Install Sharepoint Server 2007
Content
2011
Install SharePoint Server 2007
Installation and configuration for development
This tutorial helps you to install SharePoint Server 2007. 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 Server 2007.
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
Andreas Glaser Software Engineering GmbH Version: 1.1, 3/9/2011
Overview
1
Table of contents 1. Overview .............................................................................................................................. 2 1.1. 1.2. 1.3. 2. 2.1. 2.2. 2.3. Hardware requirements .......................................................................................................... 3 Software requirements ........................................................................................................... 4 Example: Hyper-V Development Environment ....................................................................... 5 Installation ............................................................................................................................... 6 Updates ................................................................................................................................... 7 Configuration ........................................................................................................................... 8 Computer settings ........................................................................................................... 8 Network settings ............................................................................................................. 9 Remote Desktop ............................................................................................................ 10 Firewall settings ............................................................................................................. 10 IE Enhanced Security Configuration .............................................................................. 11
Windows Server 2008 R2 ....................................................................................................... 6
2.3.1 2.3.2 2.3.3 2.3.4 2.3.5 3. 3.1. 3.2. 3.3. 4. 4.1. 4.2.
Windows Server 2008 R2 - Roles and features...................................................................... 12 Active Directory ..................................................................................................................... 12 Web Server (IIS) and Application Server ............................................................................... 15 Pop3, SMTP, Outlook............................................................................................................. 18 Accounts ................................................................................................................................ 19 Assign permission .................................................................................................................. 20 SQL Server service account ........................................................................................... 20 Setup administrator....................................................................................................... 20 Farm account ................................................................................................................. 21
Administrative and service accounts .................................................................................... 19
4.2.1 4.2.2 4.2.3 5. 5.1. 5.2. 5.3.
SQL Server 2008 R2 ............................................................................................................. 22 Software requirements ......................................................................................................... 22 Installation ............................................................................................................................. 23 Configuration ......................................................................................................................... 26 Assign permission .......................................................................................................... 26 Configure networking .................................................................................................... 27
5.3.1 5.3.2 6. 6.1. 6.2. 6.3.
SharePoint Server 2007 ....................................................................................................... 28 Prerequisites.......................................................................................................................... 28 Installation ............................................................................................................................. 29 Configuration ......................................................................................................................... 32 Services .......................................................................................................................... 32 Shared Service Provider................................................................................................. 34
6.3.1 6.3.2 7.
End User License Agreement ............................................................................................... 36
2
Install SharePoint Server 2007
1. Overview
We are going to setup a SharePoint Server 2007 development environment containing two servers:
SharePoint Server Database Server W2K8R2-03 192.168.1.3
Active Directory W2K8R2-02 192.168.1.2
We don’t 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 downloads for this tutorial are documented here: http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx
Please post your comments and suggestions here: http://www.facebook.com/pages/andreasglasernet/115186135223629
1
End-to-end deployment scenarios, http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx
Overview
3
1.1. Hardware requirements
Hardware requirements are depending on the type of server you are going to setup. For a standalone installation it is recommended2 to use at least the following hardware: Component Processor RAM Hard disk Minimum requirement 2.5 Ghz 1 GB 3 GB free space
For a server farm with application and front-end web servers it is recommended to use at least the following hardware: Component Processor RAM Hard disk These numbers are dated October 2010 and might change. The given numbers are really low so I suggest using minimum the following hardware specification for a development environment: Component Processor RAM Hard disk Minimum requirement 64-bit, two cores 8 GB 1st: 256 GB SSD 2nd: 512 GB Data Minimum requirement 2.5 Ghz 2 GB 3 GB free space
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 doesn’t matter.
2
Determine hardware and software requirements (Office SharePoint Server), http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources
4
Install SharePoint Server 2007
1.2. Software requirements
Software requirements are depending on the type of server you are going to setup3. Database server In order to deploy SharePoint Server 2007 with SQL Server you need one of the following: SQL Server 2000, 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 In order to deploy SharePoint Server 2007 you need one of the following operating system: Windows Server 2003 Standard, Enterprise, Datacenter, Web Edition, Windows Server 2008 Standard, Enterprise, Data Center, Web Server or Windows Server 2008 R2 Standard, Enterprise, Data Center, Web Server.
Note: Although the different editions of Windows Server 2008 and Windows Server 2008 R2 are not directly listed in the mentioned reference it should work.
Detailed software requirements as well as updates are discussed in the according chapter later.
3
Determine hardware and software requirements (Office SharePoint Server), http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources
Overview
5
1.3. Example: Hyper-V Development Environment
Regarding the software and hardware requirements I recommend the following setup as a development environment: 1. Use a laptop so you are flexible where you work. You don’t depend on a certain server or domain or something else. 2. Use at least 8GB RAM and an Intel Core i5 or i7. 3. Use two physical disks with a 2nd hard drive caddy instead of the DVD drive: a. The first disk should be a SSD for your operating system. b. The second disk should be a 7200rpm disk with a minimum of 640GB to store your virtual images. I bought the Samsung Spinpoint MP4 HM640JJ 640GB and it works fast and reliable. Actually I wanted to get the Seagate Momentus 7200 750 GB but it wasn’t available when I needed it. 4. Use Hyper-V instead of VMware Workstation. After using both the last 2 years I recommend Hyper-V since it has a better performance. Even when saving the virtual machine Hyper-V is a lot faster than VMware Workstation.
1st Internal Hard Disk (Operating System)
2nd Internal Hard Disk (Virtual Images)
Alternative Have you heard of CloudShare? You can setup a SharePoint 2010 farm in about 5 minutes which I have tested myself. You can try it for free for 14 days where you can build a farm with different servers.
6
Install SharePoint Server 2007
2. Windows Server 2008 R2
If you have an existing Windows Server 2008 R2 installation you can skip to step 2.2.
2.1. Installation
The installation is straight forward and doesn’t require any detailed explanation. It is recommended but not required to 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“ or „Windows Server 2008 R2 Enterprise (Full installation) x64” and accept the license agreement.
3. Select „Custom (advanced)” and create a new partition.
Windows Server 2008 R2
7
4. Wait for the installation to complete.
At this point you have a basic but not configured Windows Server 2008 R2 image.
2.2. Updates
Windows Server 2003 You need to apply the following updates: 1. Service Pack 14
4
Microsoft Windows Server 2003 Service Pack 1 (32 bit), http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources
8
Install SharePoint Server 2007
2.3. Configuration
In order to avoid problems during the installation process later it is highly recommended to do the following steps. 2.3.1 Computer settings 1. Join a domain and rename your computer if necessary. Restart your computer.
2. Enable virtual memory.
Windows Server 2008 R2
9
2.3.2 Network settings 1. Enable “File and printer sharing” to access your image using remote desktop.
10
Install SharePoint Server 2007
2.3.3 Remote Desktop 1. Enable remote desktop.
2.3.4 Firewall settings 1. Turn off Windows Firewall for domain networks.
Windows Server 2008 R2
11
2.3.5 IE Enhanced Security Configuration 1. Disable IE enhanced security configuration if you have an isolated Hyper-V environment and you want to work directly on the server (e.g. open Central Administration).
12
Install SharePoint Server 2007
3. Windows Server 2008 R2 - Roles and features
After installing Windows Server 2008 R2 you need to prepare your server depending on the required role in your environment.
3.1. Active Directory
This 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 don’t use the domain name of a
Windows Server 2008 R2 - Roles and features
13
website. 2. Don’t 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 virtual environment we don’t 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 this warning. Click yes as long as you have one network adapter with a static IP address.
14
Install SharePoint Server 2007
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 don’t need to do any configuration regarding the Active Directory. Necessary account operations are described later.
Windows Server 2008 R2 - Roles and features
15
3.2. Web Server (IIS) and Application Server
SharePoint 2007 requires the Web Server (IIS) role and Application Server role including .NET Framework 3.5 SP1. 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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Install SharePoint Server 2007
5. Proceed to the role services selection and add the features you can see in the picture. If you are prompted to add required role services and features click yes.
6. Proceed to the role services selection and add the following features.
Windows Server 2008 R2 - Roles and features
17
7. Click install
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Install SharePoint Server 2007
3.3. Pop3, SMTP, Outlook
Since Windows Server 2008 the Pop3 server feature is deprecated. If you need mail you have to install Exchange Server or something similar.
Administrative and service accounts
19
4. Administrative and service accounts
In order to install SharePoint 2007 there are 9 accounts which are most important.
4.1. Accounts
You need to create the following accounts in Active Directory: Account type SQL Server Service Setup Administrator Farm Account SSP Admin Application Pool SSP MySite Application Pool SSP Service WSS Search Service WSS Search Content Access MOSS Search Service These accounts don’t have to be member of a certain group. Account name (example) sqlSvcAcc setupAdmin spFarmAcc spSSPAdmAP spSSPMySiteAP spSSPSrv spWSSSearchSvc spWSSSearchCA spMOSSSearchSvc
Make sure each account has the following properties: User cannot change password and Password never expires.
20
Install SharePoint Server 2007
4.2. Assign permission
You need to assign permission only to the SharePoint 2007 setup administrator setupAdmin. 4.2.1 SQL Server service account You don’t 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 2007 and you need to manually assign permissions. 1. The SharePoint 2007 setup administrator has to be a member of the administrators group on every server SharePoint will be installed.
2. This configuration step is done after SQL Server is installed and is documented here for the purpose of completeness. The SharePoint 2007 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
Administrative and service accounts
21
your SharePoint 2007 setup administrator should also be the SQL Server Administrator.
4.2.3 Farm account You don’t need to assign permissions since they are automatically assigned by the SharePoint 2007 setup administrator during installation and configuration. The farm account is used: 1. for configuration and management of the server farm and 2. as an application pool account for Central Administration.
22
Install SharePoint Server 2007
5. SQL Server 2008 R2
This chapter explains the installation and configuration of SQL Server 2008 R2.
5.1. Software requirements5
You need to meet at least the following requirements if you want to install SharePoint Server 2007 without the built-in database: SQL Server 2000 with Service Pack 4 (SP4)
SQL Server 2005 with Service Pack 1 (SP1)
SQL Server 2008
SQL Server 2008 R2
Remarks If you install SQL Server 2008 RTM on Windows Server 2008 R2 you need to apply SP1 for SQL Server 2008 after installation. So you can continue installing SQL Server 2008 if you see the following picture:
5
Determine hardware and software requirements (Office SharePoint Server), http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources
SQL Server 2008 R2
23
5.2. Installation
The 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.
24
Install SharePoint Server 2007
4. Select Database Engine Services and Management Tools - Basic and click next. Depending on 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.
SQL Server 2008 R2
25
7. Keep the collation settings.
8. Add the setup administrator a SQL Server administrator if you have an isolated Hyper-V environment.
9. Click next and finish the installation of SQL Server 2008 R2.
26
Install SharePoint Server 2007
5.3. Configuration
There are two configuration steps you need to do: assign permission to the SharePoint 2007 setup administrator and configure networking. 5.3.1 Assign permission The SharePoint 2007 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 2007 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 don’t have the sysadmin role assigned.
SQL Server 2008 R2
27
5.3.2 Configure networking At the end you need to enable named pipes and restart your computer.
Start > All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager
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Install SharePoint Server 2007
6. SharePoint Server 2007
This chapter explains the installation and configuration of SharePoint Server 2007. Important: If you are not logged on with the setup administrator please logon using the above created account (setupAdmin).
6.1. Prerequisites
Depending on the version of Windows Server and SQL Server you need to pick a different version of SharePoint Server 20076: You need at least Microsoft Office SharePoint Server 2007 if you have the following editions: o SQL Server 2000 o SQL Server 2005 o Windows Server 2003 You need at least Microsoft Office SharePoint Server 2007 with SP1 if you have the following editions: o SQL Server 2008 o Windows Server 2008 You need at least Microsoft Office SharePoint Server 2007 with SP2 if you have the following editions: o SQL Server 2008 R2 o Windows Server 2008 R2
Note: You need a slipstreamed version. Installing SP2 after installing MOSS 2007 on Windows Server 2008 R2 doesn’t work. Anyway it is recommended to use the latest service pack.
6
Determine hardware and software requirements (Office SharePoint Server), http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources
SharePoint Server 2007
29
6.2. Installation
The installation itself requires only few steps to be completed. 1. Enter the product key, accept the license agreement and click Advanced.
2. Select a complete installation.
3. Wait until the installation has finished and run the products configuration wizard.
30
Install SharePoint Server 2007
4. Create a new server farm.
5. Enter the server name of your SQL Server and add the farm account and its credentials.
SharePoint Server 2007
31
6. Specify a different port number if required.
7. Finish the configuration wizard.
8. After successfully installing SharePoint 2007 the configuration wizard is closed and the
Central Administration automatically opens with the following screen.
32
Install SharePoint Server 2007
6.3. Configuration
After the installation of SharePoint 2007 is completed the following settings should be configured. 6.3.1 Services At the beginning you have to start three services.
1. Start the ‘Windows SharePoint Search Service’ and enter the service account spWSSSearchSvc and the content access account spWSSSearchCA.
2. After that start the ‘Office SharePoint Server Search’ and enter the service account spMOSSSearchSvc. Please select Use this server for indexing content and Use this server for
SharePoint Server 2007
33
serving search queries. Otherwise the configuration is not complete.
3. Now you can start the Excel Calculation Services (or not). You are finished with the services.
34
Install SharePoint Server 2007
6.3.2 Shared Service Provider Go to Shared Services Administration and create a new Share Services Provider (SSP).
You need to create two web applications for the SSP Administration site and the My Site as well as specifying other properties.
1. Create the web application for SSP Administration site using the account spSSPAdmAP as the application pool account.
SharePoint Server 2007
35
2. Create the web application for My Site using the account spSSPMySiteAP as the application pool account. 3. After creating both web applications you should be back creating the SSP.
4. Provide the SSP service account spSSPSvc.
5. Click ‘Ok’ to start the creation of the SSP. 6. The configuration of the Shared Service Provider is finished.
7. Please be patient until server farm configuration not complete disappears.
36
Install SharePoint Server 2007
7. End User License Agreement
End User License Agreement (EULA) for this e-book by Andreas Glaser Software Engineering GmbH Object/Purpose of the EULA
1
This End User License Agreement (hereafter referred to as «EULA») is part of the Agreement between Andreas Glaser Software Engineering GmbH (hereafter referred to as «Licensor») and you (either an individual or a single entity; hereafter referred to as «Licensee») concerning this e-book. The EULA shall regulate the use of the e-book and the liability of the Licensor.
Grant of License
2
The Licensor grants to the Licensee the right of use of the e-book within the scope of the description on the Homepage and limited in accordance with this EULA. All rights not expressly granted to the Licensee are reserved by the Licensor. The following License clauses shall be decisive for all Versions of the e-book.
3 4
No Assignments or Sublicenses
5
The Licensee shall not be entitled to assign any rights, nor delegate any duties under this EULA. The Licensor keeps the exclusive right to grant Licenses. The Licensee shall not have the right to grant sublicenses.
6
Property Rights; no Changes
7
The Licensee recognizes and acknowledges that the e-book and its contents are protected by intellectual property rights (particularly copyright) of the Licensor and constitute a valuable trade secret. All trademarks are property of their respective owners. The Licensee agrees that he shall protect and hold in confidence all the e-book and information provided by the Licensor. The Licensee shall undertake to use the e-book (any copies included) unchanged „as supplied by the Licensor”. Furthermore the Licensee shall not remove or alter any copyright notices on any and all copies of the e-book. The Licensee shall only use the e-book for his own purposes but neither rent, lease, lend or resell it. The Licensee shall be allowed to make copies of the e-book only for backup and archival purposes.
8
9
10
Compliance with applicable laws
11
The Licensee must comply with all applicable laws regarding the use of the e-book.
End User License Agreement
37
Termination / Liability for Damages
12
If the Licensee fails to comply with the terms and conditions of this EULA the Licensor may terminate the License. In this case the Licensee is obliged to destroy all copies of the e-book in his possession. The Licensee failing to comply with the terms and conditions of this EULA shall be liable for all direct and indirect damage/loss caused at the Licensor.
13
Warranties and Limitation of Liability
14
The e-book shall be provided „as is“ and without any warranties. In particular the Licensor shall not warrant that the e-book is complete or faultless. The Licensor shall not warrant that the e-book is utilizable - or does fit - for a certain purpose, or that the e-book is compatible with the applicable laws. The Licensor shall not warrant that the e-book or the medium of delivery is free from virus and other such computer program. Further warranty of title shall be excluded. In no event shall the Licensor be liable for any direct or indirect damages rising out of use of the e-book or inability to use the e-book. In particular the Licensor shall not be liable for loss of profit, business interruption or loss of data. As far as it is impossible to exclude liability or warranty, the Licensor’s liability shall be limited to gross negligence and intention. If any third party claims that its rights have been infringed by the activities of the Licensee acting within the scope of this EULA, the Licensor must be notified immediately. If such third party commences legal action against such Licensee, the latter shall take all urgent and necessary steps to defend against such claim and enter into discussion with the Licensor in order to determine further action.
15
16
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Applicable Law and Jurisdiction
18
The Parties agree that the interpretation and performance of this EULA, its validity and their respective rights and obligations there under as well as all Agreements in connection with this EULA shall be governed by Swiss law. Any changes and amendments to this EULA shall be made in writing and signed by the Parties. Disputes under this EULA or in connection with this EULA shall be settled amicably. In case of failing exclusive the courts of St. Gallen, Switzerland, shall have jurisdiction.
19
20
Severability Clause
21
If any provision of this EULA is entirely or partially ineffective, this shall not affect the validity of the remaining provisions. Such ineffective provision shall retroactively be replaced with a regulation that comes as close as possible to the contents and the intended purpose of the ineffective provision.
Install SharePoint Server 2007
Installation and configuration for development
This tutorial helps you to install SharePoint Server 2007. 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 Server 2007.
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
Andreas Glaser Software Engineering GmbH Version: 1.1, 3/9/2011
Overview
1
Table of contents 1. Overview .............................................................................................................................. 2 1.1. 1.2. 1.3. 2. 2.1. 2.2. 2.3. Hardware requirements .......................................................................................................... 3 Software requirements ........................................................................................................... 4 Example: Hyper-V Development Environment ....................................................................... 5 Installation ............................................................................................................................... 6 Updates ................................................................................................................................... 7 Configuration ........................................................................................................................... 8 Computer settings ........................................................................................................... 8 Network settings ............................................................................................................. 9 Remote Desktop ............................................................................................................ 10 Firewall settings ............................................................................................................. 10 IE Enhanced Security Configuration .............................................................................. 11
Windows Server 2008 R2 ....................................................................................................... 6
2.3.1 2.3.2 2.3.3 2.3.4 2.3.5 3. 3.1. 3.2. 3.3. 4. 4.1. 4.2.
Windows Server 2008 R2 - Roles and features...................................................................... 12 Active Directory ..................................................................................................................... 12 Web Server (IIS) and Application Server ............................................................................... 15 Pop3, SMTP, Outlook............................................................................................................. 18 Accounts ................................................................................................................................ 19 Assign permission .................................................................................................................. 20 SQL Server service account ........................................................................................... 20 Setup administrator....................................................................................................... 20 Farm account ................................................................................................................. 21
Administrative and service accounts .................................................................................... 19
4.2.1 4.2.2 4.2.3 5. 5.1. 5.2. 5.3.
SQL Server 2008 R2 ............................................................................................................. 22 Software requirements ......................................................................................................... 22 Installation ............................................................................................................................. 23 Configuration ......................................................................................................................... 26 Assign permission .......................................................................................................... 26 Configure networking .................................................................................................... 27
5.3.1 5.3.2 6. 6.1. 6.2. 6.3.
SharePoint Server 2007 ....................................................................................................... 28 Prerequisites.......................................................................................................................... 28 Installation ............................................................................................................................. 29 Configuration ......................................................................................................................... 32 Services .......................................................................................................................... 32 Shared Service Provider................................................................................................. 34
6.3.1 6.3.2 7.
End User License Agreement ............................................................................................... 36
2
Install SharePoint Server 2007
1. Overview
We are going to setup a SharePoint Server 2007 development environment containing two servers:
SharePoint Server Database Server W2K8R2-03 192.168.1.3
Active Directory W2K8R2-02 192.168.1.2
We don’t 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 downloads for this tutorial are documented here: http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx
Please post your comments and suggestions here: http://www.facebook.com/pages/andreasglasernet/115186135223629
1
End-to-end deployment scenarios, http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx
Overview
3
1.1. Hardware requirements
Hardware requirements are depending on the type of server you are going to setup. For a standalone installation it is recommended2 to use at least the following hardware: Component Processor RAM Hard disk Minimum requirement 2.5 Ghz 1 GB 3 GB free space
For a server farm with application and front-end web servers it is recommended to use at least the following hardware: Component Processor RAM Hard disk These numbers are dated October 2010 and might change. The given numbers are really low so I suggest using minimum the following hardware specification for a development environment: Component Processor RAM Hard disk Minimum requirement 64-bit, two cores 8 GB 1st: 256 GB SSD 2nd: 512 GB Data Minimum requirement 2.5 Ghz 2 GB 3 GB free space
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 doesn’t matter.
2
Determine hardware and software requirements (Office SharePoint Server), http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources
4
Install SharePoint Server 2007
1.2. Software requirements
Software requirements are depending on the type of server you are going to setup3. Database server In order to deploy SharePoint Server 2007 with SQL Server you need one of the following: SQL Server 2000, 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 In order to deploy SharePoint Server 2007 you need one of the following operating system: Windows Server 2003 Standard, Enterprise, Datacenter, Web Edition, Windows Server 2008 Standard, Enterprise, Data Center, Web Server or Windows Server 2008 R2 Standard, Enterprise, Data Center, Web Server.
Note: Although the different editions of Windows Server 2008 and Windows Server 2008 R2 are not directly listed in the mentioned reference it should work.
Detailed software requirements as well as updates are discussed in the according chapter later.
3
Determine hardware and software requirements (Office SharePoint Server), http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources
Overview
5
1.3. Example: Hyper-V Development Environment
Regarding the software and hardware requirements I recommend the following setup as a development environment: 1. Use a laptop so you are flexible where you work. You don’t depend on a certain server or domain or something else. 2. Use at least 8GB RAM and an Intel Core i5 or i7. 3. Use two physical disks with a 2nd hard drive caddy instead of the DVD drive: a. The first disk should be a SSD for your operating system. b. The second disk should be a 7200rpm disk with a minimum of 640GB to store your virtual images. I bought the Samsung Spinpoint MP4 HM640JJ 640GB and it works fast and reliable. Actually I wanted to get the Seagate Momentus 7200 750 GB but it wasn’t available when I needed it. 4. Use Hyper-V instead of VMware Workstation. After using both the last 2 years I recommend Hyper-V since it has a better performance. Even when saving the virtual machine Hyper-V is a lot faster than VMware Workstation.
1st Internal Hard Disk (Operating System)
2nd Internal Hard Disk (Virtual Images)
Alternative Have you heard of CloudShare? You can setup a SharePoint 2010 farm in about 5 minutes which I have tested myself. You can try it for free for 14 days where you can build a farm with different servers.
6
Install SharePoint Server 2007
2. Windows Server 2008 R2
If you have an existing Windows Server 2008 R2 installation you can skip to step 2.2.
2.1. Installation
The installation is straight forward and doesn’t require any detailed explanation. It is recommended but not required to 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“ or „Windows Server 2008 R2 Enterprise (Full installation) x64” and accept the license agreement.
3. Select „Custom (advanced)” and create a new partition.
Windows Server 2008 R2
7
4. Wait for the installation to complete.
At this point you have a basic but not configured Windows Server 2008 R2 image.
2.2. Updates
Windows Server 2003 You need to apply the following updates: 1. Service Pack 14
4
Microsoft Windows Server 2003 Service Pack 1 (32 bit), http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources
8
Install SharePoint Server 2007
2.3. Configuration
In order to avoid problems during the installation process later it is highly recommended to do the following steps. 2.3.1 Computer settings 1. Join a domain and rename your computer if necessary. Restart your computer.
2. Enable virtual memory.
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2.3.2 Network settings 1. Enable “File and printer sharing” to access your image using remote desktop.
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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 and you want to work directly on the server (e.g. open Central Administration).
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3. Windows Server 2008 R2 - Roles and features
After installing Windows Server 2008 R2 you need to prepare your server depending on the required role in your environment.
3.1. Active Directory
This 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 don’t use the domain name of a
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website. 2. Don’t 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 virtual environment we don’t 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 this warning. Click yes as long as you have one network adapter with a static IP address.
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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 don’t need to do any configuration regarding the Active Directory. Necessary account operations are described later.
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3.2. Web Server (IIS) and Application Server
SharePoint 2007 requires the Web Server (IIS) role and Application Server role including .NET Framework 3.5 SP1. 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 you are 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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3.3. Pop3, SMTP, Outlook
Since Windows Server 2008 the Pop3 server feature is deprecated. If you need mail you have to install Exchange Server or something similar.
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4. Administrative and service accounts
In order to install SharePoint 2007 there are 9 accounts which are most important.
4.1. Accounts
You need to create the following accounts in Active Directory: Account type SQL Server Service Setup Administrator Farm Account SSP Admin Application Pool SSP MySite Application Pool SSP Service WSS Search Service WSS Search Content Access MOSS Search Service These accounts don’t have to be member of a certain group. Account name (example) sqlSvcAcc setupAdmin spFarmAcc spSSPAdmAP spSSPMySiteAP spSSPSrv spWSSSearchSvc spWSSSearchCA spMOSSSearchSvc
Make sure each account has the following properties: User cannot change password and Password never expires.
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4.2. Assign permission
You need to assign permission only to the SharePoint 2007 setup administrator setupAdmin. 4.2.1 SQL Server service account You don’t 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 2007 and you need to manually assign permissions. 1. The SharePoint 2007 setup administrator has to be a member of the administrators group on every server SharePoint will be installed.
2. This configuration step is done after SQL Server is installed and is documented here for the purpose of completeness. The SharePoint 2007 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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your SharePoint 2007 setup administrator should also be the SQL Server Administrator.
4.2.3 Farm account You don’t need to assign permissions since they are automatically assigned by the SharePoint 2007 setup administrator during installation and configuration. The farm account is used: 1. for configuration and management of the server farm and 2. as an application pool account for Central Administration.
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5. SQL Server 2008 R2
This chapter explains the installation and configuration of SQL Server 2008 R2.
5.1. Software requirements5
You need to meet at least the following requirements if you want to install SharePoint Server 2007 without the built-in database: SQL Server 2000 with Service Pack 4 (SP4)
SQL Server 2005 with Service Pack 1 (SP1)
SQL Server 2008
SQL Server 2008 R2
Remarks If you install SQL Server 2008 RTM on Windows Server 2008 R2 you need to apply SP1 for SQL Server 2008 after installation. So you can continue installing SQL Server 2008 if you see the following picture:
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Determine hardware and software requirements (Office SharePoint Server), http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources
SQL Server 2008 R2
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5.2. Installation
The 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. Depending on 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-V environment.
9. Click next and finish the installation of SQL Server 2008 R2.
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5.3. Configuration
There are two configuration steps you need to do: assign permission to the SharePoint 2007 setup administrator and configure networking. 5.3.1 Assign permission The SharePoint 2007 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 2007 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 don’t have the sysadmin role assigned.
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5.3.2 Configure networking At the end you need to enable named pipes and restart your computer.
Start > All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager
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6. SharePoint Server 2007
This chapter explains the installation and configuration of SharePoint Server 2007. Important: If you are not logged on with the setup administrator please logon using the above created account (setupAdmin).
6.1. Prerequisites
Depending on the version of Windows Server and SQL Server you need to pick a different version of SharePoint Server 20076: You need at least Microsoft Office SharePoint Server 2007 if you have the following editions: o SQL Server 2000 o SQL Server 2005 o Windows Server 2003 You need at least Microsoft Office SharePoint Server 2007 with SP1 if you have the following editions: o SQL Server 2008 o Windows Server 2008 You need at least Microsoft Office SharePoint Server 2007 with SP2 if you have the following editions: o SQL Server 2008 R2 o Windows Server 2008 R2
Note: You need a slipstreamed version. Installing SP2 after installing MOSS 2007 on Windows Server 2008 R2 doesn’t work. Anyway it is recommended to use the latest service pack.
6
Determine hardware and software requirements (Office SharePoint Server), http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources
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6.2. Installation
The installation itself requires only few steps to be completed. 1. Enter the product key, accept the license agreement and click Advanced.
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.
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6. Specify a different port number if required.
7. Finish the configuration wizard.
8. After successfully installing SharePoint 2007 the configuration wizard is closed and the
Central Administration automatically opens with the following screen.
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6.3. Configuration
After the installation of SharePoint 2007 is completed the following settings should be configured. 6.3.1 Services At the beginning you have to start three services.
1. Start the ‘Windows SharePoint Search Service’ and enter the service account spWSSSearchSvc and the content access account spWSSSearchCA.
2. After that start the ‘Office SharePoint Server Search’ and enter the service account spMOSSSearchSvc. Please select Use this server for indexing content and Use this server for
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serving search queries. Otherwise the configuration is not complete.
3. Now you can start the Excel Calculation Services (or not). You are finished with the services.
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6.3.2 Shared Service Provider Go to Shared Services Administration and create a new Share Services Provider (SSP).
You need to create two web applications for the SSP Administration site and the My Site as well as specifying other properties.
1. Create the web application for SSP Administration site using the account spSSPAdmAP as the application pool account.
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2. Create the web application for My Site using the account spSSPMySiteAP as the application pool account. 3. After creating both web applications you should be back creating the SSP.
4. Provide the SSP service account spSSPSvc.
5. Click ‘Ok’ to start the creation of the SSP. 6. The configuration of the Shared Service Provider is finished.
7. Please be patient until server farm configuration not complete disappears.
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7. End User License Agreement
End User License Agreement (EULA) for this e-book by Andreas Glaser Software Engineering GmbH Object/Purpose of the EULA
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This End User License Agreement (hereafter referred to as «EULA») is part of the Agreement between Andreas Glaser Software Engineering GmbH (hereafter referred to as «Licensor») and you (either an individual or a single entity; hereafter referred to as «Licensee») concerning this e-book. The EULA shall regulate the use of the e-book and the liability of the Licensor.
Grant of License
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The Licensor grants to the Licensee the right of use of the e-book within the scope of the description on the Homepage and limited in accordance with this EULA. All rights not expressly granted to the Licensee are reserved by the Licensor. The following License clauses shall be decisive for all Versions of the e-book.
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No Assignments or Sublicenses
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The Licensee shall not be entitled to assign any rights, nor delegate any duties under this EULA. The Licensor keeps the exclusive right to grant Licenses. The Licensee shall not have the right to grant sublicenses.
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Property Rights; no Changes
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The Licensee recognizes and acknowledges that the e-book and its contents are protected by intellectual property rights (particularly copyright) of the Licensor and constitute a valuable trade secret. All trademarks are property of their respective owners. The Licensee agrees that he shall protect and hold in confidence all the e-book and information provided by the Licensor. The Licensee shall undertake to use the e-book (any copies included) unchanged „as supplied by the Licensor”. Furthermore the Licensee shall not remove or alter any copyright notices on any and all copies of the e-book. The Licensee shall only use the e-book for his own purposes but neither rent, lease, lend or resell it. The Licensee shall be allowed to make copies of the e-book only for backup and archival purposes.
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Compliance with applicable laws
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The Licensee must comply with all applicable laws regarding the use of the e-book.
End User License Agreement
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Termination / Liability for Damages
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If the Licensee fails to comply with the terms and conditions of this EULA the Licensor may terminate the License. In this case the Licensee is obliged to destroy all copies of the e-book in his possession. The Licensee failing to comply with the terms and conditions of this EULA shall be liable for all direct and indirect damage/loss caused at the Licensor.
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Warranties and Limitation of Liability
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The e-book shall be provided „as is“ and without any warranties. In particular the Licensor shall not warrant that the e-book is complete or faultless. The Licensor shall not warrant that the e-book is utilizable - or does fit - for a certain purpose, or that the e-book is compatible with the applicable laws. The Licensor shall not warrant that the e-book or the medium of delivery is free from virus and other such computer program. Further warranty of title shall be excluded. In no event shall the Licensor be liable for any direct or indirect damages rising out of use of the e-book or inability to use the e-book. In particular the Licensor shall not be liable for loss of profit, business interruption or loss of data. As far as it is impossible to exclude liability or warranty, the Licensor’s liability shall be limited to gross negligence and intention. If any third party claims that its rights have been infringed by the activities of the Licensee acting within the scope of this EULA, the Licensor must be notified immediately. If such third party commences legal action against such Licensee, the latter shall take all urgent and necessary steps to defend against such claim and enter into discussion with the Licensor in order to determine further action.
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Applicable Law and Jurisdiction
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The Parties agree that the interpretation and performance of this EULA, its validity and their respective rights and obligations there under as well as all Agreements in connection with this EULA shall be governed by Swiss law. Any changes and amendments to this EULA shall be made in writing and signed by the Parties. Disputes under this EULA or in connection with this EULA shall be settled amicably. In case of failing exclusive the courts of St. Gallen, Switzerland, shall have jurisdiction.
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Severability Clause
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If any provision of this EULA is entirely or partially ineffective, this shall not affect the validity of the remaining provisions. Such ineffective provision shall retroactively be replaced with a regulation that comes as close as possible to the contents and the intended purpose of the ineffective provision.
