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IN PLACE UPGRADE DB ATTACH UPGRADE Customized? Do you need an UPTIME strategy during Upgrade? Do you have New or additional or reallocated HW can be used for Upgrade? Have Physical Hardware for Production HYBRID APPROACH IN-PLACE UPGRADE the Services on Secondary Farm Read Only 2007 Farm Database Attach to Upgrade Content YES NO YES NO NO YES Can start with clean Config Database? NO YES DATABASE ATTACH RECOMMENDED Read Only 2007 Farm CLEAN 2010 FARM Database Attach to Upgrade Content, Search, and Services IN-PLACE UPGRADE the Services & Content on Primary Farm <ROLLBACK if NEEDED> Have Budget and Want to Reorganize or Move Out of Customizations? NO Recommend Evaluate Third Party Migration Tools or Systems Integrator Is Basic Install box with MSDE or WIDE & Existing farm is Hardware Ready HYBRID APPROACH IN-PLACE UPGRADE the Services on Primary Farm <ROLLBACK if NEEDED> Database Attach to Upgrade Content NO YES SharePoint 2010 Upgrade Decision Tree Upgrading from SharePoint 2003 or Earlier? NO By Joel Oleson SharePointJoel.com NO Assumes Existing Hardware is 2010 Approved (i.e. RAM, x64, W2K8) Upgrading to SharePoint 2010 YES

SharePoint 2010 Upgrade Decision Tree

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Should I do an in-place upgrade or a database attach upgrade. How can I decide? This decision tree should help simplify the decisions and help you better understand the key points.

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Page 1: SharePoint 2010 Upgrade Decision Tree

IN PLACE UPGRADE

DB ATTACH UPGRADE

Customized?

Do you need an UPTIME strategy during Upgrade?

Do you have New or

additional or reallocated HW can be used for

Upgrade?

Have Physical Hardware for

Production

HYBRID APPROACH

IN-PLACE UPGRADE the Services on Secondary Farm

Read Only 2007 Farm

Database Attach to Upgrade Content

YES

NO

YES

NO

NO

YESCan start with clean Config Database?

NO

YES

DATABASE ATTACH RECOMMENDED

Read Only 2007 Farm

CLEAN 2010 FARM

Database Attach to Upgrade Content,

Search, and Services

IN-PLACE UPGRADE the Services &

Content on Primary Farm

<ROLLBACK if NEEDED>

Have Budget and Want to

Reorganize or Move Out of

Customizations?

NO

RecommendEvaluate Third Party Migration Tools or Systems Integrator

Is Basic Install box with MSDE

or WIDE & Existing farm is

Hardware Ready

HYBRID APPROACHIN-PLACE UPGRADE

the Services on Primary Farm<ROLLBACK if

NEEDED>Database Attach to Upgrade Content

NO

YES

SharePoint 2010 Upgrade Decision Tree

Upgrading from SharePoint 2003

or Earlier?

NO

By Joel OlesonSharePointJoel.com

NO

Assumes Existing Hardware is 2010

Approved (i.e. RAM, x64, W2K8)

Upgrading to SharePoint 2010

YES