Monday, March 14, 2011

SharePoint Server 2010 Development VM for VirtualBox or VMWare, Part 2

Continued from SharePoint Server 2010 Development VM for VirtualBox or VMWare, Part 1
This Part covers Application, Office Web Apps, and Mail Server installation

Install
  • Boot up the virtual machine
  • In VirtualBox or VMWare, share the folder on the host machine where the install files are
    • In VirtualBox, Shared Folders appear under Network\VBOXSVR
  • Run the SharePoint Designer Install
    • Close when prompted to go online
  • Open SharePoint Designer
    • Select Use Standard Settings
    • Close SharePoint Designer
  • Mount the Office Professional Plus iso
    • If you install the 64-bit version of Office, you will need to also install the Datasheet View fix: http://support.microsoft.com/kb/2266203
      • I recommend installing 32-bit Office.  The Datasheet View fix does not behave exactly the same as the 2010 version.
  • Run the Setup
    • Enter your license key
    • Modify the InfoPath install files to install all files to the hard drive
    • Continue through the installer
    • Do not go online, close.
  • Add mx record to DNS Server
    • Open DNS Manager
      • Forward Lookup Zones \ sp.local
        • Right-click \ New Mail Exchanger (MX) ...
          • Leave Host domain blank
          • FQDN of mail server: sps2010.sp.local
          • priority: 10
  • Install hMailServer (lightweight alternative to Exchange)
    • Browse to the mapped folder containing the hMailServer executable and run it
      • Use external database engine
      • Create a new hMailServer database
      • Microsoft SQL Server
        • DB address: sps2010
        • DB name: hMailServer
        • Use Windows Auth
      • Service: SQL Server (MSSQLSERVER) (MSSQLSERVER)
      • Password: same as admin password from part1
      • Finish
    • Now hMailServer Administrator should be open
      • Connect to administrator on localhost
      • Add Domain
        • Domain: sp.local
        • Advanced
          • Catch-all address: administrator@sp.local
        • Save
      • Add User
        • Address: administrator
        • Password: same as admin password from part1
        • Administration level: Server
        • Active Directory Tab
          • Domain: sp.local
          • User Name: administrator
        • Save
      • Settings \ Advanced
        • Default Domain
          • sp.local
        • Administration password
          • same as admin password from part1
        • IP Ranges
          • Add
            • Name: sp.local
            • Lower IP: 10.0.0.1
            • Upper IP: 10.255.255.255
        • Save
      • Exit
  • Configure administrator user's email address and remove password expiration
    • Open Active Directory Administrative Center
      • Users
        • Administrator
          • General\Email: administrator@sp.local
          • Account\Account Options: check "Password never expires"
  • Disable IE ESC
    • Server Manager / Configure IE ESC / Administrators = Off
    • This will prevent the about:internet trusted site prompt within Outlook
  • Fix loopback checking for the sps2010 hostname - fixes login via Firefox and login as another user
    • Specify host names (Preferred method if NTLM authentication is desired) To specify the host names that are mapped to the loopback address and can connect to Web sites on your computer, follow these steps:
      1. Click Start, click Run, type regedit, and then click OK.
      2. In Registry Editor, locate and then click the following registry key:



        HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Lsa\MSV1_0
      3. Right-click MSV1_0, point to New, and then click Multi-String Value.
      4. Type BackConnectionHostNames, and then press ENTER.
      5. Right-click BackConnectionHostNames, and then click Modify.
      6. In the Value data box, type sps2010, and then click OK.
      7. Quit Registry Editor, and then restart the IISAdmin service.
  • Reset the Internet Explorer home page to http://sps2010
  • Open Outlook 2010
    • Configure Email account
      • Name: Admin
      • Email: administrator@sp.local
  • Configure SharePoint outgoing mail server
    • Open SharePoint Central Administration
      • System Settings
        • Configure Outgoing Email settings
          • Outbound SMTP server: sps2010
          • From address: no-reply@sp.local
  • Configure User Profile Sync
    • Add spservice user to the local administrator group
      • Open Active Directory Administrative Center
        • Users \ spservice \ Add to group
          • Administrators
            • This is necessary to start the User Profile Synchronization Service
    • Grant Replicate Directory Changes permissions on sp.local to sp\administrator
      • Open Active Directory Users and Computers
      • Right-click sp.local and select Delegate Control
    • Grant Full Control rights to Network Service on the C:\Program Files\Microsoft Office Servers\14.0 directory
      • This prevents Application Event Log warning event ids: 1015, 1001, and 1004
      • More Info
    • Open SharePoint Central Administration
      • Application Management
        • Manage Services on Server
          • Start the User Profile Service
            • Use the spservice username and password
          • Start the User Profile Synchronization Service
            • Use the spservice username and password
          • Reset IIS (cmd\iisreset)
        • Manage Service Applications
          • User Profile Service Application
            • Before continuing, make sure the Forefront Identity Manager Service has started
              • Task manager \ services \ services
              • If not, you will receive an error: "MOSS MA not found"
            • Synchronization \ Configure Synchronization Connections
              • Create New Connection
                • Connection Name: sp local users
                • Forest Name: sp.local
                • Account Name: sp\spservice
                • Password: same as before
                • Populate Containers
                  • Navigate to SP
                    • Check Users (first one)
            • Synchronization \ Start Profile Synchronization
              • Start Full Synchronization
              • Wait for this to complete
                • Refresh the page until it says Synchronizing, then wait for about 20 minutes until idle
              • Verify that the sp\administrator profile contains the updated email address.  If not, manually populate.
  • Open SharePoint Workspace
    • Create a new account
      • Name: Admin
      • E-mail: administrator@sp.local
      • check "Allow me to recover my account later"
      • Finish
  • Install Visual Studio 2010
    • Mount the Visual Studio 2010 Premium CD iso
    • Run the installer
    • Install Full
      • Good thing we allocated enough disk space :-)
    • Ignore the "SQL Server Express Service Pack 1" install error
      • We installed the full version of SQL Server, not SQL Express
    • Finish and do not check for updates
    • Set to run as administrator
      • Browse to the Visual Studio 2010 shortcut in the start menu
        • Right-click the shortcut and select properties
        • Select Advanced...
        • Check "Run as Administrator"
        • OK, OK.
  • Install Visual Studio Team Explorer 2010
    • Mount the Visual Studio Team Explorer 2010 CD iso
    • Run Setup.exe from the CD
    • Step through the install
    • Finish
  • Install Visual Studio 2010 Service Packs - SP1 at time of article
    • Run the VS10sp1 installer
    • Step through the install
      • This downloads realtime, so make sure you have a high-speed internet connection
    • Wait a very long time for this to download and install
    • When prompted, reboot the machine
  • Install Firefox
  • Install CodeRush Express
  • Install PowerGUI
    • Add the SharePoint PowerPack from the PowerGui Administrative Console
    • Open PowerGUI Script Editor, add the SharePoint Library from File / Powershell Libraries
    • Apply the .Net 4 fix
  • Install Google Chrome
  • Install Safari
  • Install Snagit
  • Install Firebug
  • Install Fiddler
  • Install Paint.Net
  • The remaining instructions have not yet been vetted. Please check back later for more info.
  • Install Windows Live Essentials
  • Shut down and take a snapshot named "SP Dev Workstation"
  • Start the Virtual Machine
  • Install Office Web Apps
  • Shut down and take a snapshot named "SP Dev Workstation with Office Web Apps"
  • Apply any SharePoint service packs as needed
    • We do this last so you have the option of testing against different SharePoint builds and testing Service Pack deployments against existing Sites
  • Shut down the virtual machine and backup to another machine
  • Distribute to the developers in your team and enjoy!

9 comments:

  1. cool.. a perfect workable sharepoint 2010 development workstation.. thanks :)

    ReplyDelete
  2. It would also be nice to install Visio Premium 2010 after office 2010 installation, as there are some SharePoint 2010 Workflow solution integration with Visio.

    ReplyDelete
  3. Many thanks for such a comprehensive set of instructions! Invaluable!

    ReplyDelete
  4. Thx for the tutorial. It's the 2nd one I've followed down to the last letter and yet again it fails at the step to configure the User Profile Service Application...
    :-(
    Why can it not just be easy...

    ReplyDelete
    Replies
    1. Look into using AutoSPInstaller to do the initial SharePoint install. Were I to rewrite this article, I would include this tool, as I use it for all my installations now.
      http://autospinstaller.codeplex.com

      Delete
  5. Dear Mr Robert,

    This tutorial is really great.I have created videos of your tutorial.You can find them at youtube.com/sandeepsuresh2006.

    ReplyDelete
  6. Great blog! But I'm stuck on the Outlook part.
    I launch Outlook 2010 to configure the Email Account. It goes to SEARCH FOR Administrator@sp.local but it does not connect to the server. I have double checked all the accounts and I know that everything is correct.

    The status screen on hmailserver has one message:
    W001 - High
    You haven't specified the public host name for this computer in the SMTP settings.

    ReplyDelete
  7. really nice and comprehensive post, just wanted to understand.. this is a standalone configuration, do you see issues with Sandbox Service or are you able to run Sandbox Solutions on this environment?

    ReplyDelete