SharePoint 2010
1 / 59

SharePoint 2010 Upgrade PowerPoint PPT Presentation

  • Uploaded on
  • Presentation posted in: General

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

I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.

Download Presentation

SharePoint 2010 Upgrade

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.

- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript

Slide1 l.jpg

SharePoint 2010 Upgrade

Martin Y. Leveille

Sharepoint Deployment Technical Lead

RJB Technical Consulting, Inc.

twitter: @martinyleveille

Upgrade overview l.jpg

Upgrade Overview

Preparing for upgrade what you can do to get ready l.jpg

Preparing For UpgradeWhat you can do to get ready

Learn l.jpg


Slide5 l.jpg


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 l.jpg


  • 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 l.jpg

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 l.jpg

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 l.jpg

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 l.jpg

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 l.jpg

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 l.jpg

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 l.jpg

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 l.jpg

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 l.jpg

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 l.jpg

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 l.jpg

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

Prepare l.jpg


Prepare19 l.jpg


Accounts needed for setup l.jpg

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 l.jpg

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 l.jpg

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 l.jpg

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 l.jpg

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 l.jpg


  • 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

Slide26 l.jpg


Slide27 l.jpg


Slide28 l.jpg


Pre-Upgrade Checker

Implement l.jpg


Implement30 l.jpg


Wizards l.jpg


  • 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 l.jpg

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 l.jpg

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 l.jpg

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

Specify farm security settings l.jpg

Specify Farm Security Settings

Slide36 l.jpg


In-Place Upgrade

Farm configuration wizard l.jpg

  • 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 l.jpg

  • 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 l.jpg

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 l.jpg

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 l.jpg

Verify Databases

  • Use test-spcontentdatabasecmdlet

    • Missing customization

  • Before navigating to the site, check permissions

Customizations l.jpg


  • 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 l.jpg

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 l.jpg

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 l.jpg

More Configuration

  • Web.config settings – application settings

  • AAMs

  • Trusted paths

  • Managed paths

  • Farm level permissions

  • BDC setup

Ssp upgrade l.jpg

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 l.jpg

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 l.jpg

  • 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

Validate l.jpg


Validate50 l.jpg


Validate51 l.jpg


  • 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

Slide52 l.jpg


Visual Upgrade

Downtime mitigation processes l.jpg

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 l.jpg

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 l.jpg

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

Slide56 l.jpg


Upgrade error logs.

What next l.jpg

What next?

Question l.jpg


Slide59 l.jpg

Thank You!!!...

Martin Y. Leveille

Sharepoint Deployment Technical Lead

RJB Technical Consulting, Inc.

twitter: @martinyleveille

  • Login