How To Upgrade to SharePoint 2010 using Database Attach method: Part 2

This is a Continuation of my previous post How To Upgrade to SharePoint 2010 using Database Attach method: Part 1 of my 2 Post series on How to Upgrade MOSS 2007 farm to SharePoint 2010 farm using Database attach method

In my previous post we covered all the steps which were to be performed on MOSS 2007 server. In this post we will cover the steps which are to be performed on SharePoint 2010 site.

The two steps which we covered in my previous post were
Step 1: Running Pre-Upgrade check command on the MOSS 2007 server, reviewing the report generated by it and fixing any issues which might be there in the farm
Step 2: Copying the Content database from MOSS 2007 server to SharePoint 2010 server.

Now we move to the 3rd Step..

Step 3: Create a new Web Application in SharePoint 2010. Once you will create a web application a content database will be attached to it, remove the database attached to the web application via Central Administration -> Application Management -> Manage Content Databases.
Make sure that no database is attached to the Web Application which you have just created.

Step 4: Run the Test-SPContentDatabase cmdlet (PowerShell).
Running this command will check if the database is ready for upgrade or not. This will tell you about the things which are missing in this farm (E.g. Any setup files, web parts etc.). You can either attend to these missing features pre or post-upgrade but this depends on whether there are any items that will block the upgrade from proceeding.

Syntax: Test-SPContentDatabase -Name -WebApplication

Step 5: Run the stsadm addcontentdb command to add the content Database to the web application which you created. This will initiate the upgrade process as shown in the screen below
Syntax: stsadm -o addcontentdb -url -databasename

Step 6: Review the Upgrade Log file and fix the errors.
The upgrade process generates two log files. (Under 14/LOGS)
The upgrade log file which contains all the information about the upgrade
The error log file which gives you the error which occurred during the upgrade
You can review the log files and fix the errors by manually upgrading the Customizations which were there in your site

 

Step 7: Upgrade Customizations
You have to manually upgrade the customizations. I decided to copy the customization after doing the upgrade as none of it was blocking the upgrade. If any of your customization is blocking the upgrade you will have to upgrade the customization first and then do the upgrade.
 The customizations in this upgrade included the following things
–A custom Solution (wsp)
–2 custom Web Parts
–Custom Images (/_layouts/Images)
I added the solution to the farm solution store by using stsadm and then deployed it to my web application then I copied the Web Part assemblies to the GAC and added the Safe Control entries in the web.config file of my Web Application then I copied all the images used in my Web Application to appropriate places (like /14/TEMPLATE/IMAGES)

Once you have upgraded all the customizations your upgrade is complete.

There is one more Feature about which i would like to tell you is the Visual Upgrade feature. This feature gives you an option to switch between  MOSS 2007 view of your Site and SharePoint 2010 view of your site after it has been upgraded.
Since your custom themes will not be upgraded Visual upgrade gives you an option to keep the MOSS 2007 view after you have upgraded the site to buy you some time to create new themes for your SharePoint 2010 site and once you are done creating the new theme you can switch to the new SharePoint 2010 view.
Following images show how the site looked after upgrade in MOSs 2007 view and SharePoint 2010 view.

Upgraded Site in MOSS 2007 View

Upgraded Site in SharePoint 2010 View

How To Upgrade to SharePoint 2010 using Database Attach method: Part 1

Hi.. Once SharePoint 2010 is launched one of the first things that people would want to know is how to upgrade their existing sites (on MOSS 2007) to SharePoint 2010. In my previous blog post i had shown the various methods which one can use to upgrade a MOSS 2007 farm to SharePoint 2010 farm. In this Blog post i am going to show you a step by step guide to upgrade your MOSS 2007 Web Application to SharePoint 2010 using the Database Attach approach.
I will explain this method in 2 Blog posts.
In Part 1 I am going to show you the steps which you need to perform before you start the upgrade like the pre upgrade check and reviwing the pre upgrade check report to make sure that your content database is ready for upgrade. In Part 2 i am going to show you the actual upgrade process.
Ok..so without any further delay....lets start!!

I upgraded a sample Web Application which i had created on MOSS 2007 to SharePoint 2010. So i will explain the steps using that Scenario.
But First let us take a look at the Pre-Requisites for Upgradation
Pre-Requisites

• MOSS 2007 should have SP2 Installed. You should have SP2 installed on your MOSS 2007 machine. The preupgrade check command was added only in SP2. So if you do not have SP2 installed you will not have the preupgrade check command in stsadm.
• SharePoint 2010 should be set up on a different Server machine. This blog post will not show you how to set up SharePoint 2010 so you should have it installed and configured on a Machine. However if you want a guide on how to install SharePoint 2010 then you can refer to the following Blog Post SharePoint 2010 Installation Whole 9 yards!!! 

So let us now take a look at the Farm Structure which i am going to Upgrade
The Farm had One Web Application. A root Level Site Collection with around 10 sub sites and one of those subsites had 15 more subsites. Folloing diagram shows the structure of the Web Application.

Following were the customizations in the Portal
34 Custom Site Columns 27 Custom Content Types
2 Custom Web Parts
1 Custom 3rd Party Rating Solution

• 1 Custom Field Type (Rating Field Type)
• 6 Custom Content Types
• 1 Custom Web Part

Custom Master page and Page Layout.

The following image shows how the Site looked before the Upgrade. As you can see there were a lot of customizations on to the site master page.

So let us now start with the upgrade process

Step 1: We have to run the Pre-Upgrade check command on the MOSS 2007 server to find out if there are any issues in the SharePoint 2007 farm (like missing site definitions, features etc.). Running the command will generate an html report for you. This report will not only notify you of any issues regarding your SharePoint farm such as missing Site Definition Information or missing Feature Information, but it also provides you with a blueprint of your SharePoint Farm setup
Some of the details that are provided by this report are
–Search content sources and start addresses
–Office Server Search topology
–Servers in the current farm
–SharePoint version and list of components
running in the farm
–Supported upgrade types
(Inplace Upgrade and Content Database Attach)
–Site Definition and Feature Information
–Language pack information
–Alternate Access Mappings (AAM)
that will need to be recreated
–Customized List views (these will not be upgraded)
–Customized field types (these will not be upgraded)
–WSS Search topology
-List of Content Databases and SQL server location

Syntax: stsadm –o preupgradecheck

 

After you have reviewed the report and fixed any issues which might be there in your farm you can move to the next step.

Step 2: Backup the content database of the Web Application from SQL Server. Copy it to the machine where SharePoint 2010 is installed and restore the backup of database in SQL Server using SQL Server Management Studio. To restore the backup you will first have to create an empty database in SQL Server and the restore your database one top of this new Database. While restoring make sure that the Overwrite the Existing Database option is checked (In the Options section....See image below)

 

At this point your database is checked for upgradation and transfered to the SharePoint 2010 farm. Now in the next steps we will start the Upgrade process on the SharePoint 2010 farm.
The next steps are in my next blog post How To Upgrade SharePoint 2010 using Database Attach method: Part 2

Installing SharePoint 2010

So here is a guide on how to install and configure it properly

Before you can start installing SharePoint 2010 on your machine. There are certain prerequisites which should be installed. Here is a list of software prerequisites for installing SharePoint 2010

Operating System (Only 64 bit editions are supported by SharePoint 2010)

For Windows Server 2008 with SP2, see FIX: A hotfix that provides a method to support the token authentication without transport security or message encryption in WCF is available for the .NET Framework 3.5 SP1 (http://go.microsoft.com/fwlink/?LinkID=160770).

For Windows Server 2008 R2, see FIX: A hotfix that provides a method to support the token authentication without transport security or message encryption in WCF is available for the .NET Framework 3.5 SP1

SQL Server

The 64-bit edition of Microsoft SQL Server 2005 with Service Pack 3 (SP3) with Cumulative update package 3 for SQL Server 2005 Service Pack 3 (http://go.microsoft.com/fwlink/?LinkId=165748).

The 64-bit edition of Microsoft SQL Server 2008 with Service Pack 1 (SP1) and Cumulative Update 2 installed with Cumulative update package 2 for SQL Server 2008 Service Pack 1 (http://go.microsoft.com/fwlink/?LinkId=165962). This cumulative update consists of two parts; ensure that you download both files. When you install Microsoft SQL Server 2008 SP1 on Windows Server 2008 R2, you might receive a compatibility warning. You can disregard this warning and continue with your installation

.NET Framework 3.5 SP1

Once you have installed the above mentioned softwares you can go ahead and start the installation of you SharePoint Server.

Step1 : Log in to the machine using a user who has Administrator rights. Open the folder where you have downloaded SharePoint Server 2010 (Beta) and double click on the OfficeServer.exe.

 

Step 2: Once you get the SharePoint 2010 installation screen Click on Install Software Pre-Requisites.

Note : Make sure that you have internet access because after clicking on Install Software Pre-Requisites the installer will install the pre-requisites from the Web.


Step 3: When the SharePoint Product and Technologies 2010 Preparation Wizard opens review the softwares that it will install and click Next.

Step 4: On the next Screen Accept the License Agreement and click next. The installation of pre Requisites will start and if everything goes well you will see the Installation Complete page. This means that we can now go ahead and install SharePoint.

Step 5: Restart your machine Open the folder where you downloaded SharePoint 2010 Beta and click on OfficeServer.exe and when the welcome screen opens click on “Install SharePoint Server”. Then on the next screen enter the Product Key and click Continue.

Step 6: On the next Screen Accept the License Agreement and Click Continue

Step 7: On the “Choose the Installation” page click on Server Farm.

Step 8: On the “Server Type” page Select Complete and Click install now. The installation will start and when it is complete you will get the Run Configuration Wizard Page.

Step 9: On the Run Configuration Wizard page click close. The SharePoint Configuration Wizard should start.

Step 10: On the Configuration Wizard Screen Click Next. A pop up window will open and warn you that some services will be restarted. Click on Yes.

Step 11: On the ”Connect to Server Farm” Screen Select the “Create new Server Farm” option and Click Next.

Step 12: On the “Specify Database Settings” Screen type in the Database Server name and the Username Password of the database access account (This user should be the local admin and should also have the DbOwner and SecurityAdmin role in the SQL Server). (The Database name will be pre-populated) Then Click Next

Step 13: On the “Specify Farm Security Settings” screen type in the Passphrase. Note: This passphrase will have to be entered again if you are adding additional servers to this farm. Then click Next.

Step 14: On the “Configure SharePoint Central Administration Web Application” screen specify the port number on which you want to host your web application and select the Security settings (Kerberos/ NTLM) . Then click Next

Step 15: On the “Completing the SharePoint Products Configuration Wizard” Screen review the information and click next. The wizard will start the configuration of your SharePoint Server and once done you get a “Configuration Successful” screen. Click finish and your Central Administration site will open up in Internet Explorer.

Step 16: On the “Help make SharePoint Better” page select No and click OK.

Step 17: On the “How do you want to configure your SharePoint farm page” Select “Walk me through the settings….” Option and click next.
Note: This procedure can also be done at a later point by Selecting the Configuration Wizard Option in the QuickLaunch menu of Central Admin web site.

Step 18: On the next page in the Service Account Section either select an existing managed account or create a new one by specifying the credentials (This account should be present in AD). Then click Next. Now SharePoint will create all the Service Applications for you.

Step 19: Once all the Service Applications are created you will be redirected to the Create a site collection page. It is up to you to create a site collection or Skip this Step. I chose to Skip this step J. So click on Skip.

Step 20: You will then be redirected to the Configure your Server farm page which will show all the Services that are running on the Farm, you can review them and Click on Finish. Now your farm is fully installed and configured. So go ahead and dive into the world of SharePoint 2010.

The next steps are in my next blog post  http://mohanprakashgether.blogspot.com/2012/01/how-to-upgrade-to-sharepoint-2010-using.html

My Blog

Hi All my friend , This is my Blog.......... Mohan Prakash Gether