Tuesday, March 26, 2013

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?

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