Deployment-guide-for-SharePoint-2013 - Deployment guide for Microsoft SharePoint 2013 Microsoft Corporation Published October 2014 Author Microsoft

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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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