Install Sharepoint 2010

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Install SharePoint 2010 -

SampleInstallation and Configuration

This tutorial helps you to install SharePoint 2010. It shows you step-by-step how to setup

requirements like Windows Server 2008 R2 including roles and features, administrative and service

accounts as well as SQL Server 2008 R2. With these requirements installed you are able to deploy

SharePoint 2010.

Publisher: Andreas Glaser Software Engineering GmbH

Version: 1.0

Date: 3/1/2012

Attachments: PowerShell Scripts

Disclaimer

THIS INFORMATION IS PROVIDED AS IS WITHOUT ANY WARRANTY OF ANY KIND.

All trademarks are property of their respective owners.

Copyright 2012


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Table of Contents

1 Overview ....................................................................................................................................5

1.1 Hardware Requirements ......................................................................................................6

1.2 Software Requirements .......................................................................................................6

1.3 Example: Development Environment ...................................................................................6

2 Preparation ................................................................................................................................7

2.1 Service Pack Slipstream Copy ...............................................................................................7

2.2 Best Practices ......................................................................................................................7

3 Windows Server 2008 R2 ............................................................................................................8

3.1 Installation ..........................................................................................................................8

3.2 Updates ...............................................................................................................................8

3.3 Configuration ......................................................................................................................8

3.3.1 Computer Settings .......................................................................................................8

3.3.2 Network Settings .........................................................................................................8

3.3.3 Remote Desktop ..........................................................................................................8

3.3.4 Firewall Settings ...........................................................................................................8

3.3.5 IE Enhanced Security Configuration ..............................................................................8

3.3.6 User Account Control Settings ......................................................................................8

4 Windows Server 2008 R2 - Roles and Features ...........................................................................9

4.1 Active Directory ...................................................................................................................94.2 Application Server and Web Server (IIS) ...............................................................................9

4.3 Pop3 and SMTP ................................................................................................................. 10

4.4 Windows PowerShell Integrated Scripting Environment (ISE) ............................................. 10

5 Administrative and Service Accounts ....................................................................................... 11

5.1 Accounts ........................................................................................................................... 11

5.2 Assign Permission .............................................................................................................. 11

5.2.1 SQL Server Service Account ........................................................................................ 11

5.2.2 SharePoint Setup Administrator ................................................................................. 115.2.3 SharePoint Farm Account ........................................................................................... 12

5.3 Resources .......................................................................................................................... 12

6 SQL Server 2008 R2 ................................................................................................................... 13

6.1 Software Requirements ..................................................................................................... 13

6.2 Installation ........................................................................................................................ 13

6.3 Configuration .................................................................................................................... 13

6.3.1 Assign Permission ...................................................................................................... 13

6.3.2 Configure Networking ................................................................................................ 137 SharePoint 2010 ....................................................................................................................... 14

7.1 Prerequisites ..................................................................................................................... 14


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7.2 Installation ........................................................................................................................ 15

7.3 Create a New Server Farm ................................................................................................. 15

7.4 Connect to an Existing Server Farm .................................................................................... 15

7.5 Initial Configuration ........................................................................................................... 15

8 Scripted Installation ................................................................................................................. 16

8.1 Active Directory ................................................................................................................. 16

8.1.1 Installation ................................................................................................................. 16

8.1.2 Account Creation ....................................................................................................... 16

8.2 Windows Server 2008 R2 - Roles and Features ................................................................... 16

8.2.1 Join Domain ............................................................................................................... 16


8.2.3 Configure Roles and Features ..................................................................................... 16

8.3 SQL Server 2008 R2 ........................................................................................................... 17

8.3.1 Installation ................................................................................................................. 17


8.4 SharePoint 2010 ................................................................................................................ 18

8.4.1 Prerequisites .............................................................................................................. 18

8.4.2 Installation ................................................................................................................. 19

8.4.3 Configuration ............................................................................................................. 20

8.5 SharePoint 2010 - Services ................................................................................................. 21

8.5.1 Description ................................................................................................................ 21

8.5.2 Declaration ................................................................................................................ 21

8.6 SharePoint 2010 - Service Applications .............................................................................. 22

8.6.1 Managed Accounts .................................................................................................... 22

8.6.2 Access Services .......................................................................................................... 22

8.6.3 Business Data Connectivity Service ............................................................................ 22

8.6.4 Excel Services Application .......................................................................................... 22

8.6.5 Managed Metadata Service ....................................................................................... 22

8.6.6 PerformancePoint Service Application ....................................................................... 22

8.6.7 Search Service Application ......................................................................................... 22

8.6.8 Secure Store Service .................................................................................................. 23

8.6.9 State Service Application............................................................................................ 23

8.6.10 Usage and Health Data Collection .............................................................................. 23

8.6.11 User Profile Service Application ................................................................................. 23

8.6.12 Visio Graphics Service ................................................................................................ 23

8.6.13 Web Analytics Service Application.............................................................................. 23

8.6.14 Word Automation Services ........................................................................................ 239 Troubleshooting ....................................................................................................................... 24

10 Next Steps ................................................................................................................................ 25


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1 OverviewThis guide allows you to setup different environments depending on your needs:

SharePoint Server

SQL Server

ActiveDirectory

Development Environment 3-tier SharePoint Farm

SQL Server

Application Server

Front-end

Web Server

Both environments:

We dont deploy a single server with the built-in database. Instead we are using SQL Server 2008 R2

and a Server Farm installation so this deployment can be scaled out to create a 2-tier or 3-tier farm

topology1.

Development environment:

If you decide to create a development environment this guide shows you how to create a closed

environment with an Active Directory on a separate server. You can skip this step if you already have

an Active Directory.

3-tier SharePoint farm:

Regarding the installation itself you will see later that it doesnt matter if a SharePoint Server should

be used as an Application server or a Web Front-end server. The differences are created during

configuration of SharePoint Services or Service Applications and not during installation.

1Deployment scenarios (SharePoint Server 2010),

http://technet.microsoft.com/en-us/library/cc303424.aspx http://technet.microsoft.com/en-us/library/cc303424.aspx
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1.1 Hardware Requirements1.2 Software Requirements1.3

Example: Development Environment


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2 Preparation2.1 Service Pack Slipstream Copy2.2 Best Practices


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4 Windows Server 2008 R2 - Roles and Features

4.1 Active Directory4.2 Application Server and Web Server (IIS)SharePoint 2010 requires the Web Server (IIS) role and Application Server role including .NET

Framework 3.5 SP1. These roles are also installed by the products preparation tool.

Development environment and 3-tier SharePoint farm:

Apply these steps on every server where SharePoint should be installed.

1. Open Server Manager, go to roles and click Add roles.

2. Check Application Server.

3. Add features required for Application Server.


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4. Check Web Server (IIS).

5. Proceed to the role services selection and add the features you can see in the picture. If youare prompted to add required role services and features click yes.

6.

4.3 Pop3 and SMTP4.4

Windows PowerShell Integrated Scripting Environment (ISE)


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5 Administrative and Service Accounts

In order to install SharePoint 2010 there are three accounts which are most important.

5.1 Accounts

5.2 Assign Permission5.2.1 SQL Server Service AccountYou dont need to assign permissions since they are assigned during installation of SQL Server 2008

R2. The SQL Server service account is used to run SQL Server and should be a domain account.

5.2.2 SharePoint Setup AdministratorThe setup administrator is used to install SharePoint 2010 and you need to manually assign

permissions.

1. The SharePoint 2010 setup administrator has to be a member of the administrators group onevery server where SharePoint will be installed.


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2. This configuration step is done after SQL Server is installed and is documented here for thepurpose of completeness.

The SharePoint setup administrator needs to have the securityadminand dbcreatorrole.

The sysadmin role is assigned if you decide during SQL Server installation that your

SharePoint setup administrator should also be the SQL Server Administrator. While I

recommend this in a development environment this isnt done in a production

environment.

5.2.3 SharePoint Farm Account

5.3 ResourcesIf you need to know more about other service accounts please read the following advice:

Plan for administrative and service accounts
http://technet.microsoft.com/en-us/library/cc263445.aspxhttp://technet.microsoft.com/en-us/library/cc263445.aspxhttp://technet.microsoft.com/en-us/library/cc263445.aspx


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6 SQL Server 2008 R26.1 Software Requirements

6.2 Installation

6.3 Configuration6.3.1 Assign Permission6.3.2 Configure Networking


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7 SharePoint 2010

This chapter explains the installation and configuration of SharePoint 2010.

Important:If you are not logged on with the SharePoint setup administrator please logon using the

above created account (setupAdmin).

7.1 PrerequisitesThe remaining software requirements can be installed by using the SharePoint Products and

Technologies 2010 Preparation Tool which is part of the SharePoint installer.

Development environment and 3-tier SharePoint farm:Please install the prerequisites on every

server where SharePoint should be installed.

Use the SharePoint installer to setup the following components:

Beta:Microsoft "Geneva" FrameworkRTM:Windows Identity Foundation (WIF) - Uninstall Geneva first before installing WIF!

Microsoft Sync Framework Runtime v1.0 (x64) Microsoft Filter Pack 2.0 Microsoft Chart Controls for the Microsoft .NET Framework 3.5 Beta:Windows PowerShell 2.0 CTP3

RTM:Windows PowerShell 2.0

SQL Server 2008 Native Client Microsoft SQL Server 2008 Analysis Services ADOMD.NET


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Beta:ADO.NET Data Services v1.5 CTP2RTM:ADO.NET Data Services Update for .NET Framework 3.5 SP1

7.2 Installation7.3 Create a New Server Farm7.4 Connect to an Existing Server Farm7.5 Initial Configuration


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8 Scripted Installation

8.1 Active Directory8.1.1 Installation8.1.2 Account Creation

8.2 Windows Server 2008 R2 - Roles and Features8.2.1 Join Domain8.2.2 Assign Permission8.2.3 Configure Roles and FeaturesThe third script allows you to enable the roles and role services

2needed by SharePoint 2010.

Only run this script only on the servers where you want to install SharePoint later:

Write-Host "Installing 'Application Server' role..."get-windowsfeature|where{$_.name -eq "AS-AppServer-Foundation"}|add-

windowsfeature

Please review the script since it also installs features like PowerShell IDE you might not need.

2Overview of Server Manager Commands,

http://technet.microsoft.com/en-us/library/cc732757.aspx


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8.3 SQL Server 2008 R28.3.1 Installation8.3.2 Assign Permission


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8.4 SharePoint 2010There are 4 different scripts you can use to install and configure SharePoint 2010:

1. SP2010 - Prereq Installation.ps12. SP2010 - Installation APP.ps13. SP2010 - Create a new Server Farm.ps14. SP2010 - Connect to an existing Server Farm.ps1

Important:

Only run the scripts on the server where you want to install SharePoint 2010. You need to use the SharePoint setup administrator setupAdmin.

8.4.1 PrerequisitesThe first script only starts the prerequisites installer:

Start-Process "SharePoint\PrerequisiteInstaller.exe" -ArgumentList"/unattended" -WindowStyle Minimized -Wait

In this example it requires the SharePoint installation files to be stored in a sub folder called

SharePoint. You can change that if you have the installation media stored somewhere else.

If you get an error message above you might try to turn off theuser account control settings.


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8.4.2 InstallationThe second script starts the installation of a SharePoint server using a configuration file

3.

Start-Process "SharePoint\setup.exe" -ArgumentList '/config "..\2. SP2010- Installation APP.xml"' -WindowStyle Minimized Wait

Please change the configuration file to match your settings:

...

Please see the reference below to find out more about the parameters and its values.

Note: According to TechNet19

there is no Front-end Web Server (WFE) role anymore. Every server

you install is an application server. Its use is defined while configuring services and service

applications and not during installation.

If an error occurs you may have to restart the server.

You can skip the configuration wizard after the installation has finished.

3Config.xml reference (SharePoint Foundation 2010),

http://technet.microsoft.com/en-us/library/cc287749.aspx


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8.4.3 ConfigurationThe third script is used to create a SharePoint 2010 farm. You need to modify 4 settings:

$DBServer = 'W2K8R2-03'$ConfigDB = 'spFarmConfiguration'

$CentralAdminContentDB = 'spCentralAdministration'$CentralAdminPort = '2010'$PassPhrase = 'YOURPASS1'$SecPassPhrase = ConvertTo-SecureString $PassPhrase AsPlaintext Force

$FarmAcc = 'mydomain\spFarmAcc'$FarmPassword = 'YOURPASS1'$FarmAccPWD = ConvertTo-SecureString $FarmPassword AsPlaintext Force$cred_FarmAcc = New-Object System.Management.Automation.PsCredential$FarmAcc,$FarmAccPWD

The fourth script connects a SharePoint server to an existing SharePoint 2010 farm:

$DBServer = 'W2K8R2-03'$ConfigDB = 'spFarmConfiguration'$PassPhrase = 'YOURPASS1'$SecPassPhrase = ConvertTo-SecureString $PassPhrase AsPlaintext Force

After doing the configuration you should be able to open Central Administration:


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8.5 SharePoint 2010 - ServicesBefore you can run the provided PowerShell scripts to enable or disable SharePoint 2010 services you

need to pay attention to the following sections.

Note: If you want to create a SharePoint 2010 Service Application which requires a certain Service

you only need to run the script to create the Service Application. All Services needed by the Service

Application are enabled or disabled in the same process.

8.5.1 DescriptionEvery script contains a description at the beginning of the script explaining the service. Usually you

will find something like this:

If a service is part of a service application please note that any a script for a service application also

starts the service itself.

8.5.2 DeclarationA declaration usually contains the name of the service that should be activated. Dont change the

name of the service since its an internal name.

You need to change the name and amount of machines where the service should be activated.


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8.6 SharePoint 2010 - Service Applications8.6.1 Managed Accounts8.6.2 Access Services8.6.3 Business Data Connectivity Service8.6.4 Excel Services Application8.6.5 Managed Metadata Service8.6.6 PerformancePoint Service Application8.6.7 Search Service ApplicationDescription

The service application enables Enterprise Search in your SharePoint farm.

Requirement

Needs the Usage Service Application first or configures its own where you cant set the database

name.

Configuration

You can change everything except the Service Name which refers to an internal name. The service

can be activated on one or more application servers.

The Service Application name and the Application Pool name can be changed and are used as a title.

The Application Pool account refers to a domain account which was already used to create a

SharePoint 2010 managed account.

The database name is used to name the database where the Service Application data is stored and

can be changed according to your naming conventions.


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Special Configuration

The Server Name specifies the name of an application server. All components like crawl and query

are created on one server. If you want to move components to a different server you can use Central

Administration to change the search topology.

The index location includes a path to a location used to store the index.

The Content Access account (and password) is used for crawling content and doesnt have to be a

managed account.

8.6.8 Secure Store Service8.6.9 State Service Application8.6.10 Usage and Health Data Collection8.6.11 User Profile Service ApplicationYou still can't create this Service Application using PowerShell even with February 2012 Cumulative

Update installed.

Please create it manually using this guide:

Rational Guide to implementing SharePoint Server 2010 User Profile Synchronization Stuck on Starting: Common Issues with SharePoint Server 2010 User Profile

Synchronization

8.6.12 Visio Graphics Service8.6.13 Web Analytics Service Application8.6.14 Word Automation Services
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9 TroubleshootingIf you are getting problems during install this table has a few problems and their solutions listed.

Please note that an error message can have a lot of different reasons.


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10Next StepsAll resources used during this tutorial should have been mentioned where used. If you need

additional information please visit TechNet:Deployment for SharePoint Server 2010.

Next Steps

Configure services (SharePoint Foundation 2010) Configure services (SharePoint Server 2010) Service application and service management (SharePoint Foundation 2010) Service application and service management (SharePoint Server 2010)

All trademarks are property of their respective owners.
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