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Upgrade from Windows SharePoint Services 2.0 to SharePoint Foundation 2010

SharePoint 2010

Published: May 12, 2010

You cannot upgrade directly from Windows SharePoint Services 2.0 to Microsoft SharePoint Foundation 2010.

The changes between versions are too great, and the hardware requirements differ so much between versions that a direct, in-place upgrade is not possible or supported. You can, however, perform a series of database attach upgrades to first upgrade your content to Windows SharePoint Services 3.0 and then to SharePoint Foundation 2010. This article describes the process of performing this double-database attach upgrade.

note Note:

During this entire process, your old environment should be offline, to prevent users from making changes in the old environment while you are upgrading. After you have finished and validated the upgrade, you can grant access to your users again in the SharePoint Foundation 2010 environment.

In this article:

Process overview

Because this upgrade approach combines two upgrade processes that have already been documented, this article describes how the steps from each process fit together into the overall process. It does not provide details for every step, because those steps are available in the following articles:

These articles, combined with this roadmap, give you the information you need to perform the double-database attach upgrade.

Important Important:

Make sure that you try out this entire process in a test environment before you attempt to upgrade your actual live content. For more information about how to test your upgrade processes, see the following content:

Upgrade sequence

To upgrade your content across the two versions, follow these steps.

  1. Prepare to upgrade

    1. Prepare your original farm by running the pre-upgrade scan tool and making an inventory of all of your customizations.

    2. Set up a small, temporary farm that is running Windows SharePoint Services 3.0.

    3. Set up your full SharePoint Foundation 2010 farm, and verify that it is configured and running correctly.

  2. First upgrade: Upgrade the content to Windows SharePoint Services 3.0

    1. Detach the content databases from the old farm, and then take that farm offline.

      Alternatively, you can leave the databases attached and make a copy of the databases if you want to ensure that your original farm can be restored to use quickly.

    2. Attach the content databases to the Windows SharePoint Services 3.0 farm and upgrade them.

    3. Verify that the content has been upgraded and that the Windows SharePoint Services 3.0 farm is working correctly.

  3. Second upgrade: Upgrade the content to SharePoint Foundation 2010

    1. Detach the content databases from the Windows SharePoint Services 3.0 farm.

    2. Attach the content databases to the SharePoint Foundation 2010 farm and upgrade them (optionally, you can upgrade them in parallel).

    3. Verify that the content has been upgraded and that the SharePoint Foundation 2010 farm is working correctly.

  4. Start serving requests on the SharePoint Foundation 2010 farm.

The following diagrams illustrate this process:

The database attach upgrade to Windows SharePoint Services 3.0.

Database attach to Windows SharePoint Services 3.0

The database attach upgrade to SharePoint Foundation 2010.

Database attach to SharePoint Foundation 2010

Before you begin

Before you begin your upgrade, review the following information about permissions, hardware requirements, and software requirements. Follow the specified steps to install or configure prerequisite software or to modify settings.

Review required permissions

Review required hardware and software

In some environments, you must coordinate the procedures for moving databases to a separate farm with the database administrator. Make sure that you follow any applicable policies and guidelines for handling databases.

Prepare to upgrade

Because you are performing two upgrades, you need to understand all of the steps involved both in upgrading to Windows SharePoint Services 3.0 and to SharePoint Foundation 2010. The following content is available to help you understand these upgrade processes:

Preparing to upgrade to Windows SharePoint Services 3.0

Preparing to upgrade to SharePoint Foundation 2010

Prepare your farms

In this step, you follow the pre-upgrade steps on your existing farm, create your temporary farm for the upgrade to Windows SharePoint Services 3.0, and create your destination SharePoint Foundation 2010 farm. Use the following steps and related content when preparing your farm for the upgrades.

Create the temporary Windows SharePoint Services 3.0 farm

In a virtual or physical environment, create a temporary small farm that is running Windows SharePoint Services 3.0 with Service Pack 2 (SP2) and the October 2009 Cumulative Update. You will use this farm to upgrade your content to Windows SharePoint Services 3.0 on the way to SharePoint Foundation 2010.

Tip Tip:

For best results, it is recommended that you apply the latest updates to the environment. The October 2009 Cumulative Update includes changes to the pre-upgrade checker that can help identify issues before upgrade. For a list of available updates, see Update Center for Microsoft Office, Office Servers, and Related Products (http://go.microsoft.com/fwlink/p/?LinkID=181115). For more information about applying updates, see Updates Resource Center for SharePoint Products and Technologies (http://go.microsoft.com/fwlink/p/?LinkID=181116).

  1. Download the software for the temporary farm.

    Download Windows SharePoint Services 3.0 with SP2 at one of the following links:

  2. Install any language template packs needed for your sites. For more information, see Install available language template packs (Windows SharePoint Services).

  3. Configure the farm by using the appropriate farm settings for your environment and reapplying all of the customizations needed by your content. Make sure that you deploy the customizations and the upgrade definition files needed for any custom site definitions that might exist in your environment. You must create Web applications on the temporary farm for every virtual server that you had in your original farm. The URL for the new Web applications should match either the source farm URLs or the destination farm URLs, otherwise you risk adding references to additional temporary URLs to the content. Ideally, you should use the same URLs for the source farm and destination farm, so that the temporary farm URLs are exactly the same as well, including the port numbers used.

    For more information about configuring the farm, see Prepare the new Windows SharePoint Services 3.0 environment. For more information about deploying custom site definitions and upgrade definitions, see Deploy upgrade definition files and new site definitions (Windows SharePoint Services).

Set up your full SharePoint Foundation 2010 farm

This is the farm you will use for your production environment eventually, so make sure that you plan your infrastructure appropriately to support the solution you are hosting. For more information about how to plan your server farm, see Server farm and environment planning (SharePoint Foundation 2010).

  1. Create your farm on 64-bit hardware with database servers that are running a 64-bit version of Microsoft SQL Server 2008 with Service Pack 1 (SP1) and Cumulative Update 2. For more information, see Multiple servers for a three-tier farm (SharePoint Foundation 2010).

  2. Install any language template packs needed for your sites. For more information, see Install available language template packs (SharePoint Foundation 2010).

  3. Configure the farm by using the appropriate farm settings for your environment and reapplying all of the customizations needed by your content. Again, you must create Web applications on the destination farm for every virtual server that you had in your original farm.

    For more information about how to create and configure a server farm for a database attach upgrade, see Prepare the new SharePoint Foundation 2010 environment for a database attach upgrade.

Perform the first upgrade

With your farms set up and configured, you are ready to upgrade your content databases to Windows SharePoint Services 3.0.

Important Important:

Make sure that you have run the pre-upgrade scan tool on your original farm before you detach the databases. The upgrade process will not run if you have not scanned the databases. For more information, see Run the pre-upgrade scan tool (Windows SharePoint Services).

To perform a database attach upgrade (called database migration for this version), follow these steps:

  1. Back up the content databases.

  2. Restore the backed-up copies to your temporary farm.

  3. Add the databases to the Web applications to start the upgrade process.

For complete information and steps to follow, see Migrate content databases.

Verify the first upgrade

To verify the upgrade, do the following:

  • Review the upgrade log file. For more information, see Migrate content databases.

  • Review the upgraded sites to make sure that they still work as expected and that your Web Parts and other custom elements work correctly.

Perform the second upgrade

After you have verified that your sites work correctly, you can begin the upgrade to SharePoint Foundation 2010.

Important Important:

Run the pre-upgrade checker and review the report so that you can address any potential issues on your temporary farm before you upgrade the content. For more information, see Run the pre-upgrade checker (SharePoint Foundation 2010).

To perform the database attach upgrade, follow these steps:

  1. Back up the content databases.

  2. Restore the backed-up copies to your destination farm.

  3. Add the databases to the Web applications to start the upgrade process. In SharePoint Foundation 2010, you can attach databases in parallel to speed up the upgrade process.

For complete information and steps to follow, see Attach databases and upgrade to SharePoint Foundation 2010.

Verify the second upgrade

To verify the upgrade, do the following:

  • Review the upgrade log file.

  • Review the upgraded sites to make sure that they still work as expected and that your Web Parts and other custom elements work correctly.

For more information, see Verify upgrade and review upgraded sites (SharePoint Foundation 2010).

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