26 March, 2013

SharePoint 2010 upgrade checklist: Part 3

Below are some more upgrade checklist as shared in the Part 1 and Part 2

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?

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.

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?