Monday, February 14, 2011

SharePoint 2007 Common Customizations and Recommendations When Upgrading to SharePoint 2010

Because of the downtime issues, in-place upgrades are better suited for small environments. In larger environments, the downtime needed to do an in-place upgrade may be too long. In-place upgrades may also not be suited for environments with significant custom code or other customizations. One of the benefits of an in-place upgrade is that the customizations in SharePoint 2007 are maintained. However, in order for your upgrade to be successful, your custom code must run in both SharePoint 2007 and SharePoint 2010.

Table below provides list of common customizations in SharePoint 2007 and recommendations on how to deal with them when upgrading to SharePoint 2010:

Customization

Good Choice

Better Choice

Custom Web Parts

Probably work out of the box with SharePoint 2010

Test on sample server, plan to rewrite for SharePoint 2010

Custom event handlers

Probably work out of the box with SharePoint 2010

Test on sample server, plan to rewrite for SharePoint 2010

Custom Site template

Create a site with the Custom Site template before upgrade

Recreate in SharePoint 2010, preferably as a Solution package and Feature

Custom site definition

Create UDF file for upgrade

Migrate to an out-of-the-box site template and deploy customizations as a Solution package and Feature

Customized (unghosted)
pages

Reset to site definition

Reset to site definition, and reapply customizations

Custom code or pages in /_layouts

Probably work out of the box with SharePoint 2010

Test on sample server, plan to rewrite for SharePoint 2010

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