1. Options for Software Installation and Configuration
The authors went back and forth between two viable options for setting up an
environment in which you can test the tools. On one hand, you have the option to
download a VM onto an existing machine that has Windows 2008 R2 with Hyper-V
enabled. On the other hand, you might want to start from scratch by installing
Windows 2008 R2, enabling Hyper-V, and creating your own VMs by installing and
configuring the available 180-day evaluation software. The benefits and tradeoffs of
each method are described in the following table.
In the preconfigured VM, Active Directory has been configured for more than 200
“demo” users with metadata in an organizational structure.
SharePoint Server 2010 has been configured in a “complete”
farm, using Kerberos authentication and the default SQL Server 2008 instance for
data, and has a site collection created by using the Team Site template at
http://intranet/ and a FAST Search Center at
http://intranet/search/.
2. Overview of Hyper-V, for Both Options
For both manual setup and pre-configured setup, you must install Windows Server
2008 R2 and enable the Hyper-V role. It gives you the tools and services to create
and manage a VM-based computing environment. You can manage and run multiple VMs on
one physical computer using Hyper-V. You can use the available trial version for 180
days.
The computer you choose as the host also matters, because it must have a
Hyper-V-capable processor. 3. Option 1: Set Up a Pre-configured VM
The following is a modified version of the Virtual Machine Setup
Guide.docx, which you get when you download the install files.
The download is very large and usually requires some time. We recommend that
you use the Akamai Download Manager to download faster; it also can pause and
resume if the download is interrupted. Make sure to locate the faster download
links at the bottom of the main download page at
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=751fa0d1-356c-4002-9c60-d539896c66ce&displaylang=en
.
Of the files you find on that page, you need the following:
-
Virtual Machine 2010-7a parts 1-12 -
Virtual Machine 2010-7a parts 13-20, SFV & Setup Guide -
Virtual Machine 2010-7b (needed only if you want to run Exchange
Server)
3.1 What Comes with the Download and Other Considerations
The 2010-7a VM contains the following pre-configured software:
-
Windows Server 2008 R2 Standard Evaluation Edition x64, running as
an Active Directory Domain Controller for the
“CONTOSO.COM” domain with DNS and WINS -
Microsoft SQL Server 2008 R2 Enterprise Edition with Analysis,
Notification, and Reporting Services -
Microsoft Office Communication Server 2007 R2 -
Microsoft Visual Studio 2010 -
Microsoft SharePoint Server 2010 Enterprise Edition -
Microsoft Office Web Applications -
FAST Search for SharePoint 2010 -
Microsoft Project Server 2010 -
Microsoft Office Professional Plus 2010 -
Microsoft Visio 2010 -
Microsoft Project 2010 -
Microsoft Office Communicator 2007 R2
(Optional) Virtual Machine “b”
The 2010-7b VM contains the following pre-configured software:
Note
VM 2010-7b is optional.
-
Windows Server 2008 R2 Standard Evaluation Edition x64, joined to
the “CONTOSO.COM” domain -
Microsoft Exchange Server 2010
To install VM “a”, you will need the following:
-
Supported Operating Systems: Windows Server 2008 R2 -
Windows Server 2008 R2 with the Hyper-V role enabled -
Drive Formatting: NTFS -
Processor: Intel VT or AMD-V capable -
RAM: 8 GB or more (more is always nice) -
Hard disk space required for install: 50 GB
3.2 Pre-configured VM Setup
Performance Considerations
Unpack and run the VM image on a fast hard drive (7200 RPM or better).
This drive will work better if it is different from the drive containing the
operating system of the host machine. If you are installing the VM on a
laptop, a second internal drive or external eSATA drive works best, although
a USB 2.0 (make sure it’s 2.0, because 1.1 is too slow) or
FireWire connection is acceptable. For the absolute best performance, use a
second internal SSD drive.
You can use the following procedure to configure the VM
host.
To prepare the host machine
-
Install the Hyper-V role on your Windows Server 2008 R2
host.
Note
Use Windows Server 2008 R2. Older versions of Hyper-V
cannot import the VM package, can trigger activation of the
software included in the image, and are likely to give you
reduced performance.
-
Extract the VM image.
-
Copy the archive files for the VM to local
disk. -
Extract the VM image by running the self-extracting
executable. -
Set the extraction location on a separate drive .
Note
Extracting can take some time, depending on your
machine’s resources.
Configure Hyper-V for the VM
You must configure Hyper-V so that it runs in a protected
virtual network. This is because the VM does not contain any antivirus
software, and items such as MAC addresses, IP addresses, host names, and so
on might conflict with other running instances of the VM or with potentially
unrelated physical machines. The internal virtual network configuration that
you create in the following procedure allows the host machine to access the
VM by using Remote Desktop. We recommend that you do not use an external
network for this VM.
If you choose to run the VM with external access, set up a second network
card (NIC) on the physical machine and configure the Hyper-V to use that
NIC. The primary NIC for the host is configured to use a static IP
address—and changing this setting will produce server errors. Your
external network configuration in Virtual Network Manager might resemble the
following illustration.
To configure Hyper-V for the VM
-
Configure the Hyper-V Manager. -
Start Hyper-V Manager from Control Panel ->
Administrative Tools. -
Confirm that the local host machine appears in the Hyper-V
Manager list, and select it if it’s not already
selected. -
Under Actions, click Virtual Network Manager.
Note
After you perform this step, the VM is configured with a
different NIC card.
-
Confirm that you have created an internal virtual network
named “Internal.” Internal networks limit
connectivity to only VMs and the host. If no such network
exists, create one now by performing the following steps:
-
Click Virtual Network Manager in the Actions
pane. -
Choose New Virtual Network in the Virtual Networks
pane.
-
Choose Internal from the type list, and click
Add. -
Type Internal, and
then click OK.
To learn more about the different types of virtual networks,
see the blog post, “Hyper-V: What are the uses for
different types of virtual networks?” at
http://blogs.technet.com/b/jhoward/archive/2008/06/17/hyper-v-what-are-the-uses-for-different-types-of-virtual-networks.aspx
.
To import and configure the VM
Due to the activation and expiration models in Windows Server 2008 and
R2, you should retain a copy of the VMs you downloaded and create a
snapshot before you first run the VMs. For more information, see the
Activation and Expiration section later in this
appendix.
-
Under Actions, click Import Virtual Machine. -
Click Browse to select the folder where you extracted the VM
package. Keep the default settings. -
Click Import, and wait for the import operation to
complete—you can see the import status in the
Operations column. -
Select the newly imported VM, and then click Settings in the
right pane of the Hyper-V Manager. -
Confirm (and correct if necessary) that the Network Adapter
“VM Bus Network Adapter” is connected to the
“Internal” network from Step 5d of the
preceding procedure (“To configure Hyper-V for the
VM”). Please do not add a new Network Adapter (unless
you must add the Internal Network). -
Close the VM Settings dialog box. The new VM should appear in
your Virtual Machines list.
Note
The machine we use has 12 GB of memory and an I7 Intel
processor, which allows us to run four VMs at a time (the
preconfigured VM, 2010-7a, and the two-machine setup we
describe later in this appendix. The other machines, 2010-7b
and MOSS-BI, are turned off to save on machine resources.
Serious performance issues could occur if you have them all
running at the same time.
-
Start the virtual image. -
After the machine starts, log in as Administrator (press
Ctrl+Alt+End). The password is pass@word1.
If you were unable to import the VM, we suggest that you use the
following procedure to create a new VM and restore the 2010-7a.vhd that
you extracted.
To restore VM 2010-7a.vhd
-
In Hyper-V Manager, under the Actions pane, click New and then
click Virtual Machine to start the New Virtual Machine
Wizard.
-
Click Next. On the Specify Name And Location page, shown in
the following illustration, determine where you want to store
the new virtual machine, and then click Next.
-
In the Assign Memory dialog box, assign 4000 MB, and then
click Next. -
In the Configure Networking dialog box, select Internal if you
have already configured it in Network Manager in the Hyper-V
Manager. If not, you can change it later in the VM’s
Settings dialog box in Hyper-V Manager. -
On the Connect Virtual Hard Disk page, shown in the following
illustration, select Use An Existing Virtual Hard Disk. Click
Browse to locate the extracted 2010-7a VM, and then click
Next.
-
In the Installations Options dialog box, click Next. The
2010-7a VM appears in your Hyper-V Manager under Virtual
Machines, as shown in the following illustration. However,
notice that it is now shut off.
-
Double-click the new VM, and then click the green button to
turn on the VM. When it turns on, you should see it starting, as
shown in the following illustration.
After you log in as Administrator (password: pass@word1), the
installation requires about 10 to 15 minutes to finish the
configuration, because it must detect the host hardware and install the
appropriate drivers. Then you must reboot the machine. After the machine
reboots, use the following procedure to configure the network adapter in
the VM (not in the host).
To configure the network adapter
-
Open the Network and Sharing Center in Control Panel. -
Click Change Adapter Settings. -
Right-click the adapter and click Properties. -
Select Internet Protocol Version 4 (TCP/IPv4), and click
Properties. -
Select Use The Following IP Address, and then type the
following values:
-
IP Address: 192.168.150.1
-
Subnet Mask: 255.255.255.0
-
Default Gateway: (leave blank) -
Preferred DNS Server: 192.168.150.1
Your Network and Sharing Center should resemble the
following illustration.
Your Internet Protocol (TCP/IPv4) Properties should resemble the
following illustration.
Now the VM is ready to use. Enjoy!
Snapshots and Saved State
Hyper-V introduces the concept of “snapshots,” which
you can use to revert a VM to a previous configuration state.
-
Open or return to the Hyper-V Manager. -
Select the VM, and under Actions, click Snapshot. -
Wait for the snapshot captures to complete. -
(Optional) Select each VM, and rename the snapshots you have
just created.
-
Open or return to the Hyper-V Manager. -
Select the VM, right-click the snapshot you want to use, and
choose Apply. You will be prompted to save the current state as
a snapshot. Doing so retains your current state, skipping
discards it.
Before each VM session, use the following procedure to set up the
environment.
-
Return to or start the Hyper-V Manager. -
Select the VM. -
Click Start. -
Click Connect. When the Virtual Machine Connection window
appears, wait for the VM to boot up and reach the login
screen.
Important
The VM Connection uses Ctrl-Alt-Home instead of the normal
Ctrl-Alt-Del sequence for login.
Log in to the image using the Virtual Machine Console as the
following user:
-
User: administrator
-
Password: pass@word1
-
Domain: CONTOSO
-
Click Shut Down from the Virtual Machine Connection or from
the Hyper-V.
Activation and Expiration
The VMs contained in this package are inactivated 180-day evaluations.
These evaluation copies require activation, or rearming, after a 10-day
period; otherwise, they shut down after 2 hours of continuous operation. It
is optional to activate the operating system in the VM.
Important
Avoid performing the following procedure, unless your initial 10-day
evaluation period has expired.
To reset the activation or “rearm” the VM
You can perform the “rearm” procedure
only a limited number of times—generally four, but even fewer
in some cases.
-
Start up and login to the VM. -
Open an elevated (Run as Administrator) command prompt. -
Run “slmgr –rearm” (no quotes)
in the command prompt. -
Wait for the pop-up confirmation that the configuration
changes are complete. -
Reboot the VM. -
Repeat for each Windows Server 2008 R2 VM in the set.
To activate the VM, you need an Internet connection. For that, you
must add a second NIC to the VM by using the Hyper-V Management Console,
and then connect it to an external network connection that has Internet
access. You can then activate Windows from within the VM. Windows still
expires after 180 days but does not prompt for activation or shut down
after 2 hours.
Post-Setup Performance Tweaks
This section provides procedures you can perform for the host machine that
can help you get best performance.
To restore the Microsoft Contoso BI Demo Dataset for Retail
Industry
To defragment all host drives
-
Open Windows Explorer, right-click the C: drive icon, and
click Properties. -
On the Tools tab, click Defragment Now. -
Confirm that the C: drive is the selected volume, and then
click Defragment. -
Wait for the defragmentation to complete. This can take
anywhere from a few seconds to a few hours, depending on the
size of the drive and how fragmented it is. You might need to
run this multiple times for full effect. -
Repeat for all other host hard drives.
To set the host video resolution
-
Right-click the desktop, select Properties, and then select
Settings. -
Confirm that the resolution is at least 1024 × 768
(the minimum recommended resolution is 1280 × 1024) and
that the color depth is at least 16-bit. -
Open the Control Panel and select Date And Time. -
Confirm that the date and time are accurate; if
they’re not, correct them.
To disable virus scanning
Follow the procedures for your antivirus software to disable any
“real-time” scanning of the Hyper-V processes and
the folder where you unpacked the VM files. For more details, see the
support information at
http://support.microsoft.com/kb/961804
.
To convert the VM’s dynamic Virtual Hard Drive (VHD) to a
static VHD
If you have sufficient drive space, consider performing this
conversion procedure. The fixed VHD is considerably larger—135
GB—but provides better performance.
-
Open the Hyper-V Manager on the host. Select the VM in the
Virtual Machines pane. -
Click Settings in the Actions pane. -
Choose the Hard Drive under IDE Controller 0 in the Hardware
pane. -
Directly below the path of the VHD file, click Edit. -
Choose the Convert option, and then click Next. -
Supply a file path and name for the new fixed disk. -
Click Finish, and wait for the edit operation to
complete. -
Click Browse to navigate to the VHD file, and choose the fixed
VHD you just created. -
Click OK to apply the change, and then close the settings
window. -
Defragment the host drive containing the new fixed VHD.
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