The finer details of a Skype for Business In-Place Upgrade

November 16, 2016

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The in-place upgrade feature allows you to upgrade your Lync 2013 servers to Skype for Business without the need to build and migrate as in previous versions. I have successfully used this method numerous times now, and have been surprised with how easy and reliable it is, providing you following a well thought out plan; trouble is, there is a lack of detail in the official documentation to aid you in this. This article supplements my in-place upgrade guide, details my process, and fills in some gaps.

First things first, take a backup!

If things go wrong you’re going to need a backup. The only way to do this easily and correctly, is by using Lasse Wedø’s back script which you can download here.

Make sure your environment is healthy

Check your “Lync Server” event logs for anything out of the ordinary
Make sure all your Lync services are running
Check that replication is up to date:

PowerShell

Get-CsManagementStoreReplicationStatus | FT

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Get-CsManagementStoreReplicationStatus | FT
If you have pool pairing enabled, check that its in a healthy state:

PowerShell

(Get-CsBackupServiceStatus -PoolFqdn <PoolFQDN>).BackupModules

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(Get-CsBackupServiceStatus -PoolFqdn <PoolFQDN>).BackupModules
If you are upgrading an Enterprise Edition pool, check the fabric state:

PowerShell

Get-CsPoolFabricState -PoolFqdn <PoolFQDN>

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Get-CsPoolFabricState -PoolFqdn <PoolFQDN>

Take note of the CMS master

Microsoft recommends upgrading from the inside out; meaning Front End servers first, other internal servers, then Edge servers. They also recommend that the CMS is upgraded last, however that is not strictly required, and you could upgrade this while still having Lync 2013 servers in the mix. In any case you’ll want to take note of the pool that hosts the CMS. You can check this using the following command:

Get-CsManagementStoreReplicationStatus -CentralManagementStoreStatus

1	Get-CsManagementStoreReplicationStatus -CentralManagementStoreStatus

When it comes time to upgrading the pool owning the CMS, you might actually want to move it another pool so that it stays online while you are performing the upgrade. You don’t want the CMS offline for too long, as this will cause clients to go in to limited functionality mode after 20 minutes by default.

Keep things online while you upgrade

If you have the luxury of a multiple pool deployment, you can shuffle users and services around so you can keep them online while you upgrade. Most commonly you’ll want to move your users, conference directories and Response Groups.

Other things to take note of

Check your Kerboros configuration – if you are using Kerboros, you’ll need to re-create the account after the upgrade
After the upgrade is complete, apply the latest Cumulative Update, and don’t forget to apply the database updates as per the release notes!
Skype for Business now includes a call quality monitor that prompts users to rate their call – this is on by default in Skype for Business. Let your users know, or turn this off by policy:

PowerShell

Set-CsClientPolicy -RateMyCallDisplayPercentage 0

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Set-CsClientPolicy -RateMyCallDisplayPercentage 0
If you are running the Lync 2013/Skype for Business 2015 client, you have two skin options. You can control this by policy, but by default in Skype for Business, users will see the Skype for Business look and feel. Notify your users of this change, or change this default:

PowerShell

Set-CsClientPolicy -EnableSkypeUI $false

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Set-CsClientPolicy -EnableSkypeUI $false
Skype for Business no longer uses the Company_Phone_Number_Normalization_Rules.txt file to normalise numbers from AD to the Address Book. Instead this has move to PowerShell, and you can import the existing rules from this file using PowerShell e.g:

PowerShell

Import-CsCompanyPhoneNormalizationRules -Filename \\<LyncShare>\2-WebServices-71\ABFiles\Company_Phone_Number_Normalization_Rules.txt -Identity Global

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Import-CsCompanyPhoneNormalizationRules -Filename \\<LyncShare>\2-WebServices-71\ABFiles\Company_Phone_Number_Normalization_Rules.txt -Identity Global

Make your life easy by scripting

Using scripts will drastically reduce the amount of time it takes to complete an online upgrade. Here are some examples to get you started; make sure you understand what these do, and customise them to suit your needs – dont just run them!

Set some common variables

These common variables are used throughout the following examples.

$PoolToBeUpgraded = "<pooltoupgrade.domain.com>" #the pool that is to be upgraded
$TempPool = "<temppool.domain.com>" #where you will temporarily move users
$WorkingDirectory = "E:\SfB Upgrade Exports" #working directory to save backups and files required

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$PoolToBeUpgraded = "<pooltoupgrade.domain.com>" #the pool that is to be upgraded

$TempPool = "<temppool.domain.com>" #where you will temporarily move users

$WorkingDirectory = "E:\SfB Upgrade Exports" #working directory to save backups and files required

Take a record of users on the pool to be upgraded

#Get users on pool to be upgraded
Get-CsUser | Where {$_.RegistrarPool.ToString() -eq $PoolToBeUpgraded} | Select DisplayName, SipAddress, RegistrarPool | Export-Csv "$WorkingDirectory\$PoolToBeUpgraded`_Users_Before_Move.csv" -NoTypeInformation

1 2	#Get users on pool to be upgraded Get-CsUser \| Where {$_.RegistrarPool.ToString() -eq $PoolToBeUpgraded} \| Select DisplayName, SipAddress, RegistrarPool \| Export-Csv "$WorkingDirectory\$PoolToBeUpgraded`_Users_Before_Move.csv" -NoTypeInformation

Take a record of conference directories on the pool to be upgraded

#Get conference directories on pool to be upgraded
Get-CsConferenceDirectory | Where {$_.ServiceId.ToString() -eq "UserServer:$PoolToBeUpgraded"} | Select Identity, ServiceId | Export-Csv "$WorkingDirectory\$PoolToBeUpgraded`_ConfDirs_Before_Move.csv" -NoTypeInformation

1 2	#Get conference directories on pool to be upgraded Get-CsConferenceDirectory \| Where {$_.ServiceId.ToString() -eq "UserServer:$PoolToBeUpgraded"} \| Select Identity, ServiceId \| Export-Csv "$WorkingDirectory\$PoolToBeUpgraded`_ConfDirs_Before_Move.csv" -NoTypeInformation

Take a record of Workflows with managers

#Workflows with managers - managers may need to be re-added after the upgrade
$workflows = Get-CsRgsWorkflow | Where {$_.ManagersByUri.Count -gt 0 -and $_.OwnerPool.ToString() -eq $PoolToBeUpgraded} | Select Name, Identity, ManagersByUri

$wfArray = @()

foreach ($wf in $workflows)
{
$obj = new-object PSObject
$obj | add-member -membertype NoteProperty -name "Name" -value $wf.Name
$obj | add-member -membertype NoteProperty -name "Identiy" -value $wf.Identity
$obj | add-member -membertype NoteProperty -name "ManagersByUri" -value ($wf.ManagersByUri -join ";")

$wfArray += $obj

}

$wfArray
$wfArray | Export-Csv "$WorkingDirectory\$PoolToBeUpgraded`_RGS_With_Managers.csv" -NoTypeInformation

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#Workflows with managers - managers may need to be re-added after the upgrade

$workflows = Get-CsRgsWorkflow | Where {$_.ManagersByUri.Count -gt 0 -and $_.OwnerPool.ToString() -eq $PoolToBeUpgraded} | Select Name, Identity, ManagersByUri

$wfArray = @()

foreach ($wf in $workflows)

{

$obj = new-object PSObject

$obj | add-member -membertype NoteProperty -name "Name" -value $wf.Name

$obj | add-member -membertype NoteProperty -name "Identiy" -value $wf.Identity

$obj | add-member -membertype NoteProperty -name "ManagersByUri" -value ($wf.ManagersByUri -join ";")

$wfArray += $obj

}

$wfArray

$wfArray | Export-Csv "$WorkingDirectory\$PoolToBeUpgraded`_RGS_With_Managers.csv" -NoTypeInformation

Migrate users to a temporary pool

#Move users to temp pool
$Users = Import-Csv "$WorkingDirectory\$PoolToBeUpgraded`_Users_Before_Move.csv"

foreach ($user in $Users)
{
    Write-Host "Moving user: $($user.DisplayName)"
    Move-CsUser -Identity $user.SipAddress -Target $TempPool -Confirm:$false #-MoveConferenceData 
}

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#Move users to temp pool

$Users = Import-Csv "$WorkingDirectory\$PoolToBeUpgraded`_Users_Before_Move.csv"

foreach ($user in $Users)

{

Write-Host "Moving user: $($user.DisplayName)"

Move-CsUser -Identity $user.SipAddress -Target $TempPool -Confirm:$false #-MoveConferenceData

}

Migrate conference directories to a temporary pool

#Move conferencing directories to temp pool
$ConfDirs = Import-Csv "$WorkingDirectory\$PoolToBeUpgraded`_ConfDirs_Before_Move.csv"

foreach ($confDir in $ConfDirs)
{
    Write-Host "Moving conference directory with ID: $($confDir.Identity) ServiceId: $($confDir.ServiceId)"
    Move-CsConferenceDirectory -TargetPool $TempPool -Identity $confDir.Identity -Confirm:$false
}

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#Move conferencing directories to temp pool

$ConfDirs = Import-Csv "$WorkingDirectory\$PoolToBeUpgraded`_ConfDirs_Before_Move.csv"

foreach ($confDir in $ConfDirs)

{

Write-Host "Moving conference directory with ID: $($confDir.Identity) ServiceId: $($confDir.ServiceId)"

Move-CsConferenceDirectory -TargetPool $TempPool -Identity $confDir.Identity -Confirm:$false

}

Migrate your Response Groups

#BACKUP RGS FROM ORIGINATING POOL::
$Date = Get-Date
$DateFileName = $Date.ToString("dd-MM-yyyy-HH:mm:ss").Replace(":",".")
$RGSRestoreFile = "$WorkingDirectory\$PoolToBeUpgraded" + "_RGSBackup_MoveToTempPool_" + $DateFileName + ".zip"

#Check Worksflows
Get-CsRgsWorkflow -Identit "service:ApplicationServer:$PoolToBeUpgraded" | Select-Object Identity, OwnerPool, Name, LineUri | Format-Table 

#Export Config
Export-CsRgsConfiguration –Source "service:ApplicationServer:$PoolToBeUpgraded" –Filename $RGSRestoreFile

#MOVE TO TEMP POOL::
#Import Response Group configuration to temp pool
Import-CsRgsConfiguration -Destination "service:ApplicationServer:$TempPool" -FileName $RGSRestoreFile #-Force

#Gets RGS workflows that are owned by the originating pool and currently hosted on the temp pool (confirm your moved workflows are on this list) 
Write-Host "RGS workflows owned by failed pool $PoolToBeUpgraded and currently hosted on $TempPool :"
Get-CsRgsWorkflow -Identity "service:ApplicationServer:$TempPool" -Owner "service:ApplicationServer:$PoolToBeUpgraded" | Select-Object Identity, OwnerPool, Name, LineUri | Format-Table

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#BACKUP RGS FROM ORIGINATING POOL::

$Date = Get-Date

$DateFileName = $Date.ToString("dd-MM-yyyy-HH:mm:ss").Replace(":",".")

$RGSRestoreFile = "$WorkingDirectory\$PoolToBeUpgraded" + "_RGSBackup_MoveToTempPool_" + $DateFileName + ".zip"

#Check Worksflows

Get-CsRgsWorkflow -Identit "service:ApplicationServer:$PoolToBeUpgraded" | Select-Object Identity, OwnerPool, Name, LineUri | Format-Table

#Export Config

Export-CsRgsConfiguration –Source "service:ApplicationServer:$PoolToBeUpgraded" –Filename $RGSRestoreFile

#MOVE TO TEMP POOL::

#Import Response Group configuration to temp pool

Import-CsRgsConfiguration -Destination "service:ApplicationServer:$TempPool" -FileName $RGSRestoreFile #-Force

#Gets RGS workflows that are owned by the originating pool and currently hosted on the temp pool (confirm your moved workflows are on this list)

Write-Host "RGS workflows owned by failed pool $PoolToBeUpgraded and currently hosted on $TempPool :"

Get-CsRgsWorkflow -Identity "service:ApplicationServer:$TempPool" -Owner "service:ApplicationServer:$PoolToBeUpgraded" | Select-Object Identity, OwnerPool, Name, LineUri | Format-Table

Move users back to originating pool

#MOVE USERS BACK--------------------------------------------------------------
#Move users back: Using generated Csv, run the following from PowerShell to move users back to their originating pool
$Users = Import-Csv "$WorkingDirectory\$PoolToBeUpgraded`_Users_Before_Move.csv"

foreach ($user in $Users)
{
    Write-Host "Moving user: $($user.DisplayName)"
    Move-CsUser -Identity $user.SipAddress -Target $PoolToBeUpgraded -Confirm:$false -MoveConferenceData
}

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#MOVE USERS BACK--------------------------------------------------------------

#Move users back: Using generated Csv, run the following from PowerShell to move users back to their originating pool

$Users = Import-Csv "$WorkingDirectory\$PoolToBeUpgraded`_Users_Before_Move.csv"

foreach ($user in $Users)

{

Write-Host "Moving user: $($user.DisplayName)"

Move-CsUser -Identity $user.SipAddress -Target $PoolToBeUpgraded -Confirm:$false -MoveConferenceData

}

Move conference directories back to originating pool

#MOVE CONFERENCE DIRECTORIES BACK--------------------------------------------------------------
#Move coference directories back: Using PowerShell migrate the conference directories back to their originating pool
$ConfDirs = Import-Csv "$WorkingDirectory\$PoolToBeUpgraded`_ConfDirs_Before_Move.csv"

foreach ($confDir in $ConfDirs)
{
    Write-Host "Moving conference directory with ID: $($confDir.Identity) ServiceId: $($confDir.ServiceId)"
    Move-CsConferenceDirectory -TargetPool $PoolToBeUpgraded -Identity $confDir.Identity -Confirm:$false
}

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#MOVE CONFERENCE DIRECTORIES BACK--------------------------------------------------------------

#Move coference directories back: Using PowerShell migrate the conference directories back to their originating pool

$ConfDirs = Import-Csv "$WorkingDirectory\$PoolToBeUpgraded`_ConfDirs_Before_Move.csv"

foreach ($confDir in $ConfDirs)

{

Write-Host "Moving conference directory with ID: $($confDir.Identity) ServiceId: $($confDir.ServiceId)"

Move-CsConferenceDirectory -TargetPool $PoolToBeUpgraded -Identity $confDir.Identity -Confirm:$false

}

Move Response Groups back to originating pool

#MOVE RESPONSE GROUPS BACK--------------------------------------------------------------
#MOVE BACK TO ORIGINATING POOL::
#Export RGS config from the temp pool where the owner is the originating pool, then remove them ready to import back to originating pool.
$Date = Get-Date
$DateFileName = $Date.ToString("dd-MM-yyyy-HH:mm:ss").Replace(":",".")
$RGSTempPoolFullBackup = "$WorkingDirectory\$PoolToBeUpgraded" + "_RGSBackup_MoveBackFull_" + $DateFileName + ".zip"
$RGSBackupMoveBack = "$WorkingDirectory\$PoolToBeUpgraded" + "_RGSBackup_MoveBack_" + $DateFileName + ".zip"

#Take a full backup of Workflows hosted by the temp pool
Export-CsRgsConfiguration –Source "service:ApplicationServer:$TempPool" –Filename $RGSTempPoolFullBackup

#Take a backup from the temp pool of the workflows owned by the originating pool, then remove them from the temp pool
Export-CsRgsConfiguration –Source "service:ApplicationServer:$TempPool" –Owner "service:ApplicationServer:$PoolToBeUpgraded" –Filename $RGSBackupMoveBack -RemoveExportedConfiguration #-Force

#Import RGS config back to the originating pool
Import-CsRgsConfiguration –Destination "service:ApplicationServer:$PoolToBeUpgraded" –OverwriteOwner –Filename $RGSBackupMoveBack #-Force

#Gets RGS workflows that are owned and hosted by the originating pool (confirm your moved workflows ARE on this list) 
Write-Host "RGS workflows owned and hosted by originating pool $PoolToBeUpgraded :"
Get-CsRgsWorkflow -Identity "service:ApplicationServer:$PoolToBeUpgraded" -Owner "service:ApplicationServer:$PoolToBeUpgraded" | Select-Object Name, PrimaryUri, LineUri | Format-Table 

#Check that the temp pool is no longer hosting any of the original pools Workflows (should be none)
Get-CsRgsWorkflow -Identity "service:ApplicationServer:$TempPool" -Owner "service:ApplicationServer:$PoolToBeUpgraded" | Select-Object Identity, OwnerPool, Name, LineUri | Format-Table
po

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#MOVE RESPONSE GROUPS BACK--------------------------------------------------------------

#MOVE BACK TO ORIGINATING POOL::

#Export RGS config from the temp pool where the owner is the originating pool, then remove them ready to import back to originating pool.

$Date = Get-Date

$DateFileName = $Date.ToString("dd-MM-yyyy-HH:mm:ss").Replace(":",".")

$RGSTempPoolFullBackup = "$WorkingDirectory\$PoolToBeUpgraded" + "_RGSBackup_MoveBackFull_" + $DateFileName + ".zip"

$RGSBackupMoveBack = "$WorkingDirectory\$PoolToBeUpgraded" + "_RGSBackup_MoveBack_" + $DateFileName + ".zip"

#Take a full backup of Workflows hosted by the temp pool

Export-CsRgsConfiguration –Source "service:ApplicationServer:$TempPool" –Filename $RGSTempPoolFullBackup

#Take a backup from the temp pool of the workflows owned by the originating pool, then remove them from the temp pool

Export-CsRgsConfiguration –Source "service:ApplicationServer:$TempPool" –Owner "service:ApplicationServer:$PoolToBeUpgraded" –Filename $RGSBackupMoveBack -RemoveExportedConfiguration #-Force

#Import RGS config back to the originating pool

Import-CsRgsConfiguration –Destination "service:ApplicationServer:$PoolToBeUpgraded" –OverwriteOwner –Filename $RGSBackupMoveBack #-Force

#Gets RGS workflows that are owned and hosted by the originating pool (confirm your moved workflows ARE on this list)

Write-Host "RGS workflows owned and hosted by originating pool $PoolToBeUpgraded :"

Get-CsRgsWorkflow -Identity "service:ApplicationServer:$PoolToBeUpgraded" -Owner "service:ApplicationServer:$PoolToBeUpgraded" | Select-Object Name, PrimaryUri, LineUri | Format-Table

#Check that the temp pool is no longer hosting any of the original pools Workflows (should be none)