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Module 1 Introducing SharePoint 2010

Module 1 Introducing SharePoint 2010. Module Overview. Evaluating the Features of SharePoint 2010 Preparing for SharePoint 2010 Installing SharePoint 2010 Advanced Installation of SharePoint 2010. Lesson 1: Evaluating the Features of SharePoint 2010.

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Module 1 Introducing SharePoint 2010

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  1. Module 1 Introducing SharePoint 2010

  2. Module Overview • Evaluating the Features of SharePoint 2010 • Preparing for SharePoint 2010 • Installing SharePoint 2010 • Advanced Installation of SharePoint 2010

  3. Lesson 1: Evaluating the Features of SharePoint 2010 • The Value Proposition of SharePoint 2010 • The SharePoint Platform • SharePoint Products and Technologies • Sites • Communities • Content • Search • Insights • Composites

  4. The Value Proposition of SharePoint 2010 • SharePoint is the business collaboration platform for the enterprise and the Internet • SharePoint enables your enterprise to • Deliver the best productivity experience • Cut costs with a unified infrastructure • Rapidly respond to business needs • SharePoint does this by providingcapabilities • Sites, communities, content,search, insights and composites Sites Composites Communities Insights Content Search

  5. The SharePoint Platform Custom Solutions Microsoft and ISV Solutions SharePoint Server SharePoint Foundation IIS SQL Server Identity Services .NET Framework Windows Server 2008/R2

  6. SharePoint Products and Technologies • SharePoint Foundation 2010 • SharePoint Server 2010 for Intranet Scenarios • Standard or Enterprise Client Access License • SharePoint Server 2010 for Internet Sites, Standard or Enterprise • Office Web Apps • FAST Search for SharePoint 2010 • FAST Search for SharePoint 2010 for Internet Sites • Search Server 2010 and Search Server Express 2010 • Developer Tools • Visual Studio 2010 • SharePoint Designer 2010 • Clients • Office client applications • SharePoint Workspace 2010 • SharePoint Mobile • Servers • Duet Enterprise for Microsoft SharePoint and SAP • Project Server • Dynamics Custom Solutions Microsoft and ISV Solutions SharePoint Server SharePoint Foundation

  7. SharePoint Capabilities Sites Composites Communities Insights Content Search

  8. Sites • Content delivery • Content personalization • Manageability and scalability • Customization and extensibility • Interoperability and platform consolidation Sites Composites Communities Insights Content Search

  9. Communities • Enterprise collaboration • Identity and profile • User generated content and feedback • Business communities • Manageability and extensibility Sites Composites Communities Insights Content Search

  10. Communities Shared Calendars Discussion Board Blogs Comments Document Libraries Podcasting Versioning Microblogging Wikis Task Lists Surveys Tags Profiles Ratings Enterprise Collaboration capabilities Social Communities Business Communities

  11. Content • Support for content and interaction with content • Document and records management • Definition of content and metadata • Manageability and extensibility Sites Composites Communities Insights Content Search

  12. Search • People and expertise search • Content sources, indexing, and query • Results and relevance • User search experience • Manageability and extensibility Sites Composites Communities Insights Content Search

  13. Insights • Business intelligence: Self service access to information users need to manage their aspect of business • Information sources • Presentation and visualization of information Sites Composites Communities Insights Content Search

  14. Composites No Code Solution • Access Services: Publish Access databases as web apps • Business Connectivity Services • Read-write access to back-end data • Disconnected experience: Outlook, Word, SharePoint Workspace • Customizations: Browser, SharePoint Designer • Workflows: Out-of-box, SharePoint Designer, Visio • Forms: Customized Web forms or forms-based applications • Visio: Publish diagrams, interact with objects and data • Manageability • Governance over all no-code solutions features • Control over infrastructure, data, and applications Sites Composites Communities Insights Content Search

  15. Lesson 2: Preparing for SharePoint 2010 • Roles and Topologies in SharePoint Farms • Infrastructure Requirements • Infrastructure Options • Overview of SharePoint Licensing • Role, Software and Configuration Prerequisites • Installing Prerequisites • Additional Prerequisites • SharePoint, SQL Server, and Active Directory • Service Accounts • Client Browser and Application Requirements

  16. Roles and Topologies in SharePoint Farms • Roles • Web Front-End (WFE) • Database (SQL) • Application Server • Central Administration • Service Applications (SAs) such as search • Office Web Apps • Topologies • Single-server: all roles • Single WFE, SQL • Two WFEs (redundant web apps and services), SQL • Multiple servers providing redundancy and performance optimization based on the allocation of services, SQL cluster

  17. Infrastructure Requirements • CPUs: 4-core, 2.5 GHz, 8GB RAM • 64-bit only • Operating system • Windows Server 2008 SP2 x64 • Windows Server 2008 R2 [x64] • SQL Server • SQL Server 2005 SP3 with Cumulative Update 3 x64 • SQL Server 2008 SP1 with Cumulative Update 2 or 5+ x64 • SQL Server 2008 R2 x64 • Latest service packs and updates • Details on TechNet • http://go.microsoft.com/fwlink/?LinkID=196879&clcid=0x409

  18. Infrastructure Options • Development • Development platform • Windows Vista x64 SP2+, Windows 7 x64 • 4GB+ RAM • SharePoint as a Service • Microsoft Online: Business Productivity Online Suite (BPOS) • SharePoint Online for Internet Sites • SharePoint Online: Dedicated servers • Office Live and Windows Live

  19. Overview of SharePoint Licensing • Windows Server 2008 or Windows Server 2008 R2 • Server license plus client access license (CAL) for each user • Per-user CAL is most common • SQL Server Express – no license required • SQL Server • Server product license • Per-processor license is most common • SharePoint Foundation 2010 – no additional license required • SharePoint Server 2010 • Server product license • Standard CAL or Standard+Enterprise CAL for each user • Licenses for other products and technologies • Microsoft Office 2010

  20. Role, Software and Configuration Prerequisites • Server Roles: Web Server (IIS), Application Server • Hotfix for Microsoft Windows (KB976394 / KB976462) • Windows Identity Foundation (KB974405) • Microsoft Sync Framework Runtime v1.0 (x64) • Microsoft Chart Controls for Microsoft .NET Framework 3.5 • Microsoft Filter Pack 2.0 • Microsoft SQL Server 2008 Analysis Services ADOMD.NET • Microsoft Server Speech Platform Runtime (x64) • Windows PowerShell 2.0 • Optional: Microsoft Server Speech Recognition Language • Optional: Microsoft SQL Server 2008 R2 Reporting Services Add-in for SharePoint Technologies (SSRS) • http://go.microsoft.com/fwlink/?LinkID=106209

  21. Installing Prerequisites • Install SQL Server, service packs and updates • Microsoft SharePoint 2010 Products Preparation Tool • Also known as the Prerequisite Installer • Log on as the setup user, SP_Admin • Launch from the SharePoint Server 2010 Start page • Configures roles and settings • Installs missing prerequisites • Downloads prerequisites from the Internet • Provides links for manual download • Scripted installation of prerequisites from a custom location • Use the log to troubleshoot any errors • Link to log in %temp% appears in the final page of the Wizard • If an error is found, fix it then re-run the installer

  22. SharePoint Server 2010 Installation Screen

  23. Additional Prerequisites • ADO.NET Data Service Update • http://go.microsoft.com/fwlink/?LinkID=196880&clcid=0x409 • Used for services like REST web services • For Claims: KB 979917 for ASP.NET • http://go.microsoft.com/fwlink/?LinkID=196882&clcid=0x409 • Disable loopback checking • http://go.microsoft.com/fwlink/?LinkID=196884&clcid=0x409 • Production: Method 1 only (more secure) • Development/Testing: Method 2 is OK

  24. SharePoint, SQL Server, and Active Directory • Active Directory • Identity • Authentication • SQL Server • Configuration • Content • Services run with credentials stored in Active Directory • SharePoint • Services run with credentials stored in Active Directory • SQL logins for Active Directory accounts provide access to SQL

  25. Service Accounts • SQL Server service account: SVC_SQL • Setup user account (human being): SP_Admin • In the local Administrators group of each server in the farm • SQL Server login with securityadmin and dbcreator server roles • SharePoint_Shell_Access database role for Windows PowerShell • Server farm account (service): SP_Farm • Given roles and permissions automatically • Add to the local Administrators group of each SharePoint server • Web and service application pool account(s): SP_Service • Permissions depend on the service or application • Search crawler (indexer) account: SP_Crawl • Assign Read permission to all indexed content sources • User Profile Synchronization account: SP_Sync

  26. Client Browser and Application Requirements • Level 1 browsers on Windows • Internet Explorer 7 and Internet Explorer 8 (32-bit) • Mozilla Firefox 3.5* (some ActiveX features do not work) • Level 2 browsers • Apple Safari 4.x and Firefox 3.5 on Apple Mac OS X Snow Leopard • Internet Explorer 7 and Internet Explorer 8 (64-bit) on Windows • Firefox 3.5 on UNIX/Linux 8.1 • Other browsers • Published sites • Page designer targets supported browsers • Authors use standards-based (Level 1) browser to author content • SharePoint compatible applications • Microsoft Office 2003 or later, SharePoint Mobile

  27. Lesson 3: Installing SharePoint 2010 • Process for Installing and Configuring SharePoint 2010 • Configuration Parameters Checklist • Walkthrough: Install SharePoint to Create a Single-Server Farm • Walkthrough: Configure SharePoint on a Single-Server Farm

  28. Process for Installing and Configuring SharePoint 2010 • Install prerequisites • User interface • PrerequisiteInstaller.exe with switches or PrerequisiteInstallerArguments.txt file • Install SharePoint binaries • User interface • setup.exe • Configure SharePoint • SharePoint Products Configuration Wizard • psconfig.exe • Configure Farm • Farm configuration wizard • Manual configuration: Central Administration, Windows PowerShell, stsadm.exe

  29. Configuration Parameters Checklist To install and configure SharePoint, you must know or determine: • The user name and password for each SharePoint account • SP_Admin, SP_Farm, SP_Service, SP_Crawl • SQL Server configuration • Server name • Instance name, if not the default instance • SharePoint configuration database name: SharePoint_Config • TCP port number for the Central Administration web site • Farm passphrase • SharePoint product key

  30. Walkthrough: Install SharePoint to Create a Single-Server Farm • Log on as the setup user: SP_Admin • Launch the SharePoint Installation Screen • Launch installation • User Account Control • Setup wizard steps: • Product Key • Software License Agreement • Server Farm or Standalone installation type • File location • Complete or Stand-Alone installation • Installation progress • Installation complete Installation Steps

  31. Walkthrough: Configure SharePoint on a Single-Server Farm • Log on as the setup user: SP_Admin • Launch the SharePoint Products Configuration Wizard • Launched automatically after installationor • Start – All Programs – Microsoft SharePoint 2010 Products • Steps • Welcome • Restart services warning • Create a new server farm • Database configuration and farm account • Farm passphrase Configuration Steps

  32. Lesson 4: Advanced Installation of SharePoint 2010 • Overview of Scripted Installation • Scripted Installation of Prerequisites • Scripted Installation of SharePoint Server • Scripted Configuration of SharePoint and the Farm • Language Packs

  33. Overview of Scripted Installation • Why script install? • Save time • Ensure consistency • Enable server provisioning • Implemented through • PrerequisiteInstaller.exe switches • Config.xml • Windows PowerShell cmdlets

  34. Scripted Installation of Prerequisites • PrerequisiteInstaller.exe switches • /unattended • /SQLNCli • /KB976462 • /IDFXR2 • /Sync • /ChartControl • /FilterPack • /ADOMD • /Speech • /SpeechLPK • /ReportingServices • Add to command line or • Create a PrequisiteInstaller.Arguments.txtfile with all switches

  35. Scripted Installation of SharePoint Server • Create or modify config.xml • See samples in the FILES folder in the SharePoint distribution • Remove comment tags (<!-- and -->) from the PIDKEY value • setup.exe /config:path\config.xml • Monitoring unattended installation • Monitor %temp%\SharePoint Server Setup*.log • Task Manager processes including msiexec.exe, setup.exe, mscorsvw.exe, psconfig.exe

  36. Scripted Configuration of SharePoint and the Farm • The following Windows PowerShell cmdlets perform the same tasks as the SharePoint Products Configuration Wizard for the first server in a new SharePoint farm • New-SPConfigurationDatabase • Initialize-SPResourceSecurity • Install-SPService • Install-SPFeature • New-SPCentralAdministration • Install-SPHelpCollection • Install-SPApplicationContent • Service applications and services are then configured with Windows PowerShell

  37. Language Packs • Installation process • Windows language files • SharePoint installation and configuration • Language packs • What changes are made by language packs • What does not change • Upgrade alert

  38. Lab: Installing SharePoint 2010 • Exercise 1: Creating Active Directory Accounts for SharePoint • Exercise 2: Installing SharePoint Server Prerequisites • Exercise 3: Installing SharePoint Server • Exercise 4: Configuring the SharePoint Installation • Exercise 5: Configuring the Farm with the Farm Configuration Wizard • Exercise 6 (Optional): Installing a Language Pack Logon information Estimated time: 30 minutes

  39. Scenario • You have been asked to deploy a SharePoint farm to support Contoso’s strategic initiatives related to enterprise collaboration. This single server farm will act as a prototype, and will be used to by executives, developers and end users to evaluate the new features of SharePoint Server 2010.

  40. Module Review and Takeaways • Review Questions

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