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!