Install SharePoint 2013 - Sample Installation and Configuration This tutorial helps you to install SharePoint 2013. It shows you step-by-step how to setup requirements like Windows Server 2012 including roles and features, administrative and service accounts as well as SQL Server 2012. With these requirements installed you are able to deploy SharePoint 2013. Publisher: Andreas Glaser Version: 1.1 Date: 1/1/2013 Attachments: PowerShell Scripts Disclaimer THIS INFORMATION IS PROVIDED “AS IS” WITHOUT ANY WARRANTY OF ANY KIND. All trademarks are property of their respective owners. © Copyright 2012

Table of Contents

1 Overview ....................................................................................................................................5

1.1 Hardware Requirements ......................................................................................................6

1.2 Software Requirements .......................................................................................................6

1.3 Example: Development Environment ...................................................................................6

2 Windows Server 2012 .................................................................................................................7

2.1 Installation ..........................................................................................................................7

2.2 Updates ...............................................................................................................................7

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

2.3.1 Computer Settings .......................................................................................................7

2.3.2 IE Enhanced Security Configuration ..............................................................................7

2.3.3 Network Settings .........................................................................................................8

2.3.4 Virtual Memory............................................................................................................8

2.3.5 Remote Desktop ..........................................................................................................8

2.3.6 Firewall Settings ...........................................................................................................8

2.3.7 User Account Control Settings ......................................................................................8

3 Windows Server 2012 - Roles and Features ................................................................................9

3.1 Active Directory ...................................................................................................................9

3.2 Application Server and Web Server (IIS) ...............................................................................9

3.3 Pop3 and SMTP ................................................................................................................. 10

3.4 Windows PowerShell Integrated Scripting Environment (ISE) ............................................. 10

4 Administrative and Service Accounts ....................................................................................... 11

4.1 Accounts ........................................................................................................................... 11

4.2 Assign Permission .............................................................................................................. 11

4.2.1 SQL Server Service Account ........................................................................................ 11

4.2.2 SharePoint Setup Administrator ................................................................................. 11

4.2.3 SharePoint Farm Account ........................................................................................... 12

4.3 Resources .......................................................................................................................... 12

5 SQL Server 2012 ........................................................................................................................ 13

5.1 Software Requirements ..................................................................................................... 13

5.2 Installation ........................................................................................................................ 13

5.3 Configuration .................................................................................................................... 13

5.3.1 Assign Permission ...................................................................................................... 13

5.3.2 Configure Networking ................................................................................................ 13

6 SharePoint 2013 ....................................................................................................................... 14

6.1 Hot Fixes ........................................................................................................................... 14

6.2 Prerequisites ..................................................................................................................... 15

6.3 Installation ........................................................................................................................ 15

6.4 Create a New Server Farm ................................................................................................. 15

6.5 Connect to an Existing Server Farm .................................................................................... 15

6.6 Initial Configuration ........................................................................................................... 15

7 Scripted Installation ................................................................................................................. 16

7.1 Active Directory ................................................................................................................. 16

7.1.1 Installation ................................................................................................................. 16

7.1.2 Account Creation ....................................................................................................... 16

7.2 Windows Server 2012 - Roles and Features ....................................................................... 16

7.2.1 Join Domain ............................................................................................................... 16

7.2.2 Assign Permission ...................................................................................................... 16

7.2.3 Configure Roles and Features ..................................................................................... 16

7.3 SQL Server 2012 ................................................................................................................ 17

7.3.1 Installation ................................................................................................................. 17

7.3.2 Assign Permission ...................................................................................................... 17

7.4 SharePoint 2013 ................................................................................................................ 18

7.4.1 Prerequisites .............................................................................................................. 18

7.4.2 Installation ................................................................................................................. 20

7.4.3 Configuration ............................................................................................................. 21

7.5 SharePoint 2013 - Services ................................................................................................. 22

7.5.1 Description ................................................................................................................ 22

7.5.2 Declaration ................................................................................................................ 22

7.6 SharePoint 2013 - Service Applications .............................................................................. 23

7.6.1 Managed Accounts .................................................................................................... 23

7.6.2 Access Services and Access Services 2010 .................................................................. 23

7.6.3 App Management Service .......................................................................................... 23

7.6.4 Business Data Connectivity Service ............................................................................ 23

7.6.5 Excel Services Application .......................................................................................... 23

7.6.6 Machine Translation Service ...................................................................................... 23

7.6.7 Managed Metadata Service ....................................................................................... 23

7.6.8 PerformancePoint Service Application ....................................................................... 23

7.6.9 Search Service Application ......................................................................................... 23

7.6.10 Secure Store Service .................................................................................................. 24

7.6.11 State Service Application............................................................................................ 24

7.6.12 Usage and Health Data Collection .............................................................................. 24

7.6.13 User Profile Service Application ................................................................................. 24

7.6.14 Visio Graphics Service ................................................................................................ 26

7.6.15 Word Automation Services ........................................................................................ 26

7.6.16 Work Management Service Application ..................................................................... 26

8 Troubleshooting ....................................................................................................................... 27

9 Next Steps ................................................................................................................................ 28

A Windows Server 2008 R2 - Roles and Features ......................................................................... 29

A.1 Active Directory ................................................................................................................. 29

A.2 Application Server and Web Server (IIS) ............................................................................. 29

1 Overview

This guide allows you to setup different environments depending on your needs:

SharePoint ServerSQL Server

Active Directory

Development Environment n-tier SharePoint Farm

SQL Server

Application Server

Front-endWeb Server

Development environment:

If you decide to create a development environment this guide shows you how to create a closed

environment with an Active Directory on a separate server. With a closed environment you don’t

depend on connectivity to your company’s AD or on a person managing it (e.g. if you need accounts

or changes).

Important: Don’t install SharePoint 2013 on a Domain Controller or Working Group. There will be

loss of functions and unexpected behavior.1 So you need at least two virtual machines.

Running two virtual machines instead of one looks like you need more hardware. Please take a look

at my example development environment later for a useful deployment.

We don’t deploy a single server with the built-in database. Instead we are using SQL Server 2012 and

a complete installation so this deployment can be scaled out to create a 2-tier or 3-tier farm

topology2.

1 SharePoint 2013 Preview : Stand alone server set up : Facts and Fallacies, http://blogs.msdn.com/b/syedi/archive/2012/07/26/sharepoint-2013-preview-stand-alone-server-set-up-facts-and-fallacies.aspx 2 Install SharePoint 2013, http://technet.microsoft.com/en-us/library/cc303424(v=office.15).aspx

In addition to the flexibility you can choose which features you really need to install in order to get

your work done.

N-tier SharePoint farm or production environment:

Regarding the installation itself you will see later that it doesn’t matter if a SharePoint server should

be used as an Application server or a Web Front-end server. The differences are created during

configuration of SharePoint Services or Service Applications and not during installation.

Evaluation:

For evaluation of the product you can use the single server installation with the built-in database.3

1.1 Hardware Requirements

1.2 Software Requirements

1.3 Example: Development Environment

3 Install SharePoint 2013 on a single server with a built-in database, http://technet.microsoft.com/en-us/library/cc263202(v=office.15).aspx

2 Windows Server 2012

2.1 Installation

2.2 Updates

2.3 Configuration

Development environment: In order to avoid problems during the installation process later it is

highly recommended to do the following steps.

N-tier SharePoint farm: If you are an administrator usually things like joining a domain are already

done. You should stick with your company’s policy and skip applying the steps below.

2.3.1 Computer Settings

1. Join a domain and rename your computer if necessary. Restart your computer.

If you don’t have a domain right now I will show you later how to configure an Active

Directory.

2.3.2 IE Enhanced Security Configuration

2.3.3 Network Settings

2.3.4 Virtual Memory

2.3.5 Remote Desktop

2.3.6 Firewall Settings

2.3.7 User Account Control Settings

3 Windows Server 2012 - Roles and Features

After installing Windows Server 2012 you need to prepare your server depending on the required

role in your environment. If you use Windows Server 2008 R2 take a look at Appendix A.

3.1 Active Directory

3.2 Application Server and Web Server (IIS)

SharePoint 2013 requires the Web Server (IIS) role and Application Server role including .NET

Framework 4.5. These roles are also installed by the products preparation tool.

Development environment and n-tier SharePoint farm:

Apply these steps on every server where SharePoint should be installed.

1. Open Server Manager and click manage to ‘Add Roles and Features’.

2. Select ‘Role-based or feature-based installation’ and click next.

3. Select a server from the server pool where you want to install Application Server and Web

Server.

4. Check ‘Application Server’.

5. Check ‘Web Server (IIS)’.

6. Add features required for Application Server.

7. Skip the feature selection dialog and proceed to the role services dialog.

8. …

3.3 Pop3 and SMTP

3.4 Windows PowerShell Integrated Scripting Environment (ISE)

4 Administrative and Service Accounts

4.1 Accounts

…

4.2 Assign Permission

4.2.1 SQL Server Service Account

You don’t need to assign permissions since they are assigned during installation of SQL Server. The

SQL Server service account is used to run SQL Server and should be a domain account.

4.2.2 SharePoint Setup Administrator

The setup administrator is used to install SharePoint 2013 and you need to manually assign

permissions.

1. The SharePoint 2013 setup administrator has to be a member of the administrators group on

every server where SharePoint will be installed. Go to Server Manager > Tools > Computer

Management and add the setup administrator.

2. The second configuration step is done after SQL Server is installed and is documented here

for the purpose of completeness.

The SharePoint setup administrator needs to have the ‘securityadmin’ and ‘dbcreator’ role.

The ‘sysadmin’ role is assigned if you decide during SQL Server installation that your

SharePoint setup administrator should also be the SQL Server Administrator. While I

recommend this in a development environment this isn’t done in a production

environment.

4.2.3 SharePoint Farm Account

4.3 Resources

5 SQL Server 2012

5.1 Software Requirements

5.2 Installation

5.3 Configuration

5.3.1 Assign Permission

5.3.2 Configure Networking

6 SharePoint 2013

This chapter explains the installation and configuration of SharePoint 2013.

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

above created account (spAdmin).

6.1 Hot Fixes

Depending on your server operating system you need to install the following hot fixes4 first.

Windows Server 2008 (R2)

The SharePoint parsing process crashes in Windows Server 2008 R2

FIX: IIS 7.5 configurations are not updated when you use the Server Manager class to commit

configuration changes

FIX: A hotfix is available for the .NET Framework 4.5 that resolves an ASP.NET race condition

issue in Windows 7, Windows 7 SP1, Windows Server 2008 R2, Windows Server 2008 R2 SP1,

Windows Server 2008 SP2, and Windows Vista SP2

Windows Server 2012

FIX: A hotfix is available for the .NET Framework 4.5 that resolves an ASP.NET race condition

issue in Windows 8, Windows RT, and Windows Server 2012

4 Hardware and software requirements for SharePoint 2013, http://technet.microsoft.com/en-us/library/cc262485(v=office.15).aspx#section4

6.2 Prerequisites

6.3 Installation

6.4 Create a New Server Farm

6.5 Connect to an Existing Server Farm

After the installation and configuration process Central Administration will open:

6.6 Initial Configuration

7 Scripted Installation

7.1 Active Directory

7.1.1 Installation

7.1.2 Account Creation

7.2 Windows Server 2012 - Roles and Features

7.2.1 Join Domain

7.2.2 Assign Permission

7.2.3 Configure Roles and Features

The third script allows you to enable the roles and role services5 in Windows Server 2012 and 2008

required by SharePoint 2013.

Only run this script on the servers where you want to install SharePoint later:

Write-Host "Installing 'Application Server' role..."

get-windowsfeature|where{$_.name -eq "AS-AppServer-Foundation"}|add-

windowsfeature

Please review the script since it also installs features like PowerShell IDE you might not need.

5 Overview of Server Manager Commands (Windows Server 2008 R2), http://technet.microsoft.com/en-us/library/cc732757.aspx Overview of Server Manager Commands (Windows Server 2012), http://technet.microsoft.com/en-us/library/cc748918(v=ws.10).aspx

7.3 SQL Server 2012

7.3.1 Installation

7.3.2 Assign Permission

7.4 SharePoint 2013

There are 4 different scripts you can use to install and configure SharePoint 2013:

1. SP2013 - Prereq Installation.ps1

2. SP2013 - Installation APP.ps1

3. SP2013 - Create a new Server Farm.ps1

4. SP2013 - Connect to an existing Server Farm.ps1

Important:

Only run the scripts on the server where you want to install SharePoint 2013.

You need to use the SharePoint setup administrator ‘spAdmin’.

You need to open a PowerShell console with ‘Run as administrator’ to start the scripts.

Otherwise you have permission problems since the ‘spAdmin’ is not the built-in server

administrator ‘SERVERNAME\administrator’.

7.4.1 Prerequisites

The first script starts the prerequisites installer minimized and in an unattended mode:

Start-Process "SharePoint\PrerequisiteInstaller.exe" -ArgumentList

"/unattended" -WindowStyle Minimized -Wait

In this example it requires the SharePoint installation files to be stored in a sub folder called

‘SharePoint’. You can change that if you have the installation media stored somewhere else.

Note: Please run the .bat file since this file reads the exit codes of the installer and suggests the next

step based on the code.

The installation of prerequisites requires the server to reboot or exits with an error:

In this case the .bat file suggests the next step:

7.4.2 Installation

The second script starts the installation of a SharePoint server using a configuration file.

Start-Process "SharePoint\setup.exe" -ArgumentList '/config "..\2. SP2013

- Installation APP.xml"' -WindowStyle Minimized –Wait

Please change the configuration file to match your settings:

<Configuration>

...

<PIDKEY Value="YOUR LICENSE KEY HERE"/>

<Setting Id="SERVERROLE" Value="APPLICATION"/>

<Setting Id="USINGUIINSTALLMODE" Value="0"/>

<Setting Id="SETUPTYPE" Value="CLEAN_INSTALL"/>

<Setting Id="SETUP_REBOOT" Value="Never"/>

<Setting Id="AllowWindowsClientInstall" Value="True"/>

<ARP ARPCOMMENTS="" ARPCONTACT="" />

<Display Level="basic" CompletionNotice="No" AcceptEula="Yes"/>

<Logging Type="verbose" Path="%temp%" Template="SharePoint Server

Setup(*).log"/>

</Configuration>

You can leave the license key blank if you want to install SharePoint Foundation 2013.

Please see the reference below to find out more about the parameters and its values.

Note: Since SharePoint 2010 there is no Front-end Web Server (WFE) role anymore. Every server you

install is an application server. Its use is defined while configuring services and service applications

and not during installation.

If an error occurs you may have to restart the server.

7.4.3 Configuration

The third script is used to create a SharePoint 2013 farm. You need to modify 4 settings:

$DBServer = 'W2K8R2-03'

$ConfigDB = 'spFarmConfiguration'

$CentralAdminContentDB = 'spCentralAdministration'

$CentralAdminPort = '2013'

$PassPhrase = 'YOURPASS1'

$SecPassPhrase = ConvertTo-SecureString $PassPhrase –AsPlaintext –Force

$FarmAcc = 'domain\spFarmAcc'

$FarmPassword = 'YOURPASS1'

$FarmAccPWD = ConvertTo-SecureString $FarmPassword –AsPlaintext –Force

$cred_FarmAcc = New-Object System.Management.Automation.PsCredential

$FarmAcc,$FarmAccPWD

The fourth script connects a SharePoint server to an existing SharePoint 2013 farm:

$DBServer = 'W2K8R2-03'

$ConfigDB = 'spFarmConfiguration'

$PassPhrase = 'YOURPASS1'

$SecPassPhrase = ConvertTo-SecureString $PassPhrase –AsPlaintext –Force

After doing the configuration you are able to open Central Administration:

7.5 SharePoint 2013 - Services

Before you can run the provided PowerShell scripts to enable or disable SharePoint 2013 services you

need to pay attention to the following sections.

Note: If you want to create a SharePoint 2013 Service Application which requires a certain Service

you only need to run the script to create the Service Application. All Services needed by the Service

Application are enabled or disabled in the same process.

7.5.1 Description

Every script contains a description at the beginning of the script explaining the service. Usually you

will find something like this:

If a service is part of a service application please note that any a script for a service application also

starts the service itself.

7.5.2 Declaration

A declaration usually contains the name of the service that should be activated. Don’t change the

name of the service since it’s an internal name.

You need to change the name and amount of machines where the service should be activated.

7.6 SharePoint 2013 - Service Applications

7.6.1 Managed Accounts

7.6.2 Access Services and Access Services 2010

7.6.3 App Management Service

7.6.4 Business Data Connectivity Service

7.6.5 Excel Services Application

7.6.6 Machine Translation Service

7.6.7 Managed Metadata Service

7.6.8 PerformancePoint Service Application

7.6.9 Search Service Application

Description

The service application enables Enterprise Search in your SharePoint farm.

Requirement

Needs the Usage Service Application first or configures its own where you can’t set the database

name.

Do not configure:

$Service Name: Refers to an internal name of the service.

Do configure:

$MachinesToActivate: Activate the service on one or more application servers.

$ServiceApplicationName: Title of the service application.

$ServerName: Specifies the name of an application server. All components like crawl and

query are created on one server.

$IndexLocation: Includes a path to a location used to store the index.

$DatabaseName: The database name is used to name the database where the Service

Application data is stored and can be changed according to your naming conventions.

$spAppPoolName: Title of the application pool.

$spAppPoolAcc: Refers to a domain account which was already used to create a SharePoint

managed account.

$spContentAccess: The account and password is used for crawling content and doesn’t have

to be a managed account

7.6.10 Secure Store Service

7.6.11 State Service Application

7.6.12 Usage and Health Data Collection

7.6.13 User Profile Service Application

Description

This service application allows users to share and view Visio web drawings using Visio Services.

Requirements

1. The SharePoint Farm account needs to be member of the local Administrators group on the

server where the User Profile Service Application should run.

2. After putting the SharePoint Farm account in the local Administrators Group you need to

restart the server so the security token becomes active.

3. Logon using the SharePoint Farm account.

4. Open a PowerShell console using 'Run as administrator' to run the PowerShell script.

5. The SharePoint Farm account doesn’t need ‘Replicating Directory Changes’ in Active

Directory.

It’s the account you use to create a new ‘Synchronization Connection’ after you have

successfully created the User Profile Service Application.

6. Please wait at least 5 minutes since the start of the ‘User Profile Synchronization Service’

needs time:

Do not configure:

$Service Name: Refers to an internal name of the service.

Do configure:

$MachinesToActivate: Activate the service on one or more application servers.

$ServiceApplicationName: Title of the service application.

$ServerName: Specifies the name of an application server where the User Profile Service

Application and all of its services will run.

$FarmAccount: The ‘User Profile Synchronization Service’ needs to be configured using the

SharePoint Farm account.

$DatabaseName: The database name is used to name the user profiles, social and sync

database and can be changed according to your naming conventions.

$spAppPoolName: Title of the application pool.

$spAppPoolAcc: Refers to a domain account which was already used to create a SharePoint

managed account.

7.6.14 Visio Graphics Service

7.6.15 Word Automation Services

7.6.16 Work Management Service Application

8 Troubleshooting

If you are getting problems during install this table has a few problems and their solutions listed.

Although they are used with SharePoint 2010 they will work with SharePoint 2013 too since the base

is the same.

…

9 Next Steps

All resources used during this tutorial should have been mentioned where used. If you need

additional information please visit TechNet: Install and configure SharePoint 2013.

Next Steps

Configure services in SharePoint 2013

All trademarks are property of their respective owners.

A Windows Server 2008 R2 - Roles and Features

A.1 Active Directory

A.2 Application Server and Web Server (IIS)