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When SharePoint 2007 was in beta, I wrote a blog article about how to install it on a single machine. This was one of my most popular articles so I thought I’d repeat the process for SharePoint Server 2010 Beta 2.
This article should be read in addition to the official installation guide on TechNet.
Update 21/11/1009: Jie Li also has a great list of tips and resources which he seems to be keeping up to date as information is uncovered. I strongly recommend that you read his Installation Notice for SharePoint 2010 Public Beta article in addition to this one.
This article is based on using Windows Server 2008 R2 as your host OS; SharePoint 2010 can also be installed on Windows 7, but these steps are designed for installing on Windows Server 2008 R2 as I think that will be the most common scenario in dev/test environments. Please see the information about a hot fix required for Windows Server 2008 R2 in the 'general prerequisites' section.
For the purposes of this article it does not matter if the host OS is physical or virtual, however I imagine that most readers will be using virtualisation initially to test these steps out.
Bear in mind that SharePoint 2010 will only run on a x64 OS which excludes being able to use Microsoft Virtual PC 2007 or Microsoft Virtual Server 2005 as they can only host x86 guests. This only leaves either Windows Server 2008 Hyper-V hosted VMs or Windows 7’s ‘VHD Boot’ feature as valid virtualisation options (from the Microsoft stack at least).
Update 23/11/2009: I have updated my advice to use a full install of SQL Server 2008. Previously, I had advocated using the built-in version of SQL in what is known as a ‘standalone’ configuration, but there are a few bugs with this is beta 2 so I’ve update this article for a full install of SQL 2008 in what is know as a ‘farm’ configuration. As a result this whole section of the article has been updated.
Ensure your machine meets the following pre-requisites:
In order to get the best experience in SharePoint 2010 you actually need to install two separate pieces of software, both of which are available on MSDN subscriber downloads if you are a subscriber.
The two packages you should download (in addition to the various patches outlined in the ‘General Pre-Requisites’ section) are:
Don’t forget to also get your product keys.
If you are not an MSDN subscriber, you can register to download SharePoint 2010 here.
SharePoint 2010 has several pre-requisite pieces of software which are neatly packaged into a pre-requisite installer that comes with the download. The server will need to be connected to the internet during this stage as it will download the latest versions of various beta components. If you cannot get your server online, you can download the pre-requisites separately, refer to Jie Li’s SharePoint 2010 Pre-Requisites Download Links article for the links.
To install the prerequisites, follow these steps:
Once the above pre-requisites are installed, you will also need to install a patch for WCF:
Update 04/12/09: This WCF hot fix has been moved to after the SharePoint pre-requisites because it will not work if you attempt to install if before the pre requisites and more details have been added.
This section will guide you through the base installation of SharePoint 2010.
At this point SharePoint 2010 is installed and a default farm has been configured.
As with SharePoint 2007, SharePoint 2010 has a vast array of configuration options and it is not feasible to include them all in this article, therefore the following are recommended (but optional) steps that will cover the basic configuration that is suitable for most scenarios.
This section uses a wizard to configure the basic services for your farm.
Update 22/11/2009: In beta 2 there are some issues with the user profile synchronisation service application. The main issue is that it does not work in a standalone deployment, i.e. using the built-in version of SQL. If you are using a farm (separately installing full SQL server) and want to experiment with the service, you may wish to refer to this blog article which has a list of steps to get the service working: http://blogs.msdn.com/sharepoint/archive/2009/11/18/path-to-user-profile-synchronization-success-in-sharepoint-2010-beta.aspx
The Office Web Applications (browser based versions of Word, Excel, OneNote and PowerPoint) are part of a separate install which goes on top of SharePoint 2010. When installed, these appear as service applications within Central Administration. This section will guide you through the installation and configuration of the Office Web Applications.
I hope these steps work well for you, I’ve tested them myself and with colleagues on the various builds leading up to the general beta 2 release. If you do see any variations, please either log a comment and/or contact me directly and I’d be happy to update the article accordingly if enough people see the same variations or have the same problems.
This article was published by
Martin Kearn Senior Consultant Microsoft Consulting Services UK Martin.Kearn@Microsoft.com
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Please feel free to contact me directly via email or via the blog comments if you have something to say about this article.