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Tuesday, August 31, 2010

Checklist for a Virtual SharePoint 2007 Developer's Build

This is a quick Blog that provides a checklist for a virtual SharePoint 2007 developer's build:

1. Software List:
a. Virtual PC 2007
b. Windows Server 2003 R2
c. Microsoft SQL Server 2008 Enterprise
d. Microsoft Office SharePoint Server 2007 for Enterprise
e. SMTP Server
f. POP3 Server
g. Visual Studio 2008 Professional
h. SharePoint Designer 2007
i. Microsoft Office Viso 2007
j. Microsoft Office InfoPath 2007
k. Microsoft Office 2007 Professional
l. Microsoft Windows SDK v6.0A
m. Office SharePoint Server 2007 SDK
n. MSDN Library for Visual Studio 2008
o. Visual Studio Extensions for WSS 3.0 v1.3
p. WSPBuilder
q. Snippy – Visual Code Snippet Editor
r. NClass
s. SharePoint ULS Log Viewer
t. Windows PowerShell and PowerShell ISE
u. All Microsoft High Priority Updates

2. Virtual PC Install and Configuration:
a. Download Virtual PC 2007 (VPC07)
b. Install VPC07
c. Create a new Virtual Hard Drive (VHD)
d. Allocate 2750 KB’s of RAM to the VHD
e. Allocate at Least 100 GB of disk space to the VHD
f. Enable Undo Disk
g. Enable CD\DVD Second Controller
h. Set Floppy Disk to Auto Detect
i. Set COM 1 to the Physical COM 1 Port
j. Set LPT 1 to the Physical LPT 1 Port
k. Configure Networking to use the host system’s NIC
l. Enable Sound
m. Enable Hardware-Assisted Virtualization
n. Create a Share Folder
o. Set Display to use the guest operating system’s resolution
p. Set Close to Display all three options at shutdown: Save State, Shut Down, Turn Off

3. Operating System Install and Configuration:
a. Install Windows 2003 R2
   i. Obtain the proper ISO images and license Keys
   ii. Run Install Disk 1
   iii. Set Administrator’s Password
   iv. Run Install Disk 2
   v. Turn off Automatic Updates (this system will not be allowed to access the Internet)
   vi. Turn off Windows Firewall
b. Install Service Packs and Updates
   i. Install Windows Server 2003 R2 Service Pack 2
   ii. Got to the Windows Update Site and install all required updates
c. Assign Application Server Role to the Server
   i. From Manage Your Server assign the Application Server role
   ii. Install FrontPage Extensions
   iii. Enable ASP.NET
d. Install Active Directory Role
   i. From Manage Your Server assign the Active Directory role
   ii. Ignore the message about Static IP, choose Dynamically Assigned IP
   iii. FQDN:“v” for virtual)
   iv. Choose the option to install and configure DNS on the local server
e. Create all the SharePoint Service Accounts in Active Directory (See the MOSS 07 Installation Guide pages 12-14 for more detail)
f. Set all SharePoint Service Account GPO’s Directory (See the MOSS 07 Installation Guide pages 12-14 for more detail)
g. Create User Test Accounts in the Active Directory Users OU (password never expires): John Smith, Jane Smith, Joe Smith, June Smith
h. Check Windows Event Logs for errors and correct as needed

4. Database Server Install and Configuration:
a. Install SQL Server 2008
   i. Run the Installation Wizard
   ii. At the Feature Selection install step choose to install “All Features”
   iii. Choose “Default Instance”
   iv. Set SQL Agent to “Automatic”
   v. For SQL Server Reporting Services install the SharePoint Integration Mode Default Configuration
b. Install SQL Server 2008 Service Pack 1
c. Install the Adventure Works Database (the Adventure Works Database contains sample data for developing reporting applications)

5. Microsoft Office SharePoint Server 2007 Installation and Configuration:
a. Complete SharePoint 2007 Pre-Install Steps
   i. Disable Windows Fire Wall
   ii. Disable Internet Explorer Enhanced Security
   iii. Configure Component Services Directory (See the MOSS 07 Installation Guide pages 19-21 for more detail)
   iv. Install the SMTP Mail Server (* Access to production Exchange or other external Mail servers will not be allowed on the Development Server, this step is taken only to provide the capability to receive mail from another server in the Development environment.)
b. Install SharePoint
   i. Run the SharePoint Products and Technologies Configuration Wizard
   ii. Choose New Server Farm
   iii. Choose Complete Install
   iv. Use the SPSServerFarm account for the Database access account
c. Install Windows SharePoint Services 3.0 Service Pack 1
d. Install 2007 Microsoft Office Servers Service Pack 1
e. Perform Basic SharePoint 2007 Configuration (See the MOSS 07 Installation Guide pages 19-21 for more detail)
   i. Choose Single Server or Web Server
   ii. Start Windows SharePoint Services Help Search
      1. Service Account: Domain\SPSWSSSearch
      2. Content Access Account: Domain\SPSWSSCrawl
   iii. Configure and Office SharePoint Server Search Service
      1. Use this server for indexing content
      2. Use this server for serving search queries
      3. Farm Search Service Account: Domain\SPSMOSSCrawl
      4. Index Performance Partly Reduced
      5. Use All Web Front Ends for Crawling
   iv. Start Excel Calculation Services
   v. Create the Portal Web Application Pool (Port - 80)
   vi. Create the Portal Site Collection
   vii. Create the SSP Web Application Pool (Port - 400)
   viii. Create the MySite Web Application Pool (Port - 8000)
   ix. Create the SSP using the SSP and MySite Web Application Pools
   x. Configure Workflow Settings
   xi. Configure Outgoing E-mail
   xii. Enable Excel Services
   xiii. Configure Diagnostic Logging
   xiv. Enable Self Service Site Creation
   xv. Configure Session State (120 Minutes)
   xvi. Enable Features on Existing Sites
f. SharePoint Advanced Configuration
   i. Create managed paths: Search, Record Center, Report Center, Document Center, Publishing, collaboration, Development
   ii. Create a Record Center
   iii. In Central Administration, set the Record Center as the default
   iv. Create a Report Center
   v. Create a Document Center
   vi. Create a Publishing Site
   vii. Create a Collaboration Portal
   viii. Create a Search Center
   ix. Configure the Record Center, Document Center, Report Center, to use the Search Center for Advanced Search (See the MOSS 07 Installation Guide pages 97-98 for more detail)
   x. Publish Links for the Document Center, Publishing Portal and Collaboration Portal
   xi. Enable Usage Processing, 15 Log Files, Times - between 8:00 and 6:00 PM
   xii. Create Content Sources for the Portal, Record Center, Report Center, and Document Center
   xiii. Schedule Weekly Full Crawls for the Content Sources
   xiv. Schedule Incremental Crawls for the Content Sources
   xv. Run Full Crawl on all Content Sources
   xvi. Create a MySite (as Administrator)
   xvii. Configure Diagnostic Logging as needed for Development, example:
      1. Web Part Development: Category – Web Parts, Least Critical Event Log – Error, Least Critical Trace Log – Medium
      2. Workflow Development: Category – Workflow Features, Least Critical Event Log – Error, Least Critical Trace Log – Medium
g. Shared Service Provider Configuration
   i. Configure Usage Reporting:
      1. Enable Advanced Usage Analysis Processing
      2. Enable Search Query Logging
   ii. Start a Full User Profile Import
   iii. After Import has completed remove all profiles except the test users and the administrator
   iv. Create an Audience for Administrator’s, skills = Administrator, compile Audience
h. Configure Search in CA
   i. Contact E-Mail:
   ii. Do not connect by using a proxy server
   iii. Timeouts: Connection – 60, Request – 60
   iv. Ignore SSL Certificate Warnings
i. Configuration Search in SSP
   i. Configure the Full Crawl Schedule for the Default Content Type
   ii. Configure the Incremental Crawl Schedule for the Default Content Type
   iii. Start a Full Crawl
   iv. After the Full Crawl has completed examine the Crawl Log for Errors and Correct as Needed

6. Development Tools Installs and Configurations:
a. Visual Studio 2008
   i. Install Visual Studio 2008
   ii. Install MSDN Library
   iii. Install Visual Studio 2008 SP1
b. Install SharePoint 2007 SDK 1.5
c. Install Visual Studio Extensions for WSS3.0 1.4 (for Visual Studio 2008)
d. Install SharePoint Designer 2007

7. Office Application Installs and Configurations:
a. Install Office 2007 Professional
b. Install Office 2007 Professional Updates
c. Activate Microsoft Office Products

8. SharePoint Tools Installs
a. Install WSP Builder
b. Install Snippy
c. Install NClass
d. Install SharePoint ULS Log Viewer
e. Windows PowerShell and PowerShell ISE

9. Activate All Software Products Online

And that's all there is to it!

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