Upgrade Toolkit for Windows SharePoint Services Sites and Templates

2. Upgrade Toolkit for Windows SharePoint Services Sites and Templates Chandima KulathilakeSharePoint MVP Ari BakkerSharePoint Consultant Provoke Solutions, New Zealand

3. Session Objectives Upgrade Toolkit for WSS Sites and Templates • Technology Overview • Solution Accelerators • Problem statement • Solution accelerator objectives • Solution Concept • Solution accelerator components • Solution workflow

4. What is a Solution Accelerator? Models • “Deliver high-value guidance and automation to IT Professionals to enable the delivery of world class IT services on the Microsoft platform” • Drive impact • Customer and partner • Microsoft Product • 1.5M IT Pros downloaded an accelerator in 2006 • 85% reported increased satisfaction with Microsoft products • 93% will use another • 90% will recommend to others • 155 NSAT Scripts and Code Tools Guidance

5. Problem Statement Upgrade Toolkit for WSS Sites and Templates • No defined process • Cost/time intensive • Loss of functionality

6. Solution Objectives Upgrade Toolkit for WSS Sites and Templates

7. Solution Concept

8. Solution Components Solution Guidance

9. Solution Components Solution Guidance • Helps IT pros understand how site and sitetemplate upgrade fits their overall Windows SharePoint Services upgrade strategy • Provides step-by-step planning, deploying and testing guidance for site and template upgrade process • Outlines steps to take prior to and after the Windows SharePoint Services upgrade process

10. Solution ComponentsSolution Scripts

11. Solution Components Solution Scripts • Set of command-line scripts that leverage common stsadm.exe commands • Streamlines template upgrade process • Allows for the batch execution of commands • Allows for the sequential execution of commands

12. Solution Components Solution Scripts

13. Solution Components Upgraded Application Templates

14. Solution Components Upgraded Application Templates • Designed to meet the requirements of specific business processes or tasks • Upgraded to function in a WSS 3.0 environment, based on the original set of WSS 2.0 application templates offered on Microsoft TechNet. • Upgraded utilizing process as described in solution guidance • In most cases provides a basic and customized version of each template

15. Solution Components Upgraded Application Templates • Include WSS 3.0 features. These application templates include WSS 3.0 upgraded functionality, such as: • Recycle bin • Folder item level security • E-mail to list • Site Actions button • Breadcrumbs • Mobile views • RSS feeds • Versioning in document libraries

16. Solution Components Upgraded Application Templates • Template functions: • Board of directors • Case work management • Change management • Classroom management • Competitive intelligence dashboard • Discussion database • Document library • Employee absence request • Employee activities • Employee timesheet and sch. management • Employee training • Event coordination • Expense reimbursement • Helpdesk dashboard • HR program and services • IT developer team • Breadcrumbs • Mobile views • RSS feeds • Versioning in document libraries • Legal document review workflow management • Loan initiation management • Marketing communications campaign site • Meeting management site • New product development • Performance review management • Professional services contractual setup management • Professional services site for engagement team resourcing • Project team site • Public official activity and issue management • Public relations work site • Publication editorial review • Recruiting resource center • Request for proposal management • Room and equipment reservation • Team work site • Travel requests

17. Solution Workflow Custom Site and Template Upgrade Process

18. Solution WorkflowHigh-level Overview • Export existing site templates V2 PROD V2 TEST

19. Solution WorkflowHigh-level Overview • Export existing site templates • Install templates and create sites in upgrade environment V2 PROD V2 TEST

20. Solution WorkflowHigh-level Overview • Export existing site templates • Install templates and create sites in upgrade environment • Install WSS V3 V2 PROD V2 TEST V3 TEST

21. Solution WorkflowHigh-level Overview • Export existing site templates • Install templates and create sites in upgrade environment • Install WSS V3 • Upgrade to WSS V3 V2 PROD V2 TEST V3 TEST

22. Solution WorkflowHigh-level Overview • Export existing site templates • Install templates and create sites in upgrade environment • Install WSS V3 • Upgrade to WSS V3 • Fix feature and layout issues V2 PROD V2 TEST V3 TEST

23. Solution WorkflowHigh-level Overview • Export existing site templates • Install templates and create sites in upgrade environment • Install WSS V3 • Upgrade to WSS V3 • Fix feature and layout issues • Generate upgraded site templates V2 PROD V2 TEST V3 TEST

24. Solution WorkflowHigh-level Overview • Export existing site templates • Install templates and create sites in upgrade environment • Install WSS V3 • Upgrade to WSS V3 • Fix feature and layout issues • Generate upgraded site templates V3 PROD V2 PROD V2 TEST V3 TEST

25. DemoPreparing to upgrade

26. Solution Workflow Identifying Site Definition • Determine which site templates have been customized • Determine which custom sites/templates to upgrade • Determine existence of correspondingSite Definitionin WSS 3.0 • If Yes: Proceed • If No: • Obtain/Develop new Site Definition • Build upgrade definition file

27. Pre-Scan Log

28. Inside The STP • <Details>   <TemplateDescription>Use this template to create a team site. </TemplateDescription>   <TemplateTitle>Team Site</TemplateTitle>   <Language>1033</Language> <TemplateID>0</TemplateID>   <Configuration>STS#0</Configuration>   <Title>Helpdesk</Title>   <Description />   <CalendarType>1</CalendarType>   <AlternateCSS />   <CustomJSUrl />   <AlternateHeader />   <Subweb>1</Subweb>   <Locale>1033</Locale>   <Collation>25</Collation>   <TimeZone>11</TimeZone></Details>

29. DemoUpgrade process

30. Accelerator Components Solution Scripts- Pre Upgrade

31. Solution Workflow Stage 1- Pre Upgrade Steps • Install WSS 2.0 site templates and create new sites • Install WSS 3.0 • Deploy upgrade definition files and new site definitions on the WSS 3.0 server • Upgrade to WSS 3.0

32. Solution WorkflowUpgrade definition file • Maps WSS 2.0 site definition to WSS 3.0 site definition • Maps files, lists, libraries • Specifies new features • WSS 3.0 SDKhttp://www.microsoft.com/downloads/details.aspx?familyid=1c64af62-c2e9-4ca3-a2a0-7d4319980011&displaylang=en

33. Solution Workflow Stage 2- Post Upgrade Steps • Open and verify sites • Fix feature and layout issues in new sites • Save corrected sites as WSS 3.0 templates • Redeploy new site templateson the upgraded server • Create sites

34. Accelerator Components Solution Scripts- Post Upgrade

35. Solution Workflow Stage 2- Clean Up • Verify- Do sites function as expected? • If Yes- Clean up • If No- Repeat 2-6

36. Accelerator Components Solution Scripts- Clean Up

37. Problem Areas • Discussion boards must be recreated • Customised web parts may not function correctly • Hyperlinks may no longer work • The Theme may have changed

38. Further Information • Upgrade Toolkithttp://www.microsoft.com/technet/solutionaccelerators/collaboration • Solution Acceleratorshttp://www.microsoft.com/technet/solutionaccelerators • Application Templateshttp://www.microsoft.com/sharepoint • Joel Oleson’s Bloghttp://blogs.msdn.com/joelo/