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Upgrade from Office SharePoint Server 2007 or Windows SharePoint Services 3.0 to SharePoint Server 2013 or SharePoint Foundation 2013

 

Applies to: Windows SharePoint Services 3.0, SharePoint Server 2013, SharePoint Server 2007, SharePoint Foundation 2013

Topic Last Modified: 2013-12-18

Summary:  Learn how to use the database-attach method to upgrade from Windows SharePoint Services 3.0 or Office SharePoint Server 2007 to SharePoint 2013.

You cannot upgrade directly from the server products in the Office 2007 release to SharePoint 2013. The changes between versions are too great, and the hardware requirements differ so much between versions that a direct upgrade is not possible or supported. However, you can perform a series of database-attach upgrades to first upgrade your content to SharePoint 2010 Products and then to SharePoint 2013. This article describes how to perform these sequential database-attach upgrades.

NoteNote:
During this whole process, your old environment should be offline or in read-only mode to prevent users from making changes in the old environment while you upgrade. After you finish and validate the upgrade, you can grant access to users in the SharePoint 2013 environment.

Because this upgrade approach combines two upgrade processes that are already documented in the TechNet library, 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 combinations of articles and this roadmap give you the information to perform the sequential database-attach upgrades.

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

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

  1. Prepare to upgrade

    1. Prepare your original farm. Be sure that you have installed the latest software updates for Windows SharePoint Services 3.0 or Office SharePoint Server 2007. You must have Service Pack 2 at a minimum before you run the pre-upgrade checker and make an inventory of all the customizations on the Upgrade worksheet for SharePoint Server 2010.

      For a list of available updates for Windows SharePoint Services 3.0 and Office SharePoint Server 2007, see Updates for SharePoint Products and Technologies.

    2. Set up a small, temporary farm that is running SharePoint Foundation 2010 or SharePoint Server 2010 depending on whether you're upgrading from Windows SharePoint Services 3.0 or Office SharePoint Server 2007. Ensure that the latest service packs and updates are installed on this temporary farm. For information about requirements, Review required hardware and software.

      For a list of updates available for SharePoint Foundation 2010 and SharePoint Server 2010, see Updates for SharePoint 2010 Products.

    3. Set up your full SharePoint Foundation 2013 or SharePoint Server 2013 farm, and verify that it is configured and running correctly.

  2. First upgrade: Upgrade the content to SharePoint 2010 Products

    1. Use SQL Server to make a backup of the content databases on the Windows SharePoint Services 3.0 or Office SharePoint Server 2007 farm, restore the backups to the SharePoint Foundation 2010 or SharePoint Server 2010 farm, and then take the old farm offline.

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

    3. Verify that the content was upgraded and that the SharePoint Foundation 2010 or SharePoint Server 2010 farm is working correctly.

  3. Second upgrade: Upgrade the content to SharePoint 2013

    1. Use SQL Server to make a backup of the content databases on the SharePoint Foundation 2010 or SharePoint Server 2010 farm, and then restore them to the SharePoint Foundation 2013 or SharePoint Server 2013 farm.

    2. Attach the copies of the content databases to the SharePoint Foundation 2013 or SharePoint Server 2013 farm and upgrade them (optionally, you can upgrade them in parallel).

    3. Verify that the content was upgraded and that the SharePoint Foundation 2013 or SharePoint Server 2013 farm is working correctly.

    4. Upgrade the site collections.

  4. Start serving requests on the SharePoint 2013 farm

The following diagrams illustrate this process:

  • The process to upgrade to SharePoint 2010 Products:

    Upgrade from the server products in the Office 2007 release to SharePoint 2010 Products.

    Upgrade from 2007 to a temporary 2010 farm

  • The process to upgrade to SharePoint 2013:

    Upgrade from SharePoint 2010 Products to SharePoint 2013.

    Upgrade from temporary 2010 farm to 2013

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

NoteNote:
Because SharePoint 2013 runs as websites in Internet Information Services (IIS), administrators and users depend on the accessibility features that browsers provide. SharePoint 2013 supports the accessibility features of supported browsers. For more information, see the following resources:

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

Because you perform two upgrades, you must understand every step that is involved in the upgrade to SharePoint 2010 Products and the upgrade to SharePoint 2013. The following content helps you understand these upgrade processes:

Prepare to upgrade to SharePoint 2010 Products

For SharePoint Server 2010:

For SharePoint Foundation 2010:

Prepare to upgrade to SharePoint 2013

In this step, you follow the pre-upgrade steps on your existing farm, create your temporary farm for the upgrade to SharePoint Foundation 2010 or SharePoint Server 2010, and create your destination SharePoint Foundation 2013 or SharePoint Server 2013 farm. Use the following steps and related content when you prepare your farm for the upgrades.

Run the pre-upgrade checker

For information, see Run the pre-upgrade checker (SharePoint Foundation 2010) or Run the pre-upgrade checker (SharePoint Server 2010).

Create the temporary SharePoint 2010 Products farm

In a virtual or physical environment, create a temporary small farm that is running SharePoint Foundation 2010 or SharePoint Server 2010 depending on whether you're upgrading from Windows SharePoint Services 3.0 or Office SharePoint Server 2007. You will use this farm to upgrade your content to SharePoint Foundation 2010 or SharePoint Server 2010 on the way to SharePoint Foundation 2013 or SharePoint Server 2013.

TipTip:
For best results, we recommend that you apply the latest updates to the environment. For a list of available updates, see Updates for SharePoint 2010 Products.
  1. Download the software for the temporary farm.

  2. Install all language template packs that your sites need. For more information, see Deploy language packs (SharePoint Foundation 2010) or Deploy language packs (SharePoint Server 2010).

  3. To configure the farm, use the appropriate farm settings for your environment and reinstall all of the customizations that your content needs. You must create web applications on the temporary farm for every web application 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 might add 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 identical. This includes the port numbers.

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

Set up your full SharePoint 2013 farm

This is the farm you will use for your production environment eventually. Therefore, make sure that you plan your infrastructure appropriately to support the solution that you are hosting. For more information about how to plan your server farm, see Plan for SharePoint 2013.

  1. Create your farm on 64-bit hardware with database servers that run a 64-bit version of SQL Server 2008 R2 with Service Pack 1 (SP1) or SQL Server 2012. For more information, see Install SharePoint 2013.

  2. Install all language template packs that your sites need. For more information, see Install or uninstall language packs for SharePoint 2013.

  3. To configure the farm, use the appropriate farm settings for your environment and reapply all of the customizations that your content needs. Again, you must create web applications on the destination farm for every web application that you had in your original farm.

    For specific information about how to create and configure a server farm for a database-attach upgrade, see Create the SharePoint 2013 farm for a database attach upgrade.

After you have set up and configured your farms, you are ready to upgrade your content databases to SharePoint Foundation 2010 or SharePoint Server 2010.

ImportantImportant:
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) or Run the pre-upgrade checker (SharePoint Server 2010).

To perform a database-attach upgrade, follow these steps:

  1. Back up the content databases.

    Content databases are any databases that use the "_content" suffix.

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

  3. Attach the databases to the web applications to start the upgrade process. 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 Server 2010.

After upgrade, you might have to perform additional steps for specific services. For more information, see Attach databases and upgrade to SharePoint Foundation 2010 or Perform post-upgrade steps for a database attach upgrade (SharePoint Server 2010).

To verify the upgrade, do the following:

  • Review the upgrade log file.

  • Validate the upgraded environment.

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

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

After you have verified that your sites work correctly, you can start the upgrade to SharePoint 2013.

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. Attach the databases to the web applications to start the upgrade process. You can attach databases in parallel to speed up the upgrade process.

For complete information and steps to follow, see Upgrade databases from SharePoint 2010 to SharePoint 2013.

To verify the upgrade, do the following:

  • Review the upgrade log file.

  • Validate the upgraded environment.

For more information, see Verify database upgrades in SharePoint 2013.

In SharePoint 2013, site collection upgrade is a separate process from upgrading the content databases. After you have upgraded your environment, either the site collection administrator or the farm administrator can upgrade each site collection. For more information, see Upgrade site collections to SharePoint 2013.

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