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Gayan Peiris - MicrosoftIshai Sagi - Unique World

Microsoft Windows SharePoint Services and Microsoft SharePoint Portal Server 2003 Upgrade and Migration

OFC304

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Related Sessions, HOLs, Certifications etc

• Search in Microsoft Office SharePoint Server 2007: Customising, Extending, and Configuring08/08/2007 5:00 PM - 6:15 PM, AU Central B/Cabana 3Speaker(s): Mike Fitzmaurice, Andrew Lowson

• Branding and Customizing Microsoft Office SharePoint Server 2007 Sites10/08/2007 9:45 AM - 11:00 AM, AU Central B/Cabana 3Speaker(s): Kathy Hughes

• High Availability and Disaster Recovery for Microsoft SharePoint Products and Technologies 200710/08/2007 9:45 AM - 11:00 AM, AU Meeting Room 5Speaker(s): Gayan Peiris

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Related Sessions, HOLs, Certifications etc

• Capacity and Performance Planning for Microsoft SharePoint Products and Technologies 200710/08/2007 11:30 AM - 12:45 PM, AU Arena 1B

• Office Deployment, Document Security and Document Migration tools10/08/2007 11:30 AM - 12:45 PM, AU Meeting Room 6Speaker(s): Paul Cannon, Ron Dunn

• Microsoft SharePoint Products and Technologies 2007: Deployment and Advanced Administration Topics10/08/2007 1:45 PM - 3:00 PM, AU Central B/Cabana 3Speaker(s): Michael Noel

• Exam 70630: Configuring Microsoft Office SharePoint Server 2007

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Agenda

Upgrade Preparation Prescan and Disk Considerations

Upgrade Methods and OptionsIn-Place, Gradual and Content DB Migration

Post-Upgrade ConsiderationsCustomizations, Content

Partner Upgrade Tools

Summary

Q & A

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Upgrade/Migration Path

Content ManagementServer 2002 Microsoft Office

SharePoint Server 2007

Windows SharePointServices 3.0

SharePoint PortalServer 2003

Windows SharePointServices 2.0

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Preparing for Upgrade

• 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

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Prerequisites

• Do a backup • Make sure you know how to recover from

backup• Get all SharePoint servers to Service Pack 2• Use SPSiteManager from SharePoint Utility

Suite v2.5 with the -analyze option to find anywhere you violate the capacity guidelines• http://www.microsoft.com/sharepoint/downloads/compone

nts/detail.asp?a1=724

• Run prescan.exe early and repeat as necessary

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Running Prescan.exe

• SharePoint Server: prescan.exe /c preupgradescanconfig.xml /all

• Windows SharePoint Services: prescan.exe /all• Prescan Log and Summary created in \%temp%\

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What Will Prescan find?

• Sites based on site templates: Site Template Upgrade Kithttp://www.microsoft.com/downloads/details.aspx?FamilyID=a70bd8f8-a0f0-4d00-9010-8e40b7c98f68&displaylang=en

• Sites based on custom site definitions• Un-ghosted pages• Orphaned objects• Custom Web Parts• Sites that need language packs

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Prescan• 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

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Issues Found with Prescan?

• 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 resolutionshttp://blogs.technet.com/wbaer/archive/2006/12/22/prescan-errors-what-they-mean.aspx

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Core Upgrade Methods

• In-Place Upgrade

• Gradual Upgrade: Side by Side Upgrade

• Content DB Migration: Upgrade Into Separate Farm

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In Place Upgrade

• 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

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Database Mapping

V2 Config DB

V2 Content DBs

V2 Search and User Profiles

DBs

V3 Config DB

V3 Content DBs

SSP DBSearch DB

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Gradual Upgrade

• 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

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WSS Farm

WSS v2Web App

Gradual Upgrade Process

Temp ConfigConfig Content Content

WSS v3Web App

http://WSSoldhttp://WSS http://

WSS

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Gradual Upgrade URL Redirection

• 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

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Gradual Upgrade

• 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)

Upgrade steps

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Gradual Upgrade

• 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

Upgrade steps

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Gradual Upgrade

• When upgrade result is undesirable, “revert” deletes 2007and 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

Revert to 2003

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Gradual Upgrade

• Business/Customer approval• Removes gradual upgrade redirector• You can remove SharePoint 2003

afterwards• You can still upgrade using

database attach method

Finalize Upgrade

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Gradual Upgrade

• 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

Scenarios

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Content DB Attach Upgrade

• 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. Required for scalable hosting mode/account creation mode, and host header mode deployments

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2003Content

2007Content

2007Config

2003Config

– SQL CPU– SQL Disk I/O

SQL Server

Content DB Migration

2003Content

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Content DB Migration Steps

• 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

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Content DB Migration Steps

• 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

Continued

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Content DB Migration

• 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

Scenarios

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In-Place Gradual DB Attach

Pros

Simple

Uses existing hardware

Provides granularity

Provides revert back option

Reduces user impact

Uses existing hardware

Upgrade to new farm

Existing, 2003, farm not affected

Cons

Entire farm offline during upgrade

No revert back option

Failure will stop upgrade

Hardware-intensive, memory and storage

URL Redirects during upgrade

Performance impact on 2003 farm

WSS Scalable Hosting mode not supported

Complex, many manual steps

Requires new farm an up to double storage

Scenarios

Dev/Test platforms

Medium, large farms

Customized environments

Large databases and site collections

New hardware and topology

WSS Scalable Hosting modes

Large databases

Methods in a Nutshell

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Need more methods?

• 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-me-give-you-4-more.aspx

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Customization Common Choice Recommendation

Site Template Revert to Site DefinitionUse Site Template Upgrade Toolkit

Custom Web PartWorks most of the time (Gradual)

Test it out on a sample server with .NET 2.0 (DB Attach)

Event HandlerWorks most of the time (Gradual)

Rewrite and Redeploy as a Feature

Un-ghosted Page Revert to site definitionReview options: Retain customizations or revert

Themes and Stylesheets Reapply ThemeCreate Masterpage or stylesheet to apply standardization

Custom Site DefinitionCreate v3 Site DefinitionCreate Upgrade Mapping and Prescan Mapping

Migrate sites to out of box site Definition, upgrade then apply features with Solution Deployment

Code or pages in /_LayoutsIgnore and re-evaluate (gradual)

Analyze and create solution deployments for requirements

Inclusions/Exclusions Ignore with GradualRecreate Inclusions (DB attach)Exclusions are assumed

Add-ons Workflow, Web Parts, Server Controls

Determine per solutionContact vendor

Determine per solutionContact vendor

Customization Considerations

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Custom Web Parts

• 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

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Changes to SharePoint Search

• 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

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Other SharePoint Server-specific Issues

• 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-after-an-upgrade-you-can-only-create-publishing-sub-sites.aspx

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Common Issues

• Local administrator on server no longer has full access to SharePoint• Can be re-granted

http://msmvps.com/blogs/shane/archive/2007/01/21/become-administrator-of-the-entire-web-application.aspx

• New blocked file types• ASMX, REM, RESX, SOAP, ASHX

• E-mail enabled document libraries don’t work Look at new feature “Incoming e-mail”

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More Common Issues

• Office Web Components not available in 2007• Discussion lists are changed• Multithreaded discussion upgraded to single

thread• Site Directory now creates sites (sub-sites)

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FrontPage Customizations

• 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

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Effect of Upgrades: Low Customization Site (Original)

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Effect of Upgrades:Low Customization Site (Upgraded)

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Effect of Upgrades:Low Customization Site (Re-Ghosted)

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Effect of Upgrades:High Customization Site (Original)

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Effect of Upgrades:High Customization Site (Upgraded)

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Effect of Upgrades:High Customization Site (Re-Ghosted)

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Effect of Upgrades:Themed Site (Original)

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Effect of Upgrades:Themed Site (Upgraded)

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Partners Helping You Upgrade

• CorasWorks Migrator• Echo• AvePoint DocAve• Tzunami Deployer

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Takeaways

• Prepare, plan and test your customizations!• Become familiar with Prescan and upgrade• Consider customization policies in the new

platform, using features over site definitions• Think about your Information Architecture

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References

• 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/

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References

• 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

http://blogs.msdn.com/joelo/archive/2007/01/03/resources-and-recommendations-for-upgrading-site-definitions-and-site-templates.aspx

• Upgrade Content IT Pros may not have seen 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

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The Microsoft Office SharePoint Conference 2008

March 3rd – 6th 2008 at the Washington State Convention and Trade Center, Seattle, USA

Sign up for more information and registration notification at http://www.mssharepointconference.com

Announcing!

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Related Sessions, HOLs, Certifications etc

• Search in Microsoft Office SharePoint Server 2007: Customising, Extending, and Configuring08/08/2007 5:00 PM - 6:15 PM, AU Central B/Cabana 3Speaker(s): Mike Fitzmaurice, Andrew Lowson

• Branding and Customizing Microsoft Office SharePoint Server 2007 Sites10/08/2007 9:45 AM - 11:00 AM, AU Central B/Cabana 3Speaker(s): Kathy Hughes

• High Availability and Disaster Recovery for Microsoft SharePoint Products and Technologies 200710/08/2007 9:45 AM - 11:00 AM, AU Meeting Room 5Speaker(s): Gayan Peiris

Make Your Mark.

Related Sessions, HOLs, Certifications etc

• Capacity and Performance Planning for Microsoft SharePoint Products and Technologies 200710/08/2007 11:30 AM - 12:45 PM, AU Arena 1B

• Office Deployment, Document Security and Document Migration tools10/08/2007 11:30 AM - 12:45 PM, AU Meeting Room 6Speaker(s): Paul Cannon, Ron Dunn

• Microsoft SharePoint Products and Technologies 2007: Deployment and Advanced Administration Topics10/08/2007 1:45 PM - 3:00 PM, AU Central B/Cabana 3Speaker(s): Michael Noel

• MCTS Portal• MCTS WSS

Evaluation Forms

Questions

© 2007 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.