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Upgrade in place to SharePoint Foundation 2010

Published: May 12, 2010

When you run an in-place upgrade from Windows SharePoint Services 3.0 to Microsoft SharePoint Foundation 2010, the configuration data for the farm and all the content in the farm is upgraded on the existing hardware, in a fixed order. When you start the in-place upgrade process, Setup takes the Web server offline and the Web sites are unavailable until the upgrade is finished, and then Setup restarts the Web server. After you begin an in-place upgrade, you cannot pause the upgrade or roll back to the previous version.

note Note:

One frequent cause of failures during upgrade is that the environment is missing customized features, solutions, or other elements. Be sure that any custom elements you have to have are installed on your front-end Web servers before you begin the upgrade process. You can use the pre-upgrade checker to identify any custom elements that your sites might be using. For more information, see Identify and install customizations in the article "Use a trial upgrade to find potential issues."

Upgrading in place from an installation of Windows SharePoint Services 3.0 that uses Windows Internal Database requires additional steps if your database size has exceeded 4 GB. For more information, see Upgrading from a stand-alone installation of Windows SharePoint Services 3.0 to SharePoint Foundation 2010 when content databases exceed 4 GB (RBS).

You can also use many of the procedures in this article to perform a detach databases hybrid approach to upgrade, where you upgrade the server and infrastructure in place but upgrade the content databases by detaching and attaching them in parallel. For information about the detach databases process, see Roadmap: in-place upgrade with detached databases (SharePoint Foundation 2010). For more information about how to choose an upgrade approach, see Determine upgrade approach (SharePoint Foundation 2010) and Upgrade process overview (SharePoint Foundation 2010).

Important Important:

You must be running Service Pack 2 (SP2) of Windows SharePoint Services 3.0 in a 64-bit Windows Server 2008 environment to perform an in-place upgrade to SharePoint Foundation 2010. If you are in a server farm environment, you must also be running a 64-bit version of Microsoft SQL Server 2008 R2, SQL Server 2008 with Service Pack 1 (SP1) and Cumulative Update 2, or SQL Server 2005 with SP3 and Cumulative Update 3.

In this article:

Process overview

By using the procedures in this article, you install SharePoint Foundation 2010 and upgrade all of the SharePoint sites in the environment. We recommend that you try out the upgrade process on a test environment before you attempt to upgrade your production environment. For more information, see Use a trial upgrade to find potential issues (SharePoint Foundation 2010).

When you upgrade a server farm, install and configure the new version to the servers in the following order:

  1. Install SharePoint Foundation 2010 on all servers in the server farm.

  2. Install any language packs for SharePoint Foundation 2010 that you need. For more information, see Install available language template packs (SharePoint Foundation 2010).

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

    To determine which server is running SharePoint Central Administration, open the Servers in Farm page (http://server_name:adminport/_admin/farmservers.aspx) and note which server or servers have Central Administration services running. Perform this step before you install SharePoint Foundation 2010, while SharePoint Central Administration for Windows SharePoint Services 3.0 is still available.

    note Note:

    If you have multiple servers that are running SharePoint Central Administration, pick one and use that as the initial server on which to run upgrade. After you have completed the process on that one, you can continue with any other servers that are running SharePoint Central Administration.

  4. Run the SharePoint Products Configuration Wizard on the remaining front-end Web servers and application servers in the farm in any order.

For an overview and diagrams of the each upgrade approach, see Upgrade process overview (SharePoint Foundation 2010).

note Note:

If you are using the detach databases hybrid approach for upgrading, the process you follow is similar, but you detach all content databases before you run Setup, and then attach them again after you run the SharePoint Products Configuration Wizard. For more information about the detach databases upgrade approach, see Roadmap: in-place upgrade with detached databases (SharePoint Foundation 2010).

Before you begin

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

Install prerequisites

Before you can upgrade, you must run the prerequisite installer successfully on each Web server that has Windows SharePoint Services 3.0 installed. A prerequisite installer is available to install software needed to support SharePoint Foundation 2010.

To run the prerequisite installer

  1. From the product disc, open the installation folder and run PrerequisiteInstaller.exe.

    The Microsoft SharePoint Products Preparation Tool opens.

  2. Click Next.

  3. On the License Terms page, select the I accept the terms of the License Agreement(s) check box, and then click Next.

    The tool runs, installing and configuring required software.

  4. Click Next.

  5. On the Installation Complete screen, verify that each prerequisite is listed as successfully installed or already installed.

  6. Click Finish to close the wizard.

Run Setup on all servers

After all of the prerequisites are installed, you can run Setup.exe on all Web servers in your server farm.

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 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 front-end Web servers. If you allow users in a server farm to connect after the files and databases have been updated on one Web server, but before the other Web servers have been updated, users will not be able to browse the Web sites.

To install the new version

  1. Run Setup.exe.

  2. 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.

  3. On the Upgrade earlier versions page, click Install Now.

  4. Setup runs and installs SharePoint Foundation 2010.

    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, install any language template packs for SharePoint Foundation 2010. For more information, see Install available language template packs (SharePoint Foundation 2010).

Run the SharePoint Products Configuration Wizard

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 SharePoint Central Administration, pause 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 SharePoint Central Administration before you attempt to upgrade any other content in the farm, and completing the wizard on the server that is running SharePoint Central Administration allows you to do so.

Important Important:

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 template packs before you run the SharePoint Products Configuration Wizard.

Caution Caution:

After you run the SharePoint Products Configuration Wizard, Windows SharePoint Services 3.0 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 installing SharePoint Foundation 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, notifying 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 to continue with the wizard.

  4. On the Specify Farm Settings page, in the Passphrase box, type a passphrase and in the Confirm passphrase box, type the same passphrase.

    The passphrase should consist of at least eight characters and should contain characters from at least three of the following four groups:

    • English uppercase characters (from A through Z)

    • English lowercase characters (from a through z)

    • Numerals (from 0 through 9)

    • Nonalphabetic characters (such as !, $, #, %)

  5. On the Visual Upgrade page, select one of the following options:

    • Change existing SharePoint sites to use the new user experience. Administrators control the user experience for end users.

      This option allows you to change all sites over to the new user experience without previewing that experience first. If you select this option, you can also choose between the following two options:

      • Preserve customized pages, but update template and application pages to use the new UI.

      • Reset all customized pages to their original templates. This option will delete modifications from customized pages and cannot be undone.

    • Preserve the look and feel of existing SharePoint sites, and allow end users to update their sites’ user experience.

      This is the default option. This option allows the site owners to preview their sites in the new user experience and determine when they are ready to switch the sites over to the new user experience permanently.

  6. 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 SharePoint Central Administration for SharePoint Foundation 2010.

  7. 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 you continue the SharePoint Products Configuration Wizard.

    • If this is the only server in your farm, or if you have already run Setup on all the servers in your farm, click OK to continue with the wizard.

    • If you have not yet run Setup on all the servers in your farm, run Setup on the remaining servers now, and then return to this server and click OK to continue with the wizard.

    The SharePoint Products Configuration Wizard continues the upgrade process by setting up the configuration database and installing SharePoint Central Administration.

  8. On the Configuration Successful, Upgrade in Progress page, review the settings that have been configured, and then click Finish.

    The SharePoint Products Configuration Wizard closes and the Upgrade Status page opens. You might be prompted to enter your user name and password before the Upgrade Status page will open. The upgrade process might take awhile to complete, depending on how much data you have in your farm.

    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 Foundation 2010).

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

Check upgrade status for sites

After the SharePoint Products Configuration Wizard has finished, you can monitor the upgrade process for each site from the Upgrade Status page in SharePoint Central Administration or by using the localupgradestatus operation in Stsadm.exe. For more information, see Verify upgrade and review upgraded sites (SharePoint Foundation 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 World Wide Web Publishing Service on the front-end Web servers to make the Web servers available to users.

note Note:

Search results might be incomplete or might not be returned for a few minutes after upgrade. This is because the Search Synchronization Timer job must run after upgrade, and search results are not available until the job has finished.

Verification

If upgrade fails or reports issues, you can refer to the log and error files for more information. For more information about how to review the log files and how to restart upgrade after a failure, see Verify upgrade and review upgraded sites (SharePoint Foundation 2010). If you are using Visual Upgrade, for more information about previewing sites and changing to the new user interface, see Manage visual upgrade (SharePoint Foundation 2010).

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