install share point server 2010

2011

Install SharePoint Server 2010Installation and configuration for developmentThis tutorial helps you to install SharePoint Server 2010. 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 2010.

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

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Table of contents 1. Overview .............................................................................................................................. 2 1.1. 1.2. 1.3. 1.4. 2. 2.1. 2.2. 2.3. Hardware requirements .......................................................................................................... 3 Software requirements ........................................................................................................... 4 Example: Hyper-V Development Environment ....................................................................... 5 Other resources ....................................................................................................................... 6 Installation ............................................................................................................................... 7 Updates ................................................................................................................................... 8 Configuration ........................................................................................................................... 9 Computer settings ........................................................................................................... 9 Network settings ........................................................................................................... 10 Remote Desktop ............................................................................................................ 11 Firewall settings ............................................................................................................. 11 IE Enhanced Security Configuration .............................................................................. 12

Windows Server 2008 R2 ....................................................................................................... 7

2.3.1 2.3.2 2.3.3 2.3.4 2.3.5 3. 3.1. 3.2. 3.3. 3.4. 4. 4.1. 4.2.

Windows Server 2008 R2 - Roles and features...................................................................... 13 Active Directory ..................................................................................................................... 13 Web Server (IIS) and Application Server ............................................................................... 16 Pop3, SMTP, Outlook............................................................................................................. 20 Windows PowerShell Integrated Scripting Environment (ISE) .............................................. 20 Accounts ................................................................................................................................ 21 Assign permission .................................................................................................................. 22 SQL Server service account ........................................................................................... 22 Setup administrator....................................................................................................... 22 Farm account ................................................................................................................. 23

Administrative and service accounts .................................................................................... 21

4.2.1 4.2.2 4.2.3 5. 5.1. 5.2. 5.3.

SQL Server 2008 R2 ............................................................................................................. 24 Software requirements ......................................................................................................... 24 Installation ............................................................................................................................. 26 Configuration ......................................................................................................................... 29 Assign permission .......................................................................................................... 29 Configure networking .................................................................................................... 30

5.3.1 5.3.2 6. 6.1. 6.2. 6.3. 7.

SharePoint Server 2010 ....................................................................................................... 31 Prerequisites.......................................................................................................................... 31 Installation ............................................................................................................................. 32 Configuration ......................................................................................................................... 35

End User License Agreement ............................................................................................... 36

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Install SharePoint Server 2010

1. OverviewWe are going to setup a SharePoint Server 2010 development environment containing two servers:

SharePoint Server Database Server W2K8R2-03 192.168.1.3

Active Directory W2K8R2-02 192.168.1.2

We dont 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/2011/02/12/Install-SharePoint-Server-2010.aspx

Please post your comments and suggestions here: http://www.facebook.com/pages/andreasglasernet/115186135223629

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Deployment scenarios (SharePoint Server 2010), http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources

Overview

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1.1. Hardware requirementsHardware requirements are depending on the type of server you are going to setup. For web servers, application servers or single server installation it is recommended2 to use the following hardware: Component Processor RAM Hard disk Minimum requirement 64-bit, four cores 4 GB (development or evaluation) 8 GB (production) 80 GB

For database servers it is recommended to use the following hardware: Component Processor RAM Hard disk These numbers are dated October 2010 and might change. Using the given minimum requirements I suggest using at least 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 64-bit, four cores (small deployments) 64-bit, eight cores (medium deployments) 8 GB (small deployments) 16 GB (medium deployments) 80 GB

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 doesnt matter.

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Hardware and software requirements (SharePoint Server 2010), http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources

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1.2. Software requirementsSoftware requirements are depending on the type of server you are going to setup3. Database server In order to deploy SharePoint Server 2010 with SQL Server you need the 64-bit edition of one of the following: 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 (or single server with built-in database) In order to deploy SharePoint Server 2010 you need the 64-bit edition of one of the following operating system: Windows Server 2008 Standard, Enterprise, Data Center, Web Server or Windows Server 2008 R2 Standard, Enterprise, Data Center, Web Server.

Detailed software requirements as well as updates are discussed in the according chapter later.

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Overview

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1.3. Example: Hyper-V Development EnvironmentRegarding 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 dont 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 wasnt 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.

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1.4. Other resourcesThe year 2012 has a lot of new books and resources available for SharePoint people:

Microsoft SharePoint 2010: Enterprise Content Management Microsoft SharePoint 2010: Business Connectivity Services (Information Worker) SharePoint 2010 Business Roles Practical SharePoint 2010 for Small Businesses Sams Teach Yourself SharePoint 2010 Development in 24 Hours SharePoint 2010 Field Guide SharePoint 2010 Enterprise Architect's Guidebook

You can find more books at http://sharepoint-book.net/:

Windows Server 2008 R2

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2. Windows Server 2008 R2If you have an existing Windows Server 2008 R2 installation you can skip to step 2.2.

2.1. InstallationThe installation is straight forward and doesnt require any detailed explanation. Just be sure you 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.

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4. Wait for the installation to complete.

At this point you have a basic but not configured Windows Server 2008 R2 image.

2.2. UpdatesWindows Server 2008 You need to apply the following updates: 1. Service Pack 24 If you are running Windows Server 2008 without SP2, the Microsoft SharePoint Products Preparation Tool installs Windows Server 2008 SP2 automatically. Windows Server 2008 R2 You need to apply updates later in the process but for now there is nothing to do.

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Windows Server 2008 Service Pack 2 and Windows Vista Service Pack 2 - Five Language Standalone for x64based systems, http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources


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2.3. ConfigurationIn 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).

Windows Server 2008 R2 - Roles and features

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3. Windows Server 2008 R2 - Roles and featuresAfter installing Windows Server 2008 R2 you need to prepare your server depending on the required role in your environment.

3.1. Active DirectoryThis 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 dont use the domain name of a

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website. 2. Dont 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 dont 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 dont 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 ServerSharePoint 2010 requires the Web Server (IIS) role and Application Server role including .NET Framework 3.5 SP1. These roles are also installed by the products preparation tool. 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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8. After finishing the installation apply the following update5: KB9799176 - QFE for Sharepoint issues - Perf Counter fix & User Impersonation Windows Server 2008 SP2: download Windows6.0-KB979917-x64.msu (Vista) Windows Server 2008 R2: download Windows6.1-KB979917-x64.msu (Win7)

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Hardware and software requirements (SharePoint Server 2010), http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources 6 Download KB979917, http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources

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3.3. Pop3, SMTP, OutlookSince Windows Server 2008 the Pop3 server feature is deprecated. If you need mail you have to install Exchange Server or something similar.

3.4. Windows PowerShell Integrated Scripting Environment (ISE)PowerShell ISE allows you to run, edit and debug PowerShell scripts in a graphical environment.

Administrative and service accounts

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4. Administrative and service accountsIn order to install SharePoint 2010 there are three accounts which are most important.

4.1. AccountsYou need to create the following accounts in Active Directory: Account type SQL Server Service Setup Administrator Farm Account These accounts dont have to be member of a certain group. Account name (example) sqlSvcAcc setupAdmin spFarmAcc

Difference to SharePoint 2007 Service accounts in SharePoint 2007 needed two properties when they were created in Active Directory: User cannot change password and Password never expires.

This isnt necessary with SharePoint 2010 since we now have managed accounts capable of password expiration and automatic change. If you setup a development environment it is still recommended to use User cannot change password and Password never expires in order to keep things simple.

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4.2. Assign permissionYou need to assign permission only to the SharePoint 2010 setup administrator setupAdmin. 4.2.1 SQL Server service account You dont 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 2010 and you need to manually assign permissions. 1. The SharePoint 2010 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 2010 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

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your SharePoint 2010 setup administrator should also be the SQL Server Administrator.

4.2.3 Farm account You dont need to assign permissions since they are automatically assigned by the SharePoint 2010 setup administrator during installation and configuration. The farm account is used: 1. for configuration and management of the server farm, 2. as an application pool account for Central Administration and 3. to run the Microsoft SharePoint Foundation Workflow Timer Service.

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5. SQL Server 2008 R2This chapter explains the installation and configuration of SQL Server 2008 R2.

5.1. Software requirements7You need to meet at least the following requirements if you want to install SharePoint Server 2010 without the built-in database: SQL Server 2005 64-bit with Service Pack 3 (SP3) and Cumulative update package 3 for SQL Server 2005 Service Pack 3

SQL Server 2008 with Service Pack 1 (SP1) and Cumulative update package 2, CU 5 or later but NOT CU3 or CU4

SQL Server 2008 R2

Although it is not mentioned there are newer cumulative update packages available for SQL Server. SQL Server Edition SQL Server 2005 SP3 Component CU3 CU4 CU5 CU6 SQL Server 2008 SP1 CU2 CU5 CU6 CU7 CU8 SQL Server 2008 R2 Remarks SharePoint 2010 setup doesnt check your SQL Server edition. It is checked by the SharePoint Product and Technologies Configuration Wizard after setup. Url http://support.microsoft.com/kb/967909 http://support.microsoft.com/kb/970279 http://support.microsoft.com/kb/972511 http://support.microsoft.com/kb/974648 http://support.microsoft.com/kb/970315 http://support.microsoft.com/kb/975977 http://support.microsoft.com/kb/977443 http://support.microsoft.com/kb/979065 http://support.microsoft.com/kb/981702 -

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SQL Server 2008 R2

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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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5.2. InstallationThe 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.

SQL Server 2008 R2

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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. Also enable FILESTREAM for Transact-SQL access and FILESTREAM for file I/O under FILESTREAM tab.

9. Click next and finish the installation of SQL Server 2008 R2.

SQL Server 2008 R2

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5.3. ConfigurationThere are two configuration steps you need to do: assign permission to the SharePoint 2010 setup administrator and configure networking. 5.3.1 Assign permission The SharePoint 2010 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 2010 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 dont have the sysadmin role assigned.

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5.3.2 Configure networking At the end you need to configure networking if you are planning to deploy a farm with multiple SharePoint Server 2010 servers. According to TechNet8 SQL Server 2005 or SQL Server 2008 has to be updated to the following configuration: SQL Server 2005: Local and remote connections have to be enabled and have to use the TCP/IP protocol. SQL Server 2008: Under network configuration the TCP/IP protocol is enabled.

Start > All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager

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Multiple servers for a three-tier farm (SharePoint Server 2010), http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources

SharePoint Server 2010

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6. SharePoint Server 2010This chapter explains the installation and configuration of SharePoint Server 2010. Important: If you are not logged on with the setup administrator please logon using the above created account (setupAdmin).

6.1. PrerequisitesThe remaining software requirements can be installed by using the SharePoint Products and Technologies 2010 Preparation Tool which is part of the SharePoint installer.

Use the SharePoint installer to setup the following components: Beta: Microsoft "Geneva" Framework RTM: Windows Identity Foundation (WIF) - Geneva has to be uninstalled before WIF can be installed! Microsoft Sync Framework Runtime v1.0 (x64) Microsoft Filter Pack 2.0 Microsoft Chart Controls for the Microsoft .NET Framework 3.5 Beta: Windows PowerShell 2.0 CTP3 RTM: Windows PowerShell 2.0 SQL Server 2008 Native Client Microsoft SQL Server 2008 Analysis Services ADOMD.NET Beta: ADO.NET Data Services v1.5 CTP2 RTM: ADO.NET Data Services Update for .NET Framework 3.5 SP1

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6.2. InstallationThe installation itself requires only few steps to be completed. 1. Enter the product key, accept the license agreement and click Server Farm.

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.

6. Enter a passphrase. The passphrase is used to join new SharePoint servers to the farm.

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7. Specify a different port number if required.

8. Finish the configuration wizard.

9. After successfully installing SharePoint 2010 the configuration wizard is closed and the Central Administration automatically opens with the following screen.


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6.3. ConfigurationAfter the installation of SharePoint 2010 is completed the following settings should be configured. 1. Usage and health data collection9.

2. Diagnostic logging10.

3. Outgoing e-mail11.

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Configure usage and health data collection (SharePoint Server 2010) , http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources 10 Configure diagnostic logging (SharePoint Server 2010), http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources 11 Configure outgoing e-mail (SharePoint Server 2010), http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources

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7. End User License AgreementEnd User License Agreement (EULA) for this e-book by Andreas Glaser Software Engineering GmbH Object/Purpose of the EULA1

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.

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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 Sublicenses5

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 Changes7

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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End User License Agreement

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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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install share point server 2010

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