SharePoint Install & Config

There are lots of things to do to install and configure a SharePoint 2010 farm in a production environment. Even if it’s possible to use wizards for most operations, it’s often required to have a better control of what’s going on and in most cases tweak some of the options used during installation and configuration.

Because of this I’ve put together a list of steps to complete based on the Microsoft SharePoint 2010 Deployment Guide and personal experience. Each step is linked to the deployment guide or other resource with detailed information on completing each steps.

• Install pre-requisits on all SharePoint servers.
• Install the SharePoint software and updates on the Central Admin server.
• If required, install language packs with updates.
• Run the SharePoint Products Configuration Wizard to create a new SharePoint farm.
• Configure basic farm settings:
       – Configure Farm administrators
       – Configure Managed Accounts
       – Configure Usage and healt data collection
       – Configure Diagnistics logging
       – Configure Incoming e-mail
       – Configure Outgoing e-mail
       – Configure a mobile account (Optional)
       – Start the SharePoint Foundation Search Service
• Install the SharePoint software and updates on all other SharePoint servers in the farm.
• Install language packs with updates on all other SharePoint servers in the farm.
• Run the SharePoint Products Configuration Wizard on each server and attach to the existing farm.
• Create and configure the web application for the user profile and mysite services.
• Create and configure the web application for the search service.
• Run the SharePoint Farm Configuration Wizard or manually install application services:

• Configure the Security Token Service Application
• Configure the Secure Store Service Application
• Configure the User Profile Service Application
• Configure MySite settings
• Configure a Managed Metadata Service Application
• Configure the Web Analytics Service Application
• Configure the Search Service Application
       – Configure farm-wide search settings
       – Create content sources
       – Create a Search Center site
       – Enable Search Reporting
       – Enable People Search
• Configure the Business Data Connectivity (BDC) if required.
• Install and configure the Remote BLOB Storage (RBS) if required.
• Configure the Exchange connector to index public folders if required.
• Deploy and configure the Business Intelligence Indexing Connector if required.
• Deploy Office Web Applications if required.
• Configure InfoPath Forms Services if required.
• Configure Excel Services if required.
• Configure Visio Services if required.
• Configure Access Services if required.
• Configure PerformancePoint Services if required.

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Additional core information about SharePoint Server 2010 may be found at the following locations:

• Microsoft SharePoint Products Home (MS)
• Microsoft SharePoint TechNet Home (MS)
• Microsoft SharePoint MSDN Home (MS)
• Microsoft SharePoint Product Team Blog (MS)
• Microsoft SharePoint Training Videos (Non-MS)
• Microsoft Office Servers Update Center (MS)

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