1. JourneyTEAM - www.journeyteam.com – 801.565.9199 Tales From The Field: 2010 to 2013 Upgrade Horror Stories and How to Avoid Creating a Horror of Your Own Adam Burden

2. JourneyTEAM - www.journeyteam.com – 801.565.9199 Sr. Collaboration Architect and Trainer at JourneyTEAM “Enjoying” SharePoint since 2004 MCT since 1996 Hobbies are Cycling, Mountain Biking, and Firearms Not Welcomed in Canada For Many Years Adam Burden

3. JourneyTEAM - www.journeyteam.com – 801.565.9199 Upgrade Stages Configure SharePoint 2013 Farm Copy Databases to New Farm Upgrade Service Applications Upgrade Content Databases Upgrade Site Collections Key Points

4. JourneyTEAM - www.journeyteam.com – 801.565.9199 Upgrade Stages

5. JourneyTEAM - www.journeyteam.com – 801.565.9199 Mid Size Farm Architecture SharePoint 2010SharePoint 2013

6. JourneyTEAM - www.journeyteam.com – 801.565.9199 2013 High Availability Farm Architecture

7. JourneyTEAM - www.journeyteam.com – 801.565.9199 Collect Information Alternate Access Mappings Authentication Providers and Modes Service Accounts Quota Templates Managed Paths Blocked File Types User Policies on Web Applications Incoming and Outgoing E-Mail Settings Customizations Record Passphrase for Secure Store Service Export the Encryption Key for the User Profile Service App

8. JourneyTEAM - www.journeyteam.com – 801.565.9199 Prep SQL Server Temp DB – 1 file per core (8 max might be sufficient) AutoGrowth - % Not Size Fill Factor – Set to 80 File Placement – data and logs on separate drives Max Degree of Parallelism – 1 SQL High Availability SQL Aliases Max Memory

9. JourneyTEAM - www.journeyteam.com – 801.565.9199 SharePoint Server Prep Disable Loopback Check Firewall Configuration Antivirus Configuration Server Updates

10. JourneyTEAM - www.journeyteam.com – 801.565.9199 Install SharePoint 2013

11. JourneyTEAM - www.journeyteam.com – 801.565.9199 ALWAYS Choose Complete!

12. JourneyTEAM - www.journeyteam.com – 801.565.9199 Distributed Cache By default all the servers in the farm are registered as a cache host. BEST PRACTICE: Do not run the Distributed Cache service on a server where the following applications or services are running: SQL Server Search Service Excel Services Project Server

13. JourneyTEAM - www.journeyteam.com – 801.565.9199 Farm Configuration Tasks Configure diagnostic logging and health data collection Configure outgoing e-mail Configure Authentication Providers Configure Web Apps – Classics vs. Claims Create and Configure service applications Install Additional Software – Project Server – Workflow Manager – Office Web Apps – SSRS and PowerPivot

14. JourneyTEAM - www.journeyteam.com – 801.565.9199 Copy Databases To New 2013 Farm Place 2010 Content Databases into Read Only mode Backup Content and Service Application Databases Restore Content and Service Application Databases Take Restored Databases out of Read Only Mode

15. JourneyTEAM - www.journeyteam.com – 801.565.9199 Service Applications That Require PowerShell State Service Session State Service Subscription Settings Service Workflow Service Application Proxy Azure Access Control Service Application Proxy Search Topologies

16. JourneyTEAM - www.journeyteam.com – 801.565.9199 Service Applications That Can Be Upgraded Business Data Connectivity Service Managed Metadata Service PerformancePoint Services Search Secure Store Service User Profile Service

17. JourneyTEAM - www.journeyteam.com – 801.565.9199 Upgrade Service Applications To upgrade a service application database, you create a new service application and provide the name of the existing database to use for the new service application. As the service application is created, the database is upgraded.

18. JourneyTEAM - www.journeyteam.com – 801.565.9199 Secure Store Service Application Business Data Connectivity Service Application Managed Metadata Service Application User Profile Service Application PerformancePoint Service Application Search Service Application Upgrade Service Applications in This Order

19. JourneyTEAM - www.journeyteam.com – 801.565.9199 Use The Same URL and Configure AAMs Use The Same Authentication Method Recreate Included Paths Recreate Quota Templates Configure E-Mail Settings Self-Service Site Creation Create Managed Paths Recreate Any Web App Policies Create Web Applications

20. JourneyTEAM - www.journeyteam.com – 801.565.9199 Site Definitions Style Sheets Web Parts Web Services Features and Solutions Assemblies Web.config Changes Administrator Approved Form Templates and Data Connection Files for InfoPath Reapply Customizations

21. JourneyTEAM - www.journeyteam.com – 801.565.9199 Mount-SPContentDatabase Ensure that the account that you use to attach the databases is a member of the db_owner fixed database role for the content databases that you want to upgrade. Attach a Content Database to a Web Application

22. JourneyTEAM - www.journeyteam.com – 801.565.9199 View the Upgrade Status Page View the Upgrade Log File – C:\Program Files\Common\Microsoft Shared\Web Server Extentions\15\Logs\Upgrade-YYYYMMDD-HHMMSS-SSS- error.log View Upgrade Status for all Databases – Get-SPContentDatabase | ft Name, NeedsUpgradeIncludeChildren Verify Upgrade of First Database

23. JourneyTEAM - www.journeyteam.com – 801.565.9199 Verify Site Collections Working in 2010 Mode Migrate user accounts to claims authentication Update links that are used in any upgraded InfoPath form templates Configure Search Topology Perform a Full Crawl Backup your farm Next Steps

24. JourneyTEAM - www.journeyteam.com – 801.565.9199 Upgrade Site Collections Run Site Collection Health Checks Upgrade a Site Collection Review Upgraded Site Collection Manage Site Collection Upgrades Upgrade My Sites

25. JourneyTEAM - www.journeyteam.com – 801.565.9199

26. Test, test TEST! GetUserByProfile Method in InfoPath does not work with claims authentication Workflow Manager does not install on Windows Server 2012 R2 Without Some Massaging Extras!

27. JourneyTEAM - www.journeyteam.com – 801.565.9199 Usergroup contacts: @SharePointUtah www.facebook.com/UtahSharePointUsersGroup www.UTSharePoint.com

28. JourneyTEAM - www.journeyteam.com – 801.565.9199 Please join us for SharePint! Red Rock Brewing Co. 254 South 200 West Salt Lake City, UT Following the prize raffle