Upgrade to Office SharePoint Server 2007 by performing a slipstream installation

Applies To: Microsoft Search Server 2008

Topic Last Modified: 2008-08-19

Use the following procedures in the listed order to upgrade from Microsoft Search Server 2008 or Search Server 2008 Express to Office SharePoint Server 2007, the Infrastructure Update for Microsoft Office Servers, and optionally Microsoft Office SharePoint Server 2007 with Service Pack 1 (SP1) and the Infrastructure Update for Windows SharePoint Services 3.0 by performing a slipstream installation.

In this article:

• Before you begin

• High-level steps

• Prerequisites

• Create a shared folder

• Copy all Office SharePoint Server 2007 files to the shared folder

• Download and extract Office SharePoint 2007 SP1 to the Upgrades folder (optional step)

• Download and extract files from the Infrastructure Update for Microsoft Office Servers

• Run Setup.exe to install all components

• Post setup configuration

• Move the SSP to a new Web application

• Optional Steps

Before you begin

This section provides an overview of recommendations to consider before you install a software update.

• Schedule the upgrade for a time that causes the least amount of disruption for your users.

  You do not need to stop services, timer jobs, or crawls during the upgrade. The Setup Wizard stops or pauses and then resumes them as needed. The setup wizard restarts the following services during upgrade: Internet Information Services, SharePoint Administration Service, and SharePoint Timer Services.

  Note

  You do not have to stop the World Wide Web Publishing service on the Web front-end servers. However, access to the sites will be temporarily affected during the upgrade when the setup Wizard restarts services during the upgrade.

• Communicate the proposed schedule to users and the key people who are involved with the Web sites that are hosted on the servers that are running Microsoft Search Server 2008 or Search Server 2008 Express and, if necessary, adjust the schedule.

Back up the server farm before you start the software update installation. You should create a backup of search and all databases. We recommend that you follow these guidelines:

• Search: Use the backup operation from SharePoint Central Administration or the stsadm command-line tool to create a full backup of the Shared Services Provider (SSP). The backup operation includes both the SSP database and content index in the file system.

  Warning

  Before you back up, verify that the drive that you are backing up to has enough free space to back up the entire farm. Although you are only backing up the SSP, if you do not have free space for the entire farm, the backup operation will fail.

• Configuration database and Central Administration content database: You must back up your databases by using SQL Server tools after you have stopped your farm. Use the simple recovery model so that your transaction log is truncated. For more information, see Move all databases (Search Server 2008).

• Content databases: Perform a full backup operation with either the stsadm command-line tool or SQL Server to back up all content databases. If you are using SQL Server, use the simple recovery model, so that your transaction log is truncated.

• Front-end Web server: If you have customized the front-end Web server or are unsure of the extent of the customizations to your Web applications, we recommend that you make a backup image of your front-end Web server. Make sure that you have a backup of all solution packages that you have deployed on your front-end Web servers.

  Note

  Ideally, if you are customizing front-end Web computers, the customization should be managed by using a robust build process or script that allows the customizations to be applied to a new computer.

• If you experience an unrecoverable failure during upgrade, you may have to restore your server from the backup image that you created. You would need to manually apply all customizations to your front-end Web server.

  Note

  We recommend that you back up the server farm after you have verified that the software update installation succeeded.

For more information, see Protecting and restoring the farm (Search Server 2008).

High-level steps

The following list describes the high level steps that you must perform to upgrade Microsoft Search Server 2008 or Microsoft Search Server 2008 Express to Office SharePoint Server 2007 by using a slipstream installation:

• Create a shared folder. This folder will contain the Office SharePoint Server 2007 installation files, the Infrastructure Update for Microsoft Office Servers, and optionally, Microsoft Office SharePoint Server 2007 with Service Pack 1 (SP1) and the Infrastructure Update for Windows SharePoint Services 3.0.

• Copy Office SharePoint Server 2007 files to the shared folder.

• Either copy the svrsetup.dll from the shared folder to the Upgrades folder or optionally download and extract Microsoft Office SharePoint Server 2007 with Service Pack 1 (SP1) to the Upgrades folder within the shared folder.

• (Optional) Download and extract files from the Infrastructure Update for Windows SharePoint Services 3.0 to the shared folder. We recommend that you install this update because it provides updates that are not included in the Infrastructure Update for Microsoft Office Servers.

• Download and extract files from the Infrastructure Update for Microsoft Office Servers to the shared folder.

• Run Setup.exe to install all components and then run the post setup configuration.

After the post setup configuration steps are completed, we recommend several additional steps:

• Move the Shared Services Provider (SSP) Web site to a new Web application.

  By default, the Central Administration Web site and the SSP Web site reside in the same Web application. After upgrading to Office SharePoint Server 2007 we recommend that you move the SSP Site to a new Web application. Otherwise, you will not be able to back up the SSP.

• Optionally replace the Search Center site with a site created by using a different site template, such as the Collaboration Portal template.

The procedures in this article apply to upgrading a server farm or a single server installation.

Prerequisites

This section discusses the items and information that must be available before you can upgrade from Microsoft Search Server 2008 or Microsoft Search Server 2008 Express to Office SharePoint Server 2007.

Software requirements

The procedures in this article assume that either Microsoft Search Server 2008 or Microsoft Search Server 2008 Express is already running on one or more computers that you are upgrading to Office SharePoint Server 2007. You must have access to the Internet to download the updates described earlier in this article.

Required permissions

To perform the tasks in this article, you must be a member of the Administrators group on each computer in the server farm, a farm administrator, and a shared services provider administrator.

Create a shared folder

1. Log on to the computer on which you want to create a shared folder as a member of the Administrators group.

2. Create a shared folder to hold all the files that you want to include in the slipstream installation.

3. Ensure that all administrators that will install from this share are granted read permissions or a higher level of permissions on this shared folder.

Copy all Microsoft Office SharePoint Server 2007 files to the shared folder

1. Copy all Office SharePoint Server 2007 files and folders to the shared folder.

   For example, you can copy the files from the Office SharePoint Server 2007 CD. Ensure that the folder hierarchy remains the same as the folder hierarchy on the CD.

   Note

   An important part of this folder hierarchy is a folder named Updates. Later in this article, you will copy other files to the Updates folder that will be automatically used when you run the Office SharePoint Server 2007 Setup Wizard.

2. Do the following:

   • If you want to install Microsoft Office SharePoint Server 2007 with Service Pack 1 (SP1), proceed to Download and extract Office SharePoint Server 2007 SP1 to the Upgrades folder (optional step). We recommend that you install Microsoft Office SharePoint Server 2007 with Service Pack 1 (SP1).

   • If you do not want to install Microsoft Office SharePoint Server 2007 with Service Pack 1 (SP1), proceed to step 3.

3. Copy the svrsetup.dll file from the root of the shared folder to the Updates folder in the shared folder that you created earlier.

4. Proceed to the Download and extract files from the Infrastructure Update section.

Download and extract Office SharePoint Server 2007 SP1 to the Upgrades folder (optional step)

Perform the following steps to install Office SharePoint Server 2007 SP1. Note that it is not necessary to install Windows SharePoint Services SP1 because it is already built into Search Server 2008.

1. Download Microsoft Office SharePoint Server 2007 with Service Pack 1 (SP1) to the Updates folder within the shared folder that you created earlier.

   You can download Microsoft Office SharePoint Server 2007 with Service Pack 1 (SP1) from the Microsoft Download Center (https://go.microsoft.com/fwlink/?LinkID=105636).

2. Open a command prompt and navigate to the Updates folder within the shared folder that you created earlier.

3. To extract the files from the service pack, type the following at a command prompt, and then press Enter.

   filename**.exe /extract:drive:\**folder

   Where filename is the file name of the service pack. By default, the file name for an x86 computer is officeserver2007sp1-kb936984-x86-fullfile.exe and the filename for an x64 computer is officeserver2007sp1-kb936984-x64-fullfile-en-us.exe.

   drive is the drive letter on which you created the temporary folder.

   folder is the name of your temporary folder.

4. On the Microsoft Software License Terms page, select the Click here to accept the Microsoft license terms check box, and then click Continue.

5. After the files are extracted, proceed to the next section.

Optionally download and extract files from the Infrastructure Update for Windows SharePoint Services 3.0

Download and extract files from the Infrastructure Update for Windows SharePoint Services 3.0

1. Download the Infrastructure Update for Windows SharePoint Services 3.0 to the Updates folder that is in the shared folder you created earlier.

   You can download the 32-bit version of the update from the following location:

   Microsoft Download Center (https://go.microsoft.com/fwlink/?LinkId=121881).

   You can download the 64-bit version of the update from the following location:

   Microsoft Download Center (https://go.microsoft.com/fwlink/?LinkId=121883).

2. Open a command prompt and navigate to the Updates folder in the shared folder that you created in an earlier procedure.

3. To extract the files from the Infrastructure Update for Windows SharePoint Services 3.0 executable file that you downloaded, type the following at a command prompt, and then press Enter.

   filename**.exe /extract:drive:\Sharename\Updates**

   Where filename is the file name of the Infrastructure Update for Windows SharePoint Services 3.0. By default, the file name for the x86 version is infrastructureupdateforwindowssharepointservices3.0-kb951695-fullfile-x86.exe and the file name for an x64 system is infrastructureupdateforwindowssharepointservices3.0-kb951695-fullfile-x64.exe.

   drive is the drive letter on which you created the share.

   Sharename is the name of the share you created for the slipstream installation.

4. On the Microsoft Software License Terms page, select the Click here to accept the Microsoft license terms check box, and then click Continue. After all files have been extracted, you can optionally remove all .exe files from the Updates folder to save disk space.

Download and extract files from the Infrastructure Update for Microsoft Office Servers

1. Download the Infrastructure Update for Microsoft Office Servers to the Updates folder that is in the shared folder that you created earlier.

   Note

   If you are upgrading an x86 installation of Office SharePoint Server 2007, you must ensure that you use only x86 components when upgrading. These components include the operating system, Office SharePoint Server 2007, and the Infrastructure Update for Microsoft Office Servers. Likewise, if you are upgrading an x64 installation of Office SharePoint Server 2007, you must ensure that you use all x64 components.

   You can download the 32-bit version of the update from the following location:

   Microsoft Download Center (https://go.microsoft.com/fwlink/?LinkId=121879).

   You can download the 64-bit version of the update from the following location:

   Microsoft Download Center (https://go.microsoft.com/fwlink/?LinkId=121880).

2. Open a command prompt and navigate to the Updates folder in the shared folder that you created in an earlier procedure.

3. To extract the files from the Infrastructure Update for Microsoft Office Servers executable file that you downloaded, type the following at a command prompt, and then press Enter.

   filename**.exe /extract:drive:\Sharename\Updates**

   Where filename is the file name of the Infrastructure Update for Microsoft Office Servers. By default, the file name for the x86 version is infrastructureupdateformicrosoftofficeservers-kb951297-fullfile-x86.exe and the file name for an x64 computer is infrastructureupdateformicrosoftofficeservers-kb951297-fullfile-x64.exe.

   drive is the drive letter on which you created the share.

   Sharename is the name of the share you created for the slipstream installation.

4. On the Microsoft Software License Terms page, select the Click here to accept the Microsoft license terms check box, and then click Continue. After all files have been extracted, you can optionally remove all .exe files from the Updates folder to save disk space.

Run Setup.exe to install all components

Now that all components are in place, you can install them all at once by using the Setup Wizard for Office SharePoint Server 2007. This section includes all procedures that are required to install a software update successfully in any size server farm.

1. Log on to the computer that is running either Search Server 2008 or Search Server 2008 Express that you want to upgrade.

   Note

   Remember that you must upgrade the index server first, then the query servers, and finally Web front-end servers.

2. In Windows Explorer navigate to the shared folder that you created for the slipstream installation and then double-click Setup.exe.

3. On the Enter your Product Key page, type your Microsoft Office SharePoint Server 2007 product key, and then click Continue.

4. On the License Terms page, select I accept the terms of this agreement, and then click Continue.

5. When the Run the SharePoint Products and Technologies Configuration Wizard now page appears, do the following:

   • If you are installing on a single computer server farm, proceed to Post setup configuration. Otherwise, if you are installing on a server farm in which more than one server is running Search Server 2008 or Search Server 2008 Express, do not run the SharePoint Products and Technologies Configuration Wizard. Instead go to step 6.

6. Repeat steps 1 through 6 on each additional server in the server farm. When the Run the SharePoint Products and Technologies Configuration Wizard now page appears on those servers, clear the Run the SharePoint Products and Technologies Configuration Wizard now check box, and then click Close.

7. After you have performed steps 1 through 6 on all servers in the farm, proceed to post setup configuration.

Post setup configuration

Perform the following steps on the index server only. This is typically the server that also hosts the Central Administration Web site.

1. Log on to the index server as a member for the Administrators group.

2. On the SharePoint Products and Technologies Configuration Wizard page, select the Run the SharePoint Products and Technologies Configuration Wizard now check box, and then click Close.

3. On the Welcome to SharePoint Products and Technologies page, click Next.

4. In the dialog box that appears, click Yes to allow services to be restarted.

   Important

   User access to your server farm will be temporarily disrupted while the Internet Information Services, SharePoint Administration Service, and SharePoint Timer Service are restarted. Typically restarting these services takes only a few moments to complete.

5. On the completing the SharePoint Products and Technologies Configuration Wizard page, click Next.

6. On the Configuration Successful page, click Finish.

   The Central Administration Web site appears.

Move the SSP to a new Web application

We recommend that you move the Shared Services Provider (SSP) to a different Web application. Otherwise, you will not be able to restore backups of your SSP.

To move the SSP to a different Web application, perform the following sequence of procedures.

Create a new Web application

You must be a farm administrator to perform the following steps.

1. Create a Web application for your SSP site. For information about creating a new Web application, see Create or extend Web applications. Note the following:

   • In step 5 you must choose to create a new Web site.

     If you are upgrading a server farm, you must assign a domain user account as the Application pool account. You cannot use a Predefined account.

   • Note the port number for this Web application. You will need to know this number when performing steps later in this article.

2. When the Application Created page appears, do not create a site collection because you will create a site collection for this Web application later in this article.

Verify the name of your Shared Services Provider

Use the following steps to verify the name of your SSP. You will need to know this name during the next procedure.

1. In Central Administration, click Application Management.

2. In the Office SharePoint Server Shared Services section, click Create or configure this farm’s shared services.

3. The name of your SSP appears in the SSP and associated Web applications column. Note that by default, the SSP name is SharedServices.

Move the SSP to the Web application you created

You must be a server administrator on the server on which you perform these steps.

1. On an application server in your server farm, open a command prompt.

2. Either navigate to the directory that contains the stsadm.exe file or ensure that it is included in the system path. To navigate to the directory that contains stsadm.exe, type the following in a command prompt, and then press Enter.

   CD %COMMONPROGRAMFILES%\Microsoft shared\web server extensions\12\bin

3. At a command prompt, type the following, and then press Enter. This step adds the folder structure to your Web application that is needed by the SSP.

   stsadm -o addpath -url http://hostname:port/ssp/admin -type explicitinclusion

   Where hostname is the host name of the Web application that you created in the previous procedure and port is the port number that you assigned to that Web application.

4. At a command prompt, type the following and then press Enter. This step creates a site collection in the new Web application by using the SSP template.

   stsadm -o createsite -url "http://hostname:port/ssp/admin" -owneremail email -ownerlogin login -sitetemplate "OSRV#0" -title "Shared Services Administration: SSP name**"**

   Where hostname and port are the same values that you used in step 3.

   email is the email address that you want to assign as the contact e-mail address for search. This should be in the form of emailalias@contoso.com.

   login is the domain account that you want to assign as the site collection administrator for this site collection. Note that this login account can be used to administer all services in the SSP. For more information about the contact e-mail address, see Change the contact e-mail address (Office SharePoint Server 2007).

   SSP name is the name of your SSP.

5. At a command prompt, type the following, and then press Enter. This step assigns the SSP to the new Web application that you created.

   stsadm –o editssp –title “SSP name” –sspadminsite http://hostname:port/ssp/admin

   Where SSP name is the name of your SSP

   hostname and port are the same values that you used in steps 3 and 4.

Test your new SSP

To use your new SSP Web site, do the following:

1. In Central Administration, click Application Management.

2. In the Office SharePoint Server Shared Services section, click Create or configure this farm’s shared services.

3. On the Manage this Farm’s Shared Services page, rest the mouse on the name of your SSP, and then click Open Shared Services Admin Site from the list that appears.

   Note

   The hostname and port number in the Web site’s URL should match the host name and port number that you used in the previous procedure.

   The Shared Services Administration site appears.

Restart IIS

Perform the following steps on all servers in the server farm.

1. Open a command prompt.

2. Run the following command to restart IIS: iisreset /noforce.

Optional Steps

After upgrading your server farm, the default top-level Web site on the Web application that is configured for port 80 is the same Search Center site that you had when you were running Microsoft Search Server 2008 or Microsoft Search Server 2008 Express. You can choose to delete your original Search Center site and replace it with a site that was created by using another site template, such as the Collaboration Portal template. A site created with this template provides you with a collaboration portal site that also contains a Search Center site. For more information, see Create a site collection (Office SharePoint Server).