Team Foundation Server 2017 Installation Guide
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1 Team Foundation Server 2017 Installation Guide Page 1 of 87 Team Foundation Server 2017 Installation Guide Benjamin Day benday@benday.com v1.0.0 November 15, 2016
2 Team Foundation Server 2017 Installation Guide Page 2 of 87 Contents Chapter 1: Install Windows Server Introduction... 3 Install Windows Server (Optional) Turn off IE Enhanced Security Configuration (Optional) Enable Remote Desktop Join this Server to the Active Directory Domain Chapter 2: Install Pre-requisites for SQL Server 2016 and Team Foundation Server Chapter 3: Install SQL Server Chapter 4: Install Team Foundation Server Introduction Run the Installer Chapter 5: Configure an SMTP Server for Team Foundation Server
3 Team Foundation Server 2017 Installation Guide Page 3 of 87 Chapter 1: Install Windows Server 2016 Introduction The first step for installing Team Foundation Server 2017 (TFS2017) is to install Windows Server. In this guide, I m going to be using Windows Server I m also assuming that you ll be installing TFS2017 in a single server configuration aka. the TFS Application Tier and SQL Server will be installed on a single machine. Install Windows Server 2016 I m assuming that you ve got an Active Directory Domain already set up and configured and that we ll eventually be joining this new server to that domain. Either insert your Windows Server 2016 DVD into the DVD drive or mount the Windows Server 2016 ISO image into the DVD drive for your virtual machine. Start the machine
4 Team Foundation Server 2017 Installation Guide Page 4 of 87 You will see the Press any key to boot from CD or DVD. message appear. Press any key to boot from the DVD drive
5 Team Foundation Server 2017 Installation Guide Page 5 of 87 You should see the Windows Setup welcome screen. Click Next
6 Team Foundation Server 2017 Installation Guide Page 6 of 87 Click the Install now button
7 Team Foundation Server 2017 Installation Guide Page 7 of 87 You should see a screen saying that setup is starting.
8 Team Foundation Server 2017 Installation Guide Page 8 of 87 You ll be prompted for a license key. Enter your license key Click the Next button
9 Team Foundation Server 2017 Installation Guide Page 9 of 87 You ll be prompted to choose what version of Windows Server 2016 that you d like to install. This guide assumes that you ll be installing Windows Server 2016 Standard and that you ll be installing the graphical user interface (GUI). Choose Windows Server 2016 Standard (Desktop Experience) Click the Next button
10 Team Foundation Server 2017 Installation Guide Page 10 of 87 You ll be shown the license terms. Read the license terms in painstaking detail Check the I accept the license terms box Click the Next button
11 Team Foundation Server 2017 Installation Guide Page 11 of 87 We ll be doing a new installation rather than an upgrade. Click Custom: Install Windows only (advanced)
12 Team Foundation Server 2017 Installation Guide Page 12 of 87 You should now see a dialog that lets you choose where you d like to install windows. I m assuming that we ll be installing on a new computer without any existing partitions on the disk. Choose Drive 0 Unallocated Space or another appropriate partition or unallocated disk space Click Next
13 Team Foundation Server 2017 Installation Guide Page 13 of 87 The installation should now be running.
14 Team Foundation Server 2017 Installation Guide Page 14 of 87 Your server will automatically reboot when the installation is complete and you ll be prompted to create an administrator password. Enter your password in the Password box Enter your password in the Reenter password box Click the Finish button
15 Team Foundation Server 2017 Installation Guide Page 15 of 87 You should now see the lock screen for your new server. Type CTRL-ALT-DEL to open a login prompt
16 Team Foundation Server 2017 Installation Guide Page 16 of 87 You should see the login prompt. Enter your password followed by <ENTER>
17 Team Foundation Server 2017 Installation Guide Page 17 of 87 You should now be logged in and you should see the server manager dashboard. The next step is to run Windows Update to patch this server. Click the Windows button in the bottom left of the screen to navigate to the Start screen
18 Team Foundation Server 2017 Installation Guide Page 18 of 87 You should now be at the Start menu. In the search box, type Check for updates Click Check for updates in the search results
19 Team Foundation Server 2017 Installation Guide Page 19 of 87 You should now see the Settings window. By default, Windows Update only gets patches for Windows itself but we want to enable patches for other products as well. Click the Advanced options link
20 Team Foundation Server 2017 Installation Guide Page 20 of 87 You should be on a screen with the title Advanced options. Check Give me updates for other Microsoft products when I update Windows In the upper left corner of the screen, click the back arrow button
21 Team Foundation Server 2017 Installation Guide Page 21 of 87 You should be back on the Update status screen. Click the Check for updates button
22 Team Foundation Server 2017 Installation Guide Page 22 of 87 Windows Update should now be checking for updates. Windows Update will probably find a ton of available updates. Let them all run and reboot your server as needed. When the patches are all finished applying, make sure you re logged in as Administrator and continue on to the next page where I ll walk you through the optional setp of disabling a useless and annoying anti-feature in Windows called IE Enhanced Security.
23 Team Foundation Server 2017 Installation Guide Page 23 of 87 (Optional) Turn off IE Enhanced Security Configuration Ok. So if you re paranoid about the internet and making sure that your server doesn t accidentally get infected by a virus that comes in because of someone s hapless browsing habits, you ll probably want to skip this section. If you don t wear a tinfoil hat every day to keep the illuminati s evil space rays from controlling your mind, then you re probably like me and find IE Enhanced Security to be a royal pain in the behind. At some point, you re going to want to use the Internet Explorer web browser on this server and it ll be painful if IE Enhanced Security is turned on. Let s turn it off. You ll start this process by using Server Manager. In the left column of Server Manager, click Local Server
24 Team Foundation Server 2017 Installation Guide Page 24 of 87 Towards the right side of the Server Manager window, you ll see an item that says IE Enhanced Security Configuration. It ll be set to On. Click the link that says On
25 Team Foundation Server 2017 Installation Guide Page 25 of 87 You should now see the Internet Explorer Enhanced Security Configuration dialog. Under Administrators, select the Off radio button (Optional) Under Users, select the Off radio button Click the OK button
26 Team Foundation Server 2017 Installation Guide Page 26 of 87 You should now be back at the main page of the Server Manager. Click the Refresh button IE Enhanced Security Configuration should now be set to Off.
27 Team Foundation Server 2017 Installation Guide Page 27 of 87 (Optional) Enable Remote Desktop Are you lazy or maybe lazy-ish? Do you like convenience? Yah. Me, too. So that means that you ll probably want to enabled Remote Desktop. If you re a member of the Tinfoil Hat Patrol, you ll probably want to skip this section. Find Remote Desktop in Server Manager Click the Disabled link to the right of Remote Desktop
28 Team Foundation Server 2017 Installation Guide Page 28 of 87 You should now see the System Properties dialog. In the Remote Desktop group, choose Allow remote connections to this computer Click the OK button Remote Desktop is enabled.
29 Team Foundation Server 2017 Installation Guide Page 29 of 87 Join this Server to the Active Directory Domain At the moment, you ve got a stand-alone server with a wacky name that s not attached to anything. Workgroups? That s like the networking equivalent of having a stand-alone MP3 player that only syncs over USB. Who does that? What year is this?! 2005?! Not very useful. You ll now rename this computer and join it to your Active Directory domain so that it plays nicely with others. In Server Manager, you ll see Computer name and Workgroup. Click on the computer name link
30 Team Foundation Server 2017 Installation Guide Page 30 of 87 You should now see the System Properties dialog. Click the Change button
31 Team Foundation Server 2017 Installation Guide Page 31 of 87 You should now be on the Computer Name/Domain Changes dialog. The dialog should be showing you the current name of the computer and the workgroup membership.
32 Team Foundation Server 2017 Installation Guide Page 32 of 87 You should now change the values to be what you want the server to be named and the Active Directory domain that it should be attached to. In the Computer name textbox, enter the desired name for this server Under Member of choose the Domain radio button In the Domain textbox, enter the name of the Active Directory domain Click the OK button
33 Team Foundation Server 2017 Installation Guide Page 33 of 87 You ll be prompted for the username and password for a domain administrator for the target domain. Enter the username and password Click OK You should see a dialog welcoming you to the new domain. Click OK
34 Team Foundation Server 2017 Installation Guide Page 34 of 87 You ll be notified that you ll need to reboot this server. Click the OK button Click the Close button
35 Team Foundation Server 2017 Installation Guide Page 35 of 87 Click the Restart Now button The server will restart and return you to the lock screen. The server has been installed and joined to the domain. NOTE: It is optional but you might find it helpful to configure this server to have a static IP address and a static A record entry in your DNS server.
36 Team Foundation Server 2017 Installation Guide Page 36 of 87 Chapter 2: Install Pre-requisites for SQL Server 2016 and Team Foundation Server 2017 Before you can install SQL Server or Team Foundation Server, you ll need to enable their prerequisite roles and features in Windows Server. Log on to the server using an account that is a member of the Administrators group Run Server Manager First we need to verify that the.net Framework 3.5 features are installed on this server. In Server Manager, click Add roles and features On the Before you begin page of the wizard, click Next On the Select installation type page, choose Role-based or feature-based installation and click Next On the Select destination server page o Choose Select a server from the server pool o Select the name of the current server o Click Next
37 Team Foundation Server 2017 Installation Guide Page 37 of 87 You should now be on the Select server roles page of the wizard. Check Web Server (IIS)
38 Team Foundation Server 2017 Installation Guide Page 38 of 87 You ll see an Add Roles and Features Wizard dialog prompting you to add some additional features. Click Add Features
39 Team Foundation Server 2017 Installation Guide Page 39 of 87 Web Server (IIS) should now be checked. Click Next You should now be on the Select features page. Verify that.net Framework 4.6 Features is checked Expand the.net Framework 4.6 Features node Check ASP.NET 4.6 Click Next
40 Team Foundation Server 2017 Installation Guide Page 40 of 87 You ll probably see a message about the Web Server (IIS) role. Click Next
41 Team Foundation Server 2017 Installation Guide Page 41 of 87 You should now see the Select role services page of the wizard. Click the Next button
42 Team Foundation Server 2017 Installation Guide Page 42 of 87 You should now be on the Confirm installation selections page. Click the checkbox for Restart the destination server automatically if required You ll be prompted to approve automatic restarts. Click Yes
43 Team Foundation Server 2017 Installation Guide Page 43 of 87 You should now be on the Confirm installation selections page and Restart the destination server automatically if required should be checked. Check Restart the destination server automatically if required Click Install
44 Team Foundation Server 2017 Installation Guide Page 44 of 87 The features should now be installing.
45 Team Foundation Server 2017 Installation Guide Page 45 of 87 Eventually, the feature installation should finish. Verify that the installation succeeded Click Close (Optional) Reboot the server
46 Team Foundation Server 2017 Installation Guide Page 46 of 87 Chapter 3: Install SQL Server 2016 This chapter will walk you through the process of installing SQL Server 2016 for use with TFS. Log on to the server using an account that is a member of the Administrators group Insert the SQL Server 2016 DVD or mount the appropriate ISO image Open the DVD drive using Windows Explorer (explorer.exe) Run the SQL Server setup program Click Yes on any User Account Control dialogs that appear
47 Team Foundation Server 2017 Installation Guide Page 47 of 87 You should now see the SQL Server Installation Center window. In the left panel, click Installation In the right panel, click New SQL Server stand-alone installation or add features to an existing installation
48 Team Foundation Server 2017 Installation Guide Page 48 of 87 You might now be prompted for a license key. Enter a product key Click Next
49 Team Foundation Server 2017 Installation Guide Page 49 of 87 Check I accept the license terms Click Next
50 Team Foundation Server 2017 Installation Guide Page 50 of 87 Check Include SQL Server product updates Click Next
51 Team Foundation Server 2017 Installation Guide Page 51 of 87 Verify that none of the install rule checks have failed. Verify that there are 0 failures Click Next
52 Team Foundation Server 2017 Installation Guide Page 52 of 87 You should now be on the Feature Selection page. Under Instance Features check o Database Engine Services o Full-text and Semantic Extractions for Search o Analysis Services o Reporting Services Native Click Next
53 Team Foundation Server 2017 Installation Guide Page 53 of 87 You should now be on the Instance Configuration page. Choose Default instance Click Next
54 Team Foundation Server 2017 Installation Guide Page 54 of 87 On the Server Configuration page you need to set all the services to automatically start. For each service, set Startup Type to Automatic Click Next
55 Team Foundation Server 2017 Installation Guide Page 55 of 87 Choose Windows authentication mode Click the Add Current User button to add the current user as a SQL Server administrator (Optional) Click the Add button and add the Domain Admins group to the SQL Server administrators Click Next
56 Team Foundation Server 2017 Installation Guide Page 56 of 87 Click the Add Current User button to add the current user as an Analysis Server administrator (Optional) Click the Add button and add the Domain Admins group to the Analysis Services administrators Click Next
57 Team Foundation Server 2017 Installation Guide Page 57 of 87 Choose Install and configure Click Next
58 Team Foundation Server 2017 Installation Guide Page 58 of 87 You should now see the Ready to Install page. Click Install
59 Team Foundation Server 2017 Installation Guide Page 59 of 87 The installer should now be running.
60 Team Foundation Server 2017 Installation Guide Page 60 of 87 Eventually, the installer should finish. Verify that all items installed successfully Click Close to exit the installer
61 Team Foundation Server 2017 Installation Guide Page 61 of 87 You should now be back on the SQL Server Installation Center. (Optional) Install SQL Server Management Tools Or click the close button to exit the installer SQL Server 2016 is now installed. (Recommended) Re-run Windows Update and install any available updates
62 Team Foundation Server 2017 Installation Guide Page 62 of 87 Chapter 4: Install Team Foundation Server 2017 Introduction Now that Windows and SQL Server are installed, you re ready to install Team Foundation Server 2017 (TFS2017). You ll probably want to create three domain accounts for use by the various pieces of TFS: TFS Service (domain\tfsservice), TFS Reports (domain\tfsreports), and TFS Build (domain\tfsbuild). If you re installing this on a Hyper-V virtual machine with dynamic memory enabled, change the minimum amount of RAM to 2GB (at least temporarily) to allow Team Foundation Server 2017 to install along with SQL Server. Gather the username and passwords for the 3 TFS service accounts (see above) Log on to the server using a user account with Administrator privileges Run the Installer Mount the TFS2017 ISO image or insert a TFS2017 installer DVD Using Windows Explorer (explorer.exe), navigate to the installer directory Run Tfs2017.exe You should see the Team Foundation Server Setup dialog.
63 Team Foundation Server 2017 Installation Guide Page 63 of 87 Click Install
64 Team Foundation Server 2017 Installation Guide Page 64 of 87 The installer will run and start to copy files to your disk.
65 Team Foundation Server 2017 Installation Guide Page 65 of 87 You should now see the Team Foundation Server Configuration Center. Choose Configure Team Foundation Server Click Start Wizard
66 Team Foundation Server 2017 Installation Guide Page 66 of 87 You should now be on the welcome page. Choose Yes, I want to participate in the Visual Studio Experience Improvement Program Click Next
67 Team Foundation Server 2017 Installation Guide Page 67 of 87 You should now be on the Deployment Type page. Select This is a new Team Foundation Server deployment Click Next On the Select your deployment scenario page, you ll be prompted to choose between a TFS Basic or TFS Advanced deployment. Since this guide assumes that you re using SQL Server Reporting Services with TFS, you ll need to choose the Advanced version. Choose New Deployment Advanced Click Next
68 Team Foundation Server 2017 Installation Guide Page 68 of 87 The Specify Team Foundation Server Databases page prompts you to choose your SQL Server database. This guide assumes that you installed SQL Server 2016 Standard on the same machine as TFS. To the right of the SQL Server Instance textbox, click the Test link to verify the connection to SQL Server Confirm that the test passes Click Next
69 Team Foundation Server 2017 Installation Guide Page 69 of 87 You should now see the Service Account page. You can choose to run TFS as a system account but I find that this makes permissions management more specifically, permissions debugging much harder later on when you start doing automated builds, automated deployments, and automated testing. My recommendation is to run TFS as a separate service account. Choose Use a user account In the Account Name textbox, type the fully-qualified name of the service account. Example: demo\tfsservice In the Password textbox, enter the password for the service account Click the Test link to verify the credentials are correct Click Next
70 Team Foundation Server 2017 Installation Guide Page 70 of 87 You should now see a page prompting you for the configuration of TFS in IIS. You may see a warning about using SSL encryption. It s a good idea but it s not required. (Optional) At the bottom of this page, there s a section for File Cache Location. TFS caches files for efficiency. The contents of this directory can become impressively large. For performance reasons and for disk space management reasons, you probably should put this on a separate disk ideally on a different spindle than your system/operating system drive. (Optional) Change the Folder path to reference the desired location and disk. Click Next
71 Team Foundation Server 2017 Installation Guide Page 71 of 87 TFS2017 adds a bunch of new features to help you search the contents of your team projects. This is an optional feature. Option 1: If you do not want to install Search: Uncheck Install and configure Search Click Next
72 Team Foundation Server 2017 Installation Guide Page 72 of 87 Option #2: Install Search Check Install and configure Search Choose Install Search Service Set the Location of the search index to the drive and folder you want to use for search. For performance reasons, you ll probably want to keep this on a different drive than the system drive. If your TFS installation is large and busy, you may want to put this on its own drive by itself. In the screenshot, I m putting this on the same drive as my TFS File Cache at E:\TfsData\Search\IndexStore. Under Service Account choose Use a user account Set Account Name to the service account want to use to run search. In this configuration, I m using the same account at the TFS Service, demo\tfsservice Set the Password for the service account Click the Test link to verify the service credentials Click Next
73 Team Foundation Server 2017 Installation Guide Page 73 of 87 You should now see the Configure Reporting for Team Foundation Server page. This is another optional feature but this guide assumes that you re installing support for SQL Server Reporting Services with TFS2017. Check Configure Reporting for use with Team Foundation Server Click Next
74 Team Foundation Server 2017 Installation Guide Page 74 of 87 You should now see the Provide Reporting Services Settings for Team Foundation Server page. These values should be automatically populated. Click Next You should now see the Analysis Services settings page. Click the Test link to verify the connection to SQL Server Analysis Services Click Next
75 Team Foundation Server 2017 Installation Guide Page 75 of 87 Next you ll provide the credentials for the SQL Server Reporting Services Reports. You have the option of skipping this and running with the same account as the TFS Service Account but this is probably not ideal for security reasons. Check Use a different account than the Team Foundation Server service account Set Account Name to the fully qualified username of the service account Set the Password for the service account Click the Test link to verify the credentials Click Next
76 Team Foundation Server 2017 Installation Guide Page 76 of 87 You should now be on the page asking if you d like to install the integration with SharePoint. The answer is no. No, you have no interest in installing any kind of integration with TFS and SharePoint. THE END. Uncheck Enable integration with SharePoint Click Next
77 Team Foundation Server 2017 Installation Guide Page 77 of 87 The installer will now prompt you to create a new Team Project Collection (TPC). The answer to this one (unless you re doing a migration) is yes. Check Create a new team project collection Click Next
78 Team Foundation Server 2017 Installation Guide Page 78 of 87 You should now be on the Confirm the Configuration Settings Before Proceeding page. Click Next
79 Team Foundation Server 2017 Installation Guide Page 79 of 87 The installer will run some readiness checks. They should all come back as passed except for the Search Configuration item. The Search feature requires the Oracle Server JRE to be installed and this warning is prompting you to accept the licensing agreement for the JRE. Check I accept the Oracle Binary Code License Agreement for Java SE Click the Configure button
80 Team Foundation Server 2017 Installation Guide Page 80 of 87 The configuration process should now be running.
81 Team Foundation Server 2017 Installation Guide Page 81 of 87 The configuration process should end with a message saying Success. Click Next
82 Team Foundation Server 2017 Installation Guide Page 82 of 87 You should now be on the Review the Results page. Click Close Team Foundation Server 2017 is now configured and running.
83 Team Foundation Server 2017 Installation Guide Page 83 of 87
84 Team Foundation Server 2017 Installation Guide Page 84 of 87 Chapter 5: Server 2017 Configure an SMTP Server for Team Foundation TFS2017 has this great new feature in work item tracking called Follow. You open a work item and there s a button in the upper right corner of the work item that says Follow and when you click it, TFS will send you s regarding activity on this work item. BUT! If you don t configure an SMTP server for TFS, this Follow button won t be there. You also won t be able to get alerts either. You ll definitely want to configure an SMTP server connection for TFS. You probably already have an SMTP server available to you but, if you don t, you can enable the SMTP Server feature in Windows Server Log in to your TFS2017 machine as an administrator Go to the Start menu Search for Team Foundation Administrator Console
85 Team Foundation Server 2017 Installation Guide Page 85 of 87 You should see the Team Foundation Administrator Console. In the left column, click on Application Tier In the right panel, scroll down until you location the Alert Settings. Click Alert Settings
86 Team Foundation Server 2017 Installation Guide Page 86 of 87 You should now see the Alert Settings dialog. Check Enable Alerts Set SMTP Server to the hostname or IP address for your SMTP server. Click OK
87 Team Foundation Server 2017 Installation Guide Page 87 of 87 You should now be back on the main window of the admin console. The alert settings should now be populated with your SMTP server. (Optional) If you open a work item, you ll now see the Follow button is available to you. Your TFS is ready to send s.
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