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Meeting # 105http://sharepointmn.com Welcome to the Minnesota SharePoint User Group September 11 th, 2013 SharePoint Upgrade: What you need to know Brian.

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Presentation on theme: "Meeting # 105http://sharepointmn.com Welcome to the Minnesota SharePoint User Group September 11 th, 2013 SharePoint Upgrade: What you need to know Brian."— Presentation transcript:

1 Meeting # 105http://sharepointmn.com Welcome to the Minnesota SharePoint User Group September 11 th, 2013 SharePoint Upgrade: What you need to know Brian Caauwe Donald Donais

2 Meeting # 105http://sharepointmn.com Agenda Upgrade Planning Upgrade Overview Break Upgrade Cycle Demo Post Upgrade Resources

3 Meeting # 105http://sharepointmn.com User Group Goal / Objectives –Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions

4 Meeting # 105http://sharepointmn.com MNSPUG Sponsors Wrox Press (www.wrox.com)www.wrox.com O’Reilly (www.oreilly.com)www.oreilly.com Dedicated Sponsors Avtex (www.avtex.com)www.avtex.com Microsoft (www.microsoft.com)www.microsoft.com Annual Sponsor Benchmark Learning (www.benchmarklearning.com )www.benchmarklearning.com SharePoint User Group Support softwareOne (www.softwareone.com)www.softwareone.com

5 Meeting # 105http://sharepointmn.com MNSPUG Sponsorship Two Opportunities to Sponsor Annual Sponsorship ($2500 annually) –Money Will Help Fund MNSPUG Events –Annual Sponsorship will be Reviewed Yearly –Cannot be in Direct Competition with Another Annual Sponsor –Looking for: Microsoft SharePoint ISV Microsoft Learning Provider Microsoft Licensing Account Reseller Lunch Sponsorship

6 Meeting # 105http://sharepointmn.com MNSPUG Sponsorship Continued Lunch Sponsorship ($500 for a lunch) –Sponsor a Lunch Event Following MNSPUG Event –This can be geared toward your specific SharePoint product or capabilities

7 Meeting # 105http://sharepointmn.com MN SharePoint Users Group Website SharePoint Resource Documents SharePoint Resource links RSS Feeds Meeting Schedule Past User Group Presentations Past User Group Recordings Sponsorship Information

8 Meeting # 105http://sharepointmn.com Social Networking Linked In group – The most interactive… includes job postings… –Post Job Posting on the Jobs Discussion page –http://www.linkedin.com/groups?gid= http://www.linkedin.com/groups?gid= Twitter tags and #MNSPUG

9 Meeting # 105http://sharepointmn.com Upcoming Schedule Next Meeting –October 9 th 9:00 AM to 11:30 AM –SharePoint and Social –Vendor Sponsored Lunch - NewsGator –Microsoft Technology Center –Check for updates!www.SharePointMN.com Ongoing Schedule – 2 nd Wednesday of every month – 9:00 to 11:30 am – Microsoft Technical Center - Edina

10 Meeting # 105http://sharepointmn.com Local and Online Events

11 Meeting # 105http://sharepointmn.com Evaluations & Giveaways! Ira Fuchs

12 Meeting # 105http://sharepointmn.com In Remembrance

13 Meeting # 105http://sharepointmn.com Presenter

14 Meeting # 105http://sharepointmn.com Brian Caauwe SharePoint Consultant Sports Introductions

15 Meeting # 105http://sharepointmn.com Upgrade Planning

16 Meeting # 105http://sharepointmn.com Upgrade “to improve or replace especially software or a device for increased usefulness” Migration “to move from one country, place, or locality to another” Source: Upgrade Planning General Definitions

17 Meeting # 105http://sharepointmn.com Upgrade Enhancing the core system to enable new functionality  Version to Version 2010 to 2013 (and beyond)  Build to Build Cumulative Updates Service Packs Migration Moving content from between SharePoint objects or between environments  Making an SPWeb an SPSite  Moving a document library to another location  Moving a file between libraries Upgrade Planning SharePoint Definitions

18 Meeting # 105http://sharepointmn.com What target customer(s) was SharePoint 2013 upgrade developed for?

19 Meeting # 105http://sharepointmn.com ALL upgrade enhancements have been made with one customer in mind Upgrade Planning Upgrade Level Set

20 Meeting # 105http://sharepointmn.com Customer Communication Farm / Customization Surveys Upgrade / Customization Testing Environment Cleanup Environment Build-out Customizations Deployment Operations Scheduling Rollback Plan Post-Upgrade Activities Ongoing Support Calls Upgrade Planning Managing a complex process

21 Meeting # 105http://sharepointmn.com Create a communication plan  TechNet: Upgrade Group / Committee  Stakeholders  Server Admins  Database Admins  SharePoint Admins  Site Admins  Security Team  Designers  Developers  Site Users Customer Survey’s COMMUNICATE!!!  Upgrade Reasons  Upgrade Plan  Upgrade Status  More, more, more… Upgrade Planning Customer Communications

22 Meeting # 105http://sharepointmn.com Gather Information Determine Impact Collect customizations  Manual  Scripted Sample Worksheet  Upgrade Planning Farm / Customization Surveys

23 Meeting # 105http://sharepointmn.com Upgrade Issues  Wide lists  Authentication Mismatch  Modified Databases  Customizations Recommendations  Complete Customer & Farm Survey’s BEFORE testing  Set Testing Goals  Test customizations  Use REAL data  Evaluate branding requirements  Use Evaluation sites TEST YOUR Upgrade Process  Upgrade Planning Upgrade Testing / Customization Testing

24 Meeting # 105http://sharepointmn.com Remove unneeded sites  Office Web Application “cache”  PowerPoint Broadcast Remove Stale Content / Unneeded Versions Review Quotas / Locks Cleanup Templates, Solutions, Features, Web Parts, etc  User Driven, OM / PowerShell can help Repair Data issues  User Driven, OM / PowerShell can help Verify “Healthy” Environment (e.g. Health Analyzer, Event Logs, SP Logs) Balance / Organize Content Databases  Root sites  “Issue Sites” in their own DBs Upgrade Planning Environment Cleanup

25 Meeting # 105http://sharepointmn.com Virtualization Use Snapshots between steps  OS Install  SP Install  Farm Configuration  Etc. Storage & I/O Farm Build  Scripted Process Service Accounts  New or Old Identify new service / service application requirements Upgrade Planning Environment Build-out

26 Meeting # 105http://sharepointmn.com Solutions Features Site Definitions web.config modifications Custom Files / Images What did your Farm Survey say? Use the Upgrade Worksheet  Upgrade Planning Customizations Deployment

27 Meeting # 105http://sharepointmn.com Microsoft Benchmark Operations Schedule Note: Planned 36 hours outage Up to 54 hours emergency outage if rollback is required Downtime mitigation process can reduce outage time Upgrade Planning Operations Scheduling ScheduleOperation 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

28 Meeting # 105http://sharepointmn.com DNS, Load Balancer, Service Applications, SQL Locks Draw a line in the sand  How long does it take to implement?  How long does it take to rollback? Test, Test and Re-Test processes AND procedures Prepare communication Upgrade Planning Rollback Plan

29 Meeting # 105http://sharepointmn.com Later Today Post-Upgrade Activities Ongoing Support Calls Upgrade Planning After Upgrade

30 Meeting # 105http://sharepointmn.com Upgrade Overview

31 Meeting # 105http://sharepointmn.com What are your “largest”, “time consuming”, “hardest to overcome” issues with SharePoint Upgrades?

32 Meeting # 105http://sharepointmn.com Customizations Available Disk Space Customizations Resource Constraints (I/O, Memory, Time) Customizations Testing (or lack thereof) Customizations Knowledge Customizations Upgrade Overview Typical Issues

33 Meeting # 105http://sharepointmn.com Supported MOSS 2007 / WSS 3.0 SP2  SharePoint 2010 RTM  SharePoint 2013  Need to force site version from 12 to 14 SharePoint 2010 RTM+  SharePoint 2013 Database Attach Upgrade  Service Applications (some)  Content Databases Swing Upgrade AAM Redirection (DO NOT USE) Unsupported In Place SharePoint 2007 (or previous)  SharePoint 2013 Upgrade Overview OOB Upgrade Scenarios

34 Meeting # 105http://sharepointmn.com Compatibility Levels / Compatibility Ranges Self-Service Site Collection Upgrade Evaluation Site Collection Site Collection Health Checks System Notifications / templates Upgrade Overview What’s New

35 Meeting # 105http://sharepointmn.com CompatibilityRange  Determines what VERSION of site collections can be created in Central Administration AND impacts Self- Service upgrade options  Configurable on Web Application $webApp.CompatibilityRange  Features / Solutions now deployed based on CompatibilityRange (14, 15, All) Install-SPSolution uses parameter name -CompatibilityLevel TechNet Reference: CompatibilityLevel  Site Collection Determines user experience  Replacement for UIVersion Located on the Site Collection object NOT Web object Cannot be directly set  Set as part of the Upgrade-SPSite process ONLY $site.CompatibilityLevel Upgrade Overview What’s New – Compatibility Ranges / Compatibility Levels

36 Meeting # 105http://sharepointmn.com Allows site collection administrators to determine WHEN they go to 2013 Timer Job managed  Upgrade Site Collections job Default Configuration: Runs every 1 minute Internal Name: job-create-sites Upgrade Overview What’s New – Self-Service Site Collection Upgrade

37 Meeting # 105http://sharepointmn.com Web Application Properties  Allows Site Collection Administrators Self-Service Evaluation $webApp = Get-SPWebApplication https://portal.company.comhttps://portal.company.com $webApp.AllowSelfServiceUpgradeEvaluation = $true (Default)  Can postpone upgrade available notification for site collection administrators $webApp.UpgradeReminderDelay = 30 (Default)  notifications $webApp.SendSiteUpgrade s = $true (Default)  Max Size for Evaluation Sites $webApp.MaxSizeForSelfServiceEvalSiteCreationMB = (Default – in MB)  Evaluation site retention $webApp.UpgradeEvalSitesRetentionDays = 30 (Default – in days) Upgrade Overview What’s New – Self-Service Site Collection Upgrade

38 Meeting # 105http://sharepointmn.com Site Collection Properties  Self-Service properties $site = Get-SPSite https://portal.company.comhttps://portal.company.com $site.AllowSelfServiceUpgrade = $true (Default) $site.AllowSelfServiceUpgradeEvaluation = $true (Default)  Also contains “inherit” properties on Site Collection to reset values from Web Application $site.InheritAllowSelfServiceUpgradeSetting = $true (Default) $site.InheritAllowSelfServiceUpgradeEvaluationSetting = $true (Default) Upgrade Overview What’s New – Self-Service Site Collection Upgrade

39 Meeting # 105http://sharepointmn.com Upgrade Overview Upgrade Site Collection – End User Service-Service User Experience

40 Meeting # 105http://sharepointmn.com Upgrade Overview Upgrade Site Collection – End User Service-Service User Experience

41 Meeting # 105http://sharepointmn.com Upgrade Overview Upgrade Site Collection – End User Service-Service User Experience

42 Meeting # 105http://sharepointmn.com Upgrade Overview Upgrade Site Collection – End User Service-Service User Experience

43 Meeting # 105http://sharepointmn.com Upgrade Overview Upgrade Site Collection – End User Service-Service User Experience

44 Meeting # 105http://sharepointmn.com Upgrade Overview Upgrade Site Collection – End User Service-Service User Experience

45 Meeting # 105http://sharepointmn.com Start Site Upgrade  $site = Get-SPSite https://portal.company.com/sites/sitecollectionurl  Upgrade-SPSite $site [-VersionUpgrade] [- ] [-QueueOnly] [-Unthrottled]  TechNet Reference: Monitor Upgrade Queue  $db = Get-SPContentDatabase WSS_Content  Get-SPUpgradeSessionInfo -ContentDatabase $db [-HideWaiting] [-ShowFailed] [- ShowInProgress]  $site = Get-SPSite https://portal.company.com/sites/sitecollectionurl  Get-SPUpgradeSessionInfo -Site $site  TechNet Reference: Upgrade Overview Upgrade Site Collection – PowerShell

46 Meeting # 105http://sharepointmn.com Timer Job managed  Create Upgrade Evaluation Site Collections Creates evaluation site collections Default Configuration: Runs daily between 01:00:00 and 01:30:00 Internal Name: job-create-upgrade-eval-sites  Delete Upgrade Evaluation Site Collections Deletes evaluation site collections AND sends notifications near expiry date Default Configuration: Runs daily between 01:00:00 and 01:30:00 Internal Name: job-delete-upgrade-eval-sites Upgrade Overview What’s New – Evaluation Site Collection

47 Meeting # 105http://sharepointmn.com Upgrade Overview Request Evaluation Site – End User Service-Service User Experience

48 Meeting # 105http://sharepointmn.com Upgrade Overview Request Evaluation Site – End User Service-Service User Experience

49 Meeting # 105http://sharepointmn.com Upgrade Overview Request Evaluation Site – End User Service-Service User Experience

50 Meeting # 105http://sharepointmn.com Upgrade Overview Request Evaluation Site – End User Service-Service User Experience

51 Meeting # 105http://sharepointmn.com Upgrade Overview Request Evaluation Site – End User Service-Service User Experience

52 Meeting # 105http://sharepointmn.com Upgrade Overview Request Evaluation Site – End User Service-Service User Experience

53 Meeting # 105http://sharepointmn.com Submit Request  $site = Get-SPSite https://portal.company.com/sites/sitecollectionurl  Request-SPUpgradeEvaluationSite $site [- ] [-NoUpgrade]  TechNet Reference: US/library/fp aspxhttp://technet.microsoft.com/EN- US/library/fp aspx Upgrade Overview Request Evaluation Site – PowerShell

54 Meeting # 105http://sharepointmn.com Health Checks are forcibly run before any site collection upgrade Rule based  Conflicting Content Types  Customized Files  Missing Galleries  Missing Parent Content Types  Missing Site Templates  Unsupported Language Pack References  Unsupported MUI References WILL prevent upgrade if upgrade blocking errors occur Can be run manually through UI or PowerShell  Can / should be used OUTSIDE of the upgrade process to identify issues TechNet Reference: Upgrade Overview What’s New – Site Collection Health Checks

55 Meeting # 105http://sharepointmn.com Upgrade Overview Site Collection Health Checks – End User Service-Service User Experience

56 Meeting # 105http://sharepointmn.com Upgrade Overview Site Collection Health Checks – End User Service-Service User Experience

57 Meeting # 105http://sharepointmn.com Upgrade Overview Site Collection Health Checks – End User Service-Service User Experience

58 Meeting # 105http://sharepointmn.com Upgrade Overview Site Collection Health Checks – End User Service-Service User Experience

59 Meeting # 105http://sharepointmn.com Upgrade Overview Site Collection Health Checks – End User Service-Service User Experience

60 Meeting # 105http://sharepointmn.com Test-SPSite $site  TechNet Reference: US/library/fp aspxhttp://technet.microsoft.com/EN- US/library/fp aspx Repair-SPSite $site  TechNet Reference: US/library/fp aspxhttp://technet.microsoft.com/EN- US/library/fp aspx Upgrade Overview Site Collection Health Checks – PowerShell

61 Meeting # 105http://sharepointmn.com Status message bar is NOT customizable Additional “Maintenance Link” property to direct users to pre-determined pages  $webApp.ReadOnlyMaintenanceLink  $webApp.UpgradeMaintenanceLink Templates provided by Web Application feature  Feature Name: Templates  Only deployed to 14 Hive Upgrade Overview What’s New – System Notifications / Templates

62 Meeting # 105http://sharepointmn.com Claims authentication  DEFAULT authentication method  Classic isn’t gone, only use with REAL business requirement  Converting to Claims Microsoft guidance == migrate to claims in 2010 first 2010 $webApp = Get-SPWebApplication https://portal.company.comhttps://portal.company.com $webApp.UseClaimsAuthentication = $true $webApp.Update() $webApp.MigrateUsers($true) 2013 $webApp = Get-SPWebApplication https://portal.company.comhttps://portal.company.com Convert-SPWebApplication $webApp -To Claims -RetainPermissions  TechNet Reference: Upgrade Overview What’s Different – Changed

63 Meeting # 105http://sharepointmn.com Web Application / Content Database Upgrade Throttling  Storage limit (in MB) beyond which the site should be moved to queue $webApp.SiteUpgradeThrottleSettings.UsageStorageLimit (10 Default)  Subweb limit beyond which the site should be moved to queue $webApp.SiteUpgradeThrottleSettings.SubwebCountLimit (10 Default)  Max concurrent upgrade sessions per application pool $webApp.SiteUpgradeThrottleSettings.AppPoolConcurrentUpgradeSessionLimit (5 Default)  Max concurrent upgrade sessions per content database $contentDB.ConcurrentSiteUpgradeSessionLimit (10 Default)  MSDN Reference: us/library/microsoft.sharepoint.administration.spsiteupgradethrottlesettings_properties.aspxhttp://msdn.microsoft.com/en- us/library/microsoft.sharepoint.administration.spsiteupgradethrottlesettings_properties.aspx Upgrade Overview What’s Different – Changed

64 Meeting # 105http://sharepointmn.com Test-SPContentDatabase  Use -ServerInstance parameter to connect to specific SQL instance  CAN target connected 2010 content databases  Use -ShowLocation parameter to show site collection ID references for reported issues  Does NOT tell the whole story User Experience  CSS, Master Pages, Page Layouts  Themes are different again (new SPColor)  References to /_layouts/ and /_controltemplates/ need to change to /_layouts/15/ and /_controltemplates/15/ (2013 mode)  Office Web Application URLs (separate product == new URLs)  When upgrading Site Collection, masterpage gets set to seattle.master Upgrade Overview What’s Different – Changed

65 Meeting # 105http://sharepointmn.com Site Collection / Web Upgrade  Webs can only be in the same compatibility level as Site Collection  Cannot swap between UIVersions for “preview”  Evaluation sites will ALWAYS have a shelf life Upgrade Ownership  Farm Administrators make site collection upgrade “available”  Site Collection Administrators initiate / evaluate upgrade  Site Collection Administrators NOTIFIED of upgrade process Upgrade Overview What’s Different – Changed

66 Meeting # 105http://sharepointmn.com Service Application Upgrade  2010 environment CAN consume 2013 service applications  Will not utilize new features until web applications are in 2013 mode  Secure Store New-SPSecureStoreApplication (Upgrades SSS) Update-SPSecureStoreApplicationServerKey (Requires Passphrase from 2010)  Business Connectivity Services New-SPBusinessDataCatalogServiceApplication (Upgrades BCS)  Managed Metadata New-SPMetadataServiceApplication (Upgrades MMS) Upgrade Overview What’s Different – Improved

67 Meeting # 105http://sharepointmn.com Service Application Upgrade (continued…)  Search Restore-SPEnterpriseSearchServiceApplication (Upgrades Search Admin DB) –Does NOT retain index –Auto-generates other search database names … GUIDS  User Profile New-SPProfileServiceApplication (Upgrades Profile, Social and / or Sync DB) Can upgrade ALL or SOME User Profile Databases –User Profile –Social –Sync (requires additional FIM certificate “fun”) Upgrade Overview What’s Different – Improved

68 Meeting # 105http://sharepointmn.com Service Application Upgrade (finally…)  PerformancePoint New-SPPerformancePointServiceApplication (Upgrades PerformancePoint)  Project New-SPProjectServiceApplication (Creates Project Service App) Mount-SPProjectDatabase (Mounts singled merged project DB OR merges four prior DB’s into one) Upgrade Overview What’s Different – Improved

69 Meeting # 105http://sharepointmn.com PowerShell Cmdlets Upgrade Logging  Server: Individual consolidated Upgrade-[DATE]-[TIME]-[ID]-error.log files  Site collection maintenance logs available through UI Formatted like ULS logs Placed in folder in a special gallery ~site/_catalogs/MaintenanceLogs/[DATE]-[TIME]-[ID].txt Upgrade Overview What’s Different – Improved

70 Meeting # 105http://sharepointmn.com Methods  In Place Upgrade  AAM Redirection OK it’s still there… but DO NOT USE stsadm -o preupgradecheck  Manual / OM methods  Test-SPContentDatabase can help a good amount SPWeb.UIVersion & SPWeb.UIVersionConfigurationEnabled  Evaluation Sites are the “replacement” Content Databases no longer flip to SIMPLE recovery during upgrade Upgrade Overview What’s Different – Removed

71 Meeting # 105http://sharepointmn.com Break

72 Meeting # 105http://sharepointmn.com Upgrade Cycle

73 Meeting # 105http://sharepointmn.com Upgrade Cycle Learn Upgrade methods New capabilities Downtime mitigation Prepare Document environment Manage customizations Plan upgrade strategy Make items upgradable Test Build test farms Use real data Evaluate techniques Find issues early Implement Build/upgrade farms Deploy customizations Minimize downtime Monitor progress Validate Troubleshooting Upgrade event failures UI/UX issues Data issues

74 Meeting # 105http://sharepointmn.com About YOUR environment Customizations (Solutions / Features / Cowboy)  Your code  Branding  3 rd party Authentication Provider  Classic vs. Claims  FBA  Custom STS Hardware Requirements (YOU NEED MORE)  Disk Requirements (include backup and restore sizing)  Resource Requirements  TechNet Reference: Upgrade Methods Services Application (FIRST)  Point in time migration  Swing migration Content Database  Read-only outage acceptable to reduce “downtime” Upgrade Cycle Learn

75 Meeting # 105http://sharepointmn.com Web Browser Requirements IE 8+ Google Chrome (latest version) Mozilla Firefox (latest version) Apple Safari (latest version) What about mobile? Office Requirements 2010 or 2013 SharePoint Designer “Deprecated” Features Sandbox Solutions  code == bad  XML == OK SharePoint Designer – Design View (Removed) PowerPoint Broadcast site collection (Removed) Meeting Workspaces Web Analytics  Moved to Search Service Application Office Web Applications  Separate application Upgrade Cycle Learn

76 Meeting # 105http://sharepointmn.com Reconnect with users Ask your users how they are using your solutions Determine dead sites Remove data clutter Prioritize items that are fixed in 2013 Re-visit information architecture Build internal buzz Start communication early!! Upgrade Cycle Prepare

77 Meeting # 105http://sharepointmn.com Upgrade Strategy Different Roles, Different Upgrade Schedules  SQL (MDOP)  Office Web Applications  Azure Workflow  SharePoint Upgrade Operations  Roles on call, required, optional  Downtime / Disruption limits  URL adjustments (AVOID IF POSSIBLE) Upgrade Cycle Prepare

78 Meeting # 105http://sharepointmn.com SharePoint 2010 Environment Validate / Complete Visual Upgrade Cleanup sites, webs, versions Isolate customized site collections into separate databases Isolate ROOT (/) site collections into separate databases Prepare site and list “templates” for migration Service Applications  Swing Upgrade: Prepare Farm for Service Application consumption Upgrade Cycle Prepare

79 Meeting # 105http://sharepointmn.com Farm Insight Manual  File / Folder comparison 14 hive web.config GAC  IIS Bindings Host Headers SSL Certificates  Service Application / Web Application settings Secure Store Passphrase User Profile Import Connection(s) Blobcache BrowserFileHandling Maximum Upload Size Tools  WinDiff / BeyondCompare  PowerShell  XCopy Upgrade Cycle Prepare – Upgrade Prep Tools

80 Meeting # 105http://sharepointmn.com Farm Insight (Continued) PowerShell  Get-SPServer  Get-SPWebApplication / Get-SPSite / Get-SPWeb  Get-SPFeature  Get-SPWebTemplates  Test-SPContentDatabase  Get-SPContentDatabase | %{$_.Repair([bool])} $true = fix issues $false = list issues  MANY, MANY MORE… STSADM  stsadm -o enumsites  stsadm -o enumallwebs  stsadm -o databaserepair Upgrade Cycle Prepare – Upgrade Prep Tools

81 Meeting # 105http://sharepointmn.com Moving Content PowerShell  Move-SPSite  Export-SPWeb / Import-SPWeb STSADM  stsadm -o mergecontentdbs  stsadm -o export / import 3 rd Party Tools  MANY out there Customization Gathering PowerShell  Get-SPSolution  Export-SPInfoPathAdministrationFiles STSADM  stsadm -o enumsolutions  stsadm -o ExportIPFSAdminObjects Upgrade Cycle Prepare – Upgrade Prep Tools

82 Meeting # 105http://sharepointmn.com SharePoint 2013 Environment Build / Prepare SQL environment  Ensure Max Degree of Parallelism Build Associated Services  Office Web Applications  Azure Workflow Manager Build SharePoint environment  Use YOUR real data  Use similar hardware as production Know what you are trying to test  Web Applications Set CompatibilityRange Create Managed Paths Manual web.config changes  Service Applications Build out new service applications NOT being migrated Swing Upgrade: Prepare Farm for Service Application publishing (2013) / consumption (2010)  Apps configuration Upgrade Cycle Test

83 Meeting # 105http://sharepointmn.com Service Applications Test service applications to upgrade User Profile: Create Import Connections Search: Perform crawl to populate index Swing Upgrade: Publish service applications and consume for validation Content Run Test-SPContentDatabase prior to Mount-SPContentDatabase Run Test-SPSite and Repair-SPSite before site upgrades Upgrade Cycle Test

84 Meeting # 105http://sharepointmn.com Perform MULTIPLE test upgrades Create a checklist Document your process AND procedures Create scripts for repeatable process  Take user error out of the equation as much as possible Identifies YOUR time requirements End user Testing Real accounts Customization Testing They know their sites better than you Performance / Load Testing Upgrade Cycle Test

85 Meeting # 105http://sharepointmn.com Service Application Upgrade Order Secure Store Business Connectivity Services (might require SSS) Managed Metadata User Profile (requires BCS and MMS) Search (crawl account needs to have access to UPA) PerformancePoint Project Make sure associated services are also running Content Database Upgrade Order Root level site collections Easy (less customization) Hard (most customization) ALWAYS Test-SPContentDatabase before Mount-SPContentDatabase Upgrade Cycle Implement

86 Meeting # 105http://sharepointmn.com Upgrade Order for Social Experience Upgrade MySite Host to 2013 Upgrade Personal sites to 2013  PowerShell initiated  User Initiated Users cannot use new social features until their personal site is in 2013 mode Upgrade Cycle Implement

87 Meeting # 105http://sharepointmn.com Logs Server logs  Event Logs  ULS Logs  Upgrade Logs Site Collection Maintenance Logs Do NOT ignore “warnings” Issue Resolution Order Authentication Customizations Content Data Integrity Orphans / DB issues Missing Data Upgrade Cycle Validate

88 Meeting # 105http://sharepointmn.com Site Sampling Choose all high impact / visibility sites Choose some simple sites  Get at least one of each site definition Choose most high customized sites Ensure what you are validating WORKED before upgrade Verify Services New Service Application functionality Upgraded Service Application functionality Customizations 2010 AND 2013 mode Might need to deploy to -CompatibilityLevel All User Experience Master Pages, Page Layouts CSS and Themes Upgrade Cycle Validate

89 Meeting # 105http://sharepointmn.com Service Application Upgrade Evaluation Site Collection Site Collection Upgrade

90 Meeting # 105http://sharepointmn.com Post Upgrade

91 Meeting # 105http://sharepointmn.com You WILL miss something Solutions / Features Templates / Definitions  Remove PowerPoint Broadcast  Remove Office Web Application Cache  Fab 40 … don’t go there Large Lists / Wide Lists User Experience  Use Site Collection Health Checks to help Unghosted pages Non-reghostable pages  Incompatible HTML Post Upgrade Fixing Issues

92 Meeting # 105http://sharepointmn.com If not already, at least be on March 2013 PU  It’s the NEW RTM  SharePoint Foundation 2013:  SharePoint Server 2013: For Cumulative Updates and Service Packs (B2B), same cycle applies  Learn  Prepare  Test  Implement  Validate Post Upgrade Patching

93 Meeting # 105http://sharepointmn.com Support calls WILL happen  “something changed”  “what is this new button” Who will receive support calls?  Can they solve the problems  Do they have permissions to do so  What is the escalation process Proactive vs. Reactive Support Post Upgrade Support

94 Meeting # 105http://sharepointmn.com Resources

95 Meeting # 105http://sharepointmn.com Communication Plan Upgrade Worksheet How to Test Upgrade Run site collection health checks in SharePoint Hardware and software requirements for SharePoint SharePoint 2013 training for IT pros References

96 Meeting # 105http://sharepointmn.com Test-SPSite Repair-SPSite Upgrade-SPSite Get-SPSiteUpgradeSessionInfo Request-SPupgradeEvaluationSite Convert-SPWebApplication Install-SPSolution SPWebApplication.SPSiteUpgradeThrottleSettings Technical References

97 Meeting # 105http://sharepointmn.com Last But Not Least Please Fill Out Evaluations Drawings for Giveaways Today’s Presenter: Brian Caauwe    Blog:


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