Module 12 Installing and Upgrading to SharePoint 2010.

Module 12

Installing and Upgrading to

SharePoint 2010

Module Overview

• Installing SharePoint Servers and Farms

• Upgrading to SharePoint 2010

• Evaluating Installations and Upgrades

• Configuring SharePoint Operational Settings

• Updating SharePoint

Lesson 1: Installing SharePoint Servers and Farms

• SharePoint Server Roles

• SharePoint Server Topologies

• Building a Multiple-Server Farm

• Scripting the Build Process

• Scripting the Farm: Key Windows PowerShell Cmdlets

• Building a Multiple-Language Farm

SharePoint Server Roles

• SharePoint Foundation Web Application Server

AKA the Web front end, or WFE

• Application Server

Query Server (Search)

Crawl Server (Search)

Service Application Server

• SQL Server

SharePoint Server Topologies

• Single server

• Two servers: SharePoint and SQL Server

• Multiserver farms

Web Tier

Application Tier

SQL Server Tier

Building a Multiple-Server Farm

• Install SharePoint 2010 on server hosting the Central Administration Web site

Install SharePoint 2010 prerequisites

Select the Complete Install option

• Create the SharePoint farm

• Build additional SharePoint servers

Select the Complete Install option

• Join them to the farm

Select the correct server role

Scripting the Build Process

• Why script the build?

• Set up the inputs for PrerequisiteInstaller.exe

• Extract the Setup Config.xml file

• Customize the Setup Config.xml file

Set the product key

Set the SERVERROLE to APPLICATION

• Perform an automated install:

Run PrerequisiteInstaller.exe

Call Setup.exe with the custom Config.xml file

Build the farm with Windows PowerShell

Join additional servers to the farm

Scripting the Farm: Key Windows PowerShell Cmdlets

• New-SPConfigurationDatabase

• Install-SPHelpCollection

• Initialize-SPResourceSecurity

• Install-SPService

• Install-SPFeature

• New-SPCentralAdministration

• Install-SPApplicationContent

• Connect-SPConfigurationDatabase

Building a Multiple-Language Farm

• Build your farm

• Download SharePoint Server 2010 target language pack

• Install Windows Server 2008 target language file on all Web servers

• Install SharePoint Server 2010 target language pack on all Web servers

• Run SharePoint 2010 Products and Technologies Configuration Wizard on all Web servers

• Validate that the language pack is now available for use in the farm’s site collections

Lesson 2: Upgrading to SharePoint 2010

• Preparing to Upgrade

• The SharePoint 2010 In-Place Upgrade

• Performing an In-Place Upgrade

• The SharePoint 2010 Database Attach Upgrade

• Performing a Database Attach Upgrade

• The SharePoint 2010 Visual Upgrade

• Performing a Visual Upgrade

• Completing the Upgrade

• Upgrading a Multiple-Language Farm

Preparing to Upgrade

• Your current farm must meet the prerequisites:

SharePoint 2007 (WSS or MOSS)

Service Pack 2 or later

X64-bit architecture (in-place only)

• STSADM’s PreUpgradeCheck operation

• Review the PreUpgradeCheck operation’s results

• Resolve any open issues

• Rerun the PreUpgradeCheck operation

• Select upgrade type:

In-place upgrade

Database attach upgrade

The SharePoint 2010 In-Place Upgrade

• An in-place upgrade targets the servers of your existing SharePoint 2007 farm and upgrades them to SharePoint 2010

• Considerations

• Benefits

• Risks

Performing an In-Place Upgrade

• Test the upgrade process

• Perform the upgrade:

Run SharePoint 2010 Installer

Run the SharePoint 2010 Products and Technologies Wizard

• Visual upgrade can be run or postponed

Repeat for each server in the farm

Review the new SharePoint 2010 environment

Validate the results of the upgrade

The SharePoint 2010 Database Attach Upgrade

• A database attach upgrade takes content databases from your SharePoint 2007 farm and attaches them to an existing SharePoint 2010 farm

• Considerations

• Benefits

• Risks

• The database attach upgrade method is the only way a WSS v3 farm can be upgraded to SharePoint Server 2010

Performing a Database Attach Upgrade

• Test the upgrade process and SharePoint 2007 content databases

• Back up your current SharePoint 2007 content databases

• Build a new SharePoint 2010 farm

• Perform the upgrade

The SharePoint 2010 Visual Upgrade

• In-place and database attach upgrades do not update the user interface

• The visual upgrade does the upgrade of the user interface

• Multiple options for usage and implementation

• It is optional to run

Performing a Visual Upgrade

• As a farm administrator, you can empower site administrators to own the visual upgrade for their own sites:

Site administrators can execute the visual upgrade on the site’s Site Actions menu

• Or you can do the visual upgrade yourself:

Farm administrators can batch visual upgrades of multiple sites with Windows PowerShell and the SharePoint 2010 object model

Completing the Upgrade

• Configure service applications

• Update administrator permissions in databases (database attach only)

• Configure authentication

• Update links

• Deploy language packs

• Validate the upgrade

Upgrading a Multiple-Language Farm

• SharePoint 2010 language packs must be deployed to match SharePoint 2007 language packs

• To change a single site’s language, wait until after upgrades are completed

• To change the installed language for your farm’s servers, use the database attach upgrade to migrate the content to a new server using the new language

Lesson 3: Evaluating Installations and Upgrades

• Reviewing Result Data

• Troubleshooting Issues and Errors

Reviewing Result Data

• Log files

• Tools

• Check update status

• STSADM.exe’s LocalUpgradeStatus

Troubleshooting Issues and Errors

• Search log files for key terms

• Triage issues

• Test-SPContentDatabase

• Validate the end-user experience

Lesson 4: Configuring SharePoint Operational Settings

• Using the Farm Configuration Wizard

• Running the SharePoint Health Analyzer

• Configuring Alternate Access Mappings

• Configuring Email and SMS Settings

• Enabling Multitenancy

• Setting Up Timer Jobs

Using the Farm Configuration Wizard

• About the Farm Configuration Wizard

• What it does

• What it does not do

Running the SharePoint Health Analyzer

• About the SharePoint Health Analyzer

• What it does

• What it does not do

Configuring Alternate Access Mappings

• What is an AAM?

• Limited resource

• Usage scenarios

• How to create

Configuring Email and SMS Settings

• How the farm communicates

• Configuring outgoing email

• Configuring incoming email

• Configuring SMS messaging

Enabling Multitenancy

• To enable the creation of isolated SharePoint 2010 site collections for multiple tenants:

Create the Microsoft SharePoint Foundation Subscription Settings Service application

Create a Web application to contain the multitenant site collections in your farm

Create site subscriptions through Windows PowerShell, which group together multiple site collections for a single tenant

Setting Up Timer Jobs

• What’s new for timer jobs in SharePoint 2010

• Timer jobs definitions in the Central Administration site

• Timer job statuses in the Central Administration site

Lesson 5: Updating SharePoint

• How SharePoint Is Updated

• SharePoint Update Types

• Updating a Single-Server Farm

• Updating a Multiple-Server Farm

How SharePoint Is Updated

• Two-step process

Binary updates

Database updates

• Finalizing the update

SharePoint Update Types

• Build-to-build versus version-to-version upgrades

• Update compatibility ranges

• SharePoint update types

Updating a Single-Server Farm

• Schedule and announce an outage

• Perform a binary update

• Perform a database update

• Finalize the update

• Review logs

• Validate the update

• End the outage

Updating a Multiple-Server Farm

• Schedule an outage

• Perform binary update on each SharePoint server

Review roles

Plan for Web servers

• Perform database updates

• Finalize the update

• Review logs

• Validate the update

• End the outage

Lab A: Preparing SharePoint 2007 for Upgrade to SharePoint 2010

• Exercise 1: Performing SQL Server Database Maintenance

• Exercise 2: Moving a Site Collection Between Content Databases

• Exercise 3: Preparing SQL Server Databases for Upgrade

• Exercise 4: Preparing SharePoint 2007 for Upgrade

Logon information

Estimated time: 30 minutes

Scenario

Your executives have been hearing nothing but great things about SharePoint 2010, and they are excited to get a first look at what your current SharePoint 2007 environment will look like in SharePoint 2010. They have asked you to start prepping the farm for the upgrade.

Lab B: Upgrading SharePoint 2007 to SharePoint 2010

• Exercise 1: Upgrading SharePoint 2007 to SharePoint 2010

• Exercise 2: Upgrading Content Databases

• Exercise 3: Implementing a Visual Upgrade

Logon information

Estimated time: 60 minutes

Scenario

Your organization has recently decided to upgrade to SharePoint 2010 for its new and improved social computing features. After the last SharePoint upgrade your corporate IT policy has stated that all upgrades must be performed in a staging environment before they are performed in production to minimize any potential upgrade problems. You have recently preformed all the upgrade prerequisites for your SharePoint 2007 farm and are ready to do a test run of the upgrade process. Because of the large size of your content databases your manager has selected to do a database attach upgrade.

Module Review and Takeaways

• Review Questions