SharePoint 2007 to SharePoint 2010 Farm Migration. Phase 1 – Configuration Analysis

Introduction

In the current series I’d like to describe how to analyse the SharePoint Farm and prepare it for the SharePoint 2010 migration. We will review the following 3 sections:

1. Farm Architecture and Configuration Analysis (current)
2. User and Group Analysis
3. Farm Migration

The first and the most important step in SharePoint 2007 –>SharePoint 2010 migration is the understanding of existing SharePoint environment to get enough information to design the new Farm. 

Let’s review in details the following template that I’m using to document the farm settings and tools that allow to gather all necessary information (we don't describe search, excel and other services settings here)

1. Farm Information
   1. Farm Servers and Services
   2. Web Applications
   3. Content Database and Site Collections
   4. Alternative Access Mapping
   5. Farm Solutions
   6. Enabled Farm Features
   7. Search Settings
2. Site Information
   1. Web Parts
   2. Web.config changes
   3. Site Definitions
   4. Customized & Checked-out Items
3. Sites Topology
   1. Sites
   2. Sites Structure Diagram
   3. Site Collections with Diagrams
4. Issues

1. Farm Information

Content: This section enlists farm servers, components from the farm and general information about farm configuration (email settings)
Tools: STSADM –o “preupgradecheck” (Upgrade Planning Information section for servers and components) & Central Administration to get the mail settings

a) Farm Servers and Services

Content: table with the farm servers and assigned roles
Tool: Use the Central Administration & SharePoint Manager 2007 to get this information

b) Web Applications

Content: List of web applications and its URS
Tool: Central Administration

c) Content Database and Site Collections

Content: Table with the following info – content database name, number of sites, size, list of site collections
Tool: SharePoint Diagnostic tool for the Content DB size; Central Administration and SharePoint Administration Toolkit (Batch Site Manager Solution)

d) Alternative Access Mapping

Content: Table with AAM Internal/External URLs and Zones
Tool: “preupgradecheck” log & SharePoint Diagnostic

e) Farm Solutions

Content: Table with the installed solutions and sites where they are active
Tool: SharePoint Manager 2007 / Bamboo SharePoint Analyser

1.f) Enabled Farm Features

Content: List of enabled features on the farm level
Tool: Central Administration 

1.f) Search settings

Content: SSP settings (servers, databases name, crawling settings)
Tool: Central Administration & SharePoint Diagnostic

2. Site Information

a) Web Parts

Content: list of installed web parts
Tool: Bamboo SharePoint Analyzer

b) Web.config changes

Content: list what was changed in web.config for SharePoint sites
Tool: SharePoint Diagnostic shows web.config for each web application, but developer/admins own the knowledge about the changes

c) Customized & Checked-out Items

Content: list of customized & checked-out items
Tool: SharePoint Designer, choose Sites menu –> Reports –> Shared Content –> Customized Pages / Checked-out items

d) Used Site Templates across sites

Tool: "preupgradecheck" gives you a list where site templates are used

3. Sites Topology

a) Sites

Content: list of sites
Tool: Site Settings of the root site –> “Site hierarchy” item

a) Site Structure Diagram

Content: diagram of the root site
Tool: SWAT tool –> right mouse click on the site name and Show Site Diagram

4. Sites Topology

• Use “preupgradecheck” log to document all found issues
• use SharePoint Designer Diagnostic tab, to discover the potential issues

Tools

To get the necessary information I recommend to use the following tools:

• Bamboo SharePoint Analyser
• SharePoint Manager 2007
• STSADM –o “preupgradecheck”
• SWAT
• SharePoint Administration Toolkit - SharePoint Diagnostic tool & “Batch Site Manager Solution” feature 
• SharePoint Designer