Upgrade to Office SharePoint Server 2007 by installing each component separately

Applies To: Microsoft Search Server 2008

Topic Last Modified: 2009-07-07

Use the following procedures in the listed order to upgrade from Microsoft Search Server 2008 or Search Server 2008 Express to Office SharePoint Server 2007, the Infrastructure Update for Microsoft Office Servers, and optionally Microsoft Office SharePoint Server 2007 with Service Pack 1 (SP1) and the Infrastructure Update for Windows SharePoint Services 3.0 by installing each component separately.

In this article:

• High-level steps

• Before you begin

• Prerequisites

• Install Office SharePoint Server 2007

• Optionally install Office SharePoint Server 2007 SP1

• Install the Infrastructure Update for Microsoft Office Servers

• Move the SSP to a new Web application

• Optional Steps

High-level steps

The following list describes the high-level steps that you must perform to upgrade Microsoft Search Server 2008 or Microsoft Search Server 2008 Express to Office SharePoint Server 2007 by installing each component separately.

1. View the presentation Presentation: Understanding and deploying hotfixes, public updates, and service packs (Search Server 2008).

2. Follow the preliminary steps described in the Before you begin section.

3. Install Office SharePoint Server 2007 on each server in the server farm.

4. Optionally install Microsoft Office SharePoint Server 2007 with Service Pack 1 (SP1) on each server in the server farm (recommended). Note that it is not necessary to install Windows SharePoint Services SP1 because it is already built into Search Server 2008.

5. (Optional but recommended) Download and install the Infrastructure Update for Windows SharePoint Services 3.0. For more information, see To install the Infrastructure Update for Windows SharePoint Services 3.0.

6. Install the Infrastructure Update for Microsoft Office Servers on each server in the farm.

After the post setup configuration steps are completed, we recommend several additional steps:

1. Move the Shared Services Provider (SSP) Web site to a new Web application.

   By default, the Central Administration Web site and the SSP Web site reside in the same Web application. After upgrading to Office SharePoint Server 2007 we recommend that you move the SSP Site to a new Web application. Otherwise, you will not be able to back up the SSP.

2. Optionally replace the Search Center site with a site that was created by using a different site template, such as the Collaboration Portal template.

The procedures in this article apply to upgrading either a server farm or a single server installation.

Before you begin

This section provides an overview of recommendations to consider before you install a software update.

• Schedule the upgrade for a time that causes the least amount of disruption for your users.

  You do not need to stop services, timer jobs, or crawls during the upgrade. The Setup Wizard stops or pauses and then resumes them as needed. The setup wizard restarts the following services during upgrade: Internet Information Services, SharePoint Administration Service, and SharePoint Timer Services.

  Note

  You do not have to stop the World Wide Web Publishing service on the Web front-end servers. However, access to the sites will be temporarily affected during the upgrade when the setup Wizard restarts services during the upgrade.

• Communicate the proposed schedule to users and the key people who are involved with the Web sites that are hosted on the servers that are running Microsoft Search Server 2008 or Search Server 2008 Express and, if necessary, adjust the schedule.

Back up the server farm before you start the software update installation. You should create a backup of search and all databases. We recommend that you follow these guidelines:

• Search: Use the backup operation from SharePoint Central Administration or the stsadm command-line tool to create a full backup of the Shared Services Provider (SSP). The backup operation includes both the SSP database and content index in the file system.

  Warning

  Before you back up, verify that the drive that you are backing up to has enough free space to back up the entire farm. Although you are only backing up the SSP, if you do not have free space for the entire farm, the backup operation will fail.

• Configuration database and Central Administration content database: You must back up your databases by using SQL Server tools after you have stopped your farm. Use the simple recovery model, so that your transaction log is truncated. For more information, see Move all databases (Search Server 2008).

• Content databases: Perform a full backup operation with either the stsadm command-line tool or SQL Server to back up all content databases. If you are using SQL Server, use the simple recovery model, so that your transaction log is truncated.

• Front-end Web server: If you have customized the front-end Web server or are unsure of the extent of the customizations to your Web applications, we recommend that you make a backup image of your front-end Web server. Make sure that you have a backup of all solution packages that you have deployed on your front-end Web servers.

  Note

  Ideally, if you are customizing front-end Web computers, the customization should be managed by using a robust build process or script that allows the customizations to be applied to a new computer.

• If you experience an unrecoverable failure during upgrade, you may have to restore your server from the backup image that you created. You would need to manually apply all customizations to your front-end Web server.

  Note

  We recommend that you back up the server farm after you have verified that the software update installation succeeded.

For more information about backing up and restoring your server farm, see Protecting and restoring the farm (Search Server 2008). For more general information about preparation steps to installing a software update, see Deploy software updates for Office SharePoint Server 2007.

Prerequisites

This section discusses the items and information that must be available before you can upgrade from Microsoft Search Server 2008 or Microsoft Search Server 2008 Express to Office SharePoint Server 2007.

Software requirements

The procedures in this article assume that either Microsoft Search Server 2008 or Microsoft Search Server 2008 Express is already running on one or more computers that you are upgrading to Office SharePoint Server 2007. You must have access to the Internet to download the updates described earlier in this article.

Required permissions

To perform the tasks in this article, you must be a member of the Administrators group on each server in the server farm, a farm administrator, and a shared services provider administrator.

Install Office SharePoint Server 2007

1. Log on to the first computer that is running either Microsoft Search Server 2008 or Microsoft Search Server 2008 Express that you want to upgrade. Note that you must upgrade the index server first, then the query servers, and finally Web front-end servers.

2. In Windows Explorer, navigate to the shared folder or CD-ROM drive, and then double-click Setup.exe.

3. On the Enter your Product Key page, type your Microsoft Office SharePoint Server 2007 product key, and then click Continue.

4. On the License Terms page, select I accept the terms of this agreement, and then click Continue.

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

6. Repeat steps 1 through 5 on each server in the server farm. After you have performed these steps on all servers in the farm, proceed to Optionally install Office SharePoint Server 2007 SP1.

Optionally install Office SharePoint Server 2007 SP1

You can choose to install Microsoft Office SharePoint Server 2007 with Service Pack 1 (SP1). We recommend that you install this service pack. To do so, perform the following steps on each server in the server farm. Otherwise, if you do not want to install this service pack, proceed to Install the Infrastructure Update for Microsoft Office Servers.

1. Download Microsoft Office SharePoint Server 2007 with Service Pack 1 (SP1).

   You can download Microsoft Office SharePoint Server 2007 with Service Pack 1 (SP1) from the Microsoft Download Center (https://go.microsoft.com/fwlink/?LinkID=105636&clcid=0x409).

2. In Windows Explorer, double-click the .exe that you downloaded.

3. If the Do you want to run this file? dialog box appears, click Run.

4. On the Microsoft License Terms page, select the Click here to accept the Microsoft Software License Terms check box and then click Continue.

5. On the Welcome to SharePoint Products and Technologies page, click Next.

6. In the dialog box that notifies you that some services might need to be restarted during configuration, click Yes.

7. On the Completing the SharePoint Products and Technologies Configuration Wizard page, click Cancel.

8. In the dialog box that asks if you are sure you want to exit the configuration wizard, click Yes.

To install the Infrastructure Update for Windows SharePoint Services 3.0

This section includes all required procedures to install the Infrastructure Update for Windows SharePoint Services 3.0 in any size server farm. If you are installing on a multiple computer server farm, install the update on each server in the server farm running Search Server 2008 or Search Server 2008 Express.

Install the Infrastructure Update for Windows SharePoint Services 3.0

1. Download the Infrastructure Update for Windows SharePoint Services 3.0.

   You can download the 32-bit version of the update from the following location:

   Microsoft Download Center (https://go.microsoft.com/fwlink/?LinkId=121881).

   You can download the 64-bit version of the update from the following location:

   Microsoft Download Center (https://go.microsoft.com/fwlink/?LinkId=121883).

2. Disconnect users from the server farm by stopping the World Wide Web Publishing service (W3SVC) on all Web servers.

   Note

   This manual step is done as a precaution to ensure that the service is fully stopped.

3. On the first server, in Windows Explorer, double-click the .exe that you downloaded.

   By default, the file name for the x86 version is infrastructureupdateforwindowssharepointservices3.0-kb951695-fullfile-x86.exe and the file name for an x64 system is infrastructureupdateforwindowssharepointservices3.0-kb951695-fullfile-x64.exe.

   Important

   Perform these steps on the index server first, then the query servers, and finally the front-end Web servers.

4. If the Security Warning dialog box appears, click Run to continue.

5. On the Microsoft Software License Terms page, select the Click here to accept the Microsoft Software License Terms check-box and then click Continue.

   At the end of the software update installation, the SharePoint Products and Technologies Configuration Wizard starts.

   Note

   If the wizard does not start automatically, click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Products and Technologies Configuration Wizard.

6. On the Welcome to SharePoint Products and Technologies page, click Next.

7. In the dialog box that notifies you that some services might need to be restarted during configuration, click Yes.

   Important

   User access to your server farm will be temporarily disrupted while the Internet Information Services, SharePoint Administration Service, and SharePoint Timer Service are restarted. Typically restarting these services takes only a few moments to complete.

8. On the Completing the SharePoint Products and Technologies Configuration Wizard page, click Next.

9. When the dialog box about installation in a server farm appears, do not click OK. Instead, leave each server with the following dialog box displayed:

   You must run Setup to install new binary files for every server in your server farm. If you have multiple servers in your server farm, run Setup and the configuration wizard on the other servers now, and then return to this server and click OK to continue.

10. When the dialog box from the previous step is displayed on all servers in the server farm, use one server that hosts the Central Administration Web site to finalize the installation.

11. On the server you selected in the previous step, click OK.

12. On the Configuration Successful page, click Finish.

13. After you have finished updating one Web server that hosts the Central Administration Web site, you should follow the procedures in the "Verify installation" section on this one Web server to ensure that the software update installation was successful.

14. Continue updating the remaining computers in the server farm, one at a time, by clicking OK in the dialog box.

    Note

    It is important that the SharePoint Products and Technologies Configuration Wizard perform the configuration procedures on only one computer at a time.

Verification step

To verify that the Infrastructure Update for Windows SharePoint Services 3.0 is installed, see the “How to determine whether this update is installed” section of Microsoft Knowledge Base Article Description of the Infrastructure Update for Windows SharePoint Services 3.0 (https://go.microsoft.com/fwlink/?LinkId=125366).

Installing the Infrastructure Update for Microsoft Office Servers

Use this procedure to install the Infrastructure Update for Microsoft Office Servers on Search Server 2008 or Search Server 2008 Express on a single server or a server farm. You must install the Infrastructure Update for Microsoft Office Servers on each server in the server farm.

You can either download the Infrastructure Update for Microsoft Office Servers to each computer that you are updating or download it to a file share. If you use a file share as an installation source, you must ensure that a minimum of Read permissions have been granted to each server administrator that will be accessing that share.

To install the Infrastructure Update for Microsoft Office Servers

You must install the Infrastructure Update for Microsoft Office Servers on each server in the server farm.

Install the Infrastructure Update for Microsoft Office Servers

1. Download the Infrastructure Update for Microsoft Office Servers.

   You can download the 32-bit version of the update from the following location:

   Microsoft Download Center (https://go.microsoft.com/fwlink/?LinkId=121879).

   You can download the 64-bit version of the update from the following location:

   Microsoft Download Center (https://go.microsoft.com/fwlink/?LinkId=121880).

2. Ensure that the World Wide Web Publishing service (W3SVC) is stopped on all Web servers.

   Note

   This manual step is done as a precaution to ensure that the service is fully stopped so that users cannot access the server farm during the update.

3. On the first server, in Windows Explorer, double-click the .exe that you downloaded.

   By default, the file name for the x86 version is infrastructureupdateformicrosoftofficeservers-kb951297-fullfile-x86.exe and the file name for an x64 system is infrastructureupdateformicrosoftofficeservers-kb951297-fullfile-x64.exe.

   Important

   Perform these steps on the index server first, then the query servers, and finally the front-end Web servers.

4. If the Security Warning dialog box appears, click Run to continue.

5. On the Microsoft Software License Terms page, select the Click here to accept the Microsoft Software License Terms check-box and then click Continue.

   At the end of the software update installation, the SharePoint Products and Technologies Configuration Wizard starts.

   Note

   If the wizard does not start automatically, click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Products and Technologies Configuration Wizard.

6. On the Welcome to SharePoint Products and Technologies page, click Next.

7. In the dialog box that notifies you that some services might need to be restarted during configuration, click Yes.

   Important

   User access to your server farm will be temporarily disrupted while the Internet Information Services, SharePoint Administration Service, and SharePoint Timer Service are restarted. Typically restarting these services takes only a few moments to complete.

8. On the Completing the SharePoint Products and Technologies Configuration Wizard page, click Next.

9. When the dialog box about installation in a server farm appears, do not click OK. Instead, leave each server with the following dialog box displayed:

   You must run Setup to install new binary files for every server in your server farm. If you have multiple servers in your server farm, run Setup and the configuration wizard on the other servers now, and then return to this server and click OK to continue.

10. When the dialog box from the previous step is displayed on all servers in the server farm, use one server that hosts the Central Administration Web site to finalize the installation.

11. On the server you selected in the previous step, click OK.

12. On the Configuration Successful page, click Finish.

13. After you have finished updating one Web server that hosts the Central Administration Web site, you should follow the procedures in the "Verify installation" section on this one Web server to ensure that the software update installation was successful.

14. Continue updating the remaining computers in the server farm, one at a time, by clicking OK in the dialog box.

    Note

    It is important that the SharePoint Products and Technologies Configuration Wizard perform the configuration procedures on only one computer at a time.

15. When the software update installation and configuration is complete on all the servers in the server farm, make the Web servers available to users by manually starting the World Wide Web Publishing service on each server on which you manually stopped the service.

Verification step

To verify that the Infrastructure Update for Microsoft Office Servers is installed, see the “How to determine whether this update is installed” section of Microsoft Knowledge Base Article Description of the Infrastructure Update for Microsoft Office Servers (KB951297) (https://go.microsoft.com/fwlink/?LinkID=121886).

Move the SSP to a new Web application

We recommend that you move the Shared Services Provider (SSP) to a different Web application. Otherwise, you will not be able to restore backups of your SSP.

To move the SSP to a different Web application, perform the following sequence of procedures.

Create a new Web application

You must be a farm administrator to perform the following steps.

1. Create a Web application for your SSP site. For information about creating a new Web application, see Create or extend Web applications. Note the following:

   • In step 5 you must choose to create a new Web site. If you are upgrading a server farm, you must assign a domain user account as the Application pool account. You cannot use a Predefined account.

   • Note the port number for this Web application. You will need to know this number when performing steps later in this article.

2. When the Application Created page appears, do not create a site collection because you will create a site collection for this Web application later in this article.

Verify the name of your Shared Services Provider

Use the following steps to verify the name of your SSP. You will need to know this name during the next procedure.

1. In Central Administration, click Application Management.

2. In the Office SharePoint Server Shared Services section, click Create or configure this farm’s shared services.

3. The name of your SSP appears in the SSP and associated Web applications column. Note that by default, the SSP name is SharedServices.

Move the SSP to the Web application you created

You must be a server administrator on the server on which you perform these steps.

1. On an application server in your server farm, open a command prompt.

2. Either navigate to the directory that contains the stsadm.exe file or ensure that it is included in the system path. To navigate to the directory that contains stsadm.exe, type the following at a command prompt, and then press Enter.

   CD %COMMONPROGRAMFILES%\Microsoft shared\web server extensions\12\bin

3. At a command prompt, type the following, and then press Enter. This step adds the folder structure to your Web application that is needed by the SSP.

   stsadm -o addpath -url http://hostname:port/ssp/admin -type explicitinclusion

   Where hostname is the host name of the Web application that you created in the previous procedure and port is the port number that you assigned to that Web application.

4. At a command prompt, type the following, and then press Enter. This step creates a site collection in the new Web application using the SSP template.

   stsadm -o createsite -url "http://hostname:port/ssp/admin" -owneremail email -ownerlogin login -sitetemplate "OSRV#0" -title "Shared Services Administration: SSP name**"**

   Where hostname and port are the same values that you used in step 3.

   email is the email address that you want to assign as the contact e-mail address for search. This should be in the form of emailalias@contoso.com.

   login is the domain account that you want to assign as the site collection administrator for this site collection. Note that this login account can be used to administer all services in the SSP. For more information about the contact e-mail address, see Change the contact e-mail address (Office SharePoint Server 2007).

   SSP name is the name of your SSP.

5. At a command prompt, type the following, and then press Enter. This step assigns the SSP to the new Web application that you created.

   stsadm –o editssp –title “SSP name” –sspadminsite http://hostname:port/ssp/admin

   Where SSP name is the name of your SSP.

   hostname and port are the same values that you used in steps 3 and 4.

Test your new SSP

To use your new SSP Web site, do the following:

1. In Central Administration, click Application Management.

2. In the Office SharePoint Server Shared Services section, click Create or configure this farm’s shared services.

3. On the Manage this Farm’s Shared Services page, rest the mouse on the name of your SSP, and then click Open Shared Services Admin Site from the list that appears.

   Note

   The hostname and port number in the Web site’s URL should match the host name and port number that you used in the previous procedure.

   The Shared Services Administration site appears.

Restart IIS

Perform the following steps on all servers in the server farm.

1. Open a command prompt.

2. Run the following command to restart IIS: iisreset /noforce.

Optional Steps

After upgrading your server farm, the default top-level Web site on the Web application that is configured for port 80 is the same Search Center site that you had when you were running Microsoft Search Server 2008 or Microsoft Search Server 2008 Express. You can choose to delete your original Search Center site and replace it with a site that was created by using another site template, such as the Collaboration Portal template. A site created with this template provides you with a collaboration portal site that also contains a Search Center site. For more information, see Create a site collection (Office SharePoint Server).

See Also

Concepts

Upgrade to Office SharePoint Server 2007 from Search Server 2008 or Search Server 2008 Express