install sharepoint server 2007 · 16. use the server manager to check if things have been...

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Install SharePoint Server 2007 Installation and configuration for development This tutorial helps you to install SharePoint Server 2007. 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 2007. 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 2011 Andreas Glaser Software Engineering GmbH Version: 1.1, 3/9/2011

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Page 1: Install SharePoint Server 2007 · 16. Use the server manager to check if things have been successfully installed. 17. You don’t need to do any configuration regarding the Active

Install SharePoint Server 2007 Installation and configuration for development This tutorial helps you to install SharePoint Server 2007. 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 2007. 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

2011

Andreas Glaser Software Engineering GmbH Version: 1.1, 3/9/2011

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1 Overview

Table of contents

1. Overview .............................................................................................................................. 2

1.1. Hardware requirements .......................................................................................................... 3

1.2. Software requirements ........................................................................................................... 4

2. Windows Server 2008 R2 ....................................................................................................... 5

2.1. Installation ............................................................................................................................... 5

2.2. Updates ................................................................................................................................... 6

2.3. Configuration ........................................................................................................................... 7

2.3.1 Computer settings ........................................................................................................... 7

2.3.2 Network settings ............................................................................................................. 8

2.3.3 Remote Desktop .............................................................................................................. 9

2.3.4 Firewall settings ............................................................................................................... 9

2.3.5 IE Enhanced Security Configuration .............................................................................. 10

3. Windows Server 2008 R2 - Roles and features ...................................................................... 11

3.1. Active Directory ..................................................................................................................... 11

3.2. Web Server (IIS) and Application Server ............................................................................... 14

3.3. Pop3, SMTP, Outlook ............................................................................................................. 17

4. Administrative and service accounts .................................................................................... 18

4.1. Accounts ................................................................................................................................ 18

4.2. Assign permission .................................................................................................................. 19

4.2.1 SQL Server service account ........................................................................................... 19

4.2.2 Setup administrator ....................................................................................................... 19

4.2.3 Farm account ................................................................................................................. 20

5. SQL Server 2008 R2 ............................................................................................................. 21

5.1. Software requirements ......................................................................................................... 21

5.2. Installation ............................................................................................................................. 22

5.3. Configuration ......................................................................................................................... 25

5.3.1 Assign permission .......................................................................................................... 25

5.3.2 Configure networking .................................................................................................... 26

6. SharePoint Server 2007 ....................................................................................................... 27

6.1. Prerequisites .......................................................................................................................... 27

6.2. Installation ............................................................................................................................. 28

6.3. Configuration ......................................................................................................................... 31

6.3.1 Services .......................................................................................................................... 31

6.3.2 Shared Service Provider................................................................................................. 33

7. End User License Agreement ............................................................................................... 35

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2 Install SharePoint Server 2007

1. Overview

We are going to setup a SharePoint Server 2007 development environment containing two servers:

SharePoint ServerDatabase Server

W2K8R2-03192.168.1.3

Active Directory

W2K8R2-02192.168.1.2

We don’t 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 download for this tutorial are documented here:

http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx

Please post your comments and suggestions here:

http://www.facebook.com/pages/andreasglasernet/115186135223629

1 End-to-end deployment scenarios,

http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx

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3 Overview

1.1. Hardware requirements

Hardware requirements are depending on the type of server you are going to setup.

For a standalone installation it is recommended2 to use at least the following hardware:

Component Minimum requirement

Processor 2.5 Ghz

RAM 1 GB

Hard disk 3 GB free space

For a server farm with application and front-end web servers it is recommended to use at least the

following hardware:

Component Minimum requirement

Processor 2.5 Ghz

RAM 2 GB

Hard disk 3 GB free space

These numbers are dated October 2010 and might change.

The given numbers are really low so I suggest using minimum the following hardware specification

for a development environment:

Component Minimum requirement

Processor 64-bit, two cores

RAM 8 GB

Hard disk 1st: 256 GB SSD 2nd: 512 GB Data

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 doesn’t matter.

2 Determine hardware and software requirements (Office SharePoint Server),

http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources

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4 Install SharePoint Server 2007

1.2. Software requirements

Software requirements are depending on the type of server you are going to setup3.

Database server

In order to deploy SharePoint Server 2007 with SQL Server you need one of the following:

SQL Server 2000,

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

In order to deploy SharePoint Server 2007 you need one of the following operating system:

Windows Server 2003 Standard, Enterprise, Datacenter, Web Edition,

Windows Server 2008 Standard, Enterprise, Data Center, Web Server or

Windows Server 2008 R2 Standard, Enterprise, Data Center, Web Server.

Note: Although the different editions of Windows Server 2008 and Windows Server 2008 R2 are not

directly listed in the mentioned reference it should work.

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

3 Determine hardware and software requirements (Office SharePoint Server),

http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources

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5 Windows Server 2008 R2

2. Windows Server 2008 R2

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

2.1. Installation

The installation is straight forward and doesn’t require any detailed explanation. It is recommended

but not required to 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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6 Install SharePoint Server 2007

4. Wait for the installation to complete.

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

2.2. Updates

Windows Server 2003

You need to apply the following updates:

1. Service Pack 14

4 Microsoft Windows Server 2003 Service Pack 1 (32 bit),

http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources

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7 Windows Server 2008 R2

2.3. Configuration

In 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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8 Install SharePoint Server 2007

2.3.2 Network settings

1. Enable “File and printer sharing” to access your image using remote desktop.

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9 Windows Server 2008 R2

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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10 Install SharePoint Server 2007

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).

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11 Windows Server 2008 R2 - Roles and features

3. Windows Server 2008 R2 - Roles and features

After installing Windows Server 2008 R2 you need to prepare your server depending on the required

role in your environment.

3.1. Active Directory

This 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 don’t use the domain name of a

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12 Install SharePoint Server 2007

website.

2. Don’t 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 don’t 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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13 Windows Server 2008 R2 - Roles and features

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 don’t need to do any configuration regarding the Active Directory. Necessary account

operations are described later.

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14 Install SharePoint Server 2007

3.2. Web Server (IIS) and Application Server

SharePoint 2007 requires the Web Server (IIS) role and Application Server role including .NET

Framework 3.5 SP1.

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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15 Windows Server 2008 R2 - Roles and features

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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16 Install SharePoint Server 2007

7. Click install

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17 Windows Server 2008 R2 - Roles and features

3.3. Pop3, SMTP, Outlook

Since Windows Server 2008 the Pop3 server feature is deprecated. If you need mail you have to

install Exchange Server or something similar.

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18 Install SharePoint Server 2007

4. Administrative and service accounts

In order to install SharePoint 2007 there are 9 accounts which are most important.

4.1. Accounts

You need to create the following accounts in Active Directory:

Account type Account name (example)

SQL Server Service sqlSvcAcc

Setup Administrator setupAdmin

Farm Account spFarmAcc

SSP Admin Application Pool spSSPAdmAP

SSP MySite Application Pool spSSPMySiteAP

SSP Service spSSPSrv

WSS Search Service spWSSSearchSvc

WSS Search Content Access spWSSSearchCA

MOSS Search Service spMOSSSearchSvc

These accounts don’t have to be member of a certain group.

Make sure each account has the following

properties:

User cannot change password and

Password never expires.

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19 Administrative and service accounts

4.2. Assign permission

You need to assign permission only to the SharePoint 2007 setup administrator setupAdmin.

4.2.1 SQL Server service account

You don’t 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 2007 and you need to manually assign

permissions.

1. The SharePoint 2007 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 2007 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

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20 Install SharePoint Server 2007

your SharePoint 2007 setup administrator should also be the SQL Server Administrator.

4.2.3 Farm account

You don’t need to assign permissions since they are automatically assigned by the SharePoint 2007

setup administrator during installation and configuration.

The farm account is used:

1. for configuration and management of the server farm and

2. as an application pool account for Central Administration.

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21 SQL Server 2008 R2

5. SQL Server 2008 R2

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

5.1. Software requirements5

You need to meet at least the following requirements if you want to install SharePoint Server 2007

without the built-in database:

SQL Server 2000 with Service Pack 4 (SP4)

SQL Server 2005 with Service Pack 1 (SP1)

SQL Server 2008

SQL Server 2008 R2

Remarks

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:

5 Determine hardware and software requirements (Office SharePoint Server),

http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources

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22 Install SharePoint Server 2007

5.2. Installation

The 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.

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23 SQL Server 2008 R2

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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24 Install SharePoint Server 2007

7. Keep the collation settings.

8. Add the setup administrator a SQL Server administrator if you have an isolated Hyper-V

environment.

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

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25 SQL Server 2008 R2

5.3. Configuration

There are two configuration steps you need to do: assign permission to the SharePoint 2007 setup

administrator and configure networking.

5.3.1 Assign permission

The SharePoint 2007 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 2007 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 don’t have the sysadmin role assigned.

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26 Install SharePoint Server 2007

5.3.2 Configure networking

At the end you need to enable named pipes and restart your computer.

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

Manager

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27 SharePoint Server 2007

6. SharePoint Server 2007

This chapter explains the installation and configuration of SharePoint Server 2007.

Important: If you are not logged on with the setup administrator please logon using the above

created account (setupAdmin).

6.1. Prerequisites

Depending on the version of Windows Server and SQL Server you need to pick a different version of

SharePoint Server 20076:

You need at least Microsoft Office SharePoint Server 2007 if you have the following editions:

o SQL Server 2000

o SQL Server 2005

o Windows Server 2003

You need at least Microsoft Office SharePoint Server 2007 with SP1 if you have the following

editions:

o SQL Server 2008

o Windows Server 2008

You need at least Microsoft Office SharePoint Server 2007 with SP2 if you have the following

editions:

o SQL Server 2008 R2

o Windows Server 2008 R2

Note: You need a slipstreamed version. Installing SP2 after installing MOSS 2007 on Windows Server

2008 R2 doesn’t work.

Anyway it is recommended to use the latest service pack.

6 Determine hardware and software requirements (Office SharePoint Server),

http://sharepoint-tutorial.net/post/2011/02/11/Install-SharePoint-Server-2007.aspx#resources

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28 Install SharePoint Server 2007

6.2. Installation

The installation itself requires only few steps to be completed.

1. Enter the product key, accept the license agreement and click Advanced.

2. Select a complete installation.

3. Wait until the installation has finished and run the products configuration wizard.

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29 SharePoint Server 2007

4. Create a new server farm.

5. Enter the server name of your SQL Server and add the farm account and its credentials.

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30 Install SharePoint Server 2007

6. Specify a different port number if required.

7. Finish the configuration wizard.

8. After successfully installing SharePoint 2007 the configuration wizard is closed and the

Central Administration automatically opens with the following screen.

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31 SharePoint Server 2007

6.3. Configuration

After the installation of SharePoint 2007 is completed the following settings should be configured.

6.3.1 Services

At the beginning you have to start three services.

1. Start the ‘Windows SharePoint Search Service’ and enter the service account

spWSSSearchSvc and the content access account spWSSSearchCA.

2. After that start the ‘Office SharePoint Server Search’ and enter the service account

spMOSSSearchSvc. Please select Use this server for indexing content and Use this server for

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32 Install SharePoint Server 2007

serving search queries. Otherwise the configuration is not complete.

3. Now you can start the Excel Calculation Services (or not). You are finished with the services.

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33 SharePoint Server 2007

6.3.2 Shared Service Provider

Go to Shared Services Administration and create a new Share Services Provider (SSP).

You need to create two web applications for the SSP Administration site and the My Site as well as

specifying other properties.

1. Create the web application for SSP Administration site using the account spSSPAdmAP as

the application pool account.

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34 Install SharePoint Server 2007

2. Create the web application for My Site using the account spSSPMySiteAP as the

application pool account.

3. After creating both web applications you should be back creating the SSP.

4. Provide the SSP service account spSSPSvc.

5. Click ‘Ok’ to start the creation of the SSP.

6. The configuration of the Shared Service Provider is finished.

7. Please be patient until server farm configuration not complete disappears.

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35 End User License Agreement

7. End User License Agreement

End User License Agreement (EULA) for this e-book by Andreas Glaser Software Engineering GmbH

Object/Purpose of the EULA

1 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.

Grant of License

2 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.

3 All rights not expressly granted to the Licensee are reserved by the Licensor.

4 The following License clauses shall be decisive for all Versions of the e-book.

No Assignments or Sublicenses

5 The Licensee shall not be entitled to assign any rights, nor delegate any duties under this EULA.

6 The Licensor keeps the exclusive right to grant Licenses. The Licensee shall not have the right to grant sublicenses.

Property Rights; no Changes

7 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.

8 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.

9 The Licensee shall only use the e-book for his own purposes but neither rent, lease, lend or resell it.

10 The Licensee shall be allowed to make copies of the e-book only for backup and archival purposes.

Compliance with applicable laws

11 The Licensee must comply with all applicable laws regarding the use of the e-book.

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36 Install SharePoint Server 2007

Termination / Liability for Damages

12 If the Licensee fails to comply with the terms and conditions of this EULA the Licensor may terminate the License. In this case the Licensee is obliged to destroy all copies of the e-book in his possession.

13 The Licensee failing to comply with the terms and conditions of this EULA shall be liable for all direct and indirect damage/loss caused at the Licensor.

Warranties and Limitation of Liability

14 The e-book shall be provided „as is“ and without any warranties. In particular the Licensor shall not warrant that the e-book is complete or faultless. The Licensor shall not warrant that the e-book is utilizable - or does fit - for a certain purpose, or that the e-book is compatible with the applicable laws. The Licensor shall not warrant that the e-book or the medium of delivery is free from virus and other such computer program. Further warranty of title shall be excluded.

15 In no event shall the Licensor be liable for any direct or indirect damages rising out of use of the e-book or inability to use the e-book. In particular the Licensor shall not be liable for loss of profit, business interruption or loss of data.

16 As far as it is impossible to exclude liability or warranty, the Licensor’s liability shall be limited to gross negligence and intention.

17 If any third party claims that its rights have been infringed by the activities of the Licensee acting within the scope of this EULA, the Licensor must be notified immediately. If such third party commences legal action against such Licensee, the latter shall take all urgent and necessary steps to defend against such claim and enter into discussion with the Licensor in order to determine further action.

Applicable Law and Jurisdiction

18 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.

19 Any changes and amendments to this EULA shall be made in writing and signed by the Parties.

20 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.

Severability Clause

21 If any provision of this EULA is entirely or partially ineffective, this shall not affect the validity of the remaining provisions. Such ineffective provision shall retroactively be replaced with a regulation that comes as close as possible to the contents and the intended purpose of the ineffective provision.