migrating sharepoint 2013

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    CA C ALLAHAN

    [email protected]

    HTTP://ABOUT.ME/CACALLAHAN

    Migrating SharePoint2010 to 2013

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    Prerequisites

    Experience administering SharePoint

    Previous experience with migration helpful

    Understanding of :

    Windows Server

    SQL Server

    Basic PowerShell (particularly the SharePoint relatedcmdlets)

    Willingness to learn about migrating SharePointand ability to sit through a presentation

    Sense of humor*

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    Agenda

    Migration Path

    Services that can be migrated

    Services that cant be migrated

    Preparing for Migration

    House cleaning

    Documentation

    Customizations Eight steps to Migration

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    Migration Path

    Only SharePoint 2010 can be upgraded to SharePoint 2013

    There is no in-place upgrade for SharePoint 2013

    There is only database attach upgrad ing

    There is no pre-upgrade check for 2010, only Test-SPCo ntentDatase before attaching

    Site collections ca n have an upgrade hea lth chec k run before upgrade

    Upgraded content da tabases generate an upgrade status report to make sure upgrade was successful

    Site co llections are upgrad ed individually, and start out, by default in 2010 mode

    A tempo rary evaluation upgrade (cop y) ca n be c reated for a site collection to see if there will be any problems upgrading before doing so pe rmanently

    Services that can be upgraded

    Search

    User Profile Service

    Metad ata Service

    Secure Store

    Business Connec tivity

    PerformancePoint

    Services that cannot be upgraded

    State

    Usage and Health

    Web Analytics (not a service anymore, part of Search)

    Foundation Search (also no longer available in 2013)

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    Preparing for Migration

    House cleaning

    Visual upgrades

    Orphaned sites

    Large lists with too many columns

    Extraneous do cument versions

    Site collections that need to be moved to their own content databases

    Decommission PowerPoint broadcast sites and Fast search center

    Remove unused web pa rts, features, solutions, sites, etc.

    Documentation

    Customizations

    Some might migrate, many wont

    Create at test environment to check your customizations as part of your prep

    Authentica tion- convert classic web app lica tions to claims (or plan for it on the 2013 server)

    Site templates may need to be rebuilt (unsupported zones, controls in non-standa rd places can ca use issues)

    Convert C lassic to C laims web applications

    For User Profile- export synchronization key

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    Documentation

    Some simple tools to gather information about your SharePoint implementationbefore migration.

    Stsadm o enumallwebsincludefeatures includewebpartsincludeeventreceiversincludec ustomlistview >c:\ enumallfarm.txt

    PowerShell Script (spec ifically for SharePoint Foundation, but will work for Server too):http://technet.microsoft.com/en-us/library/ff645390(v=office.14).aspx

    More thorough powershell script that generates numerous XML files:http://technet.microsoft.com/en-us/library/ff645391.aspx

    Simple tool that generates hmtl file: http://spsfarmreport.codeplex.com/

    To do file comparison between 2010 servers 14 hive, and the 2013 server, somesimple tools

    WinMerge FreeFileSync (portable too)

    WinDiff

    SPDocKit (notfree, but a great documentation tool)

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    Converting Classic to

    Claims Although 2013 can support classic mode a uthentication, claims based authentication is the default

    Migration web application databases

    You can migrate content databases from web applications that were using classic mode authentication to 2013 (notrecommended)

    You can migrate content databases from web applications that were classic mode, then upgrade them on the 2013server (extra work)

    You can upgrade the authentication mode on the web applications from classic to claims on the 2010 prior to migrating

    (suggested approac h)

    To do so:

    $webapp name =read-host Enter Web Applica tion URL

    $wa =Get-SPWebApp lication $webappname

    $wa.UseC laimsAuthentica tion =$True

    $wa.Update()

    $account =read-host Enter PS Policy Account

    $acc ount =(New-SPC laimsPrincipa l Identity $acc ount IndentityType 1).ToEncoded String()

    $zp =$wa.ZonePolicies(Default)

    $p =$zp.Add($ac co unt,PSPolicy)

    $fc =$wa.Po licyRoles.GetSPecialRole(FullControl)

    $p.PolicyRoleBindings.Add($fc)

    $wa.Update()

    $wa.MigrateUsers($True)

    $wa.ProvisionGloba lly()

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    Migrating the User

    Synchronization Encryptedkey The User Profile Service uses an encrypted key to

    synchronize with Active Directory. To migrate thesync capabilities of UPS, you must export the key so

    you can import it on the 2013 server. At elevated command prompt, at path: C:\ Program

    Files\ Microsoft Office Servers\ 14.0\ SynchronizationService\ Bin

    Run MIISKMU.exe

    Its full name: Microsoft Identity Integration Server EncryptionKey Management utility

    Selec t Export Key

    Enter Farm Administrator acct and password

    Spec ify filename and location

    The file will be saved as a BIN, back it up. Be sure itsavailable to use on 2013 server during migration.

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    Eight steps to migration

    1. Install SharePoint 2013 (dont forget languagepacks)

    2. Copy customizations over to the new server3. Run configuration and configure farm settings

    4. Move databases to new SQL Server

    5. Migrate Service Applications (that can migrate)

    6. Create Web Applications7. Test and Attach Databases

    8. Upgrade site collections

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    Migrate Service

    Applications Service Applications can vary in terms of

    requirements and parameters

    You can only migrate service applications using

    PowerShell

    Generally, migrating a service application from 2010to 2013 is very much like creating a new serviceapplication, except, if they need databases, theyrefer to the databases being migrated and possiblyoriginal passphrases (as in the case of Secure Store)

    Create service application pool

    Create service application, referring to databases toupgrade

    Create proxy

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    Create Web Applications

    You first need to create a web application to attach thecontent databases from the 2010 server

    Make sure all settings and URLs are the same

    You can use PowerShell or Central Administration

    You can remove the database that gets createdautomatically

    The migration itself should be done in PowerShell

    To create a claims based web application (example):

    $auth = New-SPAuthenticationProviderNew-SPWebApplication Name Portal ApplicationPool PortalApplicationPoolAccount contoso\ sp_portalapppool URLhttp://sp1 AuthenticationProvider$auth

    Pro tip: Do not use convert-spwebapplication

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    Test and Attach

    Databases SharePoint 2010 does not have a preupgrade

    checker, however it does have a cmdlet to testindividual content databases before upgrading

    them. Test-SPContentDatabase Name -

    WebApplication

    If there are errors they are often concerning server sidedependencies or the database is using c lassic modeand the new web application uses claims

    Attaching the content database to the webapplication will upgrade it.

    Mount-SPContentDatabase Name DatabaseServer WebApplication

    Review database and upgrade status in GUI

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    Upgrade the Site

    Collections Once the content databases are succ essfully attached to the new

    SharePoint 2013 web applications the site collections they contain are no tupgraded automatically

    They are still running as SharePoint 2010 site collections and can be upgradedindividually

    As a site collection administrator

    As a farm administrator

    They can, of course, do mass upgrades

    The easy way to upgrade a site collection or two:

    Use the Banner at the top of the site collection page

    Use the link in the Site Collec tion Settings page

    Use PowerShell

    Before upgrading

    Run the Site Collection Health Check

    Can C reate temporary Evaluation site collection

    Select to create a temporary evaluation site collection (site name appended w ith eval)

    Usually lasts 30 days (can be changed)

    DO NO T do work on temporary site- it is not permanent!

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    Summary

    Migration Path

    Services that can be migrated

    Services that cant be migrated

    Preparing for Migration

    House cleaning

    Documentation

    Customizations Eight steps to Migration

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    CA CALLAHAN

    [email protected]

    TWITTER: @CAC ALLAHAN

    FACEBOOK GROUP: FACEBOOK.COM/GROUPS/CALLAHANSPF

    HTTP://ABOUT.ME/CAC ALLAHAN

    Migrating SharePoint2010 to 2013