SharePoint Foundation 2010:

Advanced

Frequently asked questions and instructor notes

Topic A0:   Classroom setup

All our courses assume that each student has a personal computer to use during the class. Our hands-on approach to learning requires that they do. This topic gives information on how to set up the classroom to teach this course.

Hardware requirements

A host computer is needed to run server products in virtual machines. This computer should have:

·   A keyboard and a mouse

·   A 64-bit processor with four cores

·   8 GB RAM or higher

·   200 GB for system hard disk space

·   Windows 7–compatible network interface card

·   DVD-ROM drive

·   Minimum graphics display capability of SVGA at 1024´768

The instructor’s computer and each student’s personal computer should have:

·   A keyboard and a mouse

·   1 gigahertz (GHz) or faster 32-bit (x86) or 64-bit (x64) processor

·   1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit)

·   16 GB available hard disk space (32-bit) or 20 GB (64-bit)

·   DirectX 9 graphics device with WDDM 1.0 or higher driver

·   Windows 7–compatible network interface card

Software requirements

You will need the following software:

Host computer:

·   The host operating system of your choice and a virtual computer simulation program, such as Oracle’s VirtualBox

·   The 64-bit edition of Windows Server 2008 Standard, Enterprise, Data Center, or Web Server with SP2; or the 64-bit edition of Windows Server 2008 R2 Standard, Enterprise, Data Center, or Web Server

·   The 64-bit Standard Edition of Microsoft Exchange Server 2010 with Service Pack 1 (SP1)

·   The 64-bit edition of Microsoft SQL Server 2008 Standard or Enterprise with Service Pack 2 (SP2)

·   SharePoint Foundation 2010

·   Microsoft Silverlight 3


Student and instructor computers:

·   Windows 7 Professional or Ultimate (both versions support joining domains)

·   Microsoft Office 2010

·   Microsoft Silverlight 3

Network requirements

The following network components and connectivity are also required for this course:

·   Internet access, for the following purposes:

   Downloading the latest critical updates and service packs

   Downloading the Student Data files from www.axzopress.com
(if necessary)

·   A DHCP server to provide IP addresses to the student and instructor computers

Classroom setup instructions

Before you teach this course, you need to perform the following steps to set up a classroom server and each student computer. The steps to configure the classroom server take a considerable amount of time. We recommend that after you set up your classroom server the first time, you use your choice of computer imaging software to create an image of the classroom server for subsequent class setups.

Note that although the setup instructions were tested during the development of this course, the steps can be affected by changes that Microsoft and other software vendors make in the software and provide through updates.

Setting up the classroom server

You will be configuring a small-scale SharePoint deployment with Active Directory and the e‑mail and database servers installed in separate virtual machines on a single host computer. SharePoint Foundation will be installed on the same VM as the database server. Our steps use Oracle’s VirtualBox. Your steps will vary slightly if you are using another virtualization program.

1   Install your host operating system and a virtual computer simulation program, such as VirtualBox, according to the software manufacturers’ instructions.

Alternatively, you can skip the virtual machine steps and set up each server on its own physical computer. Note: At the time of this writing, Exchange Server 2010 SP1 and SharePoint Foundation 2010 were not compatible to reside on the same physical computer.

Installing the 64-bit version of Windows 2008 and creating the classroom domain

1   Create a Windows 2008 (64-bit) virtual machine called SPFAdvADDC.

·    Assign the VM 2 GB (2048 MB) of RAM.

·    Create a new hard disk and use dynamically expanding storage.

·    Assign 40 GB of disk space.

·    Enable Bridged Networking. (In VirtualBox, select the virtual machine and click Settings. On the left, select Network. From the Attached to list, select Bridged Adapter. Click OK.)


2   Start the SPFAdvADDC VM and install Windows Server 2008 according to the software publisher’s instructions. Use the following variables:

·    Enter an Administrator password of !pass1234.

·    Set your time zone and correct the time, if necessary.

·    When configuring networking, choose the Work location.

·    Assign the server a static IP address on your classroom subnet.

·    Assign the address of a DNS server in your network.

·    Use Windows Update to download and install Windows Server 2008 updates.

·    Assign a computer name of SPFAdvADDC.

·    In the Initial Configuration Tasks window, check “Do not show this window at logon.” Close the window.

·    In Server Manager, click Configure IE ESC and turn off IE ESC for administrators.

3   When the installation process is complete, use Device Manager to ensure that all devices are functioning correctly. You might have to download and install drivers for devices listed with a yellow question-mark icon.

4   Modify the server’s DNS server address to its own static IP address.

5   Use Server Manager to add the Active Directory Domain Services role.

6   Run dcpromo.exe. Use the following variables:

·    Create a new domain in a new forest.

·    Enter SPFAdv.class as the FQDN of the forest root domain.

·    Choose the Windows Server 2008 forest functional level.

·    Allow the wizard to install and configure the DNS server.

·    Click Yes to confirm that you understand that reliable name resolution will not occur outside the SPFAdv.class domain.

·    Accept the default database, log files, and SYSVOL folders.

·    Enter !pass1234 as the Directory Services Restore Mode Administrator password.

7   Enable network discovery and file sharing.

8   Use Active Directory Users and Computers to create a user account in the SPFAdv.class Active Directory domain for each student and the instructor.

·    Name each student user account student##, where ## is a number assigned to each account, starting with 01.
Create a user account named instructor for the classroom instructor.

·    Set a password of !pass1234 on these accounts.

·    Clear “User must change password at next logon.”

·    Check “User cannot change password” and “Password never expires.”


Installing the 64-bit version of Exchange Server 2010, Standard Edition, with SP1

1   Create a Windows 2008 (64-bit) virtual machine called SPFAdvExch.

·    Assign the VM 2 GB (2048 MB) of RAM.

·    Create a new hard disk and use dynamically expanding storage.

·    Assign 50 GB of disk space.

·    Enable Bridged Networking. (In VirtualBox, select the virtual machine and click Settings. On the left, select Network. From the Attached to list, select Bridged Adapter. Click OK.)

2   Start the SPFAdvExch VM and install Windows Server 2008 according to the software publisher’s instructions. Use the following variables:

·    Enter an Administrator password of !pass1234.

·    Set your time zone and correct the time, if necessary.

·    When configuring networking, choose the Work location.

·    Assign the server a static IP address on your classroom subnet.

·    Assign the address of the AD DC as the DNS server.

·    Use Windows Update to download and install Windows Server 2008 updates.

·    Assign a computer name of SPFAdvExch and join the SPFAdv.class domain.

·    When you log back on, log on as spfadv.class\administrator.

·    In the Initial Configuration Tasks window, check “Do not show this window at logon.”

·    In Server Manager, click Configure IE ESC and turn off IE ESC for administrators.

·    Enable network discovery and file sharing.

3   Use Server Manager to add all roles for the Web Server (IIS).

4   Run Exchange Server Setup.

5   If .NET Framework 3.5 SP1 isn’t already installed from Windows Updates, click “Step 1: Install .NET Framework 3.5 SP1” and follow these steps to install the .NET framework:

a   Internet Explorer opens and loads a page on the Microsoft downloads site. Click Download.

b   Click Run to download and run the .NET framework installation file.

c   Click Run again to install the .NET framework.

d   Close all open windows except for Exchange Server.

6   If Windows PowerShell v2 isn’t already installed, click “Step 2: Install Windows PowerShell v2” and follow these steps to install the PowerShell component:

a   Internet Explorer opens and loads a page on the Microsoft support site. Scroll about halfway down the page to locate the “Windows Management Framework Core (WinRM 2.0 and Windows PowerShell 2.0)” heading.

b   Download the 64-bit Windows server package by clicking “Download the Windows Management Framework Core for Windows Server 2008 x64 Edition package now.”

c   Run and install the Windows Management Framework Core package.

d   Click Restart Now.

7   Log on as Administrator and then close Server Manager.

8   Use Windows PowerShell to install the required server components:

a   Click Start and choose All Programs, Administrative Tools, Windows PowerShell Modules. If prompted for administrator credentials, enter Administrator as the user name and !pass1234 as the password.

b   If, when running PowerShell, you receive the error “WARNING: File C:\Windows\system32\WindowsPowerShell\v1.0\Modules\PSDiagnostics\PSDiagnostics.psm1 cannot be loaded because the execution of scripts is disabled on this system,” enter Get-ExecutionPolicy.

     If the command returns “Restricted,” you must change the default execution policy setting. Enter Set-ExecutionPolicy RemoteSigned. Enter Y.

c   Type
ServerManagerCmd -ip d:\scripts\Exchange-Typical.xml
and press Enter. The script will install various required components. The installation counts from 0 to <100/100>.

d   When returned to the prompt, close Windows PowerShell Modules (type exit and press Enter).

e   Restart your server. (Click Start. Beside the Shutdown and Lock buttons, click the triangle button and choose Restart. From the Option list, select Application Installation (Planned). Click OK.)

9   Log on as Administrator and then close Server Manager.

10 Use the Windows PowerShell to set the NetTcpPortSharing service to start automatically:

a   Click Start and choose Windows PowerShell.

b   At the prompt, type
Set-Service NetTcpPortSharing -StartupType Automatic
and press Enter.

c   Type exit and press Enter.

11 Before installing Exchange Server 2010 with SP1, install the required updates. You’ll be prompted to restart your computer several times during this process. Note: The following updates were required at the time of this writing. If you run the Exchange Server setup program, it indicates which updates you need to install, and it does this by listing them as error messages in the setup dialog box.

·    Update for AD RMS clients authenticating federated identity providers in Windows Server 2008 or in Windows Vista. Select the x64 Windows Vista version. This hotfix is sent via e‑mail. You will receive a link and a password. (http://support.microsoft.com/?kbid=977624)

·    Microsoft Office 2010 Filter Packs. Download the file for 64-bit. (http://go.microsoft.com/fwlink/?LinkID=191548)

·    KB982867 – WCF: Enable WebHeader settings on RST/SCT. Download the file for Windows Vista x64. (http://code.msdn.microsoft.com/KB982867)

·    A .NET framework 2.0–based Multi-AppDomain application stops responding when you run the application. Download the file for x64 Vista/Win2K8. (http://code.msdn.microsoft.com/KB979744)

·    QFE for SharePoint issues – Perf Counter fix & User Impersonation. Download the x64 Vista version. (http://code.msdn.microsoft.com/KB979917)

·    FIX: ArgumentNullException exception error message when a .NET Framework 2.0 SP2–based application tries to process a response with zero-length content to an asynchronous ASP.NET Web service request: “Value cannot be null.” Download the x64 file. (http://support.microsoft.com/kb/973136)

·    RPC over HTTP clients cannot connect to the Windows Server 2008 RPC over HTTP servers that have RPC load balancing enabled. Select the x64 Windows Vista version. This hotfix is sent via e‑mail. You will receive a link and a password. (http://go.microsoft.com/fwlink/?LinkID=194843)

12 Reboot the computer and log in as spfadv.class\administrator.

13 Run Exchange Setup again.

14 Click “Step 3: Choose Exchange Language option.” Then click “Install only languages from the DVD.”

15 Click “Step 4: Install Microsoft Exchange,” click Next, and use the following variables to install Exchange:

a   Select “I accept the terms in the license agreement” and click Next.

b   With No selected in the Error Reporting options, click Next.

c   With Typical Exchange Server Installation selected, click Next.

d   In the “Specify the name for this Exchange organization” box, enter SPFAdv and then click Next.

e   On the Client Settings page, select No (if necessary) and click Next.

f    Click Next (do not check “The Client Access Server role will be Internet-facing”).

g   Select “I don’t wish to join the program at this time” and click Next. The readiness checks begin.

If you receive a warning about not being able to find the Active Directory, make sure you are logged in as spfbasic.class\
administrator and not as the local administrator.

h   On the Readiness Checks page, you will likely receive a warning message about not installing Exchange 2007 server roles and elevating privileges for the Exchange Trusted Administrators Subsystem to domain administrators. This is fine. If you receive any failure messages, correct the problems by following the on-screen instructions. You can leave this page of the wizard open and click Retry after correcting problems.

i    Click Install. The Progress page will display the installation progress. Depending on the speed of your server, the installation could take as long as an hour to finish.

j    Click Finish.

k   Close the Exchange Management Console.

16 Get critical updates for Microsoft Exchange.

17 Reboot the computer as prompted. Log in as spfbasic.class\administrator.

18 Using the Microsoft Exchange Management console, in the Actions pane for Server Configuration, enter your product key.

19 Using the Microsoft Exchange Management console, create a user mailbox for each student## account and the instructor account. There should be a User Mailbox already set up for the Administrator user.

a   Under Recipient Configuration, right-click Mailbox and choose New Mailbox. Select User Mailbox. Select Existing users and click Add. Add users from the spfbasic.class Active Directory.

b   Accept the default mailbox settings.

c   Close Microsoft Exchange Management console when you’re finished.

Installing Microsoft SQL Server 2008 (x64) with SP2

1   Create a Windows 2008 (64-bit) virtual machine called SPFAdvSQL-SPF.

·    Assign the VM 2 GB (2048 MB) of RAM.

·    Create a new hard disk and use dynamically expanding storage.

·    Assign 40 GB of disk space.

·    Enable Bridged Networking. (Within VirtualBox, select the virtual machine and click Settings. On the left, select Network. From the Attached to list, select Bridged Adapter. Click OK.)

2   Start the SPFAdvSQL-SPF VM and install Windows Server 2008 according to the software publisher’s instructions. Use the following variables:

·    Enter an Administrator password of !pass1234.

·    Set your time zone and correct the time, if necessary.

·    When configuring networking, choose the Work location.

·    Assign the server a static IP address on your classroom subnet.

·    Assign the address of the AD DC as the DNS server.

·    Use Windows Update to download and install Windows Server 2008 updates.

·    Assign a computer name of SPFAdvSQL-SPF and join the SPFAdv.class domain.

·    When you log back on, log on as spfadv.class\administrator.

·    In the Initial Configuration Tasks window, check “Do not show this window at logon.”

·    Turn off IE ESC for administrators.

·    Enable network discovery and file sharing.

3   Install Microsoft SQL Server 2008 with SP2 (x64).

a   Disable Windows Firewall or open the appropriate ports for remote access. (See http://go.microsoft.com/fwlink/?LinkId=94001 if you want to open individual ports.)

b   Using the SQL Server Installation Center, under Planning, run the System Configuration Checker. All items should pass. If they don’t, make corrections and run the check again.

c   Under Installation, add a New SQL Server standalone installation.

d   When prompted, install the Setup Support Files. Select all features.

e   Accept the default instance.

f    Use the NT AUTHORITY\SYSTEM account for all SQL Server services accounts.

g   Add Domain Admins (SPFAdv\Domain Admins) as SQL Server administrators.

h   Add Domain Admins (SPFAdv\Domain Admins) as Analysis Services administrators.

i    Install the SharePoint integrated mode default configuration.

j    Don’t check either of the error and usage reporting settings.

k   Search for product updates.

4   If it’s not included in the version of SQL Server 2008 you just installed, install SQL Server 2008 Service Pack 2.

5   Configure SQL Server 2008.

a  Verify that Windows authentication is enabled:

  i  Open the Microsoft SQL Server Management Studio and connect to SPFAdvSQL-SPF.

ii  Open the Properties page for the SQL server.

iii  Select Security and verify that the Windows Authentication mode option is selected.

iv  Close the Server Properties dialog box.

b  Grant database creation rights to domain accounts.

  i  In Microsoft SQL Server Management Studio, expand Security and right-click Logins.

ii  Select New Login and add a new login for each student account and the instructor account. You need to add the accounts from the SPFAdv.class location. For Server roles, check the dbcreator and securityadmin options for each account.

iii  Close Microsoft SQL Server Management Studio.

Installing and configuring SharePoint Foundation 2010

You will install SharePoint Foundation 2010 on the same virtual machine as SQL Server.

1   You must download and install an update for Windows Server 2008 and Windows Server 2008 R2 before you install SharePoint Foundation 2010. (The update is a hotfix for the .NET Framework 3.5 SP1 that is installed by the Preparation tool. It provides a method to support token authentication without transport security or message encryption in WCF.)

·    KB979917 - QFE for Sharepoint issues - Perf Counter fix & User Impersonation (http://go.microsoft.com/fwlink/?LinkId=192577).

   For Windows Server 2008 SP2, download the Windows6.0-KB979917-x64.msu (Vista) file.

   For Windows Server 2008 R2, download the Windows6.1-KB979917-x64.msu (Win7) file.

2   Install the SMTP feature.

a   In Server Manager, select Features. Click Add Features.

b   Check SMTP Server and click Add Required Role Services.

c   Click Next twice.

d   Check Web Server and click Add Required Features.

e   Click Next and click Install.

f    Click Close.

3   Run the SharePoint Foundation 2010 setup file.

a   Under Install, click “Install software prerequisites.” The preparation tool installs the following prerequisite software if it is not already installed:

   Windows Server 2008 Service Pack 2

   Application Server role, Web Server (IIS) role

   SQL Server 2008 Native Client

   Microsoft .NET Framework 3.5 SP1

   Hotfix for Microsoft Windows (KB976394)

   Windows PowerShell 2.0

   Windows Identity Foundation (KB974405)

   Microsoft Sync Framework Runtime v1.0 (x64)

   Microsoft Chart Controls for the Microsoft .NET Framework 3.5

   Microsoft Filter Pack 2.0

   Microsoft SQL Server 2008 Analysis Services ADOMD.NET

   Microsoft Server Speech Platform Runtime (x64)

   Microsoft Server Speech Recognition Language – TELE(en-US)

   SQL 2008 R2 Reporting Services SharePoint 2010 Add-in

b   Install SharePoint Foundation as a server farm, complete server type, and accept the default data location.

c   Run the SharePoint Products Configuration Wizard. Use the following variables to configure SharePoint:

   Create a new server farm.

   The database server is SPFAdvSQL-SPF.SPFAdv.class

   The Database Access Account is SPFAdv.class\Administrator. The password is !pass1234.

   Enter !pass1234 as the Farm Security passphrase.

   Accept the default SharePoint Central Administration Web Application settings.

4   Use the Initial Farm Configuration Wizard to configure the SharePoint Farm, using the following variables:

·    Don’t participate in the Customer Experience Improvement Program.

·    Use the Server Farm Configuration Wizard to configure your SharePoint Farm and create your top-level site.

·    For the Service Account, use the existing managed account, SPFADV\Administrator.

·    For the Title of your site, enter Outlander.

·    Verify that Team Site is selected and click OK.

·    Click Finish.

5   Configure the outgoing e‑mail settings:

a   On the Central Administration, System Settings page, click “Configure outgoing e-mail settings.”

b   In the Outbound SMTP server box, enter the SPFAdvExch server’s IP address.

c   In the From address box, enter administrator@spfadv.class.

d   In the Reply to box, enter administrator@spfadv.class.

e   Click OK.

f    Minimize Internet Explorer.

6   Exit SharePoint Foundation 2010 setup.

7   In Internet Information Services (IIS) Manager:

a   Expand SPFADVSQL-SPF, Sites.

b   Select SharePoint – 80.

c   Double-click SMTP E-mail.

d   In the E-mail address box, type administrator@spfadv.class.

e   In the SMTP Server box, type the IP address of your Exchange server.

f    In the Actions pane, click Apply.

g   Close Internet Information Services (IIS) Manager.

8   On the Exchange Server, create a new receive connector for SharePoint.

a   In the Exchange Management Console, under Server Configuration, Hub Transport, right-click in Receive Connectors and choose New Receive Connector.

b   In the Name box, type SharePoint and click Next.

c   In the FQDN box, type SPFAdvExch.SPFAdv.class and click Next.

d   In Remote Network Settings, click X to delete the default address range.

e   Click Add. Enter the IP address of your SPFAdvSQL-SPF computer and click OK.

f    Click Next. Click New. Click Finish.

9   Allow Anonymous access on the SharePoint Receive Connector.

a   In the Receive Connectors box, right-click SharePoint and choose Properties.

b   On the Permissions Group tab, check Anonymous users.

c   Click OK.

d   Close the Exchange Management Console.

Creating the SharePoint sites for activities

Students will use the Site ## sites for class activities. Students will use the Admin ## sites for independent practice activities.

1   Switch to Internet Explorer. Central Administration is displayed. Go to http://spfadvsql-spf/.

     Use the Site Actions, New Site menu to create a site for each student under Outlander. Each student will work on his or her own site during class activities. Use the following variables:

·    Title: Site ## (use 00 for the instructor)

·    URL name: site## (use 00 for the instructor)

2   Assign each student## account Design permissions on the student’s site## site.

a   Display a Site ## site.

b   Choose Site Actions, Site Permissions.

c   Click Stop Inheriting Permissions and click OK.

d   Click Grant Permissions.

e   In the Users/Groups box, type student##, where ## matches the site ##. (Use instructor for site00.)

f    Select “Grant users permission directly.”

g   Check “Design – Can view, add, update, delete, approve, and customize.”

h   In the Personal Message box, type “You have design permissions on this site.”

i    Click OK.

3   From the Outlander site, use the Site Actions, New Site menu to create a site for each student. Each student will work on his or her own site during independent practice activities. Use the following variables:

·    Title: Admin ## (use 00 for the instructor)

·    URL name: admin## (use 00 for the instructor)

4   Assign each student## account Design permissions on the student’s admin## site.

a   Display an Admin ## site.

b   Choose Site Actions, Site Permissions.

c   Click Stop Inheriting Permissions and click OK.

d   Click Grant Permissions.

e   In the Users/Groups box, type student##, where ## matches the admin site ##. (Use instructor for admin00.)

f    Select “Grant users permission directly.”

g   Check “Design – Can view, add, update, delete, approve, and customize.”

h   In the Personal Message box, type “You have design permissions on this site.”

i    Click OK.

5   Close Internet Explorer.

Setting up the instructor computer and each student computer

1   Install Windows 7 Professional or Ultimate on an NTFS partition according to the software manufacturer’s instructions and using the following variables:

·    Enter student## as the user name (instructor on the instructor computer).

·    Accept the default computer name.

·    Specify a password and password hint of !pass1234.

·    Enter the product key.

·    Use recommended settings for Windows updates.

·    Set the date, time, and zone for your area.

·    Select the Work network.

2   Install the latest critical updates and service packs from Windows Update.

3   Use Device Manager to ensure that all devices are functioning correctly. You might have to download and install drivers for devices listed with a yellow question-mark icon.

4   Set each computer’s network connection to use the DNS server service on the SPFAdvADDC computer.

5   Join the SPFAdv.class domain, using the SPFAdv.class\administrator credentials. Log on as spfadv.class\student##. (Remember to switch user accounts before logging on.)

6   Turn on network discovery, file and printer sharing, and public folder sharing. You’ll need to enter the domain administrator’s credentials.

7   Install Microsoft Office 2010 Standard Edition.

8   Start and configure Outlook 2010 on each student computer.

a   Connect to the Exchange Server.

b   Install the security certificate for the Exchange Server by clicking View Certificate and following the wizard.

     Each student should have two e-mail messages: one regarding the student’s Site## site, and the other regarding the Admin## site. When you’re finished, close Outlook.

9   Install Microsoft Silverlight.

10 Install Adobe Reader.

11 If you have the data disc that came with this manual, locate the Student Data folder on it and copy it to the desktop of each student computer.

     If you don’t have the data disc, you can download the Student Data files for the course:

a   Connect to www.axzopress.com.

b   Under Downloads, click Instructor-Led Training.

c   Browse the subject categories to locate your course. Then click the course title to display a list of available downloads. (You can also access these downloads through our Catalog listings.)

d   Click the link(s) for downloading the Student Data files. You can download the files directly to student machines or to a central location on your own network.

e   Create a folder named Student Data on the desktop of each student computer.

f    Double-click the downloaded zip file(s) and drag the contents into the Student Data folder.

12 Close all open windows and log off Windows 7.

 

Topic B:   Frequently asked questions

There are no frequently asked questions for this course at this time.

 

Topic C:   Course notes

There are no notes for this course at this time.

 

Topic D:   Additional information

There is no additional information for this course at this time.