WSS

18 Comments

Christmas do come early this year. The SharePoint team in Japan has just finished working on the next version of their popular team productivity application template, GroupBoard Workspace 2007. This is the first of the “Fantastic 40” Application Templates for Windows SharePoint Services 3.0 early next year

Overview
The GroupBoard Workspace template creates a space for a group or team to connect and share information in a collaborative environment, improving team efficiency and productivity. The template helps track team member whereabouts and status, and includes a built-in timecard list and organization chart. Meetings can be scheduled with attendees, and meeting rooms and other resources can be reserved. It also enables members to share phone messages and circulate memos.

Check out the following pics for some detailed info.

 
Portal


Time card

 
Scheduler

Summary
I repeat my first sentence by claiming Christmas do come early this year. I can't hardly wait till the other 39 Application Templates will be released.

 

17 Comments


 


!! THIS BLOG IS OBSOLETE SINCE MICROSOFT IS DELIVERING A GUIDE ON MSDN !!


 


For users who want to install TFS SP1 after this upgrade an update of this blog is available. In the new blog I explain how to fake a WSS v2 site on a WSS v3 server. For new users, first install TFS SP1 and then follow this guide for upgrading to WSS 3.0.


For users who want to install TFS in a FQDN (Fully Qualified Domain Name) environment I added some blogs how to setup an environment like this.


The last time I wrote an article about upgrading your TFS V1 environment to WSS 3.0, I got a lot of reactions. Some where good, some where not. Most of the complaints where about "Can't you write a simple upgrade guide.". I'm aware that my previous post wasn't clear enough and I didn't use any steps in it. So this is the first thing I gonna set straight in this post. The previous post was also to complex and you had to do to much manual steps (e.g. Don't upgrade, upgrade the content database, reconfigure Reporting Services, e.t.c.). Luckily I found out you can do an upgrade after all. Other complaints I got that I was changing the Process Guidance Templates which isn't the proper way. This part really frustrated me to, so I deep dived into Team Foundation Server and searched for the problem which prevent me for creating a new site from the Team Explorer. The good news is, I found it, and have two solutions for it. One is for all administrators of TFS and the other is for the Microsoft Team. One thing still stands as Brian Harry commented in my Blog "The last remaining issue that you may hit is when you try to upgrade to a future version of TFS. You may find yourself trying to hack your way through that too.". I can't do anything about it right now, because I and the most of you don't know which parts Microsoft will patch when they deliver 'Orcas'. Of course its advisable to backup your system and databases before you do any upgrade. Furthermore I recommend you to download the latest MSF Process Guidance. All points which have been carried by Jason Barile are refuted in this blog.


Install Procedures:



  1. Update Windows
    Visit Windows Update (http://windowsupdate.microsoft.com/) and install all items in the Critical Updates and Service Packs group.


  2. Install Microsoft .NET 3.0
    Install Microsoft .NET Framework version 3.0, which is a prerequisite for WSS 3.0.


  3. Change WSS v2 port
    Click Start, click Control Panel, click Administrative Tools, and then click Internet Information Services (IIS) Manager.
    Right-click the SharePoint Central Administration folder and then click Properties.
    Change the TCP Port to a none existing port number (e.g. 9999).


  4. Install Microsoft Windows SharePoint Services 3.0.
    Select the default upgrade 'Yes, perform an automated in-place upgrade'.
    You should not change the default selections in any other feature areas.
    Click the Install Now button and accept the warning.
    Deselect Run the SharePoint Products and Technologies Configuration Wizard now and click on close.


  5. Pre-upgrade scan your WSS v2 sites
    Run prescan.exe /all from the command prompt.
    prescan.exe is located in C:Program FilesCommon FilesMicrosoft Sharedweb server extensions12BIN.
    You must use the pre-upgrade scan tool to scan all Web sites in your environment to check if any errors exist before you perform an upgrade.


  6. Upgrade WSS v3
    Click Start, click Control Panel, click Administrative Tools, and then click SharePoint Products and Technologies Configuration Wizard.

    On the Configure SharePoint Central Administration Web Application page,
    check Specify port number: 17012 (Default port for TFS SharePoint)
    You should not change the default selections in any other feature areas.

    The wizard will now start 10 tasks to complete the upgrade in WSS.

    Update Fabrício Braz: We can't forget to emphasize that the SQL Server 2005 has to be set up to using both TCP/IP and named pipes for local and remote connections. Otherwise, the step 6 won’t work at all.


  7. Post-upgrade WSS v3
    When you hit Finish button the SharePoint 3.0 Central Administration site is opened and shows an upgrade status page in your browser at http://server:17012/_admin/UpgradeStatus.aspx. Please be very patient, because this post-upgrade could take quite some time. Check Step within the action compared to the Total steps in this action. When the upgrade status shows Finished, click on the Finalize Upgrade link, and click on the Complete Upgrade button.

    When the upgrade is finally finished you may configure your complete SharePoint Server (e.g Email, Search).

    Update Mike B: By default the account used for installing TFS only has permissions for creating new team projects. You can add other accounts by signing in at the http://{myserver}/default.aspx site with this account.


  8. Check your Reporting Server and WSS sites
    Open the reporting site in your browser at http://servername/reports.
    Open one of the team projects in your browser at http://servername/sites/teamproject.

    For sites that were customized in a Windows SharePoint Services-compatible design program in which the server administrator has chosen to keep the customizations during the upgrade, your home page will have the look and feel of the Windows SharePoint Services 2.0 site rather than the Windows SharePoint Services 3.0 site and will not include all of the Windows SharePoint Services 3.0 features. Site owners should consider discarding the customizations by using the Reset to site definition link on the Site Settings pages for those sites. (Caution: By doing this the MSF Agile look and all your report links will be removed.) This will give the customized pages the Windows SharePoint Services 3.0 default and uncustomized version of the page, including all of the Windows SharePoint Services 3.0 features. With e.g. SharePoint Designer, you can customize your Site Template again.


  9. Open Visual Studio Team Explorer to open your project using the new WSS v3 site.

You now have configured all your current project sites to use WSS v3. To create new Team Projects, you have to the following steps. These steps will not change any of your Process Templates and will not harm your TFS server in anyway. These steps will change the behavior of your WSS v3 site so TFS can communicate with it, like it's a WSS v2.


New project procedures:



  1. Add Process Template to the server
    Before you can use the WSS v3 to create a site, the template for the selected Process Template must be upgraded to a WSS v3 template, else you'll get the following error: "TF30267: Windows SharePoint Services version 2 templates are not supported in this version of the product."
    You can download a VSTS_MSFAgile.stp and VSTS_MSFCMMI.stp Template for WSS v3 here or you can create your own by doing the following steps.


    • Go to an upgraded site and save the site as Template by clicking on Site Settings.
    • Click on Save site as template.
    • Give the file and template the exact same name as which it is stored in your Process Template.
      You can find the site template name in the WssTasks.XML which you can open if you download the process from the Process Manager.
      For MSF for Agile Software Development -v4.x its VSTS_MSFAgile.
    • Download the file from site template gallery in the site and store it at C:

    Run stsadm from the command prompt to delete the WSS v2 template and add the WSS v3 template.
    stsadm can be found at C:Program FilesCommon FilesMicrosoft Sharedweb server extensions12BIN

    stsadm syntax: stsadm -o deletetemplate -title <template title>

    For example: stsadm -o deletetemplate -title VSTS_MSFAgile


    stsadm syntax: stsadm -o addtemplate -filename <template file> -title <template title>

    For example: stsadm -o addtemplate -filename C:VSTS_MSFAgile.stp -title VSTS_MSFAgile

    Run iisreset /noforce


  2. Change the WSS Admin Webservice
    As soon as you try to upload a new Process Template or you want to create a new Team Project, you'll get the following error: "TF30162: The language id specified in the process template does not exist on the WSS server".


After a deep and thorough search, I found out the WssSiteCreator class of the ProjectCreationWizard calls a method VerifyLcidOnServer, which checks the LCID's on the WSS Server. This verification is done by using the GetLanguages method of the WSS Admin Webservice. This is where the problem comes in. In SharePoint v2 this method didn't return any XML namespace, so it was really easy to populate and to query with XPath. In SharePoint v3 GetLanguages returns a XML namespace, as it should be, like W3C recommends.


<Languages xmlns="">
  <LCID>1033</LCID>
</Languages>
Return GetLanguages WSS v2


<Languages xmlns="http://schemas.microsoft.com/sharepoint/soap/">
  <LCID>1033</LCID>
</Languages>
Return GetLanguages WSS v3


XmlNode xml = admin.GetLanguages();
XmlNodeList nodeList = xml.SelectNodes("LCID");
Current code MS Team is using for populating


XmlNode xml = admin.GetLanguages();
XmlDocument xmlDoc = xml.OwnerDocument;
 
XmlNamespaceManager xmlnsManager = new XmlNamespaceManager(xmlDoc.NameTable);
xmlnsManager.AddNamespace("mike", xml.NamespaceURI);
XmlNodeList nodeList = xml.SelectNodes("//mike:LCID", xmlnsManager);
Code MS Team should use for populating (This works for WSS v2 as for WSS v3) 

 



Because I don't have the sources of Team Foundation Server or WSS v3, I have to arrange something otherwise. In this code part I'll parse every method to the original Webservice except the GetLanguages method. In this method I'll copy all nodes and remove all the namespaces so the code of the TFS TeamExplorer will understand it. By doing this TFS thinks it's a WSS v2 machine. Maybe this solution isn't the best, but it works for me.


using System;
using System.ComponentModel;
using System.Collections;
using System.Data;
using System.Web.Services;
using System.Web.Services.Protocols;
using System.Web;
using System.Xml;
using System.Net;
using System.Security.Permissions;
 
namespace SharePoint.WebService
{
    /// <summary>
    /// Summary description for Admin
    /// </summary>
    [WebService(Namespace = "http://schemas.microsoft.com/sharepoint/soap/")]
    [WebServiceBinding(ConformsTo = WsiProfiles.BasicProfile1_1)]
    [ToolboxItem(false)]
    public class Admin  : System.Web.Services.WebService
    {
        [WebMethod]
        public string CreateSite(string Url, string Title, string Description, int Lcid, string WebTemplate, string OwnerLogin, string OwnerName, string OwnerEmail, string PortalUrl, string PortalName)
        {
            AdminProxy.Admin spAdmin = new AdminProxy.Admin();
            spAdmin.Credentials = System.Net.CredentialCache.DefaultCredentials;
 
            return spAdmin.CreateSite(Url, Title, Description, Lcid, WebTemplate, OwnerLogin, OwnerName, OwnerEmail, PortalUrl, PortalName);
        }
 
        [WebMethod]
        public void DeleteSite(string Url)
        {
            AdminProxy.Admin spAdmin = new AdminProxy.Admin();
            spAdmin.Credentials = System.Net.CredentialCache.DefaultCredentials;
 
            spAdmin.DeleteSite(Url);
        }
 
        [WebMethod]
        public XmlNode GetLanguages()
        {
            AdminProxy.Admin spAdmin = new AdminProxy.Admin();
            spAdmin.Credentials = System.Net.CredentialCache.DefaultCredentials;
 
            XmlNode xmlNode = spAdmin.GetLanguages();
            XmlDocument xmlDoc = new XmlDocument();
 
            xmlDoc.LoadXml("<Languages></Languages>");
 
            foreach (XmlNode childNode in xmlNode.ChildNodes)
            {
                XmlNode targetNode = xmlDoc.CreateNode(childNode.NodeType, childNode.Prefix, childNode.Name, "");
                targetNode.InnerXml = childNode.InnerXml;
 
                xmlDoc.DocumentElement.AppendChild(targetNode);
            }
 
            return xmlDoc.SelectSingleNode("Languages");
        }
 
        [WebMethod]
        public void RefreshConfigCache(System.Guid VirtualServerId, bool AdminGroupChanged)
        {
            AdminProxy.Admin spAdmin = new AdminProxy.Admin();
            spAdmin.Credentials = System.Net.CredentialCache.DefaultCredentials;
 
            spAdmin.RefreshConfigCache(VirtualServerId, AdminGroupChanged);
        }
    }
}
Code of the new Admin Webservice 

 



A Compiled SharePoint.Webservice.dll and a new admin.asmx can be found here.

To use these files you must open the Windows Explorer and go to C:Program FilesCommon FilesMicrosoft Sharedweb server extensions12ADMISAPI




Unfortunately you must change the trust level of the SharePoint site to be able to run this Webservice on your machine. Open the Windows Explorer and go to C:InetpubwwwrootwssVirtualDirectories#### (Random number, ShartePoint Central v3 Administration)




    • Edit the web.config in the current directory and change its trust level.
    • <trust level="WSS_Minimal" originUrl="" />
      <trust level="Full" originUrl="" /> (Full with a capital F)


Open the Windows Explorer and go to C:InetpubwwwrootwssVirtualDirectories####bin




    • Copy the downloaded or self compiled SharePoint.Webservice.dll in the directory.


Update Bart Gunneman : You need to change the trust level, because you deploy your new asmx into the bin folder of this website. If you deploy it into the GAC it should not, in theory, be necessary to raise the trust level.


Open the original admin Webservice in your browser at http://localhost:17012/_vti_adm/admin_org.asmx
Open the new admin Webservice in your browser at http://localhost:17012/_vti_adm/admin.asmx


You now have upgraded your TFS configuration to WSS v3. Everything should work now, like it did before. So you can use all all the features in Team Explorer like Show Project Portal..., New Document Library..., Upload Document... and New Folder. But you could also create new Team Projects and down- and upload new Process Templates. The last step in this guide is to cleanup everything which is leftover by the installation of TFS.


Cleanup procedures (Extra, Not Necessary):



  1. Uninstall WSS 2.0
    Click Start, click Control Panel, and then click Add or Remove Programs.
    Remove
    Microsoft Windows SharePoint Services 2.0

    When the program is removed click Start, click Control Panel, click Administrative Tools, and then click SharePoint 3.0 Central Administration. This will reconfigure your machine.

    Caution: After uninstalling WSS v2: Your security on the root web.config has changed


    Open the Windows Explorer and go to C:Inetpubwwwroot
    Open the security properties of
    web.config
    Click the Advanced button and select Allow inheritable permissions from parent to propagate to this object and all child objects.


Update: Don't remove WSS v2, you'll need it for updates.


Reboot
Reboot your system to make sure all changes are made successfully.


I have seen on some machines that after a reboot I also need to change the trust level of the SharePoint site itself, else the documents won't show up in the Team Explorer.


Open the Windows Explorer and go to C:Inetpubwwwroot




    • Edit the web.config in the current directory and change its trust level.
    • <trust level="WSS_Minimal" originUrl="" />
      <trust level="Full" originUrl="" /> (Full with a capital F)

To do a final test you could upload a new Process Template (Just download a template from the Process Manager. e.g MSF for Agile Software Development -v4.x and modify its name in the ProcessTemplate.xml)


Summary
My summary of the previous blog still stands and still hopes the MS Team will give us the support as soon as possible. Besides this I hope the most of you will test this Guide and help me to make it more complete. I only tested it on a TFS Single-Server, so maybe someone can test it on TFS Dual-Server as well. Furthermore it will be nice to test it on a clean machine, so TFS will do a full configuration of WSS v3. I'll test this the next coming week. Ok, there are some disadvantages (You must downgrade your trust level and do an upgrade of the Webservice), but compare to the advantages of WSS 3.0, at least give it a try. At my company we will use it too, so we can eat our own Dogfood. This way I guarantee you I'll deliver a guide for upgrading to 'Orcas' as well.

Update: This upgrade works for a single-, as a dual server installment. It's not possible to install TFS on WSS v3 from scratch.


 


12 Comments

An update of this blog is available. In the new blog I refuted all point which has been carried by Jason Barile. This blog describes of full Guide which every TFS administrator can follow to upgrade to WSS v3.


Before you read this post I must warn you, this solution is as is. I'm trained professional so don't do this at work. 😉 


According to Jason Barile, you will not be able to create project portals for TFS projects if you upgrade Windows SharePoint Services v2 to v3.


Via Jason: If you happen to upgrade your WSS2.0 to WSS3.0, you can expect the following behavior:




  • The Team Explorer's 'Documents' node will have a red x on it and will not expand. 
  • Team Project Creation Wizard will fail with the standard templates, only templates with all WSS functionality removed will work. 
  • You will not be able to browse to the site by right-clicking on the project and selecting 'Open Project Portal'. 

Although I believe him, I would like to test it myself. The first two bullets are really necessary to use it in your Team Project environment. The last bullet is not a show stopper, but as a developer it can be very handy for going to the portal or create document libraries, folders and documents from the Team Explorer.


Introduction
Why should you want to upgrade to WSS 3.0?


For Example:



  • Customize your sites quickly
  • Better control with master pages
  • Send e-mail to a SharePoint site
  • Get mobile access to a SharePoint list
  • Poll people more effectively with improved surveys
  • Receive updates about lists and libraries with RSS Feeds
  • Track your work with improved calendars
  • Copy documents easily to another location
  • Better management of versions
  • Better document recovery

Should I go on or should I show you how to upgrade.


How to install
When you try to install one of the default upgrades it can give you several errors and unfortunately this isn't the correct way for upgrading right now.


 
Upgrade WSS 2.0 -> 3.0


As you can see in the picture above the default instance of WSS 2.0 is created by the TFSSERVICE account. It isn't even possible to install and configure a WSS 2.0 site yourself (e.g. Create permissions, set databases). The configuration is done by the TFSSERVICE account, so that's maybe an issue why you can't upgrade. Mine TFSSERVICE account only has "Log on as a Service" policy enabled as mentioned in Rob Caron's installation guide. So select 'No, do not upgrade at this time'.


How to configure
After installing WSS 3.0 you can't extend your WSS 2.0 site, but you can create a new Web Application which is using the same site location (e.g C:inetpubwwwroot) and same content database (STS_Content_TFS) as your WSS 2.0 site uses. Before you create your new Web Application you first have to prescan the site with prescan.exe. Just use the /all attribute and the site is ready to upgrade. Use all values (as given) to overwrite your previous site, use port 80 to open it for TFS and name the site (e.g. SharePoint - 80). After the Application is created you need to reset IIS by using iisreset /noforce. This way the site will be reloaded and uses all his new configuration settings including those of SharePoint.



Upgrade your Team Project server


Check the result
Jason expected the following result "The Team Explorer's 'Documents' node will have a red x on it and will not expand." but it's working perfectly. You not only upgraded one Team Project site, but you upgraded all subsites of http://server/sites. Besides showing the documents in Team Explorer, you also use all the features in it (e.g Show Project Portal..., New Document Library..., Upload Document... and New Folder).



Bullet 1 is off the list


Still one red x to go. Check your Internet Information Services (IIS) Manager to see there are two sites configured at port 80. The 'Default Web Site' and the new configured site 'SharePoint - 80'. The report server doesn't work anymore cause you created a new Web Application. We have to reconfigure SSRS. You may delete your 'Default Web Site' because you just created a new one.


Reconfigure SSRS
Back in the old days 😉 configuring SSRS was quite a job. Luckily we now have the Reporting Services Configuration Manager. With this manager it's easy to create the two Virtual Directories with the correct setting and permissions needed. The only thing left is to change the Application Pool for both directories. You can do this in the Internet Information Services (IIS) Manager by selecting 'ReportServer' in the properties dialog of one of the directories. When you finished with this option you can click Refresh in the Reporting Services Configuration Manager and the Web Service Identity will be mark as correct. After doing this you can refresh your Team Explorer and look at the result. As you can see in the image everything works perfectly.


 
Complete the upgrade


How about new Team Projects
Having upgraded your old WSS 2.0 sites to WSS 3.0 sites you can ask yourself the question "Can I still create new Team Projects?". Jason expected the following "Team Project Creation Wizard will fail with the standard templates, only templates with all WSS functionality removed will work.". It's even worse because you can't use any template at all. I've tried to create a Site Template "VSTS_MSFAgile" (This name can be found in WssTasks.XML which is part of the Process Guidance) based on a previous project. As you can see in the next image it's not working.


 
Create a new Project


Finally I ended by downloading my default Process Guidance and cleared the WssTasks.XML. After customizing the Process Template I uploaded it to TFS. As you can see it's almost empty. I only added the portal tags, so the plugin won't fail.


 
Content of WssTasks.XML


By doing this you are able to create a new Team Project without having any errors. You now have to create a site using SharePoint Central Administration. It's up to you what site template you want to use because you could even use a Team Site template. The only important part is, is to create at the http://server/sites location and give it exactly the same name as your Team Project. You now have created a new site using WSS 3.0 which can be used in a TFS V1 environment. It's a good idea to create a default site definition which already has all the TFS documents for your process in it. Or you can just copy all files using the Web Client service by connecting to one of the created document libraries (e.g. http://server/sites/teamproject/process guidance). It's not perfect but it works, so bullet two is gone as well.



Newly created Team Project


Summary
I hope you're as excited as I'm and will soon upgrade you TFS environment to WSS 3.0. Ok, there are some disadvantages, but compare to the advantages of WSS 3.0, at least give it a shot. Of course this is as is, so Microsoft will not support this upgrade. As Jason mentioned in his blog "the upcoming service pack for TFS will not add support for WSS 3.0.  We are investigating options for supporting WSS3.0 and beyond in future releases of TFS." Why is Microsoft trying so hard to not use this feature in a service pack update. Why is the team trying so hard to push us in the direction of 'Orcas'. 'Orcas' is great update (Read Brian Harry post about the TFS roadmap, he doesn't even mention WSS 3.0) and I will certainly advise everybody to upgrade, but WSS 3.0 has nothing to do with 'Orcas'. It's just laziness of the team or orders from the management above. After upgrading to WSS 3.0, you can even install SP1 for TFS and uninstall WSS 2.0, without harming the system. If you've upgraded to SP1 and you uses Office 2007 this system really rocks. You get even more advantages, because Office 2007 integrates seamlessly with TFS and WSS 3.0.



Office 2007 using TFS


Please TFS Team help us



  • Jason bullet 1; Just make sure the WSS 2.0 databases are ready to update. So all people don't have to follow my workaround.
  • Jason bullet 2; Just update the plugin for SharePoint (Microsoft.ProjectCreationWizard.Portal). How hard can it be to use the services of WSS 3.0.
  • Jason bullet 3; No issue, just reboot your system after all these changes.

How hard can it be? Lots of people invested in a marvelous SDLC tool, why can't they upgrade easily to WSS 3.0. It's free, it's full off nice features and they are ready for future.