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Sharepoint

Windows Server 2008 R2 : Installing Windows SharePoint Services (part 1)

5/1/2011 5:24:27 PM
Installation of Windows SharePoint Services 3.0 is fairly straightforward once Windows Server 2008 R2 has been installed, assuming it is a single Windows SharePoint Services 3.0 installation, rather than a more complex SharePoint farm. If the Windows SharePoint Services 3.0 server will be part of a SharePoint farm, the installation is more complex and you should consider purchasing the SharePoint 2007 Unleashed book mentioned earlier for specifics on complex SharePoint farm designs and implementations.

The following steps assume that Windows Server 2008 R2 has been successfully installed and has been added to an existing production domain or test network environment, and has the latest patches and updates applied. It is not generally recommended that Windows SharePoint Services 3.0 be used for production purposes when installed on a domain controller or server running processor-intensive applications such as Exchange.

Outlining WSS Requirements

Windows SharePoint Services 3.0 designs can range from single-server installations to multiple servers that make up a SharePoint farm. To make matters more complicated, Windows SharePoint Services 3.0 can be installed on Windows Server 2003 as well as on Windows Server 2008 and Windows Server 2008 R2 servers.

The following is a list of the Microsoft minimum recommendations for Windows SharePoint Services 3.0. It is important to note that this list indicates only the bare minimum necessary for support. In most cases, servers deployed for WSS should be more robust than the minimum requirements dictate.

Hardware and Software

The following are the minimum hardware and software recommendations for the implementation of Windows SharePoint Services 3.0:

  • Server with a processor speed of at least 2.5GHz, dual processors that are 3GHz or faster recommended

  • RAM capacity of 1GB minimum, 2GB recommended

  • NTFS file system–formatted partition with a minimum of 3GB of free space, plus adequate free space for your websites

  • DVD drive or the source copied to a local or network-accessible drive

  • 1024 × 768 or higher resolution monitor

  • 56Kbps or faster connection between client computers and server

  • Windows Server 2003 SP1.

  • The Web Server role, the Microsoft .NET Framework version 3.0, and Windows Internal Database

After these requirements have been satisfied, WSS can be installed on a Windows Server 2008 R2 system.

Clients access WSS through a web browser. Microsoft supports several different web browsers for use with Windows SharePoint Services 3.0 and classifies them as either “Level 1” or “Level 2” browsers. Level 1 browsers offer full functionality on all SharePoint sites, including the Central Administration website and include the following:

  • Level 1 web browsers for WSS 3.0 with SP2 are as follows:

    • Internet Explorer 6.x (32-bit) (Windows)

    • Internet Explorer 7.x (32-bit) (Windows)

    • Internet Explorer 8.x (32-bit) (includes running in compatibility mode) (Windows)

  • Level 1 web browsers for WSS 3.0 original release and Service Pack 1 (SP1) are as follows:

    • Internet Explorer 6.x (32-bit) (Windows)

    • Internet Explorer 7.x (32-bit) (Windows)

Level 2 browsers provide basic functionality so that users can both read and write in SharePoint sites and perform site administration. However, ActiveX controls are supported only in Level 1 browsers and there are functionality differences between different browsers. Thus, the user experience will be different from that in Level 1 browsers.

  • Level 2 web browsers for WSS 3.0 with SP2 are as follows:

    • Internet Explorer 7.x (64-bit) (Windows)

    • Internet Explorer 8.x (64-bit) (Windows)

    • Firefox 3.x (Linux/UNIX/Macintosh OS X Leopard)

    • Safari 3.x (Macintosh OS X Leopard)

  • Level 2 web browsers for WSS 3.0 original release and Service Pack 1 (SP1) are as follows:

    • Firefox 1.5 (Windows/Linux/UNIX/Macintosh O SX)

    • Mozilla 1.7 (Windows)

    • Netscape Navigator 7.2 (Linux/UNIX)

    • Netscape Navigator 8.1 (Windows)

    • Safari 2.0 (Macintosh OS X)

Performing a Windows SharePoint Services Installation

The installation of WSS is a straightforward process that consists of the following steps:

1.
Install and configure the Web Server (IIS) role and .NET Framework 3.5.1 features.

2.
Download and install Windows SharePoint Services 3.0 with SP2.

3.
Install optional components such as SMTP services.

Configuration must be performed by the server administrator and includes adding the Web Server (IIS) role and role services.

You must make one major decision before the setup begins: whether to use Microsoft SQL Server 2005 Express Edition or to connect to an already deployed instance of SQL Server 200x Standard/Enterprise. The initial process detailed here installs WSS with the free Microsoft SQL Server 2005 Express Edition, which is suitable for small or test Windows SharePoint Services 3.0 implementations.

The WSS installation process begins by installing the Web Server (IIS) role using the following steps:

1.
Open Server Manager (click Start, Administrative Tools, Server Manager).

2.
Select Roles from the left pane, and then click Add Roles under Roles Summary.

3.
Review the prerequisites on the Before You Begin page and then click Next.

4.
Select Web Server (IIS) from the list of available roles and click Next.

5.
Click Next on the Web Server (IIS) page.

6.
On the Select Role Services page, the following role services should be checked:

  • Common HTTP Features:

    • Static Content

    • Default Document

    • Directory Browsing

    • HTTP Errors

  • Health and Diagnostics:

    • HTTP Logging

    • Request Monitor

  • Security:

    • Request Filtering

  • Performance:

    • Static Content Compression

  • Management Tools:

    • IIS Management Console

7.
After verifying the above IIS role services have been selected, click Next.

8.
Review the Installation Selections and click Install, as shown in Figure 1.

Figure 1. Add Roles Wizard Confirm Installation Selections screen.

9.
When the installation completes, review the installation results and click Close.

Next, you must install the Windows Server 2008 R2.NET Framework 3.5.1 feature to support WSS. Features describe an auxiliary or supporting function of a server and augment the functionality of an existing role.

1.
In Server Manager, select Features and click Add Features.

2.
Expand .NET Framework 3.5.1 Features and select .NET Framework 3.5.1.

3.
Click Next.

4.
Review the installation selections and click Install, as shown in Figure 2.

Figure 2. Add Features Wizard Confirm Installation Selections screen.

5.
When the installation completes, click Close.

Now that the Web Server role and required features have been installed, you are ready to install Windows SharePoint Services 3.0.

1.
Download Windows SharePoint Services 3.0 with SP2 from the Microsoft download site at http://sharepoint.microsoft.com/product/related-technologies/Pages/windows-sharepoint-services.aspx.

2.
From the Download section, choose 32- or 64-bit as appropriate to your server, and select the appropriate language (assumption is that English will be downloaded) and the country you are downloading to. Click Download Now.

3.
Click Save, choose a local destination to save to (for example, C:\Temp), and click Save. The file will now download, which will take several minutes or more depending upon your Internet connection speed. For this installation, the version downloaded was 12.0.6425.1000.

4.
Click Open Folder, right-click on the application (SharePoint.exe), and choose Run as Administrator.

5.
Check the I Accept the Terms of This Agreement check box, and click Continue.

6.
Then next screen allows you to choose Basic or Advanced. For the purposes of this installation, choose the Basic button. The installation will start and includes the installation of SQL Server 2005 Express Edition. This will take several minutes depending upon the speed of your server.

7.
Once the installation process completes, the Microsoft Windows SharePoint Services 3.0 window will appear, and the check box next to Run the SharePoint Products and Technologies Configuration Wizard will now be checked. Click Close.

8.
The Welcome to SharePoint Products and Technologies Configuration Wizard will open. Click Next.

9.
Click Yes in the warning window that lists the services that might need to be started or reset. The Configuration Wizard will proceed with the basic install of WSS 3.0. This includes creating the configuration database, securing resources in the Registry, registering SharePoint services, provisioning the Central Administration Web Application, creating sample data, installing application content files, and finalizing the install.

10.
The Configuration Successful message should appear. Click Finish to close the wizard.

11.
The default Team Site should now open, as shown in Figure 3, and you might need to authenticate using the account you performed the installation with.

Figure 3. Default Team Site after new installation of WSS 3.0.

12.
To ensure the installation is fully completed, click the Start button, and click the SharePoint 3.0 Central Administration link. If this link isn’t available here, click All Programs, Administrative Tools, SharePoint 3.0 Central Administration. The Central Administration console should open, as shown in Figure 4.

Figure 4. Default Central Administration console after new installation of WSS 3.0.

Reviewing the Internet Information Services (IIS) Configuration

During the installation process, websites are created in IIS. A brief walk-through of these changes is helpful to provide an overview of what websites are created following the WSS 3.0 installation. In general, it is recommended to not change the settings at this point, assuming WSS 3.0 has just been installed for testing purposes. If WSS 3.0 was installed for production uses, changes might be required, such as adding host headers, changing bindings, or adding SSL certificates to one or more websites.

Follow these steps to review the IIS configuration:

1.
Click the Start button, click Administrative Tools, and click on Internet Information Services (IIS) Manager. The IIS Manager tool will open.

2.
Expand the node for your server in the left pane, and expand the Sites node. You should see the Default Web Site with a square icon next to it indicating that it is stopped, a SharePoint – 80 site below it, and a SharePoint Central Administration v3 below it.

3.
Highlight the SharePoint – 80 site node, and clink on the Bindings link in the Actions pane on the right. This should show the type of site as http and the port as 80. Click Close.

4.
With this node still selected, click on the Browse :80 (http) link in the right pane under Manage Web Site. The default Team Site should open.

5.
Next, highlight the SharePoint Central Administration v3 site node and click on the Bindings link. This will show you the http type and the random port assigned to the Central Administration site. It is a good idea to make a note of this port in case you are having trouble accessing the Central Administration site.

The right pane in the IIS Administration tool proves to be very useful for daily administrative tasks. For example, the bindings of the website can be edited (for example, the website can be bound to a different port, or a host header can be applied); the site can be stopped, started, or restarted; and advanced settings can be accessed. The center pane provides access to ASP.NET tools, IIS tools, and management tools. So, settings such as authentication, compression, logging, and Secure Sockets Layer (SSL) can be accessed.

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