Integrating Reporting Services 2008 with SharePoint 2007 Step 2 - SharePoint Installation

Step 2 - Windows SharePoint Services 3.0 Installation and Configuration

Introduction

This post is the second of a group showing how to use SQL Server 2008 Reporting Services with SharePoint 2007.
The previous step is:

• Step 1 - SQL Server 2008 with reporting Services Installation and Configuration

The next steps are:

• Step 3 - Configuring Reporting Services for SharePoint 3.0 Integration - Part 1 : Operations performed with Reporting Services Configuration tool
• Step 4 - Configuring Reporting Services for SharePoint 3.0 Integration - Part 2: Operations performed in SharePoint Central Administration (includes Microsoft SQL Server 2008 Reporting Services Add-in for Microsoft SharePoint Technologies Installation)
• Step 5 - Sample Databases for Microsoft SQL Server 2008 Installation
• Step 6 - Report Creation and Deployment in SharePoint 2007 with Business Intelligence Development Studio (BIDS)

I have chosen a Simple Farm Topology with SQL Server 2008 and Windows SharePoint Services 3.0 on the same Virtual Machine. This machine has just Application Server role and not Domain Controller role, so the Service Accounts for both, SharePoint and SQL will be machine local accounts.
The VM runs Windows 2003 Server OS
The goal is to quickly allow someone to create reports and to discover SharePoint Integrated Mode features: deployment, Web Parts dashboards, subscription, snapshotings, etc.
Even planning for further deployments in a Farm environment with several servers and Active Directory, it may be usefull to have been familiarized with involved products installation, configuration and use, by having tested it in a Simple Farm Topology with one computer and local accounts.

1 - Environment Configuration

Number of Virtual machines:	1
Operating System:	Windows 2003 Server
Server Roles:	Application Server
Topology:	Simple Farm
Service Accounts:	SQL Server Service Account: Local Administrator Setup user account: Local Administrator Server farm account/Database access account: Local Administrator

2 - Referred Documentation

For the current step, you can refer to these Microsoft TechNet articles:

• Deploy in a simple server farm (Windows SharePoint Services)
• Deploy using DBA-created databases
• Determine hardware and software requirements (Windows SharePoint Services)

3 - Prerequisites

• You have installed SQL Server 2008 with reporting services on the virtual machine with a Windows 2003 Server OS.
  (if not you can refer to the step 1 of these arcticles group: Step 1 - SQL Server 2008 with reporting Services Installation and Configuration )
• You have downloaded Windows SharePoint Services 3.0 with Service Pack 1

4 - Installation Overview

• This installation is compliant with both MOSS 2007 and Windows SharePoint Services.
  
• I will deploy Windows SharePoint Services using DBA-Created Databases mode in order to be allowed to choose the name of the SharePoint content database for Central Administration. If you deploy using SharePoint Technology Wizard, you cannot choose this database name and it will be automatically generated by SharePoint with a GUID in a form like
  SharePoint_AdminContent_5add1efb-2795-4f80-8bc2-f87f8482d8698
  


• Regarding compatibility of WSS or MOSS and SQL Server 2008, there is only one warning:
  
  SQL Server 2008 requires that Windows SharePoint Services 3.0 SP1 be installed BEFORE installing MOSS or making use of SQL Server 2008 with WSS 3.0
  for more information see this TechNet article: Determine hardware and software requirements (Windows SharePoint Services)

This installation includes the following steps:

• Step 1: Create SharePoint Configuration Databases
• Step 2: Create SharePoint Administration Content Database
• Step 3: Launching Windows SharePoint Services 3.0 Installation
• Step 4: "Microsoft Software License Terms" page
• Step 5: "Choose the installation you want" page
• Step 6: "Server Type" Tab
• Step 7: Installation Progress
• Step 8: Close the "Complete the Configuration" dialog box and check Installation
• Step 9: Open a Prompt Command
• Step 10: PSCONFIG.EXE instruction
• Step 11: Run the SharePoint Products and Technologies Configuration Wizard
• Step 12: "services might need to be restarted" dialog box
• Step 13: "Modify Server farm Settings" page
• Step 14: "Configure SharePoint Central Administration Web Application" page
• Step 15: "Completing the SharePoint Products and Technologies Configuration Wizard" page
• Step 16: "Configuring SharePoint Products and Technologies" page
• Step 17: "Configuration Successful" page
• Step 18: Launching SharePoint central administration homepage
• Step 19: Performing optional additional settings

5 - Installation

5.1 Step 1: Create SharePoint Configuration Databases

Open SQL Server Management studio












Right click the Database node and select New Database



Type the SharePoint Configuration database name : SharePoint_Config
Click OK. Your database is created.

5.2 Step 2: Create SharePoint Administration Content Database

Replay the same operations in order to create the Central Admin Content Database with a friendlier name: SharePoint_AdminContent.
The next figure shows the state of your database server at the end of this step.

5.3 Step 3: Launching Windows SharePoint Services 3.0 Installation

Open the file where you have stored the downloaded executable for WSS 3.0 + SP1 Installation



Run Setup

5.4 Step 4: Microsoft Software License Terms page

On the Read the Microsoft Software License Terms page, review the terms, select the "I accept the terms of this agreement" check box, and then click Continue.

5.5 Step 5: Choose the installation you want page

On the Choose the installation you want page, click Advanced in order to access to the Server Type Tab

5.6 Step 6: Server Type Tab

The Sever Type Tab let us to choose between Web Front End type and Stand-Alone type.
As it was precised in this document introduction, even if all our deployments (SQL, SharePoint, Add-in, etc.) will be done one a single machine, we can deploy SharePoint in a Simple Farm Topology, that will allow us to configure the Farm, for example choose the SharePoint Configuration database name, and to add more Web Front End Server later if we want to.
On the Server Type Tab choose Web Front End, and click "Install Now".

5.7 Step 7: Installation Progress

Wait while installation is running. It is generally quite quick, one minute or two.

5.8 Step 8: Close the "Complete the Configuration" dialog box and check Installation

When Setup finishes, a dialog box prompts you to complete the configuration of your server. Be sure that the Run the SharePoint Products and Technologies Configuration Wizard now check box IS NOT selected.
We don't want to use the wizard because we want to be able to choose the name of the SharePoint Central Administration Content database, and we will do it by a Command Line instruction.
Click "Close".



You can check installation by going to the 12 directory.

C:\Program Files\Common Files\Microsoft Shared\web server extensions\12

and check directory was well created : TEMPLATE, LOGS, CONFIG, etc.

5.9 Step 9: Open a Prompt Command

Navigate from Start Menu to open a Command Prompt

5.10 Step 10: PSCONFIG.EXE instruction

In the Command Prompt, type the following instruction:
Psconfig –cmd configdb –create –server yourMachineName –database SharePoint_Config –user yourMachineName\yourLogin –password yourPassword –admincontentdatabase SharePoint_AdminContent

Wait while SharePoint Products and Technologies Wizard is filling the previously created databases in command line mode.
This operation can last 3 at 10 minutes depending on you system configuration.
While performing configuration, some messages are displayed on the Command Prompt.

At the end of the process you will have a Command Prompt looking like next figure.

5.11 Step 11: Run the SharePoint Products and Technologies Configuration Wizard

On the Start menu, point to All Programs, point to Administrative Tools, and then click SharePoint Products and Technologies Configuration Wizard



On the Welcome to SharePoint Products and Technologies page, click Next.

5.12 Step 12: "services might need to be restarted" dialog box

Click Yes in the dialog box that notifies you that some services might need to be restarted during configuration.

5.13 Step 13: Modify Server farm Settings

On the "Modify Server farm Settings" page, select "do not disconnect from this server farm".
Notice that the wizard has retrieved your SharePoint configuration database: SharePoint_Config.

5.14 Step 14: "Configure SharePoint Central Administration Web Application" page

On "Configure SharePoint Central Administration Web Application" page, you can specify the port number for your central administration Web Application. I strongly advice you to specify it and to use always the same number in all your virtual machines and severs, so that the URL to the central administration will be always based on the same pattern everywhere for your virtual and physical environments:

http://hostheader:centralAdminPortNumber/.

I personally use always 55555.

If you want to use Kerberos Security settings, this is the place and moment to choose it. Kerberos authentication requires you to configure your network for Kerberos, so let the default option to NTLM.

5.15 Step 15: "Completing the SharePoint Products and Technologies Configuration Wizard" page

The "Completing the SharePoint Products and Technologies Configuration Wizard" page summarize your choices before launching configuration process.

5.16 Step 16: "Configuring SharePoint Products and Technologies" page

Wait while SharePoint Products and Technologies is configured. It will last between 5 to 15 minutes depending on your system configuration.

5.17 Step 17: "Configuration Successful" page

When SharePoint is configured, a summary page displays your configuration settings.
Click finish to close the wizard and launch the SharePoint central administration homepage.

5.18 Step 18: Launching SharePoint central administration homepage

The SharePoint central administration homepage is automatically launched by the SharePoint Products and Technologies wizard when you close it.

5.19 Step 19: Performing optionnal additional settings

Your SharePoint installation is done.
You can perform additional configuration tasks like:

• Start the Windows SharePoint Services Search service
• Configure incoming e-mail settings
• Configure outgoing e-mail settings
• Configure diagnostic logging settings
• Configure antivirus protection settings
• Configure workflow settings

For more information, see:

Deploy in a simple server farm (Windows SharePoint Services)