Install and configure Office SharePoint Server for a gradual upgrade

  • Article

Applies To: Office SharePoint Server 2007

This Office product will reach end of support on October 10, 2017. To stay supported, you will need to upgrade. For more information, see , Resources to help you upgrade your Office 2007 servers and clients.

 

Topic Last Modified: 2016-11-14

A gradual upgrade installs the new version side-by-side with the previous version. After you install and configure Microsoft Office SharePoint Server 2007, you can then determine which site collections to upgrade and when to upgrade them. If you are running SharePoint Portal Server 2003 with shared services, see Chapter overview: Perform a gradual upgrade in a shared services environment.

Note

You must use an in-place upgrade (or database migration) if you are using SharePoint Portal Server 2003 in stand-alone mode with Microsoft SQL Server™ 2000 Desktop Engine (MSDE). For more information about performing an in-place upgrade, see Install and configure Office SharePoint Server for an in-place upgrade. For more information about choosing an upgrade approach, see Determine upgrade approach (Office SharePoint Server).

When upgrading a server farm, be sure to upgrade all of the servers in the server farm in the following order:

  1. Run Setup to install the new version on all servers in the server farm.

  2. Run the SharePoint Products and Technologies Configuration Wizard on the front-end Web server that contains the SharePoint Central Administration Web site.

  3. Run the SharePoint Products and Technologies Configuration Wizard on the index server.

  4. Run the SharePoint Products and Technologies Configuration Wizard on all other front-end Web servers or search servers in the farm in any order.

In this article:

  • Before you begin

  • Install Office SharePoint Server 2007

  • Install Office SharePoint Server 2007 on other servers in the farm

  • Run the SharePoint Products and Technologies Configuration Wizard

  • Install and configure Office SharePoint Server 2007 using the command line

  • Review the log files and resolve any issues

Note   If your medium or large server farm contains one or more servers that are not front-end Web servers, and you have used the Default Web Site in Internet Information Services (IIS) to host a SharePoint site, the upgrade may fail with a message that the Default Web Site cannot be upgraded. To avoid this issue, before running the upgrade, on all non-front-end Web servers, rename the Default Web Site in IIS to something else, then run the upgrade, and then restore the name to Default Web Site. You do not need to rename the Web site on any front-end Web servers in the server farm.

Before you begin

Before you begin installing Office SharePoint Server 2007, be sure you have installed all prerequisite software. For more information, see Install all pre-requisites (Office SharePoint Server).

Make sure that the minimum permissions for the account that you use to run Setup and the SharePoint Products and Technologies Configuration Wizard are:

  • Member of the Administrators group on the local computer that runs Office SharePoint Server 2007.

  • In SQL Server, the account must be:

    • Authorized to access all SharePoint Products and Technologies databases.

    • Granted the Database Creators (dbcreator) fixed server role.

    • Granted the Security Administrators (securityadmin) fixed server role.

In many IT environments, database administrators (DBAs) create and manage databases. Security policies and other policies in your organization might require that DBAs create the databases needed by Office SharePoint Server 2007.

Note

For information about how to deploy Office SharePoint Server 2007 in an environment in which DBAs create and manage databases, see Deploy using DBA-created databases (Windows SharePoint Services) (https://go.microsoft.com/fwlink/?LinkID=86818&clcid=0x409).

Install Office SharePoint Server 2007

  1. Run Setup.exe.

    Tip

    As an alternative to installing Office SharePoint Server 2007 and then separately deploying the available software updates, you can download an Office SharePoint Server 2007 install file that includes the available software updates. You can find the Office SharePoint Server 2007 install file that includes the available software updates on the Microsoft Download Center.

  2. On the Enter your Product Key page, type the product key, and then click Continue.

  3. On the Read the Microsoft Software License Terms page, review the terms, select the I accept the terms of this agreement check box, and then click Continue.

  4. On the Upgrade earlier versions page, click Yes, perform a Gradual upgrade.

  5. On the Server Type tab, select your server type:

    • Choose Complete if this is the first server that you are upgrading in a server farm.

    • Choose Web Front End if you are running the upgrade on an additional front-end Web server in a server farm.

  6. Click Install Now.

  7. The Setup wizard runs and installs Office SharePoint Server 2007.

  8. On the completion page, clear the Run the SharePoint Products and Technologies Configuration Wizard now check box, and then click Close.

Before you run the SharePoint Products and Technologies Configuration Wizard, you should perform the following steps:

Note

In server farm deployments, all your Web servers must have the same software update version applied. To accomplish this, you can create an installation source that contains a copy of the released software product, along with the available software updates (also known as a slipstreamed installation source). When you run Setup from this updated installation source, the Web server will have the same software update version as the rest of the Web servers in your server farm. You can also use the installation source to add a new Web server to an existing server farm. When you run Setup from this updated installation source, the new Web server will have the same software update version as the rest of the Web servers in your server farm. For more information about creating an installation source, see Deployment for Office SharePoint Server 2007.

Install Office SharePoint Server 2007 on other servers in the farm

If you have a server farm, follow the instructions to Install Office SharePoint Server 2007 on each index server and front-end Web server in your server farm. After you have run Setup on all servers, you can Run the SharePoint Products and Technologies Configuration Wizard.

Warning

Do not add any servers to your server farm after running Setup. Running the SharePoint Products and Technologies Configuration Wizard upgrades the configuration database. This database contains the list of servers in the farm, and any servers added to the farm after the configuration wizard has been run will not be included in the database, and therefore will not appear in the Windows SharePoint Services 3.0 topology. If you need to add servers to your farm, do so either before starting the upgrade or after you have completed the upgrade process, following the steps in Add servers to an upgraded farm (Office SharePoint Server).

Run the SharePoint Products and Technologies Configuration Wizard

  1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Products and Technologies Configuration Wizard.

  2. In the SharePoint Products and Technologies Configuration Wizard, on the Welcome to SharePoint Products and Technologies page, click Next.

  3. A message appears, notifying you that IIS, the SharePoint Administration Service, and the SharePoint Timer Service may need to be restarted or reset during configuration. Click Yes to continue with the wizard.

  4. A message appears, notifying you that if you have existing language template packs, you should download and install the new version of the language packs before you proceed. Click OK to continue with the wizard.

  5. On the Connect to a server farm page, select No, I want to create a new server farm, and then click Next.

  6. On the Specify Configuration Database Settings page, in the Database server box, type the name of the server running Microsoft SQL Server 2000 or SQL Server 2005.

  7. In the Database name box, leave the default (SharePoint_Config) or type a database name to use instead.

  8. In the Specify Database Access Account section, type the user name and password to use to connect to SQL Server, and then click Next.

    Note

    This account must have rights to create databases. If SQL Server is running on a server that is separate from your Web front-end server, then this account must also be a domain account. This user account must be a member of the following SQL Server security roles: Database Creator and Security Administrator.

  9. On the Configure SharePoint Central Administration Web Application page, if you want to use a specific port number for SharePoint Central Administration, select the Specify port number check box, and then type the port number to use.

  10. In the Configure Security Settings section, select either Negotiate (Kerberos) or NTLM, depending on your environment, and then click Next.

    Note

    To enable Kerberos authentication, you must perform additional configuration steps. For more information about authentication methods, see Plan authentication methods (Office SharePoint Server).

  11. On the Completing the SharePoint Products and Technologies Configuration Wizard page, verify the settings, and then click Next.

    The configuration wizard runs and configures the configuration database and the Central Administration application for Office SharePoint Server 2007.

  12. A message appears, notifying you that if you have a server farm with multiple servers, you must run Setup on each server to install new binary files before running the configuration wizard and starting the upgrade process. Depending on your server farm configuration, and where you are in the process of installing and configuring Office SharePoint Server 2007, you have three choices:

    • If this is the only server in your farm, no other actions are necessary. Click OK to continue with the wizard.

    • If you have other servers in your farm, and you have not yet run Setup and the configuration wizard on the other servers, leave this message open on this server, and then run Setup and the configuration wizard on the other servers in the farm. After you have run Setup and the configuration wizard on the other servers, you can return to the front-end Web server and click OK to continue with the SharePoint Products and Technologies Configuration Wizard.

    • If you have run Setup and the configuration wizard on all servers in your server farm, and they are all at this stage, on a front-end Web server, click OK to continue with the configuration wizard.

  13. On the Configuration Successful page, review the settings that have been configured, and then click Finish.

The SharePoint Products and Technologies Configuration Wizard closes and Central Administration opens. You may be prompted to enter your user name and password before the Central Administration site will open. If you have not already done so, you can install any language template packs you need for the new version. For more information, see Install available language template packs (Office SharePoint Server). After installing the language packs (if any), you are ready to start upgrading specific Web applications and site collections. Continue with the process by following the steps in the Upgrade sites (Office SharePoint Server) topic.

Install and configure Office SharePoint Server 2007 using the command line

If you prefer, you can install and configure Office SharePoint Server 2007 from the command line instead. For more information, see Setup.exe command-line reference (Office SharePoint Server), Command-line reference for the SharePoint Products and Technologies Configuration Wizard (Office SharePoint Server), Stsadm command-line tool (Office SharePoint Server), and Install Office SharePoint Server 2007 by using the command line.

Note

If you started the installation in silent mode, using the /q switch, the SharePoint Products and Technologies Configuration Wizard does not automatically start. To continue the upgrade, you need to force the upgrade by either manually starting the wizard or running the psconfig command with arguments to force a gradual upgrade.

Review the log files and resolve any issues

If the upgrade fails or reports issues, you can refer to the log files for more information. The Upgrade.log file is located in %COMMONPROGRAMFILES%\Microsoft Shared\Web server extensions\12\LOGS.

Warning

In some configurations, the SharePoint Timer Service (OWStimer) account—which, by default, is the same account used by the SharePoint Central Administration v3 application pool account—is configured with credentials that do not have permission to access the LOGS folder in %COMMONPROGRAMFILES%\Microsoft Shared\Web server extensions\12. If this is the case, part of the Upgrade.log file is stored in the temporary storage folder of the account that is running the SharePoint Timer service. To avoid the possibility of deleting the upgrade log file when you restart the server computer, copy Upgrade.log to another location.

For information about viewing the upgrade log file, see Verify upgrade (Office SharePoint Server).

For information about troubleshooting common issues, see Troubleshoot and resume upgrade (Office SharePoint Server).

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.