I built this lab for the latest update to my Advanced SharePoint Operations course. But I felt like it would benefit the entire community…so here you go! Good luck!
Module #25: Updating The Farm Lab #01
Course: SharePoint Estimated Time to Complete: 45 minutes Objectives: · Operating · ·
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Overview: Learn
the steps of preparing your farm for upgrade and then performing the upgrade.
Exercise 1 – Prep the Farm
Purpose:
There
are a series of recommend steps that will speed up the upgrade of your
SharePoint Farm. Following these
somewhat simple suggestions will get you through the process much faster! Rebuilding indexes will ensure that the
upgrade process will modify the database schemas and records as quick as
possible. Truncating the log files will
ensure that your backup and restores will run quickly. Detaching
Result: A farm ready for upgrade
Task 1 – Clean up the
databases (rebuild indexes)
- Open SQL
Server Management Studio - Connect
to your sharepoint database server - Click
“New Query” - Run (press
Atl-X) the following command on each SharePoint database (set the dropdown
for each): - WSS_Content*
- SharePoint_Config*
SELECT object_id, index_id, avg_fragmentation_in_percent,
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Task 2 – Check disk
space on web and database servers
- On each
web front end, open Explorer to “My Computer”, record your disk space. Make sure you have at least 300MB free
for install of files - On each
database server, open Explorer to “My Computer”, record your disk
space. Make sure that you have
enough space to make a copy of your largest
content database. - Example: if you have three databases of size
10GB, 20GB and 30 GB. Make sure
you have at least 30GB of free space on your DB server.
Task 3 – Backup the
databases (truncate and backup)
- Create a
folder called “D:Backups”, ensure that you have enough disk space to save
all your backups to this location (add the size of each database to
determine how much you will need) - Run the
following commands TWICE for each database (this will shrink, backup and
truncate your database and log files): - WSS_Content*
- WSS_Search*
- SharePoint_Config
- SharedServices*
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Task 3 – Evaluate Database Size
- If you
designed your farm wrong, it is possible that you have a single web
application with a single content database that contains all your
content. This type of setup
normally means you have a database that is going to get large very quickly
and backup and restore operations, as well as future upgrades could take a
considerable amount of time. It is
suggested that you create more content databases and partition your site
collections across multiple databases. - You have
two options to do this: - Create
another content database in the web application - Create
another web application with a new content database - Create a
new site collection in your port 100 site - Open
“Central Administration” - Click
“Application management” - Click
“Create Site collection”, ensure that you are on port 100 web application - For
Title, type “SC2” - For
URL, select “/sites/”, and type “SC2” - For
owner, type “administrator” - Click
“Ok” - You will
now have two site collections in your content database, you can use the
following commands to backup a site collection, delete it and restore to a
different web application (and hence a new content database):
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- You can continue
this process to load balance your site collections across multiple content
databases and in essence distribute your database sizes so that upgrading
will not be so painful. - NOTE:
you can only use a url once in a web application
Task 4 – Detach the content
databases
- Open the “Central
Administration” site - Click
“Application Management” - For each
web application in your web application list (EXCEPT central
administration), do the following steps. NOTE: Click “Web Application
List” to see them all:
- Click
“Content Databases”
- You
will see a list of content databases for the web application - Click
the database name
- Click
the “Remove content database” check box - Click
“Ok” - Click
“Ok”
- Click
“Ok” - You
should now see that the web application has no content databases:
- Again, do
this for every web application EXCEPT the Central administration web
application! - NOTE:
you may have several content databases…this may be a tedious task so you
should likely follow step 5 - You can
also create a command line utility to do this: - Open
Visual Studio - Click
“File->New Project” - Select
“Console Application” - For
name, type “ContentDetachAttachScript” - Copy
the following into the program.cs file:
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- Compile
the program, press F6 - Copy
the executable to your SharePoint Farm - Run
the executable - Open
the C:detachall.bat file , this file will contain all the stsadm
commands that will detach all your content databases - Open
the C:attachall.bat file, this contains all the stsadm commands to
reattach your databases (NOTE: you should attach one at a time in the
later steps).
Task 5 – Backup important files
- If running
in a virtual environment, backup your front end webservers main image file. After doing this, you may skip the rest
of these steps and head straight for upgrade!!! - Web.config
files for all web applications (located in WSS directory of wwwroot) - Core Site
definitions that were modified (
located in 12 hive template/sitetemplates directory) - Any
customizations including: - Changes
made to core.css - Changes
made to javascript files - Pretty
much anything you changed in the 12 hive…
Task 6 – Upgrade the
servers (WSS)
- Stop IIS
- Open
a command prompt, run “iisreset /stop” - Run
“d:lab files25_Lab01
wssv3sp2-kb953338-x86-fullfile-en-us.exe” - Click
“Click here to accept…” check box - Click
“Continue” - The
service pack should start…:
- When the
WSS update finishes, the Configuration Wizard will start:
- Click
“Next”
- Click
“Yes”
- Click
“Next”
- Click
“Ok” at the information popup, the farm will start to configure itself. This includes: - Updating
DLLs (gac) - Creating/Updating
registry keys - Creating/Updating
12 hive information - Updating
web.config files - Installing
new features - The
install should finish:
- Repeat
the above steps for the svr-sp2 image
Task 7 – Upgrade the
servers (MOSS)
- Stop IIS
- Open
a command prompt, run “iisreset /stop” - Run
“d:lab files25_Lab01
officeserver2007sp2-kb953334-x86-fullfile-en-us.exe”
- Click
“Click here to accept…” check box - Click
“Continue” - The
service pack should start…:
- When the MOSS
update finishes, the Configuration Wizard will start:
- Click
“Next”
- Click
“Yes”
- Click
“Next”
- Click “Ok”
at the information popup, the farm will start to configure itself. This includes: - Updating
DLLs (gac) - Creating/Updating
registry keys - Creating/Updating
12 hive information - Updating
web.config files - Installing
new features - The
install should finish:
- Repeat the
above steps for the svr-sp2 image
Task 8 – Reattach the
content databases
- Open the
C:attachall.bat file, run the attach command for each content database
that you detached - SharePoint
will upgrade the database as it attaches it.
Task 9 – Verify
Install
1. Open
the upgrade.log file (in 12 hive LOGS directory)
o
Look for “Finished upgrading SPFarm Name=<Name of
Configuration Database>”
o
Look for “In-place upgrade
session finishes. Root object = SPFarm=<Name of Configuration Database>,
recursive = True. 0 errors and 0 warnings encountered.”
2.
If the above entries DO NOT
exist, look for all instances of
o
“fail”
o “error”
3. Check
version number on:
o Owssvr.dll
(in 12 hive isapi directory) should be “12.0.6421.1000”
o Registry
“HKEY_LOCAL_MACHINESOFTWAREMicrosoftShared ToolsWeb Server Extensions12.0”
o Central
administration
4. Check
version of the sharepoint databases:
o Run
the following sql command on each database:
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o You
should get “12.0.0.6421”
5. On
Central Administration, click “Operations”
o Click
“Servers In Farm”
o The
version for the farm and servers should be “12.0.0.6421”
Task 10 – Check for
SharePoint 2010 readiness
1. Run
the following command:
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2. Review
the PreUpgradeCheck-*.htm file in the 12 hive logs directory (it should open in
a browser window
3. You
should watch out for the following items:
o The
above command should be run on all Web Front end servers to ensure they are
identical
o You
should review the Site Definition information for any non “Internal” site definitions,
these will need to have an upgrade definition file. Your developers will need to build this file
for SP 2010
o If
you have language packs installed, you will need to install the latest version
when SP 2010 comes out
o Look
for any referenced and missing features.
Either install them or delete the references to them
o Depending
on the type of upgrade to SP 2010 you do, you many need to plan for URL changes
in your sites
o Review
the Lists that have more than the recommends number of items. These could slow the migration process to SP
2010. Consider removing the list or
deleting items to shrink the list size
o Review
any Custom Field types that have been added to your Farm. CAML is not used in SP2010 and each of them
will need to be re-developed with XSLT in mind.
o If
you are running on 32 bit OS and Server 2003, you will need to start planning
for migration to a 64bit server 2008 environment to run SP 2010
o