Upgrading from Team Foundation Server Release Candidate (RC) to the Release to Manufacturing Version (RTM) of Team Foundation Server

Upgrading from Team Foundation Server Release Candidate (RC) to the Release to Manufacturing Version (RTM) of Team Foundation Server

Introduction

Upgrading from Team Foundation Server RC 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 RC.

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 RC and RTM

There have been several changes to Team Foundation Server between the RC and the RTM versions. 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 the RC. If you want to keep these customizations, you must import them manually. These steps are documented in the Incorporating Customizations from Team Foundation Server RC into Team Foundation Server RTM section.

Some important changes between RC and RTM include the following:

·         The Date dimension in the warehouse has been modified to use a date and time index instead of an integer index. You must modify your custom reports that reference the Date dimension to account for this change.

·         If you have customized the MSF for Agile Software Development – v4.0 or MSF for CMMI Process Improvement – v4.0 default process templates on your installation of Team Foundation Server RC, you will have to save and reload the customized process template under a new name. After you upgrade from RC to RTM, these two process templates will be updated with the RTM default process templates.

Contents

 

Upgrading from Team Foundation Server Release Candidate (RC) to the Release to Manufacturing Version (RTM) of Team Foundation Server 1

Introduction. 1

Changes to Team Foundation Server Between RC and RTM… 1

Contents. 2

Before You Start the Upgrade. 4

Step 1: Verify That You Have Team Foundation Server RC Installed. 4

Step 2: Connect Team Explorer to the Team Foundation Server RC Deployment 5

Step 3: Check In Any Customized Reports into Source Control 5

Step 4: Close Visual Studio and Team Foundation Components. 6

Single Server Deployment 7

Step 1: Download the Upgrade Software and Run the TFSUpgradeRTM Tool 7

Step 2: Delete Any Reports Authored in Team Foundation Server RC.. 7

Step 3: Uninstall Team Foundation Server RC and Team Explorer 8

Step 4: Back Up Team Foundation Server Databases. 8

Step 5: Run the TFSUpgradeRTM Tool 10

Step 6: Install the SQL Server Update From the Product Media. 10

Step 7: Install Team Foundation Server RTM… 11

Step 8: Update the Team Foundation Reporting Warehouse. 12

Step 9: Install Team Explorer 13

Step 10: Upload Default Reports for All Projects. 13

Dual Server Deployment 15

Step 1: Download the Upgrade Software and Run the TFSUpgradeRTM Tool 15

Step 2: Delete Any Reports Authored in Team Foundation Server RC.. 15

Step 3: Uninstall Team Foundation Server RC and Team Explorer 16

Step 4: 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. 17

Step 5: Back Up Team Foundation Server Databases. 18

Step 6: Run the TFSUpgradeRTM Tool 19

Step 7: Install the SQL Server Update On the Team Foundation Data-Tier Server 19

Step 8: Install Team Foundation Server RTM… 20

Step 9: Update the Team Foundation Reporting Warehouse. 22

Step 10: Install Team Explorer 23

Step 11: Upload New Default Reports for All Projects. 23

Updating Team Foundation Build Servers. 25

Step 1: Uninstall Team Foundation Build. 25

Step 2: Install Team Foundation Build. 25

Updating Team Foundation Server Proxy. 27

Step 1: Back up the Team Foundation Server Proxy Proxy.Config File. 27

Step 2: Uninstall Team Foundation Server Proxy. 27

Step 3: Install Team Foundation Server Proxy. 27

Step 4: Restore the Team Foundation Server Proxy Proxy.Config File. 28

Verifying the Success of the Upgrade. 30

Connect Team Explorer to Team Foundation Server 30

Create New Projects on Team Foundation Server 30

Add a User or Group to a Project-Level Group. 32

Configure Permissions for Default Groups in Windows SharePoint Services and Reporting Services  33

View and Add Work Items in the New Project 33

Add a Solution to Source Control for the New Project 34

Run A Build On A Build Type and Verify Build Reports. 36

Incorporating Customizations from Team Foundation Server RC into Team Foundation Server RTM    38

Work Item Types. 38

Reports. 39

 



 

Before You Start the Upgrade

Before you start to upgrade your Team Foundation Server RC 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 RC 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 RC installed on the server.

 

To verify that you have Team Foundation Server RC 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 8.0.50727.127, you have Team Foundation Server RC installed. Continue with the steps in this guide.

·         If the version number is 8.0.50727.43, you have Team Foundation Server Beta 3 Refresh installed. Do not continue with the steps in this guide. You will have to follow the steps in Upgrading from Team Foundation Server Beta 3 Refresh to the Release to Manufacturing Version (RTM) of Team Foundation Server (also included with the upgrade software) to upgrade from Team Foundation Server Beta 3 Refresh 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, open the Microsoft Web site (http://forums.microsoft.com/MSDN/ShowForum.aspx?ForumID=68&SiteID=1).

Step 2: Connect Team Explorer to the Team Foundation Server RC Deployment

To make sure that your Team Foundation Server RC 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: 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 RC will not work in Team Foundation Server RTM without manual customization. For more information, see the Incorporating Customizations from Team Foundation Server RC 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 4: 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 RC 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: Delete Any Reports Authored in Team Foundation Server RC

Reports authored for Team Foundation Server RC will not work correctly in Team Foundation Server RTM. You must delete any reports authored in Team Foundation Server RC before you continue with the upgrade to Team Foundation Server RTM.

 

To delete reports:

1.      Open a command-prompt window on the Team Foundation Server. To open a command-prompt window, click Start, click Run, type cmd, and then click OK.

2.      At the command prompt, change directories to the directory where you installed the upgrade software.

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

TFSUpgradeRTM.exe servername /deleteReportsOnly

Step 3: Uninstall Team Foundation Server RC 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 RC

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 4: Back Up Team Foundation Server Databases

The procedure for backing up Team Foundation Server databases in Team Foundation Server RTM is located online in the Team Foundation Server Administration Guide (http://go.microsoft.com/fwlink/?linkid=52459). 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_TFS

·         STS_Content_TFS

·         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.      In SQL Server Management Studio, expand the Management node, right-click Maintenance Plans, and then 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 user name and password if it is required by your SQL Server, and then click Next.

7.      On the Select Maintenance Tasks page, select Back Up Database (Full), and then click Next.

8.      On the Select Maintenance Task Order page, click Next.

9.      On the Define Back Up Database (Full) Task page, from the Databases drop-down list where it says Select one or more, select the databases listed earlier in this section, and then click OK.

10.  On the Define Back Up Database (Full) Task page, select the desired destination options for your back up. See the SQL Server 2005 Books Online for detailed information about the options on this dialog box. (Select the Maintenance Plan Wizard dialog box and press F1 for help specific to the dialog box.) Make sure that the backup files are stored on another secure computer, and not the computer that you are about to upgrade. Click Next.

11.  On the Select Plan Properties page, click Change.

12.  On the New Job Schedule page, in Name, provide a name for the back up job. Change the Schedule type to One Time, and leave Enabled selected. Leave Date set to the current date and time. Click OK, and then click Next.

13.  On the Select Report Options page, optionally select the desired report distribution options, and then click Next.

14.  Click Finish to complete creating the Maintenance Plan. The backup will start immediately after clicking Finish.

15.  When the backup finishes, click Close.

Note   Make sure that the database backup has completed before continuing on to Step 4.

Step 5: Run the TFSUpgradeRTM Tool

After uninstalling Team Foundation Server RC, you must rerun the TFSUpgradeRTM tool on your single-server deployment without the /verify option. This will upgrade your databases.

 

To run the TFSUpgradeRTM tool

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

2.      At the command prompt, change directories to the directory where you installed the upgrade software.

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

TFSUpgradeRTM.exe servername

Step 6: Install the SQL Server Update From the Product Media

You must install an update for SQL Server (KB914595) before you install Team Foundation Server RTM or you might experience problems with your computer memory. The update can be found on the Microsoft Web site (http://go.microsoft.com/fwlink/?LinkId=62015) and can also be found on the Team Foundation Server product media.

 

To install the SQL Server Update

1.      On the Team Foundation data-tier server, click Start, point to All Programs, point to Microsoft SQL Server 2005, point to Configuration Tools, and then click SQL Server Configuration Manager.

2.      In the Explorer pane, click SQL Server 2005 Services.

3.      Right-click SQL Server Browser, and then click Stop.

4.      On the Team Foundation Server installation media, locate the SQLServerKB folder.

Note   On Team Foundation Server Release Candidate (RC) media, this folder is named KB912838. If you see this folder, you have an RC version of the Team Foundation Server media. Obtain a RTM version of the media to upgrade to Team Foundation Server RTM.

5.      Locate the executable file (.exe) for the operating system and language, such as AS2005-KBnnnnnn-x86-ENU.exe, and then double-click the file to start the Hotfix Installer.

6.      In the Hotfix Installer, accept the End User License Agreement, complete the pages to install the hotfix, and then click Finish.

7.      In SQL Server Configuration Manager, right-click SQL Server Browser and then click Properties.

8.      On the Service tab, locate Start Mode and select Automatic.

9.      On the Log On tab, click Start.

Note   If Start is not enabled on the Log On tab, click the Service tab, set the Start Mode to Disabled, and then again select Automatic to explicitly update the Start Mode.

Step 7: Install Team Foundation Server RTM

Review the latest instructions for Team Foundation Server installation in a single-server deployment in the Help file TFSInstall.chm, available on your installation media, and also available online at the Microsoft Web site (http://go.microsoft.com/fwlink/?linkid=40042).

 

To install Team Foundation Server RTM in a single-server deployment:

1.      Complete all Team Foundation Server upgrade prerequisites detailed earlier in steps 1-5.

2.      Log on to Windows using the Team Foundation Server Setup account; for example, DomainTFSSETUP.

3.      On the Autorun page that appears after you insert the installation media, click Install Team Foundation Server, and then click Single-Server Installation.

If the Autorun page does not appear, locate and run the autorun file (autorun.exe) in the root folder on the installation media.

The Visual Studio Team Foundation Server Setup wizard starts.

4.      On the Welcome to Setup page, click Next.

5.      On the Microsoft Software License Terms and Product Key page, review the license agreement. If you accept the terms and conditions, select I accept the terms of the License Agreement, and then click Next.

6.      On the Destination Folder page, accept the default destination folder and then click Next.

7.      On the System Health Check page, the setup wizard will scan the system for conditions that could cause setup to fail, or cause issues later during server operation. After the system scan is completed, setup will report the status of the system health check. If the system health check finds any issues, you can click a link to review a report about specific warnings and blocks. Warnings should be addressed before continuing with setup, but should not prevent setup from completing. Blocks must be addressed before continuing with setup. If the system health check did not find any blocks, click Next. Otherwise, click Cancel and run setup again after fixing any blocking issues.

8.      On the Service Logon Account page, in the Account Name box, type the Windows domain user account you created for the Team Foundation Server Service account (for example, DomainTFSSERVICE), type the password in the Password box, and then click Next.

9.      On the Reporting Logon Account page, type the account information for the Team Foundation Server Reporting account (for example, DomainTFSREPORTS), and then click Next.

Note   This account should not be the same as the Team Foundation Server Setup or Service accounts.

10.  On the Specify Alert Settings page, select Enable Team Foundation Alerts, and type the following information:

·         In the SMTP server box, type the name of the server that you will use to send e-mail notifications.

·         In the From e-mail address box, type the name of the e-mail address from which notifications appear to come, and then click Next.

11.  On the Ready to Install page, click Install.

12.  On the Installing Components page, you can monitor the installation of Team Foundation Server.

Note   During installation, you might be prompted to restart your computer. Click Restart Now and setup will continue after the computer restarts and you log on again.

13.  On the Setup Completed Successfully page, click Finish.

Step 8: Update the Team Foundation Reporting Warehouse

To make sure that the reporting warehouse is updated immediately after installation, verify that the TFSServerScheduler service is running and then manually update the reporting warehouse.

Note   In large Team Foundation Server deployments, updating the warehouse can take several hours.

 

To verify that the TFSServerScheduler service is running

1.      On the Team Foundation Server, click Start, point to Administrative Tools, and then click Services.

2.      In the Services window, locate TFSServerScheduler, and confirm that the Status column says Started.

If the service is not started, right-click TFSServerScheduler, and then click Start.

 

To manually update the Team Foundation Reporting Warehouse

1.      On the Team Foundation Server, open Internet Explorer.

2.      Open http://localhost:8080/Warehouse/v