Upgrading from Microsoft SharePoint Portal Server 2001

You can upgrade to Microsoft® SharePoint^TM Portal Server "v2.0" Beta 2 from SharePoint Portal Server 2001 using the upgrade tool provided on the product CD.

It is important to back up and restore your data on the computer running SharePoint Portal Server 2001 to another computer before upgrading to SharePoint Portal Server "v2.0" Beta 2. The computer you use to back up SharePoint Portal Server 2001 must have the same version of SharePoint Portal Server 2001 installed, including service packs, updates, and language packs. Any differences between the two computers may result in a failed backup and restore.

When you upgrade, run the upgrade tool to export data from the SharePoint Portal Server 2001 computer. After installing Microsoft Windows® Server 2003 and performing the additional upgrade steps, run the upgrade tool again to make the final changes.

Complete the upgrade of SharePoint Portal Server 2001 to SharePoint Portal Server "v2.0" Beta 2 by running the content import tool.

Important

• Upgrading from SharePoint Portal Server 2001 to a pre-release version of SharePoint Portal Server "v2.0" Beta 2 is not recommended for production servers, and an upgrade to the release version of SharePoint Portal Server "v2.0" from a pre-release version is not supported.
• Some data from SharePoint Portal Server 2001 is imported during upgrade, but cannot be used in SharePoint Portal Server "v2.0" Beta 2. This includes but may not be limited to portal site customization and most SharePoint Portal Server 2001 custom Web Parts.
• After completing an upgrade for SharePoint Portal Server "v2.0" Beta 2, you will not be able to back up and restore the client components for backward-compatible document libraries.

Backing Up and Restoring SharePoint Portal Server 2001

Before you upgrade to SharePoint Portal Server "v2.0" Beta 2, you must back up and restore the settings of the computer running SharePoint Portal Server 2001 to another computer running SharePoint Portal Server 2001. For more information on backup and restore in SharePoint Portal Server 2001, see the Administrator's Help for SharePoint Portal Server 2001.

Important  Do not use the Windows Backup utility to back up the server, as the utility does not back up all required data for SharePoint Portal Server 2001. A subsequent restore using this utility fails.

To backup and restore SharePoint Portal Server 2001

1. On the taskbar, click Start, point to Programs, point to Accessories, and then click Command Prompt.
2. Change folders to the SharePoint Portal Server \Bin folder. The location of this folder depends on the location of the SharePoint Portal Server installation folder.
3. Specify a network access account with rights to the computer on which you plan to restore the SharePoint Portal 2001 installation. To specify the account, type MSDMBack /a domain\user_password and then press ENTER. You need to specify this account only once.
   
    
4. Type MSDMBack /b "path_to_backup_file_name" [password] and then press ENTER. The /b switch indicates that this is a backup procedure.
   
   For example, if you want to back up to the C:\DailyBackup folder, and you want to name the backup file name AdventureBackup1, the path_to_backup_file_name parameter is C:\BackupDaily\AdventureBackup1. The DailyBackup folder must exist and the AdventureBackup1 file must not exist before you run the script.
   
   The MSDMBack utility displays a dialog box with a status bar. To cancel the backup process, click Abort.
5. On the taskbar of the computer on which you are restoring SharePoint Portal 2001, click Start, select Programs, select Accessories, and then click Command Prompt.
6. Change folders to the SharePoint Portal Server \Bin folder. The location of this folder depends on the location of the SharePoint Portal Server installation folder.
7. Type MSDMBack /r "path_to_backup_file_name" [password] [/o].
   
   The /r switch indicates that this is a restore procedure. The optional /o switch indicates that the restoration should put the full-text indexes in the original location of the backup source, not in the current default location.
   
   For example, if you want to restore from the AdventureBackup1 file in the C:\DailyBackup folder, the path_to_backup_file_name parameter is C:\BackupDaily\AdventureBackup1.
   
   The MSDMBack utility displays a dialog box with a status bar. To cancel the restore process, click Abort.
8. Create scheduled content source updates. The backup image does not include any scheduled content source updates from Windows 2000 Scheduled Tasks. You must recreate these content sources on the restored server. You must also restore any shortcuts to workspaces in My Network Places.

Exporting Data from SharePoint Portal Server 2001

Before you export data from SharePoint Portal Server 2001, consider the following:

• You cannot export data from SharePoint Portal Server 2001 after you have upgraded the operating system to Windows Server 2003.
• To export data more than once before you install Windows Server 2003, you must first delete the value ExportedV1DataPath in the Windows registry under HKLM\Software\Microsoft\SharePoint Portal Server\, and then run the upgrade tool again.
• If you export data to an external hard disk drive, search data is not exported.
• If you export data to a folder that already contains exported data, the first set of data is lost.
• Remove special characters (such as & or ~) from category names, and ensure that all category names are 100 characters or less in length.
• Check that all workspace descriptions are 100 characters or less in length.
• Run Upgradepruninglevel.exe to successfully turn on version pruning on each existing workspace for SharePoint Portal Server 2001.

To export data from SharePoint Portal Server 2001

1. Create the folder that you want to use to store exported data from the SharePoint Portal Server 2001 computer.
2. Insert the SharePoint Portal Server "v2.0" Beta 2 CD into your CD-ROM drive.
3. Click Exit, and then browse to the root directory of the CD by using My Computer.
4. On the root directory of the SharePoint Portal Server "v2.0" Beta 2 CD, double-click Upgrade.exe.
5. On the Export Server Data page, type the location of the folder that you want to use to store exported data. To help protect the security of this information, type a password.
6. Click Next.
7. When your data is exported, a message appears telling you that you must install Windows Server 2003. Click OK.

Upgrading Your Server to Windows Server 2003 and Installing Related Components

1. Install Windows Server 2003. For more information on installing Windows Server 2003, see the documentation for Windows Server  2003.
2. Install the same language packs for Windows 2003 that were installed with your previous operating system.
3. On the Start menu, point to Administrative Tools, and then click Computer Management.
4. On the Computer Management page, click Services and Applications, and then click Services.
5. In the Services list, right-click World Wide Web Publishing Service, click Properties, and then under Startup type click Automatic.
6. In the Services list, right-click World Wide Web Publishing Service, and then click Start.
7. On the Start menu, select Control Panel, and then click Add or Remove Programs.
8. On the Add or Remove Programs page, click Add/Remove Windows Components.
9. In the Windows Component Wizard, click Application Server in the components list, and then click Details.
10. On the Application Server page, select ASP. NET, and then click OK.
11. Click Next to begin installation of ASP. NET.
12. After installation, click Finish and then close the Add or Remove Programs page.
13. On the Start menu, select Administrative Tools, and then click Internet Information Services (IIS) Manager.
14. On the IIS Manager page, click the server, and then click Web Service Extensions.
15. In Web Service Extensions, click ASP. NET, and then click Allow.

Installing SharePoint Portal Server "v2.0" Beta 2

1. Insert the SharePoint Portal Server "v2.0" Beta 2 CD into your CD-ROM drive.
2. When a message appears asking you to read the documentation before upgrading to SharePoint Portal Server "v2.0" Beta 2, click OK.
3. Click Exit, and then browse to the root directory of the CD using My Computer.
4. On the root directory of the SharePoint Portal Server "v2.0" Beta 2 CD, double-click Upgrade.exe.
5. The Upgrade Progress page shows the installation progress. When the document management components are installed, a message appears asking if you want to restart your computer. Click No. Upgrade continues with the installation of SharePoint Portal Server "v2.0" Beta 2.
   Note: It is strongly recommended that you monitor the progress of the installation until it is complete. Delays during Setup can lead to errors in the installation. Also, to avoid errors, install SharePoint Portal Server "v2.0" Beta 2 to the default location. For information about troubleshooting problems you may encounter during the installation, see the next section Troubleshooting Problems with Upgrade Installations of SharePoint Portal Server "v2.0" Beta 2.
    
6. If you receive the following error message with the text "The following errors occurred while upgrading document management workspace to version 2.0. 80040e19 CStoreUpgrader::UpgradeSchemaToSPSV2DM:failed for workspace," click OK.
7. On the Configure Server Farm Account Settings page, under Default Content Access Account, select Configure Default Content Access Account, and then type a user name and password for an account to use when crawling content sources. The account must have rights to read the content being crawled.
   Note:   If this page does not appear correctly, click Start on the taskbar, click Run, type iisreset, and then click OK. Refresh the page.
8. Do not create a portal site. Upgrade will fail if you create a portal site before importing data from SharePoint Portal Server 2001.

Troubleshooting Problems with Upgrade Installations of SharePoint Portal Server "v2.0" Beta 2

You may encounter the following problems when upgrading to SharePoint Portal Server "v2.0" Beta 2. If so, follow the instructions below for a successful upgrade.

Problem: the overall progress bar stops progressing

Store.exe may have stopped responding. You can check the status of Store.exe and restart the process if necessary.

To check the status of Store.exe

1. In Windows Task Manager, on the Processes tab, check the resources used by Store.exe. If the CPU resources for Store.exe are at 0 for more than a minute, the program has stopped responding.
2. Open a command prompt window, and then type net stop msexghangeis /y. Wait one minute to allow the change to occur.
3. In Windows Task Manager, click Store.exe, and then click End Process.
4. In the command prompt window, type net start msdmserv. Wait a few minutes, and upgrade will continue.

Problem: you receive an error indicating that Setup.exe has stop responding

You can stop Upgrade.exe, and then restart the upgrade process.

1. Click OK on the error message.
2. In Windows Task Manager, on the Processes tab, check to see if Upgrade.exe is running. If it is running, click the file and then click End Process.
3. Follow the steps in the previous procedure to check the status of Store.exe.
4. In the command prompt window, type cd CD drive:\, and then press ENTER.
5. Type Upgrade.exe AfterReboot. Upgrade will continue.

Importing Data from SharePoint Portal Server 2001

1. For each workspace that you are importing from SharePoint Portal Server 2001, you must create a virtual server in the Internet Information Services (IIS) Manager.
2. On the taskbar, click Start, point to All Programs, point to SharePoint Portal Server, and then click SharePoint Portal Content Import.
3. In the SharePoint Portal Content Import, a list of exported workspaces appears. Select the first workspace, and then click Edit.
4. In Portal virtual server name, click on the list and then click the virtual server for the workspace.
5. In Portal site URL, type the URL used to access this workspace in the format http://server_name:port_number. Each workspace that you add must have a distinct port number.
6. In User ID, type an account as domain\user_name to use as the site administrator.
7. In E-mail, the e-mail address used in SharePoint Portal 2001 is listed.
   Important: Do not change this e-mail address.
    
8. Clear Select crawling this workspace to reduce the time to import the workspace. You can always crawl the workspace later.
9. Click OK.
10. Click Import.
11. In the confirmation message that appears, click OK.
12. Repeat these steps for each workspace that you import. It is strongly recommended that you import the workspaces in order and one at a time, in case errors occur during import and to avoid importing a workspace that is already imported.