SharePoint 2010 Silent Features

SharePoint 2010 Silent Features

SharePoint 2010 is the business collobaration platform for the web enterprise that enables to connect and empower people through an integrated set of rich features.

Following are the few silent features from SharePoint 2010 version which I obeserved from the sneak preview. I will be explaining these features and how we can utilize them in our regular job by comparing with the existing version - SharePoint 2007.

Web Edit

This is an excellent feature where the content authors can modify the content inline on the page much quickly and easily when compared to SharePoint 2007. They can also view the preview immediately while changing the fonts or font size...

New User Interface

Now you can find the completely new user interface very much similar to the Office 2007, nothing but the Ribons. It has a contextual interface which makes the user to access the content with very less number of clicks and better performance.

User inteface is integrated with the Asynchronous access. Now its easy for the users to act easily on mutiple items in a single shot. For example when we want to checkout multiple files in a document library, we have to do those many number of time. Now we can do it in a single shot by selecting mutiple files in a document library.

Even you can see the revamped UI for the Central Administration. This makes the administrator to complete their job quickly and easily...

Seamless Image Uploading

In SharePoint 2007, when ever we want to show an image on a page, we will upload the image to a Picture Library and then we will provide the image link on the page. Now we can keep a pull stop for the long way doing this activity... We can seemlessly upload the images while we are editing the content using the Web Edit feature. You can resize the image with in the same browser.

Rich Themes

Apart from the out of the box themes, now you can we import the themes from the office. For example if you want to import the theme from a powerpoint, yes you can import the theme(colors, fonts, etc) to your sharepoint site with same look and feel across all the browsers.

Visio Web Access

In SharePoint 2007 we have a feature of publishing the Excell directly on to a web. Users can access the excell without having any dependency of excell installation on the client machine, which is great feature. Now in SharePoint 2010 Microsoft extended the similar concept to Visio. Using Visio 2010 we can publish the Visio diagrams onto the SharePoint Site and the users can directly access the same using the browser without any installation on the client machine.

BDC -> BCS

Now Business Data Catalog is Business Connectivity Services. Using BCS you can read and write data directly from your Line of Business Data. We can use either SharePoint Designer or Visual Studio to implement the same.

BCS has connectivity to LOB, Web Services, Databases and display the data in a friendly way enabling users to interact and update it easily on the web, offcourse on office client too.

Silverlight WebPart

Now Silverlight web part is available out of the box.

SharePoint Workspace

Most of the times we want to do the work offline on a list of items and then sync with the sharepoint list. We dont have any other option than going with an Excel. Now with SharePoint Workspace, we can take the sharepoint data offline to work and sync whenever hook to the network.

Usage Reports

There is a central database in the SharePoint Server farm to log usage data and also the health data. This provide us with different varities of usage reports which is not available in current version.

In a summary, SharePoint 2010 has a set of rich fetures for all different categories of users like administrators, IT Professions, Developres and End Users.

 

Features By Points are

 

Application Platform
1. Application hosting
2. deployment and scale
3. List programming and LOB integration – XSLT based list view, Inline editing of the list items.
4. Logging and reporting
5. LINQ support
6. XSLT support in place of CAML
7. New version of FAST Search
8. Open API support

ECM
1. Metadata and tagging
2. Scalability and policies
3. Metadata based navigation
4. Multi Stage Retention Policy
5. Discover and Hold Policy
6. New Library Navigator

Search
1. Extensibility (processing and UI)
2. People and Social searching
3. Faceted Search ( New feature)

New Server UX
1. Ribbon and context
2. In place editing
3. Theme engine and Client OM

More New
1. Visio, Access services
2. Business connectivity service
3. WCM improvements
4. SharePoint Workspace
5. New mobile client
6. Developer Dashboard
7. Sandbox Solution – web parts (web parts will use web controls) , event receivers, Features, point system
8. Social Feedback – ratings, bookmark, tagging, notepad
9. Social Networking – profile, organization, newsfeeds and status
10. Integration with Microsoft Office PerformancePoint Server
11. Silverlight Media web part
12. More storage options such as SAN, NAS, RAID etc. (currently only SQL)
13. Improved taxonomy management
14. Improved infopath form capabilities
15. Easy migration from SPS2003 and MOSS 2007
16. Granular recovery at item level
17.


With VS 2010 templates available
1. Blank site definition
2. Content Type
3. List definition
4. State machine workflow
5. WSP Import
6. Business Data Catalog – 2 way communication
7. Deployment Module
8. Event Receiver
9. Sequential Workflow
10. Web part

Designing SharePoint 2010 Workflows with Microsoft Visio

One of the great new features of SharePoint 2010 is the ability to open up the whole workflow design experience to business users. Many users are familiar with using Microsoft Visio these days and it has become almost a standard for defining business requirements graphically. Over the past couple of years we have noticed that more and more of our clients are using Microsoft Visio to mock up their process flows in the form of flow charts, or even putting together more complex swim lane diagrams.
Now, with the release of Office and SharePoint 2010, it is now possible to take output from Visio and use it to generate workflows within SharePoint.
Visio now comes with a new template under the Flowchart category called Microsoft SharePoint Workflow. This can be used to model business processes using conditions and actions that are SharePoint Specific.
1. To initiate a new process map, launch Visio, click on the File tab in the ribbon and then click on New.
2. You will be presented with the Choose a Template form. Click on the Flowchart category.

3. You will then be prompted to choose a template, choose Microsoft SharePoint Workflow

4. Choose the measurement unit that you prefer and click on Create.

5. You will then be presented with a new blank canvas on which to define your workflow process. In the picture (below) you can see the most common items that can be used to create a process map; these are included on the Quick Shapes navigation pane.
By clicking on any of the other three panes we can access a whole lot more actions and conditions.
Any workflow process must start with a Start action and each point where the workflow process may terminate requires an End action. In between these points, we are free to configure any number of conditions and actions in order to map out a real business process.

Common actions include starting a new out of the box SharePoint Approval workflow, sending an email or assigning a to-do item to a specific user (or group). Quite complex scenarios can be designed using these items.
So, the objective for the user is to define the process flow and make reference to every condition and action that may occur as the process is executed. The following image is a very simplistic representation of a workflow process modelled in this way.

The important thing for the user to do is label each of the actions and conditions correctly and ensure that any conditions have labelled Yes and No paths assigned to them.
Once the workflow is complete, it can be exported in a Visio Workflow Interchange format and sent to a more technical user who has access to the SharePoint Designer application. They can then import the exported map into SharePoint Designer where it is translated into a SharePoint workflow. They can then modify it and prime it for use, ensuring that it functions correctly and is associated with the correct document libraries, lists or sites. The workflow can then be published to a test SharePoint environment for verification.
6. Visio provides a tool to validate the map that you have drawn; this appears on the Process tab on the ribbon. It will detect errors such as not labelling the condition branches or missing Terminate actions.

Clicking on Check Diagram performs the check and reports any errors in a lower results pane. Fix any errors and repeat the checking until there are no further issues to resolve.
7. Once you are ready, click on the Export button on the Process tab. You are presented with a standard Save As dialogue that will enable you to select a location to save the file. The file will be saved as a Visio Workflow Interchange file with a .VWI extension. This is the format supported by SharePoint Designer.

8. The job of the designer is now complete and the responsibility passes to the user who has access to SharePoint Designer. The next step is to launch Designer and connect to the Site where you want to deploy the Workflow. Typically this will be a test site in order to validate the process. Once you have connected to the site, click on the Workflows link as shown below.

9. You can then access the Ribbon and Select Import from Visio.

10. Browse to the file that you saved earlier and open it. You can then give it a more meaningful name and decide whether or not this is going to be immediately associated with a SharePoint object, or be imported as a reusable workflow (more on this in a future post).

11. The workflow design will be imported and then rendered in the standard Designer pseudo-code style layout as shown below. You can then action each of the underlined items and assign specific values to them. An example from the screenshot below would be to assign users or groups to the these users fields.

12. Once you have configured the workflow you can publish it by clicking Publish on the Workflow tab. Note that you can also perform validation checks here by clicking Check for Errors.

13. The Workflow will now be available in SharePoint and accessible through the site or list that you have associated it with.
All in all, this is a great new feature and will make it a lot easier for power users and subject matter experts to get involved in SharePoint projects and will speed up the overall design to publish process. The important thing is that it puts the power of definition back into the hands of those who understand their business and who should therefore be able to model it more accurately. Granted, there is an element of IT involvement required, and this should always be the case in order to ensure that standards are maintained and processes are optimised for performance. As with anything, governance is critical and should always be a central part of any workflow project.
The only thing to bear in mind is that you do need Visio Premium and you will also need to download SharePoint Designer. As a rule, we would recommend that SharePoint Designer workflows are only used for specific departmental or project level solutions, and that enterprise workflows should be modelled with a more robust, measurable and scalable toolkit.

Connecting a SharePoint calendar to Outlook vs. Connecting an Outlook calendar to SharePoint

When you have an OOB calendar created with SharePoint 2010, connecting the calendar to display the information in Outlook is an easy task: one click on the “Connect to Outlook” button and follow the wizard.
However, I added the following requirements a couple days ago where a SharePoint user with full control privileges wanted to display the content of her Outlook calendar to a SharePoint calendar. I assumed that this task would be a matter of a one click again. However, it is a little trickier than it seems.
In fact, her team was using that Outlook calendar to update information and events. She was planning to continue updating via that same calendar in order to display the information on the SharePoint site. Unfortunately, the solution that I proposed involved using a new calendar and copying all existing events to the new SharePoint calendar. Moreover, the word “copy:” would appear in front of every single calendar item.
Therefore, the solution that I proposed is a work around to get the task done. This solution can be performed using the SharePoint UI and Outlook.
The tasks that we are going to perform, in order to display all events and be able to update via Outlook, are:

1. Create a new calendar in SharePoint
2. Connect the calendar to Outlook
3. Copy all items from the Outlook calendar to the new SharePoint calendar
4. Test that all updates from the Outlook calendar propagate diligently to the SharePoint calendar

Task #1

• Go to your SharePoint site and create a new calendar using “site actions” >> “More options”
• Filter by “Lists” and select “calendar”
• Name it accordingly and hit “Create”

Task #2

• Once on the newly created calendar, click “Connect to Outlook” from the global navigation menu
• In the popup windows, click “Allow”, “Allow” and “Yes”. You should be able to see your SharePoint calendar on Outlook
• Open in parallel the calendar that you want to copy over

Task #3

• On the calendar that you are trying to copy, go to “Change View” and “List”
• Once in the list view, make sure that you are targeting the right calendar
• Select them all (Ctrl + A) and copy them all (Ctrl + C)
• Go to the SharePoint calendar in the list view
• Paste them all (Ctrl + V)
• Confirm any popup window and let Outlook copy all items over

Task #4

• Once all items are copied, go back to your SharePoint site calendar view
• All future additions can be done via the Outlook interface or the SharePoint interface

FAST Search for SharePoint - Step by Step Instal

Task 1 – Setup FAST Search Center

1. Open SharePoint Central Administration
2. Click “Application Management”
3. Click “Create Site Collection”
4. Select the web application called “SharePoint –115”
5. For site name, type “FAST Search”
6. For url, type FAST
7. For template, select “Enterprise->FAST Search Center”
8. For site collection admin, type “Administrator”
9. Click “Create”
   

Task 2 – Install FAST Search

1. Run the following command to extract the files (beta installer doesn’t work quite right)
• D:\Lab Work\<labno>\ en_fast_search_server_sharepoint_2010_beta_x64_x16-29476 /extract:c:\temp
2. Run “C:\temp\PrerequistieInstaller”
3. The splash screen will open:

1. Click “Next”
2. The prereqs for FAST Search will be installed

1. Click “Finish”
2. Run “fsserver”
• This will create a new directory called “C:\FASTSearch”
3. Click “Start”, right click “Computer”, select “Properties”
4. Click “Advanced System Settings”
5. Click “Environment Variables”
6. Add the following to your path variable
• “C:\FASTSearch\installer\scripts”
7. Run the SharePoint 2010 Management Shell
8. Run the following:
• Psconfig.ps1 –action i –roleName single –userName contoso\administrator –localMachineName <FQDNservername> -databaseConnectionString <dbservername> –databaseName FASTSearch
9. Enter the password, “Pa$$w0rd”
10. For self signed password, type “Pa$$w0rd”
11. Reboot the computer
12. Run the following command:
• ConfigureSharePointAuthorization –installedMode Advanced
  

Task 3 – Start Services

1. Open the services applet, ensure the following are started:
• All “FAST*”
• Forefront*
• SharePoint Server Search 14
• SharePoint Foundation Search V4
  

Task 4 – Setup FAST Search Query Service

1. Open SharePoint Central Administration
2. Click “Application Management”
3. Click “Manage service applications”
4. Click “New->Search Service”
5. For name, type “FAST Search Query”
6. For the type, select “FAST Search Query”
7. For the application pool for admin server, type “FASTSearchAdminPool”
8. For the application pool for search query and site settings”, type “FASTSearchQueryPool”
9. For Query Service Location, type “https://sharepoint2010.contoso.corp:13286”
10. For Administration Service Location, type “net.tcp://sharepoint2010.contoso.corp:13256”
11. For Resource Store Location, type “http://sharepoint2010.contoso.corp:13255”
• NOTE: these port numbers are in the “C:\FASTSearch\Install_Info.txt” file – minus the actual protocol data unfortunately
12. For account, type “contoso\administrator”
13. Click “Ok”
14. Click “Application Management”
15. Click “Manage service applications”
16. Click “New->Search Service”
17. For name, type “FAST Search Connector”
18. For type, select “FAST Search Connector”
19. For application pool, type “FASTConnectorPool”
20. For content distributor, type “sp2010.contoso.com:13329”
21. For the content collection, type “sp”
• NOTE: the content collection “sp” is the default one created by the install and configuration steps
22. Click “OK”
    

Task 5 – Setup Certificate

1. Open a SharePoint 2010 Management Console
2. Run the following commands (be sure to replace the two bolded items with your server and application name):

$currentdir = pwd
$sharepointSTSCertFilename = Join-Path -Path $currentdir -ChildPath 'MOSS_STS.cer'
$fastsearchqrserver = 'fs14qrserver.mydomain.com'
$fastSSAName = 'FASTSearchServiceApplication'

$stsCert = (Get-SPSecurityTokenService).LocalLoginProvider.SigningCertificate
$stsCert.Export("cert") | Set-Content -encoding byte $sharepointSTSCertFilename

$queryServiceLocationValue = "http://" + $fastsearchqrserver + ":13287"
Set-SPEnterpriseSearchExtendedQueryProperty -SearchApplication $fastSSAName -Identity "FASTSearchQueryServiceLocation" -Value $queryServiceLocationValue
Set-SPEnterpriseSearchExtendedQueryProperty -SearchApplication $fastSSAName -Identity "FASTSearchQueryServiceWinAuth" -Value false
Get-SPEnterpriseSearchExtendedQueryProperty -SearchApplication $fastSSAName
IISReset
Open a FAST Search Management Console

1. Run the following commands (be sure to replace the path to the certificate):

$sharepointSTSCertFilename = 'FULLPATH_TO_MOSS_STS.cer'

# Import SharePoint Security Token Service Certificate
$trustedPeopleCertStore = new-object System.Security.Cryptography.X509Certificates.X509Store('TrustedPeople', [System.Security.Cryptography.X509Certificates.StoreLocation]::LocalMachine)
$trustedPeopleCertStore.Open([System.Security.Cryptography.X509Certificates.OpenFlags]::ReadWrite)
$sharepointSTSCert = new-object System.Security.Cryptography.X509Certificates.X509Certificate2
$sharepointSTSCert.Import($sharepointSTSCertFilename)
$trustedPeopleCertStore.Add($sharepointSTSCert)
$trustedPeopleCertStore.Close()

# Configure FAST Search Server to trust SharePoint Security Token Service certificate
Set-FASTSearchQRProxyMOSSConfiguration -STSThumbprint $sharepointSTSCert.Thumbprint -RestartServices true

1. Open the C:\FASTSearch\bin\QRProxyService.exe.config
2. Uncomment the following line that starts with:

<!--<binding name="HTTP_CLAIMS_INSECURE">...

1. Enable HTTPS searching by running the following commands

#HTTPs - EXPORT CERT

$currentdir = pwd
$sharepointSTSCertFilename = Join-Path -Path $currentdir -ChildPath 'MOSS_STS.cer'
$fastsearchqrserver = 'sharepoint2010.contoso.corp'
$fastSSAName = 'FAST Search Query'
$sharepointServicesCertFilename = Join-Path -Path $currentdir -ChildPath 'MOSS_SERVICES.pfx'
$sharepointServicesCertPassphrase = $host.ui.PromptForCredential("Need Credentials", "Please enter a passphrase for the SharePoint Services Cert", "CERT_PASSPHRASE", "")
$tempStringValue = [System.Runtime.InteropServices.Marshal]::SecureStringToBSTR($sharepointServicesCertPassphrase.Password)
$plainTextPassPhrase = [System.Runtime.InteropServices.Marshal]::PtrToStringAuto($tempStringValue)
$stsCert = (Get-SPSecurityTokenService).LocalLoginProvider.SigningCertificate
$stsCert.Export("cert") | Set-Content -encoding byte $sharepointSTSCertFilename
$sharePointCertStore = new-object System.Security.Cryptography.X509Certificates.X509Store('SharePoint', [System.Security.Cryptography.X509Certificates.StoreLocation]::LocalMachine)
$sharePointCertStore.Open([System.Security.Cryptography.X509Certificates.OpenFlags]::ReadOnly)
$servicesCert = $sharePointCertStore.Certificates.Find([System.Security.Cryptography.X509Certificates.X509FindType]::FindBySubjectName,'SharePoint Services', $false)
$servicesCert.Export("pfx", $plainTextPassPhrase) | Set-Content -encoding byte $sharepointServicesCertFilename
$servicesCert2 = new-object System.Security.Cryptography.X509Certificates.X509Certificate2
$servicesCert2.Import($sharepointServicesCertFilename, $plainTextPassPhrase, [System.Security.Cryptography.X509Certificates.X509KeyStorageFlags]::DefaultKeySet)
$trustedPeopleCertStore = new-object System.Security.Cryptography.X509Certificates.X509Store('TrustedPeople', [System.Security.Cryptography.X509Certificates.StoreLocation]::LocalMachine)
$trustedPeopleCertStore.Open([System.Security.Cryptography.X509Certificates.OpenFlags]::ReadWrite)
$trustedPeopleCertStore.Add($servicesCert2)
$trustedPeopleCertStore.Close()

$queryServiceLocationValue = "https://" + $fastsearchqrserver + ":13286"
Set-SPEnterpriseSearchExtendedQueryProperty -SearchApplication $fastSSAName -Identity "FASTSearchQueryServiceLocation" -Value $queryServiceLocationValue
Set-SPEnterpriseSearchExtendedQueryProperty -SearchApplication $fastSSAName -Identity "FASTSearchQueryServiceWinAuth" -Value false
Get-SPEnterpriseSearchExtendedQueryProperty -SearchApplication $fastSSAName
IISReset

#HTTPS - IMPORT CERT

$sharepointSTSCertFilename = 'c:\users\administrator\MOSS_STS.cer'
$sharepointServicesCertFilename = 'c:\users\administrator\MOSS_SERVICES.pfx'
$sharepointServicesCertPassphrase = $host.ui.PromptForCredential("Need Credentials", "Please enter the passphrase for the SharePoint Services Cert", "CERT_PASSPHRASE", "")
$tempStringValue = [System.Runtime.InteropServices.Marshal]::SecureStringToBSTR($sharepointServicesCertPassphrase.Password)
$plainTextPassPhrase = [System.Runtime.InteropServices.Marshal]::PtrToStringAuto($tempStringValue)

# Import SharePoint Security Token Service Certificate
Add-PSSnapin Microsoft.FASTSearch.Powershell
$trustedPeopleCertStore = new-object System.Security.Cryptography.X509Certificates.X509Store('TrustedPeople', [System.Security.Cryptography.X509Certificates.StoreLocation]::LocalMachine)
$trustedPeopleCertStore.Open([System.Security.Cryptography.X509Certificates.OpenFlags]::ReadWrite)
$sharepointSTSCert = new-object System.Security.Cryptography.X509Certificates.X509Certificate2
$sharepointSTSCert.Import($sharepointSTSCertFilename)
$trustedPeopleCertStore.Add($sharepointSTSCert)

# Import SharePoint Security Token Service Certificate
$trustedPeopleCertStore = new-object System.Security.Cryptography.X509Certificates.X509Store('TrustedPeople', [System.Security.Cryptography.X509Certificates.StoreLocation]::LocalMachine)
$trustedPeopleCertStore.Open([System.Security.Cryptography.X509Certificates.OpenFlags]::ReadWrite)
$sharepointSTSCert = new-object System.Security.Cryptography.X509Certificates.X509Certificate2
$sharepointSTSCert.Import($sharepointSTSCertFilename)
$trustedPeopleCertStore.Add($sharepointSTSCert)
$trustedPeopleCertStore.Close()

# Import SharePoint Services Certificate
$sharepointServicesCert = new-object System.Security.Cryptography.X509Certificates.X509Certificate2
$sharepointServicesCert.Import($sharepointServicesCertFilename, $plainTextPassPhrase, [System.Security.Cryptography.X509Certificates.X509KeyStorageFlags]::DefaultKeySet)
$personalCertStore = new-object System.Security.Cryptography.X509Certificates.X509Store('My', [System.Security.Cryptography.X509Certificates.StoreLocation]::LocalMachine)
$personalCertStore.Open([System.Security.Cryptography.X509Certificates.OpenFlags]::ReadWrite)
$personalCertStore.Add($sharepointServicesCert)
$personalCertStore.Close()
$rootCertStore = new-object System.Security.Cryptography.X509Certificates.X509Store('Root', [System.Security.Cryptography.X509Certificates.StoreLocation]::LocalMachine)
$rootCertStore.Open([System.Security.Cryptography.X509Certificates.OpenFlags]::ReadWrite)
$rootCertStore.Add($sharepointServicesCert)
$rootCertStore.Close()

# Configure FAST Search to trust SharePoint Security Token Service Certificate
Set-FASTSearchQRProxyMOSSConfiguration -STSThumbprint $sharepointSTSCert.Thumbprint -RestartServices true
$sharepointServicesCertThumbprint = $sharepointServicesCert.Thumbprint
netsh http add sslcert ipport=0.0.0.0:13286 certhash=$sharepointServicesCertThumbprint 'appid={a5455c78-6489-4e13-b395-47fbdee0e7e6}'

Task 6 – Re-index content

1. Open SharePoint Central Administration
2. Click “Application Management”
3. Click “Manage service applications”
4. Click “FAST Connector”
5. Click “Content Sources”
6. Click “New Content Source”
7. For name, “SharePoint Sites”
8. For start address, type http://servername:100
9. Check the “Start full crawl of this content source”
10. Click “OK”
11. Wait for the crawl to finish

Task 7 – Test FAST Search

1. Open the http://servername:115 site
2. Type in and run a query

SharePoint 2010 - Step by Step Install

NOTE: This is an older version of the install. If you want RTM steps, go here
From fresh hardware to full SharePoint 2010 dev install, everything you need is right here! No Login required like some other sites! Keep in mind these steps are NOT for production (you wouldn't run your site on beta software would you, even if you did, I hope you paid for it). These steps will change at RTM. Some things to note:
1) install is using admin account (several of us just couldn't get ALL the features to work with separate service account in Beta)
2) we don't need loopback fix as all the sites are using specific ports instead of host headers.
Also, if you don't want to do a domain controller install, you could consider this route (http://bit.ly/4oAhpm), but my steps here may not work if you do.
Enjoy!
Chris
Follow me on twitter!

1. Start Hyper-V Manager on a 64bit server
2. Click “Action->New->Virtual Machine”
3. For Name, type “sharepoint2010”
4. Click “Next”
5. For memory, type “6144”
6. Click “Next”
7. Select a local connection, click “Next”
1. NOTE: you will need internet access
8. Select a location, ensure that the size is set to at least 127GB
9. Click “Next”
10. Click “Next”
11. Click “Finish”
12. Right click the virtual machine in Hyper-V, select “Settings”
13. For the IDE Controller 1, specify the “Windows Server 2008” iso
1. Click “Browse”
2. Select the iso
3. Click “Open”
14. Click “Ok”
15. Start the Virtual Machine
16. Install Windows Server 2008
1. Click “Next”
2. Click “Install Now”
3. Select “Windows Server 2008 Enterprise (Full Installation)”
4. Click “Next”
5. Click “I accept the license terms”
6. Click “Next”
7. Click “Custom (advanced”)
8. Click “Next”, windows will install
9. Click “Ok”
10. For password, type “Pa$$w0rd”
11. Type “Enter”
12. Click “Ok”
17. From Hyper-V Console, install “Integration Services”
1. Click “Action->Insert Integration Services Setup Disk”
2. Click “Install Hyper-V Integration Services” in the autoplay
3. Click “Ok” to upgrade/install
4. Click “Yes” to restart
18. Login to the server as administrator
19. Click “Start->All Programs->Windows Update”
20. Click “Turn on now”
21. Click “Install now” to install latest windows update software
22. In the “Server Manager” window that opens:
1. Click “Configure Remote Desktop”
2. Click “Allow connections from computers running any version…”
3. Click “OK”
4. Click “OK”
5. Click “Configure IE ESC”
6. Click “Off” for both administrators and users
7. Click “OK”
8. Click “Go to Windows Firewall”
9. Click “Windows Firewall properties”
10. For domain, private, public, set the firewall status to “Off”
11. Click “OK”
12. Click “Add Features”
13. Click “SMTP server”
14. Click “Add Required Role Services”
15. Click “Next”
16. Click “Next”
17. Click “Install”
18. Click “Close”
23. Run Windows Update, get all critical updates
1. Click “Install Updates”, install all updates
2. Click “Restart Now”
24. Install Microsoft Update
25. Run Microsoft update, install any updates
1. Click “Restart Now”
26. Install Server 2008 Service Pack 2 (if it didn’t get installed from Microsoft Update)
1. Restart after install
27. Click “Start”
28. Right click “Computer”, select “Properties”
29. Under computer name, click “Change settings”
30. For description, type “sharepoint2010”
31. Click “Change”
32. Set the computer name to “sharepoint2010”
33. Click “Ok”
34. Restart the virtual machine
35. Run Windows Update, get all critical updates
1. Click “Install Updates”, install all updates
2. Click “Restart Now”
36. At this point, keep your image as a Windows Server 2008 base image!
1. Copy the base image sharepoint2010 vhd, rename to server2008sp2base and put in a safe place!
37. Open a command prompt, run dcpromo, setup a domain called “contoso.corp”
1. Click “Next”
2. Click “Next”
3. Select “Create a new domain…”
4. Click “Next”
5. Enter contoso.corp, click “Next”
6. Select “Windows Server 2008”, click “Next”
7. Click “Next”
8. Click “Yes, the computer will use…”
9. Click “Yes”
10. Click “Next”
11. For password, type “Pa$$w0rd”
12. Click “Next”
13. Click “Next”, active directory will setup itself up
38. Restart the machine after AD is finished
39. At this point, keep your image as a Windows Server 2008 base image!
1. Copy the base image sharepoint2010 vhd, rename to server2008sp2_AD and put in a safe place!
40. Create the following domain users, set their password to “Pa$$w0rd” and that they can’t change the password and the password doesn’t expire.
1. Click “Start->Administrative Tools->Active Directory Users and Computers”
2. Expand contoso.corp
3. Select “Users”, right click and select “New->User”
4. For name and user logon, type sp_system
5. Click “Next”
6. For Password, type “Pa$$w0rd”
7. Uncheck “User must change…”
8. Check “User cannot change password”
9. Check “Password never expires”
10. Click “Next”
11. Click “Finish”

1. Install SQL Server 2008 SP1 – If you don’t have slipstreamed sp1, install the setup files for SP1, then install sql 2008, then the full SP1 (but you may need the new Installer which is in the SQL 2008 base install/non-sp1).
1. Insert the Server 2008 iso (with SP1)
2. Click “installation”
3. Click “New SQL Server standalone…”
4. On “Setup Support Roles”, click “Ok”
5. On “Setup Support Files”, click “Install”
6. Click “Next”
7. On product key, click “Next”
8. Click “I accept the license terms”
9. Click “Next”
10. Check the following:

i. Database Engine

ii. SQL Server Replication

iii. Full-Text Search

iv. Analysis Services

v. Reporting Services

vi. Business Intelligence Development Studio

vii. Client Tools Connectivity

viii. Integration Services

ix. Client Tools Backward Compatibility

x. Management Tools – Basic

xi. Management Tools - Complete

xii. Microsoft Sync Framework

1. Click “Next”
2. Click “Next”
3. On “Disk Space”, click “Next”
4. For all accounts, type “contoso\administrator” and “Pa$$w0rd” for password
5. Click “Next”
6. Click “Mixed Mode” authentication radio button
7. For password, type “Pa$$w0rd”
8. Click “Add Current User”
9. Click “Next”
10. Click “Add Current User”
11. Click “Next”
12. On report Services, click “Install, but do not configure…” radio button
13. Click “Next”
14. Click “Next”
15. Click “Next”
16. Click “Install”
17. Click “Next”
18. Click “Close”
1. Install the 2008 SP1 CU2
1. http://support.microsoft.com/kb/970315
2. Open SQL Management Studio, make sure your version is 10.00.2714 or later!
2. Open SQL Server Management Studio, this is for the initial setup process to run
3. Open the SQL configuration manager
   Click “Start->All programs->Microsoft SQL Server 2008->Configuration Tools->Sql Server Configuration manager
1. Expand “SQL Server Network Configuration->Protocols for MSSQLSERVER”
2. Enable:
1. Named Pipes
2. TCP/IP
3. Restart the sql service
4. Install/attach the demo databases (Northwind, pubs, adventureworks2000, adventureworksDW). These can be downloaded or installed from the instructor dvd.
1. Northwind and Pubs (http://www.microsoft.com/downloads/details.aspx?FamilyID=06616212-0356-46A0-8DA2-EEBC53A68034&displaylang=en)

i. Run Sql2000SampleDb.msi

ii. Open c:\sql server 2000 sample databases\instnwnd.sql

iii. Run on sharepoint2007

iv. Open c:\sql server 2000 sample databases\instpubs.sql

v. Run on sharepoint2007

vi. Delete the c:\sql server 2000 sample databases directory

1. AdventureWorks 2000 (http://www.microsoft.com/downloads/details.aspx?familyid=487c9c23-2356-436e-94a8-2bfb66f0abdc&displaylang=en)

i. Run AdventureWorks2000.exe

ii. Click, no at the .net 1.0/1.1 framework install

iii. Open Sql Server management studio

iv. Connect to sharepoint 2007

v. Right click databases, select attach

vi. Click Add, Browse to c:\program files\microsoft sql server\mssql\data\adventureworks2000_data.mdf

vii. Click Ok

1. AdventureWorksDW (http://codeplex.com/SqlServerSamples)

i. Find and download, run AdventureWorksDBScripts.msi

ii. Open c:\program files\microsoft sql server\100\tools\Samples\adventureworks data warehouse\instawdb.sql

iii. Run on sharepoint2007 (make sure you don’t get any errors, if you do fix them – likely need to copy the .csv files to a directory)

iv. Open c:\program files\microsoft sql server\100\tools\Samples\adventureworks OLTP\instawdb.sql

v. Run on sharepoint2007 (make sure you don’t get any errors, if you do fix them – likely need to copy the .csv files and rename the .mdf and .ldf to install the database)

1. Run Windows Update, get all critical updates
1. Click on all available updates
2. Click “Ok”
3. Click “Install Updates”
4. Click “Restart Now”
2. At this point, keep your image as a base image!
1. Copy the base image sharepoint2010 vhd, rename to server2008sp2_sql2008sp1_cu and put in a safe place!
3. Install “Office 2010”
1. Click “I accept the terms…” check box
2. Click “Continue”
3. Click “Install Now”
4. Click “Close”
5. Open “Word 2010”
6. Click “Use recommended settings”
7. Click “Ok”
4. Open Office Word 2010 to setup the initial settings
5. Install “Visio 2010”
1. Enter your product key
2. Click “Continue”
3. Click “I accept the terms…” check box
4. Click “Continue”
5. Click “Install Now”
6. Click “Close”
6. Install “Microsoft SharePoint Designer 2010”
1. Click “I accept the terms…” check box
2. Click “Continue”
3. Click “Install Now”
4. Click “Close”
7. Install “Visual Studio 2010”
1. Insert the iso into the image
2. Click “Install Visual Studio 2010”
3. Click “Next”
4. Click “I have read and accept…”
5. Click “Next”
6. Click “Full”
7. Click “Install”
8. When/if prompted, restart, the install will start up again when rebooted
9. When/if prompted, restart, the install will start up again when rebooted
10. Click “Finish”, close the intaller
8. Open “Visual Studio 2010”, select c# development settings
1. Turn off customer improvement program
2. Close Visual Studio 2010
9. Install “FireFox” browser
1. Download from http://www.firefox.com
10. Install “Google Chrome” browser
1. Download from http://www.google.com/chrome
11. Install “Apple Safari” browser
1. Download from http://www.apple.com/safari/
12. Install “Enterprise Library 4.1”
1. http://www.microsoft.com/downloads/details.aspx?FamilyId=1643758B-2986-47F7-B529-3E41584B6CE5&displaylang=en
2. Click “I accept the terms…”
3. Click “Next”
4. Click “Next”
5. Click “Next”
6. Click “Install”
7. Click “Launch” to install the source and working copy files
8. Click “Finish”
13. Apply WCF patch
1. Download and install (http://support.microsoft.com/kb/971831)
14. At this point, keep your image as a base image!
1. Copy the base image sharepoint2010 vhd, rename to server2008sp2_sql2008sp1_cu_vs2010 and put in a safe place!
15. Install “SharePoint 2010” Prereqs
1. NOTE: (BE SURE YOU ARE LOGGED IN AS CONTOSO\ADMINISTATOR)
2. Insert the DVD/start the install
3. Click “Install Prerequisites”

i. NOTE: this step will require internet access!

1. Click “Next”
2. Click “I accept the terms…”
3. Click “Next”

i. All pre-reqs will be downloaded and installed (this could take 45 minutes)

ii. Even on Server 2008, your setup may download SP2 for Server 2008 and install, if it does, a reboot will be required. After reboot, continue the install via the prompts

iii. Install will continue by installing application server role and the other prereqs

1. Install “SharePoint 2010” product
1. Click “Install SharePoint Server”
2. Enter your trial product key

i. PKXTJ-DCM9D-6MM3V-G86P8-MJ8CY

1. Click “Continue”
2. Click “I accept…”
3. Click “Server Farm”
4. Select “Complete…”
5. Click “Install Now”
6. Click “Close” (uncheck the run configuration wizard)
1. Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} Ensure proper permissions are setup (these steps will fix the CryptographicException error):
1. Right click on the folder ('%CommonProgramFiles%\Microsoft Shared\Web Server Extensions\14), select “Properties”
2. Select “Security” tab
3. Click “Edit”
4. Click “Add”
5. For the user type “Network Service”
6. Click “OK”
7. Grant the user Full Control
8. Click “OK”
9. Click “OK”

1. At this point, keep your image as a base image!
1. Copy the base image sharepoint2010 vhd, rename to server2008sp2_sql2008sp1_cu_vs2010_NoConfigure and put in a safe place!
2. Run SharePoint Configuration Wizard
1. Click “Start->All Programs->Microsoft SharePoint 2010 products->SharePoint 2010 Products Configuration Wizard”
2. Click “Next”
3. In the popup, click “Yes”
4. Select “Create a new server farm”
5. Click “Next”
6. For database server, type “SharePoint2010”
7. For username, type “contoso\administrator”
8. For password, type “Pa$$w0rd”
9. Click “Next”
10. For passphrase, type “Pa$$w0rd”
11. Click “Next”
12. Click “Next”,
13. Click “Next”, SharePoint 2010 will Configure itself
14. Click the radio button to participate in the feedback program, we gotta make SharePoint better right?!?
15. Click “Walk me through the settings using this Wizard” radio button
16. Click “Next”
17. Click “Use existing managed account”
18. Click “Next”, all your services will be created, this will take a few minutes
19. Click “Skip”
20. Click “Finish”
3. Add a farm administrator
1. Click “Security”
2. Click “manage farm administrators group”
3. Click “New->Add Users”
4. Type contoso\sp_system
5. Click “Ok”
4. Open the SharePoint Central Administration site and setup Diagnostic Logging
1. Click “Monitoring”
2. Under “Reporting”, click “Configure usage and health data collection”
3. Ensure that “Enable usage data collection” is clicked
4. Ensure that “Enable health data collection” is clicked
5. Click “Ok”
5. Open the SharePoint Central Administration site and setup Outgoing Email
1. Click “System Settings”
2. Click “Configure out-going email Settings”
3. For outbound smtp, type “sharepoint2010”
4. For from address, type “sharepoint@contoso.corp”
5. For reply address, type sharepoint@contoso.corp
6. Click “Ok”
6. Start the “SharePoint Web Services” application pool
1. Open IIS Manager
2. Ensure that the “SharePoint Web Service” application pool is started
7. Start services on a server
1. Open “Central Administration”
2. Click “System Settings”
3. Click “Manage services on server”
4. Start all services, except for “Lotus Notes Connector”

i. NOTE: Install “Document Conversions Load balancer”before you start the launcher service, select “servername” when setting up the launcher service.

ii. For Foundation Search, use the following settings:

1. For Username type, “contoso\administrator”

2. For password, type “Pa$$w0rd

3. For content access account type “contoso\adminsitrator”

4. For password, type “Pa$$w0rd”

5. Click“Start”

iii. For “User Profile Synchronization Service”

1. Click“Start”

2. Select the only “User Profile Service Application”

3. Click“OK”

4. Wait for the status of the job to change to “Started”

1. Ensure Windows Services have started
1. Open the Services Applet
2. Ensure these two service eventually start

i. ForeFront Identity Manager Service

ii. ForeFront Identity manager Synchronization Service

1. Run an IISRESET
2. Configure the User Profile service
1. Click “Application Management”
2. Click “Manage service applications”
3. Click “User Profile Service Application”
4. Click “Manage” in the Ribbon
5. Click “Configure Synchronization Connections”
6. Click “Create new connection”
7. For connection name, type “Contoso.corp”
8. For forest name, type “contoso.corp”
9. For account name, type “contoso\administrator”
10. For password, type “Pa$$w0rd”
11. Click “Populate Containers”

i. NOTE: if you get an error, change the browser settings to IE7.0

1. Expand “Contoso”
2. Select “Users”
3. Click “Ok”
1. Install “Office Web Applications”
1. Type your key
2. Click “I accept the terms…”
3. Click “Continue”
4. Click “Install Now”
5. Click “Close”, leave the checkbox checked
6. Click “Next”
7. Click “Yes”
8. Click “Next”
9. Click “Next”
10. Click “Finish”
2. Create Office Web Applications service applications
1. Open Central Administration
2. Click “Application management”
3. Click “Manage service applications”
4. Click “New->PowerPoint Service Application”
5. For name, type “PowerPoint Service”
6. For pool name, type “PPTPool”
7. Click “OK”
8. Click New->Word Viewing Service”
9. For name, type “Word Viewing Service”
10. For application pool type “WordViewingPool”
11. Click “OK”
12. On the service applications page, click “PowerPoint Service Application”
13. Click “new site collection”
14. For title, type “PPT Broadcast”
15. For the url, in the dropdown select “sites”
16. For the url textbox, type “PPTBroadcast”
17. For template, click “Enterprise”, select “PowerPoint Broadcast Site”
18. For site collection admin, type “administrator”
19. Click “OK”
20. Click “System Settings”
21. Click “Manage services on server”
22. Click “Start” for:

i. PowerPoint Service

ii. Word Viewing Service

1. Open SharePoint PowerShell, run the following commands:
1. Click Start->Programs->Microsoft SharePoint 2010 Products->SharePoint 2010 Mangaement Shell
2. Run the following commands:
   

$acl = Get-Acl HKLM:\System\CurrentControlSet\Control\ComputerName $person = [System.Security.Principal.NTAccount]"Users" $access = [System.Security.AccessControl.RegistryRights]::FullControl $inheritance = [System.Security.AccessControl.InheritanceFlags]"ContainerInherit, ObjectInherit" $propagation = [System.Security.AccessControl.PropagationFlags]::None $type = [System.Security.AccessControl.AccessControlType]::Allow $rule = New-Object System.Security.AccessControl.RegistryAccessRule($person, $access, $inheritance, $propagation, $type) $acl.AddAccessRule($rule) Set-Acl HKLM:\System\CurrentControlSet\Control\ComputerName $acl $e = Get-SPServiceApplication | where {$_.TypeName.Equals("Word Viewing Service Application")} $e.WordServerIsSandboxed = $false $e.WordServerIsSandboxed $p = Get-SPServiceApplication | where {$_.TypeName.Equals("PowerPoint Service Application")} $p.EnableSandboxedViewing = $false $p.EnableSandboxedEditing = $false

1. Open c:\windows\system32\inetsrv\config\applicationHost.config file. Add the line below in the end of the dynamicTypes:
   

<add mimeType="application/zip" enabled="false" />

a. Run IISRESET

1. Download and install the Data Service 1.5 CTP
1. http://www.microsoft.com/downloads/details.aspx?FamilyID=a71060eb-454e-4475-81a6-e9552b1034fc&displaylang=en#filelist
2. Download and install Fiddler
1. www.fiddler2.com

80. Install Desktop Experience

a. Open the “Server Manager”

b. Click “Add Feature”

c. Check the following:

i. Desktop experience

d. Click “Next”

e. Click “Install”

81. Download and install Microsoft SilverLight

82. Download and install Microsoft Identity Framework

a. http://msdn.microsoft.com/en-us/evalcenter/dd440951.aspx

83. Download and install Microsoft Identity Framework SDK

1. http://www.microsoft.com/downloads/details.aspx?familyid=C148B2DF-C7AF-46BB-9162-2C9422208504&displaylang=en
1. Create the “Team Site”
1. Click “Application Management”
2. Click “Manage Web Applications”
3. In the Ribbon, click “New”
4. Ensure that ”Classic Mode Authentication” is enabled
5. For Port, type “100”
6. Under Application Pool, Select Create new Application Pool
7. For Name, type “SharePoint - ALL”
8. For security account, select “contoso\administrator”
9. For the database name, change to “wss_content_100”
10. Click “Ok”, your web application is being created:

i. NOTE: In Production, you should always type a meaningful name for your content databases!

1. Click the “Create Site Collection” Link
2. For Title, type “My Team Site”
3. For Template, Under Collaboration select Team Site
4. For Primary Site Collection administrator, type “Administrator”
5. Click “Ok”
1. Create the “Portal Site”
1. Click “Application Management”
2. Click “Manage Web Applications”
3. In the Ribbon, click “New”
4. Ensure that ”Classic Mode Authentication” is enabled
5. For Port, type “112”
6. Under Application Pool, Select “Use Existing Application Pool”
7. For Name, type “SharePoint - ALL”
8. For the database name, change to “wss_content_112”
9. Click “Ok”, your web application is being created:
10. Click the “Create Site Collection” Link
11. For Title, type “My Portal Site”
12. For Template, Under “Publishing” select “Publishing Site”
13. For Primary Site Collection administrator, type “Administrator”
14. Click “Ok”
2. Make the quicklaunch bar horizontal and add the following items to quicklaunch (you can do this by navigating to the respective program icon in the start menu, right click, Add To Quick Launch)
1. SharePoint Designer 2010
2. Visio 2010
3. Visual Studio 2010
4. SQL Server Management Studio
5. Visual Studio Command Prompt

i. Available under start->Microsoft Visual Studio 2010->Visual Studio Tools->Visual Studio Command Prompt

1. A Shortcut to the 14 hive
2. Enterprise library console
3. Services Applet

i. Available under Start->Administrative Tools->Services

1. IIS Manager

i. Available under Start->Administrative Tools->Internet Information Services (IIS) Manager

1. SharePoint Central Administration Console

i. Available under Start->Programs->Microsoft SharePoint 2010 Products->SharePoint 2010 Central Administration

1. SharePoint 2010 management Shell

i. Available under Start->Programs->Microsoft SharePoint 2010 Products->SharePoint 2010 Management Shell

1. Add C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\BIN to the Path variable
1. Right click My Computer, select “Properties”
2. Click “Advanced system settings”
3. Click “Environment variables”
4. Under system variables section, click path, click Edit
5. Go to the end of the string append, “;C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\BIN”
2. Uninstall bad programs
1. Click Start->Control Panel
2. Click “Programs and features”
3. Uninstall “Visual Studio 2010 Beta 2 Tools for SQL Server Compact ENU”
4. Uninstall “Microsoft SQL Server Compact *”
5. Restart the machine
6. Install SQL Server CE x86
7. Install SQL Server CE x64
8. Install SQL Server CE Server Tools x64
9. Reboot your machine