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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This page tells you how to upgrade an existing installation of the Confluence SharePoint Connector to the latest version of the connector, assuming you are using Microsoft SharePoint 2010.

Please check that this is the right guide for you.

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Instructions in this guide assume the following:

  • You are upgrading an existing installation of the SharePoint Connector. (If you have not previously installed the connector, please follow the installation guide instead.)
  • You are upgrading the SharePoint Connector on Microsoft SharePoint 2010. (If you are using SharePoint 2007, please follow the guide to upgrading the connector on SharePoint 2007.)
  • You are upgrading from SharePoint Connector 1.1.1. (If you are upgrading from an earlier version of the connector, your experience may be slightly different. Please contact Atlassian support for assistance if you need it.)

On this page:

Step 1: Plan your Upgrade of Microsoft SharePoint

Read the Microsoft TechNet guide on upgrading to SharePoint Server 2010 and plan your approach to upgrading from Microsoft Office SharePoint Server 2007 to Microsoft SharePoint Server 2010.

Step 2: Read the SharePoint Connector Release Notes and Upgrade Notes

Please read the SharePoint Connector release notes and accompanying upgrade notes for any versions you are skipping as well as the version you are upgrading to. Pay particular attention to the upgrade notes and make a note to perform any of the additional steps described there:

(info) For example, if you are upgrading from version 1.0 to version 1.2 of the connector, skipping version 1.1, then you will need to perform the steps described in the SharePoint Connector 1.1 Upgrade Notes.

Step 3: Run the SharePoint Pre-Upgrade Checks

Follow the Microsoft TechNet guide to perform the required pre-upgrade steps.

Step 4: 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 showing the '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 5. Upgrade your SharePoint Server to SharePoint 2010

Upgrade your SharePoint farm to SharePoint 2010 by following one of the upgrade methods supported by Microsoft. You will find a full list of supported upgrade methods in the TechNet article on determining your upgrade approach.

Step 6: Upgrade the SharePoint Connector Feature in SharePoint

After you have completed the SharePoint 2010 upgrade and run the SharePoint 2010 Products Configuration Wizard, you should proceed with upgrading the Confluence components to the SharePoint 2010 compatible version.

  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.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 7. Re-Apply the Confluence Settings in SharePoint

New hardware?

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This step is necessary if you have moved your SharePoint server to new hardware, that is, if you performed a 'database attach upgrade' of your SharePoint server as described in the TechNet article. The encryption of the Confluence password is based on the SharePoint machine key. You will need to re-apply the settings to re-encrypt the password.

Follow the instructions to configure the Confluence administrative settings in SharePoint.

Step 8. Run the SharePoint Visual Upgrade

Run the SharePoint Visual Upgrade feature as described in the Microsoft TechNet article to upgrade to the new user interface.

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.

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