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Perform a gradual upgrade with shared services (upgrading the parent portal first)

SharePoint 2007

Updated: March 5, 2009

Applies To: Office SharePoint Server 2007

Updated: 2009-03-05

When you perform a gradual upgrade in a Microsoft Office SharePoint Portal Server 2003 environment that contains shared services, you must perform the upgrade actions in a specific order. This article walks you through the process for upgrading the parent portal site first, and then the additional sites and other portal sites in the environment. If you want to upgrade a child portal site first, follow the steps in Perform a gradual upgrade with shared services (upgrading a child portal first).

Before you begin, be sure that you have completed the pre-upgrade steps in Perform pre-upgrade steps.

In this article:

You can upgrade the My Sites, team sites, and child portal sites in any order, but it is best to upgrade all My Sites at one time, for a consistent user experience. After you have completed these upgrade steps, you can perform the post-upgrade steps included in this article: Perform post-upgrade steps for a gradual upgrade (Office SharePoint Server).

Upgrade the parent portal site

ImportantImportant:

When you perform a gradual upgrade in an environment that includes shared services, the upgrade process creates a SQL Server backup file for the Profile (PROF) and Component settings (SERV) databases. This backup is stored in the default data directory for SQL Server, often: %COMMONPROGRAMFILES%\mssql\data. Before installing Microsoft Office SharePoint Server 2007 and starting the upgrade process, make sure that there is enough room at this default backup location to store a backup of your PROF and SERV databases, or, in SQL Server properties, change the default data directory to a location that has enough disk space.

  1. Follow the steps in Install and configure Office SharePoint Server for a gradual upgrade. Be sure to run Setup on all servers in the server farm, starting with the server that hosts SharePoint Central Administration.

  2. If necessary, follow the steps in Install available language template packs (Office SharePoint Server).

  3. Review the log files to check for any issues.

  4. Prepare the Web applications, following the steps in Upgrade sites (Office SharePoint Server).

  5. Copy any Web Parts from the SharePoint Portal Server 2003 bin to the Office SharePoint Server 2007 Web application. Copy all Web Parts marked as safe controls in the Web.config file. Install upgraded Web Parts from the installation package.

  6. Prepare to upgrade the site collections:

    1. Run pre-upgrade scan tool again, review the reports, and troubleshoot issues.

    2. Refresh the site list to see the current set of sites.

    3. You can use the command-line tool instead of Central Administration if you want to schedule the upgrade process or upgrade large numbers (more than 100 or so) of site collections.

  7. Upgrade the site collections, following the steps in Upgrade sites (Office SharePoint Server). You must upgrade the root Web site for the Web application first. Note that all areas and shared services are upgraded when you upgrade the portal site.

  8. Review upgraded sites (Office SharePoint Server).

  9. Navigate to the Shared Services administration pages and review shared services settings. You must:

    1. Re-create any search scopes.

    2. Review upgraded content source definitions, crawl rules, and so on.

    3. Configure profiles and audiences to be synchronized between SharePoint Portal Server 2003 and Office SharePoint Server 2007.

    4. Review the Managed Properties of user profiles in Office SharePoint Server 2007.

    5. Run a full crawl on the new portal site.

Upgrade the personal site host

In most environments, the personal site host is the same as the parent portal site. You only need to perform these steps if you configured the personal site host to be on its own farm in SharePoint Central Administration for SharePoint Portal Server 2003.

  1. Follow the steps in Install and configure Office SharePoint Server for a gradual upgrade. Be sure to run Setup on all servers in the server farm, starting with the server that hosts SharePoint Central Administration.

  2. If necessary, follow the steps in Install available language template packs (Office SharePoint Server).

  3. Review the log files to check for any issues.

Upgrade My Sites (repeat as necessary)

  1. Prepare the Web applications, following the steps in Upgrade sites (Office SharePoint Server).

  2. Upgrade the site collections, following the steps in Upgrade sites (Office SharePoint Server). You must upgrade the root Web site for the Web application first.

  3. Follow the steps in Review upgraded sites (Office SharePoint Server).

Upgrade team sites (repeat as necessary)

Perform steps 1 through 3 only if the team sites are hosted on their own server farm.

  1. Follow the steps in Install and configure Office SharePoint Server for a gradual upgrade. Be sure to run Setup on all servers in the server farm, starting with the server that hosts SharePoint Central Administration.

  2. If necessary, follow the steps in Install available language template packs (Office SharePoint Server).

  3. Review the log files to check for any issues.

  4. Prepare the Web applications, following the steps in Upgrade sites (Office SharePoint Server).

  5. Upgrade the site collections, following the steps in Upgrade sites (Office SharePoint Server). You must upgrade the root Web site for the Web application first.

  6. Review upgraded sites (Office SharePoint Server).

Upgrade child portal sites (repeat as necessary)

  1. Install and configure Office SharePoint Server for a gradual upgrade. Be sure to run Setup on all servers in the server farm, starting with the server that hosts SharePoint Central Administration.

  2. Install available language template packs (Office SharePoint Server), if needed.

  3. Review the log files to check for any issues.

  4. Prepare the Web applications, following the steps in Upgrade sites (Office SharePoint Server).

  5. Upgrade the site collections, following the steps in Upgrade sites (Office SharePoint Server). You must upgrade the root Web site for the Web application first. Note that all areas and shared services are upgraded when you upgrade the portal site.

  6. Review upgraded sites (Office SharePoint Server).

  7. Upgrade any My Sites for the child portal site, using the steps in Upgrade My Sites (repeat as necessary).

  8. Upgrade any team sites for the child portal site, using the steps in Upgrade team sites (repeat as necessary).

  9. Modify the start addresses in the SharePoint Portal Server 2003 parent portal site to prevent double-crawling of the content.

Download this book

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

See the full list of available books at Downloadable content for Office SharePoint Server 2007 .

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