From TechED 2007 (New Zealand)

2. OFC304 Microsoft Windows SharePoint Services and Microsoft SharePoint Portal Server 2003 Upgrade and Migration (Level 300) Chandima Kulathilake (Microsoft MVP - Microsoft Office SharePoint Server) http://www.chandima.net/Blog/ Solutions Consultant Provoke Solutions http://www.provoke.co.nz

3. Upgrade Preparation PRESCAN and Disk Considerations Upgrade Methods and OptionsIn-Place, Gradual and Content DB Migration Post-Upgrade ConsiderationsCustomizations, Content Partner Upgrade Tools Summary Q & A Session Objectives and Agenda

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

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 (SQL or STSADM) Make sure you know how to recover from backup Get all SharePoint servers to Service Pack 2 Use SPSiteManager from SharePoint Utility Suite v2.5 with the -analyze option to find anywhere you violate the capacity guidelines http://www.microsoft.com/sharepoint/downloads/components/detail.asp?a1=724 Run prescan.exe early and repeat as necessaryPRESCAN IS YOUR FRIEND!

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%br />

8. What Will Prescan find? Sites based on site templates: Site Template Upgrade Kithttp://www.microsoft.com/downloads/details.aspx?FamilyID=a70bd8f8-a0f0-4d00-9010-8e40b7c98f68&displaylang=en Sites based on custom site definitions Un-ghosted pages Orphaned objects Custom Web Parts Sites that need language packs

10. Prescan Example of good Prescan results 07/19/2006 17:17:01 Scan finished without failure 07/19/2006 17:17:01 Number of sites skipped (already scanned): 0 07/19/2006 17:17:01 Number of sites scanned: 1 07/19/2006 17:17:01 Number of broken sites: 0 07/19/2006 17:17:01 Number of webs scanned: 13 07/19/2006 17:17:01 Number of broken webs: 0 07/19/2006 17:17:01 Number of webs using custom template: 0 07/19/2006 17:17:01 Number of pages scanned: 0 07/19/2006 17:17:01 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 resolutionshttp://blogs.technet.com/wbaer/archive/2006/12/22/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 V3 Config DB V3 Content DBs V2 Content DBs V2 Search and User Profiles DBs SSP DBSearch 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. Gradual Upgrade Process http://WSS http://WSS http://WSSold WSS Farm WSS 2003 Web App WSS 2007 Web App SQL Instance Config Content Content Config Temp

17. Gradual Upgrade URL Redirection Current URL: http://portal.company.com During upgrade, define temporary URL http://portal.company.com:8080 or http://temp-portal.company.com 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

18. Gradual Upgrade 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

19. Gradual Upgrade 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

20. Gradual Upgrade When upgrade result is undesirable, “revert” deletes 2007and 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

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

22. Gradual 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 DEMO – Gradual Upgrade! 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. Required for scalable hosting mode/account creation mode, and host header mode deployments

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

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

26. Content DB Migration Steps 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

27. Content DB Migration 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. Methods in a Nutshell

29. Need more methods? Content Migration Upgrade Multi Threaded Database Attach Virtual In Place Upgrade Migrate Then Upgrade http://blogs.msdn.com/joelo/archive/2007/05/22/3-methods-to-upgrade-let-me-give-you-4-more.aspx

30. SQL Instance Database Attach on Steroids Multithreaded DB Attach 2007 Farm 2007 Farm 2007 Farm 2003 Farm 2007 Farm 2007 Farm . .

32. Build V3 Virtual Server

33. Take STSADM backups from V2 server

34. Restore to V2 Pre migration and clean up

35. Run PRESCAN!

36. Backup DB

37. Run STSADM –o attachcontentdb into V3 Pre Migration or V3 UAT

38. Take STSADM backups

40. 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

41. 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 URLIf conflict, number appended starting with zero http://portal/c12/finance becomes http://portal/finance (retains structure) Areas are upgraded to publishing sites After upgrade you can only create publishing sites as subsite can be changed http://msmvps.com/blogs/shane/archive/2007/02/08/moss-after-an-upgrade-you-can-only-create-publishing-sub-sites.aspx

42. Common Issues Local administrator on server no longer has full access to SharePoint Can be re-granted http://msmvps.com/blogs/shane/archive/2007/01/21/become-administrator-of-the-entire-web-application.aspx New blocked file types ASMX, REM, RESX, SOAP, ASHX E-mail enabled document libraries don’t work Look at new feature “Incoming e-mail”

43. 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)

44. 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

45. 60EMPLATE033br />STSefault.aspx Upgrade Effects on Ghosting 60emplate 12emplate 12EMPLATEbr />SiteTemplatesTSbr />default.aspx 2007 Farm 2003 Farm SQL Instance Content Config

46. 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 in (Gradual Upgrade) Deploying Web Parts stsadm –o addwppack

47. Troubleshooting Tips Prescan logs %temp% Prescan.log Prescan Report and Summary Log files Upgrade and Server logs Logs are inrogram Filesommon Filesicrosoft Sharedeb Server Extensions2ogs Watch the Event Viewer

48. Partners Helping You Upgrade CorasWorksMigrator 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 Echo Helps you quickly roll out customizations and settings and permissions across your farm with no site collection boundaries 2007 version coming soon AvePointDocAve 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)

49. 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

50. References My Blog: http://www.chandima.net/Blog/ Will make all resource links and slides available on blog! Migration and Upgrade Information for SharePoint Developers http://msdn2.microsoft.com/en-us/office/aa905505.aspx Migration and Upgrade Information for SharePoint Server (IT Pros) http://technet.microsoft.com/en-us/sharepointserver/bb421259.aspx Upgrade Documentation http://technet2.microsoft.com/Office/en-us/library/396c85d9-4b86-484e-9cc5-f6c4d725c5781033.mspx?mfr=true Upgrade Toolkit for Windows SharePoint Services Sites and Templates Guide http://www.microsoft.com/technet/solutionaccelerators/collaboration/default.mspx Upgrade in WSS SDK http://msdn2.microsoft.com/en-us/library/ms460185.aspx Fix your Orphans HotFixes repair content databases in Windows SharePoint Services http://support.microsoft.com/kb/918744 Spsadm.exe command line tool that you can use to clean up orphaned items in the configuration database in SharePoint Portal Server 2003 http://support.microsoft.com/kb/918742/

51. References Supportability 2003 Best Practices to ensure upgradeability http://msdn2.microsoft.com/en-us/library/ms916859.aspx KB Article on Site Definition Supportability in 2003 http://support.microsoft.com/Default.aspx?id=898631 Supported and unsupported scenarios for working with custom site definitions and custom area definitions in Windows SharePoint Services and in SharePoint Portal Server 2003 http://support.microsoft.com/kb/898631/en-us Community Tools SharePoint Configuration Analyzer http://www.microsoft.com/downloads/details.aspx?FamilyID=918f8c18-89dc-4b47-82ca-34b393ea70e1&DisplayLang=en SharePoint Utility http://www.microsoft.com/sharepoint/downloads/components/detail.asp?a1=724 SPReporthttp://workspaces.gotdotnet.com/spreports Managing SharePoint Products and Technologies Performance at Microsoft http://www.microsoft.com/technet/itshowcase/content/spsperfnote.mspx#ETKAE Microsoft SQL Server Report Pack for Microsoft Office SharePoint Portal Server 2003 http://www.microsoft.com/downloads/details.aspx?FamilyID=49159368-544b-4b09-8eed-4844b4e33d3d&DisplayLang=en Blogs Resources and Recommendations for Upgrading Site Definitions and Site Templates http://blogs.msdn.com/joelo/archive/2007/01/03/resources-and-recommendations-for-upgrading-site-definitions-and-site-templates.aspx Upgrade Content IT Pros may not have seen http://blogs.msdn.com/joelo/archive/2006/12/06/upgrade-content-it-pros-may-not-have-seen.aspx Other Upgrade Topics from Joel’s Bloghttp://blogs.msdn.com/joelo/archive/tags/Upgrade/default.aspx

52. Orphaned Objects Windows SharePoint Services Content DB orphans Post-SP2 Hotfix, KB 918743 and KB 918744 stsadm -o databaserepair -url http://WSSSite -databasename DatabaseName stsadm -o databaserepair -url http://WSSSite -databasename DatabaseName –deletecorruption SharePoint Server Config DB orphans Post SP2 Hotfix, KB 918742 spsadm –o repairorphans http://PortalSite Windows SharePoint Services Config DB orphans Remove and then reattach the content databases on the virtual server

53. Effect of Upgrades: Low Customization Site (Original)

54. Effect of Upgrades:Low Customization Site (Upgraded)

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

56. Effect of Upgrades:High Customization Site (Original)

57. Effect of Upgrades:High Customization Site (Upgraded)

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

59. Effect of Upgrades:Themed Site (Original)

60. Effect of Upgrades:Themed Site (Upgraded)

61. Q&A Please fill the evaluation form!Thank You

62. Resources Technical Communities, Webcasts, Blogs, Chats & User Groups http://www.microsoft.com/communities/default.mspx Microsoft Learning and Certification http://www.microsoft.com/learning/default.mspx Microsoft Developer Network (MSDN) & TechNet http://microsoft.com/msdn http://microsoft.com/technet Trial Software and Virtual Labs http://www.microsoft.com/technet/downloads/trials/default.mspx New Zealand Technical Communities, Webcasts, Blogs, Chats & User Groups http://www.mscommunities.net.nz

63. The Microsoft Office SharePoint Conference 2008 March 3rd – 6th 2008 at the Washington State Convention and Trade Center, Seattle, USA Sign up for more information and registration notification at http://www.mssharepointconference.com Announcing!

64. Complete an evaluation on CommNet and enter to win!