Share Point Server 2010 Installation and Configuration

8/6/2019 Share Point Server 2010 Installation and Configuration

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Install SharePointServer 2010Installation and configuration for

development

This tutorial helps you to install SharePoint Server 2010. It shows you step-by-stephow 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 Server 2010.

Get more tutorials at

http://sharepoint-tutorial.net/

Need a SharePoint book?

http://sharepoint-book.net/

SharePoint resources

http://andreasglaser.net/

Disclaimer

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

All trademarks are property of their respective owners.

Copyright 2011

2011

Andreas Glaser Software Engineering GmbH

Version: 1.1, 3/9/2011
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1Overview

Table of contents

1. Overview .............................................................................................................................. 2

1.1. Hardware requirements .......................................................................................................... 3

1.2. Software requirements ........................................................................................................... 42. Windows Server 2008 R2 ....................................................................................................... 5

2.1. Installation ............................................................................................................................... 5

2.2. Updates ................................................................................................................................... 6

2.3. Configuration ........................................................................................................................... 7

2.3.1 Computer settings ........................................................................................................... 7

2.3.2 Network settings ............................................................................................................. 8

2.3.3 Remote Desktop .............................................................................................................. 9

2.3.4 Firewall settings ............................................................................................................... 92.3.5 IE Enhanced Security Configuration .............................................................................. 10

3. Windows Server 2008 R2 - Roles and features ...................................................................... 11

3.1. Active Directory ..................................................................................................................... 11

3.2. Web Server (IIS) and Application Server ............................................................................... 14

3.3. Pop3, SMTP, Outlook ............................................................................................................. 18

3.4. Windows PowerShell Integrated Scripting Environment (ISE) .............................................. 18

4. Administrative and service accounts .................................................................................... 19

4.1. Accounts ................................................................................................................................ 19

4.2. Assign permission .................................................................................................................. 20

4.2.1 SQL Server service account ........................................................................................... 20

4.2.2 Setup administrator ....................................................................................................... 20

4.2.3 Farm account ................................................................................................................. 21

5. SQL Server 2008 R2 ............................................................................................................. 22

5.1. Software requirements ......................................................................................................... 22

5.2. Installation ............................................................................................................................. 24

5.3. Configuration ......................................................................................................................... 27

5.3.1 Assign permission .......................................................................................................... 27

5.3.2 Configure networking .................................................................................................... 28

6. SharePoint Server 2010 ....................................................................................................... 29

6.1. Prerequisites .......................................................................................................................... 29

6.2. Installation ............................................................................................................................. 30

6.3. Configuration ......................................................................................................................... 33

7. End User License Agreement ............................................................................................... 34


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2 Install SharePoint Server 2010

1. OverviewWe are going to setup a SharePoint Server 2010 development environment containing two servers:

SharePoint Server

Database Server

W2K8R2-03

192.168.1.3

Active Directory

W2K8R2-02

192.168.1.2

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

so this deployment can be scaled out to create two- and three-tier farm topologies if necessary1.

This guide shows you how to create a closed environment with an Active Directory on a separate

box. If you already have an Active Directory you can use the existing one for your installation.

Updates or additional download for this tutorial are documented here:

http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx

Please post your comments and suggestions here:

http://www.facebook.com/pages/andreasglasernet/115186135223629

1Deployment scenarios (SharePoint Server 2010),

http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources
http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspxhttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspxhttp://www.facebook.com/pages/andreasglasernet/115186135223629http://www.facebook.com/pages/andreasglasernet/115186135223629http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://www.facebook.com/pages/andreasglasernet/115186135223629http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx


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3Overview

1.1. Hardware requirementsHardware requirements are depending on the type of server you are going to setup.

For web servers, application servers or single server installation it is recommended2

to use the

following hardware:

Component Minimum requirement

Processor 64-bit, four cores

RAM 4 GB (development or evaluation)

8 GB (production)

Hard disk 80 GB

For database servers it is recommended to use the following hardware:


Processor 64-bit, four cores (small deployments)

64-bit, eight cores (medium deployments)

RAM 8 GB (small deployments)

16 GB (medium deployments)

Hard disk 80 GB

These numbers are dated October 2010 and might change.

Using the given minimum requirements I suggest using at least the following hardware specification

for a development environment:


Processor 64-bit, two cores

RAM 8 GB

Hard disk 1

st

: 256 GB SSD2

nd: 512 GB Data

If you are using a laptop you can use the first hard disk for your operating system and the second one

as data storage. If you are not using a laptop you can of course use a better processor and more RAM

since weight doesnt matter.

2Hardware and software requirements (SharePoint Server 2010),

http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources


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1.2. Software requirementsSoftware requirements are depending on the type of server you are going to setup

3.

Database server

In order to deploy SharePoint Server 2010 with SQL Server you need the 64-bit edition of one of the

following:

SQL Server 2005, SQL Server 2008 or SQL Server 2008 R2.

The Windows Server requirements of the described products also apply.

Web servers and application servers in a SharePoint farm (or single server with built-in database)

In order to deploy SharePoint Server 2010 you need the 64-bit edition of one of the following

operating system:

Windows Server 2008 Standard, Enterprise, Data Center, Web Server or Windows Server 2008 R2 Standard, Enterprise, Data Center, Web Server.

Detailed software requirements as well as updates are discussed in the according chapter later.




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5Windows Server 2008 R2

2. Windows Server 2008 R2If you have an existing Windows Server 2008 R2 installation you can skip to step 2.2.

2.1. InstallationThe installation is straight forward and doesnt require any detailed explanation. Just be sure you

install the 64-bit edition.

1. Start the install wizard for Windows Server 2008 R2.

2. Choose either Windows Server 2008 R2 Standard (Full installation) x64 orWindows Server 2008 R2 Enterprise (Full installation) x64 and accept the license

agreement.

3. Select Custom (advanced) and create a new partition.


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4. Wait for the installation to complete.

At this point you have a basic but not configured Windows Server 2008 R2 image.

2.2. UpdatesWindows Server 2008

You need to apply the following updates:

1. Service Pack 24If you are running Windows Server 2008 without SP2, the Microsoft SharePoint Products Preparation

Tool installs Windows Server 2008 SP2 automatically.

Windows Server 2008 R2

You need to apply updates later in the process but for now there is nothing to do.

4Windows Server 2008 Service Pack 2 and Windows Vista Service Pack 2 - Five Language Standalone for x64-

based systems,



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2.3.2 Network settings1. Enable File and printer sharing to access your image using remote desktop.


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9Windows Server 2008 R2

2.3.3 Remote Desktop

1. Enable remote desktop.

2.3.4 Firewall settings

1. Turn off Windows Firewall for domain networks.


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2.3.5 IE Enhanced Security Configuration

1. Disable IE enhanced security configuration if you have an isolated Hyper-V environment andyou want to work directly on the server (e.g. open Central Administration).


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11Windows Server 2008 R2 - Roles and features

3. Windows Server 2008 R2 - Roles and featuresAfter installing Windows Server 2008 R2 you need to prepare your server depending on the required

role in your environment.

3.1.Active DirectoryThis part explains the installation of Active Directory in order to create an isolated virtual

development environment. If you have an existing Active Directory you can skip this step.

1. Click Start, Run and enter dcpromo to start the installation process.

2. Select Use advanced mode installation and click next.

3. Click next again to skip the operating system compatibility warning screen.4. Select Create new domain in a new forest and click next.

5. Enter a full qualified domain name and click next.

Important

1. If you can access the internet from inside your image dont use the domain name of a


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website.

2. Dont use a single-label domain name like mydomain, see

Information about configuring Windows for domains with single-label DNS names,

http://support.microsoft.com/kb/300684

6. Accept the given NetBIOS name and click next.

7. Click next using the current forest functional level. Since this is an isolated virtualenvironment we dont need to care.

8. Do the same with the domain functional level.

9. Keep DNS server checked and click next.

10. If you have a network adapter with a dynamically assigned IP address you will get thiswarning. Click yes as long as you have one network adapter with a static IP address.
http://support.microsoft.com/kb/300684http://support.microsoft.com/kb/300684http://support.microsoft.com/kb/300684


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11.Click yes again.

12.Click next using default settings for the database, log files and sysvol.

13.Enter a restore mode administrator password and click next.

14.At the summary screen click next in order to start the installation process.15.Reboot.16.Use the server manager to check if things have been successfully installed.

17.You dont need to do any configuration regarding the Active Directory. Necessary accountoperations are described later.


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3.2. Web Server (IIS) and Application ServerSharePoint 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.

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

2. Check Application Server.

3. Add features required for Application Server.

4. Check Web Server (IIS).


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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. Proceed to the role services selection and add the following features.


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7. Click install.


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8. After finishing the installation apply the following update5:KB979917

6- QFE for Sharepoint issues - Perf Counter fix & User Impersonation

Windows Server 2008 SP2: download Windows6.0-KB979917-x64.msu (Vista)

Windows Server 2008 R2: download Windows6.1-KB979917-x64.msu (Win7)


http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources 6

Download KB979917,

http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources


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3.3. Pop3, SMTP, OutlookSince Windows Server 2008 the Pop3 server feature is deprecated. If you need mail you have to

install Exchange Server or something similar.

3.4. Windows PowerShell Integrated Scripting Environment (ISE)PowerShell ISE allows you to run, edit and debug PowerShell scripts in a graphical environment.


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19Administrative and service accounts

4.Administrative and service accountsIn order to install SharePoint 2010 there are three accounts which are most important.

4.1.AccountsYou need to create the following accounts in Active Directory:

Account type Account name (example)

SQL Server Service sqlSvcAcc

Setup Administrator setupAdmin

Farm Account spFarmAcc

These accounts dont have to be member of a certain group.

Difference to SharePoint 2007

Service accounts in SharePoint 2007 needed two properties when they were created in Active

Directory:

User cannot change password and Password never expires.

This isnt necessary with SharePoint 2010 since we now have managed accounts capable of password

expiration and automatic change.

If you setup a development environment it is still recommended to use User cannot change

password and Password never expires in order to keep things simple.


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4.2.Assign permissionYou need to assign permission only to the SharePoint 2010 setup administrator setupAdmin.

4.2.1 SQL Server service account

You 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.

4.2.2 Setup administrator

The 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 SharePoint will be installed.

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

The SharePoint 2010 setup administrator needs to have the securityadmin and dbcreator

role. The sysadmin role is assigned if you decide during SQL Server 2008 R2 installation that


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21Administrative and service accounts

your SharePoint 2010 setup administrator should also be the SQL Server Administrator.

4.2.3 Farm accountYou dont need to assign permissions since they are automatically assigned by the SharePoint 2010

setup administrator during installation and configuration.

The farm account is used:

1. for configuration and management of the server farm,2. as an application pool account for Central Administration and3. to run the Microsoft SharePoint Foundation Workflow Timer Service.


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5. SQL Server 2008 R2This chapter explains the installation and configuration of SQL Server 2008 R2.

5.1. Software requirements7You need to meet at least the following requirements if you want to install SharePoint Server 2010

without the built-in database:

SQL Server 2005 64-bit with Service Pack 3 (SP3) andCumulative update package 3 for SQL Server 2005 Service Pack 3

SQL Server 2008 with Service Pack 1 (SP1) andCumulative update package 2, CU 5 or later but NOT CU3 or CU4

SQL Server 2008 R2Although it is not mentioned there are newer cumulative update packages available for SQL Server.

SQL Server Edition Component Url

SQL Server 2005 SP3 CU3 http://support.microsoft.com/kb/967909CU4 http://support.microsoft.com/kb/970279

CU5 http://support.microsoft.com/kb/972511


SQL Server 2008 SP1 CU2 http://support.microsoft.com/kb/970315





SQL Server 2008 R2 - -

Remarks

SharePoint 2010 setup doesnt check your SQL Server edition. It is checked by the SharePointProduct and Technologies Configuration Wizard after setup.


http://support.microsoft.com/kb/967909http://support.microsoft.com/kb/967909http://support.microsoft.com/kb/970279http://support.microsoft.com/kb/970279http://support.microsoft.com/kb/972511http://support.microsoft.com/kb/972511http://support.microsoft.com/kb/974648http://support.microsoft.com/kb/974648http://support.microsoft.com/kb/970315http://support.microsoft.com/kb/970315http://support.microsoft.com/kb/975977http://support.microsoft.com/kb/975977http://support.microsoft.com/kb/977443http://support.microsoft.com/kb/977443http://support.microsoft.com/kb/979065http://support.microsoft.com/kb/979065http://support.microsoft.com/kb/981702http://support.microsoft.com/kb/981702http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://support.microsoft.com/kb/981702http://support.microsoft.com/kb/979065http://support.microsoft.com/kb/977443http://support.microsoft.com/kb/975977http://support.microsoft.com/kb/970315http://support.microsoft.com/kb/974648http://support.microsoft.com/kb/972511http://support.microsoft.com/kb/970279http://support.microsoft.com/kb/967909


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23SQL Server 2008 R2

If you install SQL Server 2008 RTM on Windows Server 2008 R2 you need to apply SP1 forSQL Server 2008 after installation. So you can continue installing SQL Server 2008 if you see

the following picture:


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5.2. InstallationThe installation of SQL Server 2008 compared to SQL Server 2008 R2 is almost the same and

described below. If you get a compatibility warning while trying to install SQL Server 2008 on

Windows Server 2008 R2 you can proceed with install. Before running SQL Server you need to apply

Service Pack 1.

1. Install .NET Framework if required.

2. Start a new installation, accept the license agreement and install setup support files.

3. Select SQL Server Feature Installation and click next.


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4. Select Database Engine Services and Management Tools - Basic and click next. Dependingon the things you do with SharePoint you might need additional features enabled.

5. Create a default instance.

6. Add the newly created sqlSvcAcc as the service account.


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7. Keep the collation settings.

8. Add the setup administrator a SQL Server administrator if you have an isolated Hyper-Venvironment. Also enable FILESTREAM for Transact-SQL access and FILESTREAM for file I/O

under FILESTREAM tab.

9. Click next and finish the installation of SQL Server 2008 R2.


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5.3. ConfigurationThere are two configuration steps you need to do: assign permission to the SharePoint 2010 setup

administrator and configure networking.

5.3.1 Assign permission

The SharePoint 2010 setup administrator needs to have at the following roles:

dbcreator securityadmin

The following role is assigned if you decide during SQL Server 2008 R2 installation that your

SharePoint 2010 setup administrator should be a SQL Server administrator:

sysadmin

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

Otherwise you might not be able to change settings if you dont have the sysadmin role assigned.


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5.3.2 Configure networking

At the end you need to configure networking if you are planning to deploy a farm with multiple

SharePoint Server 2010 servers.

According to TechNet8

SQL Server 2005 or SQL Server 2008 has to be updated to the following

configuration:

SQL Server 2005: Local and remote connections have to be enabled and have to use theTCP/IP protocol.

SQL Server 2008: Under network configuration the TCP/IP protocol is enabled.

Start > All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server

Configuration Manager

8Multiple servers for a three-tier farm (SharePoint Server 2010),



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29SharePoint Server 2010

6. SharePoint Server 2010This chapter explains the installation and configuration of SharePoint Server 2010.

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

created account (setupAdmin).

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

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

Use the SharePoint installer to setup the following components:

Beta: Microsoft "Geneva" FrameworkRTM: Windows Identity Foundation (WIF) - Geneva has to be uninstalled before WIF can be

installed!

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 Beta: ADO.NET Data Services v1.5 CTP2

RTM: ADO.NET Data Services Update for .NET Framework 3.5 SP1


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6.2. InstallationThe installation itself requires only few steps to be completed.

1. Enter the product key, accept the license agreement and click Server Farm.

2. Select a complete installation.

3. Wait until the installation has finished and run the products configuration wizard.


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4. Create a new server farm.

5. Enter the server name of your SQL Server and add the farm account and its credentials.

6. Enter a passphrase. The passphrase is used to join new SharePoint servers to the farm.


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7. Specify a different port number if required.

8. Finish the configuration wizard.

9. After successfully installing SharePoint 2010 the configuration wizard is closed and theCentral Administration automatically opens with the following screen.


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6.3. ConfigurationAfter the installation of SharePoint 2010 is completed the following settings should be configured.

1. Usage and health data collection9.

2. Diagnostic logging10.

3. Outgoing e-mail11.

9Configure usage and health data collection (SharePoint Server 2010) ,


Configure diagnostic logging (SharePoint Server 2010),


Configure outgoing e-mail (SharePoint Server 2010),

http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resourceshttp://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources


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7. End User License AgreementEnd User License Agreement (EULA) for this e-book by Andreas Glaser Software Engineering GmbH

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35End User License Agreement

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Documents

Share Point Server 2010 Installation and Configuration