Meeting # 89

Welcome to the Minnesota SharePoint

User Group

http://www.sharepointmn.com

April 11th, 2012

Migratory Habits of SharePoint

Brian Caauwe, Lucas Struck, & Jamie Aliperti

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Agenda• Introductions• Migrating SharePoint Overview, Architecture & Planning-

Brian Caauwe• Migrating to SharePoint Online - Lucas Struck• Break• Migration PM and Migration Tools - Jamie Aliperti• Surveys and Giveaways

o Reminder - Online Participants take Survey to be eligible for giveaway

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User Group Goal / Objectives

o Develop and support a local community focused on Microsoft SharePoint Technologies

• Educate user group members about SharePoint Technologies• Transfer knowledge within the community• Communicate best practices• Introduce new products / solutions

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Introductions – MNSPUG SponsorsAvtex (www.avtex.com) • Technology consulting company• Practice area focused on SharePoint

Benchmark Learning (www.benchmarklearning.com)• Training on many technologies

Microsoft (www.microsoft.com)

Wrox Press (www.wrox.com) O’Reilly (www.oreilly.com)

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www.SharePointMN.com• Website for user group• SharePoint resource documents• SharePoint resource links• RSS Feeds • Meeting Schedule• Past User Group Presentations

• info@sharepointmn.com www.sharepointmn.com

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Social Networking• Linked In group – The most interactive… includes job postings…

o Post Job Posting on the Jobs Discussion page

o http://www.linkedin.com/groups?gid=1878792

• Twitter tags - @MNSPUG and #MNSPUG

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Upcoming Schedule• Next Meeting

• March 14th 9:00 AM to 11:30 AM• Microsoft Technology Center• Topic: TBA

Check www.SharePointMN.com for updates!

• Ongoing Schedule• 2nd Wednesday of every month• 9:00 to 11:30 am• Microsoft Technical Center - Edina

Meeting # 89

Local and Online EventsSharePoint Saturday – April 14th , 2012 (Wait list only!)http://www.sharepointsaturday.org/twincities/default.aspx Normandale College– Bloomington, MN

Twin Cities Code Camp – April 14th & 15th, 2012http://twincitiescodecamp.com/TCCC/Default.aspx

Microsoft Webcast Calendar of Eventshttp://www.microsoft.com/events/webcasts/calendar/monthview.aspx#filter

SharePoint ShopTalk (Online) – Every Thursday @ 11:30 AMhttp://sharepointshoptalk.blogspot.com/

SharePoint Legal Users Group – 3rd Thursday @ 12:00 to 1:00 p.m.http://sharepointmnlegal.com

Minnesota Developers SharePoint Users Group – 4th Wednesday@ 8:30 to 10:30 a.m.http://mndevspug.com

Anything Else?

Meeting # 89

We Want You!• MN SharePoint User Group looking for speakers

o You know something about SharePointo Someone you know, knows something about SharePointo Speak about something you implemented

• Email: info@sharepointmn.como Nameo Contact Informationo Background Informationo Subjects comfortable talking about

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Surveys & Giveaways!

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Presenters

Meeting # 89

Quick Intro

Brian Caauwe• SharePoint Consultant• Sports Nut• @bcaauwe• http://blog.avtex.com/author/bcaauwe

Meeting # 89

Quick Intro

Lucas Struck• Sharepoint IT Pro• Occasional Woodworker• Spends large portion of off

hours trying to reason with a 1-year old

CCNAMCITP – SharePoint Administrator 2010

MCITP – Exchange 2007

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Quick Intro

Jamie Aliperti• Senior Engineer at Axceler• Board member of San

Fernando Valley SPUG• Help runs SP Saturday LA

Twitter: @jaliperti

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Migrating SharePoint

Upgrade Overview

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Migration OverviewWhat’s New

• Upgrade Preparation Tools• Windows PowerShell Upgrade Cmdlets• Feature Upgrade• Visual Upgrade• Patch Management• Downtime Mitigation Processes:

– Parallel Upgrade Pipelines– Content DB Upgrade with AAM Redirection

http://www.sharepointmn.com

Meeting # 89

Migration OverviewWhat’s DifferentChanged• Upgrade Methods

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

Removed• Gradual Upgrade• Side By Side Installation

http://www.sharepointmn.com

Meeting # 89

Migration MethodsSupported ScenariosIn-Place Upgrade• Single Click Install - SQL Migration

– Windows Internal Database (WID) -> SQL Express 2008 + File Stream RBS

Database Attach Upgrade• Content Database• Profile Service Database• Project Service Database

Hybrid• In-place• Database Attach

Alternate Access Mapping Redirection• Complex• URL Modification

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Meeting # 89

Migration MethodsUnsupported Scenarios• Upgrade from earlier than WSS v3 SP2/MOSS 2007 SP2

• Direct upgrade from WSS v2/SPS 2003 or earlier

• Side by side installation

• Gradual upgrade

http://www.sharepointmn.com

Meeting # 89

Migration Preparation ToolsWSS v3 / MOSS 2007 SP2Farm insight• Pre-Upgrade Checker• stsadm -o EnumSites• stsadm -o EnumAllWebs• stsadm -o DatabaseRepair• SPDiag V2

Moving Content• stsadm -o export / import• stsadm -o mergecontentdbs

Customizations gathering• stsadm -o ExportIPFSAdminObjects

http://www.sharepointmn.com

Meeting # 89

Pre-Upgrade Checker Commandstsadm -o preupgradecheck [-localonly]Details• Reports farm and server data

– Identifies useful farm information– Identifies current or potential issues

• Modes– Local server + farm databases (default)– Local server only

• Makes no changes to environment or data• Introduced in SP2 (12.0.0.6421)• Improved in October 2009 CU (12.0.0.6520)

• Large amounts of informationhttp://www.sharepointmn.com

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Rules Files (Partial List)• Informational

– Farm Servers, Databases– AAM Configuration– Lists Site Definitions, Features, Web Parts, Event Receivers– Installed Language packs– CAML views/CAML content types

• Issues– Missing Site Definitions, Features, Assemblies– Data orphans– Modified content databases

Pre-Upgrade Checker Commandstsadm -o preupgradecheck [-localonly]

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Migration Preparation ToolsSharePoint 2010• Farm insight

– stsadm -o EnumAllWebs– SPDiag 2010 (TBD)

• Content database insight– Test-SPContentDatabase

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SharePoint Architecture

SharePoint Architecture

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Project Server2007

Project Web Access

Shared Service Provider

SharePoint 2007 Architecture

Search Service

Excel Calc Service

Business Data Catalog

User Profiles

ContentConfig Workflow

SharePoint Server Client AppsBrowsers (IE)

InfoPath

Project

RSS Viewers

SharePoint Designer

OneNote

Groove

Project Server2007

Project Web Access

Office Client

Outlook

Search Service

Excel Calc Service

Business Data Catalog

User Profiles

ContentConfig Workflow

Windows SharePoint Services

InfoPath Service

SharePoint 2010 Architecture

http://www.sharepointmn.com

Meeting # 89

SharePoint Service ApplicationsShared Service Provider

SharePoint 2010 Architecture

Search Service

Excel Calc Service

Business Data Catalog

User Profiles

SharePoint Foundation

ContentConfig Workflow

SharePoint Server Client AppsProject Server

2010Project Web

Access

Windows SharePoint Services

2007 Browsers (IE)

InfoPath

Project

RSS Viewers

SharePoint Designer

OneNote

Office Client

Outlook

BusinessConnection Service

GrooveSharePoint Workspace

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Meeting # 89

SharePoint Service Applications

SharePoint 2010 Architecture

Search Service

Excel Calc Service

BusinessConnection Service

User Profiles

SharePoint Foundation

ContentConfig Workflow

SharePoint Server Client AppsProject Server

2010Project Web

Access

Sandboxed Code Service Usage & Health Logging

Word Conversion Service

PowerPoint Broadcast Service

Web Analytics Service

Visio Graphics Service

Access Service

InfoPath Service Managed Metadata

PerformancePoint

Browsers (IE)

InfoPath

Project

RSS Viewers

SharePoint Designer

OneNote

SharePoint Workspace

Office Client

Outlook

Browsers (IE, Fire Fox)

InfoPath

Project

RSS Viewers

SharePoint Designer

OneNote

SharePoint Workspace

Office Client

Outlook

Browsers (IE, Fire Fox)

InfoPath

Project

RSS Viewers

SharePoint Designer

OneNote

SharePoint Workspace

Office Client

Outlook

Visio

Accesshttp://www.sharepointmn.com

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Migration Planning

Upgrade Planning

Meeting # 89

• Customer Communications• Farm / Customizations Surveys• Migration / Customizations Testing• Environment Cleanup• Hardware Build-out• Customizations Deployment• Backups Before Upgrade• Operations Scheduling• Rollback / Restore Plan• Post-Upgrade Activities• Ongoing Support Calls

Migration PlanningHow to manage a complex process

http://www.sharepointmn.com

Meeting # 89

• Create a communications plano http://technet.microsoft.com/en-us/library/cc288974.aspx

• Upgrade Group / Committeeo Stakeholderso Server Adminso Database Adminso SharePoint Adminso Security Teamo Designerso Developerso Site Ownerso Site Users

• Customer Survey’s• Status updates• Unknown breeds unrest

• Closer to launch = more communication

Migration PlanningCustomer Communications

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Meeting # 89

• Gather Informationo Pre-upgrade checker (Updated in Oct 2009 CU)o Manual inspection processo Comparison process (WinDiff):

• New server with same version and patch level• Web Server Extensions directory• IIS directory• Global Assembly Cache (GAC)

• Determine impacto stsadm -o EnumAllWebs (Updated in Oct 2009 CU)

• Collect customizationso stsadm -o ExportIPFSAdminObjects

• Sample Worksheeto http://go.microsoft.com/fwlink/?LinkId=179928

Migration PlanningFarm / Customizations Surveys

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• Upgrade Issueso Over wide listso Modified Databaseso Customizationso Authentication Providers

• Recommendationso Complete survey firsto Test server side customizationso Verify in multiple upgrade modeso Preview environmentso Similar hardwareo Use subset of real datao Don’t ignore warnings

• Test Your Migration Process - Visio Diagram

Migration PlanningMigration Testing / Customizations Testing

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Will it work after Migration?

Migration PlanningMigration Testing / Customizations Testing

Structural Compatibility

User Interface and (x)HTML Compatibility

OM/Contract Compatibility

Custom Site Definitions

Custom Features

Custom CSS

Custom JavaScript

Custom Web Parts

CustomSearch Provider

or Security Trimmer

Custom Authentication

Providers

Custom Services

Modified OOB Site Definitions

Modified Databases

Modified OOB Features

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Meeting # 89

• Delete Stale Sites and Webs (Backup)o Use gradualdelete on stsadm -o deletesite

• Remove Extraneous Document Versions• Review Quotas and Locks• Cleanup Templates, Features & Web Parts• Repair Data Issues• Verify Healthy Environment• Fix variation issues

o stsadm -o variationfixuptool

Migration PlanningEnvironment Cleanup

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• Virtualization• Image / Snapshot base OS• Storage & I/O• Service Accounts• Service Applications• Use Wizards• Fix Build bug

o Get-SPProduct -Local

Migration PlanningHardware Build-out

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

• What did your preupgradecheck say?

• Use Upgrade Worksheeto http://go.microsoft.com/fwlink/?LinkId=179928

Migration PlanningCustomizations Deployment

http://www.sharepointmn.com

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• In-placeo Take virtual snapshot (SP & SQL)o Backup customizationso Backup web.config

• Attach DBo Keep database .bak files

• Keep backups close and up to date

Migration PlanningBackups Before Migration

http://www.sharepointmn.com

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Migration PlanningOperations Scheduling

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

Microsoft Benchmark operations schedule

Note:o Planned 36 hours outage.o Up to 54 hours emergency outage if rollback is required.o Downtime mitigation processes such as read-only databases can be used to reduce outage

time.http://www.sharepointmn.com

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• Rollback OR Restoreo DNS / Load Balancero SQL Restoreo Virtual Snapshot Restore

• Point of no returno How long does it take to implement?

• Test, Test and Re-Test procedures• Prepare communication

Migration PlanningRollback / Restore Plan

http://www.sharepointmn.com

Meeting # 89

• Find and Fix Issueso Missing Templates / Definitionso Deprecated Templates / Definitions

• SSP Admin Site (OSRV)• Great Plains (STSPKPL)

o Missing Solutions / Featureso Deprecated Features

• PortalLayoutso Missing Assemblies

• Office Web Parts (STSPKPL)

Migration PlanningPost-Upgrade Activities

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• Forms Based Authentication (FBA)o Modify web.config files

• Central Administration• Secure Token Service (STS)• Content Web Application

o Fix user identifiers (In-Place upgrade)• User Experience

o Unghosted pageso Non-reghostable pageso Incompatible HTML

• Content Issueso Large Listso Wide Lists

• Service Applicationso User Profile

• Profile Image Store• Managed Metadata Properties

o Search• Managed Properties• Scopes

Migration PlanningPost-Migration Activities

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• They WILL happen• Who receives support calls?

o Can they solve the problems?o Do they have permissions?o Escalation process

• Proactive vs. Reactive• Turn support calls into opportunities• Center of Excellence• Offer more than support … Training

Migration PlanningOngoing Support Calls

http://www.sharepointmn.com

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Migration Resources• Upgrade Worksheet

o http://go.microsoft.com/fwlink/?LinkId=179928• Migration Process

o http://www.microsoft.com/downloads/details.aspx?FamilyID=d7389d9f-f70f-4226-89aa-a96a05a497f0&displaylang=en

• Communications Plano http://technet.microsoft.com/en-us/library/cc288974.aspx

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Migrating to SharePoint Online

• Licensing• Authentication• Limitations• General Recommendations• Migration Strategies

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Licensing

Office 365 Plan Offerings• Small Business Plans

o P1• Small to Medium Business Plans

o E1, E2, E3, E4• Kiosk Workers

o K1, K2• Sharepoint Stand-Alone Plans• Sharepoint Dedicated

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Authentication• Microsoft Online ID

o Most basic Office 365 account. Created using the Administration Portal

• Microsoft Live Accountso Invitations Sent to External Users with existing Microsoft Live

accounts. • Active Directory Synchronized Accounts (DirSync)

o AD accounts are duplicated and synchronized automatically using modified FIM product (DirSync.)

• Active Directory Federation Services (ADFS)o Most seamless solution. Users log in using their AD credentials

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Service Application and Feature Limitations• Access Reporting• SSRS• Performance Point• Excel Services• Power Pivot• Word Automation Services• Web Analytics• Secure Store Service

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Site and File Limitations• Maximum Storage per SPO Instance – 25 tb• Maximum Site Collections Per SPO Instance – 300• Maximum Storage per Site Collection – 100 gb• Maximum File Size – 250 mb• List of blocked file types not editable• No Records Center or Business Intelligence Center• No Auditing of Opened or Downloaded Files• Vanity URLs only allowed in External Site (limit 1)• PDFs cannot be opened in the browser• External Site look and feel can only be edited using online tools

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Search Limitations• Federated Search not available• I-Filters are not supported• Search scopes only allowed at the Site Collection level• No property based search scopes• No access to the Search Service Application• FAST Search functionality not available• Crawls run at a set interval of 5 minutes• Alternative Search Scenarios that serve to mitigate some of

these limitations do exist

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Social and Workflow Limitations• Social

o Limited ability to customize look and feel of My Siteso My Content Site Collections are limited to 500mb

• Workflowso SharePoint Designer Workflows are available but must be uploaded

as Sandboxed Solutionso Third Party Workflow Providers are not supported

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General Recommendations• Take a Backup before initiating and Migration activities• Consolidate Environments On-Premise if possible• Perform a Phased Migration• Consider Latency• Set Expectations Properly

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Migration Strategies• Manual Upload via Explorer View• Manual Upload via SharePoint Designer• Blank Slate Approach• Third Party Solutions

o AvePointo Dshifto MetaViso MetaLogixo Quest

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Third Party Resource Links• http://www.dshift.com/solutions/sharepoint-migrator-premiu

m/• http://www.metavistech.com/product/migrate-to-office-365-s

harepoint-online• http://www.avepoint.com/sharepoint-online-migration-docav

e/• http://www.metalogix.com/products/migration-manager-for-s

harepoint/sharepoint-upgrade.aspx• http://www.quest.com/migrator-for-sharepoint-online/

Migration Tips and Pointers

Jamie Aliperti

jamie.aliperti@axceler.com@jaliperti

Minnesota SPUGApril 11th, 2012

About MeSales Engineering Manager Axceler

based out of the Los Angeles office, and spend most of my time providing consultancy, training and support to current and future customers. I have over 7 years experience with Microsoft technologies, and lead the Los Angeles Sales Engineering team.

Email: Jamie.Aliperti@axceler.comTwitter: @jaliperti

About Axceler• Improving SharePoint Collaboration Since 2007– Mission: To enable enterprises to simplify, optimize, and

secure their collaborative platforms– Delivered award-winning administration and migration

software since 1994– Over 2,000 global customers

• Dramatically improve the management of SharePoint

– Innovative products that improve security, scalability, reliability, “deployability”– Making IT more effective and efficient and lower the total

cost of ownership

• Focus on solving specific SharePoint problems (Administration & Migration)

– Coach enterprises on SharePoint best practices– Give administrators the most innovative tools available– Anticipate customers’ needs– Deliver best of breed offerings– Stay in lock step with SharePoint development and

market trends

The Migration Easy Button

No Migration Easy Button

Migration is all about planning

Migrate all at once

Bad Idea

Migration – Planned/Phased

Good Idea

Knowledge is Power

Know Common Migration Issues• Customizations not compatible with SharePoint 2010

– Features– Web Parts– Workflows– Custom Site Templates

• Orphan Domain Users• 3rd Party WebParts• Fab 40 Templates• Large Content Databases• Large Lists• Custom MasterPages• Hard Coded links• URL Changes• InfoPath Forms• File share migrations

How to Optimize Your Environment for

an Effective SharePoint Migration– Gain Visibility into Migration risks

– Realign Storage

– Identify stale Sites and content

– Clean up Permissions

– Find Customizations

Testing is Key

– Migrate once

– Test customizations

– Test the results

– Involve users in Testing

– Get buy in from the users before going live

– Migrate again

• Davinci is a migration tool that allows you to plan and migrate to the SharePoint 2010 platform:

• Discover Query your environment for the exact content and sites you want to migrate

• PlanPlan what to migrate, when to migrate and analyze before you migrate

• Migrate We migrate 2003 and 2007 to 2010 We migrate farms, sites, or pieces of a site

What is Davinci?

Davinci Demonstration

Contact Sales at sales@axceler.com

Contact me: jamie.aliperti@axceler.comTwitter@jaliperti

Contact us for more info

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Q & A

http://www.sharepointmn.com

Meeting # 89

Last But Not Least

• Please Fill Out Evaluations• Drawings for Giveaways• Today’s Presenters:

o Brian Caauweo Lucas Strucko Jamie Aliperti

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Thanks for coming!

http://www.sharepointmn.com