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Upgrading to SharePoint 2010

Upgrading to SharePoint 2010. Gary Lapointe, SharePoint MVP. About Me. SharePoint MVP Company: ShareSquared , Inc. Blog: http://stsadm.blogspot.com/ Email: gary@thelapointes.com Twitter: @ glapointe. Who, When & Why. Considerations: Good candidates for upgrade

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Upgrading to SharePoint 2010

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  1. Upgrading to SharePoint 2010 Gary Lapointe, SharePoint MVP

  2. About Me • SharePoint MVP • Company: ShareSquared, Inc. • Blog: http://stsadm.blogspot.com/ • Email: gary@thelapointes.com • Twitter: @glapointe

  3. Who, When & Why Considerations: • Good candidates for upgrade • You need certain 2010 features • You have not done significant* customizations • Get a second opinion if: • You have a large deployment • You’ve done significant customization Timing: • Start planning & install the Beta now! • RTM is May 12th

  4. Server Preparation • SQL Server • SQL 2008 R2 or SQL 2008+SP1+CU2 (or greater) • SQL 2005 w/SP3 – supported / not recommended • SharePoint Servers • SharePoint 2007 SP2 + October CU (or greater) • October CU updates the preupgradecheck STSADM command • 64 bit required • Windows Server 2008 Standard w/SP2 (or greater) • WCF Hotfix (not part of the prerequisites installer) • Minimum 8GB RAM • Pre-Upgrade Check • Run the STSADM preupgradecheck command prior to upgrade • Run the Test-SPContentDatabase cmdlet prior to DB mount • Plan for sufficient disk space

  5. Upgrade Approaches

  6. In-Place Upgrade • Use existing hardware – servers/farm offline during upgrade • Configuration and all content upgraded • Farm-wide settings preserved • Customizations available after upgrade • Recommended for small or non-production environments

  7. Database Attach Upgrade • New hardware • Upgrade multiple DBs at a time • Server farm settings not upgraded • Customizations must be transferred • Can consolidate multiple farms into one • Recommended if farm level configurations are minimal

  8. Hybrid 1: Read-only databases • Use Database Attach upgrade to preserve existing farm • Existing farm is put in read-only mode • Create a new farm and attach all content databases • Server farm settings not upgraded • Recommended over Database Attach

  9. Hybrid 2: Detach databases • Use in-place upgrade for farm settings to preserve configurations • Detach and upgrade content databases • Alternatively, upgrade content databases in a temporary farm • Recommended if farm level configurations are significant

  10. Customizations • Many assemblies will not require re-compilation • Assembly binding redirects are machine level post Beta2 • Use SharePoint Solution Packages (WSPs) • Site Templates deprecated • Existing sites based on the template will upgrade • To create new sites using the template create a site using the template, upgrade the database, and export the site as a WSP • SharePoint 2007 Themes deprecated • Convert and redeploy using the new SharePoint 2010 Theme format • Changes to OOTB files will not upgrade • Document changes to files such as document icons and noise words • Changes will need to be recreated

  11. Customizations (cont.) • Importing SharePoint 2007 WSPs not created using VSeWSS is not supported* • Queries on SPList items that exceed 5000 items will fail • Increase the default query threshold or modify the query • Take Visual Upgrade into consideration • Use the SharePoint:VersionedContent or SharePoint:VersionedPlaceHolder controls to support v3 and v4 UI characteristics • Use SPWeb.UIVersion to check what UI version the site it using • Don’t forget to check 3rd party vendors for updates to installed packages!

  12. DEMO: Hybrid Approach 2

  13. Upgrade Best Practices • Large content databases and site collections will take longer to upgrade • If upgrade time is critical consider splitting Content Databases and/or Site Collections into smaller units prior to upgrade • STSADM’s mergecontentdbs command can be used to move a Site Collection to a different Content Database • Archive off any Site Collections, Webs, or Lists that are no longer necessary • This will reduce upgrade time and potentially reduce upgrade issues related to customizations • Archiving of Lists will require 3rd party tools or can be done after upgrade using Central Admin or PowerShell • Plan for Visual Upgrade • How will it be utilized? • How long will sites use the V3 UI? • Will Site Collection administrators be able to change or will it require IT intervention?

  14. Upgrade Best Practices (cont.) • Migrate SharePoint 2007 to 64-bit prior to upgrade • Prepare Client Desktops • Update to Office 2010 for enhanced features • Pre-deploy Silverlight 3.0 • Evaluate Upgrade versus Migration • Provide user training • Train end-users before and after upgrade • Train administrators and developers before you even start planning for your upgrade • Test your Disaster Recovery strategy before upgrading • Don’t upgrade a broken farm

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