This documentation relates to SharePoint Connector 1.8
If you are using an earlier version, please view the previous versions of the SharePoint Connector documentation and select the relevant version.

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Below are some important notes on upgrading to SharePoint Connector 1.1 from an earlier version of the connector. For details of the new features and improvements in this release, please read the SharePoint Connector 1.1 Release Notes.

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Instructions in this guide assume that you are upgrading from SharePoint Connector 1.0.7. If you are upgrading from an earlier version, your experience may be slightly different. Please contact Atlassian support for assistance if you need it.

On this page:

Upgrade Notes

Minimum Requirement is Confluence 2.8.0 or Later

With the release of version 1.1, the SharePoint Connector no longer supports Confluence 2.7.x. The minimum requirement is Confluence 2.8.0 or later.

Good To Know: Configuration Settings Survive the Upgrade

The configuration settings applied to both Confluence and SharePoint during the installation of previous versions of the SharePoint Connector will remain untouched and will continue to apply to the new version of the Connector once you have installed it. :-)

Upgrade Procedure

Step 1: Move to the New Federated Search

You need MOSS. (WSS is not enough.)

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Only Microsoft Office SharePoint Server ('MOSS') supports the new federated search. Plain Windows SharePoint Services ('WSS') does not support federated search. Please go to step 2 if you do not plan to enable the new search feature.

If you would like to enable the new federated search feature, you will need to uninstall the crawled search feature installed by previous versions of the SharePoint Connector. Otherwise your search results will contain duplicate entries from Confluence.

Step 1.1: Remove the Old Crawled Search

  1. Start the Windows SharePoint Services Administration Service.
  2. Run Setup_Search.exe from the previous SharePoint Connector version's installation package.
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    Setup_Search.exe is no longer included in the SharePoint Connector installer from version 1.1 onwards. If you need to get a fresh copy of the installer, you can download it from the Atlassian download site.

  3. When prompted, select the 'Remove' option to uninstall the feature from your SharePoint server. Wait for the uninstall to complete.
  4. Open your SharePoint Central Administration site and open the page for the Shared Services Provider (e.g. 'SharedServices1') that hosts the Confluence crawled search index.
  5. Delete the crawl rule for your Confluence instance.
  6. Delete the search scope for your Confluence instance.
  7. Delete the content source for your Confluence instance. (You may need to stop any in-progress crawls first, which could take several minutes to stop.)
  8. Select the 'reset all crawled content' action.
  9. Perform a test search to ensure that Confluence entries no longer appear in your search results.

Step 1.2: Check your SharePoint Updates and Upgrade SharePoint if Necessary

The new federated search feature in SharePoint Connector 1.1 relies on new functionality in SharePoint. At least one of the following updates to SharePoint must be installed on your MOSS Server(s):

We recommend Service Pack 2, which is the most recent update. If you need to install one of these updates, you should schedule this upgrade of SharePoint before proceeding with the SharePoint Connector 1.1 installation.

Step 1.3: Install OpenSearch Plugin into Confluence

  1. Install the Atlassian-supported OpenSearch plugin on the Confluence instance, if not already installed. You can install this plugin via your Confluence Plugin Repository.

Step 2: Upgrade the SharePoint Connector Plugin in Confluence

  1. Upgrade the SharePoint Connector plugin via the Confluence Plugin Repository:
    • Go to the Confluence 'Administration Console'. To do this:
      • Choose the cog icon  at top right of the screen, then choose Confluence Admin.
    • Click 'Plugin Repository' in the 'Configuration' section of the left-hand navigation panel to open the 'Atlassian Plugin Repository' page.
    • Scroll down to the row indicating 'SharePoint Plugin' and click 'Upgrade'.
  2. You may need to restart Confluence after upgrading the Confluence SharePoint Connector plugin.

If you do not see the 'Upgrade' option, please follow these steps instead:

  1. Click 'Plugins' in the 'Configuration' section of the left-hand navigation panel (not 'Plugin Repository').
  2. Select the 'SharePoint Connector for Confluence' plugin.
  3. Click 'Uninstall' to remove the plugin from your Confluence site.
  4. Click 'Plugin Repository' in the 'Configuration' section of the left-hand navigation panel to open the 'Atlassian Plugin Repository' page.
  5. Scroll down to the row for the 'SharePoint Plugin' and click 'Install'.
    (info) Provided you do not restart Confluence after uninstalling the old version of the plugin, you will not lose your configuration settings and SharePoint Connector license details.

Step 3: Upgrade the SharePoint Connector Feature in SharePoint

  1. Download the SharePoint component from the SharePoint Connector download centre.
  2. Extract the contents of the downloaded SharePointConnector zip file and open the SharePoint Installer directory.
  3. Upgrade the SharePoint features by running Setup_WebParts.exe. Select the option to 'Upgrade' the SharePoint Connector. Follow the prompts by selecting 'Next, Next, ..., Finish'.
  4. You may need to restart IIS after upgrading the Sharepoint Connector feature.

Step 4: Set New Configuration Options

Step 4.1: Configure the Federated Search in SharePoint

Required only if using the new federated search

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Please go to step 4.2 if you do not plan to enable the new search feature.

  1. Follow these instructions to configure a new federated search location for Confluence.

Step 4.2: Configure the Alternative Access URL in Confluence

SharePoint Connector 1.1 contains a new configuration option in Confluence that was not available in the previous version. This option allows Confluence to access SharePoint via a secondary URL.

  1. Review the documentation for the alternative access URL.
  2. Apply the setting to your environment if required.

Need help?

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If you encounter a problem during the upgrade, please create a support ticket and one of our support engineers will assist you through the process.

RELATED TOPICS

SharePoint Connector 1.1 Release Notes

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