SharePoint 2010 : Performing an In-Place Upgrade of a SharePoint Environment

1/29/2011 5:49:06 PM
The 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 existing databases.

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 required:

  • 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.

The installation 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.

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