Whitepaper Upgrading Share Point 2007 to Share Point 2010

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Upgrading SharePoint 2007 to SharePoint 2010Anders Rask, SharePoint Solution Architect rhus, March 2010 twitter: @andersrask blog: http://andersrask.spoint.me version 1.1 (updated May 9th 2010)

CONTENTS1. 1.1. 1.2. 1.3. 2. 2.1. 2.1.1. INTRODUCTION.......................................................................................................................... 4 Outline ....................................................................................................................................... 4 Acknowledgements ................................................................................................................. 4 Updates ..................................................................................................................................... 4 UPGRADING FARMS FROM SHAREPOINT 2007 TO SP2010 ........................................................ 5 The upgrade cycle ................................................................................................................... 5 Learn ...................................................................................................................................... 6 Requirements and prerequisites ............................................................................................... 6 Upgrade methods .................................................................................................................... 9 Downtime mitigation processes ............................................................................................. 16 2.1.2. Prepare ................................................................................................................................ 19 Document environment ......................................................................................................... 19 Manage customizations ......................................................................................................... 19 Choose upgrade strategy ...................................................................................................... 24 2.1.3. Test ....................................................................................................................................... 24 Build test farms ........................................................................................................................ 25 Document and install customizations .................................................................................... 25 Use real data........................................................................................................................... 25 Evaluate techniques ............................................................................................................... 25 Find issues early ....................................................................................................................... 26 2.1.4. Implement ........................................................................................................................... 27 Build/upgrade farms ............................................................................................................... 27 Deploy customizations ............................................................................................................ 27 Minimize downtime ................................................................................................................. 27 Monitor progress ..................................................................................................................... 27 2.1.5. Validate ............................................................................................................................... 28 Upgrade event failures ........................................................................................................... 28 UI/UX issues .............................................................................................................................. 28 Data issues .............................................................................................................................. 28 2.2. 2.3. 3. 3.1. 3.2. Visual upgrade........................................................................................................................ 28 No International Domain Name support................................................................................ 28 UPGRADING SOLUTIONS AND CODE...................................................................................... 29 Recompilation......................................................................................................................... 29 Upgrading Custom Site Definitions ......................................................................................... 29

3.2.1. 3.3. 3.4. 3.4.1. 3.4.2. 3.5. 3.6. 3.6.1. 3.6.2. 3.7. 3.8. 3.9. 3.10. 3.11. 3.12. 4. 4.1. 4.2. 4.3. 4.4. 4.5. 4.6. 4.7.

Upgrade definition files ....................................................................................................... 30 Upgrading Solutions ................................................................................................................ 30 Versioned Features ................................................................................................................. 31 Declarative feature upgrade ............................................................................................. 31 Programmatic feature upgrade ......................................................................................... 32 Customizations against deprecated/changed UI................................................................. 32 Security changes .................................................................................................................... 33 Web Parts............................................................................................................................. 33 Sandboxed Solutions ........................................................................................................... 33 Large List Throttling .................................................................................................................. 34 Deprecated APIs ................................................................................................................... 35 Hardcoding issues ................................................................................................................... 35 Upgrading the look & feel to the new version.................................................................... 35 Upgrading projects to Visual Studio 2010 ........................................................................... 36 Client upgrades ................................................................................................................... 38 PLANNING ............................................................................................................................... 38 Planning prerequisites ............................................................................................................. 38 Planning upgrade model ....................................................................................................... 39 Planning new Server Architecture .......................................................................................... 39 Test, test, test ........................................................................................................................... 40 Planning operations scheduling ............................................................................................. 41 Planning code upgrade approach ....................................................................................... 41 Planning user adoption........................................................................................................... 42

1. INTRODUCTION 1.1. OutlineThis document describes guidance for upgrading a SharePoint Products and Technologies 2007 (SP2007) farm to SharePoint Products and Technologies 2010 (SP2010). The various approaches to upgrade will be described and the pros and cons of each approach will be considered. The first part of this document will discuss the process of performing an upgrade from SP2007 to SP2010 to include preparation, methodology and finalization. The second part of this document will focus on the upgrading custom solutions and will discuss some of the various tools and features available to assist in this process. The final part will look at actions that should be started, to prepare a solution for an upgrade. I have tried to encompass both the operations and development angle of the upgrade process in this white paper. This have sometimes forced me to not dig as much into a given subject as I probably would have liked to do, in an attempt to get this document finished.

1.2. AcknowledgementsA few people helped me by reading the initial drafts and suggesting changes: Mike Watson (http://www.sharepointmadscientist.com), Paul Swider (http://www.paulswider.com) and Wictor Wiln (http://wictorwilen.se). I know you guys are busy, so thanks a lot for some great input! In my research for this white paper I have read a lot of blogs and specs, and watched a lot of screen casts on the subject. I have tried to give credit where credit is due, but should I have missed accreditation let me know and I will include it. I will also appreciate any feedback and corrections from the ever growing SharePoint community. Note: This document should be considered a work-in-progress. As very few actual upgrades has been carried out at this point in time (SharePoint 2010 still being in beta) prescriptive guidance is scarce. It is my plan to keep this white paper up to date as best practices become established.

1.3. UpdatesDate 5/9/2010 Ch