Ready, Set, Upgrade!

This presentation walks you through the process of performing an upgrade from SharePoint 2007 to SharePoint 2010. It covers what you can do today to get ready, the prerequisites for the upgrade, the support upgrade approaches and concludes with an upgrade demonstration.

Transcript

1. READY, SET… UPGRADE! CORY PETERS Chief SharePoint Architect Eastridge Technology, Inc.
2. ABOUT ME • Chief SharePoint Architect at Eastridge Technology, Inc. • MCP, MCTS, VTSP • Gamer, gadget geek, speaker • Working with SharePoint since Portal Server 2003 • Comp Science from NCSU • Worked with all aspects of SharePoint including • Architecture • Administration • Implementation • Development • Branding Blog • http://corypeters.net Twitter • @cory_peters
3. AGENDA • Upgrade Path • Ready… • Terminology • Software and Hardware • Clean up • Set… • Audit your environment • Selecting an approach • Planning for customizations • Upgrade! • Example process • Database attach walkthrough • Visual Upgrade
4. UPGRADE PATH WSS2 / Portal Server 2003 SharePoint 2007 SP2 SharePoint 2010 Assuming no third party utility
5. READY… PREPARING YOUR SOFTWARE, HARDWARE, CONTENT AND USERS
6. TERMINOLOGY • Move roles to an additional Application Server • Roles/services to 64-bit servers Move • Moving content from one system to another • SharePoint 2003/2007 to 2010 • Usually involves a rework or reorganizing of the content Migration • Apply service packs • Apply cumulative updates • Upgrade from 2007 to 2010 Upgrade
7. SOFTWARE SharePoint Server • Windows Server 2008 SP2 64-bit • Windows Server 2008 R2 64-bit SQL Server • SQL Server 2005 SP3 CU3 64-bit • SQL Server 2008 SP1 CU2 64-bit • SQL Server 2008 R2 64-bit (Required for some BI components)
8. HARDWARE • 64-bit • Quad Core 2.5 Ghz CPU • 4GB for Development • 8GB+ for Production Memory • Storage 80GB for install • Additional disk for other purposes Storage 64-bit
9. CLIENT BROWSER • Full functionality • IE7, IE8 32bit • Missing functionality • Firefox 3.6 on Windows, OSX, Unix/Linux • IE7, IE8 64bit • Safari 4.04 and Firefox 3.6 on OS X 10.6 Snow Leopard IE6 not supported for non-publishing sites
10. CLIENT SOFTWARE • If you are running previous versions then you should strongly consider upgrading • Outlook Social Connector • Visio Workflow Integration • InfoPath Improvements • SharePoint Workspace • Office Upload Center
11. CLEAN UP • Backup content then delete old sites and webs • Clean out old document versions • Remove unused solutions, templates, features and web parts • Browser versions • Optimize your environment • Rebalance your databases • Clean up large lists You can start this today!
12. SET… PLANNING FOR YOUR UPGRADE
13. AUDIT THE ENVIRONMENT • SP2 October 2009 CU • Preupgradecheck • Server info • Farm info • Upgrade types supported • Site templates, features, language packs, AAM Urls • OS • Database schema • Orphans • Invalid settings / missing files stsadm -o preupgradecheck Note: This is a read only operation
14. DEMO: PRE-UPGRADE CHECK REVIEW REPORT
15. ADDITIONAL AUDIT CMDS • stsadm -o enumcontentdbs • stsadm -o enumallwebs • stsadm -o enumsolutions
16. DETERMINE AN APPROACH In-Place Database Attach DB Attach w/ AAM Redirect Hybrid #1 Hybrid #2 Migration
17. IN-PLACE PROS • Easy!! (if it works) • Farm settings preserved • Customizations are available (if they were supported) CONS • Requires hardware to be 2010 ready • Must wait for entire farm to complete upgrade before any content comes back online • Scary… no roll-back • All databases auto generated (GUIDs) • Manual uninstall of all 2007 artifacts
18. DATABASE ATTACH PROS • Upgrade multiple databases at one time • Combine multiple farms into one farm at upgrade time • Apply lessons learned during configuration CONS • Very manual • Server and farm settings not upgraded • Customizations transferred manually • Copying large databases over the network can be slow
19. DB ATTACH W/ AAM REDIRECT PROS • Same as DB Attach • Can redirect users back to 2007 environment if the content has not yet been upgraded • Uses 302 Redirect which is universally understood by all browsers CONS • Same as DB Attach • Even more manual than Database Attach • Works for web browsers but not office applications, 3rd party applications stsadm -o addzoneurl –url http://webapp –zonemappedurl http://webapp –urlzone default –redirectionurl http://oldwebapp
20. HYBRID #1 PROS • All content available read- only during upgrade • Hardware and software upgrade • Upgrade multiple databases at once (Parallel upgrade) CONS • Very manual • Server / Farm settings not restored • Customizations transferred manually • Copying large databases over the network can be slow Most Common
21. HYBRID #2 PROS • Preserves farm/server settings • Preserves customizations • Upgrade multiple databases at once • Can offload database upgrade to additional farms if necessary • Faster than in-place upgrade CONS • Extremely manual • Copying large databases over the network can be slow
22. MIGRATION 3rd Party SharePoint • 2001, 2003, 2007 Public Folders File System Documentum eRoom EMC Documentum Lotus Notes Open Text LiveLink/Vignette Oracle/Stellant http://bit.ly/a4SMBg
23. MIGRATION CONT. PROS • Allows reorganization of content • Scheduling of content migration • Supports many source systems including previous versions of SharePoint that are not supported OOTB • Down to item level migration CONS • This is a content move, not an “upgrade”. Ensure that the third party utility is going to move everything you expect it to. 3rd Party http://bit.ly/a4SMBg
24. CUSTOMIZATIONS • 3rd party vendor products / solutions • Ensure 2010 support • Follow vendor upgrade path • Internal customizations • Ensure everything is WSP deployed • Convert to Visual Studio 2010 Projects
25. BEFORE YOU UPGRADE • Ensure everything is working • Take a backup • Test, test, test! • Plan for capacity • Upgrade needs a lot of temporary disk space • Perform your clean up tasks
26. UPGRADE! YOU’VE DONE YOUR HOMEWORK… NOW LET’S GET STARTED
27. HYBRID #1 – THE PROCESS 1. Install new SharePoint 2010 Farm 2. Create all your Web Applications a. Configure AAM and Authentication (FBA, etc) 3. Create your Service Applications a. Search, User Profile, Excel Services, etc 4. Deploy your customizations 5. Set databases to read only in SP2007 Farm 6. Backup databases in SP2007 Farm 7. Copy databases to SP2010 Farm 8. Restore databases to SP2010 Farm 9. Attach databases in SP2010 Farm 10. Update DNS entries
28. ATTACHING A DATABASE • Step 1 • Test-SPContentDatabase -Name DATABASENAME - WebApplication http://webapp
29. ATTACHING A DATABASE • Step 2 • Mount-SPContentDatabase -Name DATABASENAME -WebApplication http://webapp
30. DEMO: ATTACH DATABASE FEATURING OUR FRIEND POWERSHELL
31. DEMO: VISUAL UPGRADE THROUGH THE UI AND AGAIN WITH THE POWERSHELL
32. VISUAL UPGRADE • Get-SPSite http://siteurl | Get-SPWeb | Select Url, UIVersion • Get-SPSite http://siteurl | Get-SPWeb | ForEach- Object { $_.UIVersion = 3; $_.Update(); }
33. RESOURCES • Upgrade Resource Center http://technet.microsoft.com/en- us/sharepoint/ee517214.aspx • Determining upgrade approach http://technet.microsoft.com/en-us/library/cc263447.aspx • Upgrade best practices http://technet.microsoft.com/en-us/library/cc261992.aspx • System requirements for upgrade http://technet.microsoft.com/en-us/library/cc263322.aspx • Plan browser support http://technet.microsoft.com/en-us/library/cc263526.aspx
34. QUESTIONS? http://www.eastridge.net http://facebook.com/#!/EastridgeTechnology http://twitter.com/eastridgetech Contact Us Stay Connected Software Services for Customer Success 102 West Third Street Suite 1250 Winston-Salem, NC 27101 (336) 831-9800 Our Partners