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Migrating to SharePoint 2010

Migrating to SharePoint 2010. Brian Caauwe. Senior Consultant – MCTS, MCITP, MCPD. June 16, 2011. Session Agenda. Introduction SharePoint Overview Upgrade Overview SharePoint Architecture Upgrade Planning Upgrade Cycle Demo Q&A. Who am I?. Brian Caauwe Consultant & Speaker

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Migrating to SharePoint 2010

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  1. Migrating to SharePoint 2010 Brian Caauwe Senior Consultant – MCTS, MCITP, MCPD June 16, 2011

  2. Session Agenda Introduction SharePoint Overview Upgrade Overview SharePoint Architecture Upgrade Planning Upgrade Cycle Demo Q&A

  3. Who am I? • Brian Caauwe • Consultant & Speaker • Email: bcaauwe@avtex.com • Blog: http://blogs.avtex.com/blogs/bcaauwe • MCTS – SharePoint v3 • MCTS – SharePoint v4 • MCITP – SharePoint 2010 • MCPD – SharePoint 2010

  4. Minnesota SharePoint User Group • 2nd Wednesday of the Month • 9:00 – 11:30 AM • SharePoint resources and links • Meeting Schedule • Past User Group Presentations • This Presentation • Next Meeting – 7/13 • SharePoint Integration www.sharepointmn.com

  5. SharePoint Overview

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

  7. Microsoft SharePoint 2010 TheBusiness Collaboration Platform for the Enterprise and the Web Sites Connect and Empower People Composites Communities Cut Costs with a Unified Infrastructure Rapidly Respond to Business Needs Insights Content Search

  8. SharePoint 2010 Timeline Summer 2009 Early previews given to partners Early Fall 2009 First public disclosure at #SPC09 November 2009 PUBLIC BETA: “Beta 2” … May 12 2010 RTM June 2010 First Cumulative Update End of June 2011 Service Pack 1

  9. 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

  10. And now in 2010

  11. 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

  12. Internet / Extranet New in 2010

  13. Microsoft Enterprise Search (Requires SharePoint Server 2010 and SharePoint Enterprise CAL)

  14. Office 365 Public Cloud • Exchange Online • Lync Online • SharePoint Online • Office Professional Plus Public Beta • http://www.microsoft.com/en-us/office365/enterprise/hosted-software.aspx

  15. 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 Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Composites Communities 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 Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline Search

  16. 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

  17. 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

  18. Upgrade Overview

  19. Upgrade Overview What’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

  20. Upgrade Overview What’s Different Changed Upgrade Methods Improved Upgrade Status Reporting Upgrade Logging Read-only DB Support Removed Gradual Upgrade Side By Side Installation

  21. Upgrade Methods Supported 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

  22. Upgrade Methods Unsupported 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

  23. Upgrade Preparation Tools WSS v3 / MOSS 2007 SP2 Farm insight • Pre-Upgrade Checker • stsadm -o EnumSites • stsadm -o EnumAllWebs • stsadm -o Databaserepair Moving Content • stsadm -o export / import • stsadm -o mergecontentdbs Customizations gathering • stsadm -o ExportIPFSAdminObjects

  24. Pre-Upgrade Checker Command stsadm -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

  25. Pre-Upgrade Checker Command stsadm -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

  26. Pre-Upgrade Checker Command stsadm -o preupgradecheck [-localonly]

  27. Upgrade Preparation Tools SharePoint 2010 Farm insight • stsadm -o EnumAllWebs • SPDiag3.0 • http://technet.microsoft.com/en-us/library/hh144782.aspx Content database insight • Test-SPContentDatabase

  28. SharePoint Architecture

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

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

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

  32. Break

  33. Upgrade Planning

  34. Upgrade Planning How 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

  35. Upgrade Planning Customer 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

  36. Upgrade Planning Farm / 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

  37. Upgrade Planning Upgrade Testing / Customizations Testing Upgrade Issues • Over wide lists • Versioning • 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 Upgrade Process - Visio Diagram

  38. Upgrade Planning Upgrade Testing / Customizations Testing Will it work after Upgrade? 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

  39. Upgrade Planning Environment 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

  40. Upgrade Planning Hardware Build-out Virtualization Image / Snapshot base OS Storage & I/O Service Accounts Service Applications Use Wizards Fix Build bug • Get-SPProduct -Local

  41. Upgrade Planning Customizations 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

  42. Upgrade Planning Backups Before Upgrade 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

  43. Upgrade Planning Operations 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.

  44. Upgrade Planning Rollback / 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

  45. Upgrade Planning Post-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)

  46. Upgrade Planning Post-Upgrade 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

  47. Upgrade Planning Ongoing 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

  48. Upgrade Cycle

  49. Upgrade Cycle

  50. Upgrade Cycle Learn Prerequisites - x64 hardware • SharePoint • SQL Common Issues • Customizations • Space Upgrade Methods • In-Place • DB Attach

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