Friday, October 8, 2010

SharePoint 2010 Installation Guide

Share Point Server 2010 installation process is quite messy and taking to much time for installation. Here is the  full guidance for "How to install the Share Point Server 2010". Before start the installation keep in mind the below two notes because these steps will change at RTM.
1) Install is using admin account (several of us just couldn't get ALL the features to work with separate service account in Beta)
2) We don't need loopback fix as all the sites are using specific ports instead of host headers.

SharePoint 2010 Installation guide
  1. Start Hyper-V Manager on a 64bit server
  2. Click “Action->New->Virtual Machine”
  3. For Name, type “sharepoint2010”
  4. Click “Next”
  5. For memory, type “6144”
  6. Click “Next”
  7. Select a local connection, click “Next”
    1. NOTE:  you will need internet access
  8. Select a location, ensure that the size is set to at least 127GB
  9. Click “Next”
  10. Click “Next”
  11. Click “Finish”
  12. Right click the virtual machine in Hyper-V, select “Settings”
  13. For the IDE Controller 1, specify the “Windows Server 2008” iso
    1. Click “Browse”
    2. Select the iso
    3. Click “Open”
  14. Click “Ok”
  15. Start the Virtual Machine
  16. Install Windows Server 2008
    1. Click “Next”
    2. Click “Install Now”
    3. Select “Windows Server 2008 Enterprise (Full Installation)”
    4. Click “Next”
    5. Click “I accept the license terms”
    6. Click “Next”
    7. Click “Custom (advanced”)
    8. Click “Next”, windows will install
    9. Click “Ok”
    10. For password, type “Pa$$w0rd”
    11. Type “Enter”
    12. Click “Ok”
  17. From Hyper-V Console, install “Integration Services”
    1. Click “Action->Insert Integration Services Setup Disk”
    2. Click “Install Hyper-V Integration Services” in the autoplay
    3. Click “Ok” to upgrade/install
    4. Click “Yes” to restart
  18. Login to the server as administrator
  19. Click “Start->All Programs->Windows Update”
  20. Click “Turn on now”
  21. Click “Install now” to install latest windows update software
  22. In the “Server Manager” window that opens:
    1. Click “Configure Remote Desktop”
    2. Click “Allow connections from computers running any version…”
    3. Click “OK”
    4. Click “OK”
    5. Click “Configure IE ESC”
    6. Click “Off” for both administrators and users
    7. Click “OK”
    8. Click “Go to Windows Firewall”
    9. Click “Windows Firewall properties”
    10. For domain, private, public, set the firewall status to “Off”
    11. Click “OK”
    12. Click “Add Features”
    13. Click “SMTP server”
    14. Click “Add Required Role Services”
    15. Click “Next”
    16. Click “Next”
    17. Click “Install”
    18. Click “Close”
  23. Run Windows Update, get all critical updates
    1. Click “Install Updates”, install all updates
    2. Click “Restart Now”
  24. Install Microsoft Update
  25. Run Microsoft update, install any updates
    1. Click “Restart Now”
  26. Install Server 2008 Service Pack 2 (if it didn’t get installed from Microsoft Update)
    1. Restart after install
  27. Click “Start”
  28. Right click “Computer”, select “Properties”
  29. Under computer name, click “Change settings”
  30. For description, type “sharepoint2010”
  31. Click “Change”
  32. Set the computer name to “sharepoint2010”
  33. Click “Ok”
  34. Restart the virtual machine
  35. Run Windows Update, get all critical updates
    1. Click “Install Updates”, install all updates
    2. Click “Restart Now”
  36. At this point, keep your image as a Windows Server 2008 base image! 
    1. Copy the base image sharepoint2010 vhd, rename to server2008sp2base and put in a safe place!
  37. Open a command prompt, run dcpromo, setup a domain called “contoso.corp”
    1. Click “Next”
    2. Click “Next”
    3. Select “Create a new domain…”
    4. Click “Next”
    5. Enter contoso.corp, click “Next”
    6. Select “Windows Server 2008”, click “Next”
    7. Click “Next”
    8. Click “Yes, the computer will use…”
    9. Click “Yes”
    10. Click “Next”
    11. For password, type “Pa$$w0rd”
    12. Click “Next”
    13. Click “Next”, active directory will setup itself up
  38. Restart the machine after AD is finished
  39. At this point, keep your image as a Windows Server 2008 base image! 
    1. Copy the base image sharepoint2010 vhd, rename to server2008sp2_AD and put in a safe place!
  40. Create the following domain users, set their password to “Pa$$w0rd” and that they can’t change the password and the password doesn’t expire.  
    1. Click “Start->Administrative Tools->Active Directory Users and Computers”
    2. Expand contoso.corp
    3. Select “Users”, right click and select “New->User”
    4. For name and user logon, type sp_system
    5. Click “Next”
    6. For Password, type “Pa$$w0rd”
    7. Uncheck “User must change…”
    8. Check “User cannot change password”
    9. Check “Password never expires”
    10. Click “Next”
    11. Click “Finish”
  1. Install SQL Server 2008 SP1 – If you don’t have slipstreamed sp1, install the setup files for SP1, then install sql 2008, then the full SP1 (but you may need the new Installer which is in the SQL 2008 base install/non-sp1).
    1. Insert the Server 2008 iso (with SP1)
    2. Click “installation”
    3. Click “New SQL Server standalone…”
    4. On “Setup Support Roles”, click “Ok”
    5. On “Setup Support Files”, click “Install”
    6. Click “Next”
    7. On product key, click “Next”
    8. Click “I accept the license terms”
    9. Click “Next”
    10. Check the following:
                                                              i.      Database Engine
                                                            ii.      SQL Server Replication
                                                          iii.      Full-Text Search
                                                          iv.      Analysis Services
                                                            v.      Reporting Services
                                                          vi.      Business Intelligence Development Studio
                                                        vii.      Client Tools Connectivity
                                                      viii.      Integration Services
                                                          ix.      Client Tools Backward Compatibility
                                                            x.      Management Tools – Basic
                                                          xi.      Management Tools - Complete
                                                        xii.      Microsoft Sync Framework
    1. Click “Next”
    2. Click “Next”
    3. On “Disk Space”, click “Next”
    4. For all accounts, type “contoso\administrator” and “Pa$$w0rd” for password
    5. Click “Next”
    6. Click “Mixed Mode” authentication radio button
    7. For password, type “Pa$$w0rd”
    8. Click “Add Current User”
    9. Click “Next”
    10. Click “Add Current User”
    11. Click “Next”
    12. On report Services, click “Install, but do not configure…” radio button
    13. Click “Next”
    14. Click “Next”
    15. Click “Next”
    16. Click “Install”
    17. Click “Next”
    18.  Click “Close”
  1. Install the 2008 SP1 CU2
    1. http://support.microsoft.com/kb/970315
    2. Open SQL Management Studio, make sure your version is 10.00.2714 or later!
  2. Open SQL Server Management Studio, this is for the initial setup process to run
  3. Open the SQL configuration manager
    Click “Start->All programs->Microsoft SQL Server 2008->Configuration Tools->Sql Server Configuration manager
    1. Expand “SQL Server Network Configuration->Protocols for MSSQLSERVER”
    2. Enable:
      1. Named Pipes
      2. TCP/IP
    3. Restart the sql service
  4. Install/attach the demo databases (Northwind, pubs, adventureworks2000, adventureworksDW).  These can be downloaded or installed from the instructor dvd.
    1. Northwind and Pubs (http://www.microsoft.com/downloads/details.aspx?FamilyID=06616212-0356-46A0-8DA2-EEBC53A68034&displaylang=en)
                                                              i.      Run Sql2000SampleDb.msi
                                                            ii.      Open c:\sql server 2000 sample databases\instnwnd.sql
                                                          iii.      Run on sharepoint2007
                                                          iv.      Open c:\sql server 2000 sample databases\instpubs.sql
                                                            v.      Run on sharepoint2007
                                                          vi.      Delete the c:\sql server 2000 sample databases directory
    1. AdventureWorks 2000 (http://www.microsoft.com/downloads/details.aspx?familyid=487c9c23-2356-436e-94a8-2bfb66f0abdc&displaylang=en)
                                                              i.      Run AdventureWorks2000.exe
                                                            ii.      Click, no at the .net 1.0/1.1 framework install
                                                          iii.      Open Sql Server management studio
                                                          iv.      Connect to sharepoint 2007
                                                            v.      Right click databases, select attach
                                                          vi.      Click Add, Browse to c:\program files\microsoft sql server\mssql\data\adventureworks2000_data.mdf
                                                        vii.      Click Ok
    1. AdventureWorksDW (http://codeplex.com/SqlServerSamples)
                                                              i.      Find and download, run AdventureWorksDBScripts.msi
                                                            ii.      Open c:\program files\microsoft sql server\100\tools\Samples\adventureworks data warehouse\instawdb.sql
                                                          iii.      Run on sharepoint2007 (make sure you don’t get any errors, if you do fix them – likely need to copy the .csv files to a directory)
                                                          iv.      Open c:\program files\microsoft sql server\100\tools\Samples\adventureworks OLTP\instawdb.sql
                                                            v.      Run on sharepoint2007 (make sure you don’t get any errors, if you do fix them – likely need to copy the .csv files and rename the .mdf and .ldf to install the database)
  1. Run Windows Update, get all critical updates
    1. Click on all available updates
    2. Click “Ok”
    3. Click “Install Updates”
    4. Click “Restart Now”
  2. At this point, keep your image as a base image! 
    1. Copy the base image sharepoint2010 vhd, rename to server2008sp2_sql2008sp1_cu and put in a safe place!
  3. Install “Office 2010”
    1. Click “I accept the terms…” check box
    2. Click “Continue”
    3. Click “Install Now”
    4. Click “Close”
    5. Open “Word 2010”
    6. Click “Use recommended settings”
    7. Click “Ok”
  4. Open Office Word 2010 to setup the initial settings
  5. Install “Visio 2010”
    1. Enter your product key
    2. Click “Continue”
    3. Click “I accept the terms…” check box
    4. Click “Continue”
    5. Click “Install Now”
    6. Click “Close”
  6. Install “Microsoft SharePoint Designer 2010”
    1. Click “I accept the terms…” check box
    2. Click “Continue”
    3. Click “Install Now”
    4. Click “Close”
  7. Install “Visual Studio 2010”
    1. Insert the iso into the image
    2. Click “Install Visual Studio 2010”
    3. Click “Next”
    4. Click “I have read and accept…”
    5. Click “Next”
    6. Click “Full”
    7. Click “Install”
    8. When/if prompted, restart, the install will start up again when rebooted
    9. When/if prompted, restart, the install will start up again when rebooted
    10. Click “Finish”, close the intaller
  8. Open “Visual Studio 2010”, select c# development settings
    1. Turn off customer improvement program
    2. Close Visual Studio 2010
  9. Install “FireFox” browser
    1. Download from http://www.firefox.com
  10. Install “Google Chrome” browser
    1. Download from http://www.google.com/chrome
  11. Install “Apple Safari” browser
    1. Download from http://www.apple.com/safari/
  12. Install “Enterprise Library 4.1”
    1. http://www.microsoft.com/downloads/details.aspx?FamilyId=1643758B-2986-47F7-B529-3E41584B6CE5&displaylang=en
    2. Click “I accept the terms…”
    3. Click “Next”
    4. Click “Next”
    5. Click “Next”
    6. Click “Install”
    7. Click “Launch” to install the source and working copy files
    8. Click “Finish”
  13. Apply WCF patch
    1. Download and install (http://support.microsoft.com/kb/971831)
  14. At this point, keep your image as a base image!
    1. Copy the base image sharepoint2010 vhd, rename to server2008sp2_sql2008sp1_cu_vs2010 and put in a safe place!
  15. Install “SharePoint 2010” Prereqs
    1. NOTE: (BE SURE YOU ARE LOGGED IN AS CONTOSO\ADMINISTATOR)
    2. Insert the DVD/start the install
    3. Click “Install Prerequisites”
                                                              i.      NOTE: this step will require internet access!
    1. Click “Next”
    2. Click “I accept the terms…”
    3. Click “Next”
                                                              i.      All pre-reqs will be downloaded and installed (this could take 45 minutes)
                                                            ii.      Even on Server 2008, your setup may download SP2 for Server 2008 and install, if it does, a reboot will be required.  After reboot, continue the install via the prompts
                                                          iii.      Install will continue by installing application server role and the other prereqs
  1. Install “SharePoint 2010” product
    1. Click “Install SharePoint Server”
    2. Enter your trial product key
                                                              i.      PKXTJ-DCM9D-6MM3V-G86P8-MJ8CY
    1. Click “Continue”
    2. Click “I accept…”
    3. Click “Server Farm”
    4. Select “Complete…”
    5. Click “Install Now”
    6. Click “Close”  (uncheck the run configuration wizard)
  1. Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} Ensure proper permissions are setup (these steps will fix the CryptographicException error):
    1. Right click on the folder ('%CommonProgramFiles%\Microsoft Shared\Web Server Extensions\14), select “Properties”
    2. Select “Security” tab
    3. Click “Edit”
    4. Click “Add”
    5. For the user type “Network Service”
    6. Click “OK”
    7. Grant the user Full Control
    8. Click “OK”
    9. Click “OK”
  1. At this point, keep your image as a base image! 
    1. Copy the base image sharepoint2010 vhd, rename to server2008sp2_sql2008sp1_cu_vs2010_NoConfigure and put in a safe place!
  2. Run SharePoint Configuration Wizard
    1. Click “Start->All Programs->Microsoft SharePoint 2010 products->SharePoint 2010 Products Configuration Wizard”
    2. Click “Next”
    3. In the popup, click “Yes”
    4. Select “Create a new server farm”
    5. Click “Next”
    6. For database server, type “SharePoint2010”
    7. For username, type “contoso\administrator”
    8. For password, type “Pa$$w0rd”
    9. Click “Next”
    10. For passphrase, type “Pa$$w0rd”
    11. Click “Next”
    12. Click “Next”,
    13. Click “Next”, SharePoint 2010 will Configure itself
    14. Click the radio button to participate in the feedback program, we gotta make SharePoint better right?!?
    15. Click “Walk me through the settings using this Wizard” radio button
    16. Click “Next”
    17. Click “Use existing managed account”
    18. Click “Next”, all your services will be created, this will take a few minutes
    19. Click “Skip”
    20. Click “Finish”
  3. Add a farm administrator
    1. Click “Security”
    2. Click “manage farm administrators group”
    3. Click “New->Add Users”
    4. Type contoso\sp_system
    5. Click “Ok”
  4. Open the SharePoint Central Administration site and setup Diagnostic Logging
    1. Click “Monitoring”
    2. Under “Reporting”, click “Configure usage and health data collection”
    3. Ensure that “Enable usage data collection” is clicked
    4. Ensure that “Enable health data collection” is clicked
    5. Click “Ok”
  5. Open the SharePoint Central Administration site and setup Outgoing Email
    1. Click “System Settings”
    2. Click “Configure out-going email Settings”
    3. For outbound smtp, type “sharepoint2010”
    4. For from address, type “sharepoint@contoso.corp”
    5. For reply address, type sharepoint@contoso.corp
    6. Click “Ok”
  6. Start the “SharePoint Web Services” application pool
    1. Open IIS Manager
    2. Ensure that the “SharePoint Web Service” application pool is started
  7. Start services on a server
    1. Open “Central Administration”
    2. Click “System Settings”
    3. Click “Manage services on server”
    4. Start all services, except for “Lotus Notes Connector”
                                                              i.      NOTE: Install “Document Conversions Load balancer” before you start the launcher service, select “servername” when setting up the launcher service.
                                                            ii.      For Foundation Search, use the following settings:
1.      For Username type, “contoso\administrator”
2.      For password, type “Pa$$w0rd
3.      For content access account type “contoso\adminsitrator”
4.      For password, type “Pa$$w0rd”
5.      Click “Start”
                                                          iii.      For “User Profile Synchronization Service”
1.      Click “Start”
2.      Select the only “User Profile Service Application”
3.      Click “OK”
4.      Wait for the status of the job to change to “Started”
  1. Ensure Windows Services have started
    1. Open the Services Applet
    2. Ensure these two service eventually start
                                                              i.      ForeFront Identity Manager Service
                                                            ii.      ForeFront Identity manager Synchronization Service
  1. Run an IISRESET
  2. Configure the User Profile service
    1. Click “Application Management”
    2. Click “Manage service applications”
    3. Click “User Profile Service Application”
    4. Click “Manage” in the Ribbon
    5. Click “Configure Synchronization Connections”
    6. Click “Create new connection”
    7. For connection name, type “Contoso.corp”
    8. For forest name, type “contoso.corp”
    9. For account name, type “contoso\administrator”
    10. For password, type “Pa$$w0rd”
    11. Click “Populate Containers”
                                                              i.      NOTE:  if you get an error, change the browser settings to IE7.0
    1. Expand “Contoso”
    2. Select “Users”
    3. Click “Ok”
  1. Install “Office Web Applications”
    1. Type your key
    2. Click “I accept the terms…”
    3. Click “Continue”
    4. Click “Install Now”
    5. Click “Close”, leave the checkbox checked
    6. Click “Next”
    7. Click “Yes”
    8. Click “Next”
    9. Click “Next”
    10. Click “Finish”
  2. Create Office Web Applications service applications
    1. Open Central Administration
    2. Click “Application management”
    3. Click “Manage service applications”
    4. Click “New->PowerPoint Service Application”
    5. For name, type “PowerPoint Service”
    6. For pool name, type “PPTPool”
    7. Click “OK”
    8. Click New->Word Viewing Service”
    9. For name, type “Word Viewing Service”
    10. For application pool type “WordViewingPool”
    11. Click “OK”
    12. On the service applications page, click “PowerPoint Service Application”
    13. Click “new site collection”
    14. For title, type “PPT Broadcast”
    15. For the url, in the dropdown select “sites”
    16. For the url textbox, type “PPTBroadcast”
    17. For template, click “Enterprise”, select “PowerPoint Broadcast Site”
    18. For site collection admin, type “administrator”
    19. Click “OK”
    20. Click “System Settings”
    21. Click “Manage services on server”
    22. Click “Start” for:
                                                              i.      PowerPoint Service
                                                            ii.      Word Viewing Service
  1. Open SharePoint PowerShell, run the following commands:
    1. Click Start->Programs->Microsoft SharePoint 2010 Products->SharePoint 2010 Mangaement Shell
    2. Run the following commands:
1.       $acl = Get-Acl HKLM:\System\CurrentControlSet\Control\ComputerName
2.       $person = [System.Security.Principal.NTAccount]"Users"
3.       $access = [System.Security.AccessControl.RegistryRights]::FullControl
4.       $inheritance = [System.Security.AccessControl.InheritanceFlags]"ContainerInherit, ObjectInherit"
5.       $propagation = [System.Security.AccessControl.PropagationFlags]::None
6.       $type = [System.Security.AccessControl.AccessControlType]::Allow
7.       $rule = New-Object System.Security.AccessControl.RegistryAccessRule($person, $access, $inheritance, $propagation, $type)
8.       $acl.AddAccessRule($rule)
9.       Set-Acl HKLM:\System\CurrentControlSet\Control\ComputerName $acl
10.    $e = Get-SPServiceApplication | where {$_.TypeName.Equals("Word Viewing Service Application")}
11.    $e.WordServerIsSandboxed = $false
12.    $e.WordServerIsSandboxed
13.    $p = Get-SPServiceApplication | where {$_.TypeName.Equals("PowerPoint Service Application")}
14.    $p.EnableSandboxedViewing = $false
15.  $p.EnableSandboxedEditing = $false 
  1. Open c:\windows\system32\inetsrv\config\applicationHost.config file. Add the line below in the end of the dynamicTypes:
<add mimeType="application/zip" enabled="false" />

a.       Run IISRESET
  1. Download and install the Data Service 1.5 CTP
    1. http://www.microsoft.com/downloads/details.aspx?FamilyID=a71060eb-454e-4475-81a6-e9552b1034fc&displaylang=en#filelist
  2. Download and install Fiddler
    1. www.fiddler2.com
 Install Desktop Experience
a.       Open the “Server Manager”
b.      Click “Add Feature”
c.       Check the following:
                                                              i.      Desktop experience
d.      Click “Next”
e.       Click “Install”
 Download and install Microsoft SilverLight
 Download and install Microsoft Identity Framework
a.       http://msdn.microsoft.com/en-us/evalcenter/dd440951.aspx
 Download and install Microsoft Identity Framework SDK
    1. http://www.microsoft.com/downloads/details.aspx?familyid=C148B2DF-C7AF-46BB-9162-2C9422208504&displaylang=en
  1. Create the “Team Site”
    1. Click “Application Management”
    2. Click “Manage Web Applications”
    3. In the Ribbon, click “New”
    4. Ensure that ”Classic Mode Authentication” is enabled
    5. For Port, type “100”
    6. Under Application Pool, Select Create new Application Pool
    7. For Name, type “SharePoint - ALL”
    8. For security account, select “contoso\administrator”
    9. For the database name, change to “wss_content_100”
    10. Click “Ok”, your web application is being created:
                                                              i.      NOTE: In Production, you should always type a meaningful name for your content databases!
    1. Click the “Create Site Collection” Link
    2. For Title, type “My Team Site”
    3. For Template, Under Collaboration select Team Site
    4. For Primary Site Collection administrator, type “Administrator”
    5. Click “Ok”
  1. Create the “Portal Site”
    1. Click “Application Management”
    2. Click “Manage Web Applications”
    3. In the Ribbon, click “New”
    4. Ensure that ”Classic Mode Authentication” is enabled
    5. For Port, type “112”
    6. Under Application Pool, Select “Use Existing Application Pool”
    7. For Name, type “SharePoint - ALL”
    8. For the database name, change to “wss_content_112”
    9. Click “Ok”, your web application is being created:
    10. Click the “Create Site Collection” Link
    11. For Title, type “My Portal Site”
    12. For Template, Under “Publishing” select “Publishing Site”
    13. For Primary Site Collection administrator, type “Administrator”
    14. Click “Ok”
  2. Make the quicklaunch bar horizontal and add the following items to quicklaunch (you can do this by navigating to the respective program icon in the start menu, right click, Add To Quick Launch)
    1. SharePoint Designer 2010
    2. Visio 2010
    3. Visual Studio 2010
    4. SQL Server Management Studio
    5. Visual Studio Command Prompt
                                                              i.      Available under start->Microsoft Visual Studio 2010->Visual Studio Tools->Visual Studio Command Prompt
    1. A Shortcut to the 14 hive
    2. Enterprise library console
    3. Services Applet
                                                              i.      Available under Start->Administrative Tools->Services
    1. IIS Manager
                                                              i.      Available under Start->Administrative Tools->Internet Information Services (IIS) Manager
    1. SharePoint Central Administration Console
                                                              i.      Available under Start->Programs->Microsoft SharePoint 2010 Products->SharePoint 2010 Central Administration
    1. SharePoint 2010 management Shell
                                                              i.      Available under Start->Programs->Microsoft SharePoint 2010 Products->SharePoint 2010 Management Shell
  1. Add C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\BIN to the Path variable
    1. Right click My Computer, select “Properties”
    2. Click “Advanced system settings”
    3. Click “Environment variables”
    4. Under system variables section, click path, click Edit
    5. Go to the end of the string append, “;C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\BIN”
  2. Uninstall bad programs
    1. Click Start->Control Panel
    2. Click “Programs and features”
    3. Uninstall “Visual Studio 2010 Beta 2 Tools for SQL Server Compact ENU”
    4. Uninstall “Microsoft SQL Server Compact *”
    5. Restart the machine
    6. Install SQL Server CE x86
    7. Install SQL Server CE x64
    8. Install SQL Server CE Server Tools x64
    9. Reboot your machine
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