module 1 introducing sharepoint 2010. module overview evaluating the features of sharepoint 2010...

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 providingcapabilities

Sites, communities, content,search, insights and composites

The SharePoint Platform

Custom SolutionsCustom SolutionsMicrosoft and ISV SolutionsMicrosoft and ISV Solutions

SharePoint FoundationSharePoint Foundation

IISIIS Identity Services Identity Services

SQL Server SQL

Server

.NET Framework.NET Framework

Windows Server 2008/R2Windows Server 2008/R2

SharePoint ServerSharePoint Server

SharePoint Products and Technologies

• SharePoint Foundation 2010

• SharePoint Server 2010 for Intranet Scenarios

Standard or Enterprise Client Access License

• SharePoint Server 2010 for Internet Sites, Standard or Enterprise

• Office Web Apps

• FAST Search for SharePoint 2010

• FAST Search for SharePoint 2010 for Internet Sites

• Search Server 2010 and Search Server Express 2010

• Developer Tools

Visual Studio 2010

SharePoint Designer 2010

• Clients

Office client applications

SharePoint Workspace 2010

SharePoint Mobile

• Servers

Duet Enterprise for Microsoft SharePoint and SAP

Project Server

DynamicsMicrosoft and ISV SolutionsMicrosoft and ISV Solutions

SharePoint FoundationSharePoint Foundation

Custom SolutionsCustom Solutions

SharePoint ServerSharePoint Server

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

Business Communities

Social CommunitiesEnterprise Collaboration

capabilities

Shared CalendarsDiscussion Board

Task Lists Surveys

Versioning

Document Libraries

Podcasting

Comments

Microblogging

Blogs

Tags Profiles

Wikis

Ratings

Content

• Support for content and interaction with content

• Document and records management

• Definition of content and metadata


Search

• People and expertise search

• Content sources, indexing, and query

• Results and relevance

• User search experience


Insights

• Business intelligence: Self service access to information users need to manage their aspect of business

• Information sources

• Presentation and visualization of information

Composites• Access Services: Publish Access databases as web apps

• Business Connectivity Services 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, interact with objects and data

• Manageability Governance over all no-code solutions features

Control over infrastructure, data, and applications

No Code Solution

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 Services Add-in for SharePoint Technologies (SSRS)

• http://go.microsoft.com/fwlink/?LinkID=106209

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


Used for services like REST web services

• For Claims: KB 979917 for ASP.NET


Disable loopback checking


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

• Walkthrough: Configure SharePoint on a Single-Server Farm

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.Product Key

2.Software License Agreement

3.Server Farm or Standalone installation type

4.File location

5.Complete or Stand-Alone installation

6.Installation progress

7.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 installationor

Start – All Programs – Microsoft SharePoint 2010 Products

• Steps

1.Welcome

2.Restart services warning

3.Create a new server farm

4.Database configuration and farm account

5.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 () 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

Estimated time: 30 minutes

Scenario

• You have been asked to deploy a SharePoint farm to support Contoso’s 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

module 1 introducing sharepoint 2010. module overview evaluating the features of sharepoint 2010...

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