Posts tagged SharePoint 2007

We now have a migration check list!

I have recently found an extremely useful document on Microsoft’s TechNet page that details the transition from Microsoft SharePoint 2007 Server to SharePoint Server 2010. This document can also be used to aid our transition in to Microsoft Office 365.

The document can be found here:  http://lncn.eu/jx7

If we are to upgrade to Office 365 by first upgrading to SharePoint 2007 and then to SharePoint 2010, these are the steps we would take:

  • Prepare to upgrade to SharePoint 2007
    • Determine how to handle customizations
    • Develop new custom site definitions and create upgrade definition file
    • Run the Pre-upgrade scan tool to determine compatibility
  • Prepare to upgrade to SharePoint 2010
  • Perform Pre-upgrade steps (see http://lncn.eu/hjz)
    • Install all perquisites
    • Run and test a full backup in SQL Server
    • Deploy upgrade definition files and new site definitions
    • Upgrade custom Web Parts packages
  • Create the temporary Office SharePoint Server 2007 farm
    • Download the software for the temporary farm (a trial version of SharePoint 2007 can be used if we do not have a full version as a trial version will last 180 days)
    • Prepare the 2007 environment (see http://lncn.eu/fp26)
  • Create the temporary SharePoint Server 2010 farm
    • As SharePoint Server 2010 is not our final destination we will only be setting SharePoint 2010 up as a temporary virtual server much like SharePoint 2007
    • As our method isn’t covered by the document mentioned earlier we will not be creating a full SharePoint Server 2010 farm but a virtual temporary one instead
  • Perform first upgrade (full details see http://lncn.eu/jvx5)
    • Ensure that the pre-upgrade scan has been used, the upgrade will not work otherwise
    • Back up the content databases
    • Restore the backed-up copies to temporary farm
    • Add the databases to the Web applications to start the upgrade process
    • Profile information will also need to be imported (see http://lncn.eu/guw2)
  • Verify the first upgrade
    • Review the upgrade log file
    • Review the transferred sites to ensure they have transferred properly
  • Perform the second upgrade
    • Use the pre-upgrade checker this time
    • Carry out the same actions as before to upgrade to 2010
  • Verify the second upgrade
    • Same as before

Once this is complete, the system will be ready to migrate into Office 365. Unfortunately I could not find any documentation for migrating to Office 365 amongst Microsoft’s documentation. I asked on the community website, one guy said that Microsoft have a list of partners that offer Migration services, these are people that will guide the user through the planning and migration to Microsoft Office 365.

Alternatively a third party application could be purchased such as AvePoint, Quest or MetaVis. These applications have the ability to migrate data from SharePoint Server 2010 to SharePoint Online, retaining all the customization and security settings. If the user were to migrate manually they may lose all content and security settings.

This document has been extremely helpful; it may have taken some time to find all this information without. Anyone considering upgrading their SharePoint server, I strongly recommend giving it a thorough read.

RE

Should you be upgrading from SharePoint 2003 to 2007 or 2010, you may need to consider how to handle any customisation you have implemented on your current site.

There are a three options that are available for consideration:

  1. Keep the customisations.
  2. Replace the customisations.
  3. Redo the customisations.

The first option is to keep the customisations in place, which will allow you to keep the same look and feel as the current system, however you would not be able to take advantage of any new capabilities at this stage. If this is the option that would best suit you, there are three options; complete an in-place upgrade, do a gradual upgrade and keep the site in the previous version environment (do not upgrade the site) or you can do a gradual upgrade and upgrade the site , but don’t reset any pages to the site definition.

The second option to replace the customisation is a good option if you are planning on a complete site redesign or significantly changing the information architecture. You can accomplish this is one of two ways; one is to complete an in-place or gradual upgrade and then reset all the pages to the default pages from the site definition. The other way, if you do not need the structure or content is to start a complete fresh.

The final option is to redo the customisation. This method allows you to take advantage of the new capabilities and modify the design slightly if that is required and make it more manageable. You could take advantages of the new master pages to apply your design, rather than customise each individual page. There are three ways to redo the customisations. The first is to complete an in-place or gradual upgrade and do not reset the pages to the site definition version. After the upgrade, modify the appropriate master pages and page layouts of the upgraded site to take on the previous version’s look and feel, and then reattach the page layouts to all customised pages. The next option is to complete an in-place upgrade and do not reset the pages to the site definition. After the upgrade, open the site and copy the customisations, and then reattach the page layouts and reapply your customisations to the master pages and page layouts as appropriate. The final way to complete this method is to complete a gradual upgrade and, in the upgraded site, reattach the page layouts. Then transfer the customisations from your original site to the master pages and page layouts in the upgraded site by using Office SharePoint Designer.

 

The full article can be found at: http://technet.microsoft.com/en-gb/library/cc263203(office.12).aspx