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[ SDPS Delivery Guide for Consultants ] [ SharePoint Deployment Planning Service ]
Prepared for [ SDPS Delivery Partners ]
Sunday, 6 December 2009
Version [ 1.0 ]
Prepared by [ SDPS Partner Organization ] [ SDPS@microsoft.com ]
Contributors
SDPS Delivery Partner

Table of Contents 1 INTRODUCTION 3 2 Running the Pre-Upgrade Check STSADM command 4 2.1 Overview 4 2.2 Duration 4 2.3 Requirements 4 2.4 Approach 5 2.5 Deliverables 6 2.6 Related Resources 6 3 Setup a SharePoint 2010 Virtual Machine 7 3.1 Overview 7 3.2 Duration 7 3.3 Requirements 7 3.4 Approach 8 3.5 Deliverables 8 3.6 Related Resources 8 4 Upgrade the Business Data Catalog to Business Connectivity Services 9 4.1 Overview 9 4.2 Duration 9 4.3 Requirements 9 4.4 Approach 9 4.5 Deliverables 10 4.6 Related Resources 10 5 Custom Code and Third Party Component Assessment 11 5.1 Overview 11 5.2 Duration 11 5.3 Requirements 11 5.4 Approach 11 5.5 Deliverables 12 5.6 Related Resources 12 6 Scan a Office SharePoint Server 2007 Content Database 13 6.1 Overview 13 6.2 Duration 13 6.3 Requirements 13 6.4 Approach 13 6.5 Deliverables 13 6.6 Related Resources 14 7 Procure a customer bound SharePoint 2010 small farm 15 7.1 Overview 15 7.2 Duration 15 7.3 Requirements 15 7.4 Approach 16 7.5 Deliverables 16 7.6 Related Resources 16

INTRODUCTION
The upgrade offering presents a couple of unique challenges when it comes to the Proof of Concept (POC) phase of a SharePoint Deployment Planning Services engagement. In most other POCs the intent is to provide customers with a tangible demonstration of how a business need can be realized using SharePoint 2010. These POCs rarely demonstrate all requirements and frequently act as a disposable model that sufficiently showcases SharePoint 2010 relevance to the business need. POCs should never be considered as a substitute for a formal implementation focused engagement; they clarify, motivate, and assure.
When it comes to thinking about upgrades, the problem is that you either perform the upgrade or not—there is no way to say, for instance, that we will stop the upgrade 10% of the way through the process. In addition, we do not want to overstep the boundaries of a planning program and concern ourselves with the actual upgrade. On the contrary, our intentions should be to capture as much information as possible such that the customer can make an informed decision how to progress the upgrade. They should have sufficiently detailed their existing deployment such that the person(s) responsible for the actual upgrade can provide solid estimates about what it will take to do the actual implementation. This is, to some degree, a sales pitch for future work, with you showcasing the breadth of understanding you have for their current solution and giving them the confidence that they are in good hands if they decide to move forward. When talking with your customers, you should make it clear that no actual upgrade will take place during an upgrade planning offering.
So what to do during the POC phase of a 5-10-15 day upgrade engagement especially when we have such a variety of deployments across the Office SharePoint Server 2007 customer base? You should use the POC phase to further your understanding of the existing system and, in some cases, jump start some specific work that would need to be pursued during an implementation phase. While this document presents several POC candidates in this document, you should feel empowered to pursue a POC of your own design so long as the engagement: * Furthers insight into what might need to be acted upon prior to, during, or immediately after an upgrade. * Is agreed upon by the Customer as a useful expenditure of their vouchers. * Is directly related to the upgrade. * Is shared back with the program (we might even include it here in a future release). * Is a POC whose planning value, approach, and outcome can be succinctly documented.
In the future, some of these rules may be relaxed, however we do not want to encourage overcomplicating the upgrade process by attempting to accomplish too much at once during the course of this engagement. If the customer were to suggest that they want to upgrade and also develop some custom Web part, you should make sure that these are two distinct initiatives and not attempt to POC the Web part during the upgrade offering.
For scheduling reasons, by the end of the first day of the engagement (or even sooner, if possible), it is critical that you get customer agreement on the one or more POCs that will be attempted during the engagement.
Running the Pre-Upgrade Check STSADM command
Overview
The stsadm command provides a rule-based scanning operation to determine whether servers in an existing Office SharePoint Server 2007 environment meet the core requirements for upgrading from Windows SharePoint Services 3.0 and related products to SharePoint 2010.
The Office SharePoint Server 2007 Pre-Upgrade Check tool was released in Service Pack 2 (SP2) as an extension to stsadm. The syntax for the tool is described at: http://technet.microsoft.com/en-us/library/dd789638.aspx Execution of the tool against an Office SharePoint Server 2007 SP2 (or later) deployment initiates a check of the current farm or specific servers within the farm. This check is rules based and the rules may be updated either as part of an Office SharePoint Server 2007 SP or hotfix, or possibly as a separate rules file download. It is important to note that the rules were significantly updated in the October CU and as such, it is recommended that customer have both SP2 and the October CU applied to their farm prior to running this operation.
The utility: 1. Performs a read-only scan against the Office SharePoint Server 2007 deployment 2. Displays summary information within the console 3. Generates a detailed report that identifies areas that may need to be attended to or must be attended to prior to attempting an upgrade Be aware that while the scan is read only, it will be placing some load on the environment as it conducts its investigation. As such, you may want to trial a run of the utility against a non-production environment (ideally, one that is very representative of the production environment in both content and configuration.) This trial run should give you a sense for how long the operation takes, the load that the operation places on individual servers supporting the farm, the consequence of this load on end-user activities, and a report that highlights areas of concern that will likely apply to the production environment, particularly when the trial environment effectively mirrors a production deployment. Anecdotally, the total execution time against a farm with 50 site collections, 65 custom features, and 100 GB of content took less than 1 minute to complete.
Another STSADM command that should be run during the POC is the enumallwebs operation. This was an STSADM command addition that was delivered as part of the MOSS 2007 SP2. The data gathered through this command execution will supplement the preupgradecheck operation by providing specific details about each site within a content database, including the site templates in use, ownership, URLs, and its potentially orphaned state.
Because of the wealth of information that these utilities provide, it is strongly recommended that customers be encouraged to sign up for and prioritize this POC. The data surfaced through these utilities has much applicability to nearly every planning and pre-planning activity.
Duration
The actual execution and securing of the output should take less than one hour. The review and analysis of the results will likely take two or three hours, but this review will likely not take place during the actual Proof of Concept. Consult the delivery guide for consultants for more information.
Requirements
The following will be required in order to proceed with this POC: * The Office SharePoint Server 2007 deployment must be at Service Pack 2 or greater * It is highly recommended that the farm also have the October CU applied, as this update improves the rules executed and data reported. * The person executing the STSADM command must do so using an account with farm-admin permissions and have local administrative rights on the server the utility is run against * Some mechanism for getting the generated reports to a location where they can be consumed. This may seem obvious, but in some heavily secured deployments, getting files off of a server might require some advance planning * The availability of one of the customer’s farm administrators to walk through the output. You have some flexibility here in deciding whether to have the customer present during your review and analysis or whether you would prefer to do the analysis on your own and then deliver a more formal presentation back to the customer.
Approach
The following approach should be followed when conducting this POC: 1. Have a farm administrator connect to one of the servers running SharePoint Server 2007 2. Have this operator open a command line session and navigate to the O12 bin folder, typically %CommonProgramFiles%\Microsoft Shared\Web Server Extensions\12\bin 3. For a farm level check, the following command should be executed:

stsadm –o preupgradecheck

It may make sense to pipe the output of this execution to a log file. To facilitate identifying these logs, you should include the word “farm” in the file name. 4. The operator will then execute the enumallwebs operation to display the site collections and sites in the content database. The operation will need to be repeated for all content databases that the farm is currently using. To generate this report, the operator should use the following syntax, replacing DATABASE_NAME with the name of the content database, and SERVER_NAME with the name of the server hosting the content database:

stsadm -o enumallwebs -databasename DATABASE_NAME [ -databaseserver SERVER_NAME ]

The output from the execution should be piped to a log file that is given a name that identifies its association to the content database the utility was run against. 5. For a server level check, the following command should be executed:

stsadm –o preupgradecheck –localonly

As with the above command, it may make sense to pipe the output of this execution to a log file. To facilitate identifying these logs, you should give them a file name that reflects the server being queried. 6. Connect to all other servers in the farm and repeat step 4 7. Have the operator copy all the preupgradecheck log files (and any logs created by piping output) to a location where they can be consumed for review 8. Open each of the log files and analyze using the resources described at the bottom of this topic 9. Summarize the results in a document that recommends an actionable plan. Note that the actionable plan may largely be a copy and paste of content from the resources described at the bottom of this topic. 10. Present the results back to the customer. One or more of the customer’s farm administrators should be in attendance during this review.

Deliverables
At the end of the POC, a document should be produced that contains: * An overview of the operations executed during the POC and communication of their importance and relevance to the upgrade process * A section that summarizes the overall findings, highlighting and summarizing the more interesting data points. This is also a great place to include environmental statistics as reported by the utilities. * Individual sections that drill into each specific rule where warnings or errors were returned. The section can largely contain boiler plate from either the report or sourced from one of the TechNet resources at the bottom of this POC. Within each of these sections, you should highlight what actions need to be taken and supplement these actions with any other recommendations that pertain to the rule warning or error * You should embed a compressed copy the output of all the utilities in the actual document (as opposed to pasting the results into the document).

In addition, you should schedule an interactive presentation of your findings back to the customer. This is optional depending on what level of involvement the customer has had in the analysis of the reports generated. It is strongly recommended, though, as it will further drive home the need to address certain issues prior to attempting an upgrade.
Related Resources
There are a number of resources out there that describe the pre-upgrade checker: * A detailed overview of the utility: http://technet.microsoft.com/en-us/library/dd793609.aspx * A description of the enumallwebs stsadm command: http://technet.microsoft.com/en-us/library/dd789634.aspx * The TechNet article that offers an aggregated view of other TechNet articles that pertain to preupgrade checker rules: http://support.microsoft.com/kb/960577/ It is highly recommended that you familiarize yourself with this page and included links as it will be a heavily leveraged resource during the various phases of this POC. * The command line syntax for the utility: http://technet.microsoft.com/en-us/library/dd789638.aspx * There are lots of articles produced by the larger SharePoint Products and Technologies community around the execution of the utility: http://www.bing.com/search?q=Preupgradecheck Setup a SharePoint 2010 Virtual Machine
Overview
The provisioning of a SharePoint 2010 virtual machine is a great way to leave a customer with something tangible that their users and administrators can interact with after your engagement completes. It provides both a vehicle for self-driven analysis and a foundation for speculating on future usage scenarios. The virtual machine may also support some planning activities, as well as subsequent implementation related ones.
If the length of time available in the engagement is short (particularly for 5 day engagements), one possible alternative would be to give the customer a copy of the SharePoint 2010 image that we are providing to SDPS partners. The advantage of this image is that all the setup and configuration work is done and it contains sample data that support the primary features and capabilities available in SharePoint 2010. The disadvantage is that the instance will not have any affinity to the customer’s environment. For instance, visitors will not be able to use their domain credentials, so the customer will not have any insight into the SharePoint 2010 installation and configuration process. If this option is pursued, they will still need a 64-bit server capable of hosting the SDPS virtual machine and you should clearly communicate that the virtual machine is time-bombed.
Duration
The configuration of Hyper-V, provisioning of the virtual machine, HOLs, and validation that the VM can be interacted with by one or more workstations should take approximately 1 day.
Requirements
The following will be required in order to proceed with this POC: * A 64-bit server running some virtualization software. Ideally, this host should be running a 64-bit version of Windows Server 2008, with the Hyper-V role enabled. * Sufficient disk space to support the creation of one or more virtual machines. As a rule of thumb, this should be at least 75 GB per machine * Sufficient RAM available to allocate to one or more virtual machines. At a minimum, you should be able to allocate at least 4GB per machine. The recommended allocation is at least 8 GB per machine * Sufficient processing horsepower to handle one or more virtual machines.
Alternatively, if a suitable virtualization environment is not available or if the customer prefers to have the installation on base hardware, each physical server should have at least: * 64-bit 3 GHz, dual core processor * 4 GB RAM, minimum. 8+ GB RAM, recommended. * DVD drive
Regardless of whether the SharePoint 2010 server will be physical or virtual, you should have: * 64-bit version of Windows Server 2008 Standard, with SP2 applied * An installable copy of Microsoft SharePoint 2010 (may need to be in DVD format or available as an ISO) * An internet connection (optional, but may facilitate the provisioning of updates) * A visible instance of 64-bit SQL Server 2008 with SP1 or 64-bit SQL Server 2005 with SP3. Note that depending on how the customer wants to setup this machine, you could potentially be provisioning a new SQL Server or installing SQL on the same machine as SharePoint 2010 (effectively a stand-alone connection) * Connectivity to Active Directory. The customer may prefer to add the virtual machine to an existing directory or they may elect to have the machine(s) operate within their own private forest * Any licensing keys required during the various product installation. Note that these should be either be “common” keys (such as are made available during Betas) or keys associated with the customer
Approach
The following approach should be followed when conducting this POC: 1. Have the customer provision one or more machines, and have them configured up to the bare OS level. These machines must meet the above minimum requirements, but could be physical or virtual. If the customer has the hardware, but lacks available resources to do the actual build, you can assist in this regard; however, we will not be providing guidance on how this should be done in this document. If this is the direction that the POC takes, though, you will probably want to allocate more time as the actual OS installation, patching, and ultimate configuration tends to be a highly interactive and time consuming task. 2. Install the SharePoint 2010 binaries on all servers where needed. This installation process may also install any pre-requisites that are missing from the base OS installation. Ideally, the current Office SharePoint Server 2007 farm administrator should be present during this process – not only to observe, but also to provide support during the installation with configuration elements, such as accounts. 3. Create a new site collection and configure the landing page with some basic customer specific welcome message.
Deliverables
Outside of the advertisement of the actual deployment to the customer, the only additional deliverable would be to mention this deployment in any documentation and correspondence that describes what was done during the engagement. This mentioning should include any instructions that end users will need to follow in order to connect to the environment.
Related Resources
There is a TechNet article that describes the installation steps and pre-requisites for building a stand-alone demo machine, which you can view at: http://technet.microsoft.com/en-us/sharepoint/ee518643.aspx

Upgrade the Business Data Catalog to Business Connectivity Services
Overview
While an in-place upgrade migrate the Business Data Catalog (BDC) application definition file to the new Business Connectivity Services (BCS) model format, a database-attach upgrade will not. If your customer has one or more BDC application definition files and they are going to pursue the database-attach upgrade approach, then they will either need to: * Create an equivalent BCS model file. This might be facilitated by third party tools, done by manually altering the original BDC application definition file, or using Visual Studio 2010 to create the equivalent from scratch. * Use the in-place upgrade approach to do the work for you.
The problem with manually attempting to derive a BCS model file it is subject to human error that may result in unforeseen consequences once the model is live in SharePoint 2010. In addition, some customers may be heavily leveraging the BDC and have several, very complex BDC application definition files that need to be updated.
One possible solution is that proposed through this POC.
Duration
This should take no more than 4 hours to complete. If the customer is interested in validating that the upgrade was successful (and can work), you may want to allocate more time. Understand that the validation may have additional requirements that must be accounted for prior to pursuing this Proof of Concept.
Requirements
The following will be required in order to proceed with this POC: * One or more BDC application definition files that the customer is using in their production environment * An Office SharePoint Server 2007 machine (ideally virtual) that can be used to host the customer’s BDC file. The machine must meet or exceed the advertised minimum requirements for SharePoint 2010 (64 bit, 4+ GB RAM) and be supported by a SQL server that meets the SharePoint 2010 minimum requirements * SharePoint 2010 software and pre-requisites
Understand that these resources need not be customer owned. You could potentially bring a virtualized Office SharePoint Server 2007 instance into the customer and use this instance to perform the POC. The advantage of this approach is that you would have a universal tool that you could reuse across multiple SDPS engagements. You will want to make sure that: * You have a restore-point defined so that you can roll-back to the pristine 2007 instance after a 2010 upgrade * The virtual machine meets all the minimum requirements for an in-place upgrade
Approach
The following will be required in order to proceed with this POC: 1. Customer exports the BDC application definition files from their production environment (or a production representative environment). 2. Consultant imports those application definition files into a blank Office SharePoint Server 2007 site. While ideally the resulting BDC functionality should work, and thus have access to the backend data stores, it is not required. 3. Consultant performs an in-place upgrade of the Office SharePoint Server 2007 environment to SharePoint 2010. This will convert all BDC application definition files to the new SharePoint 2010 BCS model format. 4. Consultant exports the SharePoint 2010 BCS model definitions to a file. 5. (Optional) Consultant configures environment to leverage the BCS and validates that it works as expected. This, of course, has a dependency on the visibility of the back end data to the SharePoint 2010 environment.
Deliverables
At the end of the POC, the following should be included in the documentation pack provided to the customer: * A document that describes that activity that was done and the motivators behind the POC, such as the production of a 2010 reference that can be compared against the 2007 versions for manual tweaking, possibly the confirmation that the BCS model files should work even after a database-attach upgrade * A caveat that the BCS files are only as current as the BDC files existed when the upgrade was performed. This means that these upgrades may have no value to a subsequent implementation if the BDC has changed. * The document should have both the original BDC application definition files as well as the updated BCS model files embedded in the document. To minimize the possibility of Word corrupting the XML, this is the preferred approach rather than pasting the XML content directly into the document.

Related Resources
A future TechNet or MSDN article is planned to further detail this approach. When the content is available, this document will be updated with the appropriate reference.

Custom Code and Third Party Component Assessment
Overview
An in-place upgrade will presumably be conducted against a server with the required custom and third party components, effectively leveraging what already has been deployed in those environments. However, even an in-place upgrade will suffer from the ambiguity as to whether these custom and third party components will continue to work as they have been after an upgrade. This POC opportunity is intended to provide further insight into what to expect following an upgrade.
A customer will be a good candidate for this POC if they have large amounts of custom code and third party components or small amounts of custom code that is supporting some business critical or site wide functionality. For third party components, it is preferable to get a SharePoint 2010 support statement from the vendor or provider unless that support statement suggests that everything should work without change in SharePoint 2010.
You should be somewhat cautious here when setting expectations with the customer. The intention here is to see whether features and customizations can be deployed without change in SharePoint 2010, and if possible, give a preview of what they look like when running within the upgraded environment. Components that have any environmental dependency, such as the availability of specific content, may not be easily replicated and assessed.
Duration
The duration depends on the breadth and depth of the custom code being evaluated. This is perhaps the most open ended of all POCs and you should work with your customer to identify specific key components that they want evaluated and time box this evaluation accordingly.
Requirements
The following will be required in order to proceed with this POC: * Compiled and packaged code along with instructions on how to setup and configure said code within Office SharePoint Server 2007. This may include such things as web.config changes, manual updates to files on the file system, or any deployment related steps. Any packaged assemblies must be compiled to support 64-bit deployments. * A working SharePoint 2010 server. If the customer is interested in having a 2010 environment setup, ideally the POC associated with this work should be done first and that environment leveraged for this POC.
Approach
The following will be required in order to proceed with this POC: 1. Customer exports the BDC application definition files from their production environment (or a production representative environment). 2. Consultant imports those application definition files into a blank Office SharePoint Server 2007 site. Ideally this should be a virtual machine that you have the ability to roll back in the future. While ideally the resulting BDC functionality should work, and thus have access to the backend data stores, it is not required. 3. Consultant performs an in-place upgrade of the Office SharePoint Server 2007 environment to SharePoint 2010. This will convert all BDC application definition files to the new SharePoint 2010 BCS format. 4. Consultant exports the SharePoint 2010 BCS meta definitions to a file. 5. (Optional) Consultant configures environment to leverage the BCS and validates that it works as expected. This, of course, has a dependency on the visibility of the back end data to the SharePoint 2010 environment. 6. Secure a local copy of the output, and possibly a screen shot or piped output of the command.
Deliverables
At the end of the POC, a new document should be produced and included in the documentation pack provided to the customer. This document should: * Describe that activity that was done and the motivators behind doing it, such as the validation of custom component readiness for SharePoint 2010. * Highlight any general pre-work that needed to be done prior to attempting the assessment, such as the recompilation of assemblies. * A detailed component by component assessment which includes such things as problems that hindered and prevented analysis, observations, messages logged once the component was invoked, screen shots of the component hosted directly within the 2010 environment, and any undocumented dependencies discovered, for example, presumed availability of CSS classes included in Office SharePoint Server 2007. If appropriate, you should include recommendations about anything that may need to be done either before an upgrade or at some point beyond the upgrade.
Related Resources
The following article describes the redeployment of customizations and solutions in SharePoint Server 2010: http://msdn.microsoft.com/en-us/library/ee662217(office.14).aspx .
Scan a Office SharePoint Server 2007 Content Database
Overview
This POC may only be viable in smaller Office SharePoint Server 2007 deployments or when performed against subsets of data from a larger deployment. During this POC, a PowerShell cmdlet will scan a detached Office SharePoint Server 2007 content database and provide some insight into the environment readiness to support the restoration of that content. Since the SharePoint 2010 environment should effectively be blank (no customizations installed), the utility will output a list of all the dependencies not present, but ultimately required to support that content database. For example, if a specific web part is present on a publishing page but the assembly is missing from the deployment, then the utility will identify that missing component. The result of this POC is largely further validation of information that you should be collecting during your interviews – identifying either gaps where the customer forgot about a particular component or situations where something the customer suggested was present but actually is not. (For example, the customer claims that a particular web part is being used, but the report here suggests otherwise.)
This is particularly useful when a database-attach or hybrid upgrade approach will be pursued.
Duration
This should take no more than 4 hours to complete, but duration may vary based on the availability and size of one of the customer’s Office SharePoint Server 2007 content databases.
Requirements
The following will be required in order to proceed with this POC: * A SQL backup of one or more Office SharePoint Server 2007 content databases * A functioning SharePoint 2010 environment, virtual or otherwise. The environment should be clean of any customizations. If the customer is interested in having a 2010 environment setup, ideally the POC associated with this work should be done first and that environment leveraged for this POC. * Sufficient disk space on the SQL server to host the SQL backup * An operator possessing farm-admin credentials
Approach
The following will be required in order to proceed with this POC: 1. Restore the SQL backup onto the SQL server supporting the SharePoint 2010 environment 2. Execute the PowerShell cmdlet “test-spcontentdatabase” against this content database. Note that this content database should not be attached to any site collection within the SharePoint 2010 environment – otherwise, an attempt will be made to upgrade that content database 3. Capture the results from the execution and review 4. Secure a local copy of the output (and possibly a screen shot or piped output of the command
Deliverables
At the end of the POC, a new document should be produced and included the packet of documents provided back to the customer. This document should: * Describe that activity that was done and the motivators behind doing it – e.g. the inspection of one or more Office SharePoint Server 2007 content databases and the explicit dependencies that the database suggests must be present in the environment for content within the database to be fully supported * A detailed content database by content database assessment which lists all dependencies that are missing within the environment. When used in conjunction with other deliverables, this should both be an information source and an opportunity to validate what manual activities will need to be done, particularly prior to performing a database-attach upgrade.
Related Resources
A brief mention of the PowerShell cmdlet and its purpose: http://technet.microsoft.com/en-us/library/ee617150(office.14).aspx MSDN blog posting that mentions its use: http://blogs.msdn.com/alimaz/archive/2009/11/08/upgrading-moss-2007-ssp-user-profiles-and-mysite-content-to-sharepoint-server-2010-using-db-attach-method.aspx Procure a customer bound SharePoint 2010 small farm
Overview
In this POC, the consultant will work with the customer to provision a SharePoint 2010 environment that has an affinity to the customer’s current IT infrastructure.
Duration
Will depend on what the customer has available as a starting point and how much dedicated collaborative assistance the customer can provide during this POC. Typically, it will take one day to get the software installed and configured (along with documenting the steps.) If the customer does not have servers with the required operating systems, the correct version of SQL, etc, this may take two days (or more) to complete.
Requirements
If the customer wishes to host the farm within a virtualized environment, they will need: * A 64-bit server running some virtualization software. Ideally, this host should be running a 64-bit version of Windows Server 2008, with the Hyper-V role enabled. * Sufficient disk space to support the creation of one or more virtual machines. As a rule of thumb, this should be at least 75 GB per machine * Sufficient RAM available to allocate to one or more virtual machines. At a minimum, you should be able to allocate at least 4GB per machine. The recommended allocation is at least 8 GB per machine * Sufficient processing horsepower to handle one or more virtual machines.
Alternatively, if the customer prefers to have the installation on base hardware, each physical server should have at least: * 64-bit 3 GHz, dual core processor * 4 GB RAM, minimum. 8+ GB RAM, recommended. * DVD drive
Regardless of whether the SharePoint 2010 server will be physical or virtual, you should have: * 64-bit version of Windows Server 2008 Standard, with SP2 applied * An installable copy of Microsoft SharePoint 2010 (may need to be in DVD format or available as an ISO) * An internet connection (optional, but may facilitate the provisioning of updates) * A visible instance of 64-bit SQL Server 2008 with SP1 or 64-bit SQL Server 2005 with SP3. Note that depending on how the customer wants to setup this machine, you could potentially be provisioning a new SQL Server or installing SQL on the same machine as SharePoint 2010 (effectively a stand-alone connection) * Connectivity to Active Directory. The customer may prefer to add the virtual machine to an existing directory or they may elect to have the machine(s) operate within their own private forest * Any licensing keys required during the various product installation. Note that these should be either be “common” keys (such as are made available during Betas) or keys associated with the customer

Approach
The specifics of the approach will depend on the type of deployment the customer wishes to build. Please consult the link in the Related Resources section for the available options. It is highly recommended that you avoid using the built in database or commit to building an overly complex farm, as the former will complicate future extensions and the latter may require significant effort, but yield little additional value than a smaller deployment.
Deliverables
All steps that were performed in order to get from the provided server up to the final configuration step of the SharePoint 2010 environment should be captured (Including any work that was done for SQL). This document should be included as a separate document in the package that is returned to the customer. Additionally, the consultant should mention this deployment in any documentation and correspondence that describes what was done during the engagement. This mentioning should include any instructions that end users will need to follow in order to connect to the environment.
Related Resources
Various step by step installation and deployment approaches:
http://technet.microsoft.com/en-us/sharepoint/ee518643.aspx

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