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Prescriptive Guidance: Upgrading SharePoint from SPS2003 to MOSS 2007

Discover the options available for upgrading from SharePoint Portal Server 2003 to Microsoft Office SharePoint Server 2007; find out which option best meets your needs, and get critical advice on performing the upgrade.

s customers start to migrate from their existing SharePoint Portal Server 2003 (SPS2003) installations to the new version of SharePoint—Microsoft Office SharePoint Server 2007 (MOSS 2007)—one of the critical and daunting tasks they face is the process of upgrading applications and custom code from SPS 2003 to MOSS 2007.

Microsoft provides tool-based support for upgrading from SPS2003 to MOSS 2007. Like all automated tools (such as the VB to .NET Migration Wizard for example) this one is not a magic bullet. Depending on the customizations and custom extensions added to a particular SharePoint installation, the upgrade tool's performance varies. Fortunately, Microsoft also provides a Pre-Scan tool that can provide warnings on areas that may cause the upgrade process to fail. As shown in Figure 1, the upgrade process itself generally involves four steps:
Figure 1. Upgrade Process: These are the four critical steps to follow when upgrading from SPS2003 to MOSS 2007.
  1. Check for Service Pack 2
  2. Pre-Scan & Analysis
  3. Choose Approach
  4. Execute the Upgrade
Each step is discussed in more detail in the following sections.

Check for Service Pack 2
The first step is to check whether SPS2003 Service Pack 2 (SP2) is installed. If it's not, the upgrade tools provided by Microsoft will not work. Therefore, you should ensure that the installation of SharePoint you are planning to upgrade has SP2 installed.

To check for SP2:

  1. Open Control Panel → Add/Remove Programs
  2. Select the entry for "Microsoft Office SharePoint Portal Server 2003" or "Microsoft Windows SharePoint Services 2.0"
  3. Click the "Click here for Support Information" link.
Following the above procedure will reveal the Version Number for SPS2003 or Windows SharePoint Services (WSS). Using that version number, you can determine whether SP2 is installed. Table 1 lists the various applications and their corresponding version numbers. The highlighted rows show the version numbers for both products when SP2 has been applied.

Table 1. SharePoint Version Information: Your installed versions should match the version numbers shown in the highlighted rows. .
Application Information Version Number
Windows SharePoint Services 2.0 RTM 11.0.5608.0
Windows SharePoint Services 2.0 Service Pack 1 11.0.6361.0
Windows SharePoint Services 2.0 Service Pack 2 11.0.7969.0
SharePoint Portal Server 2003 RTM 11.0.5704.0
SharePoint Portal Server 2003 Service Pack 1 11.0.6715.0
SharePoint Portal Server 2003 Service Pack 2 11.0.8126.0

Author's Note: You must install SP2 for Windows SharePoint Services 2.0 before installing SharePoint Portal Services 2003 SP2.

When you're sure SP2 has been applied to your installation, you'll be able to use the upgrade tools.

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