SharePoint and Office Client Integration

1
Welcome to the Nebraska SharePoint User Group
http//www.sharepointne.com
2
Agenda

• Quick Intro
• Installation
• Configuration
• Break
• Administration
• Q A / Networking

http//www.sharepointne.com
3
User Group Goal / Objectives

• Develop and support a local community focused on
  Microsoft SharePoint Technologies
• Educate user group members about SharePoint
  Technologies
• Transfer knowledge within the community
• Communicate best practices
• Introduce new products / solutions

http//www.sharepointne.com
4
Introductions NESPUG Sponsors

• Inetium (www.inetium.com)
• Technology consulting company
• Microsoft Gold Certified Partner
• Practice area focused on SharePoint
• Host of Minnesota SharePoint Users Group
• Microsoft (www.microsoft.com)
• Im guessing youve heard of them

http//www.sharepointne.com
5
www.sharepointne.com

• Website for user group
• SharePoint resource documents
• SharePoint resource websites links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations

www.sharepointne.com
http//www.sharepointne.com
6
Upcoming Schedule

• Next Meeting
• April 4th 830 AM to 1130 AM
• Microsofts Omaha Office
• Ongoing Schedule
• 1nd Wednesday of every month
• 830 to AM 1130 am
• Microsofts Omaha Office

http//www.sharepointne.com
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Conferences

• SharePoint Connections March 25-28 Orlando,
  FLhttp//www.devconnections.com/shows/SP2007SP/de
  fault.asp?s91
•  
• Advisor Summit May 6-10  Anaheim, CA 
  http//advisorevents.com/cte0705p.nsf/w/cmsMain
• Microsoft Business Intelligence Conference - May
  9-11 Seattle, WA  http//www.microsoftbiconfere
  nce.com/
• Tech Ed June 4-8  - Orlando, FL  
  http//www.microsoft.com/events/teched2007/defaul
  t.mspx 
• PDC October 2-5  - Los Angeles, CA 
  http//msdn.microsoft.com/events/pdc/
• SharePoint Connections Fall Las Vegas, NV

http//www.sharepointne.com
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Before we begin

• This is a HUGE topic
• We want to give you enough information to get up
  and running
• There are a lot of references available
• End of slide deck
• On the NESPUG site

Overview
9
Terms
Overview
10
Server Editions

• WSS 3.0
• Prerequisites and process are a simplified
  version of the SharePoint Server options.
  Configuration is also simplified
• MOSS (Standard/Enterprise/SP for Search)
• Installation we will be focusing on today

Overview
11
Installation Types

• Stand-alone installation Installs the SQL
  Server 2005 Embedded Edition and uses a default
  set of install options.
• Single-Server Farm Allows you to use an
  existing SQL Server instance on the same machine.
• Medium/Large Server Farm The most flexible and
  scalable options for installing and future
  expansion.

Overview
12
Server Topology
Web Front End
Index / Search
Database Server
Overview
13
Installation
14
Service Accounts

• Create at least one service account, but many
  options are now available
• Central Administration / Each Web Application
• SSP
• Search indexer
• Others, see documentation
• Service account needs to be a local administrator
  on the
• Database and all SharePoint Servers
• On the Database server
• DB Creator, DB Sys Admin, DB Security Admin

Installation
15
Service Accounts

• Create an e-mail account that can be used for
  From and Reply-to settings
• Set service account passwords to not expire
• Always use the domain\username format

Installation
16
SQL Server Setup

• SQL Server 2000
• No additional settings
• SQL Server 2005
• Database Collation settings
• Surface Area settings
• Clustered Servers
• Start with a single node cluster if future
  expansion is needed

Installation
17
SharePoint Servers

• Windows Server 2003 SP1 and fully patched
• Validate IIS is installed
• Validate ASP.NET 2.0 is installed and enabled
  (aspnet_regiis.exe)
• Check for WSS v2 installation and turn off
  (unless side by side)
• Install .NET Framework 3.0
• Once all of these are in place, run the
  SharePoint setup file.

Installation
18
SharePoint Installation

• A few slides...

Installation
19
Product Key

• Green check mark will show up once a valid key
  has been entered.
• (SharePoint Office Server only not necessary
  for WSS)

Installation
20
License Terms

• Read, accept and Continue

Installation
21
Installation Type

• Basic Essentially a one-click install
• Advanced Many more options available

Installation
22
Server Type

• Complete All components needed for any server
  role or service in a farm(SharePoint Office
  Server only)
• Web Front End Files required for core (WSS)
  functionality as web server, but limited
  functionality in a farm
• Stand-alone Same as choosing Basic, but you
  can select a different file location.

Installation
23
File Location

• Alternate location for binary files. Common
  files will still be installed in the default
  location.

Installation
24
Microsoft Feedback Program

• Install Now will begin the binary file
  installation
• No database changes have been made yet
• No IIS changes have been made yet

Installation
25
Installation Complete

• Uncheck the checkbox if you dont want to run the
  Configuration Wizard right away
• You will want to uncheck if you are installing
  SharePoint on multiple servers in a farm
• Also allows for pretty named CA Content Database

Installation
26
Summary

• SharePoint binaries have been deployed
• Farm does not exist
• No Database changes
• No IIS changes

Installation
27
Configuration
28
Configuration Steps

• Optionally use psconfig.exe for more
  configuration options
• Use the SharePoint Configuration Wizard to
  create/join a server farm

Configuration
29
Configuration Basics and Tips

• REMINDER Run the Configuration Wizard and other
  tasks while logged on as the domain service
  account
• Prior to running the Configuration Wizard, use
  the psconfig.exe tool to avoid a database name
  default value (recommended)
• In a farm, the first machine that the
  Configuration Wizard is run on will host the
  Central Administration site
• (Optional) Identify a port number that will be
  used for the Central Administration site

Configuration
30
psconfig.exe

• Run on the same server that the Central
  Administration will be created on.
• Same file location as STSADM.exeC\Program
  Files\Common Files\Microsoft Shared\web server
  extensions\12\bin
• Pre-install the Config and AdminContent databases
• Psconfig cmd configdb create server
  ltSQL_servernamegt database ltname_of_precreated_co
  nfigdbgt user ltdomain\dbaccessaccountgt
  password ltdbaccesspwgt admincontentdatabase
  ltname_of_precreated_admincontentdbgt

Configuration
31
psconfig.exe (cont.)
Configuration
32
Configuration Wizard

• Run the Configuration Wizard on the machine that
  will host the Central Administration first

Configuration
33
Start the Configuration Wizard
Configuration
34
Server Farm Settings

• Creating the Configuration database using
  psconfig.exe actually created the farm
• The Configuration Wizard recognizes the database
  that was created

Configuration
35
Central Administration configuration

• Either accept the randomly generated port number
  or specify a port number
• Specify security configuration(Kerberos outside
  the scope of this presentation)

Configuration
36
Review Configuration Settings

• Next will start the configuration process
  running

Configuration
37
Configuration process

• Watch the progress
• This is where the process will fail if the
  service account does not have sufficient
  permissions
• Note There will be 9 tasks when also configuring
  the Central Administration

Configuration
38
Configuration Complete

• Congratulations!

Configuration
39
Welcome to Central Administration

• Server Farm Configuration Not Complete wont go
  away until all steps have been completed
• Note that the farm now includes the single server
  and the SQL Server
• If not adding additional servers, services can
  now be configured

Configuration
40
Configure Additional Servers

• For medium/large farm environments

Configuration
41
Run Configuration Wizard on additional servers

• No matter what the roles of the additional
  servers, the process of adding them to the farm
  will be the same
• Roles will be assigned after the farm has been
  built
• Applies to both WSS and SharePoint Office Servers

Configuration
42
Specify the Configuration Database

• Find and connect to the existing configuration
  database

Configuration
43
Validate the database settings

• The process validates the database and the
  ability to connect to it with the credentials
  entered
• Next will initiate the configuration process
  for the server

Configuration
44
Configuration Process
Configuration
45
Configuration Complete

• The additional server has been added to the farm.
  

Configuration
46
Installation Complete

• Both servers are now listed in the Farm Topology
  web part

Configuration
47
Shared Services Provider (SSP) Prerequisite
Steps

• (Office SharePoint Server only)
• Activate and deactivate services on the servers
• Create index and query service roles
• Create Web Applications
• Create and configure the SSP

Configuration
48
Office SharePoint Server Search service

• Office SharePoint Server 2007 only
• On the Operations tab

• Select the server where the service will run

Configuration
49
Start the service

• Click Start

Configuration
50
Index and Query Search Service Settings

• SSP configuration will require an index server
• Select indexing and/or query
• NOTE Be sure to specify the full
  domain\account name for the service account
• Specify the location of the index file for the
  query server

Configuration
51
Disable Unneeded Services

• For servers not serving web content
• Disable the Windows SharePoint Services Web
  Application service on a server
• 1. On the SharePoint Central Administration home
  page, click the Operations tab on the top link
  bar.
• 2. On the Operations page, in the Topology and
  Services section, click Services on server.
• 3. On the Services on Server page, next to Window
  SharePoint Services Web Application, click Stop.

Configuration
52
Web Application for SSP

• Create a new Web application

• Choose a port number (and file path)

• Create and name a new app pool

• Assign a service account

• Assign a database name and server

Configuration
53
MySite Configuration

• Can create another web app, or
• (see reference link at end of deck per Chris
  Johnson)
• How-To
• I am assuming you have your intranet/portal at
  http//OrgsIntranet and the mysites location is
  currently at http//OrgsIntranet12345/personal/ltu
  sernamegt
• First you have to make sure you have 2 managed
  paths set up in the http//OrgsIntranet web
  application. To do this jump into central admin,
  "Application Management" tab, "Define Managed
  Paths". Make sure you are working on the right
  web application once you are in that screen.
• Create an Explicit inclusion for path "mysite"
• Create a Wildcard inclusion for path "personal"
• Jump back into the "Application Management" tab
  choose "Create site collection"
• Create a new site (call it MySiteHost if you
  like), pick "Create site that this URL" and
  choose "mysite", also pick the "My Site Host"
  template (important).
• Once that site is created jump back into Central
  Admin, go into your Shared Services Provider
  configuration, go into the "My Site settings"
  page
• Set "Personal site provider" to
  "http//OrgsIntranet/mysite/" and "Location" to
  "personal", click OK.

Configuration
54
Create the Farms Shared Services
Configuration
55
New Shared Services Provider
Configuration
56
SSP Complete
Configuration
57
Break
5 10 minutes
58
Administration
59
Administration Levels

• Site Administration
• Site Collection Administration
• Central Administration
• Shared Services Provider (SSP) Administration
• Command-line utilities
• Third-Party tools

Administration
60
Top Administrative Tasks

• STSADM
• Site Template management
• Web Part management
• Features and Solutions
• Recycle Bin

Administration
61
STSADM Command line tool

• Located at
• C\Program Files\Common Files\Microsoft
  Shared\web server extensions\12\BIN
• Must be run on the server

Administration
62
STSADM Command line tool

• Key functions
• Backup
• Restore
• setproperty
• days-to-show-new-icon
• max-file-post-size
• others
• Create sites

Administration
63
STSADM Command line tool

• All you need to know
• stsadm -help

Administration
64
STSADM Command line tool
activatefeature addalternatedomain addcontentdb ad
ddataconnectionfile addexemptuseragent addpath add
permissionpolicy addsolution addtemplate adduser a
ddwppack addzoneurl allowuserformwebserviceproxy a
llowwebserviceproxy associatewebapp authentication
backup backuphistory binddrservice blockedfilelis
t canceldeployment changepermissionpolicy copyappb
incontent createadminvs createcmsmigrationprofile
creategroup createsite createsiteinnewdb createssp
createweb databaserepair deactivatefeature delete
adminvs deletealternatedomain deletecmsmigrationpr
ofile deleteconfigdb deletecontentdb deletegroup d
eletepath deletepermissionpolicy deletesite delete
solution deletessp deletessptimerjob deletetemplat
e deleteuser deleteweb deletewppack deletezoneurl
deploysolution deploywppack disablessc displaysolu
tion editcmsmigrationprofile editcontentdeployment
path editssp email enablecmsurlredirect enablessc
enumalternatedomains enumcontentdbs enumdataconnec
tionfiledependants enumdataconnectionfiles enumdep
loyments enumexemptuseragents enumformtemplates en
umgroups enumroles enumservices enumsites enumsolu
tions enumssp enumssptimerjobs enumsubwebs enumtem
plates enumusers enumwppacks enumzoneurls execadms
vcjobs export extendvs extendvsinwebfarm forcedele
telist formtemplatequiescestatus getadminport getd
ataconnectionfileproperty getformtemplateproperty
getproperty getsitedirectoryscanschedule getsitelo
ck geturlzone import installfeature listlogginglev
els listregisteredsecuritytrimmers localupgradesta
tus managepermissionpolicylevel migrateuser osearc
h osearchdiacriticsensitive preparetomove profilec
hangelog profiledeletehandler provisionservice qui
escefarm quiescefarmstatus quiesceformtemplate rec
onvertallformtemplates refreshdms refreshsitedms r
egistersecuritytrimmer registerwsswriter removedat
aconnectionfile removedrservice removeexemptuserag
ent removesolutiondeploymentlock renameserver rena
meweb restore restoressp retractsolution retractwp
pack runcmsmigrationprofile runcontentdeploymentjo
b scanforfeatures setadminport setapppassword setb
ulkworkflowtaskprocessingschedule setconfigdb setc
ontentdeploymentjobschedule setdataconnectionfilep
roperty setdefaultssp setformtemplateproperty seth
oldschedule setlogginglevel setpolicyschedule setp
roperty setrecordsrepositoryschedule setsearchandp
rocessschedule setsharedwebserviceauthn setsitedir
ectoryscanschedule setsitelock setsspport setworkf
lowconfig siteowner spsearch spsearchdiacriticsens
itive sync syncsolution unextendvs uninstallfeatur
e unquiescefarm unquiesceformtemplate unregisterse
curitytrimmer unregisterwsswriter updateaccountpas
sword updatealerttemplates updatefarmcredentials u
pgrade upgradesolution upgradetargetwebapplication
userrole
backup
createweb
enumsubwebs
restore
setproperty
Administration
65
Site Templates

• Site Gallery
• STSADM -addtemplate

Administration
66
Demo
Site Templates and STSADM
67
Web Parts

• Web Part Gallery
• STSADM addwppack

Administration
68
Demo
Web Part Gallery (NOT STSADM)
69
Features

• Features are packaged stuff
• Web Parts
• Workflow
• Additional Menu items
• Policies
• Must be installed and activated
• What makes up a feature?
• At least two XML files stored in the 12 hive

Administration
70
Features

• Central Administration
• Operations - Global Configuration Manage Farm
  Features
• Application Mgmt - Web Application Features
• Site Collection Features
• Web Site Settings-gtSite Features
• Upgrade and Migration
• Enable Enterprise Features
• Enable Features on existing sites

Administration
71
Solutions

• Solutions can package multiple features
• Must be installed and then deployed
• Facilitate deployment on farms
• Scheduled deployments
• Deploys to all servers in the farm

Administration
72
Recycle Bin
Recycle Bin

• Web Application
• Site Collection Second tier Recycle Bin in Site
  Settings
• Site Recycle Bin available

Administration
73
Additional Administration Topics

• Search
• Profiles
• Auditing and Policies
• Forms Authentication
• E-mail to Document Library
• More

Administration
74
Resources

• Microsofts SharePoint Products and Technologies
  site
• http//www.microsoft.com/sharepoint/default.mspx
• Microsoft SharePoint Products and Technologies
  Team Blog
• http//blogs.msdn.com/sharepoint
• The Inetium Blog Server
• http//blogs.inetium.com
• SharePoint blogs listed under IW
• Joel Olesons SharePoint Land -
  http//blogs.msdn.com/joelo/default.aspx

Meeting Resources
75
Resources

• TechNet Installation Reference Site
• http//technet2.microsoft.com/Office/en-us/library
  /776589ed-aba4-47eb-8c4d-86905ac11a511033.mspx?mfr
  true
• Microsoft SharePoint Products and Technologies
  Team Blog (specific)
• http//blogs.msdn.com/sharepoint/archive/2006/11/1
  6/announcing-the-rtw-of-wss-and-office-sharepoint-
  server-2007-standard-and-enterprise-evaluation.asp
  x
• Administrators Companion
• http//www.amazon.com/Microsoft-Office-SharePoint-
  Administrators-Companion/dp/0735622825/sr8-1/qid
  1171179023/refsr_1_1/104-0676530-9511934?ieUTF8
  sbooks

Meeting Resources
76
Resources

• Which SharePoint technology document
• http//sharepointne.inetium.com/User20Group20Pre
  sentations/Which20SharePoint20technology20is20
  right20for20you.pdf
• Kerberos information http//support.microsoft.com
  /?kbid832769
• MySite Setup optionshttp//blogs.msdn.com/cjohnso
  n/archive/2006/09/15/754902.aspx
• SharePoint Products and Technologies Community
• http//www.microsoft.com/technet/community/en-us/s
  harepoint/default.mspx

Meeting Resources
77
Certifications SharePoint Installation and
Configuration

• 70-631 - Windows SharePoint Services 3.0,
  Configuringhttp//www.microsoft.com/learning/exam
  s/70-631.mspx
• 70-630 - Office SharePoint Server 2007,
  Configuringhttp//www.microsoft.com/learning/exam
  s/70-630.mspx

78
Q A
79
Give Away
80
Thanks for coming!
http//www.sharepointmn.com