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Upgrading SharePoint 2007 to SharePoint 2010: First Steps

Written By: Scott Murray -- 9/7/2011 -- join -- contribute -- (1638) comments -- printer friendly version

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Categories: Configurations, Infrastructure, PowerShell, SharePoint 2010, SharePoint Foundation 2010, System Administration, WSS2, WSS3

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Problem

Your Boss tells you that the budget has been freed up and new capital for upgrades will be available next year.  Thus we will be purchasing SQL 2008R2 and SharePoint 2010.  He wants you to determine an upgrade plan and any initial tips on performing the upgrade.   He wants you to confirm what versions need to be purchased and see if we can run through a test upgrade over the next few weeks on a test box that is currently not being used.

Solutions

Step 1:

The first step you must perform is to determine what version of SQL Server and SharePoint 2007 you are using.  Within most organizations except the very largest, who will likely be running Microsoft Office SharePoint Server (MOSS) - Enterprise Edition, Windows SharePoint Services 3.0 (Foundation) or MOSS 2007 Standard edition will be the most commonly used versions.  The main reason for determining your current version is to assist you in determining what edition to which you can upgrade. This site provides details on supported  and unsupported upgrade paths (http://technet.microsoft.com/en-us/library/cc262747.aspx ), but generally speaking, you can upgrade to a higher edition (at a cost of course), but cannot downgrade to a lower edition without a great deal of additional effort.  As such, you can not easily move from MOSS 2007 Enterprise Edition to SharePoint Foundation 2010, but you can upgrade in the other direction.  Thus, the ultimate point of step 1 is to determine what version and edition of SharePoint you are running.  To find out, open up Central Administration, and then navigate to Operation and then Servers in Farm. This screen will tell you the exact version you are running, such as 12.0.0.6545.

SharePoint Version

 You can compare that to the various build lists found online including:  http://blogs.technet.com/b/steve_chen/archive/2009/11/11/build-numbers-cube-sheet-for-moss-wss.aspx or http://koenvosters.wordpress.com/2010/03/29/moss-2007-wss-3-0-version-build-numbers/.  Surprisingly, I always find it a challenge to find the build lists;  such a consolidated list would seem to be on top of Microsoft's list of MSDN articles.

Next you would want to determine your edition in Central Administration -> Operations -> Convert License Type.

SharePoint Edition

Now that you have your version and edition in hand, you can use the supported upgrade paths document to determine your target version and edition.  In our problem statement above, if we are using Standard Edition, you would want to tell your supervisor, yes we can get a Trial Edition of the Standard Edition by downloading from http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=16631.  However, a second issue exists which must be addressed;  you must upgrade to a 64 bit server for SQL 2008R2.  Unless your test machine is 64 bit, you will be out of luck. With so many organizations utilizing virtualization, coming up with 64 bit test server may be easier than in the past.  Also, if your supervisor would like to just give SharePoint 2010 a test run without a full upgrade, you could also install SharePoint Foundation 2010 (see http://www.mssharepointtips.com/tip.asp?id=965--Installing SharePoint Foundation 2010 on a Single Server - Part 1).

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