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Single Server Deployment (Windows SharePoint Services 2.0)

SharePoint 2003

Updated: 08-22-2005

The quickest way to get started with Microsoft Windows SharePoint Services is to install it on a single server computer. This allows you to set up a small scale installation to host several Web sites, without performing a lot of steps. When you install Windows SharePoint Services on a single server, you can choose between the following options:

  • By using the Typical option during Setup with default settings, you can install Windows SharePoint Services and publish a working Web site (based on WMSDE) in minutes. When you install Windows SharePoint Services by using the Typical option with default settings, the Setup program automatically installs Microsoft SQL Server 2000 Desktop Engine (Windows) (WMSDE) and uses it to create the database for your Web sites. You don't have to perform any other configuration steps to create the database. This installation scenario offers you the ability to host several Web sites without a lot of overhead.

    NoteNote:

    You can also install Windows SharePoint Services using the Typical option and specify the location of the WMSDE database.

  • Using the Server Farm option, you can install Windows SharePoint Services to work with an existing installation of Microsoft SQL Server 2000 Service Pack 3 or later. This installation scenario allows you to support a larger set of Web sites. When you use this method, you must perform additional steps to configure SQL Server and Windows SharePoint Services to work together. Consider using SQL Server instead of WMSDE if you anticipate supporting more than 10 active and large Web sites. You can also use SQL Server on a remote server to handle larger scale installations. For more information about installing Windows SharePoint Services with a separate SQL Server computer, see Remote SQL Server Deployment (Windows SharePoint Services 2.0).

    NoteNote:

    The database size required for Windows SharePoint Services depends on the number and size of the Web sites your server supports.

Preparing the Server

Before you install and configure Windows SharePoint Services, you must ensure that your Web server meets the hardware and software requirements, is running Internet Information Services (IIS) and ASP.NET, and is properly configured for Windows SharePoint Services. For details about preparing the server, see Preparing Front-End Web Servers for Windows SharePoint Services 2.0.

Installing Windows SharePoint Services

This section describes how to install Windows SharePoint Services on Windows Server 2003 and Windows Server 2003 R2.

Because you are installing to a single, stand-alone server, you can run the Setup program as is, accepting all the defaults. During a typical installation, WMSDE is installed as part of the Setup program.

Cc288470.Caution(en-us,office.12).gifCaution:

During Setup, in a typical installation, Windows SharePoint Services extends the default virtual server (Default Web site in IIS) with Windows SharePoint Services. If you have a Web site running on the default Web site in IIS, that Web site will be taken over by Windows SharePoint Services during installation. Also, before installing Windows SharePoint Services, verify that FrontPage 2002 Server Extensions from Microsoft are not running on the virtual server on port 80. If FrontPage 2002 Server Extensions are running on the default virtual server, the virtual server will not be extended when you install Windows SharePoint Services. (If you upgraded from Windows 2000 to Windows Server 2003, FrontPage 2002 Server Extensions were installed by default to port 80.) For more information, see Installation Considerations for Windows SharePoint Services 2.0.

The installation steps vary, depending on whether you are installing Windows SharePoint Services on Windows Server 2003 R2 or a prior version of Windows Server 2003.

Installing Windows SharePoint Services on Windows Server 2003 R2

There are three types of single server installations of Windows SharePoint Services:

Typical installation with default settings

You can use this procedure to perform a typical install of Windows SharePoint Services using default settings, using Manage Your Server.

  1. Click Start, point to All Programs, point to Administrative Tools, and then click Manage Your Server.

  2. On the Manage Your Server page, click Add or remove a role.

  3. In the Preliminary Steps pane, click Next.

  4. In the Server Role pane, click SharePoint Services, and then click Next.

  5. In the Summary of Selections pane, click Next.

  6. When prompted, insert CD 2 of Windows Server 2003 R2 or browse to the network share you installed from and locate setupsts.exe.

  7. Click Open.

  8. Click OK to start the installation of Windows SharePoint Services.

  9. When the installation completes, click Finish.

    NoteNote:

    The SharePoint role will now appear in Managing Your Server with links to the global administration page, default Web site, and Windows SharePoint Services help.

Proceed to After Installing Windows SharePoint Services with WMSDE.

Typical installation specifying the location of the WMSDE database

  1. Insert CD 2 of Windows Server 2003 R2 into the local CD drive.

  2. Click Start, and then click Run.

  3. In the Open box, type cmd, then click OK.

  4. In the command prompt window, navigate to the %drive%\cmpnts\r2 directory, where %drive% is the drive letter of your CD drive.

  5. At the command prompt, type setupsts.exe /datadir=%drive%\path\\> ;, where %drive% is the drive letter and path is the path on which you want to install WMSDE.

  6. Press ENTER.

  7. On the End-User License Agreement screen, review the terms, select the I accept the terms in the License Agreement check box if you agree to the terms, and then click Next.

  8. On the Type of Installation screen, click Typical Installation, and then click Next.

  9. On the Summary screen, click Install.

Setup runs and installs Microsoft Windows SharePoint Services and WMSDE to the specified path. When Setup completes, proceed to After Installing Windows SharePoint Services with WMSDE.

Installing Windows SharePoint Services to Use SQL Server

Before you are ready to install Windows SharePoint Services, you must be sure that SQL Server 2000 with Service Pack 3 or later or SQL Server 2005 is installed and ready to host Windows SharePoint Services data.

If you want to use Windows SharePoint Services with SQL Server 2000 or SQL Server 2005 on the same computer, you must take specific steps to configure your server computer before, during, and after installing Windows SharePoint Services. This topic describes the steps needed to configure a single server running both Windows SharePoint Services and SQL Server 2000 or SQL Server 2005. This topic does not cover using a remote SQL Server computer. For more information about using SQL Server on a remote computer, see Remote SQL Server Deployment (Windows SharePoint Services 2.0).

Preparing SQL Server

You must configure your SQL Server installation to work with Windows SharePoint Services. For Windows SharePoint Services to be able to connect to your SQL Server database, it is recommended that you configure the SQL Server database to use Windows authentication.

The steps for configuring SQL Server differ between SQL Server 2000 or SQL Server 2005.

Enable Windows authentication for SQL Server 2000

  1. On your server computer, click Start, point to All Programs, point to Microsoft SQL Server, and then click Enterprise Manager.

  2. In Enterprise Manager, click the plus sign (+) next to Microsoft SQL Servers.

  3. Click the plus sign (+) next to SQL ServerGroup.

  4. Right-click the SQL Server name, and then click Properties.

  5. In the Properties dialog box, click the Security tab.

  6. Under Authentication, select Windows only, and then click OK.

If you have used a domain account that does not already have database creation rights in SQL Server, you can give the account this access using Enterprise Manager in SQL Server 2000. This is a one-time-only change. After you have granted database creation permission to the account used by the Windows SharePoint Services administration virtual server, this account can create databases for any subsequent virtual servers. Proceed to "Grant database creation rights in SQL Server 2000."

Enable Windows authentication for SQL Server 2005

  1. On your server computer, click Start, point to All Programs, point to Microsoft SQL Server 2005, and then click SQL Server Management Studio.

  2. On the Connect to Server screen, select the name of the local server from the Server name drop-down list.

  3. Select Windows Authentication from the Authentication drop-down list and then click Connect.

  4. In Object Explorer, right-click the server name and then click Properties.

  5. On the Server Properties - <Servername> screen, in the Select a page section, click Security.

  6. In the Server authentication section, select Windows Authentication mode, and then click OK.

If you have used a domain account that does not already have database creation rights in SQL Server, you can give the account this access using SQL Server Management Studio. This is a one-time-only change. After you have granted database creation rights to the account used by the Windows SharePoint Services administration virtual server, this account can create databases for any subsequent virtual servers. Proceed to "Grant database creation rights in SQL Server 2005" below.

Grant database creation rights in SQL Server 2000

  1. On your server computer, click Start, point to All Programs, point to Microsoft SQL Server, and then click Enterprise Manager.

  2. In Enterprise Manager, click the plus sign (+) next to Microsoft SQL Servers, click the plus sign (+) next to SQL ServerGroup, and then click the plus sign (+) next to your SQL Server computer.

  3. Click the plus sign (+) next to Security, and then right-click Logins, and click New Login.

  4. In the Name box, type the account in the form DOMAIN\name.

  5. Click the Server Roles tab.

  6. In the Server Role list, select the Security Administrators and Database Creators check boxes, and then click OK.

Proceed to Running Setup.

Grant database creation rights in SQL Server 2005

  1. On your server computer, click Start, point to All Programs, point to Microsoft SQL Server 2005, and then click SQL Server Management Studio.

  2. On the Connect to Server screen, select the name of the local server from the Server name drop-down list.

  3. Select Windows Authentication from the Authentication drop-down list and then click Connect.

  4. In Object Explorer, click the plus sign (+) next to Security.

  5. Right-click Logins, and then click New Login.

  6. In the Login – New screen, in the Login name box, type the account in the form of DOMAIN\accountname.

  7. In the Select a page section, click Server Roles.

  8. In the Server roles list, select the securityadmin and dbcreator check boxes, and then click OK.

Running Setup

By default, when you install Windows SharePoint Services, the Setup program installs WMSDE. To use Windows SharePoint Services with SQL Server, you must install Windows SharePoint Services without installing WMSDE. To do so, you run the Setup program with the Server Farm option.

Install Windows SharePoint Services with SQL Server 2000 or SQL Server 2005

  1. Click Start, point to Control Panel, and then click Add or Remove Programs.

  2. Click Add/Remove Windows Components.

  3. In the Windows Components dialog box, scroll down and locate Windows SharePoint Services, select its check box, and then click Next to begin installation.

  4. When prompted, insert the Windows Server 2003 R2 CD 2 and browse to %drive%\cmpnents\r2\setupsts.exe, where %drive% is the drive letter of your CD drive.

  5. Click Open, and then click OK.

  6. When the Installation Screen appears, click Server Farm, and then click Next.

  7. On the Summary page, verify that only Windows SharePoint Services will be installed, and then click Install.

    When the installation is complete, your browser opens the Configure Administrative Virtual Server page.

  8. Choose to either use an existing application pool or create a new application pool.

  9. Select either a predefined security account or a configurable security account.

  10. Choose either NTLM or Kerberos authentication in the Security configuration section.

    NoteNote:

    Choosing Kerberos authentication will require additional steps if you are using a domain account. The account must be configured as a Service Principal Name (SPN). You must have domain administrator rights to configure a Service Principal Name (SPN). Refer to the Microsoft Knowledge Base article 832769: How to configure a Windows SharePoint Services virtual server to use Kerberos authentication for additional information.

  11. Click OK.

  12. When the Application Pool Changed page appears, click Start, and then click Run.

  13. Type iisreset, and then click OK.

  14. When the command completes, click OK.

    The Set Configuration Database Server page appears.

  15. Type the NETBIOS name of the server running SQL Server 2000 or SQL Server 2005.

  16. Type the SQL Server database name or click the check box to use an existing configuration data base.

  17. Select the connection type to use either Integrated Windows or SQL authentication.

  18. Select the Active Directory Account Creation mode you want to use.

    NoteNote:

    This mode cannot be changed at a later time without uninstalling and reinstalling Windows SharePoint Services.

  19. Click OK.

    The Windows SharePoint Services Central Administration page appears.

  20. Minimize or close this page and click Finish.

Proceed to After Installation.

Installing Windows SharePoint Services on Windows Server 2003

Windows Server 2003 requires downloading Windows SharePoint Services prior to installation.

There are three types of single server installations of Windows SharePoint Services:

Typical installation with default settings

  1. Download STSV2.exe to your computer. You can download STSV2.exe from the Microsoft Download Center (http://go.microsoft.com/fwlink/?LinkID=75024&clcid=0x409).

  2. Run STSV2.exe to extract the installation files.

    The installation files will be extracted to the %drive%:\program files\STS2setup_LCID directory (where LCID is the locale ID for the version of Windows SharePoint Services you extracted).

  3. On the End-User License Agreement page, review the terms, select the I accept the terms in the License Agreement check box if you agree to the terms, and then click Next.

  4. On the Type of Installation page, click Typical Installation, and then click Next.

  5. On the Summary page, click Install.

Setup runs and installs Microsoft Windows SharePoint Services and WMSDE. Proceed to After Installing Windows SharePoint Services with WMSDE.

Typical installation specifying the location of the WMSDE database

If you want to specify the location in which to install the WMSDE database, you can use the /datadir= option with the setupsts.exe command line tool during setup.

The syntax is as follows:

setupsts.exe /datadir=" \\"

For example, to install the WMSDE database to the d:\program files\wmsdedata\ directory, you would type the following command:

setupsts.exe /datadir="d:\program files\wmsdedata\\"

Download and install Windows SharePoint Services, specifying the location of the WMSDE database

  1. Download STSV2.exe to your computer. You can download STSV2.exe from the Microsoft Download Center (http://go.microsoft.com/fwlink/?LinkID=75024&clcid=0x409).

  2. Run STSV2.exe to extract the installation files.

    The installation files will be extracted to the %drive%:\program files\STS2setup_LCID directory (where LCID is the local ID for the version of Windows SharePoint Services you extracted).

  3. When the Windows SharePoint Services installation starts, click Cancel.

  4. Click Start, and then click Run.

  5. In the Open box, type %drive%:\program files\STS2Setup_<LCID>\setupsts.exe /datadir="<path>\\" (where "LCID" is the locale ID for the version you installed, and "path" is the path where you want to install WMSDE). For example, if you installed the U.S. English version of STSV2.exe, then the folder is c:\program files\STS2Setup_1033.

  6. Click OK. The Windows SharePoint Services Setup program opens.

  7. On the End-User License Agreement panel, review the terms, and then select the I accept the terms in the License Agreement check box, and then click Next.

  8. On the Type of Installation panel, click Typical Installation, and then click Next.

  9. On the Summary panel, click Install.

Setup runs and installs Microsoft Windows SharePoint Services and WMSDE to the specified path. Proceed to After Installing Windows SharePoint Services with WMSDE.

Installing Windows SharePoint Services to use SQL Server

Before you are ready to install Windows SharePoint Services, you must be sure that SQL Server 2000 with Service Pack 3 or later or SQL Server 2005 is installed and ready to host Windows SharePoint Services data.

If you want to use Windows SharePoint Services with SQL Server 2000 or SQL Server 2005 on the same computer, you must take specific steps to configure your server computer before, during, and after installing Windows SharePoint Services. This topic describes the steps needed to configure a single server running both Windows SharePoint Services and SQL Server 2000 or SQL Server 2005. This topic does not cover using a remote SQL Server computer. For more information about using SQL Server on a remote computer, see Remote SQL Server Deployment (Windows SharePoint Services 2.0).

Preparing SQL Server

You must configure your SQL Server installation to work with Windows SharePoint Services. For Windows SharePoint Services to be able to connect to your SQL Server database, it is recommended that you configure the SQL Server database to use Windows authentication.

The steps for configuring SQL Server differ between SQL Server 2000 or SQL Server 2005.

Enable Windows authentication for SQL Server 2000

  1. On your server computer, click Start, point to All Programs, point to Microsoft SQL Server, and then click Enterprise Manager.

  2. In Enterprise Manager, click the plus sign (+) next to Microsoft SQL Servers.

  3. Click the plus sign (+) next to SQL Server Group.

  4. Right-click the SQL Server name, and then click Properties.

  5. In the Properties dialog box, click the Security tab.

  6. Under Authentication, select Windows only, and then click OK.

If you have used a domain account that does not already have database creation rights in SQL Server, you can give the account this access using SQL Server Enterprise Manager. This is a one-time-only change. After you have granted database creation rights to the account used by the Windows SharePoint Services administration virtual server, this account can create databases for any subsequent virtual servers. Proceed to "Grant database creation rights in SQL Server 2000" below.

Enable Windows authentication for SQL Server 2005

  1. On your server computer, click Start, point to All Programs, point to Microsoft SQL Server 2005, and then click SQL Server Management Studio.

  2. On the Connect to Server screen, select the name of the local server from the Server name drop-down list.

  3. Select Windows Authentication from the Authentication drop-down list and then click Connect.

  4. In Object Explorer, right-click the server name and then click Properties.

  5. On the Server Properties - <Servername> screen, in the Select a page section, click Security.

  6. In the Server authentication section, select Windows Authentication mode, and then click OK.

If you have used a domain account that does not already have database creation rights in SQL Server, you can give the account this access using SQL Server Management Studio. This is a one-time-only change. After you have granted database creation rights to the account used by the Windows SharePoint Services administration virtual server, this account can create databases for any subsequent virtual servers. Proceed to "Grant database creation rights in SQL Server 2005" below.

Grant database creation rights in SQL Server 2000

  1. On your server computer, click Start, point to All Programs, point to Microsoft SQL Server, and then click Enterprise Manager.

  2. In Enterprise Manager, click the plus sign (+) next to Microsoft SQL Servers, click the plus sign (+) next to SQL Server Group, and then click the plus sign (+) next to your SQL Server computer.

  3. Click the plus sign (+) next to Security, and then right-click Logins, and click New Login.

  4. In the Name box, type the account in the form DOMAIN\name.

  5. Click the Server Roles tab.

  6. In the Server Role list, select the Security Administrators and Database Creators check boxes, and then click OK.

Proceed to Running Setup.

Grant database creation rights in SQL Server 2005

  1. On your server computer, click Start, point to All Programs, point to Microsoft SQL Server 2005, and then click SQL Server Management Studio.

  2. On the Connect to Server screen, select the name of the local server from the Server name drop-down list.

  3. Select Windows Authentication from the Authentication drop-down list and then click Connect.

  4. In Object Explorer, click the plus sign (+) next to Security.

  5. Right-click Logins, and then click New Login.

  6. In the Login – New screen, in the Login name box, type the account in the form of DOMAIN\accountname.

  7. In the Select a page section, click Server Roles.

  8. In the Server roles list, select the securityadmin and dbcreator check boxes, and then click OK.

Running Setup

By default, when you install Windows SharePoint Services, the Setup program installs WMSDE. To use Windows SharePoint Services with SQL Server, you must install Windows SharePoint Services without installing WMSDE. To do so, you run the Setup program with the Server Farm option.

Install Windows SharePoint Services with SQL Server 2000 or SQL Server 2005

  1. Download STSV2.exe to your computer. You can download STSV2.exe from the Microsoft Download Center (http://go.microsoft.com/fwlink/?LinkID=75024&clcid=0x409).

  2. Run STSV2.exe to extract the installation files.

  3. When the Windows SharePoint Services installation starts, click Cancel.

  4. Click Start, and then click Run.

  5. In the Open box, type %drive%\folder\setupsts.exe remotesql=yes (where %drive% is the drive letter in which SP2 exists and folder is the path to the Setupsts.exe file on your local computer). For example, if you downloaded the U.S. English version of STSV2.exe to drive c, then the path is c:\program files\STS2Setup_1033.

  6. Click OK. The Windows SharePoint Services Setup program opens.

  7. On the End-User License Agreement page, review the terms, and then select the I accept the terms in the License Agreement check box, and then click Next.

  8. On the Type of Installation page, click Server Farm, and then click Next.

  9. On the Summary page, verify that only Windows SharePoint Services will be installed, and then click Install.

  10. Setup runs and installs Windows SharePoint Services.

Proceed to After Installation.

After Installing Windows SharePoint Services with WMSDE

After Setup finishes, your default Web site is extended with Windows SharePoint Services. Your browser window opens to the home page of your new Web site, and you can start adding content right away, or you can customize the site or set administrative options by using HTML Administration pages. Some actions you can take to get users working with your site are:

If you have multiple virtual servers, you can extend additional virtual servers with Windows SharePoint Services. To extend a virtual server, you use HTML Administration pages. For more information, see Extending Virtual Servers (Windows SharePoint Services 2.0).

NoteNote:

If you had a previous version of SharePoint Team Services or FrontPage Server Extensions, you will need to upgrade the virtual server, rather than extend it. For more information, see Upgrade Considerations (Windows SharePoint Services 2.0).

After you have used Windows SharePoint Services with WMSDE for some time, you may run into performance or storage problems, and you may need to move to a more scaled out solution. If you find yourself in this situation, you can switch to using Microsoft SQL Server 2000 or SQL Server 2005 as your database instead of WMSDE. For more information, see Migrating from WMSDE to SQL Server 2000 (Windows SharePoint Services 2.0) and Migrating from WMSDE to SQL Server 2005 (Windows SharePoint Services 2.0).

After Installation

After the Setup process is complete, you can configure your administrative virtual server (including specifying an application pool to use for the virtual server processes), connect to SQL Server, and then configure your virtual servers with Windows SharePoint Services. You perform these steps by using HTML Administration pages.

Configure the administrative virtual server

  1. On the Configure Administrative Virtual Server page, in the Application Pool section, select Create a new application pool.

    NoteNote:

    You can also use an existing application pool, but any Web application that is using the same application pool can modify the Windows SharePoint Services databases. This is a potential security risk.

  2. In the Application pool name box, type the name to use for the new application pool, and then specify whether to use a predefined or configurable security account for the application pool. The account you use must have rights to create databases in SQL Server. In other words, this account must be a member of the Security Administrators and Database Creators roles in SQL Server.

    • If you selected Predefined, select the security account to use.

    • If you selected Configurable, type the user name and password to use.

  3. Click OK.

After you configure the administrative virtual server (and grant SQL Server rights to the new application pool account, if necessary), you must restart Internet Information Services (IIS) by typing iisreset on the command line. After IIS is reset, you can click the link on the Application Pool Changed page to continue configuring Windows SharePoint Services to work with SQL Server.

Connect to SQL Server

  1. On the Set Configuration Database Server page, in the Configuration Database section, enter the NETBIOS name of the server and database name to use.

  2. Under Database connection type, select Use Windows integrated authentication (more secure, recommended).

  3. Click OK.

Extending a Virtual Server with Windows SharePoint Services

After you set up the connection to SQL Server, you are ready to extend your virtual servers with Windows SharePoint Services. When you extend a virtual server, Windows SharePoint Services is applied to a virtual server and a top-level Web site is created. To extend a virtual server, you use HTML Administration pages.

Extend a virtual server with Windows SharePoint Services and connect to SQL Server

  1. On the SharePoint Central Administration page, click Extend or upgrade virtual server.

  2. On the Virtual Server List page, click the name of the virtual server to extend.

  3. On the Extend Virtual Server page, in the Provisioning Options section, select Extend and create a content database.

  4. In the Application Pool section, select either Use an existing application pool or Create a new application pool. If you selected Use an existing application pool, select the application pool to use. If you selected Create a new application pool, enter the new application pool name, user name, and password to use.

    NoteNote:

    It is recommended that you create a new application pool for each virtual server, so that they run in separate processes. This application pool should use a domain account, but it does not need to have database creation rights in SQL Server — the administration virtual server account will create any databases required.

    If you selected Use an existing application pool, select the application pool to use. If you selected Create a new application pool, enter the new application pool name, user name, and password to use.

  5. In the Site Owner section, in the Account name box, type the user name for the site owner (in the format DOMAIN\username if the user name is part of a Windows domain group).

  6. In the E-mail address box, type the e-mail address that corresponds to the account.

  7. In the Database Information section, select the Use default content database server check box, or type the database server name and database name to use for a new content database.

  8. If you want to specify a path for the URL, in the Custom URL path box, type the path to use.

    NoteNote:

    If you are using quotas, you can also specify the quota template to apply in the Quota Settings section.

  9. In the Site Language section, select the language to use.

  10. Click OK.

After a few moments, the virtual server is extended and a confirmation page is displayed. You can open the home page for your new Web site in your browser by using a link on the confirmation page. You can continue to extend other virtual servers or configure Self-Service Site Creation so users can create their own sites. For more information about allowing users to create their own Web sites based on Windows SharePoint Services, see Configuring Self-Service Site Creation (Windows SharePoint Services 2.0).

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