Chapter overview: Plan and prepare for upgrade

Applies To: Windows SharePoint Services 3.0

Topic Last Modified: 2009-03-10

The upgrade process is not as simple as inserting a CD and running Setup. You need to plan your approach carefully, anticipate any issues that might come up during or after the process, and consider your specific environment. This chapter includes information and recommendations that can help you plan and prepare for the upgrade process.

In this chapter:

• Determine upgrade approach

• How the upgrade process works (Windows SharePoint Services)

• Review system requirements for upgrade (Windows SharePoint Services)

• Estimate how long the upgrade process will take and the amount of space needed (Windows SharePoint Services)

• Create communication plan (Windows SharePoint Services)

• Use a trial upgrade to find potential issues (Windows SharePoint Services)

• Determine how to handle customizations (Windows SharePoint Services)

• Develop new custom site definitions and create upgrade definition files (Windows SharePoint Services)

In addition to these upgrade-specific planning steps, you should also follow the steps and recommendations for planning for security, capacity, and performance found in Planning and architecture for Windows SharePoint Services 3.0 technology.

Download this book

This topic is included in the following downloadable book for easier reading and printing:

• Upgrading Windows SharePoint Services

See the full list of available books at Downloadable books for Windows SharePoint Services.