SPCSEA 2013 - Upgrading to SharePoint 2013

Partner

Platinum Sponsor

Upgrade to SharePoint 2013: A Methodical Approach

Michael Noel

USA

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2Southeast Asia’s biggest SharePoint event!

Singapore January 16-17, MAXatria @Singapore Expo Launch event featuring SharePoint 2013, Office

2013, Lync 2013 and O365 Special Half day C3 Keynotes session

Largest exhibition of products and services International SpeakersPre and Post Conference Workshops

3Michael Noel Author of SAMS Publishing titles “SharePoint 2013 Unleashed,” “Exchange Server

2013 Unleashed”, “Windows Server 2012 Unleashed,” and over fifteen other titles with worldwide circulation of over a quarter million in 20 languages worldwide

Partner at Convergent Computing (www.cco.com / +1(510)444-5700) – San Francisco, U.S.A. based Infrastructure/Security specialists for SharePoint, AD, Exchange, Security

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What we will cover

Upgrade Fundamentals Requirements for Upgrade Version to Version and Build to Build Specifics Third-Party vs. MS Approach

Pre-Upgrade Tasks Claims Upgrade Content Upgrade Service Application Upgrade

Managed Metadata Upgrade User Profile Synch Upgrade

Post-Upgrade Tasks

Upgrade Fundamentals

Understanding the Best Practices around SharePoint 2013 Upgrade

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Upgrade to SharePoint 2013 In-Place Upgrade is NOT SupportedDatabase Attach is the only supported MS upgrade

optionOnly the following databases can be upgraded:

Content Databases Business Data Connectivity Managed Metadata PerformancePoint Secure Store Search User Profile (Profile, Social, and Sync DBs)

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Assessing What to UpgradeJust because you can upgrade a Service

Application DB, doesn’t mean that you necessarily should

Only upgrade those SAs that have critical data in them. If you haven’t invested anything into UPA or the Managed Metadata store, simply create new ones in SP 2013.

This will keep the process simple.A content-only migration can be made relatively

simple by following this rule

Upgrade to SharePoint 2013Microsoft Approach ONLY allows upgrade from

SharePoint 2010 directly to SharePoint 2013Upgrades from SharePoint 2007 or SharePoint

2003 must first upgrade to SharePoint 2010 first.3rd Party tools remedy this, but for additional cost

Upgrade to SharePoint 2013Build to Build and Version to Version are SupportedBut can’t move ‘down’ in versions…For example, the following is supported:

SP Foundation 2010 to SP Foundation 2013 SP Foundation 2010 to SP Server 2013 (Std. or Ent) SP Server 2010 Std. to SP Server 2013 Std. SP Server 2010 Std. to SP Server 2013 Ent. SP Server 2010 Ent. to SP Server 2013 Ent.

But the following is NOT supported: Ent to Std. Server to SPF

Upgrade: Chance to Rearchitect Design completely new farm

based on Best Practices Move to new version of SQL

(2012 ideally,) including moving off of SQL Express

Incorporate High Availability and Disaster Tolerance

Prepare the new farm in tandem, while the old one is running – test for functionality and upgrade

Upgrade: Take Advantage of SQL 2012 AlwaysOn Availability Groups

Upgrade: Test the ProcessRun a ‘dry run’ of the migration process on the

newly built SharePoint farmTest out migration of all content, ideallyAt a minimum, a ‘spot migration’ of content should

be performedHave content owners identify if migration was

successfulWhen complete, delete the databases and migrate

again

Prepare for UpgradeA Cautioned Approach

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Prepare for Upgrade Recreate the following on the new farm:

Alternate access mappings Authentication providers and authentication modes that are being

used Quota templates Managed paths Self-service site management settings Incoming and outgoing e-mail settings Customizations (solution packages, etc.) Certificates

Clean up the SP 2010 farm for upgrade: Check for and repair all database consistency errors. Turn off Web Analytics service application Remove PowerPoint Broadcast Sites

Prepare for Upgrade DB Schema upgrade and Site Collection Upgrade is

now separate, allows Site Collection owners to ‘preview’ the new visuals before comitting.

Upgrade keeps SharePoint 2010 in ‘native’ format, by providing both a ‘14’ and a ’15’ hive on the web role servers

Avoids the majority of issues that have affected SharePoint upgrades in the past by allowing them to be previewed

Not a long term solution, preferred to move to SharePoint 2013 mode quickly, and administrators can force site collection upgrades by a certain point in time

Claims MigrationClassic mode Auth to Claims Auth Migration

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Claims MigrationClassic Mode Auth Web Apps in SharePoint 2010

(the default) need to be migrated to Claims first before Upgrade

Exception is if you create a Classic-Auth Web App in SharePoint 2013 (not recommended)

Requires PowerShell scripting to be done on the SP2010 Server in advance

Alerts may need to be regenerated after the claims migration and Search may have issues (known work-arounds exist)

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Claims Migration $WebAppName = "http://old.companyabc.com" $wa = get-SPWebApplication $WebAppName $wa.UseClaimsAuthentication = $true $wa.Update() $account = "COMPANYABC\SHAREPOINTADMIN" $account = (New-SPClaimsPrincipal -identity $account -identitytype

1).ToEncodedString() $wa = get-SPWebApplication $WebAppName $zp = $wa.ZonePolicies("Default") $p = $zp.Add($account,"PSPolicy") $fc=$wa.PolicyRoles.GetSpecialRole("FullControl") $p.PolicyRoleBindings.Add($fc) $wa.Update() $wa.MigrateUsers($true) $wa.ProvisionGlobally()

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Content UpgradeCore Upgrade Concerns

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Content Database Overview1. Test Upgrade Process using Test-

SPContentDatabase cmdlet

2. Create new SP 2013 Farm with same AAMs

3. Create a web application (delete default DB)

4. Set source DB to ‘Read-Only’

5. Backup existing Content DB

6. Restore Content DB to new SQL Server

7. Run Mount-SPContentDatabase cmdlet to upgrade DB schema

8. Run Get-SPSite –ContentDatabase CONTENTDBNAME –Limit All | Upgrade-SPSite –VersionUpgrade to upgrade Site Collections

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Content Upgrade Test the Content

Databases for upgrade using the Test-SPContentDatabase cmdlet

Address issues before migrating

Example: Test-SPContentDatabase -ServerInstance SQLSERVERNAME -Name DBNAME -WebApplication http://webapptargetname

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Content UpgradeAfter issues have been resolved, use Mount-

SPContentDatabase to mount DB in SharePoint 2013

Percentage indicator will show how long the upgrade will take

Content UpgradeSecond set of PowerShell commands continues

the upgradeGet-SPSite –ContentDatabase

CONTENTDBNAME –Limit All | Upgrade-SPSite -VersionUpgrade

Content Upgrade Check the status of

the upgrade using Get-SPSiteUpgradeSessionInfo

Syntax: Get-SPSiteUpgradeSessionInfo –ContentDatabase CONTENTDBNAME –ShowInProgress –ShowCompleted -ShowFailed

Site Collection Health Checks

Upgraded Site Collection Visuals

Service Application UpgradeProceed with Caution

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Service Application Upgrade Some Service Apps DBs can be Upgraded

UPA (Sync, Social, and Profile Databases) Project Databases (all 4 databases get merged into 1 in SharePoint 2013) Secure Store Database Social Database Search Admin Database Managed Metadata Database

Web Analytics is Retired Other Service Apps do not store any data that requires migration Process for migrating each Service App is as follows:

Create or Declare existing Application pool for Service Application Restore Service Application database Create Service Application Proxy

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Service App Upgrade – Managed Metadata Service Step-by-Step

Create the new Service Application Pool on the 2013 Server that will house the old 2010 DB

Use New-SPServiceApplicationPool cmdlet

Service App Upgrade – Managed Metadata Service Step-by-Step

2nd step is to reference the restored database for upgrade

Use New-SPMetadataServiceApplication cmdlet to create the connection between the S.A. and the DB

Service App Upgrade – Managed Metadata Service Step-by-Step

3rd step is to create the Service Application ProxyUse the New-SPMetadataServiceApplicationProxy

cmdlet

Service App Upgrade – Managed Metadata Service Step-by-Step

The Managed Metadata Service Application should then be visible in SPCA

Service App Upgrade – Managed Metadata Service Step-by-Step

And the Term Store should then be visible

Service App Upgrade – Managed Metadata Service Step-by-Step

Finally, change the Content Type Hub URL using the following cmdlet (note that –HubUri is used…the ‘i’ is accurate.)

Service App Upgrade – User Profile Sync Step-by-Step

Use the miiskmu tool to export out the UPA key

Service App Upgrade – User Profile Sync Step-by-StepRun through the MIISKMU tool and export the key

sets

Service App Upgrade – User Profile Sync Step-by-StepEnter Credentials that run the current SP2010 UPA

Service App Upgrade – User Profile Sync Step-by-StepCreate the new Service Application Pool for the

UPA

Service App Upgrade – User Profile Sync Step-by-Step

You must find the GUID of the new UPA using a SQL Query

Service App Upgrade – User Profile Sync Step-by-StepThe GUID is then used in the creation of the new

Service Application Proxy for the UPA

Service App Upgrade – User Profile Sync Step-by-StepThe UPA will then be visible as a Service

Application from within SPCA

Service App Upgrade – User Profile Sync Step-by-Step

Copy the encryption key to the bin folder

Use the /? to find the GUID of the key

Service App Upgrade – User Profile Sync Step-by-Step Inject the key using the GUID provided and the

command syntax below

Service App Upgrade – User Profile Sync Step-by-Step

A quick look at the Upgrade process

demo

46Thank you to our sponsors

Thanks for attending!Questions?

Michael Noel

Twitter: @MichaelTNoel

www.cco.com

Slides: slideshare.net/michaeltnoel

Travel blog: sharingtheglobe.com

Session Eval: http://tinyurl.com/spcsea