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SharePoint 2010 Administration Training

LAB SETUP DOCUMENT


The purpose of this document is to provide you with everything you need to know to follow along with our SharePoint 2010 Administration Training course to the greatest degree possible. To that end, this document is to designed to tell you exactly how we have set up our own environment step-by-step, so that you can duplicate our every move.

SETTING UP A SERVER WITH HYPER-V


Assuming youve watched the Lab Setup video you already know that the server chosen to handle this course is a Dell T310 PowerEdge Server with a 2.4 GHz Xeon Processor and 16 GB of RAM. The goal here was virtualization and I knew we would need 4 or 5 servers overall (plus the Hyper-V Server itself). RAM is the key element to virtualization and we will discuss the allotments in a moment when we discuss setting up each child VM.

TO FOLLOW ALONG
1. Install Server 2008 R2. Once the server is up and running 2. Provide a static IP address, subnet mask and default gateway. I used 192.168.1.111 (with a 255.255.255.0 subnet mask). My office router is an iBoss Parental Control unit connected up to an external ISP for Internet. The IP coming in from the ISP is dynamic. My internal IP (and hence, the default gateway, is simply 192.168.1.1). Being that this server will not be a DNS server, I set the DNS to also point off to 192.168.1.1 (because my router is also DNS oriented and will provide the forwarding necessary). I also named the server something other than the oft annoying names that the server provides automatically and then checked for any Windows Updates. Note: I named the server itself Kamino. This is because it is the name of the planet in Star Wars where all of the clones who became storm troopers were created. In smaller environments I like to go with names that are based on a subject (Star Wars, Star Trek, etc) and I never mix two types together (ie. you wont find a Vulcan server in my Star Wars environment). With larger environments, you want to go with names that make sense and can provide information to an

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SharePoint 2010 Administration Training

administrator at a glance. For example, if you have a Domain Controller in New York that is also a Global Catalog server you might name it NYDC3GC. Use a naming structure that works for you and your organization (or use the one that has already been provided by your company policy.)

ADDING THE HYPER-V ROLE


Once the server was up and running with all updates installed, I added on the Hyper-V role through the Roles options in Server Manager. To do this 1. Open Server Manager (although it should open automatically upon login in) and select the Role option in the hierarchy (as shown in Figure 1). 2. Click the Add Roles link within the working pane to choose Hyper-V. Upon reboot your system will now be a parent virtual machine (or VM) and you will have the ability to add additional child VMs through the Hyper-V Manager.

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SharePoint 2010 Administration Training

Figure 1: The Server Manager options for adding in Roles.

For additional information on working with Hyper-V you can visit the Microsoft web site: http://www.microsoft.com/hyper-v-server/en/us/default.aspx

THE HYPER-V MANAGER


1. Open the Hyper-V Manager by selecting the Start button and choosing Administrative Tools and then Hyper-V Manager. You can see from Figure 2 that you have your server (in our case Kamino), you have your virtual machines and you have your Actions pane.

Figure 2: The Hyper-V Manager

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SharePoint 2010 Administration Training

You need to create empty VMs with memory requirements and hard disk requirements that you will ultimately install your servers into. 1. Use the New action from the Actions pane and choose Virtual Machine. 2. Follow the wizard.

Depending on the VM you are creating, you will want to provide different memory settings. Using 2048 is safe for all systems to perform the work we need to handle in a lab environment and follow along with the course. However, if you want to save some memory room you can use 1024 on the Domain Controller for CarvedRockFitness.com. As for hard disk settings you want to configure for 80 GB for your system drive. This is the minimum required for SharePoint to be installed with the OS. You might be able to get away with smaller VM hard disk sizes if you need but you'll have to experiment personally.

SERVERS TO CONFIGURE:
CRFDC1: This is a server that you will install Server 2008 R2 64-bit Enterprise Edition and configure Active Directory and DNS to run off of it. 1. Install the server into the VM and configure the IP settings to be 192.168.1.201 with a 255.255.255.0 subnet mask 2. Point the default gateway off to the router (which in my case is 192.168.1.1). For DNS you are going to want to point it at itself (you can use the 127.0.0.1) with the secondary DNS address pointing to the router at 192.168.1.1. Remember to change the name before you dcpromo the system. You dont have to use CRFDC1 but you dont want to leave the default and upgrade to Active Directory in this way because the default name is convoluted and you don't want to carry that into AD with you. When you install Active Directory following the method in the Lab Setup video, remember to install the DNS side as well.

Once you have CRFDC1 setup and running Active Directory and DNS, that server is pretty much left alone for the majority of the course with the exception of service and/or user accounts you may want to add in. You leave CRFDC1 running and supporting the AD side to our Lab Setup. You are going to install two additional servers and a single client. The two additional servers will be: CRFSHAREPOINT: This server will have Server 2008 R2 64-bit Enterprise Edition with SharePoint 2010. (Initially you just install Server 2008 R2 and join the server to the domain.)

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CRFEXCHANGE (optional): This server will have Server 2008 R2 64-bit Enterprise Edition with Exchange 2010 SP1. This is an optional server because we only use it in Lesson 23 where we configure incoming and outgoing email settings. SYSTEM01: This client system will be running Windows 7 and will be connected to the domain. You will want to install Office 2010 on this system so you can work with SharePoint through your Office tools. You might also want to upgrade Internet Explorer to version 9.0, although that isnt required.

At this time all you need to do is start creating shell VMs. Follow these steps: 1. Configure the Child VMs to have 2048 MB of RAM with 80+ GB of RAM. (Or more if possible. The SharePoint Server would perform better with more RAM available.)

2. Install Server 2008 R2 64-bit Enterprise Edition (Note: you can use 2008 if you like, but we go all R2 in the course) on two VMs and Windows 7 on the third for the client system. 3. Rename each server to a name that relates to the features we are installing or roles, as noted above. 4. Configure IP address settings to be 192.168.1.x (with x being .201, .202, .203 or whatever addressing you think is best for your lab) and subnet masks being 255.255.255.0 with each of them pointing off to your default gateway (in my case 192.168.1.1). 5. Join both servers to the domain as member servers and the client system to the domain as well. 6. Move over your SQL and SharePoint installation software to CRFSHAREPOINT and your Exchange installation files to CRFEXCHANGE. If you are working with an ISO, you can mount that ISO in the VM settings for DVD so that you can install through the ISO. If you have an EXE you can move it into the server and open it to expand the files so that you can eventually click the Setup file and perform the installation.

PREPARING THE SERVERS FOR SHAREPOINT

Take a look at some of the prerequisites here and the commands for both Server 2008 and Server 2008 R2 here: http://technet.microsoft.com/en-us/library/cc262485.aspx

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SharePoint 2010 Administration Training

With our installation of SharePoint we will allow the preparation tools to install all the prerequisites. However, it would be good for you to know what these prerequisites are just in case there is a problem with the tool itself. And if you decide to install any of these ahead of time, not to worry, the installation will simply skip that prerequisite when it goes through the tasks. Note: The only important consideration is that if you have already installed the Microsoft Geneva Framework you will need to uninstall it before you install the WIF.
Web Server (IIS) role Application Server role Microsoft .NET Framework version 3.5 SP1 SQL Server 2008 Express with SP1 Microsoft Sync Framework Runtime v1.0 (x64) Microsoft Filter Pack 2.0 Microsoft Chart Controls for the Microsoft .NET Framework 3.5 Windows PowerShell 2.0 SQL Server 2008 Native Client Microsoft SQL Server 2008 Analysis Services ADOMD.NET ADO.NET Data Services Update for .NET Framework 3.5 SP1 A hotfix for the .NET Framework 3.5 SP1 that provides a method to support token authentication without transport security or message encryption in WCF. Note there is a separate hotfix for 2008 SP2 and 2008 R2. Windows Identity Foundation (WIF)

WHERE DO WE GO FROM HERE


Well, at this point you should have the servers in place that we will need going forward in the course. At this point, you are on the cusp of skydiving into the world of SharePoint 2010. Take a deep breath. exhale. JUMP and Ill see you in the next lesson.

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SharePoint 2010 Administration Training

Possible Alternative Configurations Its understandable that you may not have the hardware to perform a multi-server install through HyperV as we have outlined above. Perhaps you have a server with 4 GB or 8 GB of RAM and you know that at some point you will run out of memory or resources. Maybe you dont have a server at all. Do not stress to too great a degree. Attempt to set up multiple desktop systems with 4 GB of RAM and run some form of client-side, type-2 virtualization product (I personally like VMWare Workstation for this sort of thing) to allow you to run a single Server VM or 2 Server VMs) and build out your Lab in this way. However, you should know that you can follow along with 99% of this course with 3 systems. The DC, the SharePoint server and the client system.

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