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SharePoint Upgrade, reel life experience, best
practices
#SPSBE02
Knut Relbe-Moe
April 26th, 2014
Thanks to our sponsors!
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Knut Relbe-Moe
Senior Solution Architect
Technical Lead SharePoint
Steria AS
Oslo
Norway
Contact
@sharePTkarm
Email: knutrelbemoe@outlook.com
Blog: www.sharepointblog.no
Skype: shareptkarm
Mobile: 0047-98224609
My Experience:
 SharePoint evangelist, mentor, speaker
 Old developer, turned Architect / ITPro
 Have worked with SharePoint since the 2003 version.
 Worked with several clients upgrading their solution from
2007/2010 to 2013.
 Worked with several clients upgrading from 2013 to 2013 SP1
 Works as a Lead Architect and advisor creating SharePoint Farm
architecture/infrastructure on many projects. With up to 25.000
users.
 Worked with automating the installation and configuration of
SharePoint.
I’m proud to work for:
About this session
 SharePoint doesn’t support upgrading
straight from MOSS 2007 to SharePoint
2013. You first have to go trough
SharePoint 2010.
 SharePoint 2013 doesn’t support «In-Place
upgrade». Which is a good thing!
 SharePoint 2013 supports «database
attach» which arrived with SharePoint 2010
 SharePoint 2013 supports upgrade of
some of the Service Applications
Technet
01.06.2013
So what about technet?
Only one problem
What can be upgraded?
What can be upgraded?
What about upgrade from
2007?
I have SharePoint 2007… Should I skip
2010?
 You can’t skip 2010, because SharePoint doesn’t support upgrading
straight from MOSS 2007 to SharePoint 2010
Upgrade path
Another option
Upgrade process – different
options
Upgrade process – farm solutions
Analyze todays environment
Upgrade process – moving to the cloud
– best practice
Rewrite the code
to 2013 solution
Color Description
Blue Supporting items for your decision
Orange
Solution is not cloud ready and can't be used
with Office 365. So it has to be farm solution.
Yellow
Yellow: Can't be used with Office 365 multitenant.
Could work with Office 365 dedicated (please verify it
with Microsoft before starting to build it).
Green
Solution is cloud ready and can be used with Office
365
The decision chart is based on the idea, that you separate
each use case and you do an evaluation for each of them.
It could be that your solution is a mix of apps, sandbox
solutions and a client application used to deploy and
configure it.
Adrian Fiechter
@adrianfiechter
http://tinyurl.com/oq87nnd
Iterative upgrade process
Tobias Zimmergren
Entrepreneur / Microsoft
MVP / Technology
Evangelist
@zimmergren
www.zimmergren.net
http://t.co/LMdhQh4wnD
Step by step process on upgrading
to SharePoint 2013
 Prepare and gather info
 Clean up the 2010 environment (Remove faulty features, solutions that should not be used anymore)
 Build servers / install 2013 SharePoint
 Backup and upgrade of service application database
 Upgrade your SP 2010 code to SP 2013
 Backup and upgrade of content databases
 Deploy 2010 WSP files to the 14 – hive in SP 2013
 Test-SPContentDatabase – Correct any mistakes that occurs
 Mount-SPContentDatabase – Probably fails
 Migrate to claims
 Upgrade site collection – Upgrade SPSite http://server/sitecollection
 Deploy of SP2013 WSP-Files
Step by step process on upgrading to SharePoint 2013
Step by step process on upgrading to SharePoint 2013
Step by step process on upgrading to SharePoint 2013
 Run Test-
SPContentDatabase cmdlet to
identify missing components along
with potential errors and related
warnings.
 Check the upgrade log and deploy
any missing components and re run
the cmdlet until no errors returned
Step by step process on upgrading to SharePoint 2013
Step by step process on upgrading to SharePoint 2013
Step by step process on upgrading to SharePoint 2013
Step by step process on upgrading to SharePoint 2013
 Migrate to claims if you didn’t
do it in the 2010 environment
Step by step process on upgrading to SharePoint 2013
Step by step process on upgrading to SharePoint 2013
Step by step process on upgrading to SharePoint 2013
Upgrade your Custom
Solutions
 The migration report tells you how the
upgrade went.
Check out the assembly references
in your project that are pointing to
any SharePoint assemblies
Note that the assemblies have
automatically been updated to the
correct version of the SharePoint
2013 assembly.
 Path to the images folder
 Path to the layouts folder
 Path to the controltemplate folder
Other code updates //images folder
//layouts folder
//controltemplates folder
Demo time: Content upgrade
and code upgrade
Demo – summary
 Create web application in 2013 farm
 Set Source DB-To Read Only (in 2010 farm)
 Backup existing content DB. (in 2010 farm)
 Restore content db to new SQL Server
 Test upgrade process using:
Test-SPContentDatabase -name ContentDBName -webapplication http:/mydemo > c:autid.txt
 Review log files for errors/upgrade blockers
 Run Mount-SPContentDatabase command to upgrade DB (DB is updated but not site
collections)
 To upgrade the visual experience to 2013 on all site collections run the following command:
 Get-SPSite -contentdatabase ContentDBName -Limit All | Upgrade-SPSite –
VersionUpgrade
 I have now shown you how to upgrade your custom solutions to 2013.
 But for each solution you have to consider, shall I just convert the code, or shall I rewrite the
code completely so it would also work with the new SharePoint App Model
Typical errors
False
Great!
Upgrading SharePoint 2013
To: SharePoint 2013 SP1
1. Install SharePoint 2013 service-pack 1
on all servers.
2. Install SharePoint 2013 Language
pack service pack 1 on all servers
3. Complete the upgrade with
psconfig/config-wizard to complete
on all servers
4. Install Windows 2012 R2 on all
servers
Alternative 1:
Upgrade to 2013 Service Pack 1
Windows 2012 is perfectly capable of mounting local ISO files as a virtual disc. Click the
ISO, then run setup when the ISO is mounted.
Prepare Windows 2012 R2 ISO
44
Run setup, accept the UAC elevation and begin the
install. Get the updates
45
46
Make sure you install the GUI Windows only. SharePoint doesn’t
support server core.
Make sure you select “upgrade” as it’s pretty much the entire point of this
article/process.
Windows Upgrade Compatibility Check
47
Running Setup & Upgrading Windows 2012 to R2
48
Setup will restart
a couple of times.
Verify SharePoint Functionality & Fixing Errors
 As mentioned earlier, the upgrade to Windows 2012
R2 can leave SharePoint rather broken by default.
 Specifically the Security Token Service can break
because of a problem with then SharePoint farm
certificate.
 Click on “view these issues” and you might see
something like this:
How to fix it!
psconfig -cmd services install
psconfig -cmd installfeatures
psconfig -cmd secureresources
1. Reinstall the Servers.
2. Install Windows 2012 R2 on all
servers
3. Install SharePoint 2013 service-pack
1 on all servers.
4. Install SharePoint 2013 Language
pack service pack 1 on all servers
5. Join the SP1 servers to the farm
6. Complete the upgrade with
psconfig/config-wizard to complete
on all servers
7. Remove the old 2013 servers from
the farm
Upgrade to 2013 Service Pack 1 update
Link to the download of SP1 update
KB Download
KB Download
KB Download
KB Download
Scripted install of cumulative updates/Service Pack 1
To save a lot of time during installation of cumulative updates / service pack, take a look
at Russ Maxwell powershell script to script the installation. This will save you a lot of time.
http://blogs.msdn.com/b/russmax/archive/2013/04/01/why-sharepoint-2013-
cumulative-update-takes-5-hours-to-install.aspx
This script reduces the patch time from 5 hours to approximately 30 minutes
Another note – Best practice on install
About the script
1. Disable the IISAdmin and SPTimerV4 service
2. Shut down IIS Admin and Timer Services if they are running
3. Give you the option to Pause the Search Service Application (see search notes below)
4. Stop Search Services (see search notes below)
5. Install the patch in passive mode (No user interaction required but will witness the patch install in the UI)
Note: Power Shell should remain open in the background while patch is running
6. Upon completion of the patch, the Power Shell script, services in step 1 are set to Automatic
7. Starts up IIS Admin and Timer Services
8. Starts up Search services
9. Resume the Search Service Application if it was
paused
10. Finally, the script will display the Start Time and End Time for patch install
Drop the SharePoint cumulative/sp1 update in the same folder as the script.
For instance C:scripts
How to run the script
Important: Only one update
should be placed here and the file
extension should be .exe.
Finally, run the script from c:scripts using SharePoint
Management Shell.
Example Screenshot
during patching it
looks like:
Example Screenshot –
Patching is complete!
How to succeed upgrading
SharePoint
How to succeed upgrading SharePoint
How to succeed upgrading SharePoint
Another option:
Different migration tools
Summary
Thanks to
My contact details:
Twitter: @sharePTkarm
Email: knutrelbemoe@outlook.com /
kirm@steria.no
Blogg: http://www.sharepointblog.no
Skype shareptkarm
Mobile: 0047-98224609
Linkedin: http://no.linkedin.com/pub/k
nut-relbe-moe/2/70b/6a/
Thank you!

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SharePoint Saturday Belgium 2014 SharePoint Upgrade, real life experience and best practices

  • 1. SharePoint Upgrade, reel life experience, best practices #SPSBE02 Knut Relbe-Moe April 26th, 2014
  • 2. Thanks to our sponsors! Gold Silver
  • 3. Knut Relbe-Moe Senior Solution Architect Technical Lead SharePoint Steria AS Oslo Norway Contact @sharePTkarm Email: knutrelbemoe@outlook.com Blog: www.sharepointblog.no Skype: shareptkarm Mobile: 0047-98224609 My Experience:  SharePoint evangelist, mentor, speaker  Old developer, turned Architect / ITPro  Have worked with SharePoint since the 2003 version.  Worked with several clients upgrading their solution from 2007/2010 to 2013.  Worked with several clients upgrading from 2013 to 2013 SP1  Works as a Lead Architect and advisor creating SharePoint Farm architecture/infrastructure on many projects. With up to 25.000 users.  Worked with automating the installation and configuration of SharePoint.
  • 4. I’m proud to work for:
  • 6.  SharePoint doesn’t support upgrading straight from MOSS 2007 to SharePoint 2013. You first have to go trough SharePoint 2010.  SharePoint 2013 doesn’t support «In-Place upgrade». Which is a good thing!  SharePoint 2013 supports «database attach» which arrived with SharePoint 2010  SharePoint 2013 supports upgrade of some of the Service Applications
  • 10. What can be upgraded?
  • 11. What can be upgraded?
  • 12. What about upgrade from 2007?
  • 13. I have SharePoint 2007… Should I skip 2010?  You can’t skip 2010, because SharePoint doesn’t support upgrading straight from MOSS 2007 to SharePoint 2010
  • 16. Upgrade process – different options
  • 17. Upgrade process – farm solutions Analyze todays environment
  • 18. Upgrade process – moving to the cloud – best practice Rewrite the code to 2013 solution
  • 19. Color Description Blue Supporting items for your decision Orange Solution is not cloud ready and can't be used with Office 365. So it has to be farm solution. Yellow Yellow: Can't be used with Office 365 multitenant. Could work with Office 365 dedicated (please verify it with Microsoft before starting to build it). Green Solution is cloud ready and can be used with Office 365 The decision chart is based on the idea, that you separate each use case and you do an evaluation for each of them. It could be that your solution is a mix of apps, sandbox solutions and a client application used to deploy and configure it. Adrian Fiechter @adrianfiechter http://tinyurl.com/oq87nnd
  • 20. Iterative upgrade process Tobias Zimmergren Entrepreneur / Microsoft MVP / Technology Evangelist @zimmergren www.zimmergren.net http://t.co/LMdhQh4wnD
  • 21. Step by step process on upgrading to SharePoint 2013
  • 22.  Prepare and gather info  Clean up the 2010 environment (Remove faulty features, solutions that should not be used anymore)  Build servers / install 2013 SharePoint  Backup and upgrade of service application database  Upgrade your SP 2010 code to SP 2013  Backup and upgrade of content databases  Deploy 2010 WSP files to the 14 – hive in SP 2013  Test-SPContentDatabase – Correct any mistakes that occurs  Mount-SPContentDatabase – Probably fails  Migrate to claims  Upgrade site collection – Upgrade SPSite http://server/sitecollection  Deploy of SP2013 WSP-Files Step by step process on upgrading to SharePoint 2013
  • 23. Step by step process on upgrading to SharePoint 2013
  • 24. Step by step process on upgrading to SharePoint 2013
  • 25.  Run Test- SPContentDatabase cmdlet to identify missing components along with potential errors and related warnings.  Check the upgrade log and deploy any missing components and re run the cmdlet until no errors returned Step by step process on upgrading to SharePoint 2013
  • 26. Step by step process on upgrading to SharePoint 2013
  • 27. Step by step process on upgrading to SharePoint 2013
  • 28. Step by step process on upgrading to SharePoint 2013
  • 29.  Migrate to claims if you didn’t do it in the 2010 environment Step by step process on upgrading to SharePoint 2013
  • 30. Step by step process on upgrading to SharePoint 2013
  • 31. Step by step process on upgrading to SharePoint 2013
  • 33.
  • 34.
  • 35.  The migration report tells you how the upgrade went.
  • 36. Check out the assembly references in your project that are pointing to any SharePoint assemblies Note that the assemblies have automatically been updated to the correct version of the SharePoint 2013 assembly.
  • 37.  Path to the images folder  Path to the layouts folder  Path to the controltemplate folder Other code updates //images folder //layouts folder //controltemplates folder
  • 38. Demo time: Content upgrade and code upgrade
  • 39. Demo – summary  Create web application in 2013 farm  Set Source DB-To Read Only (in 2010 farm)  Backup existing content DB. (in 2010 farm)  Restore content db to new SQL Server  Test upgrade process using: Test-SPContentDatabase -name ContentDBName -webapplication http:/mydemo > c:autid.txt  Review log files for errors/upgrade blockers  Run Mount-SPContentDatabase command to upgrade DB (DB is updated but not site collections)  To upgrade the visual experience to 2013 on all site collections run the following command:  Get-SPSite -contentdatabase ContentDBName -Limit All | Upgrade-SPSite – VersionUpgrade  I have now shown you how to upgrade your custom solutions to 2013.  But for each solution you have to consider, shall I just convert the code, or shall I rewrite the code completely so it would also work with the new SharePoint App Model
  • 41. Upgrading SharePoint 2013 To: SharePoint 2013 SP1
  • 42. 1. Install SharePoint 2013 service-pack 1 on all servers. 2. Install SharePoint 2013 Language pack service pack 1 on all servers 3. Complete the upgrade with psconfig/config-wizard to complete on all servers 4. Install Windows 2012 R2 on all servers Alternative 1:
  • 43. Upgrade to 2013 Service Pack 1
  • 44. Windows 2012 is perfectly capable of mounting local ISO files as a virtual disc. Click the ISO, then run setup when the ISO is mounted. Prepare Windows 2012 R2 ISO 44
  • 45. Run setup, accept the UAC elevation and begin the install. Get the updates 45
  • 46. 46 Make sure you install the GUI Windows only. SharePoint doesn’t support server core. Make sure you select “upgrade” as it’s pretty much the entire point of this article/process.
  • 48. Running Setup & Upgrading Windows 2012 to R2 48 Setup will restart a couple of times.
  • 49. Verify SharePoint Functionality & Fixing Errors  As mentioned earlier, the upgrade to Windows 2012 R2 can leave SharePoint rather broken by default.  Specifically the Security Token Service can break because of a problem with then SharePoint farm certificate.  Click on “view these issues” and you might see something like this:
  • 50. How to fix it! psconfig -cmd services install psconfig -cmd installfeatures psconfig -cmd secureresources
  • 51. 1. Reinstall the Servers. 2. Install Windows 2012 R2 on all servers 3. Install SharePoint 2013 service-pack 1 on all servers. 4. Install SharePoint 2013 Language pack service pack 1 on all servers 5. Join the SP1 servers to the farm 6. Complete the upgrade with psconfig/config-wizard to complete on all servers 7. Remove the old 2013 servers from the farm
  • 52.
  • 53. Upgrade to 2013 Service Pack 1 update
  • 54. Link to the download of SP1 update KB Download KB Download KB Download KB Download
  • 55.
  • 56. Scripted install of cumulative updates/Service Pack 1 To save a lot of time during installation of cumulative updates / service pack, take a look at Russ Maxwell powershell script to script the installation. This will save you a lot of time. http://blogs.msdn.com/b/russmax/archive/2013/04/01/why-sharepoint-2013- cumulative-update-takes-5-hours-to-install.aspx This script reduces the patch time from 5 hours to approximately 30 minutes Another note – Best practice on install
  • 57. About the script 1. Disable the IISAdmin and SPTimerV4 service 2. Shut down IIS Admin and Timer Services if they are running 3. Give you the option to Pause the Search Service Application (see search notes below) 4. Stop Search Services (see search notes below) 5. Install the patch in passive mode (No user interaction required but will witness the patch install in the UI) Note: Power Shell should remain open in the background while patch is running 6. Upon completion of the patch, the Power Shell script, services in step 1 are set to Automatic 7. Starts up IIS Admin and Timer Services 8. Starts up Search services 9. Resume the Search Service Application if it was paused 10. Finally, the script will display the Start Time and End Time for patch install
  • 58. Drop the SharePoint cumulative/sp1 update in the same folder as the script. For instance C:scripts How to run the script Important: Only one update should be placed here and the file extension should be .exe. Finally, run the script from c:scripts using SharePoint Management Shell. Example Screenshot during patching it looks like: Example Screenshot – Patching is complete!
  • 59. How to succeed upgrading SharePoint
  • 60. How to succeed upgrading SharePoint
  • 61. How to succeed upgrading SharePoint
  • 64.
  • 67. My contact details: Twitter: @sharePTkarm Email: knutrelbemoe@outlook.com / kirm@steria.no Blogg: http://www.sharepointblog.no Skype shareptkarm Mobile: 0047-98224609 Linkedin: http://no.linkedin.com/pub/k nut-relbe-moe/2/70b/6a/