migration to sharepoint 2013 – theory and practice

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SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013 ZAGREB, NOVEMBER 27-28 2013 Migration to SharePoint 2013 - theory and practice… NICKI BORELL, EXPERTS INSIDE

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Upgrade and migration within the SharePoint environment has always been a specific challenge to all fields inside a company. Upgrade or migration will always give you the possibility to remove and eliminate old waste or fault design. Further the chances to customize your SharePoint environment conform to actual company structures. This lecture will show the fundamental procedure during migration, the possibilities of using internal means and the need of 3rd party tools. Based on praxis examples we will respond to problems, offer solutions to migration and consolidation of SharePoint environment.

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Page 1: Migration to SharePoint 2013 – Theory and practice

SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013

ZAGREB, NOVEMBER 27-28 2013

Migration to SharePoint 2013 - theory and practice…

NICKI BORELL, EXPERTS INSIDE

Page 2: Migration to SharePoint 2013 – Theory and practice

sponsors

Page 3: Migration to SharePoint 2013 – Theory and practice

Nicki BorellConsultant / EvangelistSharepoint & SQL ServerMCSE, MCDBA, MCITP, MCT

Kontakt: [email protected]://www.expertsinside.comhttps://twitter.com/NickiBorell

http://www.sharepointtalk.net

Referent

Page 4: Migration to SharePoint 2013 – Theory and practice

Migration to SharePoint 2013

Theory and practice…Migration (Latin: migratio) from Wikipedia:• Gene migration, a process in evolution and population genetics• Animal migration, the travelling of long distances in search of a new habitat

• Human migration, physical movement by humans from one area to another• Data migration, the process of transferring data between storage types, formats, or

computer systems• System migration, the tasks involved when moving data and applications from current

hardware to new hardware• Forest migration, the movement of large seed plant dominated communities in

geographical space over time• In computing and consumer electronics an upgrade is generally a replacement

Page 5: Migration to SharePoint 2013 – Theory and practice

Preparing to Upgrade or Migrate to SharePoint 2010/SharePoint 2013

Migration Strategies for Search in SharePoint 2013

Migrating to SharePoint Online in Office 365 - Strategy and Best

Practices

Migrating Legacy On-Premise Solutions to SharePoint Online and Windows Azure

SharePoint 2013 Upgrade Overview

SharePoint 2013 Upgrade Deep Dive

Page 6: Migration to SharePoint 2013 – Theory and practice
Page 7: Migration to SharePoint 2013 – Theory and practice

Past & Future

Issues:- Difficult problems- Not all components can be upgraded- Long running upgrade process- Not clear what exactly happens during upgrade –

only a logfile at the end- All or nothing migration

Page 8: Migration to SharePoint 2013 – Theory and practice

Past & Future

Lessons learned:- “site collection health checks”- database attached update for almost all Service Applications- “self-service site collection upgrade”

- Separating “Site Collection Upgrade” and “Database Upgrade”

- “cross-version services connections”- “throttles and queue management”- ULS Logs- Upgrade Evaluation

Page 9: Migration to SharePoint 2013 – Theory and practice

Some Facts

No in place Upgrade available

DB attached Upgrade is the only way without using 3th Party Tools or

code

/14 and /15 hives will be installed

No visual Upgrade based on „switch Stylesheets etc.“.

Site Collections are running in /14 or /15

hive

Features and Templates from

SP2010 still work

“upgrade job in process” - no way to remove during run

NO RollbackNo problems with

RBS, Upgrade is a DB Schema Update

SPDesigner 2010 still works for some SP2013 parts – unsupoorted

http://365.webbrewers.com/blog/Lists/Posts/Post.aspx?ID=25

http://support.microsoft.com/kb/2553382

Page 10: Migration to SharePoint 2013 – Theory and practice

Steve and Bills thoughts…The Microsoft Way

Page 11: Migration to SharePoint 2013 – Theory and practice

PREPARE• GATHER INFORMATION AND CLEAN

UP 2010 FARM• PREPARE 2013 FARM

UPGRADE DATABASES• COPY DATABASES• UPGRADE SERVICE APPLICATION

DATABASES• CREATE WEB APPLICATIONS AND

APPLY CUSTOMIZATIONS• UPGRADE CONTENT DATABASES

UPGRADE SITES• RUN SITE COLLECTION HEALTH

CHECKS• CREATE AN UPGRADE EVALUATION

SITE COLLECTION• UPGRADE A SITE COLLECTION

The Microsoft Way

SHAREPOINT 2013

UPGRADE PROCESS

Page 12: Migration to SharePoint 2013 – Theory and practice

LETS DO IT THE MICROSOFT WAY…

Page 13: Migration to SharePoint 2013 – Theory and practice

You should know, that…

Page 14: Migration to SharePoint 2013 – Theory and practice

Site Collection Upgrade•Upgrade databases now and site collections later•No major changes to existing experience•Health rules help prevent failed site collection upgrades

•Per site collection logs•Upgrade Evaluation Site to preview upgrade

Upgrade Queuing and Throttling•Upgrade Queues•Each SPSite upgrade is queued•Can be removed from queue•Stays in queue on unexpected failures•Farm admin has control

•Upgrade Throttles•Throttle per web application•Throttle per content database•Upgrade Timer Jobs•Farm admin override

Customizations Upgrade •Existing customizations older than SharePoint 2010 may work, but change delta is much higher

•Existing SharePoint 2010 customizations should normally work without change in 14 mode but may require changes to work in 15 mode (Visual customizations (i.e. JS/CSS))

•New SharePoint ’15’ customizations not available in 14 mode

Unsupported In 14 Mode•All new SharePoint ’15’ specific features•2010 Web Analytics•Existing web analytics features must be removed•New web analytics features supported only in 15 mode

•2010 Office Web Applications•Replaced with ’15’ Office Web Applications for both 14 and 15 modes•PowerPoint Broadcast Sites must be removed-use Lync instead

Services Upgrade •Most services databases can be upgraded

• ’15’ Office Web Applications (WAC) on separate farm

•User Defined Functions no longer work in Excel Services

•Secure Store passwords can be maintained

You should know, that…

Page 15: Migration to SharePoint 2013 – Theory and practice

Tools

Page 16: Migration to SharePoint 2013 – Theory and practice

Bild auf Platzhalter ziehen oder durch Klicken auf Symbol hinzufügen

Tools

3th Party:Migrate SharePoint: - Content - configuration - Security- Migration cross overSharePoint Farms , versions & domains- Support for Microsoft® Office 365®

Free:• upgrade-worksheet-sharepoint-2013.xlsx• sp2013-upgrade-process.pdf• Test-SPContentDatabase cmdlet • SharePoint Feature Administration and Clean Up Tool • Sizer for Microsoft SharePoint• SharePoint Manager • Code Checker: MSOCAF

https://caf.sharepoint.microsoftonline.com/

Page 17: Migration to SharePoint 2013 – Theory and practice

Tips, Strategies & Tricks

Page 18: Migration to SharePoint 2013 – Theory and practice

Tips, Strategies & Tricks

Wrong expectance

undesigned Deployment / Upgrade

MacGyver Upgrade

user acceptance

Unclear scopes

Tools support

Test migration with real data and

users

Changes for redesign

Use the new features

Page 19: Migration to SharePoint 2013 – Theory and practice

SourcesUpgrade to SharePoint 2013:http://technet.microsoft.com/en-us/library/cc303420(v=office.15)

Best practices for upgrading to SharePoint 2013

Checklist for database-attach upgrade (SharePoint 2013)

Create a plan for current customizations during upgrade to SharePoint 2013

Migrate from classic-mode to claims-based authentication in SharePoint 2013

Overview of the upgrade process to SharePoint 2013

Plan for site collection upgrades in SharePoint 2013

Services upgrade overview for SharePoint Server 2013

Troubleshoot database upgrade issues in SharePoint 2013

Upgrade databases from SharePoint 2010 to SharePoint 2013

Upgrade farms that share

services (parent and child

farms) to SharePoint 2013

Use a trial upgrade to SharePoint 2013 to find

potential issues

Page 20: Migration to SharePoint 2013 – Theory and practice

questions?

HTTP://WWW.SHAREPOINTTALK.NET

@NICKIBORELL

Page 21: Migration to SharePoint 2013 – Theory and practice

thank you.

SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013

ZAGREB, NOVEMBER 27-28 2013