1 - Introduction
As the new release of SharePoint 2010 was launched last week, I am updating this post that was written for the beta version, but I let the previous post as an archive at the end of this page.
- Development benefits (the "why" part of the post)
In order this tutorial do not require any software purchase for a developer that wants to be familiar with the new release of SharePoint 2010:- I
chose to take advantage of testing the new version of SharePoint by testing in
the same time the Windows 2008 Server R2 OS because Microsoft provides
presently an 180 days evaluation version of it.
- As
you certainly know, SharePoint 2010 requires a 64 bits OS to run.
Therefore, I have chosen to create the Virtual Machine with VMware because it is to date the only way of making run an 64 bit OS guest on a 32 bits OS host.
you can actually create a Virtual Machine running Windows 2008 Server R2 64 bits on a 32 bits host by using the free version of VMware:
VMware player 3.0.
You can download this software after registration at:
http://downloads.vmware.com/d/info/desktop_downloads/vmware_player/3_0
As
usual I will do my best to supply a step by step tutorial as detailed as
possible which demonstrates how to install 2010 SharePoint on Windows server
2008 R2.
- Environment for this SharePoint 2010 installation:
The
environment I propose to mount in this tutorial is a development environment
that uses a SharePoint Server 2010 Farm installation on a single computer
using several local service accounts in order to be compliant with the least
privilege administration policy.
The SharePoint 2010 content
databases will run on a SQLServer 2008 Standard Edition Database Engine.
2 Creating the Virtual Machine
2.1 Download Windows Server 2008 R2 Evaluation
Windows
Server 2008 R2 is available in 64-bit (x64) only.
You have to
register to obtain it.
Open VMWare and Select "New Virtual Machine"
The new virtual machine wizard is opening
Choose
the option "Installer disc image file " and browse to refer the
previously downloaded image of the Windows 2008 Server R2.
The wizard will
detect automatically the OS version and will start easy install.
The
wizard will retrieve automatically your user account.
Don't provide any
product key you don't need any for this evaluation version, but take time to
provide a password because this account will be your Administrator account of
your new Virtual Machine and using an Administrator account that has not a
password will lead to many problems when configuring your machine and
more trouble when working with SharePoint 2010.
Click OK to the warning message
Choose your Virtual machine name and location.
On this screen let the default values
The Wizard summarize your settings but you can still change some by clicking "Customize Hardware...". Especially the RAM allocated to the Virtual Machine.
When you click "Finish", the installation begins by loading the files.
Then,
you have to choose the version of your Operating System.
Do not choose a Web
Server version otherwise you will not be able to add an "Application Server"
role to the server later.
Choose the Full Installation of the Enterprise
Version.
The Easy install will install the OS automatically and in my case it did it in approximately 30 minutes!
Then you can access to your new server. You will see the "Initial Configuration tasks".
After
you have completed the installation of Windows Server® 2008 R2,
and before you deploy the new server in your enterprise, some configuration is
required to identify the computer to other computing resources on your network,
secure the computer, enable administrators to perform tasks on the computer, and
customize the computer by adding server roles and features.
You can complete
these tasks by using commands in the Initial Configuration Tasks window, which
opens immediately after the operating system installation is complete.
The
Initial Configuration Tasks window opens at each startup, unless the Do not show
this window at logon check box is selected.
If you want to open this windows manually run this command:
C:\Windows\System32\Oobe.exe
3 Configuring the server - Standard Configuration Operations
3.1 Hardware Acceleration
In
order to accelerate your Virtual Machine you have to perform the following
operations :
Right click your desktop and choose "Screen resolution".
Then,
click
Troubleshoot tab
Change Settings button
You
will access to the "Display Adapter Troubleshooter" dialog.
Set the cursor to
the Full position.
3.2 Windows Activating
Go back to the "Initial Configuration tasks" windows and we are going to go through the standard configuration operations easily because the windows lits them.
Be sure the Virtual Machine has an Internet Access.
We
have to activate Windows in order to take advantage of the 180 days of the
evaluation process.
Click on the "Activate Windows" link.
Do not look for any product key, as said before, you do not need any, just click next.
The activation will be done automatically through Internet. You will notice then the activation number and the number of days remaining on the bottom right corner of the desktop.
3.3 Changing Computer Name
Now, click the "Provide computer name and domain" link,then set your new Virtual machine name.
3.4 Downloading Updates
Click the "Download and install updates link" then turn on automatic updates, and proceed to the latest updates installation.
Then restart the Virtual machine.
3.5 Disabling Internet explorer Enhanced Security
To disable Enhanced Security Configuration to specific users by using a computer running Windows Server 2008
- Click Start, point to Administrative Tools, and then click Server Manager.
- If the User Account Control dialog box appears, confirm that the action it displays is what you want, and then click Continue.
- Under Security Summary, click Configure IE ESC.
- Under Administrators, click On (Recommended) or Off, depending on your desired configuration.
- Under Users, click On (Recommended) or Off, depending on your desired configuration.
- Click OK.
- Restart Internet Explorer to apply Enhanced Security Configuration.
4 Configuring the server - Configuration Operations for SharePoint (MOSS 2007 or SharePoint 2010)
4.1 Adding Server Roles and Roles Services - Application Server - Web Server
On
the Initial configuration task windows, click "Add Roles"
The "Add Roles"
Wizard is opening.
Check the check box for Application Server.
The wizard
opens a modal dialog for the Required Features
Just
click the "Add Required Features" button.
You are taken to and intermediate
dialog. Click "Next" to go to the "Role Services" dialogs.
Click "Next"
On
the "Role Services" dialog, select the followings :
.Net Framework
3.5.1
Web Server (IIS) Support
TCP Port Sharing
HTTP Activation
TCP
Activation
Named Pipes Activation
Then
Click "Next"
You are taken to an the intermediate page for the Web Server
(IIS) Role
Click
"Next"
The Select Role Services for Web Server (IIS) Role is displaying, but
just let the default options.
Click "Next" to access the confirmation dialog
Then click "Install" and the Roles and Features are being installed
Check the "Installation Result" dialog and close it.
4.1 Adding Desktop Experience Feature
It would be interesting for a development machine to be able to use the Windows Photo Viewer in order to check some screenshots taken during configuration phases, or when wanting to report an issue. To be able to use this feature of Windows server 2008 R2 you have to activate the Desktop Experience feature.
Go back to the "Initial Configuration tasks" window and click "Add feature", then locate "Desktop Experience" check box and check it.
5 Installing SQL Server 2008
For these operations I let you consult one of my previous post that explains the same for Windows 2003 Server. The operations are exactly the same.
Integrating Reporting Services 2008 with SharePoint 2007 Step 1 -
SQL Server 2008 Installation
6 Downloading the Microsoft SharePoint Server 2010 new release
Go to this page to download the Microsoft SharePoint Server 2010. You have to register to access to the download.
Download the Microsoft SharePoint Server 2010
Choose the SharePoint Server 2010 Entreprise Client Access License features or SharePoint Server 2010 for Internet Sites, Entreprise, it is the same product, but the Entreprise version will give you all the SharePoint 2010 features.
You will notice that a link is available toward the
SharePoint
Server 2010 system requirements
The next section will detail
the required things to do in order to be compliant with these requirements.
7 If you have the SharePoint 2010 Beta version installed on this machine
If
you have the previous SharePoint 2010 Beta version installed on this machine,
uninstall it and uninstall also the Microsoft "Geneva"
Framework,
As precised by Micorsoft :
"If you have Microsoft
"Geneva" Framework installed, you must uninstall it before you install the
Windows Identity Foundation (WIF)."7 Configuring the server - Configuration
Operations for SharePoint 2010
8 Installing the manual Prerequistes Softawre
8.1 Downloading and installing SQL Server 2008 SP1
First, we have to update the previously installed SQL Server with the SP1 downlodable at :
SQL Server 2008 Service Pack 1
Do not forget to choose the x64 package
Here is the package after the download
and the first installation screenshot
8.2 Downloading and installing Cumulative update package 2 for SQL Server 2008 Service Pack 1
Then,
we have to install the Cumulative Update package 2 for SQL Server 2008 Service
Pack 1. We also could install a later Cummulative Update, except the 3 as
Microsoft precises it :
"We do not recommend that you use CU3 or CU4, but
instead CU2, CU5, or a later CU than CU5."
Cumulative update package 2 for SQL Server 2008 Service Pack 1
Follow the regsitration process. You will be provided an auto extractable package that needs a password and the appropriate password.
Here is the screenshot after all the process
and the first installation screenshot
8.3 Downloading and installing SQL Server 2008 Analysis Services ADODM.NET
For
ending with the products related to SQLServer 2008 download and install the SQL
Server 2008 Analysis Services ADODM.NET. This is normally installed by the
prerequistes installation of SharePoint 2010, but I had issues letting the
SharePoint 2010 wizard install it, so I prefer to do it manually.
Here is the
direct link to the download:
Here is the screenshot after the download.
And the first screenshot
8.4 QFE for Sharepoint issues - Perf Counter fix & User Impersonation - KB979917
This is a hotfix for 2 Asp .Net issues :
Issue
1
You deploy some partially trusted Web parts on the SharePoint site. These Web parts have more permissions than they should have. This issue may create a security risk on the SharePoint site. For example, these Web parts may generate database requests or HTTP requests unexpectedly. This behavior creates a security risk.
Note:
Partially
trusted Web parts are Web parts that are deployed to the Bin directory of a Web
application.
Issue 2
The "Requests Queued" performance counter in an ASP.NET performance object functions incorrectly. When you run the SharePoint site, this issue may decrease the performance of the SharePoint site.
I read the following in the Hotfix documentation, so I wonder if we have to really install it or test SharePoint behavior first.
"A supported hotfix is now available from Microsoft. However, it is intended to correct only the problem that is described in this article. Apply it only to systems that are experiencing this specific problem. This hotfix may receive additional testing. Therefore, if you are not severely affected by this problem, we recommend that you wait for the next service pack that contains this hotfix."
Anyway; here is the link to this hotfix :
KB979917 - QFE for Sharepoint issues - Perf Counter fix & User Impersonation
8.5 hotfix for the token authentication in WCF
This
is the version 2 of the kb976462, the famous htofix that led to several
discussion on SharePoint blogs. Youn can find it here:
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 (http://go.microsoft.com/fwlink/?LinkID=166231).
Check
its name : Windows6.1-KB976462-v2-x64
Be careful, there is a specific
version for Windows server 2008 R2.
By the way, it seems you do not need to install it manually since it should be done by the SharePoint 2010 prerequisites software installation.
9 Microsoft SharePoint Server 2010 Installation
9.1 Installing the SharePoint Prerequisites
Double click the installation package to launch the installation of Microsoft SharePoint Server 2010
The SharePoint 2010 installation Wizard is opening
Click the "Install Software Prerequisites" in order to update, complete and check the previous preparation described in the previous sections of this post. The Microsoft SharePoint Product and technologies 2010 Preparation Tool is opening
Accept the licence agreement
The prerequisites are being installed
You should obtain this screen if you followed the operations previously described in this post.
8.2 Installing the SharePoint Files
Back to the SharePoint 2010 Installation wizard, click the "Install SharePoint Server" link. The launched wizard requires the product key.
Then, accept the terms of the licence agreement.
Choose the complete installation
While SharePoint is being installed, notice that a 14 repository is now created where we had the 12 for the 2007 version.
The wpressources repository is created beside the 14.
When the installation of the SharePoint files is finished you are asked to continue with the SharePoint Products Configuration Wizard.
Do
not continue with the Wizard but cancel it otherwise you will have an issue due
to the current installation described in this post.
In the SharePoint 2010
version, you are not allowed as before to mount a Farm installation on a single
machine using local accounts.
If you had continued with the wizard you would
have been stopped in the configuration by the following issue:
the specified user Administrator is a local account. Local
accounts should only be used in stand alone mode.
Fortunately there is a workaround to succeed in obtaining a Farm environment using local accounts as we used to have in the previous version that I have found in this post:
Single Server Complete Install of SharePoint 2010 using local accounts
I will show it bellow, but first of all, let us create the sevice accounts we need for this.
9.3 Creating several service accounts - about least priviliege administration policy
In
the post concerning the Installation of the SharePoint 2010 Beta version, I used
a single local account that was local administrator of the machine, but for this
installation, I have chosen to use 3 local accounts in order to be
compliant with the least priviliege administration policy.
This policy
requires service accounts not to be administrator of any server of a farm,
and that each service or process runs using a distinct account.
I advice to do it not only for the QA or production environement but also for development environment, and this for two reasons:
- First, doing this will help you to debug because the traces of errors in
the SharePoint log or in the event wiever sometimes report the name of the
involved account and it will be easier to debug an issue if you have a precise
information and not always a reference to the unique "Administrator"
local account.
- Second, using the same system of accounts within the development machines and the QA and production ones can help you to prevent some bugs. Some bugs are due to the fact that the security used for service accounts are different on the development environment and the QA and production ones. So it is better if a bug linked to this security configuration occurs in your development machines than in the QA or worse in the production environement.
For
these two reasons, thus, I personally think it is a good practice to have
the same service accounts configuration in all your environments even on the
development ones.
Regarding the least priviliege administration policy,
The minimal SharePoint installation requires us to create 2 more local accounts (we already have "administrator" account for installation):
- One is for the process of the IIS Application Pool of the central
administration. Assume we call it SPS_Farm
- The second will be used for the process of the IIS Application Pool of the first Web Application if it is isolated in its own Application Pool. Assume we call the first Web Application WebApp-80 because it will use the 80 port, let us call this account SPS_WebApp-80.
So let us create these two accounts and configuring them in order password never expires.
9.4 Using SharePoint 2010 Management Shell to create the SharePoint 2010 Configuration databases
Open the SharePoint 2010 Management Shell.
Type the following command
New-SPConfigurationDatabase
run the command by pressing the Carriage Return Key
The
Shell willl ask you for:
The database name --> choose any name, for
example SharePoint_Config
The database Server name --> type the name of
your Virtual Machine in my case VMDEV-012
You will be then prompt for the
system account credential. It is now the time to pass the credential of the
SPS_FARM service account. Don't forget the machine (domain) name otherwise you
will get an exception of the SharePoint shell.
Then
you are asked for a passphrase. You can use P@ssw0rd that matches the security policies
required.
(This passphrase will be asked when you will add a new server to the SharePoint Farm)
At
this step of the installation you can check that two operations has been
performed behind the scene.
Two databases has been created in the
database server referenced in the shell window. There is at this point no
difference with MOSS 2007 instalation.
3
web services has been created in IIS with 3 distinct application pools for each.
That is a new feature of SharePoint 2010.
For more information about installing SharePoint 2010 in a production environement while being compliant with the least privilege administration policy, read this excellent post (especially the comments discussing and explaining the workaround about the "SPS_Farm" Database Access Account).
Least Privilege Service Accounts for SharePoint 2010
Here are the official Microsoft documentation links on the topic:
- Installation and Deployment for SharePoint Server 2010
- Account permissions and security settings (SharePoint Server 2010)
- Administrative and service accounts required for initial deployment (SharePoint Server 2010)
- Manage service applications (SharePoint Server 2010)
9.4 Running the SharePoint Products Configuration Wizard
This time you can open the SharePoint Products Configuration Wizard.
Let the option "Do not disconnect from this server farm" checked.
Then you will be prompted to chose the Central Administration Site port number. I personally always use 55555 for the configuration of all my development environments in order to type the same Url on all my Virtual Machines.
Let the default NTLM value for the "Authentication provider", Kerberos requires network configuration we cannot perform in the current environment anyway.
The wizard, then, summarize your choices.
Then the 9 main configuration operations are performed.
Finally, the "configuration Successful" dialog summarizes your configuration again and informs you that the central Administration of SharePoint 2010 will be launched when you close it.
When you click "Finish" to close the wizard, the Central Administration Site is opening, and you are prompted for credentials
Then you are asked to sign up to User Experience Improvement Program.
Another page let you choose between configuring your farm yourself or by using a wizard.
When this choice is made, you display for the first time the brand new Welcome Page of SharePoint 2010 Central Administration.
As
there is sometimes concern with the SharePoint Services installation with
Windows 2008 Server R2, you should check that the services installation has
completed successfully.
On SharePoint 2010 Central Administration Home Page
under the System Settings section click Manage services on server.
You should see this screen that confirms that SharePoint Services installation has completed successfully.
10 Creating your first site in Microsoft SharePoint Server for Internet Sites Enterprise 2010
10.1 Creating a managed local account for SharePoint 2010
Now we have to perform operations in order the previously created local account SPS_WebApp-80 be referenced as a managed account by SharePoint 2010.
So
reopen the SharePoint 2010 shell windows and type the
following:
$myWebAppServiceAccount = Get-Credential
VMDEV-012\SPS_WebApp-80
You will be prompt for this account credentials:
Then, type the following
New-SPManagedAccount
-Credential $myWebAppServiceAccount
The SharePoint 2010 Managemant Shell warns you that the managed account should be use in stand alone environement since it is a local account.
Now, we can create the first SharePoint 2010 Web Application
10.2 Creating your first Web Application for SharePoint 2010
On the default page of the SharePoint 2010 Central Administration, click the "Manage Web Application" link in the "Application Management" section
On the "Manage Web Application" page click the "New" menu entry then click "New Web Application"
I
have personally chosen to create it on the default IIS web site, and as a
personal usage
named it "Web App - 80"
let the Application pool default
settings
named the content database "WSS_Content_WebAppp-80"
You notice then that you have the previously service account available as a SharePoint 2010 managed account to be the account under the which the process of the new Application Pool will run .
You are then prompted the changes are processed
and finally that the SharePoint 2010 Web Application is created.
Click "OK" to close the wizard and to be taken back to the Web Application Management Page where you can see the new SharePoint 2010 Web Application.
Now, if we go to check what have been done behind the scene in ISS we will notice that we can retrieve a trace for our SharePoint 2010 managed local accounts:
And the same in the Services of our machine:
Last, if now you use the SPS_FARM SharePoint 2010 managed local account to sign in to the Central Administration:
You will notice that you are not connected as SPS_Farm, but as System Account.
This account is a Farm administraor account used ONLY to administrate the Farm using the Central Administration Web site. As it is not a local administrator of the server it cannot be used to run the SharePoint 2010 Configurqtion wizard, neither the obsolete stsadm or psconfig tools, nor the SharePoint 2010 management shell. And there are operations that are no more available from the central administration web site when you are logged in with this account, as "Manage Services on Server".
10.3 Creating your first Site Collection for SharePoint 2010
From the Central Administration Home Page, click on "Create site collections" in order to proceed to the creation of your first SharePoint 2010 Site Collection.
Then,
click the "Create site collections" link under the "Site Collections" section.
You are taken to the "Create Site Collection" page.
I have personally chosen
to create a team site called "SharePoint 2010" team site"
When launching the creation, you are prompted the changes are processed
then prompted on that the site was created successfully.
When clicking on this site link, you can display your first SharePoint 2010 site.
Well done !
As it would be interesting to have a way to send and receive e-mails inside our development environement you can continue by doing this other tutorial:
Installing and configuring SMTP and POP3 e-mail for SharePoint 2010
And if you plan to migrate to a SharePoint 2010 you can take a look at this post:
Migrating to SharePoint 2010
Last, here are some posts to start customizing SharePoint 2010:
Customizing and branding the wiki pages for a SharePoint 2010 Team Site
The following is the previous version of this post that was describing the installation process for the previous Beta version. I let it as an archive :
Installing SharePoint Server 2010 Beta on Windows 2008 Server R2
Updated 2010 May 18th
Concern of Services on Server
installation with Windows 2008 Server R2.
I have read here and
there that SharePoint Services installation does not work for Windows 2008
Server R2. I encountered this problem once for an installation but it actually
does work.
I have updated this post with a screen shot that shows what you
have to see in order to check that all services are actually properly installed.
see :
8.4 Running the SharePoint Products Configuration Wizard
Updated November 23rd
Warning for the hotfix for the
token authentication in WCF (kb971831)
see :
7.6 hotfix for
the token authentication in WCF
1 - Introduction
For
those who have the chance to be allowed to download the SharePoint 2010 Beta
because they benefit of an MSDN subscription or because they are employed by a
company that is a Microsoft partner, here is a way to install the Beta version
of SharePoint 2010 in order to test it.
As usual I will do my best to supply
a step by step tutorial as detailed as possible which demonstrates how to
install 2010 SharePoint Bêta on Windows server 2008 R2.
- Environment
for this SharePoint 2010 installation:
The environment I propose to
mount in this tutorial is a development environment that uses a SharePoint
2010 Beta Farm installation on a single computer using an unique local
administrator account.
The SharePoint 2010 content databases will
run on a SQLServer 2008 Standard Edition Database Engine.
I personally have not a MSDN subscription to date (but maybe have it soon) but my company is a Microsoft partner, so I had the chance to have the Beta version of SharePoint but for the OS, I chose to take advantage of testing the new version of SharePoint by testing in the same time the Windows 2008 Server R2 OS because Microsoft provides presently an 180 days evaluation version of it.
As
you certainly know, SharePoint 2010 requires a 64 bits OS to run.
Therefore,
I have chosen to create the Virtual Machine with VMware Workstation 6.5.3
because it is to date the only way of making run an 64 bit OS guest on a 32 bits
OS host.
I will check if it is possible to mount an image with the free
VMware Player product in order this tutorial do not require any purchase for a
developer that has the benefits of the SharePoint Beta download. If it is
possible, I will publish about it later.
Updated November 23rd [...
I have verified
that you can actually also create a Virtual Machine running Windows 2008
Server R2 64 bits on a 32 bits host by using the free version of VMware:
VMware player 3.0.
You can download this software after
registration at:
http://downloads.vmware.com/d/info/desktop_downloads/vmware_player/3_0
...]
Last, if you want to install SharePoint 2010 using Domain
Accounts, you can visit the post of Jeremy Thake, very useful with treeview menu
listing all the operations to be performed:
Install
SharePoint 2010 Public Beta on Standalone Windows Server 2008
2 Creating the Virtual Machine
2.1 Download Windows Server 2008 R2 Evaluation
Windows
Server 2008 R2 is available in 64-bit (x64) only.
You have to
register to obtain it.
Open VMWare and Select "New Virtual Machine"
The new virtual machine wizard is opening
Choose
the option "Installer disc image file " and browse to refer the
previously downloaded image of the Windows 2008 Server R2.
The wizard will
detect automatically the OS version and will start easy install.
The
wizard will retrieve automatically your user account.
Don't provide any
product key you don't need any for this evaluation version, but take time to
provide a password because this account will be your Administrator account of
your new Virtual Machine and using an Administrator account that has not a
password will lead to many problems when configuring your machine and
more trouble when working with SharePoint 2010.
Click OK to the warning message
Choose your Virtual machine name and location.
On this screen let the default values
The Wizard summarize your settings but you can still change some by clicking "Customize Hardware...". Especially the RAM allocated to the Virtual Machine.
When you click "Finish", the installation begins by loading the files.
Then,
you have to choose the version of your Operating System.
Do not choose a Web
Server version otherwise you will not be able to add an "Application Server"
role to the server later.
Choose the Full Installation of the Enterprise
Version.
The Easy install will install the OS automatically and in my case it did it in approximately 30 minutes!
Then you can access to your new server. You will see the "Initial Configuration tasks".
After
you have completed the installation of Windows Server® 2008 R2,
and before you deploy the new server in your enterprise, some configuration is
required to identify the computer to other computing resources on your network,
secure the computer, enable administrators to perform tasks on the computer, and
customize the computer by adding server roles and features.
You can complete
these tasks by using commands in the Initial Configuration Tasks window, which
opens immediately after the operating system installation is complete.
The
Initial Configuration Tasks window opens at each startup, unless the Do not show
this window at logon check box is selected.
If you want to open this windows manually run this command:
C:\Windows\System32\Oobe.exe
3 Configuring the server - Standard Configuration Operations
3.1 Hardware Acceleration
In
order to accelerate your Virtual Machine you have to perform the following
operations :
Right click your desktop and choose "Screen resolution".
Then,
click
Troubleshoot tab
Change Settings button
You
will access to the "Display Adapter Troubleshooter" dialog.
Set the cursor to
the Full position.
3.2 Windows Activating
Go back to the "Initial Configuration tasks" windows and we are going to go through the standard configuration operations easily because the windows lits them.
Be sure the Virtual Machine has an Internet Access.
We
have to activate Windows in order to take advantage of the 180 days of the
evaluation process.
Click on the "Activate Windows" link.
Do not look for any product key, as said before, you do not need any, just click next.
The activation will be done automatically through Internet. You will notice then the activation number and the number of days remaining on the bottom right corner of the desktop.
3.3 Changing Computer Name
Now, click the "Provide computer name and domain" link,then set your new Virtual machine name.
3.4 Downloading Updates
Click the "Download and install updates link" then turn on automatic updates, and proceed to the latest updates installation.
Then restart the Virtual machine.
3.5 Disabling Internet explorer Enhanced Security
To disable Enhanced Security Configuration to specific users by using a computer running Windows Server 2008
- Click Start, point to Administrative Tools, and then click Server Manager.
- If the User Account Control dialog box appears, confirm that the action it displays is what you want, and then click Continue.
- Under Security Summary, click Configure IE ESC.
- Under Administrators, click On (Recommended) or Off, depending on your desired configuration.
- Under Users, click On (Recommended) or Off, depending on your desired configuration.
- Click OK.
- Restart Internet Explorer to apply Enhanced Security Configuration.
4 Configuring the server - Configuration Operations for SharePoint (MOSS 2007 or SharePoint 2010)
4.1 Adding Server Roles and Roles Services - Application Server - Web Server
On
the Initial configuration task windows, click "Add Roles"
The "Add Roles"
Wizard is opening.
Check the check box for Application Server.
The wizard
opens a modal dialog for the Required Features
Just
click the "Add Required Features" button.
You are taken to and intermediate
dialog. Click "Next" to go to the "Role Services" dialogs.
Click "Next"
On
the "Role Services" dialog, select the followings :
.Net Framework
3.5.1
Web Server (IIS) Support
TCP Port Sharing
HTTP Activation
TCP
Activation
Named Pipes Activation
Then
Click "Next"
You are taken to an the intermediate page for the Web Server
(IIS) Role
Click
"Next"
The Select Role Services for Web Server (IIS) Role is displaying, but
just let the default options.
Click "Next" to access the confirmation dialog
Then click "Install" and the Roles and Features are being installed
Check the "Installation Result" dialog and close it.
5 Installing SQL Server 2008
For these operations I let you consult one of my previous post that explains the same for Windows 2003 Server. The operations are exactly the same.
Integrating Reporting Services 2008 with SharePoint 2007 Step 1 -
SQL Server 2008 Installation
6 Downlaoding the Microsoft SharePoint Server 2010 Beta
Go to this page to download the Microsoft SharePoint Server 2010 Beta. You have to register to access to the download.
Download the Microsoft SharePoint Server 2010 Beta
You will notice that a link is available toward the
SharePoint Server 2010 system requirements
I
chose the Microsoft SharePoint Server for Internet Sites Enterprise 2010
Beta
The next section will detail the required things to do in order to
be compliant with these requirements. As we install SharePoint on Windows 2008
Server R2 and because we have run the latest updates, most of the required add
in will be useless.
7 Configuring the server - Configuration Operations for SharePoint 2010 Beta 1
7.1 Downloading and installing SQL Server 2008 SP1
First, we have to update the previously installed SQL Server with the SP1 downlodable at :
SQL Server 2008 Service Pack 1
Do not forget to choose the x64 package
Here is the package after the download
and the first installation screenshot
7.2 Downloading and installing Cumulative update package 2 for SQL Server 2008 Service Pack 1
Then, we have to install the Cumulative update package 2 for SQL Server 2008 Service Pack 1
Cumulative update package 2 for SQL Server 2008 Service Pack 1
Follow the regsitration process. You will be provided an auto extractable package that needs a password and the appropriate password.
Here is the screenshot after all the process
and the first installation screenshot
7.3 Downloading and installing SQL Server 2008 Analysis Services ADODM.NET
For ending with the products related to SQLServer 2008 download and install the SQL Server 2008 Analysis Services ADODM.NET. Here is the direct link to the download:
Here is the screenshot after the download.
And the first screenshot
7.4 Downloading and installing Geneva framework Runtime
This is useful even before launching the SharePoint prerequisites installation.
Here is the screenshot after the download.
And the first screenshot
7.5 Downloading and installing Microsoft Sync Framework Runtime v1.0 (x64)
Microsoft Sync Framework Runtime v1.0 (x64)
Here is the screenshot after the download.
And the first screenshot
7.6 hotfix for the token authentication in WCF
Regarding
the update (KB971831),
hotfix that provides a method to support the
token authentication without transport security or message encryption in WCF
it seems that the link supplied by MSDN
and by the page "Determine
hardware and software requirements (SharePoint Server 2010)" are not leading
to the correct update for the R2 version of the OS.
As referenced
by Jeremy Thake in his post, I think the good update is to find at:
http://connect.microsoft.com/VisualStudio/Downloads/DownloadDetails.aspx?DownloadID=23806
Its name: Windows6.1-KB976462-x64
I performed the installation
today and it ran perfectly well.
You can find the complete explanation
regarding this update on the SharePoint Team Blog:
Installation
notice for the SharePoint Server Public Beta on Microsoft Windows Server 2008 R2
and Microsoft Windows 7
8 Microsoft SharePoint Server for Internet Sites Enterprise 2010 Beta Installation
8.1 Installing the SharePoint Prerequisites
Double click the installation package to launch the installation of Microsoft SharePoint Server for Internet Sites Enterprise 2010 Beta
The SharePoint 2010 installation Wizard is opening
Click the "Install Software Prerequisites" in order to update, complete and check the previous preparation described in the previous sections of this post. The Microsoft SharePoint Product and technologies 2010 Preparation Tool is opening
Accept the licence agreement
The prerequisites are being installed
You should obtain this screen if you followed the operations previously described in this post.
8.2 Installing the SharePoint Files
Back to the SharePoint 2010 Installation wizard, click the "Install SharePoint Server" link. The launched wizard requires the product key.
Then, accept the terms of the licence agreement.
Choose the complete installation
While SharePoint is being installed, notice that a 14 repository is now created where we had the 12 for the 2007 version.
The wpressources repository is created beside the 14.
When the installation of the SharePoint files is finished you are asked to continue with the SharePoint Products Configuration Wizard.
Do
not continue with the Wizard but cancel it otherwise you will have an issue due
to the current installation described in this post.
In the SharePoint 2010
version, you are not allowed as before to mount a Farm installation on a single
machine using local accounts.
If you had continued with the wizard you would
have been stopped in the configuration by the following issue:
the specified user Administrator is a local account. Local
accounts should only be used in stand alone mode.
Fortunately there is a workaround to succeed in obtaining a Farm environment using local accounts as we used to have in the previous version that I have found in this post:
Single Server Complete Install of SharePoint 2010 using local accounts
8.3 Using SharePoint 2010 Management Shell to create the SharePoint 2010 Configuration databases
Open the SharePoint 2010 Management Shell.
Type the following command
New-SPConfigurationDatabase
run the command by pressing the Carriage Return Key
The
Shell willl ask you for:
The database name --> choose any name, for
example SharePoint_Config
The database Server name --> type the name of
your Virtual Machine in my case VMDEV-007
You will be then prompt for the
system account credential. In our case to go fast and not start explaining the
"least privileges administration policy" just type the administrator login and
password the which you are logged with.
Then
you are asked for a passphrase. You can use P@ssw0rd that matches the security policies
required.
(This passphrase will be asked when you will add a new server to the SharePoint Farm)
At
this step of the installation you can check that two operations has been
performed behind the scene.
Two databases has been created in the
database server referenced in the shell window. There is at this point no
difference with MOSS 2007 instalation.
3
web services has been created in IIS with 3 distinct application pools for each.
That is a new feature of SharePoint 2010.
8.4 Running the SharePoint Products Configuration Wizard
This time you can open the SharePoint Products Configuration Wizard.
Let the option "Do not disconnect from this server farm" checked.
Then you will be prompted to chose the Central Administration Site port number. I personally always use 55555 for the configuration of all my development environments in order to type the same Url on all my Virtual Machines.
Let the default NTLM value for the "Authentication provider", Kerberos requires network configuration we cannot perform in the current environment anyway.
The wizard, then, summarize your choices.
Then the 9 main configuration operations are performed.
Finally, the "configuration Successful" dialog summarizes your configuration again and informs you that the central Administration of SharePoint 2010 will be launched when you close it.
When you click "Finish" to close the wizard, the Central Administration Site is opening, and you are prompted for credentials
Then you are asked to sign up to User Experience Improvement Program.
Another page let you choose between configuring your farm yourself or by using a wizard.
When this choice is made, you display for the first time the brand new Welcome Page of SharePoint 2010 Central Administration.
As
there is sometimes concern with the SharePoint Services installation with
Windows 2008 Server R2, you should check that the services installation has
completed successfully.
On SharePoint 2010 Central Administration Home Page
under the System Settings section click Manage services on server.
You should see this screen that confirms that SharePoint Services installation has completed successfully.
9 Creating your first site in Microsoft SharePoint Server for Internet Sites Enterprise 2010
9.1 Creating your first Web Application for SharePoint 2010
On the default page of the SharePoint 2010 Central Administration, click the "Manage Web Application" link in the "Application Management" section
On the "Manage Web Application" page click the "New" menu entry then click "New Web Application"
I
have personally chosen to create it on the default IIS web site, and as a
personal usage
named it "Web App - 80"
let the Application pool default
settings
named the content database "WSS_Content_WebAppp-80"
You are then prompted the changes are processed
and finally that the SharePoint 2010 Web Application is created.
Click "OK" to close the wizard and to be taken back to the Web Application Management Page where you can see the new SharePoint 2010 Web Application.
9.2 Creating your first Site Collection for SharePoint 2010
From the Web Application Management Page click the "Application Management" link in the left menu in order to proceed to the creation of your first SharePoint 2010 Site Collection.
Then,
click the "Create site collections" link under the "Site Collections" section.
You are taken to the "Create Site Collection" page.
I have personally chosen
to create a team site called "SharePoint 2010" team site"
When launching the creation, you are prompted the changes are processed
then prompted on that the site was created successfully.
When clicking on this site link, you can display your first SharePoint 2010 site.
Well done !
10 Aknowledgments
Thanks to Neil 'The Doc' Hodgkinson for his post solving the local accounts issue. He updated his post yesterday, and you can find a link to a nice article about the SharePoint 2010 installation.
Thanks to Augusto Simoes for his post that makes me save a lot of time
51 comments:
Good to see others documenting their installs, did you manage to get User Profiles working with this?
I have uploaded my walkthrough on SharePointAdminWiki.com and encourage everyone to collaborate on their experiences with it to make it mature over time.
http://www.sharepointdevwiki.com/display/spadmin2010/2009/11/21/How+to+install+SharePoint+2010+Public+Beta+on+Windows+Server+2008+R2
Thank you Jeremy,
I visited SharePoint Dev Wiki and found very useful your concept of the tree view menu listing all the operations to be performed.
As you present a version of the installation using Domain Acounts that is complementary the one I present here, I placed a link toward it in my post.
1 - I wonder if we really had to install all we have installed before installing SharePoint 2010 since many of these installations are to be performed by the Prerequisites tool.
2 - Furthermore, I have updated automatically my OS through the Internet just after having created it, and I had the following message:
"the update is not applicable for your computer"
for the two following updates:
- PowerShell v2.0 CTP3 (Windows6.0-KB968930x64)
- KB971831 - Allow token based authentication w/o transport or message encryption
Regarding the second update (KB971831), it seems that the link supplied by MSDN and by the page "Determine hardware and software requirements (SharePoint Server 2010)" are not leading to the correct update for the R2 version of the OS.
As referenced by you in your post, I think the good update is to find at:
http://connect.microsoft.com/VisualStudio/Downloads/DownloadDetails.aspx?DownloadID=23806
Its name: Windows6.1-KB976462-x64
I performed the installation today and it ran perfectly well.
3 - Last, I am very interested in this new concept of Delegate User for the Farm, it seems to be what we did previously for implementing Least Privileges Administration Policy.
I wonder if you have to perform this task if you have already done it during the installation.
Thank you again.
cheers.
Marc
Hello Marc,
The update KB976462 it is a fix for WCF match after the update (KB971831). Very nice site. http://blogs.dotnet-france.com/collaboration
Pleasure.
I am not sure this happens in all installations but at least in mine it happened. I had to manually disable the 32-Bit Applications in all the application pools used by SP before I could start loading the Central Admin site. So, it's worth checking that setting before thinking the installation went wrong.
I have tried your How to and I am stuck, I am in the SP Shell trying to make the Database, and I am getting this error,
New-SPConfigurationDatabase : Exception of type 'Microsoft.SharePoint.SPException' was thrown At Line:1 char:28
+ New-SPConfigurationDatabase <<<<
+CategoryInfo : InvalidData: Microsoft.Share...urationDatabase: SPCmdletNewSPConfigurationDatabase [New-SPConfigurationDatabase], SPCmdletException
+FullyQualifiedErrorID: Microsoft.SharePoint.PowerShell.SPCmdletNewSPConfigyrationDatabase
I am using VM server on a 64bit System with 8Gig of memory (4 to the VM) SQL2k8 STD. with sp1 and CU4.
Any Ideas why I am getting this?
Hi Rob,
I have read on your error message: Invalid Data...
Can you send me what have you exactly typed in the Shell windows?
Marc
Regarding an error (see rob's comment --> New-SPConfigurationDatabase : Exception of type 'Microsoft.SharePoint.SPException' was thrown At Line:1 char:28) when creating a new config db, i'd to add a solution which worked for me:
databaseServer: server_name\db_name
i.e.: sp1\MOSS_DB
I was getting the same error Rob was, the InvalidData. I realized the account I was trying to use for the farm credentials did not have permission to my SQL Server. After giving the account permissions it worked.
HI
i had followed the installation prcedure
i run all the commands after typing username and password it is asking passpharse ( I gave my system passw0rd At that i am getting this error
"the user does not exist or is not unqie"
hello,
I had some problems installing in the SQL serve 2008
thanks for tuturial
hello,
I followed the post and got it all working on a VMWare 7 Workstation (on Windows 7 x64), the only thing I was unable to do is set the Hardware acceleration in paragraph 3.1. Directly after installing W2K8 Server R2 and before the setup of VMWare tools ends you are able to adjust this acceleration, but after the VM resets and you return to the settings, the button is greyed out (so you can't adjust the hardware acc. performance anymore). Any ideas if this was intended in version 7?
Thanks for this good guide.
How can I add domain users to it to access my pages?
I was suffering the Invalid data: exception untill I opened TCP 1433 port on my SQL Server box.
SharePoint is on a different box.
Also created an SPN for SQL Server since I am usin a domain user account for the service.
HI
Please look into this
http://satishchirala.blogspot.com/2010/02/sharepoint-installation-procedure-in.html
Hi,
I am new to share point wanted
to install share point server 2010
i have a 32 bit processor and 32 bit operationg system(Xp)
now would like to use vmware to install 64 windows server 2008 and share point server respectively but when trying to install its is showing a error is there any way i can solve this problem
Regards,
Micheal
Hi,
I think the problem is that your computer CPU is not a supported 64-bit processor.
Here is the excerpt of the VMWARE documentation available at:
Vmware workstation 5.5 release notes
Check this section:
[...
Support for 64-Bit Guest Operating Systems
When you power on a virtual machine with a 64-bit guest operating system, Workstation performs an internal check: if the host CPU is not a supported 64-bit processor, you cannot power on the virtual machine.
VMware also provides a standalone utility that you can use without Workstation to perform the same check and determine whether your CPU is supported for Workstation virtual machines with 64-bit guest operating systems. You can download the 64-bit processor check utility from the VMware Web download site.
..]
I am afraid you have to buy a new computer...
Hope this helps.
Marc
Thank you very much marc
Marc,
I could install windows server 2008 in my system using vmware 7 still have to install moss 2010 there was some setting in bios vt settings i enabled it and it worked fine
thanks
Michael,
I should add something in my post regarding hardware requirement for the host computer and Virtualization Technology enabling in the bios...
happy you could succeed in making all work properly, and you had not to buy a new computer...
Wishing you plenty of good time with the SharePoint 2010 new platform.
Cheers.
Marc
Salut Marc,
Thank you very much for the excellent guide. One observation I can make is that VMWare is not the only products that allows to run 64bits VM on 32 bits OS. Virtualbox also does that and even before VMWare. Virtualbox (free) has comparable features than VMWare Workstation 7x. Have a look, you'll need some adjustments to get used to VB GUI and config, this is just a habits change. When done, you'll be pleased by the level of performance and features. As shocking as it may seem, VMWare is no longer the king in Desktop Virtualization. Virtualbox progresses at a stunning pace and is available under several platforms - and easy to install - including Linux and Mac.
Hi,
thank you for the information. In my mind Virtualbox was equal to Mac, but you learnt me today this is wrong. And it seems to be Open Source.
I didn't know all that...
Cheers
Marc
Hey!
I need help regarding New-SPConfigrationDataBase issue.
when i give information without administration permissions management shell, i got error that Requested register access is not allowed.
when i open managemnt shell as a administrator permission then i got nothing error but my domain name and user name with line 1 and char 28 ...etc....
how can i solve this issue...'
I followed this link to install sharepoit 2010
http://mosshowto.blogspot.com/2009/11/installing-sharepoint-2010-windows-2008.html
Results were good till 8.3, but at 8.3 i stuck...
so can you pls help to figure out my probelm...
Best Regards
Kazmi
Hi,
I need to know the exact configuration of your environment, is it an unique virtual machine with local accounts ?
Which OS, wich SQL Server version ?
Can you send me the screen shot of the powershell prompt ? (marccharmois at hotmail dot com)
And we also have to check Event Viewer and SharePoint logs and if the databases was created within SQL Server Database Engine...
waiting for all these informations,
good courage...
Marc
Hey I've got the New-SPConfigurationDatabase error stuf :)
New-SPConfigurationDatabase : Cannot connect to database master at SQL server at VSP01. The database might not exist, or the current user does not have permis
sion to connect to it.
At line:1 char:28
+ new-spconfigurationdatabase <<<<
+ CategoryInfo : InvalidData: (Microsoft.Share...urationDatabase:
SPCmdletNewSPConfigurationDatabase) [New-SPConfigurationDatabase], SPExcep
tion
+ FullyQualifiedErrorId : Microsoft.SharePoint.PowerShell.SPCmdletNewSPCon
figurationDatabase
I've done everything exactly as in the tutorial.
Do I need to give the 2 created account permission to acces the sql database? If so, how do I do this? I haven't got a clue of SQL.
Hi Sper,
We have to things to check:
1 - is SQL Server Correctly installed?
Open it and check that the master database is present and make tests to connect to it.
2 - Does the account you use to launch the SharePoint shell have sysadmin privileges for SQL? Normally you should have an account that is local administrator of the machine and you should have used this account, both to install SQL Server, and to install SharePoint binaries and launch the SharePoint Shell.
For more information about SQl Server installation, check:
Integrating Reporting Services 2008 with SharePoint 2007 Step 1 - SQL Server 2008 Installation
especially this section:
3.13 Step 13: Server Configuration
hope this helps.
Marc
SQL is installed correctly, I can connect to the database.
Sharepoint is installed using the same user account which is the local administrator.
Hi Sper,
can you check the SQL version and service pack version?
Are you sure that you did not create a named instance when you installed SQL Server?
Can you check that Named Pipes are activated both in the server features and in SQL?
If you try to perform the SharePoint configuration several times you have to check if databases have been created and delete them before each new trial.
You can also check Event Viewer and especially SharePoint logs to find more information about this issue.
Good luck!
Marc
Aha, thats my problem.
I've created a named instance.
Do I need to start al over again now or is there a simple way?
Tnx for the help.
Hi Sper,
happy to help, I did the same few years ago and I spoiled hours to understand what was going wrong so I did not forget ;-)
I am sure there is a syntax to call the named instance when the SharePoint Shell ask for the Database, otherwise you could not use named instances with Sharepoint 2010, so you have to search for this in MS documentation or perform tests.
Try to pass as parameter the named instance, or severName/NamedInstance or anything else that make sense...
Maybe if you display the Shell help on the command, it is explained. Maybe there is a parameter for this...
Perform tests and don't forget to delete created databases between tests, but I don't think there will be databases created before anyway because it fails before creation.
And most of all, when you find the syntax, let us know it within a comment on this blog or a link to a post on your blog...
Cheers!
Marc
OK guys I've found the solution.
When you need to input the just do the following:
DatabaseServer: YourServerName or YourServerName\InstanceName if you have a named instance
Grtz,
Hope someone will find this usefull.
OK guys I've found the solution.
When you need to input the DatabaseServer just do the following:
DatabaseServer: YourServerName or YourServerName\InstanceName if you have a named instance
Grtz,
Hope someone will find this usefull.
Thank you Sper,
I am sure it will help somebody else...
Cheers,
Marc
Excellent guide.
Thank you, this is so helpful.
Thank you,
I am happy if it can help...
Marc
This was really very helpful and guided me step by step in the installation process..thank you very much...
SharePoint 2010 might not work properly with SQL Server 2008 R2. But SQL Server 2008 (not R2) is not supported on Windows 2008 Server R2. So I am not sure why do you advise installing Windows 2008 Server R2. For me this didn't work out. I had to reinstall with Windows 2008 Server and it worked. Also steps of configuring roles in Windows 2008 Server is redundant. It is done automatically by running SharePoint 2010 pre-requisites installation.
Hi I just started to install MOSS 2010 following your blog. According to your blog we can install 64 bit OS in 32 big host OS. But my machine is not accepting that. For your information i am using windows 7 as host computer and 64 bit guest OS is Windows Server 2008 R2 in VMWare player 3.1.3 Version. While i was creating virtual machine after some steps in displays message that failed to do that becuase your host in 32bit. Please advise what should i do? Waiting to hear from you.
Please update the bios software and enable VT option(Vitulization Technology) In BIOS
Please download VMware workstation for creating the Virtual machine , DOn't use older version , it does'nt support 64 bit operating system to Create a virtual machine .
Please update the bios software and enable VT option(Vitulization Technology) In BIOS
Please download VMware workstation for creating the Virtual machine , DOn't use older version , it does'nt support 64 bit operating system to Create a virtual machine .
@Zimareff: "SharePoint 2010 might not work properly with SQL Server 2008 R2" -> Do you know why? I mean TechNet says using SQL 2008 R2 is OK...
Also the steps configuring Windows Server 2008 roles is important although it can be done using the wizard but you should know what happens.
really very helpful articles with step by step guidance. Thanks buddy
Hi Bhavtosh,
thank you,
my pleasure...
Marc
Hi Marc,
Thank you for posting this detailed tutorial.
I successfully installed Sharepoint 2010 on a Windows Server 2008 R2 virtual machine (using VMWare Server, latest version).
The host is a Windows Server 2003 machine.
The problem is that I cannot remotely access Sharepoint Central Admin from the host...
I get: "Network Access Message: The page cannot be displayed "
But I can access it perfectly from inside the virtual machine.
The way I am trying to access it remotely from the host is:
http://92.68.149.128:55555/
Please advise. I thought it's a firewall issue but if I disable the firewall on the VM, it makes no difference...
Regards,
M. R.
Whoa! This documentation is INTENSE but very much appreciated! At the risk of being redundant because I didn't read every word on this page, Sharepoint 2010 has a Prerequisites Installer packaged with itself. I was doing all this manual install stuff following your instructions when I finally noticed the Installer. This should save any NOOB alot of time in the future should they read this comment.
I just installed SP 2010, but I got an error after the initial login to the Central Admin, stating that it had a problem connecting to Central Admin and asked if I wanted to use Foundation to troubleshoot.
Any ideas? Comments?
DatabaseServer: YourServerName or YourServerName\InstanceName if you have a named instance
Where do I enter this? Im stuck at the management shell it say permission denied.
reg: New-SpConfig..database error
I had the similar error
I realised that my sql serever was not looged on/ connected
that fixed the error
thank you very much for useful artical i follow all steps its work perfectly .
I have question can I access to my site from another computer if yes how.
Hi,
thank you! I am happy if it helps...
regarding accessing the SharePoint site from another computer, if you can ping the virtual machine where SharePoint is installed from another computer, you're done...
After that, just call the SharePoint site by its Url with http://IPofTheSharePointMachine before
If it is just to do tests when accessing the SharePoint site from another machine in order not to work localy and to be sure you will have the same results when deploying in a real environment, no need of another machine. You can do remote tests from your Host computer.
I do this very often, and it is very useful, for example, you could have IE8 on the virtual machine and IE9 on your host computer, and call the SharePoint site from your host computer using IE9 . With VMWare, you can ping the virtual machine from the host computer...
Marc
I am new to installing SP. I started reading through your instructions, but at step 4 I was confused.
You say to follow the instructions to add a role. I don't see anything in my environment (Win Server 2008 R2) that talks about adding a role.
Hello Mr. Virden,
The "Add roles" link is available in the "Initial Configuration Tasks window".
Normally, this windows is displayed each time you open your machine.
If not you can recall it by running:
C:\Windows\System32\Oobe.exe
On this window there is the third section:
3 Customize this server
And the first link of this section is:
Add roles
So, you just have to click on the "Add roles" link and follow my instructions.
You can see all this on my screenshot... I put a red circle around the links to use
Hope that helps!
Marc
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