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In this drill down discussion, Joel Oleson and Mo take on the Upgrade methods drilling into the various options and taking scenarios and providing value. Contributions: Sean Livingston
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(OFS302) Upgrading to SharePoint 2010
Muhanad OmarSharePoint ConsultantDevosis
Joel OlesonSharePoint ArchitectQuest Softwarehttp://sharepointjoel.com
9+ Year SharePoint Veteran
5 Years in MS IT & Online2 Years in SharePoint Product TeamProduct Architect for Deployment Advisor
Sr. SharePoint ArchitectSharePoint Product Architect & Strategy @ Quest
Who is SharePoint Joel?
Pre Upgrade
Learning from PreUpgradeCheck
Test-SPContentDatabase
Upgrade
Insight on Upgrade
Binary UpgradeIn Place - New Timeout, Resume on failuresDatabase Attach - New Parallel, Progress Indicator
Visual UpgradeSeparate processDelegation by default
Binary Upgrade
Visual Upgrade
In-Place UpgradeAll-at-once upgrade
Must upgrade the whole farm at one timeNo SP 2007 and SP2010 in same farmSchedule downtime
Simplest approach, but *most risky*!No going back
Resume Upgrade if problems occurRecommendations
Run Test-SPContentDatabase from SP 2010 farm against databasesDo a full farm backup before you start!
1. In Place - Binary Approach to Upgrade
PreUpgradeCheck
on SP2007
farm
Test In Place
Upgrade on 2nd Farm
Fix issues
Mount and
Resume Dbs w/
Powershell
Fix Upgrade
Errors
Visual Upgrade
Caution: Not recommended for most deployments…
Database Attach UpgradeSafer, Requires more planning (A good thing)Upgrade is done on a separate 2010 farm
Done database-by-database Can be used as 2 step gradual visual upgrade
Use Test-SPContentDatabase (PowerShell cmdlet) to test database firstTo attach
Upgrade-SPContentDatabase (PowerShell)Addcontentdb operation (STSADM)
Parallel database upgrades are possible
2. DB Attach - Binary Approach to Upgrade
PreUpgradeCheck
on SP2007
farm
Fix issues Upgrade Services
Test-SPContentDatabas
es
Add solutions
/Fix issues
Database Attach
Content Database
s
Visual Upgrade
Recommended for most deployments…
Visual Upgrade
Stay in 2007 (default) or move to 2010 UI2010 ships 2007 Master pages and CSSUI Preview capability
Farm admin or site admin controlledWeb level setting
Some items not 2007 UI compatibleMy site hostPWA site collectionReport Server web parts
Attaching Database to SP2010 Farm
Post Binary Upgraded Site: Preview Visuals
Tactical Insights
Operations SchedulingBenchmark upgrade operations schedule
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.
Schedule Operation
Friday 2200hrs Start backups
Saturday 0000hrs Start upgrade of content farm/databases
Sunday 1200hrs
Upgrade must be effectively complete, or rollback of environment must begin
Monday 0600hrs
Environment must be completely working, either as original version or new version
Common Upgrade Failure Issues & Recovery1. Determine cause of failure
Status Page & Upgrade Logs:Error logFull upgrade log
Customizations Management Commands:Test-SPContentDatabasestsadm -o EnumAllWebs
2. Fix issue(s)Install missing or updated customizationsActivate missing services; farm, web app settings
3. Resume upgradeFarm upgrade commandContent database specific upgrade commandService specific upgrade commands
Upgrade Strategies
Windows PowerShell Upgrade CmdletsTest-SPContentDatabase
Discover and Document issues 2007/2010Mount-SPContentDatabase
Initiate Content database B2B/V2V upgradeUpgrade-SPContentDatabase
Resume Content database B2B/V2V upgradeUpgrade-SPEnterpriseSearchServiceApplication
Search Service Application InstanceUpgrade-SPSingleSignOnDatabase
O12 SSO data to Secure Store database
Binary Approaches to Upgrade - Hybrid
Make a copy of
the farm
Detach all the
content databases
except root site
Upgrade Binaries
and Services with In Place
upgrade
Test-SPContentDatabases
Database Attach
Content Databases in Parallel
Visual Upgrade
SSP to Service App
Each SSP upgrades into:A Search service appA User Profiles service appAn Excel service appAn App Registry back-compat service app
New Services can be activated/added
Visual Upgrade Caution
No Visual backward compatible UI for My SitesDatabase Attach into My Site HostIn place upgrade your My Site Host
Other Services UI may be impactedProject Web Access site collectionReporting Server web parts
Thank You!
Learn More about SharePoint 2010
Information forIT Pros
at TechNethttp://MSSharePointITPro.com
Information forDevelopers
at MSDNhttp://MSSharePointDeveloper.com
Information forEveryone
http://SharePoint.Microsoft.com
question & answer
www.microsoft.com/teched
Sessions On-Demand & Community
http://microsoft.com/technet
Resources for IT Professionals
http://microsoft.com/msdn
Resources for Developers
www.microsoft.com/learning
Microsoft Certification & Training Resources
Resources
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© 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS,
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