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Installing a Simple SharePoint Server 2010 Farm
By Michael Noel,Colin Spence Date: Oct 26, 2010 Sample Chapter is provided courtesy of Sams Publishing. Return to the article

This chapter covers the specifics of how SharePoint 2010 is installed for a simple, single server farm. Although these examples outline a simple farm, the concepts can be extended to multiserver farm deployments.

In This Chapter
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Examining SharePoint Installation Prerequisites Installing the SharePoint Server Operating System Installing SQL Server 2008 R2 Installing Microsoft SharePoint Server 2010

After SharePoint architecture has been established, the actual SharePoint infrastructure must be installed and servers must be deployed. For the most part, installation of SharePoint 2010 is straightforward, particularly with the free SharePoint Foundation Server. The full Microsoft SharePoint Server 2010 product, on the other hand, requires more thought and involves the installation of more components. This chapter covers the specifics of how SharePoint 2010 is installed for a simple, single server farm. Although these examples outline a simple farm, the concepts can be extended to multiserver farm deployments. After reviewing this chapter, it is highly recommended to review the subsequent chapter (Chapter 4, "Advanced SharePoint 2010 Installation and Scalability") for more complex farm configurations. It is recommended to review the design chapter (Chapter 2, "Architecting a SharePoint 2010 Deployment") before beginning installation of a production environment. However, installation of a SharePoint server for testing can be easily performed with only this chapter as a guide.

Examining SharePoint Installation Prerequisites
Before installing SharePoint 2010, several prerequisites must first be satisfied, including both hardware and software prerequisites.

Defining Hardware Prerequisites for SharePoint 2010
A server that will be running all SharePoint roles, including the database role, should have the following minimum requirements:
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64­bit four core (minimum) processor 8GB to 16GB of RAM (8GB for evaluation or testing, 16GB for production) 80GB of drive space for the system drive (plus twice as much space as the amount of RAM in the system)

NOTE

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com/articles/printerfriendly. the following Windows OS editions are supported: z z Windows Server 2008 R2 (x64) Standard. do NOT use a domain admin account for any SharePoint service. though in the future. It must not be a farm admin. As a rule of thumb. SharePoint also requires the hotfixes referenced in KB articles 976462 and 979917. Although doing so might seem tedious. Enterprise. whether on the same box (an all­in­one server) or on a dedicated server or existing SQL implementation. the Standard edition of Windows Server is sufficient. Enterprise. is not recommended. These accounts must be separate from farm admin accounts. Application pool identity accounts—Needed for each app pool. These hotfixes are installed automatically when using the SharePoint installer. except in certain scenarios when the Enterprise Edition is required for running SQL Server Enterprise Edition. more might be needed depending on the requirements of the individual deployment: z z z z z z z SQL admin account—SQL Server should be administered with a separate set of credentials than those used for SharePoint. is not required. Datacenter. while supported. The following provides a recommended list of service accounts that should be created. because some of the more intensive activity is centralized on that server role. the R2 edition). "Virtualizing SharePoint Components. or Web Server Editions In nearly all scenarios.informit. should be configured. Typically. refer to Chapter 2. Datacenter. Default content access account—The default account used to crawl SharePoint and other content. should generally be designed toward the high level on the hardware scale. it is recommend to use the latest version of the Windows Server operating system (in this case." for specific guidance on designing and deploying SharePoint using server virtualization technologies. Search service application account—This account is used to run the search service application. and at a minimum to deploy SharePoint on at least two servers: one for the database and one for the other SharePoint­specific roles. For more information on supported farm topologies. Generally speaking. The SharePoint installer also installs the following server roles: http://www. Examining Software Requirements for SharePoint 2010 SharePoint 2010 requires either Windows Server 2008 SP2 or Windows Server 2008 R2. The Datacenter edition. and SharePoint server roles can all be virtualized within certain guidelines. it is highly likely that SharePoint will use newer editions as well. Service Account Requirements It is strongly recommended that you create multiple service accounts for SharePoint. Additional service application accounts as needed—May require a separate service application account in certain scenarios. The server that holds the SharePoint database. This should not be considered to be an exhaustive list. SharePoint will not be secure unless multiple service accounts are used. Outlining Additional Prerequisites In addition to the base Operating System.aspx?p=1644831 3/13/2013 . or Web Server Editions Windows Server 2008 SP2 (x64) Standard. More specifically. it is always recommended to deploy SharePoint on multiple servers. while supported. Installation account—Used to install the SharePoint binaries on the SharePoint role servers. one account for each physical admin is created. and the Web Server edition.Articles Page 2 of 10 The move toward virtualization of servers has been gaining strength in recent years. Refer to Chapter 12. it is good practice to have a separate app pool for each application. For most deployments. There may be additional content access accounts created for other data sources that are crawled as well. This account requires local admin rights on each SharePoint server and DBCreator and SecurityAdmin rights on the SQL Server. SharePoint farm admins—Used to administer the farm. or the search results will include unpublished data in the results. And in any situation.

"Leveraging and Optimizing Search in SharePoint 2010. NOTE It is highly recommended to install SharePoint 2010 on a clean. As previously mentioned.NET Framework 3. it must be installed on the SharePoint server. SQL Server 2008 Express with SP1. depending on whether advanced SQL functionality is required.NET data services update for . the most secure and robust solution would be to completely reinstall the operating system using the procedure outlined in this section. Installing Windows Server 2008 R2 This chapter assumes installation of SharePoint on the latest version of Windows Server.com/articles/printerfriendly. FAST Search Requirements If a FAST Search server for advanced SharePoint Search is required. SQL 2008 R2. if working with PowerPivot workbooks. freshly built operating system on a reformatted hard drive.5 Windows PowerShell 2. If the server used for SharePoint were previously running in a different capacity. Standard or Enterprise Editions SQL Server 2008 x64 (x86 cannot be used) with SP1 and Cumulative Update 2 or CU5 (or later than CU5—CU3 and CU4 are not recommended).NET Framework version 3. refer to Chapter 8. The Windows Server 2008 R2 operating system encompasses a myriad of new technologies and functionality.0 Microsoft Chart Controls for the Microsoft . Installation of http://www. the following components may also be needed: z z z z SQL Server 2008 R2. more than can be covered in this book. If using the standalone server install option (not recommended). Microsoft Server Speech Platform for phonetic name matching to work correctly for SharePoint Search 2010.aspx?p=1644831 3/13/2013 . For more information on this topic. from Sams Publishing." Installing the SharePoint Server Operating System After the edition of the server OS has been chosen.0 (x64) Microsoft Filter Pack 2. The following versions of SQL Server are directly supported: z z z SQL Server 2008 R2 x64.5 SP1 Microsoft Sync Framework Runtime v1. the 2008 R2 version. SQL Server 2008 R2 Reporting Services add­in for Microsoft SharePoint Technologies 2010 (SSRS) to use Access Services for SharePoint 2010.NET Framework 3.NET ADO. Standard or Enterprise Editions SQL Server 2005 with SP3 x64 (x86 cannot be used) and CU3 In addition.5 SP1 Windows Identity Foundation (WIF) Database Role Prerequisites For the database role. If additional reading on the capabilities of the operating system is wanted. which is installed automatically.Articles Page 3 of 10 z z z z z z z z z z z Web Server (IIS) role Application server role Microsoft . the recommended reference is Windows Server 2008 R2 Edition Unleashed. it is recommended to deploy the latest version of SQL Server.0 SQL Server 2008 Native Client SQL Server 2008 Analysis Services ADOMD. different installation procedures and prerequisites apply. this step by step assumes that a single all­in­one SharePoint server will be set up and deployed.informit.

Install any server­specific tools required.informit. with SQL Server on a single server and all SharePoint roles on another server. From the SQL installation center. Copy the SQL Server 2008 R2 binaries local (if installing the database role). From the dialog box specifying the edition to install. SQL Server 2008 R2 requires the . Copy the SharePoint 2010 binaries local to the server (recommended).1. 3. For more advanced installation scenarios. Installing SQL Server 2008 R2 The SharePoint databases need to reside in a SQL Server implementation. and click Next to continue.Articles Page 4 of 10 Windows Server 2008 R2 is extremely straightforward and takes approximately 30 minutes to 1 hour to complete. The standalone version of SharePoint and the Express version of SQL are NOT recommended for production environments. or SQL Server 2005. The version of SQL must be either SQL Server 2008 or higher. 6. for smaller. Review the warnings. 8. Activate the server. Installation steps are subsequently illustrated for this scenario. Click OK on the Setup Support Rules dialog box. and click Next to continue. The high­level steps involved are as follows: z z z z z z z Install Windows Server 2008 R2 with the defaults. http://www.aspx?p=1644831 3/13/2013 .exe from the SQL binaries.2. Figure 3. single server deployments. including scenarios where SharePoint is installed from PowerShell. Check the box to accept the license terms. Click Install to install the Setup Support Files. Add the server to an Active Directory domain. Patch and update the operating system. The same concepts can be used for installing a two­server farm as well. and choose the link for new installation or add features to an existing installation. click OK to install it. as shown in Figure 3. enter a valid product key. click on the installation link in the navigation bar.com/articles/printerfriendly. and click Next to continue.1 Starting a SQL Server 2008 R2 install. 5. 7. The SQL server component can either reside on a separate server or installed on the SharePoint server itself. Run setup. NOTE For testing or development. Microsoft has built the installation process to be nearly touch­free. refer to Chapter 4. perform the following steps to install: 1. This chapter assumes that the full SQL Server 2008 R2 product will be installed on a single SharePoint all­in­one server.NET Framework. shown in Figure 3. the Express version of SQL Server can be used. which is included in a standalone installation option of SharePoint. 2. Simply accept the defaults for any SharePoint server—there is no need to choose any custom installation settings. 4. Installing SQL Server 2008 R2 From the SQL 2008 R2 binaries.

Click the Add Current User button to add the installation account as a SQL Administrator. all services may be installed. 21. and click Next to continue. 3.aspx?p=1644831 3/13/2013 . click Next to continue. This enables Reporting Services to be integrated with SharePoint 2010. 19. click Next to continue.com/articles/printerfriendly. 2. Choose to install the Default instance. Under the Database Engine Configuration. It is recommended to do this in advance and to separate SQL Logs from the databases from the beginning. 13. Running Microsoft Update will display the patches necessary for SQL. and click Next to continue. and click the Data Directories tab. Figure 3.) 16. 10. Review installation logs. you'll want to use the NT AUTHORITY/SYSTEM accounts for each service.2 Reviewing setup warnings from SQL Server. some SQL services may run on separate servers. Click Next at the Installation Rules dialog box. From the Server Configuration dialog box. 15. Select directory locations for data and logs. Click the Data Directories tab. In most cases. 14. Review disk space requirements. At the summary page. whereas other tasks are required to ensure that the server is secure and operational. then click Next to continue. The post­installation tasks include the following: 1. and backup files.3 Setting SQL Service Accounts.4 Installing SQL Reporting Services in SharePoint integrated mode. Verify the server components that were installed. 20. 12. Accept the defaults for Error Reporting. and click Next to continue.Articles Page 5 of 10 Figure 3. (Or add an account that will be logged in later. 22.4. Obtain and apply the latest SQL Server service packs and critical updates. select to install the SharePoint integrated mode default configuration. review the summary log file and click Close to finish. as shown in Figure 3. It is also critical to rerun Microsoft Update to apply any necessary SQL Server patches. choose Windows authentication mode. Review event logs. 9. In certain other cases. For the Reporting Services integration. and choose default installation directories for logs. you may need to specify service accounts. review the settings and click Install.informit. but for a single SQL Server environment. For Analysis Services configuration. Select SQL Server Feature Installation from the Setup Role dialog box. as shown in Figure 3. 17. After setting the service accounts. 11. separating them on separate drive spindles when possible. Click Next to continue. Click Next to continue. NOTE http://www. 18. choose Service Accounts for each service.3. Click Next to continue. and click Next to continue. When the install is complete. From the Feature Selection dialog box. Some of these post­installation tasks will validate whether the installation was successful. click the Select All button. Figure 3. Post­installation tasks should be conducted after SQL Server has been installed. add the Current User as an Administrator. In a distributed environment. database files. 4. After the installation configuration rules have run.

http://www. to be open on the server. Creating a Windows Firewall Port Exception for SQL Server The Windows firewall is highly recommended for security reasons. If this port is not open. Microsoft SQL Server 2008 R2 – Configuration Tools. and it is not recommended to simply turn it off. By default. to get SQL services to run. as shown in Figure 3. some SQL Server installations do not have TCP/IP enabled for remote access.com/articles/printerfriendly. Simply by running a wizard. including SQL Server and SharePoint patches. simply open SQL Server Configuration Manager (Start. To enable TCP/IP. shown in Figure 3.5. Figure 3. the SQL port. SharePoint cannot connect to the SQL Server. Figure 3. Running the Prerequisite Check for SharePoint 2010 The SharePoint team at Microsoft has done an excellent job in creating a prerequisite check and installation utility that can be run in advance of a SharePoint installation to turn on all server roles required and install all prerequisites automatically. Change the TCP/IP to Enabled. Protocols for <INSTANCENAME>. and follow the prompts to install all necessary components. The Prerequisite check can be run directly from the splash screen. as shown in Figure 3.7. however. SQL Server Configuration Manager) and navigate to SQL Server Network Configuration. This is required for use by a remote SharePoint server.aspx?p=1644831 3/13/2013 . displayed when running the setup from the SharePoint binaries. All Programs. you must create a manual Windows firewall port rule that enables port 1433. accept the license terms.6 Enabling TCP/IP support in SQL Configuration Manager. but be sure you understand the process. If this is not done.5 Creating a SQL port exception for the Windows firewall. Installing Microsoft SharePoint Server 2010 Installation of SharePoint 2010 is deceivingly simple. SharePoint administrators can automate the installation of the SharePoint binaries and position the server to be ready to join or create a new farm. SharePoint cannot connect to the SQL server if it is installed on a separate server from the SharePoint server.6.informit. because only Microsoft Update can detect the non­ Windows patches.Articles Page 6 of 10 Remember to use Microsoft Update. Click Install Software prerequisites. and not the default Windows Update. Enabling TCP/IP in SQL Configuration Manager By default.

If you choose this option now. you can choose to run the Configuration Wizard now or later. The server is now ready for installation of the SharePoint 2010 binaries. Accept the license terms and click Continue. 6.10 Specifying the location of the index files during a SharePoint 2010 install.10. Figure 3.8 Reviewing the results of the prerequisite check and component installer. Figure 3. click Install SharePoint Server. DO NOT SELECT Standalone. When done and the roles and hotfixes required are installed. After the installation has completed. you won't have to go through the complex process of moving the index later. as shown in Figure 3. and from the splash screen. Note that the Standard and Enterprise edition license keys are separate.aspx?p=1644831 3/13/2013 . choose Server Farm as the type of installation.7 Starting the SharePoint 2010 installation process.com/articles/printerfriendly.informit.9. choose Complete. and installing a Standard license key only turns on Standard edition services. run Setup. From the Installation type dialog box. as shown in Figure 3. Ideally.Articles Page 7 of 10 Figure 3.exe. 4. 2. It is recommended to http://www. 3. click Finish to reboot the server. Select the File location tab and specify a location for index files. From the Server Type dialog box.9 Installing SharePoint 2010 using the Server Farm option. these files will be stored on a separate drive than the OS and SharePoint binaries. Always select Complete. as shown in Figure 3. Click Install Now to start the installation process. 7. Figure 3. The Standalone version installs a copy of SQL Server Express and should not be used in production. Enter a valid SharePoint 2010 License Key. Installing the SharePoint 2010 Binaries The following steps are used to install the SharePoint 2010 binaries after the prerequisite checks have been run and all necessary software components have been installed: 1. unless the server is only used as a demo box. While logged in as the Install account. DO NOT SELECT Standalone because this has the same effect as selecting Standalone in the previous dialog box—it will install a single server with SQL Express Edition.8. 5.

but for the initial installation. see Chapter 12. SSL. is an ideal spot to create server templates from. Enter a Database Access Account that has DBCreator and Securityadmin rights on the SQL Instance. Patch SharePoint 2010 with any necessary patches. and click Next to continue." Running the SharePoint 2010 Configuration Wizard The SharePoint 2010 Configuration Wizard is the component that enables a server to either be added to an existing SharePoint 2010 farm or to create a new SharePoint farm from scratch. enter the name of the database server and select a name for the Config database. These templates can be used to quickly provision SharePoint farm members. 2. All Programs. Click Next to continue. bearing in mind that there may be cumulative updates that are not reflected in Microsoft Update. For long­term production support. Installation using PowerShell is covered in Chapter 4. so it is recommended for many scenarios. Consider the use of a SQL alias for the database server name so that it can be easily changed in the future. NOTE This point in the installation process. For the Configuration Database settings. If the database server is the same as the one that is used for SharePoint. Start the Configuration Wizard (Start. Kerberos is the recommended setting for the long term. allowing for the creation of new SharePoint farms in a matter of minutes. because it is much easier to patch now rather than when farm components are already configured. You also have the opportunity to choose NTLM or Kerberos. It is recommended to choose an easily remembered port name initially. and click Yes to acknowledge that IIS will be reset during the process. we create a new farm using the following steps: 1. Enter a farm passphrase into the subsequent dialog box. shown in Figure 3.aspx?p=1644831 3/13/2013 . Figure 3. More information on changing to Kerberos and configuring SSL and a default port for the central web application can be found in Chapter 4. Click Next to continue. For more information on this concept. and a default port of 443 are highly recommended for the SharePoint central web application. Select to Create a New Server Farm. Keep this passphrase in a safe place. 4.informit. however. Review the settings and click Next to start the Configuration Wizard. it is needed to add any additional servers to the farm in the future.11. 3. Click Next to continue. "Virtualizing SharePoint Components. PowerShell is the only supported method of provisioning SharePoint with custom database names. In this example.com/articles/printerfriendly. 8. Specify a port for the SharePoint Central Admin Web Application. http://www. Kerberos. Click Finish when the wizard is complete.11 Entering a farm passphrase. Click Next at the Welcome screen.Articles Page 8 of 10 not run the Configuration Wizard immediately but to first exit the application and check for any updates or patches before proceeding. choose NTLM to ensure that you can gain access initially. It is important to install any service packs and cumulative updates first before continuing with the SharePoint installation. 6. 5. for use in virtual server environments. 7. after the binaries have been installed and the system patched. Microsoft SharePoint 2010 Products. enter the local server name. NOTE You can use Windows PowerShell to run the Configuration Wizard. Indeed. SharePoint 2010 Configuration Wizard).

Use the following steps to run the Initial Farm Configuration Wizard: 1. In this scenario. Select whether to join the Customer Experience Improvement Program from the initial dialog box and click OK. Click OK to continue.13 Selecting service applications to install. will open and allow for additional configuration. the newly provisioned SharePoint central web application will start automatically. as shown in Figure 3. 2. After selecting which service applications to install.14.informit. depending on the resources of the server. Click Finish to close the wizard. After the service application provisioning process has completed. see Chapter 4. Figure 3. 6. 5.12. refer to Chapter 6. Figure 3. the wizard will prompt you to create a web application and root site collection as the main site collection for the portal. SharePoint central administration. Click Start the Wizard. because each service application uses a significant amount of resources on the server. For more complex provisioning scenarios.14 Provisioning a site collection for the root web application using the wizard.12 Choosing whether to run the Initial Farm Configuration Wizard.Articles Page 9 of 10 Running the Initial Farm Configuration Wizard After the Configuration Wizard has run. 7. you need to manually configure each service application component and manually provision web applications and site collections. use the farm installation credentials to start the application.aspx?p=1644831 3/13/2013 . we use the wizard to provision the components. including installing and configuring service applications. click Next to start the provisioning process. as shown in Figure 3. For more information on additional configuration and how to administer a SharePoint farm using SharePoint central administration. SharePoint is configured to run the Initial Farm Configuration Wizard upon the first time using the central admin web application." http://www. 3. as shown in Figure 3. You now should have a fully provisioned SharePoint 2010 environment. From the subsequent screen.13. By default. You may need to provide credentials to the site. This should be different than the farm account. Enter a title and choose a template. If it is not run. This process may take a while to complete. from the list shown in Figure 3. Only install those service applications that supply required functionality for the site. "Managing and Administering SharePoint 2010 Infrastructure. Figure 3. enter a service account that will become a managed service account for the farm. For simpler environments.com/articles/printerfriendly.15. Check the service applications that will be installed. This wizard will complete all other farm tasks. this farm can be used to get SharePoint to a condition where it is more or less ready for use. From the wizard introduction screen. 4. You can skip this step or have the wizard provision it for you. select whether to run the wizard.

this included Windows Server 2008 R2 and SQL Server 2008 R2. Review the supported farm topologies from Chapter 2. Patch the operating system with all critical updates before installing SharePoint.com/articles/printerfriendly. as long as necessary prerequisites are met and attention to detail is observed.15 Running SharePoint central administration for the first time. Best Practices z z z z z z z z z Review Chapter 2 before installing SharePoint 2010 into a production environment. Review Chapter 4 for more complex installation scenarios. Patch SharePoint 2010 with all the latest service packs and cumulative update patches before running the configuration wizard. http://www. Do not use any of the standalone installation options for a production environment. Use the latest version of Windows Server and SQL Server whenever possible. administrators can immediately take advantage of the advanced feature set available in SharePoint 2010.aspx?p=1644831 3/13/2013 . At the time of publishing. Do not use a single service account. Seriously consider deploying SQL Server on a separate server from SharePoint. including scenarios involving provisioning using PowerShell. and do not use any domain admin accounts for SharePoint. With the proper precautions in place and the scenarios in this chapter followed. Enable only those service applications that supply required functionality for the farm. Create multiple service accounts for use by SharePoint.informit. Summary Installation of SharePoint 2010 products and technologies has been streamlined and is fairly straightforward.Articles Page 10 of 10 Figure 3.

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