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Welcome to the Minnesota SharePoint User Group. http://www.sharepointmn.com. Agenda. Quick Intro Installation Configuration Break Administration Q & A / Networking. http://www.sharepointmn.com. User Group Goal / Objectives.

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agenda
Agenda

Quick Intro

Installation

Configuration

Break

Administration

Q & A / Networking

http://www.sharepointmn.com

user group goal objectives
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.sharepointmn.com

introductions mnspug sponsors
Introductions – MNSPUG Sponsors

Inetium (www.inetium.com)

Twin Cites based Microsoft consulting company

Microsoft Gold Certified Partner

Practice Area focused on Information Worker Technologies

New Horizons – Minnesota (www.newhorizonsmn.com)

Microsoft Gold Certified Partner

Training on many technologies

Microsoft (www.microsoft.com)

I’m guessing you’ve heard of them

http://www.sharepointmn.com

www sharepointmn com
www.sharepointmn.com

Website for user group

SharePoint resource documents

SharePoint resource websites links

RSS Feeds

Meeting Schedule

Past User Group Presentations

www.sharepointmn.com

http://www.sharepointmn.com

upcoming schedule
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

http://www.sharepointmn.com

previous meetings
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. http://sharepointmn.inetium.com/User 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. http://sharepointmn.inetium.com/User Group Presentations/June 2006 MNSPUG.ppt

Workflow:  July 2006 MNSPUG Presentation – This presentation covers how workflow and digital forms work in SharePoint 2007.  http://sharepointmn.inetium.com/User 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.  http://sharepointmn.inetium.com/User 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).  http://sharepointmn.inetium.com/User 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.  http://sharepointmn.inetium.com/User Group Presentations/October 2006 MNSPUG.ppt

http://www.sharepointmn.com

conferences
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.sharepointmn.com

slide9
Current edition contains an article by a MNSPUG member:SQL Server Management Best Practices – by Chris Fields

http://www.sharepointmn.com

before we begin
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

slide11
Terms

Overview

server editions
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
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

slide14
Server Topology

Web Front End

Index / Search

Database

Server

Overview

slide16
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

slide17
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

slide18
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

slide19
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

slide20
SharePoint Installation
  • A few slides...

Installation

slide21
Product Key
  • Green check mark will show up once a valid key has been entered.
  • (SharePoint Office Server only – not necessary for WSS)

Installation

slide22
License Terms
  • Read, accept and Continue

Installation

slide23
Installation Type
  • Basic – Essentially a one-click install
  • Advanced – Many more options available

Installation

slide24
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

slide25
File Location
  • Alternate location for binary files. Common files will still be installed in the default location.

Installation

slide26
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

slide27
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

slide28
Summary
  • SharePoint binaries have been deployed
  • Farm does not exist
  • No Database changes
  • No IIS changes

Installation

slide30
Configuration Steps
  • Optionally use psconfig.exe for more configuration options
  • Use the SharePoint Configuration Wizard to create/join a server farm

Configuration

slide31
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

slide32
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 –database –user –password –admincontentdatabase

Configuration

slide34
Configuration Wizard

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

Configuration

slide36
Server Farm Settings
  • Creating the Configuration database using psconfig.exe actually created the farm
  • The Configuration Wizard recognizes the database that was created

Configuration

slide37
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

slide38
Review Configuration Settings
  • ‘Next’ will start the configuration process running

Configuration

slide39
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

slide40
Configuration Complete
  • Congratulations!

Configuration

slide41
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

slide42
Configure Additional Servers
  • For medium/large farm environments

Configuration

slide43
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

slide44
Specify the Configuration Database
  • Find and connect to the existing configuration database

Configuration

slide45
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

slide47
Configuration Complete
  • The additional server has not been added to the farm.

Configuration

slide48
Installation Complete
  • Both servers are now listed in the Farm Topology web part

Configuration

slide49
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

slide50
Office SharePoint Server Search service
  • Office SharePoint Server 2007 only
  • On the Operations tab
  • Select the server where the service will run

Configuration

slide51
Start the service
  • Click Start

Configuration

slide52
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

slide53
Disable Unneeded Services
  • For servers not serving web content:
  • Disable the Windows SharePoint Services Web Application service on a server
    • 1. 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

slide54
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

slide55
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/
  • 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.
  • Create an Explicit inclusion for path "mysite"
  • Create a Wildcard inclusion for path "personal"
  • Jump back into the "Application Management" tab & choose "Create site collection"
  • 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).
  • Once that site is created jump back into Central Admin, go into your Shared Services Provider configuration, go into the "My Site settings" page
  • Set "Personal site provider" to "http://OrgsIntranet/mysite/" and "Location" to "personal", click OK.

Configuration

slide58
SSP Complete

Configuration

slide59
Break

5 – 10 minutes

slide61
Administration Levels
  • Site Administration
  • Site Collection Administration
  • Central Administration
  • Shared Services Provider (SSP) Administration
  • Command-line utilities
  • Third-Party tools

Administration

slide62
Top Administrative Tasks
  • STSADM
  • Site Template management
  • Web Part management
  • Features and Solutions
  • Recycle Bin

Administration

slide63
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

slide64
STSADM – Command line tool

Key functions

  • Backup
  • Restore
  • setproperty
    • days-to-show-new-icon
    • max-file-post-size
    • others
  • Create sites

Administration

slide65
STSADM – Command line tool

All you need to know:

stsadm -help

Administration

slide66
STSADM – Command line tool

activatefeature

addalternatedomain

addcontentdb

adddataconnectionfile

addexemptuseragent

addpath

addpermissionpolicy

addsolution

addtemplate

adduser

addwppack

addzoneurl

allowuserformwebserviceproxy

allowwebserviceproxy

associatewebapp

authentication

backup

backuphistory

binddrservice

blockedfilelist

canceldeployment

changepermissionpolicy

copyappbincontent

createadminvs

createcmsmigrationprofile

creategroup

createsite

createsiteinnewdb

createssp

createweb

databaserepair

deactivatefeature

deleteadminvs

deletealternatedomain

deletecmsmigrationprofile

deleteconfigdb

deletecontentdb

deletegroup

deletepath

deletepermissionpolicy

deletesite

deletesolution

deletessp

deletessptimerjob

deletetemplate

deleteuser

deleteweb

deletewppack

deletezoneurl

deploysolution

deploywppack

disablessc

displaysolution

editcmsmigrationprofile

editcontentdeploymentpath

editssp

email

enablecmsurlredirect

enablessc

enumalternatedomains

enumcontentdbs

enumdataconnectionfiledependants

enumdataconnectionfiles

enumdeployments

enumexemptuseragents

enumformtemplates

enumgroups

enumroles

enumservices

enumsites

enumsolutions

enumssp

enumssptimerjobs

enumsubwebs

enumtemplates

enumusers

enumwppacks

enumzoneurls

execadmsvcjobs

export

extendvs

extendvsinwebfarm

forcedeletelist

formtemplatequiescestatus

getadminport

getdataconnectionfileproperty

getformtemplateproperty

getproperty

getsitedirectoryscanschedule

getsitelock

geturlzone

import

installfeature

listlogginglevels

listregisteredsecuritytrimmers

localupgradestatus

managepermissionpolicylevel

migrateuser

osearch

osearchdiacriticsensitive

preparetomove

profilechangelog

profiledeletehandler

provisionservice

quiescefarm

quiescefarmstatus

quiesceformtemplate

reconvertallformtemplates

refreshdms

refreshsitedms

registersecuritytrimmer

registerwsswriter

removedataconnectionfile

removedrservice

removeexemptuseragent

removesolutiondeploymentlock

renameserver

renameweb

restore

restoressp

retractsolution

retractwppack

runcmsmigrationprofile

runcontentdeploymentjob

scanforfeatures

setadminport

setapppassword

setbulkworkflowtaskprocessingschedule

setconfigdb

setcontentdeploymentjobschedule

setdataconnectionfileproperty

setdefaultssp

setformtemplateproperty

setholdschedule

setlogginglevel

setpolicyschedule

setproperty

setrecordsrepositoryschedule

setsearchandprocessschedule

setsharedwebserviceauthn

setsitedirectoryscanschedule

setsitelock

setsspport

setworkflowconfig

siteowner

spsearch

spsearchdiacriticsensitive

sync

syncsolution

unextendvs

uninstallfeature

unquiescefarm

unquiesceformtemplate

unregistersecuritytrimmer

unregisterwsswriter

updateaccountpassword

updatealerttemplates

updatefarmcredentials

upgrade

upgradesolution

upgradetargetwebapplication

userrole

Administration

slide67
Site Templates
  • Site Gallery
  • STSADM -addtemplate

Administration

slide68
Demo

Site Templates and STSADM

slide69
Web Parts
  • Web Part Gallery
  • STSADM –addwppack

Administration

slide70
Demo

Web Part Gallery (NOT STSADM)

slide71
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

slide72
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

slide73
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

slide74
Recycle Bin

Recycle Bin

  • Web Application
  • Site Collection – Second tier Recycle Bin in Site Settings
  • Site – Recycle Bin available

Administration

slide75
Additional Administration Topics
  • Search
  • Profiles
  • Auditing and Policies
  • Forms Authentication
  • E-mail to Document Library
  • More…

Administration

resources
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

resources77
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

resources78
Resources

Which SharePoint technology document

http://sharepointmn.inetium.com/User%20Group%20Presentations/Which%20SharePoint%20technology%20is%20right%20for%20you.pdf

Kerberos informationhttp://support.microsoft.com/?kbid=832769

MySite Setup optionshttp://blogs.msdn.com/cjohnson/archive/2006/09/15/754902.aspx

SharePoint Products and Technologies Community

http://thesource.ofallevil.com/technet/community/en-us/sharepoint/default.mspx

Meeting Resources

slide79
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
slide82
Thanks for coming!

http://www.sharepointmn.com