Chapter 4 – Installing Sharepoint 2010

MS Sharepoint 2010 – Administrator’s Companion

installation options —

Intranet (On Premise)
* Sharepoint Foundation 2010
* Sharepoint 2010
* FAST Search 2010 for Sharepoint
* Sharepoint Online

Internet (Cloud)
* Sharepoint 2010 for Internet Sites, Standard
* Sharepoint 2010 for Internet Sites, Enterprise
* FAST Search Server 2010 for Internet Business
* Sharepoint Online for Internet Services

Sharepoint Foundation – good choice for smaller orgs, or for department-level implementations. Free to download and install. Use it to organize documents, lists etc.

Sharepoint 2010 – requires to purchase and install, also needs to buy Client Access License (CAL). Two types of licensing: (1) Standard and (2) Enterprise. The installation source is the same, but the produce license key will enable/disable specific features.

It’s easy to upgrade from Standard to Enterprise; but from Enterprise to Standard, you need to uninstall Enterprise and re-install Standard.

FAST Search Server for SharePoint
IS AN ADVANCED VERSION OF shAREPOINT 2010 (more scalable, and ability to add metadata to unstructured content)

Sharepoint 2010 Online – Cloud version of the software. Available in two versions :
(1) Standard —
(2) Dedicated – more functions, including authentication methods and customization, and it also requires separate installations on separate servers for each user base. A user base could be a company or a department.

Sharepoint Internet Editions —

Sharepoint 2010 for Internet Sites, Standard Edition – small, mid-sized orgs;
Sharepoint 2010 for Internet sites, Enterprise Edition.
FAST Search Server 2010 for Internet Business —
Sharepoint Online for Internet Services – hosted Sharepoint solutions.

Sharepoint Server Roles —
(1) Web Front-End Server – handling the requests and rendering pages to them
Separate the WFE and Application roles so they reside on at least two different servers.

(2) Application Server – optimized for processing requests in the background
Running different service applications on different application servers.

(3) Database Server – Stores Sharepoint information
Hosts configuration, content and service application databases for the Sharepoint Farm.

(4) Active Directory Server – User authentication.
User accounts from AD can be imported into Sharepoint Profile database to enable enhanced social search capabilities. You can schedule changes to be implemented in an incremental fashion.

Preparing for Sharepoint 2010 Installation —

Requirements (MIN) for Web/Application server:
Processor: 64bit, 4 core, 2.5 gigahertz (GHZ)
RAM: Minimum 4 GB; 8 Recommended
Disk Space: Min 80 GB

Requirements for Database Server:
Processor: 64bit, dual core; 3GHZ
RAM: Minimum 4 GB; 8-16 G recommended.

For Fast Search:
Processor: 64bit, 4 CPU cores, 2.0GHZ; recommended 8 CPU core
RAM: Min 4; 16 recommended
Disk Space: 50GB

OS: 64 bit, Windows Server 2008, R2 Standard, Enterprise or Data Center.

Database Server: Sharepoint requires SQL server and prefers Windows Authentication.
MS SQL Server 2005 with SP3, or 2008 R2
64bit

Client computers –

Browser support:
Level 1: Full support (required for Central Admin site)
Level 2: provide basic functioality; can read/write and basic site admin. No ActiveX contreols.

MS Office —

* Office Web Application – allows users to read and write some Office files on a Sharepoint 2010 server using only a web browser.
* Co-authoring – allows simultaneous editing of the same document by multiple users
* Broadcast Slide Show – broadcast completed slide shows to viewers who have only a web browser.

MS Silverlight —

Active Directory —
* Sharepoint 2010 requires dedicated AD user accounts to run services and act as application pool identities.
* When importing AD users account, it is possible to retrict which account are imported. You can choose which OU (organization Unit) to import from, even individual accounts from an OU can be selected.
* When configuring incoming email, Sharepoint is capable of creating contact objects automatically in AD. The account that is configured as the application pool account for Central Admin needs CREATE permission in the dedicated OU.

Sharepoint 2010 Preparation Tool – Use this tool, or do it manually (below)

Local Prerequsite Command-Line Installation —

You can install Sharepoint prerequsites using a command line tool: Prerequsiteinstaller.exe.

Or use Setup.exe to install prerequsites.

Sharepoint installation has 2 phases:
(1) Install Sharepoint Binaries.
(2) Create Sharepoint Farm

Two types of Sharepoint installation —

(1) Standalone installation – Will avoid adding other servers to the farm; should only be used for evaluation or test environment; or deploy a small number of web sites with minimal administrative overhead. It installs SQL server express 2008; 4GB database size; support 1GB memory; single processor support; installs Central Admin using default settings; generates a random port number for Central Admin.

Once phase 1 installation (binaries) is completed, phase 2 (farm installation) begins by launching the Configuration Wizard automatically. It can also be ran using the file: psconfigui.exe.

(2) Complete Installation (or “Server Farm” install)

Phase 1: Requires that you already have SQL server installed.
Phase 2 of the installation require that you use the AD account that has the two required SQL server privileges (1) dbcreator and (2) securityadmin.
Unlink standalone installation, no service applications are cretaed, registered or started; no default home site collections are created. (These can be performed later using the Farm Configuration within Central Admin.

When building a server farm in Complete Installation, you will see additional prompts: name of the SQL server; SQL server instance name; (the DB server will host both the Central Admin DB and farm configuration DB – default is “Sharepoin_Config”). You are asked a passphrase – used to encrypt Sharepoint configuration information. This passphrase can be changed from within Central Admin.

The passphrase must meet the AD password requirements. AT least 3 of the letter groups: a-z, A-Z, 0-9, special chars.

Unlink standalone, you can specify a custom port number for cCentral Admin (“Specify Port Number” checkbox). Between 1-65535)

Can choose between NTLM and Kerberos as authemtication. Default is NTLM. Recommendation: Kerberos. (but has some extra steps)

Phase 3 (Farm Configuration) is performed from inside Central Admin. The only two databases created after a complete installation – (1) Sharepoint_AdminContent_XXXXX and (2) Sharepoint_Config.

Sharepoint Foundation 2010 installation —

*** No product key asked – because it’s free. No option to convert Farm License Type in Central Admin. No option to view web analytics in Central Admin; no optin to configure content deploymnet jobs and paths in Central Admin; only two service applications (1) BDC and (2) Usage and Health Data Collection.

Performing a Command-line installation of Sharepoint 2010 —

It’s about creating a script to automate the process – the most cost-effective way. All the steps you completed using GUI/wizard can also be compelted using psconfig.exe.

3 steps:
(1) install prerequsites using prerequsiteinstaller.exe
(2) Install Sharepoint – Phase 1: Binaries with setup.exe, Phase 2: SP Production Configuration using psconfig.exe.
(3) Farm Configuration using PowerShell Cmdlets.

Installing the Prerequsites: prerequsiteinstaller.exe

Installing the Sharepoint Product Binaries: using setup.exe. The parameters can be saved in an XML file.
setup.exe /config c:\installpath\config.xml

Building Sharepoint Farm – various parameters

Installing and Provisioning the Service Applications —
Either using (1) psconfig.exe or (2) Powershell. There are windows powershell cmdlets for each service application.

Farm Configuration (Central Admin)
– to install ad configure your service applications!!!!!!

List of service applications that you can install and configure:
(1) Access services: allow view/edit/interact with Access services database in a browser.
(2) Application Registry service: provide backwards compability for BDC api.
(3) BDC: Provide the ability to upload BDC models that describes your LOB interface.
(4) Excel services – allow view/interact with Excel files in a Browser.
(5) Lotus notes connector: search connector crawl data in a Lotus Notes server.
(6) Managed metadata services: Provides access to managed taxonomy hierachies keywords, and global content types.
(7) PerformancePoint Service Application – Supports monitoring and analysis of PPS such as storage and publication of dashboards.
(8) Search service application: indexes content and respond to search queries.
(9) Secure store service – Stores data securely and associate it with a specifc identity or groups of identities.
(10) State Service: Provides temporary storage of user session data.
(11) Usage and Health Data Collection: Collects farm-wide usage and health data and provides data reporting
(12) User profile service application – support for My site, profile pages, social tagging and other social computing
(13) Visio graphics service: Enables viewing.refreshing of published visio diagrams in browser.
(14) Web Analytics service: Web analytics service application
(15) Word automation services: provides framework for performing automated document conversions.

Once the service application installation is completed, you are given the chance to create a top-level site collection.

Uninstalling Sharepoint 2010 —

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