Designing a Microsoft SharePoint 2010 Infrastructure Vol 2 part 31 ppt

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Planning for Upgrading to SharePoint 2010 15-3
Objectives
After completing this module, you will be able to:
• Describe the range of upgrade requirement options and the available upgrade
methods.
• Describe how to plan an upgrade to SharePoint 2010.
• Explain the key upgrade considerations.

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15-4 Designing a Microsoft® SharePoint® 2010 Infrastructure
Lesson 1
Identifying Upgrade Scenarios

SharePoint 2010 offers a range of business benefits for users and IT staff, so it is
likely that you will need to plan an upgrade. In addition to your technical
understanding, you must also understand the business benefits of performing an
upgrade. This will enable you to manage expectations and identify new
opportunities.
SharePoint 2010 has well-documented upgrade options, but you must understand
which is most appropriate for your organization—particularly if you must upgrade
from older product versions or migrate from platforms other than SharePoint
Products and Technologies.
Objectives
After completing this lesson, you will be able to:
• Describe the benefits of upgrading to SharePoint 2010.
• Describe the supported methods for upgrading from Microsoft Office
SharePoint Server 2007 to SharePoint 2010.
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Planning for Upgrading to SharePoint 2010 15-5
• Explain the options available for upgrading from older versions of Office

SharePoint to SharePoint 2010.
• Describe some of the solution-specific upgrade options that should be
reflected in an upgrade plan.
• Describe options for migrating from platforms other than SharePoint Products
and Technologies to SharePoint 2010.


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15-6 Designing a Microsoft® SharePoint® 2010 Infrastructure
Benefits of Upgrading to SharePoint 2010

Key Points
Solution architects must recognize the benefits of upgrading a current Office
SharePoint product implementation to SharePoint 2010. Stakeholders and the
business community may not be aware of the potential benefits, so you should
know what SharePoint 2010 can do for your organization. This does not mean that
you should be selling the new solution; instead, you should understand how the
new functionality that is available meets your business requirements. You should
also identify current customizations that can be replaced by out-of-the-box
functionality available in SharePoint 2010.
This functionality falls into the following areas:
• Sites and collaboration. SharePoint 2010 offers increased site deployment
flexibility and usability through:
• A single platform for intranet, extranet, and Internet sites that is often
more cost-effective.
• The familiar Fluent user interface (UI).
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Planning for Upgrading to SharePoint 2010 15-7
• Search. The integration of Microsoft FAST Search Server 2010 for SharePoint
technologies and the extension of People Search provides:

• Greater speed and flexibility to search for, and drill down into, business
information.
• The ability to create more effective groups by identifying key team
members.
• Enhanced options for customized search solutions.
• Community development. SharePoint 2010 has greatly enhanced social
computing features that can deliver:
• Personalized environments with My Site Web sites, wikis, and blogs.
• The ability to tag and comment on business content.
• Business insights. SharePoint 2010 provides greatly enhanced business
intelligence (BI) options that provide:
• The information that information workers need directly to their Web
pages.
• The flexibility to develop user dashboards for personal and organizational
BI.
• Integration with existing BI assets, such as Microsoft Excel® 2010.
• Content management. Using SharePoint 2010, businesses can manage:
• Business documents and records and Web content.
• Deployment of governance strategies and requirements through policies
and workflows.
• User self-service. SharePoint 2010 enables users to develop business solutions
without the need to place additional workloads on IT staff through:
• The availability of composite development tools, such as SharePoint
Designer 2010 and Dashboard Designer 2010.
• Self-service site and My Site deployment.

These are primarily user benefits and opportunities, but SharePoint 2010 can also
provide platform and IT services advantages with better administrative tools,
information logging, and deployment security.
As a solution architect, you must be able to review the business requirements from

corporate strategy to usability and map potential solutions to requirements.
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15-8 Designing a Microsoft® SharePoint® 2010 Infrastructure
Methods for Upgrading from Office SharePoint Server 2007

Key Points
There are two supported methods to upgrade from Office SharePoint Server 2007
Service Pack 2 (SP2) or later to SharePoint 2010.
In-Place Upgrade
An in-place upgrade installs SharePoint 2010 on an existing Office SharePoint
Server 2007 implementation by installing the binaries and using the PSConfig
command to configure the installation. There are some prerequisites, such as a 64-
bit server environment and SP2, which must be available for you to be able to use
this option. This may sound the most obvious route to take, and it is
recommended for small topologies, but there are advantages and disadvantages to
this approach, as follows:
• Advantages. An in-place upgrade can maintain farm settings as long as these are
compatible with the new SharePoint 2010 options. Farm-wide settings and
customizations are preserved and upgraded, although all customizations
should be tested after the upgrade completes. This also means that URLs
remain the same without any need for IT interventions.
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Planning for Upgrading to SharePoint 2010 15-9
• Disadvantages. An in-place upgrade means that there will be server downtime
during the upgrade process. This is affected by the size of the implementation
(such as the number of servers) and the volume of data on the farm. There is
also little opportunity for rollback, because the upgrade will run until
completion or failure. The rollback scenario is to restore the original Office
SharePoint Server 2007 farm. The in-place upgrade is not granular, because it
works on a server and farm basis. You should identify all customizations,

which may require manual intervention to ensure successful upgrade. You
must also review the automatic upgrade of Shared Services Provider (SSP)
services.

You must have a thorough understanding of farm content, customizations, and
configuration before you attempt an in-place upgrade. This is necessary so that you
can estimate the effort and resources that you require to perform the upgrade, such
as additional database capacity to hold two versions of the business data. It is
therefore essential that you pilot an in-place upgrade, with real data, to ensure that
you know whether an in-place upgrade is practical. Of course, this entails more
effort and available equipment.
Database Attach Upgrade
The second option is to perform a database attach upgrade. This takes place on
separate hardware that is currently in use on the Office SharePoint Server 2007
farm. The process involves the installation and configuration of the SharePoint
2010 environment. The implementation team then attaches the Office SharePoint
Server 2007 content databases to the new farm environment, which triggers a
schema update on the SharePoint 2010 farm.
This has a greater cost in server and database hardware, because you must deploy
a new environment while the old one remains in place. However, if you are
migrating from 32-bit servers to 64-bit servers, this may not be an issue. This is
because you will have to install new server versions on the new equipment, and it
would be of no benefit to install the previous release to perform an in-place
upgrade. The advantages and disadvantages include:
• Advantages. The major benefit of this approach is the ability to maintain
business productivity, because the original implementation remains available
except during the upgrade of individual databases. For speed, you can plan to
attach multiple databases simultaneously, which may significantly reduce the
overall upgrade time. You can also reorganize your content databases,
consolidating several together to take advantage of revised software

boundaries.
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15-10 Designing a Microsoft® SharePoint® 2010 Infrastructure
• Disadvantages. This approach provides upgrades for site or SSP content
databases, but does not automatically update all customizations. This means
that you must re-create all customizations manually.

The database attach upgrade is generally preferred for business continuity and
control, because you can upgrade databases in a granular manner. You can create a
read-only version of the content database and provide user access to this to
mitigate loss of productivity. This minimizes rollback issues, although it requires
additional database resources. For implementations where you have large content
databases, this is definitely the preferred option.
Hybrid Upgrade
You can plan to use a combination of the two upgrade options. This hybrid
approach enables you to take advantage of the simplicity of an in-place upgrade
and also gives you greater control over the upgrade process itself. An example plan
may recommend the following approach:
• Detach content databases from the Office SharePoint Server 2007 farm.
• Perform an in-place upgrade on the farm, which now has no content.
• Reattach the content databases to the new SharePoint 2010 farm, which
triggers a database attach upgrade.

This provides some of the advantage and disadvantages of each upgrade path:
• You must have a 64-bit environment, but you will upgrade customizations.
• You have limited rollback options, but you will have granularity of content
upgrades.
• You will have downtime during the in-place upgrade, but you will be able to
limit downtime by providing read-only copies of content databases.

Additional Reading
For more information about hybrid upgrade options, see

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Planning for Upgrading to SharePoint 2010 15-11
Methods for Upgrading from Earlier Versions of SharePoint

Key Points
The supported scenarios are all based on Office SharePoint Server 2007 SP2
upgrades to SharePoint 2010. However, you will not always be in this situation.
You will find that user departments may have a range of versions available to them,
including:
• Windows® SharePoint Services 2.0
• Microsoft Office SharePoint Portal Server 2003
• Windows SharePoint Services 3.0
• Office SharePoint Server 2007

You may also find situations where you are asked to plan for “upgrades” from
platforms other than SharePoint technologies. This is a migration rather than an
upgrade, but it is often the case that these requests arise when you are planning to
upgrade a platform.
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15-12 Designing a Microsoft® SharePoint® 2010 Infrastructure
You should include a full backup of the farm as part of your upgrade plan,
irrespective of which version of Office SharePoint you want to upgrade. You then
require a plan that details the upgrade steps that are necessary to successfully
upgrade your deployment.
The next step for any plan is an in-place or database attach upgrade, so much of
your plan involves getting the farm to a point at which you can perform one of
these. As with any upgrade, it is essential that you perform a complete technical

and user acceptance test review of the deployment. Whenever you complete a
database update, you should create new content database backups.
Windows SharePoint Services 2.0
For Windows SharePoint Services 2.0 updates, you must first upgrade the platform
to Windows SharePoint Services 3.0. This is because there was a major redesign of
the database schema between these versions. The three options available are:
• In-place upgrade
• Gradual upgrade
• Data migration

In-Place Upgrade
The in-place upgrade is functionally the same and retains the same issues
regarding rollback. When Office SharePoint Server 2007 was launched, this
approach was recommended only for development, test, or staging environments.
If you opt for an in-place upgrade, you must have a plan for a full restore in case of
a catastrophic upgrade failure. You must also test for capacity and time resource
requirements.
Gradual Upgrade
A gradual upgrade is a granular side-by-side upgrade process that enables you to
upgrade a Windows SharePoint Services 2.0 deployment by one site collection at a
time. This is the most common form of upgrade, because you maintain control
over the entire upgrade process. A gradual upgrade also enables you to support
users through the changes. This may be a particular advantage if you have a large
number of customized, or unghosted, pages because users have modified pages that
are now held in the content database. Uncustomized, or ghosted, pages are Web
Part pages that are based on site definitions and are readily upgraded. This option
was not included in the upgrade options from Office SharePoint Server 2007 to
SharePoint 2010.