Updated: 2009-03-05

If you are upgrading in a shared services environment, you can choose between two options. You can either:

• Upgrade the parent portal site first (recommended approach).

• Upgrade the child portal sites first, using a new shared services provider (more complicated, but necessary if you want to upgrade in stages).

This chapter provides steps to perform either of these options, plus steps that must be taken after you upgrade the site content.

In this chapter:

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

• Perform a gradual upgrade with shared services (upgrading a child portal first)

After you have completed these steps, you can go on to the Perform post-upgrade steps (Office SharePoint Server) chapter and perform the following steps:

• Review upgraded sites (Office SharePoint Server)

• Revert to a previous version site (Office SharePoint Server)

• Reapply customizations in the browser and Microsoft Office SharePoint Designer 2007

• Troubleshoot and resume upgrade (Office SharePoint Server)

• Perform post-upgrade steps for a gradual upgrade (Office SharePoint Server)

• Finalize upgrade (Office SharePoint Server)

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