 2007 experience


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Specify Farm Security Settings


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Demo

In-Place Upgrade


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  • Access Services

  • Application Registry Service

  • Business Data Catalog

  • Excel® Services

  • Lotus Notes Connector

  • Managed Metadata Service

  • People

  • Search Service application

  • Secure Store Service

  • State Service

  • Usage and Health data collection

  • Visio® Graphics Service

  • Web Analytics Web Service

  • Word Conversion Service application

Farm Configuration Wizard

Services


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  • Configure farm-wide search dashboard/settings

    • Search timeout

    • Ignore SSL warnings

  • Default content access account

  • Specify the contact e-mail address

  • Proxy server

  • Add crawl rules

  • Install third party iFilters and configure file types

  • Create additional content sources

    • Create crawl schedules

    • Add priority

    • Crawl rules

  • Promote crawled properties to managed properties

  • Create scopes

  • Search Center

    • Add user permission

  • More – federation, server name mappings, result removal, host distribution rules, etc.

Configure Search Service Application


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Configure Search Service Application

  • Enable search reporting

  • Enable people search

  • Add user profiles to the People service application

    • Configure My Site settings

    • Crawl the profile store


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Backup/Restore Databases

  • Set content databases as read-only

  • Backup databases

    • Content databases

    • SSP database

  • Restore backups to new SQL Server or as new database names to same SQL Server


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Verify Databases

  • Use test-spcontentdatabasecmdlet

    • Missing customization

  • Before navigating to the site, check permissions


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Customizations

  • Copy new site definitions into site templates

    • Install upgrade definition file

  • Copy CSS and images

  • Web parts

  • Web services

  • Install features

  • Install solutions (hopefully you have these)

  • Web.config changes (for example, security)


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Add the Content Databases to the Web Applications

  • Create Web application(s)

  • Remove content database

  • Begin attaching content databases

  • Root site for Web application must be included in the first content database

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

  • Repeat for each content database

  • Multiple databases at once with multiple instances

    • Pay close attention to Microsoft® SQL Server® performance


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Database Attach Process

  • Two log files created per database attached

  • Header in *.log file provides content database name

  • Progress is reported

  • Use tail.exe or similar tool to watch progress


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More Configuration

  • Web.config settings – application settings

  • AAMs

  • Trusted paths

  • Managed paths

  • Farm level permissions

  • BDC setup


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SSP Upgrade

  • Pre-work (used to be SSP)

  • Create a new, blank Web application

  • Start People service and the Managed Metadata service

  • Create a new Metadata service

  • Create a new application pool

  • New People service

  • Proxy needed

    • Associate the new proxy with the default proxy group


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My Sites

  • Database attach into empty Web application

  • People service you want to associate with the My Sites

    • Setup My Sites

    • My Site host is in your content database

    • Check or set inclusions


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  • Find and Fix Issues

    • Missing Templates

    • Deprecated Templates

      • SSP Admin Site

      • Great Plains (STSPKPL)

    • Missing Features

    • Deprecated Features

      • PortalLayouts

  • Missing Assemblies

    • Web parts (STSPKPL)

  • Forms Based Authentication

    • Modify config files

    • Fix-up user identifiers

  • User Experience

    • Unghosted pages

    • Non-reghostable pages

    • Incompatible HTML

  • Content Issues

    • Large/wide lists

Post-Upgrade Activities


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Validate


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Validate


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Validate

  • Verify High Impact/High Profile sites

  • Create a new Site Collection/Libraries and verify basic functionality

  • Application event log and upgrade log failures

  • UI/UX issues (XHTML/XSLT/MasterPages)

  • External Data Sources

  • Security requires special attention post-upgrade:

    • For example, migration to claims


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Demo

Visual Upgrade


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Downtime Mitigation Processes

WSS v3/MOSS 2007 SP2

SharePoint 2010

Read-only databases

Parallel upgrade farms

Single farm, multiple upgrade sessions

Content database attach with AAM redirection

  • Read-only databases

  • Parallel upgrade farms

  • Gradual Upgrade


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Perform Farm Analysis

stsadm -o PreUpgradeCheck(Updated in Oct 2009 CU)

stsadm -o EnumAllWebs(Updated in Oct 2009 CU)

Get Farm Healthy (Spring Cleaning)

Gather/Install Server Side Customizations

stsadm -o ExportIPFSAdminObjects

Test Upgrade Beforehand

Perform Database Content Check (optional)

Test-SPContentDatabase

Upgrade Failure Prevention


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Determine cause of failure

Status Page & Upgrade Logs:

Error log

Full upgrade log

Customizations Management Commands:

Test-SPContentDatabase

stsadm -o EnumAllWebs

Fix issue(s)

Install missing or updated customizations

Activate missing services; farm, web app settings

Resume upgrade

Farm upgrade command

Content database specific upgrade command

Service specific upgrade commands

Upgrade Failure Recovery


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Demo

Upgrade error logs.


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What next?

http://sharepoint2010.microsoft.com


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Question?


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Thank You!!!...

Martin Y. Leveille

Sharepoint Deployment Technical Lead

RJB Technical Consulting, Inc.

[email protected]

twitter: @martinyleveille

www.rjbtech.com


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