journeyteam - – 801.565.9199 tales from the field: 2010 to 2013 upgrade horror stories and how to...
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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
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
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
JourneyTEAM - www.journeyteam.com – 801.565.9199
Mid
Siz
e F
arm
A
rch
itect
ure SharePointWEB
Web Front EndOffice Web Apps
SharePointAPPCentral AdminWorkflow ManagerService Applications
SharePointSQLSQL Server Instance
Processor: 64-bit, 4 coresRAM: 12 GBHD: 100 GB for System DriveHD: 20 GB for Log FilesOS: Windows Server 2008 R2SharePoint 2010
Processor: 64-bit, 4 coresRAM: 12 GBHD: 100 GB for System DriveHD: 20 GB for Log FilesOS: Windows Server 2008 R2SharePoint 2010
Processor: 64-bit, 4 coresRAM: 12 GBHD: 100 GB for System DriveHD: Data Volume Size Will Vary Depending On Content SizeOS: Windows Server 2008 R2SQL Server 2008 R2 Enterprise
Web Front EndDistributed Cache
SharePointAPPCentral AdminWorkflow Manager
SharePointSQLSQL Server Instance
Processor: 64-bit, 4 coresRAM: 12 GBHD: 100 GB for System DriveHD: 20 GB for Log FilesOS: Windows Server 2012 R2SharePoint 2013
Processor: 64-bit, 4 coresRAM: 12 GBHD: 100 GB for System DriveHD: 20 GB for Log FilesOS: Windows Server 2012 R2SharePoint 2013
Processor: 64-bit, 4 coresRAM: 12 GBHD: 100 GB for System DriveHD: Data Volume Size Will Vary Depending On Content SizeOS: Windows Server 2012 R2SQL Server 2012 Enterprise
Office Web Application
Server
SharePoint 2010 SharePoint 2013
JourneyTEAM - www.journeyteam.com – 801.565.9199
20
13
Hig
h A
vaila
bili
ty
Farm
Arc
hit
ect
ure
SharePointWEB1Web Front End
SharePointWEB2Web Front End
SharePointAPP1Central Admin
SharePointAPP2Search
SharePointSQL2Passive Cluster Node
SharePointSQL1Active Cluster Node
Network Load Balancing
SQLCluster
SharePointAPP3Office Web Apps
SharePointAPP4Office Web Apps
SharePointApp5Workflow Manager
SharePointAPP6Workflow Manager
SharePointAPP7Workflow Manager
SharePointAPP8Distributed Cache
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
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
JourneyTEAM - www.journeyteam.com – 801.565.9199
SharePoint Server Prep
• Disable Loopback Check• Firewall Configuration• Antivirus Configuration• Server Updates
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
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
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
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
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
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.
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
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
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
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
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
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
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
JourneyTEAM - www.journeyteam.com – 801.565.9199
• 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!
JourneyTEAM - www.journeyteam.com – 801.565.9199
Usergroup contacts:• @SharePointUtah• www.facebook.com/
UtahSharePointUsersGroup• www.UTSharePoint.com