1 Page 1 of 243 Team Foundation Server 2010, Visual Studio Ultimate 2010, Team Build 2010, & Lab Management Beta 2 Installation Guide (This is an alpha version of Benjamin Day Consulting, Inc. s installation labs.) Benjamin Day
2 Page 2 of 243 Lab 01: Install Windows 2008 (x86)... 4 Install the Operating System... 4 Patch the Operating System via Windows Update Add the Server to an Active Directory Domain Lab 02: Install Team Foundation Server Pre-requisite: Internet Information Server (IIS) Pre-requisite: SQL Server Pre-requisite: Configure Permissions for Sharepoint Dashboard User Install Team Foundation Server Configure Team Foundation Server Lab 03: Install Microsoft Office & Microsoft Project Install Microsoft Office Install Microsoft Project Check Windows Update for Patches Lab 04: Install Visual Studio Ultimate Pre-requisites Install Visual Studio Ultimate Lab 05: Install Team Build 2010 Service Prerequisites Install Team Build Lab 06: Connect to Team Foundation Server from Visual Studio Open Team Explorer Lab 07: Create a Team Project Create the Team Project Lab 08: Configure Hyper-V Add the Hyper-V Role Lab 09: Install System Center Virtual Machine Manager Install System Center Virtual Machine Manager Server Install the System Center Virtual Machine Manager Administrator Console
3 Page 3 of 243 Connect to the VMM Administrator Console Add Hyper-V Host Machines to Virtual Machine Manager (Optional) The New Host Needs Attention Add the Team Foundation Server Service Account to the VMM Administrators Role Configure Team Foundation Server to Use Lab Management Configure Team Foundation Server Lab Management Configure Team Project Collections for Lab Management Verify Lab Management
4 Page 4 of 243 Lab 01: Install Windows 2008 (x86) The first step of a Team Foundation Server 2010 installation is always installing the operating system. In this case, we ll be installing Windows bit edition. Insert your Windows 2008 x86 installation disk in to the drive Start the machine Install the Operating System After a short amount of time, you should see the Install Windows screen. Set Language to install to English Set Time and currency format to English (United States) Set Keyboard or input method to US
5 Page 5 of 243 Click Next You ll now see the following screen. Click Install Now to begin the installation
6 Page 6 of 243 You ll now be prompted to choose your desired operating system edition. For this installation, we ll choose Windows 2008 Standard (X86). Select Windows 2008 Standard (Full Edition) X86 Click Next
7 Page 7 of 243 Now you ll choose the type of installation you want to do. Since we re doing a completely fresh installation of Windows 2008, we only have the option to do a Custom (advanced) installation. Click Custom (advanced)
8 Page 8 of 243 Choose the disk (or disk partition) where you want to install Windows The image below represents a fresh server with a single, unformatted disk. Choose the disk partition where you want to install Windows Click Next
9 Page 9 of 243 After clicking Next, the installation will start. After a number of minutes and a reboot or two, you ll eventually see the following screen prompting you to set the administrator password for the new installation of Windows Click OK
10 Page 10 of 243 Enter the password you want for the Administrator username and the password confirmation. Enter your password Enter your password confirmation Click the next arrow
11 Page 11 of 243 You should see the Your password has been changed notification. Click OK
12 Page 12 of 243 After clicking OK, you will be automatically logged in to your new Windows Server 2008 instance.
13 Page 13 of 243 Patch the Operating System via Windows Update The next step of the operating system installation is to run Windows Update. Click Start to bring up the start menu Locate and click Windows Update
14 Page 14 of 243 The first time that you run Windows Update, you ll be prompted to configure the automatic update settings. Our recommendation is to turn on automatic updating for Windows and for any other products that plug in to Windows Update. Click Turn on now to configure this server to automatically update You may be prompted to Install new Windows Update software. Click Install now
15 Page 15 of 243 After installing the Windows Update update, Windows Update will perform an update scan. (Whoa! One sentence and 4 occurrences of the word update!) Before we install the updates, let s configure this server to accept updates for other products. Click Get updates for more products
17 Page 17 of 243 You should now be back at the Windows Update page and an update scan should be running. Under You receive updates: you should see the value For Windows and other products from Microsoft Update as shown below. When the update scan completes, you should see a screen that s similar to the one in the image below. Click Install updates to start the update download and installation
18 Page 18 of 243 If you see any license terms dialogs, accept the terms and click Finish (or Next). Click I accept the license terms Click Finish
19 Page 19 of 243 Add the Server to an Active Directory Domain Now that the operating system is installed and all the patches have been applied, it s time to join the server to our Active Directory domain. First you need to start the Windows Server Manager tool. Click the Start button In the search box, type Server Manager In the Programs search results in the upper left, click Server Manager
20 Page 20 of 243 In Server Manager in the Server Summary section, you ll notice that your computer name is something ugly that the installer automatically generated. In the image below, it s WIN-BYJ22DLCD93. The server is also not connected to an Active Directory domain. Joining Active Directory helps us to streamline the management of users and permissions. This isn t mandatory (only recommended) for simple Team Foundation Server installations unless you want to run Virtual Lab Manager. If you want to use Virtual Lab Manager, you need to run TFS in Active Director domain mode. Let s change the server name and join it to a domain. Click Change System Properties
21 Page 21 of 243 You should now see the System Properties dialog. Click Change
22 Page 22 of 243 You should now see the Computer Name/Domain Changes dialog. This dialog let you specify the name of the server and the name of the domain that this server belongs to. For the purpose of this guide, we ll set the server name to TFS2010Beta2 and use a domain named BENDAY. Set Computer name to the name of your TFS machine. (Example: TFS2010Beta2) Under Member of, choose Domain Set the value for Domain to the name of your Active Directory domain. (Example: BENDAY) Click OK
23 Page 23 of 243 You ll be prompted for the credentials to join the Active Directory domain. Enter the user name and password for the domain Click OK You ll be prompted to reboot your server. Click OK
24 Page 24 of 243 You should now be back at the System Properties dialog. Click Close Click Restart Now When the server reboots, it will be part of the domain. From this point forward, you should to log in to this server using your domain credentials.
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26 Page 26 of 243 Lab 02: Install Team Foundation Server 2010 This lab will walk you through the process of installing Team Foundation Server 2010 in a single-server configuration on Windows Pre-requisite: Internet Information Server (IIS) The first step is to configure the pre-requisites for Internet Information Server (IIS). Go to the Start menu and search for Server Manager Click on the icon to run Server Manager You should now see the Server Manager application. In the right-side panel, locate the Roles Summary section
27 Page 27 of 243 Click the Add Roles button as highlighted above You should now see the Add Roles Wizard window. Click Next
28 Page 28 of 243 You should now see a list of roles. Locate Web Server (IIS) and check the checkbox When you check the checkbox, you should see the following dialog. Click Add Required Features You should now be back on the Select Server Roles dialog again. Click Next
29 Page 29 of 243 You should now be on the Web Server (IIS) role description page. Click Next You should now be on the Select Role Services page of the wizard. TFS requires that IIS has the HTTP Redirection, ASP.NET, Windows Authentication, and IIS 6 Management Compatibility role services installed. Under Application Development, locate ASP.NET and click on the box to select the role
30 Page 30 of 243 Clicking on the ASP.NET role will pop up a new dialog asking if you d like to Add role services required for ASP.NET. Click Add Required Role Services to add the dependent services for the ASP.NET role Team Foundation Server also requires the HTTP Redirection role service. Under Common HTTP Features, locate and select HTTP Redirection
31 Page 31 of 243 Since TFS makes heavy use of Windows Authentication, the Windows Authentication role service is also required. Under Security, locate and select the Windows Authentication role service The final required role service for IIS is IIS 6 Management Compatibility. Under Management Tools, locate and select the IIS 6 Management Compatibility node. After you ve selected IIS 6 Management Compatibility, all the child services should also be selected (checked). Verify that IIS 6 Metabase Compatibility, IIS6 WMI Compatibility, IIS 6 Scripting Tools, IIS 6 Management Console are all checked as shown above in the image. Click Next
32 Page 32 of 243 After clicking next, you should now see the Confirm Installation Selections page of the wizard. Click Install to begin the installation
33 Page 33 of 243 When the installation has finished, you should be on the Installation Results screen and you should see the Installation succeeded label as highlighted in the image below. Click Close
34 Page 34 of 243 Pre-requisite: SQL Server 2008 TFS2010 supports only SQL Server 2008 Standard Edition or SQL Server 2008 Enterprise Edition. The following steps will walk you through installing SQL Server 2008 Enterprise Edition for use by Team Foundation Server. (The installation of SQL Server 2008 Standard is virtually if not completely identical.) Insert your SQL Server 2008 installation DVD or ISO image and run setup.exe as prompted by the auto-run. You may get a Microsoft SQL Server 2008 Setup dialog that prompts you to install some pre-requisites for SQL Server. If prompted, click OK to install the pre-requisites If prompted to install any other pre-requisites, follow the on-screen directions and reboot as needed/prompted.
35 Page 35 of 243 When the installer has loaded, you should see the SQL Server Installation Center dialog. Click the Installation link as shown above
36 Page 36 of 243 Click New SQL Server stand-alone installation or add features to an existing installation
37 Page 37 of 243 The installer will now do some checks to see if SQL Server 2008 can be successfully installed on your server. When it has finished running the checks, you should see that the operation completed with no failed items. Click OK
38 Page 38 of 243 You should be on the Product Key page. Enter your product key Click Next You should now be on the License Terms page. Check the I accept the license terms checkbox Click Next After accepting the license terms, you should see the Setup Support Files page. Click Install
39 Page 39 of 243 You should now see a new page called Setup Support Rules. After this page runs, you should see that all the operations passed and no operations failed. Click Next
40 Page 40 of 243 You should now be on the Feature Selection page. This is where we select the individual components of SQL Server that we want to install. TFS2010 needs the following features to be installed: Database Engine Services, Full Text Search, Reporting Services, and Analysis Services. Select Database Engine Services Select Full-Text Search Select Analysis Services Select Reporting Services Select Client Tools Connectivity Select Management Tools Basic Select Management Tools Complete Click Next
41 Page 41 of 243 The next screen prompts us to configure the SQL Server Instance Configuration. Click Next
42 Page 42 of 243 The next screen is the Disk Space Requirements screen. Click Next
43 Page 43 of 243 The next page configures the service accounts for the various SQL Server services. We want all of them to run as NT AUTHORITY\NETWORK SERVICE. Click Use the same account for all SQL Server services From the Account Name drop down list, choose NT AUTHORITY\NETWORK SERVICE Click OK
44 Page 44 of 243 After clicking OK, you should be back on the services page. We need to set all of the services except for SQL Full-text Filter Daemon Launcher to start automatically on startup. Set Startup Type to Automatic for the following services: o SQL Server Agent o SQL Server Database Engine o SQL Server Analysis Services o Sql Server Reporting Services o SQL Server Browser Click Next
45 Page 45 of 243 On the Database Engine Configuration screen, you need to set up the basic permissions for the SQL Server administrators. Select Windows authentication mode Click Add Current User The current user name should now appear in the list of SQL Server administrators. Click Next You should now be on the Analysis Services Configuration page. Click Add Current User to add your user account to the Analysis Services administrators group Click Next
46 Page 46 of 243 You should now be on the Reporting Services Configuration page of the wizard. Choose Install the native mode default configuration Click Next
47 Page 47 of 243 On the Error and Usage Reporting page, you can optionally choose to send usage information to Microsoft. Choose the values as you wish Click Next You should now be on another Installation Rules page where the installer will perform another round of checks to see if your configuration options will be valid. You should see that all checks have passed and none have failed or created warnings. Click Next
48 Page 48 of 243 You should now be on a screen titled Ready to Install with a summary of your configuration options. Click Install to begin the installation
49 Page 49 of 243 After running for a while, your installation should complete with all products installing successfully. Click Next
50 Page 50 of 243 You should now be on the final page of the installer. If you re curious, you can click on the link to view the installation log. Click Close to exit the installer
51 Page 51 of 243 After exiting the installer menu, you should be at the SQL Server Installation Center main menu. Click the X button in the upper right to exit the installer You ve finished installing SQL Server. Reboot your server
52 Page 52 of 243 Pre-requisite: Configure Permissions for Sharepoint Dashboard User If you want to use the Sharepoint Team Foundation Server Dashboards feature, you need to give the Sharepoint service account user permissions to access the database. SharePoint will be installed as part of the TFS and, when we do the TFS installation, we ll use the WSSSERVICE username. To begin, you need to open SQL Server Management Studio. Click to the Start menu, type SQL Management Studio in the search box (see arrow above), click the SQL Server Management Studio icon in the results list (highlighted above) to start SQL Server Management Studio
53 Page 53 of 243 When SQL Server Management Studio starts up, you ll be prompted to log in to the server. Set the Server type value to Database Engine Set the Server name value to (local) Set the Authentication value to Windows Authentication Click Connect to connect to SQL Server You should now be connected to SQL Server 2008 and your screen should look like the following image.
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55 Page 55 of 243 Now you ll add the login for SharePoint to SQL Server s security system. Expand the Security folder Right-click the Logins folder and choose New Login
56 Page 56 of 243 You should now be on the Login New dialog. Type the fully qualified name for your SharePoint service user in the Login name box. The format of the username is domain_name\username. So, if your domain is MyDomain and the user is WSSSERVICE, you ll enter MyDomain\WSSSERVICE. Click OK Close SQL Server Management Studio
57 Page 57 of 243 Install Team Foundation Server 2010 You re now ready to actually install Team Foundation Server Insert your Team Foundation Server 2010 installation DVD into the drive or mount ISO image Open the DVD using Windows Explorer You should see the root of the DVD in Windows Explorer with folders for Team Explorer, the 64-bit version of TFS, and the 32-bit version of TFS. If you re installing on a 64-bit operating system, open the TFS-x64 directory If you re installing on a 32-bit operating system, open the TFS-x86 directory
58 Page 58 of 243 Locate setup.exe in the installation directory Double-click setup.exe
59 Page 59 of 243 You should now see the Microsoft Team Foundation Server 2010 installation welcome page. Click Next
60 Page 60 of 243 Read the license terms Select I have read and accept the license terms Click Next You should now be on the Options page. Check Team Foundation Server Click Install
61 Page 61 of 243 The installer should now be running. At the end of the installation, you ll be prompted to restart your server. Click Restart Now
62 Page 62 of 243 When the server has finished rebooting, log in to resume the installation. When the installation completes, you should see the screen below with a message saying it was installed successfully.
63 Page 63 of 243 Configure Team Foundation Server At this point, the TFS application bits are installed on the server. Now we need to run the configuration tool to make TFS run. At the bottom of the installation completed screen, you ll see a checkbox labeled Launch Team Foundation Server Configuration Tool. Verify that Launch Team Foundation Server Configuration Tool is checked Click Finish to start the Team Foundation Server Configuration tool You ll see the Visual Studio Team Foundation Server 2010 splash screen.
64 Page 64 of 243 You should now see the Team Foundation Server Configuration tool window. On the left side of the configuration tool window, you should see 5 different configuration options: Basic, Standard Single Server, Advanced, Application-Tier Only, and Upgrade. We re going to do a Standard Single Server which means that all the components of TFS run on a single machine. Choose Standard Single Server Click Start Wizard
65 Page 65 of 243 You should now be on the Welcome to the Team Foundation Server Default Configuration Wizard. Click Next
66 Page 66 of 243 At this point, you should be on the screen that sets the service account information for SharePoint and Reporting services. Set the User Account value to the fully-qualified username for the TFSREPORTS account. The fully-qualified name is domain_name\tfsreports. Set the Password value to the password for the TFSREPORTS account Click the Test link to verify that the username and password combination that you have entered is valid Click Next
67 Page 67 of 243 You should now be on the Confirm the Configuration Settings Before Proceeding screen. Click Next to start the configuration validation process
68 Page 68 of 243 The configuration process should now be running system checks to see if the configuration will succeed. At the end of the process, you should see that all six pieces of the check pass. You may see a warning about SharePoint and IIS AppPools. You can safely ignore this warning if you don t have any web sites running on the TFS machine. Click Configure to start the configuration
69 Page 69 of 243 You should see the Configuration Progress dialog.
70 Page 70 of 243 When the configuration process completes, you should see that all items have completed successfully. Click Next
71 Page 71 of 243 Click Close
72 Page 72 of 243 Click Close
73 Page 73 of 243 You should now be on the Team Foundation Server Administration Console. Team Foundation Server 2010 has been successfully installed.
74 Page 74 of 243 Lab 03: Install Microsoft Office & Microsoft Project In order to use the integration between Team Foundation Server and Microsoft Office & Microsoft Project, you need to install these products before you install Team Explorer. With Team System 2010, Team Explorer is installed as part of the Visual Studio Ultimate 2010 installer so this means we need to install Office and Project before we install Ultimate. TFS allows you to edit Work Items with Microsoft Excel and Microsoft Project. Install Microsoft Office Insert your Microsoft Office installer CD into your DVD drive Click Run SETUP.EXE
75 Page 75 of 243 You ll be prompted for your Office license key. Enter your Product Key Click Continue
76 Page 76 of 243 Read the license terms Check I accept the terms of this agreement Click Continue
77 Page 77 of 243 You should now be on the Choose the installation you want dialog. At this point, you can either click Install Now or click Customize and edit the features that will be installed. For this guide, we ll be editing the installed features so that we only install the features required for the TFS integration. Click Customize to edit the installation options
78 Page 78 of 243 We only need Microsoft Office Excel and Microsoft Office Word. We ll now turn off the features we don t need.
79 Page 79 of 243 To disable a feature, you ll click on the icon to the left of the feature name (indicated below by the arrow) and then choose Not Available from the menu. Set the following features to Not Available: o Microsoft Office Access o Microsoft Office Groove o Microsoft Office InfoPath o Microsoft Office OneNote o Microsoft Office Outlook o Microsoft Office PowerPoint o Microsoft Office Publisher o Microsoft Office Visio Viewer Click Install Now
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81 Page 81 of 243 Click Close Office is now installed.
82 Page 82 of 243 Install Microsoft Project Now you ll install Microsoft Project. Insert your Microsoft Project installer CD Click Run SETUP.EXE
83 Page 83 of 243 You should now be on the Enter your Product Key dialog. Enter your Product Key for Microsoft Project 2007 Click Continue
84 Page 84 of 243 Read the license terms Check I accept the terms of this agreement Click Continue
85 Page 85 of 243 Click Install Now
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87 Page 87 of 243 Click Close Microsoft Office Project Professional 2007 is now installed. Check Windows Update for Patches Now that Project and Office have been installed, you should go to Windows Update and check for updates for your computer.
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89 Page 89 of 243 Lab 04: Install Visual Studio Ultimate 2010 This lab will walk you through the process of installing Visual Studio Ultimate 2010 on your machine. Pre-requisites If you want integration between Team Foundation Server and Microsoft Office, make sure that have installed and patched Microsoft Office before starting the installation of Ultimate. Install Visual Studio Ultimate 2010 Insert your installation disk for Visual Studio Ultimate 2010 in to your DVD drive Click Run autorun.exe
90 Page 90 of 243 You should now see the Microsoft Visual Studio 2010 Setup dialog. Click Install Microsoft Visual Studio 2010 link to run the installer
91 Page 91 of 243 The installer will now run some pre-setup tasks. Click Next
92 Page 92 of 243 Read the license terms Select I have read and accept the license terms option Click Next
93 Page 93 of 243 You should now be on the Select features to install page. Select Full Click Install
94 Page 94 of 243 The installation should now be running.
95 Page 95 of 243 You should now be on the Finish Page. Click Finish to exit this installer and return to the setup main menu
96 Page 96 of 243 Click Exit Visual Studio Ultimate 2010 is now installed.
97 Page 97 of 243 Lab 05: Install Team Build 2010 Service This lab will walk you through installing the Team Build service. Prerequisites This lab assumes that you have a running Team Foundation Server 2010 instance. The lab also assumes that you have installed Visual Studio Ultimate on the build machine. Install Team Build Insert your Team Foundation Server 2010 installation DVD into the drive or mount ISO image Open the DVD using Windows Explorer You should see the root of the DVD in Windows Explorer with folders for Team Explorer, the 64-bit version of TFS, and the 32-bit version of TFS. If you re installing on a 64-bit operating system, open the TFS-x64 directory If you re installing on a 32-bit operating system, open the TFS-x86 directory
98 Page 98 of 243 Locate setup.exe in the installation directory Double-click setup.exe You should now see the Microsoft Team Foundation Server 2010 installation welcome page.
99 Page 99 of 243 Click Next
100 Page 100 of 243 On the Options page, you ll choose the Build Service. Select Build Service If Team Foundation Server is already installed, click Update If Team Foundation Server is not installed on this machine, click either Install
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102 Page 102 of 243 When the installation is done, you ll see the following screen. Check Launch Team Foundation Server Configuration Tool Click Finish
103 Page 103 of 243 You should now see the Team Foundation Server Configuration Tool. In the left pane, choose Team Build Configuration Click Start Wizard
104 Page 104 of 243 Click Next
105 Page 105 of 243 You should now be on the Select a Team Project Collection screen. This screen is asking you which Team Project Collection you want to associate with this build server. Click the Browse button
106 Page 106 of 243 At this point, the Select a Team Foundation Server drop down is probably empty. We need to connect to a Team Foundation Server. Click the Servers button
107 Page 107 of 243 You should see the Add/Remove Team Foundation Server dialog. Click the Add button
108 Page 108 of 243 The Add Team Foundation Server dialog should be visible. In the Name or URL of Team Foundation Server box, type the name of your TFS machine Click the OK button
109 Page 109 of 243 You should be back on the Add/Remove Team Foundation Server dialog and your TFS instance should be visible in the Team Foundation Server list. Click Close
110 Page 110 of 243 Now that you ve added the reference to your TFS instance, the Team Project Collection dialog should now have the information about your team project collections. In the Directory box, select DefaultCollection Click Connect
111 Page 111 of 243 The path to the team project collection you just selected should now be visible in the Which team project collection are you configuring build services for box. Click Next
112 Page 112 of 243 You should now see the How would you like to configure Build Services on this machine page. Choose Default build services Set Maximum number of builds to run concurrently on this machine to 1 (recommended) Click Next
113 Page 113 of 243 This dialog specifies what user account the Team Build service should run as. Under Run the Build Service as, choose NT AUTHORITY\NETWORK SERVICE Click Next
114 Page 114 of 243 You should now be on the setting confirmation page. Click Next
115 Page 115 of 243 The installer will now run a series of checks to verify that the Build Service installation will succeed. You should see that all check have passed. Click the Configure button
116 Page 116 of 243 The configuration process will run and then show you the status of the installation tasks. All tasks should complete successfully. Click Next
117 Page 117 of 243 On the final page of the installation wizard, you should see that it has been configured successfully. Click Close
118 Page 118 of 243 You should be back at the Team Foundation Server Configuration main page. Click Close to exit the installation wizard
119 Page 119 of 243 After closing the installation wizard, the Team Foundation Administration Console should start automatically. From here, you can view the configuration settings for your TFS instance. In the left pane, choose Team Foundation Build You should see the information about the Team Build server that you just installed.
120 Page 120 of 243 Lab 06: Connect to Team Foundation Server from Visual Studio 2010 When you want to connect to Team Foundation Server from Visual Studio, you do it using Team Explorer. If you installed Visual Studio 2010 Ultimate, Team Explorer is automatically installed. Open Team Explorer Open Visual Studio 2010 Ultimate
121 Page 121 of 243 From the Team menu, choose Connect to Team Foundation Server You should now see the Connect to Team Project dialog. Click Servers
122 Page 122 of 243 You should now be on the Add/Remove Team Foundation Server dialog. Click Add You should see the Add Team Foundation Server dialog. This allows you to specify the TFS instance and TFS Team Project Collection that you want to connect to.
123 Page 123 of 243 Enter the name of your TFS machine in the Name or URL of Team Foundation Server box. Click OK You should now be back at the Add/Remove Team Foundation Server dialog and you should see your TFS machine in the Team Foundation Server list. Click Close
124 Page 124 of 243 You should now be back at the Connect to Team Project dialog. Click Connect You should now see the Team Explorer window with your TFS instance inside of it.
125 Page 125 of 243 Lab 07: Create a Team Project In Team Foundation Server, Team Projects are the container that hold and organize all of the artifacts related to a software development initiative. In this lab, you ll create a Team Project on your Team Foundation Server. Create the Team Project Open Visual Studio Go to Team Explorer You should see your Team Foundation Server in the Team Explorer window. You can create a Team Project by right-clicking on the node for your TFS instance. In the image below, the TFS node says tfs2010beta2\defaultcollection.
126 Page 126 of 243 Right-click the TFS server node and choose New Team Project
127 Page 127 of 243 You should now see the first page of the New Team Project wizard. Enter a name for your Team Project in the What is the name of the team project box. (Example: TFS Labs) Click Next
128 Page 128 of 243 You should now be on the Select a Process Template dialog. This page lets you specify the team project Process Template that will be used to create and organize your team project. From the Which process template should be used to create the team project drop down list, choose MSF for Agile Software Development v5.0 Beta 2 Click Next
129 Page 129 of 243 One of the things that the team project wizard does is to create a SharePoint site for the team project. The Team Site Settings wizard page lets you customize the SharePoint settings. Choose Create a new SharePoint site Click Next
130 Page 130 of 243 You should now see the Specify Source Control Settings page. Choose Create an empty source control folder Click Next
131 Page 131 of 243 Click Finish
132 Page 132 of 243 You should now see the Team Project Creation Status page and the creation process should be running.
133 Page 133 of 243 After a few minutes, the creation wizard should complete and you should see the Team Project Created window. From here, you can optionally choose to open the project template process guidance. Check Launch the process guidance for more information about running the team project Click Close
134 Page 134 of 243 You should now see your Visual Studio window and you should see the new team project in the Team Explorer window.
135 Page 135 of 243 In the left side of the window, you should see the process guidance website for MSF for Agile Software Development v5.0. You ve successfully created your team project.
136 Page 136 of 243 Lab 08: Configure Hyper-V The Virtual Lab Manager role relies on System Center Virtual Machine Manager and the Hyper-V virtualization stack to do its work. This guide will walk you through the process of enabling Hyper-V on a Windows 2008 server. Add the Hyper-V Role Go to the Start menu and search for Server Manager Click on the icon to run Server Manager You should now see the Server Manager application. In the right-side panel, locate the Roles Summary section
137 Page 137 of 243 Click the Add Roles button as highlighted above You should now see the Add Roles Wizard window. Click Next
138 Page 138 of 243 You should now see a list of available roles. Check the Hyper-V role Click Next
139 Page 139 of 243 Click Next
140 Page 140 of 243 You should now see the Create Virtual Networks dialog and there should be a list of the network cards on your server. If your server has more than one network card, Microsoft recommends that you use one network card for virtual machines and one network card for accessing the physical server. If you only have one network card, select this network card. Select the network card that you d like to use as the host for virtual machines Click Next
141 Page 141 of 243 You should now see the Confirm Installation Selections page. Click Install
142 Page 142 of 243 The installation should now be running.
143 Page 143 of 243 When the installation completes, you ll see the Installation Results page. Click Close You may be prompted to restart the server after installing Hyper-V. If prompted, click Yes to restart the server
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145 Page 145 of 243 When the reboot as completed, log in to your server. The Hyper-V installation will resume automatically.
146 Page 146 of 243 When the resumed installation completes, you should see the Installation Results window. Click Close The Hyper-V role is now installed on this server.
147 Page 147 of 243 Lab 09: Install System Center Virtual Machine Manager and Team Foundation Server Virtual Lab Manager The Virtual Lab Manager role relies on System Center Virtual Machine Manager (VMM) and the Hyper-V virtualization stack to do its work. This guide will walk you through the process of enabling VMM on a Windows 2008 server. Install System Center Virtual Machine Manager Server Insert the System Center Virtual Machine Manager installation disk in to the server s drive You should see the AutoPlay dialog. Click Run setup.exe
148 Page 148 of 243 You should see the System Center Virtual Machine Manager 2008 R2 welcome screen.
149 Page 149 of 243 On the welcome page, under the heading Setup, you ll see the various installation options. We re going to install a stand-alone instance of VMM Server. Click VMM Server
150 Page 150 of 243 After a short wait, the installer will put you on the License Terms page. Select I accept the terms of this agreement Click Next
151 Page 151 of 243 The Microsoft Update settings page allows you to hook VMM in to Windows Update for patches and service packs. Choose Use Microsoft Update when I check for updates (recommended) Click Next
152 Page 152 of 243 Choose Yes, I am willing to participate in the Customer Experience Improvement Program Click Next
153 Page 153 of 243 Enter your User name Enter your Company name Click Next
154 Page 154 of 243 The installer will run some checks to make sure that the installation can proceed. The dialog should indicate that Hardware and Software requirements have been met. Click Next
155 Page 155 of 243 Specify the location where you want to install the VMM program bits. Specify the Program files location Click Next
156 Page 156 of 243 VMM uses SQL Server to manage all its settings and data. At this point, you have the option to install a new instance of SQL Server Express 2005 SP3 on this server or to hook VMM in to an existing instance of SQL Server. For the sake of simplicity, we ll have the installer set up a new instance of SQL Server 2005 Express Edition SP3. Choose Install SQL Server 2005 Express Edition SP3 Click Next
157 Page 157 of 243 You should now be on the Library Share Settings dialog. This configures the Windows network share that will host the virtual machine library and store the virtual machine images. To this point, we ve accepted the default values in the installer and this has meant that the paths the installer has used are all on our System drive (aka. C drive ). Since virtual machines are usually quite large, you might want to store them on a separate drive from the system disk. If this is the case, you ll need to modify the Share location value. Choose Create a new library share Set Share name to MSSCVMMLibrary (Optional) Set Share location path Set Share description to Virtual Machine Manager Library Files Click Next
158 Page 158 of 243 You should now be on the Installation Settings dialog. Keep the default values Click Next
159 Page 159 of 243 You should now be on the Summary of Settings page. Click Install
160 Page 160 of 243 The installation should now be running.
161 Page 161 of 243 When the installation has completed, you should see all the individual components have checks next to them. Check Check for the latest Virtual Machine Manager updates Click Close
162 Page 162 of 243 Install the System Center Virtual Machine Manager Administrator Console As you can probably guess from the title, System Center Virtual Machine Manager allows you to manage virtual machines. In order to proceed, we need to install this application. Run setup.exe on the System Center Virtual Machine Manager 2008 R2 DVD Click the VMM Administrator Console button
163 Page 163 of 243 Choose I accept the terms of this agreement Click Next
164 Page 164 of 243 Click Next
165 Page 165 of 243 You should now be on the Prerequisites Check and the hardware and software requirements check should have passed. Click Next
166 Page 166 of 243 Click Next
167 Page 167 of 243 Click Next
168 Page 168 of 243 Click Install
169 Page 169 of 243 The installer should now be running.
170 Page 170 of 243 When the installation completes, you ll see the screen below. Check Open the VMM Administrator Console when the wizard closes Click Close
171 Page 171 of 243 Connect to the VMM Administrator Console After you click close on the installer, the VMM Administrator Console should open and you should see the Connect to Server dialog. Click Connect You should now see the administrator console.
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173 Page 173 of 243 Add Hyper-V Host Machines to Virtual Machine Manager Now that we have connected to VMM, let s connect some Hyper-V host machines so that we can do some actual work. Since we re doing a simple deployment of VMM and Virtual Lab Manager, we re going to use the local machine as our only Hyper-V host. In a more typical production machine, you ll have multiple Hyper-V hosts. In the lower left of the administrator window, click Hosts This will bring up the All Hosts list in the center pane and you ll see that there are no hosts currently configured.
174 Page 174 of 243 On the right side of the window, you ll see a panel labeled Actions. Click Add host
175 Page 175 of 243 You should now see the Select Host Location dialog of the Add Hosts wizard. Choose Windows Server-based host on an Active Directory domain Enter the connection s User name (example: administrator) Enter the connection s Password Enter the connection s Domain (example: BENDAY) Check Host is in a trusted domain Click Next
176 Page 176 of 243 You should now be on the Select Host Servers page of the wizard. Enter the Domain for the host server (example: BENDAY) Enter the Computer name for the host server (example: vostro1520) Click Add
177 Page 177 of 243 You should now see the server in the Selected servers list. Click Next
178 Page 178 of 243 Click Yes Click Next
179 Page 179 of 243
180 Page 180 of 243 You should now be on the Host Properties page of the wizard. This page allows you to specify where the Hyper-V machines should be stored on the host machine s local disks. Under Add the following path, type the location on disk that you want to run the Hyper-V machines from. (Example: f:\hyperv_virtualmachines) Verify that the path exists on disk Click Add
181 Page 181 of 243 The path you entered should now be in the Default virtual machine paths list box. Click Next
182 Page 182 of 243 You should now see the Summary page with the outline of what is about to be configured. Click Add Hosts
183 Page 183 of 243 You should now see the Jobs window and the Add virtual machine host job should be running.
184 Page 184 of 243 After a few minutes, the job should complete successfully. Close the Jobs window
185 Page 185 of 243 (Optional) The New Host Needs Attention You might see that your new host s status is Needs Attention. This indicates that your server is missing some hotfixes. Double-click your new server
186 Page 186 of 243 Click on the Status tab If you see the message that says Virtualization server version: Upgrade Available, you need to apply some hotfixes.
187 Page 187 of 243 Download the following hotfixes o Hyper-V Update for Windows Server 2008 x64 Edition (KB956589) o Update for Windows Server 2008 x64 Edition (KB956774) Install the hotfixes Reboot the server Log back in to the server Start Virtual Machine Manager Administrator Console The new Hyper-V host status should be to OK now.
188 Page 188 of 243 Add the Team Foundation Server Service Account to the VMM Administrators Role Ok. So we have System Center Virtual Machine Manager installed and we have a Hyper-V host configured. Let s start connecting VMM to Team Foundation Server. The first step is to grant the TFS service user permissions to administer VMM. If you followed the instructions in the TFS installation lab, the TFS service account will be NT Authority\NetworkService. In the lower left of the VMM Administrator, click Administration In the upper left of the VMM Administrator, locate the Administration pane Click User Roles
189 Page 189 of 243
190 Page 190 of 243 In the User Roles panel, double-click Administrator You should now see the User Role Properties dialog. Click the Members tab
191 Page 191 of 243 Click the Add button You should now see the Select Users, Computers, or Groups dialog. Under Enter the object names to select, type the name of your TFS2010 s Service Account. This will probably be TFSService. Click Check Names The service account s user name should now be fully qualified as shown in the image below. Click OK to exit this dialog
192 Page 192 of 243 You should now be back on the User Role Properties dialog and you should see the TFSSERVICE account in the list. Click OK to exit the dialog
193 Page 193 of 243 Close Virtual Machine Manager. Our System Center Virtual Machine Manager machine is ready to go. Next up: Team Foundation Server.
194 Page 194 of 243 Configure Team Foundation Server to Use Lab Management At the moment, our TFS machine doesn t know anything about the System Center configuration that we ll use for Lab Management. To start, we ll need to install System Center Virtual Machine Manager on our TFS machine. Log on to the Team Foundation Server 2010 machine as a user with Administrator permissions Insert the System Center Virtual Machine Manager 2008 R2 DVD in to the DVD drive Run setup.exe on the System Center Virtual Machine Manager 2008 R2 DVD
195 Page 195 of 243 You should now see the System Center welcome screen. Click the VMM Administrator Console button
196 Page 196 of 243 Choose I accept the terms of this agreement Click Next
197 Page 197 of 243 Click Next
198 Page 198 of 243 You should now be on the Prerequisites Check and the hardware and software requirements check should have passed. Click Next
199 Page 199 of 243 Click Next
200 Page 200 of 243 Click Next
201 Page 201 of 243 Click Install
202 Page 202 of 243 The installer should now be running.
203 Page 203 of 243 When the installation completes, you ll see the screen below. Click Close If Windows Update prompts you to install any patches, install them now.
204 Page 204 of 243 Configure Team Foundation Server Lab Management Now we need to open the Team Foundation Administration Console. Click Start Search for Team Foundation Administration Click Team Foundation Administration Console from the Programs search results
205 Page 205 of 243 You should now see the Team Foundation Server Administration Console. In the left side pane, click Lab Management
206 Page 206 of 243 You should now see the Lab Management page and see that the SCVMM Settings and Network Isolation Settings are both set to Not Configured. Click Configure Lab Management
207 Page 207 of 243 You should now see the Edit Lab Management Settings dialog. Under SCVMM Server Name FQDN, type the name of the server running System Center Virtual Machine Manager. (Example: vostro1520.benday.local) Click Test and verify that the test passes Under Network Location, enter the preferred location name specified for the Hyper-V hosts in System Center Virtual Machine Manager. Click the Network Isolation tab
208 Page 208 of 243
209 Page 209 of 243 Click Test and verify that the test passes Click OK to exit the settings dialog
210 Page 210 of 243 You should now be back at the administrator console and you should see that Lab Management is now configured.
211 Page 211 of 243 Configure Team Project Collections for Lab Management Now we need to configure the Team Project Collections that will use Lab Management.
212 Page 212 of 243 In the right side of the console, you should see the list of Team Project Collections. Choose DefaultCollection Click the Lab Management tab
213 Page 213 of 243 Click Configure Library Shares
214 Page 214 of 243 You should now see the Library Shares tab of the Lab Management settings dialog. Click the Add button
215 Page 215 of 243 On the Select Library Shares dialog, you should see the list of library shares in System Center Virtual Machine Manager. Choose one or more library shares from the list Click Add
216 Page 216 of 243 You should now be back on the Lab Management settings dialog and you should see the library shares that you chose listed in this dialog. For each library collection, set Auto Provision to checked Click Verify
217 Page 217 of 243 After you click the Verify button, you should see the confirmation that the verification passed as shown in the image below. Click Host Group tab Click Add
218 Page 218 of 243 The Select Host Groups dialog should now be visible. Choose All Hosts Click Add
219 Page 219 of 243 For each selected host, set the Auto Provision value to check Click Verify
220 Page 220 of 243 If you are prompted for the credentials to connect to the host collection, it means that the TFS Service Account hasn t been granted administrator rights on one or more of the VM hosts. If you enter the credentials of an administrator, this dialog will attempt to fix this problem. Enter the Username for an Administrator (Example: benday\administrator) Enter the Password Click OK
221 Page 221 of 243 If you re curious, you can see what the Lab Administrator Credentials dialog did by logging in on the VM host machine(s) and checking out the members of the local Administrators group. You ll see that TFSService is now a member of the Administrators group as shown below. Back on the TFS2010 dialog, you should now be back on the Hosts tab and you should see that the verification process has passed as seen in the image below.
222 Page 222 of 243 Click OK to exit the dialog
223 Page 223 of 243 On the Team Foundation Server Administration Console window, you should now see that the Library Shares and Host Groups items both contain values. Lab Management is now configured.
224 Page 224 of 243 Verify Lab Management In order to verify the Lab Management configuration, you ll need to create a new Team Project in the default project collection. Create a new Team Project in the DefaultCollection named Lab Management Test During the Team Project creation process, you ll see a status item of Lab task completed. This is the first positive sign that the configuration is working.
225 Page 225 of 243 When the Team Project has been created, we need to log in to a machine that has Microsoft Test and Lab Manager installed. This product is part of the Visual Studio 2010 Ultimate installer. Log on to a machine with Microsoft Test and Lab Manager installed Click Start Type Lab Manager in the search box Click Microsoft Test and Lab Manager from the Programs results
226 Page 226 of 243 You should now see the Test and Lab Manager splash screen.
227 Page 227 of 243 You ll be prompted to choose a Team Project. If your list of projects is blank as in the image below, you ll need to connect to Team Foundation Server. Click Add server
228 Page 228 of 243 Type the name of your Team Foundation Server. (Example: tfs2010beta2) Click Add
229 Page 229 of 243 You should now see your Team Foundation Server in the Connect to Your Team Project list. Now you need to find the Lab Management Test project in the list. Expand the nodes until you see the Lab Management Test project Choose the Lab Management Test project Click Connect Now
230 Page 230 of 243 Now that you ve connected to TFS and a Team Project, you ll land on the Testing Center page. Click Lab Center
231 Page 231 of 243 Click Continue
232 Page 232 of 243 You should now be on the Lab Center window.
233 Page 233 of 243 Click on the Library tab Click Virtual Machines and Templates Click Import You should now be on the Import virtual machine or template page. Next to the Path value, click Browse
234 Page 234 of 243 Select a virtual machine from the list Click Add Choose a Default role (example: Desktop Client) Click Next
235 Page 235 of 243
236 Page 236 of 243 Click Next You should now be on the summary page. Click Finish
237 Page 237 of 243 You ve successfully imported a virtual machine in to Team Foundation Server. Let s set up a new virtual environment.
238 Page 238 of 243 Click the Lab tab Create the new virtual environment. Click the New menu and choose New virtual environment
239 Page 239 of 243 Set Name to Blank Environment Click Next You should now be on the virtual environment s Machines tab. In the right side of the window, you should see the virtual machine that you imported. We re going to add this machine to the environment. Double-click the virtual machine
240 Page 240 of 243 You should now see the virtual machine in the environment. Click Finish
241 Page 241 of 243 You should now see that the environment is creating as shown in the images below.
242 Page 242 of 243 After a few minutes, the environment should be created. You ve successfully installed and verified Lab Management.
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