Perform a gradual upgrade with shared services (upgrading a child portal first)

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Applies To: Office SharePoint Server 2007

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Topic Last Modified: 2016-11-14

When you perform a gradual upgrade in a Microsoft Office SharePoint Portal Server 2003 environment that contains shared services, you must perform the upgrade actions in a specific order. This article walks you through the process for upgrading a child portal site before the parent portal site. If you want to upgrade the parent portal site first, follow the steps in Perform a gradual upgrade with shared services (upgrading the parent portal first).

Important

After you upgrade a child portal site first, during a gradual upgrade, the upgraded child portal site is no longer a child portal site of the SharePoint Portal Server 2003 parent portal site. The upgraded child portal site uses the shared services provided by a temporary Shared Services Provider (SSP) in a new server farm running Microsoft Office SharePoint Server 2007. The SharePoint Portal Server 2003 parent portal site cannot crawl the upgraded Office SharePoint Server 2007 site.
When you later upgrade the SharePoint Portal Server 2003 parent portal site, you can configure inter-farm shared services so that the server farm that you created to host the temporary SSP instead uses the services of the SSP on the original parent portal site. You can also move the child portal site that you upgraded first back to the original server farm after you have completed the upgrade process. For more information about redistributing content or sites, see Migrate content or sites after upgrade (Office SharePoint Server).

Before you begin, be sure that you have completed the steps in Perform pre-upgrade steps.

In this article:

  • Create a new Microsoft Office SharePoint Server 2007 environment

  • Upgrade the personal site host and personal sites in Microsoft Office SharePoint Portal Server 2003 (repeat as necessary)

  • Upgrade team site host and team sites (repeat as necessary)

  • Upgrade child portal sites (repeat as necessary)

You can upgrade the My Sites, team sites, and child portal sites in any order, but it is best to upgrade all My Sites at one time, for a consistent user experience. After you have completed these steps, you can Perform post-upgrade steps for a gradual upgrade (Office SharePoint Server).

Create a new Microsoft Office SharePoint Server 2007 environment

Upgrade the personal site host and personal sites in Microsoft Office SharePoint Portal Server 2003 (repeat as necessary)

In most environments, the personal site host is the same as the parent portal site. You only need to perform steps 1 through 3 if you configured the personal site host to be on its own farm in SharePoint Central Administration for SharePoint Portal Server 2003.

  1. Follow the steps in Install and configure Office SharePoint Server for a gradual upgrade. Be sure to run Setup on all servers in the server farm, starting with the server that hosts SharePoint Central Administration.

  2. If necessary, follow the steps in Install available language template packs (Office SharePoint Server).

  3. Review the log files to check for any issues.

  4. Prepare the Web applications, by using the steps in Upgrade sites (Office SharePoint Server).

    Make sure you associate the personal site host with the new SSP.

  5. Upgrade the site collections, by using the steps in Upgrade sites (Office SharePoint Server). Be sure to upgrade the root Web site for the Web application first.

  6. Follow the steps in Review upgraded sites (Office SharePoint Server).

Upgrade team site host and team sites (repeat as necessary)

Perform steps 1 through 3 only if the team sites are hosted on their own server farm.

  1. Follow the steps in Install and configure Office SharePoint Server for a gradual upgrade. Be sure to run Setup on all servers in the server farm, starting with the server that hosts SharePoint Central Administration.

  2. If necessary, follow the steps in Install available language template packs (Office SharePoint Server).

  3. Review the log files to check for any issues.

  4. Prepare the Web applications, by using the steps in Upgrade sites (Office SharePoint Server).

    Make sure you associate the team site host with the new SSP.

  5. Upgrade the site collections, by using the steps in Upgrade sites (Office SharePoint Server). You must upgrade the root Web site for the Web application first.

  6. Review upgraded sites (Office SharePoint Server).

Upgrade child portal sites (repeat as necessary)

Important

When you perform a gradual upgrade in an environment that includes shared services, the upgrade process creates a SQL Server backup file for the Profile (PROF) and Component settings (SERV) databases. This backup is stored in the default data directory for SQL Server, often: %COMMONPROGRAMFILES%\mssql\data. Before installing Office SharePoint Server and starting the upgrade process, make sure that there is enough room at this default backup location to store a backup of your PROF and SERV databases, or, in SQL Server properties, change the default data directory to a location that has enough disk space.

  1. Follow the steps in Install and configure Office SharePoint Server for a gradual upgrade. Be sure to run Setup on all servers in the server farm, starting with the server that hosts SharePoint Central Administration.

  2. If necessary, follow the steps in Install available language template packs (Office SharePoint Server).

  3. Review the log files to check for any issues.

  4. Prepare the Web applications, by using the steps in Upgrade sites (Office SharePoint Server).

    Make sure you associate the child portal sites with the new SSP.

  5. Upgrade the site collections, by using the steps in Upgrade sites (Office SharePoint Server). You must upgrade the root Web site for the Web application first. Note that all areas and shared services are upgraded when you upgrade the portal site.

  6. Follow the steps in Review upgraded sites (Office SharePoint Server).

  7. Upgrade any My Sites for the child portal site, using the steps in Upgrade personal sites in Microsoft Office SharePoint Portal Server 2003 (repeat as necessary).

  8. Upgrade any team sites for the child portal site, using the steps in Upgrade team sites (repeat as necessary).

  9. Modify the start addresses of the SharePoint Portal Server 2003 parent portal site to prevent double-crawling of the content.

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