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Essential SharePoint 2007, 2nd Edition by Jeff Webb

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Appendix A. Upgrading

There are three different approaches to upgrading an existing WSS 2.0 or SharePoint Portal Server 2003 installation to WSS 3.0 or MOSS 2007, which can be summarized as follows:

For this type of installation

Use this recommended approach

Small deployment with few customizations

In-place upgrade

Large deployment with customizations

Side-by-side (gradual) upgrade

Farm deployment with hardware upgrade

Database migration

Table A-1 lists the differences between each approach.

Table A-1. Approaches to upgrading

Approach

Description

Advantages

Disadvantages

In-place

Sites are replaced with new version.

  • Simple

  • Site URLs don't change

  • Can't be undone

  • Sites are offline during upgrade

Side-by-side

Both versions of SharePoint run on the server and site collections are moved one at a time.

  • Can revert if needed

  • Reduces time sites are offline

  • Site URLs may be different during upgrade

Database migration

Content databases are copied and then upgraded in place.

  • Can revert if needed

  • Minimizes time offline

  • Allows deployment to new hardware

  • Complex

  • Site URLs may be different during upgrade

Before You Upgrade

Before you upgrade, complete these tasks:

  • Review your hardware to verify that there is enough disk space for the type of upgrade you are planning.

  • Review your existing SharePoint installation to verify that it is up-to-date.

  • Run the pre-upgrade scan tool (PRESCAN.EXE) to find custom site definitions and customized (unghosted) pages.

  • Perform a trial upgrade of one or more site collections.

  • Review ...

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