PortalWorX Installing SharePoint Services

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1 Description: Guide to installing Windows SharePoint, a prerequisite for PortalWorX. OS Requirement: Windows Server 2003/Server General Requirement: IIS, ASP.NET, SQL Server 2000 or SQL Server Introduction Windows SharePoint is a required component for ICONICS PortalWorX. PortalWorX is built upon Windows SharePoint by adding web parts that leverage ICONICS technology to an existing SharePoint portal. This application note walks through how to install Windows SharePoint 3.0 and 2.0. While we support both versions of Share Point, we do recommend that you use SharePoint 3.0 whenever possible. Figure 1 - ASP.NET Error Dialog 3. If all of the prerequisites are properly detected, the initial SharePoint setup screen will appear, and you will need to accept the terms in the License Agreement to continue, see Figure 2. Windows SharePoint 3.0 Due to the many language versions available for SharePoint, it is impossible for us to include them all on the BizViz CD. As of this publishing, the latest version of SharePoint is 3.0 with SP1 and you can find a download of it here: F93E453-75F1-45DF-8C6F-4565E8549C2A&displaylang=en The download is approximately 106 MB; therefore we recommend saving it to disk rather than opening it directly from the website. This Application note explains how to install SharePoint 3.0 SP1 on Windows Server 2003 SP2 and SQL Server 2005 on a local machine, but it should work the same way with other operating system, as well. Installing SharePoint Run the file SharePoint32.exe (the installation setup file) from the location where you saved it on your hard drive to launch the SharePoint installation. The installation will check for some prerequisites, including Internet Information and ASP.NET. If any of those prerequisites are not found, you will be asked to install them before you can continue with the SharePoint installation. 2. If you are missing ASP.NET a message will appear, see Figure 1. To install the most recent version of ASP.NET, follow the directions in the error message. Figure 2 - Initial SharePoint Setup Screen 4. Check the box that says, I accept the terms in the License Agreement and then click the Continue button. 5. When prompted to choose between Basic and Advanced installation as in Figure 3, choose Advanced installation. Basic Installation will install a single server standalone using default setting and will install WMSDE (SQL Lite ). WMSDE does not scale as well as SQL Server, hence it is not recommended for use with PortalWorX. The Basic Installation would also extend your Default web site during the installation, which would most likely break other ICONICS applications such as WebHMI or the Unified Web Interface. Figure 3 - Selecting the "Advanced" Option Copyright 2010 ICONICS, Inc. Page 1 of 5 PortalWorX - Installing SharePoint.docx

2 6. On the next window, select Web Front End as the server type in the Server Type tab. You can leave the other tab options as default. It will then proceed with the installation. After the installation is done, you will then need to run the SharePoint Products and Technologies Configurations Wizard. Configuring SharePoint 3.0 After you have installed SharePoint, a web page will appear with the title SharePoint Products and Technologies Configurations Wizard. 4. The next page will let you configure the Central Web Administration for the new Server Farm. Make sure you choose NTLM as the authentication provider. You can leave the port number unchecked if you are not sure, see Figure 6. Click Next, and it will show you all the configuration settings that we have done. Click Next to let SharePoint perform all the tasks that need to be done based on the configuration. 1. When you click Next on the first page, you will then see a notification that some of the services will need to be restarted. This includes Internet Information (IIS), SharePoint Administration, and SharePoint Timer. If you do not need these services for now, click Yes to restart it while we are setting up SharePoint. 2. If you click Yes (recommended), the next page will be a dialog to connect to a server farm. Select No, I want to create a new server farm. as shown below. Figure 6 - Completing the SharePoint Configuration Wizard Figure 4 - Selecting Option to Create a New Server Farm 3. The ensuing page will ask you for information regarding your database (SQL) server. Enter all the required information, including the database server location, name of the database, username, and the password, see Figure After all the tasks that SharePoint performed are completed, it will let you know that the Configuration was successful. Click Finish, then it will automatically run the SharePoint Central Administration website. Figure 5 - Configuring Database Server Information Figure 7 - SharePoint 3.0 Central Administration If you have made it this far, you have successfully configured Windows SharePoint! Now you are ready to install PortalWorX. For help on that refer to the Application note titled PortalWorX - Quick Start with SharePoint 3.0. Copyright 2010 ICONICS, Inc. Page 2 of 5 PortalWorX - Installing SharePoint.docx

3 Windows SharePoint 2.0 Windows Server 2003 non-r2 users need to download Windows SharePoint from Microsoft before they can install it. Due to the many language versions available for SharePoint, it is impossible for us to include them all on the BizViz CD. As of this publishing, the latest version of SharePoint is 2.0 with SP2 and you can find a download of it here: int/wss.mspx 2. If you are missing ASP.NET the following message will appear. To install the most recent version of ASP.NET, follow the directions in the error message as shown in Figure If all of the prerequisites are properly detected, the initial SharePoint setup screen will appear, as shown in Figure 8. The download is approximately 40 MB; therefore we recommend saving it to disk rather than opening it directly from the website. For Windows Server 2003 R2 Users This section details how to install Windows SharePoint for users with Windows Server 2003 R2. If you are not yet using R2, please skip ahead to the next section titled, Installing SharePoint for Windows Server 2003 Pre-R2. 1. Open Control Panel from Start Settings Control Panel. 2. Click on Add or Remove Programs. 3. Click on Add/Remove Windows Components. 4. Scroll Down until you see Windows SharePoint and check the checkbox beside it. 5. Click Next to start installation. 6. Insert the Windows Server 2003 R2 CD when prompted. 7. Follow the on screen instructions to finish the installation. NOTE: If the installation prompts a message mentioning FrontPage Server Extensions, click Cancel and do the following to uninstall FrontPage Server Extensions before proceeding: 1. Open Control Panel Add or Remove Programs Add/Remove Windows Components 2. Select Application Server and click Details 3. Select IIS, click Details and uncheck FrontPage 2002 Server Extensions. 4. Click Next to uninstall FrontPage2002 Server Extensions. 5. Restart the SharePoint Installation after uninstall is complete. Installing SharePoint for Windows Server 2003 Pre-R2 1. Run the file STSV2.EXE from the location where you saved it on your hard drive to launch the SharePoint installation. The installation will check for some prerequisites, including Internet Information and ASP.NET. If any of those prerequisites are not found, you will be asked to install them before you can continue with the SharePoint installation. Figure 8 - Initial SharePoint Service Setup Screen 4. Check the box that says, I accept the terms in the License Agreement and then click Next to continue. 5. When prompted to choose between Typical Installation and Server Farm as in Figure 3, it is strongly recommended to choose Server Farm and use an already existing copy of either local or remote SQL Server. Typical Installation assumes you do not have SQL Server and will install WMSDE (SQL Server lite ). WMSDE does not scale as well as SQL Server, hence it is not recommended for use with PortalWorX. The Typical Installation would also extend your Default web site during the installation, which would most likely break other ICONICS applications such as WebHMI or the Unified Web Interface. Figure 9 - Selecting the "Server Farm" Option Copyright 2010 ICONICS, Inc. Page 3 of 5 PortalWorX - Installing SharePoint.docx

4 6. On the next dialog, click Install to start the installation. Once that is complete, the dialog will disappear. NOTE: If the installation prompts a message mentioning FrontPage Server Extensions, click Cancel and do the following to uninstall FrontPage Server Extensions 7. Open Control Panel Add or Remove Programs Add/Remove Windows Components 8. Select Application Server and click Details 9. Select IIS, click Details and uncheck FrontPage 2002 Server Extensions. 10. Click Next to uninstall FrontPage2002 Server Extensions. 11. Restart the SharePoint Installation after the uninstall is complete. Configuring SharePoint 2.0 After you have installed SharePoint, a web page will appear with the title Configure Administrative Virtual Server. 1. On the first page, select the option to Use an existing application pool, make sure that the StsAdminAppPool is selected, leave the default of NTLM, and then click OK. 2. The ensuing page will prompt you to reset your IIS. To do so, go to Start Run, type iisreset and then click OK. A command window similar to the one shown in Figure 4 will appear. Once it closes, click OK in the Internet Explorer window to indicate that you have restarted your IIS. Figure 10 - Resetting Your IIS Server 3. The next page is called Set Configuration Database Server as in Figure 11. This allows you to specify your SQL Server. Figure 11 - Setting the Configuration Database Server 4. In the Database Server field, if your SQL Server is installed locally, just enter (local). If it is installed on a remote machine, enter the machine name or DNS name instead. 5. For the SQL Server database name, enter a meaningful name e.g. SharePoint_Config (for SharePoint Configuration database). 6. For the Database connection type, select the appropriate authentication method for your SQL Server. 7. If you use Active Directory security, you can specify the name of your Active Directory domain and Organizational Unit that you would like SharePoint to use for its security. For more help on deploying SharePoint with Active Directory technology, search for a help file called WindowsSharePointAdmin on the Microsoft website and look for the section under Deployment Scenarios called Separate Active Directory Directory Service Organization Unit Deployment. If you use standard domain security, simply leave the radio button on Users already have domain accounts 8. Finally, click OK to create the configuration database. NOTE: If you receive a Login failed error, you will need to add the Network Service account to your SQL Server logins. Do the following to correct this problem: 1. Open your SQL Server Enterprise Manager. 2. Expand the tree until you get to Security Logins, as shown in Figure 12. Copyright 2010 ICONICS, Inc. Page 4 of 5 PortalWorX - Installing SharePoint.docx

5 Figure 12 - SQL Server Security Logins 3. Right-click on Logins to create a New Login if the NETWORK SERVICE account is not already present. 4. Type NT AUTHORITY\NETWORK SERVICE into the Name field, then click on the Server Roles tab and check the boxes for Security Administrators and Database Creators, as shown in Figure Click OK to add the account to your SQL Server logins. 6. Switch back to your Internet Explorer (SharePoint Configuration) page, and click Back on the Error page to try again. 7. Click OK without changing any of the fields, and this time you should get to the Windows SharePoint Central Administration page, as shown in Figure 14. Figure 14 - Successful Completing of SharePoint Cofniguration If you have made it this far, you have successfully configured Windows SharePoint! Now you are ready to install PortalWorX. For help on that refer to the Application note titled PortalWorX - Quick Start with SharePoint 2.0. Figure 13 - Server Roles for the Network Service Account Copyright 2010 ICONICS, Inc. Page 5 of 5 PortalWorX - Installing SharePoint.docx

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