http://www.sharepointne.com

Welcome to the Nebraska SharePoint

User Group

Agenda

• Quick Intro• Installation• Configuration• Break• Administration• Q & A / Networking

http://www.sharepointne.com

User Group Goal / Objectives

Develop and support a local community focused on Microsoft SharePoint Technologies

• Educate user group members about SharePoint Technologies• Transfer knowledge within the community• Communicate best practices• Introduce new products / solutions

http://www.sharepointne.com

Introductions – NESPUG Sponsors

Inetium (www.inetium.com)• Technology consulting company• Microsoft Gold Certified Partner• Practice area focused on SharePoint• Host of Minnesota SharePoint Users Group

Microsoft (www.microsoft.com)• I’m guessing you’ve heard of them

http://www.sharepointne.com

www.sharepointne.com

• Website for user group• SharePoint resource documents• SharePoint resource websites links• RSS Feeds • Meeting Schedule• Past User Group Presentations

www.sharepointne.com

http://www.sharepointne.com

Upcoming Schedule

• Next Meeting

• April 4th 8:30 AM to 11:30 AM

• Microsoft’s Omaha Office

• Ongoing Schedule

• 1nd Wednesday of every month

• 8:30 to AM 11:30 am

• Microsoft’s Omaha Office

http://www.sharepointne.com

Conferences• SharePoint Connections – March 25-28 – Orlando, FLhttp://www.devconnections.com/shows/SP2007SP/default.asp?s=91 • Advisor Summit – May 6-10 Anaheim, CA http://advisorevents.com/cte0705p.nsf/w/cmsMain

• Microsoft Business Intelligence Conference - May 9-11 – Seattle, WA http://www.microsoftbiconference.com/

• Tech Ed – June 4-8 - Orlando, FL http://www.microsoft.com/events/teched2007/default.mspx

• PDC – October 2-5 - Los Angeles, CA http://msdn.microsoft.com/events/pdc/

• SharePoint Connections – Fall – Las Vegas, NV

http://www.sharepointne.com

Before we begin…

• This is a HUGE topic• We want to give you enough information to get up and

running• There are a lot of references available

– End of slide deck– On the NESPUG site

Overview

Terms

Overview

Web Application A web site with unique content

IIS Web Application “virtual server” in IIS. A unique instance of:• IP Address• Host Header• Port Number

Site Collection/Site A collection of sites and sub-webs

Web A container for lists, libraries, and files

CA: Central Admin Manage SharePoint Farm settings

SSP: Shared Services Manage additional “shared” configuration options that can be shared across multiple Web Applications (search, profiles, My Sites)

HTTPS/SSL Run your site securely on port 443

Kerberos & NTLM Windows Authentication types (forms authentication also available)

WSS Windows SharePoint Services

MOSS Microsoft Office SharePoint Server

Server Editions

• WSS 3.0– Prerequisites and process are a simplified version of the SharePoint

Server options. Configuration is also simplified

• MOSS (Standard/Enterprise/SP for Search)– Installation we will be focusing on today

Overview

Installation Types

• Stand-alone installation – Installs the SQL Server 2005 Embedded Edition and uses a default set of install options.

• Single-Server Farm – Allows you to use an existing SQL Server instance on the same machine.

• Medium/Large Server Farm– The most flexible and scalable options for installing and future expansion.

Overview

Server Topology

Overview

DatabaseServer

Web Front End Index / Search

Installation

Service Accounts

• Create at least one service account, but many options are now available• Central Administration / Each Web Application• SSP• Search indexer• Others, see documentation

• Service account needs to be a local administrator on the• Database and all SharePoint Servers

• On the Database server• DB Creator, DB Sys Admin, DB Security Admin

Installation

Service Accounts

Installation

• Create an e-mail account that can be used for ‘From’ and ‘Reply-to’ settings

• Set service account passwords to not expire

• Always use the ‘domain\username’ format

SQL Server Setup

• SQL Server 2000• No additional settings

• SQL Server 2005• Database Collation settings• Surface Area settings

• Clustered Servers• Start with a single node cluster if future expansion is

needed

Installation

SharePoint Servers

• Windows Server 2003 SP1 and fully patched• Validate IIS is installed• Validate ASP.NET 2.0 is installed and enabled

(aspnet_regiis.exe)• Check for WSS v2 installation and turn off (unless side by side)• Install .NET Framework 3.0

• Once all of these are in place, run the SharePoint setup file.

Installation

SharePoint Installation

• A few slides...

Installation

Product Key

• Green check mark will show up once a valid key has been entered.

(SharePoint Office Server only – not necessary for WSS)

Installation

License Terms

• Read, accept and Continue

Installation

Installation Type

• Basic – Essentially a one-click install

• Advanced – Many more options available

Installation

Server Type

• Complete: All components needed for any server role or service in a farm(SharePoint Office Server only)

• Web Front End: Files required for core (WSS) functionality as web server, but limited functionality in a farm

• Stand-alone: Same as choosing ‘Basic’, but you can select a different file location.

Installation

File Location

• Alternate location for binary files. Common files will still be installed in the default location.

Installation

Microsoft Feedback Program

• ‘Install Now’ will begin the binary file installation

• No database changes have been made yet

• No IIS changes have been made yet

Installation

Installation Complete

• Uncheck the checkbox if you don’t want to run the Configuration Wizard right away

• You will want to uncheck if you are installing SharePoint on multiple servers in a farm

• Also allows for “pretty named” CA Content Database

Installation

Summary

• SharePoint binaries have been deployed

• Farm does not exist

• No Database changes

• No IIS changes

Installation

Configuration

Configuration Steps

• Optionally use psconfig.exe for more configuration options

• Use the SharePoint Configuration Wizard to create/join a server farm

Configuration

Configuration Basics and Tips

Configuration

• REMINDER: Run the Configuration Wizard and other tasks while logged on as the domain service account

• Prior to running the Configuration Wizard, use the psconfig.exe tool to avoid a database name default value (recommended)

• In a farm, the first machine that the Configuration Wizard is run on will host the Central Administration site

• (Optional) Identify a port number that will be used for the Central Administration site

psconfig.exe

• Run on the same server that the Central Administration will be created on.

• Same file location as STSADM.exeC:\Program Files\Common Files\Microsoft Shared\web server extensions\12\bin

• Pre-install the Config and AdminContent databases

Psconfig –cmd configdb –create –server <SQL_servername> –database <name_of_precreated_configdb> –user <domain\dbaccessaccount> –password <dbaccesspw> –admincontentdatabase <name_of_precreated_admincontentdb>

Configuration

psconfig.exe (cont.)

Configuration

Configuration Wizard

Run the Configuration Wizard on the machine that will host the Central Administration first

Configuration

Start the Configuration Wizard

Configuration

Server Farm Settings

• Creating the Configuration database using psconfig.exe actually created the farm

• The Configuration Wizard recognizes the database that was created

Configuration

Central Administration configuration

• Either accept the randomly generated port number or specify a port number

• Specify security configuration(Kerberos outside the scope of this presentation)

Configuration

Review Configuration Settings

• ‘Next’ will start the configuration process running

Configuration

Configuration process

• Watch the progress• This is where the process

will fail if the service account does not have sufficient permissions

• Note: There will be 9 tasks when also configuring the Central Administration

Configuration

Configuration Complete

• Congratulations!

Configuration

Welcome to Central Administration

• ‘Server Farm Configuration Not Complete’ won’t go away until all steps have been completed

• Note that the farm now includes the single server and the SQL Server

• If not adding additional servers, services can now be configured

Configuration

Configure Additional Servers

• For medium/large farm environments

Configuration

Run Configuration Wizard on additional servers

• No matter what the roles of the additional servers, the process of adding them to the farm will be the same

• Roles will be assigned after the farm has been built

• Applies to both WSS and SharePoint Office Servers

Configuration

Specify the Configuration Database

• Find and connect to the existing configuration database

Configuration

Validate the database settings

• The process validates the database and the ability to connect to it with the credentials entered

• ‘Next’ will initiate the configuration process for the server

Configuration

Configuration Process

Configuration

Configuration Complete

• The additional server has been added to the farm.

Configuration

Installation Complete

• Both servers are now listed in the Farm Topology web part

Configuration

Shared Services Provider (SSP) – Prerequisite Steps

• (Office SharePoint Server only)• Activate and deactivate services on the servers• Create index and query service roles• Create Web Applications• Create and configure the SSP

Configuration

Office SharePoint Server Search service

• Office SharePoint Server 2007 only

• On the Operations tab

• Select the server where the service will run

Configuration

Start the service

• Click Start

Configuration

Index and Query Search Service Settings

• SSP configuration will require an index server

• Select indexing and/or query

• NOTE: Be sure to specify the full ‘domain\account’ name for the service account

• Specify the location of the index file for the query server

Configuration

Disable Unneeded Services

• For servers not serving web content:

Disable the Windows SharePoint Services Web Application service on a server1. On the SharePoint Central Administration home page, click the Operations tab on the top link bar.2. On the Operations page, in the Topology and Services section, click Services on server.3. On the Services on Server page, next to Window SharePoint Services Web Application, click Stop.

Configuration

Web Application for SSP

• Create a new Web application• Choose a port number (and file path)• Create and name a new app pool• Assign a service account• Assign a database name and server

Configuration

MySite Configuration

• Can create another web app, or…• (see reference link at end of deck – per Chris Johnson)

How-To: I am assuming you have your intranet/portal at http://OrgsIntranet and the mysites location is currently at

http://OrgsIntranet:12345/personal/<username> 1. First you have to make sure you have 2 managed paths set up in the http://OrgsIntranet web application. To

do this jump into central admin, "Application Management" tab, "Define Managed Paths". Make sure you are working on the right web application once you are in that screen.

2. Create an Explicit inclusion for path "mysite" 3. Create a Wildcard inclusion for path "personal" 4. Jump back into the "Application Management" tab & choose "Create site collection" 5. Create a new site (call it MySiteHost if you like), pick "Create site that this URL" and choose "mysite", also

pick the "My Site Host" template (important). 6. Once that site is created jump back into Central Admin, go into your Shared Services Provider configuration,

go into the "My Site settings" page 7. Set "Personal site provider" to "http://OrgsIntranet/mysite/" and "Location" to "personal", click OK.

Configuration

Create the Farm’s Shared Services

Configuration

New Shared Services Provider

Configuration

SSP Complete

Configuration

Break

5 – 10 minutes

Administration

Administration Levels

• Site Administration• Site Collection Administration• Central Administration• Shared Services Provider (SSP) Administration• Command-line utilities• Third-Party tools

Administration

Top Administrative Tasks

Administration

• STSADM• Site Template management• Web Part management• Features and Solutions• Recycle Bin

STSADM – Command line tool

Located at:C:\Program Files\Common Files\Microsoft Shared\web server

extensions\12\BIN

• Must be run on the server

Administration

STSADM – Command line tool

Key functions• Backup• Restore • setproperty

• days-to-show-new-icon• max-file-post-size• others

• Create sites

Administration

STSADM – Command line tool

All you need to know:

stsadm -help

Administration

activatefeatureaddalternatedomainaddcontentdbadddataconnectionfileaddexemptuseragentaddpathaddpermissionpolicyaddsolutionaddtemplateadduseraddwppackaddzoneurlallowuserformwebserviceproxyallowwebserviceproxyassociatewebappauthenticationbackupbackuphistorybinddrserviceblockedfilelistcanceldeploymentchangepermissionpolicycopyappbincontentcreateadminvscreatecmsmigrationprofilecreategroupcreatesitecreatesiteinnewdbcreatesspcreatewebdatabaserepairdeactivatefeaturedeleteadminvsdeletealternatedomaindeletecmsmigrationprofiledeleteconfigdbdeletecontentdbdeletegroupdeletepathdeletepermissionpolicydeletesitedeletesolutiondeletesspdeletessptimerjobdeletetemplatedeleteuserdeletewebdeletewppackdeletezoneurldeploysolutiondeploywppackdisablesscdisplaysolutioneditcmsmigrationprofileeditcontentdeploymentpatheditsspemailenablecmsurlredirectenablesscenumalternatedomainsenumcontentdbsenumdataconnectionfiledependantsenumdataconnectionfilesenumdeploymentsenumexemptuseragentsenumformtemplatesenumgroupsenumrolesenumservicesenumsitesenumsolutionsenumsspenumssptimerjobsenumsubwebsenumtemplatesenumusersenumwppacksenumzoneurlsexecadmsvcjobsexportextendvsextendvsinwebfarmforcedeletelistformtemplatequiescestatusgetadminportgetdataconnectionfilepropertygetformtemplatepropertygetpropertygetsitedirectoryscanschedulegetsitelockgeturlzoneimportinstallfeaturelistlogginglevelslistregisteredsecuritytrimmerslocalupgradestatusmanagepermissionpolicylevelmigrateuserosearchosearchdiacriticsensitivepreparetomoveprofilechangelogprofiledeletehandlerprovisionservicequiescefarmquiescefarmstatusquiesceformtemplatereconvertallformtemplatesrefreshdmsrefreshsitedmsregistersecuritytrimmerregisterwsswriterremovedataconnectionfileremovedrserviceremoveexemptuseragentremovesolutiondeploymentlockrenameserverrenamewebrestorerestoresspretractsolutionretractwppackruncmsmigrationprofileruncontentdeploymentjobscanforfeaturessetadminportsetapppasswordsetbulkworkflowtaskprocessingschedulesetconfigdbsetcontentdeploymentjobschedulesetdataconnectionfilepropertysetdefaultsspsetformtemplatepropertysetholdschedulesetlogginglevelsetpolicyschedulesetpropertysetrecordsrepositoryschedulesetsearchandprocessschedulesetsharedwebserviceauthnsetsitedirectoryscanschedulesetsitelocksetsspportsetworkflowconfigsiteownerspsearchspsearchdiacriticsensitivesyncsyncsolutionunextendvsuninstallfeatureunquiescefarmunquiesceformtemplateunregistersecuritytrimmerunregisterwsswriterupdateaccountpasswordupdatealerttemplatesupdatefarmcredentialsupgradeupgradesolutionupgradetargetwebapplicationuserrole

STSADM – Command line tool

Administration

backup

createweb

enumsubwebs

restore

setproperty

Site Templates

• Site Gallery• STSADM -addtemplate

Administration

Demo

Site Templates and STSADM

Web Parts

• Web Part Gallery• STSADM –addwppack

Administration

Demo

Web Part Gallery (NOT STSADM)

Features

• Features are packaged “stuff”• Web Parts• Workflow• Additional Menu items• Policies

• Must be installed and activated

• What makes up a feature?• At least two XML files stored in the “12 hive”

Administration

Features

• Central Administration• Operations - Global Configuration: Manage Farm Features• Application Mgmt - Web Application Features

• Site Collection Features • Web: Site Settings->Site Features

• Upgrade and Migration: • Enable Enterprise Features• Enable Features on existing sites

Administration

Solutions

• Solutions can package multiple features

• Must be installed and then deployed

• Facilitate deployment on farms• Scheduled deployments• Deploys to all servers in the farm

Administration

Recycle Bin

Administration

Recycle Bin

• Web Application

• Site Collection – Second tier Recycle Bin in Site Settings• Site – Recycle Bin available

Additional Administration Topics

• Search• Profiles• Auditing and Policies• Forms Authentication• E-mail to Document Library• More…

Administration

Resources

• Microsoft’s SharePoint Products and Technologies site– http://www.microsoft.com/sharepoint/default.mspx

• Microsoft SharePoint Products and Technologies Team Blog– http://blogs.msdn.com/sharepoint

• The Inetium Blog Server– http://blogs.inetium.com

– SharePoint blogs listed under IW

• Joel Oleson’s SharePoint Land - http://blogs.msdn.com/joelo/default.aspx

Meeting Resources

Resources

• TechNet Installation Reference Site

– http://technet2.microsoft.com/Office/en-us/library/776589ed-aba4-47eb-8c4d-86905ac11a511033.mspx?mfr=true

• Microsoft SharePoint Products and Technologies Team Blog (specific)

– http://blogs.msdn.com/sharepoint/archive/2006/11/16/announcing-the-rtw-of-wss-and-office-sharepoint-server-2007-standard-and-enterprise-evaluation.aspx

• Administrator’s Companion

– http://www.amazon.com/Microsoft-Office-SharePoint-Administrators-Companion/dp/0735622825/sr=8-1/qid=1171179023/ref=sr_1_1/104-0676530-9511934?ie=UTF8&s=books

Meeting Resources

Resources

• Which SharePoint technology documenthttp://sharepointne.inetium.com/User%20Group%20Presentations/Which

%20SharePoint%20technology%20is%20right%20for%20you.pdf

• Kerberos information http://support.microsoft.com/?kbid=832769

• MySite Setup optionshttp://blogs.msdn.com/cjohnson/archive/2006/09/15/754902.aspx

• SharePoint Products and Technologies Community

http://www.microsoft.com/technet/community/en-us/sharepoint/default.mspx

Meeting Resources

Certifications – SharePoint Installation and Configuration

• 70-631 - Windows SharePoint Services 3.0, Configuringhttp://www.microsoft.com/learning/exams/70-631.mspx

• 70-630 - Office SharePoint Server 2007, Configuringhttp://www.microsoft.com/learning/exams/70-630.mspx

Q & A

Give Away

http://www.sharepointmn.com

Thanks for coming!