SharePoint Server 2010 Development VM for VirtualBox or VMWare, Part 1

SharePoint 2013 dev server deployment guide can be found here

Scenario

• You want a SharePoint Server 2010 virtual machine for local development work.
• This may be shared throughout the development team.
• This can be hosted on a shared workstation or server via Remote Desktop or on your personal workstation or laptop.
• Snapshots of the VM can be taken at any time.
• Make sure you have the appropriate licenses for each instance of the VM.
• MS has some good options for VM licensing and development licenses with an MSDN subscription
• MOSS 2010 Standard or Enterprise
• You want to use non-expiring app licenses
• You want the VM to have its own domain and email capabilities
• You want the following components (64bit where available)
• Windows Server 2008 R2
• AD Domain Controller
• Remote Desktop Services
• SQL Server 2008 R2 
• Analysis Services (SSAS)
• Integration Services (SSIS)
• SharePoint integrated SQL Server Reporting Services (SSRS)
• SharePoint Server 2010
• SharePoint Designer 2010
• MS Office 2010 Pro Plus
• Visual Studio 2010 Premium (x86)
• Visual Studio Team Explorer 2010 (x86)
• Visual Studio SharePoint Power Tools
• SharePoint Workspace
• CodeRush Xpress
• Google Chrome
• Firefox
• Safari
• SnagIt
• Firebug
• Fiddler
• Paint.Net
• Live Essentials
• Office Web Apps
• hMailServer
• PowerGUI
• with SharePoint PowerPack

Prerequisites

• Your workstation must be running a 64bit processor with Hardware Virtualization enabled
• You must have enough memory (4GB rec), disk space (50GB rec), and processor power (2 cores rec) to run the VM and hold all snapshots
• I highly recommend running this VM from a solid state drive (SSD) for optimum performance.  Disk speed is the greatest limiter for performance and if your RAM is limited, then the SSD swap file will help compensate.
• You must have access to and appropriate licensing for above products
• ex: MSDN Subscription
• You must have time (about 8 hours) to install everything.  
• Hints:
• Look for "Wait" for good break points
• Snapshots can be used to create other virtual machines or to test minimally installed environments

How To

• Download the Software Listed Above
• Install VirtualBox and the Extension Pack or VMWare
• Create a new virtual machine named "sps2010" for Windows 2008 (64bit)
• 4096 GB RAM
• 100GB dynamically expanding boot hard disk
• You will likely use 45GB of this without any content
• Mount the Windows Server 2008 R2 ISO
• Enable RDP support
• Start the sps2010 virtual machine
• The Windows Server 2008 R2 installer should begin
• Select Windows Server 2008 R2 Standard (Full Installation)
• Select New Installation
• Set a new administrator password
• pass@word1
• Install VirtualBox Guest Additions or VMWare Tools
• Auto Reboot
• Authenticate Windows
• Rename the server to sps2010
• Note: If you forget this step, you will have a randomly named server.
  I have included instructions for aliasing and configuring a randomly named server.
• Shut down and take a Snapshot named "Windows Install"
• Enable Remote Desktop for all versions
• Add Roles
• Active Directory Domain Service
• You will get a Windows Update is not enabled warning.
• Select "Close this wizard and launch the Active Directory Domain Services Installation Wizard"
• Ignore the "Operating System Compatibility" warning
• Select "Create a new domain in a new forest"
• FQDN: sp.local
• Forest functional level: Windows Server 2008 R2
• Ignore DHCP warning
• Ignore DNS warning, click Yes
• Use same password as admin user above
• Reboot on completion
• Add Roles
• Server Roles
• Application Server
• Web Server (IIS)
• Application Server / Role Services
• Web Server (IIS) Support
• Web Server (IIS) / Role Services
• Leave Default Selections
• Install
• Windows Update: Turn on auto updates
• Install Updates and Long Wait
• Reboot when prompted
• Open Active Directory Administrative Center
• Create a user
• Full Name: User
• User SamAccount: sp\user
• pass: same as admin above
• Password Options: Password never expires
• Stop and Disable the following Services
• DFS Namespace
• DFS Replication
• Shut down, snapshot "DC and IIS", and start virtual machine
• Mount the SQL Server Iso from the Virtual Box Devices menu
• Open Active Directory Administrative Center
• Create a user
• Full Name: spservice
• User SamAccount: sp\spservice
• pass: same as admin above
• Password Options: Password never expires
• Start SQL Server Setup
• Installation
• New Install
• Continue
• Ignore DC and Firewall warnings
• All Features with Defaults
• Continue
• Server Configuration / Service Accounts
• Use the same account for all SQL Server services
• specify the sp\spservice account and password created above
• Continue
• Analysis Services Configuration
• Account Provisioning
• Add Current User
• Reporting Services Configuration
• Install the SharePoint integrated mode default configuration
• Continue then Wait
• Shut down, snapshot "SQL Server", and start virtual machine
• Open SQL Server Configuration Manager
• SQL Server Network Configuration
• Protocols for MSSQLSERVER
• Enable Named Pipes
• If your server is randomly named - not sps2010
• DNS Manager
• Forward Lookup Zones
• sp.local
• Add a new alias
• Name: sps2010
• FQDN: Browse to splocal\servername
• servername will be a randomly generated value
• Mount the SharePoint Server 2010 iso
• Start the Prerequisites installer
• Start the SharePoint Install
• Enter your Enterprise license key
• Wait
• Run the Configuration Wizard
• Create a new server farm
• Configuration Database
• Server: sps2010
• Name: SharePoint_Config
• Username: sp\spservice
• Password: same as above
• Farm Security Settings
• Passphrase: same as admin password above
• Central Admin Web App
• Port: 8000
• Auth: NTLM
• Short Wait
• IE will open to the central administration website.
• Login as administrator
• Move the central admin site from the Trusted Sites zone to the Local Intranet Zone
• Also add "http://sps2010" to the Local Intranet Zone
• Shut down, snapshot "Base SharePoint", and restart
• Configure Alternate Access Mappings
• Set the central admin default public url to http://sps2010:8000
• Run the Farm Configuration Wizard from Central Administration
• Use existing managed account
• All items should be checked except for Lotus Notes
• Create Root Site Collection
• New Web Application
• Name: sps2010
• Port: 80
• Path: change "80" to "sps2010"
• URL: http://sps2010
• Create a new app pool
• Name: SharePoint - sps2010
• Configurable: sp\spservice
• Database server: sps2010
• Database name: sps2010_Content
• CEIP: No
• Title: Sps2010
• Template: Publishing \ Publishing Portal
• Primary admin: sp\administrator
• Set the browser home page to http://sps2010
• Configure Search from Central Admin
• Central Admin \ Manage service applications \ Search Service Application (first one)
• Content Sources
• Local SharePoint Sites
• Schedule incremental every 5 minutes and start a full crawl
• Open http://sps2010 in IE
• Add sp\administrator to the Approvers and Members groups
• Validate that the following work
• Approval process
• Both search scopes
• My Site
• Profile
• Shut down, snapshot "SharePoint Configured", and restart
• Continue to Part 2