Contents
WSSDeployment2.Cover
Upgrading to Windows SharePoint Services 3.0 technology
WSSDeployment2.Copy
Roadmap to Windows SharePoint Services 3.0 content
Windows SharePoint Services3.0 content by audience
Windows SharePoint Services3.0 IT professional content by stage of the IT life cycle
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I. Plan and prepare for upgrade (*WSS*)
Subhead
Chapter overview: Plan and prepare for upgrade
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Determine upgrade approach
Choose an upgrade approach
Special cases
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How the upgrade process works (Windows SharePoint Services)
In-place upgrade
Gradual upgrade
How URL redirects are handled during gradual upgrade
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Review system requirements for upgrade (Windows SharePoint Services)
Stand-alone installation
Server farm installation
Worksheet
Estimate how long the upgrade process will take and the amount of space needed (Windows SharePoint Services)
Estimate the amount of space needed for the upgrade
Estimate how long the upgrade will take
Worksheet
Create communication plan (Windows SharePoint Services)
When and what to communicate to the upgrade team
When and what to communicate with site users
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Use a trial upgrade to find potential issues (Windows SharePoint Services)
Review common issues
Perform a trial upgrade
Test custom Web Parts
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Determine how to handle customizations (Windows SharePoint Services)
Carefully monitor your use of customizations and Web Parts
Worksheet
Develop new custom site definitions and create upgrade definition files (Windows SharePoint Services)
Before you develop new custom site definitions
Develop new custom site definitions
About upgrade definition files
Create upgrade definition files
Record upgrade definition file information on a worksheet
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II. Perform pre-upgrade steps (*WSS*)
Subhead
Chapter overview: Perform pre-upgrade steps (Windows SharePoint Services)
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Install Service Pack 2 for Windows SharePoint Services 2.0
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Install all pre-requisites (Windows SharePoint Services)
Install Microsoft .NET Framework 3.0
Enable Microsoft ASP.NET 2.0
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Communicate downtime to site owners and users (Windows SharePoint Services)
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Run and test a full backup in SQL Server (Windows SharePoint Services)
Back up a database
Test the backups
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Create new domain names (gradual upgrade only) (Windows SharePoint Services)
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Run the pre-upgrade scan tool (Windows SharePoint Services)
Issues that are reported by the pre-upgrade scan tool
Install and run the pre-upgrade scan tool
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Deploy upgrade definition files and new site definitions (Windows SharePoint Services)
Before you deploy upgrade definition files and site definitions
Deploy upgrade definition files and site definitions
Upgrade custom Web Part packages (Windows SharePoint Services)
Upgrade custom Web Part packages
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Save blocked file type settings (Windows SharePoint Services)
III. Perform an in-place upgrade (*WSS*)
Subhead
Chapter overview: Perform an in-place upgrade (Windows SharePoint Services)
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Install and configure Windows SharePoint Services for an in-place upgrade
Before you begin
Install Windows SharePoint Services 3.0
Run the SharePoint Products and Technologies Configuration Wizard
Install and configure Windows SharePoint Services 3.0 using the command line
Review the log files and resolve any issues
Install available language template packs (Windows SharePoint Services)
About installing language template packs and upgrading sites
About changing languages
Install language template packs
IV. Perform a gradual upgrade (*WSS*)
Subhead
Chapter overview: Perform a gradual upgrade (Windows SharePoint Services)
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Install and configure Windows SharePoint Services for a gradual upgrade
Before you begin
Install Windows SharePoint Services 3.0
Install and configure Windows SharePoint Services 3.0 on other front-end Web servers in the farm
Run the SharePoint Products and Technologies Configuration Wizard
Install and configure Windows SharePoint Services 3.0 using the command line
Review the log files and resolve any issues
Upgrade sites (Windows SharePoint Services)
Upgrade sites by using Central Administration pages
Upgrade sites by using the command line
Upgrade sites after installing a language template pack
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V. Deploy a new server farm, then migrate content databases
Subhead
Chapter overview: Deploy a new farm, then migrate databases (Windows SharePoint Services)
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Prepare the new Windows SharePoint Services 3.0 environment
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Migrate content databases
Before you begin
Set the previous version databases to be read-only
Back up the previous version databases by using SQL Server tools
Restore the backup copy to the new farm
Add the databases to the Web applications
Add a content database to a Web application by using the Stsadm command-line tool
Review the upgrade log files for any issues
Repeat the restore and add database procedures for all content databases
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Migrate content databases from WMSDE to Windows Internal Database
Detach the databases from your WMSDE instance
Copy and attach the database files to SQL Server
Add the databases to the Web applications
Add a content database to a Web application by using the command-line tool
Review the upgrade log files for any issues
Repeat the restore and add database procedures for all content databases
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VI. Perform post-upgrade steps (*WSS*)
Subhead
Chapter overview: Perform post-upgrade steps (Windows SharePoint Services)
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Verify upgrade (Windows SharePoint Services)
View the upgrade log
Force a software upgrade
View the Servers in Farm page
Review upgraded sites (Windows SharePoint Services)
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Revert to a previous version site (Windows SharePoint Services)
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Troubleshoot and resume upgrade (Windows SharePoint Services)
General information about troubleshooting and restarting upgrade
Known issues for pre-upgrade scanning
Upgrade is blocked if you use Localhost as your server name
Known issues for in-place upgrade
You must use a domain account, not Network Service, for server farm upgrades
Some settings are not preserved on the Web application when you perform an in-place upgrade
Upgrade finishes on the first front-end Web server but has failures
SPConfigurationDatabase2 sequence error in the upgrade log
For in-place upgrades on stand-alone servers, run upgrade from the command-line if you get an error with a login failure or connection failure to the database
Known issues for gradual upgrade
You must use a domain account, not Network Service, for server farm upgrades
Additional steps are required to gradually upgrade an SSL-only servers
I finalized the upgrade, but some sites were not upgraded yet, what can I do?
Known issues for database migration
You cannot add the same content database more than once to a farm, even on different Web applications
Known issues for customized sites
An application error can result when disallowed customizations are made to Web.config files
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Perform post-upgrade steps for an in-place upgrade (Windows SharePoint Services)
Remove Windows SharePoint Services 2.0 language packs
Reapply blocked file type settings
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Perform post-upgrade steps for a gradual upgrade (Windows SharePoint Services)
Delete any upgraded and confirmed 2.0 sites
Remove Windows SharePoint Services 2.0 language packs
Reapply blocked file type settings
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Finalize upgrade (Windows SharePoint Services)
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Migrate content or sites after upgrade (Windows SharePoint Services)
Migrate content by using import/export
Migrate a site collection by using backup/restore
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Add servers to an upgraded farm (Windows SharePoint Services)
Add a front-end Web server to an upgraded server farm
Add a back-end database server to an upgraded server farm
WSSDeployment2.Cover
Topic Last Modified: 2009-02-19
Upgrading to Windows SharePoint Services 3.0 technology
Microsoft Corporation
Published: February 2009
Author: Microsoft Office System and Servers Team ()
Abstract
This book provides information and guidelines to lead a team through the process of upgrading to Windows SharePoint Services 3.0. The audiences for this book are business application specialists, line-of-business specialists, information architects, IT generalists, program managers, and infrastructure specialists who are upgrading a solution based on Windows SharePoint Services 3.0. The content in this book is a copy of selected content in the Windows SharePoint Services technical library ( as of the date above. For the most current content, see the technical library on the Web.
Additional resources are also available on the Microsoft Web site, including the MSDN Resource Center: Migration and Upgrade Information for SharePoint Developers (
WSSDeployment2.Copy
Topic Last Modified: 2009-02-17
The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.
This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.
Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation.
Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.
Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, e-mail address, logo, person, place or event is intended or should be inferred.
© 2009 Microsoft Corporation. All rights reserved.
Microsoft, Access, ActiveDirectory, Excel, Groove, InfoPath, InternetExplorer, OneNote, Outlook, PerformancePoint, PowerPoint, SharePoint, SQLServer, Visio, Windows, WindowsServer, and WindowsVista are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
The names of actual companies and products mentioned herein may be the trademarks of their respective owners.
Roadmap to Windows SharePoint Services 3.0 content
Topic Last Modified: 2015-03-09
In this article:
- Windows SharePoint Services 3.0 content by audience
- Windows SharePoint Services 3.0 IT professional content by stage of the IT life cycle
Windows SharePoint Services3.0 content by audience
Each audience for Windows SharePoint Services 3.0 can go to a specific Web site for content that is tailored to that audience. The following table lists the audiences and provides links to the content for each audience.
Information Workers / IT Professionals / DevelopersContent available on
Office Online / Content available on:
TechNet / Content available on:
MSDN
- Home page— a central portal for Information Worker resources (
- Help and How-to— an index for Information Worker content (
- TechCenter— a central portal for IT professional resources (
- Technical Library— an index for IT professional content (
- Newly published content— an article that lists new or updated content in the Technical Library (
- Downloadable books— an article that lists the books available for download (
- Developer Center— a central portal for Developer resources (
- MSDN Library— an index for Developer content (
Additionally, there is information for all users of SharePoint Products and Technologies at the community and blog sites listed in the following table.
Community content and blogs- SharePoint Products and Technologies community portal— a central place for community information (blogs, newsgroups, etc.) about SharePoint Products and Technologies (
- SharePoint Products and Technologies team blog— a group blog from the teams who develop the SharePoint Products and Technologies (
- Support Center for Microsoft Windows SharePoint Services3.0— a central place for issues and solutions from Microsoft Help and Support (
Windows SharePoint Services3.0 IT professional content by stage of the IT life cycle
IT Professional content for Windows SharePoint Services 3.0 includes content appropriate for each stage of the IT life cycle— evaluate, plan, deploy, and operate— plus technical reference content. The following sections describe each stage in the IT life cycle and list the content available to assist IT professionals during that stage. The most up-to-date content is always available on the TechNet Web site.
We also offer downloadable books that cover each stage of the IT life cycle, plus books that cover all stages of the life cycle for a specific solution. For an updated list, see Downloadable books for Windows SharePoint Services (
Evaluate
During the evaluation stage, IT professionals (including decision makers, solution architects, and system architects) focus on understanding a new technology and evaluate how it can help them address their business needs. The following table lists resources that are available to help you evaluate Windows SharePoint Services 3.0.
Content / Description / LinksOnline content / Includes the most up-to-date content. The Technical Library on TechNet is continually refreshed with new and updated content. / Evaluation for Windows SharePoint Services 3.0 technology (
Evaluation Guide / Provides an overview, information about what's new, and conceptual information for understanding Windows SharePoint Services 3.0. / Windows SharePoint Services 3.0 Evaluation Guide (
Plan
During the planning stage, IT professionals have different needs depending on their role within an organization. If you are focused on designing a solution, including determining the structure, capabilities, and information architecture for a site, you might want information that helps you to determine which capabilities of Windows SharePoint Services 3.0 you want to take advantage of, and that helps you to plan for those capabilities and to tailor the solution to your organization's needs. On the other hand, if you are focused on the hardware and network environment for your solution, you might want information that helps you to structure the server topology, plan authentication methods, and understand system requirements for Windows SharePoint Services 3.0. We have planning content, including worksheets, to address both of these needs.
The following table lists resources that are available to help you plan for using Windows SharePoint Services 3.0.
Content / Description / LinksOnline content / Includes the most up-to-date content. The Technical Library on TechNet is continually refreshed with new and updated content. / Planning and architecture for Windows SharePoint Services 3.0 (
Planning Guide, Part 1 / Provides in-depth planning information for application administrators who are designing a solution based on Windows SharePoint Services 3.0. / Planning and architecture for Windows SharePoint Services, part 1 (
Planning Guide, Part 2 / Provides in-depth planning information for IT professionals who are designing the environment to host a solution based on Windows SharePoint Services 3.0. / Planning and architecture for Windows SharePoint Services, part 2 (
Deploy
During the deployment stage, you configure your environment, install Windows SharePoint Services 3.0, and then start creating SharePoint sites. Depending on your environment and your solution, you may have several configuration steps to perform for your servers, for your Shared Services Providers, and for your sites. Additionally, you may have templates, features, or other custom elements to deploy into your environment.
The process of upgrading from a previous-version product, such as Microsoft Office SharePoint Portal Server 2003, Microsoft Content Management Server 2002, or Windows SharePoint Services, is also part of the deployment stage of the IT life cycle. We have content that addresses planning for upgrade, performing the upgrade, and performing post-upgrade steps.
The following table lists resources that are available to help you deploy or upgrade to Windows SharePoint Services 3.0.
Content / Description / LinksOnline content / Includes the most up-to-date content. The Technical Library on TechNet is continually refreshed with new and updated content. / Deployment for Windows SharePoint Services 3.0 (
Deployment Guide / Provides in-depth deployment information for Windows SharePoint Services 3.0. / Deployment for Windows SharePoint Services (
Upgrade Guide / Provides overview and in-depth information for upgrading from a previous version product to Windows SharePoint Services 3.0. / Upgrading to Windows SharePoint Services 3.0 (
Migration and Upgrade for SharePoint Developers / Provides cross-audience (IT and developer) information for migration and upgrade from a previous version product to Windows SharePoint Services 3.0. / Migration and Upgrade Information for SharePoint Developers
(
Operate
After deployment, in which you install and configure your environment, you move to the operations stage. During this stage, you are focused on the day-to-day monitoring, maintenance, and tuning of your environment.
The following table lists resources that are available to help with day-to-day operations for Windows SharePoint Services 3.0.