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Central Administration Post-Setup Configuration

101
with the other service applications that remain to be configured. You can also look in the ULS log
in
14\logs for more details. In Chapter 15, you will learn about correlation IDs and how they make
your life about a million times easier.
CENTRAL ADMINISTRATION POSTSETUP CONFIGURATION
Although Chapter 6 covers SharePoint administration and how to poke around Central Admin, a
couple of topics need to be covered here to get your farm off the ground successfully. This section
provides insight into recommended configuration changes you should make before you let the users
in and they make a mess.
Outgoing E-Mail
If you are familiar with SharePoint 2.0 or 3.0 outgoing e-mail settings, then this page should look
very familiar, as it hasn’t changed in years. You will need to specify the outbound SMTP server
along with the From and Reply To e-mail addresses.
The outbound SMTP server can be any e-mail server that allows anonymous relay from the
SharePoint server. Because anonymous relay is typically frowned upon, you may need to have
your e-mail server administrator enable anonymous relay for the IP address(es) of your SharePoint
server(s).
Secure Store Service
The Secure Store Service is a service application that acts as a credential manager. For example,
when you set up the PerformancePoint Services application’s unattended service account, the infor-
mation is stored in the Secure Store Service database. While you are configuring these other service
applications, it isn’t always apparent they are having issues because the Secure Store Service isn’t
configured, so it is best to configure the service as part of the initial farm configuration.
Thankfully, there is very little to do with this configuration. Simply open the service application and
generate a new key. When you generate the key you will need to specify a passphrase for the hash.
Be certain to record this passphrase in a safe place. Once the key is generated, your work is done.
Pretty simple, but it should save you some confusion later.
Configuring a Search Schedule


Another good idea is to configure a generic search schedule as part of your initial configuration.
This way, while your users are “just testing,” they don’t get frustrated because the search feature
doesn’t work. All of Chapter 14 is dedicated to search, and there is a lot of great stuff to learn in
order to search correctly; but skipping ahead for now and just enabling an incremental crawl, even
just once a day, will go a long way toward avoiding angry phone calls later. This crawl will populate
the index with information so when your users use the search box to find items they can get results.
Keep in mind that it is easy to overwhelm your server with a too aggressive schedule, so set it to
every few hours at most or every day at best until you have learned more about search and under-
stand your data.
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Monitoring Drive Space
While you are wrapping up your server configuration it is a good time to think about drive space.
By default, everything is going to be on the C: drive of your server. This may be okay if you have a
500GB C: drive, but insufficient space can pose a major problem. Some items you should consider
are as follows:
IIS logs

Web application directories (

C:\inetpub\*)
SharePoint ULS logs

SharePoint usage data collection

SharePoint search index

Consider whether it makes since to move some of these files to another drive.
Other Thinking Points

There are a few more things for you to consider. What is your backup strategy? Asking yourself when
the server goes down or after an executive needs his or her vacation pictures restored is too late.
Once the server is installed and you give users access, you are responsible for their data no matter
what your agreement with them might have been, so you better be backing up that data before you
let them in. Chapter 12 has plenty on the topic so enjoy the read.
Congratulations! The day you became a SharePoint administrator you also became a SQL admin-
istrator. Even if you have great DBAs watching over those SQL Servers, 99 percent of your data is
stored there so their problems are your problems. You need to be very vocal in communicating with
the DBAs about what they can and cannot do with your databases. And do you know where your
performance bottlenecks are most likely to occur? That’s right—on the SQL Server.
Chapter 3 discussed the new HTTP throttling feature and how it enables the server to protect data
being written to the server during heavy load periods. If you are doing a VM install of SharePoint
on underperforming hardware, consider disabling HTTP throttling. It can cause you some headaches
on your slow VM while trying to protect you.
STEPBYSTEP INSTALL
You have learned a lot over the previous several pages about the various installation and configuration
options you face while building a SharePoint farm, and the reasoning behind a lot of the recom-
mendations that were made. This section now brings it all together with clear, step-by-step install
instructions that will enable you to go from a simple Windows and SQL Server install to a running
SharePoint farm.
Step-by-Step Install

103
The Environment
This walk-through uses two servers. One server will be the Active Directory domain controller,
with SQL Server 2008 running on it. The second server will be configured only with a pre-RTM
SharePoint Server 2010 Enterprise installation. Both machines are actually virtual machine guests.
ServerDC
The first server, named ServerDC, is running Windows Server 2008 R2 (64-bit) with all current
Windows Updates installed. It has been preconfigured as an Active Directory domain control-

ler for the Contoso domain. SQL Server 2008 has been installed and has had Service Pack 1 and
Cumulative Update Package 2 (KB970315) applied.
ServerSP
The second server, named ServerSP, is also running Windows Server 2008 R2 (64-bit) with all cur-
rent Windows Updates installed. It is a member of the Contoso domain.
Accounts
Three accounts have been created for this scenario. In most production scenarios you will have
additional accounts. The accounts are Contoso\SP_Admin, Contoso\SP_Farm, and Contoso\SP_
ServiceApp. Each account has been configured only as a domain user. Additionally, SP_Admin has
been given the following additional rights:
Added as a local administrator on ServerSP only

From SQL Management Studio running on ServerDC, the account has had a SQL login

created with the roles of dbcreator, public, and securityadmin, as shown in Figure 4-7.
FIGURE 47
The Install
Enough messing around and getting things in order. Time to jump in and get this thing installed.

1. Log in to ServerSP as Contoso\SP_admin.

2. Download OfficeServer.exe to your server desktop.
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3. Open a command prompt and change directory to your desktop by running the following
command:
CD Desktop
4. Run the following command to extract the contents of OfficeServer.exe, as shown in
Figure 4-8:

OfceServer.exe /extract:c:\install\SharePoint2010
FIGURE 48
5. Click OK at the “Files extracted successfully.” message.

6. Close the command prompt window and use Windows Explorer to navigate to c:\install\
SharePoint2010
.

7. Double-click on PrerequisiteInstaller.exe.

8. Click Next at the Welcome screen. Read and accept the license terms and click Next.

9. At the Installation Complete screen, click Finish. If you have any errors, click on the log and
review the errors. Correct those errors and re-run the prerequisiteinstaller.exe.

10. From the c:\install\SharePoint2010 folder, double-click setup.exe.

11. Enter your product key and click Continue.

12. Read and accept the license terms and click Continue.

13. STOP! This is a very easy place to make a mistake by going too fast. The “Choose the instal-
lation you want” screen offers you the choice of a Stand-alone install or a Server Farm. As
described earlier in this chapter, it is essential that you change from the default Standalone
option to Server Farm before clicking. Figure 4-9 serves as a reminder.

14. STOP! Another easy mistake to be made. In the next screen, Stand-alone is again the default,
but for goodness’ sake, click the button for Complete. After double-checking that you clicked
Complete, you can click Install Now. The installation will run.


15. When the install completes, the Run Configuration Wizard screen will appear. Leave the
check box selected and click Close.
Step-by-Step Install

105
FIGURE 49
If you are planning on installing the Offi ce Web Applications (OWA),
which are covered in Chapter 19, you need to deselect the check box to
prevent the Confi guration Wizard from running. You then need to run the
OWASetup.exe and walk through that install as detailed in Chapter 19.
16. The Welcome Screen will display; click Next.

17. A warning will appear that IIS and SharePoint administrative and timer services will be
stopped. Click Yes.

18. The Connect to a server farm screen will open. Select Create a new server farm and click
Next.

19. At the Specify Confi guration Database Settings screen, input your information as applicable.
Figure 4-10 shows the settings used based on server names and accounts in the example sce-
nario. After confi rming your selections, click Next.
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CHAPTER 4 iNstalliNg aNd coNfigUriNg sharePoiNt 2010
FIGURE 410
20. At the Specify Farm Security Settings screen, enter and confirm your passphrase. Be sure to
document your passphrase for future reference.

21. At the Configure SharePoint Central Administration Web Application screen, it is recom-
mended that you specify a port number. In the example, 5555 is used because it is easy to

remember.

22. Keep the authentication provider for Central Admin at the default of NTLM and click Next
to continue.

23. From the Completing the SharePoint Products Configuration Wizard screen, confirm your
settings and click Next. This will start the configuration process, which takes a few minutes.

24. At the Configuration Successful screen, click Finish.

25. SharePoint Central Administration opens automatically. Depending on the configuration
of your browser you may be prompted to log in. You should also confirm that the site is
an Internet Explorer Trusted site or a Local intranet zone. If prompted, you can choose to
participate in the Customer Experience Improvement program or not and then click OK, as
shown in Figure 4-11.

26. Central Admin now takes you to a page asking “How do you want to configure your
SharePoint farm?” Click Start the Wizard.

27. Enter the username and password of a new managed account. For this example, use
Contoso\SP_ServiceApp. Remember to add the domain\ in front of your username as
shown in Figure 4-12.
Step-by-Step Install

107
FIGURE 411
FIGURE 412
28. By default, all of the service applications will be selected except for the Lotus Notes
Connector. Make any necessary changes and then click Next.


29. After a few minutes you will be brought to a page to create a site collection in the web appli-
cation SharePoint automatically created for you. Enter a Title and Description and then select
a template to use. Figure 4-13 shows an example.
FIGURE 413
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CHAPTER 4 iNstalliNg aNd coNfigUriNg sharePoiNt 2010
30. When the wizard completes, SharePoint will return a page with a list of the service applica-
tions that were created. Click Finish.

31. Configure Outgoing e-mail:

a. From the home page of Central Admin, click System Settings.

b. On the System Settings page, click Configure outgoing e-mail settings from the E-mail
and Text Messages (SMS) section.

c. Specify the Outbound SMTP server and the From and Reply to addresses, and then
click OK.

32. Configure the Secure State Service:

a. From the left-hand navigation pane, click Application Management.

b. Click Manage service applications from the Service Applications section.

c. Scroll down the page and click Secure Store Service.

d. From the ribbon, click Generate New Key.


e. Enter and confirm a passphrase and click OK.

f. When finished, you should see the message “There are no Secure Store Target
Applications in this Secure Store Service Application.” This is normal.

33. Set a simple search crawl schedule:

a. From the Central Admin home page, select Manage service applications.

b. Click the Search Service Application.

c. From the left-hand navigation pane, click Content Sources.

d. Hover over Local SharePoint sites and click the drop-down arrow.

e. Select Edit.

f. Scroll to the bottom of the page and click Create schedule.

g. Define a schedule and click OK.
With these settings done, your farm should be ready to rock and roll. Now would be a great time to
put your backup strategy in place.
CREATING SOMETHING USERS CAN USE
You have done it. SharePoint is now fully installed and configured—all that is left is creating
something your users can use. Of course, the configuration wizard did create a web application at
http://servername for you that you could give the users access to, but if you are like some geeks
you prefer server names like BigScaryMonsterFromSpace or Server128323-City-State-Country-
Company. While both of those names are great for IT, they kind of stink for Betty in accounting.

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