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SharePoint Feature and Solution upgrading

SharePoint Feature and Solution upgrading. Bram de Jager | Lead SharePoint Developer | Macaw. About Bram. Lead SharePoint developer / architect for Information Worker Solutions center of Macaw Started with SharePoint 2003

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SharePoint Feature and Solution upgrading

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  1. SharePoint Feature and Solution upgrading Bram de Jager | Lead SharePoint Developer | Macaw

  2. About Bram • Lead SharePoint developer / architect for Information Worker Solutions center of Macaw • Started with SharePoint 2003 • Worked on projects for Shell, HogeschoolINHolland, Library of Rotterdam and Univé. • Contact • http://bramdejager.wordpress.com • @bramdejager • bram.de.jager@macaw.nl

  3. Agenda • Basics • Solution Upgrade • Feature Upgrade • Summary

  4. Why? • Creating / updating a content type in 1 site collection is easy • But having 20 site collections and 10 content types changes the game

  5. When to use a feature? • Isolated/ autonomous piece of functionality • Distributed deployment • Scoping where XML or custom code runs

  6. Initial build (trade-off) • Custom code vs. XML • Code: • Ability to DEBUG • More control • Upgrade artifact requires code • XML: • Site definitions, list template, delegate controls, custom actions…

  7. How was it done in 2007? • Solution deployment: deploy and retract • Upgrade was supported but did not install new features • Feature events: (un)install and (de)activate • No upgrade support, you would deactivate and active the feature to trigger any logic

  8. Deployment life-cycle

  9. Create solution with choice field, deploy via PowerShell Demo

  10. SharePoint Feature and Solution Upgrading Solution Upgrade

  11. Farm vs. User solutions • Farm solutions supports granular upgrade • User solutions will automatically upgrade all features to the latest version

  12. Farm solution upgrade • Update-SPSolution–Identity DevDays.wsp –LiteralPath C:\DevDays.wsp –GACDeployment • Farm wide • psconfig -cmd upgrade -inplaceb2b • Granular • QueryFeatures() & Feature.Upgrade()

  13. Granular upgrade • QueryFeatures() • GuidfeatureId • GuidfeatureId, boolneedsUpgrade • GuidfeatureId, Version featureVersion • SPFeatureScopescope, boolneedsUpgrade • Available for SPWebService (farm), SPWebApplication, SPContentDatabase, SPSite • Feature.Upgrade()

  14. Upgrade life-cycle

  15. Replacement or Update • Retract & Deploy • Only on initial deployment! • Replaces all feature instances with definition • Does not trigger upgrade actions • No feature upgrade possible! • Update • On new version of the solution • Deploys to file system • Doesn’t trigger install for new feature :-S

  16. User solution upgrade • Upload new solution package in Solution Gallery • Press Upgrade button • Solution and features are upgraded • It’s all or nothing

  17. SharePoint Feature and Solution Upgrading Feature Upgrade

  18. Versioning • Version attribute • On activation a feature instance is created • Deploy new version, feature definition gets updated • Easy tracking of feature definition and associated feature instances

  19. Feature Upgrade • Upgrade according to upgrade actions • Based on VersionRange with Begin & End versions • Actions for 0.0.0.0 – 0.9.9.9 • Other actions for 1.0.0.0 – 1.9.9.9

  20. Multiple versions scenario • v1.0.0.0 • Create Contacts list instance • v2.0.0.0 • Add creation Events list instance • v3.0.0.0 • Add creation Issues list instance

  21. Site A Site B Site C Feature DevDays v1.0.0.0 Feature DevDays v1.0.0.0 Feature DevDays v2.0.0.0 Feature DevDays v3.0.0.0 Feature DevDays v2.0.0.0 Feature DevDays v3.0.0.0 Feature DevDays v3.0.0.0 Feature DevDays v3.0.0.0 DevDays.wsp DevDays.wsp DevDays.wsp

  22. Dependencies • Child-child element of feature.xml • <ActivationDependency> element • New MinimumVersionattribute

  23. UIVersion attribute • New UIVersionattribute of feature.xml • Specifies UI version for this feature with operators (=, <, >, <=, >=, ;) • Based on SPWeb.UIVersion (3 or 4) • Example: Ribbon custom actions

  24. Declarative upgrade actions • New child element in feature.xml • <UpgradeActions> element • <VersionRange> • <ApplyElementManifest> • <AddContentTypeField> • <MapFile>

  25. Versioning scenario Demo

  26. CustomUpgradeAction • Child element of <UpgradeActions> • <CustomUpgradeAction> • New feature receiver FeatureUpgrading() • Support for parameters

  27. Adding field to content type, copy contents, hide old field Demo

  28. SharePoint Feature and Solution Upgrading Summary

  29. Upgrade approach • Solution update instead of retract/deploy • New feature • Staple to existing site definition for new sites • Script activation on existing sites • Upgrade existing feature • Farm wide or granular upgrade

  30. Gotchas • BeginVersioninclusivebut EndVersionnot • Solution upgrade does not trigger (un)install event feature • When adding new feature after initial deployment, no (un)install event. Manual Install-SPFeature. • Quit PowerShell when building (out of sync) • Enable ULS logging, change setting to Verbose • Feature Infrastructure, Fields, General

  31. SharePoint Feature and Solution Upgrading Q&A

  32. Resources • MSDN – Packaging and Deployment • Chris O’Brien “Nuts andBolts”-blog

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