In the last week I’ve been asked for this information a few times, so I decided to go ahead and blog it. I’ve been hesitant to put out an official blog post on this, because I don’t think it’s ready for prime time. But, it keeps coming up, so here it is, the steps I follow when I install SharePoint 2010.
Before we get into the actual steps, let me tell you about a couple of caveats. First, this list is NOT comprehensive. There are a lot of pieces that aren’t in this list. I started this list to keep me from forgetting steps, or from doing steps out of order. Steps that I don’t normally forget, or don’t benefit from being done in a specific order, aren’t on the list. It doesn’t mean they aren’t necessary, they just aren’t on this guy’s list. Second, I link to a lot of PowerShell in these steps. PLEASE, PLEASE look over every single script before you run it on your server. There are some bad scripts in there. Some have passwords and app pools hard coded in them. Really, really bad ideas. They were written for use in my VMs, so I took some shortcuts. Before you run any of these scripts, read them from top to bottom to make sure they’ll work in your environment. I can’t stress that enough, I write some really terrible PowerShell scripts. They’re awful.
Also, I don’t use either of the wizards when I build a farm. Step 7 explains how I build the farm without the Configuration Wizard. Steps 10 – 23 or so cover the tasks the Farm Configuration Wizard would do. If either wizard tries to run, cancel them.
Here’s the list:
- Confirm Service Accounts
- Slipstream SharePoint install up to at least SP1, maybe December 2011 CU
- Install Prereqs
- Install ADO.net patch if necessary
- Install SharePoint 2010
- Create Farm
- Install OWA if they're available
- Install any CUs if they were not slipstreamed in
- Create managed accounts
- Create content web app
- Create mysite web app
- Create Mysite host site collection
- Add SharePoint web apps to Hosts file
- Create State Service
- Create Usage Service app
- Create Managed Metadata Service
- Start MMS service instance
- Create Search Service app
- Add PDF Icon & iFilter
- Run a full crawl to verify everything works
- Create User Profile Service app
- Create other service applications as needed
- Web Analytics
- Secure Store
- Config Blobcache
- Gpupdate /force & reboot
- Run all Health Analyzer rules
As I expect there will be some feedback to this I will probably edit it to refine the steps. If you have questions or suggestions, leave me a comment.
Edit 3/22 to break slipstreaming out as its own step and add the paragraph about the wizards