Step by Step SharePoint 2010 Install RTM

Here's my steps for installing SharePoint 2010 (RTM):

DOMAIN CONTROLLER – CONTOSO-DC

  1. Start
    Hyper-V Manager on a 64bit server
  2. Click
    “Action->New->Virtual Machine”
  3. For
    Name, type “503xx-Contoso”
  4. Click
    “Next”
  5. For
    memory, type “512”
  6. Click
    “Next”
  7. Select
    a local connection, click “Next”
  8. Select
    a location, ensure that the size is set to at least 127GB
  9. Click
    “Next”
  10. Click
    “Next”
  11. Click
    “Finish”
  12. Right
    click the virtual machine in Hyper-V, select “Settings”
  13. Set
    the number of processors to “2”
  14. For
    the IDE Controller 1, specify the “Windows Server 2008 R2” iso
    1. Click
      “Browse”
    2. Select
      the iso
    3. Click
      “Open”
  15. Click
    “Ok”
  16. Start
    the Virtual Machine
  17. Install
    Windows Server 2008 R2
    1. Click
      “Next”
    2. Click
      “Install Now”
    3. Select
      “Windows Server 2008 R2 Enterprise (Full Installation)”
    4. Click
      “Next”
    5. Click
      “I accept the license terms”
    6. Click
      “Next”
    7. Click
      “Custom (advanced”)
    8. Click
      “Next”, windows will install
    9. Click
      “Ok”
    10. For
      password, type “Pa$$w0rd”
    11. Type
      “Enter”
    12. Click
      “Ok”
  18. Set
    the IP settings
    1. IP
      10.0.0.11
    2. Subnet
      255.0.0.0
    3. Gateway
      10.0.0.1
    4. DNS
      10.0.0.11
  19. Click
    “Start”
  20. Right
    click “Computer”, select “Properties”
  21. Under
    computer name, click “Change settings”
  22. For
    description, type “contoso-dc”
  23. Click
    “Change”
  24. Set
    the computer name to “Contoso-dc”
  25. Click
    “Ok”
  26. Click
    “Yes” to restart
  27. Logon
    as administrator with password Pa$$w0rd
  28. Open a
    command prompt, run dcpromo, setup a domain called “contoso.com”
    1. Click
      “Next”
    2. Click
      “Next”
    3. Select
      “Create a new domain…”
    4. Click
      “Next”
    5. Enter
      contoso.com, click “Next”
    6. Select
      “Windows Server 2008”, click “Next”
    7. Click
      “Next”
    8. Click
      “Yes, the computer will use…”
    9. Click
      “Yes”
    10. Click
      “Next”
    11. For
      password, type “Pa$$w0rd”
    12. Click
      “Next”
    13. Click
      “Next”, active directory will set itself up
    14. Click
      “Finish”, click “Restart Now”
  29. Login
    as Contosoadministrator with password “Pa$$w0rd”
  30. Create
    the following domain users, set their password to “Pa$$w0rd” and that the
    password doesn’t expire.  NOTE: you
    can download the setup script from http://instructor.architectingconnectedsystems.com
    1. Click
      “Start->Administrative Tools->Active Directory Users and Computers”
    2. Expand
      contoso.com
    3. Select
      “Users”, right click and select “New->User”
    4. For
      name and user logon, type sp_admin
    5. Click
      “Next”
    6. For
      Password, type “Pa$$w0rd”
    7. Uncheck
      “User must change…”
    8. Check
      “Password never expires”
    9. Click
      “Next”
    10. Click
      “Finish”
    11. Repeat
      for

                                                             
i.     
sp_farm

                                                           
ii.     
sp_service

                                                         
iii.     
student

                                                         
iv.     
Sp_user

                                                           
v.     
Sp_viewer

                                                         
vi.     
Sp_design

                                                       
vii.     
Sp_custom

                                                     
viii.     
Sp_member

                                                         
ix.     
Sp_visitor

                                                           
x.     
Sp_owner

                                                         
xi.     
Sp_colleague

 

SP2010-WFE1

 

  1. Start
    Hyper-V Manager on a 64bit server
  2. Click
    “Action->New->Virtual Machine”
  3. For
    Name, type “50351-SharePoint (Dev)”
  4. Click
    “Next”
  5. For
    memory, type “6144”
  6. Click
    “Next”
  7. Select
    a local connection, click “Next”
  8. Select
    a location, ensure that the size is set to at least 127GB
  9. Click
    “Next”
  10. Click
    “Next”
  11. Click
    “Finish”
  12. Right
    click the virtual machine in Hyper-V, select “Settings”
  13. Set
    the number of processors to “2”
  14. For
    the IDE Controller 1, specify the “Windows Server 2008 R2” iso
    1. Click
      “Browse”
    2. Select
      the iso
    3. Click
      “Open”
  15. Click
    “Ok”
  16. Start
    the Virtual Machine
  17. Install
    Windows Server 2008 R2
    1. Click
      “Next”
    2. Click
      “Install Now”
    3. Select
      “Windows Server 2008 R2 Enterprise (Full Installation)”
    4. Click
      “Next”
    5. Click
      “I accept the license terms”
    6. Click
      “Next”
    7. Click
      “Custom (advanced”)
    8. Click
      “Next”, windows will install
    9. Click
      “Ok”
    10. For
      password, type “Pa$$w0rd”
    11. Type
      “Enter”
    12. Click
      “Ok”
  18. In the
    “Server Manager” window that opens:
    1. Click
      “Configure Remote Desktop”
    2. Click
      “Allow connections from computers running any version…”
    3. Click
      “OK”
    4. Click
      “OK”
    5. Click
      “Configure IE ESC”
    6. Click
      “Off” for both administrators and users
    7. Click
      “OK”
    8. Click
      “Go to Windows Firewall”
    9. Click
      “Windows Firewall properties”
    10. For
      domain, private, public, set the firewall status to “Off”
    11. Click
      “OK”
    12. Click
      “Features”
    13. Click
      “Add Features”, select the following, if prompted click “Add Required
      Features”:

                                                             
i.     
Desktop experience

                                                           
ii.     
Remote Server Administration Tools->Role
Administration Tools

1.      AD
DS and AD LDS Tools

2.      DNS
Server Tools

3.      File
Services Tools

                                                         
iii.     
SMTP server

    1. Click
      “Next”
    2. Click
      “Next”
    3. Click
      “Next”
    4. Click
      “Install”
    5. Click
      “Close”
    6. Click
      “Yes”, the computer will restart
  1. Login
    as administration with password Pa$$w0rd
  2. Click
    “Close” in the configuration wizard
  3. Check
    the “Do not show me this console at logon” checkbox, close the server
    manager
  4. On
    Network settings, set the network settings as follows:
    1. IP
      to 10.0.0.21
    2. Subnet
      255.255.255.0
    3. Gateway
      10.0.0.1
    4. DNS
      10.0.0.11
  5. Click
    “Start”
  6. Right
    click “Computer”, select “Properties”
  7. Under
    computer name, click “Change settings”
  8. For
    description, type “sp2010-wfe1”
  9. Click
    “Change”
  10. Set
    the computer name to “sp2010-wfe1”
  11. Click
    “Domain”, set the domain to “Contoso.com”
  12. Click
    “Ok”, use Contosoadministrator with password Pa$$w0rd, click “OK”
  13. Restart
    the virtual machine
  14. Login
    as CONTOSOAdministrator
  15. Add
    SP_Farm and SP_Admin to the local administrators group
    1. Open
      Server Manager
    2. Expand
      Configuration->Local Users and groups->Groups
    3. Double
      click “Administrators”
    4. Add
      the accounts
  16. Install
    SQL Server 2008 R2
    1. Insert
      the Server 2008 R2 iso
    2. Run
      the setup.exe file

                                                             
i.     
If prompted, click “OK” to install .NET

    1. Click
      “Installation”
    2. Click
      “New installation or add features to an existing installation”
    3. On “Setup
      Support Roles”, click “Ok”
    4. On “Setup
      Support Files”, click “Install”
    5. Click
      “Next”
    6. On
      product key, enter your key and then click “Next”
    7. Click
      “I accept the license terms”
    8. Click
      “Next”
    9. On
      the Setup Support Files, click “Install”
    10. Click
      “Next”
    11. On
      “Setup Role”, click “Next”
    12. Check
      the following:

                                                             
i.     
Database Engine

                                                           
ii.     
Analysis Services

                                                         
iii.     
Reporting Services

                                                         
iv.     
Business Intelligence Development Studio

                                                           
v.     
Client Tools Connectivity

                                                         
vi.     
Integration Services

                                                       
vii.     
Client Tools Backward Compatibility

                                                     
viii.     
Management Tools – Basic

                                                         
ix.     
Management Tools – Complete

                                                           
x.     
Microsoft Sync Framework

    1. Click
      “Next”
    2. Click
      “Next”
    3. On
      “Instance Configuration”, click “Next”
    4. On
      “Disk Space Requirements”, click “Next”
    5. Click
      “Use the account for all SQL Server Services” button

                                                             
i.     
Type “contosoadministrator” and “Pa$$w0rd” for
password

    1. Click
      “Next”
    2. Click
      “Mixed Mode” authentication radio button
    3. For
      password, type “Pa$$w0rd”
    4. Click
      “Add Current User”
    5. Click
      “Next”
    6. Click
      “Add Current User”
    7. Click
      “Next”
    8. On report
      Services, click “Install the SharePoint integrated mode default
      configuration” radio button
    9. Click
      “Next”
    10. On
      “Error Reporting”, click “Next”
    11. On
      “Installation Configuration Rules”, click “Next”
    12. Click
      “Install”
    13. Click
      “Next”
    14.  Click “Close”
  1. Open
    the SQL configuration manager
    1. Click
      “Start->All programs->Microsoft SQL Server 2008 R2->Configuration
      Tools->Sql Server Configuration manager
    2. Expand
      “SQL Server Network Configuration->Protocols for MSSQLSERVER”
    3. Enable:

                                                             
i.     
Named Pipes

                                                           
ii.     
TCP/IP

    1. Restart
      the sql service
  1. Open
    SQL Server Management Studio
    1. Connect
      to sp2010-wfe
    2. Expand
      Security
    3. Right
      click Logins, select “New Login”
    4. Add Contososp_admin
      and Contososp_farm to the dbcreator and securityadmin roles of SQL
      Server

                                                             
i.     
Click Server Roles node

                                                           
ii.     
Check dbcreatore and securityadmin

                                                         
iii.     
Click OK

  1. Attach
    the demo databases (Northwind, adventureworks, adventureworks2000,
    adventureworksDW). 
    1. Download
      and restore the .bak files of each
    2. Right
      click Databases, select Restore Database
    3. Click
      “From device”, browse to the .bak file
    4. Select
      the checkbox for the backup
    5. Click
      “OK”
  2. Install
    “SharePoint 2010” Prereqs
    1. Insert
      the DVD/start the install
    2. Click
      “Install Prerequisites”
    1. Click
      “Next”
    2. Click
      “I accept the terms…”
    3. Click
      “Next”

                                                             
i.     
All pre-reqs will be downloaded and installed (this
could take 45 minutes)

                                                           
ii.     
Install will continue by installing application server
role and the other prereqs

    1. Your
      system may need a restart after this step
  1. Login as CONTOSOSP_Admin
  2. Install
    “SharePoint 2010” product
    1. Click
      “Install SharePoint Server”
    2. Enter
      your product key
    3. Click
      “Continue”
    4. Click
      “I accept…”
    5. Click
      “Server Farm”
    6. Select
      “Complete…”
    7. Click
      “Install Now”
    8. Click
      “Close”  (uncheck the run
      configuration wizard)
  3. Install
    “Office 2010”
    1. Enter
      your product key, click “Continue”
    2. Click
      “I accept the terms…” check box
    3. Click
      “Continue”
    4. Click
      “Install Now”
    5. Click
      “Close”
    6. Open
      “Word 2010”
    7. Click
      “Use recommended settings”
    8. Click
      “Ok”
  4. Install
    “Visio 2010”
    1. Enter
      your product key
    2. Click
      “Continue”
    3. Click
      “I accept the terms…” check box
    4. Click
      “Continue”
    5. Click
      “Install Now”
    6. Click
      “Close”
  5. Install
    “Microsoft SharePoint Designer 2010”
    1. Click
      “I accept the terms…” check box
    2. Click
      “Continue”
    3. Click
      “Install Now”
    4. Click
      “Close”
  6. Install
    “FireFox” browser
    1. Download
      from http://www.firefox.com
  7. Install
    “Google Chrome” browser
    1. Download
      from http://www.google.com/chrome
  8. Install
    “Apple Safari” browser
    1. Download
      from http://www.apple.com/safari/
  9. Install
    “Enterprise Library 4.1”
    1. http://www.microsoft.com/downloads/details.aspx?FamilyId=1643758B-2986-47F7-B529-3E41584B6CE5&displaylang=en
    2. Click
      “I accept the terms…”
    3. Click
      “Next”
    4. Click
      “Next”
    5. Click
      “Next”
    6. Click
      “Install”
    7. Click
      “Launch” to install the source and working copy files
    8. Click
      “Finish”
  10. Download and install
    Microsoft SilverLight
  11. Download and install
    PowerPivot for Excel (32 or 64 bit depending on the office version you
    installed)
    1. http://www.microsoft.com/downloads/details.aspx?familyid=48A5B47B-8C9C-450F-AB6E-178600A733CA&displaylang=en
    2. Run
      “PowerPivot_for_Excel.msi”
    3. Click “Next”
    4. Click “I accept…”
    5. Click “Next”
    6. Click “Next”
    7. Click “Install”
    8. Click “Finish”
    9. Open Excel 2010
    10. Click “Install”
    11. Ensure that there is a
      “PowerPivot” item in the Ribbon
    12. Close Excel
  12. Download
    and install the Data Service 1.5 (KB976127)
    1. http://www.microsoft.com/downloads/details.aspx?FamilyID=a71060eb-454e-4475-81a6-e9552b1034fc&displaylang=en#filelist
  13. Download
    and install Fiddler
    1. www.fiddler2.com
  14. Activate Office 2010 and
    Visio 2010
  15. Run
    SharePoint Configuration Wizard
    1. Click
      “Start->All Programs->Microsoft SharePoint 2010
      products->SharePoint 2010 Products Configuration Wizard”
    2. In
      the UAC prompt, click “Yes”
    3. Click
      “Next”
    4. In
      the popup, click “Yes”
    5. Select
      “Create a new server farm”
    6. Click
      “Next”
    7. For
      database server, type “sp2010-wfe1”
    8. For
      username, type “contosoSP_Farm”
    9. For
      password, type “Pa$$w0rd”
    10. Click
      “Next”
    11. For
      passphrase, type “Pa$$w0rd”
    12. Click
      “Next”
    13. For
      the Port, type 9999
    14. Click
      “Next”,
    15. Click
      “Next”, SharePoint 2010 will Configure itself
    16. Central
      Administration will open

                                                             
i.     
Click the radio button to participate in the feedback
program, we gotta make SharePoint better right?!?

    1. Click
      “Start the Wizard”
    2. For
      username, type “CONTOSOSP_Service”
    3. For
      password, type “Pa$$w0rd”
    4. Click
      “Next”
    5. Click
      “Skip”
    6. Click
      “Finish”
  1. Add a
    farm administrator
    1. Start->Programs->Microsoft
      SharePoint 2010 Products->SharePoint 2010 Central Administration
    2. Click
      “Security”
    3. Click
      “Manage the farm administrators group”
    4. Click
      “New->Add Users”
    5. Type
      contosoadministrator
    6. Click
      “Ok”
  2. Open
    the SharePoint Central Administration site and setup Outgoing Email
    1. Click
      “System Settings”
    2. Click
      “Configure out-going email Settings”
    3. For
      outbound smtp, type “sp2010-wfe1”
    4. For
      from address, type “sharepoint@contoso.com”
    5. For
      reply address, type sharepoint@contoso.com
    6. Click
      “Ok”
  3. Configure Reporting Services
    1. Click “Start->Programs->Microsoft
      SQL Server 2008->Configuration Tools->Reporting Service
      Configuration Manager”
    2. Click “Connect”
    3. Click “Web Service
      URL”
    4. Click the URL that is
      displayed for the web service url (ensure that the web service responds
      it may take a few seconds or a minute or two)

                                                             
i.     
If promoted, type “Contosoadministrator” with password
“Pa$$w0rd”

    1. Click “Execution
      Account”
    2. Click “specify an
      execution account” checkbox
    3. For account type
      “CONTOSOAdministrator”
    4. For password, type
      “Pa$$w0rd”
    5. Click “Apply”
    6. Close the
      Configuration Manager
  1. Configure Reporting Services
    Add-in
    1. Open Central
      administration
    2. Click “General
      Application Settings”
    3. Click “Reporting
      Services Integration”
    4. For report server url,
      type http://sp2010-wfe1/ReportServer
    5. For the auth mode,
      select “Windows Authentication”
    6. For username, type
      “contosoadministrator”
    7. For password, type
      “Pa$$w0rd”
    8. Click “OK”
    9. Click “Close”
    10. Click “Set server
      defaults”, just ensure that the page loads without error
  2. Start
    services on a server
    1. Open
      “Central Administration”
    2. Click
      “System Settings”
    3. Click
      “Manage services on server”
    4. Start
      all services, except for “Lotus Notes Connector”

                                                             
i.     
NOTE: Install “Document Conversions Load balancer”
before you start the launcher service, select “sp2010-wfe1” when setting up the
launcher service.

                                                           
ii.     
For Foundation Search, use the following settings:

1.      For
Username type, “contosoadministrator”

2.      For
password, type “Pa$$w0rd

3.      For
content access account type “contosoadminsitrator”

4.      For
password, type “Pa$$w0rd”

5.      Click
“Start”

  1. Start
    UPS Services
    1. Click
      “Start” for “User Profile Synchronization Service”
    2. For
      password, type “Pa$$w0rd”
    3. Click
      “OK”
    4. NOTE: 
      The starting of this service can take 20 minutes
    5. Run IISRESET
  2. Configure
    the User Profile service
    1. Click
      “Application Management”
    2. Click
      “Manage service applications”
    3. Click
      “User Profile Service Application”
    4. Click
      “Configure Synchronization Connections”
    5. Click
      “Create new connection”
    6. For
      connection name, type “Contoso.com”
    7. For
      forest name, type “contoso.com”
    8. For
      account name, type “contosoadministrator”
    9. For
      password, type “Pa$$w0rd”
    10. Click
      “Populate Containers”
    11. Expand
      “Contoso”
    12. Click
      the 3rd “Contoso”, click the “Service Accounts”, click the
      “Users”
    13. Click
      “Ok”
  3. Start
    profile synchronization
    1. Click
      “Application Management”
    2. Click
      “Manage service applications”
    3. Click
      “User Profile Service Application”
    4. Click
      “Start Profile Synchronization”
    5. Click
      the “Start Full Synchronization” radio button
    6. Click
      “OK”
  4. Make
    the quicklaunch bar horizontal and add the following items to quicklaunch
    (you can do this by navigating to the respective program icon in the start
    menu, right click, Add To Quick Launch)
    1. FireFox
    2. Opera
    3. Safari
    4. Internet
      Explorer
    5. SharePoint
      Designer 2010
    6. Visio
      2010
    7. SQL
      Server Management Studio
    8. Command
      Prompt
    9. A
      Shortcut to the SharePoint Root (14 hive)
    10. Enterprise
      library console (c:program files(x86)Microsoft Enterprise Library 3.1 –
      May 2007BinEntLibConfig.exe)
    11. Services
      Applet

                                                             
i.     
Available under Start->Administrative
Tools->Services

    1. IIS
      Manager

                                                             
i.     
Available under Start->Administrative
Tools->Internet Information Services (IIS) Manager

    1. SharePoint
      Central Administration Console

                                                             
i.     
Available under Start->Programs->Microsoft
SharePoint 2010 Products->SharePoint 2010 Central Administration

    1. SharePoint
      2010 management Shell

                                                             
i.     
Available under Start->Programs->Microsoft
SharePoint 2010 Products->SharePoint 2010 Management Shell

  1. Your
    quick launch should now look like this:

 


 

64.  Open
Windows explorer

a.      
Click “Organize->Folder and search options”

b.     
Click the View tab

c.      
Select the “Show hidden files,folders or drives

d.     
Uncheck Hide empty drives in the computer folder

e.      
Uncheck hide extensions for known files types

f.      
Click “OK”

65.  Download
MailEnable Standard (http://www.mailenable.com/download.asp)

a.      
Run “mailenablestandard”

b.     
Click “Run”

c.      
Click “OK”

d.     
On “Welcome”, click “Next”

e.      
On “Get Installation Settings”, click “Next”

f.      
On “Terms and Conditions”, click “Next”

g.     
On “Mail Enalble messaging services for Microsoft
Windows”, click “Next”

h.     
On “Choose Program Files Location”, click “Next”

i.       
On “Select Program manager Group”, click “Next”

j.       
On “Mailenable Repository”, click “Next”

k.     
For the Post office Name, type “Constoso”

l.       
For password, type “Pa$$w0rd”

m.   
Click “Next”

n.     
Ensure the domain is “Contoso.com”

o.     
Ensure the DNS is set to “10.0.0.11”

p.     
Ensure the SMTP port is 25

q.     
Click “Next”

r.       
Click “Next”, mailenable will install

s.      
Uncheck the “configure web mail as…” check box

t.       
Click “Next”

u.     
Click “OK”

v.     
Click “Finish”

66.  Configure
MailEnable

a.      
Click “Start->All Programs->Mail
Enable->MailEnable Administrator”

b.     
Expand “MailEnable Management->Messaging
Manager->Post Offices->Contoso”

c.      
Select “MailBoxes”

d.     
Right click, select “New->Mailbox”

e.      
For mailbox name, type “administrator”

f.      
For password, type “Pa$$w0rd”

g.     
Click “Ok”

h.     
Expand “MailEnable
Management->Servers->localhost->services”

i.       
Right click “POP”, select “Start”

j.       
In “Servers->localhost->System->Services”,
disable:

                                                                         
i.     
MailEnable Mail Transfer Agent

67.  Configure SMTP service

a.      
Add the SMTP feature to the image (if you haven’t
already)

b.     
Open the IIS Manager for 6.0

c.      
Right click the “SMTP Virtual Server”, select “Start”

d.     
Click “Domains”

e.      
Right click, select “New-Domain”

f.      
Click “Next”

g.     
For name, type “contoso.com”

h.     
Click “Finish”

i.       
Right click the domain, select “Properties”

j.       
Click the “Allow incoming…” checkbox

k.     
Click “OK”

68.  Open
Outlook 2010

a.      
Click “Next”

b.     
Click “No”

c.      
Click “Next”

d.     
Click “Continue with no email support” checkbox

e.      
Click “Finsih”

f.      
Click “File->Account Settings”

g.     
On Email tab, click “New”

h.     
Click “Manually configure server settings…”

i.       
Click “Next”

j.       
Click “Next”

k.     
For name, type “Administrator”

l.       
For email address, type administrator@contoso.com

m.   
For incoming mail server, type “10.0.0.21”

n.     
For outgoing mail server, type “10.0.0.21”

                                                             
i.     
NOTE: make sure
the server IP address is 10.0.0.21

                                                           
ii.     
For username, type “administrator@contoso”

                                                         
iii.     
For password, type “Pa$$w0rd”

o.     
Click “Next”

p.     
Click “Finish”

q.     
Click “Close”

r.       
Close Outlook

69.  Shutdown
the VM