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Microsoft Windows SharePoint Services Installation and Configuration Microsoft ® Virtual Labs

Microsoft Windows Share Point Services Installation Configuration

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Page 1: Microsoft Windows Share Point Services Installation Configuration

Microsoft Windows SharePoint

Services Installation and

Configuration

Microsoft® Virtual Labs

Page 2: Microsoft Windows Share Point Services Installation Configuration

Microsoft Windows SharePoint Services Installation and Configuration

Table of Contents

Microsoft Windows SharePoint Services Installation and Configuration .............................. 1

Exercise 1 Getting Started with Windows SharePoint Services Installation .................................................................1

Exercise 2 Using the SharePoint Products Configuration Wizard.................................................................................1

Exercise 3 Windows SharePoint Services Central Administration – The Home Page ..................................................1

Exercise 4 Windows SharePoint Services (version 3) Central Administration – The Application Management page .1

Exercise 5 Windows SharePoint Services (version 3) Central Administration – Operations page ...............................1

Conclusion.....................................................................................................................................................................1

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Microsoft Windows SharePoint Services

Installation and Configuration

Objectives In completing this lab, you will learn about:

� Tthe installation and configuration options available in Windows

SharePoint Services V3 such as installing a new farm, configuring global

workflow settings, configuring incoming e-mail, administrative tasks, farm

topology and provisioning new web applications.

Scenario Walk through the installation and configuration of Windows SharePoint Services

(version 3).

Estimated Time to Complete This Lab

90 Minutes

Computer used in this Lab

MOSS

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Exercise 1 Getting Started with Windows SharePoint Services Installation

Scenario The installation has been streamlined to allow administrators to more easily install a Windows SharePoint Services

farm. The installation has been made more flexible as well allowing the program file path to be set as an advanced

option.

Tasks Detailed Steps

Complete the following

task on:

MOSS

1. Install Windows

SharePoint Services

(version 3).

a. Login using the following credentials:

� Username: administrator

� Password: pass@word1

� Log on to: LITWAREINC

b. Open a file browser by clicking on Start | My Computer and browse to

C:\Media\SharePoint

c. Double click on the Sharepoint_setup.exe executable to begin the installation.

d. Click Yes when prompted to proceed.

e. Wait for the Microsoft Software License Terms screen to appear.

f. Check the I accept the terms of this agreement checkbox, and click on the

Continue button

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Tasks Detailed Steps

g. The Installation Types screen will appear, click the Advanced button to continue.

h. (Optional) Changing to the Data Location tab allows you to change the

installation directory for Windows SharePoint Services.

i. In the Server Type screen select the Web Front End-Only install components

required to render content to users. Can add servers to form a SharePoint

farm

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Tasks Detailed Steps

j. Click the Install Now button to continue

k. When the installation completes click on the Close button to proceed to the

SharePoint Products and Technologies Configuration Wizard.

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Exercise 2 Using the SharePoint Products Configuration Wizard

Scenario This exercise will take you through the initial configuration of a new SharePoint farm. In Windows SharePoint Services (version 3), the Central Administration site was changed to be a SharePoint site

collection. This means that a number of tasks must occur before an administrator can visit the Central

Administration site. The SharePoint Products Configuration Wizard leads you through the steps required to initially

configure your Windows SharePoint Services installation.

Tasks Detailed Steps

Complete the following

task on:

MOSS

1. Run the

configuration wizard.

a. The Welcome screen will appear, click Next to continue

b. An information dialog box will appear explaining the services that will be affected

by the configuration wizard, click Yes to continue

c. Select No, I want to create a new server farm and then click Next

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Tasks Detailed Steps

d. The Configuration Database Settings page will appear, fill in the page using the

following information and then click Next:

� Database server: moss

� Database name: SharePoint_Config

� Username: LITWAREINC\administrator

� Password: pass@word1

Note: In a production environment, a different user specifically created to manage the

database connections for SharePoint is recommended.

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Tasks Detailed Steps

e. The Central Administration Web Application Configuration page will appear.

f. (Optional) Check the Specify port number box and enter the desired port number

g. Click Next to continue

h. The Completing SharePoint Configuration page will appear, click Next to

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Tasks Detailed Steps

continue

i. The Configuring SharePoint Products and Technologies page will appear and

step through 9 tasks using the information supplied. Some steps will take several

minutes each, please be patient.

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Tasks Detailed Steps

j. The Configuration Successful page will appear, click Finish to launch into the

Central Administration homepage

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Exercise 3 Windows SharePoint Services Central Administration – The Home Page

Scenario This exercise will highlight the new layout of the Central Administrator site and the new configuration options that

are available.

Tasks Detailed Steps

Complete the following

2 tasks on:

MOSS

1. View the

Administrative Tasks

screen

a. Open the Central Administration page, if this is not open from the last Exercise

you can open it by clicking on the Start | Administrative Tools | SharePoint 3.0

Central Administration link.

b. The Central Administration page in Windows SharePoint Services V3 is now a

site collection. The site has full Windows SharePoint Services functionality. It

may house documents in a document library, it can have its own lists, events, and

RSS feeds.

c. The Central Administration site has 3 major actions available. The first part of

this exercise will look at the Home section of the Central Administration.

d. The Home tab contains the Administrative Tasks list. This list is populated with

the tasks that have to be completed to allow Windows SharePoint Services V3 to

be fully functional.

e. Click on the Create SharePoint Sites task, the Administrative Task display form

will appear.

f. An administrative task consists of a few major components

� Action: This is a link to the administrative action to be taken

� Description: This is a general description of the purpose of the task.

� Associated Service: This is a categorization of the Farm service associated with

this task.

g. Click on Close to return to the Home page.

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Tasks Detailed Steps

2. View the Farm

Topology screen

a. The Home tab also contains the Farm Topology which will show a list of all of

the servers in the SharePoint farm and a list of the services running on them.

b. (Optional) Click on the View link next to the server name, and view the event logs

for this server. Click on the Home tab to return.

c. Click on the server listed in the Farm Topology list, the Services on Server page

appears

d. The Services on Server page allows you to start and stop services on the servers in

the farm from one central location

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Exercise 4 Windows SharePoint Services (version 3) Central Administration – The Application Management page

Scenario This page contains links to pages that help you configure settings for applications and components that are installed

on the server or server farm.

Windows SharePoint Services (version 3) gives you the option to provision a new web application from within the

Central Administration pages. This allows a SharePoint administrator to be able to work through the Central

Administration pages without needing to login to the server itself to make updates.

Tasks Detailed Steps

Complete the following

3 tasks on:

MOSS

1. Provision a new Web

Application

a. Click on the Application Management tab in the top navigation

b. Click on Create or extend Web application, the Create or Extend Web

Application page should appear

c. Click on Create a new Web Application, the Create New Web Application

page should appear

d. Fill in the Create New Web Application form with the following information

� IIS Web Site: Select Create a new IIS web site

� Description: Keep the default value.

� Port: Change this to 80

� Host Header: Leave this empty.

� Path: Keep the default.

� Security Configuration

� Authentication Provider: NTLM.

� Allow Anonymous: No.

� Use Secure Sockets Layer (SSL No.

� Load Balanced URL

� URL: http://moss

� Zone: Keep the default value.

� Application Pool: Select Create new application pool.

� Application pool name: Keep the default value.

� Select a security account for this application pool: Select Configurable and

use the following values:

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Tasks Detailed Steps

� User name: LITWAREINC\administrator

� Password: pass@word1

Note: In a production environment creating a separate application pool account is

recommended

� Database Name and Authentication: Keep the default values.

� Leave the rest of the items with their default values

e. Click Ok, the Operation in Progress page will appear and run for a few minutes.

f. After the Operation completes the Application Created page will appear, click on

the Create a new Windows SharePoint Services site collection link.

2. Create a new Site

Collection

a. The Create Site Collection page will appear, fill in the form with the following

information

� Web Application: Keep the default value.

� Title: HOL Install and Config

� Description: Hands on Lab for installation and configuration

� Web Site Address: Select Create site at this URL and keep the default value of

(root).

� Primary Site Collection Administrator

� User name: LITWAREINC\administrator

� Quota Template: Keep the default value.

� Template selection: Keep the default value.

b. Click Ok to create your site collection; the Operation in progress page will

appear for a few seconds.

c. After the Operation completes you will be notified that your top-level site

collection has been created, click Ok to continue.

3. View Workflow

Settings screen

Note: Windows SharePoint

Services (version 3) has

workflow integrated into

the platform. These

settings allow an

a. Click on the Workflow Settings link at the bottom of the page

b. The Workflow Settings page allows you to determine two major things

� Are user-defined workflows permitted (Ex: SharePoint Designer no-code

workflows)

� Are users without site access permitted for workflows

c. The changes made to these settings are global for the selected web application

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Tasks Detailed Steps

administrator to control

what types of workflows

are allowed.

d. Click on Cancel to return to the Application Management page.

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Exercise 5 Windows SharePoint Services (version 3) Central Administration – Operations page

Scenario This page contains links to pages that help you manage your server or server farm, such as changing the server farm

topology, specifying which services are running on each server, and changing settings that affect multiple servers or

applications.

Windows SharePoint Services (version 3) allows the SharePoint administrator to define a group of administrators

that will have access to the SharePoint Farm administration. This gives the SharePoint administration the ability to

ensure a secure environment and prevent all server administrators from having full privileges to data contained

within SharePoint.

Tasks Detailed Steps

Complete the following

2 tasks on:

MOSS

1. Add a user to the

SharePoint

administrator’s group

a. Click on the Operations tab from the top navigation, the Operations page will

appear

b. Click on the SharePoint administrator’s group link under Security

Configuration. The People and Groups: Farm Administrators page appears.

c. The Farm Administrators page shows the current membership of the SharePoint

Farm Administrators group, click New to get a drop down list of options for

adding a new member and select Add users

d. The Add Users page will appear.

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Tasks Detailed Steps

e. Enter tracy in to the Users field and press Enter.

f. Double click the user result that is returned and choose “Tracy Tallman”, the

menu will disappear and the Users box on the Add Users page will populate with

your selection.

g. Click Ok to add this user to the SharePoint administrator’s group

h. Click on the Operations tab to return to the Operations page.

2. Enable Incoming E-

mail

Note: Windows SharePoint

Services (version 3) allows

e-smail to be sent to

SharePoint sites and to

store incoming messages

in lists. This allows

SharePoint to be used to

archive discussion groups

as well as giving users a

fast a convenient way to

share files.

a. Click on the Incoming e-mail settings link under Topology and Services, the

Incoming E-Mail Settings page will appear.

b. This page will allow an administrator to enable or disable the ability for SharePoint

lists to receive e-mail submissions. This settings page affects the entire farm

adding or removing the ability to enable or disable this at a site collection level.

c. In order to enable incoming e-mail on the farm select the Yes option in the Enable

Incoming E-Mail section.

d. Click Ok to save your configuration change.

e. Open a new Internet Explorer window, enter http://moss in the Address field

and press the Enter key.

f. The HOL site collection will appear, click on the Announcements link on this

page and the Announcements list view page will appear.

g. Click on the Settings |List Settings option and the Customize Announcements

page will appear.

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Tasks Detailed Steps

h. Click on the E-mail settings link in the Communications section, the Change E-

Mail Settings: Announcements page will appear.

i. Select Yes in the E-Mail enable this list to receive e-mail section, and enter

announce in the text box under E-mail address.

j. Choose “Archive all email regardless of sender” in the “E-Mail Security”

section

k. Click Ok to save these changes.

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Tasks Detailed Steps

l. Click on Start | All Programs | Outlook Express to open the mail client.

m. Ignore the error message about the missing POP3 server

n. Expand Local Folders and click on the Drafts folder.

o. There will be a draft email in the Drafts folder, double click on this email and

click on the Send button.

p. The e-mail takes a few minutes to process, however it will be added to the

Announcements list as it gets delivered. You can see the e-mail queue in

C:\Inetpub\mailroot\Drop. The message will be delivered when this folder is

empty.

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Conclusion In this lab, you got a brief overview of how to install Windows SharePoint Services (version 3) as well as many of

the new Central Administration site and configuration options.