Getting Started With Office Share Point Server

Getting Started with Office SharePoint Server Microsoft Corporation Published: June 2008 Author: Windows SharePoint Services IT User Assistance ([email protected]) 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.

Contents

Introduction to Getting Started for Office SharePoint Server 2007............................................. .....4 What's new for IT professionals in Office SharePoint Server 2007................................. ................4 Administration model enhancements..................................................................................... ......5 Centralized configuration and management................................................................... ..........5 Three-tier administration model.......................................................................................... ......5 Farm-based Central Administration user interface............................................ .......................6 Delegation of administrative responsibilities and roles................................................ .............6 New and improved compliance features and capabilities.......................................... ..................6 Policy management.......................................................................................................... ........6 Auditing and logging......................................................................................................... ........6 Item-level access control................................................................................................ ..........6 Document lifecycle management...................................................................... .......................7 Administrator access control.............................................................................. ......................7 New and improved operational tools and capabilities...................................................... ............7 Backup and recovery support............................................................................................. ......7 Upgrade and migration support..................................................................................... ...........7 Monitoring support.................................................................................................................. ..8 Host header mode............................................................................................................. .......8 Server renaming................................................................................................................ .......8 Credential management............................................................................................ ...............8 Improved support for network configuration.............................................................................. ...8 Alternate access mappings................................................................................. .....................8 Pluggable authentication........................................................................................... ...............9 1

SQL Server authentication.............................................................................. .........................9 Extensibility enhancements..................................................................................... ....................9 Determine hardware and software requirements (Office SharePoint Server).................................9 About hardware and software requirements.................................................................. ..............9 Stand-alone installation..................................................................................... ........................10 Hardware requirements................................................................................................ ..........10 Software requirements...................................................................................... .....................10 Database...................................................................................................................... .......11 Operating system................................................................................................ ................11 Windows components............................................................................................... ..........12 Microsoft .NET Framework 3.0................................................................ ...........................12 Server farm installation................................................................................................. .............13 Application server........................................................................................................... ........13 Hardware requirements.......................................................................... ............................13 Software requirements............................................................................................. ...........13 Front-end Web server................................................................................ ............................15 Hardware requirements.......................................................................... ............................15 Software requirements............................................................................................. ...........15 Database server........................................................................................................ .............15 Plan browser support (Office SharePoint Server).................................................. .......................16 About browser support............................................................................................................. ..16 Levels of browser support....................................................................................................... ...16 Level 1 Web browsers................................................................................................. ...........16 Level 2 Web browsers................................................................................................. ...........17 Feature-specific compatibility listed by Web browser....................................... .........................17 Install Office SharePoint Server 2007 on a stand-alone computer........................................... .....19 Hardware and software requirements................................................................................. .......20 Configure the server as a Web server................................................................... ....................20 Install and configure IIS................................................................................................ ..........20 Install the Microsoft .NET Framework version 3.0................................................... ...............21 Enable ASP.NET 2.0.............................................................................................................. .21 Install and configure Office SharePoint Server 2007 with Microsoft SQL Server 2005 Express Edition............................................................................................................... .....................21 Post-installation steps......................................................................................................... .......23 Download this book............................................................................................ .......................24 Deploy in a simple server farm (Office SharePoint Server).................................................. .........24 Deployment overview........................................................................................ ........................24 Deploying Office SharePoint Server 2007 in a DBA environment.......................................25 Suggested topologies.................................................................................................... .........25 Before you begin deployment........................................................................................... ......25 Overview of the deployment process........................................................... ..........................26 Phase 1: Deploy and configure the server infrastructure.............................. ......................26 Phase 2: Create and configure a Shared Services Provider................................... ............27 2

Phase 3: Create site collections and SharePoint sites.............................................. ..........27 Deploy and configure the server infrastructure.......................................................... ................27 Security account requirements................................................................................... ............27 Prepare the database server....................................................................................... ...........27 SQL Server and database collation................................................................................... ..28 Required accounts............................................................................................... ...............28 Verify that servers meet hardware and software requirements............................................... 29 Install and configure IIS.......................................................................... ............................29 Install the Microsoft .NET Framework version 3.0.......................................................... .....30 Enable ASP.NET 2.0........................................................................................ ...................30 Run Setup and build the farm........................................................................................... ......31 Recommended order of configuration....................................................................... ..........31 Add servers to the farm.................................................................................................. .....32 Run Setup on the first server............................................................................................ ......32 Run the SharePoint Products and Technologies Configuration Wizard..................................33 Add the SharePoint Central Administration Web site to the list of trusted sites......................35 Configure proxy server settings to bypass the proxy server for local addresses....................35 Add servers to the farm........................................................................................... ...............35 Run the SharePoint Products and Technologies Configuration Wizard on additional servers 37 Start the Windows SharePoint Services Search service (optional)........................................37 Stop the Central Administration service on all index servers....................................... ...........38 Disable the Windows SharePoint Services Web Application service on all servers not serving content............................................................................................................... .................38 Create and configure a Shared Services Provider............................................................... ......38 Start the Office SharePoint Server Search service............................................................. ....39 Create a Web application to host the SSP and create the SSP.............................................40 Perform additional configuration tasks................................................................................ .......41 Create a site collection and a SharePoint site...................................................... .....................42 Configure the trace log...................................................................................... ........................45 Download this book............................................................................................ .......................46 Roadmap to Office SharePoint Server 2007 content............................................. .......................46 Office SharePoint Server 2007 content by audience.............................................. ...................47 Office SharePoint Server 2007 IT professional content by stage of the IT life cycle..................48 Evaluate............................................................................................................ .....................48 Plan.......................................................................................................................... ..............48 Deploy..................................................................................................................... ...............49 Operate............................................................................................................. .....................50 Security and Protection..................................................................................... .....................50 Technical Reference....................................................................................................... ........50 Solutions..................................................................................................... ...........................50 White paper: Evaluation guide for Office SharePoint Server 2007.......................................... ......51 White paper: Evaluation guide for search in Office SharePoint Server 2007................................51

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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. •

"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.

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

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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 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 farmlevel 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. 5

•

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. •

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 6

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; 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. 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 7

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: 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.

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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 workflowenabled business applications.

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 9

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.

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 partition with a

NTFS file system–formatted partition with 3 GB of free

minimum of 3 GB of free space

space plus adequate free space for your Web sites

DVD drive

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

Drive

accessible drive Display

1024 × 768

1024 × 768 or higher resolution monitor

Network

56 kilobits per second (Kbps) connection

56 Kbps or faster connection between client computers and

between client 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.

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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 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. 11

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). 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.

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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 partition with a

NTFS file system–formatted partition with 3 GB of free space

minimum of 3 GB of free space

plus adequate free space for your data storage requirements

DVD drive

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

Drive

accessible drive Display

1024 × 768

Network

•

1024 × 768 or higher resolution monitor 56 Kbps connection between

•

56 Kbps or faster connection between client

client computers and server

computers and server

•

•

For connections between

computers in your server farm,

For connections between computers in your

server farm, 1 gigabit per second (Gbps) connection

100 megabits per second (Mbps) 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

13

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, 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.

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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 partition

NTFS file system–formatted partition with 3 GB of free space

with a minimum of 3 GB of free space

plus adequate free space for your data storage requirements

DVD drive

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

Drive

drive Display

1024 × 768

Network

•

1024 × 768 or higher resolution monitor 56 Kbps connection

•

56 Kbps or faster connection between client

between client computers and

computers and server

server

•

•

server farm, 1 Gbps connection

For connections between

For connections between computers in your

computers in your server farm, 100 Mbps 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). 15

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).

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.

16

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 7.2 Netscape Navigator 8.1

X X

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

Navigator 7.2

Navigator 8.1

Safari 2.0

Connect to Outlook/Client

Y (1)

Y (1)

Y (1)

Y (1)

Y (1)

Context menu

Y

Y

Y

Y

Y

Drag and Drop (of Web Parts)

Y (2)

Y (2)

Y (2)

Y (2)

Y (2)

Edit in Datasheet view

N

N

N

N

N

Edit In (Microsoft Office application)

N

N

N

N

N

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 Connections

N

N

N

N

N

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) 17

Feature

Firefox 1.5

Mozilla 1.7

Navigator 7.2

Navigator 8.1

Safari 2.0

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 Spreadsheet

Y (9)

Y (9)

Y (9)

Y (9)

Y (9)

Date Picker Control

N(10)

N(10)

N(10)

N(10)

N(10)

Summary Links Web Part

Y

Y

Y

Y

Y (11)

Excel Calculation Services

Y

Y

Y

Y

N

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 Filtering (Excel Services)

N

N

N

N

N

Signing forms (Forms Server)

Y (14)

Y (14)

Y (14)

Y (14)

Y (14)

Rich Text (InfoPath)

N (15)

N (15)

N (15)

N (15)

N (15)

Rich text editing in Forms Server forms

N

N

N

N

N

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.

18

(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. (15) The rich text is read-only by default. If you try to edit the text, all rich-text formatting is lost.

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 standalone 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. 19

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). 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.

20

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 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

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 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. 21

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.

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

22

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 email 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. •

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 . 23

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.

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. 24

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

25

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. 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:

26

•

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. 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 27

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 Service

This account is used as the

SQL Server prompts for this account during SQL Server Setup. You

Account

service account for the following

have two options:

SQL Server services: •

MSSQLSERVER

•

Assign one of the built-in system accounts (Local

System, Network Service, or Local Service) to the logon for the configurable SQL Server services. For more

•

information about these accounts and security SQLSERVERAGENT

considerations, refer to the Setting Up Windows Service

If you are not using the default

Accounts topic

instance, these services will be

(http://go.microsoft.com/fwlink/?LinkId=121664&clcid=0x40

shown as:

9) in the SQL Server documentation.

•

•

MSSQL$InstanceNam

additional steps required to configure Service Principal

e

Names (SPNs) in Active Directory in order to support

•

Kerberos authentication, which SQL Server uses.

Assign a domain user account to the logon for the

service. However, if you use this option you must take the

SQLAgent$InstanceNa me Setup user account

The Setup user account is used

•

Domain user account

to run the following:

•

Member of the Administrators group on each server

•

Setup on each

•

•

Server

The SharePoint

Products and 28

on which Setup is run

server

SQL Server login on the computer running SQL

Account

Purpose

Requirements •

Technologies

Member of the following SQL Server security roles:

Configuration Wizard

•

securityadmin fixed server role

•

•

dbcreator fixed server role

The PSConfig

command-line tool •

The Stsadm

command-line tool

If you run Stsadm command-line tool commands that read from or write to a database, this account must be a member of the db_owner fixed database role for the database.

Server farm

The Server farm account is used

•

Domain user account.

account/Database

to:

•

If the server farm is a child farm with Web applications

access account

•

Act as the

that consume shared services from a larger farm, this

application pool identity

account must be a member of the db_owner fixed

for the SharePoint

database role on the configuration database of the larger

Central Administration

farm.

application pool.

Additional permissions are automatically granted for this account on

•

Web servers and application servers that are joined to a server

Run the Windows

SharePoint Services

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

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. 29

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). 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. 30

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. 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 Services)

Complete 31

Server type

Installation type

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. 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. 32

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. 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.)

33

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

34

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 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.

35

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. 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. 36

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 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. 37

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. 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 38

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. 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. 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. 39

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. 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. 40

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. 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 email 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.

41

•

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 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. 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. 42

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_). 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. 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 43

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.

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 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. 44

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). 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. 45

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. 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.

Roadmap to Office SharePoint Server 2007 content In this article:

46

•

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

Developers

Content available on

Content available on

Content available on

Office Online

TechNet

MSDN

•

Home

•

TechCenter — a central portal for IT

•

Developer Portal — a

page — a central

professional resources

central portal for developer

portal for

(http://go.microsoft.com/fwlink/?LinkID=80125&cl

resources

Information

cid=0x409)

(http://go.microsoft.com/fwli

Worker

•

nk/?LinkID=88846&clcid=0x

resources

professional content

409)

(http://go.microso

(http://go.microsoft.com/fwlink/?

•

ft.com/fwlink/?Lin

LinkId=89168&clcid=0x409)

index for developer content

•

(http://go.microsoft.com/fwli

kId=89166&clcid =0x409 ) •

Help and

Technical Library —an index for IT

Newly published content — an article that

lists new or updated content in the Technical

nk/?LinkID=88847&clcid=0x

Library

409)

How To — an

(http://go.microsoft.com/fwlink/?LinkId=89171&cl

index for

cid=0x409)

Information Worker content (http://go.microso ft.com/fwlink/?Lin kId=89167&clcid

MSDN Library — an

•

Downloadable books — an article that lists

the books available for download (http://go.microsoft.com/fwlink/?LinkId=89172&cl cid=0x409)

=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

(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)

47

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 up-to-date content. The

Product evaluation for Office SharePoint Server 2007

Technical Library on TechNet is continually

(http://go.microsoft.com/fwlink/?LinkId=89180&clcid=0x40

refreshed with new and updated content.

9)

Provides overview, what's new, and

Evaluation guide for Office SharePoint Server 2007

conceptual information for understanding

(http://go.microsoft.com/fwlink/?LinkId=83060&clcid=0x40

Office SharePoint Server 2007.

9)

Evaluation Guide

Provides overview, what's new, and

Evaluation guide for search in Office SharePoint Server

for Search

conceptual information for understanding

2007

how searching works in Office SharePoint

(http://go.microsoft.com/fwlink/?LinkID=79614&clcid=0x4

Server 2007.

09)

Evaluation Guide

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 up-to-date content. The

Planning and architecture for Office SharePoint

Technical Library on TechNet is continually

Server 2007

48

Content

Description

Links

refreshed with new and updated content.

(http://go.microsoft.com/fwlink/?LinkId=89404&clcid=0 x409)

Planning Guide,

Provides in-depth planning information for

Planning and architecture for Office SharePoint

Part 1

application administrators designing a solution

Server, part 1

based on Office SharePoint Server 2007.

(http://go.microsoft.com/fwlink/?LinkID=79552)

Planning Guide,

Provides in-depth planning information for IT

Planning and architecture for Office SharePoint

Part 2

professionals designing the environment to host Server, part 2 a solution based on Office SharePoint Server

(http://go.microsoft.com/fwlink/?LinkID=85548)

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.

Content

Description

Links

Online content

Includes the most up-to-date content. The

Deployment for Office SharePoint Server 2007

Technical Library on TechNet is continually

(http://go.microsoft.com/fwlink/?LinkID=76139&clcid

refreshed with new and updated content.

=0x409)

Provides in-depth deployment information for

Deployment for Office SharePoint Server 2007

Office SharePoint Server 2007.

(http://go.microsoft.com/fwlink/?LinkID=79589)

Provides overview and in-depth information

Upgrading to Office SharePoint Server 2007

for upgrading from a previous version product

(http://go.microsoft.com/fwlink/?LinkId=85556)

Deployment Guide

Upgrade Guide

to Office SharePoint Server 2007. Migration and

Provides cross-audience (IT and developer)

Migration and Upgrade Information for SharePoint

Upgrade for

information for migration and upgrade from a

Developers

SharePoint

previous version product to Office SharePoint

(http://go.microsoft.com/fwlink/?LinkId=89129&clcid=

Developers

Server 2007.

0x409)

49

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 up-to-date content. The

Operations for Office SharePoint Server 2007

Technical Library on TechNet is continually

(http://go.microsoft.com/fwlink/?LinkId=89407&clcid=

refreshed with new and updated content.

0x409)

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 up-to-date content. The

Security and protection for Office SharePoint Server

Technical Library on TechNet is continually

2007

refreshed with new and updated content.

(http://go.microsoft.com/fwlink/?LinkId=89408&clcid= 0x409)

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 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 up-to-date content. The

Technical Reference for Office SharePoint Server 2007

Technical Library on TechNet is continually

(http://go.microsoft.com/fwlink/?LinkId=89445&clcid=0x409)

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 50

SharePoint Server 2007, see Downloadable books for Office SharePoint Server 2007 (http://go.microsoft.com/fwlink/?LinkID=89172&clcid=0x409).

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)

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)

51