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.

Read more

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)

Advertisement

Installing SharePoint Foundation 2010 on Windows 7

I know there’s a lot of posts describing how to install SharePoint Foundation 2010 (WSS4) on Windows 7 (see Microsoft’s installation procedure for Vista and Windows Server 2008 installations), but I just had to write my own short edition of the installation procedure available at MSDN.

Please note that Microsoft does not support this configuration for production environments. Windows 7 installations should only be used for development, testing and demo purposes!

Prerequisites

The following components and additions has to be installed on the computer running Windows 7 64-bit edition:

• WCF hotfix (KB971831) for Windows 7
• ADO.NET Data Service Update for .NET Framework 3.5 SP1
• Microsoft Filterpack 2.0 (a part of the SharePoint 2010 Foundation distribution)
• Microsoft Sync Framework
• SQL Server Native Client
• Windows Identity Foundation (KB974405)
• Windows 7 Internet Information Server with components shown in a section bellow.

Installation procedure

Use the following procedure to install SharePoint Foundation:

1. Make sure all prerequisites are met and no critical error is present in the event logs.
2. Download SharePoint Foundation from Microsoft’s web site.
3. Extract the web package to a temporary location using the /extract command line option.
4. Edit the .\files\Setup\config.xml file according to the section below.
5. Run the SharePoint Foundation setup, but do not run the configuration wizard.
6. If you use a local SQL Server 2008, install KB970315.
7. Run the SharePoint products and technologies configuration wizard.
8. Install appropriate language packs.
9. Configure SharePoint with the SharePoint Central Administration web application.

Editing the config.xml file

As described in step 4 in the installation procedure above, the config.xml file has to be edited to allow installation on Windows 7. Add the following line in the configuration section:
<Setting Id="AllowWindowsClientInstall" Value="True"/>

The entire config.xml file should look similar to this:

<Configuration>
  <Package Id="sts">
    <Setting Id="SETUPTYPE" Value="CLEAN_INSTALL" />
  </Package>
  <DATADIR Value="%CommonProgramFiles%\Microsoft Shared\Web Server Extensions\14\Data" />
  <Logging Type="verbose" Path="%temp%" Template="Microsoft Windows SharePoint Services 4.0 Setup *.log" />
  <PIDKEY Value="RBWQH-7PFXQ-D6RX2-HVK8Y-HP7F7" />
  <Setting Id="UsingUIInstallMode" Value="1" />
  <Setting Id="SETUP_REBOOT" Value="Never" />
  <Setting Id="AllowWindowsClientInstall" Value="True"/>
</Configuration>

IIS Features and Components

The follow screen shots shows required IIS components as described in the prerequisites section:

N’Joy!