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Tiêu đề Module 2: Installing and Configuring SharePoint Portal Server
Trường học Microsoft Corporation
Chuyên ngành Information Technology
Thể loại module
Năm xuất bản 2001
Thành phố Redmond
Định dạng
Số trang 70
Dung lượng 1,56 MB

Các công cụ chuyển đổi và chỉnh sửa cho tài liệu này

Nội dung

Installing the Client Components of SharePoint Portal Server Show how to install the client components of SharePoint Portal Server on a client computer using the SharePoint Portal Server

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Contents

Overview 1

Deploying SharePoint Portal Server 2

Advanced SharePoint Portal Server Setup

Options 16

Installing the Client Components of

Securing SharePoint Portal Server and

Trang 2

Information in this document is subject to change without notice The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended

to represent any real individual, company, product, or event, unless otherwise noted Complying with all applicable copyright laws is the responsibility of the user No part of this document may

be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Microsoft Corporation If, however, your only means of access is electronic, permission to print one copy is hereby granted

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property

 2001 Microsoft Corporation All rights reserved

Microsoft, Active Directory, Active X, FrontPage, JScript, MS-DOS, NetMeeting, Outlook, PowerPoint, SharePoint, Windows, Windows NT, Visio, Visual Basic, Visual SourceSafe, Visual Studio, and Win32 are either registered trademarks or trademarks of Microsoft Corporation in the U.S.A and/or other countries

Other product and company names mentioned herein may be the trademarks of their respective owners

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Instructor Notes

This module introduces the student to planning for installing and configuring Microsoft® SharePoint™ Portal Server 2001

After completing this module, students will be able to:

 Install SharePoint Portal Server by using the SharePoint Portal Server Setup Wizard and create a new workspace by using the New Workspace Wizard

 Perform SharePoint Portal Server remote and unattended installations

 Uninstall or repair SharePoint Portal Server

 Install the client components of SharePoint Portal Server by using the Client Setup Wizard

 Access and manage the workspace by using a dashboard site, the Web folders view, or a Microsoft Office application

 Secure the workspace by using roles

 Use SharePoint Portal Server Administration

Materials and Preparation

This section provides the materials and preparation tasks that you need to teach this module

Required Materials

To teach this module, you need the Microsoft PowerPoint® file 2095a_02.ppt

Preparation Tasks

To prepare for this module, you should:

 Read all of the materials for this module

 Practice the recommended demonstrations

 Complete the labs

Presentation:

90 Minutes

Labs:

60 Minutes

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Module Strategy

Use the following strategy to present this module:

 Deploying SharePoint Portal Server Discuss the hardware requirements for running SharePoint Portal Server If students ask about support for other Windows 2000 operating systems, tell them that Setup will not install on Windows 2000 Data Center or

Windows 2000 Professional The initial release of SharePoint Portal Server does not support Windows XP

Discuss the requirements for running the client components of SharePoint Portal Server Next, explain the coexistence issues relating to software applications, Exchange 2000 Standard Edition, and the Microsoft Search Service (MSSearch), that students must consider before installing SharePoint Portal Server and the client components of SharePoint Portal Server Explain how different languages coexist in SharePoint Portal Server, and the character limitations of SharePoint Portal Server

Describe the two phases of the SharePoint Portal Server setup process: installing SharePoint Portal Server and running the Client Setup Wizard Show how to open the SharePoint Portal Server Setup Wizard and present the information that the wizard requires from the person performing the installation Discuss the components that are installed by the SharePoint Portal Server Setup Wizard Finally, show how to create a new workspace

by using the New Workspace Wizard

 Advanced SharePoint Portal Server Setup Options Show how to use the advanced setup options of SharePoint Portal Server, such as remote and unattended installations if installing SharePoint Portal Server in a larger organization or an organization with multiple servers

 Post-Installation Issues Explain to the students that if they encounter difficulty during the SharePoint Portal Server Setup process or after the installation is complete, they may need to uninstall or repair SharePoint Portal Server and examine log files Show how to troubleshoot the setup failure by checking the hardware and software requirements, the readme.doc file, the setup log files, and the system and application Event Log files

 Installing the Client Components of SharePoint Portal Server Show how to install the client components of SharePoint Portal Server on a client computer using the SharePoint Portal Server Client Setup Wizard Show how to troubleshoot the client components of SharePoint Portal Server if the installation fails Finally, discuss the options for installing the client components of SharePoint Portal Server from a remote location

 Accessing the Workspace Define a SharePoint Portal Server workspace Describe the structure of the default workspace Explain that the setup of client components of

SharePoint Portal Server is not complete until the coordinator at the workspace level adds a Web folder that points to the SharePoint Portal Server workspace Show how to add a Web folder that points to this workspace Finally, show the different ways to access and manage a workspace

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 Securing SharePoint Portal Server and the Workspace Explain how SharePoint Portal Server implements role-based security Explain how SharePoint Portal Server uses Windows 2000 security features Describe the security features of SharePoint Portal Server

 Using the SharePoint Portal Server Console Discuss the issues related to managing the SharePoint Portal Server workspace and digital dashboard components

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Customization Information

This section identifies the lab setup requirements for this module and the configuration changes that occur on student computers during the labs This information is provided to assist you in replicating or customizing Training and Certification courseware

The labs in this module are also dependent on the classroom configuration that is specified in the Customization Information section at the

end of the Classroom Setup Guide for Course 2095A, Implementing Microsoft®

SharePointPortal Server 2001

 Judy Lew is assigned as a coordinator at the workspace level

 The Default Content Access Account and Propagation Access Account are configured using Suzan Fine’s e-mail account

Important

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Overview

Server

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After completing this module, you will be able to:

 Install Microsoft® SharePoint™ Portal Server by using the SharePoint Portal Server Setup Wizard and create a new workspace by using the New

Workspace Wizard

 Perform SharePoint Portal Server remote and unattended installations

 Uninstall or repair SharePoint Portal Server

 Install the client components of SharePoint Portal Server by using the Client Setup Wizard

 Access and manage the workspace by using a dashboard site, Web folders view, or a Microsoft Office application

 Secure the workspace by using roles

 Use SharePoint Portal Server console

In this module, you will learn

how to install and configure

SharePoint Portal Server

This installation module is

based on the group

Server 2001 The group

collaboration model is based

a single server with fewer

than 800 users

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 Deploying SharePoint Portal Server

Server Setup

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You should plan three installation issues before you deploy Microsoft SharePoint Portal Server 2001:

 Ensure that the computers on which you are deploying SharePoint Portal Server meet minimum hardware and software requirements

 Ensure that the computers on which you are deploying the client components of SharePoint Portal Server meet minimum hardware and software requirements

 Consider the manner in which SharePoint Portal Server coexists with software applications, Microsoft Exchange 2000 Standard Edition, and the Microsoft Search Service (MSSearch)

The size of your organization determines how much administrative support is required to deploy and support SharePoint Portal Server For example, if your organization is small and you are using SharePoint Portal Server mainly for document management in a collaborative workgroup scenario, you can deploy SharePoint Portal Server with minimal administrative support in two stages This topic discusses how to install SharePoint Portal Server by using the SharePoint Portal Server Setup Wizard and how to install the client components

of SharePoint Portal Server by using the Client Setup Wizard Finally, this topic discusses how to create a new workspace by using the New Workspace Wizard

Topic Objective

To outline this topic

Lead-in

In this topic, you will learn

how to install SharePoint

Portal Server by using the

SharePoint Portal Server

Setup Wizard and how to

create a new workspace by

using the New Workspace

Wizard

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Hardware and Software Requirements

Intel Pentium III or compatible processor.

256 MB of RAM or 512 MB of RAM when the server is used exclusively for searching.

At least 160 MB of available disk space on the drive on which the operating system is installed.

At least 60 MB of available disk space on the drive on which the program files are installed.

At least 300 MB of available disk space on the drive on which the data files are installed.

Windows 2000 Server SP1 or later, or Windows 2000 Advanced Server SP1 or later operating system Check the Readme.txt file on the installation CD for information on the required hotfixes

IIS 5.0 including the SMTP component enabled before installing SharePoint Portal Server.

SharePoint Portal Server

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The recommended hardware and software requirements for a server running SharePoint Portal Server include:

 Intel Pentium III or compatible processor recommended

 256 megabytes (MB) of random access memory (RAM) or 512 MB of RAM when the server is used exclusively for searching

 At least 160 MB of available disk space on the drive on which the operating system is installed

 At least 60 MB of available disk space on the drive on which the program files are installed

 At least 300 MB of available disk space on the drive on which the data files are installed

 Microsoft Windows® 2000 Server SP1 or later, or Microsoft Windows 2000 Advanced Server SP1 or later operating system Check the Readme.txt file included on the installation CD for information on the required hotfixes

 Microsoft Internet Information Services (IIS) 5.0, including the Simple Mail Transfer Protocol (SMTP) component enabled before installing SharePoint Portal Server

IIS hotfixes are known to affect SharePoint Portal Server and may cause it to stop running Always check the Microsoft support knowledge base before installing an IIS hot fix to verify that there are no known issues

For more information about SharePoint Portal Server hardware configurations and requirements, and for the latest information, go to http://www.microsoft.com/servers/SharePoint/

Topic Objective

To present the hardware

requirements for running

SharePoint Portal Server

Lead-in

The following hardware and

software requirements must

be met before you can use

SharePoint Portal Server

If students ask about

support for other

Windows 2000 operating

systems, tell them that

Setup will not install on

Windows 2000 Data Center

or Windows 2000

Professional The initial

release of SharePoint Portal

Server does not support

Windows XP

Warning

Note

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Requirements of the Client Components

Intel Pentium or compatible 200 MHz or higher processor.

At least 64 MB of RAM.

At least 30 MB of available disk space on the drive on which the client components are installed If Windows 2000 or Office 2000

SR 1 is installed, only 20 MB of available disk space is needed.

Internet Explorer 5.0, or later, and Outlook Express 5.01, or later, running on Windows 98, Windows NT version 4.0 with SP 6A, Windows Me, Windows 2000 Professional, Windows 2000 Server, or Windows 2000 Advanced Server.

Office 2000 or later is required for the use of SharePoint Portal Server Office extensions.

Client Components of SharePoint Portal Server

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The recommended requirements for each computer running the client components of SharePoint Portal Server include:

 Intel Pentium or compatible 200 megahertz (MHz) or higher processor

 At least 64 MB of RAM

 At least 30 MB of available disk space on the hard disk on which the client components are installed If Windows 2000 or Microsoft Office 2000 Service Release (SR) 1 is installed, only 20 MB of available disk space is needed

 Microsoft Internet Explorer 5 or later, and Microsoft Outlook® Express version 5.01 or later, running on Microsoft Windows 98, Microsoft Windows NT® version 4.0 with Service Pack (SP) 6A, Microsoft Windows

Me, Windows 2000 Professional, Windows 2000 Server, or Windows 2000 Advanced Server

 Microsoft Office 2000 or later is required for the use of SharePoint Portal Server Office extensions

If you install the client components of SharePoint Portal Server on a computer running Windows 98 or Windows NT 4.0 SP6A, the client components that are installed continue to function properly if you upgrade

to Windows 2000

Topic Objective

To present the

recommended requirements

for each computer running

the client components of

SharePoint Portal Server

Lead-in

The following requirements

for each computer running

the client components of

SharePoint Portal Server

must be met

Note

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Browser-Accessible Feature Requirements

Browser access represents the minimum level of SharePoint Portal Server functionality Internet Explorer 4.01 or later, or Netscape Communicator 4.75, running on the Windows operating system is required

The client components of SharePoint Portal Server require

Internet Explorer 5 or later Windows systems with Internet Explorer 4.x can

only access the SharePoint Portal Server computer by using the home page of the dashboard site

Note

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SharePoint Portal Server Coexistence

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Before you install SharePoint Portal Server and the client components of SharePoint Portal Server, you must consider coexistence issues relating to software applications, Exchange 2000 Standard Edition, and the MSSearch Service

Coexistence with Software Applications

The SharePoint Portal Server Setup program will not install SharePoint Portal Server on computers that are running the following software applications:

 Microsoft Exchange Server version 5.5 or earlier

 Microsoft Exchange 2000 Server Enterprise Edition (However, Exchange 2000 Standard Edition is supported.)

 Any version of Microsoft Site Server

 OSE SharePoint Portal Server Setup cannot be installed on a computer running Microsoft Office Server Extensions (OSE) You must first remove OSE before installing SharePoint Portal Server

Coexistence with Exchange 2000 Standard Edition

You can install SharePoint Portal Server on a server running Exchange2000 Standard Edition SP1 or later if:

 You install Exchange 2000 Standard Edition before running SharePoint Portal Server

 You install the Exchange version of the Microsoft Web Storage System

 You ensure that a storage group is available

You must consider

SharePoint Portal Server

coexistence issues before

installing SharePoint Portal

Server

If the question comes up

you can let students know

that the main difference

between Exchange 2000

Enterprise Edition and

Exchange 2000 Standard

Edition is that Standard

does not support multiple

Exchange 2000 Servers and

is limited to a single,

16-gigabyte (GB) database per

server The Standard edition

does not support Chat,

Windows Clustering, or

distributed configuration

SharePoint Portal Server

and Site Server include

underlying code that has

common origins, therefore

coexistence with Site Server

is not supported

Emphasize that OSE must

be removed before installing

SharePoint Portal Server

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Installing Exchange 2000 Standard Edition Before Setup

You must install Exchange 2000 Standard Edition SP1 or later before running SharePoint Portal Server If you uninstall Exchange 2000 Standard Edition after you have installed SharePoint Portal Server, SharePoint Portal Server will not run Even if you begin the uninstall process and then cancel it, SharePoint Portal Server will not run If this occurs, you must manually restart the following services:

 IIS Admin Service

 Microsoft Document Management Service

 Microsoft Exchange Information Store

 SMTP

 World Wide Web Publishing Service

 Network News Transport Protocol (NNTP)

 Microsoft Exchange Message Transfer Agent (MTA) Stacks

 Microsoft Exchange Post Office Protocol 3 (POP3)

 Microsoft Exchange Internet Message Access Protocol 4 (IMAP4)

 Microsoft Exchange Routing Engine Exchange, however, will continue to run if you uninstall SharePoint Portal Server

Installing the Web Storage System

SharePoint Portal Server Setup requires the Exchange version of the Web Storage System when installed on the same server as Exchange 2000 Server Standard Edition

The Web Storage System that ships with SharePoint Portal Server has a size limit of 16 terabytes If you install SharePoint Portal Server on a server computer running Exchange 2000 Standard Edition, the store is limited to 16 gigabytes (GB) per server

Ensuring a Storage Group is Available

SharePoint Portal Server uses one of the four available storage groups If all four are in use, SharePoint Portal Server will not install

To install SharePoint Portal Server with Exchange 2000, SharePoint Portal Server Setup adds a SharePoint Portal Server Storage Group and SharePoint Portal Server Public Folder top-level hierarchy to the Exchange configuration in the Active Directory™, which then gets picked up and created by the Web Storage System If your network stops responding or if the installation fails, you must manually delete these files by using Exchange System Manager before you rerun Setup

g

Emphasize to students that

if they uninstall

Exchange 2000 Standard

Edition after installing

SharePoint Portal Server,

SharePoint Portal Server

will not run Note

Tip

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Coexistence with MSSearch Service

SharePoint Portal Server uses MSSearch for indexing and full-text searching This service is used in several Microsoft products, such as Microsoft

SQL Server 7.0, SQL Server 2000, and Exchange 2000 Multiple enabled applications can coexist on the same server and share the MSSearch service

search-If MSSearch is already installed on your server when you run SharePoint Portal Server Setup, a warning appears informing you that MSSearch will be upgraded if you continue with the setup and notifies you of the disk space requirements for the upgrade

If you install SharePoint Portal Server on a server running Exchange 2000, SQL Server 7.0, or SQL Server 2000, the existing MSSearch service is upgraded In addition, SharePoint Portal Server upgrades the full-text index format of all the existing indexes on that computer the next time that MSSearch

is started To upgrade successfully, disk space on the computer must accommodate 120% of the size of the largest full-text index on the hard disk

Upgrading the full-text index format can take several hours, depending

on the number and size of the existing indexes

During SharePoint Portal Server Setup, a dialog box appears informing you that MSSearch will be upgraded Because MSSearch and full-text indexes are upgraded, do not install SharePoint Portal Server on a server that participates in

a SQL Server clustering environment To prevent this clustering issue with Exchange 2000, SharePoint Portal Server Setup can be installed only on Exchange Standard Edition, not the Enterprise Edition

If you uninstall SharePoint Portal Server from a computer that has Exchange Server or SQL Server installed, the upgraded version of MSSearch is not removed because it is a shared service For example, if you install SharePoint Portal Server on a SQL 7.0 server and then decide to remove SharePoint Portal Server and return to the previous version of MSSearch, you must first remove SharePoint Portal Server, then use the SQL Setup program to uninstall and reinstall the earlier version of MSSearch If you do this, you must recreate the full-text indexing catalogs after the earlier version is reinstalled

Note

Note

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SharePoint Portal Server Language Support

 The language of the SharePoint Portal Server product and the language of the server operating system do not have to be the same

 The language of the SharePoint Portal Server and workspaces on the server must be the same

 High ASCII, DBCS, and Unicode are supported for all languages

 Character limitations are identified whenever applicable

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SharePoint Portal Server and the client components of SharePoint Portal Server are available in the following six languages: English, Japanese, German, French, Spanish, and Italian

Language Coexistence

The language of the SharePoint Portal Server product and the language of the operating system do not have to match For example, you could install the German version of SharePoint Portal Server on a computer running the English version of Windows 2000 However, the language of SharePoint Portal Server and the workspaces on the server must be the same For example, for a German version of SharePoint Portal Server, you must create the workspaces in

German You cannot create a Spanish workspace, for example, on the German server However, you can install the Spanish version of the client components

on a separate computer to access the German workspace on the server

Individual documents in a workspace can contain content written in a different language, so a German workspace could contain documents written in Spanish

Use of Special Characters

SharePoint Portal Server has some limitations regarding which special characters it supports High ASCII, double-byte character set (DBCS), and Unicode are supported for all languages Limitations, such as certain illegal characters in workspace names, are identified whenever applicable within this course and the SharePoint Portal Server online Help

Topic Objective

To present how different

languages coexist in

SharePoint Portal Server,

and the character limitations

of SharePoint Portal Server

Lead-in

SharePoint Portal Server

supports multilingual

document content

If students are interested in

more information about

SharePoint Portal Server

language support, tell them

that this topic is also

covered in Module 6,

“Adding and Managing

External Content,”

Module 7, “Searching for

Content,” and Module 10,

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The SharePoint Portal Server Setup Process

Install SharePoint Portal Server

 Installs the SharePoint Portal Server

 Installs the client components of SharePoint Portal Server

 Launches the Add New Workspace Wizard

 Adds the MMC on the server machine

SharePoint Portal Server Setup Wizard Run the Client Setup Wizard

 Extends the feature-sets of Web Folders and the Microsoft Office applications

Client Setup Wizard

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When SharePoint Portal Server is deployed in a small organization or department (for example, an organization with fewer than 800 users connecting

to a single SharePoint Portal Server computer), the server administrator installs

SharePoint Portal Server on a local server after consulting with the workspace contact, the individual who has overall responsibility for the workspace

Planning Issues Related to Setup

During the SharePoint Portal Server Setup process, the server administrator, in conjunction with the workspace contact, must consider the following questions:

 Is more than one server required to accommodate users?

When there is a large demand for the two resource-intensive processes—search and index creation—you can set up additional SharePoint Portal Server computers to balance resource usage

 Should additional workspaces be created after SharePoint Portal Server is installed?

You can use additional workspaces to address user access issues or to distribute the management load by dividing users and documents among multiple workspaces

Topic Objective

To present the two phases

of the SharePoint Portal

Server setup process

Lead-in

The SharePoint Portal

Server setup process is a

straightforward installation

process that uses wizards to

install both SharePoint

Portal Server and the client

components of SharePoint

Portal Server

The icon on the bottom left

corner of the slide indicates

that this slide consists of a

sequence of slides Click to

display each slide

For a small,

department-level deployment of

SharePoint Portal Server,

the server administrator, the

workspace contact, and the

coordinator at the

workspace level may be the

same person Explain that

the workspace contact is the

individual who has overall

responsibility for the

workspace and receives

system-generated e-mail

Remind your students that

multiple server deployments

are covered in Module 10,”

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Phases of the SharePoint Portal Server Setup Process

In the group collaboration scenario, there are two stages to deploying SharePoint Portal Server

Stage 1: Install SharePoint Portal Server

To install SharePoint Portal Server on a computer running Windows 2000 Server SP1, use the SharePoint Portal Server Setup Wizard The SharePoint Portal Server Setup Wizard guides you through a quick installation process The administrator is required to provide minimal information during the installation The Setup.exe program:

 Installs SharePoint Portal Server

 Starts the New Workspace Wizard, which creates the default workspace

 Creates a new network resource on the server, which is available in My Network Places

 Installs SharePoint Portal Server Administration

 Installs the client components of SharePoint Portal Server on the server

Stage 2: Run the Client Setup Wizard

To install the client components of SharePoint Portal Server on the client computers, run the Client Setup Wizard The Client Setup Wizard extends the feature sets of Web folders and the Microsoft Office applications (Microsoft Word, Microsoft Excel, and Microsoft PowerPoint®) to provide access to SharePoint Portal Server functionality

SharePoint Portal Server

Administration is a snap-in

to Microsoft Management

Console (MMC) For more

information about snap-ins,

see the MMC Help utility

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Installing SharePoint Portal Server

Running the SharePoint Portal Server Setup Wizard

Insert the SharePoint Portal Server CD, and click the Server

Installation link to the SharePoint Portal Server Setup Wizard

OR You can also go to the Server directory on the CD, and

double-click Setup.exe

In the SharePoint Portal Server Installation Folders page,

specify the location on the server’s disk where you want to install the SharePoint Portal Server program files and data files

Log on to the Windows 2000 server as a local or domain administrator

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There are several ways to install SharePoint Portal Server In a small collaborative workgroup, the preferred method is to use the SharePoint Portal Server Setup Wizard The SharePoint Portal Server Setup Wizard guides you through the installation process

To run the SharePoint Portal Server Setup Wizard, log on to the Windows 2000 server as a local or domain administrator

If you are installing SharePoint Portal Server on a computer running Exchange 2000 Server, you must have domain administrator permissions because the setup application adds a Storage Group and Public Folder top-level hierarchy to the Exchange configuration in Active Directory, which then gets picked up and created by the Web Storage System However, you do not have

to have Exchange permissions to install SharePoint Portal Server on an Exchange 2000 server

Insert the SharePoint Portal Server CD into your CD-ROM drive, and then click

the Server Installation link to the SharePoint Portal Server Setup Wizard You can also go to the Server directory on the CD, and then double-click Setup.exe

Follow the instructions that appear in the SharePoint Portal Server Setup Wizard You will need to specify the following information:

 Product identification information

 Installation folders

On the SharePoint Portal Server Installation Folders page, specify the

location on the server’s hard disk where you want to install the SharePoint Portal Server program files and data files You can change the installation

location for these files by clicking Change Folder

Topic Objective

To present the procedure for

running the SharePoint

Portal Server Setup Wizard

Lead-in

The SharePoint Portal

Server Setup Wizard is the

preferred method for

installing SharePoint Portal

Server and the client

components of SharePoint

Portal Server

Delivery Tip

Demonstrate how to open

the SharePoint Portal

Server Setup Wizard and

present the information that

the wizard requires from the

person performing the

installation To perform this

demonstration you will need

a SharePoint Portal Server

CD See if the CD used to

set up the classroom is

available for you to use

Note

If necessary, tell your

students that the CD Key

that you type in the Product

Identification screen

uniquely identifies your copy

of SharePoint Portal Server

and enables you to receive

technical support

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Components Installed by SharePoint Portal Server Setup

?

Server

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SharePoint Portal Server Setup installs the following five components:

 Web Storage System

If you are installing SharePoint Portal Server on an Exchange Server computer, SharePoint Portal Server requires the Exchange 2000 version of the Web Storage System You must install Exchange 2000 Server prior to running SharePoint Portal Server Setup However, if you are installing SharePoint Portal Server on a computer without Exchange, SharePoint Portal Server Setup installs the Web Storage System

 MSSearch Service version 2.1

If SharePoint Portal Server Setup detects a previous version of MSSearch, Setup upgrades the service to version 2.1

 SharePoint Portal Server Administration The server administrator can use SharePoint Portal Server Administration in Microsoft Management Console (MMC) to modify SharePoint Portal Server settings

 Client components of SharePoint Portal Server

 User Documentation and Help SharePoint Portal Server Help is available in three locations: on the standard

Help menu in the Web folders view, in SharePoint Portal Server

Administration, and in the WINNT\Help directory

For a list of the folders created during installation, see Appendix B,

“Folders Created by SharePoint Portal Server Setup.”

Topic Objective

To list the components that

are installed by the

SharePoint Portal Server

Setup Wizard

Lead-in

The SharePoint Portal

Server Setup installs five

components

Let students know that there

will be more information

about the installed client

components during the

section on installing the

client components later in

this module

Note

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Using the New Workspace Wizard

On the first page of the New Workspace Wizard, click Next

In the Workspace Definition page, in the Workspace name

box, type the name of the workspace that you are creating

In the Description box, type an optional description of the

workspace

On the Workspace Contact page, in the Workspace contact

name box, type the name of the person who has overall

responsibility for the workspace

In the Workspace contact e-mail address box, type the e-mail

address for the workspace contact

Click Next Click Finish

Running the New Workspace Wizard

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The SharePoint Portal Server Setup Wizard automatically starts the New Workspace Wizard The New Workspace Wizard creates a default workspace and requires you to assign a workspace contact

Specifying Workspace Definition and Contact Information

The New Workspace Wizard prompts the administrator to specify the following information:

 Workspace definition Provide the name of the workspace here The name of the workspace along with the name of the server form the workspace URL that is used to access the workspace after it is created You can also provide an optional

description that is displayed with the workspace properties in SharePoint Portal Server Administration or in Web folders If you are creating an index

workspace, configure it by using the Advanced tab

For more information about creating index workspaces, see Module 6, “Adding and Managing External Content,” in Course 2095A,

Implementing Microsoft® SharePoint Portal Server 2001

 Workspace contact Provide the name and e-mail address for a workspace contact here The workspace contact, normally the coordinator at the workspace level, is the person who receives system-generated e-mail notifications about

subscription issues, such as e-mail replies to a subscription notice or delivery receipts for subscriptions sent to an invalid address The account is not validated during installation and the person does not need to have any permissions on the workspace

non-Topic Objective

To present the procedure for

creating a new workspace

by using the New

Workspace Wizard

Lead-in

Use the New Workspace

Wizard to create a

workspace during the

SharePoint Portal Server

Setup process

Demonstrate opening

SharePoint Portal Server

Administration and start the

New Workspace Wizard

Guide the students through

the wizard, but click Cancel

rather than Finish

Note

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If you click Cancel on the Welcome page of the New Workspace Wizard

during a SharePoint Portal Server installation, SharePoint Portal Server Setup will not proceed with the New Workspace Wizard, and no default workspace will be created

You can create a workspace later by using SharePoint Portal Server Administration For more information about using SharePoint Portal Server Administration, see the Configuration section later in this module, or for more general administration information, see Module 9, “Managing SharePoint Portal

Server” in Course 2095A, Implementing Microsoft® SharePointPortal Server 2001

Running the New Workspace Wizard

To create a new workspace by using the New Workspace Wizard:

1 On the first page of the New Workspace Wizard, click Next

2 On the Workspace Definition page, in the Workspace name box, type the

name of the workspace that you are creating

SharePoint Portal Server workspace names can consist of characters from lower ASCII (that is, the code set that includes the characters with codes 32

to 127) except for the following characters:

# : \ ? * < > % / | “ { } ~ [ ] Space ! ( ) = ; , @ & + The workspace name cannot exceed 25 characters The wizard ensures that the workspace name is unique and does not conflict with any other

workspace names on the server

You cannot edit the name of a workspace after you create the workspace

3 In the Description box, type an optional description of the workspace

4 On the Workspace Contact page, in the Workspace contact name box,

type the name of the person who has overall responsibility for the workspace

5 In the Workspace contact e-mail address box, type the e-mail address for

the workspace contact

6 Click Next

7 To complete the wizard and create the new workspace, click Finish

After you create the workspace, you must set security on the workspace node

by using SharePoint Portal Server Administration or My Network Places

Because some anti-virus software programs can interfere with the workspace creation process, you should disable anti-virus programs when installing SharePoint Portal Server and when creating a workspace

Note

Note

Note

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Advanced SharePoint Portal Server Setup Options

Server Server Remotely

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The preceding topic described an installation scenario for a small collaborative workgroup If you are installing SharePoint Portal Server in a larger

organization or an organization with multiple servers, however, you may need

to use the advanced setup options of SharePoint Portal Server, such as remote and unattended installations

Performing a Remote Installation

If you have Windows 2000 Terminal Services, you can use it to install SharePoint Portal Server remotely on multiple computers in your organization Terminal Services is especially useful if you do not have Microsoft Systems Management Server (SMS) installed and you want to easily deploy SharePoint Portal Server on a remote server

Performing an Unattended Installation

When SharePoint Portal Server is installed by using an ini file (also called a unattended or silent installation), no dialog boxes or error messages that require user intervention are displayed This setup enables you to install identical configurations of SharePoint Portal Server on multiple computers

For more information about remote and unattended installations, see Module 10, “Examining an Enterprise-Level Implementation,” in Course

2095A, Implementing Microsoft® SharePointPortal Server 2001

Topic Objective

To present the advanced

setup options for SharePoint

SharePoint Portal Server

remotely There are two

options for installing

SharePoint Portal Server

remotely

Note

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 Post-Installation Issues

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If you encounter difficulty during the SharePoint Portal Server Setup process or after the installation is complete, you may be required to uninstall or repair SharePoint Portal Server and examine log files This topic describes how to uninstall and repair SharePoint Portal Server and how to troubleshoot the installation process

Topic Objective

To outline this topic

Lead-in

If you encounter difficulty

during the SharePoint Portal

Server Setup process or

after the installation is

complete, you may be

required to uninstall or

repair SharePoint Portal

Server and examine log

files

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Uninstalling or Repairing SharePoint Portal Server

 Uninstalling SharePoint Portal Server Server

 Removes all application files

 Removes registry entries

 Removes uninstaller

 Does not decrement core components

 Decrements the count on shared components

 Leaves a zero count if not removing a component

 Uninstalls Client components of SharePoint Portal Server

 Repairing SharePoint Portal Server Server

 Re-installs SharePoint Portal Server binaries and registry keys

 Starts the Web Storage System re-install

 Repairs SharePoint Portal Server Client Extensions

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You can manually uninstall or repair SharePoint Portal Server by using Add/Remove Programs in Control Panel If SharePoint Portal Server Setup detects a previous installation, you are prompted to either uninstall or repair SharePoint Portal Server

Uninstalling SharePoint Portal Server

During the SharePoint Portal Server uninstall process, all program files, folders, and registry entries are removed You cannot uninstall individual components

of SharePoint Portal Server, such as SharePoint Portal Server Search or the dashboard site files In order to support the Exchange standard, uninstalling SharePoint Portal Server does not remove Web Storage System data files However, if you later attempt to reinstall SharePoint Portal Server on the same hard disk, you will be prompted with an option to delete the existing data files The Uninstall process performs the following tasks:

 Removes all application files

All files and folders that were copied to the hard disk are removed An exception is the Search service files, which are not removed if another application such as SQL Server or Exchange 2000 is still using them

 Removes registry entries

The uninstaller removes all registry entries created by the application with the exception of keys that might be shared by other programs

 Removes the uninstaller

The uninstaller removes itself

 Does not decrement core components

The uninstallerdoes not decrement or remove any core component, in particular Microsoft Foundation Class Library (MFC), dynamic-link library (DLL), Open Database Connectivity (ODBC), and Data Access Object (DAO) DLLs

Topic Objective

To present the SharePoint

Portal Server Setup uninstall

and repair options

Lead-in

You can uninstall or repair

SharePoint Portal Server

Shared components

maintain a record of how

many applications are using

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 Decrements the count on shared components

The uninstallerwill accurately decrement the count on all components the application uses that are installed as shared components

 Leaves a zero count if not removing a component

If the reference countis at zero (0) and it will not remove the component; it leaves the reference count at zero

 Uninstalls Client components of SharePoint Portal Server

These components are automatically uninstalled

Repairing SharePoint Portal Server

Repairing SharePoint Portal Server will reinstall all SharePoint Portal Server binary files and registry keys It will also start the Web Storage System reinstallation process It is important to note that SharePoint Portal Server Setup does not modify any existing data or the Web Storage System during this process The user is not prompted for any information, such as installation directories, because this information will have been stored during the original installation

If you repair SharePoint Portal Server, the client components of SharePoint Portal Server are also repaired

Note

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Identifying Troubleshooting Information

Ensure the Computer Meets the Software and Hardware Requirements

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If server setup fails, you can troubleshoot the failure by checking the hardware and software requirements, the readme.doc file, the setup log files, and the system and application Event Log files as follows:

 Ensure that your computer meets the software and hardware requirements

 Check the readme file (typically in the root of the CD) for known issues

 Check the setup logs If Setup encounters a fatal error, it will exit and direct the user to the setup logs for more information First check errorlog.txt and setup.log for a summary of errors If further investigation is needed, you can check the verbose setup logs

 Check the system and application Event Logs

The following table lists and describes the system and application Event Logs you should examine for information regarding server installation

Log Description Eventlog.txt Contains the verbose listing of all setup actions, both successful

and failed This file is located in \Program Files\

Microsoft Integration\SharePoint Portal Server\Logs for successful installations For failed installation, this file is located

in the %temp% directory

Errorlog.txt Contains any errors encountered during setup This information

is also contained in eventlog.txt so that the administrator can easily locate the failure This is the first place to check if Setup encounters fatal errors This file is located in \Program Files\ Microsoft Integration\SharePoint Portal Server\Logs for successful installations For failed installation, this file is located

in the %temp% directory

Topic Objective

To present the log files that

can be checked for

information regarding setup

failure

Lead-in

If server setup fails, you can

check various log files for

information regarding server

installation

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(continued)

Log Description Setup.log Summarizes the installation status of the major components:

Web Storage System, Web Storage System Core, SharePoint Portal Server, and MSSearch Each component is listed with the version installed, the installation status (success or failure), and the error message if it was a failure This file is located in

\Program Files\Microsoft Integration\SharePoint Portal Server\Logs

SharePoint Portal ServerClient.L

Contains verbose setup logging for the Web Storage System and Web Storage System Core components This file is located at the root of the operating system drive

If the public and workspace virtual directories show the error “stop sign” icon in the IIS snap-in, you can safely ignore it The stop signs do not mean the Vroot failed to initialize, it is just a result of the service startup order If the World Wide Web Publishing Service (W3SVC) starts before the Microsoft Exchange Information Store (MSExchangeIS), “stop sign” icons appear under the Default Web Site folder of the Internet Information Services console in MMC There is a dependency between the local paths of the SharePoint Portal Server virtual directories and the Exchange information store Start

MSExchangeIS first, and then start the W3SVC

Note

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 Installing the Client Components of SharePoint Portal Server

Client Setup Wizard

SharePoint Portal Server

Server Setup Options

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You can install the client components of SharePoint Portal Server on the client computer by using various methods In a small collaborative workgroup scenario, you install the client components of SharePoint Portal Server by using

a wizard The wizard installs all of the required components and can also be used to uninstall or repair the client components of SharePoint Portal Server

Topic Objective

To outline this topic

Lead-in

Just as with SharePoint

Portal Server, you install the

client components of

SharePoint Portal Server by

using a wizard and only

large organizations require

advanced setup options for

the client components

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Using the SharePoint Portal Server Client Setup Wizard

Running the SharePoint Portal Server Client Setup Wizard

Log on to the client computer

Connect to the location on the server where the client installation files are located and run setup.exe

The setup program will check to ensure that the client computer is running a supported operating system and that the client requirements are met

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You can start the installation of the client components of SharePoint Portal Server from the server, or you can use the CD that contains the SharePoint Portal Server product

To use the SharePoint Portal Server Client Setup Wizard to install the client components of SharePoint Portal Server on a client computer:

1 Log on to the client computer If you are installing SharePoint Portal Server

on a computer running Windows 2000 or Windows NT 4.0, you must have local administrator privileges

2 Connect to the location on the server where the client installation files are located and then run Setup.exe During server setup, these files are dropped

at Program Files\SharePoint Portal Server\ClientDrop\Languages\Lang, where Lang corresponds with the language of the client computer

If you want to install the client components from the CD, insert the CD and then click the link to the Client Setup Wizard You can also go to the Client

directory on the CD, and then double-click Setup.exe

3 There are no user-configurable options available in the client setup

However, before actual setup begins, the setup program will check to ensure that the client computer is running a supported operating system and that the requirements of the client components, such as Internet Explorer 5 or later with Microsoft Visual Basic Scripting Edition (VBScript) support, Microsoft Data Access Components (MDAC) 2.5 or later, and Outlook Express, are met Typically, Setup will end with an error message if a required component is missing If MDAC is not present, however, the client installation process automatically installs MDAC 2.5 SP1

You are not required to install the client components if you plan to access SharePoint Portal Server through the dashboard site by using Internet Explorer as your browser

Topic Objective

To present the procedure for

accessing the SharePoint

Portal Server Client Setup

Wizard and the procedure

for adding a Web folder that

points to the workspace

Lead-in

The SharePoint Portal

Server Client Setup Wizard

installs the client

components for you, but you

must add a Web folder on

the client computer that

points to the workspace

The Collaboration Data

Objects for SharePoint

Portal Server are dependent

on the inetcom.dll, which is

part of Outlook Express

5.01 Outlook Express 5.01

is installed by default when

Internet Explorer 5, or later,

is installed

Note

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Components Installed by the SharePoint Portal Server Client Setup Wizard

 Web Folders Upgrade

 Office 2000 COM Add-in

 SharePoint Portal Server CDO Extensions

Server Client Setup Wizard

Client Registry Entries

HKEY_LOCAL_MACHINE

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The SharePoint Portal Server Client Setup Wizard installs all client components

of SharePoint Portal Server and creates the required directories and registry entries

Client Components of SharePoint Portal Server

The SharePoint Portal Server Client Setup Wizard installs the following components:

 Web Folders Upgrade This component is an upgrade to the Microsoft OLE DB Provider for Internet Publishing (MSDAIPP) that is used for accessing Hypertext Transfer Protocol (HTTP) servers using Web Folders

 Office 2000 Component Object Model (COM) Add-in The Office 2000 COM Add-in adds publishing verbs (such as check in, check out, and publish) to Office applications (Word, Excel, and PowerPoint)

Topic Objective

To present the components

that are installed by the

SharePoint Portal Server

Client Setup Wizard

Lead-in

The SharePoint Portal

Server Client Setup Wizard

installs four components

during the setup process

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 SharePoint Portal Server Collaboration Data Objects (CDO) Extensions This component installs cdoex.dll, which contains Exchange CDO extensions

 Microsoft Data Access Components Client components of SharePoint Portal Server require MDAC 2.5 or later

If this is not already present on the computer, the client installation process installs MDAC 2.5 SP1

If you experience difficulties after MDAC is installed, please refer the following knowledge base article, which discusses updating registry settings to resolve installation issues:

Contains all documents

%Program Files%\Common Files\Microsoft Shared

\Web Folders\Help

Contains user Help files

Storing SharePoint Portal Server Client Registry Entries

Office registry entries are typically per user SharePoint Portal Server Client registry entries, however, are stored under the HKEY_LOCAL_MACHINE section of the registry For this reason, the Office COM Add-in is not displayed

in the Office user interface (UI) where other per-user Add-ins are displayed

Therefore, there is no way to remove only the Add-in for troubleshooting purposes

Note

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Uninstalling or Repairing the Client Components of SharePoint Portal Server

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You can manually uninstall or repair the client components of SharePoint Portal

Server by using Add/Remove Programs in Control Panel The uninstall/repair

options are displayed when an existing installation is detected

Uninstalling the Client Components of SharePoint Portal Server

Choosing the uninstall option removes all components except the upgrade to Web folders

If you require the use of Web folders, you must reinstall this component

by running an Office 2000 Repair or by running

\WINNT\System32\webfldrs.msi on the computer running Windows 2000

Repairing the Client Components of SharePoint Portal Server

Choosing the repair option reinstalls all SharePoint Portal Server binaries and registry keys

Topic Objective

To present what is

accomplished when the user

runs either the uninstall or

the repair option for the

setup of the client

components of SharePoint

Portal Server

Lead-in

In certain scenarios, you

may need to uninstall or

repair the setup of the client

components of SharePoint

Portal Server

Note

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Identifying Troubleshooting Information

Ensure that Internet Explorer 5.0 or Later is Installed on the Client Computer

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If the installation of the client components fails, you can troubleshoot the installation by checking the following issues:

 Ensure that Internet Explorer 5 or later is installed on the client computer

 Ensure that administrator privileges were granted on the client computer

 Check the Event Log to see if Windows Installer has written errors in it

 Remove and reinstall the client components of SharePoint Portal Server

 Enable verbose logging on the client computer

If installation of the client components fails, it may be useful to generate a verbose log file of the client components installation To accomplish this, use Windows Installer (Msiexec) This only works on a computer with Msiexec.exe in the system path, which is automatically true if:

• The operating system is Windows 2000

• The operating system is Windows NT 4.0 and any Office 2000 application or suite has been installed (or any other application that is installed by using Windows Installer)

The operating system is Windows 9x, any Office 2000 application or

suite (or other application that uses Windows Installer) has been installed,

If the installation of the client

components fails, check

these issues first

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Using Setup.exe to Generate a Log File

To generate a log file on a computer that is not running Windows 2000 or Office 2000:

In a command prompt, type the following:

“msiexec /L*v logfile location and name /I full path to SharePoint Portal Serverclient.msi”

For example, when installing from a network share called \\server\clientshare, you would type:

“msiexec /L*v client.log /I \\server\clientshare\SharePoint Portal

Serverclient.msi”

You can change the path to point to another drive, for example, d:\client.log for the log file location However, if a directory is not specified, the log is created in the directory from which you ran the command

On client computers that do not have Windows Installer Service, you can generate log files from SharePoint Portal Server client setup.exe By default, a few (rather terse) logs will be generated whenever Setup.exe is run These logs will provide much of the information you would need to diagnose errors

To generate a verbose log for more troublesome errors, run the Setup.exe file from a command prompt by changing to the Client directory that contains the

Setup.exe file and typing: “setup /L*v logfile location and name”

For example, type:

“setup /L*v d:\temp\june01log.txt”

Note

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Advanced Client Components of SharePoint Portal Server Setup Options

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In a large organization, or in an organization with multiple computers, you may have to use advanced setup options to install the client components of

SharePoint Portal Server The following three advanced setup options are available for remotely installing the client components of SharePoint Portal Server:

 SharePoint Portal Server Client Setup You can install the client components of SharePoint Portal Server from the SharePoint Portal Server CD by running SharePoint Portal Server Client Setup SharePoint Portal Server Client Setup guides you through the installation process

 Windows Installer You can use Windows Installer to install client components of SharePoint Portal Server in an unattended mode

 Systems Management Server You can use SMS to remotely install the client components of SharePoint Portal Server on multiple computers in your organization

For more information about running unattended installations, see Module 10, “Examining an Enterprise-Level Implementation” in Course

2095A, Implementing Microsoft® SharePointPortal Server 2001

Topic Objective

To present the options for

installing the client

large organization, or if you

want to customize your

installation, you may need to

use advanced installation

options

Note

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