Best of SharePoint 2010 by eatit762

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									Best of SharePoint 2010


Upgrade Process


SharePoint Online

             Microsoft SharePoint 2010

The business collaboration platform for the Enterprise and the Web
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IT Productivity
                 Upgrade Overview

• Upgrade Methods           • Improved
• Upgrade Preparation         o   Upgrade Status
  Tools                           Reporting
                              o   Upgrade Logging
• PowerShell Upgrade
                              o   Read-only DB Support
• Visual Upgrade
                            • Removed
• Downtime Mitigation
                              o   Gradual Upgrade
                              o   Side By Side Installation
  o   Parallel Upgrade
  o   Read-only Upgrade
Upgrade Process
                    Upgrade Methods

• Supported Scenarios               • Unsupported
  o   In-Place Upgrade                o   Upgrade from earlier than
  o   Database Attach Upgrade:            WSS v3 SP2/MOSS 2007
       • Content Database                 SP2
       • Profile Service Database     o   Direct upgrade from WSS
                                          v2/SPS 2003 or earlier
       • Project Service Database
                                      o   Side by side installation
  o   Single Click Install - SQL
      Migration                       o   Gradual upgrade
       • Windows Internal
         Database (WID) -> SQL
         Express 2008 + File
         Stream RBS
                    Upgrade Preparation Tools

• WSS v3/MOSS 2007              • SharePoint 2010
  SP2                             o   Farm insight
 o   Farm insight                      • stsadm -o
      • Pre-Upgrade Checker              EnumAllWebs
      • stsadm -o                      • SPDiag 2010 (TBD)
      • SPDiag V2                 o   Content database insight
                                       • Test-
 o   Customizations gathering            SPContentDatabase
      • stsadm -o
                      Pre-Upgrade Checker Command

• Details                                 • Rules Files (Partial List)
  o   Reports farm and server               o   Informational
      data                                       • Farm Servers, Databases
      • Identifies useful farm                   • AAM Configuration
        information                              • Lists Site Definitions,
      • Identifies current or potential            Features, Web Parts, Event
        issues                                     Receivers
  o   Modes                                      • Installed Language packs
      • Local server + farm                      • CAML views/CAML content
        databases (default)                        types
      • Local server only                   o   Issues
  o   Makes no changes to                        • Missing Site Definitions,
      environment or data                          Features, Assemblies
  o   Introduced in SP2; improved                • Data orphans
      in October 2009 CU                         • Modified content databases
Pre-Upgrade Check

• Content database insight from O14
• Complements pre-upgrade checker report
• Reports data from server/database pairing
  o   Compares against a specific web application
  o   Identifies current or potential issues:
      •   Data orphans
      •   Missing site definitions
      •   Missing features
      •   Missing assemblies
  o   Can show table sizing metrics
• Scans O12 and O14 content databases
• Makes no changes to the database
              Standard Upgrade Commands

Stsadm –o addcontentdb
                 Visual Upgrade Capability

• Stay in O12 UI (default) or move to O14 UI
  o   O14 ships O12 Master pages and CSS
  o   UI Preview capability
• Farm admin or site admin controlled
  o   Web level setting and OM
• Some items not O12 UI compatible:
  o   My site host
  o   PWA site collection
  o   Report Server web parts
Visual Upgrade
                  Patch Management Capability

• Patching state insight
  o   Patch management UI
  o   Patch reporting PowerShell cmdlet
  o   Patch status health rules
• Backwards compatibility mode
  o   Binaries can be ahead of the database(s)
  o   Defer upgrade for short period of time
  o   Not intended for long duration
                    PowerShell “Upgrade” Cmdlets
 o   Content database B2B/V2V upgrade
 o   Common Scenarios:
     • Initiate/resume content database B2B upgrades
     • Resume failed content database V2V upgrades

 o   Search Service Application Instance B2B upgrade

 o   O12 SSO data to Secure Store database V2V upgrade
                   Downtime Mitigation Processes

• WSS v3/MOSS 2007            • SharePoint 2010
  SP2                           o   Read-only databases
 o   Read-only databases        o   Parallel upgrade farms
 o   Parallel upgrade farms     o   Single farm, multiple
 o   Gradual Upgrade                upgrade sessions
                                o   Content database attach
                                    with AAM redirection
                 Upgrade Logging/Status Reporting

• Upgrade Logging
  o   New – One upgrade log per session
  o   New – Upgrade errors only log
  o   New – Fixed upgrade log schema

• Upgrade Status Reporting
  o   Improved – Upgrade status page
  o   New – Upgrade status history
  o   New – Command line progress indication
Upgrade Logging/Status Reporting
                  Upgrading a MOSS 2007 Farm

• Each SSP upgrades into:
  o   A Search service app
  o   A User Profiles service app
  o   An Excel service app
  o   An App Registry back-compat service app
  o   A new managed metadata service app
• Web application associations are preserved
  o   A proxy is created for each service app
• New databases are created as needed
                      Upgrade Cycle: Overview

                                    •   Requirements/prerequisites
                                    •   Upgrade methods
                                    •   Downtime mitigation
                                    •   Common issues

Validate                                                             Prepare
• Upgrade event failures                                             •   Document environment
• UI/UX issues                                                       •   Manage customizations
• Data issues                                                        •   Plan upgrade strategy
                                                                     •   Make items upgradable

        Implement                                            Test
        •   Build/upgrade farms                              • Build test farms
        •   Deploy customizations                              • Use real data
        •   Minimize downtime                                • Evaluate techniques
        •   Monitor progress                                 • Find issues early
                  Upgrade Cycle: Learn

                            •   Missing dependencies
• 64 bit only               •   UI changes
  • Operating System        •   Lack of space
  • SQL server              •   Forms Authentication

                            • Read-only content
• In-Place
• Database Attach
                            • Parallel upgrades:
  • Content
                               • Multiple temporary
  • Profile
  • Project
                               • Parallel database attach
• WID to SQL Migration
                            • AAM redirection
                            Upgrade Cycle: Prepare

Plan upgrade strategy     Document environment      Manage Customizations   Make items upgradable

                                     Farm                    Identify
    Farm upgrade order                                                              Solutions
                              structure/hierarchy         customizations

    Order of operations        Language packs                                        Features

                                Customizations                                    Site definitions

     Rollback process                                                               Web parts

    Hardware upgrades

    Space requirements

      Spring cleaning
                          Upgrade Cycle: Test

Build Test Farms
• Use real data (copies of entire databases):
  • To identify trouble areas
  • To determine upgrade performance
• Use similar hardware if possible

                                                    Find Issues Early

Evaluate Techniques
•   Upgrade process
•   Downtime mitigation
•   Troubleshooting/Validation
•   Determine and test mitigations before upgrade
                  Upgrade Cycle: Implement

Build/upgrade farms          Minimize downtime
• Services farm              • Use read only with fallback
• Content farm                 environment
                             • Build for upgrade parallelism

Deploy customizations        Monitor progress
• Use Solutions              • Watch upgrade status
  whenever possible            indicators
                             • Ensure upgrade process
                               is on schedule
                    Upgrade Cycle: Validate

Upgrade event
                        Data issues              UI/UX issues

  Review logs to
                           items/database         Ghosting issues
  identify issue

  Implement fixes        Hidden column data       UI Version issues

  Restart/resume        Connectivity issues to   XHTML compliance
     upgrade               data sources              issues
            Preparing For Upgrade

  Learn     • Read upgrade documentation

 Prepare    • Use pre-upgrade checker command on existing environments

            • Test upgrade using Beta 2 bits
  Test      • Try proof of concept with current/upgraded customizations

            • Upgrade to O12 SP2 (with October 2009 CU a plus) *
Implement   • Move to 64 bit hardware, operating system, and SQL

 Validate   • Find issues in Beta
SharePoint Online
                         The Power of Choice!

  On-Premises                 SharePoint Online            SharePoint Online
  Deployments                     Standard                    Dedicated
Self-hosted and managed       Multi-tenant hosting         Dedicated Hosting
Direct access to physical     Shared Hardware              Dedicated Hardware
machines                      Outsourced IT management     Outsourced IT management
Central admin access          Hosted within MS data        Hosted within MS data
Hosted within own data        centers                      centers
centers                       Partial trust code support   Most of the environment is
Entire environment            Support for SharePoint       customizable (Full and
customizable                  Designer based               Partial Trust Code Support)
All accounts, machines, and   customizations               Machine and Process
data within a single AD       Certificate authentication   accounts in a different AD
Forest                        (today) or Forms based       Forest
Available to companies of     authentication (2010)        NTLM Authentication
any size.                     Available for companies      Available for companies
                              with 5+ seats                with 5000+ seats
                                                 SharePoint Online Summary
                           Communitie                                                                                                                              Service
        Sites                                         Content                    Search                    Insights                 Composites
                              s                                                                                                                                    Specific
 RSS Content              People and groups     Document                  Cross site-collection    Integrated business         Forms libraries            Standard, Enterprise,
  Syndication               lists                  Information Panel          search                    intelligence                Custom workflows            Deskless USL
 Privacy & security       Calendars             Document Action Bar       Enterprise content        dashboards                  Centralized forms          Partner Access
 Audience Targeting       Email Integration     Retention and              sources                  Key performance              management and              License
 Site and document        Task Coordination      Auditing policies         Admin &                   indicators                   control
  aggregation              Surveys               Navigation controls        Management               Filter web parts            Design once
 Site Manager             Document              Content publishing        Indexing Controls        Integrated flexible          development model          Shorter RPO/RTO
 Mobile Device             Collaboration         Page Layouts              People search             spreadsheet                 Form import wizard         Automated Custom
  Support                  Issue Tracking        Slide Libraries           Business Data Search      publishing                  Integrated                  Code Validation
 SharePoint sites and     Templates             Document                   (via Federated Query)    Share manage and             deployment model           Customization
  Documents Roll up        Standard Site          Management Site           Authoritative Pages       control spreadsheets         for no-code forms           Deployment
  web parts                 templates              Templates                 Relevance Features       Web-based business          Compatibility               Framework
 Integration with         Social Networking     Standard Enterprise          Did you mean?          intelligence using           Checker
  SharePoint designer       Web part               and Publishing Site          Query                  excel services
 Portal Site Templates    Real time presence     templates                    Recommendation         Data connection                                         Tenant Admin
                                                                                                                                    Improved Forms              Console
 Site Directory            and communication     Policies, auditing and                               libraries
 Colleagues and           Standard Meeting       compliance                                          Business data web
                                                                             Phonetic Search                                       Improved Workflows
  membership web            Site Templates                                                              parts
                                                                                                                                    Business Document
  parts                                                                                                Business data actions
                                                  Improved Content                                                                  Workflow Support
 User Profiles import                                                                                 Report center
                                                   authoring                 Business Data Search                                  Partial trusted
 Multi-lingual user       Improved Wikis and                                                         Web Analytics
                                                  Improved Records           (via Indexing)                                         workflow actions
  interface                 Blogs
                                                   Repository                Hosted FAST                                           Browser based forms
 Extranet access          Tagging
                                                  Metadata and              Configure crawled                                     Improved BDC
                           Rating                                                                     Visio Integration
                                                   Taxonomy                   file type                                              (Read/Write)
                           Note Board                                                                 Improved Usage
 New UX                                          Content Organizer                                                                External Lists
                           Tag Cloud                                                                   Analytics                                                      Other
 Cross Browser                                   Metadata driven                                                                  Improved SharePoint
                           Activity Feed                                                              Access Services
  Support (Safari, IE,                             Navigation                                                                        Designer
                           SharePoint
  FF)                                             Document IDs                                                                     Sandboxed Solutions
 Office 2010 Client                              Document Sets                                       Performance Point                                       Project Online
                           Improved My Sites
  integration                                     Legal Holds                                          Services                                                Custom Managed
                                                  Office Web Apps                                     Single Sign-On                                           Paths
                                                                                                       Claims                                                  Qualified
                                                                                                        Authentication                                           Platform/Validated
                                                  Integration with                                                                                              Apps
                                                   Microsoft                                                                                                    Application
                                                   information rights                                                                                            Marketplace
                                                   management (IRM)
                                                  Site variations

                                                                                                                                                                Geo-distributed

                                                        Online Today                     April 2010                         Sept 2010                     April 2011
SharePoint 2010 Licensing Basics
The 2010 Lineup

 Enabling Technologies
                Related Microsoft Products

                       Offline client for SharePoint, next version of Groove
                       Licensed with Office Client, part of Office Pro+

                       Companions to Word, Excel, OneNote, PowerPoint on the web
                       Licensed as part of Office 2010 client (requires SharePoint
“Office Web Apps”      Foundation or higher)

                       Enterprise Project Management solution
                       SharePoint Enterprise CAL technical dependency

                       New self-service reporting tool
                       Requires SharePoint Enterprise CAL and SQL Enterprise
   PowerPivot          Edition
Thank you!

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