Module 1

Introducing SharePoint 2010

Module Overview
Evaluating the Features of SharePoint 2010 Preparing for SharePoint 2010

Installing SharePoint 2010

Advanced Installation of SharePoint 2010

Lesson 1: Evaluating the Features of SharePoint 2010

The Value Proposition of SharePoint 2010 The SharePoint Platform

SharePoint Products and Technologies

Sites Communities

Content
Search Insights

Composites

The Value Proposition of SharePoint 2010

SharePoint is the business collaboration platform for the

enterprise and the Internet

SharePoint enables your enterprise to

Deliver the best productivity experience Cut costs with a unified infrastructure Rapidly respond to business needs

SharePoint does this by providing

capabilities

Sites, communities, content, search, insights and composites

The SharePoint Platform

Microsoft and ISV Solutions Custom Solutions

SharePoint Server SharePoint Foundation IIS Identity Services SQL Server

.NET Framework

Windows Server 2008/R2

SharePoint Products and Technologies

SharePoint Foundation 2010 SharePoint Server 2010 for Developer Tools

Visual Studio 2010 SharePoint Designer 2010

Intranet Scenarios

Standard or Enterprise Client Access License

Clients

SharePoint Server 2010 for

Office client applications SharePoint Workspace 2010

Internet Sites, Standard or Enterprise

SharePoint Mobile

Office Web Apps FAST Search for SharePoint

Servers

2010

Duet Enterprise for Microsoft SharePoint and SAP

FAST Search for SharePoint

2010 for Internet Sites

Project Server
Dynamics
Custom Solutions Microsoft and ISV Solutions SharePoint Server

Search Server 2010 and

Search Server Express 2010

SharePoint Foundation

SharePoint Capabilities

Sites
Content delivery Content personalization

Manageability and scalability

Customization and extensibility Interoperability and platform consolidation

Communities
Enterprise collaboration Identity and profile

User generated content and feedback

Business communities Manageability and extensibility

Communities
Discussion Board Shared Calendars Document Libraries Versioning Podcasting Wikis Task Lists Surveys Tags Ratings Microblogging Profiles Blogs

Comments

Enterprise Collaboration capabilities

Social Communities

Business Communities

Content
Support for content and interaction with content Document and records management

Definition of content and metadata

Manageability and extensibility

Search
People and expertise search Content sources, indexing, and query

Results and relevance

User search experience Manageability and extensibility

Insights
Business intelligence: Self service access to information

users need to manage their aspect of business

Information sources Presentation and visualization of information

Composites
Business Connectivity Services

No Code Solution

Access Services: Publish Access databases as web apps

Read-write access to back-end data Disconnected experience: Outlook, Word, SharePoint Workspace

Customizations: Browser, SharePoint Designer Workflows: Out-of-box, SharePoint Designer, Visio Forms: Customized Web forms or

forms-based applications

Visio: Publish diagrams, Manageability

interact with objects and data

Governance over all no-code solutions features Control over infrastructure, data, and applications

Lesson 2: Preparing for SharePoint 2010

Roles and Topologies in SharePoint Farms Infrastructure Requirements

Infrastructure Options
Overview of SharePoint Licensing Role, Software and Configuration Prerequisites

Installing Prerequisites
Additional Prerequisites SharePoint, SQL Server, and Active Directory

Service Accounts
Client Browser and Application Requirements

Roles and Topologies in SharePoint Farms

Roles

Web Front-End (WFE)

Database (SQL)
Application Server

Central Administration Service Applications (SAs) such as search Office Web Apps

Topologies

Single-server: all roles Single WFE, SQL Two WFEs (redundant web apps and services), SQL Multiple servers providing redundancy and performance optimization based on the allocation of services, SQL cluster

Infrastructure Requirements
CPUs: 4-core, 2.5 GHz, 8GB RAM 64-bit only

Operating system

Windows Server 2008 SP2 x64 Windows Server 2008 R2 [x64]

SQL Server

SQL Server 2005 SP3 with Cumulative Update 3 x64 SQL Server 2008 SP1 with Cumulative Update 2 or 5+ x64 SQL Server 2008 R2 x64

Latest service packs and updates Details on TechNet

http://go.microsoft.com/fwlink/?LinkID=196879&clcid=0x409

Infrastructure Options
Development

Development platform

Windows Vista x64 SP2+, Windows 7 x64

4GB+ RAM

SharePoint as a Service

Microsoft Online: Business Productivity Online Suite (BPOS) SharePoint Online for Internet Sites SharePoint Online: Dedicated servers Office Live and Windows Live

Overview of SharePoint Licensing

Windows Server 2008 or Windows Server 2008 R2

Server license plus client access license (CAL) for each user

Per-user CAL is most common

SQL Server Express no license required SQL Server

Server product license Per-processor license is most common

SharePoint Foundation 2010 no additional license required SharePoint Server 2010

Server product license Standard CAL or Standard+Enterprise CAL for each user

Licenses for other products and technologies

Microsoft Office 2010

Role, Software and Configuration Prerequisites

Server Roles: Web Server (IIS), Application Server Hotfix for Microsoft Windows (KB976394 / KB976462)

Windows Identity Foundation (KB974405)

Microsoft Sync Framework Runtime v1.0 (x64) Microsoft Chart Controls for Microsoft .NET Framework 3.5 Microsoft Filter Pack 2.0

Microsoft SQL Server 2008 Analysis Services ADOMD.NET

Microsoft Server Speech Platform Runtime (x64) Windows PowerShell 2.0 Optional: Microsoft Server Speech Recognition Language Optional: Microsoft SQL Server 2008 R2 Reporting http://go.microsoft.com/fwlink/?LinkID=106209

Services Add-in for SharePoint Technologies (SSRS)

Installing Prerequisites
Install SQL Server, service packs and updates Microsoft SharePoint 2010 Products Preparation Tool

Also known as the Prerequisite Installer

Log on as the setup user, SP_Admin Launch from the SharePoint Server 2010 Start page

Configures roles and settings Installs missing prerequisites

Downloads prerequisites from the Internet Provides links for manual download

Scripted installation of prerequisites from a custom location

Use the log to troubleshoot any errors

Link to log in %temp% appears in the final page of the Wizard

If an error is found, fix it then re-run the installer

SharePoint Server 2010 Installation Screen

Additional Prerequisites
ADO.NET Data Service Update

http://go.microsoft.com/fwlink/?LinkID=196880&clcid=0x409

Used for services like REST web services

For Claims: KB 979917 for ASP.NET

http://go.microsoft.com/fwlink/?LinkID=196882&clcid=0x409 Disable loopback checking http://go.microsoft.com/fwlink/?LinkID=196884&clcid=0x409 Production: Method 1 only (more secure)

Development/Testing: Method 2 is OK

SharePoint, SQL Server, and Active Directory

Active Directory

Identity

Authentication

SQL Server

Configuration Content Services run with credentials stored in Active Directory

SharePoint

Services run with credentials stored in Active Directory SQL logins for Active Directory accounts provide access to SQL

Service Accounts
SQL Server service account: SVC_SQL Setup user account (human being): SP_Admin

In the local Administrators group of each server in the farm

SQL Server login with securityadmin and dbcreator server roles SharePoint_Shell_Access database role for Windows PowerShell

Server farm account (service): SP_Farm

Given roles and permissions automatically Add to the local Administrators group of each SharePoint server

Web and service application pool account(s): SP_Service

Permissions depend on the service or application

Search crawler (indexer) account: SP_Crawl

Assign Read permission to all indexed content sources

User Profile Synchronization account: SP_Sync

Client Browser and Application Requirements

Level 1 browsers on Windows

Internet Explorer 7 and Internet Explorer 8 (32-bit)

Mozilla Firefox 3.5* (some ActiveX features do not work)

Level 2 browsers

Apple Safari 4.x and Firefox 3.5 on Apple Mac OS X Snow Leopard Internet Explorer 7 and Internet Explorer 8 (64-bit) on Windows Firefox 3.5 on UNIX/Linux 8.1

Other browsers Published sites

Page designer targets supported browsers

Authors use standards-based (Level 1) browser to author content

SharePoint compatible applications

Microsoft Office 2003 or later, SharePoint Mobile

Lesson 3: Installing SharePoint 2010

Process for Installing and Configuring SharePoint 2010 Configuration Parameters Checklist

Walkthrough: Install SharePoint to Create a Single-Server

Farm Farm

Walkthrough: Configure SharePoint on a Single-Server

Process for Installing and Configuring SharePoint 2010

Install prerequisites

User interface

PrerequisiteInstaller.exe with switches or PrerequisiteInstallerArguments.txt file

Install SharePoint binaries

User interface

setup.exe

Configure SharePoint

SharePoint Products Configuration Wizard psconfig.exe

Configure Farm

Farm configuration wizard Manual configuration: Central Administration, Windows PowerShell, stsadm.exe

Configuration Parameters Checklist

To install and configure SharePoint, you must know or determine:
The user name and password for each SharePoint account

SP_Admin, SP_Farm, SP_Service, SP_Crawl

SQL Server configuration

Server name Instance name, if not the default instance SharePoint configuration database name: SharePoint_Config

TCP port number for the Central Administration web site Farm passphrase SharePoint product key

Walkthrough: Install SharePoint to Create a Single-Server Farm

Log on as the setup user: SP_Admin Launch the SharePoint Installation Screen

Launch installation

User Account Control

Setup wizard steps:

1.
2. 3. 4. 5. 6. 7.

Product Key
Software License Agreement Server Farm or Standalone installation type File location Complete or Stand-Alone installation Installation progress Installation complete Installation Steps

Walkthrough: Configure SharePoint on a Single-Server Farm

Log on as the setup user: SP_Admin Launch the SharePoint Products Configuration Wizard

Launched automatically after installation or

Start All Programs Microsoft SharePoint 2010 Products

Steps
1. 2. 3.

Welcome Restart services warning Create a new server farm

4.
5.

Database configuration and farm account

Farm passphrase Configuration Steps

Lesson 4: Advanced Installation of SharePoint 2010

Overview of Scripted Installation Scripted Installation of Prerequisites

Scripted Installation of SharePoint Server

Scripted Configuration of SharePoint and the Farm Language Packs

Overview of Scripted Installation

Why script install?

Save time

Ensure consistency
Enable server provisioning

Implemented through

PrerequisiteInstaller.exe switches Config.xml Windows PowerShell cmdlets

Scripted Installation of Prerequisites

PrerequisiteInstaller.exe switches

/unattended /SQLNCli /KB976462 /IDFXR2 /Sync /ChartControl /FilterPack /ADOMD /Speech /SpeechLPK /ReportingServices

Add to command line or Create a

PrequisiteInstaller.Arguments.txt file with all switches

Scripted Installation of SharePoint Server

Create or modify config.xml

See samples in the FILES folder in the SharePoint distribution

Remove comment tags (<!-- and -->) from the PIDKEY value

setup.exe /config:path\config.xml

Monitoring unattended installation

Monitor %temp%\SharePoint Server Setup*.log Task Manager processes including msiexec.exe, setup.exe, mscorsvw.exe, psconfig.exe

Scripted Configuration of SharePoint and the Farm

The following Windows PowerShell cmdlets perform the

same tasks as the SharePoint Products Configuration Wizard for the first server in a new SharePoint farm

New-SPConfigurationDatabase
Initialize-SPResourceSecurity Install-SPService

Install-SPFeature
New-SPCentralAdministration Install-SPHelpCollection Install-SPApplicationContent

Service applications and services are then configured with

Windows PowerShell

Language Packs
Installation process

Windows language files

SharePoint installation and configuration

Language packs

What changes are made by language packs What does not change Upgrade alert

Lab: Installing SharePoint 2010

Exercise 1: Creating Active Directory Accounts for SharePoint Exercise 2: Installing SharePoint Server Prerequisites

Exercise 3: Installing SharePoint Server

Exercise 4: Configuring the SharePoint Installation Exercise 5: Configuring the Farm with the Farm Configuration

Wizard

Exercise 6 (Optional): Installing a Language Pack

Logon information
Virtual machine User name (Exercise 1) User name (Exercises 2-6) Password
10174A-CONTOSODC-A 10174A-SP2010-WFE1-A

CONTOSO\Administrator CONTOSO\SP_Admin
Pa$$w0rd

Estimated time: 30 minutes

Scenario
You have been asked to deploy a SharePoint farm to

support Contosos strategic initiatives related to enterprise collaboration. This single server farm will act as a prototype, and will be used to by executives, developers and end users to evaluate the new features of SharePoint Server 2010.

Module Review and Takeaways

Review Questions