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SharePoint 2010 Overview




                           © Lechtenbörger und Partner 2010
*Disclaimer*
o All of the information gathered and presented today is based
  on versions of the software prior to final release.
o Features and functionality *may still change* before the RTM
  versions are available.
o Many of the slides and graphics presented today are based on
  content released and presented at SPC 09.




                                                      © Lechtenbörger und Partner 2010
Microsoft SharePoint 2007
                                               Collaboration
      Business Intelligence                Outlook Integration
      Server-based Excel                   Groove Integration
      spreadsheets and data             Docs/Tasks/Calendars
      visualization, Report                   Blogs and Wikis
      Center, BI Web Parts,               Project Manager lite
      KPIs/Dashboards


    Business Processes                          Enterprise Portal
    Rich and Web forms                             Templates, Site
    based front-ends,                          Directory, My Sites,
    LOB actions,                                social networking,
    pluggable SSO                                   privacy control



Content Management                              Enterprise Search
Integrated document management,               Enterprise scalability,
records management, and Web               contextual relevance, rich
content management with policies   people and business data search
and workflow
                                                 © Lechtenbörger und Partner 2010
Microsoft SharePoint 2010
The Business Collaboration Platform for the Enterprise and the
Web




                                                   © Lechtenbörger und Partner 2010
SharePoint 2010 Timeline
o Summer 2009              Early previews given to partners
o Early Fall 2009          First public disclosure at #SPC09
o November 2009     PUBLIC BETA: “Beta 2”
  …
o Q2-ish 2010       Estimated RTM




                                                        © Lechtenbörger und Partner 2010
SharePoint Evolution
       o SharePoint Team Services
       o SharePoint Portal Server 2001
       o Windows SharePoint Services 2.0
       o Microsoft SharePoint Portal Server 2003
       o Windows SharePoint Services 3.0
       o Microsoft Office SharePoint Server
         2007


                                       © Lechtenbörger und Partner 2010
And now in 2010:




                   © Lechtenbörger und Partner 2010
More SharePoint 2010…




                                 Enabling Technologies

   http://www.sharepointmn.com
                                                         © Lechtenbörger und Partner 2010
Internet / Extranet




                      © Lechtenbörger und Partner 2010
Enterprise Search




 (Requires SharePoint Server 2010
  and SharePoint Enterprise CAL)




                                    © Lechtenbörger und Partner 2010
SharePoint Online


        Intranet    Internet/Extranet




                                 © Lechtenbörger und Partner 2010
SharePoint Server 2010
                                            Ribbon UI
Business Connectivity Services              SharePoint Workspace
InfoPath Form Services                      SharePoint Mobile
External Lists                              Office Client
Workflow                                    Office Web App Integration
SharePoint Designer                         Standards Support
Visual Studio
API Enhancements
REST/ATOM/RSS                                    Tagging, Tag Cloud, Ratings
                                                 Social Bookmarking
                                                 Blogs and Wikis
 PerformancePoint Services                       My Sites
 Excel Services                                  Activity Feeds
 Chart Web Part                                  Profiles and Expertise
 Visio Services                                  Org Browser
 Web Analytics
 SQL Server Integration
 PowerPivot                                 Enterprise Content Types
                                            Metadata and Navigation
                                            Document Sets
                        Social Relevance    Multi-stage Disposition
                        Phonetic Search     Audio and Video Content Types
                        Navigation          Remote Blob Storage
                        FAST Integration    List Enhancements
                        Enhanced Pipeline
                                                        © Lechtenbörger und Partner 2010
IT Pro Investments



  Scale with
 Governance



 Deployment
  Flexibility




IT Productivity

                                 © Lechtenbörger und Partner 2010
Developer Investments



 Developer
Productivity



Deployment
 Platform



 Solution
 Hosting

                                    © Lechtenbörger und Partner 2010
Upgrade Overview




                   © Lechtenbörger und Partner 2010
Upgrade Overview
         What’s New


o   Upgrade Preparation Tools
o   Windows PowerShell Upgrade Cmdlets
o   Feature Upgrade
o   Visual Upgrade
o   Patch Management
o   Downtime Mitigation Processes:
 Parallel Upgrade Pipelines
 Content DB Upgrade with AAM Redirection



                                            © Lechtenbörger und Partner 2010
Upgrade Overview
         What’s Different


Changed
o Upgrade Methods

Improved
o Upgrade Status Reporting
o Upgrade Logging
o Read-only DB Support

Removed
o Gradual Upgrade
o Side By Side Installation   © Lechtenbörger und Partner 2010
Upgrade Methods
Supported Scenarios

In-Place Upgrade
o Single Click Install - SQL Migration
  Windows Internal Database (WID) -> SQL Express 2008 + File Stream RBS

Database Attach Upgrade
o Content Database
o Profile Service Database
o Project Service Database

Hybrid
o In-place
o Database Attach

Alternate Access Mapping Redirection
o Complex
o URL Modification
                                                                      © Lechtenbörger und Partner 2010
Upgrade Methods
Unsupported Scenarios


o Upgrade from earlier than WSS v3 SP2/MOSS 2007
  SP2

o Direct upgrade from WSS v2/SPS 2003 or earlier

o Side by side installation

o Gradual upgrade


                                            © Lechtenbörger und Partner 2010
Upgrade Preparation Tools
WSS v3 / MOSS 2007 SP2


Farm insight
o Pre-Upgrade Checker
o stsadm -o EnumAllWebs
o SPDiag V2

Customizations gathering
o stsadm -o ExportIPFSAdminObjects


                                     © Lechtenbörger und Partner 2010
Pre-Upgrade Checker Command
stsadm -o preupgradecheck [-localonly]
 Details
 o Reports farm and server data
  Identifies useful farm information
  Identifies current or potential issues
o Modes
  Local server + farm databases (default)
  Local server only
o Makes no changes to environment or data
o Introduced in SP2; improved in October 2009 CU

o Large amounts of information               © Lechtenbörger und Partner 2010
Pre-Upgrade Checker Command
stsadm -o preupgradecheck [-localonly]
 Rules Files (Partial List)
 o Informational
  Farm Servers, Databases
  AAM Configuration
  Lists Site Definitions, Features, Web Parts, Event Receivers
  Installed Language packs
  CAML views/CAML content types
o Issues
  Missing Site Definitions, Features, Assemblies
  Data orphans
  Modified content databases
                                                          © Lechtenbörger und Partner 2010
© Lechtenbörger und Partner 2010
Upgrade Preparation Tools
SharePoint 2010


o Farm insight
  stsadm -o EnumAllWebs
  SPDiag 2010 (TBD)

o Content database insight
  Test-SPContentDatabase




                             © Lechtenbörger und Partner 2010
SharePoint Architecture




                          © Lechtenbörger und Partner 2010
SharePoint 2010 Architecture
SharePoint 2007 Architecture




                               © Lechtenbörger und Partner 2010
SharePoint 2010 Architecture
SharePoint Service Applications     Project Server
                                         2010




            SharePoint Foundation



                                                     © Lechtenbörger und Partner 2010
SharePoint 2010 Architecture




                               © Lechtenbörger und Partner 2010
Break




        © Lechtenbörger und Partner 2010
Upgrade Planning




                   © Lechtenbörger und Partner 2010
Upgrade Planning
         How to manage a complex
         process


o   Customer Communications
o   Farm / Customizations Surveys
o   Upgrade / Customizations Testing
o   Environment Cleanup
o   Hardware Build-out
o   Customizations Deployment
o   Backups Before Upgrade
o   Operations Scheduling
o   Rollback / Restore Plan
o   Post-Upgrade Activities
o   Ongoing Support Calls              © Lechtenbörger und Partner 2010
Upgrade Planning
      Customer Communications


o Communicate

o Upgrade Group / Committee
o Customer Survey’s
o Status updates
o Unknown breeds unrest

o Closer to launch = more communication
                                 © Lechtenbörger und Partner 2010
Upgrade Planning
         Farm / Customizations Surveys


o Gather Information
  Pre-upgrade checker (Updated in Oct 2009 CU)
  Manual inspection process
  Comparison process (WinDiff):
    New server with same version and patch level
    Web Server Extensions directory
    IIS directory
    Global Assembly Cache (GAC)
o Determine impact
  stsadm -o EnumAllWebs (Updated in Oct 2009 CU)
o Collect customizations
  stsadm -o ExportIPFSAdminObjects
                                                    © Lechtenbörger und Partner 2010
Upgrade Planning
         Upgrade Testing /
         Customizations Testing


o Upgrade Issues
  Over wide lists
  Modified Databases
  Customizations
  Authentication Providers
o Recommendations
  Complete survey first
  Test server side customizations
  Verify in multiple upgrade modes
  Preview environments
  Similar hardware
  Use subset of real data
  Don’t ignore warnings              © Lechtenbörger und Partner 2010
Upgrade Planning
               Upgrade Testing /
               Customizations Testing
Will it work after Upgrade?



Modified OOB
  Features




  Modified
 Databases


                Modified OOB
                Site Definitions


                                        © Lechtenbörger und Partner 2010
Upgrade Planning
      Environment Cleanup


o Delete Stale Sites and Webs (Backup)
o Remove Extraneous Document
  Versions
o Review Quotas and Locks
o Cleanup Templates, Features & Web
  Parts
o Repair Data Issues
o Verify Healthy Environment     © Lechtenbörger und Partner 2010
Upgrade Planning
      Hardware Build-out


o Virtualization
o Image / Snapshot base OS
o Storage
o Service Accounts
o Service Applications
o Use Wizards

                             © Lechtenbörger und Partner 2010
Upgrade Planning
      Customizations Deployment


o Solutions
o Features
o Site Definitions
o web.config modifications
o Custom Files / Images
o IFilters

o What did your preupgradecheck say?
                                  © Lechtenbörger und Partner 2010
Upgrade Planning
      Backups Before Upgrade


o In-place
Take virtual snapshot (SP & SQL)
Backup customizations
Backup web.config
o Attach DB
Keep database .bak files


o Keep backups close and up to date
                                    © Lechtenbörger und Partner 2010
Upgrade Planning
              Operations Scheduling
Microsoft Benchmark operations schedule
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 original
0600hrs        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.
                                                                            © Lechtenbörger und Partner 2010
Upgrade Planning
       Rollback / Restore Plan


o Rollback OR Restore
DNS / Load Balancer
SQL Restore
Virtual Snapshot Restore
o Point of no return
How long does it take to implement?
o Test, Test and Re-Test procedures
o Prepare communication
                                       © Lechtenbörger und Partner 2010
Upgrade Planning
       Post-Upgrade Activities


o Find and Fix Issues
Missing Templates / Definitions
Deprecated Templates / Definitions
   SSP Admin Site (OSRV)
   Great Plains (STSPKPL)
Missing Solutions / Features
Deprecated Features
   PortalLayouts
Missing Assemblies
   Office Web Parts (STSPKPL)        © Lechtenbörger und Partner 2010
Upgrade Planning
          Post-Upgrade Activities


o Forms Based Authentication (FBA)
  Modify web.config files
     Central Administration
     Secure Token Service (STS)
     Content Web Application
  Fix user identifiers (In-Place upgrade)
o User Experience
  Unghosted pages
  Non-reghostable pages
  Incompatible HTML
o Content Issues
  Large Lists
  Wide Lists
                                             © Lechtenbörger und Partner 2010
Upgrade Planning
         Ongoing Support Calls


o They WILL happen
o Who receives support calls?
Can they solve the problems?
Do they have permissions?
Escalation process
o   Proactive vs. Reactive
o   Turn support calls into opportunities
o   Center of Excellence
o   Offer more than support … Training
                                        © Lechtenbörger und Partner 2010
Upgrade Cycle




                © Lechtenbörger und Partner 2010
Upgrade Cycle


 Learn      • Read upgrade documentation



Prepare     • Use pre-upgrade checker command on existing
              environments

            • Test upgrade using Beta 2 bits
  Test      • Try proof of concept with current/upgraded
              customizations

Implemen    • Upgrade to O12 SP2 (with October 2009 CU a plus) *

    t       • Move to 64 bit hardware, operating system, and SQL



Validate    • Find issues in Beta
                                                       © Lechtenbörger und Partner 2010
Upgrade Cycle
        Learn


o Prerequisites - x64 hardware
  SharePoint
  SQL
o Common Issues
  Customizations
  Space
o Upgrade Methods
  In-Place
  DB Attach
                                 © Lechtenbörger und Partner 2010
Upgrade Cycle
        Learn


o Everyone
  http://sharepoint2010.microsoft.com (General)

o IT Pros
  http://mssharepointitpro.com (TechNet)

o Developers
  http://mssharepointdeveloper.com (MSDN)

o Webcasts
  http://wssv4faq.mindsharp.com/Lists/v4WebCasts
                                            © Lechtenbörger und Partner 2010
Upgrade Cycle
       Prepare


o Reconnect with users
Ask your users how they are using your solutions
Determine dead sites
Remove data clutter
Prioritize items that are fixed in 2010
Re-visit information architecture
Build internal buzz

Start communication early!!
                                         © Lechtenbörger und Partner 2010
Upgrade Cycle
           Prepare


o 2007 Environment Inventory
  Farm architecture (Servers & Services)
      Services Accounts
      Web Applications (AAM / Auth. Providers) & Databases
  Customizations
      Solutions
      Features
      Manual web.config modifications
      Manual file changes (DocIcon.xml, icpdf.gif)
      3rd Party Solutions  Vendors migration strategy
  Shared Services Provider
      Profile Import Connections
  IIS
      Manual Bindings (SSL / Host Headers / IP Bindings)
                                                            © Lechtenbörger und Partner 2010
Upgrade Cycle
       Prepare


o Upgrade Strategy
Upgrade order
   SharePoint (different roles)
   SQL
Upgrade Operations
Downtime SLA limits
Rollback Plan


                                   © Lechtenbörger und Partner 2010
Upgrade Cycle
       Prepare


o Hardware Upgrades / Disk Space
ALL hardware must be x64
SharePoint Servers
   Windows Server 2008 SP2 + KB 971831
   Windows Server 2008 R2 + KB 976462
SQL Servers
   No Windows Internal Database
   SQL Express (4GB Limit)
   SQL Standard / Enterprise
   SQL 2005 SP3 + KB 967909 (CU 3)
   SQL 2008 SP1 + KB 970315 (CU 2)
                                          © Lechtenbörger und Partner 2010
Upgrade Cycle
            Prepare


o Environment Cleaning Details
  Delete Stale Sites and Webs (Backup)
    stsadm -o DeleteSite [-force] [-gradualdelete]
    stsadm -o DeleteWeb [-force]
  Remove Extraneous Document Versions
    Mostly user driven, PowerShell operations help
  Review Quotas and Locks
    Sync Quota Settings: http://stsadm.blogspot.com/2009/02/synchronizing-quota-
     settings-via-stsadm.html
  Cleanup Templates, Features & Web Parts
    Mostly user driven, PowerShell operations help
  Repair Data Issues
    stsadm -o DatabaseRepair [-deletecorruption]
    stsadm -o ForceDeleteList
    stsadm -o VariationsFixupTool
  Verify Healthy Environment
    SharePoint Administration Toolkit – SharePoint Diagnostics Tools (x86 | x64)
                                                                             © Lechtenbörger und Partner 2010
Upgrade Cycle
             Test


o Build POC Farm
  Show users new functionality
  Use similar hardware / software
o Use Real Data
  Provide internal benchmarks
  Test different upgrade strategies
o Upgrade in sections for focused testing
  Branding
  Customizations
  Downtime
o Attempt different Methods
  Troubleshooting / Validation
  Better estimate downtime
  Document repeatable process
o Don’t forget to test your rollback plan
                                            © Lechtenbörger und Partner 2010
Upgrade Cycle
         Implement


o Prep 2007 Environment
  stsadm -o preupgradecheck [-localonly]

o Build / Upgrade Farm
  Determine new architecture
    Service Applications
    Service Accounts

o Deploy Customizations (solutions)

o Monitor Upgrade
  Benchmark YOUR environment
                                            © Lechtenbörger und Partner 2010
Upgrade Cycle
          Validate


o Validate New Functionality

o Upgrade Failures
  Most upgrade issues are due to customizations
  Prepare for failures to prevent them

o Data Integrity
  Orphans / DB issues
  Missing data

o User Experience
  Ghosting
  Branding
  Browser Support
                                                   © Lechtenbörger und Partner 2010
Migration Demo




                 © Lechtenbörger und Partner 2010
Q&A




      © Lechtenbörger und Partner 2010
References


o Sean Livingston’s SPC09
  presentations…
o SPC09 Beta book
o http://mssharepointitpro.com
o http://mssharepointdeveloper.co
  m
o http://sharepoint.microsoft.com

                         © Lechtenbörger und Partner 2010
Erklärung:

Diese Präsentation wurde basierend auf Infos von Microsoft
und zum Zeitpunkt der November 2009 Beta 2 von
Sharepoint 2010 erstellt.

Sie wurde ursprünglich zusammengestellt von:

Sean Livingston

Und bezogen von der Minnesota Sharepoint User Group




                                                       © Lechtenbörger und Partner 2010
Thanks for attending!



                    © Lechtenbörger und Partner 2010

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SharePoint 2010 - Was ist neu, was wird besser!

  • 1. SharePoint 2010 Overview © Lechtenbörger und Partner 2010
  • 2. *Disclaimer* o All of the information gathered and presented today is based on versions of the software prior to final release. o Features and functionality *may still change* before the RTM versions are available. o Many of the slides and graphics presented today are based on content released and presented at SPC 09. © Lechtenbörger und Partner 2010
  • 3. Microsoft SharePoint 2007 Collaboration Business Intelligence Outlook Integration Server-based Excel Groove Integration spreadsheets and data Docs/Tasks/Calendars visualization, Report Blogs and Wikis Center, BI Web Parts, Project Manager lite KPIs/Dashboards Business Processes Enterprise Portal Rich and Web forms Templates, Site based front-ends, Directory, My Sites, LOB actions, social networking, pluggable SSO privacy control Content Management Enterprise Search Integrated document management, Enterprise scalability, records management, and Web contextual relevance, rich content management with policies people and business data search and workflow © Lechtenbörger und Partner 2010
  • 4. Microsoft SharePoint 2010 The Business Collaboration Platform for the Enterprise and the Web © Lechtenbörger und Partner 2010
  • 5. SharePoint 2010 Timeline o Summer 2009 Early previews given to partners o Early Fall 2009 First public disclosure at #SPC09 o November 2009 PUBLIC BETA: “Beta 2” … o Q2-ish 2010 Estimated RTM © Lechtenbörger und Partner 2010
  • 6. SharePoint Evolution o SharePoint Team Services o SharePoint Portal Server 2001 o Windows SharePoint Services 2.0 o Microsoft SharePoint Portal Server 2003 o Windows SharePoint Services 3.0 o Microsoft Office SharePoint Server 2007 © Lechtenbörger und Partner 2010
  • 7. And now in 2010: © Lechtenbörger und Partner 2010
  • 8. More SharePoint 2010… Enabling Technologies http://www.sharepointmn.com © Lechtenbörger und Partner 2010
  • 9. Internet / Extranet © Lechtenbörger und Partner 2010
  • 10. Enterprise Search (Requires SharePoint Server 2010 and SharePoint Enterprise CAL) © Lechtenbörger und Partner 2010
  • 11. SharePoint Online Intranet Internet/Extranet © Lechtenbörger und Partner 2010
  • 12. SharePoint Server 2010 Ribbon UI Business Connectivity Services SharePoint Workspace InfoPath Form Services SharePoint Mobile External Lists Office Client Workflow Office Web App Integration SharePoint Designer Standards Support Visual Studio API Enhancements REST/ATOM/RSS Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis PerformancePoint Services My Sites Excel Services Activity Feeds Chart Web Part Profiles and Expertise Visio Services Org Browser Web Analytics SQL Server Integration PowerPivot Enterprise Content Types Metadata and Navigation Document Sets Social Relevance Multi-stage Disposition Phonetic Search Audio and Video Content Types Navigation Remote Blob Storage FAST Integration List Enhancements Enhanced Pipeline © Lechtenbörger und Partner 2010
  • 13. IT Pro Investments Scale with Governance Deployment Flexibility IT Productivity © Lechtenbörger und Partner 2010
  • 14. Developer Investments Developer Productivity Deployment Platform Solution Hosting © Lechtenbörger und Partner 2010
  • 15. Upgrade Overview © Lechtenbörger und Partner 2010
  • 16. Upgrade Overview What’s New o Upgrade Preparation Tools o Windows PowerShell Upgrade Cmdlets o Feature Upgrade o Visual Upgrade o Patch Management o Downtime Mitigation Processes:  Parallel Upgrade Pipelines  Content DB Upgrade with AAM Redirection © Lechtenbörger und Partner 2010
  • 17. Upgrade Overview What’s Different Changed o Upgrade Methods Improved o Upgrade Status Reporting o Upgrade Logging o Read-only DB Support Removed o Gradual Upgrade o Side By Side Installation © Lechtenbörger und Partner 2010
  • 18. Upgrade Methods Supported Scenarios In-Place Upgrade o Single Click Install - SQL Migration  Windows Internal Database (WID) -> SQL Express 2008 + File Stream RBS Database Attach Upgrade o Content Database o Profile Service Database o Project Service Database Hybrid o In-place o Database Attach Alternate Access Mapping Redirection o Complex o URL Modification © Lechtenbörger und Partner 2010
  • 19. Upgrade Methods Unsupported Scenarios o Upgrade from earlier than WSS v3 SP2/MOSS 2007 SP2 o Direct upgrade from WSS v2/SPS 2003 or earlier o Side by side installation o Gradual upgrade © Lechtenbörger und Partner 2010
  • 20. Upgrade Preparation Tools WSS v3 / MOSS 2007 SP2 Farm insight o Pre-Upgrade Checker o stsadm -o EnumAllWebs o SPDiag V2 Customizations gathering o stsadm -o ExportIPFSAdminObjects © Lechtenbörger und Partner 2010
  • 21. Pre-Upgrade Checker Command stsadm -o preupgradecheck [-localonly] Details o Reports farm and server data  Identifies useful farm information  Identifies current or potential issues o Modes  Local server + farm databases (default)  Local server only o Makes no changes to environment or data o Introduced in SP2; improved in October 2009 CU o Large amounts of information © Lechtenbörger und Partner 2010
  • 22. Pre-Upgrade Checker Command stsadm -o preupgradecheck [-localonly] Rules Files (Partial List) o Informational  Farm Servers, Databases  AAM Configuration  Lists Site Definitions, Features, Web Parts, Event Receivers  Installed Language packs  CAML views/CAML content types o Issues  Missing Site Definitions, Features, Assemblies  Data orphans  Modified content databases © Lechtenbörger und Partner 2010
  • 23. © Lechtenbörger und Partner 2010
  • 24. Upgrade Preparation Tools SharePoint 2010 o Farm insight  stsadm -o EnumAllWebs  SPDiag 2010 (TBD) o Content database insight  Test-SPContentDatabase © Lechtenbörger und Partner 2010
  • 25. SharePoint Architecture © Lechtenbörger und Partner 2010
  • 26. SharePoint 2010 Architecture SharePoint 2007 Architecture © Lechtenbörger und Partner 2010
  • 27. SharePoint 2010 Architecture SharePoint Service Applications Project Server 2010 SharePoint Foundation © Lechtenbörger und Partner 2010
  • 28. SharePoint 2010 Architecture © Lechtenbörger und Partner 2010
  • 29. Break © Lechtenbörger und Partner 2010
  • 30. Upgrade Planning © Lechtenbörger und Partner 2010
  • 31. Upgrade Planning How to manage a complex process o Customer Communications o Farm / Customizations Surveys o Upgrade / Customizations Testing o Environment Cleanup o Hardware Build-out o Customizations Deployment o Backups Before Upgrade o Operations Scheduling o Rollback / Restore Plan o Post-Upgrade Activities o Ongoing Support Calls © Lechtenbörger und Partner 2010
  • 32. Upgrade Planning Customer Communications o Communicate o Upgrade Group / Committee o Customer Survey’s o Status updates o Unknown breeds unrest o Closer to launch = more communication © Lechtenbörger und Partner 2010
  • 33. Upgrade Planning Farm / Customizations Surveys o Gather Information  Pre-upgrade checker (Updated in Oct 2009 CU)  Manual inspection process  Comparison process (WinDiff):  New server with same version and patch level  Web Server Extensions directory  IIS directory  Global Assembly Cache (GAC) o Determine impact  stsadm -o EnumAllWebs (Updated in Oct 2009 CU) o Collect customizations  stsadm -o ExportIPFSAdminObjects © Lechtenbörger und Partner 2010
  • 34. Upgrade Planning Upgrade Testing / Customizations Testing o Upgrade Issues  Over wide lists  Modified Databases  Customizations  Authentication Providers o Recommendations  Complete survey first  Test server side customizations  Verify in multiple upgrade modes  Preview environments  Similar hardware  Use subset of real data  Don’t ignore warnings © Lechtenbörger und Partner 2010
  • 35. Upgrade Planning Upgrade Testing / Customizations Testing Will it work after Upgrade? Modified OOB Features Modified Databases Modified OOB Site Definitions © Lechtenbörger und Partner 2010
  • 36. Upgrade Planning Environment Cleanup o Delete Stale Sites and Webs (Backup) o Remove Extraneous Document Versions o Review Quotas and Locks o Cleanup Templates, Features & Web Parts o Repair Data Issues o Verify Healthy Environment © Lechtenbörger und Partner 2010
  • 37. Upgrade Planning Hardware Build-out o Virtualization o Image / Snapshot base OS o Storage o Service Accounts o Service Applications o Use Wizards © Lechtenbörger und Partner 2010
  • 38. Upgrade Planning Customizations Deployment o Solutions o Features o Site Definitions o web.config modifications o Custom Files / Images o IFilters o What did your preupgradecheck say? © Lechtenbörger und Partner 2010
  • 39. Upgrade Planning Backups Before Upgrade o In-place Take virtual snapshot (SP & SQL) Backup customizations Backup web.config o Attach DB Keep database .bak files o Keep backups close and up to date © Lechtenbörger und Partner 2010
  • 40. Upgrade Planning Operations Scheduling Microsoft Benchmark operations schedule 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 original 0600hrs 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. © Lechtenbörger und Partner 2010
  • 41. Upgrade Planning Rollback / Restore Plan o Rollback OR Restore DNS / Load Balancer SQL Restore Virtual Snapshot Restore o Point of no return How long does it take to implement? o Test, Test and Re-Test procedures o Prepare communication © Lechtenbörger und Partner 2010
  • 42. Upgrade Planning Post-Upgrade Activities o Find and Fix Issues Missing Templates / Definitions Deprecated Templates / Definitions  SSP Admin Site (OSRV)  Great Plains (STSPKPL) Missing Solutions / Features Deprecated Features  PortalLayouts Missing Assemblies  Office Web Parts (STSPKPL) © Lechtenbörger und Partner 2010
  • 43. Upgrade Planning Post-Upgrade Activities o Forms Based Authentication (FBA)  Modify web.config files  Central Administration  Secure Token Service (STS)  Content Web Application  Fix user identifiers (In-Place upgrade) o User Experience  Unghosted pages  Non-reghostable pages  Incompatible HTML o Content Issues  Large Lists  Wide Lists © Lechtenbörger und Partner 2010
  • 44. Upgrade Planning Ongoing Support Calls o They WILL happen o Who receives support calls? Can they solve the problems? Do they have permissions? Escalation process o Proactive vs. Reactive o Turn support calls into opportunities o Center of Excellence o Offer more than support … Training © Lechtenbörger und Partner 2010
  • 45. Upgrade Cycle © Lechtenbörger und Partner 2010
  • 46. Upgrade Cycle Learn • Read upgrade documentation Prepare • Use pre-upgrade checker command on existing environments • Test upgrade using Beta 2 bits Test • Try proof of concept with current/upgraded customizations Implemen • Upgrade to O12 SP2 (with October 2009 CU a plus) * t • Move to 64 bit hardware, operating system, and SQL Validate • Find issues in Beta © Lechtenbörger und Partner 2010
  • 47. Upgrade Cycle Learn o Prerequisites - x64 hardware  SharePoint  SQL o Common Issues  Customizations  Space o Upgrade Methods  In-Place  DB Attach © Lechtenbörger und Partner 2010
  • 48. Upgrade Cycle Learn o Everyone  http://sharepoint2010.microsoft.com (General) o IT Pros  http://mssharepointitpro.com (TechNet) o Developers  http://mssharepointdeveloper.com (MSDN) o Webcasts  http://wssv4faq.mindsharp.com/Lists/v4WebCasts © Lechtenbörger und Partner 2010
  • 49. Upgrade Cycle Prepare o Reconnect with users Ask your users how they are using your solutions Determine dead sites Remove data clutter Prioritize items that are fixed in 2010 Re-visit information architecture Build internal buzz Start communication early!! © Lechtenbörger und Partner 2010
  • 50. Upgrade Cycle Prepare o 2007 Environment Inventory  Farm architecture (Servers & Services)  Services Accounts  Web Applications (AAM / Auth. Providers) & Databases  Customizations  Solutions  Features  Manual web.config modifications  Manual file changes (DocIcon.xml, icpdf.gif)  3rd Party Solutions  Vendors migration strategy  Shared Services Provider  Profile Import Connections  IIS  Manual Bindings (SSL / Host Headers / IP Bindings) © Lechtenbörger und Partner 2010
  • 51. Upgrade Cycle Prepare o Upgrade Strategy Upgrade order  SharePoint (different roles)  SQL Upgrade Operations Downtime SLA limits Rollback Plan © Lechtenbörger und Partner 2010
  • 52. Upgrade Cycle Prepare o Hardware Upgrades / Disk Space ALL hardware must be x64 SharePoint Servers  Windows Server 2008 SP2 + KB 971831  Windows Server 2008 R2 + KB 976462 SQL Servers  No Windows Internal Database  SQL Express (4GB Limit)  SQL Standard / Enterprise  SQL 2005 SP3 + KB 967909 (CU 3)  SQL 2008 SP1 + KB 970315 (CU 2) © Lechtenbörger und Partner 2010
  • 53. Upgrade Cycle Prepare o Environment Cleaning Details  Delete Stale Sites and Webs (Backup)  stsadm -o DeleteSite [-force] [-gradualdelete]  stsadm -o DeleteWeb [-force]  Remove Extraneous Document Versions  Mostly user driven, PowerShell operations help  Review Quotas and Locks  Sync Quota Settings: http://stsadm.blogspot.com/2009/02/synchronizing-quota- settings-via-stsadm.html  Cleanup Templates, Features & Web Parts  Mostly user driven, PowerShell operations help  Repair Data Issues  stsadm -o DatabaseRepair [-deletecorruption]  stsadm -o ForceDeleteList  stsadm -o VariationsFixupTool  Verify Healthy Environment  SharePoint Administration Toolkit – SharePoint Diagnostics Tools (x86 | x64) © Lechtenbörger und Partner 2010
  • 54. Upgrade Cycle Test o Build POC Farm  Show users new functionality  Use similar hardware / software o Use Real Data  Provide internal benchmarks  Test different upgrade strategies o Upgrade in sections for focused testing  Branding  Customizations  Downtime o Attempt different Methods  Troubleshooting / Validation  Better estimate downtime  Document repeatable process o Don’t forget to test your rollback plan © Lechtenbörger und Partner 2010
  • 55. Upgrade Cycle Implement o Prep 2007 Environment  stsadm -o preupgradecheck [-localonly] o Build / Upgrade Farm  Determine new architecture  Service Applications  Service Accounts o Deploy Customizations (solutions) o Monitor Upgrade  Benchmark YOUR environment © Lechtenbörger und Partner 2010
  • 56. Upgrade Cycle Validate o Validate New Functionality o Upgrade Failures  Most upgrade issues are due to customizations  Prepare for failures to prevent them o Data Integrity  Orphans / DB issues  Missing data o User Experience  Ghosting  Branding  Browser Support © Lechtenbörger und Partner 2010
  • 57. Migration Demo © Lechtenbörger und Partner 2010
  • 58. Q&A © Lechtenbörger und Partner 2010
  • 59. References o Sean Livingston’s SPC09 presentations… o SPC09 Beta book o http://mssharepointitpro.com o http://mssharepointdeveloper.co m o http://sharepoint.microsoft.com © Lechtenbörger und Partner 2010
  • 60. Erklärung: Diese Präsentation wurde basierend auf Infos von Microsoft und zum Zeitpunkt der November 2009 Beta 2 von Sharepoint 2010 erstellt. Sie wurde ursprünglich zusammengestellt von: Sean Livingston Und bezogen von der Minnesota Sharepoint User Group © Lechtenbörger und Partner 2010
  • 61. Thanks for attending! © Lechtenbörger und Partner 2010