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SharePoint 2010 : Virtual Machine Setup and SharePoint Configuration (part 2) - Set Up Your Own VMs on Windows 2008 R2

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7/14/2013 7:43:49 PM

4. Option 2: Set Up Your Own VMs on Windows 2008 R2

Rather than install Windows 2008 R2, provision it for Hyper-V, and create a machine to import the 2010-7a VM, you have another option.

Architecture for Server Configuration

The following illustration shows what software is installed on what machines for the configuration . To ensure that our configuration could be duplicated by readers, we used 180-day trial versions for all software.

Architecture for Server Configuration

The numbered items in the following list correspond to the circled areas in the image:

  1. Host machine: . Your host machine is the machine on which you need to install Windows Server 2008 R2, either by using a physical DVD or installing and learning to use ISO image software.

  2. VM (or guest machine), MOSS-DC.contoso: Contains your Active Directory domain structure, in which you need to create user accounts for your SharePoint, SQL Server roles, and client roles, such as the Unattended Service account and SharePoint Admin account. This machine becomes your domain, and it will probably need a physical IP address. You will join the other VMs to the domain.

  3. Second VM (or guest machine), SP2010-BI: Includes Windows Server 2008 R2 + SQL Server 2008 R2 + SharePoint 2010, in that order. Note that the databases for your SharePoint Server are different from those used as data sources in the exercises. Some people separate the two by creating a separate instance for their data sources. Another option is to use a different VM or a separate machine, as described in item 5 of this list. 

  4. (Optional) Third VM: . To truly test the user accounts and security of your configuration, it is a good idea to create a VM that can play the role of the client in test environment. On this VM, install Windows 7 and Office 2010.

Note

If you want to get serious about testing security configurations such as Kerberos or NTLM, you should consider taking installation and configuration to the next level by creating another VM to host the data sources, SQL Server and 2008 R2 Analysis Services. Because memory resources are typically scarce after running three VMs on a physical host machine, you might consider adding another physical computer to your configuration that you can allocate to Analysis Services data sources. The configuration options available depend on the resources you have, such as memory and processor speed.

Select a Host Computer with Windows 2008 R2

The computer you choose as the host matters, because it must have a Hyper-V capable processor. In addition, you need enough processing power and memory to run the VMs. You might also need to enable Hyper-V for your processor in the system BIOS to make virtualization possible.

The first step is to locate the right processor. If you already have a computer, check to see whether the processor is listed in the Hardware section of the Windows Server catalog at http://go.microsoft.com/fwlink/?LinkId=111228 . To see the list of servers that have been tested to run Hyper-V, in the Hardware section of the Windows Server catalog, under Product category, click Servers, and then under Additional Qualifications, click Hyper-V.

You can also review the more comprehensive documentation for Hyper-V by reading the TechNet topic “Hyper-V Getting Started Guide,” at http://technet.microsoft.com/en-us/library/cc732470(WS.10).aspx .

Install and Configure Windows 2008 R2 for Hyper-V

This section simply points you to useful links containing instructions for installing Windows 2008 R2 and configuring your server for Hyper-V.

Install Windows 2008 R2 on Your Physical Host Machine

For detailed information about this process, see the TechNet topic “Installing Windows Server 2008 R2,” at http://technet.microsoft.com/en-us/library/dd379511(WS.10).aspx .

Configure Hyper-V

Following are the basic steps to perform as you navigate through the Hyper-V documentation on TechNet (at http://technet.microsoft.com/en-us/library/cc730764.aspx ) or as you view instructions from a blog or video:

  • Create VMs. We created two for our configuration.

  • Create VHDs. We used fixed VHDs.

  • Configure Hyper-V:

    • Configure memory and processors.

    • Configure networking.

    • Configure disks and storage.

  • Install a guest operating system.

  • Connect to a VM.

It’s also helpful to view the document titled “Checklist: Configure Virtual Machines for Development and Test,” at http://technet.microsoft.com/en-us/library/cc754062.aspx .

Re-configure Your Virtual Networks

After installing updates, we switched our external network to a private network to protect it from security attacks and to simplify security between machines.

The TechNet article “Manage Virtual Networks” at http://technet.microsoft.com/en-us/library/cc732197.aspx , is particularly helpful.

Additionally, 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 , provides a visual explanation of the purpose of the optional virtual network configuration.

Install Software on Your VMs

You should plan to install the following software on your VMs.

Server software

Download link

Windows 2008 R2

You can also download the VHD Windows Server 2008 R2 Enterprise and Server Core evaluation images, configured for Hyper-V (64-bit only).

http://www.microsoft.com/windowsserver2008/en/us/trial-software.aspx

SQL Server 2008 R2

You can download 64-bit versions for AMD or Intel.

http://www.microsoft.com/sqlserver/2008/en/us/R2Downloads.aspx

Server Software: Microsoft Contoso BI Demo Dataset for Retail Industry

Download Link: http://www.microsoft.com/downloads/en/details.aspx?displaylang=en&FamilyID=868662dc-187a-4a85-b611-b7df7dc909fc

SharePoint Server 2010 Enterprise

http://technet.microsoft.com/en-us/evalcenter/ee388573.aspx

Microsoft Office Professional 2010

http://office.microsoft.com/en-us/try

Microsoft Visio 2010 (Premium)

http://technet.microsoft.com/en-us/evalcenter/ee390821.aspx

Install Windows 2008 R2 on Your VMs

The authors recommend that you purchase and install mounting software so that you can mount ISO images from which to install when you connect and start your newly created VMs. You cannot access installation files easily from the host machine unless you install the mounting software.

Install SQL Server 2008 R2

For detailed information about this process, see the MSDN topic “How to Install SQL Server 2008 R2,” at http://msdn.microsoft.com/en-us/library/ms143219.aspx .

Install SharePoint Server 2010

For detailed information about this process, see the topic “How to Install SharePoint Server 2010 on a Small Farm,” on the ES2010 site at http://www.endusersharepoint.com/EUSP2010/2010/06/09/how-to-install-sharepoint-2010-on-small-farm-part-1-full-installation-on-small-farm-up-to-managing-service-applications/ .

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