Checklist: In-Place Upgrade of Team Foundation Server on a Single Server
You can use this checklist to upgrade to Visual Studio Team Foundation Server 2010. To benefit the most from this checklist, you must have a single-server deployment and want an in-place upgrade. If you have more than one server in your existing Team Foundation Server environment or want to change your topology during upgrade, use Checklist: Upgrade Team Foundation Server By Using More Than One Server.
The tables in this document contain tasks and links. The links provide either procedural or conceptual information to help you perform the associated task. You should perform the tasks from top to bottom unless you are directed to skip a task.
The following tasks prepare the existing installation of Team Foundation Server for an in-place upgrade (use the same hardware) where all prerequisites are on the same server.
Check for the latest installation guide. Download the current version of this guide. If late-breaking updates for upgrade procedures are available, you can find them in the latest version of this guide.
For the latest version of the installation guide for Team Foundation, see the following page on the Microsoft Web site:
Back up your data. On your existing Team Foundation Server installation, back up your data. The upgrade tool deletes your old database during the upgrade. You can use this data as a snapshot of your Team Foundation Server installation, immediately before the upgrade.
Back up a copy of your web.config to preserve some settings, such as e-mail alerts and public URL settings. You will have to manually add these settings by using the upgrade wizard, and you can use the information in web.config as a reference. Open the folder that is used by the Web application for Team Foundation Server, copy the Web.config file, and save the copy to a different location. You might want to rename the file. For example, if this Web application uses port 80, save it as Web.config80.
For the latest information about how to back up Team Foundation Server, see the following pages on the Microsoft Web site:
Check for supported hardware and software. Verify that the operating system on every server where you will install Team Foundation Server meets Team Foundation Server requirements. Verify that the hardware can run Team Foundation Server and all prerequisite server software.
Check for required permissions and user accounts. Verify that the account that you will use to install Team Foundation Server is a member of the Administrators security group on the server where you will install Team Foundation Server.
Determine the service accounts that you will use during installation of Team Foundation Server and SQL Server (if you require a new installation of SQL Server).
Set up SQL Server. If you were using SQL Server 2005, you must upgrade to SQL Server 2008.
Set up reporting. If you want to use reporting, you must upgrade SQL Server Reporting Services and SQL Server Analysis Services to SQL Server 2008. Your report server cannot be shared with other applications. Team Foundation Server requires a dedicated report server.
For information about how to upgrade SQL Server, see the following page on the Microsoft Web site:
Verify SQL Server. Verify that you configured SQL Server to meet the minimum requirements of Team Foundation Server.
Prepare a portal server. If you are using Windows SharePoint Services 2.0 and want to add a portal server to your new installation of Team Foundation Server, you must upgrade to Windows SharePoint Services 3.0, Microsoft Office SharePoint Server 2007, or Microsoft SharePoint Server 2010.
You cannot install Windows SharePoint Services 3.0 when you upgrade Team Foundation Server.
You can also take any one of these optional steps with your portal server:
For more information, see the following pages on the Microsoft Web site:
Configure Microsoft Office SharePoint Server 2007 or SharePoint Server 2010. If you are using an existing installation of Windows SharePoint Services 3.0, skip to the next step; you do not have to make any special dashboard compatibility configurations. If you are using Microsoft Office SharePoint Server 2007 Enterprise or SharePoint Server 2010 Enterprise, perform the required configurations for dashboard compatibility.
Verify SharePoint Products and add the Team Foundation Server service account to the Farm Administrators group. Verify that the installation of SharePoint Products meets the minimum requirements for Team Foundation Server.
Add the service account of Team Foundation Server and the account of the person who will upgrade the application tier to the Farm Administrators group.
Uninstall the previous version of Team Foundation Server. If you are doing an in-place upgrade, you must uninstall Team Foundation Server.
Restore your data. If your data is already on an instance of SQL Server 2008, you can skip this step. Otherwise, on the instance of SQL Server that will host the configuration database, you must restore the data from Team Foundation Server that you backed up at the start of this checklist.
You must not change the names of any of the databases that you are restoring.
For more information about how to restore data from Team Foundation Server, see one of the following pages on the Microsoft Web site:
Perform the following tasks to upgrade Team Foundation Server.
Install Team Foundation Server. If you are upgrading from Visual Studio 2005 Team Foundation Server, you should delete the old Team Foundation Server Web sites from Internet Information Services (IIS) before you perform this procedure.
Update and configure Team Foundation Server. This update will prevent an issue caused by a specific pattern of version control operations that affects the upgrade of version control labels and merges. To download this update, see the following page on the Microsoft Web site: KB2135068 - Labeled items and merge targets missing after upgrade to TFS2010. For more information, see the following page on the Microsoft Web site: After an upgrade to TFS 2010, labels are missing items, or merge relationships are missing.
After you complete the installation and apply the update for version control, upgrade your server by using the Team Foundation Server Configuration tool.
Final configuration of Microsoft Office SharePoint Server 2007 or SharePoint Server 2010.
If you installed Microsoft Office SharePoint Server 2007 or SharePoint Server 2010, you must configure the enterprise application definition that you created for Team Foundation Server. If you are using Windows SharePoint Services 3.0 or did not configure SharePoint Products, you can skip this step.