Module 4:Upgrading from Windows

SharePoint Services 2.0 to 3.0

Overview

Planning for an Upgrade of WindowsSharePoint Services

Preparing to Perform an Upgrade

Lesson 1: Planning for an Upgrade of Windows SharePoint Services

Three Approaches for Upgrading to WSS 3.0

System Requirements for an Upgrade

Best Practices for Upgrading WSS

Considerations for Handling Site Customizations

Three Approaches for Upgrading to WSS 3.0

In-place upgradeIn-place upgrade

Gradual upgradeGradual upgrade

Database migrationDatabase migration

System Requirements for an Upgrade

Environment Requirement

Single server

A dual-processor computer with processor clock speeds of 2.5 gigahertz (GHz) or higher

A minimum of 1 gigabyte (GB) of random access memory (RAM )

Server farm

A dual-processor computer with processor clock speeds of 2.5 GHz or higher and a minimum of 2 GB of RAM for the Web Front End (WFE) server and the application servers

A dual-processor computer with processor clock speeds of 2.0 GHz or higher and a minimum of 2 GB of RAM for the back-end database server

Best Practices for Upgrading WSS

Lock WSS 2.0 sites and configuration dataLock WSS 2.0 sites and configuration data

Perform capacity planningPerform capacity planning

Perform a trial upgradePerform a trial upgrade

Create a communication planCreate a communication plan

Back up all databasesBack up all databases

Considerations for Handling Site Customizations

Method Consideration

Keep the customizations

Plan to test the customizations on the trial upgrade box

Plan to develop new custom site definitions and create upgrade definition files

Remove the customizations

Reset the Web site to use the site definition pages

Start fresh with a new WSS site in a new environment

Redo the customizations

Plan to redo the customizations and estimate the time and resources required

Lesson 2: Preparing to Perform an Upgrade

Common Steps in the Upgrade Process

Primary Tasks for an In-Place Upgrade

Demonstration: How to Perform an In-Place Upgrade

Primary Tasks for a Gradual Upgrade

Primary Tasks for Database Migration

Solutions to Possible Upgrade Issues

Common Steps in the Upgrade Process

Install SP2 for WSS 2.0Install SP2 for WSS 2.0

Run a trial upgrade and

review the results

Run a trial upgrade and

review the results

Communicate downtime to site owners and users

Communicate downtime to site owners and users

Create DNS redirects for old sites

Create DNS redirects for old sites

Redeploy custom Web part packagesRedeploy custom

Web part packages

Run and test a full backup of the production databasesRun and test a full backup of the production databases

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Perform WSS 3.0 upgrade on the

production farm

Perform WSS 3.0 upgrade on the

production farm

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Primary Tasks for an In-Place Upgrade

Run the setup.exe file for WSS 3.0

Configure WSS 3.0 by using SharePoint Products and Technologies Configuration Wizard

Review the log files and resolve any issues

Run the setup.exe file for WSS 3.0

Configure WSS 3.0 by using SharePoint Products and Technologies Configuration Wizard

Review the log files and resolve any issues

Install and configure WSS 3.0

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Install WSS 3.0 language packs

Review upgraded sites

Install WSS 3.0 language packs

Review upgraded sites

Perform post-upgrade steps

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Demonstration: How to Perform an In-Place Upgrade

In this demonstration, you will see how to:

Perform an in-place upgrade

Primary Tasks for a Gradual Upgrade

Install and configure WSS 3.0

Upgrade WSS 2.0 sites to WSS 3.0

Perform post-upgrade steps

Install and configure WSS 3.0

Upgrade WSS 2.0 sites to WSS 3.0

Perform post-upgrade steps

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Primary Tasks for Database Migration

Set the WSS 2.0 databases to be read-only

Back up the WSS 2.0 databases using SQL Server

Create the new WSS 3.0 server farm and restore the backup copy to the new server farm

Add the content databases to the Web applications

Review the log files for any issues

Repeat the restore and add content database procedure for all content databases

Perform post-upgrade steps after database migration

Solutions to Possible Upgrade Issues

Lab: Determining Upgrade Methods and Performing an In-Place Upgrade

Exercise 1: Identifying the Appropriate Upgrade Method

Exercise 2: Performing an In-Place Upgrade