Publishing a Windows SharePoint Services Site on Windows Small Business Server 2003

Updated: May 27, 2009

Applies To: Windows SBS 2003

Note

The information in this document applies to the Microsoft® Windows® Small Business Server 2003 server software with Service Pack 1 or to Windows Small Business Server 2003 R2 (Windows SBS). This document does not include information about publishing a Windows SharePoint® Services site that external users can access by using Microsoft Internet Security and Acceleration (ISA) Server.

Note

The intended audience for this document is administrators of Windows SBS. The skill level required to complete the steps in this document assumes general knowledge of how to install, configure, and update Microsoft Office applications and Windows operating systems, and a basic understanding of the concepts of user accounts, groups, and shared folders in a client/server environment.

Your organization may require an efficient way for teams to share files, folders, and resources and to easily work together on documents with people who are not using the local computer network. By using Windows SharePoint Services, which is included in Windows SBS, teams can easily work together, sharing information with external users.

What is Windows SharePoint Services? It is a way for teams to work together. By using Windows SharePoint Services, teams can upload, save, and work together on documents over the Internet. They can communicate ideas and share information more easily. And they can create, author, and administer team Web sites to help organize their projects.

Before You Begin

Prerequisites

Before you begin the steps in this document, you must do the following:

  • Complete Setup for Windows SBS, including the Connect to the Internet task in the To Do List.

  • Register a domain name with an accredited registrar.

Terms and Definitions

The following key terms are associated with hosting a Windows SharePoint Services Web site:

A resource record   A domain name system (DNS) resource record that maps server names with IP addresses.

Anonymous authentication   An authentication mechanism that does not require user accounts and passwords. Anonymous authentication is used on the Internet to grant visitors restricted access to predefined public resources.

Anonymous user   A user who accesses content on a Web site without providing a user login and password.

Authenticated user   A user who has a user account on the server and who must provide a user name and password to access network resources.

CNAME resource record Canonical name resource record, also called a domain alias. A CNAME resource record points a new name to an already established A resource record.

External users   Users who have access only to the Windows SharePoint Services Web site.

Extranet A private network that uses the Internet to share business information with suppliers, vendors, partners, customers, or other businesses. You can think of an extranet as part of your intranet that is extended to users outside of your organization and accessible from the Internet.

Fully qualified domain name (FQDN)   A DNS name that uniquely identifies the computer on the network.

Host header names   A server that is running Internet Information Services (IIS) can host multiple Web sites using a single IP address. Host header names identify the individual Web sites that are sharing a single IP address. For example, if you register two domains, wingtiptoys.com and contoso.com, they each run on separate virtual servers and appear to be separate Web sites, but they share the same IP address.

Internal users   Users who are on the local computer network.

Intranet A private network that you can use to share information with your organization's members, employees, or others who have authorization.

Secure Sockets Layer (SSL)   A protocol that supplies secure data communication through data encryption and decryption. It can be used for Web applications that require an encrypted link, such as e-commerce applications, or for controlling access to Web-based subscription services.

Virtual Server   A server that appears to users as an independent, stand-alone server, but that is actually running on a computer that is shared by several other virtual servers. You can configure each virtual server as an independent Web site, with its own host name, content, and security settings.

Web site   A virtual server that resides on a Web server but that appears to the user as a separate Web server. Several Web sites can reside on one computer, each capable of running its own programs. Each Web site has its own fully qualified domain name, and each appears to the user as an individual Web site. Also called a virtual server.

Process Steps

To deploy a Windows SharePoint Services site (also called an extranet) that external users can access, complete the following steps:

  1. Plan the Web site.

  2. Configure your network adapter.

  3. Create the Web site.

  4. Enable encrypted communication between the Web server and the client computer.

  5. Convert your Web site to an extranet, and apply a template.

  6. Set up user accounts for external users.

  7. Enable users to access the extranet.

  8. Configure the site to be accessible from the intranet.

If you plan to publish multiple extranets on your server, you must complete all of these steps for each site.

Step 1: Plan the Web Site

The first step is to plan the Web site. In this step, you gather information about your network, and you decide what to name your Web site, who is responsible for administering it, and who will have access to it. Table 1 at the end of this list can help you organize this information. You will use the information that you record in Table 1 to complete the steps in this document.

  1. Determine the type of Internet connection. You may have one of the following types of Internet connections:

    • Router connection and one network adapter. This is a broadband connection that requires a router, such as a dial-on-demand router or an ISDN router. Your Internet service provider (ISP) supplies an IP address for the router interface that connects to the Internet. In this configuration, the local router is the gateway and firewall to the Internet, as shown in Figure 1.

    • Direct broadband connection. This is a broadband connection type that requires an Internet connectivity device, such as a cable modem or a DSL modem. An IP address is not assigned to the network device. Your server must have two network adapters, as shown in Figure 2. One network adapter connects your server to the Internet, and the other one connects your server to the local network. In this configuration, your server is the gateway and firewall to the Internet.

  2. Determine security requirements. Decide whether you want to help secure your Web site by using SSL to encrypt confidential information that is sent to and from the Web server. It is highly recommended that you use SSL.

  3. Determine internal and external IP addresses. Select one of the following four network configurations that represents the internet connection type and how you want your network set up to support your extranet. Use the drawing and description of your network setup to help you determine how many internal and external IP addresses you need to set up a Windows SharePoint Services site for external users.

    • Figure 3. Direct broadband connection, two network adapters, without SSL

      If you do not plan to use SSL and your server has two network adapters, you need one external IP address and one internal IP address. If your broadband connection type requires a static IP address and you do not have one, you must purchase one from an ISP, and you must ask the ISP to create an A resource record that points to that IP address.

    • Figure 4. Direct broadband connection, two network adapters, with SSL

      If you plan to use SSL and your server has two network adapters, you need two external IP addresses and one internal IP address. If your broadband connection type requires static IP addresses and you do not have them, you must purchase them from an ISP, and you must ask the ISP to create A resource records that point to the IP addresses.

    • Figure 5. Router connection, one network adapter, without SSL

      If you do not plan to use SSL and your network configuration includes one network adapter on the server plus a router, you need one external IP address and one internal IP address for the router, plus one internal IP address for the server. If your broadband connection type requires a static IP address and you do not have one, you must purchase one from an ISP, and you must ask the ISP to create an A resource record that points to the IP address.

    • Figure 6. Router connection, one network adapter with router, with SSL

      If you plan to use SSL and your network configuration includes one network adapter on the server plus a router, you need two external IP addresses and one internal IP address for the router, plus two internal IP addresses for the server. Ensure that the router supports multiple IP addresses on a single network interface. If your broadband connection type requires static IP addresses and you do not have them, you must purchase two external IP addresses for the router from an ISP, and you must ask the ISP to create A resource records that point to the IP addresses.

    Collect and record the IP addresses for the internal and external network cards on your server. You can use the ipconfig command to get the addresses that you currently have on your network.

    If you plan to use SSL, ensure that the second IP address that you configure on a network adapter is in the same range as the first IP address (for example, 192.168.16.2 and 192.168.16.3). If the second IP address is on the local area network, ensure that it is excluded from the scope of IP addresses that are distributed by the DHCP server.

  4. Choose the host header names. Choose the host header names that users will use to access the extranet either from the Internet (https://www.wingtiptoys.com) or from the intranet (https://companyweb).

  5. Choose the site owner. The site owner is responsible for maintaining and managing the site. The site owner must be a member of either the Domain Admins group or the Domain Power Users group.

  6. Decide whether to allow anonymous access to the site. Decide whether anonymous users can access the site, or whether only authenticated users can access it.

  7. Create a security group and decide how many user accounts to create. Create a new security group. All external user accounts are members of this security group and can access the extranet, but they do not have privileges to access other resources on your network.

    In addition, determine what external user accounts you need to set up. You can create a separate user account for each external person working on a project. Or you can set up one user account for several people to use to access the extranet. For example, if you are working on a project with another organization, instead of setting up separate user accounts for each member of the organization, you can create one user account for all of them to use to access the extranet.

Record the information that you collect in this step in Table 1. You will need this information when you complete the procedures later in this document.

Table 1. Information for Planning

Description Information

IP address for external router interface provided by ISP (if needed)

(1) _____ . _____ . _____ . _____

(2) _____ . _____ . _____ . _____ (for SSL only)

IP address for internal router interface (if needed)

_____ . _____ . _____ . _____

IP address for external server adapter (if needed)

(1) _____ . _____ . _____ . _____

(2) _____ . _____ . _____ . _____ (for SSL only)

IP address for internal server adapter

1) _____ . _____ . _____ . _____

(2) _____ . _____ . _____ . _____ (for SSL plus router only)

Subnet mask provided by ISP

_____ . _____ . _____ . _____

Default gateway provided by ISP

_____ . _____ . _____ . _____

Host header name for the Web site when it is accessed from the Internet

___________________

Host header name for the Web site when it is accessed from the intranet

___________________

Use SSL? (strongly recommended)

Yes/No

Site owner

___________________

Allow anonymous users to access the site?

Yes/No

Use an existing Web server certificate?

Yes/No

The network configuration that you selected in this step determines which steps you need to complete to publish your extranet for internal and external users.

Step 2: Configure Your Network Adapter

In this step, you configure your network adapter with static IP addresses. Use the information you collected in Table 1 to completed the following procedures.

To configure a network adapter with a static IP address

  1. Click Start, click Server Management, and then click Internet and E-mail.

  2. In the details pane, click Configure Network Connections.

  3. Under LAN or High Speed Internet, right-click the network adapter that you want to configure with a static IP address, and then click Properties.

  4. In the Network Connection Properties dialog box, click Internet Protocol (TCP/IP), and then click Properties.

  5. In the Internet Protocol (TCP/IP) Properties dialog box, click Use the following IP Address, and then type the IP address, subnet mask, and default gateway that are provided by your ISP.

  6. Click Advanced. The Advanced TCP/IP Settings dialog box appears.

  7. On the IP Settings tab, in the IP address field, click Add.

  8. Click OK to close the Internet Protocol (TCP/IP) Properties dialog box.

  9. Click OK to save your new settings.

To configure a network adapter with a second static IP address

  1. Click Start, click Server Management, and then click Internet and E-mail.

  2. In the details pane, click Configure Network Connections.

  3. Under LAN or High Speed Internet, right-click the network adapter that you want to configure with a second static IP address, and then click Properties.

  4. In the Network Connection Properties dialog box, click Internet Protocol (TCP/IP), and then click Properties.

  5. Click Advanced. The Advanced TCP/IP Settings dialog box appears.

  6. On the IP Settings tab, in the IP address field, click Add.

  7. In the TCP/IP Address dialog box, type the second IP address and subnet mask that are provided by your ISP, and then click OK.

Note

The subnet mask for both of the static IP addresses that are provided by your ISP must be the same.

  1. Click OK to close the Internet Protocol (TCP/IP) Properties dialog box.

  2. Click OK to save your new settings.

Configure your router to allow access to the new IP address

If you are using a router, ensure that the router supports multiple IP addresses and port forwarding. Configure the router to allow access to the Internet using the purchased IP address. For more information about how to configure your router, see the documentation that is included with the router.

Step 3: Create the Web Site

In this step, you create the Web site by using the Web Site Creation Wizard. The information about your IP address and port settings varies, depending on your network configuration.

To create a Web site

  1. Click Start, and then click Server Management.

  2. In the console tree, double-click Advanced Management, double-click Internet Information Services, double-click the server name, and then click Web Sites.

  3. Right-click Web sites, select New, and then click Web Site. The Web Site Creation Wizard appears.

  4. On the Welcome to the Web Site Creation Wizard page, click Next.

  5. On the Web Site Description page, type the name of the extranet that you want to host (for example, SharePoint extranet).

  6. On the IP Address and Port Settings page, do the following:

    1. In Enter IP address to use for this Web site, choose the IP address of the internal network adapter from the drop-down list (for example, 192.168.16.2, as shown in Figure 6).

    2. In TCP port this Web site should use (Default 80), type 80.

    3. In Host header for this Web site (Default none), type a host header for the Web site (for example, extranet.wingtiptoys.com).

  7. On the Web Site Home Directory page, create a folder for your Web site home directory. To create a folder for the Web site home directory, do the following:

    1. Click Browse, and then navigate to the Inetpub folder (%SystemDrive%\Inetpub).

    2. Click Make New Folder, type the name of the new folder (for example, SharePoint Extranet), and then click OK.

    3. Click Next.

  8. On the Web Site Access Permissions page, select Read and Run Scripts (such as ASP), and then click Next.

  9. Click Finish to close the wizard.

You have now created the Web site. If you plan to use SSL, continue to Step 4. If you do not plan to use SSL, skip Step 4 and go to Step 5.

Step 4: Enable Encrypted Communication Between the Web Server and the Client Computer

You can help make your Web site more secure by using SSL to encrypt communication between the server that is hosting the Web site and the Web browser. Host headers do not function when you use SSL because IIS does not support the use of host headers with SSL.

Note

It is recommended that you enable SSL to help secure communications with the Web server if you intend to use your Web site to share business-critical information with your external users. However, you must complete additional setup steps to use SSL.

Note

To publish a Web site that does not use SSL, contact the registrar for your Internet domain name and ask the registrar to create a new name record that points to the external IP address of your server.

Complete this step only if you want to enable SSL on your server that is hosting the Web site. If you do not want to enable SSL, go to Step 5.

To help secure communications with the Web server, do the following:

  1. Use a Web server certificate.

  2. Enable SSL on the Web site.

Use a Web server certificate

To allow access to the Web site from the Internet, you must use a Web server certificate. The certificate is used to configure SSL to help secure communications between a Web browser and your Web server. You can use either a Web server certificate that is automatically created when you run the Configure E-mail and Internet Connection Wizard (CEICW) or a certificate that is signed by a commercial certification authority (CA). You can purchase a certificate for the entire domain (for example, www.wingtiptoys.com) or for a single Web server.

Before you proceed with this step, make sure that you have run the CEICW at least once to set up the type of Internet connection and the firewall.

If you have a certificate for the entire domain, continue to "Option 1: Assign a Web server certificate for the entire domain." If you have a certificate for a single Web server, skip "Option 1" and go to "Option 2: Assign a Web server certificate to a single Web server."

Option 1: Assign a Web server certificate for the entire domain

Complete this step only if you have a certificate for your entire domain. Otherwise, go to "Option 2: Assign a Web server certificate to a single Web server."

If you have a certificate for your entire domain (for example www.wingtiptoys.com), assign this certificate to your Web site.

To assign a Web server certificate for the entire domain to the Web site

  1. Click Start, and then click Server Management.

  2. In the console tree, double-click Advanced Management, double-click Internet Information Services, double-click the server name, and then double-click Web Sites.

  3. Right-click the virtual server name (for example, SharePoint Extranet) that you want to add the Web server certificate to, and then click Properties.

  4. On the Directory Security tab, under Secure communications, click Server Certificate.

  5. In the Web Server Certificate Wizard, complete the following:

    1. On the Server Certificate page, select Assign an existing certificate.

    2. On the Available Certificates page, select the certificate (for example, www.wingtiptoys.com) for your entire domain.

  6. Follow the instructions to complete the wizard.

Skip "Option 2" and go to the section "Enable SSL on the Web site," later in this document.

Option 2: Assign a Web server certificate for a single Web server

If you also use your existing certificate for the extranet, every time a user logs on to the Web site, the user receives a warning that the name of the certificate is invalid or does not match the name of the site.

To eliminate this message and improve the user's logon experience, you need to do the following:

  • Export the certificate from the Default Web site.

  • Create a new certificate with the name of the extranet.

  • Add the new certificate to the extranet Web site.

  • Import the original certificate to the Default Web site.

  • Import the original certificate to the https://companyweb Web site.

Export the certificate from the Default Web site

In this procedure, you save the certificate that is currently assigned to the Default Web site by exporting it and saving it as a .pfx file, so that you can retrieve it later.

To export a certificate from the Default Web site

  1. Click Start, and then click Server Management.

  2. In the console tree, double-click Advanced Management, double-click Internet Information Services, double-click the server name, and then double-click Web Sites.

  3. Right-click Default Web Site, and then click Properties.

  4. On the Directory Security tab, under Secure communications, click Server Certificate.

  5. In the Web Server Certificate Wizard, complete the following:

    1. On the Modify the Current Certificate Assignment page, select Export the current certificate to a .pfx file.

    2. On the Export Certificate page, type the path and the file name of the file that you want to use to export the certificate.

    3. On the Certificate Password page, type and confirm the password for encrypting the exported .pfx file.

Obtain a new Web server certificate

Next, you obtain a new Web server certificate for the extranet. You can obtain a new certificate by using either of the following two methods:

  • Rerun the Configure E-mail and Internet Connection Wizard (CEICW).

  • Obtain a new certificate from a trusted certification authority.

Rerun the CEICW only if you want to create a self-signed Web server certificate for your site. Otherwise, follow the procedure to obtain a certificate from a trusted authority.

To rerun the Configure E-mail and Internet Connection Wizard (CEICW)

  1. Click Start, and then click Server Management.

  2. In the console tree, click Internet and E-mail. In the details pane, click Connect to the Internet.

  3. On the Connection Type page, click Do not change connection type.

  4. On the Firewall page, click Do not change firewall configuration.

  5. On the Web Server Certificate page, click Create a new Web server certificate, and then type the full Internet name (or FQDN name) of the extranet site.

  6. On the Internet E-mail page, click Do not change Internet e-mail configuration.

  7. Follow the instructions to complete the wizard.

You have now created a new, self-signed Web server certificate. Skip the following procedure and go to the section “Add the new certificate to the extranet Web site.”

Complete the following procedure to obtain a certificate from a trusted authority. To obtain a certificate from a trusted authority, you must create a certificate request by using the Web Server Certificate Wizard in Internet Information Services (IIS).

To obtain a certificate from a trusted authority

  1. Click Start, and then click Server Management.

  2. In the console tree, double-click Advanced Management, double-click Internet Information Services, double-click the server name, and then double-click Web Sites.

  3. Right-click the virtual server name (for example, SharePoint Extranet) that you want to add the new certificate to, and then click Properties.

  4. On the Directory Security tab, under Secure communications, click Server Certificate.

  5. On the Server Certificate page of the IIS Web Server Certificate Wizard, click Create a new certificate.

  6. On the Delayed or Immediate Request page, prepare a request to be sent later or immediately, as needed.

  7. On the Name and Security Settings page, in Name, type a name for the new certificate. Next, select the appropriate bit length based on your organization’s requirement. Before submitting the certificate request, verify with the certification authority that it supports certificates of the corresponding encryption strength.

  8. On the Organization Information page, in Organizational Name, type the legal name of your organization. In Organizational unit, type the name of your division or department. If your organization does not have a division, you can type the legal name of your organization.

  9. On the Your Site’s Common Name page, type the common name for your site, such as www.wingtiptoys.com, exactly as it appears to external users.

  10. On the Geographic Information page, type the required information.

  11. On the Certificate Request File Name page, type a file name.

  12. On the Request File Summary Page, click Next.

  13. Click Finish.

  14. The certification authority will send you the certificate as well as instructions for installing it.

Add the new Web server certificate to the extranet Web site

In this step, you assign the Web server certificate to the extranet Web site.

To add the new certificate to the extranet Web site

  1. Click Start, and then click Server Management.

  2. In the console tree, double-click Advanced Management, double-click Internet Information Services, double-click the server name, and then double-click Web Sites.

  3. Right-click the virtual server name (for example, SharePoint Extranet) that you want to add the new certificate to, and then click Properties.

  4. On the Directory Security tab, in Secure communications, click Server Certificate.

  5. In the Web Server Certificate Wizard, complete the following:

    1. On the Server Certificate page, select the certificate that you created for the Web site.

    2. On the Available Certificates page, select the Web server certificate that you created.

    3. On the SSL Port page, type 443.

    4. Follow the instructions to complete the wizard.

Import the original certificate to the Default Web site

When you created a new certificate for the extranet, the certificate, like all new Web server certificates, was assigned to the Default Web site and the https://companyweb Web site. Therefore, you need to reassign the original certificate back to the Default Web site.

You can reassign the original certificate back to the Default Web site by completing the following two procedures.

To remove the new certificate from the Default Web site

  1. Click Start, and then click Server Management.

  2. In the console tree, double-click Advanced Management, double-click Internet Information Services, double-click the server name, and then double-click Web Sites.

  3. Right-click Default Web Site, and then click Properties.

  4. On the Directory Security tab, in Secure communications, click Server Certificate.

  5. In the Web Server Certificate Wizard, complete the following:

    1. On the Modify Current Certificate Assignment page, select Remove the current certificate.

    2. Follow the instructions to complete the wizard.

To reassign the original certificate to the Default Web site

  1. Click Start, and then click Server Management.

  2. In the console tree, double-click Advanced Management, double-click Internet Information Services, double-click the server name, and then double-click Web Sites.

  3. Right-click Default Web Site, and then click Properties.

  4. On the Directory Security tab, under Secure communications, click Server Certificate.

  5. In the Web Server Certificate Wizard, complete the following:

    1. On the Server Certificate page, click Assign an existing certificate.

    2. On the Available Certificates page, click Import a certificate from a .pfx file.

    3. On the Import Certificate page, type the path of the saved .pfx file.

    4. On the Import Certificate Password page, type the password.

    5. On the SSL Port page, type 443.

    6. Follow the instructions to complete the wizard.

Import the original certificate to the https://companyweb Web Site

When you created a new certificate for the Windows SharePoint Services site, the certificate also was assigned to the https://companyweb Web site. Therefore, you need to reassign the original certificate back to the company Web Site.

You can reassign the original certificate back to the https://companyweb Web site by completing the following two procedures.

To remove the new certificate from the https://companyweb Web site

  1. Click Start, and then click Server Management.

  2. In the console tree, double-click Advanced Management, double-click Internet Information Services, double-click the server name, and then double-click Web Sites.

  3. Right-click https://companyweb Web Site, and then click Properties.

  4. On the Directory Security tab, in Secure communications, click Server Certificate.

  5. In the Web Server Certificate Wizard, complete the following:

    1. On the Modify Current Certificate Assignment page, select Remove the current certificate.

    2. Follow the instructions to complete the wizard.

To reassign the original certificate to the https://companyweb Web site

  1. Click Start, and then click Server Management.

  2. In the console tree, double-click Advanced Management, double-click Internet Information Services, double-click the server name, and then double-click Web Sites.

  3. Right-click https://companyweb Web Site, and then click Properties.

  4. On the Directory Security tab, in Secure communications, click Server Certificate.

  5. In the Web Server Certificate Wizard, complete the following:

    1. On the Server Certificate page, click Assign an existing certificate.

    2. On the Available Certificates page, click Import a certificate from a .pfx file.

    3. On the Import Certificate page, type the path of the saved .pfx file.

    4. On the Import Certificate Password page, type the password.

    5. On the SSL Port page, type 444.

  6. Follow the instructions to complete the wizard.

Enable SSL on the Web site

After you assign a Web server certificate to your extranet site, you can help secure communication with the Web server by enabling SSL on the Web site.

Note

It is recommended that you enable SSL to help secure communications with the Web server if you intend to use your Web site to share business-critical information with your external users.

To enable SSL on the Web site

  1. Click Start, and then click Server Management.

  2. In the console tree, double-click Advanced Management, double-click Internet Information Services, double-click the server name, and then double-click Web Sites.

  3. Right-click the virtual server name (for example, SharePoint Extranet) that you want to configure, and then click Properties.

  4. On the Directory Security tab, in Secure communications, click Server Certificate.

  5. In the Web Server Certificate Wizard, complete the following:

    1. On the Server Certificate page, click Assign an existing certificate.

    2. On the Available Certificates page, click the Web server certificate that you want to use for your Web server.

  6. Follow the instructions to complete the wizard.

Step 5: Convert Your Web Site to an Extranet, and Apply a Template

After you create the Web site, you need to convert it to an extranet. This process is called “extending the server,” and you complete it by using the Windows SharePoint Services Central Administration page.

After you convert your Web site, you need to apply a Windows SharePoint Services template to the site. Several templates are available, and the Team Site template is the best one for teams who want to work together on projects. This template creates a site that teams can use to create, organize, and share information quickly and easily. It includes a document library where the teams can share documents, and it includes basic lists such as Announcements, Events, Contacts, and Quick Links.

To convert the Web site to a Windows SharePoint Services site, and to apply a template

  1. Click Start, click Administrative tools, and then click SharePoint Central Administration.

  2. On the Central Administration page, in Virtual Server Configuration, click Extend or upgrade virtual server.

  3. On the Virtual Server List page, in the Name column, click the Web site name (for example, SharePoint Extranet) that you want to apply Windows SharePoint Services on.

  4. On the Extend Virtual Server page, under Provisioning Options, click Extend and create a content database.

  5. On the Extend Virtual Server page, do the following:

    1. In the Application Pool section, select Use an existing application pool and select DefaultAppPool (NT AUTHORITY\NETWORK SERVICE).

    2. In the Site Owner section, type the User name and E-mail address of the person who will manage the site. This person must be a member of either the Domain Admins group or the Domain Power Users group.

    3. Scroll to the end of the page, and then click OK.

  6. On the Virtual Server Successfully Extended page, click the Web site address.

  7. Enter the administrator credentials to access the Web site.

  8. On the Template Selection page, in the Template list, click Team Site.

Step 6: Set Up User Accounts for External Users

External users are users who have access only to the Windows SharePoint Services Web site. In order to enable external users to upload documents, add new documents, or modify existing content on the Web site, you must set up user accounts for them on your local network.

To set up the user accounts, first create a security group, by using the Add a Security Group Wizard. Then use the security group to add users who have permission to access only the extranet and not to access any other resources on the network.

Specifically, to set up user accounts for external users, do the following:

  1. Create a security group.

  2. Create a new template for external user accounts .

  3. Create user accounts that are based on the new template.

  4. Set permissions for the external user accounts.

  5. Enable the Deny logon locally Group Policy setting for the security group.

  6. Delete folders of external users.

Use the information that you recorded in Step 1, Table 1, to complete this section.

To create a security group

  1. Click Start, and then click Server Management.

  2. In the console tree, click Security Groups, and then in the details pane click Add a Security Group.

  3. From the taskpad in the details pane, click Add a Security Group.

  4. In the Add a Security Group Wizard, do the following:

    1. On the Security Group Information page, type the name (for example, Extranet Users) and description of the security group.

    2. On the Group Membership page, click Next.

    3. Click Finish.

After you create the security group, create a new template that you can use to add user accounts for external users.

To create a new template for external user accounts

  1. Click Start, and then click Server Management.

  2. In the console tree, click User Templates.

  3. On the details pane, click Add a Template. The Add Template Wizard starts.

  4. On the Welcome to the Add Template Wizard page, click Next.

  5. On the Template Account Information page, do the following:

    1. Type a name for the new template in the Template name box (for example, Extranet Users Template).

    2. Type a description of the user-account properties in the Description box, (for example, "has permission to access only the extranet site").

    3. Clear the This template should be the default option in the Add User Wizard check box, and then click Next.

  6. On the Security Groups page, double-click the security group that you created in the previous procedure, in order to add it to the Users will be members of column, and then click Next.

  7. Do not add users to any distribution groups on the Distribution Group page. Click Next.

  8. Do not choose to assign any roles on the SharePoint Access page. Click Next.

  9. Do not type any information on the Address Information page. Click Next.

  10. On the Disk Quota page, accept the default for both Disk space limits in megabytes and Warning level in megabytes, and then click Next.

  11. Click Finish, and then click Close to close the Add Template Wizard.

To create user accounts that are based on the new template

  1. Click Start, and then click Server Management.

  2. In the console tree, click Users.

  3. On the details pane, click Add Multiple Users. The Add User Wizard starts.

  4. On the Welcome to the Add User Wizard page, click Next.

  5. On the Template Selection page, select the template that you created in the previous procedure, and then click Next.

  6. On the User Information page, click Add.

  7. On the Specify the user information page, do the following:

    1. Type a user's first and last names in the appropriate text boxes. The Logon name and E-mail alias boxes are automatically filled in.

    2. You may change the Logon name either by selecting a different naming standard from the drop-down list box or by typing a different logon name. The E-mail alias also changes.

    3. Clear the E-mail Alias field.

    4. Type a password for the user.

    5. Click OK.

    6. Click Yes in the Add User Wizard alert box.

  8. Repeat steps 6 and 7 of this procedure to add additional external user accounts. When you have added all of the external user accounts, click Next.

  9. On the Set Up Client Computers page, select Do not set up computers at this time, and click Next.

  10. Click Finish.

  11. Click Close after the Add User Wizard finishes processing the new user accounts.

Important

You must perform the following procedure for each external user account that you created by using the new template.

To set permissions for the new user accounts

  1. In the details pane, select a new user account, and then click Change User Properties from the task pad. The Properties dialog box for that user opens.

  2. On the Member of tab, click Add.

  3. If the security group that you created is not listed in the Member of text box, do the following:

    1. Click Advanced, and then click Find Now.

    2. Click the security group that you created for external users.

    3. Click OK, and then click OK again.

  4. On the Member of page, click the security group that you created, and then do the following:

    1. Click Set Primary Group.

    2. Click the Domain Users group, and then click Remove.

    3. In the Remove user from group alert box, click Yes.

  5. On the Dial-in tab, in the Remote Access Permissions (Dial-in or VPN) section, click Deny access.

  6. On the Terminal Services Profile tab, select the Deny this user permission to log on to any Terminal Server check box.

  7. If you want to set a date for this account to expire, on the Account tab, in the Account expires section, click End of, and then type a date when the account expires.

  8. Click OK to apply your changes and to close the Properties dialog box.

You should allow the external users to access only the Windows SharePoint Services Web site. However, it is possible for the external users to use their accounts to log on to any computer on your local network. To help prevent this, you must enable the Deny logon locally Group Policy setting for the external users security group. This helps ensure that external users can access only the Windows SharePoint Services Web Site and cannot log on to computers on the local network.

To enable the Deny logon locally Group Policy setting for the security group

  1. Click Start, and then click Server Management.

  2. In the console tree, double-click Advanced Management, double-click Group Policy Management, double-click Forest: ForestName, double-click Domains, double-click the domain name*,* and then double-click My Business.

  3. Right-click Computers, and then click Create and Link a GPO Here.

  4. In the New GPO dialog box, type a name for this new Group Policy object (for example, Logon access denial), and then click OK.

  5. Double-click Group Policy Objects in the console tree (in My Business).

  6. In the details pane, right-click the newly created Group Policy object (GPO), and then click Edit.

  7. In Group Policy Object Editor, double-click Computer Configuration, double-click Windows Settings, double-click Security Settings, double-click Local Policies, and then double-click User Rights Assignment.

  8. In the details pane, right-click Deny logon locally, and then click Properties.

  9. In the Deny logon locally dialog box, click the check box to select Define these policy settings.

  10. To add the security group that you created for the external users, do the following:

    1. Click Add User or Group.

    2. In the Add User or Group dialog box, click Browse.

    3. In the Select User, Computers or Groups dialog box, click Advanced, and then click Find Now.

    4. Select the security group that you created for the external users, click OK, and then click OK again.

    5. In the Add User or Group dialog box, click OK.

  11. In the Deny log on locally dialog box, click OK.

  12. Close Group Policy Object Editor.

  13. To update Group Policy, open the command prompt, type gpupdate /force, and then press ENTER. When you receive the message, "To check for errors in policy processing, review the event log," the update is complete.

  14. Type exit to close the command prompt.

Shared folders are automatically created for each external user account. But because external users cannot access the shared folders, you can delete folders by using the following procedure.

To delete shared folders for external user accounts

  1. Open Windows Explorer, and then navigate to Users Shared Folders. The default location for Users Shared Folder is %SystemDrive%/Users Shared Folders (for example C:/Users Shared Folders).

  2. Open Users Shared Folders, click the shared folder for each external user account, and then delete it.

  3. Close the Users Shared Folders window.

Step 7: Enable Users to Access the Extranet

The next step is to enable users to access the site. You can choose whether to allow anonymous users to access the site, anonymous and authenticated users, or only authenticated users. Anonymous users are users who do not have accounts on the server, and authenticated users are users who do have accounts on the server. Depending on how you want users to access your site, complete the following procedures as appropriate, using the information that you recorded in Table 1.

Important

Complete the following procedure only if you want to allow anonymous users to access the site.

To enable anonymous users to access to the site

  1. Click Start, and then click Server Management.

  2. In the console tree, double-click Advanced Management, double-click Internet Information Services, double-click the server name*,* and then double-click Web Sites.

  3. Right-click the Web site name that you want to configure for anonymous users, and then click Properties.

  4. On the Directory Security tab, in Authentication and access control, click Edit.

  5. Select Enable anonymous access, and then click OK.

  6. Click OK to save your changes and close the popup windows.

To enable authenticated users to upload, edit, or delete documents on the site, you must set permissions for them. You can set the permissions by using site groups. Windows SharePoint Services includes the following preconfigured site groups:

  • Reader: Has read-only access to the Web site.

  • Contributor: Can add content to the existing document libraries and lists.

  • Web Designer: Can create lists and document libraries, and can customize pages on the Web site.

  • Administrator: Has full control over the Web site.

A user can belong to more than one site group. By using site groups, you can assign different permissions to each user or group of users, or you can collectively assign the same permissions to all of the users by making them members of the same site group. For example, users who are members of the Contributor site group can add content to Windows SharePoint Services lists or to document libraries.

Note

If you enable both anonymous and authenticated users to access your Web site, a Sign In button appears on the site, which users who have the appropriate permissions can click to contribute to the Web site.
If you enable only authenticated users to access the site, the users are prompted for credentials first.

To configure anonymous users to access the site

  1. Open Internet Explorer.

  2. In the Address text box, type **https://**InternalHeaderName (for example, https://extranet), and then click GO. Make sure you include the "s" after "http," and verify that you are accessing the encrypted Windows SharePoint Services Web site.

  3. Type your Web site administrator name and password to log on to the Home page of the Web site.

  4. On the Home page, click Site Settings.

  5. On the Site Settings page, in the Administration section, click Go to Site Administration.

  6. On the Top-level Site Administration page, in the Users and Permissions section, click Manage anonymous access.

  7. On the Change Anonymous Access Settings: Team Web Site page, in the Anonymous Access section, select Entire Web site to allow anonymous users to visit this Web site.

  8. Click OK to accept the changes.

Important

Complete the following procedure only if you want to allow all authenticated users to add content to the document libraries and lists.

To assign all authenticated users to the Contributor site group

  1. Open Internet Explorer.

  2. In the Address text box, type **https://**InternalHeaderName (for example https://extranet), and then click GO. Make sure you include the "s" after "http," and verify that you are accessing the encrypted Windows SharePoint Services Web site.

  3. Type your Web site administrator name and password to log on the Home page of the Web site.

  4. On the Home page, click Site Settings.

  5. On the Site Settings page, in the Administration section, click Go to Site Administration.

  6. On the Top-level Site Administration page, in the Users and Permissions section, click Manage anonymous access.

  7. On the Change Anonymous Access Settings: Team Web Site page, in the All Authenticated Users section, do the following:

    1. Click Yes to allow all users, including anonymous users, to access the site.

    2. In the Assign these users to the following site group list box, select Contributor, and then click OK.

Important

Complete the following procedure only if you want to assign different permissions to authenticated users.

To assign authenticated users to different site groups

  1. Open Internet Explorer.

  2. In the Address text box, type **https://**InternalHeaderName (for example https://extranet), and then click GO. Make sure you include the "s" after "http," and verify that you are accessing the encrypted Windows SharePoint Services Web site.

  3. Type your Web site administrator name and password to log on the Home page of the Web site.

  4. On the Home page, click Site Settings.

  5. On the Site Settings page, in the Administration section, click Manage Users.

  6. On the Manage Users page, click Add Users.

  7. On the Add Users page, do the following:

    1. In Step 1: Choose Users, type the domain and user name of the users you want to add to the site group. Use the following syntax: Domain\UserName (for example wingtiptoys\NewUser). Use a semi-colon to separate multiple user names.

    2. In Step 2: Choose Site Groups, select the site groups (Reader, Contributor, Web Designer, or Administrator) that you want these users to belong to. Users may belong to more than one site group. Click Next.

  8. If you have enabled e-mail services on your server, on the Add Users: Team Web Site page, do the following:

    1. In Step 3: Confirm Users, type the e-mail address of each external user in the E-mail address text box.

    2. In Step 4: Send E-Mail, select the Send the following e-mail to let the users know that they have been added check box.

    3. Type a message in the Body section to tell the users that they can now access the extranet and to tell them what their password and access permissions are. Click Finish.

  9. If you have not enabled e-mail services on your server, on the Add Users: Team Website page, verify that the Send the following e-mail to let the users know that they have been added check box is cleared, and then click Finish.

  10. Repeat steps 8-10 of this procedure until you have assigned all external users to one or more site groups.

  11. Close Internet Explorer.

Step 8: Configure the Site to be Accessible from the Intranet

At this point, internal users can access the extranet only from the Internet, which creates unnecessary traffic on your router. In this step, you make it possible for internal users to access the site from the intranet, which eliminates the unnecessary traffic.

To configure the site for access from the intranet, do the following, using the information that you recorded in Table 1:

  • Create a CNAME resource record.

  • Define a host header.

In the following procedure, you create a CNAME resource record on your DNS server. The CNAME resource record points to the A resource record of the computer that is running Windows SBS.

To create a CNAME resource record

  1. Click Start, click Administrative Tools, and then click DNS.

  2. In the DNS console tree, double-click the server name, double-click Forward Lookup Zones, right-click the domain name, and then click New Alias (CNAME).

  3. In the New Resource Record dialog box, under Alias name, type the name that you want to use to access the site from the intranet (for example, https://extranet).

  4. In Fully qualified domain name (FQDN) for target host, type the fully qualified domain name of the computer that is running Windows SBS (for example, server1.wingtiptoys.com).

In the following procedure, you define the host header name (for example, https://extranet) that internal users can use to access the site from the intranet.

To define a host header name

  1. Click Start, and then click Server Management.

  2. In the console tree, double-click Advanced Management, double-click Internet Information Services, double-click the server name, and then double-click Web Sites.

  3. Right-click the Web site name (for example, SharePoint Extranet), and then click Properties.

  4. On the Web site tab, do the following:

    1. Click Advanced next to the IP address box.

    2. In the Advanced Web Site Identification dialog box, click Add.

    3. In the Add/Edit Web Site Identification dialog box, for IP address, select the internal IP address of the local network adapter. If your configuration has one network adapter, with SSL enabled, select the additional IP address of the local network adapter. For Port, type 80, and for Host Header value, type the name you want to use to access the extranet from the intranet (for example, https://extranet). This host header name must be identical to the Alias name that you used in the previous procedure.

For more information, see the following resources: