1. Upgrading Drill Down:SharePoint 2010 Joel Oleson SharePoint Architect Quest Software http://sharepointjoel.com

2. Who is SharePoint Joel? ~10 Year SharePoint Veteran SharePoint Product Architect, Evangelist & Strategy @ Quest Twitter: @joeloleson Email: joel.oleson@quest.com

3. Upgrade Cycle: Overview

4. Pre Upgrade

5. SharePoint 2010 Requirements SharePoint 2007 SP2 Update (December CU recommended) 64 bit operating system for application servers Windows Server 2008 or 2008 R2 64 bit SQL Server SQL 2005 SP3 CU3/2008 SP1 CU2/2008 R2 For Development environments 64-bit Vista SP1 and Windows 7 Virtualization is supported and very common

6. Learning from PreUpgradeCheck

7. PreUpgradeCheck Failed Report (snippets)

8. SharePoint PreUpgradeCheck Report

9. Test-SPContentDatabase

10. Upgrade

11. Insight on Upgrade Binary Upgrade In Place - New Timeout, Resume on failures Database Attach - New Parallel, Progress Indicator Visual Upgrade Separate process Delegation by default

12. In-Place Upgrade All-at-once upgrade Must upgrade the whole farm at one time No SP 2007 and SP2010 in same farm Schedule downtime Simplest approach, but *most risky*! No going back Resume Upgrade if problems occur Recommendations Run Test-SPContentDatabase from SP 2010 farm against databases Do a full farm backup before you start!

13. 1. In Place - Binary Approach to Upgrade Caution: Not recommended for most deployments…

14. Psconfig –cmd upgrade

15. Psconfig Upgrade Continued

16. Database Attach Upgrade Safer, Requires more planning (A good thing) Upgrade is done on a separate 2010 farm Done database-by-database Can be used with 2nd step visual upgrade Use Test-SPContentDatabase (PowerShellcmdlet) to test database first To attach Mount-SPContentDatabase (PowerShell) STSADM –o Addcontentdb operation Parallel database upgrades are possible

17. Read-Only Databases

18. 2. DB Attach- Binary Approach to Upgrade Recommended for most deployments…

19. Visual Upgrade Stay in 2007 (default) or move to 2010 UI 2010 ships 2007 Master pages and CSS UI Preview capability Farm admin or site admin controlled Web level setting Some items not 2007 UI compatible My site host PWA site collection Report Server web parts

20. Attaching Database to SP2010 Farm

21. Central Admin Upgrade Status

22. Post Binary Upgraded Site: Preview Visuals

23. Visual Upgrade Options

25. Tactical Insights

26. 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.

27. Common Upgrade Failure Issues & Recovery Determine cause of failure Status Page & Upgrade Logs: Error log Full upgrade log Customizations Management Commands: Test-SPContentDatabase stsadm -o EnumAllWebs Fix issue(s) Install missing or updated customizations Activate missing services; farm, web app settings Resume upgrade Farm upgrade command Content database specific upgrade command Service specific upgrade commands

28. Upgrade Strategies

29. Windows PowerShell Upgrade Cmdlets Test-SPContentDatabase Discover and Document issues 2007/2010 Mount-SPContentDatabase Initiate Content database B2B/V2V upgrade Upgrade-SPContentDatabase Resume Content database B2B/V2V upgrade Upgrade-SPEnterpriseSearchServiceApplication Search Service Application Instance Upgrade-SPSingleSignOnDatabase O12 SSO data to Secure Store database

30. Upgrade TestingWhat are you looking for in a test? Upgrade Issues Disk Full!!! Modified databases Customizations Authentication providers Poor dev practices Recommendations Test server side customizations & verify in both Visual Upgrade modes Consider preview environments Similar hardware, Use real datasets Don’t ignore warnings

31. Binary Approaches to Upgrade - Hybrid

32. SSP to Service App Each SSP upgrades into: A Search service app A User Profiles service app An Excel service app An App Registry back-compat service app New Services can be activated/added

33. Visual Upgrade Caution AAM redirection features is complex. Don’t use it if you don’t have to. No Visual backward compatible UI for My Sites Database Attach into My Site Host In place upgrade your My Site Host Other Services UI may be impacted Project Web Access site collection Reporting Server web parts

34. ISV Upgrade/Migration Solutions Quest Tech Preview of Migration Manager 2003 to 2010 with post Migration Sync Premigration assessment for duration Freeware: Check out the Free Quest Reporting Solution http://www.quest.com/reportsforsharepoint You can also find Solutions from: Metalogix, Tsunami & AvePoint

35. SharePoint 2010 Upgrade eBook Launch on May 12 Coming Soon!!!

36. Quest Solutions for SharePoint Site Administrator for SharePoint Understand, manage and secure your SharePoint environment Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control Server Administrator for SharePoint Configure, difference and health for your SharePoint farms * 2010 Tech Previews Quest Web Parts Enable rapid development of SharePoint applications Recovery Manager for SharePoint Granular SharePoint recovery for enterprise-level needs * 2003 -2010 Tech Preview Migration Manager for SharePoint SharePoint to SharePoint migration File Migrator for SharePoint File shares to SharePoint migration Public Folder Migrator for SharePoint Exchange Public Folders to SharePoint migration Notes Migrator for SharePoint Notes application content to SharePoint migration * 2010 Tech Preview

37. Thank You!

38. Learn More about SharePoint 2010 Information forIT Prosat TechNet http://MSSharePointITPro.com Information forDevelopersat MSDN http://MSSharePointDeveloper.com Information forEveryone http://SharePoint.Microsoft.com