Deployment Guide for Microsoft SharePoint Server 2010 by Corporation, Microsoft -- Read -- Imperial Library of Trantor

Index

Abstract Contents Getting help Deployment for SharePoint Server 2010 Deployment overview (SharePoint Server 2010)

Concepts Physical architecture

Size Topology

Installation and configuration

Prepare the servers Create the farm Configure settings, services, solutions, and sites

Deployment stages

Planning Development Proof of concept (POC) Pilot User acceptance test (UAT) Production

Install prerequisites from a network share (SharePoint Server 2010)

Installer switches and arguments Download and consolidate the prerequisites on a file share Install the prerequisites from the command line Install the prerequisites using an arguments file

Known issues

Installing SharePoint Server 2010

Related resources

See Also

Prepare for deployment (SharePoint Server 2010)

See Also

Hardware and software requirements (SharePoint Server 2010)

Overview Hardware requirements—Web servers, application servers, and single server installations Hardware requirements—Database servers Software requirements

Minimum requirements Optional software

Access to applicable software

Administrative and service accounts required for initial deployment (SharePoint Server 2010)

Required permissions

Harden SQL Server for SharePoint environments (SharePoint Server 2010)

Summary of hardening recommendations Configure a SQL Server instance to listen on a non-default port Configure Windows Firewall to block default SQL Server listening ports Configure Windows Firewall to open manually assigned ports Configure a SQL client alias Test the SQL client alias

Deployment scenarios (SharePoint Server 2010) Deploy a single server with SQL Server (SharePoint Server 2010)

Overview Before you begin Install SharePoint Server 2010

Run the Microsoft SharePoint Products Preparation Tool Run Setup Run the SharePoint Products Configuration Wizard Configure browser settings Run the Farm Configuration Wizard

Post-installation steps

Deploy a single server with a built-in database (SharePoint Server 2010)

Overview Before you begin Install SharePoint Server 2010

Run the Microsoft SharePoint Products Preparation Tool Run Setup Run the SharePoint Products Configuration Wizard Configure browser settings

Post-installation steps

Multiple servers for a three-tier farm (SharePoint Server 2010)

Overview

Topology overview Before you begin

Using the Microsoft SharePoint 2010 Products Preparation Tool Database server Public updates and hotfix packages

Prepare the farm servers Install SharePoint Server 2010 on the farm servers Create and configure the farm Add Web servers to the farm Configure diagnostic logging and usage and health data collection Create and configure a new Search Service Application Create a site Add content sources and configure a search crawl schedule Post-installation steps

Quick start: Deploy single server in an isolated Hyper-V environment (SharePoint Server 2010)

Requirements and recommendations

Virtualization server and virtual machine configuration Deployment environment

Required permissions Pre-deployment tasks Deploy SharePoint Server 2010 manually Deploy SharePoint Server 2010 by using Windows PowerShell scripts

Deploy by using DBA-created databases (SharePoint Server 2010)

Before you begin

Farm server requirements Database requirements

About configuring DBA-created databases Create and configure databases for Central Administration Create and configure additional databases

Deploy in a virtual environment (SharePoint Server 2010) Virtual machine guidance (SharePoint Server 2010)

Networking

Network adapters

Virtual machine configuration

Memory Processor Controller and hard disk

Integration services

Automatic stop and start Using snapshots

Install SharePoint Server 2010 by using Windows PowerShell

Farm server requirements Prepare SPModule Install Microsoft SharePoint Server 2010 by running Install-SharePoint

Run Install-SharePoint using a PID key

Configure the farm by using New-SharePointFarm

Configure SharePoint Server 2010 on a stand-alone server

Create a Web Application using Windows PowerShell Deploy services using the SharePoint 2010 Farm Configuration Wizard Create a site collection by using Windows PowerShell Perform additional configuration tasks Add servers to the farm using Join-SharePointFarm Configure the trace log

Initial configuration (SharePoint Server 2010) Deploy language packs (SharePoint Server 2010)

About language IDs and language packs Downloading language packs Preparing the Web servers for language packs Installing language packs on the Web servers Uninstalling language packs

Configure farm settings (SharePoint Server 2010) Configure usage and health data collection (SharePoint Server 2010)

Configure usage and health data collection by using Central Administration Configure usage data collection by using Windows PowerShell To configure usage data collection for a specific event type by using Windows PowerShell Log usage data in a different logging database by using Windows PowerShell

See Also

Configure diagnostic logging (SharePoint Server 2010)

Best practices Configure diagnostic logging by using Central Administration Configure diagnostic logging by using Windows PowerShell

See Also

E-mail integration (SharePoint Server 2010) Configure incoming e-mail (SharePoint Server 2010)

Overview Install and configure the SMTP service

Install the SMTP service Install IIS 6.0 Management tools Configure the SMTP service

Configure incoming e-mail in a basic scenario Configure incoming e-mail in an advanced scenario Prepare your environment for incoming e-mail in an advanced scenario

Configure AD DS to be used with Directory Management Service Configure DNS Manager Add an SMTP connector in Microsoft Exchange Server 2010 Configure permissions to the e-mail drop folder

Configure e-mail drop folder permissions for the application pool identity account for a Web application Configure e-mail drop folder permissions for the logon account for the SharePoint 2010 Timer service

Are attachments missing from e-mail messages that are sent to a SharePoint document library?

See Also

Configure outgoing e-mail (SharePoint Server 2010)

Install and configure the SMTP service

Install the SMTP service Configure the SMTP service

Configure outgoing e-mail for a farm Configure outgoing e-mail for a specific Web application

See Also

Configure a mobile account (SharePoint Server 2010)

Import a root certificate and create a trusted root authority Configure a mobile account Retrieve mobile account information Delete a mobile account

See Also

Install and configure Remote BLOB Storage (RBS) with the FILESTREAM provider (SharePoint Server 2010)

Enable FILESTREAM and provision the RBS data store Install RBS Enable and test RBS

See Also

Configure and use the Exchange connector (SharePoint Server 2010)

Create a crawl rule Add a content source for Microsoft Exchange public folders

Deploy Microsoft Business Intelligence Indexing Connector (SharePoint Server 2010) Install and configure Business Intelligence Indexing Connector (back end)

Before you start

Considerations for crawling external data sources

Install the Business Intelligence Indexing Connector Verification of configuration

See Also

Uninstall Business Intelligence Indexing Connector

To uninstall the Business Intelligence Indexing Connector

Install or uninstall SharePoint Solution Pack for Business Intelligence Indexing Connector (front end)

Before you start SharePoint Solution Pack for SharePoint Server Uninstall SharePoint Solution Pack

See Also

Install or uninstall SharePoint Solution Pack language pack for Business Intelligence Indexing Connector (front end)

SharePoint Solution Pack language pack Uninstall SharePoint Solution Pack Language Pack

See Also

Troubleshooting Business Intelligence Indexing Connector

Data sources

Excel and PowerPivot files

Unified Logging Service log file or trace logs

Configure services (SharePoint Server 2010) Service application and service management (SharePoint Server 2010)

In This Section

See Also

Configure the security token service (SharePoint Server 2010)

How Web applications that use an STS work Configure a SharePoint claims-based Web application by using Windows PowerShell Edit bindings Configure a Web application that uses an STS

Configure the Secure Store Service (SharePoint Server 2010)

Initialize an instance of a Secure Store Service application Refresh the encryption key Generate a new encryption key Create a target application Set credentials for a target application Enable the audit log

Post-installation steps for search (SharePoint Server 2010)

Configure basic search functionality

To go to the Search Administration page Specify the default content access account Specify the contact e-mail address Configure farm-wide search settings Create content sources for crawling content Search Center site Grant all authenticated users access to the Search Center

Enable search reporting

Verify that the Web Analytics service application is started Create the Web Analytics service application Start the Web Analytics Web service Run search queries View query reports View query reports at the Web application level View query reports at the site-collection level View other search-related reports

Enable people search

Ensure service applications are running Configure Web application and site collections Add user profiles to the User Profile service application Configure My Site settings Add information to My Site sites Crawl the profile store

Optional steps

Create a crawl rule (optional)

Configure a managed metadata service application (SharePoint Server 2010)

See Also

Prepare to host sites (SharePoint Server 2010) Create a Web application (SharePoint Server 2010)

See Also

Create a Web application that uses Windows-classic authentication (SharePoint Server 2010)

See Also

Create a Web application that uses Windows-claims authentication (SharePoint Server 2010)

See Also

Configure claims authentication (SharePoint Server 2010) Configure anonymous access for a claims-based Web application (SharePoint Server 2010)

Configure anonymous access for a claims-based Web application

Configure forms-based authentication for a claims-based Web application (SharePoint Server 2010)

Configure a forms-based Web application to use an LDAP provider by using Central Administration Configure the LDAP Web.Config files Configure a forms-based Web application to use an LDAP provider by using Windows PowerShell

See Also

Configure Kerberos authentication for the claims to Windows token service (SharePoint Server 2010)

See Also

Configure authentication using a SAML security token (SharePoint Server 2010)

Configure an Identity Provider STS (IP-STS) Web application by using Windows PowerShell Configure a Relying Party STS (RP-STS) Web application Establish a trust relationship with an Identity Provider STS (IP-STS) by using Windows PowerShell Export the trusted IP-STS certificate by using Windows PowerShell Define a unique identifier for claims mapping by using Windows PowerShell Create a new authentication provider Create a new SharePoint Web application and configure it to use SAML sign-in

Configure claims-based authentication using Windows Live ID (SharePoint Server 2010)

Configure the Window Live ID Security Token Service Configure SharePoint for Window Live ID authentication Convert a Window Live ID internal environment to a production environment Create different types of SharePoint claims-based Web applications Grant permissions to all Window Live ID authenticated users

See Also

Configure Kerberos authentication (SharePoint Server 2010)

About Kerberos authentication Before you begin

Software version requirements Known issues Additional background Server farm topology Active Directory Domain Services, computer naming, and NLB conventions Active Directory domain account conventions Preliminary configuration requirements

Configure Kerberos authentication for SQL communications

Create the SPNs for your SQL Server service account Confirm Kerberos authentication is used to connect servers running SharePoint Server 2010 to SQL Server

Create Service Principal Names for your Web applications using Kerberos authentication Deploy the server farm

Install SharePoint Server 2010 on all of your servers Create a new farm Join the other servers to the farm

Configure services on servers in your farm

Windows SharePoint Services Search Index server Query server

Create Web applications using Kerberos authentication

Create the portal site Web application Create the My Site Web application

Create a site collection using the Collaboration Portal template in the portal site Web application Confirm successful access to the Web applications using Kerberos authentication Confirm correct Search Indexing functionality Confirm correct Search Query functionality Configuration limitations Additional resources and troubleshooting guidance

Configuring Kerberos authentication for SharePoint 2010 Products (white paper)

Two options

Create a site collection (SharePoint Server 2010)

Create a site collection by using Central Administration Create a site collection by using Windows PowerShell

Uninstall SharePoint Server 2010

See Also

Deploy customizations - overview (SharePoint Server 2010)

Process overview Before you begin About the two kinds of customizable site elements Deploying developed site elements Deploying authored site elements

See Also

Deploy solution packages (SharePoint Server 2010)

What is a solution package? Deploying site elements by using solution packages

When to use solution packages Deploying farm solutions Adding a solution package Deploying a solution package About creating a solution package

About customizing solution packages Manually create a solution file About the solution manifest file

Creating and deploying a custom Web Part solution package by using Visual Studio 2010

Deploy authored site elements (SharePoint Server 2010)

About deploying authored site elements

When to use the content deployment feature When to use a content deployment package

Before you begin Deploy content by using content deployment jobs Deploy content by using the Content Migration API Create a content deployment package by using Windows PowerShell

Deploy site elements by using Features (SharePoint Server 2010)

What is a Feature? When to use Features Create a Feature Install and activate a Feature by using Windows PowerShell

Deploy templates (SharePoint Server 2010)

What are site definitions? Site definitions and configurations

Uncustomized pages and page customization Core schema files

Create a custom site definition and configuration Deploy a site definition by using a solution package

Add a SiteDefinitionManifest element Add a TemplateFile element

Workflow deployment process (SharePoint Server 2010)

Overview Before you begin Deploying workflows

Deploy predefined workflows Deploy SharePoint Designer workflows Deploy Visual Studio workflows

Verification

Deploy software updates for SharePoint Server 2010 Software updates overview (SharePoint Server 2010)

Improvements and new features Intended audience and scope Software update process

Update phase Upgrade phase

Software update strategy Software update deployment cycle

Learn

Requirements and prerequisites Update strategy Downtime reduction Common issues

Prepare

Document the environment Manage customizations Plan the update strategy Make farm items update-ready

Test

Build a test farm Evaluate techniques

Implement

Build or update farms Deploy customizations Reduce downtime Monitor progress

Validate

Logged event failures User interface or experience issues Data issues

Prepare to deploy software updates (SharePoint Server 2010)

Verify account permissions and security settings Determine the update approach Back up the environment Document the environment Determine whether related items need to be updated Obtain the software update and prepare the installation source (optional)

Slipstream package

Install a software update (SharePoint Server 2010)

Verify the update strategy Monitor installation progress Handle update failures Review update scenarios

Initial state and required conditions

Use the in-place method without backward compatibility Use the in-place method with backward compatibility

Update phase Upgrade phase

Use the database attach method for high availability of existing content Verify update completion and success

Deploy Office Web Apps (Installed on SharePoint 2010 Products)

Understanding Office Web Apps deployment Install and configure Office Web Apps on an existing stand-alone SharePoint server

Run Office Web Apps setup Run PSConfig to register the services Start the service instances Create the service applications and the service application proxies Activate the Office Web Apps Feature

Install and configure Office Web Apps on a new stand-alone SharePoint server

Run Office Web Apps setup Run PSConfig to register the services, start the service instances, create the service applications and proxies, and activate the Office Web Apps Feature

Install and configure Office Web Apps on an existing SharePoint server farm

Run Office Web Apps setup Run PSConfig to register services Start the service instances Create the service applications and the service application proxies Activate the Office Web Apps Feature

Install and configure Office Web Apps on a new SharePoint server farm

Run Office Web Apps setup Run PSConfig to register services Run the SharePoint Farm Configuration Wizard to start the service instances, create the service applications and proxies, and activate the Office Web Apps Feature

Additional configuration (optional)

Configure the SharePoint default open behavior for browser-enabled documents

Troubleshooting

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