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Slide 1: Shane Young SharePoint MVP SharePoint911 Joel Oleson SharePointJoel.com Microsoft
Slide 3: Content Management Server 2002 SharePoint Portal Server 2003 Microsoft Office SharePoint Server 2007 Windows SharePoint Services 2.0 Windows SharePoint Services 3.0
Slide 4: Scope and plan your upgrade Review Hardware End of Life, plan for upgrade capacity disk space, memory, processor Test your upgrade and estimate your upgrade duration Review customizations Keep or decommission customizations Cleanup Remove orphans, increase close quotas, remove locks Service offering Redesign, training, communication plan
Slide 5: Do a backup Make sure you know how to recover from backup Get all SharePoint servers to Service Pack 2 or later Run prescan.exe early and repeat as necessary
Slide 6: SharePoint Server: prescan.exe /c preupgradescanconfig.xml /all Windows SharePoint Services: prescan.exe /all Prescan Log and Summary created in \%temp%\
Slide 7: Sites based on site templates: Site Template Upgrade Kit http://www.microsoft.com/downloads/details.aspx?FamilyID=a70bd8f8-a0f0 Sites based on custom site definitions Un-ghosted pages Orphaned objects Custom Web Parts Sites that need language packs
Slide 9: Example of good Prescan results 07/19/2006 17:17:01 Scan finished without failure 07/19/2006 17:17:01 Number of sites skipped (already scanned): 0 07/19/2006 17:17:01 Number of sites scanned: 1 07/19/2006 17:17:01 Number of broken sites: 0 07/19/2006 17:17:01 Number of webs scanned: 13 07/19/2006 17:17:01 Number of broken webs: 0 07/19/2006 17:17:01 Number of webs using custom template: 0 07/19/2006 17:17:01 Number of pages scanned: 0 07/19/2006 17:17:01 Number of unghosted pages: 63
Slide 10: Site/List not scanned error at the end of the log Solution: Post-SP2 Hotfix UpdateListSchemaInAllWebs() Method not found Solution: Install SP2 Virtual server is not in a ready state Solution: Run it against v2 Virtual server Great resource for errors and resolutions http://blogs.technet.com/wbaer/archive/2006/12/22/prescan-errors-what-the
Slide 11: In-Place Upgrade Gradual Upgrade: Side by Side Upgrade Content DB Migration: Upgrade Into Separate Farm
Slide 12: Pros Simple and fast upgrade Best for smaller or non-production environments Cons Environment offline during upgrade Riskier in large environments Upgrade fails if it encounters errors; -fix then rerun Not recommended for most deployments Even for customers whose production environment is perfect for this scenario, I still recommend gradual method. Why? Lack of flexibility and recoverability
Slide 13: V2 Config DB V3 Config DB V2 Search and User Profiles DBs SSP DB Search DB V2 Content DBs V3 Content DBs
Slide 14: Pros Old and new SharePoint versions run in parallel Allows upgrade with minimal downtime Only the site collection you are upgrading is unavailable Can roll back upgrades per site collection Cons Redirector could cause user confusion Uses URL redirects which aren’t compatible with Microsoft Office and most other applications Additional impact from two SharePoint versions Requires lots of extra SQL storage space
Slide 15: http://WSS http://WSSold WSS 2003 Web App WSS Farm http://WSS WSS 2007 Web App Config Content Temp Content Config SQL Instance
Slide 16: Current URL: http://portal.company.com During upgrade, define temporary URL http://portal.company.com:8080 or http://temp-portal.company.com All v2 content moved to temporary URL v3 automatically redirects requests to temp URL using 302 redirects As each site collection is upgraded v3 content is placed at current URL v2 content still available at temp URL
Slide 17: Upgrade steps On existing hardware, install SP2, .NET Framework 3.0, then run Prescan Prepare URL Redirect Domain Install Binaries and Choose Gradual Upgrade option Run Configuration Wizard to setup a new farm Install Language Packs Deploy Upgrade Definition, Site Definition and Feature Files Deploy Custom Web Part Packages and any other custom code (only if in Bin directory)
Slide 18: Upgrade steps Review log files and resolve any issues Repeat setup and upgrade on each server in the farm Start content upgrade thru UI or stsadm Review your upgraded content If customized sites, reset pages to 2007 site definition versions Fix issues and reapply customizations using SharePoint Designer If upgrade result is undesirable, revert to 2003 site
Slide 19: Revert to 2003 When upgrade result is undesirable, “revert” deletes 2007 and resets redirect to 2003 Confirm 2003 site still exists before reverting to it Revert to 2003 via UI or command line UI: Select Sites for Upgrade > Revert Site Command line: stsadm –o upgrade –revert Once complete, re-upgrade original Use SharePoint Designer to merge changes from “fixed” and re-upgraded versions
Slide 20: Finalize Upgrade Business/Customer approval Removes gradual upgrade redirector You can remove SharePoint 2003 afterwards You can still upgrade using database attach method
Slide 21: Scenarios Works best for staging environment Environments with heavy customizations Recommended for large databases and site collections Upgrade a subset of site collections only Environments requiring minimal migration window
Slide 22: Pros Fast upgrade method Best option if you have 1000s of site collections Cons You must redeploy custom configuration Install Web Parts Define inclusion rules Setup search and related components Note: This does still require Prescan. Method Required for scalable hosting mode/account creation mode, and host header mode deployments
Slide 23: – SQL CPU – SQL Disk I/O SQL Server 2003 Config 2007 Config 2003 Content 2007 Content 2003 Farm 2007 Farm
Slide 24: Create new 2007 farm on clean hardware Install prerequisites Configure farm-level settings Create a new Web application for each 2007 virtual server Manually re-apply configuration settings Ensure all inclusions re-created in 2007 (required) Deploy Upgrade Definition, Site Definition and Feature Files Deploy custom Web Parts to GAC or BIN
Slide 25: Continued Run Prescan on farm or Web application and correct any issues Back up 2003 content database using SQL Restore backup to copy in 2007 farm Add content DB to Web application via command line Ensure root site included in first database stsadm –o addcontentdb Upgrade triggers automatically, runs until it completes For large databases, command line preferable Review log files for any issues Repeat for all additional content and search/user profile databases stsadm –o restoressp
Slide 26: Scenarios Moving to new hardware or a new architecture Customers who need to maximize upgrade throughput Required for Scalable Hosting Mode or Active Directory Account Creation Mode Recommended for large farms
Slide 27: In-Place Pros Gradual DB Attach Simple Uses existing hardware Provides granularity Provides revert back option Reduces user impact Uses existing hardware Hardware-intensive, memory and storage URL Redirects during upgrade Performance impact on 2003 farm WSS Scalable Hosting mode not supported Medium, large farms Customized environments Large databases and site collections Upgrade to new farm Existing, 2003, farm not affected Complex, many manual steps Requires new farm an up to double storage Cons Entire farm offline during upgrade No revert back option Failure will stop upgrade Scenarios Dev/Test platforms New hardware and topology WSS Scalable Hosting modes Large databases
Slide 28: Content Migration Upgrade Multi Threaded Database Attach Virtual In Place Upgrade Migrate Then Upgrade http://blogs.msdn.com/joelo/archive/2007/05/22/3-methods-to-upgrade-let-m
Slide 29: Multithreaded DB Attach 2007 Farm 2007 Farm 2007 2003 Farm 2007 Farm SQL Instance . . 2007 Farm
Slide 30: Customization Site Template Custom Web Part Event Handler Un-ghosted Page Themes and Stylesheets Custom Site Definition Common Choice Revert to Site Definition Works most of the time (Gradual) Works most of the time (Gradual) Revert to site definition Reapply Theme Create v3 Site Definition Create Upgrade Mapping and Prescan Mapping Recommendation Use Site Template Upgrade Toolkit Test it out on a sample server with .NET 2.0 (DB Attach) Rewrite and Redeploy as a Feature Review options: Retain customizations or revert Create Masterpage or stylesheet to apply standardization Migrate sites to out of box site Definition, upgrade then apply features with Solution Deployment Code or pages in /_Layouts Inclusions/Exclusions Add-ons Workflow, Web Parts, Server Controls Ignore and re-evaluate (gradual) Analyze and create solution deployments for requirements Ignore with Gradual Determine per solution Contact vendor Recreate Inclusions (DB attach) Exclusions are assumed Determine per solution Contact vendor
Slide 31: Unchanged Custom content sources Crawl rules Upgraded but should be checked for conflicts Custom crawl file types Changed Scopes are lost, must recreate Only 1 index now, default in SharePoint Server Docicon.xml modifications must be redone Thesaurus/noise file modifications must be redone Search schedule lost, must recreate If using gradual upgrade both v2 and v3 index will be running Disable v2 indexer ASAP to reduce strain on hardware
Slide 32: Portal alerts are lost during upgrade (site alerts are retained) Link listing: upgraded to a special links list called listings Content listing: upgraded to news article page Buckets (“c12”) are moved to real URL If conflict, number appended starting with zero http://portal/c12/finance becomes http://portal/finance (retains structure) Areas are upgraded to publishing sites After upgrade you can only create publishing sites as subsite can be changed http://msmvps.com/blogs/shane/archive/2007/02/08/moss-
Slide 33: Local administrator on server no longer has full access to SharePoint Can be re-granted http://msmvps.com/blogs/shane/archive/2007/01/2 New blocked file types ASMX, REM, RESX, SOAP, ASHX E-mail enabled document libraries don’t work. Look at new feature “Incoming email”
Slide 34: Office Web Components not available in 2007 Discussion lists are changed Multithreaded discussion upgraded to single thread Site Directory now creates sites (sub-sites)
Slide 35: Important consideration: keep customizations or move to 2007 Custom pages kept by default during upgrade Be aware: customized pages do not match rest of site “Reset to Site Definition” Returns page to layout in site definition Option exists to reset all pages during Gradual upgrade Available in site settings or within SharePoint Designer
Slide 36: 60\TEMPLATE\1033\ STS\default.aspx 12\TEMPLATE\ SiteTemplates\STS\ default.aspx 2003 Farm 2007 Config Content SQL Instance
Slide 37: Most will work post-upgrade Test in Windows SharePoint Services 2003 SP2 with ASP.NET 2.0 Must re-build custom parts if you used ASP.NET 1.1 “obfuscation” tools Must re-deploy Web Parts if Moving to a new server farm (Content DB Migration) Web Part in the \bin (Gradual Upgrade) Deploying Web Parts stsadm –o addwppack
Slide 38: Prescan logs %temp% Prescan.log Prescan Report and Summary Log files Upgrade and Server logs Logs are in \Program Files\Common Files\Microsoft Shared\ Web Server Extensions\12\Logs Watch the Event Viewer
Slide 39: CorasWorks Migrator Re-ghost multiple sites at once Migrate customizations and Web Parts to sites post upgrade Helps you add layouts, master pages, Web Parts en masse Echo Helps you quickly roll out customizations and settings and permissions across your farm with no site collection boundaries 2007 version coming soon AvePoint DocAve Used to connect to 2003 and move content to 2007 without dependencies on customizations. Quickly and easily move your lists and libraries into a clean slate (out-of-box site definitions) CodePlex SPMigration http://www.codeplex.com/SPMigration/
Slide 40: Prepare, plan and test your customizations! Become familiar with Prescan and upgrade Consider customization policies in the new platform, using features over site definitions
Slide 41: Windows SharePoint Services Content DB orphans Post-SP2 Hotfix, KB 918743 and KB 918744 stsadm -o databaserepair -url http://WSSSite -databasename DatabaseName stsadm -o databaserepair -url http://WSSSite -databasename DatabaseName –deletecorruption SharePoint Server Config DB orphans Post SP2 Hotfix, KB 918742 spsadm –o repairorphans http://PortalSite Windows SharePoint Services Config DB orphans Remove and then reattach the content databases on the virtual server
Slide 42: Don’t forget Quest Migration Products Public Folder Migrator File Migrator SharePoint 2003 to 2007 Migration tool Recovery Manager
Slide 51: Migration and Upgrade Information for SharePoint Developers http://msdn2.microsoft.com/en-us/office/aa905505.aspx Migration and Upgrade Information for SharePoint Server (IT Pros) http://technet.microsoft.com/en-us/sharepointserver/bb421259.aspx Upgrade Documentation http://technet2.microsoft.com/Office/en-us/library/396c85d9-4b86-484e-9cc5-f6c4d725c5781033.mspx?mfr=true Upgrade Toolkit for Windows SharePoint Services Sites and Templates Guide http://www.microsoft.com/technet/solutionaccelerators/collaboration/default.mspx Upgrade in WSS SDK http://msdn2.microsoft.com/en-us/library/ms460185.aspx Fix your Orphans HotFixes repair content databases in Windows SharePoint Services http://support.microsoft.com/kb/918744 Spsadm.exe command line tool that you can use to clean up orphaned items in the configuration database in SharePoint Portal Server 2003 http://support.microsoft.com/kb/918742/
Slide 52: Supportability 2003 Best Practices to ensure upgradeability http://msdn2.microsoft.com/en-us/library/ms916859.aspx KB Article on Site Definition Supportability in 2003 http://support.microsoft.com/Default.aspx?id=898631 Supported and unsupported scenarios for working with custom site definitions and custom area definitions in Windows SharePoint Services and in SharePoint Portal Server 2003 http://support.microsoft.com/kb/898631/en-us Community Tools SharePoint Configuration Analyzer http://www.microsoft.com/downloads/details.aspx?FamilyID=918f8c18-89dc-4b47-82ca-34b393ea70e1&DisplayLang=en SharePoint Utility http://www.microsoft.com/sharepoint/downloads/components/detail.asp?a1=724 SPReport http://workspaces.gotdotnet.com/spreports Managing SharePoint Products and Technologies Performance at Microsoft http://www.microsoft.com/technet/itshowcase/content/spsperfnote.mspx#ETKAE Microsoft SQL Server Report Pack for Microsoft Office SharePoint Portal Server 2003 http://www.microsoft.com/downloads/details.aspx?FamilyID=49159368-544b-4b09-8eed-4844b4e33d3d&DisplayLang=en Blogs Resources and Recommendations for Upgrading Site Definitions and Site Templates Upgrade Content IT Pros may not have seen http://blogs.msdn.com/joelo/archive/2007/01/03/resources-and-recommendations-for-upgrading-site-definitions-and-site-templates.aspx http://blogs.msdn.com/joelo/archive/2006/12/06/upgrade-content-it-pros-may-not-have-seen.aspx Other Upgrade Topics from Joel’s Blog http://blogs.msdn.com/joelo/archive/tags/Upgrade/default.aspx
Slide 53: New Upgrade Paper for customizations https://msmvps.com/blogs/shane/archive/2007/ 11/11/a-new-upgrade-paper.aspx
Slide 54: © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.