Shareo|nt Upgrade rocess Cverv|ew

1wo upgrade approaches are avallable for upgradlng from MlcrosofL Cfflce ShareolnL Server 2007 Lo
MlcrosofL ShareolnL Server 2010 whlch are (l) lnplace upgrade and (ll) uaLabase aLLach upgrade ln
place upgrade leLs you move all Lhe MlcrosofL ShareolnL slLes on Lhe same hardware buL Lhe daLabase
approach leLs you move your conLenL Lo a new farm or a desperaLe hardware ln addlLlon you may
reduce downLlme by merglng up Lhe lnplace and daLabaseaLLach upgrade

ln place upgrade enables you Lo lnsLall ShareolnL Server 2010 on Lhe same hardware preserves your
farm seLLlngs and makes cusLomlzaLlons avallable afLer Lhe upgrade uurlng Lhe lnplace upgrade
webslLes are avallable afLer Lhe upgrade process whereas ln daLabase aLLach upgrade you wlll be
allowed Lo upgrade conLenL on a separaLe farm buL you wlll noL be able Lo upgrade any of Lhe farm
seLLlngs ?ou may upgrade mulLlple daLabases aL Lhe same Llme or upgrade Lhem ln any order LhaL you
wanL 1hls approach leLs you comblne several farms lnLo a slngle farm 1he daLabaseaLLach approach ls
beneflclal lf you wanL Lo change your hardware or need Lo reconflgure your exlsLlng server farm
Lopology durlng Lhe upgrade process WlLh Lhls approach you deLach Lhe daLabases ln your old farm
and whlle you aLLach Lhem Lo a new farm Lhe upgrade process runs and upgrades Lhe enLlre daLabase
1hls process ls performed manually ln a separaLe envlronmenL

|an your Upgrade rocess

O np|ace upgrade
1he lnplace upgrade ls performed on Lhe same hardware as your prevlous verslon lnsLallaLlon WlLh Lhls
upgrade approach you wlll be able Lo upgrade Lhe compleLe lnsLallaLlon ln Lhe followlng order

O un the Setup
s soon as Lhe lnplace upgrade process beglns Lhe server admlnlsLraLor carrles ouL Lhe preupgrade
checks runs SeLup for ShareolnL Server 2010 on Lhe server whlch runs Lhe ShareolnL CenLral
dmlnlsLraLlon WebslLe s Lhe prevlous verslon has already been lnsLalled Lhe sysLem selecLs Lhe ln
place upgrade auLomaLlcally fLer runnlng Lhe SeLup on Lhe server whlch hosLs Lhe CenLral
dmlnlsLraLlon Web SlLe Lhe Server admlnlsLraLor can run Lhe SeLup on Lhe Web servers and appllcaLlon
servers ln Lhe farm

O un the Shareo|nt Conf|gurat|on W|zard
ShareolnL ConflguraLlon wlzard ls run on Lhe server LhaL hosLs Lhe CenLral dmlnlsLraLlon webslLe 1hls
upgrade approach allows Lhe server conflguraLlon daLabase servlces and Lhe conLenL daLabases Lo be
upgraded sequenLlally s soon as Lhe conflguraLlon wlzard flnlshes Lhe CenLral dmlnlsLraLlon WebslLe
opens lor Lhe upgrade process Lo run for each slLe collecLlon lL ls allocaLed a parLlcular Llmer [ob whlch
ls scheduled Lach slLe collecLlon ls upgraded wlLh Lhe upgrade process Llmer [ob and upgrades all Lhe
slLes unLll Lhe upgrade process compleLes

O un the Conf|gurat|on W|zard on a|| the Server farms
Server admlnlsLraLor ensures and runs Lhe conflguraLlon wlzard on all Lhe servers ln Lhe farm and
conflrms wheLher Lhe upgrade has been performed successfully 8especLlve slLe owner or admlnlsLraLor
can prevlew slLes ln Lhe MlcrosofL ShareolnL Server 2010 look ln case of vlsual upgrade or when Lhe
slLe owner ls ready he/she can flnlsh Lhe change Lo Lhe ShareolnL Server 2010 look

Database attach Upgrade
?ou can move Lo a new farm or hardware wlLh daLabase aLLach approach ?ou wlll deLach all conLenL
daLabases from a currenL farm and aLLach Lhem Lo a new server farm lnsLallaLlon Whlle aLLachlng Lhe
daLabases Lo a new farm your upgrade process runs Lo upgrade Lhe daLa lnplace

O Set Up and Conf|gure a new Server Iarm
WlLh daLabase aLLach upgrade Lhe server admlnlsLraLor seLs up and makes up a new ShareolnL Server
2010 farm and Lransfers all cusLomlzaLlons Lo Lhe new farm 1he new envlronmenL ls also LesLed by Lhe
server admlnlsLraLor WlLh Lhls approach you wlll be upgradlng Lhe conLenL of your envlronmenL buL
noL Lhe conflguraLlon seLLlngs

O Detach the o|d content databases from the o|d farm and attach them to the new farm
Server admlnlsLraLor can deLach Lhe conLenL daLabases from Lhe old Cfflce ShareolnL Server 2007 farm
and Lurns all Lhe servlces and componenLs on each server compuLer ln Lhe farm 1he old farm ls made
offllne by changlng Lhe load balancer or llS Web appllcaLlons Lo avold servlce requesLs ConLenL
daLabases are aLLached Lo Lhe new farm and conLenL ls upgraded by Lhe server admlnlsLraLor Cnce Lhe
server admlnlsLraLor auLhenLlcaLes Lhe compleLlon of upgrade Lhen he/she resumes by conflgurlng Lhe
new farm Lo begln servlng Lhe requesL Lo Lhe new u8L

nybr|d Approach 1 for eadon|y Databases
?ou can provlde a read only access for Lhe daLa Lo Lhe users whlle you are aLLempLlng Lhe upgrade
process cLually Lhe conLenL daLabases ln Lhe orlglnal farm are seL Lo readonly mode 8epllcas of
daLabases are also upgraded on Lhe new farm

O Conf|gure a new Shareo|nt Server 2010 farm
Server admlnlsLraLor seLs up your new ShareolnL Server 2010 farm and Lransfers all cusLomlzaLlons Lo
Lhe new farm whlle LesLlng Lhe envlronmenL

O Change the content database to ead on|y
fLer changlng Lhe conLenL daLabases Lo readonly Lhe admlnlsLraLor makes use of SCL Server Lo back
up Lhe conLenL daLabases resldlng on Lhe Cfflce ShareolnL Server 2007 farm and resLore Lhem Lo Lhe
new farm

O Attach new content databases to the new farm
-ew coples of conLenL daLabases are aLLached and Lhe upgrade process ls execuLed by Lhe server
admlnlsLraLors whlch slmulLaneously upgrades Lhe conLenL Cnce Lhe upgrade process ls compleLe lL ls
verlfled by Lhe server admlnlsLraLors -ew farm ls conflgured by Lhe server admlnlsLraLor so LhaL lL
would sLarL servlng Lhe requesLs aL Lhe new u8L 1he orlglnal farm ls also Laken offllne

nybr|d approach 2 for detach databases
Speed up your upgrade process by deLachlng and aLLachlng daLabases Lo upgrade several daLabases aL
once wlLh Pybrld approach 2 lLhough lL ls an ln place upgrade as you are upgradlng Lhe orlglnal farm
buL you can also use Lhe oLher farm Lo carry ouL Lhe upgrade and Lhen aLLach Lhe upgraded daLabases Lo
Lhe orlglnal farm 1he orlglnal farm wlll noL be able Lo serve requesLs durlng upgrade

O @ake the or|g|na| farm off||ne
uurlng Lhe lnplace upgrade wlLh deLached daLabases Lhe server admlnlsLraLor wlll Lake Lhe orlglnal
farm offllne Lo sLop servlce requesLs

O Detach content database and run an |np|ace upgrade on the or|g|na| farm
Server admlnlsLraLor wlll deLach Lhe conLenL daLabases from Lhe orlglnal farm and runs an lnplace
upgrade on Lhe orlglnal farm servers servlces and conflguraLlon daLabase fLer Lhls process Lhe
conLenL daLabases are aLLached Lo Lhe orlglnal farm and Lhe conLenL ls upgraded

O Us|ng a temporary sma|| farm to run the upgrade
lf you are uslng a small and dlfferenL Lemporary farm for carrylng ouL Lhe upgrade process Lhen you
need Lo aLLach Lhe upgraded daLabases Lo Lhe orlglnal farm

uurlng an lnplace upgrade wlLh deLached daLabases Lhe server admlnlsLraLor seLs up a Lemporary and
small farm whlch ls currenLly runnlng Lhe new verslon Pe/she Lakes Lhe orlglnal farm offllne and
deLaches Lhe conLenL daLabase from Lhe orlglnal farm Cnce Lhese are done an lnplace upgrade ls run
on Lhe orlglnal farm ln order Lo upgrade Lhe server servlces along wlLh conflguraLlon daLabase
fLerwards conLenL daLabases are aLLached Lo Lhe Lemporary farm and a parallel upgrade ls performed
ConLenL daLabases are reaLLached Lo Lhe orlglnal farm and upgrade ls conflrmed by Lhe admlnlsLraLor
1he server admlnlsLraLor prevlews Lhe slLes ln Lhe MlcrosofL ShareolnL Server 2010 look lf vlsual
upgrade ls used and compleLes Lhe change Lo Lhe MlcrosofL ShareolnL Server 2010 look

Summary

Carrylng ouL your upgrade wlLh ln place or daLabase aLLach approach can be boLh beneflclal buL all
dependlng upon your buslness requlremenLs lnplace approach can be beneflclal as lL preserves all your
farm seLLlngs wlLh Lhe ShareolnL Server 2010 lnsLallaLlon ?ou don'L have Lo conflgure Lhe farm seLLlngs
manually ?our conLenL daLabases wlll be upgraded sequenLlally WlLh daLabase aLLach approach you
need Lo seL up a new envlronmenL Lo hosL your ShareolnL 2010 Server Cnce your new seLup ls up and
runnlng Lhe old envlronmenL wlll be made offllne and all conLenL daLabases wlll be moved Lo newer
locaLlons and upgraded aL Lhe same Llme WlLh daLabase aLLach upgrade approach you wlll be
successful ln mlnlmlzlng Lhe down Llme as you wlll be upgradlng several daLabases aL once Pybrld
approaches lncludlng lnplace upgrade wlLh deLached daLabases or daLabase aLLach upgrade wlLh read
only daLabases help ln decreaslng Lhe downLlme of your envlronmenL and Lhe end users wlll noL
experlence prolonged Llme of lnLerrupLlon of servlces

Author 8|o |chard @y|er

8lchard 1yler ls a leadlng Lechnology consulLanL who has been provldlng Lechnology consulLlng servlces
Lo organlzaLlons LhroughouL Lhe uS 1he auLhor also speclallzes ln provldlng ShareolnL soluLlons
Lmall rlchardLyler32[gmallcom
WebslLe hLLp//wwwxavorcom/lndexphp/whaLwedo/soluLlons/sharepolnL2010Lools