Upgrade Team Foundation Server 2012: The Ultimate Upgrade Guide August 2012 by Tim Elhajj All rights

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Upgrade Team Foundation Server 2012: The Ultimate Upgrade Guide

Tim Elhajj Co yright 2012 by Tim Elhajj 'mash&ords Edition (irst Edition )arning* the unauthori+ed re roduction or distribution o# this co yrighted &or$ is illegal! Criminal co yright in#ringement% including in#ringement &ithout monetary gain% is investigated by the (,I and is unishable by u to - years in rison and a #ine o# .2-0%000! /isit us online* htt *00elhajj!&ord ress!com

Contents
Introduction 1 grade 2e3uirements 'erver 1 grade 4ne* 5ouble Chec$ T&o* '67 'erver 'et u Three* 'harePoint 'et u (our* (i8 u ne& hard&are (ive* 2un T(' u grade &i+ard 1 grade Automated builds Add "e& (eatures to Team Projects Contact

Introduction
1se this guide to u grade to Team (oundation 'erver 2012! 9ou:ll #ind ste -by-ste guidance here that covers the most o ular u grade tas$s% including in- lace u grades and u grades that involve moving to ne& hard&are! 5irection on &hat to do &ith 'harePoint% &hether it:s running on the same server as T(' or some&here else! )e:ll also &al$ through u grade o# a build machine% as &ell as adding ne& #eatures to your u graded team rojects!

Upgrade Requirements
2evie& the re3uirements listed here and then choose a server u grade ath! 9ou can u grade #rom any o# the #ollo&ing earlier releases* Team Foundation Server 2012% including the develo er revie&% ,ETA% or 2C releases Team Foundation Server 2010% &ith or &ithout 'ervice Pac$ 1 Team Foundation Server 200 &ith 'ervice Pac$ 1

!e" prerequisite requirements

S#$ Server* ,e#ore you start your u grade% you might have to u grade '67 'erver to meet ne& Team (oundation 'erver re3uirements! '67 'erver 200; is no longer su orted! '67 'erver 200; 22 and '67 'erver 2012 are su orted! This guide assumes you:re using '67 'erver 200; 22 #or your bac$end database and re ort server and o##ers s eci#ic instruction on it! Share%oint* I# you have a ortal server% you can continue to use the same one &ithout u grading it! )e su ort all o# the reviously su orted versions o# 'harePoint% including )indo&s 'harePoint 'ervices <!0% 4##ice 'harePoint 'erver 200=% 'harePoint (oundation% or 'harePoint 'erver 2010! This guide assumes your ortal is )indo&s 'harePoint 'ervices <!0 and o##ers s eci#ic instruction on it!

&hat a'out s(ipping reporting or Share%oint during upgrade)

4nly i# you no longer lan to use re orting or 'harePoint should you sim li#y your de loyment by not adding these #eatures! 4ther&ise% $ee these t&o #eatures during u grade! The u grade con#iguration automatically lin$s u graded rojects to the ortal and re orting #eatures! I# you add a ortal or re orting a#ter you u grade% you cannot easily create these lin$s bet&een all your u graded rojects and the ortal!

$ess common upgrade tas(s

I# you are not using a Team (oundation 'erver #arm and no one on your team uses Project 'erver% you can robably s$i this section!

Upgrading a Team Foundation Server *arm

I# you have a scaled out Team (oundation 'erver de loyment that you &ant to u grade% you should uninstall the old version o# Team (oundation 'erver #rom each a lication tier! )ith the revious version uninstalled% install T(' 2012 on one o# the a lication tiers and run the u grade as you &ould #or a standalone de loyment! 'elect any a lication tier in the #arm that you li$e> it doesn:t matter! 4nce the u grade com letes% install Team (oundation

'erver 2012 on the remaining a lication tiers using the Add an A reassembles the #arm and com letes the #arm u grade!

lication Tier &i+ard! This

(or more in#ormation% see this to ic on ?'5"* @o& to* Create a Team (oundation 'erver (arm A@igh AvailabilityB

Upgrading the TFS +,tensions *or %ro-ect Server

I# you have integrated Project 'erver &ith your T(' de loyment and you u grade T('% your team rojects should continue to &or$ as be#ore% but you &on:t have access to any ne& #eatures until you install the ne& T(' E8tensions #or Project 'erver! 9ou should uninstall the old e8tensions #rom Project 'erver and then install the latest version o# the e8tensions on all the servers &here it &as reviously installed! The version o# the e8tensions you use #or Project 'erver should al&ays match the version o# Team (oundation 'erver you:re running! (or more in#ormation% see this to ic on ?'5"* @o& to* Add Project 'erver to Team (oundation 'erver

Server Upgrade
)hether you:re lanning to use the same hard&are or moving to a ne& machine% &e have the ste s you:ll need in the ne8t #ive sections! )e cover all ossible o tions% including u grades #rom T(' basic or e8 ress% &hich re3uires a brie# visit to ?icroso#t 1 date be#ore u grade to ma$e sure you succeed!

9ou may not have to do all #ive ste s above! I# you:re not lanning to move T(' to a ne& machine% #or e8am le% you can s$i the ste s #or setting u '67 'erver and restoring your data! "e& #or this version o# T('% the bac$u o# your T(' data can be done #rom &ithin the T(' u grade &i+ard!

.ne: dou'le chec( requirements

/eri#y that the o erating system and hard&are meet the re3uirements #or the ne& version o# Team (oundation 'erver! "e& #or this version o# T('% you must use a CD-bit server i# you use a server o erating system! 5etermine the service account you &ill use #or Team (oundation 'erver! ,y de#ault% T(' uses "et&or$ 'ervice! In most cases% you should use the same account you used #or the revious installation or consider using "et&or$ 'ervice! ThereEs more in#ormation on ?'5"* 'ystem 2e3uirements #or Team (oundation 'erver% or Accounts 2e3uired #or Installation o# Team (oundation 'erver!

/isit 0icroso*t Update1

I# youEre using '67 'erver E8 ress #or T('% use ?icroso#t 1 date to ma$e sure that '67 'erver E8 ress has the latest service ac$ A'PB! 'imilar to )indo&s 1 date% ?icroso#t 1 date is #or ?icroso#t so#t&are other than o erating systems! 1se the )indo&s 1 date Control Panel to o t into ?icroso#t 1 date and chec$ #or u dates! I# youEre running '67 'erver E8 ress 200; &ith either 'P2 or 'P<% the T(' u grade &i+ard &ill be able to automatically u grade your installation o# '67 'erver E8 ress during T(' u grade! I# you don:t have 'harePoint and aren:t moving T(' to ne& hard&are% you can s$i ahead to ste -% 2un the T(' u grade &i+ard! Tip* I# you donEt $no& i# youEre using '67 E8 ress% loo$ at the 2pplication Tier node in the T(' administration console! 'croll do&n to 3ata Tier Summar4 and loo$ #or S#$Server+,press to con#irm!

T"o: set up S#$ Server

'et u '67 'erver on the ne& hard&are! I# you:re going to reuse the same hard&are or continue using '67 'erver E8 ress% you can s$i to the ne8t section% 'et u 'harePoint!

5o" to setup S#$ Server

(irst you install and con#igure '67 'erver 200; 22 #or Team (oundation 'erver &ith re orting! I# you:re using '67 'erver 200; 22 Enter rise edition% you have to u date to cumulative u date ac$age 1 #or '67 'erver 200; 22 'ervice Pac$ 1 Aor a later versionB to address a '67 'erver issue &ith table com ression! A#ter you com lete the install% you con#igure )indo&s 'erver to recover analysis services on #ailure! Tip* ?a$e sure the de#ault collation settings in '67 'erver match the e8isting settings #rom the '67 'erver instance that you:re migrating #rom! There:s more in#ormation about this on ?'5"* '67 'erver Collation 2e3uirements #or Team (oundation 'erver

Required %ermissions
To er#orm these rocedures% you must be a member o# the Administrators security grou on )indo&s 'erver!

To install 3ata'ase +ngine6 2nal4sis Services and Reporting Services 1! 7aunch setu !e8e on the '67 'erver 5/5! 2! 4n the '67 'erver Installation Center age% choose Installation% and then choose !e" installation or add *eatures to an e,isting installation!

<! 4n the 'etu 'u

ort 2ules age% choose .7!

D! 4n the Product Fey age% ty e your roduct $ey or s eci#y a #ree edition and then choose !e,t! -! 4n the 7icense Terms age% acce t the license agreement and choose !e,t! C! 4n the 'etu 'u =! 4n the 'etu 'u ort (iles age% choose Install! ort 2ules age% choose !e,t!

Tip* A )indo&s (ire&all &arning might a ear here% but you can sa#ely ignore this &arning! T(' automatically adds an e8ce tion #or )indo&s (ire&all during u grade! ;! 4n the 'etu 2ole age% choose S#$ Server Feature Installation and then choose !e,t! G! 4n the (eature 'election age% select the chec$ bo8es #or the #ollo&ing com onents and then choose !e,t*

3ata'ase +ngine Services Are3uired #or Team (oundation 'erverB Full8Te,t Search Are3uired #or Team (oundation 'erverB 2nal4sis Services Are3uired #or re ortingB Reporting Services Are3uired #or re ortingB 0anagement Tools 9 :asic A?anagement Tools -Com lete automatically selects itsel# &hen you clic$ ,asic and this is #ineB 10! 4n the Installation 2ules age% choose !e,t! 11! 4n the Instance Con#iguration age% choose 3e*ault instance! I# you choose !amed instance% ty e the name o# the instance! Choose !e,t!

12! 4n the 5is$ ' ace 2e3uirements age% choose !e,t! 1<! 4n the 'erver Con#iguration age% choose Use the same account *or all S#$ Server services% and enter !T 2UT5.RIT;<!+T&.R7 S+R/IC+ in 2ccount !ame #or every service!

I# you do s eci#y a domain account% enter its ass&ord in %ass"ord! I# you use "T A1T@42IT9H"ET)42F 'E2/ICE% leave %ass"ord blan$!

I# you choose Use the same account *or all S#$ Server services% you might still have to manually enter account in#ormation #or some services! 1D! In the Startup T4pe column% veri#y that 2utomatic a edit% and then choose !e,t! ears #or all services that you can

1-! 4n the 5atabase Engine Con#iguration age% choose &indo"s authentication mode% choose 2dd Current User% and then choose !e,t!

1C! 4n the Analysis 'ervices Con#iguration age% choose 2dd Current User% and then choose !e,t! 1=! 4n the 2e orting 'ervices Con#iguration age% choose Install the native mode de*ault con*iguration% and then choose !e,t!

1;! A4 tionalB 4n the Error and 1sage 2e orting age% s eci#y &hether to send in#ormation about errors and then choose !e,t! 1G! 4n the Installation 2ules age% choose !e,t! 20! 4n the 2eady to Install age% revie& the list o# com onents to be installed% and then choose Install! The Installation Progress age sho&s the status o# each com onent! 21! 4n the Com lete age% choose Close!

Update S#$ Server 200 R2 +nterprise edition

I# you:re using '67 'erver 200; 22 Enter rise edition% you have to u date to cumulative u date ac$age 1 #or '67 'erver 200; 22 'ervice Pac$ 1 Aor a later versionB to address a '67 'erver issue &ith table com ression! I# you:re using '67 'erver 200; 22 'tandard edition or '67 'erver 2012% you don:t have to u date '67 'erver!

Con*igure 2nal4sis Services to recover on *ailure

9ou should con#igure the )indo&s service #or Analysis 'ervices to restart itsel# i# it #ails! To con*igure 2nal4sis Services to recover 1! 4 en the 'ervices control anel A'tart IAdministrative tools I'ervicesB! 2! 2ight-clic$ the )indo&s service #or '67 'erver Analysis 'ervices A?''67'E2/E2B% and then choose Pro erties! I# you are using a named instance o# Analysis 'ervices% the instance name a ears in arenthesis!

<! Choose 2ecovery! D! In the (irst #ailure list% choose 2estart the 'ervice! -! In the 'econd #ailure list% choose 2estart the 'ervice! C! In the 'ubse3uent #ailures list% choose 2estart the 'ervice% and then choose 4F!

Three: set up Share%oint

I# you don:t s$i the ortal setu Ai# you s$i ortal set u % go to bac$ u and restore i# you:re moving to ne& hard&are or run the T(' u grade &i+ardB% you have t&o o tions #or ho& to deal &ith 'harePoint*

.ption 1* 9ou can continue to use the same 'harePoint site you used &ith T(' 2010% i# you er#orm a #e& rocedures to u date 'harePoint! (irst you have to uninstall the old T(' e8tensions #or 'harePoint% and then install the ne& version o# the e8tensions! 9ou also &ant to ma$e sure the service account that you &ill use on the u graded Team (oundation 'erver is a member o# the (arm administrators grou !

.ption 2* "e& #or this version o# T('% you can install 'harePoint (oundation using the T(' e8tensions #or 'harePoint &i+ard! The T(' &i+ard &ill install a #resh co y o# 'harePoint using the installation o# '67 'erver you just set u % and then con#igure the T(' e8tensions #or the ne& installation o# T('! A#ter you install 'harePoint% you:ll detach its content database to re are #or the migration o# the data #rom your revious 'harePoint installation in ste D% ,ac$u and restore data!

5o" to Set Up Share%oint

The ste s #or both o tions a ear belo&! '$i the uninstall section i# you:re going to install 'harePoint on the ne& hard&are! 7i$e&ise% you can s$i the section #or detaching the content database i# you:re going to reuse your e8isting 'harePoint!

Required %ermissions
To er#orm these rocedures% you must be a member o# the Administrators security grou on )indo&s 'erver and a member o# the (arm Administrators grou in )indo&s 'harePoint 'ervices <!0!

Uninstall the old TFS e,tensions =i* necessar4>

4n the 'harePoint site you &ere using &ith T(' 2010% uninstall the T(' E8tensions #or 'harePoint Athe uninstall screen #or T(' 200; loo$s di##erent% but the rocess is e8actly the sameB! I# you:re installing 'harePoint on the ne& hard&are% you can s$i this ste ! I# 'harePoint and the revious version o# T(' &ere on the same com uter% you have to uninstall the entire T(' a lication tier! In the ne& u graded T(' de loyment% your 'harePoint server &ill be on a di##erent server than the T(' a lication tier% and the only T(' com onent on the 'harePoint server &ill be the T(' e8tensions #or 'harePoint!

Install the ne" TFS e,tensions =and possi'l4 Share%oint>

2un the T(' installation rogram #rom the roduct 5/5 and then use the Con#igure E8tensions #or 'harePoint Products &i+ard! "e& #or this version o# T('% you can use the T(' E8tensions #or 'harePoint &i+ard to install 'harePoint (oundation! I# you already have a com atible version o# 'harePoint installed &hen you run the &i+ard% it &ill only install the T(' e8tensions! To run the Team Foundation Server installer 1! Insert the Team (oundation 'erver 5/5 in the drive and launch the t#sJserver!e8e #ile to begin the installation! 2! 4n the license terms dialog bo8% acce t the license terms and then choose Install !o"! I# you &ant to install Team (oundation 'erver to a s eci#ic location in the #ile system% choose the bro&se button =?> ne8t to the de#ault install location! To con*igure Team Foundation Server +,tensions *or Share%oint %roducts 1! In the Team (oundation 'erver Con#iguration tool% choose Con#igure E8tensions #or 'harePoint Products and then choose Start &i@ard! The Team (oundation 'erver 'harePoint E8tensions Con#iguration &i+ard a ears!

2! 2ead the )elcome screen% and choose !e,t! <! I# 'harePoint Products is already installed% s$i to ste D! I# 'harePoint &eren:t installed% you:d ta$e these letter ste s A - 5* A! Choose the big Install Share%oint Foundation 2010 button! ,! 4nce the install com letes% choose !e,t! C! Ty e the name o# the '67 'erver or named instance that &ill host the con#iguration databases #or 'harePoint (oundation 2010 and choose !e,t! 5! Ty e a user account and ass&ord #or the service account #or 'harePoint (oundation 2010 and then choose !e,t! D! 4n the 2evie& age% revie& the settings and choose !e,t! The &i+ard validates your con#iguration! -! Choose Con*igure! The &i+ard a C! Choose !e,t! =! Choose Close! ;! Choose Close! The Team (oundation 'erver Administration Console a ears! lies con#iguration settings! This rocess might ta$e several minutes!

2dd the TFS service account to the Farm 2dministrators group

I# you:re using the same 'harePoint site #rom your revious de loyment% you may already have the T(' service account in the (arm Administrators grou ! I# so% you can s$i this ste ! 4ther&ise% you should #ollo& the ste s belo& to ensure the service account that you &ill use #or T(' is added to the (arm Administrators grou on 'harePoint! @o& do you $no& i# this ste is necessaryK @ere are t&o otential scenarios that &ould re3uire you to er#orm this ste ! I# you:re lanning to change the account you:re using #or the T(' service account during T(' u grade% you should add the ne& account to the (arm Administrators grou ! I# you are using "et&or$ 'ervice and you:re lanning to migrate the T(' a lication tier to ne& hard&are% you should add the name o# the ne& hard&are #ollo&ed by a . symbol A5omainH'erver"ame.B to the (arm Administrators grou ! To add the service account *or TFS to the Farm 2dministrators group *or Share%oint Foundation =pictured> 1! In a &eb bro&ser% o en the 'harePoint 2010 Central Administration site! 2! 1nder 'ecurity% choose 0anage *arm administrators group! <! Choose !e"! D! In the 1sers0Lrou s bo8% enter the name o# the service account #or Team (oundation 'erver!

I# you:re using "et&or$ 'ervice% add the server name #ollo&ed by a . symbol! (or e8am le% domainHservername.! -! Choose .7! To add the service account *or TFS to the Farm 2dministrators group in &indo"s Share%oint Server A10 or .**ice Share%oint 200B =not pictured> 1! In a &eb bro&ser% o en the 'harePoint Central Administration site! 2! Choose the .perations ta'! <! 1nder Securit4 Con*iguration% choose Update *arm administratorCs group! D! In Groups% choose Farm 2dministrators! -! Choose !e"! C! In the 1sers0Lrou s bo8% enter the name o# the service account #or Team (oundation 'erver! I# you:re using "et&or$ 'ervice% add the server name #ollo&ed by a . symbol! (or e8am le% domainHservername.! =! Choose .7!

3etach the Share%oint content data'ase

4nly do this ste i# you:ve installed a #resh co y o# 'harePoint (oundation and you intend to migrate your content database #rom a revious installation o# 'harePoint! 4ther&ise% s$i this ste !

)hen you installed 'harePoint% a brand ne& content database &as created #or 'harePoint! 9ou need to detach that database to re are #or the migration o# the data #rom your revious 'harePoint installation in ste D% ,ac$ u and 2estore 5ata! To detach the content data'ase 1! In a &eb bro&ser% o en the 'harePoint 2010 Central Administration site! 2! 1nder 2pplication 0anagement% choose 0anage Content 3ata'ases! <! Choose &SSDContent! !ote* )''JContent is the de#ault name! 9our installation might use a custom name #or this database! The ?anage Content 5atabase 'ettings age o ens! D! 'elect the Remove content data'ase chec$ bo8% and then choose .7! !ote* This ste detaches the database but does not delete any content! -! In the &arning dialog bo8 that a ears A icturedB% choose .7!

C! In ?anage Content 5atabase 'ettings% choose .7 to con#irm your changes!

Four: 'ac( up and restore data

This ste is only necessary i# you:re moving T(' to ne& hard&are! I# you:re going to use the same hard&are% you can bac$ u your data &hen you run the T(' u grade &i+ard! '$i to ste -% run the T(' u grade &i+ard!

5o" to 'ac( up and restore TFS data to ne" hard"are

I# you haven:t installed T(' on the ne& hard&are yet% you:ll &ant to do that no&! "e& #or this version o# T('% you can use custom bac$u and restore tools to manage your data! (irst you:re going to bac$ u your data% including the encry tion $ey on the re ort server you used &ith the revious version o# T('! "e8t% you:re going to restore your data to the '67 'erver instance you set u in ste 2! )ith the restore com lete% you:ll use the '67 'erver 2e orting tool to restart the re ort server database% restore its encry tion $ey% and then veri#y access to the re ort server! I# you installed 'harePoint% you:ll use a 'harePoint command line tool to attach and u grade your content database!

Required %ermissions
To er#orm this rocedure% you must be a member o# the 2dministrators security grou on )indo&s server o# the ne& hard&are and the old!

I# you lan to con#igure re orting% you must also be a member o# the 2dministrators security grou on the server that is running '67 'erver 2e orting 'ervices! I# you lan to con#igure 'harePoint Products% you must be a member o# the Farm 2dministrators grou on the 'harePoint Products administration site! I# you did not install the 5atabase Engine that &ill host the con#iguration database or a database administrator manages the instance o# '67 'erver that you are using% you must be a member o# s4sadmin Server role in '67 'erver!

:ac( up 4our data

I# you haven:t installed T(' on the ne& hard&are yet% you:ll &ant to do that no& to access the custom bac$u and restore tools! 9ou:re going to bac$ u all o# your T(' data% including the encry tion $ey #or the re ort server! Tip* ?igrating #rom )indo&s 'harePoint 'ervices <!0K 9our 'harePoint site must be running at service ac$ 2 or higher to migrate the content database to 'harePoint (oundation on the ne& hard&are! I# you:re not at service ac$ 2 or higher% you should u date 'harePoint be#ore you bac$ u your data! To run the Team Foundation Server installer

1! Insert the Team (oundation 'erver 5/5 in the drive and launch the t#sJserver!e8e #ile to begin the installation!

2! 4n the license terms dialog bo8% acce t the license terms and then choose Install !o"! I# you &ant to install Team (oundation 'erver to a s eci#ic location in the #ile system% choose the bro&se button =?> ne8t to the de#ault install location! To 'ac( up the encr4ption (e4 *or reporting services 1! 7aunch 2e orting 'ervices Con#iguration ?anager! (or e8am le% on )indo&s 'erver 200; 22% you &ould choose Start6 2ll %rograms6 0icroso*t S#$ Server6 Con*iguration Tools% and then choose Reporting Services Con*iguration 0anager! The 2e orting 'ervices Con#iguration Connection dialog bo8 o ens! 2! ' eci#y the name o# the re ort server you used &ith the revious version o# T(' and then choose Connect! <! In the navigation bar on the le#t side% choose +ncr4ption 7e4s% and then choose :ac(up! The Encry tion Fey In#ormation dialog bo8 o ens! D! In File $ocation% s eci#y the location &here you &ant to store a co y o# this $ey! Consider storing this $ey on the ne& hard&are% so that it:s easily accessible &hen you restore the 2e orting 'ervices databases! -! In %ass"ord% s eci#y a ass&ord #or the #ile!

5on:t #orget the ass&ordM 9ou:ll need it later on to restore the 2e orting 'ervices databases! C! In Con*irm %ass"ord% s eci#y the ass&ord #or the #ile again! =! Choose .7! To 'ac( up 4our data'ases 1! 7aunch T(',ac$u !e8e! The T(',ac$u !e8e tool is in the Tools #older &here you installed Team (oundation 'erver!The de#ault location is C*HProgram (ilesH?icroso#t Team (oundation 'erver 11!0HTools! 2! In 'ource '67 'erver Instance% enter the name o# the '67 'erver instance that hosts the T(' databases you &ant to bac$ u and choose Connect! <! In Select data'ases to 'ac(up% choose the databases to bac$ u ! "eed hel K 7ist o# T(' 2010 databases on ?'5"> 7ist o# T(' 200; databases on ?'5"! D! In :ac(up 3ata'ases to% enter the name o# a net&or$ share that is con#igured &ith read0 &rite access #or Everyone% or acce t the de#ault location in the #ile system o# the '67 'erver you connected to in ste 2! !ote* I# you &ant to over&rite bac$u s stored in this net&or$ location% you can choose .ver"rite e,isting data'ase 'ac(ups at this location! -! Choose :ac(up !o"! The ,ac$u tool re orts rogress on each database being bac$ed u ! C! Choose Close!

Restore 4our data

"o& that you:re data is bac$ed u on #rom the old hard&are% you can restore it to the '67 'erver on the ne& hard&are! To restore 4our TFS data 1! 7aunch T('2estore!e8e! The T('2estore!e8e tool is in the Tools #older &here you installed Team (oundation 'erver! The de#ault location is C*HProgram (ilesH?icroso#t Team (oundation 'erver 11!0HTools! 2! In Target S#$ Server Instance% enter the '67 'erver instance you &ill use as the data tier and choose Connect! <! Choose 2dd Share and enter the 1"C ath to the net&or$ share that is con#igured &ith read0&rite access to Everyone &here you stored the bac$u s o# your T(' data! (or e8am le% HHservernameHsharenameH!

I# the bac$u #iles are located on the #ile system o# the server that is running T('2estore!e8e% you can use the dro do&n bo8 to select a local drive! !ote* The service account #or the instance o# '67 'erver you identi#ied at the start o# this rocedure must have read access to this share! D! In the le#t hand navigation ane% choose the net&or$ share or local dis$ you identi#ied in the revious ste ! The T(' 2estore Tool dis lays the database bac$u s stored on the #ile share! -! 'elect the chec$ bo8es #or the databases you &ant to restore to the '67 'erver you identi#ied at the start o# this rocedure! Important* (or 'harePoint% you must only restore the )''JContent database! 5o not restore the )''JAdminContent or )''JCon#ig databases! 9ou &ant the ne& 'harePoint (oundation versions o# these databases% not the ones #rom the revious version o# 'harePoint or #rom a 'harePoint installation running on any other server! C! Choose .ver"rite the e,isting data'ase=s> and then choose Restore! The 5atabase 2estore Tool restores your data and dis lays rogress re orts! =! Choose Close!

Fi, up the report server

To restart the Reporting Services data'ase and restore its encr4ption (e4 1! 7aunch the 2e ort 'erver Con#iguration tool and restore the original re orting database and its encry tion $ey to your ne& instance o# '67 'erver 2e orting 'ervices! (or '67 'erver 200; 22% choose Start6 2ll %rograms6 0icroso*t S#$ Server R26 Con*iguration Tools% and then Reporting Services Con*iguration 0anager! 2! In 2e orting 'ervices Con#iguration Connection% s eci#y the name o# the server &here you installed 2e orting 'ervices #or T(' 2012 and choose Connect! <! 4n the 5atabase age% choose Change 3ata'ase! The 2e ort 'erver 5atabase Con#iguration )i+ard a ears!

D! 4n the Action age% choose Choose an e,isting report server data'ase and then choose !e,t! -! In Server !ame% ty e the name o# the '67 server you used in the T(' 5atabase 2estore Tool to restore your re ort server databases and choose !e,t! Choose Test Connection to test the connection!

C! Choose the re ort server database you restored &ith the T(' 5atabase 2estore Tool and then choose !e,t! I# you haven:t changed the name% the de#ault database name is 2e ort'erver! =! 4n the Credentials age% choose !e,t! ;! 4n the 'ummary age% revie& the in#ormation and then choose !e,t! The &i+ard con#igures the database and dis lays rogress re orts! G! 4n Encry tion Feys age% choose Restore! The 2estore Encry tion Fey &indo& o ens! 10! In File $ocation% s eci#y the location o# the bac$u #ile #or the encry tion $ey! In %ass"ord% s eci#y the ass&ord you used &hen you bac$ed u the encry tion $ey% and then choose .7! The status o# the restoration a ears in Results!

11! 4n the 'cale-out 5e loyment age% choose the revious re ort server #rom the scale-out de loyment status age and choose Remove Server! 12! 4n the 2e ort ?anager 127 age% use the hy erlin$ in 127 to launch the 2e ort ?anager site! The re ort manager site a ears! 9our re ort server has been restored!

1<! Choose +,it to close 2e orting 'ervices Con#iguration ?anager!

Fi, up the Share%oint Server

To run the STS230 command line tool *or Share%oint 1! 4 en a Command Prom t as an administrator on the ne& hard&are that is running 'harePoint (oundation! 2! Change directories to this location* Drive:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\bin\ )here Drive is the drive letter! <! In the command rom t% ty e the #ollo&ing command* stsadm exe !o addcontentdb !"rl htt#:$$WSSServer%ame$sites !databasename contentdatabase !databaseserver S&'Server%ame

)here* WSSServer%ame is the name o# the 'harePoint server> contentdatabase is the name o# the content database> S&'Server%ame is the name o# the '67 'erver that hosts the content database! D! In the command rom t% ty e the #ollo&ing command* stsadm exe !o add#ermission#olic( !"rl htt#:$$WSSServer%ame !"serlogin Domain\)ser%ame !#ermissionlevel *f"ll control* )here* WSSServer%ame is the name o# the 'harePoint server> Domain\)ser%ame is the user name and domain o# the account used to run the T(' 'harePoint con#iguration &i+ard and install 'harePoint!

Five: run TFS upgrade "i@ard

2un the Team (oundation 'erver install #rom the roduct 5/5 and then use the 1 grade Con#iguration &i+ard to u grade your installation!

5o" to Upgrade TFS

(irst you install T('% then you run the u grade con#iguration &i+ard! I# you moved T(' to ne& hard&are% you have to change the 127 #or T(' a#ter the u grade &i+ard #inishes! Tip* A#ter you install T('% the con#iguration tool a ears automatically! I# #or some reason you don:t see it% you can access it #rom the T(' administration console! 7aunch T(' administration console #rom the 'tart menu! In the admin console% choose A lication Tier% and then choose Con#igure Installed (eatures!

Required %ermissions
To er#orm this rocedure% you must be a member o# the 2dministrators security grou on )indo&s server! I# you:re using the basic u grade ath% these are the only ermissions you need! I# you lan to con#igure re orting% you must also be a member o# the 2dministrators security grou on the server that is running '67 'erver 2e orting 'ervices! I# you lan to con#igure 'harePoint Products% you must be a member o# the Farm 2dministrators grou on the 'harePoint Products administration site! I# you did not install the 5atabase Engine that &ill host the con#iguration database or a database administrator manages the instance o# '67 'erver that you are using% you must be a member o# s4sadmin Server role in '67 'erver!

Uninstall the previous version o* TFS =i* necessar4>1

1se Control Panel to com letely uninstall the revious version o# Team (oundation 'erver!

Tip* I# youEre u grading #rom a rerelease version o# T(' 2012% you donEt have to uninstall the old version o# T('! 9ou can s$i this ste !

Install TFS 2012 and run the upgrade "i@ard

To run the TFS installer on the ne" hard"are 1! Insert the Team (oundation 'erver 5/5 in the drive and launch the t#sJserver!e8e #ile!

2! 4n the license terms dialog bo8% acce t the license terms and then choose Install !o"! I# you &ant to install Team (oundation 'erver to a s eci#ic location in the #ile system% choose the bro&se button =?> ne8t to the de#ault install location! To run the TFS con*iguration "i@ard 1! In the Team (oundation 'erver Con#iguration tool% choose 1 grade% and then choose Start &i@ard!

The Team (oundation 'erver 1 grade &i+ard a 2! 2ead the )elcome screen and choose !e,t!

ears!

<! Ty e the name o# the '67 'erver instance that hosts the data #rom an earlier version o# Team (oundation 'erver% and choose $ist 2vaila'le 3ata'ases! The &i+ard lists de loyments o# Team (oundation 'erver that you can u grade! I# multi le de loyments are listed% choose the one that you &ant to u grade! D! 'elect the :4 chec(ing this 'o,6 I con*irm that I have a current 'ac(up chec$ bo8% and then choose !e,t! I# you need to do a bac$u % you can choose Clic( here to launch the 3ata'ase :ac(up Tool% #ollo& the ste s belo&% then continue &ith the T(' u grade &i+ard! The T(' 5atabase ,ac$u Tool dis lays the databases it #inds on the '67 'erver instance s eci#ied in '67 'erver Instance! A! In Select data'ases to 'ac(up% choose the databases to bac$ u ! "eed hel K 7ist o# T(' 2010 databases on ?'5"> 7ist o# T(' 200; databases on ?'5"! ,! In :ac(up 3ata'ases to% acce t the de#ault location or enter another! !ote* I# you &ant to over&rite bac$u s stored in this net&or$ location% you can choose .ver"rite e,isting data'ase 'ac(ups at this location! C! Choose :ac(up !o"!

The ,ac$u tool re orts rogress on each database being bac$ed u ! 5! Choose Close! -! Choose Use a s4stem account to use "et&or$ 'ervice as the service account #or T('!

I# you use a user account% you must ty e its ass&ord! To test the user account and ass&ord combination% you can choose Test! C! 1nder Authentication ?ethod% choose !T$0 or !egotiate =7er'eros>% and then choose !e,t! I# you choose !T$0% "T7? authentication is used! This o tion is the de#ault setting! I# you choose "egotiate AFerberosB% Ferberos authentication is attem ted #irst! I# that authentication #ails% "T7? authentication is used! =! I# you:re u grading #rom T(' 200;% you can s eci#y a %ort or /irtual 3irector4 or you can acce t the de#ault values! I# you:re u grading #rom any other version o# T('% you must s$i to the ne8t ste ! 4n client o erating systems% you must s$i to ste 10! 9ou cannot con#igure 'harePoint Products or the re orting #eature o# Team (oundation 'erver on a client o erating system! ;! 'elect the Con*igure Reporting *or use "ith Team Foundation Server chec$ bo8 to use re orting and then choose !e,t!

2! Enter the name o# the server that is running '67 'erver 2e orting 'ervices in 2e orting 'ervices Instance and choose %opulate UR$s!

The 127s #or the re ort server and its management site a #or 2e ort 'erver 127 and 2e ort ?anager 127!

ear in the dro -do&n lists ear in the

:! ?a$e sure the 127s that you &ant to use #or Team (oundation 'erver a dro -do&n lists and then choose !e,t!

C! I# you:re u grading #rom T(' 200;% s$i to the ne8t ste ! 4ther&ise% ty e the name o# the server that is running the 5atabase Engine and (ull-Te8t 'earch to host the &arehouse database% and then choose $ist 2vaila'le 3ata'ases!

The &i+ard lists available &arehouse databases that you can u grade! Choose the database that you &ant to u grade% and then choose !e,t! 9ou can choose Test to test the connection to '67 'erver! 3! Enter the name o# the server that is running '67 'erver Analysis 'ervices in '67 Analysis 'ervices Instance and choose !e,t! To test the connection to '67 'erver% you choose Test! +! Enter the name and the ass&ord o# the re ort reader account and choose !e,t!

I# you s eci#ied a user account #or the service account o# Team (oundation 'erver in ste - and you &ant to use a di##erent account in this ste % you must select the Use a di**erent account than the Team Foundation Server service account *or the Reporting Services report reader account chec$ bo8! Choose Test to test the user account and ass&ord combination! G! 'elect the Con#igure 'harePoint #or use &ith Team (oundation 'erver chec$ bo8 to con#igure 'harePoint Products and choose "e8t!

4n the 'harePoint Products 'ettings age% choose one o# the #ollo&ing o toins* E Use current Share%oint settings to retain your settings #or 'harePoint Products% and then choose !e,t! 9ou ty ically use this o tion to continue to use the e8isting ortal% &hich must have the ne& T(' e8tensions #or 'harePoint installed and con#igured! I# your old ortal is on the server you are u grading% the ne& e8tensions are con#igured automatically! E Use an e,isting server *arm *or Share%oint% enter the 127 #or the 'harePoint &eb a lication and the 'harePoint Administration site% and then choose !e,t! To test the connection to each o# these 127s% you can choose Test! 9ou ty ically use this o tion to migrate to a ne& ortal% &hich must contain your migrated data #or 'harePoint Products! 10! I# you:re u grading #rom T(' 200;% acce t the de#ault values #or roject collection name and descri tion or o tionally enter a ne& name and descri tion and then choose !e,t! I# you:re u grading #rom any other version o# the roduct% s$i to the ne8t ste ! 11! 4n the 2evie& age% revie& your settings% and choose !e,t! The &i+ard validates your con#iguration! 12! Choose Con*igure! The &i+ard a lies con#iguration settings!

1<! Choose !e,t! 9our data is u graded> Progress re orts a com onent! 1D! Choose !e,t! 1-! 2ead the #inal summary screen% and then choose Close t&ice> once in the &i+ard and then again in the con#iguration tool! !ote* I# the u grade #ails% see the detailed log #iles by choosing Clic$ here to o en a com lete log on the summary screen! A#ter you resolve any outstanding issues that are identi#ied in the log #ile% you can resume the u grade by using the Team (oundation Administration Console! 4n the 'tatus tab in Team Project Collections% choose Create Collection% and then choose Rerun -o'! ear and sho& the status o# each

Update the UR$ *or TFS

I# you used the advanced u grade ath% you moved T(' to ne& hard&are and no& you must u date the server 127 on the T(' a lication tier and in the T(' e8tensions #or 'harePoint! I# you used the standard or basic u grade aths% you can ignore both o# these rocedures! To update the UR$ *or TFS on the TFS application tier 1! 4n the T(' a lication tier% o en the administration console #or Team (oundation 'erver!

2! In the navigation bar% choose 2pplication Tier% and then clic$ Change UR$s! The Change 127s &indo& o ens! <! In !oti*ication UR$% ty e the 127 #or the ne& a .7! lication-tier server% and then choose

To update the UR$ *or TFS application tier in the TFS +,tensions *or Share%oint 1! 4n the server running 'harePoint% o en the administration console #or Team (oundation 'erver! 2! In the navigation bar% choose +,tensions *or Share%oint %roducts% select the 'harePoint )eb A lication and then choose 0odi*4 access! The Change 127s &indo& o ens! <! In 127 #or Team (oundation 'erver% ty e the 127 #or the ne& a then choose .7! lication-tier server% and

Upgrade 2utomated :uilds

A#ter you u grade the a lication tier% you might &ant to install the ne& build service! 9ou can:t use the T(' 2010 build service &ith Team (oundation 'erver 2012% but you can install the ne& build service side-by-side on the same server as the T(' 2010 build service!

.ne: 3ou'le Chec( Requirements

/eri#y that the o erating system and hard&are meet the re3uirements #or Team (oundation ,uild 'ervice! "e& #or this version o# T('% the build service re3uires a CD-bit server% i# you use a server o erating system! 9ou can also use )indo&s = or )indo&s ; client o erating systems! /ista is no longer su orted! I# your team is building )indo&s a s% you:ll need to install the build service on )indo&s ;! ,y de#ault% Team (oundation ,uild 'ervice uses "et&or$ 'ervice #or its service account! There:s more in#ormation on ?'5"* 'ystem 2e3uirements #or Team (oundation ,uild 'ervice% Accounts 2e3uired #or Installation o# Team (oundation 'erver% and ,uild and Test a )indo&s A 1sing Team (oundation ,uild!

T"o: Install the :uild Service

2un the Team (oundation 'erver install #rom the roduct 5/5 and then use the build service con#iguration &i+ard to con#igure your installation! This &i+ard installs and con#igures Team (oundation ,uild 'ervice!

5o" to run the TFS :uild "i@ard

(irst you install the build service% then you run its con#iguration &i+ard! This rocedure assumes you:re installing the ne& build service on a dedicated build machine &hich also hosts the T(' 2010 build service% but this is not a re3uirement! 9ou can install the T(' 2012 build service &herever you li$e!

4nce you have the ne& build service installed% you can continue to build your so#t&are rojects &ith your e8isting build de#initions and rocess tem lates% or you can create ne& de#initions using the ne& de#ault tem late% &hich allo&s you to ta$e advantage o# ne& build #eatures! There:s more in#ormation on ?'5"* 1se 7egacy ,uild Processes% 5e#ine a ,uild Process that is ,ased on the 5e#ault Tem late% and )hatEs "e& in Team (oundation ,uild! Tip* I# you:ve already installed T(' on the machine &here you lan to run the ne& build service% then the build service is already installed% and you can s$i the #irst rocedure! To access the build con#iguration &i+ard% launch Team (oundation 'erver Administration Console% choose ,uild Con#iguration and then choose Con#igure Installed (eatures!

Required %ermissions
To er#orm these rocedure% you must be a member o# the 2dministrators security grou on )indo&s 'erver! To run the build con#iguration &i+ard% you must be a member o# the %ro-ect Collection 2dministrators grou on T('!

To run the TFS installer on the ne" hard"are This installs Team (oundation 'erver and all its com onents Aincluding the build serviceB on your #ile system% but you only need to con#igure the build service! 9ou don:t have to con#igure any o# com onents you don:t need running on this machine A#or e8am le% T('B! 1! Insert the Team (oundation 'erver 5/5 in the drive and launch the t#sJserver!e8e #ile !

2! 4n the license terms dialog bo8% acce t the license terms and then choose Install !o"! I# you &ant to install Team (oundation 'erver to a s eci#ic location in the #ile system% choose the bro&se button =?> ne8t to the de#ault install location! To run the TFS 'uild con*iguration "i@ard 1! Choose Con*igure Team Foundation :uild Service% and then choose Start &i@ard! The ,uild 'ervice Con#iguration &i+ard a ears!

2! 2ead the )elcome screen% and then choose !e,t! <! Choose :ro"se% enter the name o# the u graded T(' 2012 server% and then choose the team roject collection to &hich you &ant this build controller to connect! D! Choose !e,t! -! Per#orm one o# the #ollo&ing ste s% and then choose !e,t* N Choose Use the de*ault setting and s eci#y the number o# build agents! This o tion only a ears i# there are no other build machines attached to the team roject collection!

I# you installed Team (oundation ,uild 'ervice on the same server as Team (oundation 'erver% the de#ault setting #or !um'er o* 'uild agents to run on this 'uild machine is 1 =recommended>! N Choose Scale out 'uild services% to run concurrent builds across multi le machines! I# you choose this o tion% you have to s eci#y the number o# build agents #or this machine and then add them to a ne& or e8isting build controller! This o tion only a ears i# there are other build machines attached to the team roject collection! I# you installed Team (oundation ,uild 'ervice on its o&n server% the de#ault setting #or "umber o# build agents to run on this build machine is e3ual to the number o# rocessor cores on this server! N 5on:t choose Replace an e,isting 'uild machine or Con*igure later% as these o tions enable you to re lace a build machine or s$i this con#iguration! C! 1nder Run Team Foundation :uild Service as% choose Use a s4stem account% and then choose "T AuthorityH"et&or$ 'ervice! I# you choose Use a user account % you must enter a domain or local account name and ass&ord! To test the user account and ass&ord% choose Test! "et&or$ 'ervice is the de#ault value #or the service account #or the build service! =! Choose !e,t! ;! 2evie& the in#ormation and then choose !e,t! The &i+ard validates your con#iguration! Tip* I# you get a &arning that ort G1G1 is already in use% you can sa#ely ignore it! The revious version o# the build service is using this ort% but &ill share it &ith this version o# the build service! G! Choose Con*igure! The &i+ard a 10! Choose !e,t! 11! Choose Close t&ice% once in the &i+ard and then again in the con#iguration tool! The Team (oundation 'erver Administration Console a ears! lies con#iguration settings!

2dd !e" Features to Team %ro-ects

9ou can also use a &i+ard to add ne& #eatures to your T(' 2010 team rojects!

'o #ar% you:ve been u grading the server! That:s great! ,ut no& it:s time to u grade some or all o# the rojects created on that server% i# you &ant any o# those rojects to have the ne& #eatures available in Team (oundation 'erver AT('B 2012! 9ou might &ant to do this as the server administrator% or you might &ant to have an administrator #or the roject er#orm this tas$! )hen you u grade a roject using the Con#igure (eatures &i+ard% your user account is automatically added to the de#ault team created as art o# u grading the roject as an administrator #or that team! That:s handy i# you:re the roject administrator> not necessarily so handy i# you:re the server admin &ho &ill never loo$ at that roject again! And i# you have a lot o# rojects to u grade% it might ma$e more sense to share the tas$ out to the eo le &ho &ill be &or$ing in those rojects on a daily basis! It:s u to you to decide &ho &ill do this &or$!

5o" to run the Con*igure Features "i@ard

The Con#igure (eatures &i+ard hel s you add #eatures to your re-e8isting rojects created in T(' 2010! It cannot be used on rojects created &ith earlier versions o# T('! I# you have not customi+ed your T(' 2010 team roject% or only slightly customi+ed it% the &i+ard can add #eatures automatically #or you! I# you have customi+ed your team roject or rocess tem lates e8tensively% you &ill robably not be able to use the &i+ard! 9ou can use the &i+ard to* 2nal4@e pro-ects to determine i# they can be automatically u dated &ith available #eatures 2utomaticall4 con*igure these pro-ects &ith those #eatures% such as revie&% #eedbac$% and lanning tools

The &i+ard rovides in#ormation about your roject and the changes it &ill ma$e in each ste ! 5e ending on ho& much you have customi+ed your team roject% you might need to choose bet&een rocess tem lates! In some cases% no automatic con#iguration is ossible% and you must manually ma$e the changes re3uired to enable the #eatures you &ant! 1nless you have heavily customi+ed your roject or tem lates% ho&ever% the &i+ard &ill be able to u grade your roject #or you% roviding you access to all the neat ne& #eatures #or this release% such as* Team and Team %age* 4rgani+e &or$ by teams and use the team home age as a convenient &ay to navigate &or$ in Team )eb Access Code Revie"* Initiate and trac$ code revie& re3uests and res onses! Feed'ac(* Initiate #eedbac$ re3uests and trac$ #eedbac$ res onses! Even though this #eature set &ill be enabled% users &ill not be able to see or use it unless they have (ull ermissions in Team )eb Access! (or more in#ormation on ?'5"% see (eatures Accessed Through )eb Permissions! 04 &or(* 4rgani+e u coming% ongoing% and sus ended &or$! %lanning Tools* ?anage the roduct bac$log and lan and run s rints using the bac$log age% iteration ages% ca acity setting% and tas$ board age! As &ith the (eedbac$ #eature set% even though all lanning tools &ill be enabled% your users &ill only be able to see and use the set that they have ermissions #or! (or more in#ormation on ?'5"% see (eatures Accessed Through )eb Permissions! Stor4'oard $in(ing* Access the latest version o# storyboards by lin$ing them to &or$ items! 5idden T4pes Categor4* ' eci#y the set o# &or$ item ty es that users should create through a #orm or tool% and not manually! ,y de#ault this includes Code 2evie& 2e3uest and Code 2evie& 2es onse% (eedbac$ 2e3uest and (eedbac$ 2es onse% and 'hared 'te s!

Required %ermissions
9ou must be at least a member o# the Project Administrators grou to con#igure #eatures #or a roject% or have the e3uivalent ermissions! Team (oundation Collection administrators and Team (oundation Administrators can do this too% but as mentioned above% the user account o# the erson running the &i+ard &ill be automatically added to the de#ault team% so to save time and avoid con#usion% it might ma$e more sense #or a roject admin to run this tool! 2egular roject members can:t use the Con#igure (eatures &i+ard! To run the Con*igure Features "i@ard 1! 4 en Team )eb Access and choose the team roject you &ant to u date! AI# you:re not sure ho& to o en a roject in Team )eb Access% it:s easy> just o en a &eb bro&ser and navigate to the 127 o# your team roject% using the htt *00'erver"ame*Port0t#s0Collection"ame0Project"ame #ormat!B

2! Choose the (eatures!

gear icon to o en the administration age% and then choose Con#igure

I# Con*igure Features doesn:t a ear% either your roject has already been u dated &ith all #eatures available% or else you don:t have the re3uired ermissions to con#igure #eatures! Assuming there are #eatures to con#igure and you have the right ermissions% the Con#igure (eatures &i+ard o ens and lists those #eatures not yet con#igured #or your team roject*

<! Choose /eri*4 to determine i# the listed #eatures can be con#igured automatically #or your roject! D! A#ter the veri#ication rocess com letes% choose #rom one o# these o tions% de ending on &hat the &i+ard returns* Con*igure* to roceed &ith the automatic u date% disregarding any e8ce tions listed! Cancel* to close the &i+ard as you &ant to u date a customi+ed rocess tem late or manually u date the team roject!

Choose a process template to continue* i# you are as$ed to choose bet&een t&o or more otential matches% to ic$ the rocess tem late that best matches the tem late used to create your team roject% and then roceed &ith the con#iguration rocess! Close* to close the &i+ard as it cannot er#orm an automatic u date! 9ou must manually u date your team roject as it has been customi+ed beyond &hat the &i+ard can handle% or you created your team roject using a rocess tem late that the &i+ard doesn:t recogni+e! A success#ul u date &ill return a success message!

I# the &i+ard doesn:t succeed% you &ill receive an error message! It:s u to you at that oint to manually resolve any errors and com lete the u date! (or more in#ormation on ?'5"% see 1 date a Customi+ed Process Tem late to Access "e& (eatures% and 1 date an 1 graded Team Project to Access "e& (eatures Amanual u datesB! In most cases% congratulations% you:ve enabled #eatures #or your u graded team roject! "o& you need to veri#y that the changes &or$ed and add team members to your team as needed!

@o&ever% i# you:re using the Agile rocess tem late% or you &ant access to add the shared 3ueries #eature to your team roject% there:s still a little more &or$ to do be#ore continuing to the ne8t ste ! (or more in#ormation on ?'5"% see 1 date the )or$#lo& #or Agile Team Projects and Add "e& 6ueries!

5o" to veri*4 access to !e" Features

A#ter you have run the Con#igure (eatures &i+ard% you or a team member should veri#y that the ne& #eatures a ear as e8 ected!

Required %ermissions:
)e:ll &al$ you through the ste s #or you to veri#y availability o# these #eatures* N The Tas( :oard and the Stor4'oard ta'! To veri#y that these #eatures a ear in Team )eb Access AT)AB% you must be a member o# one o# the #ollo&ing grou s* Team (oundation Administrators% Project Collection Administrators% or Project Administrators o# the team roject! N The %roduct :ac(log and Iteration :ac(log pages and the Feed'ac( Request *orm! These #eatures re3uire you to be added to the (ull grou #or )eb Access Permissions! Important* To access the (ull set o# #eatures% users must be licensed #or one o# the #ollo&ing ?'5" subscri tions* /isual 'tudio Test Pro#essional &ith ?'5"% /isual 'tudio Premium &ith ?'5"% or /isual 'tudio 1ltimate &ith ?'5"! Each o# these ?'5" subscri tions includes a T(' CA7 #or the subscriber! (or more in#ormation on ?'5"% see (eatures Accessed Through )eb Permissions! To add users to the (ull grou o# )eb Access Permissions% you must be a member o# the Team (oundation Administrators grou ! 1nless you are a member o# that grou % you &ill not be able to vie& the &eb access tab or ma$e any changes! N The Code Revie" *eature! To veri#y availability to re3uest code revie&s% you must be a member o# the team roject and have installed either /isual 'tudio Premium 2012 or /isual 'tudio 1ltimate 2012! Important* I# you encounter a roblem in any o# these ste s% chec$ i# there is an ans&er in the Team (oundation 'erver 'etu #orum or the Team )eb Access #orum!

/eri*4 access to the Tas( :oard page and the Stor4'oards ta'
To veri*4 that the home page appears as e,pected 1! 4 en Team )eb Access AT)AB and then connect to your team roject using a 127 that has the #ollo&ing #ormat! I# T)A is already o en% then re#resh your bro&ser to re#resh the cache! htt *00?y'erver*;0;00t#s0TeamProjectCollection"ame0?yProject

2! /eri#y that the 2ctivities list on the right side o# the 5ome age a

ears as sho&n*

To add Team 0em'ers and Set up Iterations The u grade o# Team (oundation 'erver AT('B created a de#ault team #or your team roject% named O9our Project "ame Team%P but did not add any members to it! 1! (rom the 5ome age% under 0em'ers% choose the 0anage all mem'ers lin$% and add yoursel# to the team! Also% add a T(' grou % )indo&s grou % or other members that belong to this team!

2! 1nder 2dministration% choose the Con*igure schedule and iterations lin$! <! 'elect the chec$bo8 #or the iteration that you &ant to s eci#y as current! (or e8am le% select the chec$bo8 ne8t to Iteration 1% and then choose the Set dates lin$ #or that iteration!

D! ' eci#y the dates #or the current iteration! ' eci#y dates &hich &ill include today:s date &ithin the Start 3ate and +nd 3ate!

The tas$ board only sho&s &or$ items that are assigned to the current iteration% &hich is de#ined as that iteration &hose dates include the current date! (or more in#ormation on ?'5"% see 5e#ine Team Areas and Iterations! To veri*4 that the Stor4'oards ta' and Tas( :oard appear 1! (rom the 5ome age% choose the button that corres onds to your bac$log or re3uirements category% de ending on your rocess tem late! (or e8am le% choose #rom one o# the #ollo&ing buttons*

2! ' eci#y a Title and any other re3uired #ields! <! Choose the Stor4'oards tab and veri#y that it a ears as sho&n!

D! 'elect the current iteration in the Iteration #ield!

-! Choose Save and Close! C! Choose the /ie" 'oard lin$% and veri#y that the Tas( :oard age a &or$ item that you just created! ears and dis lays the

9ou see only those bac$log items that are assigned to the current iteration% and any tas$s that have been lin$ed to those items! =! Choose the add tas$ icon!

;! (ill in the &or$ item #orm% and then choose Save and Close!

/eri*4 access to the :ac(log page and Request *eed'ac( tool

To access the ,ac$log age and the 2e3uest (eedbac$ tool% you must be added to the Full grou to &e' 2ccess %ermissions! I# you are a member o# the Team Foundation

2dministrators grou % go ahead and er#orm the #ollo&ing ste s! 4ther&ise% as$ a T(' admin to add you to the (ull grou ! To add Team 0em'ers to the Full Group 1! To access the administration mode% choose the gear icon!

2! Choose Control %anel!

<! Choose &e' 2ccess% and then choose Full!

D! Choose 2dd6 2dd &indo"s user or group% and then add yoursel# to the Full grou ! -! A4 tionalB Add a team member &ho meets the license re3uirements to the (ull grou ! To veri*4 access to the :ac(log page

1! 2eturn to the 5ome age o# T)A% and then re#resh your bro&ser! 2! /eri#y that the 2ctivities list a ears li$e this*

<! Choose /ie" 'ac(log% and then veri#y that the %roduct :ac(log age a the one sho&n in this e8am le*

ears similar to

The T4pe o# bac$log item sho&n &ill di##er de ending on the rocess tem late used to create your team roject! D! Ty e an entry into the Title #ield #or a bac$log item and choose the 2dd button! 9our entry is added to the bottom o# the list! -! A4 tionalB To remove the items that you added #or veri#ication ur oses% o en each item that you created and change the State to Closed or 3one! To veri*4 access to Request Feed'ac( 1! Choose the 5ome tab!

2! Choose the Request *eed'ac( lin$! The (eedbac$ 2e3uest #orm a

ears as sho&n!

3id 4ou get an error message)

I# error message T(D002CD a ears A ictured belo&B% you:ll need to con#igure an '?TP server to continue! (or more in#ormation on ?'5"% see Con#igure Email "oti#ications and ' eci#y the '?TP 'erver!

To veri*4 access to the Code Revie" Feature 9ou can re3uest a code revie& only #rom the ?y )or$ age o# Team E8 lorer! This age a ears only i# you install /isual 'tudio Premium 2012 or /isual 'tudio 1ltimate 2012! Also% you &ill need to have some code that you have added or u dated in order #or the Request Revie" lin$ to become active! 1! 4 en Team E8 lorer #rom /' Premium or /' 1ltimate! I# Team E8 lorer is already o en% then choose the Re*resh icon to re#resh the cache!

2! Choose 04 &or(! 9ou should see the 2e3uest 2evie& lin$ as sho&n*

<! Chec$ out some code% modi#y it% and then veri#y that you can choose the Request Revie" lin$!

(or more in#ormation on ?'5"% see 5ay in the 7i#e o# an A7? 5evelo er* 'us end )or$% (i8 a ,ug% and Conduct a Code 2evie&!

&hat !e,t) $ast steps

)ith the veri#y rocess com leted% your team can get started using all the ne& #eatures! 9ou can learn about them #rom these to ics on ?'5"* Agile Planning and Iterations Engage 'ta$eholders through Continuous (eedbac$ 5ay in the 7i#e o# an A7? 5evelo er* 'us end )or$% (i8 a ,ug% and Conduct a Code 2evie&

Update the &or(*lo" *or 2gile Team %ro-ects

To get the best e8 erience using the Agile lanning tools and tas$ board% you &ill &ant to manually u date the &or$#lo& de#initions #or the user story and tas$ &or$ item ty es! I# you don:t u date the &or$#lo&% then the tas$ board rovides only t&o states% 2ctive and Closed% &hich doesn:t rovide insight into rogress your team ma$es during a s rint! 9ou only need to er#orm this ste i# your team roject is based on an Agile rocess tem late! (or more in#ormation on ?'5"% see 1 date the )or$#lo& #or Agile Team Projects! To learn more Con#iguration Changes ?ade to Add "e& (eatures Changes ?ade to Team Projects and 5e#ault Process Tem lates 5uring 1 grade o# Team (oundation 'erver

Contact
htt *00elhajj!&ord ress!com Please visit us online #or in#ormation on #uture titles! 2'out the author

Tim Elhajj is a &riter in ?icroso#t:s 5evelo er 5ivision! @e currently &or$s on Team (oundation 'erver and A7? roducts! @e has also &or$ed on the )indo&s 'erver roduct! @e lives in )ashington 'tate &ith his &i#e% t&o high-school $ids% random chic$ens% and a bunch o# com uters! @e graduated s"mma c"m la"de #rom @unter College:s 'chool o# Arts and 'ciences in midto&n ?anhattan! 'ince moving )est% he:s &or$ed at com anies small and large* 4ne com any made so#t&are that ran in 54'% others rovided ublic record retrieval or cor orate e8 ense accounting services! @e:s done his time in the contract agency trenches% and he:s &or$ed #or big% recogni+able com anies li$e 2eal"et&or$s and ?icroso#t! @e currently holds the ?C'E and ?C'A!