Getting started with Microsoft SharePoint Foundation 2010

  1. Run the Microsoft SharePoint Products Preparation Tool, which installs all required prerequisites to use SharePoint Foundation 2010.
  2. Run Setup, which installs binaries, configures security permissions, and sets registry settings for Microsoft SharePoint Foundation.
  3. Run SharePoint Products Configuration Wizard, which installs and configures the configuration database, the content database, and installs the SharePoint Central Administration Web site.
  4. Configure browser settings.
  5. Run the Farm Configuration Wizard, which configures the farm, creates the first site collection, and selects the services that you want to use in the farm.
  6. Perform post-installation steps.

 


Important:

To complete the following procedures, you must be a member of the Administrators group on the local computer.

 

Run the Microsoft SharePoint Products Preparation Tool

Use the following procedure to install software prerequisites for SharePoint Foundation 2010.

To run the Microsoft SharePoint Products Preparation Tool

  1. Insert your SharePoint Foundation 2010 installation disc.
  2. On the SharePoint Foundation 2010 Start page, click Install software prerequisites.


Note:

Because the preparation tool downloads components from the Microsoft Download Center, you must have Internet access on the computer on which you are installing Microsoft SharePoint Foundation.

  1. On the Welcome to the Microsoft SharePoint Products Preparation Tool page, click Next.
  2. On the License Terms for software product page, review the terms, select the I accept the terms of the License Agreement(s) check box, and then click Next.
  3. On the Installation Complete page, click Finish.

 

Run Setup

The following procedure installs binaries, configures security permissions, and sets registry settings for SharePoint Foundation 2010.

To run Setup

  1. On the SharePoint Foundation 2010 Start page, click Install SharePoint Foundation.
  2. On the Read the Microsoft Software License Terms page, review the terms, select the I accept the terms of this agreement check box, and then click Continue.
  3. On the Choose the installation you want page, click Server farm.
  4. On the Server Type tab, click Complete.
  5. Optional: To install SharePoint Foundation 2010 at a custom location, click the Data Location tab, and then either type the location or click Browse to find the location.
  6. Click Install Now.
  7. When Setup finishes, click Close.

 


Note:

If Setup fails, check the TEMP folder of the user who ran Setup. Ensure that you are logged in as the user who ran Setup, and then type %temp% in the location bar in Windows Explorer. If the path %temp% resolves to a location that ends in a “1” or “2”, you will need to navigate up one level to view the log files. The log file name is Microsoft SharePoint Foundation 2010 Setup (<timestamp>).

 


Tip:

To access the SharePoint Products Configuration Wizard, click Start, point to All Programs, and then click Microsoft SharePoint 2010 Products. If the User Account Control dialog box appears, click Continue.

 

Run the SharePoint Products Configuration Wizard

The following procedure installs and configures the configuration database, the content database, and installs the SharePoint Central Administration Web site.

To run the SharePoint Products Configuration Wizard

  1. On the Welcome to SharePoint Products page, click Next.
  2. In the dialog box that notifies you that some services might need to be restarted during configuration, click Yes.
  3. On the Connect to a server farm page, click Create a new server farm, and then click Next.
  4. On the Specify Configuration Database Settings page, do the following:
    1. In the Database server box, type the name of the computer that is running SQL Server.
    2. In the Database name box, type a name for your configuration database, or use the default database name. The default name is SharePoint_Config.
    3. In the Username box, type the user name of the server farm account. Ensure that you type the user name in the format DOMAIN\user name.


Important:

The server farm account is used to create and access your configuration database. It also acts as the application pool identity account for the SharePoint Central Administration application pool, and it is the account under which the Microsoft SharePoint Foundation Workflow Timer service runs. The SharePoint Products Configuration Wizard adds this account to the SQL Server Login accounts, the SQL Server dbcreator server role, and the SQL Server securityadmin server role. The user account that you specify as the service account must be a domain user account, but it does not need to be a member of any specific security group on your front-end Web servers or your database servers. We recommend that you follow the principle of least privilege and specify a user account that is not a member of the Administrators group on your front-end Web servers or your database servers.

  1. In the Password box, type the user password.
  1. Click Next.
  2. On the Specify Farm Security Settings page, type a passphrase, and then click Next.

    Ensure that the passphrase meets the following criteria:

  • Contains at least eight characters
  • Contains at least three of the following four character groups:
    • English uppercase characters (from A through Z)
    • English lowercase characters (from a through z)
    • Numerals (from 0 through 9)
    • Nonalphabetic characters (such as !, $, #, %)


Note:

Although a passphrase is similar to a password, it is usually longer to enhance security. It is used to encrypt credentials of accounts that are registered in Microsoft SharePoint Foundation; for example, the Microsoft SharePoint Foundation system account that you provide when you run the SharePoint Products Configuration Wizard. Ensure that you remember the passphrase, because you must use it each time you add a server to the farm.

  1. On the Configure SharePoint Central Administration Web Application page, do the following:
    1. Either select the Specify port number check box and type the port number you want the SharePoint Central Administration Web application to use, or leave the Specify port number check box cleared if you want to use the default port number.
    2. Click either NTLM or Negotiate (Kerberos).
  2. Click Next.
  3. On the Completing the SharePoint Products Configuration Wizard page, review your configuration settings to verify that they are correct, and then click Next.


Note:

If you want to automatically create unique accounts for users in Active Directory Domain Services (AD DS), click Advanced Settings, and enable Active Directory account creation.

  1. On the Configuration Successful page, click Finish.


Note:

If the SharePoint Products Configuration Wizard fails, check the PSCDiagnostics log files, which are located on the drive on which SharePoint Foundation is installed, in the %COMMONPROGRAMFILES%\Microsoft Shared\Web Server Extensions\14\LOGS folder.


Note:

If you are prompted for your user name and password, you might need to add the SharePoint Central Administration Web site to the list of trusted sites and configure user authentication settings in Internet Explorer. You might also want to disable the Internet Explorer Enhanced Security settings. Instructions for how to configure or disable these settings are provided in the following section.


Note:

If you see a proxy server error message, you might need to configure your proxy server settings so that local addresses bypass the proxy server. Instructions for configuring proxy server settings are provided later in the following section.

 

Configure browser settings

After you run the SharePoint Products Configuration Wizard, you should ensure that SharePoint Foundation 2010 works properly for local administrators in your environment by configuring additional settings in Internet Explorer.

 


Note:

If local administrators are not using Internet Explorer, you might need to configure additional settings. For information about supported browsers, see Plan browser support (SharePoint Foundation 2010).

 

If you are prompted for your user name and password, perform the following procedures:

  • Add the SharePoint Central Administration Web site to the list of trusted sites
  • Disable Internet Explorer Enhanced Security settings

If you receive a proxy server error message, perform the following procedure:

  • Configure proxy server settings to bypass the proxy server for local addresses

For more information, see Getting Started with IEAK 8 (http://go.microsoft.com/fwlink/?LinkId=151359&clcid=0x409).

 

To add the SharePoint Central Administration Web site to the list of trusted sites

  1. In Internet Explorer, on the Tools menu, click Internet Options.
  2. On the Security tab, in the Select a zone to view or change security settings area, click Trusted Sites, and then click Sites.
  3. Clear the Require server verification (https:) for all sites in this zone check box.
  4. In the Add this Web site to the zone box, type the URL to your site, and then click Add.
  5. Click Close to close the Trusted Sites dialog box.
  6. Click OK to close the Internet Options dialog box.

 

To disable Internet Explorer Enhanced Security settings

  1. Click Start, point to All Programs, point to Administrative Tools, and then click Server Manager.
  2. In Server Manager, select the root of Server Manager.
  3. In the Security Information section, click Configure IE ESC.

    The Internet Explorer Enhanced Security Configuration dialog box opens.

  4. In the Administrators section, click Off to disable the Internet Explorer Enhanced Security settings, and then click OK.

 

To configure proxy server settings to bypass the proxy server for local addresses

  1. In Internet Explorer, on the Tools menu, click Internet Options.
  2. On the Connections tab, in the Local Area Network (LAN) settings area, click LAN Settings.
  3. In the Automatic configuration area, clear the Automatically detect settings check box.
  4. In the Proxy Server area, select the Use a proxy server for your LAN check box.
  5. Type the address of the proxy server in the Address box.
  6. Type the port number of the proxy server in the Port box.
  7. Select the Bypass proxy server for local addresses check box.
  8. Click OK to close the Local Area Network (LAN) Settings dialog box.
  9. Click OK to close the Internet Options dialog box.

 

Run the Farm Configuration Wizard

You have now completed Setup and the initial configuration of SharePoint Foundation 2010. You have created the SharePoint Central Administration Web site.

You can now create your farm and sites, and you can select services by using the Farm Configuration Wizard.

To run the Farm Configuration Wizard

  1. On the SharePoint Central Administration Web site, on the Configuration Wizards page, click Launch the Farm Configuration Wizard.
  2. On the Help Make SharePoint Better page, click one of the following options, and then click OK:
  • Yes, I am willing to participate (Recommended.)
  • No, I don’t want to participate.
  1. On the Configure your SharePoint farm page, click Walk me through the settings using this wizard, and then click Next.
  2. In the Service Account section, click a service account that you want to use to configure your services.


Note:

For security reasons, we recommend that you use a different account from the farm administrator account to configure services in the farm.

If you decide to use an existing managed account — that is, an account that SharePoint Foundation is aware of — ensure that you click that option before you continue.

  1. Select the services that you want to use in the farm, and then click Next.
  1. On the Create Site Collection page, do the following:
    1. In the Title and Description section, in the Title box, type the name of your new site.
    2. Optional: In the Description box, type a description of what the site contains.
    3. In the Web Site Address section, select a URL path for the site.
    4. In the Template Selection section, in the Select a template list, select the template that you want to use for the top-level site in the site collection.


Note:

To view a template or a description of a template, click any template in the Select a template list.

  1. Click OK.
  2. On the Configure your SharePoint farm page, review the summary of the farm configuration, and then click Finish.
  1. Run the Microsoft SharePoint Products Preparation Tool, which installs all prerequisites to use SharePoint Foundation 2010.
  2. Run Setup, which installs SQL Server 2008 Express and the SharePoint product.
  3. Run SharePoint Products Configuration Wizard, which installs the SharePoint Central Administration Web site and creates your first SharePoint site collection.
  4. Configure browser settings.
  5. Perform post-installation steps.


Important:

To complete the following procedures, you must be a member of the Administrators group on the local computer.

 

Run the Microsoft SharePoint Products Preparation Tool

Use the following procedure to install software prerequisites for SharePoint Foundation 2010.

To run the Microsoft SharePoint Products Preparation Tool

  1. Insert your SharePoint Foundation 2010 installation disc.
  2. On the SharePoint Foundation 2010 Start page, click Install software prerequisites.


Note:

Because the preparation tool downloads components from the Microsoft Download Center, you must have Internet access on the computer on which you are installing SharePoint Foundation.

  1. On the Welcome to the Microsoft SharePoint Products Preparation Tool page, click Next.
  2. On the Installation Complete page, click Finish.

Run Setup

The following procedure installs SQL Server 2008 Express and the SharePoint product. At the end of Setup, you can choose to start the SharePoint Products Configuration Wizard, which is described later in this section.

To run Setup

  1. On the SharePoint Foundation 2010 Start page, click Install SharePoint Foundation.
  2. On the Read the Microsoft Software License Terms page, review the terms, select the I accept the terms of this agreement check box, and then click Continue.
  3. On the Choose the installation you want page, click Standalone.
  4. When Setup finishes, a dialog box prompts you to complete the configuration of your server. Ensure that the Run the SharePoint Products Configuration Wizard now check box is selected.
  5. Click Close to start the configuration wizard.

 


Note:

If Setup fails, check the TEMP folder of the user who ran Setup. Ensure that you are logged in as the user who ran Setup, and then type %temp% in the location bar in Windows Explorer. If the path %temp% resolves to a location that ends in a “1” or “2”, you will need to navigate up one level to view the log files. The log file name is Microsoft SharePoint Foundation 2010 Setup (<timestamp>).

 


Tip:

To access the SharePoint Products Configuration Wizard, click Start, point to All Programs, and then click Microsoft SharePoint 2010 Products. If the User Account Control dialog box appears, click Continue.

 

Run the SharePoint Products Configuration Wizard

The following procedure installs and configures the configuration database, the content database, and installs the SharePoint Central Administration Web site. It also creates your first SharePoint site collection.

To run the SharePoint Products Configuration Wizard

  1. On the Welcome to SharePoint Products page, click Next.
  2. In the dialog box that notifies you that some services might need to be restarted during configuration, click Yes.
  3. On the Configuration Successful page, click Finish.


Note:

If the SharePoint Products Configuration Wizard fails, check the PSCDiagnostics log files, which are located on the drive on which SharePoint Foundation is installed, in the %COMMONPROGRAMFILES%\Microsoft Shared\Web Server Extensions\14\LOGS folder.


Note:

If you are prompted for your user name and password, you might need to add the SharePoint Central Administration Web site to the list of trusted sites and configure user authentication settings in Internet Explorer. You might also want to disable the Internet Explorer Enhanced Security settings. Instructions for how to configure or disable these settings are provided in the following section.


Note:

If you see a proxy server error message, you might need to configure your proxy server settings so that local addresses bypass the proxy server. Instructions for configuring proxy server settings are provided later in the following section.

 

Configure browser settings

After you run the SharePoint Products Configuration Wizard, you should ensure that SharePoint Foundation works properly for local administrators in your environment by configuring additional settings in Internet Explorer.

 


Note:

If local administrators are not using Internet Explorer, you might need to configure additional settings. For information about supported browsers, see Plan browser support (SharePoint Foundation 2010).

 

If you are prompted for your user name and password, perform the following procedures:

  • Add the SharePoint Central Administration Web site to the list of trusted sites
  • Disable Internet Explorer Enhanced Security settings

If you receive a proxy server error message, perform the following procedure:

  • Configure proxy server settings to bypass the proxy server for local addresses

For more information, see Getting Started with IEAK 8 (http://go.microsoft.com/fwlink/?LinkId=151359&clcid=0x409).

 

To add the SharePoint Central Administration Web site to the list of trusted sites

  1. In Internet Explorer, on the Tools menu, click Internet Options.
  2. On the Security tab, in the Select a zone to view or change security settings area, click Trusted Sites, and then click Sites.
  3. Clear the Require server verification (https:) for all sites in this zone check box.
  4. In the Add this Web site to the zone box, type the URL to your site, and then click Add.
  5. Click Close to close the Trusted Sites dialog box.
  6. Click OK to close the Internet Options dialog box.

    If you are using a proxy server in your organization, use the following steps to configure Internet Explorer to bypass the proxy server for local addresses.

 

To disable Internet Explorer Enhanced Security settings

  1. Click Start, point to All Programs, point to Administrative Tools, and then click Server Manager.
  2. In Server Manager, select the root of Server Manager.
  3. In the Security Information section, click Configure IE ESC.

    The Internet Explorer Enhanced Security Configuration dialog box opens.

  4. In the Administrators section, click Off to disable the Internet Explorer Enhanced Security settings, and then click OK.

 

To configure proxy server settings to bypass the proxy server for local addresses

  1. In Internet Explorer, on the Tools menu, click Internet Options.
  2. On the Connections tab, in the Local Area Network (LAN) settings area, click LAN Settings.
  3. In the Automatic configuration area, clear the Automatically detect settings check box.
  4. In the Proxy Server area, select the Use a proxy server for your LAN check box.
  5. Type the address of the proxy server in the Address box.
  6. Type the port number of the proxy server in the Port box.
  7. Select the Bypass proxy server for local addresses check box.
  8. Click OK to close the Local Area Network (LAN) Settings dialog box.
  9. Click OK to close the Internet Options dialog box.

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