Konzepte, Best Practices und Empfehlungen für die. SharePoint Portal Server 2003 (SPS) nach. SharePoint Server 2007 (MOSS)

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1 Konzepte, Best Practices und Empfehlungen für die Migration von: SharePoint Portal Server 2003 (SPS) nach Microsoft Office SharePoint Server 2007 (MOSS) Michael Weiss, Managing Consultant SPS-Club 11 April. 2007

2 >Agenda Ist eine Migration ein Software Update? Empfohlenes Migrationsvorgehen Die Variante: Gradual-Upgrade Erfahrungen aus Migrationsprojekten Fragen & Antworten

3 >Ist eine Migration ein Software Update? > Migration ist mehr als nur eine technische h Aufgabe > für eine System gestützte Migration müssen Vorbedingungen Vorbedingungen erfüllt sein > Andere Plattform-Komponenten & Software Versionen > MOSS 2007 & WSS V3 bieten viele neue Funktionalitäten die genutzt werden sollten > Benutzer sollten geschult werden

4 >Empfohlenes Migrationsvorgehen > Definitionen und Festlegungen: > Projekt-Ablauf > Projekt-Beteiligte t t > Kommunikationsplan > Test & Abnahmeplan > Business Continuity > Analyse der «IST Situation» > Definition der «SOLL Situation» > Festlegen des «Migrationspfads»

5 > Analyse der «IST Situation» > Server Topologie > Logisches Design > Mengengerüst > Backup / Restore > User Management > Customisierungsgrad und Arten? > Client-Anwendungen

6 >Hilfsmittel für die IST-Analyse > Analyse Tool - Prescan.exe: > generiert Log-Files und listet eventuelle Probleme > Allgemeine Tools: > SharePoint Explorer 2003 (Ontolica) > Sharepoint Configuration Analyzer (MS) > Ghost Hunter WebPart (Bluedoglimited) > WSS Sites & Templates Upgrade Toolkit (MS)

7 > Definition der «SOLL Situation» > Server Topologie > Logisches Design > Backup / Restore > User Management > Customisierungsgrad g und Arten? > Client-Anwendungen > Welche neuen MOSS 2007 Funktionalitäten sollen verwendet werden?

8 > Festlegen des «Migrationspfads» > 3 mögliche Methoden > Jede Methode hat Vor- und Nachteile > Entscheidung auf Grund der IST/SOLL Situation > Backup / Restore Strategie ist zentral

9 > Die 3 Migrations-Methoden (MS Sprachgebrauch Upgrade) > In-place Upgrade > Upgrades the content and configuration data in- place, at one time > Gradual Upgrade > Installs the new version side-by-side with the previous version. The server administrator determines which site collections to upgrade and when to upgrade them > Database Migration > Install the new version on a separate farm or separate hardware and manually migrate the databases into the new environment.

10 >In-place Upgrade PRO CONS BEST FOR Easiest approach. Sites retain original URLs. Updates existing databases and servers using existing hardware. Environment is offline while it runs. No ability to revert to original site. No granularity Single server or small server farm.

11 >Gradual Upgrade PRO CONS BEST FOR Allows for a more More complex and Medium or large granular approach - you can upgrade at the site collection resource intensive. Must redirect URLs during upgrade server farms (without shared services) with many sites and you level. Reduces time any single user is process Requires extra storage in SQL must limit downtime. Good for when you have a lot of impacted. Server. customizations. Sites retain original URLs. Can revert to original site. Uses existing hardware.

12 >Database Migration PRO CONS BEST FOR Allows moving to new farm or new hardware. SharePoint Portal Server 2003 environment is available and is untouched by upgrade. Very complex process Moving to new that requires many hardware or a new manual steps and a architecture. higher risk of error. Customers who need Search scopes must to maximize upgrade be recreated and throughput. search settings must be reapplied. Requires new server farm, and twice the amount of SQL Server storage space. No granularity

13 > Empfehlungen von 1eEurope > Gründliche Evaluation von MOSS 2007 > Bestehende und neue Rollen müssen fit sein für MOSS 2007 > Benutzer sollten mindestens informiert und eingewiesen sein > Temporäre Migrationsumgebung einsetzen > Produktionsumgebung sollte reines MOSS- System sein > Datenübernahme mit Backup / Restore

14 >Beispiel einer Topologie

15 > Die Variante Gradual Upgrade > Installation ti > Konfiguration > Migrationsprozess > Vorher / Nachher

16 >Pre-Upgrade Process >Pre-Upgrade Process Running PreScan Utility

17 >Upgrade Process pg Installation of Binaries Step 2

18 >Upgrade Process >Upgrade Process Installation of Binaries Step 3

19 >Upgrade Process >Upgrade Process Configure Upgrade Farm Step 2

20 >Upgrade Process >Upgrade Process Configure Upgrade Farm Step 3

21 >Upgrade Process >Upgrade Process Configure Upgrade Farm Step 4

22 >Upgrade Process >Upgrade Process Configure Upgrade Farm Step 5

23 >Upgrade Process >Upgrade Process Configure Upgrade Farm Step 7

24 >Upgrade Process >Upgrade Process Begin Web Application Upgrade Step 1

25 >Upgrade Process >Upgrade Process Begin Web Application Upgrade Step 3

26 >Upgrade Process >Upgrade Process Site Collection Upgrade Page

27 >Upgrade Process >Upgrade Process Select Site Collections to Upgrade

28 >Upgrade Process >Upgrade Process Review Upgrade Information

29 >Upgrade Process >Upgrade Process Beginning Upgrade Sequence

30 >Upgrade Process >Upgrade Process During Upgrade Sequence

31 >Upgrade Process >Upgrade Process Successful Upgrade Sequence

32 > Vorher / Nachher

33 >Effect Of Upgrades >Effect Of Upgrades Low Customization Portal Original

34 >Effect Of Upgrades >Effect Of Upgrades Low Customization Portal Upgraded

35 >Effect Of Upgrades >Effect Of Upgrades Flattening of Portal Areas

36 >Effect Of Upgrades >Effect Of Upgrades Themed Site Original

37 >Effect Of Upgrades >Effect Of Upgrades Themed Site Upgraded

38 >Effect Of Upgrades >Effect Of Upgrades Basic Web Part Pages Original

39 >Effect Of Upgrades >Effect Of Upgrades Basic Web Part Pages Upgraded

40 >Effect Of Upgrades >Effect Of Upgrades Custom Web Part Pages Original

41 >Effect Of Upgrades >Effect Of Upgrades Custom Web Part Pages Upgraded 1

42 >Effect Of Upgrades >Effect Of Upgrades Customized Site Original

43 >Effect Of Upgrades >Effect Of Upgrades Customized Site Upgraded

44 >Effect Of Upgrades >Effect Of Upgrades Customized Site Re-Ghosted

45 >Erfahrungen aus Migrationsprojekten (1) > Migration von WSS-Sites Sites ist einfacher als SPS-Areas > WSS V3 ist neue Version von WSS V2 > MOSS 2007 ist Nachfolger von SPS 2003 > Pages & Publishing Infrastruktur ist komplett neu > Links und Content by Querys Webparts statt Listings Webparts > Bei Upgrades werden eigene SPS Rollen / Gruppen mit kryptischen Namen generiert > Site Directory Konzept hat sich geändert > Visuelle Anpassungen gehen verloren(css)

46 >Erfahrungen aus Migrationsprojekten (2) > MOSS 2007 kann keine Kontakte Kontakte aus Outlook 2003 Adressbüchern importieren > Office 2003 WebParts und Custom WebParts werden nicht migriert > MOSS 2007 Language Packs sind erst jetzt verfügbar ( WSS v3 Language Packs) > SPS 2003 MySites werden nicht zu neuen MOSS 2007 MySites migriert > Kein Erstellen von MS Visio Dokumenten aus MOSS 2007 Dokumentbibliotheken > und ein paar mehr ;-)

47 >Ich freue mich auf Ihre Fragen