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Welcome to the Minnesota SharePoint User Group. February 10 th , 2010 Migrating to SharePoint 2010. Brian Caauwe. Meeting #63. http://www.sharepointmn.com. Session Agenda. Introductions SharePoint Overview Upgrade Overview SharePoint Architecture Break Upgrade Planning

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  1. Welcome to the Minnesota SharePoint User Group February 10th, 2010 Migrating to SharePoint 2010 Brian Caauwe • Meeting #63 http://www.sharepointmn.com

  2. Session Agenda • Introductions • SharePoint Overview • Upgrade Overview • SharePoint Architecture • Break • Upgrade Planning • Upgrade Cycle • Demo • Q&A http://www.sharepointmn.com

  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 http://www.sharepointmn.com

  4. Introductions – MNSPUG Sponsors Inetium (www.inetium.com) Technology consulting company Microsoft Gold Certified Partner Practice area focused on SharePoint Benchmark Learning (www.benchmarklearning.com) Microsoft Gold Certified Partner Training on many technologies Microsoft (www.microsoft.com) http://www.sharepointmn.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 http://www.sharepointmn.com

  6. Social Networking Linked In group – The most interactive… includes job postings… http://www.linkedin.com/groups?gid=1878792 Facebook group http://www.facebook.com/home.php?#/group.php?gid=27333305456 Twitter tags - @MNSPUG and #MNSPUG http://www.sharepointmn.com

  7. Upcoming Schedule Next Meeting March 10th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Topic: TBD Check www.sharepointmn.com for updates! Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office http://www.sharepointmn.com

  8. Local Events SharePoint Saturday – March 20, 2010 *FREE*http://www.sharepointsaturday.org/twincities/default.aspxUniversity of Minnesota – East Bank, Twin Cities Campus http://www.sharepointmn.com

  9. Conferences • SharePointPro 2010 Summit & Expo– March 16-19, 2010http://www.sharepointprosummit.comLas Vegas, NV • The SharePointPro 2010 Summit & Expo is THE essential conference for details on the release of SharePoint 2010 and includes in-depth technical training on solution development and customization of Windows SharePoint Services, Microsoft Office SharePoint Server 2007 and Microsoft SharePoint 2010. http://www.sharepointmn.com

  10. Conferences • SharePointPro 2010 Summit & Expo– March 16-19, 2010http://www.sharepointprosummit.comLas Vegas, NV • Related Pre-Conference Workshop: • Building Composite Applications using SharePoint Designer 2010 and the BCS http://www.sharepointmn.com

  11. Announcements SharePoint 2010 Public Beta 2 available Register for it here: http://sharepoint2010.microsoft.com/try-it/Pages/Trial.aspx Lots of information from Microsoft and on the forums about installation, etc… Update Center http://technet.microsoft.com/en-us/office/ee748587.aspx SharePoint 2007 News: MOSS WITH SP2 slipstream December Cumulative Update available Other Technical Resources – eTechPlanet.com http://www.etechplanet.com/category/SharePoint.aspx http://www.sharepointmn.com

  12. Quick Info • Brian Caauwe • Consultant & Speaker • Email: bcaauwe@inetium.com • Blog: http://blogs.inetium.com/blogs/bcaauwe • MCTS - SharePoint v3 http://www.sharepointmn.com

  13. SharePoint Overview SharePoint Overview

  14. *Disclaimer* All of the information gathered and presented today is based on versions of the software prior to final release. Features and functionality *may still change* before the RTM versions are available. Many of the slides and graphics presented today are based on content released and presented at SPC 09. http://www.sharepointmn.com

  15. Microsoft SharePoint 2007 Collaboration • Outlook Integration • Groove Integration • Docs/Tasks/Calendars • Blogs and Wikis • Project Manager lite Business Intelligence Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Business Processes Rich and Web forms based front-ends, LOB actions, pluggable SSO Enterprise Portal Templates, Site Directory, My Sites, social networking, privacy control Enterprise Search Enterprise scalability, contextual relevance, rich people and business data search Content Management Integrated document management, records management, and Web content management with policies and workflow http://www.sharepointmn.com

  16. Microsoft SharePoint 2010TheBusiness Collaboration Platformfor the Enterprise and the Web Sites Connect and Empower People Composites Communities Cut Costs with a Unified Infrastructure Insights Content Rapidly Respond to Business Needs Search http://www.sharepointmn.com

  17. SharePoint 2010 Timeline Summer 2009 Early previews given to partners Early Fall 2009 First public disclosure at #SPC09 November 2009 PUBLIC BETA: “Beta 2” … Q2-ish 2010 Estimated RTM http://www.sharepointmn.com

  18. SharePoint Evolution • SharePoint Team Services • SharePoint Portal Server 2001 • Windows SharePoint Services 2.0 • Microsoft SharePoint Portal Server 2003 • Windows SharePoint Services 3.0 • Microsoft Office SharePoint Server 2007 http://www.sharepointmn.com

  19. And now in 2010: http://www.sharepointmn.com

  20. More SharePoint 2010… Intranet Internet/Extranet • Enterprise Client Access License (CAL)Standard Client Access License (CAL) New High-End Search New New New Enabling Technologies http://www.sharepointmn.com

  21. Internet / Extranet New in 2010

  22. Enterprise Search (Requires SharePoint Server 2010 and SharePoint Enterprise CAL) http://www.sharepointmn.com

  23. SharePoint Online Intranet Internet/Extranet • Enterprise User Subscription License (USL) • Standard User Subscription License (USL) • Deskless User Subscription License (USL) • Internet Sites Offer • Partner Access Offer New New New • Moving towards parity between on-premises and online • Parity in features and scenarios enabled • Introducing: Enterprise USL, Internet Sites, and Partner Access offers http://www.sharepointmn.com

  24. SharePoint Server 2010 Ribbon UI SharePoint Workspace SharePoint Mobile Office Client Office Web App Integration Standards Support Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS Sites Composites Communities Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Insights Content Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements Search Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline http://www.sharepointmn.com

  25. IT Pro Investments Terabytes of data and multi-million item lists Improved Platform resiliency and redundancy Advanced back-up, restore and disaster recovery Scale with Governance Deployment Flexibility Collaboration across Intranet, Extranet and Internet On-premise and/or hosted options Data storage inside and outside the SharePoint DB IT Productivity Enterprise-wide management capabilities Robust installation and predictable upgrade process Higher availability with better patch management http://www.sharepointmn.com

  26. Developer Investments Rapidly develop solutions with Visual Studio 2010 Application Lifecycle Management & Team Dev Solution quality improved with debugging tools DeveloperProductivity Deployment Platform Rich solution UI with Silverlight, XSLT View, Clean HTML Data Foundation – Relationships, Lookup Better programmability with LINQ, Client API Solution Hosting Standardized WSP Package Deployment SharePoint Online shared solution hosting Install on Vista SP1 or Windows 7 for Developers only http://www.sharepointmn.com

  27. Upgrade Overview Upgrade Overview

  28. Upgrade 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

  29. Upgrade 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

  30. Upgrade 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

  31. Upgrade 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

  32. Upgrade Preparation ToolsWSS v3 / MOSS 2007 SP2 Farm insight • Pre-Upgrade Checker • stsadm -o EnumAllWebs • SPDiag V2 Customizations gathering • stsadm -o ExportIPFSAdminObjects http://www.sharepointmn.com

  33. 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; improved in October 2009 CU • Large amounts of information http://www.sharepointmn.com

  34. 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

  35. http://www.sharepointmn.com

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

  37. SharePoint Architecture SharePoint Architecture

  38. SharePoint 2010 Architecture SharePoint Server Client Apps SharePoint 2007 Architecture 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

  39. SharePoint Server Client Apps SharePoint 2010 Architecture 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

  40. SharePoint Server Client Apps SharePoint 2010 Architecture 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

  41. Break Break

  42. Upgrade Planning Upgrade Planning

  43. Upgrade PlanningHow to manage a complex process • Customer Communications • Farm / Customizations Surveys • Upgrade / 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

  44. Upgrade PlanningCustomer Communications • Communicate • Upgrade Group / Committee • Customer Survey’s • Status updates • Unknown breeds unrest • Closer to launch = more communication http://www.sharepointmn.com

  45. Upgrade 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 http://www.sharepointmn.com

  46. Upgrade PlanningUpgrade 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 http://www.sharepointmn.com

  47. Upgrade PlanningUpgrade Testing / Customizations Testing Custom JavaScript Custom Services Will it work after Upgrade? 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

  48. Upgrade PlanningEnvironment Cleanup • Delete Stale Sites and Webs (Backup) • Remove Extraneous Document Versions • Review Quotas and Locks • Cleanup Templates, Features & Web Parts • Repair Data Issues • Verify Healthy Environment http://www.sharepointmn.com

  49. Upgrade PlanningHardware Build-out • Virtualization • Image / Snapshot base OS • Storage • Service Accounts • Service Applications • Use Wizards http://www.sharepointmn.com

  50. Upgrade PlanningCustomizations Deployment • Solutions • Features • Site Definitions • web.config modifications • Custom Files / Images • IFilters • What did your preupgradecheck say? http://www.sharepointmn.com

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