2 Title of Presentation Shane YoungTodd Klindt PresidentConsultant SharePoint911Solanite Session Code: PRC20

3 Session Objectives and Agenda

4 Upgrade/Migration Path Content Management Server 2002 Microsoft Office SharePoint Server 2007 Windows SharePoint Services 3.0 SharePoint Portal Server 2003 Windows SharePoint Services 2.0

5 Preparing for Upgrade Scope and plan your upgrade Review Hardware End of Life, plan for upgrade capacity disk space, memory, processor Test your upgrade and estimate your upgrade duration Review customizations Keep or decommission customizations Cleanup Remove orphans, increase close quotas, remove locks Service offering Redesign, training, communication plan

6 Prerequisites Do a backup Make sure you know how to recover from backup Get all SharePoint servers to Service Pack 2 or later Run prescan.exe early and repeat as necessary

7 Running Prescan.exe SharePoint Server: prescan.exe /c preupgradescanconfig.xml /all Windows SharePoint Services: prescan.exe /all Prescan Log and Summary created in \%temp%\

8 What Will Prescan find? Sites based on site templates: Site Template Upgrade Kit a70bd8f8-a0f0-4d e40b7c98f68&displaylang=en a70bd8f8-a0f0-4d e40b7c98f68&displaylang=en Sites based on custom site definitions Un-ghosted pages Orphaned objects Custom Web Parts Sites that need language packs

9

10 Prescan Example of good Prescan results 07/19/ :17:01 Scan finished without failure 07/19/ :17:01 Number of sites skipped (already scanned): 0 07/19/ :17:01 Number of sites scanned: 1 07/19/ :17:01 Number of broken sites: 0 07/19/ :17:01 Number of webs scanned: 13 07/19/ :17:01 Number of broken webs: 0 07/19/ :17:01 Number of webs using custom template: 0 07/19/ :17:01 Number of pages scanned: 0 07/19/ :17:01 Number of unghosted pages: 63

11 Issues Found with Prescan? Site/List not scanned error at the end of the log Solution: Post-SP2 Hotfix UpdateListSchemaInAllWebs() Method not found Solution: Install SP2 Virtual server is not in a ready state Solution: Run it against v2 Virtual server Great resource for errors and resolutions prescan-errors-what-they-mean.aspx prescan-errors-what-they-mean.aspx

12 Core Upgrade Methods In-Place Upgrade Gradual Upgrade: Side by Side Upgrade Content DB Migration: Upgrade Into Separate Farm

13 In Place Upgrade Pros Simple and fast upgrade Best for smaller or non-production environments Cons Environment offline during upgrade Riskier in large environments Upgrade fails if it encounters errors; -fix then rerun Not recommended for most deployments Even for customers whose production environment is perfect for this scenario, I still recommend gradual method. Why? Lack of flexibility and recoverability

14 Database Mapping V2 Config DB V2 Content DBs V2 Search and User Profiles DBs V3 Config DB V3 Content DBs SSP DB Search DB

15 Gradual Upgrade Pros Old and new SharePoint versions run in parallel Allows upgrade with minimal downtime Only the site collection you are upgrading is unavailable Can roll back upgrades per site collection Cons Redirector could cause user confusion Uses URL redirects which aren’t compatible with Microsoft Office and most other applications Additional impact from two SharePoint versions Requires lots of extra SQL storage space

16 SQL Instance WSS Farm WSS 2003 Web App WSS 2003 Web App Gradual Upgrade Process Temp Config Content WSS 2007 Web App WSS 2007 Web App

17 Gradual Upgrade URL Redirection Current URL: During upgrade, define temporary URL or All v2 content moved to temporary URL v3 automatically redirects requests to temp URL using 302 redirects As each site collection is upgraded v3 content is placed at current URL v2 content still available at temp URL

On existing hardware, install SP2,.NET Framework 3.0, then run Prescan Prepare URL Redirect Domain Install Binaries and Choose Gradual Upgrade option Run Configuration Wizard to setup a new farm Install Language Packs Deploy Upgrade Definition, Site Definition and Feature Files Deploy Custom Web Part Packages and any other custom code (only if in Bin directory) Upgrade steps

Review log files and resolve any issues Repeat setup and upgrade on each server in the farm Start content upgrade thru UI or stsadm Review your upgraded content If customized sites, reset pages to 2007 site definition versions Fix issues and reapply customizations using SharePoint Designer If upgrade result is undesirable, revert to 2003 site Upgrade steps

When upgrade result is undesirable, “revert” deletes 2007 and resets redirect to 2003 Confirm 2003 site still exists before reverting to it Revert to 2003 via UI or command line UI: Select Sites for Upgrade > Revert Site Command line: stsadm –o upgrade –revert Once complete, re-upgrade original Use SharePoint Designer to merge changes from “fixed” and re-upgraded versions Revert to 2003

Business/Customer approval Removes gradual upgrade redirector You can remove SharePoint 2003 afterwards You can still upgrade using database attach method Finalize Upgrade

Works best for staging environment Environments with heavy customizations Recommended for large databases and site collections Upgrade a subset of site collections only Environments requiring minimal migration window Scenarios

23 Content DB Attach Upgrade Pros Fast upgrade method Best option if you have 1000s of site collections Cons You must redeploy custom configuration Install Web Parts Define inclusion rules Setup search and related components Note: This does still require Prescan. Method Required for scalable hosting mode/account creation mode, and host header mode deployments

Farm 2007 Farm 2003 Content 2003 Content 2007 Content 2007 Content 2007 Config 2007 Config 2003 Config 2003 Config – SQL CPU – SQL Disk I/O SQL Server Content DB Migration 2003 Content 2003 Content

25 Content DB Migration Steps Create new 2007 farm on clean hardware Install prerequisites Configure farm-level settings Create a new Web application for each 2007 virtual server Manually re-apply configuration settings Ensure all inclusions re-created in 2007 (required) Deploy Upgrade Definition, Site Definition and Feature Files Deploy custom Web Parts to GAC or BIN

Run Prescan on farm or Web application and correct any issues Back up 2003 content database using SQL Restore backup to copy in 2007 farm Add content DB to Web application via command line Ensure root site included in first database stsadm –o addcontentdb Upgrade triggers automatically, runs until it completes For large databases, command line preferable Review log files for any issues Repeat for all additional content and search/user profile databases stsadm –o restoressp Continued

Moving to new hardware or a new architecture Customers who need to maximize upgrade throughput Required for Scalable Hosting Mode or Active Directory Account Creation Mode Recommended for large farms Scenarios

28 In-PlaceGradualDB Attach Pros Simple Uses existing hardware Provides granularity Provides revert back option Reduces user impact Uses existing hardware Upgrade to new farm Existing, 2003, farm not affected Cons Entire farm offline during upgrade No revert back option Failure will stop upgrade Hardware-intensive, memory and storage URL Redirects during upgrade Performance impact on 2003 farm WSS Scalable Hosting mode not supported Complex, many manual steps Requires new farm an up to double storage Scenarios Dev/Test platforms Medium, large farms Customized environments Large databases and site collections New hardware and topology WSS Scalable Hosting modes Large databases Methods in a Nutshell

29 Need more methods? Content Migration Upgrade Multi Threaded Database Attach Virtual In Place Upgrade Migrate Then Upgrade let-me-give-you-4-more.aspx

SQL Instance. Multithreaded DB Attach Farm 2003 Farm

31 CustomizationCommon ChoiceRecommendation Site TemplateRevert to Site DefinitionUse Site Template Upgrade Toolkit Custom Web PartWorks most of the time (Gradual) Test it out on a sample server with.NET 2.0 (DB Attach) Event HandlerWorks most of the time (Gradual)Rewrite and Redeploy as a Feature Un-ghosted PageRevert to site definition Review options: Retain customizations or revert Themes and StylesheetsReapply Theme Create Masterpage or stylesheet to apply standardization Custom Site Definition Create v3 Site Definition Create Upgrade Mapping and Prescan Mapping Migrate sites to out of box site Definition, upgrade then apply features with Solution Deployment Code or pages in /_LayoutsIgnore and re-evaluate (gradual) Analyze and create solution deployments for requirements Inclusions/ExclusionsIgnore with Gradual Recreate Inclusions (DB attach) Exclusions are assumed Add-ons Workflow, Web Parts, Server Controls Determine per solution Contact vendor Determine per solution Contact vendor Customization Considerations

32 Changes to SharePoint Search Unchanged Custom content sources Crawl rules Upgraded but should be checked for conflicts Custom crawl file types Changed Scopes are lost, must recreate Only 1 index now, default in SharePoint Server Docicon.xml modifications must be redone Thesaurus/noise file modifications must be redone Search schedule lost, must recreate If using gradual upgrade both v2 and v3 index will be running Disable v2 indexer ASAP to reduce strain on hardware

33 Other SharePoint Server-specific Issues Portal alerts are lost during upgrade (site alerts are retained) Link listing: upgraded to a special links list called listings Content listing: upgraded to news article page Buckets (“c12”) are moved to real URL If conflict, number appended starting with zero becomes (retains structure) Areas are upgraded to publishing sites After upgrade you can only create publishing sites as subsite can be changed after-an-upgrade-you-can-only-create-publishing-sub- sites.aspx after-an-upgrade-you-can-only-create-publishing-sub- sites.aspx

34 Common Issues Local administrator on server no longer has full access to SharePoint Can be re-granted 21/become-administrator-of-the-entire-web- application.aspx 21/become-administrator-of-the-entire-web- application.aspx New blocked file types ASMX, REM, RESX, SOAP, ASHX enabled document libraries don’t work. Look at new feature “Incoming ”

35 More Common Issues Office Web Components not available in 2007 Discussion lists are changed Multithreaded discussion upgraded to single thread Site Directory now creates sites (sub-sites)

36 FrontPage Customizations Important consideration: keep customizations or move to 2007 Custom pages kept by default during upgrade Be aware: customized pages do not match rest of site “Reset to Site Definition” Returns page to layout in site definition Option exists to reset all pages during Gradual upgrade Available in site settings or within SharePoint Designer

37 SQL Instance Upgrade Effects on Ghosting Config Content 2003 Farm 2007 Farm 60\TEMPLATE\1033\ STS\default.aspx 60\TEMPLATE\1033\ STS\default.aspx 12\TEMPLATE\ SiteTemplates\STS\ default.aspx 12\TEMPLATE\ SiteTemplates\STS\ default.aspx

38 Custom Web Parts Most will work post-upgrade Test in Windows SharePoint Services 2003 SP2 with ASP.NET 2.0 Must re-build custom parts if you used ASP.NET 1.1 “obfuscation” tools Must re-deploy Web Parts if Moving to a new server farm (Content DB Migration) Web Part in the \bin (Gradual Upgrade) Deploying Web Parts stsadm –o addwppack

39 Troubleshooting Tips Prescan logs %temp% Prescan.log Prescan Report and Summary Log files Upgrade and Server logs Logs are in \Program Files\Common Files\Microsoft Shared\ Web Server Extensions\12\Logs Watch the Event Viewer

40 Partners Helping You Upgrade CorasWorks Migrator Re-ghost multiple sites at once Migrate customizations and Web Parts to sites post upgrade Helps you add layouts, master pages, Web Parts en masse Metalogix Has tools for migrating from SPS 2003, Traditional web sites, and file shares AvePoint DocAve Used to connect to 2003 and move content to 2007 without dependencies on customizations. Quickly and easily move your lists and libraries into a clean slate (out-of-box site definitions) CodePlex SPMigration

41 Takeaways Prepare, plan and test your customizations! Become familiar with Prescan and upgrade Consider customization policies in the new platform, using features over site definitions

42 Orphaned Objects Windows SharePoint Services Content DB orphans Post-SP2 Hotfix, KB and KB stsadm -o databaserepair -url -databasename DatabaseName stsadm -o databaserepair -url -databasename DatabaseName –deletecorruption SharePoint Server Config DB orphans Post SP2 Hotfix, KB spsadm –o repairorphans Windows SharePoint Services Config DB orphans Remove and then reattach the content databases on the virtual server

43 Appendix

44 Effect of Upgrades: Low Customization Site (Original)

45 Effect of Upgrades: Low Customization Site (Upgraded)

46 Effect of Upgrades: Low Customization Site (Re- Ghosted)

47 Effect of Upgrades: High Customization Site (Original)

48 Effect of Upgrades: High Customization Site (Upgraded)

49 Effect of Upgrades: High Customization Site (Re- Ghosted)

50 Effect of Upgrades: Themed Site (Original)

51 Effect of Upgrades: Themed Site (Upgraded)

52 References Migration and Upgrade Information for SharePoint Developers Migration and Upgrade Information for SharePoint Server (IT Pros) Upgrade Documentation Upgrade Toolkit for Windows SharePoint Services Sites and Templates Guide Upgrade in WSS SDK Fix your Orphans HotFixes repair content databases in Windows SharePoint Services Spsadm.exe command line tool that you can use to clean up orphaned items in the configuration database in SharePoint Portal Server / /

53 References Supportability 2003 Best Practices to ensure upgradeability KB Article on Site Definition Supportability in Supported and unsupported scenarios for working with custom site definitions and custom area definitions in Windows SharePoint Services and in SharePoint Portal Server Community Tools SharePoint Configuration Analyzer 4b47-82ca-34b393ea70e1&DisplayLang=en 4b47-82ca-34b393ea70e1&DisplayLang=en SharePoint Utility SPReport Managing SharePoint Products and Technologies Performance at Microsoft Microsoft SQL Server Report Pack for Microsoft Office SharePoint Portal Server Blogs Resources and Recommendations for Upgrading Site Definitions and Site Templates for-upgrading-site-definitions-and-site-templates.aspx for-upgrading-site-definitions-and-site-templates.aspx Upgrade Content IT Pros may not have seen may-not-have-seen.aspx may-not-have-seen.aspx Other Upgrade Topics from Joel’s Blog

54 Reference New Upgrade Paper for customizations /11/a-new-upgrade-paper.aspx

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57 © 2008 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.