Upgrading To Microsoft SharePoint Server 2010

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Upgrading toMicrosoft SharePoint Server 2010Microsoft CorporationPublished: November 2010Author: Microsoft Office System and Servers Team (itspdocs@microsoft.com)AbstractThis book is designed to guide administrators and IT professionals through the process of upgrading toMicrosoft SharePoint Server 2010 from Microsoft Office SharePoint Server 2007.The content in this book is a copy of selected content in the SharePoint Server 2010 technical library(http://go.microsoft.com/fwlink/?LinkId 181463) as of the publication date. For the most current content,see the technical library on the Web.

This document is provided “as-is”. Information and views expressed in this document, including URLand other Internet Web site references, may change without notice. You bear the risk of using it.Some examples depicted herein are provided for illustration only and are fictitious. No real associationor connection is intended or should be inferred.This document does not provide you with any legal rights to any intellectual property in any Microsoftproduct. You may copy and use this document for your internal, reference purposes. 2010 Microsoft Corporation. All rights reserved.Microsoft, Access, Active Directory, Backstage, Excel, Groove, Hotmail, InfoPath, Internet Explorer,Outlook, PerformancePoint, PowerPoint, SharePoint, Silverlight, Windows, Windows Live, WindowsMobile, Windows PowerShell, Windows Server, and Windows Vista are either registered trademarks ortrademarks of Microsoft Corporation in the United States and/or other countries.The information contained in this document represents the current view of Microsoft Corporation on theissues discussed as of the date of publication. Because Microsoft must respond to changing marketconditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoftcannot guarantee the accuracy of any information presented after the date of publication.ii

ContentsGetting help . xiUpgrading to SharePoint Server 2010 . 1About the upgrade process (SharePoint Server 2010) . 3What's new in upgrade (SharePoint Server 2010) . 4Upgrade requirements . 4Hardware requirement: 64-bit . 4Operating system requirement: Windows Server 2008 or Windows Server 2008 R2 . 5Database requirement: 64-bit SQL Server 2005 SP3 or SQL Server 2008 SP1 . 6Pre-upgrade checker . 6Windows PowerShell command to check databases before attaching . 7Visual Upgrade . 7Feature Upgrade . 7New options for reducing downtime during upgrade . 8Changes in key features between versions . 8Upgrade process overview (SharePoint Server 2010). 12In-place upgrade . 12Database attach upgrade . 14Hybrid approach 1: Read-only databases . 15Hybrid approach 2: Detach databases . 17How search features are affected by upgrade (SharePoint Server 2010) . 21How other services are affected by upgrade (SharePoint Server 2010) . 22Updated services infrastructure for SharePoint Server 2010 . 22In-place upgrade with services. 23Before in-place upgrade . 24During in-place upgrade . 24After in-place upgrade . 29Database attach upgrade with services . 29Before database attach upgrade . 29During database attach upgrade . 30After database attach upgrade . 30Considerations for specific services . 31User profiles . 31My Site Web sites . 32Office SharePoint Server Search . 32iii

Windows SharePoint Services Search . 33InfoPath Forms Services . 33Excel Services . 33Business Data Catalog . 34Single sign-on . 34About upgrading farms that share services (parent and child farms) (SharePoint Server 2010) . 35About upgrading parent and child farms . 35Considerations for upgrading parent and child farms . 36Process overview: Upgrading a duplicate parent farm . 36Process overview: Upgrading by using a temporary parent farm . 41Upgrading from SharePoint Portal Server 2003 to SharePoint Server 2010 . 46Process overview . 46Upgrade sequence . 47Before you begin . 49Review required permissions . 49Review required hardware and software . 50Prepare to upgrade . 50Prepare your farms. 51Perform the first upgrade . 52Verify the first upgrade . 53Perform the second upgrade . 53Verify the second upgrade . 54Plan and prepare for upgrade (SharePoint Server 2010) . 55Determine upgrade approach (SharePoint Server 2010) . 56Choose an upgrade approach. 56Special cases . 59Review upgrade best practices (SharePoint Server 2010) . 63Review supported and unsupported upgrade paths (SharePoint Server 2010) . 66Review supported topologies for upgrade . 66Physical topology guidance . 66Supported topologies . 66Migrating from a stand-alone server to a server farm . 67Migrating from 32-bit hardware . 67Supported editions for upgrade . 67Supported cross-product upgrades . 68Review system requirements for upgrade (SharePoint Server 2010) . 69About these requirements . 69iv

Determine how to handle customizations (SharePoint Server 2010) . 71Identify customizations in your environment . 71Evaluate the customizations . 71Considerations for specific customizations . 72Ensure that future customizations follow best practices . 75Create a communication plan (SharePoint Server 2010) . 76Who is on the upgrade team? . 76When and what to communicate to the upgrade team . 77When and what to communicate to site users . 78Plan to upgrade to Business Connectivity Services (SharePoint Server 2010) . 79The Business Data Catalog, Application Registry, and Business Data Connectivity service . 79How Business Connectivity Services upgrade works . 80Upgrading by using database attach. 82Solution-specific upgrade considerations . 82Models . 82Web Parts . 83Search. 84Single sign-on . 84Maintaining service databases on separate servers . 84Maintaining parent and child farm relationships . 84Plan to upgrade form templates during an upgrade to SharePoint Server 2010 . 86About upgrading forms during an upgrade to SharePoint Server 2010 . 86Upgrade form templates during a database attach upgrade to SharePoint Server 2010 . 87Export and import administrator-approved form template files between configuration databases. 88Update form template links to the server . 88Upgrade form templates during an in-place upgrade to SharePoint Server 2010 . 89Plan visual upgrade (SharePoint Server 2010) . 90Key planning phase of visual upgrade . 90Preserving the existing user interface . 90Upgrading to the new user interface . 91Training site collection owners and site owners . 91Known issues . 92Testing and troubleshooting upgrade (SharePoint Server 2010) . 93Best practices for testing upgrade (SharePoint Server 2010) . 95Use a trial upgrade to find potential issues (SharePoint Server 2010) . 97Set up a test environment . 98v

Using a virtual test environment . 98Using a physical test environment . 99Additional test environments for database attach upgrade . 100Identify and install customizations . 100Copy real data to the test environment and try the upgrade . 101Try in-place upgrade . 102Try a database attach upgrade . 102Review your results . 103Review the log files . 103Restart upgrade, if necessary . 104Review upgraded sites . 104Adjust your plans and test again . 104Estimate how long the upgrade process will take and the space that you need (SharePoint Server2010) . 105Estimate the space that you need for the upgrade . 105Estimate how long the upgrade will take . 106Cleaning up your environment before upgrade (SharePoint Server 2010) . 110Items to clean up . 110Delete unused or underused site collections and subwebs . 110Address large lists . 110Address large numbers of site collections in a content database . 111Address large ACLs . 111Remove extraneous document versions . 111Remove unused templates, features, and Web Parts . 111Repair data issues . 112Making structural changes . 113Troubleshoot upgrade issues (SharePoint Server 2010) . 114General principles for identifying issues. 114First, check upgrade status and log files . 114Then, address issues in order . 115Common issues.

Microsoft SharePoint Server 2010 Microsoft Corporation Published: November 2010 Author: Microsoft Office System and Servers Team (itspdocs@microsoft.com) Abstract This book is designed to guide administrators and IT professionals through the process of upgrading to Microsoft SharePoint Server 2010 from

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