The SharePoint Upgrade Trap

SharePoint 2007 migrations are simple enough, but beware of hidden dangers. Here's a look at some of the more common upgrade and migration problems.

When I think about the process of migrating from SharePoint 2003 to SharePoint 2007, the phrase "deceptively simple" comes to mind. Microsoft gives you the option of either performing an in-place upgrade or a migration. If you choose the in-place upgrade option, all you have to do is insert an installation disk, answer a basic question or two, click Next a few times, and you're good to go.

Simple, right? So why qualify the process as deceptively simple? Well, there's a lot that can go wrong. Let's look a bit more closely at some of the caveats to the upgrade or migration process and what you can do to avoid some common problems.

Upgrade Paths
The first thing that you need to know about the upgrade process is that not every version of SharePoint can be directly upgraded. SharePoint 2007 supports in-place upgrades from SharePoint 2003 and Windows SharePoint Services 3.0.

If you are running Windows SharePoint Services 2.0, then the easiest way to upgrade is to upgrade to Windows SharePoint Services 3.0, and then to SharePoint 2007. Microsoft offers a full upgrade toolkit that can help you to upgrade from Windows SharePoint Services 2.0 to 3.0. You can download this toolkit here.

If you happen to be running Microsoft Content Management Server 2002, then you will not be able to do an in-place upgrade, but you can migrate the server's content.

What Could Go Wrong?
So if an upgrade or migration is so easy, what could possibly go wrong? Even though Microsoft has thoroughly tested the upgrade and migration features, they have no way of knowing about any custom code that you might be running. The migration or upgrade process works really well if you are using only stock Web parts, but things become a bit sketchy when you start introducing customizations.

One classic example of this is that if you use a tool such as Microsoft FrontPage to customize a SharePoint site, that site is said to be unghosted. What this means is that when the migration completes, the site will still retain some of the look and feel of the SharePoint 2003 site, because Setup doesn't know how to convert Web parts that do not comply with some default parameters. Fortunately, Microsoft does provide administrators with a way to return a site to a ghosted status once the migration is complete.

Path of Most Resistance
As you can see, the upgrade or migration process is not always as easy as you might at first be lead to believe. That being the case, I strongly recommend performing a trial upgrade or a trial migration. That way, you can find out about any potential issues ahead of time, without affecting your production servers.

The easiest way of performing a trial upgrade or a trial migration is to get a couple of high-end PCs that you can temporarily configure as servers. Once you have these PCs in place, you can place them on an isolated network and then restore your SharePoint backups to them.

Using an isolated network is important -- you don't want your trial migration to impact your production network in any way. The down side to using an isolated network segment is that you will need to set up at least one domain controller and at least one DNS server on it.

One of the easiest ways to bring an infrastructure server onto your isolated network segment is to install a trial version of Windows Server onto a PC and then use DCPROMO to promote it to a domain controller. Once you have done that, then you can physically remove the new domain controller from your production network, and then attach it to your isolated segment. You will then need to seize the operations master roles and configure the domain controller to act as a DNS server.

Keep in mind that because you have seized the operations master roles, you won't be able to plug the domain controller back into your production network. That being the case, you will need to use the Active Directory Users and Computers console to remove the references to your new domain controller from your Active Directory.

It's a lot of work to get the SharePoint server and the domain controller in place for a trial migration or upgrade. The nice thing about using this method though, is that it allows you to get an accurate feel for how the transitioning process will go when you eventually try it on your production network.

Keep in mind that even if it appears that your trial migration or upgrade was successful, you need to have some of your power users log into your isolated network and interact with your SharePoint site in the same way that they do on the production network. Having experienced users to thoroughly test the post-migration lab network is the only way that you will be able to tell for sure whether or not there were problems with the migration process.

A Simple Plan
Unfortunately, if you have created any custom Web parts, made customizations to existing Web parts, or purchased any third party SharePoint add-ons, then there is no way of knowing exactly what is going to happen during the upgrade or migration process. That's why it is so important to thoroughly test your migration plan before you attempt to upgrade or migrate your production servers.

Source:- rcpmag.com/

Microsoft Office SharePoint Server 2007

Microsoft Office SharePoint Server 2007 is an integrated suite of server capabilities that can help improve organizational effectiveness by providing comprehensive content management and enterprise search, accelerating shared business processes, and facilitating information-sharing across boundaries for better business insight. Office SharePoint Server 2007 supports all intranet, extranet, and Web applications across an enterprise within one integrated platform, instead of relying on separate fragmented systems. Additionally, this collaboration and content management server provides IT professionals and developers with the platform and tools they need for server administration, application extensibility, and interoperability.

Manage content and processes

Simplify compliance efforts and keep business information more secure through a comprehensive set of tools to manage and control electronic content. Streamline the everyday business processes that are a drain on organizational productivity by using electronic forms and out-of-the-box workflow processes that users can initiate, track, and participate in through familiar Microsoft Office applications, e-mail, or Web browsers.

* Control documents through detailed, extensible policy management. Define customized document management policies to control access rights at a per-item level, specify retention period and expiration actions, and track content through document-auditing settings. Policy integration with familiar client applications makes compliance transparent and easy for employees. Integration with Information Rights Management helps ensure that proprietary and confidential information is better protected even if it is not connected to a server.
* Centrally store, manage, and access documents across the enterprise. Organizations can store and organize all business documents and content in one central location, and users have a consistent mechanism to navigate and find relevant information. Default repository settings can be modified to add workflow, define retention policies, and add new templates and content types.
* Simplify Web content management. Provide easy-to-use functionality to create, approve, and publish Web content. Master Pages and Page Layouts provide reusable templates for a consistent look and feel. New functionality enables enterprises to publish content from one area to another (for example, from a collaborative site to a portal), or to cost-effectively manage multilingual delivery of content on multiple intranet, extranet, and Internet sites.
* Extend business processes across the organization. Forms Services–driven solutions make it possible to more securely and accurately collect information both inside and outside the organization without coding any custom applications. This information can then be integrated easily into line-of-business systems, stored in document libraries, used to start workflow processes, or submitted to Web services, thus avoiding duplicate effort and costly errors resulting from manual data entry.
* Streamline everyday business activities. Take advantage of workflows to automate and gain more visibility into common business activities such as document review and approval, issue tracking, and signature collection. Integration with familiar Microsoft Office client applications, e-mail, and Web browsers simplifies the user experience. Organizations can easily modify the out-of-the-box processes or define their own processes using familiar Microsoft tools such as Microsoft Office SharePoint Designer 2007 (the next generation Microsoft Office FrontPage) or Microsoft Visual Studio development system.

source:- office.microsoft.com/

Microsoft SharePoint gets search, file sharing features

Data capture vendor Captaris and security software developer Epok have developed add-ons to Microsoft's SharePoint Server 2007 that let users search on document images and securely extend file creation and sharing across corporate boundaries.

Captaris, best known for its RightFax software for distributing faxes, recently introduced the TIFF iFilter for Microsoft Office SharePoint Server 2007.

The iFilter takes an image, scans it using optical character recognition (OCR) technology, and then stores it in SharePoint along with all its meta data. The resulting file is then available for discovery by SharePoint’s search engine.

IFilter components are used by Microsoft Indexing Service and other Microsoft Search-based products, such as SharePoint Portal Server, Windows SharePoint Services, Exchange Full Text Search and SQL Server FTS.

Captaris, which is in the process of being acquired by OpenText, thinks paper-centric industries benefit the most from its TIFF iFilter such as insurance, governments, health care and financial services.

The iFilter supports Windows Server 2003 and 2008 and works on both 32- and 64-bit versions of the Windows OS, SharePoint Server, and SQL Server.

The Captaris TIFF iFilter comes in three editions: Standard (for two core systems), Pro (four core systems) and Enterprise (unlimited cores).

Standard is priced starting at $299. Pro starts at $499, and Enterprise pricing will be announced before the end of the year.

SharePoint is Microsoft’s fastest growing enterprise software in its history and the company counts 100 million licenses and more than a $1 billion in revenue, according to figures released this summer. The platform also is attracting third-party vendors driven to plug some of the gaps in the platform.

Earlier versions of SharePoint had support for TIFF images, but it was dropped in the 2007 version of SharePoint. Microsoft released a Filter Pack for SharePoint in Dec. 2007, and specifically made apologies for the absence of the TIFF filter in the release.

Experts have also said that SharePoint has gaps in its access control story.

Epok in particular is attacking that need with an update to its cross-organization access management software called Epok Edition for SharePoint version 2.4. The platform extends user authentication to a company’s partners.

The 2.4 version breaks the restriction that only a user within a SharePoint domain can use Microsoft Office to create, edit, and then save documents directly into SharePoint.

Epok extends that capability to any Office user in any domain as long as they have the needed access rights.

The upgrades also include a reporting system that can show such facts as who has access to a document and when the document expires. And a mouse over feature on user icons shows additional access details and expiration dates.

Epok can automatically enforce those expiration data on a user’s access to certain documents while maintaining the user’s overall access rights.

“SharePoint is creating a control problem and what we see is a huge demand wave for extranet access,” says Nigel Simmons, vice president of product management.

Epok also takes maintenance of permissions for access controls out of the hands of IT and put them in the hands of business users.

In addition, the system can be configured to require users to view and/or acknowledge certain contractual obligations related to data such as non-disclosure agreements.

The Epok Edition for SharePoint version 2.4 is priced at $25,000 per server.

Source:- networkworld.com/

Small Business Server 2008 Hits Metal

Microsoft released Windows Small Business Server 2008 (SBS 2008) to hardware manufacturers, with an eye toward achieving a full product launch on November 12. The release was slightly ahead of the September RTM date predicted at the July Microsoft Worldwide Partner Conference in Houston.

The new server offering is part of the Microsoft Windows Essential Business Server 2008 product line. It's an integrated server offering that encompasses a number of Microsoft technologies, including Windows Server 2008, Exchange Server 2007 and SharePoint Services 3.0. It also includes security and online apps.

SBS 2008 will be sold in two editions, Standard and Premium. The Premium Edition adds a second Windows Server 2008 to the mix, plus a copy of SQL Server 2008.

Microsoft produced the Premium Edition to meet the line-of-business demands of customers and partners, explained Joel Sider, senior product manager of Microsoft's Windows Essential Server Solutions, in a July interview.

SBS 2008 is designed for businesses with up to 75 users and perhaps little to no internal IT support. Microsoft's large community of partners will play a big role in providing support for the product.

SBS 2008, formerly code-named "Cougar," is essentially new technology. It was "rebuilt from the ground up," according to Microsoft's official blog. Microsoft's earlier product, SBS 2003 R2, is about six years old and based on 32-bit technology.

When released in the fall, SBS 2008 will be available only as 64-bit technology. Microsoft is claiming a number of improvements in the product, including easier setup and administration, faster backups, improved remote access, and more flexible licensing. Each edition of SBS will include five Client Access Licenses (CALs). Customers can buy additional CALs, as needed, when they add users or device connections to SBS 2008.

Source:- redmondmag.com/