Sample Outline for Upgrade Actions

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The following sample outline shows a possible structure for the kinds of actions that you may need to implement when upgrading to the new version of Windows SharePoint Services.

The outline illustrates the kind of object model that may be required in the case of upgrading a portal application. Each module (.cs or .vb file) in the upgrade application can define actions that must be performed with respect to a specific part of the SharePoint installation. Each module can define a base action class, as well as any number of other classes that inherit from the base class to complete specific actions.

Actions

Farm

FarmAction : SPAction

Abstract base class for all upgrade actions acting on the Farm.

FarmMigrator

  • Migrate farm-level settings between versions.

WebApplicationMigrator

  • Migrate Web application and portal level settings.

AdministrationObjectsUpgrade : FarmAction

  • Upgrade constructs in the configuration database of the previous version to new constructs.

IIS Web Sites

IisWebSiteAction : SPAction

Abstract base class for all upgrade actions that upgrade virtual servers.

FixupWebConfigFiles : IisWebSiteAction

  • Upgrade the Microsoft Internet Information Services (IIS) instance.

  • Upgrade version references in the SafeControls section of web.config.

Profile Database

ProfileDatabaseAction : SPDatabaseAction

Abstract base class for all upgrade actions that upgrade profile databases.

MyLinksSchemaUpgrade : ProfileDatabaseAction

  • Add schema to support QuickLinks in My Contacts. 

UserProfileV3M1FC1Upgrade : ProfileDatabaseAction

  • Upgrade database and initialize data. 

AppRegistryImportUpgrade : ProfileDatabaseAction

  • Add schema to support import of application registry settings.

PropertyChangesV3M3Upgrade : ProfileDatabaseAction

  • Update profile properties.

UpdateMembershipGroupUpgrade : ProfileDatabaseAction

  • Update membership groupings.

Service Database

ServiceDatabaseAction : SPDatabaseAction

Abstract base class for all upgrade actions that upgrade service databases.

MatrixSchemaAndInitDataUpgrade : ServiceDatabaseAction

  • Upgrade schema and initialize data associated with user profiles.

Site Collections

SiteAction : SPAction

Abstract base class for all site collection upgrade actions.

GenericWebPartGalleryUpgrade : SiteAction

  • Update Web Parts, add new ones, or override existing .dwp files.

LayoutPageUploader

  • Upload layout master pages into the master page document library of the root Web site.

  • Install landing pages for various features and provide redirection to the appropriate Welcome page.

PortalSiteUpgradeAreaAndListingData : SiteAction

  • Upgrade the data for areas and listings.

  • Upgrade the URLs for logos, CSS, or site navigation.

  • Apply security settings.

  • Create custom roles for users who were directly assigned to areas without roles in Windows SharePoint Services 2.0.

  • Map roles from the previous version to the appropriate rights in the new version.

  • Create role definitions for groups and move users to the appropriate groups.

  • Add content types to the appropriate lists.

MySiteDocLibsUpgrader : SiteAction

  • Add a My Documents document library to MySite.

SearchResultsWebPartGalleryUpgrade : GenericWebPartGalleryUpgrade

  • Add Search Result Web Parts to the Web Part gallery.

SearchCenterAreaUpgrade : SiteAction

  • Add a Search Center as an area.

SQL Scripts

ActionSqlScripts

A collection of upgrade scripts to run during upgrade actions.

Web Applications

WebApplicationAction : SPAction

Abstract base class for all upgrade actions acting on the Farm.

  • Upgrade Windows SharePoint Services 2.0 constructs in a Web application to Windows SharePoint Services 3.0 constructs.

Web Server

WebServerAction : SPAction

Abstract base class for all Web Server upgrade actions.

  • Upgrade Windows SharePoint Services 2.0 constructs in a Web server to Windows SharePoint Services 3.0 constructs.

Upgrade Sequences

Each action module, or application file, can be paired with a similarly named action sequence module in a separate directory that defines the appropriate sequence for the action. An upgrade sequence can define a class that inherits from one of the sequence classes provided through the Windows SharePoint Services object model and implements or overrides its members.