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Transcript of LEARN Upgrade: Learn LEARN Upgrade: Learn.
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Advanced IT Pro Training
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
SharePoint 2010 Upgrade Overview
NameTitleCompany
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Upgrade Cycle: Overview
LearnRequirements/prerequisitesUpgrade methodsDowntime mitigationCommon issues
PrepareDocument environmentManage customizationsPlan upgrade strategyMake items upgradable
TestBuild test farms
Use real dataEvaluate techniquesFind issues early
ImplementBuild/upgrade farmsDeploy customizationsMinimize downtimeMonitor progress
ValidateUpgrade event failuresUI/UX issuesData issues
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Objectives
Prerequisites and upgrade pathsUpgradable databasesMethods for upgradingChoose the correct upgrade methodImprovements in upgrade
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Agenda
Requirements/supported upgrade pathsDatabases/SSP changesUpgrade methodsDowntime mitigationVisual upgradeUpgrade improvements
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
REQUIREMENTSUpgrade: Learn
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Minimum Hardware Requirements
x64Quad processor, 2.5 GhzCPU
4 GB for developer or evaluation use8 GB for production useMemory
80 GB for installationAdditional drive space required for day to day use
Storage
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Minimum Software RequirementsSQL Server/OS
x64 editionService Pack 3 + KB967909
SQL Server 2005
x64 editionStandardService Pack 1 + KB970315
SQL Server 2008
x64 Windows Server 2008 SP2 StandardX64 Windows Server 2008 R2 Standard
Operating System
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Helpful Tips
Required to format and reinstall server prior to install if SharePoint 2010 beta was previously installed.
SQL Server 2008 R2 will be supported when it is officially released.
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Software PrerequisitesWCF Hotfix - KB976394 (2008) or KB976462 (R2)SQL 2008 Native ClientWindows Identity FoundationSync Framework Runtime v1.0 (x64)Chart Controls for .NET Framework 3.5Filter Pack 2.0SQL Server 2008 Analysis Services ADOMD.NETSpeech Platform RuntimeSpeech Recognition LanguageWindows PowerShell 2.0 Web Server RoleApplication Server RoleMicrosoft .NET Framework 3.5 SP1
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Prereq Installer
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Wizards
Installs the prerequisites
Microsoft SharePoint
Products and Technologies 14 Preparation Tool
Installs binariesConfigures security permissionsSets registry settings
Setup Wizard
Installs and configures the configuration databaseInstalls the SharePoint Central Administration web siteOR Joins server to existing farm
SharePoint Product and Technologies Configuration
Wizard
Configures the farmCreates the first site collectionSelects the services and accounts
Server Farm Configuration
Wizard
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Minimum Software RequirementsClient
Microsoft Silverlight™ 3Level 1 browsers
IE7 & IE8 (32bit), Firefox 3.5 on Windows Level 2 browsers
Safari 4.x and Firefox 3.5 on OS X Snow LeopardIE7 & IE8 (64bit)Firefox 3.5 on Unix/Linux 8.1
IE 6 is not supportedDetails on browser support
http://technet.microsoft.com/en-us/library/cc263526(office.14).aspx
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
UPGRADE METHODSUpgrade: Learn
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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2010 Upgrade Philosophy
Detect issues earlyProvide O12 tools to adminsReport critical issues at start of upgrade
Keep the administrator informedNo data loss
Keep content and settings
Minimize downtimeDowntime mitigation processes
Continue when possibleBe reentrant
Upgrade should not be catch 22
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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2010 Upgrade Overview
NewUpgrade Preparation ToolsWindows PowerShell Upgrade CmdletsFeature UpgradeVisual UpgradePatch ManagementDowntime Mitigation Processes:
Parallel Upgrade PipelinesContent DB Upgrade with AAM Redirection
ChangedUpgrade Methods
ImprovedUpgrade Status ReportingUpgrade LoggingRead-only DB Support
RemovedGradual UpgradeSide By Side Installation
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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2010 Upgrade Scenarios and MethodsSupported Scenarios
In-Place UpgradeDatabase Attach Upgrade:
Content DatabaseProfile Service DatabaseProject Service Database
Single Click Install - SQL Migration
Windows Internal Database (WID) -> SQL Express 2008 + File Stream RBS
Unsupported Scenarios
Upgrade from earlier than WSS v3 SP2/MOSS 2007 SP2Direct upgrade from WSS v2/SPS 2003 or earlierSide by side installationGradual upgrade
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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In-Place
Next, next, finished Advancements
Restartable!Common blocking time outs removed
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In-Place Upgrade
All sites are unavailable during upgrade Site visitors continue to use the same URLs after upgradeDoes require v3 to be 64 bit
Whitepaper on moving from 32 bit to 64 bit SharePoint
http://technet.microsoft.com/en-us/library/dd622865.aspx
Previous version must be manually removed
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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In-Place Upgrade Process
SQL Instance
WFE
Web AppWSS v4
v3 Farm v4 Farm
ContentContentContentContentConfig
Web AppWSS v3
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In-Place Pros/Cons
Farm wide settings are preserved and upgradedCustomizations are available in the environment after the upgrade if they are v4 compatible
Pros
Servers and farms areoffline while the upgradeis in progressThe upgrade proceeds continuouslyExisting v3 farm must support (64 bit and performance
Cons
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Database Attach
Databases that can be attachedContent databaseProfile service databaseProject service database
V3 databases that cannot be attachedConfigurationSearch
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Database Attach Steps
Backup 2007 Content DBRestore to SharePoint 2010 SQL Server, using SQL ToolsTest-SPContentDatabase –name wss_content_2007 –webapplication http://2010webapp Mount-SPContentDatabase –name wss_content_2007 –webapplication http://2010webapp
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DB Attach Pros/Cons
Upgrade multiple content databases at the same time Combine multiple farmsinto one farmCustomizations must be transferred manually
Pros
The server and farm settings are not upgradedCustomizations must be transferred manuallyMissing customizations
Cons
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Database Attach
Demo
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Hybrid Approach
Detach DBsUpgrade to 2010 in-placeDB Attach content DBs
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Hybrid Pros/Cons
Farm wide settings preservedCustomizations alreadyin placeMultiple content databasesat the same timeNon-upgraded sites(in read-only mode) whileyou upgrade the content
Pros
Labor intensiveDirect access to the database serversx86 is a lot of workExisting hardwaremay need replacing
Cons
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
SUPPORTED PATHSUpgrade: Learn
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Supported Paths In-Placex86
x86MOSS2007SP2
x64MOSS2007SP2
MSS 201
0
x86WSS v3.0SP2 x86
MOSS2007SP2
x64MOSS2007SP2
MSS 201
0
x86WSS v3.0SP2 x64
WSS v3.0SP2
2010
V3 must not be a Trial installation.
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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WID Migrate to SQL Express + RBSContent DB migration process model V4 Farm
WID SQL Instance SQL Express Instance
RBS
Content
Search
Config ContentConfigMove
RBS
ContentContent
WSS V4 Web App
Backup/Restore
Copy BLOBs
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Project Server
Now requires SharePoint Server 2010Upgrade priorHas its own Ignite Course
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Upgrading FBA Web Apps
Convert Web applications to claims-based authentication Update web.config with necessary connection information for your providerUse PowerShell to migrate users and permissions
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
DATABASESUpgrade: Learn
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SSP exploded to service applications – Inplace
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SSPService Applications
O12 SSPs and service settings =Flexible shared services modelService Applications = part of FoundationNotification of new services afterin-place upgradeBackup/restore of individual services+ Provisioning offbox
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SSPService Applications
SSP admin site not upgraded (in-place)
No longer necessaryHealth rule to remind you to delete it
SSP database repurposed to User Profile Service Application databaseSSP Admins become Central Admin delegated administrators
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SSPService Applications
Multiple SSPs automatically wire up (In-Place)
Web applications to proxy groupsInter-farm SSP environments are requiredto upgrade the parent farm SSP firstDB Attach of SSP DB for profiles
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Upgrading Parent->Child FarmsPhased hybrid upgrade approach
2007 Parent Farm
2007Services
2007 Parent Farm Copy
2007Services
2010 Parent Farm
2010Services
V3 Child Farm 1
2007Web App
2010 Child Farm 1
2010Web App
V3 Child Farm 2
2007Web App
2010 Child Farm 2
2010Web App
Backup/Restore
Synchronize Data
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DOWNTIME MITIGATIONUpgrade: Learn
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Downtime Mitigation Processes
Read-only databases (v3 SP2, v4)Parallel content database upgrades
Parallel upgrade farms (v4)Single farm, multiple upgrade sessions (v4)
Content database attach with AAM redirection (v4)
http://technet.microsoft.com/en-us/library/ee720448(office.14).aspx
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Read Only Content Databases
From SQL Server set content database to read onlySharePoint sees the change and updates the UI on all Site Collections in the database to read only for everyoneAllows for scenarios where data is available read only while upgrade happens on a different farm
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Parallel upgrades
Detach all content databases from v3 farm then perform inplace upgradeWhile inplace upgrade is running attach content databases to temporary farms to perform upgradeReattach upgraded content databases to original farm once inplace upgrade is complete
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Another Parallel Upgrade
Multiple content database attach allowed in the farm at the same time
Just open multiple Windows PowerShell sessions
Parallelism has benefits and limitsRoughly 10% overhead at 4 DBs each with one separate spindleUpgrades can take longer if using same spindleSQL IOPS & memory are first order item
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Database Attach with AAM Redirect User interaction model
SQL Instance
WFEv3 Farm
WFE v4 Farm
http://WSShttp://WSSold http://WSSSQL
v3Config
v4Config
SQL
v3Content
v4Conte
ntMove DB
?302
WSS v3Web App
WSS v4Web App
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What is “Visual Upgrade”
A feature that separates data upgradefrom UI upgrade
Data and code upgrade happens all at onceSite UI has two modes: this version andprevious versionPages and components make the decisionat runtime, and it’s safe by default
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Why “Visual Upgrade”?
ITFocus on the dataSchedule flexibility
DevelopersClear expectationsMore control over legacy code and controls
UsersPuts the user impact into users’ handsAccommodates big shifts (ribbon)
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Visual Upgrade
Default upgrade UI is v3 Option to use v4 UI in PSConfigSingle-click installations have no option
GranularityWebSiteSetup, PSConfig, and STSAdm
ReportingAdmins can report per Site Collection
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Visual Upgrade
PWA (did not support customizationin O12)My sites –Public view (will not preserve customizations on upgrade)Search Center (preserves web partsbut resets User Interface)
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published April 2010
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Visual Upgrade
Use PowerShell to manipulate visuals$Site = Get-SPSite $SiteURL# The line below will display/hide the options to change the UI for all sites$Site.UIVersionConfigurationEnabled = $true$Web = $Site.RootWeb # The line below will display/hide the options to change the UI for the root web$Web.UIVersionConfigurationEnabled = $true
# The lines below actually sets the site to V3 UI$Web.UIVersion = 3
# The lines below actually sets the site to V4 UI$Web.UIVersion = 4 #Don't forget this$Web.Update()
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
Visual Upgrade
Demo
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UPGRADE IMPROVEMENTSUpgrade: Learn
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Core Upgrade Overview Improvement AreasUpgrade improvement areas
Predictability/reliabilityDiagnostic ability/loggingEnd-user experienceAdmin experience
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Core Upgrade Improvements
LoggingUpgrade logs per session(saved in same place)Error log per session ( -error.log)
Separate log for just errors Shows callstacks
Upgrade logs always have same columns of data making reporting easier to automate.
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Core Upgrade Improvements
ReliabilityResume capabilitiesUpgrade process durability/survivabilityRemoved, or made adjustable,SQL timeoutsUpgrade will not be allowed to proceed if all of the farm machines do not have the same binaries installed
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Core Upgrade Improvements
Admin experienceVisual feedbackBetter warningQuota handling and locked site collectionsUpgrade status page
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Core Upgrade ImprovementsFeature upgrade
Features will now have an enforced versionThe version will be tracked in the database and per scope
A web, site, web application, or farm will be determinedas “needing upgrade”Running psconfig – upgrade will execute per-feature upgrade codeFeature version upgraded in DBNote: we must iisreset after deploying a new versionof feature definition and before running upgrade
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
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Summary
Requirements/supported upgrade pathsDatabases/SSP changesUpgrade methodsDowntime mitigationVisual upgradeUpgrade improvements
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010
© 2010 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.