Overview Planning an Enterprise-Level Implementation SharePoint Portal Server Deployment Scenarios Duplicating a SharePoint Portal Server Computer SharePoint Portal Server Deployment
Trang 1SharePoint Portal Server Deployment
Configuring SharePoint Portal Server for
Trang 2Information 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
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Trang 3Instructor Notes
This module introduces the student to enterprise-level deployments of Microsoft® SharePoint™ Portal Server 2001 in a multiple server environment
After completing this module, students will be able to:
Describe the tasks performed by SharePoint Portal Server that may require a dedicated server and plan a SharePoint Portal Server implementation
Develop a deployment strategy by using the four common SharePoint Portal Server deployment scenarios as a guide
Deploy multiple copies of a master SharePoint Portal server computer across an enterprise
Describe the two methods of deploying a SharePoint Portal Server computer and explain how to install the server in multiple language environments
Configure a SharePoint Portal Server computer in a multiple server environment with an index workspace for use with a search server
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_10.ppt
Preparation Tasks
To prepare for this module, you should:
Read all of the materials for this module
Complete the lab
Instructor Setup for a Lab
This section provides setup instructions that are required to prepare the instructor computer or classroom configuration for a lab
Lab A: Configuring an Index Workspace
To prepare for the lab
• The classroom must be set up according to the Classroom Setup Guide for
course 2095A, Implementing Microsoft ® SharePoint ™ Portal Server 2001
Presentation:
60 Minutes
Lab:
30 Minutes
Trang 4Module Strategy
Use the following strategy to present this module:
Planning an Enterprise-Level Implementation Discuss the planning issues that a student should consider before deploying
an enterprise-level SharePoint Portal Server implementation Describe the tasks performed by the SharePoint Portal Server and then discuss the importance of evaluating the organization to determine whether one or more servers should be dedicated to these tasks Finally, discuss the issues an administrator must address to effectively plan for current and future use of SharePoint Portal Server
SharePoint Portal Server Deployment Scenarios Describe the group collaboration, group search, corporate search, and aggregated document management and search deployment scenarios, and explain how these scenarios can be used as a guide when developing a deployment strategy
Duplicating a SharePoint Portal Server Computer Provide the students with a high-level understanding of the process of duplication, and then explain how to configure duplication Explain how to initiate duplication by calling two types of methods, how to schedule duplication, and finally, how to perform duplication Conclude the topic by listing some common problems that occur during duplication and describing how to troubleshoot these issues
SharePoint Portal Server Deployment Methods and Considerations Explain that there are two methods for deploying a SharePoint Portal Server computer, and then describe how to install the server by using Microsoft Terminal Services and by using an ini file Finally, discuss the issues regarding the installation of SharePoint Portal Server in multiple language environments
Configuring SharePoint Portal Server for Multiple-Server Deployment Explain that configuring SharePoint Portal Server for multiple-server deployment entails considering an organization’s security policy to ensure that content on the dashboard site is secure Explain the purpose of SharePoint Portal Server resource usage controls and how they are used during the search process Next, discuss the process of configuring a server dedicated to indexing Finally, discuss how to configure crawl settings
Trang 5Customization Information
This section identifies the lab setup requirements for a 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 lab in this module is 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®
SharePoint™ Portal Server 2001
Important
Trang 7Overview
Planning an Enterprise-Level Implementation
SharePoint Portal Server Deployment Scenarios
Duplicating a SharePoint Portal Server Computer
SharePoint Portal Server Deployment Methods and Considerations
Configuring SharePoint Portal Server for Multiple-Server Deployment
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Deploying Microsoft® SharePoint™ Portal Server 2001 in an enterprise-level environment requires careful planning because these environments often include complex networks, heavy usage needs, and numerous installations This means that the administrator must carefully analyze the organization to
determine how the server will be used and whether it should be dedicated to specific tasks This module discusses planning issues, common deployment scenarios, how to duplicate the server across an enterprise, deployment methods and considerations, and how to configure SharePoint Portal Server for multiple-server deployment
After completing this module, you will be able to:
Describe the tasks performed by SharePoint Portal Server that may require a dedicated server and plan a SharePoint Portal Server implementation
Develop a deployment strategy by using the four common SharePoint Portal Server deployment scenarios as a guide
Deploy multiple copies of a master SharePoint Portal Server computer across an enterprise
Describe the two methods of deploying a SharePoint Portal Server computer and explain how to install the server in multiple language environments
Configure a SharePoint Portal Server computer in a multiple server environment with an index workspace for use with a search server
Trang 8Planning an Enterprise-Level Implementation
Planning Dedicated Servers
Planning for Current and Future Usage
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Effectively planning an implementation of SharePoint Portal Server at the enterprise level entails understanding the tasks that the server will perform, evaluating your organization to determine whether one or more servers should
be dedicated to these tasks, and then planning current and future use
Topic Objective
To outline this topic
Lead-in
In this section, you will learn
how to plan for an
enterprise-level
implementation of
SharePoint Portal Server
Trang 9Planning Dedicated Servers
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SharePoint Portal Server performs document management, index creation, and search tasks and it provides a dashboard site where these tasks can be
performed Because these tasks place a workload on the SharePoint Portal Server computer,you must determine which of these tasks your organization requires and whether you will need to dedicate a server to the tasks
Dedicating a Server to Document Management
You can use SharePoint Portal Server as a document management solution to provide document versioning, document profiling, collaboration, search, and security When planning an enterprise-wide implementation, you might want to deploy a SharePoint Portal Server computer dedicated to document
management if:
You have a large number of authors
You have a large number of documents
You require document versioning capabilities
You extensively use the document approval processes
Topic Objective
To describe the tasks
performed by the
SharePoint Portal Server
that may require a dedicated
Trang 10Dedicating a Server to Creating Indexes
You can use SharePoint Portal Server to create indexes that are used for searching A SharePoint Portal Server computer automatically creates one index when you create the workspace; however, you can propagate up to four indexes
in a workspace Because creating and updating an index is processor and disk resource intensive, you might want to deploy a SharePoint Portal Server dedicated to creating and updating indexes if:
You have a large amount of information to crawl
You offload the network traffic that is generated by crawling to another computer
You offload memory, central processing unit (CPU), and disk access usage
to another computer
Dedicating a Server to Searching
You can use the SharePoint Portal Server dashboard site to search for content that is stored in the workspace or to search for content that is stored externally and linked to the workspace When planning an enterprise-wide
implementation, you might want to deploy a SharePoint Portal Server dedicated
You use many content sources
Your organization performs extensive crawling of content sources
Trang 11Planning for Current and Future Usage
To Plan for Enterprise-Level Deployment:
Determine the most common types of use for your system
Number or users requiring document management and searching capabilities
Number and size of documents to be stored Number of users using SharePoint Portal Server Number of concurrent users on a SharePoint Portal Server computer
Type and location of content crawled
If using local groups, number of servers needed to upgrade from a workgroup to a domain model
Number or users requiring document management and searching capabilities
Number and size of documents to be stored Number of users using SharePoint Portal Server Number of concurrent users on a SharePoint Portal Server computer
Type and location of content crawled
If using local groups, number of servers needed to upgrade from a workgroup to a domain model
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Planning an enterprise-level implementation of SharePoint Portal Server requires evaluating your organization’s current and future needs Answering the following questions will help you design the most appropriate deployment strategy for your organization:
How many users currently require SharePoint Portal Server primarily for document management? How many users will require this capability in the future?
How many users currently require SharePoint Portal Server primarily for searching? How many users will require this capability in the future?
How many documents do you need to store? How many do you expect to store in the future?
What size are the documents that you need to store? Will the document size increase or decrease in the future?
How many users will be on a SharePoint Portal Server computer at one time? Will this number increase or decrease in the future?
How many workspaces do you need to maintain on a single server? Will this number increase or decrease in the future?
What content do you need to crawl and where is the content located? For example, will you crawl SharePoint Portal Server computers, Microsoft Exchange 5.5 or Exchange 2000 computers, Lotus Notes databases, file servers, or Web sites? Will you need to crawl additional content in the future?
If you are currently using local groups, will you need additional servers when you upgrade from a workgroup to a domain model?
Topic Objective
To list the questions that an
administrator must answer
when planning a SharePoint
evaluating how your
organization and users plan
to use the server
Trang 12SharePoint Portal Server Deployment Scenarios
Group Collaboration
Group Search
Corporate Search
Aggregated Document Management and Search
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To successfully deploy a SharePoint Portal Server computer, you must understand the context in which the computer will be deployed This means that you must determine what SharePoint Portal Server features your users require and how often they will use each feature After you determine that, you can determine the function of the server and how many servers each workgroup requires This section describes four typical deployment scenarios: group collaboration, group search, corporate search, and aggregated document management and search Evaluating these scenarios will help you determine how to implement SharePoint Portal Server in your organization
Topic Objective
To outline this topic
Lead-in
There are four common
SharePoint Portal Server
deployment scenarios that
you can use as guides in
developing your deployment
strategy
Trang 13Group Collaboration
Up to 15 workspaces per server
Close to the same number of authors and readers
The Group Collaboration Deployment Is Appropriate if
a Workgroup:
Heavily utilizes the document management features
Performs searching of the workgroup dashboard site
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The group collaboration deployment scenario is designed to enable team members to work together more efficiently
Deployment Characteristics
This scenario is appropriate for workgroups that intend to:
Store a large number of documents in the workspace
Maintain a large number of authors
Manage a large number of document versions
Extensively use the document approval process
Limit searching of the workgroup dashboard site
Limit crawling of content sources
Server Configuration
The number of servers that are used in the group collaboration deployment scenario depends on the number of workspaces It is recommended that you have no more than fifteen workspaces per server Although, one workspace is usually sufficient for a small group, if you anticipate that you will need more than fifteen workspaces per server, you should add another server
An organization deploying this scenario might include a sales department that generates weekly reports that must be kept up-to-date Because these reports are edited by various employees and then sent through an approval process in which past versions are occasionally retrieved, these reports must be readily accessible to all employees in the department
Topic Objective
To describe the
characteristics of the group
collaboration deployment
scenario and to explain a
typical server configuration
for this scenario
Lead-in
This topic describes a
SharePoint Portal Server
implementation in which
group collaboration is the
primary function
Trang 14Group Search
The Group Search Deployment Is Appropriate if a Workgroup:
Typically has high Search Service usage by reader
Has very few people authoring content for the server
Requires more server resources for crawling and categorizing data than document management
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The group search deployment scenario is designed to optimize searching and accessing information
Deployment Characteristics
This scenario is appropriate for workgroups that intend to:
Store a large number of documents in the workspace
Maintain a large number of readers
Maintain a small number of authors
Extensively use the search service
Perform some crawling of content sources
Limit use of document management features
Server Configuration
The group search deployment scenario uses one SharePoint Portal Server computer This server stores content sources as well as content that is located in the workspace This server also provides the dashboard site that is associated with the workspace
An organization deploying this scenario may have a product research team that
is studying past product information by searching their product library Because the organization’s information is stored in a workspace and because a
competitor’s Web site is stored as a content source, this information can be exposed allowing the product research team to access it using SharePoint Portal Server search
Topic Objective
To describe the
characteristics of the group
search deployment scenario
and to explain a typical
server configuration for this
scenario
Lead-in
This topic describes a
SharePoint Portal Server
implementation in which
group searching is the
primary function
Trang 15Corporate Search
The Corporate Search Deployment Uses Two SharePoint Portal Server Computers:
A SharePoint Portal Server dedicated to indexing
A SharePoint Portal Server dedicated to searching
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The corporate search deployment scenario is designed for a large number of readers who need to search a large amount of data This data is stored external
to the workspace and it is crawled by another server
Deployment Characteristics
This scenario is appropriate for workgroups that intend to:
Maintain a large number of readers
Extensively use the search service
Crawl content sources
Limit the use of document management features
Server Configuration
The corporate search deployment scenario uses the following two SharePoint Portal Server computers:
One server dedicated to indexing
This server creates an index of the content that is stored outside the workspace
One server dedicated to searching
After the server dedicated to indexing creates an index, the index is propagated to the search server The search server provides the dashboard site that is used for searching and stores documents displayed on the site The server dedicated to indexing is synchronized with the search server for schema, category hierarchy, subscriptions, and auto-categorization rules
Topic Objective
To describe the
characteristics of the
corporate search
deployment scenario and to
explain a typical server
configuration for this
scenario
Lead-in
This topic describes a
SharePoint Portal Server
implementation in which
corporate searching is the
primary function
Trang 16An organization deploying this scenario might use SharePoint Portal Server to search content that is stored on its file servers, on Lotus Notes database servers,
on intranet sites, and on the Web sites of several competitors Readers could search for and read content by using the search server, which would enable category browsing, Best Bet searching, and subscriptions to work for both internal and propagated content
Document management might be required only for the documents that are stored in the workspace, such as announcements, holiday schedules, and organization information Because the only users who are performing document management tasks would be those responsible for configuring the dashboard site, the bulk of the users would be readers
Trang 17Aggregated Document Management and Search
Indexing Searching Document Management
An Aggregated Document Management and Search Deployment Has at Least Three SharePoint Portal Server Computers
One server is a search server
One is the server dedicated to indexing
The others are SharePoint Portal Servers dedicated to document management
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The aggregated document management and search deployment scenario provides the functionality of the corporate search deployment scenario while taking full advantage of the document management features of SharePoint Portal Server
Deployment Characteristics
This scenario is appropriate for workgroups that intend to:
Store a large number of documents in the workspace
Maintain a large number of authors
Maintain a large number of readers
Extensively use document management features
Extensively use the search service
Extensively use indexing
Use a large number of document versions
Extensively use the document approval processes
Extensively use crawling of content sources
Topic Objective
To describe the
characteristics of the
aggregated document
management and search
deployment scenario and to
explain a typical server
configuration for this
scenario
Lead-in
This topic describes a
SharePoint Portal Server
implementation in which
aggregated document
management and searching
is the primary function
Trang 18Server Configuration
The aggregated document management and search deployment scenario uses the following SharePoint Portal Server computers:
One server dedicated to searching
The search server provides the dashboard site that is associated with the workspace, which readers use to facilitate searching of internal and external information The workspace on the search server contains the index
propagated from the server dedicated to indexing Because many resources are spent crawling and categorizing data, search servers typically have high usage and very few people authoring content
One server dedicated to indexing
The server dedicated to indexing only creates and stores indexes associated with content sources You can schedule an index to be propagated
immediately after it is created, or at times when network traffic is slow
Two or more servers dedicated to document management
Each document management server stores documents for users who require document management functionality, such as authors who create content on the server Depending on the size of your organization and the number of documents that you plan to store, you might have up to 15 workspaces on the document management server, or you might dedicate more than one SharePoint Portal Server computer to document management Further, you can write scripts that enable the document management, search, and servers dedicated to indexing to share schema (document profiles, properties, and categories), which enables users to perform searches regardless of the server they connect to or perform their search on
An organization deploying this scenario might use SharePoint Portal Server to search content that is stored on its file servers, on Lotus Notes database servers,
on intranet sites, and on the Web sites of several competitors Readers could search for and read content by using the search server, which would enable category browsing, Best Bet searching, and subscriptions to work for both internal and propagated content
Authors would also extensively use of the document management features There may be several workspaces with their own approval routing processes In addition, authors would utilize the versioning capabilities of SharePoint Portal Server
Trang 19Duplicating a SharePoint Portal Server Computer
Understanding the Duplication Process
Configuring Duplication
Performing Duplication
Troubleshooting Duplication
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Duplicating a SharePoint Portal Server computer enables you to deploy multiple copies of a master SharePoint Portal Server computer across an enterprise Before you can duplicate a SharePoint Portal Server computer, you must understand the process of duplication, how to configure duplication, and how to ensure sufficient access and disk space to copy the backup image from the master server to the duplicate servers After you have performed
duplication, you can troubleshoot it
Topic Objective
To outline this topic
Lead-in
In this section we will
describe the features and
process of duplicating a
SharePoint Portal Server
computer
Trang 20Understanding the Duplication Process
Master Server Duplicate Server
Read-only Searching
SharePoint Portal Server Duplication Allows Multiple Copies of SharePoint Portal Server Across an Enterprise
Duplicate Servers Provide Read-only Searching and Browsing Over the Complete Index, But Does Not Support Document Management Services
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To create multiple copies of the master SharePoint Portal Server computer, you use the SharePoint Portal Server backup and restore process to remotely restore SharePoint Portal Server backup images to other servers in the same domain
Copies the Entire Master Server
The SharePoint Portal Server duplication mechanism is unidirectional, from the master server to the duplicate server, and copies the entire master server, not individual workspaces or documents This means that the copy is a fully featured version of the server, no different than a restored backup Further, all duplicate server features, such as management, schema modification, and discussions features, perform exactly the same way as master server features
Although duplicate server features perform exactly the same way as master server features, many duplicate server features should not be made accessible to users because any changes to the configuration of the duplicate computer will be overwritten during the next duplication process
In this topic we will describe
the reasons for duplicating a
SharePoint Portal Server
Note
Trang 21Provides Read-Only Searching and Browsing
To avoid versioning problems, duplicate servers should be read-only so that users can only search and browse the server This ensures that more than one user does not work on a document at a time, which would result in multiple versions of the same document Because the SharePoint Portal Server duplication mechanism does not enforce a read-only status, it is the administrator’s responsibility to ensure that duplicate servers are read-only Although content sources that are configured on the master server are copied to the duplicate server during duplication, any Microsoft Windows® 2000
scheduled tasks, such as content source crawls or discussion processing and gatherer log files, are not copied to the duplicate server
Subscriptions do not operate normally on the duplicate servers You can view subscription management and subscription results on the duplicate SharePoint Portal Server computer; however, any changes or additions to subscriptions on the duplicate server are lost after the master server is duplicated
Note
Trang 22Configuring Duplication
Create a backup image of the master server
Arrange image distribution
Install and configure SharePoint Portal Server on the duplicate server
Determine what features should be modified and/or customized
on the duplicate server
Install and configure SharePoint Portal Server on the master server
Install Windows 2000 Server or Windows 2000 Advanced Server
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Any SharePoint Portal Server computer can be configured as a duplicate server
if it is configured with the same operating system and same version of the Microsoft Web Storage System as the master server There are no naming restrictions for either the master server or the duplicate server
To configure SharePoint Portal Server duplication:
1 Install either Microsoft Windows 2000 Server or Microsoft Windows 2000 Advanced Server on the master server and install that operating system on the duplicate servers
2 Install and configure SharePoint Portal Server on the master server
3 Determine what features should be modified and/or customized for operation on the duplicate servers
4 Install and configure SharePoint Portal Server on the duplicate servers
5 Schedule a backup process to create a backup image of the master server
6 Arrange for image distribution
7 Schedule a duplication process to restore the image on the duplicate servers
8 After duplication is complete, run the final configuration script to customize the duplicate server
You cannot use the duplicate server while the duplication process is under way, and you cannot stop the duplication process after it has started
Topic Objective
To describe how to
configure SharePoint Portal
Server duplication and to
describe access and disk
space requirements
Lead-in
When you configure
duplication, both the master
server and the duplicate
server must use the same
operation system and Web
Storage System version
Note
Trang 23Access Requirements
To duplicate a master server, you must have network access and read permissions to the backup image of the master server, and the duplicate server must be in a trusted domain
Network Access
The duplicate server must have network access to the backup image of the master server If the network access is unavailable, denied, or lost, the duplication mechanism aborts, and an error message appears in the application Event log
Read Permissions
The administrative access account on the duplicate server must have at least read permission to the backup image of the master server because this image is used to create the copy
Trusted Domain
The duplicate server must be in a trusted domain of the master server domain If the duplicate server is not in a trusted domain, any security settings that use security identifiers (SIDs) that are specific to the master domain will not have any effect on the duplicate server, for either granting or denying access, because the duplicate server would not be able to resolve them
Set Backup and Restore Access Account
If you back up or restore from remote file shares, you must set the backup and
restore access account set by using the /a switch with the msdmback command
For information about backup and restore, see Module 2, “Installing and
Configuring SharePoint Portal Server” in Course 2095A, Implementing Microsoft® SharePoint™ Portal Server 2001
Disk Space Requirements
The duplication process requires a file path that provides sufficient space to copy the backup image from the master server to the duplicate servers If there
is insufficient space, the process aborts and an error appears in the Event log
When you execute scripts that manipulate documents (such as adding
a document profile), document security may be overwritten Therefore, you might want to remove the master server security before backing it up You can then apply the appropriate scripts for each duplicate server
For more information about executing scripts, see Appendix A, “Developing with SharePoint Portal Server,” on the Student Materials compact disc
Note
Warning
Trang 24Performing Duplication
Master Server
European Portal Server
Asian Portal Server
Backup
Restore
You Can Duplicate a SharePoint Portal Server Computer
by Using the Backup and Restore Process
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Before you can perform the duplication process, you must consider how to initiate the process and when to schedule it
Calling a Method from a Script
You can also call the IKnowledgeServer::Backup and IKnowledgeServer::Restore methods from a script You can use this script
with the Windows 2000 Task Scheduler to duplicate the master server on a regularly scheduled basis
Sample script MSDMRepl.bat is provided in the SharePoint Portal Server \Bin directory The location of this directory depends on the location of the SharePoint Portal Server installation directory
Writing Scripts to Automate Server Backup and Create Scheduled Jobs
You also can write scripts to automate server backup and create scheduled tasks that create a backup image of the master server for duplication You can also configure a scheduled duplication process to restore the image on the duplicate server
In this topic, we will describe
how to schedule and
perform duplication
Note
Note
Trang 26Troubleshooting Duplication
Insufficient Disk Space Exists on the Duplicate
Err orDuplicate Drive Not Formatted with NTFS Duplication Process is Already Running Required Services Not Running on Duplicate Server Platform Incompatibility
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The following table lists and describes some common symptoms that occur during duplication and explains how to resolve them
Symptom Condition Resolution
Duplication fails and an error is
logged in the Event log
Insufficient disk space on the duplicate server
Ensure that you have free disk space on the duplicate server equal to at least the size of the backup image
Duplication fails and an error is
logged in the Event log
Duplicate server drive is not formatted with the NTFS file system
Format the drive with NTFS
running
Run only one instance at a time If the process is running and an attempt is made to run another instance from a script, duplication will fail
duplicate server
Ensure that the following required services are running: Microsoft Internet Information Services (IIS) Admin Service (IISAdmin), Microsoft Search Service (MSSearch), Microsoft Document Management (SharePoint Portal Server) (Msdmserv), and Microsoft Exchange Information Store (MSExchangeIS)
Duplication fails when you
attempt to duplicate a server
running on one platform to a
server running on another
platform
platform
Topic Objective
To describe some common
problems that occur during
duplication, and to provide
resolutions
Lead-in
In this topic, we will describe
some common symptoms
that occur during duplication
and provide their
resolutions
Trang 27(continued)
Symptom Condition Resolution
Administrator account on the
duplicate server does not have
read permissions to the duplicate
image on the master server
Duplicate server is not in a
trusted domain of the master
server