As I conclude this series of posts, my growing excitement for the Bamboo community is hard to contain over the exciting news.  But in case you missed it, Bamboo has launched new major releases for:

Alert Plus, Release 3.0

Calendar Plus Web Part, Release 4.0, and,

List Rollup Web Part, Release 5.0

In this series, I have been discussing how to perform a successful upgrade for each product.  This final blog talks about the popular List Rollup Web Part.

Here are some items to take note of:

These major releases are currently supported on SharePoint 2007; we will be launching corresponding releases for SharePoint 2010 in the October time frame.

Bamboo Solutions can only guarantee a successful, worry-free migration from List Rollup Web Part v4.0 and greater to the new version.  If you are running an older version of  List Rollup Web Part, or are unsure which version you're running, we suggest that after upgrading, you go to the page where the resulting List Rollup Data View resides and confirm that no errors are being displayed.

At this time, List Rollup Web Part Release 5.0 is not supported in SharePoint Project Management Central v1.8. Support for the new release will be added in Release 2.0 of SharePoint Project Management Central in the October time frame.

All existing List Rollup Data Views will continue to function, including other Bamboo products connected to List Rollup Data Views.  To utilize the new faster List Rollup Schema Designer architecture, you will have to rebuild the existing aggregated views using Bamboo List Rollup Schema Designer Web Part.  Currently there is no direct porting available from the List Rollup Data View architecture to the List Rollup Schemas.

Currently, only the following Bamboo products support List Rollup Schemas: Calendar Plus Web Part, Release 4.0 and Alert Plus, Release 3.0.  The following products support List Rollup – Classic Edition (included with List Rollup Web Part Release 5.0): Chart Plus Web Part, Data-Viewer Web Part, List Search Advanced and Mini-Calendar Web Part.

Ready to upgrade?  GREAT!  First things first, we need to get the installation package.   The easiest way to retrieve the installation package is to go to the List Rollup Web Part  product page and select  , found in the List Rollup Web Part banner.  This will add the Trial Download of List Rollup Web Part to your shopping cart.  Upon checkout, you will receive a link to download the installation package.

Now logon to a server in the SharePoint farm that is running the Windows SharePoint Services Web Application service, commonly known as the Web Front End Server, as a user who has the following rights (Refer to the Topology and Services in SharePoint 3.0 Central Administration for a listing of servers running this service. Using the SharePoint timer service, this component will automatically deploy to all servers in the SharePoint farm running the Windows SharePoint Services Web Application service):

• Member of the local server Administrators group
• Member of the SharePoint Farm Administrators group
• Identified as site collection administrator for each site collection where the Bamboo product will be available. This is required to automatically activate the site collection feature.

Run the self extracting .EXE provided by the installation package.  The setup window will open automatically:

Select the List Rollup Web Part (SharePoint 2007) component, and click Install.

Walk through each step of the installation.  On the step Repair, Remove or Install, select the option Upgrade/Repair Existing and Install New and continue through the steps of the installation wizard.

After successfully upgrading List Rollup Web Part, we have to install the AJAX Extensions.  The Microsoft AJAX Extensions and Bamboo AJAX Extensions Config is used by a set of other Bamboo products as well, including:

• Data-Viewer Web Part
• Task Master, and,
• Calendar Plus Web Part, Release 4.0

If you have already installed the AJAX Extensions for one of the above products, you can skip the below steps.  If you are not sure if you have installed them, it doesn't hurt to run the following components again.

On each server in the SharePoint farm that is running the Windows SharePoint Services Web Application service, install the component Microsoft AJAX Extensions 1.0 with the installation account being a member of the local server Administrators group.  NOTE: If you have multiple Bamboo Solutions products installed in your SharePoint farm, we suggest that you install the component Shared Assemblies Library.

After installing the Microsoft AJAX Extension on ALL servers running the Windows SharePoint Services Web Application service, logon to a server in the SharePoint farm that is running the Windows SharePoint Services Web Application service, commonly known as the Web Front End Server, as a user who has the following rights (Refer to the Topology and Services in SharePoint 3.0 Central Administration for a listing of servers running this service. Using the SharePoint timer service, this component will automatically deploy to all servers in the SharePoint farm running the Windows SharePoint Services Web Application service):

• Member of the local server Administrators group
• Member of the SharePoint Farm Administrators group

Install the component Bamboo AJAX Extensions Config.

Congratulations, you have now successfully upgraded List Rollup Web Part!

 For additional information, including configuration and usability of both List Rollup Schema Designer and List Rollup – Classic Edition, view the Online Documentation.