This article provides detailed steps to create the SharePoint 2010 RTM VM on the Windows 7 x64 Ultimate Edition as host OS and Windows Server 2008 R2 x64 Edition as Guest OS using VMware Workstation 7 and later version.
If you are interested, please download free step by step 225 pages documents from my SkyDrive.
○ 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 7 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 2GB RAM (4 GB recommended)
○ 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. Once Windows Update is completed, turn off the Windows Update to avoid any accidental updates.
- 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. 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
○ Option1: 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. Enable the FILESTREAM for the Transact-SQL and File I/O Streaming access.
- 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)
○ Option2: Install the SQL Server 2008 R2 Edition
- Install the SQL Server 2008 R2 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. Enable the FILESTREAM for the Transact-SQL and File I/O Streaming access.
- Install the Reporting Services but DO NOT configure the report server.
○ Install the SharePoint 2010 RTM Pre-requisites
- Review the Pre-requisites required for the SharePoint 2010 RTM (http://technet.microsoft.com/en-us/library/cc262485.aspx)
- Activate the PowerShell V2 RTM on the Windows Server 2008 R2. Please remember that Microsoft .NET Framework 3.5 Service Pack 1 and PowerShell V2 RTM are shipped with the Windows Server 2008 R2 as windows features. Open the Administrative Tools -> Server Manager. Select Features node and click on the “Add Features” link to activate the “Windows PowerShell Integrated Scripting Environment” feature. Reboot the VM. After the reboot, Initial Configuration Screen should show PowerShell in the installed features section.
- Download and Install ADO.NET Data Services Update for .NET Framework 3.5 SP1 for Windows 7 and Windows Server 2008 R2 (this will be added in the SharePoint 2010 SP1) –http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=3e102d74-37bf-4c1e-9da6-5175644fe22d
- Run the SharePoint 2010 RTM Bits to run the Pre-requisite Installer. Please note that pre-requisite installer requires internet connectivity because it will download most of these pre-requisites during the installation process. Alternatively, you can download all the pre-requisites, install them manually or create the pre-requisite installer package as shown in Jai Li’s FAQ page – (http://blogs.msdn.com/opal/archive/2010/04/25/faq-sharepoint-2010-rtm-installation.aspx), and later run the pre-requisite installer to validate all the pre-requisites are installed properly. We will install all the pre-requisites manually for full control and to understand the process.
- Download and Install the Windows Server 2008 R2 FIX: A hotfix that provides a method to support the token authentication without transport security or message encryption in WCF is available for the .NET Framework 3.5 SP1 (http://go.microsoft.com/fwlink/?LinkID=166231). Run the Windows6.1-KB976462-v2-x64.msu.
- Download and Install the Windows Identity Framework (WIF) for Windows Server 2008 R2. (http://go.microsoft.com/fwlink/?LinkID=166363) Please remember that if you have Microsoft “Geneva” Framework installed, you must uninstall it before you install the Windows Identity Foundation (WIF). Run the Windows6.1-KB974405-x64.msu.
- Download and Install the Microsoft Sync Framework v1.0 (http://go.microsoft.com/fwlink/?LinkID=141237&clcid=0x409). Run the Synchronization.msi and it may confirm that it’s been already installed if you have installed SQL Server 2008 R2.
- Download and Install the Microsoft Filter Pack 2.0. (http://go.microsoft.com/fwlink/?LinkId=191851). Run the FilterPack64bit.exe.
- Download and Install the Microsoft Chart Controls for Microsoft .NET Framework 3.5. (http://go.microsoft.com/fwlink/?LinkID=141512). Run the MsChart.exe.
- Install the Microsoft SQL Server 2008 Analysis Services ADOMD.NET. (http://go.microsoft.com/fwlink/?LinkId=130651). Run the SQLSERVER2008_ASADOMD10.msi
- This is optional component – Install the Microsoft Server Speech Platform. (http://go.microsoft.com/fwlink/?LinkID=179612). It makes phonetic name matching work correctly for SharePoint Search 2010. Run the SpeechPlatformRuntime.msi. Please remember that installation process doesn’t inform the users that installation is completed.
- This is optional component – Install the Speech Recognition Language for English. (http://go.microsoft.com/fwlink/?LinkID=179613). Run the MSSpeech_SR_en-US_TELE.msi. Please remember that installation process doesn’t inform the users that installation is completed.
- This is optional component – Install the Microsoft SQL Server 2008 R2 Reporting Services Add-in for Microsoft SharePoint Technologies 2010. This is required to run the Access Services and List Reports. (http://go.microsoft.com/fwlink/?LinkID=164654&clcid=0x409). Run the rsSharePoint.msi.
- Please reboot the machine to make sure all the pre-requisites are installed correctly before moving on the next step.
- Run the SharePoint 2010 Product Preparation Tool (Pre-requisites Installer) to activate the Web Server and Application Server Role and verify all the pre-requisites installed.
- After the installation, restart the VM, Verify that all the pre-requisites are installed or activated as features or server roles.
○ Install and Configure the SharePoint 2010 RTM
- Run the SharePoint 2010 RTM Bits to install the SharePoint 2010 RTM. When you install SharePoint on a domain controller(DC), Setup doesn’t give you any option to choose installation type (standalone or server farm) or server type (complete or stand-alone) installation. This is a designed behavior. By default, installation will have 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, Central Administration Web Site Settings (e.g. port -5000), Authentication Provider – NTLM etc.
○ 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.
- Activate the services that are not automatically activated during the services configuration wizard – Claims to Windows Token Service and Microsoft SharePoint Foundation Sandboxed Code Service.
- 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/)
- Configure the IE for automatic windows authentication to automatically login to the SharePoint Sites using logged in user using IE Browser -> Tools -> Internet Options -> Security tab -> Local Intranet Zone, Sites -> Advanced
○ Install the Microsoft Office Professional Plus 2010 (32-bit)
- After the installation, activate the office 2010 and 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.
- When installing Office 2010 on the same machine as SharePoint Server 2010, you must disable the protected view to save files to the SharePoint Server and view the Office 2010 documents from the SharePoint 2010. To turn off protected view, open the word, PowerPoint, and excel, Office Backspace -> Options -> Trust Center Tab -> Trust Center Settings -> Protected View Tab -> Uncheck any of all of the protected view options.
- If you are planning to use the Office OneNote 2010, Activate the Desktop Experience feature on the Windows Server 2008 R2.
- Upload the documents to the SharePoint Team Site and Verify that documents are accessible in the Office Clients.
○ Install Microsoft Office Web Applications 2010 (64-bit)
- After the Installation, Run the SharePoint Products and Technologies Configuration. Visit the Central Admin site and configure the word viewer and PowerPoint service through farm configuration wizard.
- Activate the OfficeWebApps feature on the Root Site Collection
- Run the additional PowerShell commands and verify that Word and PowerPoint files are accessible through the Office Web Viewers. Excel documents should be opened by the Excel Services. See the Jai Li’s FAQ page – (http://blogs.msdn.com/opal/archive/2010/04/25/faq-sharepoint-2010-rtm-installation.aspx).
○ Download and Install Microsoft SharePoint Designer 2010 (32bit).
- Please remember that you cannot install 64bit of SharePoint 2010 Designer with the 32-bit of the Office 2010 Professional plus Edition.
- Download the free 32-bit version of the SharePoint Designer 2010. (http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=d88a1505-849b-4587-b854-a7054ee28d66) and run the SharePoint Designer 2010 x86.exe to install the 32-bit version of the SPD 2010.
- 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.
○ Install Microsoft Visio Premium 2010 (32-bit). Open the Visio Premium, activate the product, and verify that it installed correctly.
○ Install the Microsoft Visual Studio 2010 (32-bit). 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
- Upload content the team site for better Content Search experience
- Configure the Enterprise Search
- Configure the Basic Search Center for Content Search
- Configure the Enterprise Search Center for both Content and People Search
- Configure the User Profile Synchronization (http://blogs.msdn.com/sharepoint/archive/2009/11/18/path-to-user-profile-synchronization-success-in-sharepoint-2010-beta.aspx)
- Configure the My Sites and Perform the People Search (Please note that default My Site Host is already created part of the Profile Service configured through Farm Configuration Wizard)
- Configure the SharePoint and SSRS Integrated Mode Configuration
- Configure the SharePoint and SSRS Native Mode Configuration
- And, many many more…..