Step by Step Installation Guide – Creating the SharePoint 2010 Public Beta Virtual Machine on Windows Server 2008 R2

This article provides detailed steps to create the SharePoint 2010 Public Beta VM on the Windows 7 x64 host OS and Windows Server 2008 R2 x64 Guest OS using VMware Workstation 6.5.2 build-156735 and later version. Here are the high level steps.

○   Verify that Software and Hardware Requirements of Your Computer

  • Your computer is running the 64-bit installation of Windows 7.
  • Your computer is running the VMware Workstation 6.5.2 build-156735 or later version
  • Your computer has minimum 4 GB RAM (8 GB recommended), minimum 80 GB Hard Disk Space (Optionally you can use the external hard drive for storage)
  • Your computer supports Virtualization (Enable Virtualization in the BIOS configuration)
  • Your computer is connected to the Internet

○   Create new VMware Workstation Virtual Machine with following settings

  • Guest OS – Windows Server 2008 R2
  • Allocate minimum 50GB Disk Capacity
  • Allocate minimum 2 GB RAM

○   Install and Configure the Operating System

  • Install Windows 2008 Server R2 x64 Enterprise Edition as Guest OS
  • Configure the Internet Connectivity on the VM.
  • Install VMware Tools for better VM experience. It will install Mouse, Audio, and Video (SVGA) Drivers.
  • Activate the Windows from the Initial Configuration Page
  • Perform the Windows Update – Turn on and Install the Windows Update from the Initial Configuration Page
  • Set the Administrator Password to Never Expires. Open the Server Manager -> Configurations -> Local Users and Groups -> Users. Change the Administrator user properties and verify that “User cannot change password” and “Password never expires” are checked.
  • Change the Computer Name to user defined name. Open the server manager and click on the “Change System Properties” link from the “Server Summary” page. Change the computer name (e.g. “SP2010VM”) and verify that computer is the member of the workgroup.
  • Disable the Windows Firewall. In the Server Manager, on the Server Summary page, Use the “Go to Windows Firewall” link in the Security Information to turn off the firewall for three windows profiles – domain profile, public profile, and private profile.
  • Disable the Enhanced Security Configuration to avoid the Trusted Site warnings and to automatically login to the SharePoint Sites using logged in user. In the Server Manager, on the Server Summary page, Use the “Configure IE ESC” link in the Security Information to turn off the settings for both Administrators and Users.

○   Setup the DNS and Install the Active Directory as Domain Controller

  • Add Active Directory Domain Services through Add Roles wizard from the Initial configuration screen. This will also add Microsoft.NET Framework 3.5.1 windows feature.
  • Launch the Active Directory Domain Service Installation Wizard at the end of the Active Directory Domain Services installation process or Run the “dcpromo” command with following settings – create a new domain in a new forest, specify the domain name (e.g. niks.local), and Forest level – Windows Server 2008 R2.
  • You will be warned for the dynamically assigned IPAddress. Select Yes to use an automatically assigned IP address by DHCP Server.
  • Reboot the VM and verify that login prompts the domain.
  • Verify that DNS Server and Active Directory Domain Services roles are added on the Initial Configuration or Server Manager screen.
  • Verify the Domain Name (e.g. niks.local) and full computer name (e.g. SP2010VM.niks.local) on the Initial Configuration screen.
  • Verify that Administrative Password is set to never expire using Administrative Tools -> Active Directory Users and Computers. Verify that “Password never expires” and “User cannot change password” is checked.
  • Verify the TCP/IPv4 settings for the Local Area Connection in the Network Settings. It should use the self DNS address – 127.0.0.1

○   Install the SQL Server 2008 x64 Edition and SP1 and CU2 Bits

  • Install the SQL Server 2008 x64 Edition – Full installation including reporting, integration, and analysis services. Specify the Administrator account (e.g. Niks\Administrator) and Mixed mode Authentication for Database Engine, Analysis Services, Integration Services, and Reporting Services.
  • Install the Reporting Services but DO NOT configure the report server.
  • Download and Install the Microsoft SQL Server 2008 SP1 (http://go.microsoft.com/fwlink/?LinkId=166490)
  • Download and Install the Cumulative Update Package 2 for SQL Server 2008 Service Pack 1 (http://support.microsoft.com/default.aspx/kb/970315)
  • Run the Windows Update and Microsoft Update
  • Turn off the Windows Update and Microsoft Update to avoid accidental updates on the VM.

○   Install the SharePoint 2010 Public Beta Pre-requisites

○   Install and Configure the SharePoint 2010 Public Beta

  • Run the OfficeServer.exe to install the SharePoint 2010 Public Beta bits with following settings – Installation Option – Server Farm , Server Type – Complete
  • Run the SharePoint Products and Technologies Configuration to configure the SharePoint 2010 environment with following settings – Connect to a Server Farm – Create a new Server Farm, Database Server Name and Account – Use the Administrator account (e.g. Niks\Administrator), Farm Security Settings – Passphrase, and Central Administration Web Site Settings (e.g. port -5000).

○   Configure the SharePoint Services and Basic team site

  • Visit the Central Admin Web Site (e.g. http://sp2010vm:5000/default.aspx) and Click on the Configuration Wizards link to configure the service applications on the farm. This is not recommended option in real world scenarios with medium or large farm configurations but great for quick demo boxes where you can configure all the services by walking through steps of the wizard.
  • Launch Farm Configuration Wizard. Specify the service account (e.g. niks\administrator). Accept the default selection and click Next to provision the services on the server. It may take a while to configure the services on the server.
  • Last step is to configure the default site collection with the default web application using the URL of the machine name. (e.g. http://sp2010vm). You may skip this step if you want to configure the web application name with proper host header URL to host the root site collection. In this scenario, Select Team Site and Click OK to create the default site. It may take a while to provision the web application and root site collection. At the end of the process, wizard will show the summary of service applications provisioned and root site URL provisioned through the process.
  • On the Central Administration Site, verify that Manage Servers in the farm and Manage Services on the Server displays all the services are running properly.
  • Visit the default site collection, team site to verify that installation and configuration is completed (e.g. http://sp2010vm/)

○   Download the Microsoft Office Professional Plus 2010 Beta (64-bit) (http://technet.microsoft.com/en-us/evalcenter/ee390818.aspx). Run the ProfessionalPlus.exe to install the Office Professional Plus 2010 Beta. After the installation, open the Microsoft Word to verify it works properly. Please note that Office 2010 contains SharePoint Workspace 2010 along with standard Microsoft office applications like Access, Excel, InfoPath, OneNote, Outlook, PowerPoint, Publisher, and Word.

○   Download the Microsoft SharePoint Designer 2010 Beta (64bit) (http://www.microsoft.com/downloads/details.aspx?familyid=EEDA9AB1-AC53-4870-9E1C-38940343D677&displaylang=en). Run the SharePointDesigner_X64.exe to install the SharePoint Designer 2010 Beta. Open the SharePoint Designer 2010 and click on the Open the Site to open the SharePoint Team Site (e.g. http://sp2010vm). SharePoint designer will communicate with SharePoint 2010 Server through web services interface and should open the site contents.

○   Download Microsoft Visio Premium 2010 Beta (http://technet.microsoft.com/en-us/evalcenter/ee390821.aspx). Run the VisioSingleImage.exe to install the Visio Premium 2010 Beta. Open the Visio Premium to verify it installed correctly.

○   Download the Microsoft Visual Studio 2010 Ultimate Beta 2 (http://www.microsoft.com/downloads/details.aspx?FamilyID=dc333ac8-596d-41e3-ba6c-84264e761b81&displaylang=en). Run the Setup.exe to install the Visual Studio 2010 Ultimate Beta 2. Open the Visual Studio 2010 and access the Server Explorer from the View menu. Expand the SharePoint Connections and verify that SharePoint team site contents are accessible from the explorer.

○   Next Steps

Enjoy and happy learning…

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