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April 11 th , 2012

April 11 th , 2012. Migratory Habits of SharePoint. Brian Caauwe, Lucas Struck, & Jamie Aliperti. Agenda. Introductions Migrating SharePoint Overview, Architecture & Planning- Brian Caauwe Migrating to SharePoint Online - Lucas Struck Break

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April 11 th , 2012

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  1. April 11th, 2012 Migratory Habits of SharePoint Brian Caauwe, Lucas Struck, & Jamie Aliperti

  2. Agenda • Introductions • Migrating SharePoint Overview, Architecture & Planning- Brian Caauwe • Migrating to SharePoint Online - Lucas Struck • Break • Migration PM and Migration Tools - Jamie Aliperti • Surveys and Giveaways • Reminder - Online Participants take Survey to be eligible for giveaway

  3. User Group Goal / Objectives • Develop and support a local community focused on Microsoft SharePoint Technologies • Educate user group members about SharePoint Technologies • Transfer knowledge within the community • Communicate best practices • Introduce new products / solutions

  4. Introductions – MNSPUG Sponsors Avtex (www.avtex.com) • Technology consulting company • Practice area focused on SharePoint Benchmark Learning (www.benchmarklearning.com) • Training on many technologies Microsoft (www.microsoft.com) WroxPress (www.wrox.com) O’Reilly (www.oreilly.com)

  5. www.SharePointMN.com • Website for user group • SharePoint resource documents • SharePoint resource links • RSS Feeds • Meeting Schedule • Past User Group Presentations • info@sharepointmn.com www.sharepointmn.com

  6. Social Networking • Linked In group – The most interactive… includes job postings… • Post Job Posting on the Jobs Discussion page • http://www.linkedin.com/groups?gid=1878792 • Twitter tags - @MNSPUG and #MNSPUG

  7. Upcoming Schedule • Next Meeting • March 14th 9:00 AM to 11:30 AM • Microsoft Technology Center • Topic: TBA Check www.SharePointMN.com for updates! • Ongoing Schedule • 2nd Wednesday of every month • 9:00 to 11:30 am • Microsoft Technical Center - Edina

  8. Local and Online Events SharePoint Saturday – April 14th , 2012 (Wait list only!) http://www.sharepointsaturday.org/twincities/default.aspxNormandale College– Bloomington, MN Twin Cities Code Camp – April 14th & 15th, 2012 http://twincitiescodecamp.com/TCCC/Default.aspx Microsoft Webcast Calendar of Events http://www.microsoft.com/events/webcasts/calendar/monthview.aspx#filter SharePoint ShopTalk (Online) – Every Thursday @ 11:30 AM http://sharepointshoptalk.blogspot.com/ SharePoint Legal Users Group – 3rd Thursday @ 12:00 to 1:00 p.m. http://sharepointmnlegal.com Minnesota Developers SharePoint Users Group – 4th Wednesday@ 8:30 to 10:30 a.m. http://mndevspug.com Anything Else?

  9. We Want You! • MN SharePoint User Group looking for speakers • You know something about SharePoint • Someone you know, knows something about SharePoint • Speak about something you implemented • Email: info@sharepointmn.com • Name • Contact Information • Background Information • Subjects comfortable talking about

  10. Surveys & Giveaways!

  11. Presenters

  12. Quick Intro Brian Caauwe • SharePoint Consultant • Sports Nut • @bcaauwe • http://blog.avtex.com/author/bcaauwe

  13. Quick Intro Lucas Struck • Sharepoint IT Pro • Occasional Woodworker • Spends large portion of off hours trying to reason with a 1-year old CCNA MCITP – SharePoint Administrator 2010 MCITP – Exchange 2007

  14. Quick Intro Jamie Aliperti • Senior Engineer at Axceler • Board member of SanFernando Valley SPUG • Help runs SP Saturday LA Twitter: @jaliperti

  15. Migrating SharePoint Upgrade Overview

  16. Migration OverviewWhat’s New • Upgrade Preparation Tools • Windows PowerShell Upgrade Cmdlets • Feature Upgrade • Visual Upgrade • Patch Management • Downtime Mitigation Processes: • Parallel Upgrade Pipelines • Content DB Upgrade with AAM Redirection http://www.sharepointmn.com

  17. Migration OverviewWhat’s Different Changed • Upgrade Methods Improved • Upgrade Status Reporting • Upgrade Logging • Read-only DB Support Removed • Gradual Upgrade • Side By Side Installation http://www.sharepointmn.com

  18. Migration MethodsSupported Scenarios In-Place Upgrade • Single Click Install - SQL Migration • Windows Internal Database (WID) -> SQL Express 2008 + File Stream RBS Database Attach Upgrade • Content Database • Profile Service Database • Project Service Database Hybrid • In-place • Database Attach Alternate Access Mapping Redirection • Complex • URL Modification http://www.sharepointmn.com

  19. Migration MethodsUnsupported 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 http://www.sharepointmn.com

  20. Migration Preparation ToolsWSS v3 / MOSS 2007 SP2 Farm insight • Pre-Upgrade Checker • stsadm -o EnumSites • stsadm -o EnumAllWebs • stsadm -o DatabaseRepair • SPDiag V2 Moving Content • stsadm -o export / import • stsadm -o mergecontentdbs Customizations gathering • stsadm -o ExportIPFSAdminObjects http://www.sharepointmn.com

  21. Pre-Upgrade Checker Commandstsadm -o preupgradecheck [-localonly] Details • Reports farm and server data • Identifies useful farm information • Identifies current or potential issues • Modes • Local server + farm databases (default) • Local server only • Makes no changes to environment or data • Introduced in SP2 (12.0.0.6421) • Improved in October 2009 CU (12.0.0.6520) • Large amounts of information http://www.sharepointmn.com

  22. Pre-Upgrade Checker Commandstsadm -o preupgradecheck [-localonly] Rules Files (Partial List) • Informational • Farm Servers, Databases • AAM Configuration • Lists Site Definitions, Features, Web Parts, Event Receivers • Installed Language packs • CAML views/CAML content types • Issues • Missing Site Definitions, Features, Assemblies • Data orphans • Modified content databases http://www.sharepointmn.com

  23. http://www.sharepointmn.com

  24. Migration Preparation ToolsSharePoint 2010 • Farm insight • stsadm -o EnumAllWebs • SPDiag 2010 (TBD) • Content database insight • Test-SPContentDatabase http://www.sharepointmn.com

  25. SharePoint Architecture SharePoint Architecture

  26. SharePoint 2010 Architecture SharePoint 2007 Architecture SharePoint Server Client Apps Shared Service Provider Project Server 2007 Project Server 2007 Browsers (IE) InfoPath Service Search Service Search Service Project Web Access Office Client Project Web Access Excel Calc Service OneNote Excel Calc Service User Profiles InfoPath User Profiles Business Data Catalog Project Business Data Catalog Outlook RSS Viewers Windows SharePoint Services Groove Config Content Workflow Config Content Workflow SharePoint Designer http://www.sharepointmn.com

  27. SharePoint 2010 Architecture SharePoint Server Client Apps SharePoint Service Applications Shared Service Provider Project Server 2010 Browsers (IE) 2007 Search Service Project Web Access Office Client Excel Calc Service OneNote User Profiles InfoPath Business Data Catalog Business Connection Service Project Outlook RSS Viewers Windows SharePoint Services SharePoint Foundation SharePoint Workspace Groove Config Content Workflow SharePoint Designer http://www.sharepointmn.com

  28. SharePoint 2010 Architecture SharePoint Server Client Apps SharePoint Service Applications Project Server 2010 Browsers (IE, Fire Fox) Browsers (IE, Fire Fox) Browsers (IE) PowerPoint Broadcast Service Search Service Project Web Access Office Client Office Client Office Client Excel Calc Service Web Analytics Service OneNote OneNote OneNote FAST 2010 Office Web App Service 3rd Party Services.. FAST Search Service User Profiles Visio Graphics Service InfoPath InfoPath InfoPath Business Connection Service Access Service Project Project Project InfoPath Service Managed Metadata Outlook Outlook Outlook Word Conversion Service PerformancePoint RSS Viewers RSS Viewers RSS Viewers SharePoint Foundation SharePoint Workspace SharePoint Workspace Sandboxed Code Service Usage & Health Logging SharePoint Workspace SharePoint Designer SharePoint Designer Visio Config Content Workflow SharePoint Designer Access http://www.sharepointmn.com

  29. Migration Planning Upgrade Planning

  30. Migration PlanningHow to manage a complex process • Customer Communications • Farm / Customizations Surveys • Migration / Customizations Testing • Environment Cleanup • Hardware Build-out • Customizations Deployment • Backups Before Upgrade • Operations Scheduling • Rollback / Restore Plan • Post-Upgrade Activities • Ongoing Support Calls http://www.sharepointmn.com

  31. Migration PlanningCustomer Communications • Create a communications plan • http://technet.microsoft.com/en-us/library/cc288974.aspx • Upgrade Group / Committee • Stakeholders • Server Admins • Database Admins • SharePoint Admins • Security Team • Designers • Developers • Site Owners • Site Users • Customer Survey’s • Status updates • Unknown breeds unrest • Closer to launch = more communication http://www.sharepointmn.com

  32. Migration PlanningFarm / Customizations Surveys • Gather Information • Pre-upgrade checker (Updated in Oct 2009 CU) • Manual inspection process • Comparison process (WinDiff): • New server with same version and patch level • Web Server Extensions directory • IIS directory • Global Assembly Cache (GAC) • Determine impact • stsadm -o EnumAllWebs (Updated in Oct 2009 CU) • Collect customizations • stsadm -o ExportIPFSAdminObjects • Sample Worksheet • http://go.microsoft.com/fwlink/?LinkId=179928 http://www.sharepointmn.com

  33. Migration PlanningMigration Testing / Customizations Testing • Upgrade Issues • Over wide lists • Modified Databases • Customizations • Authentication Providers • Recommendations • Complete survey first • Test server side customizations • Verify in multiple upgrade modes • Preview environments • Similar hardware • Use subset of real data • Don’t ignore warnings • Test Your Migration Process - Visio Diagram http://www.sharepointmn.com

  34. Migration PlanningMigration Testing / Customizations Testing Will it work after Migration? Custom JavaScript Custom Services Modified OOB Features Custom Features Custom Search Provider or Security Trimmer OM/Contract Compatibility Structural Compatibility User Interface and (x)HTML Compatibility Modified Databases Custom Web Parts Custom Site Definitions Modified OOB Site Definitions Custom CSS Custom Authentication Providers http://www.sharepointmn.com

  35. Migration PlanningEnvironment Cleanup • Delete Stale Sites and Webs (Backup) • Use gradualdelete on stsadm -o deletesite • Remove Extraneous Document Versions • Review Quotas and Locks • Cleanup Templates, Features & Web Parts • Repair Data Issues • Verify Healthy Environment • Fix variation issues • stsadm -o variationfixuptool http://www.sharepointmn.com

  36. Migration PlanningHardware Build-out • Virtualization • Image / Snapshot base OS • Storage & I/O • Service Accounts • Service Applications • Use Wizards • Fix Build bug • Get-SPProduct -Local http://www.sharepointmn.com

  37. Migration PlanningCustomizations Deployment • Solutions • Features • Site Definitions • web.config modifications • Custom Files / Images • IFilters • What did your preupgradecheck say? • Use Upgrade Worksheet • http://go.microsoft.com/fwlink/?LinkId=179928 http://www.sharepointmn.com

  38. Migration PlanningBackups Before Migration • In-place • Take virtual snapshot (SP & SQL) • Backup customizations • Backup web.config • Attach DB • Keep database .bak files • Keep backups close and up to date http://www.sharepointmn.com

  39. Migration PlanningOperations Scheduling Microsoft Benchmark 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. http://www.sharepointmn.com

  40. Migration PlanningRollback / Restore Plan • Rollback OR Restore • DNS / Load Balancer • SQL Restore • Virtual Snapshot Restore • Point of no return • How long does it take to implement? • Test, Test and Re-Test procedures • Prepare communication http://www.sharepointmn.com

  41. Migration PlanningPost-Upgrade Activities • Find and Fix Issues • Missing Templates / Definitions • Deprecated Templates / Definitions • SSP Admin Site (OSRV) • Great Plains (STSPKPL) • Missing Solutions / Features • Deprecated Features • PortalLayouts • Missing Assemblies • Office Web Parts (STSPKPL) http://www.sharepointmn.com

  42. Migration PlanningPost-Migration Activities • Forms Based Authentication (FBA) • Modify web.config files • Central Administration • Secure Token Service (STS) • Content Web Application • Fix user identifiers (In-Place upgrade) • User Experience • Unghosted pages • Non-reghostable pages • Incompatible HTML • Content Issues • Large Lists • Wide Lists • Service Applications • User Profile • Profile Image Store • Managed Metadata Properties • Search • Managed Properties • Scopes http://www.sharepointmn.com

  43. Migration PlanningOngoing Support Calls • They WILL happen • Who receives support calls? • Can they solve the problems? • Do they have permissions? • Escalation process • Proactive vs. Reactive • Turn support calls into opportunities • Center of Excellence • Offer more than support … Training http://www.sharepointmn.com

  44. Migration Resources • Upgrade Worksheet • http://go.microsoft.com/fwlink/?LinkId=179928 • Migration Process • http://www.microsoft.com/downloads/details.aspx?FamilyID=d7389d9f-f70f-4226-89aa-a96a05a497f0&displaylang=en • Communications Plan • http://technet.microsoft.com/en-us/library/cc288974.aspx

  45. Migrating to SharePoint Online • Licensing • Authentication • Limitations • General Recommendations • Migration Strategies

  46. Licensing Office 365 Plan Offerings • Small Business Plans • P1 • Small to Medium Business Plans • E1, E2, E3, E4 • Kiosk Workers • K1, K2 • Sharepoint Stand-Alone Plans • Sharepoint Dedicated

  47. Authentication • Microsoft Online ID • Most basic Office 365 account. Created using the Administration Portal • Microsoft Live Accounts • Invitations Sent to External Users with existing Microsoft Live accounts. • Active Directory Synchronized Accounts (DirSync) • AD accounts are duplicated and synchronized automatically using modified FIM product (DirSync.) • Active Directory Federation Services (ADFS) • Most seamless solution. Users log in using their AD credentials

  48. Service Application and Feature Limitations • Access Reporting • SSRS • Performance Point • Excel Services • Power Pivot • Word Automation Services • Web Analytics • Secure Store Service

  49. Site and File Limitations • Maximum Storage per SPO Instance – 25 tb • Maximum Site Collections Per SPO Instance – 300 • Maximum Storage per Site Collection – 100 gb • Maximum File Size – 250 mb • List of blocked file types not editable • No Records Center or Business Intelligence Center • No Auditing of Opened or Downloaded Files • Vanity URLs only allowed in External Site (limit 1) • PDFs cannot be opened in the browser • External Site look and feel can only be edited using online tools

  50. Search Limitations • Federated Search not available • I-Filters are not supported • Search scopes only allowed at the Site Collection level • No property based search scopes • No access to the Search Service Application • FAST Search functionality not available • Crawls run at a set interval of 5 minutes • Alternative Search Scenarios that serve to mitigate some of these limitations do exist

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