Installation Guide for Windows SharePoint Services 3.0

Microsoft Corporation

Published: December 2007

Author: Windows SharePoint Services IT User Assistance ()

Abstract

This guide provides the information you need to successfully install Windows SharePoint Services 3.0 to a stand-alone computer or simple server farm.

This guide includes the following chapters:

Chapter 1 — Install on Windows Server 2003

Read this chapter if you are installing on the Windows Server 2003 operating system. This chapter provides pre-requisite information and full steps for installing Windows SharePoint Services 3.0 to a stand-alone server or to a simple server farm on Windows Server 2003.

Chapter 2 — Install on Windows Server 2008

Read this chapter if you are installing on the Windows Server 2008 operating system. This chapter provides pre-requisite information and full steps for installing Windows SharePoint Services 3.0, Service Pack 1 (SP1) to a stand-alone server or to a simple server farm on Windows Server 2008. You must install Windows SharePoint Services 3.0, SP1 or later if you are using the Windows Server 2008 operating system.

Chapter 3 — Configure Windows SharePoint Services

Provides steps to configure settings for e-mail integration, workflows, diagnostic logging, and antivirus protection.

Chapter 4 — Install from the command line

Provides reference information for the Setup.exe, PSconfig.exe, and Config.xml tools you can use to install Windows SharePoint Services 3.0 from the command line.

The content in this book is a copy of selected content in the Windows SharePoint Services technical library (http://go.microsoft.com/fwlink/?LinkId=81199) as of the date above. For the most current content, see the technical library on the Web.

The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.

This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.

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© 2007 Microsoft Corporation. All rights reserved.

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Contents

Roadmap to Windows SharePoint Services 3.0 content 7

Windows SharePoint Services3.0 content by audience 7

Windows SharePoint Services3.0 IT professional content by stage of the IT life cycle 8

Evaluate 8

Plan 9

Deploy 10

Operate 12

Security and Protection 12

Technical Reference 13

Solutions 13

I. Install on Windows Server 2003 15

Install Windows SharePoint Services 3.0 on a stand-alone computer 16

Hardware and software requirements 17

Configure the server as a Web server 17

Install and configure IIS 17

Install the Microsoft .NET Framework version 3.0 18

Enable ASP.NET 2.0 18

Install and configure Windows SharePoint Services 3.0 with Windows Internal Database 18

Post-installation steps 20

Deploy in a simple server farm (Windows SharePoint Services) 22

Deployment overview 22

Deploying Windows SharePoint Services 3.0 in a DBA environment 23

Suggested topologies 23

Before you begin deployment 23

Overview of the deployment process 24

Phase 1: Deploy and configure the server infrastructure 24

Phase 2: Deploy and configure SharePoint site collections and sites 24

Deploy and configure the server infrastructure 24

Prepare the database server 24

SQL Server and database collation 25

Required accounts 25

Verify that servers meet hardware and software requirements 25

Install and configure IIS 26

Install the Microsoft .NET Framework version 3.0 26

Enable ASP.NET 2.0 27

Run Setup on all servers in the farm 27

Run Setup on the first server 27

Run the SharePoint Products and Technologies Configuration Wizard 28

Add servers to the farm 31

Run the SharePoint Products and Technologies Configuration Wizard on additional servers 31

Start the Windows SharePoint Services Search service 32

Perform additional configuration tasks 33

Create a site collection and a SharePoint site 34

Configure the trace log 38

II. Install on Windows Server 2008 40

Install a stand-alone server on Windows Server 2008 (Windows SharePoint Services) 41

Hardware and software requirements 42

Install Microsoft .NET Framework version 3.0 42

Install and configure Windows SharePoint Services 3.0 with Service Pack 1 42

Post-installation steps 44

Configure the trace log 45

Configure Windows Server Backup 46

Deploy a simple farm on the Windows Server 2008 operating system (Windows SharePoint Services) 48

Deployment overview 48

Deploying Windows SharePoint Services 3.0 in a DBA environment 49

Suggested topologies 49

Before you begin deployment 49

Overview of the deployment process 50

Phase 1: Deploy and configure the server infrastructure 50

Phase 2: Deploy and configure SharePoint site collections and sites 50

Deploy and configure the server infrastructure 50

Prepare the database server 50

SQL Server and database collation 51

Required accounts 51

Verify that servers meet hardware and software requirements 51

Install Microsoft .NET Framework version 3.0 52

Run Setup on all servers in the farm 52

Run Setup on the first server 53

Run the SharePoint Products and Technologies Configuration Wizard 54

Add servers to the farm 56

Run the SharePoint Products and Technologies Configuration Wizard on additional servers 57

Start the Windows SharePoint Services Search service 58

Perform additional configuration tasks 58

Create a site collection and a SharePoint site 59

Configure the trace log 63

Configure Windows Server Backup 64

III. Configure Windows SharePoint Services 66

Configure incoming e-mail settings (Windows SharePoint Services) 67

Install and configure the SMTP service 68

Start the Windows SharePoint Services Web Application service 68

Install the SMTP service 68

Configure the SMTP service 69

Add an SMTP connector in Exchange Server 70

Configure Active Directory 70

Configure permissions to the e-mail drop folder 72

Configure e-mail drop folder permissions for the logon account for the Windows SharePoint Services Timer service 72

Configure e-mail drop folder permissions for the application pool account for a Web application 73

Configure DNS Manager 74

Configure attachments from Outlook 2003 74

Configure incoming e-mail settings 75

Configuring incoming e-mail on SharePoint sites 77

Configure outgoing e-mail settings (Windows SharePoint Services) 78

Install and configure the SMTP service 78

Install the SMTP service 78

Configure the SMTP service 79

Configure outgoing e-mail settings 80

Configure workflow settings (Windows SharePoint Services) 81

Configuring workflow settings 81

Configure diagnostic logging settings (Windows SharePoint Services) 83

Customer Experience Improvement Program 83

Error reports 83

Event throttling 84

Configuring diagnostic logging settings 85

Configure anti-virus settings (Windows SharePoint Services) 87

Administrative credentials 87

IV. Install from the command line 88

Setup.exe command-line reference (Windows SharePoint Services) 89

How to use a setup.exe command-line switch 89

Available switches and parameters 89

Command-line reference for the SharePoint Products and Technologies Configuration Wizard (Windows SharePoint Services) 93

How to use psconfig.exe commands 93

Available commands and parameters 94

Config.xml reference (Windows SharePoint Services) 103

Customizing Config.xml 103

Config.xml Element Quick Reference 104

How It Works 104

Config.xml File Format 105

Config.xml Element Reference 106

Configuration Element 106

Syntax 106

Attributes 107

Remarks 107

Example 107

ARP Element 107

Syntax 107

Attributes 107

Command Element 108

Syntax 109

Attributes 109

Remarks 111

Example 111

DATADIR Element 111

Syntax 111

Attributes 111

Remarks 111

Example 111

Display Element 111

Syntax 112

Attributes 112

Remarks 113

Example 113

Logging Element 114

Syntax 114

Attributes 114

Remarks 115

Example 115

Package Element 115

Setting Element 115

Syntax 115

Attributes 115

Values 115

Remarks 115

Example 115

Roadmap to Windows SharePoint Services 3.0 content

In this article:

· Windows SharePoint Services 3.0 content by audience

· Windows SharePoint Services 3.0 IT professional content by stage of the IT life cycle

Windows SharePoint Services3.0 content by audience

Each audience for Windows SharePoint Services 3.0 can go to a specific Web site for content that is tailored to that audience. The following table lists the audiences and provides links to the content for each audience.

Information Workers / IT Professionals / Developers /
Content available on
Office Online / Content available on:
TechNet / Content available on:
MSDN
· Home page— a central portal for Information Worker resources (http://go.microsoft.com/fwlink/?LinkId=88898&clcid=0x409)
· Help and How-to— an index for Information Worker content (http://go.microsoft.com/fwlink/?LinkId=88899&clcid=0x409) / · TechCenter— a central portal for IT professional resources (http://go.microsoft.com/fwlink/?LinkID=73953&clcid=0x409)
· Technical Library— an index for IT professional content (http://go.microsoft.com/fwlink/?LinkId=88902&clcid=0x409)
· Newly published content— an article that lists new or updated content in the Technical Library (http://go.microsoft.com/fwlink/?LinkId=88906&clcid=0x409)
· Downloadable books— an article that lists the books available for download (http://go.microsoft.com/fwlink/?LinkId=88907&clcid=0x409) / · Developer Center— a central portal for Developer resources (http://go.microsoft.com/fwlink/?LinkId=88910&clcid=0x409)
· MSDN Library— an index for Developer content (http://go.microsoft.com/fwlink/?LinkID=86923&clcid=0x409)

Additionally, there is information for all users of SharePoint Products and Technologies at the community and blog sites listed in the following table.

Community content and blogs /
· SharePoint Products and Technologies community portal— a central place for community information (blogs, newsgroups, etc.) about SharePoint Products and Technologies (http://go.microsoft.com/fwlink/?LinkId=88915&clcid=0x409)
· SharePoint Products and Technologies team blog— a group blog from the teams who develop the SharePoint Products and Technologies (http://go.microsoft.com/fwlink/?LinkId=88916&clcid=0x409)
· Support Center for Microsoft Windows SharePoint Services3.0— a central place for issues and solutions from Microsoft Help and Support (http://go.microsoft.com/fwlink/?LinkId=89561&clcid=0x409)

Windows SharePoint Services3.0 IT professional content by stage of the IT life cycle

IT Professional content for Windows SharePoint Services 3.0 includes content appropriate for each stage of the IT life cycle— evaluate, plan, deploy, and operate— plus technical reference content. The following sections describe each stage in the IT life cycle and list the content available to assist IT professionals during that stage. The most up-to-date content is always available on the TechNet Web site.

We also offer downloadable books that cover each stage of the IT life cycle, plus books that cover all stages of the life cycle for a specific solution. For an updated list, see Downloadable books for Windows SharePoint Services (http://go.microsoft.com/fwlink/?LinkId=88907&clcid=0x409).

Evaluate

During the evaluation stage, IT professionals (including decision makers, solution architects, and system architects) focus on understanding a new technology and evaluate how it can help them address their business needs. The following table lists resources that are available to help you evaluate Windows SharePoint Services 3.0.

Content / Description / Links /
Online content / Includes the most up-to-date content. The Technical Library on TechNet is continually refreshed with new and updated content. / Evaluation for Windows SharePoint Services 3.0 technology (http://go.microsoft.com/fwlink/?LinkID=88902&clcid=0x409)
Evaluation Guide / Provides an overview, information about what's new, and conceptual information for understanding Windows SharePoint Services 3.0. / Windows SharePoint Services 3.0 Evaluation Guide (http://go.microsoft.com/fwlink/?LinkId=86962&clcid=0x409)

Plan

During the planning stage, IT professionals have different needs depending on their role within an organization. If you are focused on designing a solution, including determining the structure, capabilities, and information architecture for a site, you might want information that helps you to determine which capabilities of Windows SharePoint Services 3.0 you want to take advantage of, and that helps you to plan for those capabilities and to tailor the solution to your organization's needs. On the other hand, if you are focused on the hardware and network environment for your solution, you might want information that helps you to structure the server topology, plan authentication methods, and understand system requirements for Windows SharePoint Services 3.0. We have planning content, including worksheets, to address both of these needs.

The following table lists resources that are available to help you plan for using Windows SharePoint Services 3.0.

Content / Description / Links /
Online content / Includes the most up-to-date content. The Technical Library on TechNet is continually refreshed with new and updated content. / Planning and architecture for Windows SharePoint Services 3.0 (http://go.microsoft.com/fwlink/?LinkId=88954&clcid=0x409)
Planning Guide, Part 1 / Provides in-depth planning information for application administrators who are designing a solution based on Windows SharePoint Services 3.0. / Planning and architecture for Windows SharePoint Services, part 1 (http://go.microsoft.com/fwlink/?LinkId=79600)
Planning Guide, Part 2 / Provides in-depth planning information for IT professionals who are designing the environment to host a solution based on Windows SharePoint Services 3.0. / Planning and architecture for Windows SharePoint Services, part 2 (http://go.microsoft.com/fwlink/?LinkId=85553)

Deploy

During the deployment stage, you configure your environment, install Windows SharePoint Services 3.0, and then start creating SharePoint sites. Depending on your environment and your solution, you may have several configuration steps to perform for your servers, for your Shared Services Providers, and for your sites. Additionally, you may have templates, features, or other custom elements to deploy into your environment.