In most environments there may be a need to do an in place version or edition upgrade for an existing SQL Server installation. Microsoft makes this easy using the Edition Upgrade feature and in this tip we walk through the steps on how to do an upgrade to SQL Server 2008 R2 using this feature.
To upgrade the version or edition of SQL Server, Microsoft offers the Edition Upgrade wizard to do this task. We can find this option in the SQL Server Installation Center under the Maintenance section. The step by step process is outlined below.
Before doing the actual upgrade you should run the Upgrade Advisor to understand the impact on the existing SQL Server edition. If you need to find your current SQL Server version and edition you can refer to this tip.
The SQL Server 2008 R2 Upgrade Advisor is a simple and straightforward tool which will help detect any issues for the upgrade to SQL Server 2008 R2. To understand the features and functionality of this tool, you can refer to this tip "Overview of Microsoft SQL Server 2008 Upgrade Advisor". This tip gives a step by step explanation and covers all related information. The Upgrade Advisor can be downloaded from this page and can be run against SQL Server 2000, 2005 or 2008.
To have a successful upgrade, you need to plan and put together the necessary test cases. The Upgrade Advisor will analyze and provide reports on the database objects, T-SQL scripts and deprecated commands (if there are any), so you can address these prior to the upgrade. Also, since you are doing an in-place upgrade you want to make sure you have everything covered prior to the upgrade.
SQL Server Upgrade Paths
There are several upgrade paths that can be taken and some are straightforward where others have some limitations. For a complete list of upgrade paths refer to these articles:
- SQL Server 2008 R2 Version and Upgrade Path
- SQL Server 2008 Version and Upgrade Path
- SQL Server 2005 Version and Upgrade Path
Edition Upgrade to SQL Server 2008 R2
In my example, I am upgrading from SQL Server 2008 Evaluation edition to SQL Server 2008 R2 Evaluation edition.
After you launch the SQL Server Installation Center go to Maintenance --> Edition Upgrade as shown below.
In the SQL Server 2008 R2 Setup - Setup Support Rules this will detect any system related issues which may occur during the SQL Server setup process. Click OK to proceed.
In the Upgrade the Edition for SQL Server 2008 R2 - Setup Support Rules this will detect any issues which will occur during the SQL Server setup support file installation. Click Next to proceed.
In the Upgrade the Edition for SQL Server 2008 R2 - Product Key this is where you enter the SQL Server product key or use the free edition key as shown below. Click Next to proceed.
In the Upgrade the Edition for SQL Server 2008 R2 - Edition Upgrade Rules this step validates the edition upgrade. Click Next to proceed.
In the Upgrade the Edition for SQL Server 2008 R2 - Ready to upgrade edition this shows details on the edition and the list of components to be upgraded. Click Upgrade to proceed.
In the Upgrade the Edition for SQL Server 2008 R2 - Complete you get a summary log file and upgrade process status message based on the setup installation process. Click Close to complete.
- Prior to the upgrade plan for downtime, because the upgrade process will require the stopping and starting of the SQL Server services.
- Note that just because there are only a few screens that are displayed above the upgrade process takes as much time as a new installation, so plan accordingly.
- If you have the ability, go through a test upgrade on a test server prior to upgrading your production system.
- Before running the upgrade you should have a current backup of all of your user databases, just in case something goes wrong.
- Read the overview of Upgrading to SQL Server 2008 R2 from the MSDN Library.
- Compare Microsoft SQL Server Editions prior to selecting your upgrade path.
- Review SQL Server 2008 R2 Upgrade Technical Reference Guide from Microsoft to understand the upgrade steps.
- Learn about Deprecated Database Engine Features in SQL Server 2008 R2.
- Review other related tips in the Upgrades and Migrations tip category.
Last Update: 2011-10-27
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