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Upgrading to SharePoint 2010 : Performing an In-Place Upgrade (part 1) - Installing the In-Place Upgrade

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6/13/2011 9:28:05 AM
An in-place upgrade is an easier upgrade from SharePoint Server 2007 to SharePoint 2010, because the farm configuration data and the content in the existing farm are all upgraded at one time on your existing hardware, and in a fixed order. This upgrade process does not allow your users to access SharePoint during the upgrade process, however. In fact, when you start the in-place upgrade process, Setup takes the Web server offline, making the websites unavailable until the upgrade is finished, when it brings them back online. After you begin an in-place upgrade, you cannot roll back to your previous SharePoint version or even pause the upgrade process.

Note:

Prior to performing an in-place upgrade, you can disconnect all the users from your server farm by stopping the World Wide Web Publishing Service (W3SVC) on all of your Web front-end (WFE) servers.


Similar to the database attach upgrade process, the in-place upgrade process uses the following five sequential steps in a two-phase approach to ensure a successful upgrade to SharePoint 2010. However, the major difference is that instead of performing these five steps in your new farm, you will run them on the servers in your existing farm.

  1. Run the prerequisite installer on ALL servers in your server farm.

  2. Install SharePoint 2010 on ALL servers in your server farm using Setup.exe. Run it on the server hosting Central Administration first, and then on all other servers in any order.

  3. Install any required language packs for SharePoint 2010 (optional).

  4. Run the SharePoint Products Configuration Wizard on your SharePoint 2010 Central Administration website, which upgrades this server, the configuration database, the services, and the content databases sequentially.

    This process then creates a timer job that upgrades each site collection, and after each site collection has been upgraded, the upgrade is complete on this server.

  5. Run the configuration wizard on the remaining servers in the farm in any order.


Note:

BEST PRACTICE Remember to test your upgrade approach in a nonproduction environment to identify any issues with the upgrade prior to performing the upgrade in production.


You will use the same Setup.exe program to upgrade to SharePoint 2010 as you did when you performed an installation of SharePoint 2010; however, you will see some different options during the upgrade that weren’t shown during the installation.

1. Installing the In-Place Upgrade

You are ready to perform an in-place upgrade to SharePoint 2010 after installing your prerequisites. To perform an in-place upgrade to SharePoint 2010, complete the following steps.

  1. Start the SharePoint 2010 installation by clicking Setup.exe for SharePoint 2010, which will display the SharePoint installation screen shown in Figure 1.

    Figure 1. SharePoint Server 2010 installation screen

  2. Under the Install category, click Install SharePoint Server, which opens the SharePoint file preparation screen shown in Figure 2.

    Figure 2. SharePoint Server 2010 file preparation screen

  3. Shortly after the file preparation screen appears, as shown in Figure 3, you will see the Enter Your Product Key screen, where you are prompted to enter the product key. The product key you enter here determines which functions will be enabled after the installation completes. An Enterprise-level product key enables all functionality, whereas a Standard-level product key installs the same functionality as the Enterprise-level product key but does not enable the functions that are only available in the Enterprise Edition.

    Figure 3. SharePoint Server 2010 Product Key screen

  4. After you enter the product key, it is validated. If it is a valid product key, the Continue button becomes active, which allows you to continue on to the license agreement page shown in Figure 4. You must select the check box that indicates that you accept the terms in order to be able to click the Continue button and move on to the next screen of the installation.

    Figure 4. Microsoft Software License Terms screen

    You will then see the Upgrade Earlier Versions screen shown in Figure 5, which explains that Setup has detected an earlier version of SharePoint on the server, so an upgrade to SharePoint 2010 will be performed. The information on the Upgrade Earlier Versions screen also notes that this portion of the upgrade installation will only upgrade the farm configuration database and the Central Administration database; all other databases will be upgraded later in the upgrade process.

    Figure 5. SharePoint Server 2010 Upgrade Earlier Versions screen

  5. Optionally, you can click the File Location tab to display the file location screen shown in Figure 6 and then specify the location of the SharePoint 2010 product files as well as the directory that will contain the search index, if the server where you are performing the upgrade is going to be used as a search server.

    Figure 6. SharePoint Server 2010 file location screen

  6. Click the Install Now button. You will see the installation progress screen shown in Figure 7 for several minutes as the upgrade to SharePoint 2010 is performed for you.

    Figure 7. SharePoint Server 2010 Installation Progress screen

When the installation is complete, the SharePoint product binaries are installed, completing stage 1 of the upgrade. By default, the SharePoint Products Configuration Wizard opening page shown in Figure 8 provides you with the option to begin the second stage of your SharePoint farm upgrade configuration.

Figure 8. SharePoint Products Configuration Wizard opening page

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