Upgrading to WSS v3 or MOSS 2007 (beta2 technical refresh) Step-by-Step

Now that the SharePoint 2007 Beta 2 Technical Refresh has been released to the masses, the first thing you need to do is read the install notes.

Then you need to go check out Amanda’s posts which detail (with screenshots) the upgrade process, step by step for both WSS v3 and MOSS 2007 B2TR.  Note: YOu can download the document from Amanda’s site and take it with you as well.

Happy Installing.

SharePoint 2007 Features, FREE Appliation: Feature Explorer

If you are working with “Features” in SharePoint 2007, this free application will make your days much easier. Lloyd, one of the guys on our team wrote this for his own personal use but we decided to release it to the community as a free download.

Please let us know if you find it useful via the comments,
Without further ado I present, Feature Explorer 1.0 (beta) – Click the image to go to the download location.

featuers.jpg

The new face of SharePoint 2007, a first look at the new themes …

The following themese come standard out-of-the-box. I figured I would save you the hassle of applying every single one while looking for your favorite.

These should keep you occupied for awhile – I’ll have a v3 theme pack to release soon enough.
Belltown

belltown.jpg
Breeze

breeze.jpg
Cardinal

cardinal.jpg

Citrus

citrus.jpg
Classic

classic.jpg
Default Theme

Default_Theme.jpg

Granite

granite.jpg
Jet

jet.jpg
Lacquer

lacquer.jpg
Lichen

lichen.jpg
Obsidian

obsidian.jpg
Petal

petal.jpg
Plastic

plastic.jpg
Reflector

reflector.jpg
Simple

simple.jpg
Verdant

verdant.jpg
Vintage

vintage.jpg
Wheat

wheat.jpg

SharePoint 2007: Updating MOSS Beta 2 to Beta 2 Technical Refresh (Beta 2TR)

Because the process for updating MOSS Beta 2 to the Beta 2TR might appear tricky to some, I have written the following step by step instructions for applying the update to an existing install.  

For those looking to print these instructions off, I have created a PDF that you can download here. Since I realize sometimes it is easier to print such documentation off and read as you go through the steps.

Update: You can find the direct links to all TR Downloads on the Microsoft SharePoint Team weblog.

Anyhow…let’s get started!

Step 1: Confirm Appropriate Version of Microsoft Office SharePoint Server

Confirm the version of Microsoft Office SharePoint Server 2007 is the appropriate number (12.0.0.4017). This can be checked under the Site Settings panel of the Central Administration site or under the site settings of any standard site.

  1. Log into the SharePoint Central Administration
  2. From the Site Actions menu, select Site Settings

The version number is listed just below the mobile url.

Step 2: Stop the Search Service

The search service should be disabled on all servers within the server farm prior to installing the TR update. To disable the search service:

On each of the application servers:

  1. Select Start, Programs, Administrative Tools and then Services
  2. From the listing of services, select the Office SharePoint Search Service and select Stop the service.

Disabling the WSS Search Service

  1. Log into the SharePoint Central Administration
  2. Select the Operations tab
  3. From the Topology and Services section, select Services on Server

  1. From the list of running services, select the Stop action for Windows SharePoint Services Search

  1. Click OK on the popup window to continue.


Step 3: Uninstall Windows Workflow Foundation Build 2.2

  1. Click Start, Settings, Control Panel, and select Add or Remove Programs
  2. From the list of installed programs, select Windows Workflow Foundation and click the Remove button

  1. Select the Yes button from the pop-up window to confirm the removal request


Step 4: Install the .NET Framework 3.0

Download and install the .NET Framework 3.0 from the following location:

http://www.microsoft.com/downloads/details.aspx?FamilyId=19E21845-F5E3-4387-95FF-66788825C1AF&displaylang=en

 

  1. Accept the End User License Agreement and click the Install button

  1. The installation process will commence and a message window will appear in bottom right of the screen. During this time, any required components for the installation will be downloaded. This process will take several minutes to complete. To view progress, select the balloon window.

  1. A message will appear once the setup has been completed successfully.

Step 5: Run the WSS Beta 2 Technical Refresh Update

  1. Run the WSS Beta 2 TR file.
  2. Accept the End User License Agreement and click the Continue button

  1. You will receive a warning that several key services will be stopped which will affect the availability of the service to others. Click the Yes button to continue.

  1. The files will then be extracted and installation of the update will continue. This operation will take several minutes to complete. When the operation has finished, a message window will appear advising that additional components will require updating. 

  1. Click the OK button to continue.
  1. Another message window will appear advising that installation of the Beta 2 Technical Refresh for Windows SharePoint Services is complete.


Step 6: Run the MOSS Beta 2 Technical Refresh Update

  1. Run the MOSS Beta 2 TR Update
  2. Accept the End User License Agreement and click the Continue button

  1. You will receive a warning that several key services will be stopped as part of the operation. Click the Yes button to continue.

  1. The files will then be extracted and installation of the update will continue. This operation will take several minutes to complete. When completed, a message window will appear. Click the OK button to continue.

The SharePoint Configuration Wizard will be automatically started upon clicking the OK button from previous step. If you have installed language packs or are running Microsoft Office SharePoint Server in a standalone installation, cancel the wizard and complete Steps 7 and/or 8. Also if there are multiple servers within the environment, ensure that the updates are applied to each server.

Step 7: (Optional) Install Language Packs

If you are running any language packs on your server farm, you should now install the WSS language pack updates and then the MOSS language pack updates. This will require stopping the automatic running of the SharePoint Configuration Wizard. This operation can be restarted manually after the required components have been run.

Step 8: (Optional) Remove Registry Entries on Standalone Server

  1. If you are updating a standalone server, you will need to make some changes to the registry settings on the server. To do this select Start, Run and enter “regedit” and click the OK button.

  1. Browse to and delete the following registry nodes:
  • HKEY_LOCAL_MACHINESOFTWAREMicrosoftShared ToolsWeb Server Extensions12.0WSSServicesMicrosoft.Office.Server.Search.Administration.SearchService
  • HKEY_LOCAL_MACHINESOFTWAREMicrosoftShared ToolsWeb Server Extensions12.0WSSServicesMicrosoft.SharePoint.Search.Administration.SPSearchService

Step 9: (Automatic) Run the SharePoint Configuration Wizard

1. Unless you had to complete steps 7 or 8, the SharePoint configuration wizard will run automatically after the completion of Step 6. To run the configuration wizard manually, select Start, then Programs, Administrative Tools and SharePoint Products and Technologies Configuration Wizard.

2. When the wizard begins, click the Next button.

3. A window will appear advising of the services that will be reset during the configuration process. Click the Yes button to continue.

4. You will receive a reminder warning to ensure that the update has been applied to all servers in the server farm.  Click the OK button to continue.

5. This process will update all deployed sites to the Beta 2 Technical Refresh. You may be notified that the search service is not running. This is expected and will be restarted manually in an upcoming step. When the configuration wizard ends, you will receive a notification that the process has completed successfully.  Click the Finish button.

Step 10: Update Existing Form Services Templates

In order to upgrade any form services or workflow form templates to the technical refresh update, run the following operation from the command line using the stsadm.exe tool.

%windir%Program FilesCommon FilesMicrosoft Sharedweb server extensions12binstsadm.exe -o reconvertallformtemplates

Step 11: Restart the Search Service

On each of the application servers:

  1. Select Start, Programs, Administrative Tools and then Services
  2. From the listing of services, select the Office SharePoint Search Service and select Start

Enabling the WSS Search Service

  1. Log into the SharePoint Central Administration
  2. Select the Operations tab
  3. From the Topology and Services section, select Services on Server

  1. From the list of services, select Windows SharePoint Services Search and select Start

  1. You will be required to create a new database for search. To do so rename the existing search database to something else.

  1. When the new search database has been created, you will be returned to the services screen.

SharePoint 2007: Updating WSSv3 Beta 2 to the Beta 2 Technical Refresh

The process for updating WSSv3 with the TR is pretty similar to that of MOSS 2007.  The process is described below and can also be downloaded here.

Update: You can find the direct links to all TR Downloads on the Microsoft SharePoint Team weblog.

Step 1: Confirm Appropriate Version of Windows SharePoint Services

Confirm the version of Windows SharePoint Services is the appropriate number (12.0.0.4017). This can be checked under the Site Settings panel of the Central Administration site or under the site settings of any standard site.

1. Log into the SharePoint Central Administration

2. From the Site Actions menu, select Site Settings

The version number is listed just below the mobile url.

Step 2: Stop the Search Service

The search service should be disabled on all servers within the server farm prior to installing the TR update. To disable the search service:

  1. Log into the SharePoint Central Administration
  2. Select the Operations tab
  3. From the Topology and Services section, select Services on Server

  1. From the list of running services, select the Stop action for Windows SharePoint Services Search

  1. Click OK on the popup window to continue.

Step 3: Uninstall Windows Workflow Foundation Build 2.2

  1. Click Start, Settings, Control Panel, and select Add or Remove Programs
  2. From the list of installed programs, select Windows Workflow Foundation and click the Remove button

  1. Select the Yes button from the pop-up window to confirm the removal request.

Step 4: Install the .NET Framework 3.0

Download and install the .NET Framework 3.0 from the following location:

http://www.microsoft.com/downloads/details.aspx?FamilyId=19E21845-F5E3-4387-95FF-66788825C1AF&displaylang=en

  1. Accept the End User License Agreement and click the Install button

  1. The installation process will commence and a message window will appear in bottom right of the screen. During this time, any required components for the installation will be downloaded. This process will take several minutes to complete. To view progress, select the balloon window.

  1. A message will appear once the setup has been completed successfully.

Step 5: Run the WSS Beta 2 Technical Refresh Update

  1. Run the WSS Beta 2 TR file.
  2. Accept the End User License Agreement and click the Continue button

  1. You will receive a warning that several key services will be stopped which will affect the availability of the service to others. Click the Yes button to continue.

  1. The files will then be extracted and installation of the update will continue. This operation will take several minutes to complete. A message window will appear advising that installation of the Beta 2 Technical Refresh for Windows SharePoint Services is complete.

  1. The SharePoint Configuration Wizard will be automatically started upon clicking the OK button from previous step. If you have installed language packs or are running Windows SharePoint Services in a standalone installation, cancel the wizard and complete Steps 7 and/or 8. Also if there are multiple servers within the environment, ensure that the updates are applied to each server.

Step 6: (Optional) Install Language Packs

If you are running any language packs on your server farm, you should now install the WSS language pack updates. This will require stopping the automatic running of the SharePoint Configuration Wizard. This operation can be restarted manually after the required components have been run.

Step 7: (Optional) Remove Registry Entries on Standalone Server

  1. If you are updating a standalone server, you will need to make some changes to the registry settings on the server. To do this select Start, Run and enter “regedit” and click the OK button.

  1. Browse to and delete the following registry nodes:

· HKEY_LOCAL_MACHINESOFTWAREMicrosoftShared ToolsWeb Server Extensions12.0WSSServicesMicrosoft.SharePoint.Search.Administration.SPSearchService

Step 8: (Automatic) Run the SharePoint Configuration Wizard

1. Unless you had to complete steps 7 or 8, the SharePoint configuration wizard will run automatically after the completion of Step 6. To run the configuration wizard manually, select Start, then Programs, Administrative Tools and SharePoint Products and Technologies Configuration Wizard.

2. When the wizard begins, click the Next button.

3. A window will appear advising of the services that will be reset during the configuration process. Click the Yes button to continue.

4. You will receive a reminder warning to ensure that the update has been applied to all servers in the server farm.

5. This process will update all deployed sites to the Beta 2 Technical Refresh. You may be notified that the search service is not running. This is expected and will be restarted manually in an upcoming step. When the configuration wizard ends, you will receive a notification that the process has completed successfully.


Step 9: Restart the Search Service

Enabling the WSS Search Service

  1. Log into the SharePoint Central Administration
  2. Select the Operations tab
  3. From the Topology and Services section, select Services on Server

  1. From the list of running services, select the Start action for Windows SharePoint Services Search

  1. You will be required to create a new database server for search. Specify a new name for the search database and click the Start button.

  1. After the new search database has been created, you will be returned to the services page.

I’m Just a Feature

A very good read is available over on the Windows Mobile blog on how feature requests can or sometime cannot evolve into builds of the product.  It’s fascinating to read about the impacts of creating software for such a large user base.  I know we struggle with feature management with the development of our Team Tools line.  However that is a drop in the bucket compared to the millions of users that Microsoft products are created for. 

Makes me really appreciate just how many of the awesome features that I wanted for SharePoint 2007 actually made the cut!  I had a list that was several pages long of things I wanted to see in the next version.  And to my surprise, many of the items have been addressed.  Of course now I have a new list building because of the new potential that has been introduced by the product through all the great new features (no pun) that have been introduced such as content types, site columns, business data catalog, form services etc…

Just goes to show how good software will always have a path to evolve.

Before installing the SharePoint 2007 Beta 2 Technical Refresh

First let’s cut to the chase. There are a few bumps in the road for B2TR in terms of a flawless double-click-and-go experience. The SharePoint Team needs to field test the Office Patching and B2TR is where it will be done.

Sure it won’t be perfect but not to worry there will be plenty of great information and walk-throughs. The SharePoint Team has just released this very important article detailing What you need to know before you double click update.exe

Be sure to check it out.

CSS Control Adapters, Update! (Beta 2)

Scott Guthrie reports there has been an update to the CSS control adpaters.

Today we released a refresh of the CSS Control Adapters for ASP.NET 2.0 (incorporating bug fixes, feature suggestions, and adding support for new controls). You can download it for free and immediately begin using it to enable pure CSS optimized markup for the following ASP.NET controls:

  • Menu
  • TreeView
  • GridView (new)
  • DetailsView
  • FormsView
  • DataList
  • Login (new)
  • ChangePassword (new)
  • CreateUser (new)
  • PasswordRecovery (new)
  • LoginStatus (new)

A consistent SharePoint 2007 experience even while browsing _layouts pages

Ok – so a perfect UX is simply not possible across the board when it comes to the _layouts pages in SharePoint 2007. 

 That being said now we should start looking at ways to maintain a consistent experience while moving in and out of the _layouts directory and one of my favorites which should come as no suprise will be to leverage CSS (Themes).

I decided to dog-food my theories a little and try my luck with minimizing the change on the recent release of the Community Kit for SharePoint.

Screenshot 1 (The customized site)

cks1.jpg

Screenshot 2 (_layouts page with a theme applied) – As you can see there is minimal change between the two.  Of course in an extreme customization situation it will be harder but you can always at the very least maintain the coroporate colors and even get a logo in there if you need to.

cks2.jpg