How to: Upgrade Team Foundation Server Using the Team Foundation Server Configuration Tool

This topic explains how to upgrade from a previous version of Visual Studio Team Foundation Server by using the configuration tool. Use the procedure below that matches the version of Team Foundation Server that you are upgrading.

NoteNote

If you have accessed the tool by selecting the check box at the end of the Team Foundation Server installation, you can skip the procedure for accessing the tool from the Start menu.

Required Permissions

To perform this procedure, you must be a member of the Administrators security group on the server. If you plan to configure reporting, you must also be a member of the Administrators security group on the computer that is running SQL Server Reporting Services.

To access the Team Foundation Server Configuration tool from the Start menu

  1. Click Start, point to All Programs, point to Microsoft Team Foundation Server 2010, and then click Team Foundation Administration Console.

    The Team Foundation Administration Console appears.

  2. Click Application Tier and then click Configure Installed Features.

    The Team Foundation Server Configuration tool appears.

You can use this procedure to upgrade from Visual Studio Team System 2008 Team Foundation Server with or without Service Pack 1 (SP1) or Visual Studio 2005 Team Foundation Server with SP1.

Important noteImportant

If you are upgrading from Visual Studio 2005 Team Foundation Server, you should delete its old Web sites from Internet Information Services (IIS) before you perform this procedure.

To upgrade from Visual Studio Team System 2008 Team Foundation Server or Visual Studio 2005 Team Foundation Server

  1. In Team Foundation Server Configuration tool, click Upgrade and then click Start Wizard.

    The Team Foundation Server Upgrade Configuration wizard appears.

  2. Read the Welcome screen, and then click Next.

  3. Type the name of the SQL Server instance that hosts the data from an earlier version of Team Foundation Server, and click List Available Databases.

    The wizard lists deployments of Team Foundation Server that you can upgrade. If multiple deployments are listed, click the one that you want to upgrade.

    Caution noteCaution

    To upgrade a beta 2 or release-candidate deployment of Visual Studio Team Foundation Server 2010, you must use the next procedure in this topic.

  4. Select the By checking this box, I confirm that I have a current backup check box, and then click Next.

  5. Under Service Account, click Use a system account to use a built-in account, or click Use a user account to use a domain or local account. If you are using a user account, you must type its password. To test the user account and password combination, you can optionally click Test.

    Network Service is the default value for this service account (TFSSERVICE).

  6. Under Authentication Method, click NTLM or Negotiate (Kerberos), and then click Next.

    • If you click NTLM, NTLM authentication is used. This option is the default setting.

    • If you click Negotiate (Kerberos), Kerberos authentication is attempted first. If that authentication fails, NTLM authentication is used.

  7. Under Web Site, click Create a new site or Use existing site.

    • If you create a site, type a name in Web Site Name and a port number in Port. This is the name that appears in Internet Information Services (IIS) and the port number used to connect to Team Foundation Server.

      The default values for Web Site are Team Foundation Server and 8080.

    • If you use an existing Web site, click it in the list.

  8. Under IIS Virtual Directory, you can use the default value of tfs or optionally type a virtual directory name. If you are using an existing Web site, you cannot leave this field blank.

  9. Under Web Site, note the Team Foundation Server site URL, which is dynamically assembled based on your input in Web Site and IIS Virtual Directory. Clients use this URL to connect to Team Foundation Server. Click Next.

    On client operating systems, you must skip to step 12. You cannot configure SharePoint Products or the reporting feature of Team Foundation Server (steps 10 and 11) on a client operating system.

  10. Use the Configure Reporting for Team Foundation Server page to opt in or out of using reporting. Select the Configure Reporting for use with Team Foundation Server check box to use reporting or clear the check box to skip reporting, and then click Next.

    TipTip

    You should not skip this section unless you are confident that you will not need to show data from upgraded projects in reports. For more information, see Scenario: Upgrading Team Foundation Server.

    TipTip

    If you skip reporting and add it later during an upgrade, you may need to use different names for the warehouse database (TFS_Warehouse) and the SQL Server Analysis Services database (TFS_Analysis). As an alternative, you can delete the old reporting databases, and new databases will be created using the default names.

    1. Type the name of the server that is running SQL Server Reporting Services in Reporting Services Instance and click Populate URLs. 

      The URLs for the report server and its management site appear in the drop-down lists for Report Server URL and Report Manager URL.

    2. Click the URLs that you want to use for Team Foundation Server and click Next.

    3. Type the name of the server that is running SQL Server Analysis Services in SQL Analysis Services Instance and click Next.

      To test the connectivity to SQL Server, you can optionally click Test.

    4. Type the name and password of the data sources account (TFSREPORTS) and click Next. If you specified a user account for the service account of Team Foundation Server in step 5 and you want to use a different account in this step, you must select the Use a different account than the Team Foundation Server service account for the Reporting Services report reader account check box.

      To test the user account and password combination, you can optionally click Test.

  11. Use the Configure SharePoint for Team Foundation Server page to opt in or out of using SharePoint Products. Select the Configure SharePoint for use with Team Foundation Server now check box to configure SharePoint Products or clear the check box to skip the step, and then click Next.

    TipTip

    You should not skip this section unless you are confident that you will not want to use a portal with your upgraded project. For more information, see Scenario: Upgrading Team Foundation Server.

    If you selected SharePoint Products configuration, type the URL for the SharePoint Web application and the SharePoint Administration site, and then click Next. To test connectivity to each of these URLs, you can click Test.

    TipTip

    If you are migrating to a new installation of Windows SharePoint Services 3.0 and you used a custom site template on your previous installation, you must manually migrate that template to the new installation. Otherwise, you may fail upgrade verification checks for Team Foundation Server. For more information, see the following page on the Microsoft Web site: Installing application templates for Windows SharePoint Services 3.0.

  12. Accept the default values for project collection name and description or optionally type a new name and description and click Next.

  13. On the Review page, review your settings, and click Next.

    The wizard validates your configuration.

  14. Click Configure.

    The wizard applies configuration settings.

  15. Click Next.

    Your data is upgraded, and progress reports appear and detail the steps that are being performed.

  16. Click Next.

  17. Read the final summary screen, and then click Close.

    NoteNote

    If the upgrade should fail, see the detailed log files by clicking Click here to open a complete log on the summary screen. After you resolve any outstanding issues that are identified in the log file, you can resume the upgrade by using the Team Foundation Administration Console. On the Status tab in Team Project Collections, click Create Collection, and then click Rerun job.

  18. Click Close.

For more information about how to upgrade the beta 2 or release-candidate (RC) versions, see the following page on the Microsoft Web site: TFS 2010 Beta2 to RC Upgrade Guide.

When you upgrade from the beta 2 or RC release of Visual Studio Team Foundation Server 2010, you may have to perform additional configuration by using the remapDBs command.

You would need to use this command only if you must redirect databases that are hosted on a different server from the server that is hosting the configuration database. For example, a database for a team project collection or a warehouse database might be hosted on an different instance of SQL Server from the instance that is hosting the configuration database. For more information, see the following page on the Microsoft Web site: RemapDBs Command.

If the databases are hosted on the same server, you do not have to use this command.

To upgrade from the beta 2 or RC release of Visual Studio Team Foundation Server 2010

  1. In the Team Foundation Server Configuration tool, click Upgrade, and then click Start Wizard.

    The Team Foundation Server Upgrade Configuration wizard appears.

  2. Read the Welcome screen, and then click Next.

  3. Type the name of the SQL Server instance that hosts the data from an earlier version of Team Foundation Server, and click List Available Databases.

    The wizard lists deployments of Team Foundation Server that you can upgrade. If multiple deployments are listed, click the one that you want to upgrade.

    Caution noteCaution

    To upgrade a deployment of Visual Studio Team System 2008 Team Foundation Server or Visual Studio 2005 Team Foundation Server, you must use the procedure earlier in this topic.

  4. Select the By checking this box, I confirm that I have a current backup check box, and then click Next.

  5. Click Use a system account to use a built-in account, or click Use a user account to use a domain or local account. If you are using a user account, you must type its password. To test the user account and password combination, you can optionally click Test.

    Network Service is the default value for this service account (TFSSERVICE).

  6. Under Authentication Method, click NTLM or Negotiate (Kerberos), and then click Next.

    • If you click NTLM, NTLM authentication is used. This option is the default setting.

    • If you click Negotiate (Kerberos), Kerberos authentication is attempted first. If that authentication fails, NTLM authentication is used.

    On client operating systems, you must skip to step 9. You cannot configure SharePoint Products or the reporting feature of Team Foundation Server (steps 7 and 8) on a client operating system.

  7. Use the Configure Reporting for Team Foundation Server page to opt in or out of using reporting. Select the Configure Reporting for use with Team Foundation Server check box to use reporting, or clear the check box to skip reporting and then click Next.

    TipTip

    If you skip reporting and add it later during an upgrade, you may need to use different database names for the reporting warehouse databases (TFS_Warehouse and TFS_Analysis). As an alternative, you can delete the old reporting databases and new databases will be created using the default names.

    1. Type the name of the server that is running SQL Server Reporting Services in Reporting Services Instance and click Populate URLs. 

      The URLs for the report server and its management site appear in the drop-down lists for Report Server URL and Report Manager URL.

    2. Click the URLs that you want to use for Team Foundation Server and click Next.

    3. Type the name of the server that is running the Database Engine and Full text search to host the warehouse database, and then click List Available Databases.

      The wizard lists available warehouse databases that you can upgrade. Click the database that you want to upgrade, and then click Next.

      You can click Test to test connectivity to SQL Server. 

    4. Type the name of the server that is running SQL Server Analysis Services in SQL Analysis Services Instance and click Next.

      To test the connectivity to SQL Server, you can optionally click Test.

    5. Type the name and the password of the report reader account (TFSREPORTS), and click Next. If you specified a user account for the service account of Team Foundation Server in step 5 and you want to use a different account in this step, you must select the Use a different account than the Team Foundation Server service account for the Reporting Services report reader account check box.

      You can click Test to test the user account and password combination.

  8. Use the Configure SharePoint for Team Foundation Server page to opt in or out of using SharePoint Products. Select the Configure SharePoint for use with Team Foundation Server now check box to configure SharePoint Products or clear the check box to skip the step and click Next.

    If you selected SharePoint Products configuration, perform one of the following steps:

    • Click Use current SharePoint Products settings to retain your settings for SharePoint Products, and then click Next.

      You typically use this option to continue to use the existing portal, which must have the new Team Foundation Server Extensions for Windows SharePoint Services installed and configured. If your portal is on the server you are upgrading, the new extensions are configured automatically.

    • Click Use an existing farm for SharePoint Products, type the URL for the SharePoint Web application and the SharePoint Administration site, and then click Next. To test connectivity to each of these URLs, you can click Test.

      You typically use this option to migrate to a new portal, which must contain your migrated data for SharePoint Products.

  9. On the Review page, review your settings, and click Next.

    The wizard validates your configuration.

  10. Click Configure.

    The wizard applies configuration settings.

  11. Click Next.

    Your data is upgraded, and progress reports appear and detail the steps that are being performed.

  12. Click Next.

  13. Read the final summary screen, and then click Close.

    NoteNote

    If the upgrade should fail, see the detailed log files by clicking Click here to open a complete log on the summary screen. After you resolve any outstanding issues that are identified in the log file, you can resume the upgrade by using the Team Foundation Administration Console. On the Status tab in Team Project Collections, click Create Collection, and then click Rerun job.

  14. Click Close.

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