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Hands-on Lab Overview 1.

Introduction

HOL213: Microsoft Office SharePoint Server 2007 Installation and Configuration


2. Technologies Highlighted Microsoft Office SharePoint Server 2007 3. Audience ITPro 200 level 4. Scenario Walk through the installation and configuration of Microsoft Office SharePoint Server 2007. 5. Purpose of Hands-on Lab Learn about the installation and configuration options available in Microsoft Office SharePoint Server 2007, such as installing a new farm, configuring global workflow settings, configuring incoming e-mail, administrative tasks, farm topology, provisioning new web applications and configuring alternate forms based authentication. The Office SharePoint Server 2007 installation is quite similar to Microsoft Windows SharePoint Services 3.0 installation; however, there is one notable difference. The Office SharePoint Server 2007 installation offers an additional installation type which allows all of the additional SharePoint Server components to be installed to the farm. Once these services are installed in the farm, the administrator can distribute them among the servers in the farm. 6. Pre-Lab Setup In order to save time, some of the installation steps have been pre-completed for this lab. The complete installation can take up to 2 hours. The steps taken are detailed below to give you an idea of what is required to install Microsoft Office SharePoint Server 2007.

These steps are for your reference only - Lab exercises begin on page 14.
Installation Step 1 Getting Started with Office SharePoint Server 2007 Installation Begin installing Office SharePoint Server 2007 Login using the following credentials: o Username: administrator o Password: pass@word1 o Log on to: LITWAREINC Double click on the setup.exe executable to begin the installation. Wait for the Microsoft Software License Terms screen to appear. Check the I accept the terms of this agreement checkbox, and click on the Continue button.

The Installation Types screen will appear; click the Advanced button to continue.

(Optional) Change the File Location tab to change the installation directory for Office SharePoint Server 2007. Select the Complete server type option. Click the Install Now button to continue.

When the installation completes, click on the Close button to proceed to the SharePoint Products and Technologies Configuration Wizard.

Installation Step 2 Using the SharePoint Products and Technologies Configuration Wizard This exercise will take you through the initial configuration of a new SharePoint farm. Run the configuration wizard. In Office SharePoint Server 2007, the Central The Welcome screen will appear. Click Next to continue. A information dialog box will appear explaining the services that will be affected by the configuration wizard. Click Yes to continue.

Administration site is a SharePoint site collection. This means that a number of tasks must occur before an administrator can visit the Central Administration site. The SharePoint Products and Technologies Configuration Wizard leads you through the steps required to initially configure your Office SharePoint Server 2007 installation.

Select No, I want to create a new server farm and then click Next.

The Configuration Database Settings page will appear. Fill in the page using the following information and then click Next: o Database server: moss o Database name: SharePoint_Config o Username: LITWAREINC\administrator o Password: pass@word1 (Note: In a production environment, it is advised to create a different user specifically to manage the database connections.)

The Central Administration Web Application configuration page will appear. (Optional) Check the Specify port number box and enter the desired port number. Click Next to continue.

The Completing SharePoint configuration page will appear. Click Next to continue.

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The Configuring SharePoint Products and Technologies page will appear and step through 9 tasks using the information supplied. Some steps will take several minutes each, please be patient.

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The Configuration Successful page will appear. Click Finish to launch into the Central Administration pages.

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End of reference steps begin your lab here.

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Hands-on Lab

Discussion Points
Exercise 1 Office SharePoint Server 2007 Central Administration The Home Page This exercise will highlight the new layout of the Central Administrator site and the new configuration options that are available. Administrative Tasks

Actions taken

The Central Administration page in Office SharePoint Server 2007 is in its own site collection. The site has full Windows SharePoint Services functionality. It may house documents in a document library, or have its own lists, events and RSS feeds. The Central Administration site has 3 major actions available; the first part of this exercise will look at the Home section of the Central Administration. The Home tab contains the Administrative Tasks list; this list is populated with the tasks that have to be completed to allow Office SharePoint Server 2007 to be fully functional. An administrative task consists of a few major components o Action: This is a link to the administrative action to be taken o Description: This is a general description of the purpose of the task. o Associated Service: This is a categorization of the Farm service associated with this task.

Login using the following credentials: o Username: administrator o Password: pass@word1 o Log on to: LITWAREINC Open the Central Administration page. If this is not already open, use the Start Administrative Tools SharePoint 3.0 Central Administration link. Click on the Initial Deployment: Add Servers to Farm task and the Administrative Tasks display form will appear.

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Farm Topology The Home tab also contains the Farm Topology Web Part which lists all the servers in the SharePoint farm and the services running on each.

Click Close to return to the Home page.

Click on the server name listed in the Farm Topology list and the Services on Server page will appear. o The Services on Server page allows you to start and stop services on the servers in the farm from one central location.

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The top of the page contains a list of general server roles that might be found in a server farm. When you select a role it will highlight the suggested services for the role. Select Custom to display the complete list.

For all services marked Required on Farm, not running, click Start o When prompted for Office SharePoint Server Search settings, use the following: Select Use this server for indexing content Select Use this server for serving search queries E-Mail address: administrator@litwareinc.com User name: LITWAREINC\administrator Password: pass@word1 o Click Start o When prompted for Windows SharePoint Services Search settings, use the following: User name: LITWAREINC\administrator Password: pass@word1 o Click Start

Exercise 2 Office SharePoint Server 2007 Central Administration The Application Management page

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This page contains links to pages that help you configure settings for applications and components that are installed on the server or server farm. Provisioning a new Web Application Office SharePoint Server 2007 gives you the option to provision a new web application from within the Central Administration pages. This allows a SharePoint administrator to be able to work through the Central Administration pages without needing to login to the server to make updates.

Click on the Application Management tab. Click on Create or extend Web application. The Create or Extend Web Application page should appear. Click on Create a new Web application. The Create New Web Application page should appear. Fill in the Create New Web Application form with the following information: o IIS Web Site: Create a new IIS web site Description: Keep the default value Port: 80 Host Header: Leave this empty Path: Keep the default o Security Configuration Authentication Provider: NTLM Allow Anonymous: No Use Secure Sockets Layer (SSL): No Load Balanced URL URL: http://moss Zone: Keep the default value. Application Pool Create new application pool Application pool name: Keep the default value Select a security account for this application pool: Configurable User name: LITWAREINC\administrator Password: pass@word1 Note: In a production environment, creating a separate application pool account is recommended. o Leave the rest of the items with their default values

Click Ok and the Operation in Progress page will appear.

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Create a new Site Collection

After the operation completes, the Application Created page will appear. Click on the Create Site Collection link. The Create Site Collection page will appear. Fill in the form with the following information: o Web Application: Keep the default value o Title: HOL Install and Config o Description: Hands on Lab for installation and configuration o URL: / o Template selection: Keep the default value o Primary Site Collection Administrator o

User name: LITWAREINC\administrator Quota Template: Keep the default value


Configuring Workflow Office SharePoint Server 2007 has workflow integrated into the platform. These settings allow an administrator to control what types of workflows are allowed. The Workflow Settings page allows you to determine two major things: Are user-defined workflows permitted (Ex: SharePoint Designer codeless workflows) Are users without site access permitted for workflows The changes made to these settings are global for the selected web

Click OK to create your site collection; the Operation in Progress page will appear. After the operation completes, you will be notified that your top-level site collection has been created. Click OK to continue. Click on the Workflow settings link at the bottom of the page. Click Cancel to return to the Application Management page.

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application. Exercise 3 Create and Configure the Shared Service Provider Configuring the Shared Service Provider


Import People Profiles

Click on the Create or configure this farm's shared services link under Office SharePoint Server Shared Services. The Manage this Farm's Shared Services page appears. Click New SSP to add a new Service Provider. Click on the Create a new Web application link. The Create New Web Application page will appear. Fill in the page using the following information: o User name: LITWAREINC\administrator o Password: pass@word1 Click the Ok button. The Create New Shared Provider page will appear. Fill in the page using the following information: o Set the My Site Location: Web Application: to the same value as SSP name: Web Application) o Username: LITWAREINC\administrator o Password: pass@word1 Click the OK button. Click OK on the warning page. After the Shared Provider is created click the OK button. Click on SharedServices1 in the left navigation Click on the User profiles and properties link in the User Profiles and My Sites section. Click on the Configure profile import link. Click on the Ok button. Note that there are additional items for scheduling profile imports. Click on the Start full import link.

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Exercise 4 Office SharePoint Server 2007 Central Administration Operations page This page contains links to pages that help you manage your server or server farm, such as changing the server farm topology, specifying which services are running on each server, and changing settings that affect multiple servers or applications. Configuring the SharePoint administrators group Office SharePoint Server 2007 allows the SharePoint administrator to define a group of administrators that will have access to the SharePoint Farm administration. This gives the SharePoint administration the ability to ensure a secure environment and prevent all server administrators from having full privileges to data contained within a SharePoint site.

Click on the View user profiles link to view the results of the profile import.

Click on the Back to Central Administration link in the left hand navigation to return to the Central Administration site. Click on the Operations tab from the top navigation. The Operations page will appear.

Click on the Update farm administrators group link under Security Configuration. The People and Groups: Farm Administrators page appears. The Farm Administrators page shows the current membership of the SharePoint Farm Administrators group. Click New ->Add users.

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The Add Users page will appear. Click the browse icon (looks like an open book) and the Select People and Groups dialog will appear. Enter phyllis in to the Find field and press Enter. Double click on Phyllis Harris from the return list, and click OK. The menu will disappear and the Users/Groups box on the Add Users


Incoming e-mail settings Office SharePoint Server 2007 allows e-mail to be sent to a SharePoint site for storage in lists and libraries. This allows SharePoint sites to be used to archive discussion groups, as well as to provide users a fast and convenient way to share files.

page will be populated with your selection. Click OK to add this user to the Farm Administrators group. Click on the Operations tab to return to the Operations page. Click on the Incoming e-mail settings link and the Configure Incoming EMail Settings page will appear. This page allows an administrator to enable or disable incoming e-mail to SharePoint lists. This setting affects the entire farm, adding or removing the ability to enable or disable this at a list, site, or site collection level. In order to enable incoming e-mail on the farm, select the Yes option in the Enable Incoming E-Mail section.

Click OK to save your configuration change. Enter http://moss/ in the Address field in Internet Explorer and press Enter. The HOL Install and Config site will appear. Click on the Announcements link and the Announcements list view page will appear.

Click on the Settings List Settings option and the Customize Announcements page will appear.

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Click on the Incoming e-mail settings link in the Communications section. The Incoming E-Mail Settings: Announcements page will appear.

Select Yes for Allow this list to receive e-mail and enter announce in the text box under E-mail address.

Choose Accept e-mail messages from any sender in the E-Mail Security section.

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Click OK to save these changes. Click on Start All Programs Outlook Express to open the mail client. Ignore the error message about the missing POP3 server. Expand Local Folders and click on the Drafts folder. There will be a draft email in the Drafts folder. Double click on this email and click the Send button. Close Outlook Express. Return to the browser and click on Announcements in the site breadcrumb to return to the Announcements list. The e-mail may take up to 5 minutes to process. It will be added to the Announcements list once complete. While waiting you can see the e-mail queue in C:\Inetpub\mailroot\Drop. The message has been processed when this folder is empty. Click on Weekly status announcement and notice the text formatting is maintained.

Conclusion I. Conclusion In this lab, you got a brief overview of how to install Microsoft Office SharePoint Server 2007 as well as many of the new Central Administration site and configuration options.

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