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Upgrade from Windows SharePoint Services 3.0 to Microsoft Office SharePoint Server 2007

If you have been running Windows SharePoint Services 3.0 and have decided that you need the functionality of Microsoft Office SharePoint Server 2007, you can upgrade from Windows SharePoint Services 3.0 to Office SharePoint Server 2007. We'll show you how. 

May 15, 2009  
This article originally appeared on Microsoft TechNet at http://technet.microsoft.com/en-us/library/cc262342.aspx

Updated: 2009-03-05

In this article:

If you have been running Windows SharePoint Services 3.0 and have decided that you need the functionality of Microsoft Office SharePoint Server 2007, you can upgrade from Windows SharePoint Services 3.0 to Office SharePoint Server 2007. To upgrade, you install Office SharePoint Server 2007 over Windows SharePoint Services 3.0, and then perform the additional configurations needed for Office SharePoint Server 2007. Note that you cannot run Windows SharePoint Services 3.0 and Office SharePoint Server 2007 side by side on the same hardware, so installing Office SharePoint Server 2007 always upgrades an existing installation of Windows SharePoint Services 3.0.

Before you begin, be sure to back up your entire environment, including any custom templates, features, or solutions that you are using. You should also communicate with your users before you make this change so that they can be aware of the changes to their sites and how long their sites might be unavailable while you perform these steps.

Because Office SharePoint Server 2007 has many more capabilities and features than Windows SharePoint Services 3.0, you should spend some time planning what capabilities you want to take advantage of in your current sites, what new sites you want to create, and how to keep your new environment available, secure, and performing well. For more information, see Planning and architecture for Office SharePoint Server 2007.

About upgrading a stand-alone configuration

Upgrading from Windows SharePoint Services 3.0 to Office SharePoint Server 2007 in a stand-alone configuration is an irreversible action. After you upgrade a stand-alone configuration, you cannot uninstall Office SharePoint Server 2007 and return to a working Windows SharePoint Services 3.0 installation. For this reason, it is recommended that for stand-alone configurations, you first back up your environment, and then perform the upgrade on a backup server before you perform the steps on your production server. Be sure to notify your users that the production environment will be offline while you perform the upgrade.

Note that when you upgrade a stand-alone configuration of Windows SharePoint Services 3.0 to Office SharePoint Server 2007, your configuration and content databases remain in Windows Internal Database, but your new Shared Services Provider (SSP) databases are created in Microsoft SQL Server 2005 Express Edition database software.

About upgrading a server farm

Because server farm environments are already using SQL Server 2000 or SQL Server 2005, upgrading from Windows SharePoint Services 3.0 to Office SharePoint Server 2007 in a server farm environment is reversible, but uninstalling may take some extra work.

  • If you want to roll back the content databases but rebuild your farm configuration, you can uninstall Office SharePoint Server 2007, and then run the SharePoint Products and Technologies Configuration Wizard to rejoin the Windows SharePoint Services 3.0 server farm and return to working with Windows SharePoint Services 3.0.

  • If you want to keep the configuration database, you must deactivate the Office SharePoint Server 2007 features and stop the Office SharePoint Server 2007 services before completing the uninstall process.

Even though this process is reversible, we still recommend that you perform these steps on a test or backup environment first, before proceeding to upgrade your production environment.

Install Office SharePoint Server 2007 over Windows SharePoint Services 3.0

To install and configure Office SharePoint Server 2007, use the following procedure. For a server farm, you must run Setup and the SharePoint Products and Technologies Configuration Wizard on each front-end Web server and application server in your server farm.

Install Office SharePoint Server 2007 over Windows SharePoint Services 3.0

  1. Run Setup for Office SharePoint Server 2007.

  2. On the Enter your Product Key page, type the product key, and then click Continue.

  3. On the Read the Microsoft Software License Terms page, select the I accept the terms of this agreement check box, and then click Continue.

  4. On the Server Type page, select Complete, and then click Install Now.

    If you have a server farm, select Complete for the first server in your server farm and for any servers that you want to use as application servers — for example, index servers. For subsequent front-end Web servers, select Web Front End.

  5. When Setup has completed, ensure that the Run the SharePoint Products and Technologies Configuration Wizard now check box is selected, and then click Close.

    NoteNote:

    If you have any language packs for Windows SharePoint Services 3.0 installed, you should install the language packs for Office SharePoint Server 2007 before you continue on to the SharePoint Products and Technologies Configuration Wizard. For more information, see Deploy language packs (Office SharePoint Server).

    If you are in a server farm environment, run Setup for Office SharePoint Server 2007 on each front-end Web server and application server in your farm before continuing with the SharePoint Products and Technologies Configuration Wizard.

  6. In the SharePoint Products and Technologies Configuration Wizard, on the Welcome to SharePoint Products and Technologies page, click Next.

  7. In the dialog box that notifies you that some services might need to be restarted or reset during configuration, click Yes.

  8. On the Completing the SharePoint Products and Technologies Configuration Wizard page, click Next.

  9. On the Configuration Successful page, click Finish.

    The configuration wizard closes, and the SharePoint Central Administration Web site opens. Be sure to run the configuration wizard on every front-end Web server and application server in your farm.

Perform post-upgrade configuration steps

In Central Administration, use the Administrator Tasks list to perform the additional configuration tasks for Office SharePoint Server 2007, including:

  • Assign services to servers (server farm only).

  • Configure shared services.

  • Enable new features on existing sites.

Assign services to servers (server farm only)

In a server farm environment, you might want some servers to act as application servers, such as an index server. Windows SharePoint Services 3.0 does not have the application server role, so all servers in your farm were originally front-end Web servers. When you ran Setup, you chose a server type (either Complete for an application server, or Web Front End for a Web server) for each server in your farm. For the application servers, you now need to use Central Administration to configure the appropriate services for that server. For example, you need to:

  • Start the Windows SharePoint Services Search service (optional).

  • Disable the Windows SharePoint Services Web Application service on all servers not serving content.

If you have multiple index servers in your environment, you might need to perform additional steps to ensure that they are correctly configured. For more information, see Install Office SharePoint Server 2007 and run the SharePoint Products and Technologies configuration wizard.

Configure shared services

Windows SharePoint Services 3.0 does not include the shared services functionality, so you must configure Shared Services Providers (SSPs) after you install Office SharePoint Server 2007. For more information about configuring shared services, see Chapter overview: Create and configure Shared Services Providers.

Enable new features on existing sites and subsites

After you assign services to servers and configure shared services, you can enable the newly-installed Office SharePoint Server 2007 features for the existing site collections on your server farm. Any new sites that you create will automatically have these features. However, existing sites do not get the new features until you enable them. You can either:

  • Enable the new features for all site collections (all site collections get all of the new features).

  • Enable features for specific site collections and subsites (enable only the features you want on the site collections or subsites that you want).

To enable the Office SharePoint Server 2007 features for all existing sites in your server farm, use the following procedure. You need to perform this procedure only once to update all sites in your server farm.

NoteNote:

The process for enabling features for all site collections uses a SharePoint Timer Service job and may take a long time to complete depending on the number of sites in your server farm.

Enable Office SharePoint Server 2007 features on all existing sites

  1. In Central Administration, on the top link bar, click Operations.

  2. In the Upgrade and Migration section, click Enable features on existing sites.

  3. On the Enable Features on existing sites page, select the Enable all sites in this installation to use the following set of features check box, and then click OK.

    After you click OK, the Feature Enabling Status page opens. This page is periodically updated with current status.

If you do not want all of your site collections to have the full set of Office SharePoint Server 2007 features, you can enable just the features you want for any specific site collection or subsite by using the Site Settings page for that site collection or subsite.

NoteNote:

If you choose to enable features on a per-site basis, rather than on all existing site collections, you may need to activate the features at the Web application level first. To activate features for a Web application, in Central Administration, on the Application Management page, under SharePoint Web Application Management, click Manage Web application features. On the Manage Web Application Features page, next to any features you want that Web application to use, click Activate.

To enable specific features for a specific site collection, perform the following procedure.

Enable specific features for a specific site collection

  1. In the top-level site for the site collection, on the Site Actions menu, point to Site Settings, and then click Modify All Site Settings.

  2. On the Site Settings page, in the Site Collection Administration section, click Site collection features.

  3. On the Site Collection Features page, next to any features you want that site collection to use, click Activate.

To enable specific features for a specific subsite, perform the following procedure.

Enable specific features for a specific subsite

  1. In the subsite, on the Site Actions menu, point to Site Settings, and then click Modify All Site Settings.

  2. On the Site Settings page, in the Site Administration section, click Site features.

  3. On the Site Features page, next to any features you want that subsite to use, click Activate.

Download this book

This topic is included in the following downloadable book for easier reading and printing:

See the full list of available books at Downloadable content for Office SharePoint Server 2007 .

   
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