SharePoint 2010 Overview

SharePoint 2010 Overview

Migrating to SharePoint 2010 Brian Caauwe Senior Consultant - MCTS May 19, 2010 Session Agenda Introduction SharePoint Overview Upgrade Overview SharePoint Architecture Upgrade Planning Upgrade Cycle Demo Q&A

Who am I? Brian Caauwe Consultant & Speaker Email: [email protected] Blog: MCTS - SharePoint v3 Minnesota SharePoint User Group 2nd Wednesday of the Month 9:00 11:30 AM SharePoint resources and links

Meeting Schedule Past User Group Presentations This Presentation Next Meeting 6/9 Public Internet Solutions SHAREPOINT OVERVIEW *Disclaimer* Many of the slides and graphics presented today are based on content released and presented at SPC 09. Microsoft SharePoint 2007 Business Intelligence Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts,

KPIs/Dashboards Business Processes Rich and Web forms based frontends, LOB actions, pluggable SSO Content Management Integrated document management, records management, and Web content management with policies and workflow Collaboration Outlook Integration Groove Integration Docs/Tasks/Calendars Blogs and Wikis Project Manager lite Enterprise Portal

Templates, Site Directory, My Sites, social networking, privacy control Enterprise Search Enterprise scalability, contextual relevance, rich people and business data search Microsoft SharePoint 2010 The Business Collaboration Platform for the Enterprise and the Web Sites Composites Communities Connect and Empower People Cut Costs with a Unified Infrastruc Insights

Content Search Rapidly Respond to Business Need SharePoint 2010 Timeline Summer 2009 Early previews given to partners Early Fall 2009 First public disclosure at #SPC09 November 2009PUBLIC BETA: Beta 2 May 12 2010 International Launch May 27 2010 Twin Cities Launch Event SharePoint Evolution

SharePoint Team Services SharePoint Portal Server 2001 Windows SharePoint Services 2.0 Microsoft SharePoint Portal Server 2003 Windows SharePoint Services 3.0 Microsoft Office SharePoint Server 2007 And now in 2010 More SharePoint 2010 Intranet Internet/Extranet Enterprise Enterprise Client

Client Access Access License License (CAL) (CAL) Standard Standard Client Client Access Access License License (CAL) (CAL) New High-End Search New New New Enabling Technologies Internet/Extranet

Create Rich Sites for Customers and Partners Using All of SharePoints Capabilities For organizations looking to create customer-facing public internet sites or private extranets This is our premier internet site edition, with full SharePoint Enterprise functionality Build Small-Scale Internet Sites on the SharePoint Platform New in 2010 For small and mid-size organizations looking to create customer-facing public internet sites or basic extranets using the Standard features of SharePoint Server 2010 Note that this edition will have performance/scale limits Microsoft Enterprise Search Powerful High-end Search Delivered Through SharePoint (Requires SharePoint Server 2010 and SharePoint Enterprise CAL)

Search is strategic Want high-end capabilities and easy deployment and manageability Are building custom search solutions and integrated applications Complete Intranet Search Solution Want enterprise-class intranet search with low touch from IT Scalable, searches LOB systems, improved people search Departmental Search Have tactical, low scale search applications (such as departmental sites) Want quick, basic projects requiring little or no cost and IT effort SharePoint Online Intranet Enterprise User Subscription License (USL)

New Enterprise User Subscription License (USL) Standard Standard User User Subscription Subscription License License (USL) (USL) Deskless Deskless User User Subscription Subscription License License (USL) (USL) Internet/Extranet Internet Internet Sites Sites Offer Offer Partner Access Access Offer Offer

New Partner New Moving towards parity between on-premises and online Parity in features and scenarios enabled Introducing: Enterprise USL, Internet Sites, and Partner Access offers SharePoint Server 2010 Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS PerformancePoint Services

Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Ribbon UI SharePoint Workspace SharePoint Mobile Office Client Office Web App Integration Standards Support Sites Composites Communities Insights Social Relevance Phonetic Search

Navigation FAST Integration Enhanced Pipeline Content Search Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements

IT Pro Investments Scale with Governance Terabytes of data and multi-million item lists Improved Platform resiliency and redundancy Advanced back-up, restore and disaster recovery Deployment Flexibility Collaboration across Intranet, Extranet and Internet On-premise and/or hosted options Data storage inside and outside the SharePoint DB IT Productivity Enterprise-wide management capabilities Robust installation and predictable upgrade process Higher availability with better patch management

Developer Investments Developer Productivity Rapidly develop solutions with Visual Studio 2010 Application Lifecycle Management & Team Dev Solution quality improved with debugging tools Deployment Platform Rich solution UI with Silverlight, XSLT View, Clean HTML Data Foundation Relationships, Lookup Better programmability with LINQ, Client API Solution Hosting Standardized WSP Package Deployment SharePoint Online shared solution hosting Install on Vista SP1 or Windows 7 for Developers

only UPGRADE OVERVIEW Upgrade Overview Whats New Upgrade Preparation Tools Windows PowerShell Upgrade Cmdlets Feature Upgrade Visual Upgrade Patch Management Downtime Mitigation Processes: Parallel Upgrade Pipelines

Content DB Upgrade with AAM Redirection Upgrade Overview Whats Different Changed Upgrade Methods Improved Upgrade Status Reporting Upgrade Logging Read-only DB Support Removed Gradual Upgrade Side By Side Installation Upgrade Methods Supported Scenarios In-Place Upgrade Single Click Install - SQL Migration Windows Internal Database (WID) -> SQL Express 2008 + File Stream RBS

Database Attach Upgrade: Content Database Profile Service Database Project Service Database Hybrid In-place Database Attach Alternate Access Mapping Redirection Complex URL Modification Upgrade Methods Unsupported Scenarios Upgrade from earlier than WSS v3 SP2/MOSS 2007 SP2 Direct upgrade from WSS v2/SPS 2003 or earlier Side by side installation Gradual upgrade Upgrade Preparation Tools

WSS v3 / MOSS 2007 SP2 Farm insight Pre-Upgrade Checker stsadm -o EnumAllWebs SPDiag V2 Customizations gathering stsadm -o ExportIPFSAdminObjects Pre-Upgrade Checker Command stsadm -o preupgradecheck [-localonly] Details Reports farm and server data Identifies useful farm information Identifies current or potential issues Modes Local server + farm databases (default) Local server only Makes no changes to environment or data Introduced in SP2; improved in October 2009 CU

Large amounts of information Pre-Upgrade Checker Command stsadm -o preupgradecheck [-localonly] Rules Files (Partial List) Informational Farm Servers, Databases AAM Configuration Lists Site Definitions, Features, Web Parts, Event Receivers Installed Language packs CAML views/CAML content types Issues Missing Site Definitions, Features, Assemblies Data orphans Modified content databases

Pre-Upgrade Checker Command stsadm -o preupgradecheck [-localonly] Upgrade Preparation Tools SharePoint 2010 Farm insight stsadm -o EnumAllWebs SPDiag 2010 (TBD) Content database insight Test-SPContentDatabase SHAREPOINT ARCHITECTURE SharePoint 2010 2007 Architecture SharePoint Server Shared Service Provider Search Search Service

Service Search Service Excel Excel Calc Calc Service Service Excel Calc Service Client Apps Project Server Project Server 2007 2007 Project Project Web Web Access

Access Project Web Access Browsers Browsers (IE) (IE) Office Office Client Client OneNote OneNote User User Profiles Profiles Business Business Data Data Catalog

Catalog User InfoPath InfoPath Profiles InfoPath Service Business Data Catalog Outlook Windows SharePoint Services Config Config Config Config Content Content

Content Content Project Project Workflow Workflow Workflow Workflow RSS Viewers Groove SharePoint Designer SharePoint 2010 Architecture SharePoint Server SharePoint Shared Service Applications Provider Search Search Service Service

Client Apps Project Server 2010 2007 Browsers Browsers (IE) (IE) Project Project Web Web Access Access Office Office Client Client Excel Excel Calc Calc

Service Service OneNote OneNote User User Profiles Profiles InfoPath InfoPath Business Business Business Data Business Data Connection Catalog Catalog

Service Project Project Outlook SharePoint Foundation Windows SharePoint Services RSS Viewers SharePoint Workspace Groove Config Config Content Content

Workflow Workflow SharePoint Designer SharePoint 2010 Architecture SharePoint Server SharePoint Service Applications Client Apps Project Server 2010 Browsers (IE, Browsers (IE) Browsers (IE, Fire Fire Fox) Browsers (IE) Fox)

Search Search Service Service PowerPoint Broadcast Service Project Project Web Web Access Access Office Client Office Client Office Office Client Client Excel

Excel Calc Calc Service Service Web Analytics Service FAST 2010 User User Profiles Profiles Visio Graphics Service FAST FAST Search Search Service Service

OneNote OneNote OneNote OneNote InfoPath InfoPath Business Business Connection Connection Service Service Access Service InfoPath Service Managed Metadata Word Conversion

Service PerformancePoint InfoPath InfoPath Project Project Office Office Web Web App App Service Service rd 3 3rd Party Party Services.. Services.. SharePoint Foundation Sandboxed Code Service

Config Config Usage & Health Logging Content Content Workflow Workflow Project Project Outlook Outlook RSS Viewers RSS Viewers SharePoint Workspace SharePoint Workspace

RSS Viewers SharePoint SharePoint Designer Designer SharePoint Workspace Visio SharePoint Designer Access BREAK UPGRADE PLANNING Upgrade Planning How to manage a complex process

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 Upgrade Planning Customer Communications

Create a communications plan Upgrade Group / Committee Stakeholders Server Admins Database Admins SharePoint Admins Security Team Designers Developers Site Owners Site Users Customer Surveys Status updates Unknown breeds unrest Closer to launch = more communication Upgrade Planning Farm / Customizations Surveys Gather Information

Pre-upgrade checker (Updated in Oct 2009 CU) Manual inspection process Comparison process (WinDiff): New server with same version and patch level Web Server Extensions directory IIS directory Global Assembly Cache (GAC) Determine impact stsadm -o EnumAllWebs (Updated in Oct 2009 CU) Collect customizations stsadm -o ExportIPFSAdminObjects Sample Worksheet Upgrade Planning

Upgrade Testing / Customizations Testing Upgrade Issues Over wide lists Modified Databases Customizations Authentication Providers Recommendations Complete survey first Test server side customizations Verify in multiple upgrade modes Preview environments Similar hardware Use subset of real data Dont ignore warnings Test Your Upgrade Process - Visio Diagram Upgrade Planning Upgrade Testing / Customizations Testing Will it work after Upgrade? Custom

Custom JavaScript JavaScript Modified Modified OOB OOB Features Features Custom Custom Search Search Provider Provider or or Security Security Trimmer Trimmer Custom

Custom Features Features User User Interface Interface and (x)HTML and (x)HTML Compatibility Compatibility Structural Structural Compatibility Compatibility Modified Modified Databases Databases OM/Contract

OM/Contract Compatibility Compatibility Custom Custom Web Web Parts Parts Custom Custom Site Site Definitions Definitions Modified Modified OOB OOB Site Site Definitions Definitions

Custom Custom Services Services Custom Custom CSS CSS Custom Custom Authentication Authentication Providers Providers Upgrade Planning Environment Cleanup

Delete Stale Sites and Webs (Backup) Remove Extraneous Document Versions Review Quotas and Locks Cleanup Templates, Features & Web Parts Repair Data Issues Verify Healthy Environment Upgrade Planning Hardware Build-out Virtualization Image / Snapshot base OS Storage

Service Accounts Service Applications Use Wizards Upgrade Planning Customizations Deployment Solutions Features Site Definitions web.config modifications Custom Files / Images IFilters What did your preupgradecheck say? Use Upgrade Worksheet Upgrade Planning Backups Before Upgrade In-place Take virtual snapshot (SP & SQL) Backup customizations Backup web.config Attach DB Keep database .bak files Keep backups close and up to date Upgrade Planning Operations Scheduling Microsoft Benchmark operations schedule Schedule Operation

Friday 2200hrs Start backups Saturday 0000hrs Start upgrade of content farm/databases Sunday 1200hrs Upgrade must be effectively complete, or rollback of environment must begin Monday 0600hrs Environment must be completely working, either as original version or new version Note:

Planned 36 hours outage. Up to 54 hours emergency outage if rollback is required. Downtime mitigation processes such as read-only databases can be used to reduce outage time. Upgrade Planning Rollback / Restore Plan Rollback OR Restore DNS / Load Balancer SQL Restore Virtual Snapshot Restore Point of no return How long does it take to implement? Test, Test and Re-Test procedures Prepare communication Upgrade Planning Post-Upgrade Activities Find and Fix Issues Missing Templates / Definitions

Deprecated Templates / Definitions SSP Admin Site (OSRV) Great Plains (STSPKPL) Missing Solutions / Features Deprecated Features PortalLayouts Missing Assemblies Office Web Parts (STSPKPL) Upgrade Planning Post-Upgrade Activities Forms Based Authentication (FBA) Modify web.config files Central Administration Secure Token Service (STS) Content Web Application Fix user identifiers (In-Place upgrade) User Experience

Unghosted pages Non-reghostable pages Incompatible HTML Content Issues Large Lists Wide Lists Service Applications User Profile Profile Image Store Managed Metadata Properties Search Managed Properties Scopes Upgrade Planning Ongoing Support Calls They WILL happen Who receives support calls? Can they solve the problems?

Do they have permissions? Escalation process Proactive vs. Reactive Turn support calls into opportunities Center of Excellence Offer more than support Training UPGRADE CYCLE Upgrade Cycle Learn Prepare Read upgrade documentation

Use pre-upgrade checker command on existing environments Test Test upgrade using Beta 2 bits Try proof of concept with current/upgraded customizations Implement Upgrade to O12 SP2 (with October 2009 CU a plus) * Move to 64 bit hardware, operating system, and SQL Validate Find issues in Beta

Upgrade Cycle Learn Prerequisites - x64 hardware SharePoint SQL Common Issues Customizations Space Upgrade Methods In-Place DB Attach Upgrade Cycle Learn Everyone (General) IT Pros (TechNet)

Developers (MSDN) Webcasts Upgrade Cycle Prepare Reconnect with users Ask your users how they are using your solutions Determine dead sites Remove data clutter Prioritize items that are fixed in 2010 Re-visit information architecture

Build internal buzz Start communication early!! Upgrade Cycle Prepare 2007 Environment Inventory Farm architecture (Servers & Services) Services Accounts Web Applications (AAM / Auth. Providers) & Databases Customizations Solutions Features Manual web.config modifications Manual file changes (DocIcon.xml, icpdf.gif) 3rd Party Solutions Vendors migration strategy

Shared Services Provider Profile Import Connections IIS Manual Bindings (SSL / Host Headers / IP Bindings) Upgrade Cycle Prepare Upgrade Strategy Upgrade order SharePoint (different roles) SQL Upgrade Operations Downtime SLA limits Rollback Plan Upgrade Cycle Prepare Hardware Upgrades / Disk Space

ALL hardware must be x64 SharePoint Servers Windows Server 2008 SP2 + KB 971831 Windows Server 2008 R2 + KB 976462 SQL Servers No Windows Internal Database SQL Express (10GB Limit) SQL Standard / Enterprise SQL 2005 SP3 + KB 967909 (CU 3) SQL 2008 SP1 + KB 970315 (CU 2) Upgrade Cycle Prepare Environment Cleaning Details Delete Stale Sites and Webs (Backup) stsadm -o DeleteSite [-force] [-gradualdelete]

stsadm -o DeleteWeb [-force] Remove Extraneous Document Versions Mostly user driven, PowerShell operations help Review Quotas and Locks Sync Quota Settings: Cleanup Templates, Features & Web Parts Mostly user driven, PowerShell operations help Repair Data Issues stsadm -o DatabaseRepair [-deletecorruption] stsadm -o ForceDeleteList stsadm -o VariationsFixupTool Verify Healthy Environment SharePoint Administration Toolkit SharePoint Diagnostics Tools (x86 | x64) Upgrade Cycle Test Build POC Farm Show users new functionality

Use similar hardware / software Use Real Data Provide internal benchmarks Test different upgrade strategies Upgrade in sections for focused testing Branding Customizations Downtime Attempt different Methods Troubleshooting / Validation Better estimate downtime Document repeatable process Dont forget to test your rollback plan Upgrade Cycle Implement Prep 2007 Environment stsadm -o preupgradecheck [-localonly]

Build / Upgrade Farm Determine new architecture Service Applications Service Accounts Deploy Customizations (solutions) Monitor Upgrade Benchmark YOUR environment Upgrade Cycle Validate Validate New Functionality Upgrade Failures Most upgrade issues are due to customizations Prepare for failures to prevent them Data Integrity Orphans / DB issues Missing data User Experience Ghosting

Branding Browser Support DEMO Q&A References Sean Livingstons SPC09 presentations SPC09 Beta book Microsoft TechNet SharePoint Products Visio Diagrams Upgrade Planning Upgrade Approaches Test Your Upgrade Process Services Upgrade

Upgrading Parent and Child Farms A key element to your success.

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