Run 2007 Office SharePoint Server Setup

1. Run Officeserver.exe, on one of your Web server computers.

2. On the Enter your Product Key page, enter your product key and click Continue.
3. 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.

4. On the Choose the installation you want page, click Advanced.

 

5. On the Server Type tab, do one of the following:

If you are setting up a computer that will act as an application server, or a Web server and an
application server, click Complete, and then click Install Now.
 
If you are setting up a computer that will act as a Web server only, click Web Front End, and then
clickInstall Now.
 
 

6. When Setup finishes, a dialog box appears telling you that you must complete the configuration
of your server. Make sure that the Run the SharePoint Products and Technologies
Configuration Wizard now check box is selected.

6. Click Close to start the configuration wizard. Instructions for completing the wizard are
provided in the next set of steps.

Run the SharePoint Products and Technologies Configuration Wizard

After Setup finishes, you can use the SharePoint Products and Technologies Configuration Wizard to
configure Office SharePoint Server 2007. The SharePoint Products and Technologies Configuration
Wizard automates several configuration tasks, including: installing and configuring the configuration
database, installing Office SharePoint Server 2007 services, and installing SharePoint Central
Administration. Use the following instructions to run the SharePoint Products and Technologies
Configuration Wizard.

1. On the Welcome to SharePoint Products and Technologies page, click Next.

 

2. Click Yes in the warning dialog box that appears notifying you that some services might need to
be restarted during configuration.

2. On the Connect to a server farm page, do one of the following:

If this is the first front-end server that you are configuring in your server farm, click No, I want to
create a new server farm, and then click Next.
 
If you have already configured your first server in your server farm, click Yes, I want to connect to an
existing server farm, and then click Next.
 
 

4. On the Specify Configuration Database Settings dialog box, in Database server, type the

name of the computer that is running SQL Server.

4. Do one of the following:

If this is the first server that you are configuring in your server farm, type a name for your configuration
database in Database name, or use the default database name.
 
If you have already configured the first server in your server farm, click Retrieve Database Names,
and in Database name click the database name that you created when you configured the first server
in your server farm. The default name is SharePoint_Config.
 
 

6. In User name , type the user name of the account used to connect to the computer running
SQL Server (be sure to type the user name in the format DOMAIN\username).

Important: This account is the Office SharePoint Server 2007 service account under which several
Office SharePoint Server 2007 services run. The user account that you specify as the Office SharePoint
Server 2007 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 servers or your back-end database servers. However, the
user account that you specify must be a member of the following two SQL Server security roles on your
back-end database servers: Database Creator and Security Administrator. It is recommended that you
follow the principle of least privilege and specify a user account that is not a member of the
Administrators group as your Office SharePoint Server 2007 service account.

7. In Password, type the user's password, and click Next.

7. Skip the next step if you have already configured first server in your server farm.

7. On the Configure SharePoint Central Administration Web Application page, select the Specify
port number check box and type a port number if you want the SharePoint Central
Administration Web application to use a specific port, or leave the Specify port number check
box unchecked if you do not care which port number the SharePoint Central Administration Web
application
 uses. 

 
 

10. On the Configure SharePoint Central Administration Web Application dialog box, select

NTLM authentication (the default), click Next.

10. On the Completing the SharePoint Products and Technologies Wizard page, click Next.

10. On the Configuration Successful page, click Finish.

The SharePoint Central Administration Web page opens.

 
Notes

 If you are prompted for your user name and password, you might need to add the SharePoint
Central Administration site to the list of trusted sites and configure user authentication settings
in Internet Explorer. Instructions for configuring these settings are provided in the next set of
steps.
 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 this setting
are provided later in this section.
Add the SharePoint Central Administration 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 Web content zone to specify its security
settings box, clickTrusted 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 for the SharePoint Central
Administration site, and then click Add.
5. Select the Require server verification (https:) for all sites in this zone check box.
6. Click Close to close the Trusted Sites dialog box.
7. Click OK to close the Internet Options dialog box.

Configure user authentication settings for trusted sites

1. In Internet Explorer, on the Tools menu, click Internet Options.

2. On the Security tab, in the Select a Web content zone to specify its security
settings box, clickTrusted sites, and then click Custom Level.
3. In the Settings list box, under User Authentication, click Automatic logon with current
username and password.
4. Click OK twice.

Note: If you do not want to add the SharePoint Central Administration site to the list of trusted sites,
but you do not want to be prompted for your user name and password every time you access the
SharePoint Central Administration site, you can instead add the SharePoint Central Administration site to
the Local intranet zone. If you do this, you must enable the Automatic logon only in Intranet zone user
authentication setting instead of the Automatic logon with current username and password user
authentication setting
 
Configure 2007 Office SharePoint Server services
After you have installed and configured Office SharePoint Server 2007 on all of your front-end servers,
you must configure Office SharePoint Server 2007 services. The services you need to configure depends
on your server topology and the server roles you deploy. Use the following guidelines to determine
which services you need to configure in your server farm.

 Search and indexing servers You must start and configure the Office SharePoint Server
Search service on at least one of your front-end servers. This service provides search and
indexing services. You can start and configure this service on any type of server, including a
server that is acting as an application server and provides only Office SharePoint Server 2007
services, a server that is acting as both an application server and a Web server and provides
both Office SharePoint Server 2007 services and Web services, or a server that is acting as a
Web server and provides only Web services.
 Web servers The Web server role is implemented by IIS and the Windows SharePoint Services
Web Application service. The Windows SharePoint Services Web Application service must be
running on any server that acts as a Web server and renders Web content. This service is
started by default on servers that you set up using the Web Front End option during Setup. If
you set up a server using the Completeoption during Setup, and you want that server to act as
a Web server and render Web content, then you must start the Windows SharePoint Services
Web Application service on that server.
 

In addition to configuring services on your front-end servers, you must create the Shared Services
Provider (SSP). The SSP makes it possible to share the Office SharePoint Server 2007 services across
your server farm. You must create the SSP before you can use it in a farm environment; Office
SharePoint Server 2007 does not create the SSP by default in a farm environment.
 
The following procedures step you through the process of configuring Office SharePoint Server 2007
services, creating a Web application for the SSP, creating the SSP, and configuring indexing settings.
 
Start and configure the Search service

1. On the SharePoint Central Administration home page, click the Operations tab on the top
navigation bar.
2. On the Operations page, in Topology and Services, click Servers in farm.
3. On the Servers in Farm page, click the server on which you want to configure the search
service.
4. Click Start next to Office SharePoint Server Search.
5. On the Office SharePoint Server Search Settings page, in the Query and Indexing section,
make sure that the Use this server for indexing content and Use this server for serving
search queriescheck boxes are selected.
6. In the Default Catalog Location section, type a path to a physical folder to store the index
files, or use the default location that is specified.
7. In the Contact E-Mail Address section, specify a valid e-mail address.
8. In the Service Account section, click Configurable, and in User name and Password, type the
user name and password for the user account under which you want the Search service to run.
The user account must be a member of the Administrators group on the computer that is
running the Search service. If you want to use the principle of least privilege and select a unique
user account that does not have administrative rights on your front-end servers or on your
back-end database servers, see the Known Issues/Readme for Office SharePoint Server 2007
Beta 2. The user name must be in the format DOMAIN\username.
9. In the Web Front End And Crawling section, do one of the following:

o If you are configuring the search service on a server that provides Web services and
renders Web content, click No dedicated Web front-end computer for crawling
o If you are configuring the search service on a server that is a standalone search server
that does not provide Web services and render Web content, click Use a dedicated
web front end computer for crawling, and then, in Select a web front end
computer, click the computer you want to use for crawling.

10. Click Start.

Start the Windows SharePoint Services Web Application service

You must start the Windows SharePoint Services Web Application service on every computer that you
want to act as a Web server and was set up using the Complete option during Setup. This service is
started by default on servers that were set up using the Web Front End option. To enhance security,
you can leave this service turned off on application servers that do not provide Web content to client
computers. Also, you do not need to turn this service on to use SharePoint Central Administration on a
server.

1. On the SharePoint Central Administration home page, click the Operations tab on the top
navigation bar.
2. On the Operations page, in Topology and Services, click Servers in farm.
3. On the Servers in Farm page, click the server on which you want to start the Windows
SharePoint Services Web Application service.
4. Click Start next to Window SharePoint Services Web Application.

Create the Shared Services Provider

1. On the SharePoint Central Administration home page, click the Application Management tab

on the top navigation bar.
2. On the Application Management page, in the Office SharePoint Server Shared
Services section, clickCreate or configure this farm's shared services.
3. On the Manage this Farm's Shared Services page, click New SSP.
Important: If you have not created a Web application for the SSP administration site, you need to
create one before you create the SSP. If you have already created a Web application for the SSP
administration site, skip to step 14.

4. On the New Shared Services Provider page, click Create a new Web application.

4. On the Create New Web Application page, in the IIS Web Site section, click Create a new IIS
web site, and do not modify the default settings in this section.

4. In the Security Configuration section, under Authentication provider, select the

appropriate option for your environment, and do not modify the default settings in the
remainder of this section.

4. In the Load Balanced URL section, do not modify the default settings.

4. In the Application Pool section, click Create new application pool.

4. In Application pool name, enter the name of your application pool or use the default name.

4. Click Configurable, and in User name and Password, type the user name and password for
the user account under which you want the application pool to run. The user account does not
have to be a member of any particular security group. It is recommended that you use the
principle of least privilege and select a unique user account that does not have administrative
rights on your front-end servers or on your back-end database servers. You can use the user
account that you specified as the Office SharePoint Server 2007 service account; however, if
that user account is a member of a security group that has administrative rights on your front-
end servers or your back-end database servers, you will not be following the principle of least
privilege. The user name must be in the format DOMAIN\username.

4. In the Database Name and Authentication section, verify the database information and

make sure thatWindows Authentication (recommended)is selected.

4. In the Search Server section, do not modify the default settings.

4. Click OK. Upon successful creation of the Web application, the New Shared Services Provider
page appears.

4. In the SSP Name section, in Web Application, select the Web application that you created for
the SSP, and do not modify any of the default settings in this section.

4. In the My Site Location section, do not modify any of the default settings.

4. In the SSP Service Credentials section, in User name and Password, type the user name

and password for the user account under which you want the SSP to run. The user account does
not have to be a member of any particular security group. It is recommended that you use the
principle of least privilege and select a unique user account that does not have administrative
rights on your front-end servers or on your back-end database servers. You can use the user
account that you specified as the Office SharePoint Server 2007 service account; however, if
that user account is a member of a security group that has administrative rights on your front-
end servers or your back-end database servers, you will not be following the principle of least
privilege. The user name must be in the format DOMAIN\username.

4. In the SSP Database section, you can either accept the default settings (recommended), or
specify your own settings for the database server, the database name, or the SQL
authentication credentials.
 4. In the Search Database section, you can either accept the default settings (recommended), or
specify your own settings for the search database server, the database name, or the SQL Server
authentication credentials.

4. In the Index Server section, in Index Server, click the server on which you configured the
Search service.

Note: If there is no index server listed in the Index Server section, then no server in your farm has
been assigned the index server role. To assign the index server role to a server in your farm, follow the
instructions in the "Configure the Search service" section earlier in this topic.

20. In the SSL for Web Services section, click No.

20. Click OK. Upon successful creation of the SSP, the Success page appears.

20. On the Success page, click OK to return to the Manage this Farm's Core Services page.

Configure indexing settings

1. On the SharePoint Central Administration home page, click the Application Management tab

on the navigation bar.
2. On the Application Management page, in the Office SharePoint Server Shared
Services section, clickCreate or configure this farm's shared services.
3. On the Manage this Farm's Shared Services page, click SharedServices1.
4. On the Shared Services Administration page, in Search, click Search Settings.
5. On the Configure Search Settings page, in the Crawl Settings section, click Default content
access account.
6. In the Default content access account section, in Account, Password, and Confirm
Password, type the user name and password for the user account that you want to use to
crawl content on your sites. This account must be a domain user account. It is recommended
that you use the principle of least privilege and select a unique user account that cannot modify
content and does not have administrative rights on your front-end servers or on your back-end
database servers. You can use the user account that you specified as the Office SharePoint
Server 2007 service account; however, if that user account is a member of a security group that
has administrative rights on your front-end servers or your back-end database servers, you will
not be following the principle of least privilege. The user account that you specify will be added
to the Web application Full Read policy for your farm. The user name must be in the format
DOMAIN\username.
7. Click OK.
8. In the Crawl Settings section, click Content sources.
9. On the Manage Content Sources page, click Local Office SharePoint Server sites.
10. On the Edit Content Source page, in the Crawl Schedules section, under Full Crawl,
click Create schedule.
11. In the Manage Schedules dialog box, configure schedule settings for full crawls of your
content, and then click OK.
12. In the Crawl Schedules section, under Incremental Crawl, click Create schedule.
13. In the Manage Schedules dialog box, configure schedule settings for incremental crawls of
your content, and then click OK.
14. In the Start Full Crawl section, select the Start full crawl of this content source check box,
and then click OK.

Create and configure a site

After you configure services in your server farm, you can create a Web application and a site collection.
You should create the Web application on the first server on which you installed Office SharePoint Server
2007 (in other words, the same server that is running the SharePoint Central Administration service).
 
Create a Web application for your SharePoint site
 
On the SharePoint Central Administration home page, click the Application Management tab on the
top navigation bar.
 

1. In the SharePoint Web Application Management section, click Create or extend Web

application.
2. On the Create or Extend Web Application page, click Create a new Web Application.
3. On the Create New Web Application page, in the IIS Web Site section, click Create a new IIS
web site, and change the port setting to port 80. This will allow you to access your site by
typing http://ServerName. If you use a nonstandard port number you will have to include the
port number in the URL to access your site (for example, http://ServerName:port).
4. In the Security Configuration section, under Authentication provider, select the
appropriate option for your environment, and do not modify any other settings in this section.

Note: By default, the authentication provider is set to NTLM.

6. In the Load Balanced URL section, do not modify the default settings.

6. In the Application Pool section, select Create new application pool, and use the default
settings for the application pool name.

6. Click Configurable, and in User name and Password, type the user name and password for
the user account under which you want the application pool to run. The user account does not
have to be a member of any particular security group. It is recommended that you use the
principle of least privilege and select a unique user account that does not have administrative
rights on your front-end servers or on your back-end database servers. You can use the user
account that you specified as the Office SharePoint Server 2007 service account; however, if
that user account is a member of a security group that has administrative rights on your front-
end servers or your back-end database servers, you will not be following the principle of least
privilege. The user name must be in the format DOMAIN\username.

6. In the Database Name and Authentication section, verify the database information and

ensureWindows Authentication (recommended)is selected.

6. In the Search Server section, do not modify the default settings.

6. Click OK.

6. On the Application Created page, which appears after successful creation of the Web application,
clickCreate a new Windows SharePoint Services site collection.

Create the site collection for your Web application

1. On the Create Site Collection page, in the Title and Description section, in Title, enter a title
for the new site.
2. In Description, enter a description of the site collection.
3. In the Web Site Address section, click Create site at this URL, and in URL
path click (root).

It is most common to create a site collection at the root; however, you can create a site collection at a
specific URL path.
 4. In the Primary Site Collection Administrator section, in User name, type the user name of
the site collection administrator. This can be the same user account that you specified as the
Office SharePoint Server 2007 service account, but you should follow the principle of least
privilege and use a user account that does not have administrative privileges or rights on your
front-end or back-end servers.

4. In the Quota Template section, select a predefined quota template to limit resources used for
this site collection.

Note: You can also select No Quota, thereby allowing this site collection to use any available resources.

6. In the Template Selection section, click the Publishing tab, and then click Corporate

Intranet Site.

6. Click OK to create the site collection with the attributes you specified.  Upon successful
completion, a Top-Level Site Successfully Created page appears.

6. Click OK to return to the SharePoint Central Administration home page, or click the
http://ComputerNamelink to go to your new SharePoint site home page.

After you install and configure Office SharePoint Server 2007

After you finish creating your first site, you can start adding content to the site and you can start
customizing the site. However, it is recommended that you first configure several administrative settings
to ensure that your Office SharePoint Server 2007 environment is operating properly and you are using
all of the features and capabilities provided by Office SharePoint Server 2007.
 
Install and configure Excel Calculation Services
 
To take full advantage of the business intelligence capabilities of Office SharePoint Server 2007 you need
to start and configure Excel Calculation Services. Instructions for doing this are provided below.
 
 
Note: Excel Services is only available if you use a product key that activates the Enterprise version of
Office SharePoint Server 2007.
 
Start and configure Excel Calculation Services

1. On the SharePoint Central Administration home page, click Administrative Tasks.

2. On the Administrative Tasks page, click Add Excel Services Trusted Locations.
3. On the Add Excel Services Trusted Locations page, in Action, click Add Excel Services
Trusted Locations.
4. On the Excel Services Trusted File Locations page, click Add Trusted File Location.
5. In the Location section, in Address, type the address of the trusted file location. It is
recommended that the trusted file location be an Office SharePoint Server 2007 site, but you
can also specify universal naming convention (UNC) paths or HTTP Web sites.
6. In Location Type, click Windows SharePoint Services if you specified an Office SharePoint
Server 2007 site, click UNC if you specified a UNC path, or click HTTP if you specified an HTTP
Web site.
7. In the External Data section, in Allow External Data, select the trust level for external data
sources that you want to enable by doing one of the following:
 o Click None to prevent Excel Calculation Services from processing connections to any
external data connection.
o Click Trusted data connection libraries only to prevent Excel Calculation Services
from processing connections to external data sources that are embedded within
workbooks. This setting permits Excel Calculation Services to process links to trusted
data connection libraries.
o Click Trusted data connection libraries and embedded to permit Excel Calculation
Services to process direct connections to external data sources that are embedded
within workbooks. This setting also permits Excel Calculation Services to process links
to trusted data connection libraries.

Configure alternate access mappings for your Web applications

If you installed and configured Office SharePoint Server 2007 on a single front-end server, and a user
browses to your server, the server will render the content that is in your Web application. However, if
you added subsequent front-end servers to your server farm, the newly-added servers will not have
alternate access mappings configured to your Web application. To map newly-added front-end servers to
your existing Web application, you need to configure alternate access mappings.
 
Before you configure alternate access mappings, install and configure Office SharePoint Server 2007 on
all of the front-end servers that you want to add to your server farm, and make sure that the servers
are joined to your server farm. See "Run Windows SharePoint Services Setup" and "Run the SharePoint
Products and Technologies Configuration Wizard" for information about installing and configuring Office
SharePoint Server 2007.
 
To configure alternate access mappings

1. On the SharePoint Central Administration home page, click the Operations tab.

2. On the Operations page, in the Global Configuration section, click Alternate access
mappings.
3. In Alternate Access Mapping Collection, click Change Alternate Access Mapping
Collection.
4. In the Select an Alternate Access Mapping Collection dialog box, click the Web application that
you want to modify. If you have created only one Web application, and you specified port 80 for
the Web application, the Web application should be listed as SharePoint (80).
5. Click Edit Outbound URLs, and verify that your Web application is listed in the Default zone for
outbound URLs. The outbound URL is the URL that you want users to use to access your Web
application.

Note: If you have a load-balanced configuration with a host name, add the host name to the Outbound
URL for the Default zone.

6. Click Save.

6. Click Add Incoming URLs.

6. On the Add Incoming URLs page, in New default zone URL protocol, host and port type the
URL for the server that you want to map to your Web application. Typically, this is
http://servername:portnumber.

Note: If you have a load-balanced configuration, you should add the server name of each of your front-
end Web servers to the list of internal URLs. This will allow each of your Web servers to reach the
content in your common Web application. Also, make sure the zone you selected for the incoming URL
matches the zone of the outbound URL for the load balancer. You can have multiple incoming URLs
associated with a single outbound URL.

9. In Zone, make sure that Default is selected.

9. Click Save.

Configure additional administrative settings

After you have deployed the SharePoint Server, there are some other additional settings which you need
to configure. You should perform these tasks to take full advantage of the SharePoint 2007
administrative Features:
 

 Email Settings:

 Incoming:

Configuring server for incoming emails will enable you to get advantage of the following SPS 2007
features:
1. SharePoint sites can accept and archive incoming e-mail.
2. SharePoint sites can archive e-mail discussions as they happen, save e-mailed documents, and show
e-mailed meetings on site calendars.
3. In addition, configure the SharePoint Directory Management Service for e-mail distribution list
creation and management.

 Outgoing

Configure Outgoing SMTP Email server to enable SPS 2007 for sending Notifications and alerts to the
site users and administrators. You can configure “From” and “Reply to” email addresses for outgoing
emails.

 Create SharePoint sites: Create more SharePoint sites and Web applications if your site
design requires multiple sites or multiple Web applications.
 Diagnostic logging settingsTo get yourself helped in troubleshooting, configure various
logging and diagnostics settings including trace logs, event messages, user-mode error
messages, and Customer Experience Improvement Program events.
 Configure antivirus protection settingsConfigure Antivirus Settings for Server to enable the
virus scanning for document upload and downloads, also configure virus scanning timeout and
execution threads on the server for antivirus. A SharePoint Server 2007 compatible Antivirus
program is required for this.
 You can use the following procedure to configure optional administrative settings using
SharePoint Central Administration.

Configure administrative settings using SharePoint Central Administration

1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint
3.0 Central Administration.
2. On the SharePoint Central Administration home page, under Administrative Tasks, click the
administrative task you want to perform.
3. On the Administrative Tasks page, next to Action, click the task.