JourneyTEAM - – 801.565.9199 Tales From The Field: 2010 to 2013 Upgrade Horror Stories and How to Avoid Creating a Horror of Your Own

JourneyTEAM - www.journeyteam.com – 801.565.9199

Tales From The Field: 2010 to 2013 Upgrade Horror Stories and How to Avoid Creating a Horror of Your Own

Adam Burden


• Sr. Collaboration Architect and Trainer at JourneyTEAM• “Enjoying” SharePoint since 2004• MCT since 1996• Hobbies are Cycling, Mountain Biking, and Firearms• Not Welcomed in Canada For Many Years

Adam Burden


• Upgrade Stages• Configure SharePoint 2013 Farm• Copy Databases to New Farm• Upgrade Service Applications• Upgrade Content Databases• Upgrade Site Collections

Key Points


Upgrade Stages


Mid

Siz

e F

arm

A

rch

itect

ure SharePointWEB

Web Front EndOffice Web Apps

SharePointAPPCentral AdminWorkflow ManagerService Applications

SharePointSQLSQL Server Instance

Processor: 64-bit, 4 coresRAM: 12 GBHD: 100 GB for System DriveHD: 20 GB for Log FilesOS: Windows Server 2008 R2SharePoint 2010


Processor: 64-bit, 4 coresRAM: 12 GBHD: 100 GB for System DriveHD: Data Volume Size Will Vary Depending On Content SizeOS: Windows Server 2008 R2SQL Server 2008 R2 Enterprise

Web Front EndDistributed Cache

SharePointAPPCentral AdminWorkflow Manager

SharePointSQLSQL Server Instance



Processor: 64-bit, 4 coresRAM: 12 GBHD: 100 GB for System DriveHD: Data Volume Size Will Vary Depending On Content SizeOS: Windows Server 2012 R2SQL Server 2012 Enterprise

Office Web Application

Server

SharePoint 2010 SharePoint 2013


20

13

Hig

h A

vaila

bili

ty

Farm

Arc

hit

ect

ure

SharePointWEB1Web Front End

SharePointWEB2Web Front End

SharePointAPP1Central Admin

SharePointAPP2Search

SharePointSQL2Passive Cluster Node

SharePointSQL1Active Cluster Node

Network Load Balancing

SQLCluster

SharePointAPP3Office Web Apps

SharePointAPP4Office Web Apps

SharePointApp5Workflow Manager

SharePointAPP6Workflow Manager

SharePointAPP7Workflow Manager

SharePointAPP8Distributed Cache


Collect Information

• Alternate Access Mappings• Authentication Providers and Modes• Service Accounts• Quota Templates• Managed Paths• Blocked File Types• User Policies on Web Applications• Incoming and Outgoing E-Mail Settings• Customizations• Record Passphrase for Secure Store Service• Export the Encryption Key for the User Profile Service App


Prep SQL Server

• Temp DB – 1 file per core (8 max might be sufficient)• AutoGrowth - % Not Size• Fill Factor – Set to 80• File Placement – data and logs on separate drives• Max Degree of Parallelism – 1• SQL High Availability• SQL Aliases• Max Memory


SharePoint Server Prep

• Disable Loopback Check• Firewall Configuration• Antivirus Configuration• Server Updates


Install SharePoint 2013


ALWAYS Choose Complete!


Distributed Cache

By default all the servers in the farm are registered as a cache host.

BEST PRACTICE:Do not run the Distributed Cache service on a server where the following applications or services are running:• SQL Server• Search Service• Excel Services• Project Server


Farm Configuration Tasks

• Configure diagnostic logging and health data collection• Configure outgoing e-mail• Configure Authentication Providers• Configure Web Apps – Classics vs. Claims• Create and Configure service applications• Install Additional Software– Project Server– Workflow Manager– Office Web Apps– SSRS and PowerPivot


Copy Databases To New 2013 Farm

• Place 2010 Content Databases into Read Only mode

• Backup Content and Service Application Databases

• Restore Content and Service Application Databases

• Take Restored Databases out of Read Only Mode


Service Applications That Require PowerShell

• State Service• Session State Service• Subscription Settings Service• Workflow Service Application Proxy• Azure Access Control Service Application Proxy• Search Topologies


Service Applications That Can Be Upgraded

• Business Data Connectivity Service• Managed Metadata Service• PerformancePoint Services• Search• Secure Store Service• User Profile Service


Upgrade Service Applications

• To upgrade a service application database, you create a new service application and provide the name of the existing database to use for the new service application. As the service application is created, the database is upgraded.


• Secure Store Service Application• Business Data Connectivity Service Application• Managed Metadata Service Application• User Profile Service Application• PerformancePoint Service Application• Search Service Application

Upgrade Service Applications in This Order


• Use The Same URL and Configure AAMs• Use The Same Authentication Method• Recreate Included Paths• Recreate Quota Templates• Configure E-Mail Settings• Self-Service Site Creation• Create Managed Paths• Recreate Any Web App Policies

Create Web Applications


• Site Definitions• Style Sheets• Web Parts• Web Services• Features and Solutions• Assemblies• Web.config Changes• Administrator Approved Form Templates and Data

Connection Files for InfoPath

Reapply Customizations


• Mount-SPContentDatabase• Ensure that the account that you use to attach the

databases is a member of the db_owner fixed database role for the content databases that you want to upgrade.

Attach a Content Database to a Web Application


• View the Upgrade Status Page• View the Upgrade Log File– C:\Program Files\Common\Microsoft Shared\Web Server

Extentions\15\Logs\Upgrade-YYYYMMDD-HHMMSS-SSS-error.log

• View Upgrade Status for all Databases– Get-SPContentDatabase | ft Name,

NeedsUpgradeIncludeChildren

Verify Upgrade of First Database


• Verify Site Collections Working in 2010 Mode• Migrate user accounts to claims authentication• Update links that are used in any upgraded

InfoPath form templates• Configure Search Topology• Perform a Full Crawl• Backup your farm

Next Steps


Upgrade Site Collections

• Run Site Collection Health Checks• Upgrade a Site Collection• Review Upgraded Site Collection• Manage Site Collection Upgrades• Upgrade My Sites



• Test, test TEST!• GetUserByProfile Method in InfoPath does not work

with claims authentication• Workflow Manager does not install on Windows

Server 2012 R2 Without Some Massaging

Extras!


Usergroup contacts:• @SharePointUtah• www.facebook.com/

UtahSharePointUsersGroup• www.UTSharePoint.com


Please join us for SharePint!

Red Rock Brewing Co.254 South 200 WestSalt Lake City, UTFollowing the prize raffle

Documents

JourneyTEAM - – 801.565.9199 Tales From The Field: 2010 to 2013 Upgrade Horror Stories and How to Avoid Creating a Horror of Your Own