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Module Overview
• Evaluating the Features of SharePoint 2010
• Preparing for SharePoint 2010
• Installing SharePoint 2010
• Advanced Installation of SharePoint 2010
Lesson 1: Evaluating the Features of SharePoint 2010
• The Value Proposition of SharePoint 2010
• The SharePoint Platform
• SharePoint Products and Technologies
• Sites
• Communities
• Content
• Search
• Insights
• Composites
The Value Proposition of SharePoint 2010
• SharePoint is the business collaboration platform for the enterprise and the Internet
• SharePoint enables your enterprise to
Deliver the best productivity experience
Cut costs with a unified infrastructure
Rapidly respond to business needs
• SharePoint does this by providingcapabilities
Sites, communities, content,search, insights and composites
The SharePoint Platform
Custom SolutionsCustom SolutionsMicrosoft and ISV SolutionsMicrosoft and ISV Solutions
SharePoint FoundationSharePoint Foundation
IISIIS Identity Services Identity Services
SQL Server SQL
Server
.NET Framework.NET Framework
Windows Server 2008/R2Windows Server 2008/R2
SharePoint ServerSharePoint Server
SharePoint Products and Technologies
• SharePoint Foundation 2010
• SharePoint Server 2010 for Intranet Scenarios
Standard or Enterprise Client Access License
• SharePoint Server 2010 for Internet Sites, Standard or Enterprise
• Office Web Apps
• FAST Search for SharePoint 2010
• FAST Search for SharePoint 2010 for Internet Sites
• Search Server 2010 and Search Server Express 2010
• Developer Tools
Visual Studio 2010
SharePoint Designer 2010
• Clients
Office client applications
SharePoint Workspace 2010
SharePoint Mobile
• Servers
Duet Enterprise for Microsoft SharePoint and SAP
Project Server
DynamicsMicrosoft and ISV SolutionsMicrosoft and ISV Solutions
SharePoint FoundationSharePoint Foundation
Custom SolutionsCustom Solutions
SharePoint ServerSharePoint Server
Sites
• Content delivery
• Content personalization
• Manageability and scalability
• Customization and extensibility
• Interoperability and platform consolidation
Communities
• Enterprise collaboration
• Identity and profile
• User generated content and feedback
• Business communities
• Manageability and extensibility
Communities
Business Communities
Social CommunitiesEnterprise Collaboration
capabilities
Shared CalendarsDiscussion Board
Task Lists Surveys
Versioning
Document Libraries
Podcasting
Comments
Microblogging
Blogs
Tags Profiles
Wikis
Ratings
Content
• Support for content and interaction with content
• Document and records management
• Definition of content and metadata
• Manageability and extensibility
Search
• People and expertise search
• Content sources, indexing, and query
• Results and relevance
• User search experience
• Manageability and extensibility
Insights
• Business intelligence: Self service access to information users need to manage their aspect of business
• Information sources
• Presentation and visualization of information
Composites• Access Services: Publish Access databases as web apps
• Business Connectivity Services Read-write access to back-end data
Disconnected experience: Outlook, Word, SharePoint Workspace
• Customizations: Browser, SharePoint Designer
• Workflows: Out-of-box, SharePoint Designer, Visio
• Forms: Customized Web forms or forms-based applications
• Visio: Publish diagrams, interact with objects and data
• Manageability Governance over all no-code solutions features
Control over infrastructure, data, and applications
No Code Solution
Lesson 2: Preparing for SharePoint 2010
• Roles and Topologies in SharePoint Farms
• Infrastructure Requirements
• Infrastructure Options
• Overview of SharePoint Licensing
• Role, Software and Configuration Prerequisites
• Installing Prerequisites
• Additional Prerequisites
• SharePoint, SQL Server, and Active Directory
• Service Accounts
• Client Browser and Application Requirements
Roles and Topologies in SharePoint Farms
• Roles
Web Front-End (WFE)
Database (SQL)
Application Server
• Central Administration
• Service Applications (SAs) such as search
• Office Web Apps
• Topologies
Single-server: all roles
Single WFE, SQL
Two WFEs (redundant web apps and services), SQL
Multiple servers providing redundancy and performance optimization based on the allocation of services, SQL cluster
Infrastructure Requirements
• CPUs: 4-core, 2.5 GHz, 8GB RAM
• 64-bit only
• Operating system
Windows Server 2008 SP2 x64
Windows Server 2008 R2 [x64]
• SQL Server
SQL Server 2005 SP3 with Cumulative Update 3 x64
SQL Server 2008 SP1 with Cumulative Update 2 or 5+ x64
SQL Server 2008 R2 x64
• Latest service packs and updates
• Details on TechNet
http://go.microsoft.com/fwlink/?LinkID=196879&clcid=0x409
Infrastructure Options
• Development
Development platform
• Windows Vista x64 SP2+, Windows 7 x64
4GB+ RAM
• SharePoint as a Service
Microsoft Online: Business Productivity Online Suite (BPOS)
SharePoint Online for Internet Sites
SharePoint Online: Dedicated servers
Office Live and Windows Live
Overview of SharePoint Licensing
• Windows Server 2008 or Windows Server 2008 R2 Server license plus client access license (CAL) for each user
Per-user CAL is most common
• SQL Server Express – no license required
• SQL Server Server product license
Per-processor license is most common
• SharePoint Foundation 2010 – no additional license required
• SharePoint Server 2010 Server product license
Standard CAL or Standard+Enterprise CAL for each user
• Licenses for other products and technologies Microsoft Office 2010
Role, Software and Configuration Prerequisites
• Server Roles: Web Server (IIS), Application Server
• Hotfix for Microsoft Windows (KB976394 / KB976462)
• Windows Identity Foundation (KB974405)
• Microsoft Sync Framework Runtime v1.0 (x64)
• Microsoft Chart Controls for Microsoft .NET Framework 3.5
• Microsoft Filter Pack 2.0
• Microsoft SQL Server 2008 Analysis Services ADOMD.NET
• Microsoft Server Speech Platform Runtime (x64)
• Windows PowerShell 2.0
• Optional: Microsoft Server Speech Recognition Language
• Optional: Microsoft SQL Server 2008 R2 Reporting Services Add-in for SharePoint Technologies (SSRS)
• http://go.microsoft.com/fwlink/?LinkID=106209
Installing Prerequisites
• Install SQL Server, service packs and updates
• Microsoft SharePoint 2010 Products Preparation Tool Also known as the Prerequisite Installer
Log on as the setup user, SP_Admin
Launch from the SharePoint Server 2010 Start page
• Configures roles and settings
• Installs missing prerequisites Downloads prerequisites from the Internet
Provides links for manual download
Scripted installation of prerequisites from a custom location
• Use the log to troubleshoot any errors Link to log in %temp% appears in the final page of the Wizard
If an error is found, fix it then re-run the installer
Additional Prerequisites
• ADO.NET Data Service Update
http://go.microsoft.com/fwlink/?LinkID=196880&clcid=0x409
Used for services like REST web services
• For Claims: KB 979917 for ASP.NET
http://go.microsoft.com/fwlink/?LinkID=196882&clcid=0x409
Disable loopback checking
http://go.microsoft.com/fwlink/?LinkID=196884&clcid=0x409
Production: Method 1 only (more secure)
• Development/Testing: Method 2 is OK
SharePoint, SQL Server, and Active Directory
• Active Directory
Identity
Authentication
• SQL Server
Configuration
Content
Services run with credentials stored in Active Directory
• SharePoint
Services run with credentials stored in Active Directory
SQL logins for Active Directory accounts provide access to SQL
Service Accounts
• SQL Server service account: SVC_SQL
• Setup user account (human being): SP_Admin In the local Administrators group of each server in the farm
SQL Server login with securityadmin and dbcreator server roles
SharePoint_Shell_Access database role for Windows PowerShell
• Server farm account (service): SP_Farm Given roles and permissions automatically
Add to the local Administrators group of each SharePoint server
• Web and service application pool account(s): SP_Service Permissions depend on the service or application
• Search crawler (indexer) account: SP_Crawl Assign Read permission to all indexed content sources
• User Profile Synchronization account: SP_Sync
Client Browser and Application Requirements
• Level 1 browsers on Windows Internet Explorer 7 and Internet Explorer 8 (32-bit)
Mozilla Firefox 3.5* (some ActiveX features do not work)
• Level 2 browsers Apple Safari 4.x and Firefox 3.5 on Apple Mac OS X Snow Leopard
Internet Explorer 7 and Internet Explorer 8 (64-bit) on Windows
Firefox 3.5 on UNIX/Linux 8.1
• Other browsers
• Published sites Page designer targets supported browsers
Authors use standards-based (Level 1) browser to author content
• SharePoint compatible applications
Microsoft Office 2003 or later, SharePoint Mobile
Lesson 3: Installing SharePoint 2010
• Process for Installing and Configuring SharePoint 2010
• Configuration Parameters Checklist
• Walkthrough: Install SharePoint to Create a Single-Server Farm
• Walkthrough: Configure SharePoint on a Single-Server Farm
Process for Installing and Configuring SharePoint 2010
• Install prerequisites User interface
PrerequisiteInstaller.exe with switches or PrerequisiteInstallerArguments.txt file
• Install SharePoint binaries User interface
setup.exe
• Configure SharePoint SharePoint Products Configuration Wizard
psconfig.exe
• Configure Farm Farm configuration wizard
Manual configuration: Central Administration, Windows PowerShell, stsadm.exe
Configuration Parameters Checklist
To install and configure SharePoint, you must know or determine:
•The user name and password for each SharePoint account
SP_Admin, SP_Farm, SP_Service, SP_Crawl
•SQL Server configuration
Server name
Instance name, if not the default instance
SharePoint configuration database name: SharePoint_Config
•TCP port number for the Central Administration web site
•Farm passphrase
•SharePoint product key
Walkthrough: Install SharePoint to Create a Single-Server Farm
• Log on as the setup user: SP_Admin
• Launch the SharePoint Installation Screen
• Launch installation
User Account Control
• Setup wizard steps:
1.Product Key
2.Software License Agreement
3.Server Farm or Standalone installation type
4.File location
5.Complete or Stand-Alone installation
6.Installation progress
7.Installation complete
Installation Steps
Walkthrough: Configure SharePoint on a Single-Server Farm
• Log on as the setup user: SP_Admin
• Launch the SharePoint Products Configuration Wizard
Launched automatically after installationor
Start – All Programs – Microsoft SharePoint 2010 Products
• Steps
1.Welcome
2.Restart services warning
3.Create a new server farm
4.Database configuration and farm account
5.Farm passphrase
Configuration Steps
Lesson 4: Advanced Installation of SharePoint 2010
• Overview of Scripted Installation
• Scripted Installation of Prerequisites
• Scripted Installation of SharePoint Server
• Scripted Configuration of SharePoint and the Farm
• Language Packs
Overview of Scripted Installation
• Why script install?
Save time
Ensure consistency
Enable server provisioning
• Implemented through
PrerequisiteInstaller.exe switches
Config.xml
Windows PowerShell cmdlets
Scripted Installation of Prerequisites• PrerequisiteInstaller.exe switches
/unattended /SQLNCli /KB976462 /IDFXR2 /Sync /ChartControl /FilterPack /ADOMD /Speech /SpeechLPK /ReportingServices
• Add to command line or
• Create a PrequisiteInstaller.Arguments.txt file with all switches
Scripted Installation of SharePoint Server
• Create or modify config.xml
See samples in the FILES folder in the SharePoint distribution
Remove comment tags (<!-- and -->) from the PIDKEY value
• setup.exe /config:path\config.xml
• Monitoring unattended installation
Monitor %temp%\SharePoint Server Setup*.log
Task Manager processes including msiexec.exe, setup.exe, mscorsvw.exe, psconfig.exe
Scripted Configuration of SharePoint and the Farm
• The following Windows PowerShell cmdlets perform the same tasks as the SharePoint Products Configuration Wizard for the first server in a new SharePoint farm
New-SPConfigurationDatabase
Initialize-SPResourceSecurity
Install-SPService
Install-SPFeature
New-SPCentralAdministration
Install-SPHelpCollection
Install-SPApplicationContent
• Service applications and services are then configured with Windows PowerShell
Language Packs
• Installation process
Windows language files
SharePoint installation and configuration
Language packs
•What changes are made by language packs
•What does not change
•Upgrade alert
Lab: Installing SharePoint 2010
• Exercise 1: Creating Active Directory Accounts for SharePoint
• Exercise 2: Installing SharePoint Server Prerequisites
• Exercise 3: Installing SharePoint Server
• Exercise 4: Configuring the SharePoint Installation
• Exercise 5: Configuring the Farm with the Farm Configuration Wizard
• Exercise 6 (Optional): Installing a Language Pack
Logon information
Estimated time: 30 minutes
Scenario
• You have been asked to deploy a SharePoint farm to support Contoso’s strategic initiatives related to enterprise collaboration. This single server farm will act as a prototype, and will be used to by executives, developers and end users to evaluate the new features of SharePoint Server 2010.