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Sharepoint 2010 Installation and Configuration Plan

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SHAREPOINT 2010 AND FAST SEARCH SERVER 2010 INSTALLATION AND CONFIGURATION PLAN

Document Control

|Document Details |
|Project Name |Intranet Revamp |
|Document Location |IT |
|Document Reference | SharePoint 2010 Installation Plan.doc |

|Revision History |
|Revision Description |Version |Date |Author / Editor |
|Initial draft |0.1 |08/08/2010 |Chiyesu Kalaba |
|Final draft |0.2 |25/08/2010 |Jacob Siwiti |

1. INTRODUCTION
This document outlines the process of preparing, installation and configuration of Microsoft SharePoint 2010 Server on Microsoft 2008 Server R2.

2. PREPARING FOR INSTALLATION[1]
At a minimum, before installation, sketch out design, including IIS configuration, SQL Server databases, accounts, administrators, and any other pertinent data which will be need. In addition, verify that the minimum hardware requirements have been met and all Active Directory accounts have been created, if using Active Directory for authentication, before beginning the installation wizard.
2.1 Hardware and Software Requirements
SharePoint Server 2010 requires a 64-bit operating system on all farm servers as well as a recommended 64-bit database server.

TABLE 1-1 Minimum Hardware Requirements

|COMPONENT |MINIMUM REQUIREMENT |
|Processor |64-bit, dual processor, 3 GHz |
|RAM |4 GB for development/evaluation instance |
| |8 GB for production server |
|Hard disk |80 GB free space |

Table 1-2 lists the software requirements.
TABLE 1-2 Software Requirements
|Database server in a farm |SQL Server 2008 x64 with Service Pack 1 (SP1) |
|Front-end Web/Application Servers |Windows Server 2008 Standard x64 R2 |
|in a farm |Web Server (IIS) role |
| |Application Server role |
| |Microsoft .NET Framework 3.5 SP1 |
| |Windows Identity Framework |
| |Microsoft Sync Framework Runtime v1.0 (x64) |
| |Microsoft Filter Pack 2.0 |
| |Microsoft Chart Controls for the Microsoft .NET Framework 3.5 |
| |Windows PowerShell 2.0 CTP3 |
| |SQL Server 2008 Native Client |
| |Microsoft SQL Server 2008 Analysis Services ADOMD.NET |
| |ADO.NET Data Services v1.5 CTP2 |
|Client computer |Microsoft Silverlight 3.0 |
| |Internet Explorer 7 |

2.2 Installing software prerequisites[2]
The following is a list of prerequisites • Microsoft SQL Server 2005 SP3 • Cumulative update package 3 for SQL Server 2005 Service Pack 3 • Windows Server 2008 R2 FIX: A hotfix that provides a method to support the token authentication without transport security or message encryption in WCF is available for the .NET Framework 3.5 SP1 • Windows Identity Framework for Windows Server 2008 R2 • Microsoft Sync Framework v1.0 • Microsoft Filter Pack 2.0 • Microsoft Chart Controls for Microsoft .NET Framework 3.5 • Microsoft SQL Server 2008 Native Client • Microsoft SQL Server 2008 Analysis Services ADOMD.NET • Microsoft Silverlight 3 • ADO.NET Data Services Update for .NET Framework 3.5 SP1 for Windows Server 2008 R2 SQL Server 2008 R2 November CTP Reporting Services Add-in for Microsoft SharePoint Technologies 2010 • Microsoft Server Speech Platform • Speech recognition language for English

For the order in which the prerequisites should be installed refer to Appendix 1 1. Preparing the SQL Environment i. Microsoft SQL Server 2005 SP3 Open the SQL Server 2005 SP3 setup File to run and begin setup
This will run the file extraction
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On the Setup Welcome dialogue box click next
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Select Accept the agreement on the License terms dialogue box and click next
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On the Feature selection dialogue select all the features and click next
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Select windows authentication on the authentication dialogue and check the Apply selection to all instances and click next
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Select your Microsoft automatic error report preferences and click next
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Click next on the Running Processes dialogue box

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Click install on the Ready to install Dialogue box to start the installation

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The installation will begin running showing the progress of installation

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A reboot will be prompted once the installation of the service pack has completed, click OK
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Click Next
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Click next

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Click finish

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ii. Cumulative update package 3 for SQL Server 2005 Service Pack 3
Open the setup file for the Cumulative Hotfix to begin the extraction
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Click Next on the welcome dialogue box
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On the License terms dialogue box Select i accept the agreement and click Next
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On the feature selection dialogue box click next

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Check the apply section to all instances check box and click Next

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Select the automatic error reporting preferences and click next

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Click next

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Click Install to start the Installation Process
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The installation starts indicating the Progress of installation

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Once the installation is complete Click Next

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Click Next to continue
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Click Finish
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2. Preparation of SharePoint Environment

i. Windows Server 2008 R2 FIX: A hotfix that provides a method to support the token authentication without transport security or message encryption in WCF is available for the .NET Framework 3.5 SP1
Open the hotfix update and click Yes on the dialogue box to install the update
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The updates then begin installing

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When installation is complete click Close

[pic] ii. Windows Identity Framework for Windows Server 2008 R2
Open the windows identity framework setup and click yes on the dialogue box to start installation

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Click I accept on the license terms dialogue box

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The updates are installed

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Click close once the installation is complete

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iii. Microsoft Sync Framework v1.0 Open the Microsoft Sync Framework setup and click next on the welcome dialogue box

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Select I Agree and click Next on the license agreement Dialogue box

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iv. Microsoft Filter Pack 2.0
Open the filter pack setup and click yes on the user account control dialogue box
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Click Next on the welcome dialogue box

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Check the I accept the terms in the license agreement check box and click next

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The installation begins

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Once the installation is complete click OK on the message dialogue box

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v. Microsoft Chart Controls for Microsoft .NET Framework 3.5
Open the Microsoft Chart control setup file and click yes on the User account control dialogue box
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Click Next
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Select to accept the license terms check box and click next

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The installation starts

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Click finish to complete the installation

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vi. Microsoft SQL Server 2008 Native Client
Open the SQL server setup file and click next to start the setup wizard
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Select the I accept the terms in the license agreement
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Enter the Name and the company then Click Next

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Click Next

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Click Install

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Click yes on the user account dialogue box

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Click Finish to complete the installation

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vii. Microsoft SQL Server 2008 Analysis Services ADOMD.NET

Open the setup file for Microsoft SQL Server 2008 Analysis Services and click next

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Accept the terms and Click Next

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Enter the User name and Company Name then click next
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Click install to start the installation

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Click yes on the User account control dialogue box
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Click Finish to complete the installation
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viii. KB979917 - QFE for SharePoint issues - Perf Counter fix & User Impersonation

Open the setup for KB979917 and click yes

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The installation starts

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Click close to complete the installation of the updates

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ix. Microsoft Silverlight 3
Open the Silverlight setup file and click yes on the user control dialogue box
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Click install

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This starts the installation Process
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Select the enable Microsoft Update checkbox and click next

[pic] x. ADO.NET Data Services Update for .NET Framework 3.5 SP1 for Windows Server 2008 R2 SQL Server 2008 R2 November CTP Reporting Services Add-in for Microsoft SharePoint Technologies 2010

Open the setup file for the ADO.NET data services update to start the update installation

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Click Yes
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The installation starts running

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Click Close to complete the installation
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xi. SQL Server 2008 R2 Reporting Services Add-in for Microsoft SharePoint Technologies 2010
Open the setup file for SQL Server 2008 R2 Reporting services and click next

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Accept the license terms and Click next
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Enter the username and company. Click next
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Click install to begin installation
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The installation of the Add-in starts
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Click Yes on the user account control dialogue box
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The installation continues

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Click Finish to complete installation
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xii. Microsoft Server Speech Platform
Open the Microsoft Server speech Platform Runtime (x64) setup file
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Click yes on the user account control dialogue box
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The installation starts
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xiii. Speech recognition language for English
Open the speech recognition language Pack for English setup file to start the installer
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The installer begins to run

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Click yes on the user account control dialogue box

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This starts the installation
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Service Accounts
One of the most important aspects of planning for deployment is to identify the service accounts that will be needed. There are several accounts that must be specified.

Table 1-3 lists the service accounts required for all SharePoint 2010 installations

|ACCOUNT Name |PURPOSE |REQUIREMENTS |
|SharePoint.Intranet |The Setup user account is used to run the|Domain user account. |
| |following: |Member of the Administrators group on each server on which Setup |
| |Setup |is run. |
| |SharePoint Products Configuration Wizard |SQL Server login on the computer that runs SQL Server. |
| | |Member of the following SQL Server security roles: |
| | |securityadmin fixed server role |
| | |dbcreator fixed server role |
| | |If you run Windows PowerShell cmdlets that affect a database, |
| | |this account must be a member of the db_owner fixed database role|
| | |for the database. |
|SharePoint.Farm |The server farm account is used to |Domain user account. |
| |perform the following tasks: |Additional permissions are automatically granted for the server |
| |Configure and manage the server farm. |farm account on Web servers and application servers that are |
| |Act as the application pool identity for |joined to a server farm. |
| |the SharePoint Central Administration Web|The server farm account is automatically added as a SQL Server |
| |site. |login on the computer that runs SQL Server. The account is added |
| |Run the Microsoft SharePoint Foundation |to the following SQL Server security roles: |
| |Workflow Timer Service. |dbcreator fixed server role |
| | |securityadmin fixed server role |
| | |db_owner fixed database role for all SharePoint databases in the |
| | |server farm |

2. INSTALLING SHAREPOINT 2010 SERVER[3]
After reviewing the requirements for hardware and software and obtaining or creating the necessary service accounts, proceed to install SharePoint Server 2010.

Running the Microsoft SharePoint Products and Technologies Preparation Tool

The SharePoint Products and Technologies Preparation Tool helps to ensure that all prerequisites have been installed on the server before proceeding with the installation.
There is need for an Internet connection to automatically install prerequisites; otherwise, prerequisites will have to be installed manually. Complete the following steps to run the SharePoint Products and Technologies Preparation Tool:

i. Launch the setup executable for SharePoint Server 2010. ii. On the SharePoint Server 2010 Start page, click Install Software Prerequisites as seen in the figure below.

iii. On the Welcome to the Microsoft SharePoint Products Preparation Tool page, click next. iv. On the License Terms for Software Products page, review the terms and conditions, select the check box verifying that you agree to the terms and conditions, and click next. v. On the Installation Complete page, click Finish

Installing the SharePoint Server 2010 Binaries
Now that all prerequisites have been installed, install SharePoint Server 2010 by doing the following: i. On the SharePoint Server 2010 Start page, click Install SharePoint Server as shown in the figure below. ii. On the Enter the Product Key page, type the product key and click Continue. iii. On the Read the Microsoft Software License Terms page, review the terms and conditions, select the check box verifying that you agree to the terms and conditions, and click Continue. iv. On the Choose a File Location page, enter the installation and search data folder locations, and then click Install Now. v. On the Choose the Installation You Want page, shown in the figure below, click Server Farm.
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vi. On the Server Type tab, choose Complete. vii. Optionally, you can choose to install SharePoint Server 2010 to a custom location by clicking the File Location tab and entering the location where SharePoint Server 2010 should be installed. viii. Click Install Now to proceed with the installation.

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ix. When setup completes, leave the Run the SharePoint Products Configuration Wizard Now check box selected and click Close, as seen in the figure below.

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3. RUNNING THE SHAREPOINT PRODUCTS CONFIGURATION WIZARD[4]
At this point, the SharePoint Server 2010 binaries have been installed, but configuration database has not been created. It is important to note that a farm is defined by a configuration database. Provisioning a farm is the same as provisioning a new configuration database. The SharePoint 2010 Products Configuration Wizard will guide you through the process of provisioning the farm: i. If the SharePoint 2010 Products Configuration Wizard does not launch automatically, you can find it located at Start, All Programs. Microsoft SharePoint 2010 Products. ii. On the Welcome to SharePoint Products page, click next. iii. A dialog box appears stating that some services might need to be restarted during configuration. Click yes to proceed. iv. On the Connect to a Server Farm page, click Create a New Server Farm, and then click next. v. On the Specify Configuration Database Settings page, make the following changes: • In the Database Server box, type the server name of the database server (LMCSSQL02. Lumwanamine.com). • In the Database Name box, type a name for the configuration database. If the database server is hosting multiple farms, you should type a name that uniquely identifies the farm you are configuring; otherwise, you can keep the default value of SharePoint_Config. • In the Username box, type the server farm administrator account name (SharePoint.Farm). If you are using Active Directory, the account name should be in the format DOMAIN\username (LMC\ SharePoint.Farm). Remember that this account must have SQL permissions of Database Creator and Security Administrator defined before installation of SharePoint Server 2010. This account will also be the application pool identity for the Central Administration Web site, and it will have access to all server farm databases. Thus, be sure to protect this account’s credentials. • In the Password box, type the account password. • Click Next. vi. On the Specify Farm Security Settings page, type a passphrase and click next. This passphrase must be entered any time a server is joined to the farm and is used to encrypt credentials of SharePoint accounts. By default, it is constrained by the Active Directory minimum password complexity requirements. If it is the default, the passphrase must meet the following criteria: • It must be eight characters in length • It must contain three of the following four character types: English uppercase letters (A through Z) English lowercase letters (a through z) Numerals (0 through 9) Non-alphanumeric characters (such as “!”,”*”,”#”, etc.) vii. The Configure SharePoint Central Administration Web Application page allows you to specify the settings for the Web site used to perform administrative tasks in SharePoint. • Specify a port number for the Central Administration Web site, or use the default. • Choose NTLM or Negotiate (Kerberos) for authentication. • Click Next.

viii. On the Completing the SharePoint Products Configuration Wizard page, review your specified settings, and click Next to begin configuration. ix. On the Configuration Successful page, click Finish.

Using the SharePoint Server 2010 Farm Configuration Wizard

When manually configuring the farm, there isn’t necessarily one correct way of accomplishing success. But the following order of creating and configuring Web and service applications can be followed: i. Create the primary Web application. ii. Create the My Site Provider (Web application). iii. Create the Content Type Hub Web application (optional). iv. Create and configure the Search Service application. v. Create and configure the User Profile Service application. vi. Create and configure the Managed Metadata Service application. vii. Create the SPState Service application. viii. Start services on the server for relevant service applications. ix. Verify the association of service applications to Web applications.

When using the Configuration Wizard to install SharePoint Server 2010, do the following: 1 Open the Central Administration site, and browse to the Configuration Wizards page.

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2. Click Launch The Farm Configuration Wizard. 3. On the Help Make SharePoint Better page, choose one of the options and click OK. 4. On the Configure Your SharePoint Farm page, choose Yes, Walk Me through the Configuration of My Farm Using This Wizard, and then click Start the Wizard. 5. In the Service Account section, specify the service account you want to use to configure your services. You should choose an account other than the farm administrator account for security purposes, and it should be in the format LMC\username, as seen in the figure below

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6. There are many more services available by default in SharePoint Server 2010 than in SharePoint Foundation 2010. The decision about which services to use doesn’t have to be made at this point. You can re-run the configuration wizard again later and install additional services. Select which services to enable, or just accept the defaults for these services, and click next. 7. On the Create Site Collection page, click Skip. 8. On the Farm Configuration Wizard summary page, click Finish to complete the initial configuration.

Post Implementation Configuration
The vast majority of configuration actions performed for a SharePoint farm are performed in the Central Administration Web site. This site should have been installed on at least one of the farm servers when the farm was provisioned and can be used to configure all farmwide and Web application-level settings.

Configure Farm Administrators Group
Farm administrators can be added or removed by going to Central Administration, clicking Manage The Farm Administrators Group under Security, and adding or deleting users. Members of the Farm Administrators group have full access to all settings across the entire farm and can take ownership of any site in the farm. Obviously, this group should be carefully managed and limited to as few individuals as possible.

Configure Outgoing E-mail Settings
Outgoing e-mail must be configured in order for users to receive alerts from SharePoint. The Simple Mail Transport Protocol (SMTP) service must be set up on a server accessible to the SharePoint farm, and it must be configured to allow anonymous messages. You must be a member of the Farm Administrators group to modify these settings. 1. In Central Administration, click System Settings. 2. On the System Settings page, in the E-mail and Text Messages (SMS) section, choose Configure Outgoing E-Mail Settings. 3. In the Mail Settings section of the Outgoing E-Mail Settings page, type the SMTP server (LMCSMX.Lumwanamine.com) name for outgoing e-mail in the Outbound SMTP Server box. 4. Enter the From Address and Reply-To Address to be used. The From address will appear in the from field of any e-mail messages sent by SharePoint. The Reply-to address will be used for replies to any e-mail messages sent by SharePoint. 5. In the Character Set drop-down list, select the appropriate character set. 6. Click OK to save the settings.

How to create a Web Application to Host Site Collections This will depend on the logic design; we envision that each department will have its own web application. As in previous versions of SharePoint, all SharePoint sites are rendered via Internet Information Services. To create a Web application for hosting site collections, perform the following steps: 1. In Central Administration, click Manage Web Applications in the Application Management section. 2. Click the New button on the left side of the ribbon. 3. Enter the following values for the new Web application: • Authentication Leave the default choice, Classic Mode Authentication, selected. • IIS Web Site Choose Create A New IIS Web Site. Give it a descriptive name. Ensure that the Port value is 80 and the host header value uses the FQDN, as seen in the figure below. Leave the default value for Path unless you have specific requirements to do otherwise.

[pic] • Security Configuration Leave the default values selected as seen in the figure below [pic]

• Public URL Enter the base URL that will be used to access the Web site, and leave the Zone set to Default. You do not have to include the TCP port number with the URL—for example,:80 —if on a standard port. The figure below shows an example of a Web application on TCP port 80.

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• Application Pool Select Create New Application Pool, and choose the account to be used to run the application pool, as seen in the figure below.

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• Database Name And Authentication The database server defaults to the server where the configuration database resides. If needed, you can specify another database server, as seen in the figure below. Choose a database name to distinguish this content database from other databases on the server. Using Windows Authentication to connect to the database is highly recommended.

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• Failover Server You can specify a failover database server name to be used with SQL Server database mirroring. Note that this only makes SharePoint 2010 Products mirroring aware—you must still configure database mirroring in SQL Server. • Service Application Connections You can accept the default service application settings as seen in the figure below, or you can choose to customize the settings for the new Web application.

[pic] 4. Click OK to create the new Web application.

Configure Usage and Health Data Collection Usage and Health Data collection settings are farm-level settings and cannot be configured for a specific server. The user configuring these settings should be a member of the Farm Administrators group. 1. On the home page of Central Administration, click Monitoring. 2. In the Reporting section of the Monitoring page, click Configure Usage and Health Data Collection. 3. In the Usage Data Collection section of the Configure Usage and Health Data Collection page, enable usage data collection by selecting the Enable Usage Data Collection check box. 4. In the Event Selection list, choose the events to log by clicking the corresponding check boxes as seen in figure below. Keep in mind that logging uses system resources and can affect performance. Therefore, in a new installation you might consider setting the event and trace log thresholds to Critical and Unexpected, respectively.

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5. In the Usage Data Collection Settings section, enter the path where usage and health data should be written in the Log File Location box. This path must exist on all farm servers, and ensure that there is sufficient disk space available on the destination drive. The following example, shown in figure below, uses the C:\ volume. If the log files will be very large, consider using a different volume.

[pic] 6. In the Maximum Log File Size box, enter the maximum disk space allowed for logs, between 1 and 20 gigabytes (GBs). 7. In the Health Data Collection section, select the Enable Health Data Collection check box as seen in the figure below. To change the schedule or disable any health-related timer jobs, click Health Logging Schedule for a list of jobs, and then click the job to change its settings.

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8. In the Logging Database Server section, select the appropriate authentication mechanism. Windows authentication is recommended. The Logging database server or database name can be changed only with Windows PowerShell. 9. Click OK to save the settings.

Configure Diagnostic Logging Diagnostic logging for the SharePoint farm is highly configurable and can be performed through Central Administration. You should consider minimizing diagnostic logging in a new installation. You must be a member of the Farm Administrators group to perform these actions. 1. On the Home page of Central Administration, click Monitoring. 2. In the Reporting section of the Monitoring page, click Configure Diagnostic Logging. 3. In the Event throttling section of the Diagnostic Logging page, you have the following options for configuring Event Throttling: a. For all categories: • Select the All Categories check box. • Select the event log level from the least critical event to report to the event log list. • Select the event log level from the least critical event to report to the trace log list. b. For one or more categories: • Select the check boxes for the categories you want to configure. • Select the event log level from the least critical event to report to the event log list. • Select the event log level from the least critical event to report to the trace log list. c. For one or more subcategories: • Click (+) next to the category to expand the subcategories. • Select the check box next to the subcategory. • Select the event log level from the least critical event to report to the event log list. • Select the event log level from the least critical event to report to the trace log list. d. To restore the defaults for all categories: • Select the All Categories check box. • Select Reset to Default from the least critical event to report to the event log list. • Select Reset to Default from the least critical event to report to the trace log list. 4. In the Event Log Flood Protection section, select the Enable Event Log Flood Protection check box. This prevents the same event from being logged excessively, further degrading performance. 5. In the Trace Log section, enter the path to the folder where the logs should be written in the Path box. 6. Specify the number of days for log files to be kept (from 1 through 366) in the Number of Days to Store Log Files box, as seen in the figure below. 7. The disk space used by log files can be restricted by selecting the Restrict Trace Log Disk Space Usage check box and entering the maximum number of gigabytes (GB) the log files should be allowed to use. When this limit is reached, older files are automatically deleted.

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8. Click OK to save the settings.
Assigning IP Addresses to Web Applications
To assign IP addresses to your Web applications, follow these steps: 1. Add a host (A record) in the DNS Management Console. 2. Add the associated IP address to your Windows Server. 3. After an IIS reset, assign the IP address to the Web application in Web site bindings. The figure below shows an example of an Internet Information Services configuration. 4. Click the existing binding, and click Edit. 5. If desired, choose the IP address to assign to this Web application from the IP Address drop-down list. 6. Enter the URL from the A record in step 1 in the Host Name box. 7. Click OK to save the binding. [pic]

8. Open Central Administration and on the Home page, in the System Settings section, click Configure Alternate Access Mappings. 9. Click the name of the Web application, and verify that the URL for the default zone is set correctly. An example can be seen in figure below.

[pic] 10. Click OK.

Language Packs
Language packs make it possible to create sites in multiple languages within a single farm without having to install multiple instances of SharePoint. Language packs for available languages can be downloaded from Microsoft.
Prepare the Servers
Before installing any language packs in SharePoint, prepare the Web servers by ensuring that all appropriate Windows Server language files are installed on each server. Most language files are installed by default on Windows Server 2008, but certain languages require additional files to work properly. East-Asian languages, languages that use complex script, or languages that are oriented right-to- left require supplemental files, which can be downloaded from Microsoft. You must be a member of the Administrators group on the server to install language files.
To install additional language files, perform the following actions: 1. Navigate to Start, Control Panel, Clock, Language, And Region. 2. In the Region and Language section, click Install or Uninstall Display Languages. 3. In the Install or Uninstall Display Languages dialog box, choose Install Display Languages. 4. Click the Browse button, navigate to the folder where you downloaded the language file, and click OK. 5. Choose the languages you want to install, and click next. 6. Accept the terms, and click next. 7. Click Install to install the selected language files. Install a Language Pack When installing a language pack, the installer runs in the language of the language pack being installed. To install a language pack, complete the following steps: 1. Download the language pack for the language you want to install. 2. Run the setup executable file. 3. Review the software license terms, select the I Accept the Terms of This Agreement check box, and click Continue. The language pack will be installed and progress reported. 4. When the installation is complete, leave the check box selected to automatically run the SharePoint Products and Technologies Configuration Wizard and click Finish. 5. Rerun the SharePoint Products Configuration Wizard, accepting the default settings. This step is necessary for the language pack to be installed correctly.

Re-Run the SharePoint Products Configuration Wizard After installing the language packs, run the SharePoint 2010 Products Configuration Wizard again. Doing so updates this server’s language configuration in the configuration database. 1. Navigate to the configuration wizard, which is located at Start, All Programs, Microsoft SharePoint 2010 Products, SharePoint 2010 Products Configuration Wizard. 2. On the Welcome to SharePoint Products page, click next. 3. A dialog box appears stating that some services might need to be restarted during configuration. Click yes to proceed. 4. On the Modify Server Farm Settings page, select Do Not Disconnect from This Server Farm, and click next. 5. If the Modify Central Administration Web Administration page appears, leave the default settings, and click next. 6. On the Completing the SharePoint Products Configuration Wizard page, click Next. 7. On the Configuration Successful page, click Finish.

For detailed steps, refer to the SharePoint Server Deployment Manual.[5]

4. INSTALLING AND CONFIGURING FAST SEARCH
FAST Search Server 2010 for SharePoint offers a new choice in enterprise search. Combining the power of FAST with SharePoint, FAST Search Server 2010 for SharePoint delivers Microsoft's best general productivity search experience and a platform for building search-driven applications.
To install and configure FAST Search Server 2010 for SharePoint as single server or multiple server deployment, you must perform the following tasks: • Prepare for installation • Install and perform initial configuration • Perform post-installation steps for search

NOTE: For detailed steps, refer to the Deployment and configuration of FAST Search Server 2010 Manual[6]

2. PREPARE FOR INSTALLATION
This section describes the tasks that must be performed before starting the installing Microsoft FAST Search Server 2010 for SharePoint.
Install Microsoft SharePoint Server 2010 and Microsoft SQL Server 2008
Install SharePoint Server 2010 and SQL Server 2008 before installing FAST Search Server 2010 for SharePoint.
Note: Do not install SharePoint Server 2010 and FAST Search Server 2010 for SharePoint on the same server.
Review hardware and software requirements.
Before you start the installation of FAST Search Server 2010 for SharePoint, review the following information: i. Hardware requirements The following is the minimum and recommended hardware requirements to deploy FAST Search Server 2010 for SharePoint: Minimum: • 4 GB RAM • 4 CPU cores, 2.0GHz CPU • 50 GB disk Recommended: • 16 GB RAM • 8 CPU cores, 2.0GHz CPU • 1 terabyte disk space on RAID across 6 spindles or more ii. Operating system requirements You should install FAST Search Server 2010 for SharePoint on a server that has a clean installation of one of the following: • Windows Server 2008 R2 The server must be fully updated with the Service Pack and updates and restarted before you install FAST Search Server 2010 for SharePoint. Do not install FAST Search Server 2010 for SharePoint on a server that runs a Domain Controller. iii. Software requirements The Prerequisite Installer checks your server for required components and updates, and then downloads and installs the required components and updates if they are not already present on the system. iv. Limitation on server name length Due to NetBIOS limitations, the maximum server name length for FAST Search Server 2010 for SharePoint is 15 characters. v. Required permissions • Ensure that the user who runs the installer is a member of the Administrators group. • Create a domain user for running the FAST Search Server 2010 for SharePoint, SharePoint.FastSearch. Do not run FAST Search Server 2010 for SharePoint as a local administrator or a domain administrator. • To simplify the process of adding more search administrators, create a domain group. You will later add this group to a local group named FASTSearchAdministrators on every server in the FAST Search Server 2010 for SharePoint deployment. Add all users who will administer the FAST Search Server 2010 for SharePoint installation to this group. • The FAST Search Server 2010 for SharePoint user SharePoint.FastSearch must have dbcreator permissions in SQL Server for the FAST Search Server 2010 for SharePoint administrative database. For detailed steps, see Set up permissions for Microsoft SQL Server (FAST Search Server 2010 for SharePoint). vi. Daylight saving time (DST) Turn off automatic adjustment of daylight saving time for the servers in the FAST Search Server 2010 for SharePoint farm to avoid query timeouts. If DST adjustment is enabled, query timeouts may occur for a brief period around midnight on the date of DST adjustment.

vii. Synchronize clocks between servers The servers in the FAST Search Server 2010 for SharePoint farm and the SharePoint Server 2010 farm must have synchronized clocks on minute level. However, the daylight saving time (DST) setting on the servers in the SharePoint Server 2010 farm may be different from the DST setting on the servers in the FAST Search Server 2010 for SharePoint farm. viii. IP addresses must be static IPsec (Internet Protocol security) will be configured in the firewall as part of the installation. Make sure that all servers have static IP addresses that do not change. ix. Automatic updates Servers running Windows frequently get unattended updates. We recommend that you turn off automatic updates. Any updates should be made in a controlled manner after a controlled shutdown of FAST Search Server 2010 for SharePoint. It can take a long time for indexer nodes to recover after any unattended restarts of the servers. x. Anti-virus configuration FAST Search Server 2010 for SharePoint can run on a server that has anti-virus software installed. However, it is strongly recommend that the FAST Search folder is excluded from scanning. This is to prevent the anti-virus software from falsely identifying FAST Search data files as malware and quarantining them, and to ensure optimal performance. xi. Proxy settings HTTP communication is used in multiple server FAST Search Server 2010 for SharePoint farms, and also between SharePoint Server 2010 and FAST Search Server 2010 for SharePoint. This requires that HTTP communication is enabled between all servers in both SharePoint Server 2010 and FAST Search Server 2010 for SharePoint.

Download the installation package.
Log in to MSDN Subscriber Downloads, expand the Servers menu, and then click FAST Search Server 2010 to download FAST Search Server 2010 for SharePoint. The installation package contains a self-extracting exe file that will open a Start page (splash.hta) and extract the installation files to the following folder: \Program Files (x86)\MSECache\FastSearchServer2010\

3. INSTALL AND PERFORM INITIAL CONFIGURATION[7]
To install Microsoft FAST Search Server 2010 for SharePoint and perform the initial configuration of the servers, follow these steps: i. Open the FAST Search Server 2010 for SharePoint Start page When you download the installation package, the FAST Search Server 2010 for SharePoint Start page is opened automatically. The Start page provides links to product documentation and to the installation wizards. ii. Install prerequisites Before installing FAST Search Server 2010 for SharePoint, the Prerequisite Installer must be completed. The Prerequisite Installer checks your server for required components and updates, and then downloads and installs the required components and updates if they are not already present on the system. Which prerequisites that are required, depends on your operating system. iii. Install FAST Search Server 2010 for SharePoint To install FAST Search Server 2010 for SharePoint: 1. Go to \Program Files (x86)\MSECache\FASTSearchServer2010 and double-click the splash.hta to reopen the Start page after the server restart. 2. On the FAST Search Server 2010 for SharePoint Start page, click Install FAST Search Server 2010 for SharePoint. 3. On the Welcome page, click next. 4. On the License Terms page, accept the license and then click Next. 5. On the Destination Folder page, select the folder where you want to install FAST Search Server 2010 for SharePoint. iv. Install updates After you have run the installation wizard, make sure that the product is up to date: 1. On the FAST Search Server 2010 for SharePoint Start page, click Visit Windows update. 2. Download and install all relevant updates. v. Configure the FAST Search Server 2010 for SharePoint servers by running the Configuration Wizard After installing FAST Search Server 2010 for SharePoint, you must configure a single server deployment or a multiple server deployment. Do one of the following: i. Configure a single server deployment 1. From the Start menu, run Microsoft FAST Search Server 2010 for SharePoint Configuration Wizard as a local administrator. 2. On the Welcome page, click Next. 3. On the Select the deployment type page, select Single server (stand-alone) and then click Next. 4. On the Enter the user name and password page, enter the user name and password for the FAST Search Server 2010 for SharePoint user. This user must be a domain user. 5. On the Enter a certificate password page, enter a certificate password of your choice. This password will be used to protect the general purpose FAST Search certificate. You will need this password to install certificates on other servers. Retype the password and then click Next. 6. On the Server settings page, enter the fully qualified domain name of the server and the base port. A deployment file will be generated automatically with all the settings configured. 7. On the Database settings page, enter connection information to the SQL database that you installed and created before you installed FAST Search Server 2010 for SharePoint. (See also Set up permissions for Microsoft SQL Server (FAST Search Server 2010 for SharePoint)). Enter the Database connection string in the format \ (Example: mysqlserver1.contoso.com\myinstance). Enter the Database name and Database port. The database will be created when you complete the configuration wizard. Click Next. 8. On the Click-through relevancy settings page, add the desired relevancy click-through settings. Click-through relevancy enables automatic relevancy tuning based on how search users click on results. Select the relevant Microsoft SharePoint Server 2010 installation type. • If you have installed SharePoint Server 2010 using the Standalone option, specify the Fully Qualified Domain Name (FQDN) of the SharePoint Server 2010. • If you have installed SharePoint Server 2010 using the Server Farm option, specify the user who is running the Microsoft SharePoint 2010 Timer Service. This user is specified in the SharePoint Server 2010 post-setup configuration. • If you do not want click-through relevancy, or if you do not have the necessary information, select Do not enable click-through relevancy. Click Next. 9. On the Configuration settings summary page, review the settings and then click Configure. Wait while the configuration finishes. 10. On the Post-setup configuration was successful page, click Finish. 11. Before you restart the server, make sure that administrative permissions are defined. Update the local FASTSearchAdministrators group (which was created by the configuration wizard) to include either the user who will administer the FAST Search Server 2010 for SharePoint farm, or the domain group of your FAST Search Administrators. 12. Restart the server. ii. Configure a multiple server deployment To configure a multiple server deployment, follow the steps in these sections: 1. Prepare the deployment file The deployment file, deployment.xml, specifies the distribution of components and services across servers in a FAST Search Server 2010 for SharePoint farm. Each FAST Search Server 2010 for SharePoint farm has one deployment file. Each server in the farm can read the deployment file and determine the services that run locally on that server. Each server also determines the location of other services that it communicates with. The deployment file is a required input parameter when you run the configuration wizard or configuration script on the admin server. Non-admin servers will download the deployment file from the admin server, determine which services should run on the local server, and start these services. 2. Configure a server as the admin server 3. Configure a server as a non-admin server (one or more servers)

4. PERFORM POST-INSTALLATION STEPS FOR SEARCH[8]
After you have installed FAST Search Server 2010 for SharePoint and done the initial configuration, you must add FAST Search Server 2010 for SharePoint as a back-end for SharePoint Server.
What you need to configure to enable content collection depends on the type of indexing connector that you plan to use to crawl content. To use the integrated indexing connectors, you must configure the FAST Search Content SSA and set up at least one content source. The FAST Search Server 2010 for SharePoint specific connectors require different configuration, independent of the FAST Search Content SSA.
To be able to query crawled content, create a FAST Search Query SSA and follow the instructions to enable queries from SharePoint Server. 1. Add FAST Search Server 2010 for SharePoint as back-end for SharePoint Server (FAST Search Server 2010 for SharePoint). 2. Create and set up the Content Search Service Application 3. Create and set up the Query Search Service Application (FAST Search Server 2010 for SharePoint) 4. Enable queries from Microsoft SharePoint Server (FAST Search Server 2010 for SharePoint) 5. Configure content collection (FAST Search Server 2010 for SharePoint) 6. Optional: Verify successful installation (FAST Search Server 2010 for SharePoint)

5. REPORTING SERVICE INTEGRATION AND CONFIGURATION[9]

Step 1: Configuring SQL Reporting Services – Web Service URL

Simply go to Reporting Services Configuration Manager and choose Web Service URL and populate the following needed information. The fields are named properly. What this does is that it configures the IIS for you depending on what Virtual Directory names you had declared.

[pic]

Step 2: Configuring SQL Reporting Services – Create a Report Database

Same here, fields need no further explanation except for one which is Native Mode and SharePoint Integrated mode which I will explain below.
Choose create a database or if you already have one choose an existing one. For this example, we will create a new one:

[pic]
Connect to the database where you want your Report Data to be stored:

[pic]
Give it a Name and a Report Server Mode. With SharePoint Integrated Mode the report RDLs are stored on SharePoint and not in the Report Database. For this instance, we will use the SharePoint Integrated Mode:

Specify the credentials that the report server will use to connect to the database.

[pic]
Review your configuration.
[pic]
Then wait while it's configured.

[pic]

Step 3: Configuring SQL Reporting Services – Create a Report Manager URL

What this does is that it configures the IIS for you depending on what Virtual Directory names you had declared.
[pic]
That’s it. At this point, your report server is configured for SharePoint Integration 2010.

Step 4: SharePoint Integration Configuration – Reporting Services Integration

Simply go to SharePoint 2010 Central Administration, then General Application Settings, then choose Reporting Services Integration.

[pic]
Now populate the fields using the Web Service URL you had configured a while ago on Step 2 of this guide.

[pic]
Once done, you will see the Activation State message.

[pic]

Step 5: SharePoint Integration Configuration – Add a Report Server to the Integration

Now add the report server by putting the Server Name and the Server instance.
[pic]

Step 6: Verify by Checking the Server and Uploading a Report

To verify if it's now integrated, go to Site Settings on your SharePoint Site, then Site Collection Features.
[pic]
[pic]
Check if the Report Server Integration Feature is Active, if not just click activate:

[pic]
Now try to use the SQL Server Reporting Services Webpart:
[pic]

[pic]
Or you can also upload a report from a library.
[pic]

Appendix 1
Table 1.
SharePoint 2010 Prerequisites Installation Tick Sheet

|SharePoint 2010 Prerequisites Installation Tick Sheet |
|Installation |Yes |No |Notes |
|Microsoft SQL Server 2005 SP3 | | | |
|Cumulative update package 3 for SQL Server 2005 Service Pack 3 | | | |
|Application and Web Server(IIS) Roles | | | |
|Windows Server 2008 R2 FIX: A hotfix that provides a method to support the token | | | |
|authentication without transport security or message encryption in WCF is available for the | | | |
|.NET Framework 3.5 SP1 | | | |
|Windows Identity Framework for Windows Server 2008 R2 | | | |
|Microsoft Sync Framework v1.0 | | | |
|Microsoft Filter Pack 2.0 | | | |
|Microsoft Chart Controls for Microsoft .NET Framework 3.5 | | | |
|Microsoft SQL Server 2008 Native Client | | | |
|Microsoft SQL Server 2008 Analysis Services ADOMD.NET | | | |
|KB979917 - QFE for Sharepoint issues - Perf Counter fix & User Impersonation | | | |
|Microsoft Silverlight 3 | | | |
|ADO.NET Data Services Update for .NET Framework 3.5 SP1 | | | |
|SQL Server 2008 R2 Reporting Services Add-in for Microsoft SharePoint Technologies 2010 | | | |
|Microsoft Server Speech Platform | | | |
|Speech recognition language for English | | | |

Table 2.

FAST Search Server 2010 for SharePoint Prerequisites Installation Tick Sheet

|FAST Search Server 2010 for SharePoint Prerequisites Installation Tick Sheet |
|Installation |Yes |No |Notes |
|Application and Web Server(IIS) Roles | | | |
|Identity foundation (KB 974405) | | | |
|Microsoft Visual C++ 2008 SP1 Redistributable Package (x64) | | | |
|Hotfix for Microsoft Windows (KB976462) | | | |

-----------------------
[1] Microsoft SharePoint 2010 Administrator’s Pocket Consultant - Ben Curry

[2] http://technet.microsoft.com/en-us/library/cc262957.aspx

[3] Microsoft SharePoint 2010 Administrator’s Pocket Consultant - Ben Curry

[4] Microsoft SharePoint 2010 Administrator’s Pocket Consultant - Ben Curry [5] \\lmcsnas01\it\Book Library\005 IT & IS\SharePoint2010 Books\Microsoft Manuals\SharePoint 2010\SharePtServDeployment.pdf
[6] \\lmcsnas01\it\Book Library\005 IT & IS\SharePoint2010 Books\Microsoft Manuals\Fast Search\B2FASTSearchDeploy.pdf

[7] http://technet.microsoft.com/en-us/library/ff381243.aspx
\\lmcsnas01\IT\Book Library\005 IT & IS\Fast Search\B2FASTSearchDeploy.pdf

[8] http://technet.microsoft.com/en-us/library/ff381240.aspx

\\lmcsnas01\IT\Book Library\005 IT & IS\Fast Search\B2FASTSearchDeploy.pdf

[9] http://www.codeproject.com/Articles/88285/Integrating-Sharepoint-2010-and-SQL-Reporting-Serv.aspx

-----------------------
SharePoint 2010 Installation Plan

Page 7

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...Summary This white paper is intended to help readers better understand the issues involved in making Web sites accessible to people with disabilities, a legal obligation that also benefits all users of the Web. We will deal with the current issues in accessibility, as well as the various initiatives, norms, and standards implemented with respect to Web-enabled applications. In this regard, we will examine using Microsoft products and technologies to design and develop Web sites that comply with accessibility guidelines. More specifically, this document describes a set of guidelines that enable you to produce accessible Web sites by using the new Microsoft Office SharePoint Server (MOSS) 2007 technologies as part of Microsoft Office system 2007 or previous solutions such as Content Management Server 2002 and SharePoint 2003 technologies. It defines the extent to which these technologies offer the best possible compliance with, as a minimum, the priority 1 checkpoints of Web Content Accessibility Guidelines (WCAG) 1.0. Status This document is the second release of the technical white paper on the accessibility of Web sites that are based on Microsoft solutions; it references the standards that were available at the date of publication and the features available in current versions of the above-mentioned products and technologies at the date of publication. This document will be updated as required based on product modifications. © 2007 Microsoft Corporation. All rights reserved...

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