Upgrading SharePoint 2010 to SharePoint 2013Shereen Qumsieh | Co-Founder, Dynamic Owl Consulting

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Co-Founder of Dynamic Owl Consulting

Microsoft Certified Professional

Organizer of Vancouver SharePoint Developer Group

Blog: sharepointdeveloperhq.com | blog.qumsieh.ca

Contributing Author

SharePoint Trainer & Speaker

Introduction: Shereen Qumsieh

Headshot

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Today’s Agenda

• What’s new with upgrading to SharePoint 2013

• Overview of the upgrade process

• Lessons learned and best practices for upgrade

• Demo: Upgrading from SharePoint 2010 to SharePoint 2013

What’s new with upgrading to SharePoint 2013What do we need to know before planning our upgrade?

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Options for upgrade in previous versions

SharePoint 2003 to 2007• Database attach, In-place upgrade, Gradual upgrade1

SharePoint 2007 to 2010• Database attach, In-place upgrade2

SharePoint 2010 to 2013• Database attach3

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What’s been improved• Deferred site collection upgrade• Site collection health checker• Upgrade evaluation site collections• Notifications for life-cycle events• Throttles for site collection upgrade• SharePoint compatibility modes• Upgrade logging

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Deferred Site Collection Upgrade• All upgraded site collections initialized in 2010 UI

mode• Site collection administrators can now upgrade

their sites at their leisure• No longer requires that farm administrators

manage this task

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Site collection health checker• Health checks help prepare for an upgrade• Looks for common issues and displays a report

of findings• Blocks upgrade if issues are detected• Available for site collection administrators

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Upgrade evaluation site collections• Allows you to preview an existing site in

SharePoint 2013• SharePoint creates a copy of the site collection

• Takes advantage of SQL Snapshot capability if present- Causes no read-only outage as source is snapshot- Available in SQL Enterprise and SQL Developer editions

• Otherwise uses site collection backup process- Causes read-only outage during copy

• Changes made to evaluation site do not affect original

• Set to expire and delete automatically

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Notifications for life-cycle events• Status bar notification alerts that upgrade is available• Status bar notifies if site is in read-only mode

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Throttles for site collection upgrade• Ensures that upgrades do not affect your farm• Even if 100 administrators decide to upgrade

at the same time, not all are run at the same time

• Built in throttle defaults• Web app: 5• Content database: 10• Content of a site: < 10MB and has < 10 sub webs

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SharePoint compatibility modes• SharePoint 2013 can support 14 and 15 modes• Your 2010 solutions will continue to work in 2013• Also known as compatibility levels• Identify customizations in your environment

• Is the customization still valuable?• Keep the customizations, don't upgrade the sites• Replace or redo the customizations• Discard the customizations

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Upgrade logging• Use the Upgrade Status page in Central Administration• Review the log files to look for errors or warnings

• Changed to ULS format• Can be imported into Excel• Includes Correlation ID

Overview of the upgrade processI’m ready to upgrade, now what?

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What are the steps – Part 1• Create SharePoint 2013 farm

• Install SharePoint 2013 in a new farm• Install all custom solutions• Configure service applications you don’t plan to upgrade• Create web applications, managed paths and AAMs

• Backup SQL databases in SharePoint 2010 farm and copy to new farm• Place 2010 farm in read only mode• Backup all service application databases and content databases

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What are the steps – Part 2• Restore SharePoint 2010 databases in SharePoint 2013 farm• Upgrade services applications to update their table schemas for

SharePoint 2013• Ensure you start the services first

• Mount content databases to existing web applications• Upgrade site collections

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Database-attach support• Supported

• Content databases• Business Data Connectivity• Managed Metadata• PerformancePoint• Secure Store• User Profile (Profile and Social)• Search administration

• Not supported• Configuration database• Search index database• Sync database

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Test-SPContentDatabase• Finds issues between content DB and web application

• Can test a database not connected to the farm• Can test a database already connected to the farm

• Lists out issues including orphans• Missing referenced server side customizations• Missing Features• Missing Templates/Site Definitions• Missing Web Parts

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Mount-SPContentDatabase• Initiates Content Database upgrade• Ensure you mount the content db that contains the root site collection• Runs internal consistency/orphans check• Runs web application compatibility checks

• Web parts• Features• Site Definitions• Event handlers

• Authentication/security migration references

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Authentication support for upgrade• SharePoint 2013 does not support classic mode via UI, must be done via PowerShell• Recommended that you upgrade to Claims prior to migration to 2013• Test-SPContentDatabase will detect issues with authentication

Lessons learned and best practices for upgradeWhat should I watch out for?

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Best practices for upgrade• Build out a test farm to run a trial upgrade• Do a full test upgrade end to end to get an idea of timing• Take stock of all customizations and determine whether or not they are required• Remove any existing products or features you no longer require• Set your database to read-only in production farm• Ensure solutions are installed in 14 mode• Upgrade MMS before UPA• Service application upgrades must finish before you do content and personal sites• My Site host must be upgraded before any personal sites• Run performance testing!

Demo: Upgrading SharePoint 2010 to SharePoint 2013Demonstration of the upgrade process.

Questions?

Wrap-up: contact details

Shereen Qumsieh (Vancouver)E: shereen@dynamicowl.com

T: @msshushu

W: www.dynamicowl.comB: www.SharePointDeveloperHQ.com

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