MICROSOFT SHAREPOINT 2007 2010 MIGRATION BEST PRACTICES RAFAEL

MICROSOFT SHAREPOINT 2007 -2010 MIGRATION BEST PRACTICES RAFAEL DE LA CRUZ Share. Point Developer/Architect

REVIEW UPGRADE BEST PRACTICES Update your servers to service pack 2. Ensure that the environment is fully functioning. Migrate to 64 bit servers is necessary. Run the pre-upgrade checker to look for potential issues. Perform a trial upgrade on a test farm first. Plan for capacity. Back up your environment. Optimize your environment before upgrade. http: //technet. microsoft. com/library/cc 261992(office. 14). aspx Rafael de la Cruz

USE THE TRIAL UPGRADE TO FIND ISSUES What customizations you have. Whether you should upgrade your hardware. How long the upgrade will take. What resources to have available. Which upgrade approach will be the most efficient. How do you know when you have finished one phase. Where are the log files located and hoe to read them. http: //technet. microsoft. com/library/cc 262155(office. 14). aspx Rafael de la Cruz

BEST PRACTICES FOR TESTING UPGRADE Make your test environment as similar as possible to your real environment. Know what is in your environment. Use real data. Run multiple tests. Do not Ignore warnings. Verify sites in both Visual Upgrade modes. Test the upgrade environment Verify the sites in both visual upgrade modes. http: //technet. microsoft. com/en-us/library/ff 382640(v=office. 14). aspx Rafael de la Cruz

THE PRE-UPGRADE CHECKER REPORT Return a list of all server and components in the farm Return a list of Alternate access mapping URLs Return a list of all site definitions, site templates, features List any database or site orphans. Reports any server-side customizations that are not supported. • • Stsadm –o preupgradecheck stsadm -o enumallwebs -databasename <database name> [-databaseserver <database server name>] Stsadm -o databaserepair -url <url name> -databasename <database name> [deletecorruption] stsadm -o deletesite -force -siteid e 2 a 114 b 8 -80 c 9 -41 f 6 -87 bf-3 feddf 2 ad 9 b 6 -databaseserver <DBS> -databasename <DBN> http: //technet. microsoft. com/en-us/library/cc 262231(v=office. 14). aspx Rafael de la Cruz

DETERMINE HOW TO HANDLE CUSTOMIZATIONS IDENTIFY CUSTOMIZATIONS EVALUATE CUSTOMIZATIONS • As part of your upgrade testing process, you should create an inventory of the server-side customizations in your environment (solutions, features, Web Parts, event handlers, master pages, page layouts, CSS files, and so on). • Is the customization still valuable? • Is the customization well designed? • Keep , Replace, Discard customizations? CONDIDERATIONS FOR SPECIFIC CUSTOMIZATIONS • Site templates, Site definition, Features, Workflows, Event handlers, Manage paths, Themes, Master pages and CSS Files, Java Script, Search, Web Parts, Services, Authentication providers. ENSURE THAT FUTURE CUSTOMIZATIONS FOLLOW BEST PRACTICES • Ensure that your environment performs well and follows best practices. Rafael de la Cruz

PERFORM THE UPGRADE In Place Upgrade Database Attach Parallel Upgrade Database attach with read only databases In Place with detach databases Rafael de la Cruz

IN PLACE UPGRADE (Check List) Record blocked file types Backup up your environment Record settings for use synchronization Clean up you environment Run the Pre-upgrade Checker http: //technet. microsoft. com/en-US/library/ff 608117(v=office. 14). aspx Rafael de la Cruz

INPLACEUPGRADE(PERFORMTHEUPGRADE) BEFORE YOU BEGIN • Make sure that have run the pre-upgrade checker tool, • Backup your environment • Meet all hardware and software requirements • Ensure that you are prepare to setup the required accounts INSTALL PREREQUISITES • Before you can upgrade, you must run the prerequisite installer successfully on each web server that has Share. Point Server 2007 installed. RUN SETUP ON ALL WEB SERVERS • If you are running an in-place upgrade on a server farm, disconnect all the users from the server farm by stopping the World Wide Web Publishing Service (W 3 SVC) on all front-end Web servers. RUN THE CONFIGURATION WIZARD CHECK UPGRADE STATUS FOR SITES VERIFICATION • The Share. Point Products Configuration Wizard runs and configures the configuration database and Share. Point Central Administration for Share. Point Server 2010. • You can monitor the upgrade process for each site from the Upgrade Status page in Share. Point Central Administration or by using the localupgradestatus operation in Stsadm. exe. • If upgrade fails or reports issues, you can refer to the log and error files for more information. http: //technet. microsoft. com/en-us/library/cc 303423(v=office. 14). aspx Rafael de la Cruz

DATABASE ATTACH UPGRADE (Prepare) Ensure that you have met all hardware and software requirements Ensure that you are prepared to se up the required accounts. Run the pre-upgrade checker. Install and configure Share. Point Create and configure the new environment. Verify the new environment. Perform the upgrade. http: //technet. microsoft. com/en-us/library/cc 263026(v=office. 14). aspx Rafael de la Cruz

DATABASE ATTACH UPGRADE (Perform) Run the pre-upgrade checker Set the previous version databases to read-only Backup all your content databases Detach the previous databases (Only if you are going to upgrade the original databases) Restore a backup copy of the database Set the restore databases to be read-write Verify custom components, permissions Attach a content database to a web application Mount-SPContent. Database "<Content. Db>" -Database. Server "<Db. Server>" -Web. Application http: //Site. Name Monitor upgrade progress http: //technet. microsoft. com/en-US/library/ff 607663(v=office. 14). aspx#Prepare Rafael de la Cruz

DATABASE ATTACH UPGRADE (Post-upgrade steps) 1 • Reapply administrator permissions for services. 2 • Upgrade profile properties to taxonomy data. 3 • Create and configure the Secure Store service application and migrate data. 4 • Upgrade solutions that depend on the Business Catalog. 5 • Update links that are used in any upgraded Info. Path form. http: //technet. microsoft. com/en-US/library/cc 263286(v=office. 14). aspx Rafael de la Cruz

PLAN TO UPGRADE FORM TEMPLATES Database Attach Upgrade In-Place upgrade • Existing administrator-approved form templates and data connections must be migrated and upgraded. • A database attach upgrade is the only way to upgrade Microsoft Office Forms Server 2007 to Share. Point Server 2010 • Administrator-approved form templates and data connection files in the Central Administration libraries are stored in the configuration database and must be migrated separately. • All forms and form templates are upgraded automatically during an in-place upgrade. Rafael de la Cruz

ADDITIONAL INFORMATION • • Update your servers to Service Pack 2 (SP 2) of Microsoft Office Share. Point Server 2007 or later. Pre-upgrade checker • • http: //technet. microsoft. com/en-US/library/cc 262231(v=office. 14). aspx http: //support. microsoft. com/kb/960577 • Use the stsadm -o enumallwebs -databasename <database name> -databaseserver <database server name> on all content databases in your Office Share. Point Server 2007 environment to identify specific customizations in subsites. • Share. Point Manager 2007 • http: //spm. codeplex. com/releases/view/22762 • Use this worksheet to record information about your environment while you test your upgrade. • Download the worksheet from http: //go. microsoft. com/fwlink/p/? Link. Id=179928. • Use a tool such as Win. Diff to compare your production environment servers with your test farm servers. • Use the Share. Point Diagnostics Tool (SPDiag) to find deployed solutions. For more information, see Share. Point Diagnostics Tool (SPDiag). • Best Practices: Using Disposable Windows Share. Point Services Objects http: //go. microsoft. com/fwlink/p/? Link. Id=105945&clcid=0 x 409 • Best Practices: Common Coding Issues When Using the Share. Point Object Model http: //go. microsoft. com/fwlink/p/? Link. Id=105946&clcid=0 x 409 • Share. Point Products and Technologies customization policy http: //go. microsoft. com/fwlink/p/? Link. Id=105947&clcid=0 x 409 • Attach or detach content databases in Share. Point 2010 http: //technet. microsoft. com/en-us/library/ff 628582(v=office. 14). aspx Rafael de la Cruz

ADDITIONAL INFORMATION • • Share. Point USL Logs http: //ulsviewer. codeplex. com/ Link to the video used during the presentation http: //www. youtube. com/watch? v=nmo. U-K 4 W-w. U&feature=youtu. be Rafael de la Cruz