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SharePoint 2010 Site Definition Upgrade Discussion with Microsoft’s Sean Livingston

In a recent discussion over email, Alexander Kirillov, Sean Livingston and myself had a great discussion about SharePoint 2010 Site Definition Upgrade Strategies and trying to understand the nuts and bolts. I was impressed with the dialogue and wanted to share what I could.  Note: I’m sharing this with Sean’s permission.

It’s great to see this unbiased discussion.  I had good debate with Eric Shupps back in the day when I posted “Just say No to site definitions” I later softened the post with Do you really need to use custom site definitions? without really hanging the content on use of Site Definitions with SharePoint 2007.   That debate sparked other debates.  I concluded the debate trying to capture the bulk of that really great discussion that helped developers understand the complexity of how it can make the job of the administrator difficult and challenging in a post titled Custom site definition battle common ground and many of us were totally freaked us about about what could happen at upgrade time.  Sean Livingston has done a good job making upgrade not as painful as it once was and this discussion reveals some of that.  Minimizing the use of site definitions and minimizing complexity of those you do decide to use has been a best practice we’ve all come to adopt.

I do think this discussion captures a good overview of what we’ll face with Site Definition upgrade in SharePoint 2010.

The Players:

Sean Livingston is the SharePoint Foundation PM at Microsoft who owns the upgrade feature for the SharePoint product team from the engineering/PM focus.  Actually he’s the go to guy for upgrade across the entire SharePoint stack, but happens to work in the WSS team.  He’s definitely the brains behind the Do No Harm mantra and gives us the features that give us the flexibility of upgrading the binaries with minimally affecting the visuals (with few exceptions).  Sean and I worked together at MS IT for a while, so we’ve had some history… as well I helped him popularize his famous sunflower doc on planning supportability of SharePoint customizations back when I was in the SharePoint product team and he was in MS IT.  He’s a great guy.  If you have access to the SPC09 content, I highly recommend his 2 sessions on SharePoint 2010 Upgrade.

Alexander Kirillov is the Quest Migration Manager PM.  He owns the features for the recently announced Tech Preview of the Quest Migration Manager for SharePoint 2010 tool that supports upgrading from SharePoint 2003 to SharePoint 2010 as well as SharePoint 2007 to SharePoint 2010 as well as can be used to refactor sites, databases, etc… within 2010 to 2010 once you’ve migrated or upgraded.  A couple of the key features are the ability to do a post upgrade migration sync and a pre-migration assessment providing an assessment on duration of the process helping you better plan your upgrade/migration.

Alex asks Joel:

I’m not very clear on how custom v3 site definition are supposed to be upgraded to v4? So I figure you might educate me here.

As far as I understand it still involves an upgrade definition file. Is it basically the same process as with v2 -> v3 upgrades?

Are not v3 site definitions compatible with SharePoint 2010? Compared to v2, site definitions in v3 are very lightweight, essentially only referencing features.

My understanding is v4 is pretty much the same in this respect. So why the need for the mapping?

Excuse my ignorance please, I haven’t done too much research on upgrading customizations and documentation is scarce.

 

Joel responds and loops in Sean:

Don't think you need the mapping for most custom site defs v3 to v4, but Sean may have more detail

Sean:

That is correct, most custom site definitions from v3 should continue to work unmodified while in v3 UI mode of Visual Upgrade. However depending on what is in that site definition, a person may still want to do more featurization or other definition refactoring, which is where the upgrade definition file comes in handy. As always, test the existing definition against an upgraded server in both UI modes, and consider the fact that if it is delivered by solution package that it will end up in the WSE/14/Templates vs. WSE/12/Templates directory (which shouldn’t likely be an issue as we now do 14 fall back to 12, fall back to 60 directory lookup logic for ghosted files, but is worth reviewing anyways).

That help?

Site Definition and Upgrade Drill Down

Alex and Sean:

Thanks Sean, that does help! A couple more questions if you don’t mind.

Alex 1. Q) Do I need upgrade definition files for sites based on custom site defs to be upgraded? Will the upgrade process skip sites if no corresponding UDF is found?

Sean 1 A. No. No, it will still upgrade them, but it will not have any special actions to perform related to the site definition specifically, so it will be mainly regular object upgrade and feature upgrade.

2) When the existing custom site def is transferred to SharePoint 2010 (wsp/msi/xcopy), will new sites based on it be v3 or v4 UI? Can the UI mode be switched for them?

2. Depends on the master page you have. If it was a 2007 site def, even installed on 2010, it will not be fully 2010 UI compliant unless the masterpage is adjusted. (emphasis added by Joel)

3) Is site def upgrade required for v4 UI?

3. No, in fact a v3 site definition installed on a 2010 farm will actually attempt to configure as v4 UI by default, you have to make targeted changes to the site definition onet.xml for it to remain in v3 UI for net new site creation, and you need to set properties on the web that inherits from this if you don’t want the default values for when you switch to v4 UI. To allow correct switching to V4 UI, you will need to make these changes.

4) When using UDF to upgrade custom site defs, how does it works? Do I build/deploy a new v4 site def  and then UDF is used to map sites to this new site def?

4. No, UDF can only keep a site in the same site definition. It does allow re-featurization of sites based on it though.

5) Is upgrade the only time to refactor custom site defs? Can this be postponed until later somehow?

5. Nope, UDF can be used any time, but it will have to rev the sitedef version number upwards each time. Yes, it can be postponed if it is not necessary to make the site work in 2010.

 

Post Upgrade Site Definition Details

Alex:

Great stuff, thanks Sean!

So my last question is a pure curiosity. When I have a v3 site definition and an associated UDF for it, the definition stays pretty much intact on disk, but the sites instantiated off it get new features and files from the upgrade definition?

Sean Responds:

New sites are created using the site definition alone, not the UDF. When you build a UDF that makes changes to such things as files in a UDF, you also need to ensure those changes are in the new version site definition as well or it will cause issues. Think of the DF as a helper file only used during upgrade to specify how to get to the new version site definition from the old one.

If you just copy a site definition from the old version without modification, then existing sites will work and no UDF is needed, however any new sites based on that template may have issues as they will be automatically V4 UI even though they may not actually have the right UI components to work well in v4 UI. To prevent this you would make at least a minor modification to the site definition to specify the UI version (in the Project Tag of the Onet.XML, add UIVersion="3").

To be fully v4 compliant as well as v3 compliant you would want to ensure you supply a new v4 master page as well as ensuring that the existing pages will work correctly with that v4 UI masterpage, and you would want the Project::UIVersion="4" and add the right v4 masterpage reference to the Configuration::MasterUrl properties in Onet.XML. Lastly if you add the v4 masterpage, you want to ensure that a UDF puts that masterpage into the site (or staples in a new feature that will put the masterpage there). I recommend looking at the onet.xml and UDF for sts to see what we did to enable existing sites based on that definition to keep working while allowing new sites to have the appropriate items. (Emphasis added by me.)

 

Alex and I also discussed the Fabulous 40

Alex explained:

Fab 40 will upgrade just fine as long as the server-side solution packages have been deployed on the 2010 farm – just watched Sean’s SPC09 session J

They all seem to work in both UI modes too.

So I guess I have answers to most of my questions about custom site definition. The biggest question for me was if a UDF was required for a custom site to upgrade. And apparently the answer is no. UDF is also not a prerequisite for a switch to v4 UI.

Joel:

I saw some tweets during MVP summit week from the UA team at MS asking for people to provide feedback on the FAB 40 templates.  I know they are used a lot, so definitely give your feedback to MS on what they should do.  Appears the plan for what to do in 2010 is coming together based on feedback.

Conclusion and References

Hope you enjoyed the discussion as much as I did.  If you’re looking for more on SharePoint 2010 Upgrade refer to the SharePoint 2010 Upgrade Insight Series with links to all my posts on SharePoint 2010 Upgrade as well as links to the upgrade resource centers at Microsoft and outside.

Upgrade SharePoint 2003 to 2010 - Free Tech Preview

So excited to see Quest making migration possible directly from SPS 2003 to 2010.  I know Microsoft was relying on third parties for this.  Alex Kirilov and team now have a pre release Technical Preview version.  We’ve chatted about this and actually was one of the main topics of my discussions in St Petersburg.  I hope it’s everything you wanted.  Check it out!  Tested with both SharePoint 2010 Beta & RC

Key features:

  • Scheduling
  • Granular migration
  • Granular rollback

Get more detail over on the post Challenged with SharePoint 2003 to SharePoint 2010 Upgrade?

 

Download link:
Migration Manager for SharePoint 2010 Tech Preview

Mini evaluation guide:
Follow this step-by-step guide to Migration Manager installation guide and test drive the technical preview
Support forum:
Migration Manager Q&A Discussion Forum

TEC2010 SharePoint Conference Updates, New Interactive Whiteboarding Track, Contest, Discount and Free Pass

I happy to announce an incredible speaker line up for the SharePoint Conference at The Experts Conference TEC 2010.

Dates: April 25-28

Location: JW Marriott Hotel Los Angeles at L.A. Live

Details: SharePoint The Experts Conference

Keynotes: Bill Baer TPM on the SharePoint Team previous MCM Instructor, Joel Oleson MCTS, Michael Noel popular SharePoint MVP, Ben Curry MVP, and Mike Watson former MCM Instructor (SharePoint Scientist)

Featured Speakers: Gary Lapointe MVP, Dan Lewis, Zlatan Dzinic MVP, Rick Taylor MCT, Ram Gopinathan Microsoft MCM

Top Community Speakers and Leads: Paul Swider, Eric Harlan Microsoft PFE, Becky Isserman (MOSSLOVER), Paul Swider, Philip Wicklund, Karuana, Michael Brengs, and Steve Walch

Top Analysts and Authors: Craig Roth, Susan Hanley, Christian Buckley

Community Virtual Session Event with End User SharePoint Mark Miller and Social Media guru Mike Gannotti!

This is the first ever SharePoint conference for TEC and includes industry recognized speakers and trainers from across the globe providing deep technical sessions to include, but not limited to upgrade and migration, social computing, enterprise and web content management, development, security, and authentication  See the SharePoint Tracks session line up for more details.    To learn more about SharePoint training at TEC2010 visit or for additional information on registration. 

I’m happy to announce as a speaker I can offer my readers a huge discount of $500 off the regular price at $1345. Simply add the code ATGNVET to get the discount. Register here.  If you need a group rate, government rate, or Microsoft rate contact me through my blog.

Discount Code: ATGNVET

New Interactive Design and Whiteboarding Track!!!

This Conference is going to get you closer to the SharePoint IT experts in the field than any other with a ratio that will impress you.  Not only is it 3 days of packed training with more than 3 tracks of300-400 level SharePoint content, we have a special track dedicated to interactive Architecture and design sessions to help you get deeper with a NO PPT allowed track where SharePoint Architects get into whiteboard design mode with solution requirements driven by the attendees.  In addition there’s a preconference workshop day where you can get your hands dirty with SharePoint 2010 code and solutions management with top MCTs and MCMs.

WIN A FREE PASS TO TEC2010

If you’re having an issue getting the funds, why not join in the contest to win a free pass?  To enter, simply post a blog explaining why you want to attend TEC 2010. Add a link and summary in the comments on the Official Free TEC 2010 Pass Contest post here.

I’ll give you a hint on how to win.  Rather than just posting a comment, you should put together a blog post and talk about your favorite speakers.  I can only imagine that would be more convincing.  I do want SharePoint people to win the free pass, so get creative.  Contest ends March 25.  If you are going to do a blog post, make sure you add a link in the comments to your post.

DRIVING REGISTRATION CONTEST FOR TEC 2010 SHAREPOINT

Help us drive attendance TEC for SharePoint Conference and you could win fabulous prizes!    The blogger/tweeter who drives the most PAID registrations wins a prize! 

1st or 2nd place wins their choice of a Zune HD 32 GB Video MP3 Player or a set of Bose Quiet Comfort 15 Acoustic Noise Cancelling headphones. Register with michelle.gamlin@quest.com stating your unique “registration word”.  They will need to input this word in the referral entry space when registering for TEC 2010.  Note:This contest is NOT limited to speakers…anyone with a voice can help promote. Quest Employees, especially Joel are not eligible. 

Please note that this contest applies to paid registrations for the SharePoint track ONLY!!

New Social Networking Groups to connect and get to know the speakers and attendees:

Twitter: @TECconf and #TEC2010 -

Join The Experts Community

Join TEC Facebook group

Join TEC2010 LinkedIn group

SharePoint 2010 Upgrade Simplified - Q & A

Incredible webcast.  One of my favorites from an energy level.  We had nearly 1000 register. (Still waiting for the numbers.) With nearly 400 concurrent users on for most of the webcast!

Register for the next FREE webcast
Questions received during or after the webcast:

User Asked: If you don't have any preupgradecheck that have a status of failed, does that mean you are good to upgrade?

Answer: Maybe.  That’s pretty good.  It does mean you should go on with your test, I wouldn’t take that as an assumption that everything will work perfect.


Mike Asked: Can you attach a 32-bit db to SP2010?

Answer: If you backup a 32bit SQL database you can restore it to SQL 64 bit and then db attach it.  You can run a Test-SPContentdatabase against a 32bit database.


User Asked: You mentioned remote BLOB storage. My understanding is that this still requires a third party product to leverage this functionality. Is that the case, or will SharePoint 2010 be able to natively use remote BLOB for content?

Answer: For WSS 3.0 upgrades using Windows Internal database engines for in place upgrade during upgrade it will use remote blob storage in the process of upgrading your environment to SQL express for SharePoint Foundation.  There was a demo at the SharePoint Conference by some SQL experts on using the FileStream provider with SQL 2008 for Remote Blob Storage.  I don’t recommend that.  Third party sounds a lot safer.


Andy Asked: Any recommendations for migrating WSS v3 content db's that are 30GB+? Is it easier to go to foundation first & then SP2010 server or going to MOSS2007 & then SP2010 server?

Answer: Current Most straight forward would be to go to MOSS 2007 then upgrade to SP2010.  I would keep an ear out for support for attaching WSS databases to SharePoint Server 2010 farms.  I do expect that should be a supported scenario, but I expect more info on that as we get closer to RTM, that would by far be the easiest and should work no problem, question is supportability.


User Asked: you mean there is no SQL express edition for 2010?

Answer: The opposite.  Both SharePoint Foundation and SharePoint Server use SQL Express.


Steve Asked: In this visual method the site is already upgraded or does it now actual upgraded till the user commits.

Answer: The binaries have been upgraded, so essentially the server has been upgraded.  The site that has not yet been visually upgraded is dependent on the old master pages and will not have the ribbon or new UI as an example until it has been visually upgraded.


Sandar Asked: When Joel says "site" does he mean site collection or site?

Answer: In the example of… You can run preview mode on site or site collection the answer is both.  Webs can be upgraded without upgrading the entire site collection. 


Steve Changes Question To: In this visual method the site is already upgraded or does it now actual upgraded till the user commits. So if the user is doing the actual data upgrade what happens if they hit an error?

Any errors period should be logged to the error database.  The binary upgrade will attempt to upgrade the database schema and ship with both 2007 and 2010 master pages.  After binary upgrade you have the ability to move forward as a server admin and activate new services, create new 2010 web apps, etc… the old sites don’t have to hold you back.


Veenus Asked: what if you have a power outage during an in place upgrade? Does SP2010 provide the ability to pick up where it left off after the power is restored?

Yes, there’s a powershell script to resume upgrade for database upgrade, or you can simply rerun the upgrade and it will pick up where it left off.  It is now designed for resume.


Phillip Asked: Will this PowerPoint be made available after the webinar?

Yep.  See the top of this post. 


Rich Asked: We setup a Beta 2010 system, and we used STSAdm to export a site from our 2007 environment with the intent of importing it into the 2010 environment. We keep getting a failure because it says the AnalyticsLinks feature is missing and required. We can't figure out how to install this feature in the 2010 environment. Can you give us a direction to head down?

You shouldn’t do import export.  You should use stsadm to put that site or site collection in a dedicated database and then use the test-spcontentdatabase to have it identify the file that’s missing.  You could then locate it on the farm.  You should be able to track it down… find it in the features list for the site, site collection, web app, farm, etc… assembly, GAC, etc…


Andy Changes Question To: Any recommendations for migrating WSS v3 content db's that are 30GB+? Is it easier to go to foundation first & then SP2010 server or going to MOSS2007 & then SP2010 server? These content db's are going to SP2010 under a host-named site (host header) model

Answer: AHH… now host named sites have special requirements around upgrade.  Make sure you run preupgradecheck and follow the upgrade method prescribed.  Wouldn’t surprise me if the best method was WSS 3.0 to MOSS 2007 to SharePoint 2010 and requiring in place.


Bill Asked: Can test-spcontentDatabase command be run from a 2010 server against a web app running on a 2007 environment?

Answer: Essentially, it’s read only against the databases so you could point at a database in another farm to say “what if.”  Would be better if it wasn’t, but other than the reads, it wouldn’t be an impact.


Charles Changes Question To: We are just getting ready to launch our 2007 sharepoint deployment, we have very minimum customization right now. Should we go with Beat 2010 or spend the time in 2007 and then in 5 months go through the process of the upgrade to 2010?

Answer: Read the post on should we stay or should we go with SharePoint 2010.  If you can keep minimal customizations you should hold off till the RTM code from a coding perspective, but you shouldn’t wait to kick off your project.


george Asked: Is there something we should be aware of if we upgrade to the the full version of SharePoint 2010. We are currently on WSSv3 only and will probably be upgrading to SharePoint 2010.

Answer: It’s going to be a more common question.  Either approach should be fine, but you should make sure that you test and it’s supported.  I haven’t heard the final word on that one.  I believe the most tested would be WSS v3 to WSS v4 and then install SharePoint Server 2010.



Patrick Changes Question To: Question for Joel at the end: If I set up some content(sites/site collections) in Beta/RC SP2010 environment (knowing that these pre-release environments are not upgradeable to the full release) - is there going to be any issues with exporting that content out of Beta, and then importing into the full public licensed release of SP2010?

Answer: Build to build upgrade works just as it does with version to version with database attach.  You should be aware of the support restrictions around pre beta.  Unless you have permission you should not GO LIVE on pre release SharePoint 2010.


Chris Asked: We're running 32-bit in our DEV/QA environment, and 64-bit in production. Is it possible to test our upgrade in our DEV/QA environment?

You can’t even install SharePoint 2010 if it’s not on 64 bit.  There are virtual options with a 32 bit host and 64 bit guest, but these solutions are not MS solutions.  See the great debate on SharePoint 2010 virtualization.


Brian Asked: what is the difference between B2B and V2V upgrade?

B2B: Build to build is like SharePoint 2010 RTM database being attached to SharePoint 2010 SP1 farm

V2V: Version to Version is like SharePoint 2007 SP2 database being attached to SharePoint 2010 RTM farm


Chris Changes Question To: We're running 32-bit in our DEV/QA environment, and 64-bit in production. Is it possible to test our upgrade in our DEV/QA environment? (can we take our dev/qa 32-bit environment, and do a dbattach on a new 64-bit server?)

Yes, backup 32bit restore 64 bit first, then you can attach the 64bit db.


TR Asked: what if you do not have the budget in money or servers to build up a new / separate farm in 2010? what are the options? can it be built in a virtual environment, would there be any differences if you build in VM but expect to deploy in physical

Virtual deployment is very common.  Virtual to Physical conversion and visa versa itself is another common thing.  Comes down to disk IO and memory resource allocation testing.


Franchesca Asked: At the conference there were opportunities to run through an upgrade. Is there a place that we can run these or at least a way to be able to run the different scenarios?

Yes, grab the 2007 VHD and a 2010 VHD and do the in place upgrade with the 2007 VHD, and do the database attach with the 2010 VHD.  See resources on what I’m talking about in the virtualization debate with links to the VHDs.  Essentially both would be database attach first 2007 to 2007, and 2007 to 2010.  Don’t forget the preupgrade check and the test-spcontentdatabase 


prashanth Asked: Will there be tools for migrating search settings (scopes, crawl rules) from the old farm to new farm ?

The In place will preserve the scope and rules.  You may reconsider leveraging FAST configuration.  Many will use this as a good time to document the scopes, but to start over with the new search config.


Kevin McDermott Asked: Any thoughts on SQL 2005 v. SQL 2008? If currently running with 2005 on the back end, when should the upgrade to 2008 occur - before or after the SP2010 upgrade?

Either doesn’t matter.  Before after or during.  I do like the idea of doing it before, so when you touch SQL 2008 you can start taking advantage of high availability planning, backup compression, transparent database encryption and so on from the start.  See my SQL 2008 enterprise better together with SharePoint 2010 for more info.


Andy Changes Question To: Any recommendations for migrating WSS v3 content db's that are 30GB+? Is it easier to go to foundation first & then SP2010 server or going to MOSS2007 & then SP2010 server? These content db's are going to SP2010 under a host-named site (host header) model - db attach does not work for site collections with their own content dbs

You do need to do some testing.  I’d recommend a virtual environment so you can do rollbacks if needed.  More info on similar question above.


@PirateEric Asked: Are there new report server web parts in 2010 that are being installed or are they being removed altogether? These are heavily used in our environment.

It’s the pages that are being changed to the new 2010 UI.  Web parts should be similar.


Chris Asked: Since you like the DB Attach metthod more, would you run a SharePoint SQL server in a virtual environment?

Answer: It doesn’t mean I’d run SQL in a virtual environment.  I think that depends on the amound of Disk demand.  I would prefer dedicated disks, but even then if there’s too much overhead, I’d try to keep it simple.


Gil Asked: How has WSS change with it's multi tenancy abilities?

Site collection groupings with multi tennant admin.  You now have more abilities to share permissions inheritance, reports, and more… It’s off by default. 


Abhijeet rai Asked: does sharepoint 2010 provide high Availability in case of database failure also?

It’s actually SQL.  SQL Clustering, SQL logshipping, or SQL mirroring and yes with SharePoint 2010, SharePoint is mirroring aware allowing you to point to primary and secondary.


Jason Asked: Can you explain in more detail about setting databases to read-only prior to (or during) an upgrade? If not, where can I get more info?

there’s info in the upgrade section on TechNet with the documentation around upgrade or with the new read only database option included in SharePoint 2007 SP2

“In a read-only farm, only content databases are read-only. All other databases, including the configuration database, Central Administration content database, and search database, are read-write.”


Fareed Asked: When should we move over customizations from the source farm (MOSS) to the newly built SP 2010 farm?

When they are identified as dependencies in the preupgradecheck report.


Mike Asked: No details anywhere on Fab40 for SP2010. We have most sites built upon 2 or 3 key templates. Any added steps to attach a content DB based on one of these to SP2010?

They just tweeted about it.  They are gathering requirements.  You can add the same templates to your 2010 farm which will leverage the dwps and solutions during upgrade of database attach.  In place shouldn’t be an issue either.


Bo Asked: Which server performance indicators should I monitor during a parallel DB upgrade?

Watch your disk and memory and if your servers are separate watch the connections and network pipe


Capers Asked: Will custom site definitions only break visual features when converted? Will conversion keep custom list settings etc?

Really is important to test.  Custom site defs essentially try to do the right thing and often need a little planning, testing and help.


Tee Nguyen Asked: In the Hyrbrid upgrade, you mentioned exclude the root site, what happened to it?

With hybrid upgrade you’d have to be careful what is in the root when you do an in place.  I’d suggest you keep it vanilla during upgrade, then upgrade the portal through db attach.  Watch for orphans!


Fareed Changes Question To: When should we move over cusotmizations from the source farm (MOSS) to the newly built SP 2010 farm? Are customization folders different in 2010?

The folders in 2010 are quite similar.


Ramesh Asked: We encountered some issues becasue of Hoster header site collections restored as normal site collections , observed some wrong entries in sites and webs tables, will those be automatically fixed with database upgrade approach?

No.  You need to be careful.  The preupgradecheck should identify what upgrade types are supported.  Some may require in place upgrade.  In 2007 it was a problem to do db attach.


Theresa Asked: What was the URL for Joel's Blog?

http://www.SharePointjoel.com 


Fareed Changes Question To: Any considerations in migrating sites containing InfoPath forms services?

Yes, in fact there are even powershell scripts designed for that purpose including content on technet to help you.


Andy Changes Question To: Attached a wss v3 db to SP2010 server DOES NOT work - at least in B2 it didn't

If it’s a host header, or if it was not on SP2 minimum it wouldn’t work.  As well you should make sure it’s supported and doesn’t have issues with preupgradecheck (including upgrade methods) and dependencies. 


Steve Hotchkiss Asked: How about 70 GB plus content databases with several site collections. Would it be best to separate those out prior to upgrade or should the size of db not matter?

Upgrade will be faster if you can split it, but it shouldn’t be required.  Size of db simply means it will take longer.



Sarah Satterlee Asked: We've got a couple of huge (250GB) wssv3 site collections. We want to break them into smaller site collections and move them into our SP2007 environment. Can we attach the DBs to SP2007 and then do the moving, or should we export sites from wssv3 and import them as site collections into SP2007? We are assuming that it would be better to have all the sites in MOSS before upgrading to 2010. Is this a correct assumption?

Import export between WSS and MOSS is quite similar.  This problem is in both with fidelity around alerts and workflows.  The good news is the workflows can be recreated in 2010 as portable workflows.  huge 250GB databases will be a struggle, but can be done.  Splitting will pay off down the road as well.


Nick Asked: Can you suggest a strategy for troubleshooting "Missing server file or server configuration issues " from the preupradecheck report? We've checked the web.config for missing safe controls references both on the existing production server and the new beta server.

Best advice is to upgrade to the lastest cumulative upgrade pack.  I think I’d rerun the preupgradecheck to get more details on the missing files then try to track them down with the .log file to get the exact references and track down the app.  If you can add it back to the web.config it will save you some, or go the other direction of removing all the sites with references to reduce your dependency.


Gerald Asked: SQL 2008 versus SQL 2008 r2 ?

See the link in my SQL 2008 R2 post.  Top 10 Features in SQL 2008 R2 from SQL 2008 R2 and SharePoint 2010 better together.


Kevin McDermott Changes Question To: Regarding Sharepoint Administrator Reports, any indication on when it will be able to see HTTPS sites? as of 3 February, that's not available

They have taken that as a high priority DCR.  Being worked on from what I understand.  Great question.


Angela Asked: Will it be easier to get subsites moved to be a new top level site collection in SP2010? We're trying to clean and re-organize before the upgrade, but this has been a real pain so if it would be easier in 2010 should we not worry about it right now?

Wish I could say this is fully fixed, but sorry export is better, but still misses alerts and workflows.  (While workflows are better they need to be upgraded to the new formats to make them portable.)  There is now list export which is nice, right in the SP2010 central admin UI.  You can now get much more complicated with your repartitioning and moving things around with SP 2010 and powershell.

SharePoint 2010 Mobile and Windows Phone 7 Series Experience Drill Down

With all the excitement of Windows Phone 7 series, many are asking the questions… Should I have waited? (Release planned for the Holidays - Nov/Dec 2010)  Does SharePoint 2010 have a mobile story?  Is that story any better than 2007?  Is anyone really using mobile to access SharePoint anyway?  <update 2/17/09>The stories are starting to come, including Windows Phone 7 Spotlights SharePoint Collaboration. “An application that many users have never seen--Microsoft's SharePoint--plays a key role in Windows Phone 7 Series' Office Hub, the center of business activities in the new smartphone operating system.” Complete with a screenshot of the Office Hub with SharePoint documents.</update>

The iPhone today has a pretty decent full fidelity experience against SharePoint 2007, and I argue, is even better than WinMo6.5 the experience even gets better in 2010.  With WinMo 6.5 prior to SharePoint 2010 using SharePoint was a pretty rough proposition, and trying to use it with lists or forms, essentially anything beyond read only, was a no starter.  This experience for WinMo 6.5 changes, and all releasing mobile apps support 6.5, but the interface and resolution alone takes a multi generational jump into the future with Windows Phone 7 series.

image

Actually I’m noticing in the Windows Mobile marketing to both the existing Microsoft consumer from the Zune and XBOX angle as well as to the enterprise angle.  That enterprise angle is sure to pay off.  As the release of SharePoint 2010 nears you’ll hear more and more about Mobile.  

I think I heard crickets during the keynote mobile demo at the SharePoint Conference.  It was definitely the weakest demo in the SharePoint Conference Keynote.  It looked kind of like a check box.  Part of the issue was the fact that the demo didn’t really show off the net new or illustrate what has changed.  A blogger Oscar Medina does in a few screenshots of his iPhone against SharePoint 2010 what couldn’t be done at SPC.  Oscar’s blog shows off the new page view with inline images, and even UI for modifying the theme.  As well, I think the lack of showing off the new sync features in the SharePoint Workspace 2010 mobile client was a missed opportunity and turned people off by simply only showing one side of the interface without the trained eye looked as it did in 2007.  I think it was undersold, and the rest of this post will better explain what’s new and cool.

The Windows Phone 7 does provide a new fancy interface with more of a Zune like feel to it with demos showing off Facebook and Twitter integration including Zune and XBOX live, they are definitely catering to the social crowd and those who are already customers of the other services.

Resources on Windows Phone 7

I’m interested to hear more about what Windows Phone 7 series will bring to the SharePoint story.  Of course it will support the Office 2010 Mobile clients including SharePoint Workspace mobile and synchronizing.  With the touch improvements in Office 2010, Windows Phone 7 will definitely provide a more complete cohesive experience.  There is more to the story than what you see on the surface.  Let’s drill down.

Today in 2007 you can simply go to any SharePoint site collection and add /m and it will redirect to the mobile view (it is enabled by default, so if it doesn’t work it might be disabled.)  The mobile views are very scaled down views of a SharePoint site.  In SharePoint 2010 by default if you browse with either the iPhone or WinMo you’ll be redirected to the mobile version of the pages which are definitely list focused views.  With SharePoint 2010 you can simply append ?mobile=1 to any SharePoint page will render the mobile view of that page or list in a non-mobile browser.  For example running /m on a blog will take you to the All Posts aspx page in mobile layouts view. http://www.joeloleson.com/_layouts/mobile/bloghome.aspx

Summary of the Various Office 2010 and SharePoint 2010 Mobile Experiences

  • NEW! Office Web Apps Mobile support for WinMo, iPhone, Blackberry and more…  Allows viewing of Office 2010 (non binary formats) documents, Word, PowerPoint, Excel, and OneNote in your browser.  This capability of Office Web Apps is a service application in SharePoint 2010. The experience is read only for Office Web Apps Mobile, read/write for desktop browser versions of Office Web Apps which is cross browser compatible as well.  Consider this the document viewer for cross device access.
  • Office Mobile 2010 – Various mobile client applications from Word Mobile 2010, Outlook Mobile 2010, Excel Mobile 2010, PowerPoint Mobile 2010, and OneNote Mobile 2010 (not available in the beta).  Office viewing, and mobile editing experience.    As well introducing the new… SharePoint client which will get those changes back to the server…
  • NEW SharePoint Workspace Mobile 2010 – Windows Mobile 6.5 and higher only. Available in the Windows Mobile equivalent of the App store called Marketplace.  The beta is apparently already in marketplace and expires Apr 5.  Go and get it and tell me how cool it is.  Not to be confused with Groove Mobile Workspace for SharePoint which is not for smart phones.  Really not a lot of info on the web, trying to find an authoritative source was difficult.  I’m sure there will be much more info later...  Follow the SharePoint workspace team blog for more info (where a search for ‘mobile’ turns up 0 results currently).
  • New SharePoint Mobile Pages and Updated List Views – Built in mobile views, (in layouts) built into any SharePoint site.  Support for TONs of devices, I’d say this is the most backward compatible and is even a stretch to say basically all smart phones should be able to browse/read SharePoint in this old school view. Works in iPhone, BlackBerry, and pretty much all phones with various support for browsers.  Definitely consider this the WAP interface.

What’s Going on With SharePoint and Mobile?

NEW! SharePoint Workspace Mobile

Take your files on SharePoint offline on your phone with Microsoft SharePoint Workspace Mobile 2010!  You can browse document libraries and lists right from your phone. As well you can open, edit and sync documents directly for viewing or editing in the various mobile office apps like Word 2010, Excel 2010, and PowerPoint2010, and sync to SharePoint 2010.image

The coolest part is the ability to sync documents and folders to your windows mobile phone (6.5 and higher).

You’ll be impressed with Powerpoint’s 2010 presentation companion where you can advance slides from your phone with your blue tooth enabled phone.

With OneNote 2010 Mobile you can take notes, voice or text on your phone and sync to your Windows 7 PC with WinMo device center.  Conversation view in Outlook 2010 mobile will be nice as well as the new company directory based searching UI.

You can actually see in the diagram on the right of SharePoint Workspace 2010 Mobile the icon rich interface with the sync setup on folders and files.

As with the browser and search wars, it aint over till it’s over!

I remember a company meeting a few years ago where Ballmer asked the crowd, does anyone here use google?  After explaining how google made money off of every search whether you clicked on the ads or not, and then explaining the advancements in MSN search now Bing.com and asked now who will use google.  He then explained that it was an IQ question, and those that raised their hands failed that IQ question.

I explain this analogy because using iPhone the last 2 years has been an IQ question.

 

Mobile today in SharePoint 2007 compared with SharePoint 2010

As mentioned before there are built in mobile views with WSS 3.0 and SharePoint Server 2007.  In fact there’s actually a good explanation of how mobile views work with the blog template vs other templates on MSDN.  There is an entire node on Mobile development in SharePoint 2007 and new content for mobile development in SharePoint 2010  Jan Tielens introduces the topic of SharePoint 2007 mobile views in his post SharePoint 2007 on mobile devices.

See the mobile views for yourself.  Essentially the easiest way to get at the riches of the mobile views for navigation. 

(Feel free to replace my domain name above with any SharePoint domain, and add the path to site collections or sites.)

Not simple enough? 

The /m is compatible on both despite what you might hear. Where it takes you depends on the template and can actually be controlled.

Not only do you get a richer look and feel, you can see site further recursive navigation is included, a new filter for locating content in a large list to increase findability.

The scenarios are better served in the mobile experience.  While it’s far from perfect, the simple mobile views have been cleaned up and redesigned to focus more on the lightweight browsing experience.  You can even imagine the mobile views being used for remote employees to address bandwidth issues when working with SharePoint 2010.

Mobile Views
OLD WSS 3.0 Doc Lib vs. SharePoint Foundation 2010

image image 

An installation of Microsoft Windows SharePoint Services includes numerous .aspx pages for mobile access that are deployed alongside native site definitions. These pages are located in the following directory: %Program Files%\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\LAYOUTS\MOBILE For SharePoint Foundation 2010 you can find them: %ProgramFiles%\Common Files\Microsoft Shared\web server extensions\14\TEMPLATE\LAYOUTS\MOBILE

Development for mobile focuses on creating views of the various SharePoint lists for mobile access.  This expands into simplified page views with SharePoint 2010, and the default behavior changes based on the site template.  For example this is an example of the Intranet Portal template with the out of the box Contoso portal.

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TechNet goes into more detail…

“The body section of a Windows SharePoint Services mobile list view is created through Microsoft ASP.NET mobile controls, but metadata in a supporting SharePoint list schema drives various aspects of the view. A mobile view is a standard SharePoint list view

You can designate a standard list view in a Schema.xml file as a mobile view by setting the MobileView attribute of the View element to TRUE. To specify that the mobile view is the default mobile view, set the MobileDefaultView attribute of the View element to TRUE. The following example shows the opening View element for a standard view that is designated as the default mobile view for a list.”

I was curious after drilling in what are some real world stats on what’s happening today on Windows vs. iPhone.  Here’s what I got from my blog between Nov 1, 2009 and Feb 3, 2010. Essentially 1% of all my traffic is mobile and the number is starting to climb.

I’ll be anxious to see how this changes post release of Windows Phone 7.

image

In conclusion, there’s really a big SharePoint 2010 mobile story that is yet to be told and experienced.  While Windows Phone 7 series is likely to leapfrog the iPhone on the office editing experience, the iPhone and Blackberry experience is definitely improved.  You can read my confessions on (why I’ve been using iPhone the last couple of years). Very soon, It could be said very soon that the best editing for SharePoint is actually on a Windows mobile device.

SPTECHCON – Upgrade & Admin Session Decks and Details

SpTech conference has been a great crowd.  Lots of strong community speakers across both SharePoint 2007 and SharePoint 2010. BZMedia has done a good job of pulling things together.  Despite the hotel being a ways from the city, a number of us have been able to get away in the evenings and take in some of the sights and culture.  In and Out Burger seems to keep coming up in conversations for example.

Preparing for SharePoint 2010 Upgrade [Part 1]

Upgrading to SharePoint 2010 [Part 2]

New World of SharePoint 2010 Ops and Admin

Get all the references and resources to the online locations to the Upgrade Centers and SharePoint 2010 Insight series.

Simplify SharePoint 2010 Upgrade

I’ve got an upcoming webcast on SharePoint 2010 Upgrade.  In the webcast I’ll demonstrate a test-spcontentdatabase from a SharePoint 2007 database doing a database attach and showing the 2010 upgrade UI.  We’ll drill into the various methods.  I also drill into the various methods and help provide tips and tricks and recommend methods.

Webcast: Practical Guidance for Your SharePoint 2010 Upgrade: It’s Not Just Going from Point A to Point B

Wednesday, February 17 at 2 p.m. ET / 11 a.m. PT

You've heard the basics, but what are the best options for upgrade? During this live webcast, Joel Oleson, Quest senior architect and SharePoint expert, will drill down into the tools, methods, and hybrid options for upgrading to SharePoint 2010. Join us for this information-packed upgrade session with tips, guidance and direction.

Register Now!

Should I Stay or Should I Go Now? SharePoint 2010

Another great debate happening in enterprises and corporations of all sizes.  I’ve heard this question way too many times today and the dynamics of what’s going on at SPTECHCON continues to bring up this with half the rooms on 2007 and half on SharePoint 2010.  The ultimate question… Should I stay with the proven SharePoint Server 2007 either in a green field deployment or even with the new project the business is asking me to deploy, or do I go with SharePoint 2010 and take whatever comes with that good and bad, the reward with the risk.

When I say GO, that means don’t WAIT, but start your project assuming you’ll be able to build your prototypes and so forth on SharePoint 2010 prerelease versions.

Ultimately this entire story is IT DEPENDS… I don’t like to say that.  I’d rather say.  Let’s make some assumptions and give you a story…  The more you know the smarter decision you can make.

When is the SharePoint 2010 release date?

Another common question.  I can’t tell you what I know, but what I can tell you is Chris Capposella SR VP of IW Product Division in Microsoft Business Division’s estimate of 1st half of calendar 2010 still applies.  The product team has not adjusted this statement, despite what you might hear in the twitterverse. (as of this posting)

image

Reasons You Should Consider Starting with SharePoint 2010 (Even though it’s early)

There are some scenarios that I consider obvious candidates to not wait, but to start the process of working with SharePoint 2010 in it’s prerelease state to build out the requirements.  Here are some examples of requirements or scenarios that would drive an early 2010 adoption verses building something out on 2007.

  • Social Networking sites like My Sites
  • Using SharePoint as an App platform
  • Business data integration
  • Large data migration
  • Enterprise Content Management projects
  • High Availability
  • IT Control

Social Networking

Why would I say to go with 2010.  If you build on 2007, you will loose any work you put into your mysite designs.  There is NO visual upgrade of my sites in 2007.  As well, all of the new status, network and collegue work in 2010 is generations ahead of 2007.  The wikis as well are much better in 2010.

App dev

Application development in 2010 is much easier.   Much of it is easier as a result of the work in Visual Studio 2010.  An example of that is F5 debugging, templates for common SharePoint scenarios.  The creation of SharePoint solutions is easier and the deployment is easier, and even the hosting is easier.  Sandbox solutions, throttling, resource management and more make this a much more easy to support, manage, use, and on and on.  Let alone the pains of upgrading a customized solution that will later need to be visually upgraded and solutions may need to be upgraded as well.  Let alone support for newer technologies like Silverlight support in the box including streaming video, compliant XHTML and WCAG accessibility support, cross browser support for Firefox and on and on.  The dev story is really enticing, as is the hosting/management story.

Stay on 2007

5 Reasons You Might Consider Waiting

While it ultimately may come down to your timelines,

  • Timeline
  • Requirements addressed with 2007
  • Data Center or Hardware Standards Requirements Your companies ability to support 64 bit Windows Server 2008 or SQL 2008 (or SQL 2005 SP2)
  • Company adoption standards of products or even specifically Microsoft products
  • Lack of knowledge on licensing & release date for planning

 

It’s a bit unusal to post a blog before it’s complete, but I don’t want to hold onto this… I wish it was a wiki.  I’ll flush this out as I get time.

10 Steps to Optimizing SharePoint Performance for IT Administrators

Default SharePoint configuration is not tuned for your deployment.  Did you know by simply planning for it you can easily double the performance of your deployment?   This session will focus on tips and tricks as well as best practices around optimizing your SharePoint servers. 

 
We'll provide 10 easy steps and methods to optimize your storage, discuss compression options, and tune your worker processes. Don’t forget considering performance from client to server optimization. This presentation will include and address SharePoint 2010 Enhancements and techniques. Attendees will walk away with a step by step methodology and tools to get started today!

In this session I’ll walk through:

  • Storage optimization
  • Page optimization
  • Webpart optimization
  • List optimization
  • End to end browser optimization
  • Performance Tools to make your job easier
  • Caching and more!

Presenter: Joel Oleson

When: Thursday, March 11, 2010 1:00 PM - 2:00 PM PST

Register Today!

Is SharePoint 2010 Ready for Enterprise Content Management?

I wanted to help out Colligo on this upcoming Webinar.  I know I’ve been anxious to hear the Microsoft story on if SharePoint is really ready to take on the ECM big boys.  Passing on the info…

-----------------------------------------------------------------

You are invited to attend the March 2nd webinar: “Is SharePoint 2010 Ready for Enterprise Content Management?” Join guest speaker Tricia Bush, Director of Microsoft's SharePoint Enterprise Business, as she discusses SharePoint 2010 as an ECM platform.

Free Registration

With SharePoint 2010 availability looming, Microsoft is taking direct aim at the ECM market. Microsoft's mantra is "everyone participates and all content is managed," but the question on customers' minds is: "Is SharePoint 2010 ready for ECM?"
Tricia Bush will show some of the new 2010 ECM features and how Microsoft has extended the platform particularly in the area of metadata management, records management, and scalability. Barry Jinks, Founder and CEO of Colligo, will discuss how Colligo's client solutions add value to SharePoint 2010 and provide critical functionality for integrating Microsoft Outlook and SharePoint.

In this webinar, you'll learn:

  • What's new in SharePoint 2010 for better ECM
  • Why SharePoint 2010 can improve records management
  • How Microsoft addressed limitations of SharePoint 2007
  • Why integrating SharePoint & Outlook is critical for ECM
  • Tips to drive ECM adoption by supporting email and document drag-and-drop with automatic metadata capture

To learn how SharePoint 2010 and a client solution can improve enterprise content management in your organization, register today!

WHAT - Is SharePoint 2010 Ready For Enterprise Content Management?
WHEN & WHERE - Tuesday, March 2, 2010
8:00 AM Pacific / 11:00 AM Eastern
4:00 PM London / 5:00 PM Paris
Online Webinar
PRESENTERS -

Tricia Bush, Director, SharePoint Enterprise Business, Microsoft
Barry Jinks, President & CEO, Colligo Networks Inc.
COST – COMPLIMENTARY

Even if you can't make the date, please register and we will send you a link to the on-demand webinar when it's available.

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 My Whitepapers and Webcasts

  Planning Global Enteprise SharePoint Deployments (SearchWinIT.com/TechTarget) Feb 2009
  Balancing SharePoint Governance (SearchWinIT.com/TechTarget) June 2009
  Five Truths You Must Know About SharePoint and Exchange (SearchWinIT.com/TechTarget) May 2009
  Practical IT Strategies for Enterprise Collaboration (SearchWinIT) Sep 2008
  10 Steps to Successful SharePoint Deployment (SharePoint Magazine Sep 2009)
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