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Croatia SharePoint User Group SharePoint 2010 Upgrade Zagreb, 13.10.2011. Zvonimir Mavretić, Chief Technology Officer. Upgrade Cycle: Overview. Pre Upgrade. SharePoint 2010 Requirements. SharePoint 2007 SP2 Update ( August CU recommended) 64 bit operating system for application servers
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Croatia SharePoint User Group • SharePoint 2010 Upgrade • Zagreb, 13.10.2011. Zvonimir Mavretić, Chief Technology Officer eVision informacijski sustavi
PreUpgrade eVision informacijski sustavi
SharePoint 2010 Requirements • SharePoint 2007 SP2 Update (August CU recommended) • 64 bit operating system for application servers • Windows Server 2008 or 2008 R2 • 64 bit SQL Server • SQL 2005 SP3 CU3/2008 SP1 CU2/2008 R2 • For Development environments • 64-bit Vista SP1 and Windows 7 • Virtualization is supported and very common
Upgrade eVision informacijski sustavi
Insight on Upgrade • Binary Upgrade • In Place - New Timeout, Resume on failures • Database Attach - New Parallel, Progress Indicator • Visual Upgrade • Separate process • Delegation by default
In-Place Upgrade • All-at-once upgrade • Must upgrade the whole farm at one time • No SP 2007 and SP2010 in same farm • Schedule downtime • Simplest approach, but *most risky*! • No going back • Resume Upgrade if problems occur • Recommendations • Run Test-SPContentDatabase from SP 2010 farm against databases • Do a full farm backup before you start!
1. In Place - Binary Approach to Upgrade Caution: Not recommended for most deployments…
Database Attach Upgrade • Safer, Requires more planning (A good thing) • Upgrade is done on a separate 2010 farm • Done database-by-database • Can be used with 2nd step visual upgrade • Use Test-SPContentDatabase (PowerShellcmdlet) to test database first • To attach • Mount-SPContentDatabase (PowerShell) • STSADM –o Addcontentdb operation • Parallel database upgrades are possible
2. DB Attach- Binary Approach to Upgrade Recommended for most deployments…
Visual Upgrade • Stay in 2007 (default) or move to 2010 UI • 2010 ships 2007 Master pages and CSS • UI Preview capability • Farm admin or site admin controlled • Web level setting • Some items not 2007 UI compatible • My site host • PWA site collection • Report Server web parts
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Operations SchedulingBenchmark upgrade operations schedule 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.
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 Common Upgrade Failure Issues & Recovery
UpgradeStrategies eVision informacijski sustavi
Windows PowerShell Upgrade Cmdlets Test-SPContentDatabase • Discover and Document issues 2007/2010 Mount-SPContentDatabase • Initiate Content database B2B/V2V upgrade Upgrade-SPContentDatabase • Resume Content database B2B/V2V upgrade Upgrade-SPEnterpriseSearchServiceApplication • Search Service Application Instance Upgrade-SPSingleSignOnDatabase • O12 SSO data to Secure Store database
Upgrade Testing • Upgrade Issues • Disk Full!!! • Modified databases • Customizations • Authentication providers • Poor dev practices • Recommendations • Test server side customizations & verify in both Visual Upgrade modes • Consider preview environments • Similar hardware, Use real datasets • Don’t ignore warnings
SSP to Service App • Each SSP upgrades into: • A Search service app • A User Profiles service app • An Excel service app • An App Registry back-compat service app • New Services can be activated/added
Visual Upgrade Caution • AAM redirection features is complex. Don’t use it if you don’t have to. • No Visual backward compatible UI for My Sites • Database Attach into My Site Host • In place upgrade your My Site Host • Other Services UI may be impacted • Project Web Access site collection • Reporting Server web parts
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