Step by Step Installation Guide – Creating the WSS v3 and MOSS 2007 RTM Virtual Machine on Windows Server 2008 R2

My 2013 calendar year blogging starts with bang, my first article relates to SharePoint 2007, not SharePoint 2013. 🙂

Over the new year weekend, I was one of those SharePoint professionals who were preparing new year engagement to perform potential WSS v3 and SharePoint 2007 custom development. Since I haven’t done any SharePoint 2007 work since Q4 2009, I didn’t have any pre-built VMs and I wanted to make sure I get prepared for client work.

As I was going through installation process, I have noticed there are so many things we are used to with SharePoint 2010 and SharePoint 2013 VMs doesn’t apply to WSS v3 and SharePoint 2007 environment. Even though I had performed MOSS 2007 installation so many times in past, it was little bit tricky especially understanding what kind of pre-requisites are necessary since there is no pre-requisite installer & what type of installation is required for WSS v3 for farm level installation etc. I am sure there are many more SharePoint professionals still working on SharePoint 2007 and may come across similar situation. With this article, I am trying to bridge that gap.

This article provides detailed steps to create the WSS v3 SP2 or MOSS 2007 SP2 VM on the Windows 8 x64 Enterprise Edition as host OS and Windows Server 2008 R2 x64 Edition as Guest OS using VMware Workstation 9 and later version. Since this is first time I was installing SharePoint 2007 on the Windows Server 2008 R2 (all my past installations were on Windows Server 2003 R2), I have noticed that SharePoint 2007 and WSS v3 RTM is not supported on Windows Server 2008 R2 and later. If you try to run the installer without SP2 slipstreamed, it would be blocked and you cannot continue.

Verify that Software and Hardware Requirements of Your Computer

  • Your computer is running the 64-bit installation of Windows 8 Enterprise Edition.
  • Your computer is running the VMware Workstation 9 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 x64 Edition
  • Allocate minimum 50 GB Disk Capacity (100 GB recommended for heavy VM use)
  • Allocate minimum  4 GB RAM (6 GB recommended for optimal performance)
  • Allocate 2 Processors
  • Configure Network Adaptor – NAT

Install and Configure the Operating System

  • Install Windows 2008 Server R2 x64 Enterprise Edition as Guest OS, Assign Admin Password
  • Verify and configure Internet Connectivity on the VM.
  • Install VMware Tools for better VM experience. It will install Mouse, Audio, and Video (SVGA) Drivers.
  • Activate the Windows OS 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 – This will install IE 9 and Windows Server 2008 R2 SP1
  • 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. “SP2007VM”) 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.
  • Change Power Settings – Turn off the display – Never, Put the computer to the sleep – Never
  • Configure the DisableLoopbackCheck registry setting (Microsoft KB #896861)

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. SP2007VM.niks.local) on the Initial Configuration screen.
  • Verify that Administrative Password (e.g. Niks\Administrator) 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 SQL Server 2008 R2 SP1

  • Install the SQL Server 2008 R2 RTM Enterprise 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 SQL Server 2008 R2 SP1
  • Install the Reporting Services but DO NOT configure the report server.

For WSS v3 VM – Install WSS v3 SP2

  • Install Pre-requisites – Application Server & Web Server (IIS) roles
    • Make sure in Application Role Services section – .NET framework 3.5.1, Web Server (IIS) support, and Windows Process Activation (HTTP Activation) is checked
    • Make sure in IIS role services section – ASP.NET is selected
  • Install WSS v3 SP2, You can’t install RTM or SP1 on Windows Server 2008 R2 or later
    • Installation Type – Select Advanced, Basic will install single server standalone instance with dedicated SQL server instance
    • Server Type – Select WFE, don’t select standalone which would install same as Basic with SQL Server Express
  • Run SharePoint Products Configuration Wizard
    • Connect to a Server farm – No, I want to create a new server farm
    • Specify Central Admin Settings (5000 port), SQL Server Database Instance & Admin Username/Password (SP2007VM, Niks\Administrator) for configuration database, and Authentication Provider (NTLM)
  • It should open up central Admin site – http://sp2007vm:5000/
    • On Services on Server Page – Activate Windows SharePoint Services Search service, Specify Niks\Administrator as Service account & Content Access account
  • Create New Content Web Application
    • Port – 80
    • Authentication Provider – NTLM
    • Application Pool – Niks\Administrator
    • Database Name – WSS_Content with Windows Authentication
    • Search Server – SP2007VM
  • Create New Content Site Collection at http://sp2007vm
    • Site Template – Team Site
    • Primary Site Collection Admin – Niks\Administrator
    • No Site Quota
  • Add both Central Admin & Main Content Site Collection on favorites tab
  • Configure IE Settings
    • Delete all the default favorites items
    • Configure http://sp2007vm as home page
    • Add http://sp2007vm as trusted site to avoid login
    • Configure browsing history, make sure you delete upon exit, and select every time visit the web page, disk space to use – 10 MN, and 0 pages in history, On delete button-select everything except preserve favorites website data

For MOSS 2007 VM – Install MOSS 2007 SP2

  • Install Pre-requisites – Application Server & Web Server (IIS) roles
    • Make sure in Application Role Services section – .NET framework 3.5.1, Web Server (IIS) support, and Windows Process Activation (HTTP Activation) is checked
    • Make sure in IIS role services section – ASP.NET is selected
  • Install MOSS 2007 SP2
    • Installation Type – Advanced
    • Server Type – Complete
  • Run SharePoint Products Configuration Wizard
    • Connect to a Server farm – No, I want to create a new server farm
    • Specify Central Admin Settings (5000 port), SQL Server Database Instance & Admin Username/Password (SP2007VM, Niks\Administrator) for configuration database, and Authentication Provider (NTLM)
  • It should open up central Admin site – http://sp2007vm:5000/
    • On Services on Server Page
      • On Server role, Select “Single Server or Web Server for small server farms, All services run on this server”
      • Activate Office SharePoint Search Service, Check both Index & Query roles, Specify Niks\Administrator as farm search service account
      • Activate Windows SharePoint Services Search service, Specify Niks\Administrator as Service account & Content Access account
  • Create New SSP – DefaultSSP
    • Create New Web Application for SSP
      • Port – 9999
      • Authentication Provider – NTLM
      • Application Pool – Niks\Administrator
      • Database Name – WSS_Content_SSP with Windows Authentication
    • Create New Web Application for My Site
      • Port – 8888
      • Authentication Provider – NTLM
      • Application Pool – Niks\Administrator
      • Database Name – WSS_Content_MySites with Windows Authentication
    • Configure New SSP Settings
      • SSP Name – DefaultSSP
      • Web Application – SSP Web App URL – SharePoint-9999
      • My Site Web Application – My Site Web App URL – SharePoint-8888
      • SSP Credentials – Niks\Administrator
      • SSP Database – DefaultSSP_DB with windows authentication
      • Search Database – DefaultSSP_Search_DB with windows authentication
      • Index Server – SP2007VM
      • Default Path for Index files
  • Create Content Web Application and Site Collection
    • Create New Content Web Application
      • Port – 80
      • Authentication Provider – NTLM
      • Application Pool – Niks\Administrator
      • Database Name – WSS_Content with Windows Authentication
      • Search Server – SP2007VM
    • Create New Content Site Collection at http://sp2007vm
      • Site Template – Collaboration Portal
      • Primary Site Collection Admin – Niks\Administrator
      • No Site Quota
    • Access New Site Collection Home Page & Create Administrator My Site
      • Add Central Admin, SSP Admin, Search Admin, Admin My Site, & Main Site Collection on favorites tab
      • Configure IE Settings
      • Delete all the default favorites items
      • Configure http://sp2007vm as home page
      • Add http://sp2007vm as trusted site to avoid login
      • Configure browsing history, make sure you delete upon exit, and select every time visit the web page, disk space to use – 10 MN, and 0 pages in history, On delete button-select everything except preserve favorites website data

On both For WSS v3 and MOSS 2007 VM – Install Office 2007 & SPD 2007 for Office Integration – 32 bits

  • Install Office Enterprise 2007, Ensure Word and other office software’s are activated
  • Install Office Enterprise 2007 SP2
  • Install Microsoft Office 2007 Add-in Microsoft Save as PDF or XPS.exe
  • Install SharePoint Designer 2007 – 32bit, You can download free version of SharePoint Designer from here – http://www.microsoft.com/en-us/download/details.aspx?id=21581

On both For WSS v3 and MOSS 2007 VM – Install Visual Studio 2010 SP1 for DEV machine

  • Install Visual Studio 2010 and SP1
  • Install WSP Builder

Hope this helps!!!

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