Installing Your SharePoint Farm Components

After you have chosen the right product and topology for your organization, you can proceed with installing the necessary prerequisite components and SharePoint. By the end of this section, you should have successfully installed SharePoint.

Installing prerequisite components

Several prerequisites must be installed before proceeding with your SharePoint installation. If any of these components are not installed at the time of the SharePoint installation, the installation will fail.

Checking the hardware and software requirements

SharePoint requires a dual-processor computer (single-server installation) with 2.5 GHz of speed or higher and 1GB of RAM (2GB of RAM is recommended). The servers must be running Windows 2003 (Standard, Enterprise, or Datacenter Edition) with Service Pack 1 (SP1). If you are installing in a farm scenario, your front-end Web servers can also be running Windows 2003 Web Edition with SP1. Your servers must be using the NTFS file system. SharePoint will run on both 32-bit and 64-bit processors with the corresponding version of Windows Server.

Note

You should not recommended installing SharePoint on a domain controller for a production environment. Although it is possible, it complicates the installation and maintenance and therefore creates unnecessary difficulty.


Installing Internet Information Services

If your front-end server(s) has not already been configured with Internet Information Services (IIS), you must add it and configure it to run in worker isolation mode before installing SharePoint. If you already have IIS installed, you just need to confirm that IIS is configured in worker isolation mode (start with Step 6). These steps are written assuming that you have your Windows Server 2003 environment configured to use the Classic Start Menu style.

1.
Choose Start Settings Control Panel to open the Control Panel on the Start menu.

2.
Double-click Add or Remove Programs.

3.
Select Add/Remove Windows Components from the left navigation panel. Select Application Server and click Details.

4.
Select the Internet Information Services check box and click Next. Click OK and then Next.

5.
Click Finish.

6.
Open Internet Information Services (IIS) Manager from the Administrative Tools option on the Start menu (Start Programs Administrative Tools Internet Information Services (IIS) Manager.

7.
Expand the IIS Manager tree and right-click on the Web Sites folder and select Properties.

8.
Click the Service tab.

9.
Clear the Run WWW service in IIS 5.0 isolation mode check box in the isolation mode section.

10.
Click OK.

11.
Expand the IIS Manager tree and select Web Service Extensions.

12.
Select ASP.NET v2.0 and click Allow.

Installing .NET 3.0 Framework

The .NET 3.0 Framework is available on the Microsoft Web site for download and installation. To install the .NET 3.0 Framework:

1.
Open a browser and go to the Microsoft Download Center Web site and find the Microsoft .NET Framework 3.0 Redistributable Package found at http://go.microsoft.com/fwlink/?LinkID=72322&clcid=0x409 at the time of book publication.

2.
Click Download on that page to start the download.

3.
Take one of the following actions when prompted by the download package:

  • Click Save if you would like to save the download package for later installation.

  • Click Run to install on your server immediately.

Installing SQL Server

You must install SQL before starting the SharePoint install if you are using any of the farm topologies or have chosen not to use SQL Server Express with your single-server installation.

After you have installed SQL Server 2005, you need to configure the connections by following the steps below on the server that runs your SQL Server:

1.
Choose Start All Programs Microsoft SQL Server 2005 Configuration Tools SQL Server Surface Area Configuration.

2.
In the dialog, click Surface Area Configuration for Services and Connections.

3.
Expand your instance of SQL Server, expand Database Engine, and click Remote Connections.

4.
Click Local and Remote Connection, select Using both TCP/IP and named pipes, and click OK.

Preparing administrative accounts

You will need one to many administrative accounts based on your chosen topology. If you are installing on a single server, you will need an account that belongs to the administrator group on your server.

If you are installing SharePoint in any of the farm topologies, you will need the following accounts:

  • Installation account: This account is the one used during the SharePoint installation and is automatically given full rights to all of your SharePoint administrative tasks during the installation. It must be a domain account, a member of the administrator group on the front-end and application servers, a member of the SQL Server Logins (to have access to your SQL Server instance), and a member of the SQL Server Security Administrators and Database Creators roles.

  • Service account: SharePoint uses this account to connect to the configuration database and as the application identity for the central administration application pool. This account must be a domain user account; SharePoint grants the appropriate SQL permissions during installation (SQL Server Logins, Database Creator, and Security Administrators roles).

  • Search service account: This is the account under which the search service runs. It must be a member of the administrator group on the computer running the search service and should have read access to all content on the network that will be crawled. SharePoint respects access control lists (ACLs) and returns only search hits to which a user has access.

  • Web application identity account: This account is the application pool identity for your Web application. This account must be a domain user account.

  • Shared services provider application identity account: This account is the application pool identity for your Shared Services Provider. This account must be a domain user account and is not necessary for WSS installations.

  • Shared services provider service account: This is the account under which your shared services run. This account must be a domain user account and is not necessary for WSS installations.

You can combine these accounts to use fewer accounts if the less-distributed permission model is appropriate given the security policies for your organization.

Note

SharePoint 2007 automatically synchronizes with your Active Directory password changes once the account is configured. In past versions, managing password changes was a time-consuming process because this synchronization did not exist.


Installing SharePoint

The three installation scenarios to choose between are single server installation (applies to both WSS and MOSS), a farm installation for WSS, and a farm installation for MOSS.

Installing on a single server with SQL Server Express

If you are installing on a single server with SQL Server Express, you can install SharePoint with the Basic option. Follow these steps:

1.
From the product disc, run setup.exe or officeserver.exe from the product download.

2.
Enter your product key when prompted and click Continue. (This step is not necessary if you are installing WSS.)

3.
Review the terms of the Microsoft Software License, select I accept the terms of this agreement, and click Continue.

4.
Choose your installation type: Click Basic if you want to install the default location for the installation files (<windowsdirectory>program filesMicrosoft Office Servers), or click Advanced if you would like to specify the installation directory. If you select Advanced, select the stand-alone type of installation and then change the file directory path. Click Install Now.

5.
Complete the installation by selecting the Run the SharePoint Products and Configuration Wizard now check box, and then click Close to launch the wizard.

6.
Click Next on the welcome page of the wizard.

7.
Click Yes on the page notifying that services might need to be restarted or reset.

8.
Click Finish. SharePoint central administration opens.

Installing WSS in a farm configuration

The following installation steps must be done on every front-end server before creating sites and configuring services.

1.
From the product disc, run setup.exe or officeserver.exe from the product download.

2.
Review the terms of the Microsoft Software License, select I accept the terms of this agreement, and click Continue.

3.
Click Advanced on the Choose the installation type page.

4.
Select Web front-end and then change the file directory path, if desired. Click Install Now.

5.
Complete the installation by selecting the Run the SharePoint Products and Configuration Wizard now check box and then click Close to launch the wizard.

The SharePoint Products and Configuration Wizard walks you through the steps necessary to connect to the back-end database. Do the following:

1.
Click Next on the welcome page of the wizard.

2.
Click Yes on the page notifying that services might need to be restarted or reset.

3.
On the connect to a server farm page, select one of the options:

  • If you are configuring your first front-end server, click No, I want to create a new server farm and then click Next.

  • If you have already configured your first front-end server, click Yes, I want to connect to an existing server farm and then click Next.

4.
On the Specify Configuration Database page, enter the name of your back-end computer in the database server field:

  • If you are configuring your first front-end server, use the default database name for the configuration database, or type your own name in the database name field.

  • If you have already configured your first front-end server, click retrieve database names, and in the database name field select the database that you used for your configuration database (default name is SharePoint_Config).

5.
Enter the service account username in the username field in domainusername format and the password in the password field and click Next.

6.
If you are configuring your first front-end server, enter a port number for SharePoint Central Administration on the SharePoint Central Administration Web Application page. If you leave the specify port number box unchecked, it assigns a random number.

7.
If you are configuring your first front-end server, select whether you want to use NTLM (the default) or Negotiate (Kerberos) authentication. If you select Kerberos, you must support Kerberos in your environment.

8.
Review your settings on the Completing the SharePoint Products and Technologies Wizard page and click Next.

9.
Click Finish. SharePoint central administration opens.

Installing MOSS in a farm configuration

The following installation steps must be done on every SharePoint server before creating sites and configuring services. If you have a topology that has multiple front-end servers, all the front-end servers must have the same SharePoint products installed.

1.
From the product disc, run setup.exe or officeserver.exe from the product download.

2.
Enter your product key when prompted and click Continue.

3.
Review the terms of the Microsoft Software License, select I accept the terms of this agreement, and click Continue.

4.
Click Advanced on the Choose the installation type page and select the appropriate installation type:

  • Select Web front-end if the server is designated to be a Web front-end only (not an application server).

  • Select Complete if the server is designed to be an application server or a Web front-end and application server.

5.
Click Install Now.

6.
Complete the installation by selecting the Run the SharePoint Products and Configuration Wizard now check box and then click Close to launch the wizard.

The SharePoint Products and Configuration Wizard walks you through the steps necessary to connect to the back-end database. Do the following:

1.
Click Next on the welcome page of the wizard.

2.
Click Yes on the page notifying that services might need to be restarted or reset.

3.
On the connect to a server farm page, select one of the options:

  • If you are configuring your first front-end server, click No, I want to create a new server farm and then click Next.

  • If you have already configured your first front-end server, click Yes, I want to connect to an existing server farm and then click Next.

4.
On the Specify Configuration Database page, enter the name of your back-end computer in the database server field.

  • If you are configuring your first front-end server, use the default database name for the configuration database or type your own name in the database name field.

  • If you have already configured your first front-end server, click retrieve database names, and in the database name field select the database that you used for your configuration database (default name is SharePoint_Config).

5.
Enter the service account username in the username field in domainusername format and the password in the password field and click Next.

6.
If you are configuring your first front-end server, enter a port number for SharePoint Central Administration on the SharePoint Central Administration Web Application page. If you leave the specify port number box unchecked, it assigns a random number.

7.
If you are configuring your first front-end server, select whether you want to use NTLM (the default) or Negotiate (Kerberos) authentication. If you select Kerberos, you must support Kerberos in your environment.

8.
Review your settings on the Completing the SharePoint Products and Technologies Wizard page and click Next.

9.
Click Finish. SharePoint central administration opens.

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