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Unformatted text preview: Deployment guide for
Microsoft SharePoint 2013 Microsoft Corporation
Published: October 2014
Author: Microsoft Office System and Servers Team ([email protected]) Abstract
This book provides deployment instructions for SharePoint 2013. The audiences for this book include
application specialists, line-of-business application specialists, and IT administrators who are ready to
deploy SharePoint 2013.
The content in this book is a copy of selected content in the SharePoint 2013 technical library as of the
publication date. For the most current content, see the technical library on the web. i This document is provided “as-is.” Information and views expressed in this document, including URL
and other Internet website references, may change without notice. You bear the risk of using it.
Some examples depicted herein are provided for illustration only and are fictitious. No real association
or connection is intended or should be inferred.
This document does not provide you with any legal rights to any intellectual property in any Microsoft
product. You may copy and use this document for your internal, reference purposes.
© 2014 Microsoft Corporation. All rights reserved.
Microsoft, Access, Active Directory, Backstage, Bing, Excel, Groove, Hotmail, Hyper-V, InfoPath,
Internet Explorer, Office 365, OneNote, Outlook, PerformancePoint, PowerPoint, SharePoint,
Silverlight, OneDrive, Visio, Visio Studio, Windows, Windows Live, Windows Mobile,
Windows PowerShell, Windows Server, and Windows Vista are either registered trademarks or
trademarks of Microsoft Corporation in the United States and/or other countries.
The information contained in this document represents the current view of Microsoft Corporation on the
issues discussed as of the date of publication. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft
cannot guarantee the accuracy of any information presented after the date of publication. ii Contents
Getting help............................................................................................................................................ 27
Overview of SharePoint 2013 installation and configuration.......................................................... 28
Physical architecture ......................................................................................................................... 29
Installation and configuration ........................................................................................................... 30
Deployment stages............................................................................................................................ 33
Prepare for installation of SharePoint 2013 ...................................................................................... 37
TechNet articles about how to prepare for SharePoint 2013 installation and initial
configuration ................................................................................................................................... 37
Additional resources about SharePoint 2013 installation and initial configuration .................. 38
Initial deployment administrative and service accounts in SharePoint 2013 ............................... 39
Required accounts ............................................................................................................................ 39
Account permissions and security settings in SharePoint 2013 .................................................... 43
About account permissions and security settings ........................................................................ 43
SharePoint administrative accounts ............................................................................................... 43
SharePoint service application accounts ....................................................................................... 45
SharePoint database roles ............................................................................................................... 48
WSS_SHELL_ACCESS database role ...................................................................................... 49
Group permissions ............................................................................................................................ 50
Configure SQL Server security for SharePoint 2013 environments ............................................. 87
Before you begin................................................................................................................................ 87
Configuring a SQL Server instance to listen on a non-default port ........................................... 88
Blocking default SQL Server listening ports .................................................................................. 90
Configuring Windows Firewall to open manually assigned ports............................................... 90
Configuring SQL Server client aliases ........................................................................................... 91
Install prerequisites for SharePoint 2013 from a network share.................................................... 93
Installer switches and arguments.................................................................................................... 93
Download and combine the SharePoint 2013 prerequisites on a file share ............................ 94
Install the SharePoint 2013 prerequisites at the command prompt ........................................... 95
Install the SharePoint 2013 prerequisites by using an arguments file ...................................... 96
Install SharePoint 2013 ...................................................................................................................... 100
TechNet articles about how to install and configure SharePoint 2013.................................... 100
Additional resources about how to install and configure SharePoint 2013 ............................ 102
Install SharePoint 2013 on a single server with a built-in database ........................................... 103 iii Overview ........................................................................................................................................... 103
Before you begin.............................................................................................................................. 104
Install SharePoint 2013 .................................................................................................................. 104
Post-installation steps ..................................................................................................................... 110
Install SharePoint 2013 on a single server with SQL Server ....................................................... 111
Overview ........................................................................................................................................... 111
Before you install SharePoint 2013 on a single server .............................................................. 111
Install SharePoint 2013 on a single server .................................................................................. 112
Post-installation steps ..................................................................................................................... 120
Install SharePoint 2013 across multiple servers for a three-tier farm ......................................... 122
Overview ........................................................................................................................................... 122
Using the Microsoft SharePoint Products Preparation Tool .................................................. 125
Database server ........................................................................................................................... 125
Public updates and hotfix packages.......................................................................................... 125
Prepare the farm servers................................................................................................................ 125
Install SharePoint 2013 on the farm servers ............................................................................... 126
Create and configure the farm ....................................................................................................... 127
Add web servers to the farm .......................................................................................................... 130
Post-installation steps ..................................................................................................................... 130
Install or uninstall language packs for SharePoint 2013 ............................................................... 132
About language IDs and language packs .................................................................................... 133
Downloading language packs........................................................................................................ 134
Installing language packs on the web and application servers ................................................ 134
Uninstalling language packs .......................................................................................................... 136
Add web or application servers to farms in SharePoint 2013 ...................................................... 137
Before you add a web or application server to a SharePoint farm .......................................... 137
Front-end web server role........................................................................................................... 140
Application server role ................................................................................................................. 140
Install prerequisite software ........................................................................................................... 141
Install the SharePoint software...................................................................................................... 142
Add the new SharePoint server to the farm ................................................................................ 143
Configure the new server ............................................................................................................... 146
Add a database server to an existing farm in SharePoint 2013 .................................................. 147
Before you begin.............................................................................................................................. 147
Prepare the new database server ................................................................................................. 148
Configure and use the new database server .............................................................................. 149
Remove a server from a farm in SharePoint 2013 ........................................................................ 152
iv Removing a web server or application server from a SharePoint farm .................................. 153
Removing a database server from a SharePoint farm .............................................................. 154
Remove a database server, web server, or application server from a SharePoint farm by
using Central Administration ...................................................................................................... 154
Uninstall SharePoint 2013 ................................................................................................................. 157
Before you begin.............................................................................................................................. 157
Uninstall SharePoint 2013.............................................................................................................. 158
Install and configure a virtual environment for SharePoint 2013 ................................................. 160
Articles about SharePoint 2013 virtualization with Hyper-V...................................................... 160
Use best practice configurations for the SharePoint 2013 virtual machines and Hyper-V
environment ...................................................................................................................................... 162
Introduction and scope ................................................................................................................... 163
Review the general best practice guidance for virtualization.................................................... 163
Best practice guidance for virtualization ................................................................................... 165
Configure the Hyper-V host computer.......................................................................................... 166
Install and configure virtual networking ........................................................................................ 167
Virtual network types ................................................................................................................... 168
Create and configure the virtual machines .................................................................................. 171
Configure the memory for the virtual machines .......................................................................... 172
Configure the processors for the virtual machines ..................................................................... 173
Configure the controllers and hard disks for the virtual machines ........................................... 173
Configure services and general settings...................................................................................... 175
Configure SharePoint 2013 ............................................................................................................... 177
TechNet articles about how to configure settings for the server farm ..................................... 177
Additional resources about how to configure settings for the server farm .............................. 179
Service application and service management (SharePoint 2013) .............................................. 180
Configure authentication infrastructure in SharePoint 2013 ........................................................ 181
TechNet articles about how to configure authentication infrastructure ................................... 181
Configure forms-based authentication for a claims-based web application in SharePoint 2013
............................................................................................................................................................ 184
Before you begin.............................................................................................................................. 184
Process overview ............................................................................................................................ 185
Phase 1: Create a new web application that uses forms-based authentication with Central
Administration ............................................................................................................................... 185
Phase 2: Configure the Web.Config files for an LDAP membership provider ....................... 186
Create a new web application that uses forms-based authentication with Windows
PowerShell .................................................................................................................................... 191
v Configure SAML-based claims authentication with AD FS in SharePoint 2013 ....................... 194
Before you begin.............................................................................................................................. 194
Process overview ............................................................................................................................ 195
Phase 1: Install and configure an AD FS server......................................................................... 195
Phase 2: Configure AD FS with the web application as a relying party .................................. 195
Phase 3: Configure SharePoint 2013 to trust AD FS as an identity provider ........................ 198
Phase 4: Configure web applications to use claims-based authentication and AD FS as the
trusted identity provider ............................................................................................................... 203
Configure server-to-server authentication in SharePoint 2013.................................................... 207
TechNet articles about how to configure server-to-server authentication .............................. 207
Configure server-to-server authentication between SharePoint 2013 farms............................. 209
Configure a SharePoint 2013 trust relationship with another farm .......................................... 210
Configure a SharePoint 2013 trust relationship with a farm that has no web applications .. 211
Configure an STS for HTTP ........................................................................................................... 213
Configure a synchronized STS name identifier .......................................................................... 214
Configure server-to-server authentication between SharePoint 2013 and Exchange Server
2013 ................................................................................................................................................... 216
Process overview ............................................................................................................................ 217
Configure server-to-server authentication between SharePoint 2013 and Lync Server 2013 220
Process overview ............................................................................................................................ 221
Configure app authentication in SharePoint Server 2013 ............................................................ 223
Process overview ............................................................................................................................ 223
Step 1. Configure the SharePoint Server 2013 app authentication trust ................................ 224
Configure SharePoint Server 2013 to trust the app ................................................................ 226
Step 2. Register the app with the Application Management service ....................................... 228
Step 3. Configure app permissions............................................................................................... 228
Configure client certificate authentication for SharePoint 2013 ................................................... 230
Configure client certificate authentication .................................................................................... 231
Replace the STS certificate for the on-premises environment .................................................... 233
Before you begin.............................................................................................................................. 233
Replace the STS certificate ........................................................................................................... 237
Next steps ......................................................................................................................................... 241
Implement SAML-based authentication in SharePoint Server 2013 .......................................... 242
Before you begin.............................................................................................................................. 242
Overview of SAML authentication ...........................................................................
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