Upgrading from Team Foundation Server Beta 3 Refresh to the Release to Manufacturing Version (RTM) of Team Foundation Server


Upgrading
from Team Foundation Server Beta 3 Refresh to the Release to Manufacturing
Version (RTM) of Team Foundation Server


Introduction

Upgrading from Team Foundation
Server Beta 3 Refresh to Team Foundation Server RTM involves many steps that
include backing up data, running utilities to update your installation, and
performing some manual steps to complete the process. When you upgrade, we
recommend that you use the same user accounts that you used to install Team
Foundation Server Beta 3 Refresh.

This guide provides steps and
guidance for completing each of these procedures on single-server and
dual-server deployments in addition to guidance for verifying the success of
the upgrade process.

Important   Read
this guide carefully before you try to upgrade your installation of Team
Foundation Server. Make sure that you follow the steps as they are listed in
this guide. Performing upgrade tasks out of order or skipping steps can cause the
upgrade to fail.

For additional guidance,
information, and assistance, visit the Microsoft Web site (http://forums.microsoft.com/MSDN/ShowForum.aspx?ForumID=68&SiteID=1).


Changes to Team Foundation
Server Between Beta 3 Refresh and RTM

There have been several changes to
Team Foundation Server between Beta 3 Refresh and the RTM version. Most of
these changes will be handled gracefully during the upgrade process, but some
of the changes will affect customizations that you have made to Team Foundation
Server in Beta 3 Refresh. If you want to keep these customizations, you must
import them manually. These steps are documented in the Incorporating
Customizations from Team Foundation Server Beta 3 Refresh into Team Foundation
Server RTM section.

Additionally, your custom reports
will probably not work with the new warehouse cube structure. You must modify
them to account for these changes. The most significant of these changes occurs
in the work item measure group. In Team Foundation Server Beta 3 Refresh, most
work item attributes were separate dimensions. In Team Foundation Server RTM,
they are combined into a single work item dimension.

There will be two versions of the
MSF for Agile Software Development and MSF for CMMI Process Improvement templates
available on your Team Foundation Server after the upgrade, with very similar
names. The new process template versions that have been updated with changes
for Team Foundation Server RTM, have the version number (4.0) after their names
so that you can tell what version of the process template you are about to use.
For example, after you upgrade, you will have both the MSF for Agile Software
Development and the MSF for Agile Software Development – 4.0 templates
available on your Team Foundation Server.

Work items have also changed to use
display names in various fields instead of user account names or aliases. Because
of this change, you must update any work item queries that used aliases to
search for work items.

Any work
item changed e-mail alerts created by users will be nonfunctional after
the migration from Team Foundation Server Beta 3 Refresh to Team Foundation
Server RTM. Users must manually re-create their alerts after the upgrade. For
more information about how to re-create project alerts, see Incorporating
Customizations from Team Foundation Server Beta 3 Refresh into Team Foundation
Server RTM later in this document.



 

Contents

 

Upgrading
from Team Foundation Server Beta 3 Refresh to the Release to Manufacturing
Version (RTM) of Team Foundation Server 1

Introduction. 1

Changes to
Team Foundation Server Between Beta 3 Refresh and RTM… 1

Contents. 3

Before You
Start Your Upgrade. 5

Step 1:
Verify That You Have Team Foundation Server Beta 3 Refresh Installed. 5

Step 2:
Connect Team Explorer to Your Team Foundation Server Beta 3 Refresh Deployment 6

Step 3:
Create New Projects on Team Foundation Server 6

Step 4: View
and Add Work Items in the New Project 8

Step 5:
Delete the Test Projects from Team Foundation Server 8

Step 6:
Check In Any Customized Reports Into Source Control 9

Step 7:
Close Visual Studio and Team Foundation Components. 9

Single
Server Deployment 10

Step 1:
Download the Upgrade Software and Run the TFSUpgrade Tool 10

Step 2:
Uninstall Team Foundation Server Beta 3 Refresh and Team Explorer 10

Step 3: Back
Up Team Foundation Server Databases. 11

Step 4: Run
the TFSUpgrade Tool 12

Step 5:
Install the SQL Server Update From the Product Media. 12

Step 6:
Verify that the SQL Server FullText Search Service is Started. 13

Step 7: Run
the TFSUpgradeAT Tool to Update Windows SharePoint Server Database Names  13

Step 8:
Install the ASP.NET Update From the Product Media. 14

Step 9:
Install Team Foundation Server RTM… 14

Step 10:
Update the Team Foundation Reporting Warehouse. 15

Step 11:
Install Team Explorer 16

Step 12:
Upgrade the Build Types for All Projects. 16

Step 13:
Upload Default Reports for All Projects. 16

Dual Server
Deployment 18

Step 1:
Download the Upgrade Software and Run the TFSUpgrade Tool 18

Step 2:
Uninstall Team Foundation Server Beta 3 Refresh and Team Explorer 18

Step 3:
Enable Network Traffic for SQL Server and Reporting Services Administration
Between the Team Foundation Application Tier and the Team Foundation Data Tier
in Dual-Server Installations. 19

Step 4: Back
Up the Encryption Key for Reporting Services. 20

Step 5: Back
up Team Foundation Server Databases. 21

Step 6: Run
the TFSUpgrade Tool 22

Step 7: Run
the TFSUpgradeAT Tool to Update Windows SharePoint Server Database Names  22

Step 8:
Install SQL Report Server on the Team Foundation Application-Tier Server 23

Step 9:
Install the SQL Server Update On the Team Foundation Data-Tier Server 24

Step 10:
Verify that the SQL Server FullText Search Service is Started. 24

Step 11:
Restore the Reporting Services Encryption Key from Team Foundation Server Beta
3 Refresh  25

Step 12:
Delete the Reporting Services Application Pools From Internet Information
Services (IIS) 27

Step 13:
Install the ASP.NET Update From the Product Media. 27

Step 14:
Remove SQL Report Server from the Team Foundation Data Tier Server 27

Step 15:
Install Team Foundation Server RTM… 28

Step 16: Update
the Team Foundation Reporting Warehouse. 30

Step 17:
Install Team Explorer 31

Step 18:
Upgrade the Build Types for All Projects. 31

Step 19:
Upload New Default Reports for All Projects. 31

Updating
Team Foundation Build Servers. 33

Step 1:
Uninstall Team Foundation Build. 33

Step 2:
Install Team Foundation Build. 33

Updating
Team Foundation Server Proxy. 35

Step 1: Back
up the Team Foundation Server Proxy Proxy.Config File. 35

Step 2:
Uninstall Team Foundation Server Proxy. 35

Step 3:
Install the ASP.NET Update From the Product Media. 35

Step 4:
Install Team Foundation Server Proxy. 35

Step 5:
Restore the Team Foundation Server Proxy Proxy.Config File. 36

Verifying
the Success of Your Upgrade. 38

Connect Team
Explorer to Team Foundation Server 38

Create New
Projects on Team Foundation Server 38

Add a User
or Group to a Project-Level Group. 40

Configure
Permissions for Default Groups in Windows SharePoint Services and Reporting
Services  41

View and Add
Work Items in the New Project 41

Add a
Solution to Source Control for the New Project 42

Run A Build
On A Build Type and Verify Build Reports. 44

Incorporating
Customizations from Team Foundation Server Beta 3 Refresh into Team Foundation
Server RTM    46

Work Item
Types. 46

Work Item
Tracking Queries. 47

Project
Alerts. 47

Reports. 47

 



Before You Start the Upgrade

Before you start to upgrade the Team Foundation Server Beta
3 Refresh deployment to Team Foundation Server RTM, you should perform some
maintenance and verification tasks to make sure that your current deployment is
fully functional and ready for migration. Although these steps are not
mandatory, taking the time to follow these steps will help reduce the potential
for problems during migration.

Step 1: Verify That You Have Team Foundation Server
Beta 3 Refresh Installed

There are two different upgrade paths supported for Team
Foundation Server RTM:

·        
Upgrading from Team Foundation Server Beta 3 Refresh to Team
Foundation Server RTM.

·        
Upgrading from Team Foundation Server Release Candidate (RC) to
Team Foundation Server RTM.

These two upgrades have different guides and different
steps. For this guide, you should make sure that you have Team Foundation
Server Beta 3 Refresh installed on the server.

 

To
verify that you have Team Foundation Server Beta 3 Refresh installed

1.      On
the Team Foundation application-tier server, open the drive:%PROGRAMFILES%Microsoft Visual Studio 2005 Team Foundation
ServerWeb ServicesServicesBin folder.

2.      Right-click
the Microsoft.TeamFoundation.dll file and
then click Properties.

3.      Click
the Version tab and review the version number.

·        
If the version number is 8.0.50727.43, you have Team Foundation
Server Beta 3 Refresh installed. Continue with the steps in this guide.

·        
If the version number is 8.0.50727.127, you have Team Foundation
Server RC installed. Do not continue with the steps in this guide. You must
follow the steps in Upgrading from Team Foundation
Server Release Candidate (RC) to the Release to Manufacturing Version (RTM) of
Team Foundation Server (also included with the upgrade software) to
upgrade from Team Foundation Server RC to Team Foundation Server RTM.

·        
If the version number does not match either of the two numbers that
were discussed earlier, you have another version of Team Foundation Server
installed. Upgrade from this version to Team Foundation Server RTM is not
supported. For more information, go to the Microsoft Web site (http://forums.microsoft.com/MSDN/ShowForum.aspx?ForumID=68&SiteID=1).

Step 2: Connect Team Explorer to Your Team
Foundation Server Beta 3 Refresh Deployment

To make sure that your Team Foundation Server Beta 3 Refresh
deployment is available to Team Foundation clients, such as Team Explorer,
connect Team Explorer to your current Team Foundation Server.

 

To
connect to a Team Foundation Server

1.      Start
Microsoft Visual Studio 2005.

2.      On
the Tools menu, click Connect to Team
Foundation Server.

The Connect to Team Foundation Server
dialog box appears.

3.      In
the Connect to a Team Foundation Server list, select the Team
Foundation Server you want to use.

4.      If
any team projects exist on this Team Foundation Server, select the ones that
you want to use.

5.      Click
OK.

Step 3: Create New Projects on Team Foundation
Server

After verifying that you can
connect to your Team Foundation Server, create two new team projects, one using
the MSF for Agile Software Development process template, and the other using
the MSF for CMMI Process Improvement process template. After upgrade, there
will be two new versions of these process templates available on your Team
Foundation Server in addition to these older versions. Verifying that the old
process templates work in the Project Creation Wizard before upgrading will
help in troubleshooting any potential problems after migration.

Your custom process templates, if
any, will also appear in the Project Creation Wizard process template list as
usual. If you have custom process templates, you should also create a new
project on your Team Foundation Server for each customized process template.

 

To
create a team project

1.      Open
Team Explorer.

2.      On
the File menu, click New Team Project.

The New Team Project wizard appears.

Note   If
you are not using the Project Management environment settings, on the File menu, point to New, and then click Team Project.

Note   If
you have not connected to a Team Foundation Server, you will be prompted to
connect to one now.

3.      Under
What is the name of the team project? on the Specify the Team Project Settings page, type a name for the
team project that team members can easily associate with the software product.
This name is what all team members will use to connect to the team project.

4.      Under
Which process template should be used to create the team
project? on the Select a Process Template page,
select a process template.

Team Explorer includes process templates based on the
Microsoft Solutions Framework (MSF). By default, two process templates are
available: MSF for Agile Software Development, and MSF for CMMI Process
Improvement. Your team or organization might provide additional process
templates. You can see a description for each process template by selecting the
template and reading the text in The following describes the
process template in more detail.

Note   If
you want to use a process template that does not appear on the list, you must
first upload the template to the Team Foundation Server.

5.      Complete
the Specify the Setting for the Project Portal page:

·        
What is the title of the team project portal?   If
you want a project portal name different from the team project name, type a
name that is easily identified by all team members. The site title is part of
the home page of the project portal.

·        
What is the description of the team project
portal?   Enter a description for the project portal. The
description is displayed on the home page of the project portal.

The project portal is a team Web
site (using Windows SharePoint Services) that stores and versions team
project-related documents.

6.      Complete
the Specify Source Control Settings page by selecting one
of three options, and then click Next:

·        
You can select Create an empty source control
folder. Specify a name for the folder.

·        
You can select Create a new source control branch.
Specify from which folder to branch.

·        
Or you can select Do not create a source control
branch at this point.

7.      On
the Confirm Team Project Settings page, review the
choices and values that you specified. If the information is correct, click Finish. Otherwise, click Previous to make
changes.

The New Team Project wizard creates
your new team project.

Note   It
may take several minutes for the wizard to finish.

8.      On
the Team Project Creation Status page, view the status
messages and status bar that describes what the wizard is doing.

9.      On
the Team Project Created page, select Launch
the process guidance for more information about how to run the team project
if you want to read more details about the work items, roles, activities, and
other aspects of the team process.

10.  Click Close.

11.  The new team project
displays in Team Explorer. If the wizard encounters a problem when it is
creating the new team project, you will see an error message describing the
problem and suggesting corrective action.

12.  Repeat these steps to create
a test project using each process template you intend to use in production
projects.

Step 4: View and Add Work Items in the New Project

By using the same administrative account you used to create
the new projects, verify that you can view and create work items in the
project.

 

To
view work items for a project

1.      Open
Team Explorer and connect to the Team Foundation Server, if you must.

2.      In
the Explorer pane, expand each test project you created.

3.      In
the Explorer pane, expand the Work Items folder, and verify that the Team Queries and My Queries folders
exist.

4.      In
the Explorer pane, expand the Team Queries folder, and
double-click the All – All Work Items query.

5.      Verify
that work items appear in the query results pane. Work items are automatically
created with each new project.

 

To add
work items for a project

1.      Open
Team Explorer.

2.      On
the Team menu, click Add Work Item,
and then pick the work item type from the list.

Note   As
you use Team Foundation, it automatically adds your most recently used work items
to the top of the Team menu for easy access.

3.      Complete
the work item form by filling in all required fields.

Required fields are indicated by yellow shading.

4.      On
the File menu, click Save All to
save the work item.

Step 5: Delete the Test Projects from Team
Foundation Server

After you create and verify the new projects, delete the
test projects from Team Foundation Server.

 

To
delete a project from Team Foundation Server

1.      Open
a Command Prompt window. To open a command prompt, click Start,
click Run, type cmd, and
then click OK.

2.      Change
directories to the Team Foundation Server tools directory. By default, these
tools are installed in drive:Program FilesMicrosoft
Visual Studio 8Common7IDEPrivateAssemblies.

3.      At
the command prompt, type the following, where projectname
is the name of the Team Foundation Server project you want to delete and servername is the name of the Team Foundation Server:

TFSDeleteProject /Server:servername projectname

4.      Monitor
the command prompt for any error messages when the command is running.

5.      Repeat
these steps for every test project you want to remove.

Note   For
more information about the TFSDeleteProject command, see the help for Team
Foundation Server command-line utilities in Administering Team Foundation
Server.

Step 6: Check In Any Customized Reports Into Source
Control

Check in any customized reports that you might want to keep
into source control. These reports will be backed up and available to you for
modification after the upgrade is finished.

Note   Customized
reports from Team Foundation Server Beta 3 Refresh will not work in Team
Foundation Server RTM without manual customization. For more information, see
the Incorporating Customizations from Team Foundation Server Beta 3 Refresh
into Team Foundation Server RTM section, later in this document.

 

To
check in customized report files into source control

1.      Open
Team Explorer.

2.      In
the View menu, click Other Windows,
and then select Source Control Explorer.

Note   Depending
on your preference settings when you installed Team Explorer, Source Control
Explorer might be on the same menu as Other Windows.

3.      In
Source Control Explorer, click the solution where you want to add the report
file.

4.      On
the File menu, click Source control,
and then select Add To Source Control.

The Add to Source Control dialog box
is displayed.

5.      In
the Exclude box, type the file name extensions that you
do not want to have added. You can enter multiple file type extensions by using
commas and wildcard characters; for example, *.pdb, *.obj, *.res.

6.      Click
Add Files.

7.      In
the Add to Source Control dialog box, locate and select
the report file that you want to add to source control, and then click OK.

8.      In
the Add to Source Control dialog box, click OK.

Step 7: Close Visual Studio and Team Foundation
Components

Before you start the upgrade, make sure that you are not
running Visual Studio or any Team Foundation components, such as Team Explorer,
on the Team Foundation Server.



Single Server
Deployment

Step 1: Download the Upgrade Software and Run the TFSUpgradeRTM Tool

The first step to upgrading your Team Foundation Server Beta
3 deployment to Team Foundation Server RTM is to download the upgrade software
and resolve any potential upgrade conflicts.

 

To
download the upgrade software and run the TFSUpgradeRTM tool to scan for any
upgrade issues:

1.      Download
the upgrade software from the Microsoft Web site (http://go.microsoft.com/fwlink/?LinkID=60341)
or install it from the upgrade media.

2.      At
the command prompt, change directories to the directory where you installed the
upgrade software. To make sure that you have the correct directory, type dir at
the command-line and make sure that the TFSUpgradeRTM.exe tool is listed.

Note   If you see the command
TFSUpgrade.exe instead, you have a Release Candidate (RC) version of the Team
Foundation Server software instead of the RTM version. Obtain a RTM version of
the Team Foundation Server software, or if you want to upgrade to the RC
version, know that the steps in this guide are not designed for the RC version
and will differ slightly in some areas.

3.      Type
the following at the command line, where servername is the name of your
Team Foundation Server:

TFSUpgradeRTM.exe servername /verify

4.      When
you are prompted to confirm if you want to run this command, click Yes.

5.      Follow
the instructions that appear on the screen to resolve any reported issues.

Note   Depending
on your configuration, you might see an error message that prompts you to run
the witfields command-line utility. The witfields command-line
utility is located by default in driveProgram
FilesVisual Studio8Common7IDE
on any computer where you have installed
Team Explorer. For more information, see witfields in Administering Team
Foundation Server.

Step 2: Uninstall Team
Foundation Server Beta 3 Refresh
and Team Explorer

Use Add or Remove Programs to uninstall Team Foundation
Server and Team Explorer on the Team Foundation Server.

Note   Depending on your
configuration, you might not have Team Explorer installed on your Team
Foundation Server. If it is installed, you must uninstall it.

 

To
uninstall Team Foundation Server Beta 3 Refresh

1.      Click
Start, click Settings, click Control Panel, and then click Add or Remove
Programs.

2.      Select
Microsoft Visual Studio 2005 Team Foundation Server.

3.      Click
Change/Remove.

4.      In
the setup dialog box, select Uninstall, and then click Next.

5.      Click
OK on the confirmation dialog box.

6.      Click
Finish when completed.

 

To
uninstall Team Explorer

1.      Click
Start, click Settings, click Control Panel, and then click Add or Remove
Programs.

2.      Select
Microsoft Visual Studio 2005 Team Explorer.

3.      Click
Change/Remove.

4.      In
the setup dialog box, select Uninstall, and then click Next.

5.      Click
OK on the confirmation dialog box.

6.      Click
Finish when completed.

Step 3: Back Up Team
Foundation Server Databases

The procedure for backing up Team Foundation Server
databases in Beta 3 Refresh differs from the procedure for backing up Team
Foundation Server databases in Team Foundation Server RTM. The procedure for
backing up Beta 3 Refresh databases is located online at
http://blogs.msdn.com/vstsue/articles/500334.aspx.
You should examine this document for any late-breaking changes.

 

If you have already created a backup maintenance plan, you
can use the latest incremental and full backups for restoration. If not, follow
the steps in this section to create a full backup of the following databases:

·        
ReportServer

·        
ReportServerTempDB

·        
STS_Config

·        
STS_servername_# (where servername is the name of the server and # is a number)

·        
TfsActivityLogging

·        
TfsBuild

·        
TfsIntegration

·        
TfsVersionControl

·        
TfsWarehouse

·        
TfsWorkItemTracking

·        
TfsWorkItemTrackingAttachments

 

To
create a full backup plan and run a full backup on a Team Foundation Server

1.      On
the Team Foundation Server, open SQL Server Management Studio. To open SQL
Server Management Studio, click Start, click All Programs, click Microsoft SQL Server 2005,
and then click SQL Server Management Studio.

2.      Select
Database Engine for the Server type. Select the appropriate
server name and authentication scheme for the server. Provide a valid user name
and password if it is required by your SQL Server, and then click Connect.

3.      Expand
the Management node, right-click Maintenance
Plans, and select Maintenance Plan Wizard.

4.      On
the Maintenance Plan Wizard welcome page, click Next.

5.      On
the Select a Target Server page, provide a name for this
maintenance plan.

6.      Select
the appropriate server and authentication scheme for your SQL Server. Provide a