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Metalogix StoragePoint 5.8 - SharePoint Upgrade using Metalogix Solutions (2010 to 2013)

Database Attach Method

The Database Attach method of upgrading SharePoint involves creating a separate 2013 "upgrade" farm and then attaching the content databases from the 2010 farm into the 2013 farm.

Upgrade Steps

The following table outlines the steps involved in upgrading SharePoint 2010 with StoragePoint to SharePoint/StoragePoint 2013 using the database attach method:

#

Step

Description

1

Ensure 2013 upgrade farm is established.

The 2013 farm should be provisioned and functioning (without any upgrade content).  Any non-StoragePoint 3rd party solutions/features/web parts, etc. should be installed into the farm.

2

Document and disable source StoragePoint profile jobs.

For each StoragePoint storage profile, make note of any timer jobs configured to run on a set schedule, as well as any archiving configurations. Also note the frequency of Content Migrator and Capacity Monitor on General Settings, if they apply to your configuration.

 

For all StoragePoint Profiles that will be migrated, disable all jobs for those profiles.

3

Backup/Restore StoragePoint database to new farm.

A backup of the StoragePoint database from the 2010 farm should be restored in the new 2013 farm. It is not recommended you share a copy of this database between the 2010 and 2013 farms.

4

Install StoragePoint for SharePoint 2013.

StoragePoint for SharePoint 2013 should be installed in the 2013 upgrade farm. When prompted for the database name and location, ensure that the database copy established in step #3 is specified. EBS is no longer supported in 2013. So all profiles needs to be upgraded to RBS before this upgrade process.

*It is imperative that all StoragePoint jobs be double-checked as disabled on the migration target prior to continuing.

5

Copy the blob store(s) for profiles that are being migrated. (OPTIONAL)

A copy of the blob stores for profiles being migrated needs to be made if the 2010 farm will remain functional after the upgrade. If the 2010 farm will retire the content databases that are being upgraded, then this step is not necessary.

5a

Update endpoint connection paths to point to blob store copy. (OPTIONAL)

The endpoints need to be edited to reflect the new blob store copy location established in step #6. This step may be skipped if step #5 was skipped.

6

Attach content database(s) from 2010 farm to 2013 farm.

The content database(s) from the 2010 farm should be attached into the 2013 farm. Please see the Microsoft documentation for more information.

7

Re-link Web Application scoped profiles. (ONLY if using Web Application scoped profiles)

When using the database attach upgrade method, the web application IDs on the 2013 farm will not match the IDs on the 2010 farm. To fix the profile links, follow these steps on the 2013 upgrade farm:

a)Go to the Storage Profiles screen in StoragePoint.

b)A popup should alert you that some of the profiles have become unlinked from their Web Application:

          20102013 upgrade 1

c)Click OK on the popup to be taken to the Storage Profile Fixup screen.

d)Click on the profile scope name under the Profile Scope column to manually fix the linkage. *DO NOT* click Fix Automatically as it will not work in this case.

e)A warning will display about issues with manually fixing a profile scope - click the OK button.

f)On the Select Web Application screen that pops up, select the Web Application on the 2013 farm that the profile should be associated with.

8

Re-establish any StoragePoint timer job definitions.

StoragePoint timer job schedules and settings will not be migrated to the 2013 farm automatically. These must be setup manually. Key timer jobs to check:

 

·Orphan BLOB Cleanup Job. This job is usually run on a weekly or daily schedule. It must be scheduled for each profile.

·BLOB Health Analysis Job. This job is usually run on a weekly or daily schedule. It must be scheduled for each profile.

·Externalize/Recall/Bulk Migrate. These jobs are not normally run on a schedule but if your environment had them running on a schedule, be sure to reestablish them.

·Archiving Jobs. If any archiving jobs were setup in the 2010 farm, these must be reestablished on each profile.

·Content Migrator/Endpoint Capacity Monitor. These jobs are scheduled by default during the installation for 5 minute run intervals. If you wish a more or less frequent schedule, you may modify it on the General Settings screen.

9

IISRESET and start/stop Timer Service

It is required that an IISRESET and stop/start of the SharePoint 2013 Timer service be done on each server in the farm after the upgrade is complete.

10

Test!

Thoroughly test each profile to ensure that it is storing and retrieving content appropriately. Contact StoragePoint support if you encounter any issues.

11

Take Source Content Offline

Once the migration checks out, take the source content offline for each migrated profile:

 

For web application-scoped profile(s):

Remove Web Application(s) from Central Administration on source.

 

For content database-scoped profile(s):

Remove Content Database(s) from Central Administration on source.

Converting from EBS to RBS

The ability to convert from EBS technology to RBS technology is built into StoragePoint. This provides a degree of “future proofing” – use EBS now and convert to RBS in the future.

The process for converting a profile from EBS to RBS varies slightly depending on the profile type with the content database profile type being the most straightforward to convert.

Please keep in mind the following when considering whether to convert a profile to RBS:

·The conversion from EBS to RBS must be done on the SharePoint 2010 farm BEFORE any upgrade steps to SharePoint 2013 are done.

·RBS requires the Enterprise Edition of SQL Server 2008 or 2008 R2. It will not work with SQL Server Standard Edition.

·EBS is fully supported on SharePoint 2010. Microsoft has announced its intention to discontinue EBS in SharePoint 2013. Within StoragePoint there is no functionality difference when using EBS as opposed to RBS.

·RBS supports only content database or Web Application scope profiles. Site collection option is not available when using RBS.

·If upgrading from MOSS/WSS 2007 to SharePoint 2010, it is recommended that you continue to use EBS on both source and target until the upgrade to 2010 has been completed. After the upgrade to 2010 has been completed, check all functionality and make sure the 2010 farm is operating properly. Then, the conversion to using RBS can be performed.

 

Converting from EBS to RBS for StoragePoint Prior to 5.1.3305

This feature is only available on SharePoint 2010 for content database or web app scoped profiles. If a

profile was initially configured to use EBS, there will be a link allowing for a one-time upgrade.

 

NOTE: If the version of StoragePoint is prior to 4.1, contact Metalogix to upgrade StoragePoint.

To upgrade an EBS-based content database or web application profile to RBS, follow these steps within Central Administration:

1.On the Edit Storage Profile page, click the Upgrade from EBS to RBS link.20102013 upgrade 2
A new window will open.

2.Schedule the conversion, or leave Immediately selected. (Optional) Click Show to open the Advanced Job Settings and configure processing threads, Master/Worker setup, and completion notice information. Click Convert.20102013 upgrade 3

3.Click OK on the prompt to confirm.
20102013 upgrade 4

4.Click OK on the confirmation prompt.
20102013 upgrade 5

5.The page is returned to the profile page. Note the change to the profile scope.
20102013 upgrade 6

6.On the Job Summary page, there will be an entry for the EBS to RBS Conversion timer job.20102013 upgrade 7

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