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Feb10 Sharepoint 2010 Upgrade and Deployment

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									                                       Philadelphia Area SharePoint
                                       User Group




      SharePoint 2010 Upgrade

Martin Y. Leveille
Sharepoint Deployment Technical Lead
RJB Technical Consulting, Inc.
martin.leveille@rjbtech.com
twitter: @martinyleveille
www.rjbtech.com
                                                        Philadelphia Area SharePoint
                                                        User Group

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



Validate                                                                 Prepare
• Upgrade event failures                                                 • Document environment
• UI issues                                                              • Manage customizations
• Data issues                                                            • Plan upgrade strategy




                Implement                                  Test
                •   Build/upgrade farms                    • Build test farms
                •   Deploy customizations                    • Use real data
                •   Minimize downtime                      • Evaluate techniques
                •   Monitor progress                       • Find issues early
                            Philadelphia Area SharePoint
                            User Group

Preparing For Upgrade
What you can do to get ready
  Learn     • Read upgrade documentation



 Prepare    • Use pre-upgrade checker command on
              existing environments

            • Test upgrade
   Test     • Try proof of concept with current/upgraded
              customizations
            • Upgrade to MOSS SP2 (with October 2009 CU
Implement     a plus)
            • Move to 64 bit hardware, operating system,
              and SQL


 Validate   • Find issues
                                         Philadelphia Area SharePoint
                                         User Group

Learn


        Learn
        •   Requirements/prerequisites
        •   Upgrade methods
        •   Downtime mitigation
        •   Common issues
                       Philadelphia Area SharePoint
                       User Group




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



                        • Read-only content
                          databases
• In-Place
                        • Parallel upgrades:
• Database Attach
                           • Multiple temporary
  • Content
                             farms
  • Profile
                           • Parallel database
  • Project
                             attach
                        • AAM redirection
                            Philadelphia Area SharePoint
                            User Group


Upgrade Overview
New                         Changed
• Upgrade Preparation       • Upgrade Methods
  Tools
• Windows PowerShell        •   Improved
  Upgrade Cmdlets           •   Upgrade Status Reporting
• Feature Upgrade           •   Upgrade Logging
• Visual Upgrade            •   Read-only DB Support
• Downtime Mitigation
  Processes:
   – Parallel Upgrade       Removed
     Pipelines              • Gradual Upgrade
   – Content DB Upgrade     • Side By Side Installation
     with AAM Redirection
                                Philadelphia Area SharePoint
                                User Group
SharePoint 2010 Upgrade
Option 1 – In-place upgrade

• All-or-nothing upgrade requires prep work
• Hardware / Software environment needs
  to be appropriate
   – 64bit Windows Server 2008 SP2 OR 64bit Windows
     Server R2
   – 64bit SQL 2008 SP1+CU OR 64bit SQL 2005 SP3+CU
       • Consider this a minimum
   – Source WSSv3/MOSS 2007 environment needs
     to have SP2
• Standard in-place caution recommended
                                Philadelphia Area SharePoint
                                User Group


In-Place Upgrade and your farm

• Each SSP upgrades into:
   – A Search service app
   – A User Profiles service app
   – An Excel service app
   – An Application Registry backward-compatible service
     app
   – A new managed metadata service app
• Web application associations are preserved
   – A proxy is created for each service application
• New databases are created as needed
                               Philadelphia Area SharePoint
                               User Group


Visual Upgrade Capability
• Stay in MOSS 2007 UI (default) or move to
  Sharepoint 2010 UI
   – Sharepoint 2010 ships MOSS 2007 Master pages and
     CSS
   – UI Preview capability
• Farm admin or site admin controlled
   – Web level setting
• Some items not MOSS 2007 UI compatible:
   – My site host
   – Report Server web parts
                                  Philadelphia Area SharePoint
                                  User Group
SharePoint 2010 Upgrade
Option 2 – Central Admin DB Attach

• Central Admin - DB Attach
   – Content DB and Profile DB are all supported
• Supports both build-to-build (b2b) and version-to-
  version (v2v) scenarios*
• Scoped at the content database level – one at a time
• Includes visual upgrade
                             Philadelphia Area SharePoint
                             User Group
SharePoint 2010 Upgrade
Option 3 – Powershell DB attach

• PowerShell Cmdlets – DB Upgrade
   – Upgrade-SPContentDatabase
• Supports both build-to-build (b2b)
  and version-to-version (v2v) scenarios*
• Similar to the Central Admin option
• Scoped at the database level
• Supports parallel db upgrades
   – Upgrade many DBs simultaneously
                                 Philadelphia Area SharePoint
                                 User Group

Windows PowerShell Upgrade Cmdlets
• Upgrade-SPContentDatabase
• Content database B2B/V2V upgrade
• Common Scenarios:
    – Initiate/resume content database B2B upgrades
    – Resume failed content database V2V upgrades


•   Upgrade-SPEnterpriseSearchServiceApplication
•   Search Service Application Instance B2B upgrade
•   Upgrade-SPSingleSignOnDatabase
•   MOSS 2007 SSO data to Secure Store database V2V
    upgrade
                             Philadelphia Area SharePoint
                             User Group


Upgrade Logging/Status Reporting
• Upgrade Logging
   – New – One upgrade log per session
   – New – Upgrade errors only log
   – New – Fixed upgrade log schema


• Upgrade Status Reporting
   – Improved – Upgrade status page
   – New – Upgrade status history
   – New – Command line progress indication
                                Philadelphia Area SharePoint
                                User Group
SharePoint 2010
Unsupported scenarios for upgrade

• No support for direct WSSv2 or
  SPS 2003 upgrades
• No support for side-by-side installs of WSSv3/MOSS 2007
  and WSSv4/SharePoint 2010
• No gradual upgrade
• No support for 32bit environments
  (e.g. Virtual Server)
• Limited support for co-existence
• No support for migration to SharePoint 2010 Online
                   Philadelphia Area SharePoint
                   User Group

Default Services
                   Philadelphia Area SharePoint
                   User Group

Default Services
                   Philadelphia Area SharePoint
                   User Group

Default Services
                               Philadelphia Area SharePoint
                               User Group

Prepare


     Prepare
     • Document environment
     • Manage customizations
     • Plan upgrade strategy
                                                           Philadelphia Area SharePoint
                                                           User Group


              Prepare

Plan upgrade strategy     Document environment      Manage Customizations   Make items upgradable

                                     Farm                    Identify
    Farm upgrade order        structure/hierarchy         customizations             Solutions

                                                              Collect
    Order of operations         Language packs            customizations             Features

        Downtime
      limits/mitigate           Customizations                                    Site definitions

     Rollback process                                                               Web parts

    Hardware upgrades

    Space requirements

      Spring cleaning
                        Philadelphia Area SharePoint
                        User Group

Accounts Needed for Setup
                                Philadelphia Area SharePoint
                                User Group
Environment Cleanup
Spring cleaning for a healthy farm
• Delete Stale Sites and Webs (Backup First)
   – stsadm -o DeleteSite [-force] [-gradualdelete]
   – stsadm -o DeleteWeb [-force]
• Remove Extraneous Document Versions
   – Primarily user driven, OM operations or tools help
• Cleanup Templates, Features, & Web Parts
   – Primarily user driven, OM operations or tools help
• Repair Data Issues
   – stsadm -o DatabaseRepair [-deletecorruption]
   – stsadm -o ForceDeleteList
   – stsadm -o VariationsFixupTool
                                                  Philadelphia Area SharePoint
                                                  User Group

Operations Scheduling

 Schedule       Operation
 Friday
                Start backups
 2200hrs
 Saturday
                Start upgrade of content farm/databases
 0000hrs
 Sunday         Upgrade must be effectively complete, or rollback of
 1200hrs        environment must begin
 Monday         Environment must be completely working, either as
 0600hrs        original version or new version

•   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.
                                  Philadelphia Area SharePoint
                                  User Group

Upgrade Methods
Supported Scenarios               Unsupported Scenarios
• In-Place Upgrade                • Upgrade from earlier
• Database Attach Upgrade:          than WSS v3 SP2/MOSS
   –   Content Database             2007 SP2
   –   Profile Service Database   • Direct upgrade from WSS
                                    v2/SPS 2003 or earlier
                                  • Side by side installation
                                  • Gradual upgrade
                              Philadelphia Area SharePoint
                              User Group

Upgrade Preparation Tools

WSS v3/MOSS 2007 SP2          SharePoint 2010
• Farm review                 • Farm review
   – Pre-Upgrade Checker         – stsadm -o EnumAllWebs
   – stsadm -o EnumAllWebs       – SPDiag 2010 (TBD)
   – SPDiag V2
                              • Content database review
• Customizations gathering       – Test-SPContentDatabase
   – stsadm -o
     ExportIPFSAdminObjects
                                       Philadelphia Area SharePoint
                                       User Group


Test-SPContentDatabase
• Content database review from Sharepoint 2010
• Complements pre-upgrade checker report
• Reports data from server/database pairing
    –   Compares against a specific web application
    –   Identifies current or potential issues:
          • Data orphans
          • Missing site definitions
          • Missing features
          • Missing assemblies
    –   Can show table sizing metrics
• Scans MOSS 2007 and Sharepoint 2010 content databases
• Makes no changes to the database
                               Philadelphia Area SharePoint
                               User Group

Test


       Test
       • Build test farms
         • Use real data
       • Evaluate techniques
       • Find issues early
                                        Philadelphia Area SharePoint
                                        User Group

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
            Philadelphia Area SharePoint
            User Group
Demo


       • Pre-Upgrade Checker
                                 Philadelphia Area SharePoint
                                 User Group

Implement


     Implement
     •   Build/upgrade farms
     •   Deploy customizations
     •   Minimize downtime
     •   Monitor progress
                         Philadelphia Area SharePoint
                         User Group


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
                              Philadelphia Area SharePoint
                              User Group

          Wizards


• Microsoft SharePoint Products and Technologies 14
  Preparation Tool
• Setup Wizard
• SharePoint Product and Technologies Configuration
  Wizard
• Server Farm Configuration Wizard
                                                   Philadelphia Area SharePoint
                                                   User Group
Microsoft SharePoint Products and Technologies
Preparation Tool
•   A.K.A. prerequisite installer
•   Installs files from \PrerequisiteInstallerFiles
•   Confirms/installs:
     –   IIS 7.0
     –   Microsoft® SQL Server® Client
     –   Microsoft Filter Pack 14
     –   PowerShell 2.0 (download)
     –   Windows Installer 4.5 (download)
     –   Microsoft® .NET Framework 3.5 SP1
         (download)
     –   Microsoft Sync Framework Runtime 1.0
     –   Microsoft “Geneva” Framework (download)
     –   Microsoft Server Speech Language Pack
         (English-U.S.) version 6.0
     –   Microsoft Chart Controls for Microsoft .NET
         Framework 3.5
     –   Microsoft Unified Communications Managed
         API 2.0 Speech
                                  Philadelphia Area SharePoint
                                  User Group

Setup Wizard

• Prerequisite checks
• Server type
    – Complete
    – Standalone
    – WFE only (scripted only)
• Binary installation (14 hive)
• Registry changes
                                  Philadelphia Area SharePoint
                                  User Group
SharePoint Product and Technologies
Configuration Wizard
• Post-setup configuration wizard (PSCONFIG.EXE)
   –   New farm
   –   Database server and database name
   –   Database access account and password
   –   Port for Central Administration
   –   Authentication provider (Kerberos or NTLM)
                          Philadelphia Area SharePoint
                          User Group

Specify Farm Security Settings
             Philadelphia Area SharePoint
             User Group
Demo


       • In-Place Upgrade
                          Philadelphia Area SharePoint
                          User Group

       Farm Configuration Wizard



• Access Services         • Secure Store Service
• Application             • State Service
  Registry Service        • Usage and Health
• Business Data Catalog     data collection
• Excel® Services         • Visio® Graphics Service
• Lotus Notes Connector   • Web Analytics Web
• Managed Metadata          Service
  Service                 • Word Conversion
• People                    Service application
• Search Service
  application
                                  Philadelphia Area SharePoint
                                  User Group

Configure Search Service Application
• Configure farm-wide search     • Create additional content
  dashboard/settings               sources
    –   Search timeout               –   Create crawl schedules
    –   Ignore SSL warnings          –   Add priority
• Default content access             –   Crawl rules
  account                        • Promote crawled properties
• Specify the contact              to managed properties
  e-mail address                 • Create scopes
• Proxy server                   • Search Center
• Add crawl rules                    –   Add user permission
• Install third party iFilters   • More – federation, server
  and configure file types         name mappings, result
                                   removal, host distribution
                                   rules, etc.
                                  Philadelphia Area SharePoint
                                  User Group

Configure Search Service Application

• Enable search reporting
• Enable people search
• Add user profiles to the People service application
   – Configure My Site settings
   – Crawl the profile store
                                  Philadelphia Area SharePoint
                                  User Group

Backup/Restore Databases
• Set content databases as read-only
• Backup databases
    –   Content databases
    –   SSP database
• Restore backups to new SQL Server or as new database names to
  same SQL Server
                             Philadelphia Area SharePoint
                             User Group

Verify Databases

• Use test-spcontentdatabase cmdlet
   – Missing customization
• Before navigating to the site,
  check permissions
                                     Philadelphia Area SharePoint
                                     User Group

Customizations

• Copy new site definitions into site templates
     – Install upgrade definition file
•   Copy CSS and images
•   Web parts
•   Web services
•   Install features
•   Install solutions (hopefully you have these)
•   Web.config changes (for example, security)
                                 Philadelphia Area SharePoint
                                 User Group
Add the Content Databases to the Web
Applications

• Create Web application(s)
• Remove content database
• Begin attaching content databases
• Root site for Web application must be included in the
  first content database
• stsadm -o addcontentdb -url <URL>
  -databasename <database name>
• Repeat for each content database
• Multiple databases at once with multiple instances
    – Pay close attention to Microsoft® SQL Server® performance
                                 Philadelphia Area SharePoint
                                 User Group

Database Attach Process
•   Two log files created per database attached
•   Header in *.log file provides content database name
•   Progress is reported
•   Use tail.exe or similar tool to watch progress
                          Philadelphia Area SharePoint
                          User Group


More Configuration
•   Web.config settings – application settings
•   AAMs
•   Trusted paths
•   Managed paths
•   Farm level permissions
•   BDC setup
                                 Philadelphia Area SharePoint
                                 User Group

SSP Upgrade

•   Pre-work (used to be SSP)
•   Create a new, blank Web application
•   Start People service and the Managed Metadata service
•   Create a new Metadata service
•   Create a new application pool
•   New People service
•   Proxy needed
    – Associate the new proxy with the default proxy group
                                 Philadelphia Area SharePoint
                                 User Group

My Sites

• Database attach into empty Web application
• People service you want to associate with the My Sites
   – Setup My Sites
   – My Site host is in your content database
   – Check or set inclusions
                                   Philadelphia Area SharePoint
                                   User Group

Post-Upgrade Activities
• Find and Fix Issues             • Forms Based Authentication
   – Missing Templates                –   Modify config files
                                      –   Fix-up user identifiers
   – Deprecated Templates
       • SSP Admin Site           • User Experience
       • Great Plains (STSPKPL)       –   Unghosted pages
                                      –   Non-reghostable pages
   – Missing Features
                                      –   Incompatible HTML
   – Deprecated Features
           – PortalLayouts        • Content Issues
                                      –   Large/wide lists
   – Missing Assemblies
       • Web parts (STSPKPL)
                                 Philadelphia Area SharePoint
                                 User Group

Validate


      Validate
      • Upgrade event failures
      • UI/UX issues
      • Data issues
                             Philadelphia Area SharePoint
                             User Group


Validate
 Upgrade
  event            Data issues          UI/UX issues
 failures
                       Orphaned
 Review logs to
                    items/database         Ghosting issues
 identify issue
                       corruption


                    Hidden column
 Implement fixes                          UI Version issues
                        data


                     Connectivity
 Restart/resume                                XHTML
                    issues to data
    upgrade                               compliance issues
                       sources
                                Philadelphia Area SharePoint
                                User Group

Validate

• Verify High Impact/High Profile sites
• Create a new Site Collection/Libraries and verify basic
  functionality
• Application event log and upgrade log failures
• UI/UX issues (XHTML/XSLT/MasterPages)
• External Data Sources
• Security requires special attention
  post-upgrade:
   – For example, migration to claims
             Philadelphia Area SharePoint
             User Group
Demo


       • Visual Upgrade
                               Philadelphia Area SharePoint
                               User Group

Downtime Mitigation Processes
WSS v3/MOSS 2007 SP2       SharePoint 2010
• Read-only databases      • Read-only databases
• Parallel upgrade farms   • Parallel upgrade farms
• Gradual Upgrade          • Single farm, multiple upgrade
                             sessions
                           • Content database attach with
                             AAM redirection
                                Philadelphia Area SharePoint
                                User Group

Upgrade Failure Prevention


• Perform Farm Analysis
   – stsadm -o PreUpgradeCheck (Updated in Oct 2009 CU)
   – stsadm -o EnumAllWebs (Updated in Oct 2009 CU)
• Get Farm Healthy (Spring Cleaning)
• Gather/Install Server Side Customizations
   – stsadm -o ExportIPFSAdminObjects
• Test Upgrade Beforehand
• Perform Database Content Check (optional)
   – Test-SPContentDatabase
                                          Philadelphia Area SharePoint
                                          User Group

Upgrade Failure Recovery

1.   Determine cause of failure
     –   Status Page & Upgrade Logs:
          • Error log
          • Full upgrade log
     –   Customizations Management Commands:
          • Test-SPContentDatabase
          • stsadm -o EnumAllWebs
2.   Fix issue(s)
     –   Install missing or updated customizations
     –   Activate missing services; farm, web app settings
3.   Resume upgrade
     –   Farm upgrade command
     –   Content database specific upgrade command
     –   Service specific upgrade commands
             Philadelphia Area SharePoint
             User Group
Demo


       • Upgrade error logs.
                      Philadelphia Area SharePoint
                      User Group


     What next?



http://sharepoint2010.microsoft.com
            Philadelphia Area SharePoint
            User Group




Question?
                                       Philadelphia Area SharePoint
                                       User Group




                  Thank You!!!...

Martin Y. Leveille
Sharepoint Deployment Technical Lead
RJB Technical Consulting, Inc.
martin.leveille@rjbtech.com
twitter: @martinyleveille
www.rjbtech.com

								
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