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Meeting # 105http://sharepointmn.com
Welcome to the Minnesota SharePoint
User Group
September 11th, 2013
SharePoint Upgrade: What you need to know
Brian Caauwe
Donald Donais
Meeting # 105http://sharepointmn.com
Agenda
• Upgrade Planning• Upgrade OverviewBreak• Upgrade Cycle• Demo• Post Upgrade• Resources
Meeting # 105http://sharepointmn.com
User Group Goal / Objectives
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
Meeting # 105http://sharepointmn.com
MNSPUG Sponsors
Wrox Press (www.wrox.com)
O’Reilly (www.oreilly.com)
Dedicated Sponsors
Avtex (www.avtex.com)
Microsoft (www.microsoft.com)
Annual SponsorBenchmark Learning (www.benchmarklearning.com)
SharePoint User Group Support
softwareOne(www.softwareone.com)
Meeting # 105http://sharepointmn.com
MNSPUG Sponsorship
• Two Opportunities to Sponsor• Annual Sponsorship ($2500 annually)
Money Will Help Fund MNSPUG Events Annual Sponsorship will be Reviewed Yearly Cannot be in Direct Competition with Another Annual Sponsor Looking for:
• Microsoft SharePoint ISV• Microsoft Learning Provider• Microsoft Licensing Account Reseller
• Lunch Sponsorship
Meeting # 105http://sharepointmn.com
MNSPUG Sponsorship Continued
• Lunch Sponsorship ($500 for a lunch) Sponsor a Lunch Event Following MNSPUG Event This can be geared toward your specific SharePoint product or
capabilities
Meeting # 105http://sharepointmn.com
MN SharePoint Users Group Website
• SharePoint Resource Documents• SharePoint Resource links• RSS Feeds • Meeting Schedule• Past User Group Presentations• Past User Group Recordings• Sponsorship Information
• http://sharepointmn.com• Email: [email protected]
Meeting # 105http://sharepointmn.com
Social Networking
• Linked In group – The most interactive… includes job postings… Post Job Posting on the Jobs Discussion page
http://www.linkedin.com/groups?gid=1878792
• Twitter tags - @MNSPUG and #MNSPUG
Meeting # 105http://sharepointmn.com
Upcoming Schedule
• Next Meeting October 9th 9:00 AM to 11:30 AM SharePoint and Social Vendor Sponsored Lunch - NewsGator Microsoft Technology Center Check www.SharePointMN.com for updates!
• Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:30 am Microsoft Technical Center - Edina
Meeting # 105http://sharepointmn.com
Local and Online EventsMicrosoft Webcast Calendar of Eventshttp://www.microsoft.com/events/webcasts/calendar/monthview.aspx#filter
SharePoint ShopTalk (Online) – Every Thursday @ 11:30 AMhttp://sharepointshoptalk.com/
SharePoint Legal Users Group – 3rd Thursday @ 12:00 to 1:00 p.m.http://sharepointmnlegal.com
SharePoSH – Online Virtual Eventhttp://www.shareposh.com/Pages/default.aspx
SharePoint Saturday Omaha – September 28th, 2013 University of Nebraska, Omahahttp://spsevents.org/city/Omaha/Pages/Information.aspx
SharePoint Saturday Twin Cities – October 12th, 2013 Normandale Community College, Bloomingtonhttp://www.spstc.com/
SharePoint Saturday Chicago – November 2nd, 2013 Hard Rock Hotel, Chicago, ILhttp://www.sharepointsaturdaychicago.com/
SharePoint Conference 2014 – March 3-6th 2014 , The Venetian, Las Vegas, Nevadahttp://sharepointconference.com/
Anything Else?
Meeting # 105http://sharepointmn.com
Evaluations & Giveaways!
Ira Fuchs
Meeting # 105http://sharepointmn.com
In Remembrance
Meeting # 105http://sharepointmn.com
Presenter
Meeting # 105http://sharepointmn.com
Brian Caauwe• SharePoint Consultant• Sports Enthusiast• @bcaauwe• http://blog.avtex.com/author/bcaauwe
Introductions
Meeting # 105http://sharepointmn.com
Upgrade Planning
Meeting # 105http://sharepointmn.com
Upgrade• “to improve or replace especially software or a device for increased
usefulness”
Migration• “to move from one country, place, or locality to another”
Source: http://www.Merriam-Webster.com
Upgrade PlanningGeneral Definitions
Meeting # 105http://sharepointmn.com
Upgrade • Enhancing the core system to enable new functionality
Version to Version• 2010 to 2013 (and beyond)
Build to Build• Cumulative Updates• Service Packs
Migration• Moving content from between SharePoint objects or between environments
Making an SPWeb an SPSite Moving a document library to another location Moving a file between libraries
Upgrade PlanningSharePoint Definitions
Meeting # 105http://sharepointmn.com
Poll
• What target customer(s) was SharePoint 2013 upgrade developed for?
Meeting # 105http://sharepointmn.com
• ALL upgrade enhancements have been made with one customer in mind
Upgrade PlanningUpgrade Level Set
Meeting # 105http://sharepointmn.com
• Customer Communication• Farm / Customization Surveys• Upgrade / Customization Testing• Environment Cleanup• Environment Build-out• Customizations Deployment• Operations Scheduling• Rollback Plan• Post-Upgrade Activities• Ongoing Support Calls
Upgrade PlanningManaging a complex process
Meeting # 105http://sharepointmn.com
• Create a communication plan TechNet: http://technet.microsoft.com/en-us/library/cc263345.aspx
• Upgrade Group / Committee Stakeholders Server Admins Database Admins SharePoint Admins Site Admins Security Team Designers Developers Site Users
• Customer Survey’s
• COMMUNICATE!!! Upgrade Reasons Upgrade Plan Upgrade Status More, more, more…
Upgrade PlanningCustomer Communications
Meeting # 105http://sharepointmn.com
• Gather Information
• Determine Impact
• Collect customizations Manual Scripted
• Sample Worksheet http://www.microsoft.com/en-us/download/details.aspx?id=30370
Upgrade PlanningFarm / Customization Surveys
Meeting # 105http://sharepointmn.com
• Upgrade Issues Wide lists Authentication Mismatch Modified Databases Customizations
• Recommendations Complete Customer & Farm Survey’s BEFORE testing Set Testing Goals Test customizations Use REAL data Evaluate branding requirements Use Evaluation sites
• TEST YOUR Upgrade Process http://www.microsoft.com/en-us/download/details.aspx?id=30366
Upgrade PlanningUpgrade Testing / Customization Testing
Meeting # 105http://sharepointmn.com
• Remove unneeded sites Office Web Application “cache” PowerPoint Broadcast
• Remove Stale Content / Unneeded Versions• Review Quotas / Locks• Cleanup Templates, Solutions, Features, Web Parts, etc
User Driven, OM / PowerShell can help• Repair Data issues
User Driven, OM / PowerShell can help• Verify “Healthy” Environment (e.g. Health Analyzer, Event Logs, SP Logs)• Balance / Organize Content Databases
Root sites “Issue Sites” in their own DBs
Upgrade PlanningEnvironment Cleanup
Meeting # 105http://sharepointmn.com
• Virtualization• Use Snapshots between steps
OS Install SP Install Farm Configuration Etc.
• Storage & I/O• Farm Build
Scripted Process• Service Accounts
New or Old• Identify new service / service application requirements
Upgrade PlanningEnvironment Build-out
Meeting # 105http://sharepointmn.com
• Solutions• Features• Site Definitions• web.config modifications• Custom Files / Images
• What did your Farm Survey say?
• Use the Upgrade Worksheet http://www.microsoft.com/en-us/download/details.aspx?id=30370
Upgrade PlanningCustomizations Deployment
Meeting # 105http://sharepointmn.com
Microsoft Benchmark Operations Schedule
Note: • Planned 36 hours outage• Up to 54 hours emergency outage if rollback is required• Downtime mitigation process can reduce outage time
Upgrade 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
Meeting # 105http://sharepointmn.com
• DNS, Load Balancer, Service Applications, SQL Locks• Draw a line in the sand
How long does it take to implement? How long does it take to rollback?
• Test, Test and Re-Test processes AND procedures• Prepare communication
Upgrade PlanningRollback Plan
Meeting # 105http://sharepointmn.com
Later Today• Post-Upgrade Activities• Ongoing Support Calls
Upgrade PlanningAfter Upgrade
Meeting # 105http://sharepointmn.com
Upgrade Overview
Meeting # 105http://sharepointmn.com
Poll
• What are your “largest”, “time consuming”, “hardest to overcome” issues with SharePoint Upgrades?
Meeting # 105http://sharepointmn.com
• Customizations• Available Disk Space• Customizations• Resource Constraints (I/O, Memory, Time)• Customizations• Testing (or lack thereof)• Customizations• Knowledge
• Customizations
Upgrade OverviewTypical Issues
Meeting # 105http://sharepointmn.com
Supported• MOSS 2007 / WSS 3.0 SP2 SharePoint 2010 RTM SharePoint 2013
Need to force site version from 12 to 14• SharePoint 2010 RTM+ SharePoint 2013 • Database Attach Upgrade
Service Applications (some) Content Databases
• Swing Upgrade• AAM Redirection (DO NOT USE)
Unsupported• In Place• SharePoint 2007 (or previous) SharePoint 2013
Upgrade OverviewOOB Upgrade Scenarios
Meeting # 105http://sharepointmn.com
• Compatibility Levels / Compatibility Ranges• Self-Service Site Collection Upgrade• Evaluation Site Collection• Site Collection Health Checks• System Notifications / Email templates
Upgrade OverviewWhat’s New
Meeting # 105http://sharepointmn.com
• CompatibilityRange Determines what VERSION of site collections can be created in Central Administration AND
impacts Self-Service upgrade options Configurable on Web Application
• $webApp.CompatibilityRange Features / Solutions now deployed based on CompatibilityRange (14, 15, All)
• Install-SPSolution uses parameter name -CompatibilityLevel• TechNet Reference: http://technet.microsoft.com/en-us/library/ff607534.aspx
• CompatibilityLevel Site Collection Determines user experience Replacement for UIVersion
• Located on the Site Collection object NOT Web object• Cannot be directly set
Set as part of the Upgrade-SPSite process ONLY• $site.CompatibilityLevel
Upgrade OverviewWhat’s New – Compatibility Ranges / Compatibility Levels
Meeting # 105http://sharepointmn.com
• Allows site collection administrators to determine WHEN they go to 2013
• Timer Job managed Upgrade Site Collections job
• Default Configuration: Runs every 1 minute• Internal Name: job-create-sites
Upgrade OverviewWhat’s New – Self-Service Site Collection Upgrade
Meeting # 105http://sharepointmn.com
• Web Application Properties Allows Site Collection Administrators Self-Service Evaluation
• $webApp = Get-SPWebApplication https://portal.company.com• $webApp.AllowSelfServiceUpgradeEvaluation = $true (Default)
Can postpone upgrade available notification for site collection administrators• $webApp.UpgradeReminderDelay = 30 (Default)
E-mail notifications• $webApp.SendSiteUpgradeEmails = $true (Default)
Max Size for Evaluation Sites• $webApp.MaxSizeForSelfServiceEvalSiteCreationMB = 102400 (Default – in MB)
Evaluation site retention• $webApp.UpgradeEvalSitesRetentionDays = 30 (Default – in days)
Upgrade OverviewWhat’s New – Self-Service Site Collection Upgrade
Meeting # 105http://sharepointmn.com
• Site Collection Properties Self-Service properties
• $site = Get-SPSite https://portal.company.com• $site.AllowSelfServiceUpgrade = $true (Default)• $site.AllowSelfServiceUpgradeEvaluation = $true (Default)
Also contains “inherit” properties on Site Collection to reset values from Web Application
• $site.InheritAllowSelfServiceUpgradeSetting = $true (Default)• $site.InheritAllowSelfServiceUpgradeEvaluationSetting = $true
(Default)
Upgrade OverviewWhat’s New – Self-Service Site Collection Upgrade
Meeting # 105http://sharepointmn.com
Upgrade OverviewUpgrade Site Collection – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewUpgrade Site Collection – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewUpgrade Site Collection – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewUpgrade Site Collection – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewUpgrade Site Collection – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewUpgrade Site Collection – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
• Start Site Upgrade $site = Get-SPSite https://portal.company.com/sites/sitecollectionurl Upgrade-SPSite $site [-VersionUpgrade] [-Email] [-QueueOnly] [-Unthrottled]
TechNet Reference: http://technet.microsoft.com/EN-US/library/fp161257.aspx
• Monitor Upgrade Queue $db = Get-SPContentDatabase WSS_Content Get-SPUpgradeSessionInfo -ContentDatabase $db [-HideWaiting] [-ShowFailed] [-
ShowInProgress]
$site = Get-SPSite https://portal.company.com/sites/sitecollectionurl Get-SPUpgradeSessionInfo -Site $site
TechNet Reference: http://technet.microsoft.com/EN-US/library/fp161278.aspx
Upgrade OverviewUpgrade Site Collection – PowerShell
Meeting # 105http://sharepointmn.com
• Timer Job managed Create Upgrade Evaluation Site Collections
• Creates evaluation site collections• Default Configuration: Runs daily between 01:00:00 and 01:30:00• Internal Name: job-create-upgrade-eval-sites
Delete Upgrade Evaluation Site Collections• Deletes evaluation site collections AND sends notifications near
expiry date• Default Configuration: Runs daily between 01:00:00 and 01:30:00• Internal Name: job-delete-upgrade-eval-sites
Upgrade OverviewWhat’s New – Evaluation Site Collection
Meeting # 105http://sharepointmn.com
Upgrade OverviewRequest Evaluation Site – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewRequest Evaluation Site – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewRequest Evaluation Site – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewRequest Evaluation Site – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewRequest Evaluation Site – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewRequest Evaluation Site – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
• Submit Request $site = Get-SPSite
https://portal.company.com/sites/sitecollectionurl Request-SPUpgradeEvaluationSite $site [-Email] [-NoUpgrade]
TechNet Reference: http://technet.microsoft.com/EN-US/library/fp161282.aspx
Upgrade OverviewRequest Evaluation Site – PowerShell
Meeting # 105http://sharepointmn.com
• Health Checks are forcibly run before any site collection upgrade• Rule based
Conflicting Content Types Customized Files Missing Galleries Missing Parent Content Types Missing Site Templates Unsupported Language Pack References Unsupported MUI References
• WILL prevent upgrade if upgrade blocking errors occur• Can be run manually through UI or PowerShell
Can / should be used OUTSIDE of the upgrade process to identify issues
• TechNet Reference: http://technet.microsoft.com/en-us/library/jj219720.aspx
Upgrade OverviewWhat’s New – Site Collection Health Checks
Meeting # 105http://sharepointmn.com
Upgrade OverviewSite Collection Health Checks – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewSite Collection Health Checks – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewSite Collection Health Checks – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewSite Collection Health Checks – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
Upgrade OverviewSite Collection Health Checks – End User Service-Service User Experience
Meeting # 105http://sharepointmn.com
• Test-SPSite $site TechNet Reference: http://
technet.microsoft.com/EN-US/library/fp161259.aspx
• Repair-SPSite $site TechNet Reference: http://
technet.microsoft.com/EN-US/library/fp161269.aspx
Upgrade OverviewSite Collection Health Checks – PowerShell
Meeting # 105http://sharepointmn.com
• Status message bar is NOT customizable
• Additional “Maintenance Link” property to direct users to pre-determined pages $webApp.ReadOnlyMaintenanceLink $webApp.UpgradeMaintenanceLink
• Email Templates provided by Web Application feature Feature Name: EmailTemplates Only deployed to 14 Hive
Upgrade OverviewWhat’s New – System Notifications / Email Templates
Meeting # 105http://sharepointmn.com
• Claims authentication DEFAULT authentication method Classic isn’t gone, only use with REAL business requirement
Converting to Claims• Microsoft guidance == migrate to claims in 2010 first2010
$webApp = Get-SPWebApplication https://portal.company.com$webApp.UseClaimsAuthentication = $true$webApp.Update()$webApp.MigrateUsers($true)
2013$webApp = Get-SPWebApplication https://portal.company.comConvert-SPWebApplication $webApp -To Claims -RetainPermissions
TechNet Reference: http://technet.microsoft.com/en-us/library/jj219696.aspx
Upgrade OverviewWhat’s Different – Changed
Meeting # 105http://sharepointmn.com
• Web Application / Content Database Upgrade Throttling Storage limit (in MB) beyond which the site should be moved to queue
• $webApp.SiteUpgradeThrottleSettings.UsageStorageLimit (10 Default)
Subweb limit beyond which the site should be moved to queue• $webApp.SiteUpgradeThrottleSettings.SubwebCountLimit (10 Default)
Max concurrent upgrade sessions per application pool• $webApp.SiteUpgradeThrottleSettings.AppPoolConcurrentUpgradeSessionLimit (5 Default)
Max concurrent upgrade sessions per content database• $contentDB.ConcurrentSiteUpgradeSessionLimit (10 Default)
MSDN Reference: http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.administration.spsiteupgradethrottlesettings_properties.aspx
Upgrade OverviewWhat’s Different – Changed
Meeting # 105http://sharepointmn.com
• Test-SPContentDatabase Use -ServerInstance parameter to connect to specific SQL instance CAN target connected 2010 content databases Use -ShowLocation parameter to show site collection ID references for reported issues Does NOT tell the whole story
• User Experience CSS, Master Pages, Page Layouts Themes are different again (new SPColor) References to /_layouts/ and /_controltemplates/ need to change to /_layouts/15/ and
/_controltemplates/15/ (2013 mode) Office Web Application URLs (separate product == new URLs) When upgrading Site Collection, masterpage gets set to seattle.master
Upgrade OverviewWhat’s Different – Changed
Meeting # 105http://sharepointmn.com
• Site Collection / Web Upgrade Webs can only be in the same compatibility level as Site Collection Cannot swap between UIVersions for “preview” Evaluation sites will ALWAYS have a shelf life
• Upgrade Ownership Farm Administrators make site collection upgrade “available” Site Collection Administrators initiate / evaluate upgrade Site Collection Administrators NOTIFIED of upgrade process
Upgrade OverviewWhat’s Different – Changed
Meeting # 105http://sharepointmn.com
• Service Application Upgrade 2010 environment CAN consume 2013 service applications Will not utilize new features until web applications are in 2013 mode
Secure Store• New-SPSecureStoreApplication (Upgrades SSS)• Update-SPSecureStoreApplicationServerKey (Requires Passphrase from 2010)
Business Connectivity Services• New-SPBusinessDataCatalogServiceApplication (Upgrades BCS)
Managed Metadata• New-SPMetadataServiceApplication (Upgrades MMS)
Upgrade OverviewWhat’s Different – Improved
Meeting # 105http://sharepointmn.com
• Service Application Upgrade (continued…) Search
• Restore-SPEnterpriseSearchServiceApplication (Upgrades Search Admin DB)– Does NOT retain index– Auto-generates other search database names … GUIDS
User Profile• New-SPProfileServiceApplication (Upgrades Profile, Social and / or Sync DB)• Can upgrade ALL or SOME User Profile Databases
– User Profile– Social – Sync (requires additional FIM certificate “fun”)
Upgrade OverviewWhat’s Different – Improved
Meeting # 105http://sharepointmn.com
• Service Application Upgrade (finally…) PerformancePoint
• New-SPPerformancePointServiceApplication (Upgrades PerformancePoint)
Project• New-SPProjectServiceApplication (Creates Project Service App)• Mount-SPProjectDatabase (Mounts singled merged project DB
OR merges four prior DB’s into one)
Upgrade OverviewWhat’s Different – Improved
Meeting # 105http://sharepointmn.com
• PowerShell Cmdlets
• Upgrade Logging Server: Individual consolidated Upgrade-[DATE]-[TIME]-[ID]-
error.log files Site collection maintenance logs available through UI
• Formatted like ULS logs• Placed in folder in a special gallery• ~site/_catalogs/MaintenanceLogs/[DATE]-[TIME]-[ID].txt
Upgrade OverviewWhat’s Different – Improved
Meeting # 105http://sharepointmn.com
• Methods In Place Upgrade AAM Redirection
• OK it’s still there… but DO NOT USE
• stsadm -o preupgradecheck Manual / OM methods Test-SPContentDatabase can help a good amount
• SPWeb.UIVersion & SPWeb.UIVersionConfigurationEnabled Evaluation Sites are the “replacement”
• Content Databases no longer flip to SIMPLE recovery during upgrade
Upgrade OverviewWhat’s Different – Removed
Meeting # 105http://sharepointmn.com
Break
Meeting # 105http://sharepointmn.com
Upgrade Cycle
Meeting # 105http://sharepointmn.com
Upgrade CycleLearn
• Upgrade methods• New capabilities• Downtime mitigation
Prepare• Document
environment• Manage
customizations• Plan upgrade strategy• Make items
upgradable
Test• Build test farms• Use real data• Evaluate techniques• Find issues early
Implement• Build/upgrade farms• Deploy
customizations• Minimize downtime• Monitor progress
Validate• Troubleshooting• Upgrade event
failures• UI/UX issues• Data issues
Meeting # 105http://sharepointmn.com
About YOUR environment• Customizations (Solutions / Features / Cowboy)
Your code Branding 3rd party
• Authentication Provider Classic vs. Claims FBA Custom STS
• Hardware Requirements (YOU NEED MORE) Disk Requirements (include backup and restore sizing) Resource Requirements TechNet Reference: http://technet.microsoft.com/en-us/library/cc262485.aspx
Upgrade Methods• Services Application (FIRST)
Point in time migration Swing migration
• Content Database Read-only outage acceptable to reduce “downtime”
Upgrade CycleLearn
Meeting # 105http://sharepointmn.com
Web Browser Requirements• IE 8+• Google Chrome (latest version)• Mozilla Firefox (latest version)• Apple Safari (latest version)• What about mobile?
Office Requirements• 2010 or 2013• SharePoint Designer
“Deprecated” Features• Sandbox Solutions
code == bad XML == OK
• SharePoint Designer – Design View (Removed)• PowerPoint Broadcast site collection (Removed)• Meeting Workspaces• Web Analytics Moved to Search Service Application• Office Web Applications Separate application
Upgrade CycleLearn
Meeting # 105http://sharepointmn.com
Reconnect with users
• Ask your users how they are using your solutions• Determine dead sites• Remove data clutter• Prioritize items that are fixed in 2013• Re-visit information architecture• Build internal buzz
• Start communication early!!
Upgrade CyclePrepare
Meeting # 105http://sharepointmn.com
Upgrade Strategy• Different Roles, Different Upgrade Schedules
SQL (MDOP) Office Web Applications Azure Workflow SharePoint
• Upgrade Operations Roles on call, required, optional Downtime / Disruption limits URL adjustments (AVOID IF POSSIBLE)
Upgrade CyclePrepare
Meeting # 105http://sharepointmn.com
SharePoint 2010 Environment
• Validate / Complete Visual Upgrade• Cleanup sites, webs, versions• Isolate customized site collections into separate databases• Isolate ROOT (/) site collections into separate databases• Prepare site and list “templates” for migration• Service Applications
Swing Upgrade: Prepare Farm for Service Application consumption
Upgrade CyclePrepare
Meeting # 105http://sharepointmn.com
Farm Insight• Manual
File / Folder comparison• 14 hive• web.config• GAC
IIS Bindings• Host Headers• SSL Certificates
Service Application / Web Application settings• Secure Store Passphrase• User Profile Import Connection(s)• Blobcache• BrowserFileHandling• Maximum Upload Size
• Tools WinDiff / BeyondCompare PowerShell XCopy
Upgrade CyclePrepare – Upgrade Prep Tools
Meeting # 105http://sharepointmn.com
Farm Insight (Continued)• PowerShell
Get-SPServer Get-SPWebApplication / Get-SPSite / Get-SPWeb Get-SPFeature Get-SPWebTemplates Test-SPContentDatabase Get-SPContentDatabase | %{$_.Repair([bool])}
• $true = fix issues• $false = list issues
MANY, MANY MORE…• STSADM
stsadm -o enumsites stsadm -o enumallwebs stsadm -o databaserepair
Upgrade CyclePrepare – Upgrade Prep Tools
Meeting # 105http://sharepointmn.com
Moving Content• PowerShell
Move-SPSite Export-SPWeb / Import-SPWeb
• STSADM stsadm -o mergecontentdbs stsadm -o export / import
• 3rd Party Tools MANY out there
Customization Gathering• PowerShell
Get-SPSolution Export-SPInfoPathAdministrationFiles
• STSADM stsadm -o enumsolutions stsadm -o ExportIPFSAdminObjects
Upgrade CyclePrepare – Upgrade Prep Tools
Meeting # 105http://sharepointmn.com
SharePoint 2013 Environment
• Build / Prepare SQL environment Ensure Max Degree of Parallelism
• Build Associated Services Office Web Applications Azure Workflow Manager
• Build SharePoint environment Use YOUR real data Use similar hardware as production
• Know what you are trying to test Web Applications
• Set CompatibilityRange• Create Managed Paths• Manual web.config changes
Service Applications• Build out new service applications NOT being migrated• Swing Upgrade: Prepare Farm for Service Application publishing (2013) / consumption (2010)
Apps configuration
Upgrade CycleTest
Meeting # 105http://sharepointmn.com
Service Applications• Test service applications to upgrade• User Profile: Create Import Connections• Search: Perform crawl to populate index• Swing Upgrade: Publish service applications and consume for
validation
Content• Run Test-SPContentDatabase prior to Mount-SPContentDatabase• Run Test-SPSite and Repair-SPSite before site upgrades
Upgrade CycleTest
Meeting # 105http://sharepointmn.com
Perform MULTIPLE test upgrades• Create a checklist• Document your process AND procedures• Create scripts for repeatable process
Take user error out of the equation as much as possible• Identifies YOUR time requirements
End user Testing• Real accounts• Customization Testing• They know their sites better than you• Performance / Load Testing
Upgrade CycleTest
Meeting # 105http://sharepointmn.com
Service Application Upgrade Order• Secure Store• Business Connectivity Services (might require SSS)• Managed Metadata• User Profile (requires BCS and MMS)• Search (crawl account needs to have access to UPA)• PerformancePoint• Project
• Make sure associated services are also running
Content Database Upgrade Order• Root level site collections• Easy (less customization)• Hard (most customization)
• ALWAYS Test-SPContentDatabase before Mount-SPContentDatabase
Upgrade CycleImplement
Meeting # 105http://sharepointmn.com
Upgrade Order for Social Experience• Upgrade MySite Host to 2013• Upgrade Personal sites to 2013
PowerShell initiated User Initiated
• Users cannot use new social features until their personal site is in 2013 mode
Upgrade CycleImplement
Meeting # 105http://sharepointmn.com
Logs• Server logs
Event Logs ULS Logs Upgrade Logs
• Site Collection Maintenance Logs
• Do NOT ignore “warnings”
Issue Resolution Order• Authentication• Customizations• Content
Data Integrity• Orphans / DB issues• Missing Data
Upgrade CycleValidate
Meeting # 105http://sharepointmn.com
Site Sampling• Choose all high impact / visibility sites• Choose some simple sites
Get at least one of each site definition• Choose most high customized sites
• Ensure what you are validating WORKED before upgrade
Verify Services• New Service Application functionality• Upgraded Service Application functionality
Customizations• 2010 AND 2013 mode• Might need to deploy to -CompatibilityLevel All
User Experience• Master Pages, Page Layouts• CSS and Themes
Upgrade CycleValidate
Meeting # 105http://sharepointmn.com
Demo
• Service Application Upgrade• Evaluation Site Collection• Site Collection Upgrade
Meeting # 105http://sharepointmn.com
Post Upgrade
Meeting # 105http://sharepointmn.com
• You WILL miss something
• Solutions / Features
• Templates / Definitions Remove PowerPoint Broadcast Remove Office Web Application Cache Fab 40 … don’t go there
• Large Lists / Wide Lists
• User Experience Use Site Collection Health Checks to help
• Unghosted pages• Non-reghostable pages
Incompatible HTML
Post UpgradeFixing Issues
Meeting # 105http://sharepointmn.com
• If not already, at least be on March 2013 PU It’s the NEW RTM
SharePoint Foundation 2013: http://support.microsoft.com/kb/2768000 SharePoint Server 2013: http://support.microsoft.com/kb/2767999
• For Cumulative Updates and Service Packs (B2B), same cycle applies Learn Prepare Test Implement Validate
Post UpgradePatching
Meeting # 105http://sharepointmn.com
• Support calls WILL happen “something changed” “what is this new button”
• Who will receive support calls? Can they solve the problems Do they have permissions to do so What is the escalation process
• Proactive vs. Reactive Support
Post UpgradeSupport
Meeting # 105http://sharepointmn.com
Resources
Meeting # 105http://sharepointmn.com
Communication Plan• http://technet.microsoft.com/en-us/library/cc263345.aspx
Upgrade Worksheet• http://www.microsoft.com/en-us/download/details.aspx?id=30370
How to Test Upgrade• http://www.microsoft.com/en-us/download/details.aspx?id=30366
Run site collection health checks in SharePoint 2013• http://technet.microsoft.com/en-us/library/jj219720.aspx
Hardware and software requirements for SharePoint 2013• http://technet.microsoft.com/en-us/library/cc262485.aspx
SharePoint 2013 training for IT pros• http://technet.microsoft.com/en-US/sharepoint/fp123606
References
Meeting # 105http://sharepointmn.com
Test-SPSite• http://technet.microsoft.com/EN-US/library/fp161259.aspx
Repair-SPSite• http://technet.microsoft.com/EN-US/library/fp161269.aspx
Upgrade-SPSite• http://technet.microsoft.com/EN-US/library/fp161257.aspx
Get-SPSiteUpgradeSessionInfo• http://technet.microsoft.com/EN-US/library/fp161278.aspx
Request-SPupgradeEvaluationSite• http://technet.microsoft.com/EN-US/library/fp161282.aspx
Convert-SPWebApplication• http://technet.microsoft.com/en-us/library/jj219696.aspx
Install-SPSolution• http://technet.microsoft.com/en-us/library/ff607534.aspx
SPWebApplication.SPSiteUpgradeThrottleSettings• http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.administration.spsiteupgradethrottlesettings_properties.aspx
Technical References
Meeting # 105http://sharepointmn.com
Last But Not Least
• Please Fill Out Evaluations• Drawings for Giveaways• Today’s Presenter:
Brian Caauwe Email: [email protected] Twitter: @bcaauwe Blog:
http://blog.avtex.com/author/bcaauwe
Thanks for coming!