Wednesday, November 11, 2009

Preparing to Upgrade from SharePoint 2007 to SharePoint 2010

This post will outline a few of the steps to help prepare for an upgrade from SharePoint 2007 to SharePoint 2010.

Step 1: Ensure SharePoint 2010 Hardware Requirements are Met

  • SharePoint 2010 is 64-Bit only. Unless you have ancient computers, you probably meet this requirement from a hardware perspective.
  • At least 3Ghz dual processors. From what I have been hearing, this is probably a less stringent requirement. You can probably get by with less.
  • Minimum 4GB RAM for the most basic installations. I have talked to several people who have installed and run SharePoint with 4GB on a test machine and they say they need more. MS recommends at least 8 GB for production. The more the better.
  • 80 GB Hard Drive. Depending on your usage, you probably need much more, though.
  • TechNet article for reference: http://technet.microsoft.com/en-us/library/cc262485(office.14).aspx
Step 2: Ensure Software Requirements are Met
  • Database has to be SQL Server 2005 with SP3 or SQL Server 2008 with SP1
  • OS has to be Windows Server 2008 SP2 or later
  • .Net 3.5 SP1. Yes, SharePoint 2010 uses .Net 3.5, NOT 4.0
  • IE 6 is not supported
Step 3: Run stsadm -o preupdatecheck
  • This has to be run on every server in the farm
  • It checks hardware and software requirements as well as a number of integrity checks
  • It also provides a ton of information about your SharePoint 2007 installation like: server components, alternate access mappings, site features and definitions that are installed, etc...
  • For detailed instructions see this post: http://technet.microsoft.com/en-us/library/dd793607.aspx
Step 4: Resolve any potential issues from the preupdatecheck
  • OSType
  • Database Schema
  • DataOrphan
  • SiteOrphan
  • UnfinishedGradualUpgrade
  • MissingWebConfig
  • InvalidHostNames
  • InvalidServiceAccount
  • DatabaseReadOnly
There are two main options for upgrade this time around: In-Place and Database Attach. If you are setting up a new farm, you will probably want to use the Database Attach. If you are upgrading an existing farm, you will probably want to use the In-Place upgrade. I will go into more details about these in a future post.

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