Planning for Upgrade from SharePoint Portal Server 2003 to SharePoint Server 2010

Planning for Upgrade from SharePoint Portal Server 2003 to SharePoint Server 2010

In order to upgrade to SharePoint Foundation 2010 or SharePoint Server 2010, you must first be running Windows SharePoint Services 3.0 at SP2 or Microsoft Office SharePoint Server 2007 at SP2, respectively. For customers running prior versions of SharePoint, including Windows SharePoint Services 2.0 and SharePoint Portal Server 2003, this means that you must first upgrade to Windows SharePoint Services 3.0 SP2 or Microsoft Office SharePoint Server 2007 SP2 prior to upgrading to 2010 versions. Windows SharePoint Server 3.0 with SP2 is available as a free download, and trial versions of Microsoft Office SharePoint Server 2007 are available and supported for use in this upgrade/migration process:

SP2 Slipstream Downloads and Trial Versions

Windows SharePoint Services 3.0 (32-bit) with SP2
http://www.microsoft.com/downloads/details.aspx?FamilyId=EF93E453-75F1-45DF-8C6F-4565E8549C2A
Windows SharePoint Services 3.0 (64-bit) with SP2
http://www.microsoft.com/downloads/details.aspx?familyid=9FB41E51-CB03-4B47-B89A-396786492CBA
Microsoft Office SharePoint Server 2007 Trial Version (32-bit) with SP2
http://www.microsoft.com/downloads/details.aspx?FamilyId=2E6E5A9C-EBF6-4F7F-8467-F4DE6BD6B831
Microsoft Office SharePoint Server 2007 Trial Version (64-bit) with SP2
http://www.microsoft.com/downloads/details.aspx?familyid=3015FDE4-85F6-4CBC-812D-55701FBFB563
Please note that the trial product versions are licensed for 180 days of use from the date of installation.
Upgrade Method
This upgrade process should be done using the Database Migration approach documented in the following links:
Windows SharePoint Services and Microsoft Office SharePoint Server 2007

Determine upgrade approach (Office SharePoint Server)

http://technet.microsoft.com/en-us/library/cc263447.aspx

Determine upgrade approach [Windows SharePoint Services]

http://technet.microsoft.com/en-us/library/cc287821.aspx

SharePoint Foundation 2010 and SharePoint Server 2010 (pre-release documentation)

Determine upgrade approach (SharePoint Server 2010)

http://technet.microsoft.com/en-us/library/cc263447(office.14).aspx

Determine upgrade approach (SharePoint Foundation 2010)

http://technet.microsoft.com/en-us/library/cc287821(office.14).aspx

Note that this method is referred to as “Database attach upgrade” in pre-release documentation

Please note that there are manual steps involved in this upgrade path in order to maintain some configuration information, as documented in the links above.
Example Upgrade Sequence
The upgrade documentation above should be referenced for full detail and information, but the following illustrates an example of an upgrade sequence for moving from Office SharePoint Server 2007 to SharePoint Server 2010.
1. Prepare Farms

a. Set up a small, temporary farm running Office SharePoint Server 2007

b. Set up full SharePoint 2010 farm and verify that it is configured and running correctly

2. Upgrade content from 2003 to 2007

a. Detach the content databases from the 2003 farm and take the 2003 farm offline

b. Attach the content databases to the 2007 farm and upgrade them

c. Verify the content has upgraded and that the 2007 farm is working correctly

3. Upgrade content from 2003 to 2007

a. Detach the content databases from the 2007 farm

b. Attach the content databases to the SharePoint Server 2010 farm and upgrade them in parallel

c. Verify the content has upgraded to SharePoint 2010 and is working correctly

4. Start serving requests on the SharePoint Server 2010 farm
Again, this is just an example for illustration: for full detail, including all steps and important considerations, please review the existing and pre-release documentation linked above.
Additional Information and Notes
Please note that SharePoint Server 2010 Beta cannot be upgraded to the final release version (RTM). Any use of these steps or guidelines with any pre-release version of SharePoint 2010 should be for testing/evaluation only.
This upgrade path will necessarily mean a move from 32-bit OS architecture to 64-bit OS architecture. Windows SharePoint Services 2.0 and SharePoint Portal Server 2003 were supported only on 32-bit operating systems, as opposed to SharePoint Foundation 2010 and SharePoint Server 2010, which are supported only on 64-bit operating systems.
The database platform selected for Microsoft Office SharePoint Server 2007 or Windows SharePoint Services 3.0 should be consistent with the planned platform for Microsoft SharePoint Server 2010 or Microsoft SharePoint Foundation 2010. For example, if SQL Server 2008 will serve as the database software for the Microsoft Office SharePoint Server 2007 or Windows SharePoint Services 3.0 trial versions you should maintain that version for Microsoft SharePoint Server 2010 or Microsoft SharePoint Foundation 2010 to avoid downgrade support limitations such as SQL Server 2008 to SQL Server 2005. For additional information on SQL Server 2008 downgrade rights see:
SQL Server 2008 Licensing Frequently Asked Questions
http://www.microsoft.com/sqlserver/2008/en/us/licensing-faq.aspx