In my previous post, I provided an overview of the process of upgrading from TFS 2008 (and Windows SharePoint Services v3) to TFS 2010 (and SharePoint Server 2010). In this post, I provide more details about the upgrade process.

Note that if you are not upgrading, but rather installing a new instance of TFS 2010 and SharePoint Server 2010, you can still follow the installation steps below (supplementing steps from the TFS installation guide where appropriate).

The process below assumes the TFS environment is comprised of at least two servers. The "data tier" only runs SQL Server (Database Engine and Analysis Services), while the "application tier" runs essentially everything else (i.e. TFS, SharePoint Server 2010, and Reporting Services), with the exception of Team Foundation Build Service -- which is generally recommended to install on a separate server.

Plan the Installation

There are a number of configuration parameters that need to be determined before installing Team Foundation Server 2010 and SharePoint Server 2010. The various parameters and configuration settings for my environment are listed in the following tables.

Deploy and Configure the Server Infrastructure

Install Windows Server 2008 R2

Install Windows Server 2008 R2 according to your corporate standards. Ensure that all standard programs, such as antivirus and server monitoring utilities, are installed and configured.

Create service accounts

To create the necessary service accounts for SharePoint Server 2010 and TFS 2010:

1. Start the Active Directory Users and Computers console.
2. Under the domain node in the tree, select the node for the organizational unit where the service account should be created (e.g. IT\Service Accounts).
3. On the Action menu, point to New, and then click User.
4. In the New Object - User dialog:
   1. Enter the information from Table 1.
   2. Click Next.
   3. Clear the User must change password at next logon check box.
   4. Select the User cannot change password check box.
   5. Select the Password never expires check box.
   6. Click Next.
   7. Click Finish.
5. Repeat steps 3 and 4 to create the remaining service accounts listed in Table 1.

Create domain groups

To create the domain groups for SharePoint Server 2010 and TFS 2010:

1. If necessary, start the Active Directory Users and Computers console.
2. Under the domain node in the tree, select the node for the OU where the group should be created (e.g. IT\Groups).
3. On the Action menu, point to New, and then click Group.
4. In the New Object - Group dialog:
   1. Enter the information from Table 2.
   2. Click OK.
5. Repeat steps 3 and 4 to create the remaining groups listed in Table 2.
6. Add the appropriate users to each domain group created in this step.
7. Close the Active Directory Users and Computers console.

Back Up Team Foundation Server Data

As prescribed in the TFS installation guide, back up all TFS data -- including the TFS databases, SharePoint databases, Reporting Services encryption key, and the TFS Web.config file.

Install/Upgrade SQL Server 2008 on Data Tier

Using the configuration steps provided in the TFS installation guide (How to: Install SQL Server 2008), install SQL Server 2008 (Database Engine and Analysis Services) on the TFS database server (BEAST). Then run Windows Update to install SQL Server 2008 Service Pack 1.

In order to install SharePoint Server 2010, you must also install SQL Server 2008 SP1 CU2 (or later):

Install SharePoint Server 2010

Using the configuration steps provided in the following TechNet article, install SharePoint Server 2010 using the installation parameters specified in Table 3:

Complete the deployment procedures in the following sections:

1. Run the Microsoft SharePoint Products Preparation Tool
2. Run Setup
3. Run the SharePoint Products Configuration Wizard

Important

Do not run the Farm Configuration Wizard (the TFS Web application and service applications will be configured in the following steps).

Add SharePoint Central Administration to the Local intranet zone

Adding the Central Administration site to the Local intranet zone (and using the default settings for this zone) enables single sign-on when accessing the site. This is discussed in more detail in the following blog post:

Add the SharePoint bin folder to the PATH environment variable

Append C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\BIN to the PATH environment variable (in order to run stsadm.exe from various folder locations without having to specify the full path).

Add the SharePoint administrators group to the WSS_ADMIN_WPG group and SharePoint_Shell_Access database role

To add the SharePoint administrators group to the local WSS_ADMIN_WPG group, on the SharePoint server:

1. Click Start, point to Administrative Tools, and then click Server Manager.
2. In the Server Manager console, expand Configuration, expand Local Users and Groups, and then click Groups.
3. In the list of groups, right-click WSS_ADMIN_WPG and then click Properties.
4. In the WSS_ADMIN_WPG Properties dialog box, click Add.
5. In the Select Users, Computers, Service Accounts or Groups dialog box, type the name of the SharePoint administrators group specified in Table 2, click Check Names, and then click OK.
6. Click OK to save the changes to the group.

To add the SharePoint administrators group to the database role, on the database server:

1. Click Start, point to All Programs, point to Microsoft SQL Server 2008, and then click SQL Server Management Studio. The Connect to Server dialog box opens.
2. In the Server type list, click Database Engine.
3. Type the name of the server which hosts the configuration database, and then click Connect.
4. In Object Explorer, expand Security, and then expand Logins.
5. If the SharePoint administrators group does not exist, right-click Logins and click New login. If the SharePoint administrator group already has a corresponding login for SQL Server, right-click the login and then click Properties.
6. In the login properties dialog box:
   1. On the General page, in the Login name box, type the name of the SharePoint administrators group from Table 2 using the form {DOMAIN}\{group name}.
   2. On the User Mapping page, in the Users mapped to the login list, click the checkbox next to the SharePoint configuration database (from Table 3), and then in the database role membership list, click the checkbox for SharePoint_Shell_Access.
   3. Click OK.

Configure mail services

Using the configuration steps provided in the following TechNet article, configure the outgoing e-mail settings for SharePoint using the values specified in Table 4:

Create SharePoint Web application

Using the configuration steps provided in the following TechNet article, create a new Web application using the configuration settings specified in Table 5:

Note that the SharePoint Central Administration v4 Web application listed in Table 5 was already created by the SharePoint Products Configuration Wizard.

Grant DCOM permissions on IIS WAMREG admin Service

In order to avoid errors in the Windows event log (e.g. Event ID 10016), grant the WSS_ADMIN_WPG and WSS_WPG group appropriate permissions on the IIS WAMREG admin Service, as described in KB 920783. This is discussed in more detail in the following blog post:

Update (2011-04-14)

The TaxonomyPicker.ascx file is fundamentally broken in SharePoint 2010. Instead of trying to fix the assembly name, just rename the file (since it apparently isn't used by SharePoint).

Rename TaxonomyPicker.ascx

In order to avoid errors in the Windows event log (e.g. Source: SharePoint Foundation, Event ID: 7043), rename the out-of-the-box TaxonomyPicker.ascx file.

Important

This task must be completed on each SharePoint server in the farm.

To rename the TaxonomyPicker.ascx file:

1. Open Windows Explorer and browse to the following folder:
   
   C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\CONTROLTEMPLATES
2. Right-click TaxonomyPicker.ascx, click Rename, and then change the filename to TaxonomyPicker.ascx_broken.

Note

Changing the file extension causes the problematic file to be skipped by ASP.NET when compiling the controls in the folder.

Install SQL Server 2008 Reporting Services

Install Reporting Services on the TFS application server

Using the configuration steps provided in the TFS installation guide (How to: Install SQL Server 2008), install Reporting Services on the TFS application server (CYCLOPS) using the configuration settings specified in Table 6.

Install SQL Server 2008 Service Pack 1 on the TFS application server

Run Windows Update on the TFS application server (CYCLOPS) to install the recommended patches (including SQL Server 2008 SP1 -- for Reporting Services) and, if necessary, reboot the server.

Configure Reporting Services

If upgrading to TFS 2010 from a previous version, skip this step (Reporting Services is configured later when restoring data).

If performing a new installation of TFS 2010 (not upgrading from a previous version), then use the configuration steps provided in the TFS installation guide to configure Reporting Services. Verify the Reporting Services configuration has been restored successfully by browsing to the Report Manager URL (e.g. http://cyclops/Reports).

Configure SharePoint Server 2010 for TFS Dashboards

The steps for configurating SharePoint Server 2010 for TFS dashboards are provided in following blog post:

Note that the blog post is based on the Beta 2 version of SharePoint Server 2010 and there were a few changes in the RTM version.

To start the Excel Calculation Services and Secure Store Service in SharePoint Server 2010:

1. On the SharePoint Central Administration home page, click Configuration Wizards.
2. On the Configuration Wizards page, in the Farm Configuration section, click Launch the Farm Configuration Wizard.
3. On the Configure your SharePoint Farm page:
   1. Click Start the Wizard.
   2. In the Service Account section, ensure the option to Create a new managed account is selected, in the User name box, type the service account for SharePoint service applications listed in Table 1, and type the corresponding password in the Password box. In the Services section, clear the checkboxes for all of the services except Excel Services Application and Secure Store Service. Click Next.
   3. If prompted to create a top-level Web site, click Skip.
   4. Click Finish.

To avoid warnings before refreshing external data in Excel Services:

1. On the SharePoint Central Administration home page, in the Application Management section, click Manage service applications.
2. On the Service Applications page, click Excel Services Application.
3. On the Manage Excel Services Application page, click Trusted File Locations.
4. On the Excel Services Application Trusted File Locations page, point to the trusted file location that you want to edit (e.g. http://), click the arrow that appears, and then click Edit.
5. On the Excel Services Application Edit Trusted File Location page, in the External Data section, clear the Refresh warning enabled checkbox, and then click OK.

To configure the Secure Store Service for TFS dashboards:

1. On the SharePoint Central Administration home page, in the Application Management section, click Manage service applications.
2. On the Service Applications page, click Secure Store Service.
3. If a key has not been generated before:
   1. In the Key Management group of the Ribbon, click Generate New Key.
   2. On the Generate New Key page, type a pass phrase string in the Pass Phrase box, type the same string in the Confirm Pass Phrase box, and then click OK.
4. In the Manage Target Applications group, click New.
5. On the Create New Secure Store Target Application page, enter the target application settings from Table 7 and then click Next.
6. On the Specify credential fields for your Secure Store Target Application page, click Next to accept the default fields (Windows User Name and Windows Password).
7. On the Specify the membership settings page, in the Target Application Administrators field, add the TFS administrators group specified in Table 2. In the Members field, enter the group(s) from Table 7. Click OK to complete configuring the target application.

To set credentials for the TFS target application:

1. On the TFS target application, point to the target application identifier, click the arrow that appears, and then, in the menu, click Set credentials.
2. On the Set Credentials for Secure Store Target Application (Group) page, enter the credentials for the service account for TFS reporting from Table 1, and click OK.

Add TFS service account to SharePoint Farm Administrators group

To add the TFS service account to the SharePoint Farm Administrators group:

1. On the SharePoint Central Administration home page, in the Security section, click Manage the farm administrators group.
2. On the People and Groups - Farm Administrators page, in the toolbar, on the New menu, click Add Users.
3. In the Grant Permissions dialog box, in the Users/Groups box, type the TFS service account listed in Table 1, clear the Send welcome e-mail to the new users checkbox, and click OK.

Restore Data

Restore SQL Server Databases

If necessary, restore the TFS and SharePoint databases from the backups taken at the beginning of the upgrade process.

Configure Reporting Services

To connect to the existing ReportServer and ReportServerTempDB databases on the TFS database server:

1. Click Start, point to All Programs, point to Microsoft SQL Server 2008, point to Configuration Tools, and click Reporting Services Configuration Manager. If prompted by User Account Control to allow the program to make changes to this computer, click Yes.
2. The Reporting Services Configuration Connection dialog box appears.
3. In the Server Name box, ensure the TFS application server is specified. In Report Server Instance, ensure the correct instance is specified. Click Connect.
4. On the Reporting Services Configuration Manager page, click Start if the Report Service status reads Stopped.
5. In the navigation bar, click Web Service URL.
6. On the Web Service URL page, click Apply to accept the default values in the Virtual Directory, IP Address, and TCP Port boxes.
7. In the navigation bar, click Database.
8. On the Report Server Database page, click Change Database.
9. The Report Server Database Configuration Wizard appears.
10. On the Action page of the wizard, click Choose an existing report server database, and click Next.
11. On the Database Server page of the wizard, type the name of the TFS database server (BEAST) in Server Name, and then click Test Connection. Confirm the test connection succeeded by clicking OK, and then click Next.
12. On the Database page of the wizard, in the Report Server Database dropdown list, select ReportServer, and then click Next.
13. On the Credentials page of the wizard, click Next to accept the default values in the Authentication Type, User name, and Password boxes (i.e. Service Credentials and NT AUTHORITY\NETWORK SERVICE).
14. On the Summary page of the wizard, verify the information, and click Next.
15. On the Progress and Finish page of the wizard, confirm the configuration was successful, and then click Finish.
16. In the navigation bar for Reporting Services Configuration Manager, click Report Manager URL.
17. On the Report Manager URL page, click Apply to accept the default value in the Virtual Directory box.
18. In the navigation bar for Reporting Services Configuration Manager, click E-mail Settings.
19. On the E-mail Settings page, enter the configuration settings from Table 6, and then click Apply.
20. In the navigation bar for Reporting Services Configuration Manager, click Encryption Keys.
21. On the Encryption Keys page, click Restore.
22. The Restore Encryption Key window appears.
23. Locate the encryption key backup file created previously, type the corresponding password, and then click OK.
24. In the Reporting Services Configuration Manager, click Exit.

Verify the Reporting Services configuration

To verify that the Reporting Services configuration has been restored successfully, browse to the Report Manager URL (e.g. http://cyclops/Reports) to confirm the TFS reports appear as expected.

You may encounter the following error:

The feature: "Scale-out deployment" is not supported in this edition of Reporting Services. (rsOperationNotSupported)

To resolve this error, remove the duplicate server using one of the following methods:

• Start the Reporting Services Configuration Manager, connect to the Reporting Services instance, and then in the navigation bar, click Scale-out Deployment. On the Scale-out Deployment page, select the duplicate server instance and then click Remove Server.
• Use the rskeymgmt utility to identify and remove the duplicate server (by first specifying the -l command-line option, and then specifying the -r command-line option, as described in the first comment on the following MSDN article: Moving the Report Server Databases to Another Computer).

Confirm that the error no longer occurs when browsing to the Report Manager URL and the TFS reports appear as expected.

Attach SharePoint content database with TFS project sites

Attach the content database with the existing TFS project sites (from the previous version of SharePoint) to the new SharePoint farm.

To attach the SharePoint content database by using Windows Powershell:

1. On the Start menu, click All Programs, click Microsoft SharePoint 2010 Products, right-click SharePoint 2010 Management Shell, and then click Run as administrator. If prompted by User Account Control to allow the program to make changes to this computer, click Yes.
2. At the Windows PowerShell command prompt, type the following command:
   Mount-SPContentDatabase -Name <DatabaseName> -DatabaseServer <ServerName> -WebApplication <URL> [-Updateuserexperience]
   Where:
   
   • <DatabaseName> is the name of the database you want to upgrade.
   • <ServerName> is server on which the database is stored.
   • <URL> is the URL for the Web application that will host the sites.
   • -Updateuserexperience specifies to update the sites with the new SharePoint user experience (part of Visual Upgrade). If you omit this parameter, the sites retain the old user experience after upgrade.
   
   For example:
   Mount-SPContentDatabase -Name WSS_Content_TFS -DatabaseServer BEAST -WebApplication http://cyclops -Updateuserexperience

More information on attaching SharePoint content databases is provided in the following TechNet article:

Note that if you browse to a TFS project site at this point, an error is displayed on the home page in the Remaining Work Web Part, as shown below. This occurs because the TFS extensions for SharePoint have not been installed yet.

Figure 1: Upgraded TFS project site in SharePoint Server 2010 (with Reporting Services error)

See full-sized image.

There are also a couple of other issues with the upgraded TFS project site:

• The home page is customized (i.e. "unghosted") and consequently must be reset (i.e. "reghosted") in order to render using the new SharePoint experience (i.e. the "v4 master page").
• Assuming the TFS project site was originally created with Windows SharePoint Services v2 (e.g. in TFS 2005), many of the global navigation elements are now broken. For example, the Site Settings link shown in the previous figure refers to _layouts/1033/settings.aspx -- which was a valid page in WSS v2 and WSS v3. However, in SharePoint Server 2010, the URL of the Site Settings page is _layouts/settings.aspx.

To reset the home page for a TFS project site:

1. Browse to the Site Settings page for the site (e.g. http://cyclops/sites/Demo/_layouts/settings.aspx).
2. On the Site Settings page, in the Site Actions section, click Reset to site definition.
3. On the Reset Page to Site Definition Version page, click the option to Reset all pages in this site to site definition version, and then click Reset.

Tip

If you need to do this for a number of sites, you should consider using PowerShell instead, as described in the following blog post:

Use PowerShell to "Reset to Site Definition" in SharePoint Server 2010

http://blogs.msdn.com/jjameson/archive/2010/05/18/use-powershell-to-reset-to-site-definition-in-sharepoint-server-2010.aspx/

To remove obolete links from the top link bar of a TFS project site:

1. Browse to the Site Settings page for the site (e.g. http://cyclops/sites/Demo/_layouts/settings.aspx).
2. On the Site Settings page, in the Look and Feel section, click Top link bar.
3. On the Top Link Bar page, click the edit icon next to the navigation item.
4. On the Edit Navigation Link page, click Delete. When prompted to confirm deleting the link, click OK.
5. Repeat the previous two steps for any other links you want to remove.

Install Team Foundation Server

Using the steps provided in the TFS installation guide (How to: Install Team Foundation Server), install TFS on the application server (CYCLOPS).

Upgrade Team Foundation Server

Using the steps provided in the TFS installation guide (How to: Upgrade Team Foundation Server Using the Team Foundation Server Configuration Tool), upgrade TFS using the parameters specified in Table 8.

Verify upgraded TFS project sites

Browse to one of the upgraded TFS project sites to confirm the Remaining Work Web Part on the home page renders as expected (now that the TFS extensions for SharePoint have been installed).

Note that a different error may be shown int the Remaining Work Web Part:

Reporting Services Error

---

An error has occurred during report processing. (rsProcessingAborted) Get Online Help
Query execution failed for dataset 'DefaultIterationParam'. (rsErrorExecutingCommand) Get Online Help
For more information about this error navigate to the report server on the local server machine, or enable remote errors

---

SQL Server Reporting Services

This error typically occurs when the TFS data warehouse (i.e. the OLAP cube) has not yet been processed. Wait for the warehouse database to be updated.

Refer to the following blog post for some helpful reports that display details about TFS warehouse jobs:

Once the warehouse database has been updated, an upgraded TFS project site should appear similar to the following:

Figure 2: Upgraded TFS project site in SharePoint Server 2010

See full-sized image.

Tip

To significantly improve the appearance of the upgraded TFS project home page, edit the Remaining Work Web Part and set the Height to 600 pixels and the Width to 900 pixels.

For more information on updating a team project, refer to the following MSDN article:

Add service account for SharePoint service applications to content databases

There appears to be a bug in SharePoint Server 2010 when the service account for the Web application is different from the service account for the service applications (e.g. Excel Calculation Services and the Secure Store Service). This is discussed in more detail in the following blog post:

To avoid this error, add the the second service account to the underlying content databases. On the database server:

Update (2011-04-14)

I should have updated this post long ago based on the comment added by "todh2" regarding granting access to the database. Instead of using SQL Server Management Studio to configure permissions on the content database for the service account, use a little PowerShell to invoke the SPWebApplication.GrantAccessToProcessIdentity method:

Add-PSSnapin Microsoft.SharePoint.PowerShell -EA 0

$webApp = Get-SPWebApplication "http://cyclops"

$webApp.GrantAccessToProcessIdentity("TECHTOOLBOX\svc-spserviceapp")

Configure enterprise application definition for TFS dashboards

Using the configuration steps provided in the TFS installation guide (Configure the Enterprise Application Definition), configure the Secure Store target application for TFS dashboards using the Target Application ID specified in Table 7.

Install Team Explorer 2010 or Visual Studio 2010

In order to create a new TFS project, you must install either Team Explorer 2010 or Visual Studio 2010. If you want to be able to create new team projects (or browse existing projects) directly from the TFS application server, install Team Explorer 2010.

Important

If you need to access TFS 2010 from a VSTS 2008 client (for example, to continue to use the source control integration features in Expression Web 3), you must download and install an update:

Visual Studio Team System 2008 Service Pack 1 Forward Compatibility Update for Team Foundation Server 2010 (Installer)

http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=cf13ea45-d17b-4edc-8e6c-6c5b208ec54d

Refer to KB 974558 for more information on the compatibility update.

Connect to TFS

To connect to the upgraded TFS instance, you need to change the URL specified in Visual Studio from the TFS 2008 format (e.g. http://cyclops:8080) to the TFS 2010 format (e.g. http://cyclops:8080/tfs).

If connecting from a Visual Studio 2008 client (with the compatibility update installed), you must also specify the TFS project collection in the URL (e.g. http://cyclops:8080/tfs/DefaultCollection).

Create a new team project in TFS

To verify the TFS upgrade, create a new team project in TFS (for example, a new project named Test) using the MSF for Agile Software Development v5.0 process template.

Note

In order to create a new team project (with the default project options) using Team Explorer on a server that hosts SharePoint Server 2010 and SQL Server Reporting Services, you need to run Visual Studio as an administrator.

For more information on creating a new TFS project, refer to the following:

Install TFS Power Tools

To enable additional check-in policies and other access additional tools (TFS 2010 Best Practices Analyzer), download and install the new version of the Visual Studio Power Tools for TFS 2010:

Install Team Foundation Build

Using the steps provided in the TFS installation guide (How to: Install Team Foundation Build Service), install the Team Foundation Build Service on the build server (DAZZLER) using the parameters specified in Table 9.