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Upgrading Drill Down: SharePoint 2010 Joel Oleson SharePoint Architect Quest Software http://sharepointjoel.com @joeloleson
Who is SharePoint Joel? 10 Years of SharePoint SharePoint Product Architect, Evangelist & Strategy @ Quest Twitter: @joeloleson Email: joel.oleson@quest.com
Upgrade Cycle: Overview
Pre Upgrade
SharePoint 2010 Requirements SharePoint 2007 SP2 Update (December CU recommended) 64 bit operating system for application servers Windows Server 2008 or 2008 R2 64 bit SQL Server SQL 2005 SP3 CU3/2008 SP1 CU2/2008 R2 For Development environments 64-bit Vista SP1 and Windows 7 Virtualization is supported and very common
Learning from PreUpgradeCheck
PreUpgradeCheck Failed Report (snippets)
SharePoint PreUpgradeCheck Report
Test-SPContentDatabase
Upgrade
Insight on Upgrade Binary Upgrade In Place - New Timeout, Resume on failures Database Attach - New Parallel, Progress Indicator Visual Upgrade Separate process Delegation by default
In-Place Upgrade All-at-once upgrade Must upgrade the whole farm at one time No SP 2007 and SP2010 in same farm Schedule downtime Simplest approach, but *most risky*! No going back Resume Upgrade if problems occur Recommendations Run Test-SPContentDatabase from SP 2010 farm against databases Do a full farm backup before you start!
In Place - Binary Approach to Upgrade Caution: Not recommended for most deployments…
Psconfig –cmd upgrade
Psconfig Upgrade Continued
Database Attach Upgrade Safer, Requires more planning (A good thing) Upgrade is done on a separate 2010 farm Done database-by-database  Can be used with 2nd step visual upgrade Use Test-SPContentDatabase (PowerShellcmdlet) to test database first To attach Mount-SPContentDatabase (PowerShell) STSADM –o Addcontentdb operation Parallel database upgrades are possible
Attaching Database to SP2010 Farm
Central Admin Upgrade Status
Read-Only Databases
DB Attach- Binary Approach to Upgrade  Recommended for most deployments…
Visual Upgrade Stay in 2007 (default) or move to 2010 UI 2010 ships 2007 Master pages and CSS UI Preview capability Farm admin or site admin controlled Web level setting Some items not 2007 UI compatible My site host PWA site collection Report Server web parts
Post Binary Upgraded Site: Preview Visuals
Visual Upgrade Options
Tactical Insights
TroubleshootingIssues Determine cause of failure Status Page & Upgrade Logs: Error log Full upgrade log Customizations Management Commands: Test-SPContentDatabase stsadm -o EnumAllWebs Deletesite/Deleteweb Fix issue(s) Install missing or updated customizations Activate missing services; farm, web app settings Resume upgrade Farm upgrade command Content database specific upgrade command Service specific powershell upgrade commands
Upgrade Strategies
PowerShell Upgrade Cmdlets Test-SPContentDatabase Discover and Document issues 2007/2010 Mount-SPContentDatabase Initiate Content database B2B/V2V upgrade Upgrade-SPContentDatabase Resume Content database B2B/V2V upgrade Upgrade-SPEnterpriseSearchServiceApplication Search Service Application Instance Upgrade-SPSingleSignOnDatabase O12 SSO data to Secure Store database
Upgrade TestingWhat are you looking for in a test? Upgrade Issues Disk Full!!! Modified databases Customizations Authentication providers Poor dev practices Recommendations Test server side customizations & verify in both Visual Upgrade modes Consider preview environments Similar hardware, Use real datasets Don’t ignore warnings
Binary Approaches to Upgrade - Hybrid
SSP to Service App Each SSP upgrades into: A Search service app A User Profiles service app An Excel service app An App Registry back-compat service app New Services can be activated/added
Visual Upgrade Caution AAM redirection features is complex.  Don’t use it if you don’t have to. No Visual backward compatible UI for My Sites Database Attach into My Site Host In place upgrade your My Site Host Other Services UI may be impacted Project Web Access site collection Reporting Server web parts
Just Released to the Web SharePoint 2010: Best Practices for Upgrading and Migrating Get Prescriptive guidance on Upgrade Methods Drill deep into assessment tools Compare Migration tools Save yourself time Print edition coming soon.
Why Consider third party tools? Getting out of customizations… Custom site definitions Modified Databases Restructuring Quest Migration Manager 2003 to 2010 with post Migration Sync 2007 to 2010 in beta (RTM in 60 days) Free Site Storage Reports Freeware http://www.quest.com/reportsforsharepoint www.quest.com
Featured Speakers Keynote Speaker  Ben Curry, MVP, MCT, MCP, MCTS Managing Consultant, Summit 7 Systems  Dan Holme, MVPPrincipal Consultant/ Intelliem Spencer Harbar, MCM, MVPEnterprise Architect, Combined Knowledge  Zlatan Dzinic, MVPEnterprise Content Management Lead  Agnes Molnar, MVPSenior Consultant and Solutions Architect Muhanad Omar, MVPSharePoint Specialist, Devosis, Inc. Paul Swider, MCTEnterprise SharePoint Strategist , OnClick Solutions Richard TaylorShrePoint Architect ,MCT Dan Wessels, MVPCo-Founder and Managing Director, MicroVation GmbH.
Thanks!
Learn More about SharePoint 2010 Information forIT Prosat TechNet http://MSSharePointITPro.com Information forDevelopersat MSDN http://MSSharePointDeveloper.com Information forEveryone http://SharePoint.Microsoft.com

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SharePoint 2010 Upgrade User Group and SharePoint Saturday

  • 1. Upgrading Drill Down: SharePoint 2010 Joel Oleson SharePoint Architect Quest Software http://sharepointjoel.com @joeloleson
  • 2. Who is SharePoint Joel? 10 Years of SharePoint SharePoint Product Architect, Evangelist & Strategy @ Quest Twitter: @joeloleson Email: joel.oleson@quest.com
  • 5. SharePoint 2010 Requirements SharePoint 2007 SP2 Update (December CU recommended) 64 bit operating system for application servers Windows Server 2008 or 2008 R2 64 bit SQL Server SQL 2005 SP3 CU3/2008 SP1 CU2/2008 R2 For Development environments 64-bit Vista SP1 and Windows 7 Virtualization is supported and very common
  • 11. Insight on Upgrade Binary Upgrade In Place - New Timeout, Resume on failures Database Attach - New Parallel, Progress Indicator Visual Upgrade Separate process Delegation by default
  • 12. In-Place Upgrade All-at-once upgrade Must upgrade the whole farm at one time No SP 2007 and SP2010 in same farm Schedule downtime Simplest approach, but *most risky*! No going back Resume Upgrade if problems occur Recommendations Run Test-SPContentDatabase from SP 2010 farm against databases Do a full farm backup before you start!
  • 13. In Place - Binary Approach to Upgrade Caution: Not recommended for most deployments…
  • 16. Database Attach Upgrade Safer, Requires more planning (A good thing) Upgrade is done on a separate 2010 farm Done database-by-database Can be used with 2nd step visual upgrade Use Test-SPContentDatabase (PowerShellcmdlet) to test database first To attach Mount-SPContentDatabase (PowerShell) STSADM –o Addcontentdb operation Parallel database upgrades are possible
  • 17. Attaching Database to SP2010 Farm
  • 20. DB Attach- Binary Approach to Upgrade Recommended for most deployments…
  • 21. Visual Upgrade Stay in 2007 (default) or move to 2010 UI 2010 ships 2007 Master pages and CSS UI Preview capability Farm admin or site admin controlled Web level setting Some items not 2007 UI compatible My site host PWA site collection Report Server web parts
  • 22. Post Binary Upgraded Site: Preview Visuals
  • 24.
  • 26. TroubleshootingIssues Determine cause of failure Status Page & Upgrade Logs: Error log Full upgrade log Customizations Management Commands: Test-SPContentDatabase stsadm -o EnumAllWebs Deletesite/Deleteweb Fix issue(s) Install missing or updated customizations Activate missing services; farm, web app settings Resume upgrade Farm upgrade command Content database specific upgrade command Service specific powershell upgrade commands
  • 28. PowerShell Upgrade Cmdlets Test-SPContentDatabase Discover and Document issues 2007/2010 Mount-SPContentDatabase Initiate Content database B2B/V2V upgrade Upgrade-SPContentDatabase Resume Content database B2B/V2V upgrade Upgrade-SPEnterpriseSearchServiceApplication Search Service Application Instance Upgrade-SPSingleSignOnDatabase O12 SSO data to Secure Store database
  • 29. Upgrade TestingWhat are you looking for in a test? Upgrade Issues Disk Full!!! Modified databases Customizations Authentication providers Poor dev practices Recommendations Test server side customizations & verify in both Visual Upgrade modes Consider preview environments Similar hardware, Use real datasets Don’t ignore warnings
  • 30. Binary Approaches to Upgrade - Hybrid
  • 31. SSP to Service App Each SSP upgrades into: A Search service app A User Profiles service app An Excel service app An App Registry back-compat service app New Services can be activated/added
  • 32. Visual Upgrade Caution AAM redirection features is complex. Don’t use it if you don’t have to. No Visual backward compatible UI for My Sites Database Attach into My Site Host In place upgrade your My Site Host Other Services UI may be impacted Project Web Access site collection Reporting Server web parts
  • 33. Just Released to the Web SharePoint 2010: Best Practices for Upgrading and Migrating Get Prescriptive guidance on Upgrade Methods Drill deep into assessment tools Compare Migration tools Save yourself time Print edition coming soon.
  • 34. Why Consider third party tools? Getting out of customizations… Custom site definitions Modified Databases Restructuring Quest Migration Manager 2003 to 2010 with post Migration Sync 2007 to 2010 in beta (RTM in 60 days) Free Site Storage Reports Freeware http://www.quest.com/reportsforsharepoint www.quest.com
  • 35.
  • 36. Featured Speakers Keynote Speaker Ben Curry, MVP, MCT, MCP, MCTS Managing Consultant, Summit 7 Systems Dan Holme, MVPPrincipal Consultant/ Intelliem Spencer Harbar, MCM, MVPEnterprise Architect, Combined Knowledge Zlatan Dzinic, MVPEnterprise Content Management Lead Agnes Molnar, MVPSenior Consultant and Solutions Architect Muhanad Omar, MVPSharePoint Specialist, Devosis, Inc. Paul Swider, MCTEnterprise SharePoint Strategist , OnClick Solutions Richard TaylorShrePoint Architect ,MCT Dan Wessels, MVPCo-Founder and Managing Director, MicroVation GmbH.
  • 38. Learn More about SharePoint 2010 Information forIT Prosat TechNet http://MSSharePointITPro.com Information forDevelopersat MSDN http://MSSharePointDeveloper.com Information forEveryone http://SharePoint.Microsoft.com