Download Tales From The Field: 2010 to 2013 Upgrade Horror Stories and

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
Adam Burden
• 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
JourneyTEAM - www.journeyteam.com – 801.565.9199
Key Points
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Upgrade Stages
Configure SharePoint 2013 Farm
Copy Databases to New Farm
Upgrade Service Applications
Upgrade Content Databases
Upgrade Site Collections
JourneyTEAM - www.journeyteam.com – 801.565.9199
Upgrade Stages
JourneyTEAM - www.journeyteam.com – 801.565.9199
Mid Size Farm Architecture
SharePoint 2010
SharePoint 2013
JourneyTEAM - www.journeyteam.com – 801.565.9199
2013 High Availability
Farm Architecture
Network Load Balancing
SharePointWEB1
Web Front End
SharePointWEB2
Web Front End
SharePointAPP1
Central Admin
SharePointAPP2
Search
SharePointAPP3
Office Web Apps
SharePointAPP4
Office Web Apps
SharePointApp5
Workflow Manager
SharePointAPP6
Workflow Manager
SharePointAPP7
Workflow Manager
SharePointAPP8
Distributed Cache
SQLCluster
SharePointSQL2
Passive Cluster Node
SharePointSQL1
Active Cluster Node
JourneyTEAM - www.journeyteam.com – 801.565.9199
Collect Information
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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
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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
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Disable Loopback Check
Firewall Configuration
Antivirus Configuration
Server Updates
JourneyTEAM - www.journeyteam.com – 801.565.9199
Install SharePoint 2013
JourneyTEAM - www.journeyteam.com – 801.565.9199
ALWAYS Choose Complete!
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
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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
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Project Server
Workflow Manager
Office Web Apps
SSRS and PowerPivot
JourneyTEAM - www.journeyteam.com – 801.565.9199
Copy Databases To New 2013 Farm
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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
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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
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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
Upgrade Service Applications in This Order
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Secure Store Service Application
Business Data Connectivity Service Application
Managed Metadata Service Application
User Profile Service Application
PerformancePoint Service Application
Search Service Application
JourneyTEAM - www.journeyteam.com – 801.565.9199
Create Web Applications
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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
JourneyTEAM - www.journeyteam.com – 801.565.9199
Reapply Customizations
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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
JourneyTEAM - www.journeyteam.com – 801.565.9199
Attach a Content Database to a Web Application
• 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.
JourneyTEAM - www.journeyteam.com – 801.565.9199
Verify Upgrade of First Database
• View the Upgrade Status Page
• View the Upgrade Log File
– C:\Program Files\Common\Microsoft Shared\Web Server
Extentions\15\Logs\Upgrade-YYYYMMDD-HHMMSS-SSSerror.log
• View Upgrade Status for all Databases
– Get-SPContentDatabase | ft Name,
NeedsUpgradeIncludeChildren
JourneyTEAM - www.journeyteam.com – 801.565.9199
Next Steps
• 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
JourneyTEAM - www.journeyteam.com – 801.565.9199
Upgrade Site Collections
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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
JourneyTEAM - www.journeyteam.com – 801.565.9199
Extras!
• 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
JourneyTEAM - www.journeyteam.com – 801.565.9199
Usergroup contacts:
• @SharePointUtah
• www.facebook.com/UtahSharePointUsersGroup
• www.UTSharePoint.com
JourneyTEAM - www.journeyteam.com – 801.565.9199
Please join us for
SharePint!
Red Rock Brewing Co.
254 South 200 West
Salt Lake City, UT
Following the prize raffle
JourneyTEAM - www.journeyteam.com – 801.565.9199