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Getting Started with Office SharePoint Server

Microsoft Corporation
Published: June 2008
Author: Windows SharePoint Services IT User Assistance (o12ITdx@microsoft.com)

Abstract
This book provides basic information about the capabilities of and requirements for Microsoft
Office SharePoint Server 2007. The audiences for this book include application specialists, line-
of-business application specialists, information architects, IT generalists, program managers, and
infrastructure specialists who are just starting to learn about Office SharePoint Server 2007 and
want a quick introduction plus installation steps.
The content in this book is a copy of selected content in the Office SharePoint Server technical
library (http://go.microsoft.com/fwlink/?LinkId=84739) as of the publication date. For the most
current content, see the technical library on the Web.

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The information contained in this document represents the current view of Microsoft Corporation
on the issues discussed as of the date of publication. Because Microsoft must respond to
changing market conditions, it should not be interpreted to be a commitment on the part of
Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the
date of publication.
This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES,
EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.
Complying with all applicable copyright laws is the responsibility of the user. Without limiting the
rights under copyright, no part of this document may be reproduced, stored in or introduced into a
retrieval system, or transmitted in any form or by any means (electronic, mechanical,
photocopying, recording, or otherwise), or for any purpose, without the express written
permission of Microsoft Corporation.
Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual
property rights covering subject matter in this document. Except as expressly provided in any
written license agreement from Microsoft, the furnishing of this document does not give you any
license to these patents, trademarks, copyrights, or other intellectual property.
Unless otherwise noted, the example companies, organizations, products, domain names, e-mail
addresses, logos, people, places and events depicted herein are fictitious, and no association
with any real company, organization, product, domain name, email address, logo, person, place
or event is intended or should be inferred.
© 2007 Microsoft Corporation. All rights reserved.
Microsoft, Access, Active Directory, Excel, Groove, InfoPath, Internet Explorer, OneNote, Outlook,
PowerPoint, SharePoint, SQL Server, Visio, Windows, Windows Server, and Windows Vista are
either registered trademarks or trademarks of Microsoft Corporation in the United States and/or
other countries.
The names of actual companies and products mentioned herein may be the trademarks of their
respective owners.

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Contents
Getting Started with Office SharePoint Server................................................................................1
Abstract....................................................................................................................................1

Contents..........................................................................................................................................3

Introduction to Getting Started for Office SharePoint Server 2007..................................................7

What's new for IT professionals in Office SharePoint Server 2007.................................................9
Administration model enhancements...........................................................................................9
Centralized configuration and management.............................................................................9
Three-tier administration model..............................................................................................10
Farm-based Central Administration user interface.................................................................10
Delegation of administrative responsibilities and roles...........................................................11
New and improved compliance features and capabilities..........................................................11
Policy management................................................................................................................11
Auditing and logging...............................................................................................................11
Item-level access control........................................................................................................11
Document lifecycle management............................................................................................11
Administrator access control..................................................................................................12
New and improved operational tools and capabilities................................................................12
Backup and recovery support.................................................................................................12
Upgrade and migration support..............................................................................................12
Monitoring support..................................................................................................................13
Host header mode..................................................................................................................13
Server renaming.....................................................................................................................13
Credential management.........................................................................................................13
Improved support for network configuration...............................................................................13
Alternate access mappings....................................................................................................14
Pluggable authentication........................................................................................................14
SQL Server authentication.....................................................................................................14
Extensibility enhancements.......................................................................................................14

Determine hardware and software requirements (Office SharePoint Server)...............................15
About hardware and software requirements..............................................................................15
Stand-alone installation.............................................................................................................15
Hardware requirements..........................................................................................................16
Software requirements...........................................................................................................16
Database.............................................................................................................................17
Operating system................................................................................................................17
Windows components.........................................................................................................18
Microsoft .NET Framework 3.0...........................................................................................18
Server farm installation..............................................................................................................19
Application server...................................................................................................................19

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Hardware requirements......................................................................................................19
Software requirements........................................................................................................20
Front-end Web server............................................................................................................21
Hardware requirements......................................................................................................21
Software requirements........................................................................................................22
Database server.....................................................................................................................22

Plan browser support (Office SharePoint Server).........................................................................23
About browser support...............................................................................................................23
Levels of browser support..........................................................................................................23
Level 1 Web browsers............................................................................................................23
Level 2 Web browsers............................................................................................................24
Feature-specific compatibility listed by Web browser................................................................24

Install Office SharePoint Server 2007 on a stand-alone computer................................................28
Hardware and software requirements........................................................................................28
Configure the server as a Web server.......................................................................................29
Install and configure IIS..........................................................................................................29
Install the Microsoft .NET Framework version 3.0..................................................................29
Enable ASP.NET 2.0...............................................................................................................30
Install and configure Office SharePoint Server 2007 with Microsoft SQL Server 2005 Express
Edition....................................................................................................................................30
Post-installation steps................................................................................................................32
Download this book...................................................................................................................33

Deploy in a simple server farm (Office SharePoint Server)...........................................................34
Deployment overview................................................................................................................34
Deploying Office SharePoint Server 2007 in a DBA environment.......................................35
Suggested topologies.............................................................................................................35
Before you begin deployment.................................................................................................36
Overview of the deployment process.....................................................................................37
Phase 1: Deploy and configure the server infrastructure....................................................37
Phase 2: Create and configure a Shared Services Provider...............................................37
Phase 3: Create site collections and SharePoint sites........................................................37
Deploy and configure the server infrastructure..........................................................................37
Security account requirements...............................................................................................37
Prepare the database server..................................................................................................37
SQL Server and database collation.....................................................................................38
Required accounts..............................................................................................................38
Verify that servers meet hardware and software requirements...............................................40
Install and configure IIS......................................................................................................40
Install the Microsoft .NET Framework version 3.0...............................................................41
Enable ASP.NET 2.0...........................................................................................................41
Run Setup and build the farm.................................................................................................41
Recommended order of configuration.................................................................................41
Add servers to the farm.......................................................................................................43
Run Setup on the first server..................................................................................................43

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Run the SharePoint Products and Technologies Configuration Wizard..................................44
Add the SharePoint Central Administration Web site to the list of trusted sites......................46
Configure proxy server settings to bypass the proxy server for local addresses....................46
Add servers to the farm..........................................................................................................46
Run the SharePoint Products and Technologies Configuration Wizard on additional servers 48
Start the Windows SharePoint Services Search service (optional)........................................49
Stop the Central Administration service on all index servers..................................................49
Disable the Windows SharePoint Services Web Application service on all servers not serving
content................................................................................................................................50
Create and configure a Shared Services Provider.....................................................................50
Start the Office SharePoint Server Search service.................................................................51
Create a Web application to host the SSP and create the SSP.............................................53
Perform additional configuration tasks.......................................................................................54
Create a site collection and a SharePoint site...........................................................................55
Configure the trace log..............................................................................................................60
Download this book...................................................................................................................61

Roadmap to Office SharePoint Server 2007 content....................................................................62
Office SharePoint Server 2007 content by audience.................................................................62
Office SharePoint Server 2007 IT professional content by stage of the IT life cycle..................63
Evaluate.................................................................................................................................63
Plan........................................................................................................................................64
Deploy....................................................................................................................................65
Operate..................................................................................................................................67
Security and Protection..........................................................................................................67
Technical Reference...............................................................................................................67
Solutions................................................................................................................................68

White paper: Evaluation guide for Office SharePoint Server 2007................................................69

White paper: Evaluation guide for search in Office SharePoint Server 2007................................70

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Introduction to Getting Started for Office
SharePoint Server 2007
Microsoft Office SharePoint Server 2007 is a rich server application for the enterprise that
facilitates collaboration, provides full content management features, implements business
processes, and provides access to information essential to organizational goals and processes. It
provides an integrated platform to plan, deploy, and manage intranet, extranet, and Internet
applications across and beyond the enterprise.
This Getting Started guide for Office SharePoint Server 2007 covers what's new in Office
SharePoint Server 2007, provides references to evaluation content, and includes several end-to-
end deployment scenarios to get you started quickly with an evaluation environment for Office
SharePoint Server 2007. The following list describes each topic in this guide.
• "What's new for IT professionals in Office SharePoint Server 2007" introduces the new
capabilities and features in Office SharePoint Server 2007. Although Office SharePoint
Server 2007 is a new product, it is based on the Windows SharePoint Services 3.0 platform,
and includes the capabilities of Microsoft Office SharePoint Portal Server 2003. This topic
highlights the differences between Office SharePoint Server 2007 and those technologies.
• "White paper: Evaluation guide for Office SharePoint Server 2007" provides a reference
to a download location for the evaluation guide for Office SharePoint Server 2007. The
evaluation guide covers key features, overviews of the product, and a product tour.
• "White paper: Evaluation guide for search in Office SharePoint Server 2007" provides a
reference to a download location for evaluation content that describes the search capabilities
in Office SharePoint Server 2007. The Evaluation guide for search covers overviews of
search functionality and a tour of the search features.
• "Determine hardware and software requirements (Office SharePoint Server)" describes
the minimum and recommended hardware and software that are required to run Office
SharePoint Server 2007.
• "Plan browser support (Office SharePoint Server)" describes the functionality available
and level of support for Office SharePoint Server 2007 features that you can expect when
using several common Web browsers.
• "Install Office SharePoint Server 2007 on a stand-alone computer" provides end-to-end
installation instructions for setting up Office SharePoint Server 2007 in a stand-alone
environment. This installation scenario is ideal for evaluating Office SharePoint Server 2007
functionality or for hosting a very small installation of Office SharePoint Server 2007.
• "Deploy in a simple server farm (Office SharePoint Server)" provides end-to-end
instructions for installing Office SharePoint Server 2007 in a simple server farm. A simple
server farm consists of one or more Web servers, one or more application servers, and one
or more database servers running Microsoft SQL Server 2000 or Microsoft SQL Server 2005
database software.

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• "Roadmap to Office SharePoint Server 2007 content" provides you with an overview of
the content available on the Microsoft.com Web site that can help you understand and use
Office SharePoint Server 2007 as you go beyond the basics that are presented in this guide.

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What's new for IT professionals in Office
SharePoint Server 2007
Microsoft Office SharePoint Server 2007 has many new features and enhancements that can
help IT professionals deploy and maintain Office SharePoint Server 2007 solutions. Together,
these new features and enhancements provide IT organizations with better control over
information resources; individually these new features and enhancements provide functional
benefits that help reduce administrative overhead and help IT administrators work more efficiently
and effectively. The changes that impact IT organizations and IT professionals the most include:
• An improved administration model that centralizes configuration and management tasks,
and helps IT organizations delineate and delegate administrative roles.
• New and improved compliance features and capabilities that help organizations secure
resources and manage business-critical processes.
• New and improved operational tools and capabilities that drive down the total cost of
ownership (TCO).
• Improved support for network configuration.
• Improved extensibility of the object model that makes custom applications and
components easier to deploy and manage.

Administration model enhancements
Office SharePoint Server 2007 includes several enhancements to the administration model that
help IT organizations implement management plans and perform administrative tasks more
effectively and efficiently.

Centralized configuration and management
Office SharePoint Server 2007 now has a centralized configuration and management model,
which includes a centralized configuration database and two new services that automatically
propagate and synchronize the centrally-stored configuration settings across all of the servers in
your server farm. The new configuration and management model allows you to centrally manage
your server farm without having to manage farm settings on a server-by-server basis. For
example, if you create a Web application on one of your Web servers, the Web application is
automatically propagated to all of your Web servers. You no longer have to create and configure
individual Web applications on each of your Web servers.
To facilitate this centralized configuration model, Office SharePoint Server 2007 relies on two new
and enhanced services: the Windows SharePoint Services Administration service and the
Windows SharePoint Services Timer service. The Windows SharePoint Services Timer service
acts as the heartbeat for the server farm and is responsible for running timer jobs that propagate
configuration settings across a server farm. The Windows SharePoint Services Administration

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service works hand in hand with the Windows SharePoint Services Timer service and is
responsible for carrying out the actual configuration changes on each of the servers in your
server farm.

Three-tier administration model
Architecturally, Office SharePoint Server 2007 now has a three-tier administration model that
makes it easier for IT organizations to differentiate administrative roles and assign administrative
responsibilities.
• Tier 1 Encompasses all of the administrative features and functionality for centrally
managing the server farm. Tier 1 administrative tasks are typically performed by an
organization's IT administrators and can include a wide range of tasks such as farm-level
resource management tasks, farm-level status checks and monitoring, and farm-level security
configuration. For example, a tier 1 administrator might be responsible for creating new Web
applications and site collections, managing incoming and outgoing e-mail settings for the
farm, and managing server farm topology.
• Tier 2 Encompasses all of the administrative features and functionality for managing
shared services across a server farm. Tier 2 administrative tasks are typically performed by a
business unit IT administrator and can include a wide range of management tasks at the
service level such as configuring search, indexing, or usage reporting. Tier 2 is relevant only if
you are running Office SharePoint Server 2007.
• Tier 3 Encompasses all of the administrative features and functionality for managing
sites within a server farm. Tier 3 administrative tasks are typically performed by a business
unit site administrator and can include a wide range of site-specific management tasks such
as Web part management, access management, and content management. For example, a
tier 3 administrator might be responsible for creating a new list on a site, configuring access
permissions for users, and modifying site hierarchy.

Farm-based Central Administration user interface
The SharePoint Central Administration Web pages have been redesigned and reorganized,
allowing easier implementation of administrative tasks and procedures. These changes include
the following new features:
• Administrative task list Shows you the key tasks that need to be done, explains why
the actions are needed, and provides a link directly to the SharePoint Central Administration
Web page where the task can be performed.
• Home page topology view Provides a concise view of the servers that are running in a
farm and the services that are running on each server. In addition, Office SharePoint Server
2007 provides a topology validator that examines your server farm topology and reports any
inconsistencies or configuration problems.
• Services on Server Web page Provides an easy way to manage the services that are
running on an individual server.

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• Flat menu structure The SharePoint Central Administration home page consists of just
two top-level navigation pages: an Operations page that lists tasks affecting farm resource
usage, and an Application Management page that lists tasks specific to a single application or
service within the farm.

Delegation of administrative responsibilities and roles
Because the multi-tier administration model provides a clear delineation of administrative tasks,
IT managers can better delegate administrative responsibilities to the appropriate users and
administrators within an organization. In addition, delegation capability is further enhanced in
Office SharePoint Server 2007 by providing site owners a secure, scalable, and centrally
managed set of administrative rights that can be granted to users and site administrators.

New and improved compliance features and
capabilities
Office SharePoint Server 2007 includes new and enhanced features that provide IT organizations
with better control over information resources. These new and enhanced compliance features
include:

Policy management
You can now configure policies for Web applications based on the domain or the server
authentication zone. For example, you can create intranet and extranet authentication zones to
restrict access to information based on how users access information. You can also use
authentication zones to create access control lists (ACLs) that include a group of users from
different authentication providers.

Auditing and logging
Auditing and logging can now be configured for all actions on sites, content, and workflows.

Item-level access control
Office SharePoint Server 2007 provides item-level access control and security settings that allow
site administrators and IT administrators to control which people or groups have access to sites,
document libraries, lists, folders, documents, and list items. In addition to controlling access to
Web page content, item-level access also allows administrators to control which user interface
(UI) elements are visible or actionable. This feature, known as UI trimming, also reduces Web
page clutter and makes Web pages easier to navigate.

Document lifecycle management
Using Office SharePoint Server 2007, you can take advantage of a stable, scalable, and efficient
document management system that includes: a specialized Records Repository site template; a
records vault with capabilities that help ensure the integrity of the files stored in the repository;
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information management policies that consistently and uniformly enforce the labeling, auditing,
and expiration of records; hold capabilities that make it possible for IT, lawyers, and records
managers to apply one or more holds that suspend the records management policies on items to
help ensure that they remain unchanged during litigation, audits, or other investigations; records
Collection Interface that helps people and automated systems easily submit content to a records
repository—supporting "write only" access without requiring direct access to the records in the
repository; record routing that enables automated routing of content to its proper location within
the records management system, based on its content type.

Administrator access control
Office SharePoint Server 2007 now prohibits IT administrators from viewing site content unless
the IT administrator is granted site collection administrator privileges. In addition, an event is
written to the Event Viewer application log whenever an IT administrator changes site collection
administrator privileges.

New and improved operational tools and
capabilities
Office SharePoint Server 2007 includes several new and improved tools and capabilities that help
IT organizations implement operational plans and tasks. These features and capabilities include:

Backup and recovery support
Several new and improved features make it easier to perform backup and recovery tasks. A multi-
stage recycle bin allows users to retrieve inadvertently deleted documents, reducing dependence
on IT departments for document retrieval functions. The recycle bin also allows administrators to
manage the lifecycle of deleted items in the recycle bin.
The backup and restore functionality is also enhanced, providing support for Volume Shadow
Copy Service (VSS), which allows better integration with non-Microsoft backup and recovery
programs. In addition, the backup and restore functionality in Office SharePoint Server 2007
allows you to back up and restore the data that is stored in your SQL database, such as your
configuration database, content and configuration data for Web applications, and search
databases. Also, backup and recovery functionality is provided natively at the command line
through the Stsadm command, and it is provided in the user interface.

Upgrade and migration support
The following features have been added to make upgrades faster and easier:
Gradual upgrade support By performing a gradual upgrade you can gradually upgrade data
and functionality from Microsoft SharePoint Portal Server 2003 to Office SharePoint Server 2007
on the same server. This is particularly useful if you are upgrading a complex environment and
you do not want to interrupt business processes.

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Migration support Office SharePoint Server 2007 provides support for migrating content. You
can migrate content for an entire Web site or you can migrate content on a more granular basis,
such as lists and documents. In addition, you can migrate content incrementally. Migration
support cannot be used to migrate customized settings, features, solutions, or computer settings;
migration support can only be used to migrate content.
Reparenting This allows you to dynamically rearrange a hierarchy of SharePoint sites and is
typically used during a migration.

Monitoring support
Improved instrumentation is provided through Microsoft Operations Manager (MOM)
management packs. MOM packages support centralized monitoring and management of
configurations ranging from single server and small server farms to very large server farms.

Host header mode
Host header mode, a new feature in Office SharePoint Server 2007, allows you to create multiple
domain-named sites in a single Web application. With host header mode, you can have host
header-based site collections on multiple Web applications, and you can have a mix of path-
based and host header-based site collections in the same Web application. You do not need to
specify whether you want to use host header site collections when creating the configuration
database. Instead, you can now specify whether site collections should be host header-based or
path-based when creating the site collection.

Server renaming
Office SharePoint Server 2007 now has the command Stsadm renameserver, which makes it
easier to rename your web servers and your back-end database servers. When you run Stsadm
renameserver, the configuration database for your farm is updated so that any URLs or
references to the old server name are now mapped to the new server name.

Credential management
You can now manage service account credentials, such as the application pool identity for your
application pools, through the SharePoint Central Administration site. In addition, when you
change the user account under which a service runs, Office SharePoint Server 2007 uses the
Windows SharePoint Services Administration service and the Windows SharePoint Services
Timer service to stop and start IIS services across your farm so that the credential changes
immediately take effect. You can also change just the password for a service account through the
command line.

Improved support for network configuration
Office SharePoint Server 2007 includes enhanced support for network configuration, including:

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Alternate access mappings
Alternate access mappings (AAM) provides a mechanism for mapping newly-added front-end
Web servers to your Web application. For example, if you install and configure Office SharePoint
Server 2007 on a single front-end server, and a user browses to your server, the server will
render the content that is in your Web application. However, if you add subsequent Web servers
to your server farm, the newly-added servers will not have alternate access mappings configured
to your Web application.

Pluggable authentication
Office SharePoint Server 2007 adds support for non-Windows-based identity systems by
integrating with the pluggable ASP.NET forms authentication system. Microsoft ASP.NET
authentication allows Office SharePoint Server 2007 to work with identity management systems
that implement the MembershipProvider interface. You do not need to rewrite the security
administration pages or manage shadow Active Directory directory service accounts.

SQL Server authentication
In previous versions of Microsoft SharePoint Portal Server, you did not have the ability to bypass
Windows authentication and authenticate directly with the SQL Server. Now, in Office SharePoint
Server 2007, you can authenticate using SQL Server authentication. This is useful if you are
using Office SharePoint Server 2007 in a workgroup environment or an environment that does
not use Active Directory directory service.

Extensibility enhancements
Office SharePoint Server 2007 has several extensibility enhancements that make it easier to
create custom applications that are well integrated with Office SharePoint Server 2007 features,
functionality, and user interface elements.
• Site definitions have been enhanced so that sites are no longer locked or bound to your
original template choice. For example, you can now enhance a document workspace site by
using features from a team site.
• Administration tasks and functionality can be extended to custom applications. For
example, if you create a custom database by extending a database that was created by
Office SharePoint Server 2007, you can have the custom database automatically appear in
the backup and restore user interface.
• Enhancements to the Windows SharePoint Services Timer service make it easier to
create and manage timer jobs that control custom services.
In addition, Office SharePoint Server 2007 hosts the Windows Workflow Foundation, which allows
the creation of customized workflow solutions and the use of structured workflows on document
library and list items. In conjunction with the Office SharePoint Server 2007 application templates,
the Windows Workflow Foundation allows you to create robust workflow-enabled business
applications.

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Determine hardware and software
requirements (Office SharePoint Server)
In this article:
• About hardware and software requirements
• Stand-alone installation
• Server farm installation
This article describes the hardware and software requirements for installing Microsoft Office
SharePoint Server 2007.

About hardware and software requirements
An installation of Office SharePoint Server 2007 can range from a single computer (stand-alone
installation) to many computers (server farm). The requirements for your installation will depend
on the availability and scale requirements for your solution. This article describes the minimum
and recommended hardware requirements based on whether you are deploying a stand-alone
installation or a server farm. This article also lists the software prerequisites for installing Office
SharePoint Server 2007.
This article does not provide guidance about choosing a farm topology or hardware based on
availability requirements or performance and capacity requirements. For more information about
designing your solution to address these requirements, see Plan for availability.
The hardware and software requirements described in this article apply to both x32-bit–based
and x64-bit–based systems. However, if you installed the 64-bit version of Windows Server 2008
and then modified the Enable32bitAppOnWin64 registry key so that Internet Information Server
(IIS) is running in 32-bit emulation mode, you cannot install Office SharePoint Server 2007. To
install either 32-bit or 64-bit Office SharePoint Server 2007 you must run IIS in 64-bit mode.

Note
Itanium-based systems are not supported.

Stand-alone installation
You can install Office SharePoint Server 2007 on a single computer by using either of the
following methods:
• By selecting Basic.
• By selecting Advanced, and then selecting Stand-alone in Office SharePoint Server
2007 Setup.

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Hardware requirements
The following table lists the minimum and recommended hardware requirements for deploying
Office SharePoint Server 2007, including the deployment of Microsoft SQL Server 2005 Express
Edition, for a stand-alone installation.

Component Minimum Recommended

Processor 2.5 gigahertz (GHz) Dual processors that are each
3 GHz or faster

RAM 1 gigabyte (GB) 2 GB

Disk NTFS file system–formatted NTFS file system–formatted
partition with a minimum of partition with 3 GB of free space
3 GB of free space plus adequate free space for
your Web sites

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

Display 1024 × 768 1024 × 768 or higher resolution
monitor

Network 56 kilobits per second (Kbps) 56 Kbps or faster connection
connection between client between client computers and
computers and server server

Software requirements
Because Office SharePoint Server 2007 is built on Windows SharePoint Services 3.0, the
requirements that apply to Windows SharePoint Services 3.0 also apply to Office SharePoint
Server 2007.

Note
Because the Office SharePoint Server 2007 installation and configuration wizard
marshals many components, if you uninstall Office SharePoint Server 2007, and then
later install Office SharePoint Server 2007 on the same computer, the Setup program
could fail when creating the configuration database, which would cause the entire
installation process to fail. You can prevent this failure by deleting the existing
configuration database or by using the psconfig command to create a new configuration
database.
2007 Microsoft Office system uses a common installer, and the features that are available in your
Office SharePoint Server 2007 installation depend on the product identification (PID) key that you
specify during installation. This means that even with the same installation source, if you specify a

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different PID key (for example, a PID key for a different Office SharePoint Server 2007 edition), a
different feature set will be available for installation.

Database
When you perform a Basic installation, SQL Server 2005 Express Edition is automatically
installed. When you perform an Advanced installation on a stand-alone computer that already has
Microsoft SQL Server installed, ensure that the computer meets the hardware and software
requirements for a database server. For more information, see Database server later in this
article.

Note
If you are installing Office SharePoint Server 2007 with Service Pack 1 (SP 1) on
Windows Server 2008, setup installs Windows Internal Database with Service Pack 2
(SP2).
Because of Windows licensing restrictions, if you are using Windows Server 2003, Web Edition in
a single server environment, you can only perform an Advanced, front-end Web server
installation. This is because the full SQL Server editions cannot be installed on Windows Server
2003, Web Edition. In this scenario, you need to have a full SQL Server edition installed on a
compatible edition of Windows Server 2003 for use with Office SharePoint Server 2007. Windows
Server 2003, Web edition does not support Basic installation of Office SharePoint Server 2007.
However, you can install SQL Server 2005 Express Edition or SQL Server 2000 Desktop Engine
(Windows) (WMSDE).

Operating system
Office SharePoint Server 2007 runs on Windows Server 2003 with SP1 or later. We recommend
that you apply all critical updates. You can use the following Windows Server 2003 editions:
• Windows Server 2003, Standard Edition
• Windows Server 2003, Enterprise Edition
• Windows Server 2003, Datacenter Edition
• Windows Server 2003, Web Edition
Because of Windows licensing restrictions, if you are using Windows Server 2003, Web Edition in
a single server environment, you can only perform an Advanced, front-end Web server
installation. This is because the full SQL Server editions cannot be installed on Windows Server
2003, Web Edition. In this scenario, you need to have a full SQL Server edition installed on a
compatible edition of Windows Server 2003 for use with Office SharePoint Server 2007. Windows
Server 2003, Web edition does not support Basic installation of Office SharePoint Server 2007.
However, you can install SQL Server 2005 Express Edition or SQL Server 2000 Desktop Engine
(Windows) (WMSDE).
Office SharePoint Server 2007 administration functions require Microsoft Internet Explorer 6.0
with the most recent service packs or Internet Explorer 7.0.

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Important
Office SharePoint Server 2007 requires Active Directory directory services for farm
deployments. Therefore Office SharePoint Server 2007 cannot be installed in a farm on a
Windows NT 4.0 domain.
As of Office SharePoint Server 2007 with SP1, you can now install Office SharePoint Server 2007
on Windows Server 2008. As with the Windows Server 2003 operating system, you must
download and run Setup and the SharePoint Products and Technologies Configuration Wizard.
You cannot install Office SharePoint Server 2007 without service packs on Windows Server 2008.

Windows components
After you have installed the operating system and applied all critical updates, you must configure
the computer to be a Web server by enabling Internet Information Services (IIS) 6.0, including:
• Common files
• WWW
• Simple Mail Transfer Protocol (SMTP)
You must configure the server to use IIS 6.0 worker process isolation mode. This is the default
setting in new installations. However, if you have upgraded from IIS 5.0 on Windows Server 2000,
Run WWW in IIS 5.0 isolation mode is enabled, and you must change this setting to use IIS 6.0
worker process isolation mode.

Note
You must have Internet Information Services (IIS) 7.0 installed to install Office SharePoint
Server 2007 with SP1 on Windows Server 2008.
To enable e-mail notifications, you need to configure incoming and outgoing e-mail settings. To
configure sending e-mail alerts and notifications, you must specify an SMTP e-mail server. To
configure your installation so that your SharePoint sites can accept and archive incoming e-mail,
you must install the IIS SMTP service.

Important
The following components are required for Office SharePoint Server 2007 to run
correctly: the Web Server role, the Microsoft .NET Framework version 3.0, and Windows
Internal Database. Do not uninstall them or Office SharePoint Server 2007 will cease to
run.

Microsoft .NET Framework 3.0
Before installing Office SharePoint Server 2007, you must install the Microsoft .NET Framework
3.0 and then ensure that ASP.NET 2.0 is enabled.

Note
You can also use the Microsoft .NET Framework version 3.5. You can download the .NET
Framework version 3.5 from the Microsoft Web site (http://go.microsoft.com/fwlink/?
LinkId=110508).

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To enable ASP.NET v2.0.50727, open the Web service extension in the IIS snap-in on the
Microsoft Management Console (MMC). If ASP.NET 2.0 is installed on the computer before IIS is
enabled, you must enable ASP.NET 2.0 by running the command aspnet_regiis -i.

Server farm installation
The primary difference between a single server and a server farm topology is that you can use
one or more computers to host the following server roles:
• Application server
• Front-end Web server
• Database server
This section describes the minimum and recommended system requirements for each server
role. If you install more than one role on a single computer, ensure that the computer meets the
minimum requirements for all server roles.

Application server

Hardware requirements
The following table lists the minimum and recommended hardware requirements for deploying an
Office SharePoint Server 2007 application server.

Component Minimum Recommended

Processor 2.5 GHz Dual processors that are each
faster than 2.5 GHz

RAM 2 GB 4 GB

Disk NTFS file system–formatted NTFS file system–formatted
partition with a minimum of partition with 3 GB of free space
3 GB of free space plus adequate free space for
your data storage requirements

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

Display 1024 × 768 1024 × 768 or higher resolution
monitor

Network • 56 Kbps connection • 56 Kbps or faster
between client computers connection between client
and server computers and server
• For connections • For connections
between computers in your between computers in your

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Component Minimum Recommended

server farm, 100 megabits server farm, 1 gigabit per
per second (Mbps) second (Gbps) connection
connection

Software requirements
Because Office SharePoint Server 2007 is built on Windows SharePoint Services 3.0, the
requirements that apply to Windows SharePoint Services 3.0 also apply to Office SharePoint
Server 2007.
We recommend that you install Office SharePoint Server 2007 on a computer that has a new
installation of Windows Server 2003 with SP1 or later and all critical updates.
2007 Microsoft Office system uses a common installer, and the features that are available in your
Office SharePoint Server 2007 installation depend on the PID that you specify during installation.
This means that even with the same installation source, if you specify a different PID key (for
example, a PID key for a different Office SharePoint Server 2007 edition), a different feature set
will be available for installation.

Operating system
Office SharePoint Server 2007 runs on Windows Server 2003 with SP1 or later. We recommend
that you apply all critical updates. You can use the following Windows Server 2003 editions:
• Windows Server 2003, Standard Edition
• Windows Server 2003, Enterprise Edition
• Windows Server 2003, Datacenter Edition
• Windows Server 2003, Web Edition
Office SharePoint Server 2007 administration functions require Internet Explorer 6.0 with the
most recent service packs or Internet Explorer 7.0.
As of Office SharePoint Server 2007 with SP1, you can now install Office SharePoint Server 2007
on Windows Server 2008. As with the Windows Server 2003 operating system, you must
download and run Setup and the SharePoint Products and Technologies Configuration Wizard.
You cannot install Office SharePoint Server 2007 without service packs on Windows Server 2008.

Windows components
After you have installed the operating system and applied all critical updates, you must configure
the computer to be a Web server by enabling IIS 6.0, including:
• Common files
• WWW
• SMTP
You must configure the server to use IIS 6.0 worker process isolation mode. This is the default
setting in new installations. However, if you have upgraded from IIS 5.0 on Windows Server 2000,

20
Run WWW in IIS 5.0 isolation mode is enabled, and you must change this setting to use IIS 6.0
worker process isolation mode.

Note
You must have IIS 7.0 installed to install Office SharePoint Server 2007 with SP1 on
Windows Server 2008.
To enable e-mail notifications, you need to configure incoming and outgoing e-mail settings. To
configure sending e-mail alerts and notifications, you must specify an SMTP e-mail server. To
configure your installation so that your SharePoint sites can accept and archive incoming e-mail,
you must install the IIS SMTP service.

Important
The following components are required for Office SharePoint Server 2007 to run
correctly: the Web Server role, and the Microsoft .NET Framework version 3.0. Do not
uninstall them, or Office SharePoint Server 2007 will cease to run.

Microsoft .NET Framework 3.0
After you have configured the server as a Web server, you must install the Microsoft .NET
Framework 3.0 and then ensure that ASP.NET 2.0 is enabled.

Note
You can also use the Microsoft .NET Framework version 3.5. You can download the .NET
Framework version 3.5 from the Microsoft Web site (http://go.microsoft.com/fwlink/?
LinkId=110508).
To enable ASP.NET v2.0.50727, open the Web service extension in the IIS snap-in on the MMC.
If ASP.NET 2.0 is installed on the computer before IIS is enabled, you must enable ASP.NET 2.0
by running the command aspnet_regiis -i.

Front-end Web server

Hardware requirements
The following table lists the minimum and recommended hardware requirements for deploying an
Office SharePoint Server 2007 front-end Web server.

Component Minimum Recommended

Processor 2.5 GHz Dual processors that are each
3 GHz or faster

RAM 2 GB More than 2 GB

Disk NTFS file system–formatted NTFS file system–formatted
partition with a minimum of partition with 3 GB of free space
3 GB of free space plus adequate free space for
your data storage requirements

21
Component Minimum Recommended

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

Display 1024 × 768 1024 × 768 or higher resolution
monitor

Network • 56 Kbps connection • 56 Kbps or faster
between client computers connection between client
and server computers and server
• For connections • For connections
between computers in between computers in your
your server farm, server farm, 1 Gbps
100 Mbps connection connection

Software requirements
Because a front-end Web server is a subset of an application server, all features on a front-end
Web server are available on an application server. The software requirements for the front-end
Web server are the same as the software requirements for the application server before you add
specific resources to meet the demands that you forecast as a result of your capacity planning
phase.

Database server
The computer that hosts the database server role must have SQL Server 2000 with SP3a or later
or Microsoft SQL Server 2005 SP1 or later. Some advanced features required SQL Server 2005
Analysis Services SP1 or later. For information about the hardware and software required to
deploy a database server, see SQL Server 2005 System Requirements
(http://go.microsoft.com/fwlink/?LinkID=75010&clcid=0x409).
Because of Windows licensing restrictions, if you are using Windows Server 2003, Web Edition in
a single server environment, you can only perform an Advanced, front-end Web server
installation. This is because the full SQL Server editions cannot be installed on Windows Server
2003, Web Edition. In this scenario, you need to have a full SQL Server edition installed on a
compatible edition of Windows Server 2003 for use with Office SharePoint Server 2007. Windows
Server 2003, Web edition does not support Basic installation of Office SharePoint Server 2007.
However, you can install SQL Server 2005 Express Edition or SQL Server 2000 Desktop Engine
(Windows) (WMSDE).

22
Plan browser support (Office SharePoint
Server)
In this article:
• About browser support
• Levels of browser support
• Feature-specific compatibility list by Web browser

About browser support
Microsoft Office SharePoint Server 2007 supports several Web browsers that are commonly
used. However, there are certain browsers that might cause some Office SharePoint Server 2007
functionality to be downgraded, limited, or available only through alternative steps. In some
cases, functionality might be unavailable for noncritical administrative tasks.
As part of planning your deployment of Office SharePoint Server 2007, we recommend that you
review the browsers used in your organization to ensure optimal performance with Office
SharePoint Server 2007.

Levels of browser support
Web browser support is divided into two levels: level 1 and level 2. Although administrative tasks
on SharePoint sites are optimized for level 1 browsers, Office SharePoint Server 2007 also
provides support for other browsers that are commonly used. To ensure that you have complete
access to all the functionality, we recommend that you use a level 1 browser for administrative
tasks.

Level 1 Web browsers
Level 1 Web browsers take advantage of advanced features provided by ActiveX controls and
provide the most complete user experience. Level 1 browsers offer full functionality on all
SharePoint sites, including the SharePoint Central Administration Web site. Level 1 browsers are:
• Microsoft Internet Explorer 6.x (32-bit)
• Windows Internet Explorer 7.x (32-bit)

Note
Level 1 browser support is only available for computers running the Windows operating
system.

23
Level 2 Web browsers
Level 2 Web browsers provide basic functionality, so that users can both read and write in
SharePoint sites and perform site administration. However, because ActiveX controls are
supported only in level 1 browsers and due to the functionality differences within different
browsers, a different user experience might be provided and there could be some variances from
the user experience from the level 1 browsers. Level 2 browsers are listed in the following table.

Browser Windows Linux/Unix Macintosh OSX

Firefox 1.5 X X X

Mozilla 1.7 X

Netscape Navigator X
7.2

Netscape Navigator X
8.1

Safari 2.0 X

If a browser is not listed in either level 1 or level 2, it is not supported. For example, older
browsers — such as Internet Explorer 5.01, Internet Explorer 5.5x, Internet Explorer for
Macintosh, and versions of third-party Web browsers that are earlier than the ones listed as level
2 browsers — are not supported.

Feature-specific compatibility listed by Web
browser
The following table lists more specific feature compatibilities by browser. The compatibility is
listed as either completely compatible (Y) or not compatible (N). Detailed notes for some entries
are provided immediately following the table.

Feature Firefox 1.5 Mozilla 1.7 Netscape Netscape Safari 2.0
Navigator 7.2 Navigator 8.1

Connect to Y (1) Y (1) Y (1) Y (1) Y (1)
Outlook/Client

Context menu Y Y Y Y Y

Drag and Drop (of Y (2) Y (2) Y (2) Y (2) Y (2)
Web Parts)

Edit in Datasheet N N N N N
view

Edit In (Microsoft N N N N N

24
Feature Firefox 1.5 Mozilla 1.7 Netscape Netscape Safari 2.0
Navigator 7.2 Navigator 8.1

Office application)

Explorer view N N N N N

List attachments Y Y Y Y N (3)

Multiple file upload N N N N N

New Document Y (4) Y (4) Y (4) Y (4) Y (4)

Part to Part N N N N N
Connections

People Picker Y (5) Y (5) Y (5) Y (5) Y (5)

Rich text Toolbar N (6) N (6) N (6) N (6) N (6)

Send To Y (7) Y (7) Y (7) Y (7) Y (7)

Web Discussions N N N N N

Web Part menu Y (8) Y (8) Y (8) Y (8) Y (8)

Export to Y (9) Y (9) Y (9) Y (9) Y (9)
Spreadsheet

Date Picker N(10) N(10) N(10) N(10) N(10)
Control

Summary Links Y Y Y Y Y (11)
Web Part

Excel Calculation Y Y Y Y N
Services

Slide Library N N N N N

Excel Web Access Y(12) N Y(12) Y(13) N

Open in Excel N N N N N

Open Snapshot N N N N N

Sorting and N N N N N
Filtering (Excel
Services)

Signing forms Y (14) Y (14) Y (14) Y (14) Y (14)
(Forms Server)

Rich Text N (15) N (15) N (15) N (15) N (15)
(InfoPath)

25
Feature Firefox 1.5 Mozilla 1.7 Netscape Netscape Safari 2.0
Navigator 7.2 Navigator 8.1

Rich text editing in N N N N N
Forms Server
forms

Table Key:
Y - Compatible. All or most aspects of the user experience are equivalent. See Numbered Notes
for any differences in user experience.
N - Not compatible. Item either is not available from the menu or will not function. Unless
otherwise noted, this feature requires ActiveX controls, which run only in Internet Explorer.
Numbered Notes:
(1) These browsers will use the Connect to Client menu item on the Actions menu. This will
open a client application that is registered to handle the stssync:// protocol, such as Microsoft
Outlook.
(2) Web Parts cannot be placed by using drag and drop. You must click edit on the Web Part,
select Modify Web Part, and select the zone from the Layout section of the Web Part properties
page.
(3) This functionality is not supported because of an issue with the browser.
(4) Although the New button will not work, you can use the Upload Document button.
(5) Does not convert DOMAIN\Username to display name. If the name is not recognized, an error
will be displayed.
(6) The toolbar will not be displayed; however, you can use HTML tags to display styled text. A
link to a Help topic that describes the HTML tags supported will be provided under the rich-text
field.
(7) With these browsers, and with Internet Explorer without the Microsoft Office client application
installed, files cannot be sent from one farm to another farm. For files sent from a server to
another server in the same farm, ASPX pages will be used instead of Windows dialog boxes.
(8) The drop-down list menu (triangle on the side of the control) has a different user experience,
but the functionality is similar.
(9) This feature might work properly in these browsers. It downloads a file that has the .iqy
extension to the browser. If Microsoft Office Excel is not installed, and no other application is
configured to open this file, this feature will not work.
(10) Users can still enter dates into the date fields.
(11) When you click for a new link, the pop-up dialog box is the wrong size and the OK and
Cancel buttons are partially obscured.
(12) You cannot sort or filter Pivot Tables. There is no work around for this.
(13) The Navigator 8.1 browser must be configured to render in Internet Explorer mode. For more
information about switching modes, see the browser documentation.
(14) You cannot sign documents, but you can view signatures.
26
(15) The rich text is read-only by default. If you try to edit the text, all rich-text formatting is lost.

27
Install Office SharePoint Server 2007 on a
stand-alone computer
In this article:
• Hardware and software requirements
• Configure the server as a Web server
• Install and configure Office SharePoint Server 2007 with Microsoft SQL Server 2005
Express Edition
Post-installation steps

Important
This article discusses how to install Microsoft Office SharePoint Server 2007 on a single
computer as a stand-alone installation. It does not cover installing Office SharePoint
Server 2007 in a farm environment, upgrading from previous releases of Office
SharePoint Server 2007, or how to upgrade from SharePoint Portal Server 2003. For
information about how to do this, see the following articles:
Deploy in a simple server farm (Office SharePoint Server)
Upgrading to Office SharePoint Server 2007
You can quickly publish a SharePoint site by deploying Office SharePoint Server 2007 on a
single server computer. A stand-alone configuration is useful if you want to evaluate Office
SharePoint Server 2007 features and capabilities, such as collaboration, document management,
and search. A stand-alone configuration is also useful if you are deploying a small number of Web
sites and you want to minimize administrative overhead. When you deploy Office SharePoint
Server 2007 on a single server using the default settings, the Setup program automatically
installs Microsoft SQL Server 2005 Express Edition and uses it to create the configuration
database and content database for your SharePoint sites. In addition, the Setup program creates
a Shared Services Provider (SSP), installs the SharePoint Central Administration Web site and
creates your first SharePoint site collection and site.

Note
There is no direct upgrade from a stand-alone installation to a farm installation.

Hardware and software requirements
Before you install and configure Office SharePoint Server 2007, be sure that your servers have
the required hardware and software. For more information about these requirements, see
Determine hardware and software requirements (Office SharePoint Server).

28
Configure the server as a Web server
Before you install and configure Office SharePoint Server 2007, you must install and configure
the required software. This includes installing and configuring Internet Information Services (IIS)
so your computer acts as a Web server, installing the Microsoft .NET Framework version 3.0, and
enabling ASP.NET 2.0.

Install and configure IIS
Internet Information Services (IIS) is not installed or enabled by default in the Microsoft Windows
Server 2003 operating system. To make your server a Web server, you must install and enable
IIS, and you must ensure that IIS is running in IIS 6.0 worker process isolation mode.

Install and configure IIS
1. Click Start, point to All Programs, point to Administrative Tools, and then click
Configure Your Server Wizard.
2. On the Welcome to the Configure Your Server Wizard page, click Next.
3. On the Preliminary Steps page, click Next.
4. On the Server Role page, click Application server (IIS, ASP.NET), and then click
Next.
5. On the Application Server Options page, click Next.
6. On the Summary of Selections page, click Next.
7. Click Finish.
8. Click Start, point to All Programs, point to Administrative Tools, and then click
Internet Information Services (IIS) Manager.
9. In the IIS Manager tree, click the plus sign (+) next to the server name, right-click the
Web Sites folder, and then click Properties.
10. In the Web Sites Properties dialog box, click the Service tab.
11. In the Isolation mode section, clear the Run WWW service in IIS 5.0 isolation
mode check box, and then click OK.

Note
The Run WWW in IIS 5.0 isolation mode check box is only selected if you have
upgraded to IIS 6.0 on Windows Server 2003 from IIS 5.0 on Microsoft Windows
2000. New installations of IIS 6.0 use IIS 6.0 worker process isolation mode by
default.

Install the Microsoft .NET Framework version 3.0
Go to the Microsoft Download Center Web site (http://go.microsoft.com/fwlink/?
LinkID=72322&clcid=0x409), and on the Microsoft .NET Framework 3.0 Redistributable Package
page, follow the instructions for downloading and installing the .NET Framework version 3.0.
There are separate downloads for x86-based computers and x64-based computers. Be sure to

29
download and install the appropriate version for your computer. The .NET Framework version 3.0
download contains the Windows Workflow Foundation technology, which is required by workflow
features.

Note
You can also use the Microsoft .NET Framework version 3.5. You can download the
.NET Framework version 3.5 from the Microsoft Web site (http://go.microsoft.com/fwlink/?
LinkId=110508).

Enable ASP.NET 2.0
ASP.NET 2.0 is required for proper functioning of Web content, the Central Administration Web
Site, and many other features and functions of Office SharePoint Server 2007.

Enable ASP.NET 2.0
1. Click Start, point to All Programs, point to Administrative Tools, and then click
Internet Information Services (IIS) Manager.
2. In the Internet Information Services tree, click the plus sign (+) next to the server
name, and then click the Web Service Extensions folder.
3. In the details pane, right-click ASP.NET v2.0.50727, and then click Allow.

Install and configure Office SharePoint Server
2007 with Microsoft SQL Server 2005 Express
Edition
When you install Office SharePoint Server 2007 on a single server, run the Setup program using
the Basic option. This option uses the Setup program's default parameters to install Office
SharePoint Server 2007 and SQL Server 2005 Express Edition.

Notes
• If you uninstall Office SharePoint Server 2007 and then later install Office
SharePoint Server 2007 on the same computer, the Setup program could fail when
creating the configuration database causing the entire installation process to fail. You can
prevent this failure by either deleting all the existing Office SharePoint Server 2007
databases on the computer or by creating a new configuration database. You can create
a new configuration database by running the following command:
• psconfig -cmd configdb -create -database <uniquename>

Run Setup
1. From the product disc, run Setup.exe, or from the product download, run
Officeserver.exe.
2. On the Enter your Product Key page, enter your product key, and then click

30
Continue.

Note
Setup automatically verifies the product key, places a green check mark next to
the text box, and enables the Continue button after it validates the key. If the key
is not valid, Setup places a red circle next to the text box and displays a message
that the key is incorrect.
3. On the Read the Microsoft Software License Terms page, review the terms, select
the I accept the terms of this agreement check box, and then click Continue.
4. On the Choose the installation you want page, click Basic to install to the default
location. To install to a different location, click Advanced, and then on the File Location
tab, specify the location you want to install to and finish the installation.
5. When Setup finishes, a dialog box prompts you to complete the configuration of your
server. Be sure that the Run the SharePoint Products and Technologies
Configuration Wizard now check box is selected.
6. Click Close to start the configuration wizard.

Run the SharePoint Products and Technologies Configuration Wizard
1. On the Welcome to SharePoint Products and Technologies page, click Next.
2. In the dialog box that notifies you that some services might need to be restarted or
reset during configuration, click Yes.
3. On the Configuration Successful page, click Finish. Your new SharePoint site
opens.

Note
If you are prompted for your user name and password, you might need to add the
SharePoint site to the list of trusted sites and configure user authentication
settings in Internet Explorer. Instructions for configuring these settings are
provided in the following procedure.

Note
If you see a proxy server error message, you might need to configure your proxy
server settings so that local addresses bypass the proxy server. Instructions for
configuring proxy server settings are provided later in this section.

Add the SharePoint site to the list of trusted sites
1. In Internet Explorer, on the Tools menu, click Internet Options.
2. On the Security tab, in the Select a Web content zone to specify its security
settings box, click Trusted Sites, and then click Sites.
3. Clear the Require server verification (https:) for all sites in this zone check box.
4. In the Add this Web site to the zone box, type the URL to your site, and then click
Add.

31
5. Click Close to close the Trusted Sites dialog box.
6. Click OK to close the Internet Options dialog box.

If you are using a proxy server in your organization, use the following steps to configure Internet
Explorer to bypass the proxy server for local addresses.

Configure proxy server settings to bypass the proxy server for local addresses
1. In Internet Explorer, on the Tools menu, click Internet Options.
2. On the Connections tab, in the Local Area Network (LAN) settings area, click
LAN Settings.
3. In the Automatic configuration section, clear the Automatically detect settings
check box.
4. In the Proxy Server section, select the Use a proxy server for your LAN check
box.
5. Type the address of the proxy server in the Address box.
6. Type the port number of the proxy server in the Port box.
7. Select the Bypass proxy server for local addresses check box.
8. Click OK to close the Local Area Network (LAN) Settings dialog box.
9. Click OK to close the Internet Options dialog box.

Post-installation steps
After Setup finishes, your browser window opens to the home page of your new SharePoint site.
Although you can start adding content to the site or you can start customizing the site, we
recommend that you perform the following administrative tasks by using the SharePoint Central
Administration Web site.
• Configure incoming e-mail settings You can configure incoming e-mail settings so
that SharePoint sites accept and archive incoming e-mail. You can also configure incoming e-
mail settings so that SharePoint sites can archive e-mail discussions as they happen, save e-
mailed documents, and show e-mailed meetings on site calendars. In addition, you can
configure the SharePoint Directory Management Service to provide support for e-mail
distribution list creation and management. For more information, see Configure incoming e-
mail settings .
• Configure outgoing e-mail settings You can configure outgoing e-mail settings so
that your Simple Mail Transfer Protocol (SMTP) server sends e-mail alerts to site users and
notifications to site administrators. You can configure both the "From" e-mail address and the
"Reply" e-mail address that appear in outgoing alerts. For more information, see Configure
outgoing e-mail settings .
• Create SharePoint sites When Setup finishes, you have a single Web application that
contains a single SharePoint site collection that hosts a SharePoint site. You can create more
SharePoint sites collections, sites, and Web applications if your site design requires multiple
sites or multiple Web applications.
32
• Configure Workflow settings Specify whether users can assemble new workflows
and if participants without site access should be sent documents in email attachments so they
can participate in document workflows. For more information, see Configure workflow
settings.
• Configure diagnostic logging settings You can configure several diagnostic logging
settings to help with troubleshooting. This includes enabling and configuring trace logs, event
messages, user-mode error messages, and Customer Experience Improvement Program
events. For more information, see Configure diagnostic logging settings .
• Configure antivirus protection settings You can configure several antivirus settings if
you have an antivirus program that is designed for Office SharePoint Server 2007. Antivirus
settings enable you to control whether documents are scanned on upload or download and
whether users can download infected documents. You can also specify how long you want
the antivirus program to run before it times out, and you can specify how many execution
threads the antivirus program can use on the server. For more information, see Configure
antivirus protection .
• Configure search You can configure several search and index settings to customize
how Office SharePoint Server 2007 crawls your site content or external content. For more
information, see Configure the Office SharePoint Server Search service (Office SharePoint
Server).
• Configure Excel Services Before you can use Excel Services, you must start the
service and add at least one trusted location. For more information about doing this, see
Configure Excel Services .

Perform administrator tasks by using the Central Administration site
1. Click Start, point to All Programs, point to Microsoft Office Server, and then click
SharePoint 3.0 Central Administration.
2. On the Central Administration home page, under Administrator Tasks, click the
task you want to perform.
3. On the Administrator Tasks page, next to Action, click the task.

Download this book
This topic is included in the following downloadable book for easier reading and printing:
• Installation Guide for Microsoft Office SharePoint Server 2007
See the full list of available books at Downloadable books for Office SharePoint Server 2007.

33
Deploy in a simple server farm (Office
SharePoint Server)
In this article:
• Deployment overview
• Deploy and configure the server infrastructure
• Create and configure a Shared Services Provider
• Perform additional configuration tasks
• Create a site collection and a SharePoint site
• Configure the trace log

Deployment overview
Important
This article discusses how to do a clean installation of Microsoft Office SharePoint Server
2007 in a server farm environment. It does not cover upgrading from previous releases of
Office SharePoint Server 2007 or how to upgrade from Microsoft SharePoint Portal
Server 2003. For more information about upgrading from Microsoft Office SharePoint
Portal Server 2003, see Upgrading to Office SharePoint Server 2007.

Note
This article does not cover installing Office SharePoint Server 2007 on a single computer
as a stand-alone installation. For more information, see Install Office SharePoint Server
2007 on a stand-alone computer.
You can deploy Office SharePoint Server 2007 in a server farm environment if you are hosting a
large number of sites, if you want the best possible performance, or if you want the scalability of a
multi-tier topology. A server farm consists of one or more servers dedicated to running the Office
SharePoint Server 2007 application.

Note
There is no direct upgrade from a stand-alone installation to a farm installation.
Because a server farm deployment of Office SharePoint Server 2007 is more complex than a
stand-alone deployment, we recommend that you plan your deployment. Planning your
deployment can help you to gather the information you need and to make important decisions
before beginning to deploy. For information about planning, see Planning and architecture for
Office SharePoint Server 2007.

34
Deploying Office SharePoint Server 2007 in a DBA environment
In many IT environments, database creation and management are handled by the database
administrator (DBA). Security and other policies might require that the DBA create the databases
required by Office SharePoint Server 2007. This topic provides details about how the DBA can
create these databases before beginning the Office SharePoint Server 2007 installation or
creation of a Shared Services Provider (SSP). For more information about deploying using DBA-
created databases, including detailed procedures, see Deploy using DBA-created databases
(Office SharePoint Server).

Suggested topologies
Server farm environments can encompass a wide range of topologies and can include many
servers or as few as two servers.
A small server farm typically consists of a database server running either Microsoft SQL Server
2005 or Microsoft SQL Server 2000 with the most recent service pack, and one or more servers
running Internet Information Services (IIS) and Office SharePoint Server 2007. In this
configuration, the front-end servers are configured as Web servers and application servers. The
Web server role provides Web content to clients. The application server role provides Office
SharePoint Server 2007 services such as servicing search queries, and crawling and indexing
content.
A medium server farm typically consists of a database server, an application server running Office
SharePoint Server 2007, and one or two front-end Web servers running Office SharePoint Server
2007 and IIS. In this configuration, the application server provides indexing services and Excel
Calculation Services, and the front-end Web servers service search queries and provide Web
content.
A large server farm typically consists of two or more clustered database servers, several load-
balanced front-end Web servers running Office SharePoint Server 2007, and two or more
application servers running Office SharePoint Server 2007. In this configuration, each of the
application servers provides specific Office SharePoint Server 2007 services such as indexing or
Excel Calculation Services, and the front-end servers provide Web content.

Note
All of the Web servers in your server farm must have the same SharePoint Products and
Technologies installed. For example, if all of the servers in your server farm are running
Office SharePoint Server 2007, you cannot add to your farm a server that is running only
Microsoft Office Project Server 2007. To run Office Project Server 2007 and Office
SharePoint Server 2007 on your server farm, you must install Office Project Server 2007
and Office SharePoint Server 2007 on each of your Web servers. To enhance the
security of your farm and reduce the surface area that is exposed to a potential attack,
you can turn off services on particular servers after you install SharePoint Products and
Technologies.

35
Before you begin deployment
This section provides information about actions that you must perform before you begin
deployment.

Important
• The account that you select for installing Office SharePoint Server 2007 needs to be
a member of the Administrators group on every server on which you install Office
SharePoint Server 2007. You can, however, remove this account from the Administrators
group on the servers after installation.
• For information about assigning users to be SSP administrators, see "Shared
Services Providers" in Plan for security roles (Office SharePoint Server).
• To deploy Office SharePoint Server 2007 in a server farm environment, you must provide
credentials for several different accounts. For information about these accounts, see Plan for
administrative and service accounts in the Planning and architecture for Office SharePoint
Server 2007 guide.
• You must install Office SharePoint Server 2007 on the same drive on all load-balanced
front-end Web servers.
• You must install Office SharePoint Server 2007 on a clean installation of the Microsoft
Windows Server 2003 operating system with the most recent service pack. If you uninstall a
previous version of Office SharePoint Server 2007, and then install Office SharePoint Server
2007, Setup might fail to create the configuration database and the installation will fail.

Note
We recommend that you read the Known Issues/Readme documentation before you
install Office SharePoint Server 2007 on a domain controller. Installing Office
SharePoint Server 2007 on a domain controller requires additional configuration
steps that are not discussed in this document.
• You must install the same language packs on all servers in the farm. For more
information about installing language packs, see Deploy language packs (Office SharePoint
Server).
• All the instances of Office SharePoint Server 2007 in the farm must be in the same
language. For example, you cannot have both an English version of Office SharePoint Server
2007 and a Japanese version of Office SharePoint Server 2007 in the same farm.
• You must use the Complete installation option on all computers you want to be index
servers, query servers, or servers that run Excel Calculation Services.
• If you place a query server beyond a firewall from its index server, you must open the
NetBIOS ports (TCP/User Datagram Protocol (UDP) ports 137, 138, and 139) on all firewalls
that separate these servers. If your environment does not use NetBIOS, you must use direct-
hosted server message block (SMB). This requires that you open the TCP/UDP 445 port.
• If you want to have more than one index server in a farm, you must use a different
Shared Services Provider (SSP) for each index server.

36
Overview of the deployment process
The deployment process consists of three phases: deploying and configuring the server
infrastructure, creating and configuring one or more Shared Services Providers (SSPs), and
deploying and configuring SharePoint sites.

Phase 1: Deploy and configure the server infrastructure
Deploying and configuring the server infrastructure consists of the following steps:
• Preparing the database server.
• Verifying that the servers meet hardware and software requirements.
• Running Setup on each server you want to be in the farm, including running the
SharePoint Products and Technologies Configuration Wizard.
• If you want to search over the Help content for Office SharePoint Server 2007, starting
the Windows SharePoint Services Search service.

Phase 2: Create and configure a Shared Services Provider
Creating and configuring a Shared Services Provider consists of the following steps:
• Creating a Web application to host the SSP.
• Creating the SSP.
• Configuring the Web application and the SSP.
• Configuring services on servers.

Phase 3: Create site collections and SharePoint sites
Creating SharePoint site collections and SharePoint sites consists of the following steps:
• Creating a Web Application to host the site collections and SharePoint sites.
• Creating site collections.
• Creating SharePoint sites.

Deploy and configure the server infrastructure
Security account requirements
To deploy Office SharePoint Server 2007 in a server farm environment, you must provide
credentials for several different accounts. For information about these accounts, see Plan for
administrative and service accounts in the Planning and architecture for Office SharePoint Server
2007 guide.

Prepare the database server
The database server must be running Microsoft SQL Server 2005 or Microsoft SQL Server 2000
with the most recent service pack.

37
The Office SharePoint Server 2007 Setup program automatically creates the necessary
databases when you install and configure Office SharePoint Server 2007. Optionally, you can
preinstall the required databases if your IT environment or policies require this.
For more information about prerequisites, see Determine hardware and software requirements
(Office SharePoint Server).
If you are using SQL Server 2005, you must also change the surface area settings.

Configure surface area settings in SQL Server 2005
1. Click Start, point to All Programs, point to Microsoft SQL Server 2005, point to
Configuration Tools, and then click SQL Server Surface Area Configuration.
2. In the SQL Server 2005 Surface Area Configuration dialog box, click Surface Area
Configuration for Services and Connections.
3. In the tree view, expand the node for your instance of SQL Server, expand the
Database Engine node, and then click Remote Connections.
4. Select Local and Remote Connections, select Using both TCP/IP and named
pipes, and then click OK.

SQL Server and database collation
The SQL Server collation must be configured for case-insensitive. The SQL Server database
collation must be configured for case-insensitive, accent-sensitive, Kana-sensitive, and width-
sensitive. This is used to ensure file name uniqueness consistent with the Windows operating
system. For more information about collations, see Selecting a SQL Collation
(http://go.microsoft.com/fwlink/?LinkId=121667&clcid=0x409) or Collation Settings in Setup
(http://go.microsoft.com/fwlink/?LinkId=121669&clcid=0x409) in SQL Server 2005 Books Online.

Required accounts
The following table describes the accounts that are used to configure Microsoft SQL Server and
to install Office SharePoint Server 2007. For more information about the required accounts,
including specific privileges required for these accounts, see Plan for administrative and service
accounts (Office SharePoint Server).

Account Purpose Requirements

SQL Server This account is used as the SQL Server prompts for this account during SQL Server
Service Account service account for the Setup. You have two options:
following SQL Server • Assign one of the built-in system accounts (Local
services: System, Network Service, or Local Service) to the logon
• MSSQLSERVER for the configurable SQL Server services. For more
• information about these accounts and security
considerations, refer to the Setting Up Windows Service
SQLSERVERAGENT Accounts topic (http://go.microsoft.com/fwlink/?
If you are not using the LinkId=121664&clcid=0x409) in the SQL Server

38
Account Purpose Requirements

default instance, these documentation.
services will be shown as: • Assign a domain user account to the logon for the
• service. However, if you use this option you must take
the additional steps required to configure Service
MSSQL$InstanceName Principal Names (SPNs) in Active Directory in order to
• support Kerberos authentication, which SQL Server
uses.
SQLAgent$InstanceNam
e

Setup user The Setup user account is • Domain user account
account used to run the following: • Member of the Administrators group on each server
• Setup on each on which Setup is run
server • SQL Server login on the computer running SQL
• The SharePoint Server
Products and • Member of the following SQL Server security roles:
Technologies
• securityadmin fixed server role
Configuration Wizard
• dbcreator fixed server role
• The PSConfig
If you run Stsadm command-line tool commands that read
command-line tool
from or write to a database, this account must be a member
• The Stsadm
of the db_owner fixed database role for the database.
command-line tool

Server farm The Server farm account is • Domain user account.
account/Database used to: • If the server farm is a child farm with Web
access account • Act as the applications that consume shared services from a larger
application pool identity farm, this account must be a member of the db_owner
for the SharePoint fixed database role on the configuration database of the
Central Administration larger farm.
application pool. Additional permissions are automatically granted for this
• Run the Windows account on Web servers and application servers that are
SharePoint Services joined to a server farm.
Timer service. This account is automatically added as a SQL Server login
on the computer running SQL Server and added to the
following SQL Server security roles:
• dbcreator fixed server role
• securityadmin fixed server role
• db_owner fixed database role for all databases in
the server farm

39
Verify that servers meet hardware and software requirements
Before you install and configure Office SharePoint Server 2007, be sure that your servers have
the recommended hardware and software. To deploy a server farm, you need at least one server
computer acting as a Web server and an application server, and one server computer acting as a
database server.
For more information about these requirements, see Determine hardware and software
requirements (Office SharePoint Server).

Important
Office SharePoint Server 2007 requires Active Directory directory services for farm
deployments. Therefore Office SharePoint Server 2007 cannot be installed in a farm on a
Microsoft Windows NT Server 4.0 domain.

Install and configure IIS
Internet Information Services (IIS) is not installed or enabled by default in the Microsoft Windows
Server 2003 operating system. To make your server a Web server, you must install and enable
IIS, and you must ensure that IIS is running in IIS 6.0 worker process isolation mode.

Install and configure IIS
1. Click Start, point to All Programs, point to Administrative Tools, and then click
Configure Your Server Wizard.
2. On the Welcome to the Configure Your Server Wizard page, click Next.
3. On the Preliminary Steps page, click Next.
4. On the Server Role page, click Application server (IIS, ASP.NET), and then click
Next.
5. On the Application Server Options page, click Next.
6. On the Summary of Selections page, click Next.
7. Click Finish.
8. Click Start, point to All Programs, point to Administrative Tools, and then click
Internet Information Services (IIS) Manager.
9. In the IIS Manager tree, click the plus sign (+) next to the server name, right-click the
Web Sites folder, and then click Properties.
10. In the Web Sites Properties dialog box, click the Service tab.
11. In the Isolation mode section, clear the Run WWW service in IIS 5.0 isolation
mode check box, and then click OK.

Note
The Run WWW in IIS 5.0 isolation mode check box is only selected if you have
upgraded to IIS 6.0 on Windows Server 2003 from IIS 5.0 on Microsoft Windows
2000. New installations of IIS 6.0 use IIS 6.0 worker process isolation mode by
default.

40
Install the Microsoft .NET Framework version 3.0
Go to the Microsoft Download Center Web site (http://go.microsoft.com/fwlink/?
LinkID=72322&clcid=0x409). On the Microsoft .NET Framework 3.0 Redistributable Package
page, follow the instructions for downloading and installing the Microsoft .NET Framework version
3.0. There are separate downloads for x86-based computers and x64-based computers; be sure
to download and install the appropriate version for your computer. The Microsoft .NET Framework
version 3.0 download contains the Windows Workflow Foundation technology, which is required
by workflow features.

Note
You can also use the Microsoft .NET Framework version 3.5. You can download the .NET
Framework version 3.5 from the Microsoft Web site (http://go.microsoft.com/fwlink/?
LinkId=110508).

Enable ASP.NET 2.0
You must enable ASP.NET 2.0 on all Office SharePoint Server 2007 servers.

Enable ASP.NET 2.0
1. Click Start, point to All Programs, point to Administrative Tools, and then click
Internet Information Services (IIS) Manager.
2. In the IIS Manager tree, click the plus sign (+) next to the server name, and then click
the Web Service Extensions folder.
3. In the details pane, click ASP.NET v2.0.50727, and then click Allow.

Run Setup and build the farm
Run Setup and then the SharePoint Products and Technologies Configuration Wizard on all your
farm servers. Do this on all farm servers before going on to create a Shared Services Provider
(SSP).

Note
We recommend that you run Setup on all the servers that will be in the farm before
configuring the farm.
You can add servers to the farm at this point, or after you have created and configured an SSP.
You can add servers after you have created and configured an SSP to add redundancy, such as
additional load-balanced Web servers or additional query servers. It is recommended that you run
Setup and the configuration wizard on all your application servers before you create and
configure the SSP.

Recommended order of configuration
We recommend that you configure Office SharePoint Server 2007 in the order listed below. This
order makes configuration easier and ensures that services and applications are in place before
they are required by server types.

41
Recommended Order of installation
1. We recommend that the Central Administration site be installed on an application server.
In a server farm that includes more than one application server, install the Central
Administration site on the application server with the least overall performance load. If your
farm will have an application server, install Office SharePoint Server 2007 on that server first.
This also installs the Central Administration site.
2. All your front-end Web servers.
3. The index server (if using a separate server for search queries and indexing).
4. The query servers, if separate from the index server.

Note
To configure more than one query server in your farm, you cannot configure your
index server as a query server.
5. Other application servers (optional).
Because the SSP configuration requires an index server, you must start the Office SharePoint
Server Search service on the computer that you want to be the index server, and configure it as
an index server before you can create an SSP. Because of this, you must deploy and configure
an index server before other servers. You can choose any server to be the first server on which
you install Office SharePoint Server 2007. However, the Central Administration Web site is
automatically installed on the first server on which you install Office SharePoint Server 2007.
You can configure different features on different servers. The following table shows which
installation type you should use for each feature set.

Server type Installation type

Central Administration Web application Complete or Web Front End

Application server (such as Excel Calculation Complete
Services)

Search index server Complete

Search query server Complete

Web server Web Front End (subsequent servers must join
an existing farm) or Complete

Note
If you choose the Web Front End
installation option you will not be able to
run additional services, such as search,
on the server.

When you install Office SharePoint Server 2007 on the first server, you establish the farm. Any
servers that you add you will join to this farm.

42
Setting up the first server involves two steps: installing the Office SharePoint Server 2007
components on the server, and configuring the farm. After Setup finishes, you can use the
SharePoint Products and Technologies Configuration Wizard to configure Office SharePoint
Server 2007. The SharePoint Products and Technologies Configuration Wizard automates
several configuration tasks, including: installing and configuring the configuration database,
installing Office SharePoint Server 2007 services, and creating the Central Administration Web
site.

Add servers to the farm
We recommend that you install and configure Office SharePoint Server 2007 on all of the farm
servers before you configure Office SharePoint Server 2007 services and create sites.
Regardless of how many Web servers you have in your server farm, you must have SQL Server
running on at least one database server before you install Office SharePoint Server 2007 on your
Web servers. By default, when you add servers to the farm and run the SharePoint Products and
Technologies Configuration Wizard, the wizard does not create additional Central Administration
sites on the servers that you add, nor does it create any databases on your database server.
However, you can use the wizard to create additional Central Administration sites on the servers
that you add.

Run Setup on the first server
Important
If you uninstall Office SharePoint Server 2007 from the first server on which you installed
it, your farm might experience problems. It is not recommended that you install Office
SharePoint Server 2007 on an index server first.

Note
Setup installs the Central Administration Web site on the first server on which you run
Setup. Therefore, we recommend that the first server on which you install Office
SharePoint Server 2007 is a server from which you want to run the Central Administration
Web site.

Run Setup on the first server
1. From the product disc, run Setup.exe, or from the product download, run
Officeserver.exe, on one of your Web server computers.
2. On the Enter your Product Key page, enter your product key, and then click
Continue.

Note
Setup automatically verifies the product key, places a green check mark next to
the text box, and enables the Continue button after it validates the key. If the key
is not valid, Setup displays a red circle next to the text box and prompts you that
the key is incorrect.

43
3. On the Read the Microsoft Software License Terms page, review the terms, select
the I accept the terms of this agreement check box, and then click Continue.
4. On the Choose the installation you want page, click Advanced. The Basic option is
for stand-alone installations.
5. On the Server Type tab, select Complete.
6. Optionally, to install Office SharePoint Server 2007 at a custom location, select the
File Location tab, and then type the location or Browse to the location.
7. Optionally, to participate in the Customer Experience Improvement Program, select
the Feedback tab and select the option you want. To learn more about the program, click
the link. You must have an Internet connection to view the program information.
8. When you have chosen the correct options, click Install Now.
9. When Setup finishes, a dialog box appears that prompts you to complete the
configuration of your server. Be sure that the Run the SharePoint Products and
Technologies Configuration Wizard now check box is selected.
10. Click Close to start the configuration wizard. Instructions for completing the wizard
are provided in the next set of steps.

Run the SharePoint Products and Technologies Configuration
Wizard
After Setup finishes, you can use the SharePoint Products and Technologies Configuration
Wizard to configure Office SharePoint Server 2007. The configuration wizard automates several
configuration tasks, including: installing and configuring the configuration database, installing
Office SharePoint Server 2007 services, and creating the Central Administration Web site. Use
the following instructions to run the SharePoint Products and Technologies Configuration Wizard.

Run the SharePoint Products and Technologies Configuration Wizard
1. On the Welcome to SharePoint Products and Technologies page, click Next.
2. Click Yes in the dialog box that notifies you that some services might need to be
restarted during configuration.
3. On the Connect to a server farm page, click No, I want to create a new server farm,
and then click Next.
4. In the Specify Configuration Database Settings dialog box, in the Database
server box, type the name of the computer that is running SQL Server.
5. Type a name for your configuration database in the Database name box, or use the
default database name. The default name is "SharePoint_Config".
6. In the User name box, type the user name of the Server farm account. (Be sure to
type the user name in the format DOMAIN\username.)

Important
The server farm account is used to access your configuration database. It also

44
acts as the application pool identity for the SharePoint Central Administration
application pool, and it is the account under which the Windows SharePoint
Services Timer service runs. The SharePoint Products and Technologies
Configuration Wizard adds this account to the SQL Server Logins, the SQL
Server Database Creator server role, and the SQL Server Security Administrators
server role. The user account that you specify as the service account must be a
domain user account, but it does not need to be a member of any specific
security group on your Web servers or your back-end database servers. We
recommend that you follow the principle of least privilege and specify a user
account that is not a member of the Administrators group on your Web servers or
your back-end servers.
7. In the Password box, type the user's password, and then click Next.
8. On the Configure SharePoint Central Administration Web Application page, select the
Specify port number check box and type a port number if you want the SharePoint
Central Administration Web application to use a specific port, or leave the Specify port
number check box cleared if you do not care which port number the SharePoint Central
Administration Web application uses.
9. In the Configure SharePoint Central Administration Web Application dialog box,
do one of the following:
• If you want to use NTLM authentication (the default), click Next.
• If you want to use Kerberos authentication, click Negotiate (Kerberos), and then
click Next.

Note
In most cases, use the default setting (NTLM). Use Negotiate (Kerberos)
only if Kerberos authentication is supported in your environment. Using the
Negotiate (Kerberos) option requires you to configure a Service Principal
Name (SPN) for the domain user account. To do this, you must be a member
of the Domain Admins group. For more information, see How to configure a
Windows SharePoint Services virtual server to use Kerberos authentication
and how to switch from Kerberos authentication back to NTLM authentication
(http://go.microsoft.com/fwlink/?LinkID=76570&clcid=0x409).
10. On the Completing the SharePoint Products and Technologies Configuration Wizard
page, click Next.
11. On the Configuration Successful page, click Finish.
The SharePoint Central Administration Web site home page opens.

Note
If you are prompted for your user name and password, you might need to add the
SharePoint Central Administration site to the list of trusted sites and configure
user authentication settings in Internet Explorer. Instructions for configuring these
settings are provided in the next set of steps.

45
Note
If a proxy server error message appears, you might need to configure your proxy
server settings so that local addresses bypass the proxy server. Instructions for
configuring this setting are provided later in this section.

Add the SharePoint Central Administration Web site to the list of
trusted sites

1. In Internet Explorer, on the Tools menu, click Internet Options.
2. On the Security tab, in the Select a Web content zone to specify its security
settings box, click Trusted sites, and then click Sites.
3. Clear the Require server verification (https:) for all sites in this zone check box.
4. In the Add this Web site to the zone box, type the URL for the SharePoint Central
Administration Web site, and then click Add.
5. Click Close to close the Trusted sites dialog box.
6. Click OK to close the Internet Options dialog box.

Configure proxy server settings to bypass the proxy server for
local addresses

1. In Internet Explorer, on the Tools menu, click Internet Options.
2. On the Connections tab, in the Local Area Network (LAN) settings area, click
LAN Settings.
3. In the Automatic configuration section, clear the Automatically detect settings
check box.
4. In the Proxy Server section, select the Use a proxy server for your LAN check
box.
5. Type the address of the proxy server in the Address box.
6. Type the port number of the proxy server in the Port box.
7. Select the Bypass proxy server for local addresses check box.
8. Click OK to close the Local Area Network (LAN) Settings dialog box.
9. Click OK to close the Internet Options dialog box.

Add servers to the farm
We recommend that you install and configure Office SharePoint Server 2007 on all of your Web
servers and the index server before you configure Office SharePoint Server 2007 services and

46
create sites. If you want to build a minimal server farm configuration, and incrementally add Web
servers to expand the farm, you can install and configure Office SharePoint Server 2007 on a
single Web server and configure the Web server as both a Web server and an application server.
Regardless how many Web servers you have in your server farm, you must have SQL Server
running on at least one back-end database server before you install Office SharePoint Server
2007 on your Web servers.

Important
If you uninstall Office SharePoint Server 2007 from the first server on which you installed
it, your farm might experience problems. It is not recommended that you install Office
SharePoint Server 2007 on an index server first.

Run Setup on additional servers — front-end Web servers
1. From the product disc, run Setup.exe, or from the product download, run
Officeserver.exe, on one of your Web server computers.
2. On the Enter your Product Key page, enter your product key, and then click
Continue.

Note
Setup automatically verifies the product key, places a green check mark next to
the text box, and enables the Continue button after it validates the key. If the key
is not valid, Setup displays a red circle next to the text box and prompts you that
the key is incorrect.
3. On the Read the Microsoft Software License Terms page, review the terms, select
the I accept the terms of this agreement check box, and then click Continue.
4. On the Choose the installation you want page, click Advanced.
5. On the Server Type tab, click Web Front End.
6. Optionally, to install Office SharePoint Server 2007 at a custom location, select the
File Location tab, and then type the location or Browse to the location.
7. Optionally, to participate in the Customer Experience Improvement Program, select
the Feedback tab and select the option you want. To learn more about the program, click
the link. You must have an Internet connection to view the program information.
8. When you have chosen the correct options, click Install Now.
9. When Setup finishes, a dialog box appears that prompts you to complete the
configuration of your server. Be sure that the Run the SharePoint Products and
Technologies Configuration Wizard now check box is selected.
10. Click Close to start the configuration wizard. Instructions for completing the wizard
are provided in the following section.

Run Setup on additional servers — index or query server
1. From the product disc, run Setup.exe, or from the product download, run
Officeserver.exe, on one of your Web server computers.

47
2. On the Enter your Product Key page, enter your product key, and then click
Continue.

Note
Setup automatically verifies the product key, places a green check mark next to
the text box, and enables the Continue button after it validates the key. If the key
is not valid, Setup displays a red circle next to the text box and prompts you that
the key is incorrect.
3. On the Read the Microsoft Software License Terms page, review the terms, select
the I accept the terms of this agreement check box, and then click Continue.
4. On the Choose the installation you want page, click Advanced.
5. On the Server Type tab, click Complete.
6. Optionally, to install Office SharePoint Server 2007 at a custom location, select the
File Location tab, and then type the location or Browse to the location.
7. Optionally, to participate in the Customer Experience Improvement Program, select
the Feedback tab and select the option you want. To learn more about the program, click
the link. You must have an Internet connection to view the program information.
8. When you have chosen the correct options, click Install Now.
9. When Setup finishes, a dialog box appears that prompts you to complete the
configuration of your server. Be sure that the Run the SharePoint Products and
Technologies Configuration Wizard now check box is selected.
10. Click Close to start the configuration wizard. Instructions for completing the wizard
are provided in the next set of steps.

Run the SharePoint Products and Technologies Configuration
Wizard on additional servers
After Setup finishes, you can use the SharePoint Products and Technologies Configuration
Wizard to configure Office SharePoint Server 2007. The configuration wizard automates several
configuration tasks, including installing Office SharePoint Server 2007 services. Use the following
instructions to run the SharePoint Products and Technologies Configuration Wizard.

Run the SharePoint Products and Technologies Configuration Wizard on additional
servers
1. On the Welcome to SharePoint Products and Technologies page, click Next.
2. Click Yes in the dialog box that notifies you that some services might need to be
restarted during configuration.
3. On the Connect to a server farm page, click Yes, I want to connect to an existing
server farm, and then click Next.
4. In the Specify Configuration Database Settings dialog box, in the Database
server box, type the name of the computer that is running SQL Server.
5. Click Retrieve Database Names, and then from the Database name list, select the
48
database name that you created when you configured the first server in your server farm.
6. In the User name box, type the user name of the account used to connect to the
computer running SQL Server. (Be sure to type the user name in the format
DOMAIN\username.) This must be the same user account you used when configuring the
first server.
7. In the Password box, type the user's password, and then click Next.
8. On the Completing the SharePoint Products and Technologies Configuration Wizard
page, click Next.
9. On the Configuration Successful page, click Finish.

Start the Windows SharePoint Services Search service (optional)
You must start the Windows SharePoint Services Search service on every computer that you
want to search over Help content. If you do not want users to be able to search over Help
content, you do not need to start this service.

Start the Windows SharePoint Services Search service (optional)
1. On the SharePoint Central Administration home page, click the Operations tab on
the top link bar.
2. On the Operations page, in the Topology and Services section, click Services on
server.
3. On the Services on Server page, next to Window SharePoint Services Search,
click Start.
4. On the Configure Windows SharePoint Services Search Service Settings page, in the
Service Account section, type the user name and password for the user account under
which the Windows SharePoint Services Search service account will run.
5. In the Content Access Account section, type the user name and password for the
user account that the search service will use to search over content. This account must
have read access to all the content you want it to search over. If you do not specify
credentials, the same account used for the search service will be used.
6. In the Indexing Schedule section, either accept the default settings, or specify the
schedule that you want the search service to use when searching over content.
7. After you have configured all the settings, click Start.

Stop the Central Administration service on all index servers
In farms with more than one index server, you should stop the Central Administration service on
all index servers. This service is used for the Central Administration site and is not required on
index servers. Stopping this service on index servers can help avoid URL resolution problems
with indexing. On the other hand, you must be sure that this service is started on the server that
hosts the Central Administration Web site, even if that server is also an index server. You do not
need to stop this service for installations where the farm has only one index server.

49
Before stopping the service on the index server, make sure that the service is running another
server.

Stop the Central Administration service on an index server
1. On the Services on Server page, select the index server from the Server drop-down
list.
2. Under Select server role to display services you will need to start in the table
below, select the Custom option.
3. In the table of services, next to Central Administration, in the Action column, click
Stop.

Disable the Windows SharePoint Services Web Application
service on all servers not serving content
You should disable the Windows SharePoint Service Web Application service on all servers that
are not serving content, especially index servers. On the other hand, you must be sure that this
service is enabled on the servers that are serving content.

Disable the Windows SharePoint Services Web Application service on a server
1. On the SharePoint Central Administration home page, click the Operations tab on
the top link bar.
2. On the Operations page, in the Topology and Services section, click Services on
server.
3. On the Services on Server page, next to Window SharePoint Services Web
Application, click Stop.

Create and configure a Shared Services Provider
This section covers how to create and configure a single Shared Services Provider (SSP). An
SSP is a logical grouping of shared services and their supporting resources. In Office SharePoint
Server 2007, the SSP enables sharing services across multiple server farms, Web applications,
and site collections. For more information about configuring and using SSPs, see Chapter
overview: Create and configure Shared Services Providers.
In this phase, you create one or more SSPs and configure them to meet the needs of your farm.
Each server farm can host one or more SSPs, or consume services provided by an SSP on
another server farm. Each SSP runs in its own Web application, which contains one or more site
collections. Other Web applications on a server farm can be associated with any of the SSPs on
the farm. Shared services cannot be enabled or disabled separately from other shared services.
Web applications on a farm consume either all of the services of an SSP or none of them. For
more information about SSPs, see Plan Shared Services Providers.

50
Start the Office SharePoint Server Search service
You must start the Office SharePoint Server Search service on at least one computer that was set
up by using the Complete option during Setup. This service must be started on the computer that
you want to use as your index server and optionally as a query server before you can create an
SSP.

Start the Office SharePoint Server Search service on the index server
1. On the SharePoint Central Administration home page, click the Operations tab on
the top link bar.
2. On the Operations page, in the Topology and Services section, click Services on
server.
3. In the Server list, select the server that you want to configure as an index server
and — optionally — as a query server.
4. On the Services on Server page, next to Office SharePoint Server Search, click
Start.
5. Select the Use this server for indexing content check box. This expands the page
and adds the Index Server Default File Location, Indexer Performance, and Web
Front End and Crawling sections.
6. If you want to use this server to service search queries, select the Use this server
for servicing search queries check box. This expands the page and adds the Query
Server Index File Location section. If not, skip to the next step.
7. In the Contact E-mail Address section, type the e-mail address you want external
site administrators to use to contact your organization if problems arise when their sites
are being crawled by your index server.
8. In the Farm Search Service Account section, specify the User name and
Password of the account under which the search service will run. This domain account
should not be a member of the Farm Administrators group in the Central Administration
Web site (the WSS_ADMIN_WPG Windows security group). For least privilege
scenarios, this should be a separate domain account, used only for this service. For more
information about this account, see Plan for administrative and service accounts (Office
SharePoint Server).
9. Optionally, you can also configure other settings or accept the default settings.
10. When you have configured all the settings, click Start.

You can optionally use the following steps to start the Office SharePoint Server Search service on
computers that were set up by using the Complete option during Setup to deploy query servers.

Important
If you selected the Use this server for serving search queries option in step 6 of the
previous procedure, you cannot deploy additional query servers unless you first remove
the query server role from the index server.

51
For information about how to perform this procedure using the Stsadm command-line tool, see
Osearch.

Start the Office SharePoint Server Search service on query servers
1. On the SharePoint Central Administration home page, click the Operations tab on
the top link bar.
2. On the Operations page, in the Topology and Services section, click Services on
server.
3. In the Server list, select the server that you want to configure as a query server.
4. On the Services on Server page, next to Office SharePoint Server Search, click
Start.
5. Select the Use this server for servicing search queries check box. This expands
the page and adds the Query Server Index File Location section.
6. In the Farm Search Service Account section, specify the User name and
Password of the account under which the search service will run. This domain account
should not be a member of the Farm Administrators group in the Central Administration
Web site (the WSS_ADMIN_WPG Windows security group). For least privilege
scenarios, this should be a separate domain account, used only for this service. For more
information about this account, see Plan for administrative and service accounts (Office
SharePoint Server)
7. In the Query Server Index File Location section, in the Query server index file
location box, either type the location on the local drive of the query server on which you
want to store the propagated index, or accept the default path.
8. In the Query Server Index File Location section, select one the following:
• Configure share automatically Select this option to automatically configure
the share on which you want to store the propagated index, and type the user name
and password of the account that you want to use to propagate the index
(recommended).

Important
This account must a member of the Administrators group and a member of
the WSS_ADM_WPG group on the query server before you proceed to the
next step, or propagation of the index will fail.
• I will configure the share with STSAdm Select this option if you want to use
the Stsadm command-line tool to create this share at a later time.
• Do nothing. The share is already configured Select this option if the share
already exists and the permissions to the share are configured as described above.
9. When you have configured all the settings, click Start.
For information about how to perform this procedure using the Stsadm command-line
tool, see Osearch.

52
Create a Web application to host the SSP and create the SSP

1. On the SharePoint Central Administration home page, click the Application
Management tab on the top link bar.
2. On the Application Management page, in the Office SharePoint Server Shared
Services section, click Create or configure this farm's shared services.
3. On the Manage this Farm's Shared Services page, click New SSP.
4. On the New Shared Services Provider page, in the SSP Name section, click Create
a new Web application.

Note
If you see any items in the Web application drop-down list, a Web application
has already been created. You can either use this Web application or create
another.
5. On the Create New Web Application page, in the Application Pool section, specify
the User name and Password for the user account that the Web application pool will run
under.
6. You can also configure other settings on this page, or click OK to create the new Web
application.

Note
By default, the Web application uses the default Web site in IIS and port 80. This
port might be used by other Web applications. Ensure that this port is open for
use, or choose another port before you click OK.

Note
By default, Restart IIS Manually is selected. If you use this setting, you must
restart the default Web site in IIS, or restart the W3C service by using the
command line.
7. On the New Shared Services Provider page, in the SSP Service Credentials
section, type the user name and password for the user account that the SSP service will
run under.
8. Optionally, you can also configure other settings.
9. When you have configured all the settings, click OK.
10. If you used the same Web application for the SSP administration site and the My
Sites site collection, you will be prompted to use separate Web applications for these site
collections. If you want to use the same Web application, click OK. For more information
about site planning, see Plan Web site structure and publishing (Office SharePoint
Server).
11. After the SSP has been created, click OK on the confirmation page that appears.

53
Perform additional configuration tasks
After Setup finishes, your browser window opens to the home page of your new SharePoint site.
Although you can start adding content to the site or customizing the site, we recommend that you
first perform the following administrative tasks by using the SharePoint Central Administration
Web site.
• Configure incoming e-mail settings You can configure incoming e-mail settings so
that SharePoint sites accept and archive incoming e-mail. You can also configure incoming e-
mail settings so that SharePoint sites can archive e-mail discussions as they happen, save e-
mailed documents, and show e-mailed meetings on site calendars. In addition, you can
configure the SharePoint Directory Management Service to provide support for e-mail
distribution list creation and management. For more information, see Configure incoming e-
mail settings.
• Configure outgoing e-mail settings You can configure outgoing e-mail settings so that
your Simple Mail Transfer Protocol (SMTP) server sends e-mail alerts to site users and
notifications to site administrators. You can configure both the "From" e-mail address and the
"Reply" e-mail address that appear in outgoing alerts. For more information, see Configure
outgoing e-mail settings.
• Configure workflow settings Specify whether users can assemble new workflows, and
if participants without site access should be sent documents in e-mail attachments so they
can participate in document workflows. For more information, see Configure workflow
settings.
• Configure diagnostic logging settings You can configure several diagnostic logging
settings to help with troubleshooting. This includes enabling and configuring trace logs, event
messages, user-mode error messages, and Customer Experience Improvement Program
events. For more information, see Configure diagnostic logging settings.
• Configure antivirus protection settings You can configure several antivirus settings if
you have an antivirus program that is designed for Office SharePoint Server 2007. Antivirus
settings enable you to control whether documents are scanned on upload or download, and
whether users can download infected documents. You can also specify how long you want
the antivirus program to run before it times out, and you can specify how many execution
threads the antivirus program can use on the server. For more information, see Configure
antivirus settings.
• Configure search Before search queries can be serviced, content must first be
crawled. You can configure several search and index settings to customize how Office
SharePoint Server 2007 crawls your site content or external content. For more information,
see Configure the Office SharePoint Server Search service (Office SharePoint Server).
• Configure Excel Calculation Services Before you can use Excel Services, you must
start the service and add at least one trusted location. For more information, see Configure
Excel Services.

Perform administrator tasks by using the Central Administration site
1. Click Start, point to All Programs, point to Microsoft Office Server, and then click

54
SharePoint 3.0 Central Administration.
2. On the Central Administration home page, in the Administrator Tasks section,
click the task you want to perform.
3. On the Administrator Tasks page, next to Action, click the task.

Create a site collection and a SharePoint site
This section guides you through the process of creating a single site collection containing a single
SharePoint site. You can create many site collections, and many sites under each site collection.
For more information, see Deploy and configure SharePoint sites.
You can create new portal sites or migrate pre-existing sites or content from a previous version of
Windows SharePoint Services. For information about planning SharePoint sites and site
collections, see Plan Web site structure and publishing (Office SharePoint Server). For
information about migrating content, see Deploy new server farm and migrate content.
You can also migrate content from a pre-existing Microsoft Content Management Server 2002
source. For information, see Migrate from Microsoft Content Management Server 2002 to Office
SharePoint Server 2007.
Before you can create a site collection or a site, you must first create a Web application. A Web
application is comprised of an Internet Information Services (IIS) site with a unique application
pool.

55
Create a new Web application
1. Click the Start button, point to All Programs, then point to Microsoft Office Server,
and then click SharePoint 3.0 Central Administration.
2. On the Central Administration home page, click Application Management.
3. On the Application Management page, in the SharePoint Web Application
Management section, click Create or extend Web application.
4. On the Create or Extend Web Application page, in the Adding a SharePoint Web
Application section, click Create a new Web application.
5. On the Create New Web Application page, in the IIS Web Site section, you can
configure the settings for your new Web application.
a. To choose to use an existing Web site, select Use an existing Web site, and
specify the Web site on which to install your new Web application by selecting it from
the drop-down menu.
b. To choose to create a new Web site, select Create a new IIS Web site, and type
the name of the Web site in the Description box.
c. In the Port box, type the port number you want to use to access the Web
application. If you are creating a new Web site, this field is populated with a
suggested port number. If you are using an existing Web site, this field is populated
with the current port number.
d. In the Host Header box, type the URL you wish to use to access the Web
application. This is an optional field.
e. In the Path box, type the path to the site directory on the server. If you are
creating a new Web site, this field is populated with a suggested path. If you are
using an existing Web site, this field is populated with the current path.
6. In the Security Configuration section, configure authentication and encryption for
your Web application.
a. In the Authentication Provider section, choose either Negotiate (Kerberos) or
NTLM.
b. In the Allow Anonymous section, choose Yes or No. If you choose to allow
anonymous access, this enables anonymous access to the Web site by using the
computer-specific anonymous access account (that is, IUSR_<computername>).
c. In the Use Secure Sockets Layer (SSL) section, select Yes or No. If you
choose to enable SSL for the Web site, you must configure SSL by requesting and
installing an SSL certificate.
7. In the Load Balanced URL section, type the URL for the domain name for all sites
that users will access in this Web application. This URL domain will be used in all links
shown on pages within the Web application. By default, the box is populated with the
current server name and port.
The Zone box is automatically set to Default for a new Web application and cannot be
changed from this page.

56
8. In the Application Pool section, choose whether to use an existing application pool
or create a new application pool for this Web application. To use an existing application
pool, select Use existing application pool. Then select the application pool you wish to
use from the drop-down menu.
a. To create a new application pool, select Create a new application pool.
b. In the Application pool name box, type the name of the new application pool, or
keep the default name.
c. In the Select a security account for this application pool section, select
Predefined to use an existing application pool security account, and then select the
security account from the drop-down menu.
d. Select Configurable to use an account that is not currently being used as a
security account for an existing application pool. In the User name box, type the user
name of the account you wish to use, and type the password for the account into the
Password box.
9. In the Reset Internet Information Services section, choose whether to allow Office
SharePoint Server 2007 to restart IIS on other farm servers. The local server must be
restarted manually for the process to finish. If this option is not selected and you have
more than one server in the farm, you must wait until the IIS Web site is created on all
servers and then run iisreset/noforce on each Web server. The new IIS site is not
usable until that action is completed. These choices are unavailable if your farm only
contains a single server.
10. Under Database Name and Authentication, choose the database server, database
name, and authentication method for your new Web application.

57
Item Action

Database Server Type the name of the database server and
SQL Server instance you want to use in the
format <SERVERNAME\instance>. You
may also use the default entry.

Database Name Type the name of the database, or use the
default entry.

Database Authentication Choose whether to use Windows
authentication (recommended) or SQL
authentication.
• If you want to use Windows
authentication, leave this option
selected.
• If you want to use SQL
authentication, select SQL
authentication. In the Account
box, type the name of the account
you want the Web application to
use to authenticate to the SQL
Server database, and then type the
password in the Password box.

11. Click OK to create the new Web application, or click Cancel to cancel the process
and return to the Application Management page.
For information about how to perform this procedure using the Stsadm command-line
tool, see Createnewsiteinnewdb.

Create a site collection
1. On the SharePoint Central Administration home page, click the Application
Management tab on the top link bar.
2. On the Application Management page, in the SharePoint Site Management section,
click Create site collection.
3. On the Create Site Collection page, in the Web Application section, either select a
Web application to host the site collection from the Web Application drop-down list, or
create a new Web application to host the site collection.
4. In the Title and Description section, type a title and description for the site
collection.
5. In the Web Site Address section, select a URL type, and specify a URL for the site
collection.
6. In the Template Selection section, select a template from the tabbed template

58
control.
7. In the Primary Site Collection Administrator section, type the user account name
for the user you want to be the primary administrator for the site collection. You can also
browse for the user account by clicking the Book icon to the right of the text box. You can
verify the user account by clicking the Check Names icon to the right of the text box.
8. Optionally, in the Secondary Site Collection Administrator section, type the user
account for the user you want to be the secondary administrator for the site collection.
You can also browse for the user account by clicking the Book icon to the right of the text
box. You can verify the user account by clicking the Check Names icon to the right of the
text box.
9. Click Create to create the site collection.
For information about how to perform this procedure using the Stsadm command-line
tool, see Createsite.

Create a SharePoint site
1. On the SharePoint Central Administration home page, click the Application
Management tab on the top link bar.
2. On the Application Management page, in the SharePoint Site Management section,
click Site collection list.
3. On the Site Collection List page, in the URL column, click the URL for the site
collection to which you want to add a site. The full URL path for the site collection
appears in the URL box.
4. Copy and paste the full URL path into your browser, and then, on the home page of
the top-level site for the site collection, on the Site Actions menu, click Create.
5. On the Create page, in the Web Pages section, click Sites and Workplaces.
6. On the New SharePoint Site page, in the Title and Description section, type a title
and description for the site.
7. In the Web Site Address section, specify a URL for the site.
8. In the Template Selection section, select a template from the tabbed template
control.
9. Either change other settings, or click Create to create the site.
10. The new site opens.

After creating sites, you might want to configure alternate access mappings. Alternate access
mappings direct users to the correct URLs during their interaction with Office SharePoint Server
2007 (while browsing to the home page of a Office SharePoint Server 2007 Web site, for
example). Alternate access mappings enable Office SharePoint Server 2007 to map Web
requests to the correct Web applications and sites, and they enable Office SharePoint Server
2007 to serve the correct content back to the user. For more information, see Plan alternate
access mappings (Office SharePoint Server).

59
For information about how to perform this procedure using the Stsadm command-line tool, see
Createsite.

Configure the trace log
The trace log can be useful for analyzing problems that might occur. You can use events that are
written to the trace log to identify what configuration changes were made in Office SharePoint
Server 2007 before the problem occurred.
By default, Office SharePoint Server 2007 saves two days of events in the trace log files. This
means that trace log files that contain events that are older than two days are deleted. Whether
you are using the Office SharePoint Server Search service or the Windows SharePoint Services
Search service, we recommend that you configure the trace log to save seven days of events.
You can use the Diagnostic Logging page in Central Administration to configure the maximum
number of trace log files to maintain and how long (in minutes) to capture events to each log file.
By default, 96 log files are kept, each one containing 30 minutes of events.
96 log files * 30 minutes of events per file = 2880 minutes or two days of events.
You can also specify the location where the log files are written or accept the default path.

Configure the trace log to save seven days of events
1. In Central Administration, on the Operations tab, in the Logging and Reporting
section, click Diagnostic logging.
2. On the Diagnostic Logging page, in the Trace Log section, do the following:
• In the Number of log files box, type 336.
• In the Number of minutes to use a log file box, type 30.

Tip
To save 10,080 minutes (seven days) of events, you can use any
combination of number of log files and minutes to store in each log file.
3. Ensure that the path specified in the Path box has enough room to store the extra log
files or change the path to another location.

Tip
We recommend that you store log files on a hard drive partition that is used to
store log files only.
4. Click OK.

Trace log files can help you to troubleshoot issues related to configuration changes of either the
Office SharePoint Server Search service or the Windows SharePoint Services Search service.
Because problems related to configuration changes are not always immediately discovered, we
recommend that you save all trace log files that the system creates on any day that you make any
configuration changes related to either search service. Store these log files for an extended
period of time in a safe location that will not be overwritten. See step 3 in the previous procedure
to determine the location that the system stores trace log files for your system.

60
For information about how to perform this procedure using the Stsadm command-line tool, see
Logging and Events: Stsadm operation.

Download this book
This topic is included in the following downloadable book for easier reading and printing:
• Installation Guide for Microsoft Office SharePoint Server 2007
See the full list of available books at Downloadable books for Office SharePoint Server 2007.

61
Roadmap to Office SharePoint Server 2007
content
In this article:
• Office SharePoint Server 2007 content by audience
• Office SharePoint Server 2007 IT professional content by stage of the IT life cycle

Office SharePoint Server 2007 content by
audience
Each audience for Microsoft Office SharePoint Server 2007 can go to a specific Web site for
content that is tailored for that audience. The following table lists the audiences and provides links
to the content for each audience.

Information Workers IT Professionals

Content available on Content available on
Office Online TechNet

• Home page — a central portal for Information • TechCenter — a central portal for IT professional
Worker resources (http://go.microsoft.com/fwlink/? resources (http://go.microsoft.com/fwlink/?
LinkId=89166&clcid=0x409 ) LinkID=80125&clcid=0x409)
• Help and How To — an index for Information • Technical Library —an index for IT professional
Worker content (http://go.microsoft.com/fwlink/? content (http://go.microsoft.com/fwlink/?
LinkId=89167&clcid=0x409) LinkId=89168&clcid=0x409)
• Newly published content — an article that lists ne
or updated content in the Technical Library
(http://go.microsoft.com/fwlink/?
LinkId=89171&clcid=0x409)
• Downloadable books — an article that lists the
books available for download
(http://go.microsoft.com/fwlink/?
LinkId=89172&clcid=0x409)

Additionally, there is information for all users of SharePoint Products and Technologies at the
community and blog sites listed in the following table.

Community content and blogs

• SharePoint Products and Technologies community
portal — a central place for community information
62
Community content and blogs

(blogs, newsgroups, and so on) about SharePoint
Products and Technologies
(http://go.microsoft.com/fwlink/?
LinkId=88915&clcid=0x409)
• SharePoint Products and Technologies team
blog — a group blog from the teams who develop the
SharePoint Products and Technologies
(http://go.microsoft.com/fwlink/?
LinkId=88916&clcid=0x409)
• Support Center for Microsoft Office SharePoint
Server 2007 — a central place for issues and solutions
from Microsoft Help and Support
(http://go.microsoft.com/fwlink/?
LinkId=89555&clcid=0x409)

Office SharePoint Server 2007 IT professional
content by stage of the IT life cycle
IT Professional content for Office SharePoint Server 2007 follows the IT life cycle and includes
content appropriate for each stage in that cycle — evaluate, plan, deploy, and operate — plus
technical reference content. The following sections describe each stage in the IT life cycle and list
the content available to assist IT professionals during that stage. The most up-to-date content is
always available on the TechNet Web site.
We also offer downloadable books that cover each stage in the IT life cycle, plus books that cover
all stages of the lifecycle for a specific solution. For an updated list of all downloadable books
available for Office SharePoint Server 2007, see Downloadable books for Office SharePoint
Server 2007 (http://go.microsoft.com/fwlink/?LinkID=89172&clcid=0x409).

Evaluate
During the evaluation stage, IT professionals (including decision makers, solution architects, and
system architects) focus on understanding a new technology and evaluate how it can help them
address their business needs. The following table lists resources that are available to help you
evaluate Office SharePoint Server 2007.

Content Description Links

Online content Includes the most Product evaluation for Office SharePoint Server 2007
up-to-date (http://go.microsoft.com/fwlink/?LinkId=89180&clcid=0x409)
content. The
Technical Library

63
Content Description Links

on TechNet is
continually
refreshed with
new and updated
content.

Evaluation Provides Evaluation guide for Office SharePoint Server 2007
Guide overview, what's (http://go.microsoft.com/fwlink/?LinkId=83060&clcid=0x409)
new, and
conceptual
information for
understanding
Office SharePoint
Server 2007.

Evaluation Provides Evaluation guide for search in Office SharePoint Server
Guide for overview, what's 2007 (http://go.microsoft.com/fwlink/?
Search new, and LinkID=79614&clcid=0x409)
conceptual
information for
understanding
how searching
works in Office
SharePoint Server
2007.

Plan
During the planning stage, IT professionals have different needs depending on their role within an
organization. If you are focused on designing a solution, including determining the structure,
capabilities, and information architecture for a site, you might want information that helps you to
determine which capabilities of Office SharePoint Server 2007 you want to take advantage of,
and that helps you to plan for those capabilities and to tailor the solution to your organization's
needs. On the other hand, if you are focused on the hardware and network environment for your
solution, you might want information that helps you to structure the server topology, plan
authentication methods, and understand system requirements for Office SharePoint Server 2007.
We have planning content, including worksheets, to address both of these needs.
The following table lists resources that are available to help you plan for using Office SharePoint
Server 2007.

Content Description Links

Online content Includes the most Planning and architecture for Office SharePoint Server

64
Content Description Links

up-to-date content. 2007 (http://go.microsoft.com/fwlink/?
The Technical LinkId=89404&clcid=0x409)
Library on TechNet
is continually
refreshed with new
and updated
content.

Planning Provides in-depth Planning and architecture for Office SharePoint Server, part
Guide, Part 1 planning 1 (http://go.microsoft.com/fwlink/?LinkID=79552)
information for
application
administrators
designing a
solution based on
Office SharePoint
Server 2007.

Planning Provides in-depth Planning and architecture for Office SharePoint Server, part
Guide, Part 2 planning 2 (http://go.microsoft.com/fwlink/?LinkID=85548)
information for IT
professionals
designing the
environment to
host a solution
based on Office
SharePoint Server
2007.

Deploy
During the deployment stage, you configure your environment, install Office SharePoint Server
2007, and then start creating SharePoint sites. Depending on your environment and your
solution, you may have several configuration steps to perform for your servers, for your Shared
Services Providers, and for your sites. Additionally, you may have templates, features, or other
custom elements to deploy into your environment.
The process of upgrading from a previous version product, such as Microsoft Office SharePoint
Portal Server 2003, Microsoft Content Management Server 2002, or Windows SharePoint
Services, is also part of the deployment stage of the IT life cycle, and we have content that
addresses planning for upgrade, performing the upgrade, and performing post-upgrade steps.
The following table lists resources that are available to help you deploy or upgrade to Office
SharePoint Server 2007.

65
Content Description Links

Online content Includes the Deployment for Office SharePoint Server 2007
most up-to-date (http://go.microsoft.com/fwlink/?LinkID=76139&clcid=0x409)
content. The
Technical
Library on
TechNet is
continually
refreshed with
new and
updated
content.

Deployment Provides in- Deployment for Office SharePoint Server 2007
Guide depth (http://go.microsoft.com/fwlink/?LinkID=79589)
deployment
information for
Office
SharePoint
Server 2007.

Upgrade Guide Provides Upgrading to Office SharePoint Server 2007
overview and in- (http://go.microsoft.com/fwlink/?LinkId=85556)
depth
information for
upgrading from
a previous
version product
to Office
SharePoint
Server 2007.

Migration and Provides cross- Migration and Upgrade Information for SharePoint
Upgrade for audience (IT Developers
SharePoint and developer) (http://go.microsoft.com/fwlink/?LinkId=89129&clcid=0x409)
Developers information for
migration and
upgrade from a
previous version
product to Office
SharePoint
Server 2007.

66
Operate
After deployment, in which you install and configure your environment, you move to the
operations stage. During this stage, you are focused on the day-to-day monitoring, maintenance
and tuning of your environment.
The following table lists resources that are available to help with day-to-day operations for Office
SharePoint Server 2007.

Content Description Links

Online content Includes the most Operations for Office SharePoint Server 2007
up-to-date (http://go.microsoft.com/fwlink/?LinkId=89407&clcid=0x409)
content. The
Technical Library
on TechNet is
continually
refreshed with
new and updated
content.

Security and Protection
Because security and protection are concerns during all phases of the IT life cycle, appropriate
content for security and protection is included in the content for each life cycle stage. However, an
aggregate view of this content is provided in a Security and Protection section of the
documentation. The following table lists resources that are available to help you understand
security and protection for Office SharePoint Server 2007.

Content Description Links

Online content Includes the most Security and protection for Office SharePoint Server 2007
up-to-date (http://go.microsoft.com/fwlink/?LinkId=89408&clcid=0x409)
content. The
Technical Library
on TechNet is
continually
refreshed with
new and updated
content.

Technical Reference
Technical reference information supports the content for each of the IT life cycle stages by
providing the technical information you need to work with Office SharePoint Server 2007. For

67
example, the Technical Reference content has information about how permissions work, how to
perform operations from the command line, and how to use Setup.exe from the command line.
The following table lists resources that are available to help you use Office SharePoint Server
2007.

Content Description Links

Online content Includes the most Technical Reference for Office SharePoint Server 2007
up-to-date (http://go.microsoft.com/fwlink/?LinkId=89445&clcid=0x409)
content. The
Technical Library
on TechNet is
continually
refreshed with
new and updated
content.

Solutions
In addition to these IT life cycle–specific resources, we also offer several solution guides that help
you plan, deploy, and operate a specific type of solution based on Office SharePoint Server 2007.
For a current list of solution guides for Office SharePoint Server 2007, see Downloadable books
for Office SharePoint Server 2007 (http://go.microsoft.com/fwlink/?LinkID=89172&clcid=0x409).

68
White paper: Evaluation guide for Office
SharePoint Server 2007
This evaluation guide is designed to give you a solid understanding of the design goals and
feature set for Microsoft Office SharePoint Server 2007 and a familiarity with the product
implementation. It provides an overview of the solutions and benefits provided by Office
SharePoint Server 2007, along with descriptions of new and improved features in the areas of
portal, search, content management, business forms and integration, and business intelligence. It
also provides a hands-on tour of the product’s main feature areas and concludes with useful
information for administrators and developers.
The ultimate goal of this guide is to aid the reader in performing a thorough and effective
evaluation of Office SharePoint Server 2007. This guide is intended for anyone who is interested
in learning more about Office SharePoint Server 2007 and wants hands-on experience.
Download this guide as a Microsoft Word document (.doc).
Evaluation guide for Office SharePoint Server 2007 (http://go.microsoft.com/fwlink/?
LinkId=83060&clcid=0x409)

69
White paper: Evaluation guide for search in
Office SharePoint Server 2007
This evaluation guide is designed to present a solid understanding of the search capabilities in
Microsoft Office SharePoint Server 2007. It provides an overview of search solutions from
Microsoft, gives a hands-on tour of the product, and concludes with useful information for
administrators and developers. IT professionals should use this guide to perform a thorough and
effective evaluation of Microsoft search functionality in Office SharePoint Server 2007.
Evaluation guide for search in Office SharePoint Server 2007 (http://go.microsoft.com/fwlink/?
LinkID=79614&clcid=0x409)

70