MOSS 2007 Migration : 20/02/2008 Page 1 MOSS Upgrade MOSS 2007 Migration Terry Yarnall
Manager, Desktop Solutions, Global Infrastructure BETT
Agenda : 20/02/2008 Page 2 MOSS Upgrade Agenda
Unisys – Company Profile : Unisys – Company Profile 20/02/2008 MOSS Upgrade Page 3 Headquarters: Blue Bell, PA
Employees: ~30,000
Partners: Cisco, Dell, EMC, IBM, Intel, Microsoft, NEC, Oracle and SAP
We combine expertise in
Consulting
Systems integration
Outsourcing
Infrastructure
Server technology
We serve five primary vertical markets worldwide
Financial services
Public Sector
Communications
Transportation
Commercial
SharePoint History : SharePoint History 20/02/2008 MOSS Upgrade Page 4
SharePoint History : SharePoint History 20/02/2008 MOSS Upgrade Page 5 2001: Evaluated SharePoint v1 and SharePoint Team Services
No integration between the two products
SPSv1 was not scalable
SPSv1 used the web storage system (EDB)
2002: Beta evaluation of Office 2003 including SharePoint v2 and WSS
2003: Developed production architecture and Knowledge Network design
2004: Went live on SharePoint 2003 in January
2006: Office 2007 TAP program. MOSS Project kickoff
2007: Early Search implementation. Gradual migration underway
SharePoint 2003 : SharePoint 2003 20/02/2008 MOSS Upgrade Page 6 Centrally Managed Environment
14 portals
Parent portal with Shared Services enabled (Unet)
One large general purpose portal with communities (Knet)
Business Unit portals
Design goal: minimize the number of managed portals
~9,500 MySites
1.2 TB of data
Architecture : Architecture Web Front-Ends
4x Dual Core HT 2.8Ghz processors 16GB Memory Windows Server 2003 Enterprise, SP1 Load balanced through a Cisco Content Switch Indexing Servers
V2 – 4x 2Ghz processors 3.5 GB Memory
used for Excel Services after migration V3 – 4x Dual Core HT 2.8Ghz, 16GB memory Windows Server 2003 Enterprise, SP1
Database Back-End
SQL 2005 Cluster (Active/Active) 16-Way 1.5Ghz , 16GB Memory each node
Windows 2003 DCE, SP1
Clariion SAN Storage 20/02/2008 Page 7 MOSS Upgrade
Slide8 : Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Enterprise scalability,
contextual relevance, rich
people and business data search Rich and Web forms based front-ends, LOB actions, pluggable SSO Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Integrated document management, records management, and Web content management with policies and workflow Business Forms Search Content
Management Platform
Services Workspaces, Mgmt,
Security, Storage,
Topology, Site Model
SharePoint Feature Areas 20/02/2008 Page 8 MOSS Upgrade
Migration Strategy : Migration Strategy 20/02/2008 MOSS Upgrade Page 9
Scope of Migration Project : Scope of Migration Project 20/02/2008 Page 10 MOSS Upgrade
Project Approach : Project Approach Establish baseline familiarity with the product – IT Lab
Determine, recommend, and build architecture
Use QA as primary proving ground for Production
Implement and deploy 2007 search early to replace SPS 2003 search
Test and hone “gradual upgrade” process through repeated trials
Migrate portals to MOSS using gradual upgrade process, running 2003 and 2007 in parallel
Decommission 2003
Migrate Extranet environment
20/02/2008 MOSS Upgrade Page 11
Key Challenges : Key Challenges Early search deployment
Use redirected MOSS 2007 search in SPS 2003
Effective and efficient migration processes
SPS broken links; unghosted pages; minimize redesign
Many customized Areas and Sites
Minimize portal/site collection unavailability
User education
20/02/2008 Page 12 MOSS Upgrade
Key Challenges : Key Challenges Mapping customizations is very time consuming
Early on there was a lack of good documentation – getting better!
Availability of knowledgeable resources at MS to answer questions
Also getting better!!
Requires a lot of testing and practice runs
20/02/2008 Page 13 MOSS Upgrade
Slide14 : 20/02/2008 MOSS Upgrade Page 14
Work Streams : Work Streams 20/02/2008 MOSS Upgrade Page 15
Slide16 : 20/02/2008 Page 16 MOSS Upgrade
Initial Pre-scan Results : Initial Pre-scan Results 20/02/2008 Page 17 MOSS Upgrade Prescan takes 2.5 hours to run
Early Search Implementation : Early Search Implementation 20/02/2008 MOSS Upgrade Page 18
Slide19 : New Search Options
Web – MOSS
Desktop - Windows Desktop Search Vista & XP
Intranet Search – MOSS
Internet point of presence search - MOSS Search in the Enterprise Solutions 20/02/2008 Page 19 MOSS Upgrade
Why implement Search early? : Why implement Search early? 20/02/2008 MOSS Upgrade Page 20
Slide21 : Key new features make the crawls faster (fresher content)
Continuous propagation
Crawl log viewer
Item level details – view by host name, content source, dates, and messages
Ability to pre-test crawl rules
Change log crawl / Security-only crawl
Ability to remove single item from index
Maximum scale is 10’s of Millions of documents per indexer New Features For Managing Crawls 20/02/2008 Page 21 MOSS Upgrade
Things to consider : Things to consider 20/02/2008 MOSS Upgrade Page 22
Slide23 : Search as a Shared Service 20/02/2008 Page 23 MOSS Upgrade
Slide24 : Content Sources 20/02/2008 Page 24 MOSS Upgrade
Slide25 : Relevancy Improvements 20/02/2008 Page 25 MOSS Upgrade
Slide26 : Know your environment
Use dedicated web front ends for crawling large farms/sites
Define Crawler Impact Rules to avoid site overload
Schedule for off-hours crawling where appropriate
Consider using single content access account per region
SharePoint 2007 requires full read permissions
Non-Farm admin account otherwise the crawl may include not published documents
Pause indexes if you need to temporarily halt crawling – stopping an index starts a full update
Configuration Best Practices 20/02/2008 Page 26 MOSS Upgrade
Slide27 : Query Reporting 20/02/2008 Page 27 MOSS Upgrade
Thesaurus : Thesaurus 20/02/2008 MOSS Upgrade Page 28
Preparing for Migration : Preparing for Migration 20/02/2008 MOSS Upgrade Page 29
Clean-up Campaign : Clean-up Campaign 20/02/2008 MOSS Upgrade Page 30 Before each portal is migrated
Remove old sites
Verify site owner
Remove users no longer with the company
Clean-up document libraries
If versioning is enabled, limit the number of Saved versions
Remove web parts that are hidden and not being used
Review subsites - remove any that are not being used
Clean-up old alerts. Alerts are not migrated; however, v2 indexer still generates alerts. Can use Outlook 2007 to manage alerts
Selecting a Migration Option : Selecting a Migration Option 20/02/2008 MOSS Upgrade Page 31
In-Place Migration : In-Place Migration 20/02/2008 MOSS Upgrade Page 32
New SSP is created. Parent becomes the SSP
MySite collection is created under the parent
Converts existing databases
The new SSP becomes the default and is set as the parent
In-Place Migration : In-Place Migration 20/02/2008 MOSS Upgrade Page 33
Uses the existing IIS sites Converts SPS 2003 databases
Gradual Upgrade : Gradual Upgrade 20/02/2008 MOSS Upgrade Page 34
New SSP is created. Parent becomes the SSP
MySite collection is created under the parent
Creates two new Side-by-Side databases
The new SSP becomes the default and is set as the parent
Gradual Upgrade : Gradual Upgrade 20/02/2008 MOSS Upgrade Page 35
Only one SSP is required
Need to remove SSP1
Remove MySite and SSP1 sites
_Pair site and database are for MOSS
What happens when you upgrade : What happens when you upgrade 20/02/2008 MOSS Upgrade Page 36
When you select “Begin upgrade” a new MOSS site and database are created with a _Pair extension
After selecting “Continue Upgrade” you must select the site collections to migrate. You can also select whether to “reset the template pages” during the upgrade to remove customizations.
Content in MOSS uses the original URL. Requests for content that has not been migrated is redirected to the SPS 2003 portal automatically
After the upgrade you also have the option to Revert back to the original content.
What happens when you upgrade : What happens when you upgrade 20/02/2008 MOSS Upgrade Page 37
Problems Encountered : Problems Encountered 20/02/2008 MOSS Upgrade Page 38
Configuration Considerations : Configuration Considerations 20/02/2008 MOSS Upgrade Page 39
Windows SharePoint Services Search : Windows SharePoint Services Search 20/02/2008 MOSS Upgrade Page 40
Same service
Only need one per farm
Searches MOSS help files
Problems you may encounter : Problems you may encounter 20/02/2008 MOSS Upgrade Page 41
Problems you may encounter : Problems you may encounter 20/02/2008 MOSS Upgrade Page 42
Problems you may encounter : Problems you may encounter 20/02/2008 MOSS Upgrade Page 43
Creating a new MySite Collection : Creating a new MySite Collection 20/02/2008 MOSS Upgrade Page 44
Select the My Site Host template
Problem: it has to be at the root so the Mysite references in SPS 2003 work properly
Gradual Upgrade – MySite Problems : Gradual Upgrade – MySite Problems 20/02/2008 MOSS Upgrade Page 45 Workaround Plan since the SSP was not created
Use the existing SSP
Create a MySite collection in the parent web app
Remove the existing MySites web app
Import the AD profiles
Migrate the personal sites
Creating a new MySite Collection : Creating a new MySite Collection 20/02/2008 MOSS Upgrade Page 46
Profile Import in SSP : Profile Import in SSP 20/02/2008 MOSS Upgrade Page 47
Problems you may encounter : Problems you may encounter 20/02/2008 MOSS Upgrade Page 48
Office Web Components : Office Web Components 20/02/2008 MOSS Upgrade Page 49
Other Problems : Other Problems 20/02/2008 MOSS Upgrade Page 50
Final Thoughts : Final Thoughts 20/02/2008 MOSS Upgrade Page 51
Finalize Upgrade : Finalize Upgrade 20/02/2008 MOSS Upgrade Page 52 Very dangerous command
For a long migration you may want to consider renaming or replacing FinalizeUpgrade.aspx
Path => C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\ADMIN
SharePoint Licensing – Standard CAL : SharePoint Licensing – Standard CAL 20/02/2008 MOSS Upgrade Page 53
SharePoint 2003 is equivalent to MOSS Standard
SharePoint Licensing – Enterprise CAL : SharePoint Licensing – Enterprise CAL 20/02/2008 MOSS Upgrade Page 54
To get Enterprise features you must purchase Enterprise CAL’s
Released Hotfixes May 17 – May 21 : Released Hotfixes May 17 – May 21 20/02/2008 MOSS Upgrade Page 55
Released Hotfixes May 17 – May 21 : Released Hotfixes May 17 – May 21 20/02/2008 MOSS Upgrade Page 56
Q&A : 20/02/2008 Page 57 MOSS Upgrade Q&A