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Upgrade from SharePoint Foundation 2010 to SharePoint Server 2010

Published: June 10, 2010

If you are running Microsoft SharePoint Foundation 2010 and have decided that you need the functionality of Microsoft SharePoint Server 2010, you can upgrade from SharePoint Foundation 2010 to SharePoint Server 2010. You can upgrade by using either the in-place or database attach upgrade approaches. To upgrade in place, you install SharePoint Server 2010 over SharePoint Foundation 2010 and then perform the additional configurations that SharePoint Server 2010 requires. To upgrade by using the database attach upgrade approach, you create a separate environment to run SharePoint Server 2010. Then you copy the content databases to that environment, attach the databases, and upgrade the data.

In this article:

We recommend that you perform a trial upgrade on a test environment before you upgrade the production environment. For more information, see Use a trial upgrade to find potential issues (SharePoint Server 2010). Before you begin, make sure that you back up the whole environment, including any custom templates, features, or solutions that you are using. For more information, see Back up the entire environment before an in-place upgrade (SharePoint Foundation 2010). You should also communicate with the users before you make this change so that they can be aware of how their sites will change and how long their sites might be unavailable while you perform these steps. For more information, see Create a communication plan (SharePoint Foundation 2010).

Because SharePoint Server 2010 has many more capabilities and features than SharePoint Foundation 2010, you should spend some time planning which capabilities you want to take advantage of in your current sites; which new sites you want to create; and how to keep the new environment available, secure, and performing well. For more information, see Planning and architecture for SharePoint Server 2010.

Before you begin

Before you begin the upgrade, review the following information about permissions, hardware requirements, software requirements, and steps to perform before you begin the process.

Upgrade in place from SharePoint Foundation 2010 to SharePoint Server 2010

To install and configure SharePoint Server 2010, you run Setup on all Web servers in the server farm. Then you install any language packs, and then run the SharePoint Products Configuration Wizard to begin upgrading the data. Then, you use the Farm Configuration Wizard to select the service applications that you want to use and enable the new features for existing sites.

note Note:

If you are using the detach databases hybrid approach for upgrading, you should detach your content databases before you run Setup. For more information about how to detach databases, see Roadmap: in-place upgrade with detached databases (SharePoint Server 2010).

We recommend that you back up the environment before you begin the upgrade process. For more information, see Back up the entire environment before an in-place upgrade (SharePoint Foundation 2010).

Important Important:

If you are running an in-place upgrade on a server farm, disconnect all the users from the server farm by stopping the World Wide Web Publishing Service (W3SVC) on all Web servers. If you allow users in a server farm to connect after the files and databases have been upgraded on one Web server, but before the other Web servers have been upgraded, users will be unable to browse the Web sites.

To install SharePoint Server 2010

  1. Run Setup.

  2. On the Enter your Product Key page, type your 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 Choose a file location page, click Install Now.

    Setup runs and installs SharePoint Server 2010.

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

Before you run the SharePoint Products Configuration Wizard:

  • Ensure that the account you use to run the SharePoint Products Configuration Wizard is a member of the db_owner fixed database role for all the databases that you want to upgrade. If it is not, you might see an error about an unknown user account when the wizard starts to upgrade the databases.

  • Be sure that you have installed any language packs for SharePoint Server 2010. For more information, see Install available language template packs (SharePoint Server 2010).

  • Be sure that you have updated all the servers in your farm with the same updates and service packs. If you have different levels of updates applied, you might see a message about missing updates.

If you are upgrading a single server, you can run the SharePoint Products Configuration Wizard on only that server and start to upgrade content. If you are upgrading a server farm, first run the SharePoint Products Configuration Wizard on the server that is running the SharePoint Central Administration Web site. Pause the wizard and run the wizard on the other servers in the farm, and then return to the first server to complete the wizard. It is important to upgrade Central Administration before you attempt to upgrade any other content in the farm, and completing the wizard on the server that is running Central Administration enables you to do so.

Caution Caution:

After you run the SharePoint Products Configuration Wizard, SharePoint Foundation 2010 will no longer be available. You cannot pause or roll back the setup and upgrade process. Be sure that you have a current and valid backup of your environment before you proceed with installation of SharePoint Server 2010.

To run the SharePoint Products Configuration Wizard

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

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

    A message appears that notifies you that Internet Information Services (IIS), the SharePoint Administration Services v4, and the SharePoint Timer Service v4 may need to be restarted or reset during configuration.

  3. Click Yes.

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

    The SharePoint Products Configuration Wizard runs and configures the configuration database and Central Administration for SharePoint Server 2010.

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

    note Note:

    If the SharePoint Products Configuration Wizard fails, check the PSCDiagnostics log files and the upgrade log files, which are located on the drive on which SharePoint Server 2010 is installed, in the %COMMONPROGRAMFILES%\Microsoft Shared\Web Server Extensions\14\LOGS folder. For more information about viewing these log files, see Verify upgrade status.

    The SharePoint Products Configuration Wizard closes, and Central Administration opens on the Configure your SharePoint farm page.

    In the next procedure, you use this page to configure your farm to have the service applications and services that you want to use.

  6. If you are upgrading a server farm, you can now complete the SharePoint Products Configuration Wizard on the other servers in the farm.

To run the Farm Configuration Wizard

  1. On the Configure your SharePoint farm page, click Start the Wizard.

  2. On the Configure your SharePoint farm page, in the Services section, select services that you want to use in the farm, and then click Next.

    note Note:

    You cannot change the service account for your farm from this page.

    Provisioning the services might take some time.

  3. On the Create Site Collection page, click Skip.

  4. On the Configure your SharePoint farm page, review the summary of the farm configuration.

    note Note:

    If you are following the detach databases hybrid approach for upgrade, you can now begin to attach content databases to upgrade them. For more information, see Roadmap: in-place upgrade with detached databases (SharePoint Server 2010).

  5. Click Close.

    The Feature Pushdown command lets you update all site collections by using the features that are available in SharePoint Server 2010. However, you might want to make these features available only in certain site collections. For information about how to control the features that you make available and the steps to enable the features for sites and subsites, see Enable new features on existing sites and subsites, later in this article.

In a server farm environment, you might want some servers to act as application servers, such as an index server. SharePoint Foundation 2010 does not have the application server role. Therefore, all servers in your farm were originally front-end Web servers. When you ran Setup, you chose a server type (either Complete for an application server, or Web Front End for a Web server) for each server in the farm. For the application servers, you now must use Central Administration to configure the appropriate services for that server. For more information about how to manage services and change your farm topology, see Service application and service management (SharePoint Server 2010) and Farm topology management (SharePoint Server 2010).

You can monitor the upgrade process for each site from the Upgrade Status page in Central Administration or by using the localupgradestatus operation in the Stsadm command-line tool. For more information, see Verify upgrade and review upgraded sites (SharePoint Server 2010).

After upgrade is completed successfully for all sites, if you stopped the World Wide Web Publishing Service (W3SVC) on all front-end Web servers before the upgrade, manually start the W3SVC on the front-end Web servers to make the Web servers available to users.

After you upgrade to SharePoint Server 2010, we recommend that you configure Search settings to crawl the content. For more information, see Configure enterprise search (SharePoint Server 2010).

Attach databases and upgrade from SharePoint Foundation 2010 to SharePoint Server 2010

If you are changing hardware when you upgrade to SharePoint Server 2010, or if you want to move your SharePoint Foundation 2010 content into an existing SharePoint Server 2010 farm, you can perform a database attach upgrade. This section provides a guide to the steps that you must perform for this type of upgrade. Further information for each step is available in the Perform a database attach upgrade to SharePoint Server 2010 section of the Upgrade Guide.

To upgrade by using the database attach method, you perform the following steps:

  1. Prepare the new environment.

    You must set up your new environment before you can attach databases and upgrade to SharePoint Server 2010. Be sure to create new Web applications in the SharePoint Server 2010 environment for each Web application in the SharePoint Foundation 2010 environment. For more information, see Prepare the new SharePoint Server 2010 environment for a database attach upgrade.

  2. Back up the databases.

    Create a backup of each database that you are going to attach. For more information, see Back up the previous version databases by using SQL Server tools.

  3. Detach the previous version databases, or create a copy of the databases.

    You can either detach the databases from the SharePoint Foundation 2010 environment or upgrade a copy of the databases. For more information, see Detach the previous version databases (standard database attach) and Restore a backup copy of the database (database attach with read-only databases).

  4. Verify custom components.

    Before you attach the content databases to the Web applications, use the Test-SPContentDatabase Windows PowerShell cmdlet to verify that you have all the custom components that you must have for that database. For more information, see Verify custom components.

  5. Attach and upgrade the databases.

    Attach the databases to upgrade them to SharePoint Server 2010. For more information, see Attach a content database to a Web application.

  6. Verify the sites.

    After you upgrade the databases, check the upgrade status and verify the sites. For more information, see Verification: Verify upgrade for the first database.

  7. Enable new features.

    After you upgrade, you can enable the new features for your site collections.

Enable new features on existing sites and subsites

After you assign services to servers and configure shared services, you can enable the newly installed SharePoint Server 2010 features for the existing site collections on the server farm. Any new sites that you create will automatically have these features. However, existing sites do not receive the new features until you enable them. You can select one of the following:

  • Enable the new features for all site collections (all site collections get all of the new features).

  • Enable only the features that you want, and enable them only for specific site collections and subsites.

To enable the SharePoint Server 2010 features for all existing sites in your server farm, use the following procedure. You perform this procedure only once to update all sites in your server farm.

note Note:

The process for enabling features for all site collections uses a SharePoint Timer Service job and may take a long time to complete, depending on the number of sites in your server farm.

Enable SharePoint Server 2010 features on all existing sites

  1. In Central Administration, click Upgrade and Migration.

  2. On the Upgrade and Migration page, click Enable Features on Existing Sites.

  3. On the Enable features on existing sites page, select the Enable all sites in this installation to use the following set of features check box, and then click OK.

    After you click OK, the Feature Enabling Status page opens. This page is periodically updated with current status.

If you do not want all site collections to have the full set of SharePoint Server 2010 features, you can enable just the features that you want for any specific site collection or subsite by using the Site Settings page for that site collection or subsite.

note Note:

If you decide to enable features on a per-site basis, instead of on all existing site collections, you may have to start the features at the Web application level first. To activate features for a Web application, in Central Administration, on the Application Management page, click Manage Web applications. On the Web Application Management page, select the Web application that contains the sites, and then in the ribbon, click Manage Features. In the Manage Web Application Features dialog box, next to any features that you want that Web application to use, click Activate.

To enable specific features for a specific site collection, perform the following procedure.

Enable specific features for a specific site collection

  1. In the top-level site for the site collection, on the Site Actions menu, click Site Settings.

  2. On the Site Settings page, in the Site Collection Administration section, click Site collection features.

  3. On the Features page, next to any features that you want that site collection to use, click Activate.

To enable specific features for a specific subsite, perform the following procedure.

Enable specific features for a specific subsite

  1. In the subsite, on the Site Actions menu, click Site Settings.

  2. On the Site Settings page, in the Site Actions section, click Site features.

  3. On the Features page, next to any features that you want that subsite to use, click Activate.

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