SharePoint 2010 upgrade can be a daunting task. This session attempts to simplify while drilling into techniques and approaches and tactics to better execute upgrade and its methods.
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• Recommendations– Test server side customizations– Verify in both Upgrade modes including visual– Consider read only preview– Similar hardware– Use real datasets– Don’t ignore warnings
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Upgrade InternalsDetails• V2V upgrade DBs set to simple recovery• DB growth during upgrade:
– Versions and indexes; SQL logs– Shrink DBs after upgrade; not automatic
• Farm admin or site admin controlled– Web level setting and OM
• Some items not O12 UI compatible:– My site host– PWA site collection– Report Server web parts
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Visual Upgrade Caution• 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
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Depreciation• Performance Point – Included in SharePoint 2010
Enterprise • My Site Host Redesign – No visual upgrade for my sites • Side by Side Installation - Gradual Upgrade • SSP Admin UI – Any work you did on either the SSP
Admin Site Collection or the Central Admin site has changed.
• Admin task list and other CA lists • Document Discussions is deprecated. Not very common.• Deprecated Templates
– SSP Admin Site– Great Plains (STSPKPL (Plus Pack)
References: Deprecation of Features in SharePoint 2010
What about Custom Site Definitions?Most custom site definitions from v3 should continue to work unmodified while in v3 UI mode of Visual Upgrade. However depending on what is in that site definition, a person may still want to do more featurization or other definition refactoring, which is where the upgrade definition file comes in handy. As always, test the existing definition against an upgraded server in both UI modes
Upgrade PlanningHow to manage a complex process – PMs Matter A LOT!• Customer Communications• Farm/Customizations Surveys• Upgrade/Customizations Testing• Environment Cleanup• Hardware Build-out• Customizations Deployment• Backups Before Upgrade• Operations Scheduling• Rollback/Restore Plan• Post-Upgrade Activities• Ongoing Support Calls
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What can I do today to prepare?• Test!!!• Work towards 64-bit server environments• Upgrade to Service Pack 2 (SP2)• Review and identify your customisations• Cleanup as much as possible• Verify custom solutions work and deploy in 2010• Optimise your large lists• Optimise your content databases• Run PreUpgradeCheck that’s part of SP2
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Announcing FREE!Quest Reports For SharePoint
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http://www.quest.com/reportsforsharepoint
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Quest Solutions for SharePoint Site Administrator for SharePoint
Understand, manage and secure your
SharePoint environment
Migration Manager for SharePoint
SharePoint to SharePoint migration
File Migrator for SharePoint
File shares to SharePoint migration
Recovery Manager for SharePoint
Granular SharePoint recovery for enterprise-level needs
Quest Web Parts
Enable rapid development
of SharePoint applications
Public Folder Migrator for SharePoint
Exchange Public Folders to SharePoint migration
Notes Migrator for SharePoint
Notes application content to SharePoint migration
Quest SQL Server Solutions
Maximize SQL Server performance while simplifying tasks and
providing visibility and control
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Technology Responsibilities
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Toughest Challenges
1. User Provisioning/de-provisioning
2. Delegation of Admin Rights
3. Compliance Reporting
4. Disaster Recovery
Active Directory44%
DNS26%
MIIS/ILM16%
Ex-chang
e15%
Multiple Technology Respon-sibilities
Technology Used / Deployed
• 99% MS Server OS
• 90% Management Frameworks
• 55% - MOM
• 27% - HP OpenView
• 21% - IBM Tivoli
• 87% Exchange
• 74% SharePointSource: DEC 2008 Attendee Survey Whitepaper