Migrating PS 2010 to PS 2013 Walkthrough

CogsIn this post I am going to take you through the process of migrating Project Server 2010 into Project Server 2013.

Usually there are two ways of doing a migration, either an in place upgrade, where if you were particularly brave, you would take your production system and then run the installer for the new binaries on it to upgrade. I say ‘Brave’ because frequently this method of upgrade would be fraught with danger, not giving you sufficient options for dry runs or rolling back.

The other option was a database attach method, where you would build up your target environment on the new version, then migrate the databases from the old version and ‘do the upgrade’. With Project Server 2013 and SharePoint 2013, Microsoft have finally stopped supporting the in place upgrade, which in my opinion was one of the best moves ever. So for this post, we will be walking through the DB attach migration method, where we will take the four Project Server databases and the associated SharePoint content database and migrating that into Project Server 2013.

Now for the purposes of this walkthrough, I am going to assume the following:

  • You have already built a SharePoint 2013 and Project Server 2013 On Premises solution and performed the base configuration (accounts, binaries, install accounts and run the config wizard)
  • You have created a Project Server 2013 Service App in Central Administration
  • You have started the Project Service on the various servers.
  • We are only migrating the Project Server data and associated content (PWA site and project workspaces), we will not be migrating any additional SharePoint content you have in your source farm
  • You are not changing domains as you migrate the data.

Oh and most importantly, this walkthrough is for instructional purposes only, I accept no responsibility if this doesn’t work and corrupts your data. Backups and snapshots are your friends but no replacement for testing this time and time again before doing it for real.

Backup the Project Server 2010 source environment

To start with we need to back up your PS 2010 environment, ready to migrate it over to the target 2013 environment.

In SQL Server, choose to backup the four Project Server databases and the content database that holds the PWA site collection and Project workspaces. To do this, right click on the database name, choose Tasks and then Backup.

Backup Databases

Now in a real production migration scenario there are a number of other options you may need to consider, including outage notices, restricting users from accessing the system during the migration etc etc. I am not going to cover those here. This is just to give you a broad walk through of the process.

Restore the databases to the Project Server 2013 target environment

Restore the five databases backed up previously to the Project Server 2013 database server using the following method:

Right Click on the Database node and click on Restore Database…

Restore Database

Choose Device (1), select the location where the database backup files are located (2), add the backup device (3), click ok (4) and ok (5) again to commence the restore.

Restore Database - Devices

Repeat the above for each of the databases to be restored.

Once the files have been restored, ensure the databases have the correct permissions to allow the upgrade process to be performed, in my case this was granting my setup account access db_owner access.

Set Database Permissions

On the target farm, open up a SharePoint Management Shell in Administrator mode (ensure you have logged onto an account with sufficient privileges to perform the upgrade).

Test and Mount the SharePoint content database

The first step in the migration process is to mount the SharePoint content which includes the PWA site content, the Project Detail Pages, and Project Workspaces that were created under the PWA site and any custom lists or libraries you may have added.

Before doing the actual migration, 2013 provides a couple of handy PowerShell commands to ‘test’ the databases against the target environment before performing the migration. In this case, the test command will analyse the SharePoint content database and highlight any items referenced in the database that may not be present in the target environment, like missing web parts, features etc.

To run the test command, enter the following in the Management Shell prompt:

Test-SPContentDatabase -Name <databasename> –WebApplication <web application name>

(of course replacing the items in the ’s with your values). In my example I entered the following:

Test-SPContentDatabase -Name PWA_WSS_Content_80 –WebApplication http://demo2013

and received the following results:

Test-SPContentDatabase output

Here the test command has identified a number of issues in the content database including missing assemblies and in this case that the content database is a Classic mode (the default for 2010) and the target web application is in Claims mode (the new default in 2013) and provides some steps to rectify it.

Notice at the top you can also see whether the problem found would block the upgrade or is an error. The goal of this step is to test, identify and then rectify any conditions that may impact the upgrade process as you can see below, the test command can be pretty comprehensive in the info it provides.

Once you are happy that all the potential upgrade blockers have been addressed then the content database can be mounted for real with the following command:

Mount-SPContentDatabase <databasename> –WebApplication <web application name> -NoB2BSiteUpgrade

The final flag is quite important, it signifies that you are upgrading a SharePoint 2010 database to SharePoint 2013.

In my example I entered the following

Mount-SPContentDatabase PWA_WSS_Content_80 –WebApplication http://demo2013 –NoB2BSiteUpgrade

Mount-SPContentDatabase output

The mount process can take some time to complete depending on the amount of content in the database. Once its completed, all that is required is to make sure your account has access to the PWA site collection you’re upgrading using the following command:

Set–SPSite -Identity <SiteCollectionName> -SecondaryOwnerAlias <account>

You can check if this command was successful by viewing the Site Collection Administrators through Central Administration.

Site Collection Administrators

In this migration the test command identified that we were attaching the classic database to a claims based database, so it is also necessary to migrate the users in the content db to their claims equivalent. To do so, enter the following Powershell command:

(Get-SPWebApplication <web application url>).migrateUsers($true)

Migrate Classic to Claims Users

Test and Upgrade the PWA Site

Before we attach the Project databases, we need to perform the actual upgrade of the PWA site, this is not performed as part of the SharePoint content database mount above. Once again there is a handy test PowerShell command that can be leveraged:

Test-SPSite –Identity <url of the PWA Site to test>

In my case this would be:

Test-SPSite –Identity http://demo2013/pwa

which will return any errors or warning that may cause the upgrade to fail:

Test-SPSite output

Again, the goal here is to identify any errors or conditions that may cause your upgrade to fail. In this case, I only have two warnings, so I am happy to continue and upgrade the site using the following command:

Upgrade-SPSite –Identity <url of the PWA Site> –VersionUpgrade

So in my case this would be

Upgrade-SPSite -Identity http://demo2013/pwa –VersionUpgrade

Upgrade-SPSite output

The important piece here is the –VersionUpgrade flag, this ensures the PWA site will be upgraded from Project Server 2010 to Project Server 2013 and is ready for the Project databases to be attached.

Convert the Project Server Databases

With Project Server 2013, there were a number of massive changes in the infrastructure and plumbing designed improve performance and maintainability. One of these key changes was the consolidation of the number of Project Server databases, from four down to one, making it much easier to maintain multiple PWA instances and stopping the proliferation of databases that you would get with Project Server 2010.

As part of the migration, it is necessary to perform a consolidation of the Project Server 2010 databases, again using a new PowerShell command:

ConvertTo-SPProjectDatabase -WebApplication <WebApplicationName> -dbserver <DatabaseServerName> -ArchiveDBName <ArchiveDBName> -DraftDBName <DraftDBName> -PublishedDBName <PublishedDBName> -ReportingDBName <ReportingDBName> -ProjectServiceDBName <ProjectServiceDBName>

On pressing enter, you will be asked if you want to convert the databases, choose yes.

ConvertTo-SPProjectDatabase output

Once completed, checking the SQL Server will show the consolidated database, in this example the ProjectServiceDB has been created.

Under the covers, the concept of separating the various draft, published, reporting and archive data is still present, but instead of four separate databases, there is now just one database with four schemas (dbo for reporting, draft, published and ver).

ProjectServiceDB Schemas

Mount, Test and Upgrade the Project Service Database

Next we need to mount and test the freshly created Project Service Database to ensure there are no issues which may impact the database being upgraded. To do so, enter the following command:

Mount-SPProjectDatabase –Name <ProjectServiceDBName> –WebApplication <webapplicationname>

in my case this will be:

Mount-SPProjectDatabase –Name ProjectServiceDB –WebApplication http://demo2013

Mount-SPProjectDatabase Output

Once mounted, the database can be tested as follows:

Test-SPProjectDatabase -Name <ProjectServiceDBName>

in my case this will be

Test-SPProjectDatabase –Name ProjectServiceDB

This will check various aspects of the newly consolidated database, including the schema version and things like the security roles.

Test-SPProjectDatabase Output

Once you are happy there are no UpgradeBlocking errors, you can then proceed to upgrade the Project Service Database to the new 2013 schema using the following command:

Upgrade-SPProjectDatabase -Name <ProjectServiceDBName> -WebApplication <webapplication to mount against>

in my example this would be:

Upgrade-SPProjectDatabase -Name ProjectServiceDB -WebApplication http://demo2013

Upgrade-SPProjectDatabase Output

Again, this PowerShell command will modify the database, so you need to answer the confirmation prompt in the PowerShell window.

Mount, Test and Upgrade the ProjectWebInstance

Now that the PWA site collection has been upgraded, the Project Server databases consolidated and had their schemas updated (if required), the next step is to mount, test and upgrade the ProjectWebInstance. This is effectively the wiring up of PWA site collection to the Project data.

As with the other steps in the upgrade, there are three components, mounting the database so Project Server and SharePoint know about it, Testing it for potential issues and then performing the upgrade of the Project data itself.

To mount the ProjectServiceDB, enter the following PowerShell command:

Mount-SPProjectWebInstance –DatabaseName <ProjectServiceDBName> -SiteCollection <url of the PWA site>

so in my example this will be:

Mount-SPProjectWebInstance –DatabaseName ProjectServiceDB -SiteCollection http://demo2013/pwa

Mount-SPProjectWebInstance Output

The mount process shouldn’t take very long at all to complete.

To test the ProjectWebInstance, use the following PowerShell command:

Test-SPProjectWebInstance –Identity <url of the PWA site>

In my example, this would be:

Test-SPProjectWebInstance –Identity http://demo2013/pwa

Like the other test commands, the output of this command will show if there are any potential issues that would stop the ProjectWebInstance being upgraded

Detailed Test-SPProjectWebInstance output

As you can see in the screenshot above, the default output is not so useful, but it does show if there is likely to be an issue. If you want to see a little more detail and stop the unhelpful ‘…’ truncation, modify the command a little to output to a text file where you can see all the info:

Test-SPProjectWebInstance –Identity http://demo2013/pwa | Format-Table -Wrap -AutoSize | Out-File -FilePath c:\output.txt

This will result in:

image

Once you are happy with the results of the test command, we can perform the actual upgrade using the following:

Upgrade-SPProjectWebInstance -Identity <Url of the PWA site>

in my example this would be:

Upgrade-SPProjectWebInstance -Identity http://demo2013/pwa

Upgrade-SPProjectWebInstance output

You will be prompted if you want to perform the upgrade, answer yes. When the prompt comes back you are nearly there.

Finally, now that all of the various databases have been successfully upgraded and wired up, all that is required to do is to make sure the PWA features have been activated in the PWA site (things like . To do so, enter the following command:

Enable-SPFeature -Identity pwasite –URL <url of the PWA site>

in my example this would be:

Enable-SPFeature -Identity pwasite –URL http://demo2013/pwa

And that’s the primary content migration completed.

But we’re not there just yet….

Now that all of the various databases have been migrated, tested, upgraded and wired up, just like in Project Server 2010, there are a few post migration tasks you will need to perform.

In all the migrations I have done from 2010, the first task post migration is to ensure the administrator account of the PWA site we have just migrated is correct. To check this, in Central Administration go to the Manage Service Apps and choose your Project Server Service App. In my case I saw something like the following showing that the Provisioning had yet to be completed successfully, even though I had completed all the steps above.

Manage Project Web Apps - Warning

Open the context menu and choose edit, the properties for the PWA instance will be shown.

Edit Project Web App - Change Administrator

Here you can see the administrator account is incorrect and still showing the admin account of the source 2010 environment.  The fix is really simple, enter your target administrator account details and press Edit. After a little churning and ‘Waiting for Resources’ you should see the following and can now get into your PWA instance.

Manage Project Web Apps - Provisioned

The last thing you will need to do is to perform a bulk update of the Project Sites to reassociate with the target server name and to set up the various content types.

To access the Bulk Update Connected Project Sites feature (as it has been renamed in 2013), choose to Manage the Project Web App we just migrated in the Manage Project Web Apps screen above, this will bring up the instance settings for configuration.

Manage PWA Settings

Click on Bulk Update Connected SharePoint Sites and select the site paths and most importantly the ‘Update Content Types’ and ‘Synchronize site Permissions’ options and click on Update.

Bulk Update Connected SharePoint Sites

And that’s it…

All being well you will now have a fully working migrated Project Server 2013 instance, with all the data you had in 2010 successfully migrated over into 2013.

Completed PWA Migration

Of course, in the real world it won’t be this plain sailing, there will be missing features and web parts that you will either have to deactivate or remove, there may be multiple content db’s for your SharePoint content or you may run into errors because you missed or skipped a step. My advice, as always is to test your migration, test it several times and then test it again.

In the next few posts, I will look at some other common migration  scenarios, including porting your data between a Production and Dev/Test 2013 environment, migrating data between environments of different patch levels and taking a look at some common errors you may run into during all of these, and how you can fix them.

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11 thoughts on “Migrating PS 2010 to PS 2013 Walkthrough

  1. Hi Alex,

    Thanks for this great post. Do you have any recommendations on data validation after migration just to make sure that the data is fully & accurately migrated?

    Regards
    Gan

    • Hi!

      Absolutely, great comment. As with any data migration process, the process is not completed until you have 100% validated the data is intact.

      I have done a number of migrations / upgrades from 2007/2010 where we have run before / after reports against database contents (not super reliable, but not bad for checking purposes), before / after business reports (remember the Reporting db hasn’t changed between 10 / 13) to verify data and always do some smoke testing of all the capabilities (resource, projects, portfolio analysis, timesheets etc) and dig into a couple of key projects and their associated workspaces.

      I would also look at getting project managers / owners to do some form of validation of their projects.

      Sounds like there may be another blog post in there ;)

      Alex.

  2. Hi Alex,

    Thank you for the great post.

    I ran through these steps and the migration seemed successful, but after I finished all the steps I opened the Project Web app and I received a blank white page (This is when I sign in with an authenticated user, when I sign in with user that doesn’t have permissions I get “Access required” page), I tried accessing other pages through the URL and I also got blank pages.

    Both “Project Server 2010” Farm and the “Project Server 2013” Farm in my environment consists of 1 Web Server and 1 Database Server.
    Both farms are in the same domain. and I’m using the same accounts for the migration(SP.Admin for setup, SP.Farm for Farm account).

    I then opened the site using the SharePoint Designer 2013, it seemed to contain all sites and content of the migrated site. I then noticed that the “Master pages” link is missing.

    I’m not sure if the “Master Pages” are missing from this Project web app or if they are there but I don’t have permissions to view it.
    I’ll appreciate any insight you can provide .

  3. I signed to the designer with the farm account and now I can see the Master Pages link but it seems to be missing several pages .

  4. I think it has something to do with permissions, Is there a way to make sure I migrated all the required permissions correctly

  5. Hi,
    after migration i’ve done the Bulk Update but after this, only some project is connected to the relative site in the Connected SharePoint Sites. I can fix it with the function “Edit Site Address” (the site exist) inserting the site path.
    Do you know why this could happen?

  6. It really is a great post! Thank you! After migration, I compared the permissions on PWA site in 2010 and 2013, and … Almost all the users and groups are gone in 2013. I realized that only the profiles of the administrators group in 2010 can normally access the PWA 2013. In my scenario, a new domain was created, but with the same name. All users have been migrated from Active Directory 2008 to AD* 2012. Any idea?

  7. Hi Alex,
    Thank you for your post, it’s realy good.
    I have migrate an PS 2010 to PS 2013 and I have a problem because I want move domain of all users in PWA.
    I have used an Move-SPUser to change domain “oldDomain\Login” to “newDomain\Login” but users are moved on SharePoint but not to Project Server… Have you got any idea on a command to synchronize SharePoint users to Project ?

  8. hi
    please help me
    when I’m Migrating PS 2010 to PS 2013
    I got stuck in Convert the Project Server Databases
    Error:Convertto-SPProjectDatabase : Database validation failed. Reason:
    DatabaseInUse.
    At line:1 char:1
    + Convertto-SPProjectDatabase -WebApplication http://sp -Dbserver Spdb
    -ArchiveDbn …

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