Performing an In-Place Upgrade for SharePoint Project Management Central

The latest release of SharePoint Project Management Central (PM Central) R2.1 has been announced. One of the great new features in this release is the ability to perform an in-place upgrade of PM Central using Microsoft’s database attach and upgrade method and Bamboo’s in-place upgrade tool. Follow the steps below to perform an in-place upgrade of PM Central.

Before you get started, read the following articles from Microsoft on upgrading/migrating to SharePoint 2010 and performing the database attach and upgrade method:

To perform an in-place upgrade of PM Central:

1) In your SharePoint 2007 environment, upgrade your existing PM Central sites to R2.1 for SharePoint 2007. See KB.12563: How to Upgrade to PM Central R2.0 Or Newer.

2) Back up your content database for the port that contains the PM Central sites, for example, port 80. See this Microsoft article on backing up databases for more information.

3) In your SharePoint 2010 environment, create a new Web application using a new port, for example, 81. See this Microsoft article on creating a new Web application for more information.

Note: If you are creating new sites in your SharePoint 2010 environment, you can use port 80. If you have existing sites in port 80, you must use a different port and create new sites for PM Central. This is because when you dismount or delete the content database for the new port (such as 81) and then override the new database (for port 81) with the old content database (for port 80), the data in the database for port 81 will be lost.

4) Deploy PM Central R2.1 for SharePoint 2010 to this Web application. See PM Central’s online documentation for more information about deploying PM Central to new Web applications.

5) Dismount or delete the content database for the new port, for example, port 81. (Bamboo recommends dismounting the database.) See these Microsoft articles for more information on dismounting or deleting content databases.

6) Restore the content database from your SharePoint 2007 environment to your SharePoint 2010 environment overriding the existing database for the new port, for example, port 81, in SQL Server. The account restoring the database must have permissions to the database. See this Microsoft article on restoring content databases for more information.

7) Add the content database. See this Microsoft article for more information on adding databases. In SharePoint Central Administration > Manage Web Applications > Manage Content Databases, the Database Status for the content database should be Upgrading.

8) Restart Internet Information Services (IIS) by navigating to Start > Run. Enter iisreset and press Enter.

9) When you are ready to perform the in-place upgrade, run the In-Place Upgrade component:

  • Stop the World Wide Web Publishing Service (W3SVC) by navigating to Start > Administrative Tools > Services. Right-click on World Wide Web Publishing Service and select Stop.
  • On the SharePoint server where the PM Central product extraction folder resides, run the Setup program by double-clicking the Setup.bat file. From the Setup program under Optional Items, select In-Place Upgrade for SharePoint 2010, then click Install.
  • Click Next and wait while the system checks are completed, then click Next.
  • Select the Remove All option and click Next.
  • Wait while the component is uninstalled, then click Next. Review the summary log to make sure that the removal was successful. Click Close.
  • Return to the Setup program and select the In-Place Upgrade component again.
  • Click Next and wait while the system checks are completed, then click Next.
  • Accept the end-user license agreement and click Next. Choose your Web application(s) and click Next.
  • Wait while the component is installed. Review the summary screen to make sure that the installation was successful, then click Close.
  • Restart the SharePoint 2010 Timer service by navigating to Start > Administrative Tools > Services. Select SharePoint 2010 Timer Service. Right-click to select Restart.

10) Verify that the in-place upgrade was successful by navigating to Central Administration > Bamboo Project Management Central > Project Central Upgrade Monitoring Page.

The status for each PM Central site should be, “In-place upgrade to v2.1 [or newer] completed on [Date and Time].” (The text in blue is autogenerated.) If the status remains In Progress, restart the SharePoint 2010 Timer service by navigating to Start > Administrative Tools > Services. Right-click on SharePoint 2010 Timer and select Restart. If the status continues to remain In Progress after restarting the SharePoint 2010 Timer service and after a long wait, restart the server.

11) Activate the license key for PM Central for SharePoint 2010. See the following KB articles for more information about licensing:

12) PM Central has successfully been migrated from SharePoint 2007 to SharePoint 2010.

For information about known issues and limitations, see the release notes.

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