This posting contains important information to consider before installing the latest SharePoint Cumulative update, followed with a step by step overview of how to install cumulative updates for Windows SharePoint services 3.0 and Microsoft Office SharePoint Server 2007. Keep in mind that this information does not necessarily apply to Service Packs or hotfixes.
What is a Cumulative Update?
SharePoint Cumulative update packages contain the latest of every hotfix patch that has been shipped for the release of the specific product (Windows SharePoint Services 3.0 or Microsoft Office SharePoint 2007). Microsoft has scheduled the release of these updates for every two months to facilitate predictability for their customers.
Do you need to install the Cumulative Update?
Microsoft states that you do not need to install the update unless you are affected by any of the specific problems described in the KB articles of the hotfixes included in that update. The cumulative update will automatically be rolled into the next Service Pack.
If you have already installed the latest hotfix for a specific issue you were having, and the issue has been taken care of, you do not need to install the cumulative update.
Do I need to install the latest Service Packs before installing the updates?
Microsoft recommends you install the latest service pack, but does not require it as long as the older service pack is still within lifecycle (see http://www.microsoft.com/lifecycle for more information)
What are the prerequisites and installation sequence?
While neither the WSS 3.0 or MOSS 2007 cumulative updates state having any prerequisites; you should install any WSS 3.0 cumulative update before installing the corresponding MOSS 2007 cumulative update. The recommended sequence for installing the updates is as follows:
1. Latest WSS 3.0 Service Pack released prior to the Cumulative Update
2. Latest MOSS 2007 Service Pack released prior to the Cumulative Update
3. Latest WSS 3.0 Cumulative Update
4. Latest MOSS 2007 Cumulative Update
If a Service Pack has been released since the cumulative update, you do not need to install the cumulative update as the hotfixes it will be contained in the Service Pack.
For the December Cumulative Update the installation sequence should be as follows:
1. Windows SharePoint Services 3.0 Service Pack 1
2. The 2007 Microsoft Office Servers Service Pack 1
3. December Cumulative Update for Windows SharePoint Services 3.0
4. December Cumulative Update for Microsoft Office Servers
Testing the Cumulative Update?
Of course you should always test before performing any system updates. If you do not have a staging or testing environment and are considering performing the update; now is the time to prepare that environment, it will also serve as a great disaster recovery exercise. Knowing how to rebuild/restore your environment should be far more important (and less risky) than installing any update.
What account should I use to install the cumulative update?
To ensure that you have the correct permissions to install the software update, Microsoft recommends using the Central Administration Application Pool Account. To do so, temporarily add this account to the Server Administrators group on each of the servers in the farm before running the update, you can remove the account from the Administrators group after the update has been installed.
At the very least, you should use a domain account that is a:
· Member of the Administrators group on the Web server computer.
· Member of the Administrators group on the server that runs SQL Server. Or, owner of the fixed database role db_owner for all SharePoint Products and Technologies databases.
Cumulative Update Installation Process Overview for a Server Farm
You server farm will likely consist of multiple servers. The update cannot be ran on all of the servers at the same time. After running the update on the first server, there will be a mismatch between the file and the database version on the other servers, which will likely result in inconsistent and incorrect functionality across the servers until the update has been installed across the board, furthermore any updates to content during the installation of the update may result in permanent damage. To avoid such problems with your installation I greatly encourage you to read the following article which explains, in detail, how to properly deploy software updates for Windows SharePoint Services 3.0: http://technet.microsoft.com/en-us/library/cc288269.aspx#section3
The following is a general overview of the steps outlined in that article:
1. If performing an upgrade, make sure that any previous upgrade processes have completed. These will show up in the Timer Jobs if the upgrade was performed you used the in-place or gradual upgrade approach.
a. Go to the SharePoint Central Administration site, click Operations, and in the Global Configuration section click Timer job status
2. Look for and document any modifications that might have been made to the site templates, or application pages. While any of these types of changes are unsupported and I strongly un-encourage it, you may be inheriting a farm from someone that wasn’t as cautious. As such its always a good idea to back up the SiteTemplates, Features, Layouts, and Admin folders before performing any upgrade.
3. Perform a clean back up of your farm (note: You must first stop all of the SharePoint services in your farm before performing the backup, see http://technet.microsoft.com/en-us/library/cc512725.aspx) for specific steps)
4. Disconnect all of the users on the farm by stopping the World Wide Web Publishing Service on each of the front-end servers
5. Run the cumulative update installation package on each of the servers in your farm, stopping at the Configuration Wizard which will be kicked off automatically after the package runs.
6. Click “Next”.
7. The wizard notifies you that some services might have to be restarted during configuration, click “Yes”.
8. The wizard notifies you that it is “Completing the SharePoint Products and Technologies Configuration Wizard”, click “Next.”
9. You will see a dialogue stating:
“You must run Setup to install new binary files for every server in your server farm. If you have multiple servers in your server farm, run Setup and the configuration wizard on the other servers now, and then return to this server and click OK to continue.”
DO NOT CLICK OK
10. Wait until the dialogue is displayed on each of the servers in the farm.
11. On the server that host the Central Administration Site, finish running the Configuration Wizard.
12. Verify that the update ran successfully on the Central Administration server (see http://technet.microsoft.com/en-us/library/cc288269.aspx#section4d)
13. Continue updating the remaining computers in the server farm, one at a time, by clicking OK in the dialog box.
14. Restart the World Wide Web Publishing Process on each of the front-end servers.