Creating an Installation Checklist
by Michael Noel, Colin Spence
Microsoft SharePoint 2010 Unleashed
- Title Page
- Copyright Page
- Contents at a Glance
- Table of Contents
- About the Authors
- Dedications
- Acknowledgments
- We Want to Hear from You!
- Reader Services
- Introduction
- Part I. Planning for and Deploying SharePoint Server 2010
- Chapter 1. Introducing SharePoint 2010
- Chapter 1. Introducing SharePoint 2010
- Understanding the Capabilities of SharePoint 2010
- Exploring the SharePoint 1.0 Wave: SharePoint Team Services and SharePoint Portal Server 2001
- Exploring the SharePoint 2.0 Wave: Windows SharePoint Services 2.0 and SharePoint Portal Server 2003
- Exploring the SharePoint 3.0 Wave: Windows SharePoint Services 3.0 and Microsoft Office SharePoint Server 2007
- Exploring the Latest SharePoint 4.0 Wave: SharePoint Foundation Server and Microsoft SharePoint Server 2010
- Using SharePoint for Collaboration and Document Management
- Outlining Improvements in SharePoint 2010
- Understanding the Scalable Service Application Model in SharePoint 2010
- Outlining Search Improvements in SharePoint 2010
- Accessing the Improved Administration, Monitoring, and Backup Tools
- Using the Improved Backup and Restore Tools
- Gaining Storage Flexibility with the Remote BLOB Storage Option
- Using the Improved Interface and Ribbon Integration
- Securing SharePoint 2010 with New Security Enhancements
- Leveraging Metadata and Content Types
- Social Networking Tool Advances
- Working with Office Web Apps
- Creating Powerful and Flexible Workflows
- Developing Applications Using Visual Studio
- Leveraging Business Intelligence Tools in SharePoint 2010
- Governing the SharePoint Environment
- Summary
- Best Practices
- Chapter 2. Architecting a SharePoint 2010 Deployment
- Chapter 2. Architecting a SharePoint 2010 Deployment
- Understanding the SharePoint Server Roles
- Understanding the Reasons for Deploying Multiple Farms
- Choosing the Right Hardware for SharePoint
- Determining Optimal Operating System Configuration
- Planning for Database and Additional Software
- Examining Real-World SharePoint 2010 Deployments
- Addressing Common Business Issues with SharePoint Features
- Addressing the Redundant Re-creation of Documents with SharePoint
- Addressing the Inability to Efficiently Search Across Different Types of Content
- Addressing Inefficient Means of Document Collaboration with SharePoint Document Libraries
- Addressing the Excessive Use of Email Attachments/Ability to Know When Documents Have Been Modified
- Addressing Difficulty Organizing or Classifying Content
- Addressing Access to Line-of-Business Application Information
- Using SharePoint for Sharing Information with Partners, Vendors, and Clients
- Deploying a Team Collaboration Solution with SharePoint
- Deploying a Corporate Intranet Solution with SharePoint
- Deploying a Customer Extranet Solution with SharePoint
- Summary
- Best Practices
- Chapter 3. Installing a Simple SharePoint Server 2010 Farm
- Chapter 4. Advanced SharePoint 2010 Installation and Scalability
- Chapter 5. Migrating from Legacy SharePoint to SharePoint Server 2010
- Chapter 5. Migrating from Legacy SharePoint to SharePoint Server 2010
- Formulating a Migration Strategy
- Planning for an Upgrade to SharePoint 2010
- Examining SharePoint 2010 Migration Paths
- Performing an In-Place Upgrade of a SharePoint Environment
- Performing a Database Attach Upgrade
- Using Visual Upgrade
- Summary
- Best Practices
- Chapter 1. Introducing SharePoint 2010
- Part II. Administering and Maintaining SharePoint Server 2010
- Chapter 6. Managing and Administering SharePoint 2010 Infrastructure
- Chapter 6. Managing and Administering SharePoint 2010 Infrastructure
- Operations Management with the SharePoint Central Administration Tool
- Administering Application Management Tasks in SPCA
- Administering System Setting Tasks in SPCA
- Administering Monitoring Tasks in SPCA
- Reviewing Backup and Restore Settings in SPCA
- Reviewing Security Settings in SPCA
- Reviewing Upgrade and Migration Settings in SPCA
- Reviewing General Application Settings in SPCA
- Using the Configuration Wizard’s Page in SPCA
- Administering Site Collections and Sites
- Using Additional Administration Tools for SharePoint
- Summary
- Best Practices
- Chapter 7. Leveraging PowerShell for Command-Line SharePoint Administration and Automation
- Chapter 7. Leveraging PowerShell for Command-Line SharePoint Administration and Automation
- Understanding Windows PowerShell Concepts
- Getting Started with Windows PowerShell
- Using PowerShell to Display “Hello World!”
- Using the Integrated Scripting Environment
- Site Collections, Sites, and Webs
- The SharePoint Software Development Kit (SDK)
- Get-Command and Get-Help
- The First SharePoint Cmdlet
- Verbs and Nouns
- Working with Variables, Function, and Cmdlets
- PowerShell Command Piping
- Formatting Results
- PowerShell—The New STSADM
- SharePoint Administration with PowerShell
- The Naming of PowerShell Cmdlets
- Retrieving Site Collections and Sites with PowerShell
- Modifying Site Collection Properties with PowerShell
- Working with Solutions and Features
- Deploying a Custom Solution with Features
- PowerShell Backup and Restore Options
- Automating Site Collection Backup and Restore
- Exporting SharePoint Sites and Content
- Importing Exported Content
- Monitoring SharePoint Databases and Site Collection Usage
- Managing Content Databases and Site Collections
- Analyzing Events in the Event Log
- Cataloging the Best Scripts to Automate SharePoint Administration
- Understanding Advanced PowerShell Topics
- Beyond Built-In SharePoint PowerShell Cmdlets
- Creating Custom Functions with PowerShell
- Functions and Parameters
- Using the SharePoint .NET API to Extend PowerShell
- Retrieving SharePoint Lists with PowerShell
- Creating New Lists and Document Libraries
- Modify List Properties
- Creating List Items On-the-Fly
- Managing Backend Systems with PowerShell
- Windows PowerShell Snap-In for IIS 7.5
- Windows PowerShell Server Management Cmdlets
- Automate User Provisioning with PowerShell
- Summary
- Best Practices
- Chapter 8. Leveraging and Optimizing Search in SharePoint 2010
- Chapter 8. Leveraging and Optimizing Search in SharePoint 2010
- Outlining the Capabilities of SharePoint 2010 Search
- Deploying a Native SharePoint 2010 Search Service Application
- Define Content Sources
- Search Scopes
- Federating Search
- Keywords and Best Bets
- Customizing the Search User Interface
- Installing FAST Search Server 2010 for SharePoint
- Deploying FAST Search Service Applications
- Customizing the FAST Search User Interface
- Uninstalling FAST Search Server 2010 for SharePoint
- Summary
- Best Practices
- Chapter 9. Managing and Maintaining SQL Server in a SharePoint Environment
- Chapter 10. Backing Up and Restoring a SharePoint Environment
- Chapter 10. Backing Up and Restoring a SharePoint Environment
- Backing Up and Recovering SharePoint Components
- Using the Recycle Bin for Recovery
- Using SharePoint Central Administration for Backup and Restore
- Performing Granular Backup Using the SharePoint Central Administration
- Restoring SharePoint Using SharePoint Central Administration
- Using SharePoint 2010 Management PowerShell for Backup and Restore
- Backing Up Internet Information Services v7 Configuration
- SQL Backup Tools
- Summary
- Best Practices
- Chapter 11. Monitoring a SharePoint 2010 Environment
- Chapter 11. Monitoring a SharePoint 2010 Environment
- Using the SharePoint Health Analyzer
- Using SharePoint’s Native Reporting Capabilities
- Understanding Timer Jobs for SharePoint 2010
- Using System Center Operations Manager to Simplify Management of SharePoint 2010
- Establishing Maintenance Schedules for SharePoint
- Summary
- Best Practices
- Chapter 6. Managing and Administering SharePoint 2010 Infrastructure
- Part III. Securing, Protecting, and Optimizing SharePoint Architecture
- Chapter 12. Virtualizing SharePoint Components
- Chapter 12. Virtualizing SharePoint Components
- Microsoft’s Virtualization Support Story
- Virtualization Infrastructure Requirements and Recommendations
- Software Recommendations and Licensing Notes
- Virtualization of SharePoint Roles
- Exploring Sample Virtualized SharePoint 2010 Architecture
- Virtual Machine Management with System Center Virtual Machine Manager
- Summary
- Best Practices
- Chapter 13. Deploying SharePoint for Extranets and Alternative Authentication Scenarios
- Chapter 13. Deploying SharePoint for Extranets and Alternative Authentication Scenarios
- Understanding Extranets for Collaborating with Partners, Vendors, and Clients
- Outlining Common Extranet Scenarios and Topologies
- Understanding SharePoint 2010 Extranet Security
- Implementing Authentication Scenarios
- Configuring Mixed-Mode Authentication Scenarios
- Configuring Multiple Authentication Scenarios
- Multiple Authentication Versus Mixed Authentication
- Using Alternate Access Mappings in Extranet Deployments
- Understanding Host-Named Site Collections
- Examining Mobile Administration for SharePoint Extranets
- Implementing a Partner Extranet Solution
- Upgrading an Existing Extranet Solution from SharePoint 2007
- Security Consideration for SharePoint Extranet Solutions
- Resources
- Summary
- Best Practices
- Chapter 14. Protecting SharePoint with Advanced Antivirus and Edge Security Solutions
- Chapter 14. Protecting SharePoint with Advanced Antivirus and Edge Security Solutions
- Understanding the Forefront Edge Line of Products
- Outlining the Need for the Forefront Edge Line for SharePoint Environments
- Outlining the Inherent Threat in SharePoint Web Traffic
- Securing SharePoint Sites with Forefront TMG 2010
- Securing SharePoint Sites Using Forefront UAG
- Protecting SharePoint 2010 from Viruses Using Forefront Protection 2010 for SharePoint
- Summary
- Best Practices
- Chapter 15. Implementing and Validating SharePoint 2010 Security
- Chapter 15. Implementing and Validating SharePoint 2010 Security
- Identifying Isolation Approaches to SharePoint Security
- Physically Securing SharePoint Servers
- Securing SharePoint’s SQL Server Installation
- Utilizing Security Templates to Secure a SharePoint Server
- File-Level Security for SharePoint Servers
- Verifying Security Using the Microsoft Baseline Security Analyzer
- Deploying Transport-Level Security for SharePoint
- Examining Integration Points Between SharePoint and Public Key Infrastructure
- Using IPsec for Internal SharePoint Encryption
- Summary
- Best Practices
- Chapter 16. Configuring Email-Enabled Content, Presence, and Exchange Server Integration
- Chapter 16. Configuring Email-Enabled Content, Presence, and Exchange Server Integration
- Enabling Incoming Email Functionality in SharePoint
- Working with Email-Enabled Content in SharePoint 2010
- Understanding Microsoft Exchange Server 2010
- Planning for an Exchange Server 2010 Environment
- Integrating Exchange 2010 with SharePoint 2010
- Enabling Presence Information in SharePoint with Microsoft Communications Server 2010
- Summary
- Best Practices
- Chapter 17. Safeguarding Confidential Data in SharePoint 2010
- Chapter 17. Safeguarding Confidential Data in SharePoint 2010
- Understanding the Threats to SharePoint Data
- SQL Server Database Mirroring for SharePoint Farms
- Examining Supported Topologies
- Outlining Database Mirroring Requirements
- Enabling SQL Database Mirroring
- Using SQL Transparent Data Encryption (TDE)
- Enabling TDE for SharePoint Content Databases
- Using Active Directory Rights Management Services (AD RMS) for SharePoint Document Libraries
- Summary
- Best Practices
- Chapter 12. Virtualizing SharePoint Components
- Part IV. Using SharePoint 2010 Technologies for Collaboration and Document Management
- Chapter 18. SharePoint Foundation Versus SharePoint Server 2010
- Chapter 18. SharePoint Foundation Versus SharePoint Server 2010
- Clarifying the Different SharePoint Products from a High Level
- Feature Comparison Between SharePoint Foundation 2010 and SharePoint Server 2010 for Farm Administrators
- Service Applications Available in the Different Versions of SharePoint 2010
- Reviewing the Central Administration Tools on the Home Page in SharePoint Foundation 2010 and SharePoint Server 2010
- Comparing General Application Settings in SharePoint Foundation 2010 and SharePoint Server 2010 Enterprise
- Site Collection Options in SharePoint Foundation 2010 and SharePoint Server 2010
- Site Settings Compared in SharePoint Foundation 2010 and SharePoint Server 2010
- Document Library and List Options in SharePoint Foundation 2010 and SharePoint Server 2010
- Web Parts Available in SharePoint Foundation 2010 and SharePoint Server 2010
- Summary
- Best Practices
- Chapter 19. Using Libraries and Lists in SharePoint 2010
- Chapter 19. Using Libraries and Lists in SharePoint 2010
- Empowering Users Through SharePoint 2010 Libraries
- Working with the Other Standard Tools in a Document Library
- Working with the New Document and Upload Document Tools
- Pros and Cons of the New Folder Tool
- Using the Edit Document Tool, Check Out, Check In, and Discard Check Out Tools
- Reviewing the View Properties and Edit Properties Tools
- Using the Version History Tool
- Using the Document Permissions Tool
- Using the Delete Button and Recycle Bins
- Reviewing the E-mail a Link and Alert Me Tools
- Understanding the Download a Copy, Send To, Manage Copies, and Go To Source Tools
- A High-Level Overview of Workflows
- How to Use the Publish, Unpublish, and Cancel Approval Tools
- Using the I Like It and Tags & Notes Tools
- Empowering Users Through SharePoint 2010 Lists
- Summary
- Best Practices
- Chapter 20. Customizing and Managing Libraries and Lists to Meet Business Requirements
- Chapter 20. Customizing and Managing Libraries and Lists to Meet Business Requirements
- Planning the List and Library Ecosystem
- Creating Lists and Libraries
- Mastering the Library Tab from the Ribbon
- Document Library Settings Page Tools Reviewed
- Permissions and Management Tools for Lists and Libraries
- Document Sets Compared to Folders as Organizational Tools in Document Libraries
- Content Organizer as a Document Routing Tool
- Summary
- Best Practices
- Chapter 21. Designing and Managing Pages and Sites for Knowledge Workers
- Chapter 21. Designing and Managing Pages and Sites for Knowledge Workers
- Understanding Site Collection Options
- Creating a Site Collection
- Reviewing the Scope of an Existing Site Collection
- Controlling Who Can Create Sites
- Creating Pages and Sites
- Reviewing the Users and Permissions Tools
- Reviewing the Galleries Tools
- Reviewing the Site Administration Tools
- Reviewing the Look and Feel Tools
- Reviewing the Site Actions Tools
- An Overview of Site Collection Administration Tools
- Understanding and Using Site Variations
- Reviewing Site Features and Site Collection Features
- Summary
- Best Practices
- Chapter 22. Managing Metadata and Content Types in SharePoint 2010
- Chapter 22. Managing Metadata and Content Types in SharePoint 2010
- Effectively Using Metadata in Lists and Libraries
- Working with Metadata in a Word 2010 Document and Document Libraries
- Reviewing the Column Choices in SharePoint 2010
- Differences in Multiple Lines of Text Columns in Libraries and Lists
- Working with Lookup Columns in Document Libraries
- Setting Metadata Standards with Default Values
- Site Columns Practical Applications
- Content Types Practical Applications
- Creating and Using Managed Metadata
- Content Type Syndication Hubs
- Metadata as a Navigation Aid
- Enabling the Developer’s Dashboard for Troubleshooting
- Summary
- Best Practices
- Chapter 23. Leveraging Social Networking Tools in SharePoint 2010
- Chapter 23. Leveraging Social Networking Tools in SharePoint 2010
- Reviewing the Components of a Healthy My Site Configuration
- Reviewing the User Profile Service Application Settings
- Restricting User Access to and Creation of My Site Sites
- Mapping a SharePoint Profile Field to Active Directory
- User Profile Job Review
- Components of My Sites
- Summary
- Best Practices
- Chapter 24. Governing the SharePoint 2010 Ecosystem
- Chapter 18. SharePoint Foundation Versus SharePoint Server 2010
- Part V. Leveraging Office Applications with SharePoint
- Chapter 25. Using Office 2010 Applications with SharePoint 2010
- Chapter 25. Using Office 2010 Applications with SharePoint 2010
- Support for Earlier Versions of Office with SharePoint 2010
- The Basics of Saving a Word Document to a SharePoint Document Library
- Creating Shortcuts to SharePoint 2010
- Coauthoring Word 2010 and PowerPoint 2010 Documents Stored in SharePoint 2010
- Using SharePoint Workspace with SharePoint 2010
- Connecting SharePoint 2010 Content to Outlook 2010
- Creating Meeting Workspaces from Outlook 2007 and Outlook 2010
- Summary
- Best Practices
- Chapter 26. Extending SharePoint 2010 with Excel Services, Access Services, and Visio Graphics Services
- Chapter 26. Extending SharePoint 2010 with Excel Services, Access Services, and Visio Graphics Services
- Working with Excel Data in SharePoint 2010
- Getting to Know the Excel Services Service Application
- Publishing to Excel Services
- Access Services Overview
- Visio Graphics Services Overview
- Summary
- Best Practices
- Chapter 27. Office Web Apps Integration with SharePoint 2010
- Chapter 27. Office Web Apps Integration with SharePoint 2010
- Planning for Office Web Apps Use
- Installing and Configuring Office Web Apps for SharePoint 2010
- Reviewing Central Administration Settings for the PowerPoint Service Application and Word Viewing Service Application
- Verifying the Site Collection Features Are Enabled for Office Web Apps
- Verifying the Settings in the Document Library
- Set the Default Open Behavior for Site Collections in Central Administration
- Testing Office Web Apps Functionality
- Summary
- Best Practices
- Chapter 28. Out-of-the-Box Workflows and Designer 2010 Workflows
- Chapter 28. Out-of-the-Box Workflows and Designer 2010 Workflows
- Defining Workflows in the Business Environment
- Reviewing the Workflow-Related Settings in Central Administration and Site Settings
- Testing the Three-State Workflow
- An Overview of Other Standard Workflows
- Verifying the Web Application Settings for SharePoint Designer 2010 Use
- Downloading and Installing SharePoint Designer 2010
- Creating a Reusable Workflow from SharePoint Designer 2010
- Summary
- Best Practices
- Chapter 25. Using Office 2010 Applications with SharePoint 2010
- Part VI. Extending the SharePoint Environment
- Chapter 29. Application Development with SharePoint Designer 2010 and Visual Studio 2010
- Chapter 29. Application Development with SharePoint Designer 2010 and Visual Studio 2010
- Deciding Whether Development Is Required to Meet Business Needs
- Evolutions in the SharePoint Platform for Developers
- Considering SharePoint Designer 2010 for Development
- Creating a Workflow-Based Application in SharePoint Designer 2010
- Using Visual Studio 2010 with SharePoint 2010
- Developing a Visual Web Part
- Summary
- Best Practices
- Chapter 30. Business Intelligence in SharePoint 2010 with PerformancePoint Services
- Chapter 31. Business Intelligence in SharePoint 2010 with Business Connectivity Services
- Chapter 29. Application Development with SharePoint Designer 2010 and Visual Studio 2010
- Index
Creating an Installation Checklist
Installation of a large and complex SharePoint environment can be a complicated task, and various subtasks and routines must be run before the environment is production ready. It is subsequently important to create a mental and physical checklist of the types of tasks required for rollout of a farm.
The following list of tasks represents a common large farm deployment routine and can be used as a starting point for determining the task list that is required for installation of your specific environment. It is not a definitive list of all tasks, and the order of tasks performed may vary depending on the environment.
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