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

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SharePoint 2010 Upgrade

Martin Y. Leveille

Sharepoint Deployment Technical Lead

RJB Technical Consulting, Inc.

[email protected]

twitter: @martinyleveille



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
upgrade overview6


  • Upgrade Preparation Tools
  • Windows PowerShell Upgrade Cmdlets
  • Feature Upgrade
  • Visual Upgrade
  • Downtime Mitigation Processes:
    • Parallel Upgrade Pipelines
    • Content DB Upgrade with AAM Redirection


  • Upgrade Methods
  • Improved
  • Upgrade Status Reporting
  • Upgrade Logging
  • Read-only DB Support


  • Gradual Upgrade
  • Side By Side Installation
Upgrade Overview
sharepoint 2010 upgrade option 1 in place upgrade
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
in place upgrade and your farm
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
visual upgrade capability
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
sharepoint 2010 upgrade option 2 central admin db attach
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

sharepoint 2010 upgrade option 3 powershell db attach
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

windows powershell upgrade cmdlets
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
upgrade logging status reporting
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
sharepoint 2010 unsupported scenarios for upgrade
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
default services
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
default services16
Default Services

Managed Metadata Service


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
default services17
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
accounts needed for setup
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
environment cleanup spring cleaning for a healthy farm
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
operations scheduling
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.
upgrade methods
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
upgrade preparation tools
Upgrade Preparation Tools

WSS v3/MOSS 2007 SP2

SharePoint 2010

Farm review

stsadm -o EnumAllWebs

SPDiag 2010 (TBD)

Content database review


  • Farm review
    • Pre-Upgrade Checker
    • stsadm -o EnumAllWebs
    • SPDiag V2
  • Customizations gathering
    • stsadm -o ExportIPFSAdminObjects
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

Pre-Upgrade Checker

  • Microsoft SharePoint Products and Technologies 14 Preparation Tool
  • Setup Wizard
  • SharePoint Product and Technologies Configuration Wizard
  • Server Farm Configuration Wizard
microsoft sharepoint products and technologies preparation tool
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


setup wizard
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
sharepoint product and technologies configuration wizard
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


In-Place Upgrade

farm configuration wizard

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


configure search service application

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
configure search service application39
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
backup restore databases
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
verify databases
Verify Databases
  • Use test-spcontentdatabasecmdlet
    • Missing customization
  • Before navigating to the site, check permissions
  • 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)
add the content databases to the web applications
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
database attach process
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
more configuration
More Configuration
  • Web.config settings – application settings
  • AAMs
  • Trusted paths
  • Managed paths
  • Farm level permissions
  • BDC setup
ssp upgrade
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
my sites
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
post upgrade activities

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
  • 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

Visual Upgrade

downtime mitigation processes
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
upgrade failure prevention
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)


Upgrade Failure Prevention
upgrade failure recovery
Determine cause of failure

Status Page & Upgrade Logs:

Error log

Full upgrade log

Customizations Management Commands:


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

Upgrade error logs.

what next
What next?


Thank You!!!...

Martin Y. Leveille

Sharepoint Deployment Technical Lead

RJB Technical Consulting, Inc.

[email protected]

twitter: @martinyleveille