2011

Install SharePoint
Server 2010
Installation and configuration for
development
This tutorial helps you to install SharePoint Server 2010. It shows you step-by-step
how to setup requirements like Windows Server 2008 R2 including roles and
features, administrative and service accounts as well as SQL Server 2008 R2. With
these requirements installed you are able to deploy SharePoint Server 2010.

Get more tutorials at

http://sharepoint-tutorial.net/
Need a SharePoint book?
http://sharepoint-book.net/
SharePoint resources
http://andreasglaser.net/

Disclaimer
THIS INFORMATION IS PROVIDED AS IS WITHOUT ANY WARRANTY OF ANY KIND.
All trademarks are property of their respective owners.
Copyright 2011

Andreas Glaser Software Engineering GmbH

Version: 1.1, 3/9/2011

Overview

Table of contents
1.

2.

3.

4.

5.

6.

7.

Overview .............................................................................................................................. 2
1.1.

Hardware requirements .......................................................................................................... 3

1.2.

Software requirements ........................................................................................................... 4

Windows Server 2008 R2 ....................................................................................................... 5

2.1.

Installation ............................................................................................................................... 5

2.2.

Updates ................................................................................................................................... 6

2.3.

Configuration ........................................................................................................................... 7

2.3.1

Computer settings ........................................................................................................... 7

2.3.2

Network settings ............................................................................................................. 8

2.3.3

Remote Desktop .............................................................................................................. 9

2.3.4

Firewall settings ............................................................................................................... 9

2.3.5

IE Enhanced Security Configuration .............................................................................. 10

Windows Server 2008 R2 - Roles and features...................................................................... 11

3.1.

Active Directory ..................................................................................................................... 11

3.2.

Web Server (IIS) and Application Server ............................................................................... 14

3.3.

Pop3, SMTP, Outlook............................................................................................................. 18

3.4.

Windows PowerShell Integrated Scripting Environment (ISE) .............................................. 18

Administrative and service accounts .................................................................................... 19

4.1.

Accounts ................................................................................................................................ 19

4.2.

Assign permission .................................................................................................................. 20

4.2.1

SQL Server service account ........................................................................................... 20

4.2.2

Setup administrator....................................................................................................... 20

4.2.3

Farm account ................................................................................................................. 21

SQL Server 2008 R2 ............................................................................................................. 22

5.1.

Software requirements ......................................................................................................... 22

5.2.

Installation ............................................................................................................................. 24

5.3.

Configuration ......................................................................................................................... 27

5.3.1

Assign permission .......................................................................................................... 27

5.3.2

Configure networking .................................................................................................... 28

SharePoint Server 2010 ....................................................................................................... 29

6.1.

Prerequisites.......................................................................................................................... 29

6.2.

Installation ............................................................................................................................. 30

6.3.

Configuration ......................................................................................................................... 33

End User License Agreement ............................................................................................... 34

Install SharePoint Server 2010

1. Overview
We are going to setup a SharePoint Server 2010 development environment containing two servers:

SharePoint Server
Database Server
W2K8R2-03
192.168.1.3

Active Directory
W2K8R2-02
192.168.1.2

We dont deploy a single server with the built-in database. Instead we are using SQL Server 2008 R2
so this deployment can be scaled out to create two- and three-tier farm topologies if necessary1.
This guide shows you how to create a closed environment with an Active Directory on a separate
box. If you already have an Active Directory you can use the existing one for your installation.

Updates or additional download for this tutorial are documented here:

http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx

Please post your comments and suggestions here:

http://www.facebook.com/pages/andreasglasernet/115186135223629

Deployment scenarios (SharePoint Server 2010),

http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources

Overview

1.1. Hardware requirements

Hardware requirements are depending on the type of server you are going to setup.
For web servers, application servers or single server installation it is recommended2 to use the
following hardware:
Component

Minimum requirement

Processor

64-bit, four cores

RAM

4 GB (development or evaluation)
8 GB (production)

Hard disk

80 GB

For database servers it is recommended to use the following hardware:

Component

Minimum requirement

Processor

64-bit, four cores (small deployments)

64-bit, eight cores (medium deployments)

RAM

8 GB (small deployments)
16 GB (medium deployments)

Hard disk

80 GB

These numbers are dated October 2010 and might change.

Using the given minimum requirements I suggest using at least the following hardware specification
for a development environment:
Component

Minimum requirement

Processor

64-bit, two cores

RAM

8 GB

Hard disk

1st: 256 GB SSD

2nd: 512 GB Data

If you are using a laptop you can use the first hard disk for your operating system and the second one
as data storage. If you are not using a laptop you can of course use a better processor and more RAM
since weight doesnt matter.

Hardware and software requirements (SharePoint Server 2010),

http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources

Install SharePoint Server 2010

1.2. Software requirements

Software requirements are depending on the type of server you are going to setup3.
Database server
In order to deploy SharePoint Server 2010 with SQL Server you need the 64-bit edition of one of the
following:

SQL Server 2005,

SQL Server 2008 or

SQL Server 2008 R2.

The Windows Server requirements of the described products also apply.

Web servers and application servers in a SharePoint farm (or single server with built-in database)
In order to deploy SharePoint Server 2010 you need the 64-bit edition of one of the following
operating system:

Windows Server 2008 Standard, Enterprise, Data Center, Web Server or

Windows Server 2008 R2 Standard, Enterprise, Data Center, Web Server.

Detailed software requirements as well as updates are discussed in the according chapter later.

Hardware and software requirements (SharePoint Server 2010),

http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources

Windows Server 2008 R2

2. Windows Server 2008 R2

If you have an existing Windows Server 2008 R2 installation you can skip to step 2.2.

2.1. Installation
The installation is straight forward and doesnt require any detailed explanation. Just be sure you
install the 64-bit edition.
1. Start the install wizard for Windows Server 2008 R2.

2. Choose either Windows Server 2008 R2 Standard (Full installation) x64 or

Windows Server 2008 R2 Enterprise (Full installation) x64 and accept the license
agreement.

3. Select Custom (advanced) and create a new partition.

Install SharePoint Server 2010

4. Wait for the installation to complete.

At this point you have a basic but not configured Windows Server 2008 R2 image.

2.2. Updates
Windows Server 2008
You need to apply the following updates:
1. Service Pack 24
If you are running Windows Server 2008 without SP2, the Microsoft SharePoint Products Preparation
Tool installs Windows Server 2008 SP2 automatically.
Windows Server 2008 R2
You need to apply updates later in the process but for now there is nothing to do.

Windows Server 2008 Service Pack 2 and Windows Vista Service Pack 2 - Five Language Standalone for x64based systems,
http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources

Windows Server 2008 R2

2.3. Configuration
In order to avoid problems during the installation process later it is highly recommended to do the
following steps.
2.3.1 Computer settings
1. Join a domain and rename your computer if necessary. Restart your computer.

2. Enable virtual memory.

Install SharePoint Server 2010

2.3.2

Network settings

1. Enable File and printer sharing to access your image using remote desktop.

Windows Server 2008 R2

2.3.3 Remote Desktop

1. Enable remote desktop.

2.3.4 Firewall settings

1. Turn off Windows Firewall for domain networks.

10

Install SharePoint Server 2010

2.3.5 IE Enhanced Security Configuration

1. Disable IE enhanced security configuration if you have an isolated Hyper-V environment and
you want to work directly on the server (e.g. open Central Administration).

Windows Server 2008 R2 - Roles and features

3. Windows Server 2008 R2 - Roles and features

After installing Windows Server 2008 R2 you need to prepare your server depending on the required
role in your environment.

3.1. Active Directory

This part explains the installation of Active Directory in order to create an isolated virtual
development environment. If you have an existing Active Directory you can skip this step.
1. Click Start, Run and enter dcpromo to start the installation process.

2. Select Use advanced mode installation and click next.

3. Click next again to skip the operating system compatibility warning screen.
4. Select Create new domain in a new forest and click next.

5. Enter a full qualified domain name and click next.

Important
1. If you can access the internet from inside your image dont use the domain name of a

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Install SharePoint Server 2010

website.
2. Dont use a single-label domain name like mydomain, see
Information about configuring Windows for domains with single-label DNS names,
http://support.microsoft.com/kb/300684
6. Accept the given NetBIOS name and click next.

7. Click next using the current forest functional level. Since this is an isolated virtual
environment we dont need to care.

8. Do the same with the domain functional level.

9. Keep DNS server checked and click next.

10. If you have a network adapter with a dynamically assigned IP address you will get this
warning. Click yes as long as you have one network adapter with a static IP address.

Windows Server 2008 R2 - Roles and features

11. Click yes again.

12. Click next using default settings for the database, log files and sysvol.

13. Enter a restore mode administrator password and click next.

14. At the summary screen click next in order to start the installation process.
15. Reboot.
16. Use the server manager to check if things have been successfully installed.

17. You dont need to do any configuration regarding the Active Directory. Necessary account
operations are described later.

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Install SharePoint Server 2010

3.2. Web Server (IIS) and Application Server

SharePoint 2010 requires the Web Server (IIS) role and Application Server role including .NET
Framework 3.5 SP1. These roles are also installed by the products preparation tool.
1. Open Server Manager, go to roles and click Add roles.

2. Check Application Server.

3. Add features required for Application Server.

4. Check Web Server (IIS).

Windows Server 2008 R2 - Roles and features

5. Proceed to the role services selection and add the features you can see in the picture. If you
are prompted to add required role services and features click yes.

6. Proceed to the role services selection and add the following features.

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Install SharePoint Server 2010

7. Click install.

Windows Server 2008 R2 - Roles and features

8. After finishing the installation apply the following update5:

KB9799176 - QFE for Sharepoint issues - Perf Counter fix & User Impersonation
Windows Server 2008 SP2: download Windows6.0-KB979917-x64.msu (Vista)
Windows Server 2008 R2: download Windows6.1-KB979917-x64.msu (Win7)

Hardware and software requirements (SharePoint Server 2010),

http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources
6
Download KB979917,
http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources

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Install SharePoint Server 2010

3.3. Pop3, SMTP, Outlook

Since Windows Server 2008 the Pop3 server feature is deprecated. If you need mail you have to
install Exchange Server or something similar.

3.4. Windows PowerShell Integrated Scripting Environment (ISE)

PowerShell ISE allows you to run, edit and debug PowerShell scripts in a graphical environment.

Administrative and service accounts

4. Administrative and service accounts

In order to install SharePoint 2010 there are three accounts which are most important.

4.1. Accounts
You need to create the following accounts in Active Directory:
Account type

Account name (example)

SQL Server Service

sqlSvcAcc

Setup Administrator

setupAdmin

Farm Account

spFarmAcc

These accounts dont have to be member of a certain group.

Difference to SharePoint 2007

Service accounts in SharePoint 2007 needed two properties when they were created in Active
Directory:

User cannot change password and

Password never expires.

This isnt necessary with SharePoint 2010 since we now have managed accounts capable of password
expiration and automatic change.
If you setup a development environment it is still recommended to use User cannot change
password and Password never expires in order to keep things simple.

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Install SharePoint Server 2010

4.2. Assign permission

You need to assign permission only to the SharePoint 2010 setup administrator setupAdmin.
4.2.1 SQL Server service account
You dont need to assign permissions since they are assigned during installation of SQL Server 2008
R2. The SQL Server service account is used to run SQL Server and should be a domain account.
4.2.2 Setup administrator
The setup administrator is used to install SharePoint 2010 and you need to manually assign
permissions.
1. The SharePoint 2010 setup administrator has to be a member of the administrators group on
every server SharePoint will be installed.

2. This configuration step is done after SQL Server is installed and is documented here for the
purpose of completeness.
The SharePoint 2010 setup administrator needs to have the securityadmin and dbcreator
role. The sysadmin role is assigned if you decide during SQL Server 2008 R2 installation that

Administrative and service accounts

your SharePoint 2010 setup administrator should also be the SQL Server Administrator.

4.2.3 Farm account

You dont need to assign permissions since they are automatically assigned by the SharePoint 2010
setup administrator during installation and configuration.
The farm account is used:
1. for configuration and management of the server farm,
2. as an application pool account for Central Administration and
3. to run the Microsoft SharePoint Foundation Workflow Timer Service.

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Install SharePoint Server 2010

5. SQL Server 2008 R2

This chapter explains the installation and configuration of SQL Server 2008 R2.

5.1. Software requirements7

You need to meet at least the following requirements if you want to install SharePoint Server 2010
without the built-in database:

SQL Server 2005 64-bit with Service Pack 3 (SP3) and

Cumulative update package 3 for SQL Server 2005 Service Pack 3

SQL Server 2008 with Service Pack 1 (SP1) and

Cumulative update package 2, CU 5 or later but NOT CU3 or CU4

SQL Server 2008 R2

Although it is not mentioned there are newer cumulative update packages available for SQL Server.
SQL Server Edition
SQL Server 2005 SP3

SQL Server 2008 SP1

SQL Server 2008 R2

Component

Url

CU3

http://support.microsoft.com/kb/967909

CU4

http://support.microsoft.com/kb/970279

CU5

http://support.microsoft.com/kb/972511

CU6

http://support.microsoft.com/kb/974648

CU2

http://support.microsoft.com/kb/970315

CU5

http://support.microsoft.com/kb/975977

CU6

http://support.microsoft.com/kb/977443

CU7

http://support.microsoft.com/kb/979065

CU8

http://support.microsoft.com/kb/981702

Remarks

SharePoint 2010 setup doesnt check your SQL Server edition. It is checked by the SharePoint
Product and Technologies Configuration Wizard after setup.

Hardware and software requirements (SharePoint Server 2010),

http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources

SQL Server 2008 R2

If you install SQL Server 2008 RTM on Windows Server 2008 R2 you need to apply SP1 for
SQL Server 2008 after installation. So you can continue installing SQL Server 2008 if you see
the following picture:

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Install SharePoint Server 2010

5.2. Installation
The installation of SQL Server 2008 compared to SQL Server 2008 R2 is almost the same and
described below. If you get a compatibility warning while trying to install SQL Server 2008 on
Windows Server 2008 R2 you can proceed with install. Before running SQL Server you need to apply
Service Pack 1.
1. Install .NET Framework if required.

2. Start a new installation, accept the license agreement and install setup support files.

3. Select SQL Server Feature Installation and click next.

SQL Server 2008 R2

4. Select Database Engine Services and Management Tools - Basic and click next. Depending
on the things you do with SharePoint you might need additional features enabled.

5. Create a default instance.

6. Add the newly created sqlSvcAcc as the service account.

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Install SharePoint Server 2010

7. Keep the collation settings.

8. Add the setup administrator a SQL Server administrator if you have an isolated Hyper-V
environment. Also enable FILESTREAM for Transact-SQL access and FILESTREAM for file I/O
under FILESTREAM tab.

9. Click next and finish the installation of SQL Server 2008 R2.

SQL Server 2008 R2

5.3. Configuration
There are two configuration steps you need to do: assign permission to the SharePoint 2010 setup
administrator and configure networking.
5.3.1 Assign permission
The SharePoint 2010 setup administrator needs to have at the following roles:

dbcreator

securityadmin

The following role is assigned if you decide during SQL Server 2008 R2 installation that your
SharePoint 2010 setup administrator should be a SQL Server administrator:

sysadmin

Important: If you are not logged on with the setup administrator please logon using setupAdmin.
Otherwise you might not be able to change settings if you dont have the sysadmin role assigned.

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Install SharePoint Server 2010

5.3.2 Configure networking

At the end you need to configure networking if you are planning to deploy a farm with multiple
SharePoint Server 2010 servers.
According to TechNet8 SQL Server 2005 or SQL Server 2008 has to be updated to the following
configuration:

SQL Server 2005: Local and remote connections have to be enabled and have to use the
TCP/IP protocol.

SQL Server 2008: Under network configuration the TCP/IP protocol is enabled.

Start > All Programs > Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server
Configuration Manager

Multiple servers for a three-tier farm (SharePoint Server 2010),

http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources

SharePoint Server 2010

6. SharePoint Server 2010

This chapter explains the installation and configuration of SharePoint Server 2010.
Important: If you are not logged on with the setup administrator please logon using the above
created account (setupAdmin).

6.1. Prerequisites
The remaining software requirements can be installed by using the SharePoint Products and
Technologies 2010 Preparation Tool which is part of the SharePoint installer.

Use the SharePoint installer to setup the following components:

Beta: Microsoft "Geneva" Framework

RTM: Windows Identity Foundation (WIF) - Geneva has to be uninstalled before WIF can be
installed!
Microsoft Sync Framework Runtime v1.0 (x64)
Microsoft Filter Pack 2.0
Microsoft Chart Controls for the Microsoft .NET Framework 3.5
Beta: Windows PowerShell 2.0 CTP3
RTM: Windows PowerShell 2.0
SQL Server 2008 Native Client
Microsoft SQL Server 2008 Analysis Services ADOMD.NET
Beta: ADO.NET Data Services v1.5 CTP2
RTM: ADO.NET Data Services Update for .NET Framework 3.5 SP1

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Install SharePoint Server 2010

6.2. Installation
The installation itself requires only few steps to be completed.
1. Enter the product key, accept the license agreement and click Server Farm.

2. Select a complete installation.

3. Wait until the installation has finished and run the products configuration wizard.

SharePoint Server 2010

4. Create a new server farm.

5. Enter the server name of your SQL Server and add the farm account and its credentials.

6. Enter a passphrase. The passphrase is used to join new SharePoint servers to the farm.

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Install SharePoint Server 2010

7. Specify a different port number if required.

8. Finish the configuration wizard.

9. After successfully installing SharePoint 2010 the configuration wizard is closed and the
Central Administration automatically opens with the following screen.

SharePoint Server 2010

6.3. Configuration
After the installation of SharePoint 2010 is completed the following settings should be configured.
1. Usage and health data collection9.

2. Diagnostic logging10.

3. Outgoing e-mail11.

Configure usage and health data collection (SharePoint Server 2010) ,

http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources
10
Configure diagnostic logging (SharePoint Server 2010),
http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources
11
Configure outgoing e-mail (SharePoint Server 2010),
http://sharepoint-tutorial.net/post/2011/02/12/Install-SharePoint-Server-2010.aspx#resources

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Install SharePoint Server 2010

7. End User License Agreement

End User License Agreement (EULA) for this e-book by Andreas Glaser Software Engineering GmbH
Object/Purpose of the EULA
1

This End User License Agreement (hereafter referred to as EULA) is part of the
Agreement between Andreas Glaser Software Engineering GmbH (hereafter referred to as
Licensor) and you (either an individual or a single entity; hereafter referred to as
Licensee) concerning this e-book. The EULA shall regulate the use of the e-book and the
liability of the Licensor.

Grant of License
2

The Licensor grants to the Licensee the right of use of the e-book within the scope of the
description on the Homepage and limited in accordance with this EULA.

All rights not expressly granted to the Licensee are reserved by the Licensor.

The following License clauses shall be decisive for all Versions of the e-book.

No Assignments or Sublicenses
5

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EULA.

The Licensor keeps the exclusive right to grant Licenses. The Licensee shall not have the
right to grant sublicenses.

Property Rights; no Changes

7

The Licensee recognizes and acknowledges that the e-book and its contents are protected
by intellectual property rights (particularly copyright) of the Licensor and constitute a
valuable trade secret. All trademarks are property of their respective owners. The Licensee
agrees that he shall protect and hold in confidence all the e-book and information provided
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The Licensee shall undertake to use the e-book (any copies included) unchanged as
supplied by the Licensor. Furthermore the Licensee shall not remove or alter any copyright
notices on any and all copies of the e-book.

The Licensee shall only use the e-book for his own purposes but neither rent, lease, lend or
resell it.

10

The Licensee shall be allowed to make copies of the e-book only for backup and archival
purposes.

Compliance with applicable laws

11

The Licensee must comply with all applicable laws regarding the use of the e-book.

End User License Agreement

Termination / Liability for Damages

12

If the Licensee fails to comply with the terms and conditions of this EULA the Licensor may
terminate the License. In this case the Licensee is obliged to destroy all copies of the e-book
in his possession.

13

The Licensee failing to comply with the terms and conditions of this EULA shall be liable for
all direct and indirect damage/loss caused at the Licensor.

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14

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of title shall be excluded.

15

In no event shall the Licensor be liable for any direct or indirect damages rising out of use of
the e-book or inability to use the e-book. In particular the Licensor shall not be liable for
loss of profit, business interruption or loss of data.

16

As far as it is impossible to exclude liability or warranty, the Licensors liability shall be

limited to gross negligence and intention.

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If any third party claims that its rights have been infringed by the activities of the Licensee
acting within the scope of this EULA, the Licensor must be notified immediately. If such
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Licensor in order to determine further action.

Applicable Law and Jurisdiction

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The Parties agree that the interpretation and performance of this EULA, its validity and
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19

Any changes and amendments to this EULA shall be made in writing and signed by the
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Disputes under this EULA or in connection with this EULA shall be settled amicably. In case
of failing exclusive the courts of St. Gallen, Switzerland, shall have jurisdiction.

Severability Clause
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35