Contents
Overview 1
Deploying SharePoint Portal Server 2
Advanced SharePoint Portal Server Setup
Options 16
Post-Installation Issues 17
Installing the Client Components of
SharePoint Portal Server 22
Lab A: Creating a Workspace 30
Accessing the Workspace 35
Securing SharePoint Portal Server and
the Workspace 43
Using the SharePoint Portal Server
Console 49
Lab B: Configuring SharePoint Portal
Server 51
Review 62

Module 2: Installing and
Configuring SharePoint
Portal Server
Information in this document is subject to change without notice. The names of companies,

®
SharePoint
™
Portal Server 2001.
After completing this module, students will be able to:

Install SharePoint Portal Server by using the SharePoint Portal Server Setup
Wizard and create a new workspace by using the New Workspace Wizard.

Perform SharePoint Portal Server remote and unattended installations.

Uninstall or repair SharePoint Portal Server.

Install the client components of SharePoint Portal Server by using the Client
Setup Wizard.

Access and manage the workspace by using a dashboard site, the Web
folders view, or a Microsoft Office application.

Secure the workspace by using roles.

Use SharePoint Portal Server Administration.

Materials and Preparation
This section provides the materials and preparation tasks that you need to teach
this module.
Required Materials
To teach this module, you need the Microsoft PowerPoint
®
file 2095a_02.ppt.

SharePoint Portal Server and the client components of SharePoint Portal
Server. Explain how different languages coexist in SharePoint Portal Server,
and the character limitations of SharePoint Portal Server.
Describe the two phases of the SharePoint Portal Server setup process:
installing SharePoint Portal Server and running the Client Setup Wizard.
Show how to open the SharePoint Portal Server Setup Wizard and present
the information that the wizard requires from the person performing the
installation. Discuss the components that are installed by the SharePoint
Portal Server Setup Wizard. Finally, show how to create a new workspace
by using the New Workspace Wizard.

Advanced SharePoint Portal Server Setup Options
Show how to use the advanced setup options of SharePoint Portal Server,
such as remote and unattended installations if installing SharePoint Portal
Server in a larger organization or an organization with multiple servers.

Post-Installation Issues
Explain to the students that if they encounter difficulty during the
SharePoint Portal Server Setup process or after the installation is complete,
they may need to uninstall or repair SharePoint Portal Server and examine
log files. Show how to troubleshoot the setup failure by checking the
hardware and software requirements, the readme.doc file, the setup log files,
and the system and application Event Log files.

Installing the Client Components of SharePoint Portal Server
Show how to install the client components of SharePoint Portal Server on a
client computer using the SharePoint Portal Server Client Setup Wizard.
Show how to troubleshoot the client components of SharePoint Portal
Server if the installation fails. Finally, discuss the options for installing the
client components of SharePoint Portal Server from a remote location.


The labs in this module are also dependent on the classroom
configuration that is specified in the Customization Information section at the
end of the Classroom Setup Guide for Course 2095A, Implementing Microsoft
®

SharePoint
™
Portal Server 2001.

Lab Setup
There are no lab setup requirements that affect replication or customization.
Lab Results
Performing the labs in this module introduces the following configuration
changes:

Judy Lew is assigned as a coordinator at the workspace level.

The Default Content Access Account and Propagation Access Account are
configured using Suzan Fine’s e-mail account.

Important
Module 2: Installing and Configuring SharePoint Portal Server 1 Overview

Deploying SharePoint Portal Server

Advanced SharePoint Portal Server Setup Options


Perform SharePoint Portal Server remote and unattended installations.

Uninstall or repair SharePoint Portal Server.

Install the client components of SharePoint Portal Server by using the Client
Setup Wizard.

Access and manage the workspace by using a dashboard site, Web folders
view, or a Microsoft Office application.

Secure the workspace by using roles.

Use SharePoint Portal Server console.

Topic Objective
To provide an overview of
the module topics and
objectives.
Lead-in
In this module, you will learn
how to install and configure
SharePoint Portal Server.
This installation module is
based on the group
collaboration model
discussed in Module 1,
“Introduction to SharePoint
Portal Server,” in Course
2095A, Implementing


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You should plan three installation issues before you deploy Microsoft
SharePoint Portal Server 2001:

Ensure that the computers on which you are deploying SharePoint Portal
Server meet minimum hardware and software requirements.

Ensure that the computers on which you are deploying the client
components of SharePoint Portal Server meet minimum hardware and
software requirements.

Consider the manner in which SharePoint Portal Server coexists with
software applications, Microsoft Exchange 2000 Standard Edition, and the
Microsoft Search Service (MSSearch).

The size of your organization determines how much administrative support is
required to deploy and support SharePoint Portal Server. For example, if your
organization is small and you are using SharePoint Portal Server mainly for
document management in a collaborative workgroup scenario, you can deploy
SharePoint Portal Server with minimal administrative support in two stages.
This topic discusses how to install SharePoint Portal Server by using the

IIS 5.0 including the SMTP component enabled before installing
SharePoint Portal Server.
SharePoint Portal Server
SharePoint Portal Server

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The recommended hardware and software requirements for a server running
SharePoint Portal Server include:

Intel Pentium III or compatible processor recommended.

256 megabytes (MB) of random access memory (RAM) or 512 MB of
RAM when the server is used exclusively for searching.

At least 160 MB of available disk space on the drive on which the operating
system is installed.

At least 60 MB of available disk space on the drive on which the program
files are installed.

At least 300 MB of available disk space on the drive on which the data files
are installed.

If students ask about
support for other
Windows 2000 operating
systems, tell them that
Setup will not install on
Windows 2000 Data Center
or Windows 2000
Professional. The initial
release of SharePoint Portal
Server does not support
Windows XP.
Warning
Note
4 Module 2: Installing and Configuring SharePoint Portal Server Requirements of the Client Components
Intel Pentium or compatible 200 MHz or higher processor.
At least 64 MB of RAM.
At least 30 MB of available disk space on the drive on which the
client components are installed. If Windows 2000 or Office 2000
SR 1 is installed, only 20 MB of available disk space is needed.
Internet Explorer 5.0, or later, and Outlook Express 5.01, or later,
running on Windows 98, Windows NT version 4.0 with SP 6A,
Windows Me, Windows 2000 Professional, Windows 2000 Server, or
Windows 2000 Advanced Server.
Office 2000 or later is required for the use of SharePoint Portal
Server Office extensions.
Client Components of SharePoint Portal Server
Client Components of SharePoint Portal Server

Advanced Server.

Microsoft Office 2000 or later is required for the use of SharePoint Portal
Server Office extensions.

If you install the client components of SharePoint Portal Server on a
computer running Windows 98 or Windows NT 4.0 SP6A, the client
components that are installed continue to function properly if you upgrade
to Windows 2000. Topic Objective
To present the
recommended requirements
for each computer running
the client components of
SharePoint Portal Server.
Lead-in
The following requirements
for each computer running
the client components of
SharePoint Portal Server
must be met.
Note
Module 2: Installing and Configuring SharePoint Portal Server 5 Browser-Accessible Feature Requirements
Browser access represents the minimum level of SharePoint Portal Server
functionality. Internet Explorer 4.01 or later, or Netscape Communicator 4.75,

SharePoint Portal Server, you must consider coexistence issues relating to
software applications, Exchange 2000 Standard Edition, and the MSSearch
Service.
Coexistence with Software Applications
The SharePoint Portal Server Setup program will not install SharePoint Portal
Server on computers that are running the following software applications:

Microsoft Exchange Server version 5.5 or earlier.

Microsoft Exchange 2000 Server Enterprise Edition. (However,
Exchange 2000 Standard Edition is supported.)

Any version of Microsoft Site Server.

OSE. SharePoint Portal Server Setup cannot be installed on a computer
running Microsoft Office Server Extensions (OSE). You must first remove
OSE before installing SharePoint Portal Server.

Coexistence with Exchange 2000 Standard Edition
You can install SharePoint Portal Server on a server running Exchange2000
Standard Edition SP1 or later if:

You install Exchange 2000 Standard Edition before running SharePoint
Portal Server.

You install the Exchange version of the Microsoft Web Storage System.

You ensure that a storage group is available.

Topic Objective


Emphasize that OSE must
be removed before installing
SharePoint Portal Server.
Module 2: Installing and Configuring SharePoint Portal Server 7 Installing Exchange 2000 Standard Edition Before Setup
You must install Exchange 2000 Standard Edition SP1 or later before running
SharePoint Portal Server. If you uninstall Exchange 2000 Standard Edition after
you have installed SharePoint Portal Server, SharePoint Portal Server will not
run. Even if you begin the uninstall process and then cancel it, SharePoint
Portal Server will not run. If this occurs, you must manually restart the
following services:

IIS Admin Service

Microsoft Document Management Service

Microsoft Exchange Information Store

SMTP

World Wide Web Publishing Service

Network News Transport Protocol (NNTP)

Microsoft Exchange Message Transfer Agent (MTA) Stacks

Microsoft Exchange Post Office Protocol 3 (POP3)

g
Emphasize to students that
if they uninstall
Exchange 2000 Standard
Edition after installing
SharePoint Portal Server,
SharePoint Portal Server
will not run.
Note
Ti
p
8 Module 2: Installing and Configuring SharePoint Portal Server Coexistence with MSSearch Service
SharePoint Portal Server uses MSSearch for indexing and full-text searching.
This service is used in several Microsoft products, such as Microsoft
SQL Server 7.0, SQL Server 2000, and Exchange 2000. Multiple search-
enabled applications can coexist on the same server and share the MSSearch
service.

If MSSearch is already installed on your server when you run SharePoint
Portal Server Setup, a warning appears informing you that MSSearch will be
upgraded if you continue with the setup and notifies you of the disk space
requirements for the upgrade.

If you install SharePoint Portal Server on a server running Exchange 2000,
SQL Server 7.0, or SQL Server 2000, the existing MSSearch service is
upgraded. In addition, SharePoint Portal Server upgrades the full-text index
format of all the existing indexes on that computer the next time that MSSearch

and the language of the server operating system do not
have to be the same

The language of the SharePoint Portal Server and
workspaces on the server must be the same

Use of Special Characters

High ASCII, DBCS, and Unicode are supported for all
languages

Character limitations are identified whenever applicable

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SharePoint Portal Server and the client components of SharePoint Portal Server
are available in the following six languages: English, Japanese, German,
French, Spanish, and Italian.
Language Coexistence
The language of the SharePoint Portal Server product and the language of the
operating system do not have to match. For example, you could install the
German version of SharePoint Portal Server on a computer running the English
version of Windows 2000. However, the language of SharePoint Portal Server

External Content,”
Module 7, “Searching for
Content,” and Module 10,
“Examining an Enterprise-
Level Implementation,” in
Course 2095A,
Implementing Microsoft
®

SharePoint
™
Portal
Server 2001.
10 Module 2: Installing and Configuring SharePoint Portal Server The SharePoint Portal Server Setup Process
Install SharePoint Portal Server

Installs the SharePoint Portal Server

Installs the client components of SharePoint Portal Server

Launches the Add New Workspace Wizard

Adds the MMC on the server machine
SharePoint Portal Server Setup Wizard
Run the Client Setup Wizard

Extends the feature-sets of Web Folders and the Microsoft

multiple workspaces.

Topic Objective
To present the two phases
of the SharePoint Portal
Server setup process.
Lead-in
The SharePoint Portal
Server setup process is a
straightforward installation
process that uses wizards to
install both SharePoint
Portal Server and the client
components of SharePoint
Portal Server.
The icon on the bottom left
corner of the slide indicates
that this slide consists of a
sequence of slides. Click to
display each slide.
For a small, department-
level deployment of
SharePoint Portal Server,
the server administrator, the
workspace contact, and the
coordinator at the
workspace level may be the
same person. Explain that
the workspace contact is the
individual who has overall

Installs SharePoint Portal Server.

Starts the New Workspace Wizard, which creates the default workspace.

Creates a new network resource on the server, which is available in My
Network Places.

Installs SharePoint Portal Server Administration.

Installs the client components of SharePoint Portal Server on the server.

Stage 2: Run the Client Setup Wizard
To install the client components of SharePoint Portal Server on the client
computers, run the Client Setup Wizard. The Client Setup Wizard extends the
feature sets of Web folders and the Microsoft Office applications (Microsoft
Word, Microsoft Excel, and Microsoft PowerPoint
®
) to provide access to
SharePoint Portal Server functionality.
SharePoint Portal Server
Administration is a snap-in
to Microsoft Management
Console (MMC). For more
information about snap-ins,
see the MMC Help utility.
12 Module 2: Installing and Configuring SharePoint Portal Server Installing SharePoint Portal Server
Running the SharePoint Portal Server Setup Wizard

because the setup application adds a Storage Group and Public Folder top-level
hierarchy to the Exchange configuration in Active Directory, which then gets
picked up and created by the Web Storage System. However, you do not have
to have Exchange permissions to install SharePoint Portal Server on an
Exchange 2000 server.

Insert the SharePoint Portal Server CD into your CD-ROM drive, and then click
the Server Installation link to the SharePoint Portal Server Setup Wizard. You
can also go to the Server directory on the CD, and then double-click Setup.exe.
Follow the instructions that appear in the SharePoint Portal Server Setup
Wizard. You will need to specify the following information:

Product identification information

Installation folders

On the SharePoint Portal Server Installation Folders page, specify the
location on the server’s hard disk where you want to install the SharePoint
Portal Server program files and data files. You can change the installation
location for these files by clicking Change Folder.
Topic Objective
To present the procedure for
running the SharePoint
Portal Server Setup Wizard.
Lead-in
The SharePoint Portal
Server Setup Wizard is the
preferred method for
installing SharePoint Portal
Server and the client

Web Storage System

MSSearch Service Version 2.1

SharePoint Portal Server Administration

Client Components of SharePoint Portal
Server

User Documentation and Help

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SharePoint Portal Server Setup installs the following five components:

Web Storage System
If you are installing SharePoint Portal Server on an Exchange Server
computer, SharePoint Portal Server requires the Exchange 2000 version of
the Web Storage System. You must install Exchange 2000 Server prior to
running SharePoint Portal Server Setup. However, if you are installing
SharePoint Portal Server on a computer without Exchange, SharePoint
Portal Server Setup installs the Web Storage System.


will be more information
about the installed client
components during the
section on installing the
client components later in
this module.
Note
14 Module 2: Installing and Configuring SharePoint Portal Server Using the New Workspace Wizard
On the first page of the New Workspace Wizard, click Next
In the Workspace Definition page, in the Workspace name
box, type the name of the workspace that you are creating
In the Description box, type an optional description of the
workspace
On the Workspace Contact page, in the Workspace contact
name box, type the name of the person who has overall
responsibility for the workspace
In the Workspace contact e-mail address box, type the e-mail
address for the workspace contact
Click Next Click Finish
Running the New Workspace Wizard
Running the New Workspace Wizard

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workspace contact, normally the coordinator at the workspace level, is the
person who receives system-generated e-mail notifications about
subscription issues, such as e-mail replies to a subscription notice or non-
delivery receipts for subscriptions sent to an invalid address. The account is
not validated during installation and the person does not need to have any
permissions on the workspace.

Topic Objective
To present the procedure for
creating a new workspace
by using the New
Workspace Wizard.
Lead-in
Use the New Workspace
Wizard to create a
workspace during the
SharePoint Portal Server
Setup process.
Demonstrate opening
SharePoint Portal Server
Administration and start the
New Workspace Wizard.
Guide the students through
the wizard, but click
Cancel

rather than
Finish
.
Note

workspace names on the server.

You cannot edit the name of a workspace after you create the
workspace.

3. In the Description box, type an optional description of the workspace.
4. On the Workspace Contact page, in the Workspace contact name box,
type the name of the person who has overall responsibility for the
workspace.
5. In the Workspace contact e-mail address box, type the e-mail address for
the workspace contact.
6. Click Next.
7. To complete the wizard and create the new workspace, click Finish.

After you create the workspace, you must set security on the workspace node
by using SharePoint Portal Server Administration or My Network Places.

Because some anti-virus software programs can interfere with the
workspace creation process, you should disable anti-virus programs when
installing SharePoint Portal Server and when creating a workspace.

Note
Note
Note
16 Module 2: Installing and Configuring SharePoint Portal Server Advanced SharePoint Portal Server Setup Options

Using Terminal Services to Install SharePoint Portal

For more information about remote and unattended installations, see
Module 10, “Examining an Enterprise-Level Implementation,” in Course
2095A, Implementing Microsoft
®
SharePoint
™
Portal Server 2001.

Topic Objective
To present the advanced
setup options for SharePoint
Portal Server.
Lead-in
In a larger organization, or
in an organization with
multiple servers, you may
be required to install
SharePoint Portal Server
remotely. There are two
options for installing
SharePoint Portal Server
remotely.
Note
Module 2: Installing and Configuring SharePoint Portal Server 17 




Server and examine log
files.
18 Module 2: Installing and Configuring SharePoint Portal Server Uninstalling or Repairing SharePoint Portal Server

Uninstalling SharePoint Portal Server Server

Removes all application files

Removes registry entries

Removes uninstaller

Does not decrement core components

Decrements the count on shared components

Leaves a zero count if not removing a component

Uninstalls Client components of SharePoint Portal Server

Repairing SharePoint Portal Server Server

Re-installs SharePoint Portal Server binaries and registry keys

Starts the Web Storage System re-install

Repairs SharePoint Portal Server Client Extensions

The uninstaller removes all registry entries created by the application with
the exception of keys that might be shared by other programs.

Removes the uninstaller.
The uninstaller removes itself.

Does not decrement core components.
The uninstaller

does not decrement or remove any core component, in
particular Microsoft Foundation Class Library (MFC), dynamic-link library
(DLL), Open Database Connectivity (ODBC), and Data Access Object
(DAO) DLLs.
Topic Objective
To present the SharePoint
Portal Server Setup uninstall
and repair options.
Lead-in
You can uninstall or repair
SharePoint Portal Server.
Shared components
maintain a record of how
many applications are using
them by means of a
reference count, which is
incremented and
decremented as
applications are added and
removed.
Module 2: Installing and Configuring SharePoint Portal Server 19

SharePoint Portal Server are also repaired.

Note