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SharePoint 2010 Upgrade Deep Dive – TechED 2010 Session notes and final of my SharePoint 2010 upgrade series.

Wow! TechEd is over and demo gods were kind and I actually was able to run two complete demos of In-Place upgrade and a Database attach upgrade on stage! As promised to all those who were at my session here are the links and the session slides from “OFS308 SharePoint Upgrade Deep Dive”.

Download the session slides for OFS 308

Resources for upgrading.

 

Planning your SharePoint 2010 Deployment

Thanks to everyone for coming to the session!

SharePoint 2010 and SQL Server Databases – what are they, why are they there?

Some eons ago.. I wrote a blog post about the same topic on SharePoint 2007 which still gets a fair few hits and one of the comments on that post recently was asking about SharePoint 2010 databases and why there was so many of them. And incidentally  I was preparing for a talk  on the same topic at the Wellington SQL Server user group so that comment couldn’t have come at a better time.

If you are just starting out with learning SharePoint the chances are you will not need to know about SharePoint 2007. So I am going to *try* and not mention anything about 2007 but keep this post only on the topic of SharePoint 2010 and why SP2010 has so many databases.

The new and improved architecture of SharePoint 2010 uses a concept called Service Applications. If you are struggling to understand this fundamental concept in SharePoint I suggest you read this article from Spencer Harbar on this topic > In a nutshell : SharePoint 2010 Service Applications. TechNet also has guidance on planning Service applications.

Well how does this affect SQL? It affects SQL in a big way since most of the Service applications require 1 or sometimes more databases for their functional aspects. But before I go into more detail I want to highlight something that needs to be addressed right at your planning stage around this. When I say this I am referring to Production SharePoint 2010 deployments.

Wizardry and Trickery

Basically if you’ve come from SP2007 background (assuming you’ve actually installed the product end to end) you’d know that you used PSCONFIG and STSADM and or PowerShell to do some of the installation and configuration. Which was fundamental to making sure that you can plan and create your SQL databases you required for SharePoint prior to installing and running the configuration scripts. And you definitely did NOT want to use the “Configuration Wizard” option even then for a production configuration.

In SP2010 you must do the same and it’s far more important that you follow the rule of ignoring anything that says “Wizard”. The first “Wizard” you encounter is just after you install the SharePoint binaries.

4e.InstallUncheckRunWizard

See the little checkbox that isn’t checked? Yup that’s how it should stay and you close this window at this stage and turn to PowerShell for the rest of the configuration.

Now even if you did miss this the second one is an absolute NO NO in my books for a production farm configuration. Well the first one (above) is too. But let me show you why the below screen or the “Farm Configuration Wizard” is bad for a production deployment.

1.WizardBad

Now if you are actually going to click on that “Start the Wizard” in a Production server.. well seriously you should not because this is the net effect it will have on SQL.

2.SQLBad

See what I mean? No naming conventions whatsoever and this all becomes a mess in a Wizard kind of way. So what’s the right way to do this?

You’ve got a few options and they all use PowerShell. If you are going to be looking after and maintaining a SharePoint 2010 deployment then PowerShell is your ally, friend, swiss army knife or whatever else you want it to be. So the basic steps for a core (base) configuration of installing SharePoint in a production capacity are:

Correct user accounts (You basically need 2 to start with just for the core install). Note when I say core I mean just getting your CA web site with NO Service Applications configured. Each Service Application needs to be carefully thought out and planned and they will need separate service accounts to be created in Active Directory. In this example I am only showing the base!

Account Name

Permissions and Usage

Domain\svc_SPSetup
(Setup Account)

Requires being a domain account.

Local administrator on each server where SharePoint needs to be installed.

In SQL server this account needs to have dbcreator, securityadmin, public roles.

Domain\svc_SPFarmService
(Farm Service or DB Access Account)

Requires being a domain account. Used for the CA web application pool. All permission assignments are done via the configuration.

The Setup account – this is the account you run setup with. This account needs to have administrative privileges on the server you are running setup on. On SQL this account needs to have the following SQL roles. Then the Farm Service Account which is used as the CA web application account and also accesses the CA config and content databases.

You can also create the two databases in SQL. The collation setting is Latin1_General_CI_AS_KS_WS if you are creating the DB manually in SQL first.

Database name

Usage

SP10_ConfigDB (Configuration Database)

Configuration database (Only 1 per farm deployment)

SP10_Admin_CotentDB (Central Admin Content DB)

Central administration content database (Only 1 per deployment)

Then run the following commands by navigating to the SharePoint 2010 PowerShell Management Shell via the Programs > Microsoft SharePoint 2010 Products and run as Administrator.

New-SPConfigurationDatabase -DatabaseName "SP10_ConfigDB" -DatabaseServer "SPSQL.trainsbydave.com" -AdministrationContentDatabaseName "SP10_Admin_ContentDB" -Passphrase (ConvertTo-SecureString "pass@word1" -AsPlaintext -Force) -FarmCredentials (Get-Credential)

The command will prompt you for the Farm credentials which is the domain\svc_SPFarmService account from above.

2.PowerShellConfigDB

Once that is done close and re run the PowerShell window then run each of the following commands.

  1. Install-SPHelpCollection -All
  2. Initialize-SPResourceSecurity
  3. Install-SPService
  4. Install-SPFeature –AllExistingFeatures
  5. Install-SPApplicationContent

Note: Before running the next command ensure that the farm CA will only run as NTLM if the farm requires Kerberos then you will need to follow steps to setup the SPN's and use the value "Kerberos" for –WindowsAuthProvider or configure this later.

The following cmdlets in this document outlines steps for NTLM authentication.

New-SPCentralAdministration -Port 6038 -WindowsAuthProvider "NTLM"

This command will provision the CA web site on the server. In this example the URL for accessing CA will be in the format : http://[servername]:portnumber

Now this is just the beginning and I am not going to show you how to do this from start to finish but rather look at the SQL Databases that you will need for SharePoint 2010 and what you need to plan with regards to these. If you want to know all the required PowerShell cmdlets there are many resources available on TechNet and Gary Lapointe has some great templates to build/extend your own.

What are the Databases?

So the databases you *may* need are as follows based on Service Applications.

  • Search (3)
  • User Profile (3)
  • Managed Metadata*
  • Content Type Hub* (*In order for MMS to work you need a CT Hub web application where you will create and publish your enterprise content types and managed term sets)
  • Secure Store
  • State Service (2*) aspnet_sessiondb > Read this post from Todd Carter on this > http://todd-carter.com/post/2010/04/30/A-Session-State-By-Any-Other-Name.aspx
  • Business Data Connectivity
  • Web Analytics (2)
  • Performance Point
  • Usage and Health data collection
  • Word Automation
  • And the Content Databases as per each web applications you create as required in your deployment

So all in all you are looking at over 20 databases for a single SharePoint deployment, which you need to plan accordingly.

Some of the must read resources around this are available on TechNet and you will need to have a look at these based on what your deployment is.

So as you can see with these added features there is quite a bit to plan before you start running Wizards in order to get stuff working properly. I’ll post some more details as time permits based on some real world capacity planning in the coming weeks.

SharePoint Foundation 2010 Learning Resources

A few people have asked me via email about where they should go to learn about SharePoint Foundation 2010 (SharePoint Foundation was formerly Windows SharePoint Services aka WSS). All of the links that are out there directly focus on the full SharePoint 2010 suite and rarely have I seen any SharePoint Foundation 2010 only resources. SharePoint Foundation 2010 as it’s name obviously suggests is the core technology for all of the SharePoint stack. Sure it may not have all the whizzy bang that comes with the ueber versions but implemented well it can be equally useful for your organisation.

If you are on a tight budget this is your best option to try out if this kind of technology can be implemented in your organisation. Remember you still need to plan accordingly based on your scenarios you want to use the technology for your business. SharePoint Foundation 2010 (SPF2010) offers so much above its previous version WSS.

One of the “cool” new features for enterprises is that SPF2010 comes with Business Connectivity Services enabled. What the heck does that mean?

Basically it enables you to connect to external data and expose that data through a declarative model – Databases, WCF and Web Service .Net framework assemblies and a pluggable connectors when you want to connect to custom data sources.

  • External Data Columns – is a New name in SPF2010. What this means to you is that you bring data from a Line of Business system (Contact/Customer Name from a Contacts/CRM database) into an existing SharePoint List

  • External Lists – The data is available as an External List though which users can Read / Edit / Delete without realizing the fact that they are manipulating data that’s residing from a external system

Read about SharePoint Foundation 2010 Business Connectivity Services here from MSDN.

Remember though that this is limited (yet powerful enough) and you should always look at your specific scenarios before going for a full fledged BCS implementation. smile_regular

Depending on your focus and role there are a number of resources available.

IT Professionals and Systems Administrators - http://technet.microsoft.com/en-us/sharepoint/ee263910.aspx#tab=1 – Contains detailed information starting from planning to deployment and post deployment guidance. For roadmap of new content bookmark : http://technet.microsoft.com/en-us/library/ff627857.aspx

Developers SDK > http://msdn.microsoft.com/en-us/library/ee539826.aspx (Contains what’s new type of material)

End User Productivity – Learn about the new interface changes and new features in SharePoint Foundation 2010 here - http://office2010.microsoft.com/en-us/sharepoint-foundation-help/sharepoint-foundation-help-and-how-to-FX101834461.aspx

SharePoint Foundation 2010 Learning Videos - http://office2010.microsoft.com/en-us/sharepoint-foundation-help/redir/CL100315292.aspx

Upgrading from WSS to SPF2010 - http://technet.microsoft.com/en-us/sharepoint/ee517215.aspx

Remember that you can easily upgrade to SharePoint Server 2010 from SPF2010.

Microsoft has put out this great guide for comparison of editions of the SharePoint 2010 products here. Pretty handy as it shows the differences of “Foundation” > “Standard” and “Enterprise”

http://sharepoint.microsoft.com/en-us/buy/Pages/Editions-Comparison.aspx

For Features comparison and quick overview > http://sharepoint.microsoft.com/en-us/product/Pages/Features.aspx

And most importantly here is where you can Download SharePoint Foundation 2010 > http://go.microsoft.com/fwlink/?LinkId=188952

PRA and eDiscovery in SharePoint 2010

Via the SharePoint ECM Team.

Continuing from my post series about Records Management in SharePoint the following information outlines how SharePoint 2010 provides enhanced eDiscovery.

How SharePoint Server 2010 supports eDiscovery

There are two parts to eDiscovery in SharePoint Server: finding relevant documents, and restricting what users can do with the documents once they have been identified.

A hold is a set of documents that might be produced as part of an eDiscovery request. Within SharePoint Server, you enable or disable the Hold and eDiscovery feature at the level of an individual site. This feature is enabled by default in a Records Center site, and is disabled by default in all other types of sites. The Hold and eDiscovery feature enables you to create and manage holds, to add items to a hold, and to use search to discover content and copy the content to another location, or lock the content down in place so that it cannot be modified or deleted.

 

Read more about eDiscovery on “Planning for eDiscovery (SharePoint Server 2010)

eDiscovery in SharePoint Server 2010 – Blog Post from the SharePoint ECM team

PRA Compliance and Records Management in SharePoint 2010

Continuing on from my last post here are some more details about In-Place Records management in SharePoint 2010.

Using a Records archive vs in place records management in SharePoint 2010

In Microsoft SharePoint Server 2010 you can manage records in an archive, or you can manage records in the same document repository as active documents. With the Microsoft SharePoint Server 2010 in-place approach, when you declare that a document has become a record, the record remains in place, but Microsoft SharePoint Server 2010 now manages it as a record. For example, a document might get a different retention policy when it is declared to be a record, or users might not be able to edit it.

Designing for in-place records management with SharePoint 2010

In Microsoft SharePoint Server 2010 you can manage records in an archive, or you can use in-place records management, managing records in the same document repository as active documents. Using in-place records management, when you declare that a document is a record, it remains in the same location, but SharePoint Server 2010 now manages it as a record.

Also worth reading is the post from the SharePoint ECM team introducing Document Management in SharePoint 2010

SharePoint 2010 Beta Demo Virtual Machine – Available Now

Microsoft has released a demo virtual machine consisting of Office 2010 and SharePoint 2010 Beta. The download titled “2010 Information Worker Demonstration Virtual Machine (Beta)” is a 2 part Hyper-V based virtual machines. Note that you will need to allocate at least 6GB to the primary SP2010 VM to be able to demo and work on this. The optimal recommendations are listed on the download page. http://tinyurl.com/IWSP2010

System Requirements:

Windows Server 2008 R2; Windows Server 2008 R2 Enterprise; Windows Server 2008 R2 Standard
In order to run this demo you will need the following: - Windows Server 2008 R2 with the Hyper-V role enabled. - Drive Formatting: NTFS - Processor: Intel VT or AMD-V capable - RAM: 8 GB or more recommended - Hard disk space required for install: 50 GB.

For my demo setup I use a HP 8530W EliteBook Pro Workstation with 8GB RAM, QuadCore Extreme processor, 7200RPM 320GB main HDD and a external eSATA attached Drive for VM’s. For best performance try and get an SSD drive.

Online Resources for SharePoint 2010

With the momentum growing for the next release of SharePoint there are quite a large number of pre-release (Beta) resources available now to get a head start for SharePoint 2010. Here are some of these that you can use to get started.

SharePoint-2010-versions-large

Understanding the various versions of SharePoint 2010. – Networked world has this article titled “SharePoint 2010: A guide to the many versions - Network World” about the various options of this release. A good read if you want to determine what it is that you’d need to plan for.

Operating System Requirements for SharePoint 2010 – For planning and guidance for ensuring that you are making the right choice in your hardware purchases today for SharePoint 2010. (In a nutshell SP2010 can run only in x64 capable architecture). More details are available on TechNet which will also be updated once production status of SP2010 is achieved.

Getting started with SharePoint 2010 Development – The place for developers to get started with SharePoint development. The good news is that developers can now run a development version of SharePoint directly on Windows 7. This opens up a whole new set of capabilities for developers to increase productivity in SharePoint development. Also a good resource to check out is "SharePoint 2010: Professional Developer Evaluation Guide and Walkthroughs

What’s new and updated SharePoint 2010 Planning and Evaluation resources for IT Professionals are also being updated regularly on TechNet. All in all there are lots of resources to get started.

 

SharePoint 2010 Beta Available now for download

SharePoint 2010 Beta is now available for download.

The pre-release (BETA) version is for evaluation purposes only.  Upgrade from the BETA version to the final release version of SharePoint 2010 is NOT supported by Microsoft.

You can view the pre-requisites for installing SharePoint Products on TechNet. The most important one is that you will need Windows Server 2008 or Windows Server 2008 R2 (x64) 64bit for SharePoint to be deployed with a min of 8GB of memory to test and evaluate the Beta. Read hardware and software requirement article on TechNet

Developers can install SharePoint for development purposes on Windows 7.

Below is a list of links to obtaining the downloads

SharePoint Foundation 2010 Beta (Formerly Windows SharePoint Services)
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=906c9f5a-6505-4eba-bf24-95e423ac1703

Microsoft SharePoint Server Enterprise 2010 Beta
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=77c30c6c-47fc-416d-88e7-8122534b3f37

Microsoft SharePoint 2010 Products (Beta) Management Pack
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=c8a9d749-b7a8-412a-b2db-f3e464ed3fcf

Microsoft SharePoint Foundation 2010 (Beta) Management Pack
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=43d5ee9a-b9a6-441d-a35e-8a7b9b15e20c

Microsoft Office Web Apps (Beta)
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=27d81b1c-18ae-4983-8e1c-224bb747eb99

Microsoft FAST Search Server 2010 for SharePoint Beta
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=bcc37c48-11fb-40a2-8cfb-743de20260f6

Microsoft FAST Search Server 2010 for SharePoint Internet Sites Beta
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=aa37e8b0-c4d6-4452-a476-b81ee0bfbda5

Microsoft SharePoint Server for Internet Sites Enterprise 2010 Beta
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=580fc452-4948-44ab-9995-a0599271ad48

Microsoft SharePoint Designer 2010 Beta (64-bit)
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=eeda9ab1-ac53-4870-9e1c-38940343d677

Microsoft SharePoint Designer 2010 Beta (32-bit)
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=82df15bd-16a5-460e-a7c4-22599c669bb1

Forefront Protection 2010 for SharePoint Beta 2

Related FAST Documents for review and download: 

FAST Search Server Cmdlets Overview (Beta)

FAST Search Server deployment and configuration (Beta)

Known Issues – FAST Search Server 2010 for SharePoint (Beta)

Planning and Architecture for FAST Search Server 2010 for SharePoint (Beta)

FAST Search Server for SharePoint PowerShell Cmdlet Help (Beta)

Monitoring for FAST Search Server

 

Planning Guidelines

SharePoint Server 2010 Beta - http://technet.microsoft.com/en-us/library/cc303422(office.14).aspx

SharePoint Foundation 2010 Beta - http://technet.microsoft.com/en-us/library/cc288070(office.14).aspx