most straightforward path from SharePoint 2007 to SharePoint 2010 is to
choose the in-place upgrade approach. This approach is typically used
on small to mid-sized SharePoint deployments, because it involves an
immediate upgrade of all site collections to SharePoint 2010, using the
As previously mentioned,
the main advantage to this migration approach is the simplicity of it
and the fact that it preserves farm settings, such as Audiences.
However, it is also the riskiest approach because it requires a full
commitment to the upgrade process and, if it fails, the only way to
recover is from backup.
Installing SharePoint 2010 Prerequisites
After the pre-upgrade check
tool has run and you have remediated any potential noncompliant
features, the first step toward upgrading a SharePoint 2007 environment
is to install all those components that SharePoint 2010 requires as
prerequisites. These components can be easily installed using the
SharePoint 2010 media. When inserting the media, the autorun
screen prompts for an option to install prerequisites. These install
all necessary components that SharePoint 2010 requires directly on the
box running SharePoint 2010. If the operating system is not Windows
Server 2008 or Windows Server 2008 R2, or if the server is not x64 bit,
you will immediately know at this point because the prerequisite
installation process will fail.
If you need to
manually install prerequisites, such as in the case when there is not
Internet access to the system, the following roles and tools are
Application Server Role
Web Server (IIS) Role
Microsoft SQL Server 2008 Native Client
Hotfix for Microsoft Windows (KB976462)
Windows Identity Foundation (KB974405)
Microsoft Sync Framework Runtime v 1.0 (x64)
Microsoft Chart Controls for Microsoft .NET Framework 3.5
Microsoft Filter Pack 2.0
Microsoft SQL Server 2008 Analysis Services ADOMD.NET
Microsoft Server Speech Platform Runtime (x64)
Microsoft Server Speech Recognition Language—TELE
SQL 2008 R2 Reporting Services SharePoint 2010 Add-In
Running the Upgrade
After installing the
prerequisites, simply click on the Upgrade button to start the in-place
upgrade process. The wizard, as shown in Figure 1,
will list information about the upgrade process and what is modified.
After reviewing the information, click the Install Now button to
initiate the process.
Figure 1. Performing an in-place upgrade.
process should continue without prompts until it finishes, at which
point you can click Close. By default, it launches the Configuration
Wizard, which continues the upgrade process and is required to continue.
Running the Configuration Wizard
The Configuration Wizard, when run, prompts you to upgrade the SharePoint farm immediately, as shown in Figure 2.
Click Next to start the upgrade process. You will be prompted to
restart the IIS and SharePoint services; click Yes when prompted to
continue with the upgrade.
Figure 2. Performing an in-place upgrade.
The one additional prompt
that you receive when upgrading is a prompt that asks for a passphrase
to be specified for the farm. This farm passphrase is used for all new
server additions to the farm, so be sure to store it in a safe place.
The purpose of the passphrase is to avoid servers being added to the
farm without prior consent of an administrator.
After prompting for the farm
passphrase, the upgrade wizard prompts you to decide how you want to
handle the visual upgrade options, as shown in Figure 3.
Visual upgrade is a useful process that Microsoft developed that
enables SharePoint Site Collections to retain their 2007 look and feel,
even though the backend has been migrated to SharePoint 2010. Visual
upgrade works for either an in-place or a database attach upgrade and is
recommended because it enables your users to get used to the new
SharePoint 2010 visuals before they commit to them.
Figure 3. Selecting visual upgrade settings.
Choose a visual upgrade
option from the list and click Next to continue. The Configuration
Wizard gives you one more chance to review settings on the subsequent
dialog box, before clicking Next to continue. The Configuration Wizard
prompts you with a dialog box that states that you must install the same
version of SharePoint 2010 on all members of the farm. Leave the
Configuration Wizard, bring all farm members to the same point with the
upgrade, and only then continue. If you continue before all farm members
are upgraded, the upgrade process may fail.
The upgrade process
may take a while, depending on your environment. When it is done, the
Configuration Wizard prompts that the configuration is successful but
that the upgrade
itself is in progress. At this point, you can open the SharePoint
Central Admin (SPCA) tool and view the upgrade status from the Upgrade
and Migration area, as shown in Figure 4. When the upgrade is complete, this area lists a status of Succeeded.
Figure 4. Viewing migration status.