Component
|
Recommendations
|
People and Asset Picker
|
|
Verify that People picker works as it did in SP2007 farm
|
|
Verify that Asset picker works as it did in SP2007 farm
|
|
Web Parts
|
|
Do all the Web Parts from your original site appear in your upgraded
site?
|
If a Web Part zone exists in a customized page, but not in the site
definition, the Web Parts from that Web Part zone may have been moved into
the bottom zone on the page during the upgrade.
|
Either in Edit Mode for the page in the browser or in Microsoft
SharePoint Designer 2010, look for missing Web Parts in the bottom zone or
other zones, or check to see whether the Web Parts have been closed. For more
information about how to work with Web Parts and Web Part zones in SharePoint
Designer 2010, see the SharePoint Designer Help system.
|
|
Are the Web Parts displayed correctly (in the correct zone, location
and size) ?
|
Either in Edit Mode for the page in the browser or in SharePoint
Designer 2010, drag the Web Part into the correct zone or modify the Web Part
properties to correct any sizing or positioning problems.
|
Are there any extra or missing Web Parts?
|
Open the page either in Edit Mode for the page in the browser or in
SharePoint Designer 2010. If you see extra Web Parts on your page, look for
closed or inactive Web Parts on the original version of the page. Were the
closed or inactive Web Parts opened by the upgrade process? If so, you can
modify the Web Part properties to close these Web Parts.
|
If Web Parts are missing, look for errors in SharePoint Designer 2010
such as "Error Rendering Control" or "Missing Assembly."
These errors indicate that the Web Part was not installed or was configured
incorrectly for the new environment and must be reinstalled or reconfigured.
|
|
Do the Web Parts work correctly?
|
Open the page either in Edit Mode for the page in the browser or in
SharePoint Designer 2010, and look for errors that indicate that a component
or service is missing. Make sure that any components or services that the Web
Parts rely on exist in the upgraded site. Particularly for the database
attach upgrade approach, you must make sure that you have installed all the
components or services that you must have for your Web Parts, and that you
have configured them correctly (for example, you have configured the
Web.config Safe Controls list).
|
Update and redeploy any Web Parts that exist but no longer function
correctly.
|
|
Are any Web Parts pages still checked out?
|
If you check out a page to make changes, make sure that you check in
the page again.
|
Are your Excel Web Access Web Parts working correctly? Did you
re-create your connections correctly? Are external data sources still
working?
|
Verify all connections and external data sources.
|
Large Lists
|
|
Check any large lists, and have the site owner or list owner address
the issue
|
For example, create indexed columns with filtered views, organize
items into folders, set an item limit on the page for a large view, or use an
external list….
|
Style and appearance
|
|
Are all images on your pages displayed correctly?
|
Fix the links
|
Are the appropriate cascading style sheet colors and styles used in
the appropriate location?
|
Fix links to the cascading style sheet file.
|
Verify link to master page.
|
|
Scripted controls not working?
|
Fix links to the controls.
|
Pages displayed correctly in web browsers?
|
Check scripts/links and move HTML to XHTML mode.
|
Permissions
|
|
Appropriate people and groups still have the correct level of
permissions?
|
Check:
|
a. Sites
|
|
a. Pages
|
|
a. Lists
|
|
a. Items
|
|
Use "check permissions" button on the ribbon
|
|
Does SharePoint Groups exists in
|
Does SharePoint Groups works , AD Security group works.
|
Customizations
|
|
Customizations still in correct locations?
|
|
Can you still access the editing controls on the pages?
|
|
Are your customizations still appropriate in the new environment, or
do you want to update to the new functionality and look?
|
If you want the new functionality and features, you must reset any
customized pages to use the template. Use the Reset to Template command in
SharePoint Designer to reset the page to the default version . After you have
restored it, you can then reapply your customizations in the browser by
applying a different master page, or by reapplying the customizations in
SharePoint Designer.
|
Are any pages still checked out?
|
Make sure you check in the page again, after changes were made.
|
Code
|
|
Timer jobs
|
Test any timer job deployed at the farm, web app, site collection, or
site level in the new environment.
|
Workflows
|
Create instances of all workflows and validate the status
|
Server Controls
|
Test any server controls
|
Event Receivers
|
Test any even t receivers deployed at the site collection, web, list,
field, item, and workflow in the new environment.
|
Permissions
|
|
Check for limited access, read, contribute, design, and full control
permissions
|
|
Check for Full Control, Full Read, Deny Write, and Deny All
permissions. And if any custom permission level was created as well.
|
|
Web services
|
|
Check existing javaScript call to web service (asmx)
|
|
New code to test client.svc and listdata.svc
|
|
Email enabled lists
|
|
Document uploaded to doc library?
|
|
Settings from '07 environment preserved?
|
|
Alerts
|
|
Existing alerts properly working?
|
|
Can new alerts be created/deleted?
|
|
BB browser access
|
|
Can site be accessed from BB browser?
|
|
Recycle Bin
|
|
Basic functionality works? Delete a document, is it in the recycle
bin?
|
|
Can administrator delete from first and second stage recycle bin?
|
|
Auditing
|
|
Audit reports available?
|
|
Settings from '07 environment preserved?
|
|
Manage content structure
|
|
All existing reports available?
|
|
Functionality available?
|
|
Outlook sync
|
|
Are docs being sync'ed?
|
|
SharePoint Designer
|
|
Can SPD be enabled and disabled?
|
|
CRUD operations on sites
|
|
Create a site
|
|
Delete a site
|
|
Modify a site
|
|
CRUD operations on document library
|
|
Create a document
|
|
Delete a document
|
|
Edit/Modify a document
|
|
CRUD operations on lists
|
|
Create a list
|
|
Delete a list
|
|
Create a list item
|
|
Delete a list item
|
|
Edit a list
|
|
Edit a list item
|
|
Backup/restore
|
|
Backup working?
|
|
Restore working?
|
|
Sites and lists export/import
|
|
Site export working properly?
|
|
Site import working properly?
|
|
List export working properly?
|
|
List import working properly?
|
26 March, 2013
SharePoint 2010 upgrade checklist: Part 3
Location:
Mumbai, Maharashtra, India
SharePoint 2010 Upgrade checklist: Part 2
Below are some more upgrade checklist as shared in the Part 1:
Search
|
Run
a crawl, and review the log files.
|
Run
search queries, and verify that the queries work as expected and provide
appropriate results. Twenty-four hours later, view the query reports and look
for issues.
|
Search
for people and profiles.
|
Check
any Search customizations to make sure that they work as expected.
|
My
Site Web sites
|
Are
all the Web Parts working?
|
Are
all features associated with the My Site Web sites working?
|
Can
users access the sites, or are they seeing "Access Denied" errors?
|
If
the My Site host that they are visiting is not the default My Site host, they
may see this error. Check that the service application and proxy associations
are correct, and then check that the My Site host is referenced correctly in
the User Profile service application. Reset Internet Information Services
(IIS) to apply any changes.
|
User
Profile, InfoPath and Excel Services
|
Are
they configured correctly?
|
Are
the service application proxies configured the way that you want?
|
Do
you have to create new connections between farms?
|
Make
sure that all existing content such as documents are accessible in the
upgraded Personal site.
|
Check
all services have administrator permissions or reapply as needed.
|
For
Excel Services, if using SSS (Secure Store Service) create a new unattended
service account to interact with Excel Services.
|
For
InfoPath Forms Services, update any links that are used in the upgraded form
templates by using the Update-SPInfoPathAdminFileURL.
|
Location:
Mumbai, Maharashtra, India
SharePoint 2010 upgrade checklist.
Some time you may
wonder after upgrade, one should have a check list handy to test if the all OOB
functionalities are working fine. Below listed are some of the Server and Site
level checklist you can perform in your environment.
Data Access ( on Lists and
Sites)
|
|
CRUD Operations on Standard
Features
|
|
Blogs
|
|
Discussion Forums
|
|
Wikis
|
|
Calendar View
|
|
Surveys
|
|
Sites and Workspaces
|
|
All sites load?
|
|
Create/Edit/Delete a Site
|
|
OOTB Components
|
|
Workflows on List/Libraries
|
|
Large Lists
|
|
Check lists with more than 8 lookup values
|
|
Check any large lists
|
|
Email enabled lists
|
|
Document uploaded to doc library?
|
|
Settings from '07 environment preserved?
|
|
Alerts
|
|
Existing alerts properly working?
|
|
Can new alerts be created/deleted?
|
|
UI and Navigation on
Publishing Pages
|
|
Style and appearance of
Publishing page (e.g. Home Page of site)
|
|
Are all images on your pages displayed correctly?
|
|
Are the appropriate cascading style sheet colors and
styles used in the appropriate location?
|
|
Scripted controls working?
|
|
Pages displayed correctly in web browsers?
|
|
OOTB Web Parts
|
|
Do all the Web Parts from your original site appear
in your upgraded site?
|
|
Are the Web Parts displayed correctly (in the
correct zone, location and size) ?
|
|
Are there any extra or missing Web Parts?
|
|
Do the Web Parts work correctly?
|
|
Are your Excel Web Access Web Parts working
correctly? Did you re-create your connections correctly? Are external data
sources still working?
|
|
KPI Web Parts
|
|
Do all the Web Parts from your original site appear
in your upgraded site?
|
|
Are the Web Parts displayed correctly (in the
correct zone, location and size) ?
|
|
Are there any extra or missing Web Parts?
|
|
Do the Web Parts work correctly?
|
|
Is all the information being pulled from the right data source?
|
|
Is the information accurate and correct according to
the input values?
|
|
Navigation
|
|
List Navigation
|
|
Quick launch
|
|
Breadcrumb
|
|
Navigate Up
|
|
Tree
|
|
Top Link Bar
|
|
All Site Content
|
|
Customizations & Integration
with Other System
|
|
Customizations
|
|
Customizations still in correct locations?
|
|
Can you still access the editing controls on the
pages?
|
|
Are any pages still checked out?
|
|
People and Asset Picker
|
|
Verify that People picker works as it did in SP2007
farm
|
|
Verify that Asset picker works as it did in SP2007
farm
|
|
Site Administration
|
|
Recycle Bin
|
|
Basic functionality works? Delete a document, is it
in the recycle bin?
|
|
Can administrator delete from first and second stage
recycle bin?
|
Location:
Mumbai, Maharashtra, India
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