Upgrading from Microsoft SharePoint Portal Server 2001

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

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

You must be a member of the local administrators group to complete this procedure.

1. On the taskbar, click Start, point to All Programs, point to Accessories, and then click Command Prompt.
2. Change directories to the SharePoint Portal Server \Bin directory. The location of this directory depends on the location of the SharePoint Portal Server installation directory.
3. Specify a network access account with rights to the computer to which you plan to restore this installation of SharePoint Portal 2001. To specify this account, type MSDMBack /a domain\user_password and then press ENTER. You need to specify this account only once.
4. Type MSDMBack /bpath_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 directory, and you want the backup file name to be AdventureBackup1, the path_to_backup_file_name parameter is C:\BackupDaily\AdventureBackup1. The DailyBackup directory 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. If you want to cancel the backup process, click Abort.

5. On the taskbar of the computer to which you are restoring SharePoint Portal 2001, click Start, select All Programs, select Accessories, and then click Command Prompt.
6. Change directories to the SharePoint Portal Server \Bin directory. The location of this directory depends on the location of the SharePoint Portal Server installation directory.
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 directory, the path_to_backup_file_name parameter is C:\BackupDaily\AdventureBackup1.

   The MSDMBack utility displays a dialog box with a status bar. If you want 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.

Before you export data from SharePoint Portal Server 2001, there are several considerations:

• You cannot export data from SharePoint Portal Server 2001 after you have upgraded your operating system to Windows Server 2003.
• If you export data to an external hard disk, search data is not exported unless the search service account has write access to that location.
• Ensure that all area names are 100 characters or less in length.

You must be a member of the local administrators group to complete this procedure.

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 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 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. If you want, you can help protect the security of this information by typing 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.

You must be a member of the local administrators group to complete this procedure.

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 Server 2003 that were installed with your previous operating system.
3. On the taskbar, click Start, select 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 taskbar, click Start, 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 taskbar, click Start, 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.

You must be a member of the local administrators group to complete this procedure.

1. Insert the SharePoint Portal Server CD into your CD-ROM drive.
2. At the message that appears that asks you to read this documentation before upgrading to SharePoint Portal Server, click OK.
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 CD, double-click Upgrade.exe.
5. The Upgrade Progress page shows the progress of installation. The document management components are installed, followed by the installation of SharePoint Portal Server.

   Note  It is strongly recommended that you monitor the progress of installation until it is complete. Delays during Setup can lead to errors in the installation. Also, to avoid errors, install SharePoint Portal Server to the default location.

   Troubleshooting problems with upgrade installations of SharePoint Portal Server

   Upgrading from Microsoft SharePoint Portal Server 2001 can be difficult, and occasional problems may occur. The following problems are relatively common, but if you follow the instructions below your upgrade should succeed.

   If the overall progress bar stops progressing, store.exe may have stopped responding. To check and fix this problem:

   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 this 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.

6. 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. Then refresh the page.

Important  If you are upgrading to a deployment that uses a document management server with a different URL than you used for SharePoint Portal Server 2001, you must change the name of the document management server before importing data from SharePoint Portal Server 2001.

If you do not change the name, the links to areas will be broken.

You must be a member of the SharePoint administrators group or the local administrators group to complete this procedure.

1. On the title bar of the portal site, click Site Settings.
2. On the Site Settings page, in the Portal Site Content section, click Import SharePoint Portal Server 2001 data.
3. On the Import SharePoint Portal Server 2001 Data page, type the location of the import file, and then click OK.