Deployment Guide For Microsoft Sharepoint Server 2010-PDF Free Download

Deployment guide for Microsoft SharePoint Server 2010

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Deployment guide for Microsoft SharePoint Server 2010 Microsoft Corporation Published: January 2011 Author: Microsoft Office System and Servers Team ([email protected]) Abstract This book provides deployment instructions for Microsoft SharePoint Server 2010. The audiences for this book include application specialists, line-of-business application specialists, and IT administrators who are ...



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2011 Microsoft Corporation All rights reserved
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Getting help xiv
Deployment for SharePoint Server 2010 1
Deployment overview SharePoint Server 2010 3
Concepts 3
Physical architecture 4
Topology 5
Installation and configuration 5
Prepare the servers 5
Create the farm 7
Configure settings services solutions and sites 7
Deployment stages 7
Planning 8
Development 8
Proof of concept POC 9
User acceptance test UAT 10
Production 10
Install prerequisites from a network share SharePoint Server 2010 11
Installer switches and arguments 11
Download and consolidate the prerequisites on a file share 12
Install the prerequisites from the command line 13
Install the prerequisites using an arguments file 13
Known issues 15
Installing SharePoint Server 2010 17
Related resources 17
Prepare for deployment SharePoint Server 2010 19
Hardware and software requirements SharePoint Server 2010 20
Overview 20
Hardware requirements Web servers application servers and single server installations 20
Hardware requirements Database servers 21
Software requirements 22
Minimum requirements 22
Optional software 25
Access to applicable software 26
Administrative and service accounts required for initial deployment SharePoint Server 2010 29
Required permissions 29
Harden SQL Server for SharePoint environments SharePoint Server 2010 31
Summary of hardening recommendations 31
Configure a SQL Server instance to listen on a non default port 31
Configure Windows Firewall to block default SQL Server listening ports 33
Configure Windows Firewall to open manually assigned ports 33
Configure a SQL client alias 33
Test the SQL client alias 34
Deployment scenarios SharePoint Server 2010 35
Deploy a single server with SQL Server SharePoint Server 2010 36
Overview 36
Before you begin 37
Install SharePoint Server 2010 37
Run the Microsoft SharePoint Products Preparation Tool 38
Run Setup 38
Run the SharePoint Products Configuration Wizard 39
Configure browser settings 41
Run the Farm Configuration Wizard 42
Post installation steps 44
Deploy a single server with a built in database SharePoint Server 2010 45
Overview 45
Before you begin 46
Install SharePoint Server 2010 46
Run the Microsoft SharePoint Products Preparation Tool 46
Run Setup 47
Run the SharePoint Products Configuration Wizard 47
Configure browser settings 48
Post installation steps 50
Multiple servers for a three tier farm SharePoint Server 2010 52
Overview 52
Topology overview 53
Before you begin 54
Prepare the farm servers 55
Install SharePoint Server 2010 on the farm servers 56
Create and configure the farm 57
Add Web servers to the farm 59
Configure diagnostic logging and usage and health data collection 59
Create and configure a new Search Service Application 60
Create a site 62
Add content sources and configure a search crawl schedule 63
Post installation steps 63
Quick start Deploy single server in an isolated Hyper V environment SharePoint Server 2010 65
Requirements and recommendations 65
Virtualization server and virtual machine configuration 65
Deployment environment 67
Required permissions 67
Pre deployment tasks 67
Deploy SharePoint Server 2010 manually 68
Deploy SharePoint Server 2010 by using Windows PowerShell scripts 68
Deploy by using DBA created databases SharePoint Server 2010 74
Before you begin 74
Farm server requirements 74
Database requirements 74
About configuring DBA created databases 75
Create and configure databases for Central Administration 76
Create and configure additional databases 78
Deploy in a virtual environment SharePoint Server 2010 85
Virtual machine guidance SharePoint Server 2010 86
Networking 86
Network adapters 87
Virtual machine configuration 88
Processor 89
Controller and hard disk 89
Integration services 90
Automatic stop and start 90
Using snapshots 91
Install SharePoint Server 2010 by using Windows PowerShell 92
Farm server requirements 92
Prepare SPModule 93
Install Microsoft SharePoint Server 2010 by running Install SharePoint 94
Run Install SharePoint using a PID key 96
Configure the farm by using New SharePointFarm 97
Configure SharePoint Server 2010 on a stand alone server 97
Create a Web Application using Windows PowerShell 98
Deploy services using the SharePoint 2010 Farm Configuration Wizard 99
Create a site collection by using Windows PowerShell 99
Perform additional configuration tasks 100
Add servers to the farm using Join SharePointFarm 100
Configure the trace log 100
Initial configuration SharePoint Server 2010 102
Deploy language packs SharePoint Server 2010 103
About language IDs and language packs 104
Downloading language packs 105
Preparing the Web servers for language packs 106
Installing language packs on the Web servers 107
Uninstalling language packs 109
Configure farm settings SharePoint Server 2010 110
Configure usage and health data collection SharePoint Server 2010 111
Configure usage and health data collection by using Central Administration 111
Configure usage data collection by using Windows PowerShell 112
To configure usage data collection for a specific event type by using Windows PowerShell 113
Log usage data in a different logging database by using Windows PowerShell 113
Configure diagnostic logging SharePoint Server 2010 115
Best practices 115
Configure diagnostic logging by using Central Administration 117
Configure diagnostic logging by using Windows PowerShell 118
E mail integration SharePoint Server 2010 120
Configure incoming e mail SharePoint Server 2010 121
Overview 121
Install and configure the SMTP service 122
Install the SMTP service 122
Install IIS 6 0 Management tools 122
Configure the SMTP service 123
Configure incoming e mail in a basic scenario 124
Configure incoming e mail in an advanced scenario 124
Prepare your environment for incoming e mail in an advanced scenario 128
Configure AD DS to be used with Directory Management Service 128
Configure DNS Manager 131
Add an SMTP connector in Microsoft Exchange Server 2010 132
Configure permissions to the e mail drop folder 133
Are attachments missing from e mail messages that are sent to a SharePoint document library 135
Configure outgoing e mail SharePoint Server 2010 137
Install and configure the SMTP service 138
Install the SMTP service 138
Configure the SMTP service 138
Configure outgoing e mail for a farm 140
Configure outgoing e mail for a specific Web application 141
Configure a mobile account SharePoint Server 2010 144
Import a root certificate and create a trusted root authority 145
Configure a mobile account 145
Retrieve mobile account information 149
Delete a mobile account 150
Install and configure Remote BLOB Storage RBS with the FILESTREAM provider SharePoint
Server 2010 152
Enable FILESTREAM and provision the RBS data store 153
Install RBS 154
Enable and test RBS 155
Configure and use the Exchange connector SharePoint Server 2010 157
Create a crawl rule 157
Add a content source for Microsoft Exchange public folders 158
Deploy Microsoft Business Intelligence Indexing Connector SharePoint Server 2010 161
Install and configure Business Intelligence Indexing Connector back end 162
Before you start 162
Considerations for crawling external data sources 162
Install the Business Intelligence Indexing Connector 163
Verification of configuration 165
Uninstall Business Intelligence Indexing Connector 166
To uninstall the Business Intelligence Indexing Connector 166
Install or uninstall SharePoint Solution Pack for Business Intelligence Indexing Connector front
Before you start 167
SharePoint Solution Pack for SharePoint Server 167
Uninstall SharePoint Solution Pack 168
Install or uninstall SharePoint Solution Pack language pack for Business Intelligence Indexing
Connector front end 170
SharePoint Solution Pack language pack 170
Uninstall SharePoint Solution Pack Language Pack 171
Troubleshooting Business Intelligence Indexing Connector 172
Data sources 172
Excel and PowerPivot files 172
Unified Logging Service log file or trace logs 172
Configure services SharePoint Server 2010 173
Service application and service management SharePoint Server 2010 174
In This Section 174
Configure the security token service SharePoint Server 2010 175
How Web applications that use an STS work 175
Configure a SharePoint claims based Web application by using Windows PowerShell 176
Edit bindings 177
Configure a Web application that uses an STS 178
Configure the Secure Store Service SharePoint Server 2010 179
Initialize an instance of a Secure Store Service application 180
Refresh the encryption key 180
Generate a new encryption key 181
Create a target application 182
Set credentials for a target application 184
Enable the audit log 184
Post installation steps for search SharePoint Server 2010 186
Configure basic search functionality 186
To go to the Search Administration page 187
Specify the default content access account 187
Specify the contact e mail address 187
Configure farm wide search settings 188
Create content sources for crawling content 188
Search Center site 189
Grant all authenticated users access to the Search Center 190
Enable search reporting 190
Verify that the Web Analytics service application is started 190
Create the Web Analytics service application 191
Start the Web Analytics Web service 191
Run search queries 192
View query reports 192
View query reports at the Web application level 192
View query reports at the site collection level 192
View other search related reports 193
Enable people search 193
Ensure service applications are running 193
Configure Web application and site collections 195
Add user profiles to the User Profile service application 196
Configure My Site settings 197
Add information to My Site sites 198
Crawl the profile store 198
Optional steps 200
Create a crawl rule optional 200
Configure a managed metadata service application SharePoint Server 2010 201
Prepare to host sites SharePoint Server 2010 202
Create a Web application SharePoint Server 2010 203
Create a Web application that uses Windows classic authentication SharePoint Server 2010 205
Create a Web application that uses Windows claims authentication SharePoint Server 2010 211
Configure claims authentication SharePoint Server 2010 218
Configure anonymous access for a claims based Web application SharePoint Server 2010 219
Configure anonymous access for a claims based Web application 219
Configure forms based authentication for a claims based Web application SharePoint Server
Configure a forms based Web application to use an LDAP provider by using Central Administration
Configure the LDAP Web Config files 221
Configure a forms based Web application to use an LDAP provider by using Windows PowerShell
Configure Kerberos authentication for the claims to Windows token service SharePoint Server
Configure authentication using a SAML security token SharePoint Server 2010 228
Configure an Identity Provider STS IP STS Web application by using Windows PowerShell 228
Configure a Relying Party STS RP STS Web application 230
Establish a trust relationship with an Identity Provider STS IP STS by using Windows PowerShell
Export the trusted IP STS certificate by using Windows PowerShell 231
Define a unique identifier for claims mapping by using Windows PowerShell 232
Create a new authentication provider 232
Create a new SharePoint Web application and configure it to use SAML sign in 233
Configure claims based authentication using Windows Live ID SharePoint Server 2010 234
Configure the Window Live ID Security Token Service 235
Configure SharePoint for Window Live ID authentication 235
Convert a Window Live ID internal environment to a production environment 238
Create different types of SharePoint claims based Web applications 238
Grant permissions to all Window Live ID authenticated users 254
Configure Kerberos authentication SharePoint Server 2010 255
About Kerberos authentication 255
Before you begin 256
Software version requirements 256
Known issues 257
Additional background 257
Server farm topology 258
Active Directory Domain Services computer naming and NLB conventions 259
Active Directory domain account conventions 259
Preliminary configuration requirements 260
Configure Kerberos authentication for SQL communications 261
Create the SPNs for your SQL Server service account 261
Confirm Kerberos authentication is used to connect servers running SharePoint Server 2010 to
SQL Server 262
Create Service Principal Names for your Web applications using Kerberos authentication 264
Deploy the server farm 265
Install SharePoint Server 2010 on all of your servers 265
Create a new farm 266
Join the other servers to the farm 268
Configure services on servers in your farm 269
Windows SharePoint Services Search 269
Index server 269
Query server 269
Create Web applications using Kerberos authentication 270
Create the portal site Web application 270
Create the My Site Web application 271
Create a site collection using the Collaboration Portal template in the portal site Web application271
Confirm successful access to the Web applications using Kerberos authentication 272
Confirm correct Search Indexing functionality 274
Confirm correct Search Query functionality 275
Configuration limitations 275
Additional resources and troubleshooting guidance 275
Configuring Kerberos authentication for SharePoint 2010 Products white paper 277
Two options 277
Create a site collection SharePoint Server 2010 278
Create a site collection by using Central Administration 279
Create a site collection by using Windows PowerShell 280
Uninstall SharePoint Server 2010 281
Uninstall SharePoint Server 2010 281
Deploy customizations overview SharePoint Server 2010 283
Process overview 283
Before you begin 283
About the two kinds of customizable site elements 284
Deploying developed site elements 285
Deploying authored site elements 285
Deploy solution packages SharePoint Server 2010 288
What is a solution package 288
Deploying site elements by using solution packages 289
When to use solution packages 289
Deploying farm solutions 289
Adding a solution package 290
Deploying a solution package 291
About creating a solution package 292
Creating and deploying a custom Web Part solution package by using Visual Studio 2010 295
Deploy authored site elements SharePoint Server 2010 296
About deploying authored site elements 296
When to use the content deployment feature 297
When to use a content deployment package 298
Before you begin 298
Deploy content by using content deployment jobs 298
Deploy content by using the Content Migration API 299
Create a content deployment package by using Windows PowerShell 300
Deploy site elements by using Features SharePoint Server 2010 302
What is a Feature 302
When to use Features 303
Create a Feature 303
Install and activate a Feature by using Windows PowerShell 305
Deploy templates SharePoint Server 2010 308
What are site definitions 308
Site definitions and configurations 309
Uncustomized pages and page customization 309
Core schema files 310
Create a custom site definition and configuration 310
Deploy a site definition by using a solution package 313
Add a SiteDefinitionManifest element 313
Add a TemplateFile element 313
Workflow deployment process SharePoint Server 2010 314
Overview 314
Before you begin 315
Deploying workflows 315
Deploy predefined workflows 315
Deploy SharePoint Designer workflows 316
Deploy Visual Studio workflows 318
Verification 319
Deploy software updates for SharePoint Server 2010 320
Software updates overview SharePoint Server 2010 321
Improvements and new features 321
Intended audience and scope 321
Software update process 322
Update phase 322
Upgrade phase 322
Software update strategy 323
Software update deployment cycle 323
Prepare 325
Implement 327
Validate 329
Prepare to deploy software updates SharePoint Server 2010 331
Verify account permissions and security settings 331
Determine the update approach 331
Back up the environment 333
Document the environment 334
Determine whether related items need to be updated 334
Obtain the software update and prepare the installation source optional 334
Slipstream package 335
Install a software update SharePoint Server 2010 336
Verify the update strategy 336
Monitor installation progress 336
Handle update failures 337
Review update scenarios 337
Initial state and required conditions 338
Use the in place method without backward compatibility 339
Use the in place method with backward compatibility 340
Update phase 341
Upgrade phase 343
Use the database attach method for high availability of existing content 344
Verify update completion and success 347
Deploy Office Web Apps Installed on SharePoint 2010 Products 348
Understanding Office Web Apps deployment 349
Install and configure Office Web Apps on an existing stand alone SharePoint server 350
Run Office Web Apps setup 350
Run PSConfig to register the services 350
Start the service instances 351
Create the service applications and the service application proxies 352
Activate the Office Web Apps Feature 353
Install and configure Office Web Apps on a new stand alone SharePoint server 355
Run Office Web Apps setup 355
Run PSConfig to register the services start the service instances create the service
applications and proxies and activate the Office Web Apps Feature 355
Install and configure Office Web Apps on an existing SharePoint server farm 356
Run Office Web Apps setup 356
Run PSConfig to register services 356
Start the service instances 357
Create the service applications and the service application proxies 358
Activate the Office Web Apps Feature 360
Install and configure Office Web Apps on a new SharePoint server farm 361
Run Office Web Apps setup 361
Run PSConfig to register services 362
Run the SharePoint Farm Configuration Wizard to start the service instances create the
service applications and proxies and activate the Office Web Apps Feature 362
Additional configuration optional 363
Configure the SharePoint default open behavior for browser enabled documents 363
Troubleshooting 365
Getting help
Every effort has been made to ensure the accuracy of this book This content is also available online in
the Office System TechNet Library so if you run into problems you can check for updates at
http technet microsoft com office
If you do not find your answer in our online content you can send an e mail message to the Microsoft
Office System and Servers content team at
itspdocs microsoft com
If your question is about Microsoft Office products and not about the content of this book please
search the Microsoft Help and Support Center or the Microsoft Knowledge Base at
http support microsoft com
Deployment for SharePoint Server 2010
Welcome to the deployment guide for Microsoft SharePoint Server 2010 The articles in this guide help
you prepare to install and configure SharePoint Server 2010 The deployment guide includes
information about deployment scenarios step by step installation instructions and post installation
configuration steps It also describes how to upgrade to SharePoint Server 2010
Before installing SharePoint Server 2010 be sure you have reviewed the information in Planning and
architecture for SharePoint Server 2010 http technet microsoft com library 0ed0b44c d60d 4b85
87de 19065d968835 Office 14 aspx
In this section
Deployment overview SharePoint Server 2010
This article provides information about deploying SharePoint Server 2010 The goal of this article is
to provide information that can help you and your teams make fundamental decisions about
deploying SharePoint Server 2010 based solutions in your organization
Install prerequisites from a network share SharePoint Server 2010
This article explains how to use PrerequisiteInstaller exe to install prerequisites from a network
share Doing so can result in a more consistent deployment
Installing SharePoint Server 2010
This video illustrates how to install and configure Microsoft SharePoint Server 2010 and how to
create your first site collection
Prepare for deployment SharePoint Server 2010
This section provides essential steps to take before you deploy Microsoft SharePoint Server 2010
Deployment scenarios SharePoint Server 2010
Follow the steps in this section to deploy a single server or server farm with SharePoint Server
2010 or to deploy the Office Web Apps for use with SharePoint Server 2010
Initial configuration SharePoint Server 2010
Follow the steps in this section to install language packs configure farm settings and services and
create site collections
Uninstall SharePoint Server 2010
This article explains how to uninstall SharePoint Server 2010
Deploy customizations overview SharePoint Server 2010
The articles in this section describe how to deploy site elements that have been customized by
developers or Web designers in a SharePoint Server 2010 environment
Deploy software updates for SharePoint Server 2010
Microsoft periodically releases software updates for SharePoint Server 2010 Follow the steps in
this section to apply these updates to your servers running SharePoint Server


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