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  1. Welcome to the Minnesota SharePoint User Group

  2. Agenda Quick Intro Installation Configuration Break Administration Q & A / Networking

  3. 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

  4. Introductions – MNSPUG Sponsors Inetium ( Twin Cites based Microsoft consulting company Microsoft Gold Certified Partner Practice Area focused on Information Worker Technologies New Horizons – Minnesota ( Microsoft Gold Certified Partner Training on many technologies Microsoft ( I’m guessing you’ve heard of them

  5. Website for user group SharePoint resource documents SharePoint resource websites links RSS Feeds Meeting Schedule Past User Group Presentations

  6. Upcoming Schedule Next Meeting March 14th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Topics: WSS Deep Dive & Real World Case Study Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office

  7. Previous Meetings SharePoint 2007 Overview: – May 2006 MNSPUG Presentation – This presentation provides an overview of a number of the key features and capabilities that SharePoint 2007 provides. Group Presentations/May 2006 MNSPUG.ppt Document Management / Records Management: June 2006 MNSPUG Presentation – This presentation covers how documents and records are managed using SharePoint.  This presentation also covers SharePoint Content Types. Group Presentations/June 2006 MNSPUG.ppt Workflow:  July 2006 MNSPUG Presentation – This presentation covers how workflow and digital forms work in SharePoint 2007. Group Presentations/July 2006 MNSPUG.ppt Business Intelligence:  August 2006 MNSPUG Presentation – This presentation covers many of the new features of SharePoint 2007 that are used to address Business Intelligence including Dashboard sites, Key Performance Indicator (KPI) lists, Excel Services and the filter web parts. Group Presentations/August 2006 MNSPUG.ppt Web Content Management:  September 2006 MNSPUG Presentation – This presentation focuses on the web content management features of SharePoint 2007 that allow end users to publish their own web content (ex: articles). Group Presentations/September 2006 MNSPUG.ppt Search, Business Data Catalog (BDC), and the Knowledge Network: October 2006 MNSPUG Presentation – This presentation focuses on the search capabilities of SharePoint 2007 including leveraging the Business Data Catalog. Group Presentations/October 2006 MNSPUG.ppt

  8. Conferences SharePoint Connections – March 25-28 – Orlando, FL Advisor Summit – May 6-10  Anaheim, CA Microsoft Business Intelligence Conference - May 9-11 – Seattle, WA Tech Ed – June 4-8  - Orlando, FL PDC – October 2-5  - Los Angeles, CA SharePoint Connections – Fall – Las Vegas, NV

  9. Current edition contains an article by a MNSPUG member:SQL Server Management Best Practices – by Chris Fields

  10. 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 MNSPUG site Overview

  11. Terms Overview

  12. 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

  13. 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

  14. Server Topology Web Front End Index / Search Database Server Overview

  15. Installation

  16. 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

  17. Service Accounts • 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 Installation

  18. 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

  19. 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

  20. SharePoint Installation • A few slides... Installation

  21. Product Key • Green check mark will show up once a valid key has been entered. • (SharePoint Office Server only – not necessary for WSS) Installation

  22. License Terms • Read, accept and Continue Installation

  23. Installation Type • Basic – Essentially a one-click install • Advanced – Many more options available Installation

  24. 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

  25. File Location • Alternate location for binary files. Common files will still be installed in the default location. Installation

  26. 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

  27. 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

  28. Summary • SharePoint binaries have been deployed • Farm does not exist • No Database changes • No IIS changes Installation

  29. Configuration

  30. Configuration Steps • Optionally use psconfig.exe for more configuration options • Use the SharePoint Configuration Wizard to create/join a server farm Configuration

  31. Configuration Basics and Tips • 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 Configuration

  32. 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 –cmdconfigdb –create –server <SQL_servername> –database <name_of_precreated_configdb> –user <domain\dbaccessaccount> –password <dbaccesspw> –admincontentdatabase <name_of_precreated_admincontentdb> Configuration

  33. psconfig.exe (cont.) Configuration

  34. Configuration Wizard Run the Configuration Wizard on the machine that will host the Central Administration first Configuration

  35. Start the Configuration Wizard Configuration

  36. Server Farm Settings • Creating the Configuration database using psconfig.exe actually created the farm • The Configuration Wizard recognizes the database that was created Configuration

  37. 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

  38. Review Configuration Settings • ‘Next’ will start the configuration process running Configuration

  39. 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

  40. Configuration Complete • Congratulations! Configuration

  41. 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

  42. Configure Additional Servers • For medium/large farm environments Configuration

  43. 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

  44. Specify the Configuration Database • Find and connect to the existing configuration database Configuration

  45. 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

  46. Configuration Process Configuration

  47. Configuration Complete • The additional server has not been added to the farm. Configuration

  48. Installation Complete • Both servers are now listed in the Farm Topology web part Configuration

  49. 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

  50. Office SharePoint Server Search service • Office SharePoint Server 2007 only • On the Operations tab • Select the server where the service will run Configuration