Getting started with
Microsoft SharePoint Server 2010

Microsoft Corporation

Published: June 2011

Author: Microsoft Office System and Servers Team (itspdocs@microsoft.com)

Abstract

The content in the book covers information about how to get started with the installation, configuration, and upgrade to Microsoft SharePoint Server 2010.

The content in this book is a copy of selected content in the SharePoint Server 2010 technical library (http://go.microsoft.com/fwlink/?LinkId=181463) as of the publication date. For the most current content, see the technical library on the Web.

This document is provided “as-is”. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it.

Some examples depicted herein are provided for illustration only and are fictitious.  No real association or connection is intended or should be inferred.

This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes.

© 2010 Microsoft Corporation. All rights reserved.

Microsoft, Access, Active Directory, Backstage, Excel, Groove, Hotmail, InfoPath, Internet Explorer, Outlook, PerformancePoint, PowerPoint, SharePoint, Silverlight, Windows, Windows Live, Windows Mobile, Windows PowerShell, Windows Server, and Windows Vista are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.

Contents

Abstract

Contents

Getting help

Introduction to Getting Started for SharePoint Server 2010

Getting started with enterprise search in SharePoint 2010 Products (white paper)

What's new in SharePoint Server 2010

Evaluation guide for SharePoint Server 2010 (white paper)

Hardware and software requirements (SharePoint Server 2010)

Overview

Hardware requirements—Web servers, application servers, and single server installations

Hardware requirements—Database servers

Software requirements

Minimum requirements

Optional software

Access to applicable software

Plan browser support (SharePoint Server 2010)

About planning browser support

Key planning phase of browser support

Browser support levels

Browser support matrix

Browser details

Browser compatibility for publishing sites

ActiveX controls

Deploy a single server with SQL Server (SharePoint Server 2010)

Overview

Before you begin

Install SharePoint Server 2010

Run the Microsoft SharePoint Products Preparation Tool

Run Setup

Run the SharePoint Products Configuration Wizard

Configure browser settings

Run the Farm Configuration Wizard

Post-installation steps

Deploy a single server with a built-in database (SharePoint Server 2010)

Overview

Before you begin

Install SharePoint Server 2010

Run the Microsoft SharePoint Products Preparation Tool

Run Setup

Run the SharePoint Products Configuration Wizard

Configure browser settings

Post-installation steps

Getting help

Every effort has been made to ensure the accuracy of this book. This content is also available online in the Office System TechNet Library, so if you run into problems you can check for updates at:

http://technet.microsoft.com/office

If you do not find your answer in our online content, you can send an e-mail message to the Microsoft Office System and Servers content team at:

itspdocs@microsoft.com

If your question is about Microsoft Office products, and not about the content of this book, please search the Microsoft Help and Support Center or the Microsoft Knowledge Base at:

http://support.microsoft.com

Introduction to Getting Started for SharePoint Server 2010

Microsoft SharePoint Server 2010 is a rich server application for the enterprise that facilitates collaboration, provides full content management features, implements business processes, and provides access to information that is essential to organizational goals and processes. It provides an integrated platform to plan, deploy, and manage intranet, extranet, and Internet applications across and beyond the enterprise.

This Getting Started guide for SharePoint Server 2010 covers what's new in SharePoint Server 2010, provides references to evaluation content, and includes some end-to-end deployment scenarios to get you started quickly with an evaluation environment for SharePoint Server 2010. The following list describes each topic in this guide.

"What's new in SharePoint Server 2010" provides a list of links to content that will introduce you to the new capabilities and features in SharePoint Server 2010.

"Evaluation guide for SharePoint Server 2010 (white paper)" gives a download location for the evaluation guide for SharePoint Server 2010. The evaluation guide covers key features, overviews of the product, and a product tour.

"Hardware and software requirements (SharePoint Server 2010)" describes the minimum and recommended hardware and software that are required to run SharePoint Server 2010.

"Plan browser support (SharePoint Server 2010)" describes the functionality available — and level of support — for SharePoint Server 2010 features that you can expect when using several common Web browsers.

"Deploy a single server with SQL Server (SharePoint Server 2010)" provides end-to-end installation instructions for setting up SharePoint Server 2010 on a single server farm. This installation scenario is ideal for evaluating SharePoint Server 2010 functionality or for hosting a very small installation of SharePoint Server 2010. It is also useful if you want to configure a farm to meet your needs first, and then add servers to the farm later.

"Deploy a single server with a built-in database (SharePoint Server 2010)" provides end-to-end instructions for installing SharePoint Server 2010 on a single server with a built-in database. This configuration is useful if you want to evaluate SharePoint Server 2010 features and capabilities, such as collaboration, document management, and search. This configuration is also useful if you are deploying a small number of Web sites and you want to minimize administrative overhead.

"Roadmap to SharePoint Server 2010 content" summarizes the content and resources available on the Microsoft.com Web site that can help you understand and use SharePoint Server 2010 as you go beyond the basics that are presented in this guide.

Getting started with enterprise search in SharePoint 2010 Products (white paper)

This white paper introduces enterprise search in Microsoft SharePoint 2010 Products. Enterprise search in SharePoint 2010 Products spans many features, capabilities, and licensing models. The products are the following:

Microsoft SharePoint Foundation 2010

Microsoft Search Server 2010 Express

Microsoft Search Server 2010

Microsoft SharePoint Server 2010

Microsoft FAST Search Server 2010 for SharePoint

To download the white paper in the format that you want, click the following links:

Getting started with enterprise search in SharePoint 2010 Products (Microsoft Office Word) (http://go.microsoft.com/fwlink/?LinkID=189434)

Getting started with enterprise search in SharePoint 2010 Products (PDF) (http://go.microsoft.com/fwlink/?LinkID=189435)

Getting started with enterprise search in SharePoint 2010 Products (XPS) (http://go.microsoft.com/fwlink/?LinkID=189436)

What's new in SharePoint Server 2010

Microsoft SharePoint Server 2010 is the business collaboration platform for the enterprise and the Web. Organizations can use the platform to connect and empower people, and facilitate collaboration among colleagues, partners, and customers. To see what's new in SharePoint Server 2010, review the following:

Evaluation guide for SharePoint Server 2010 (white paper)   This white paper describes the improvements and new additions to the SharePoint Server 2010 platform that are particularly compelling for IT pros.

Product evaluation for SharePoint Server 2010 (http://technet.microsoft.com/library/1a20e357-a21f-4409-9a99-6b8263ab30c5(Office.14).aspx) This section contains an overview of product features, product comparison information, system requirements, a product evaluation kit, news and reviews, case studies, information about how to buy, virtual labs, and a product roadmap.

What's New in Microsoft SharePoint Server 2010 (http://go.microsoft.com/fwlink/?LinkId=187359)   The TechNet Resource Center page points to articles and other resources to introduce you to new features such as Windows PowerShell, the new command-line interface and scripting language; health monitoring, an integrated health analysis tool (SharePoint Maintenance Manager) that enables SharePoint to automatically check for potential configuration, performance, and usage problems; and sandboxed solutions, a restricted execution environment that enables programs to access only certain resources and keep problems that occur in the sandbox from affecting the rest of the server environment.

Microsoft SharePoint 2010 home page (http://go.microsoft.com/fwlink/?LinkID=187360)   This site gives an overview of SharePoint Server 2010 and includes videos that demonstrate key features that can improve productivity, provide flexible deployment, and create a scalable, unified infrastructure.

Evaluation guide for SharePoint Server 2010 (white paper)

This evaluation guide is designed to help IT pros gain sufficient knowledge and understanding to evaluate Microsoft SharePoint Server 2010. This guide describes some of the most compelling improvements and new additions to the SharePoint Server 2010 platform for IT pros. With this evaluation guide, the IT pro will be able to properly evaluate these new features and readily describe their capabilities to their colleagues, clients, and business partners.

The ultimate goal of this guide is to aid the reader in performing a thorough and effective evaluation of SharePoint Server 2010. It is also intended to be helpful for anyone who is interested in learning more about SharePoint Server 2010.

Download this guide as a Microsoft Word document (.docx).

Microsoft SharePoint Server 2010 Evaluation Guide (http://go.microsoft.com/fwlink/?LinkId=167123)

Hardware and software requirements (SharePoint Server 2010)

This article lists the minimum hardware and software requirements to install and run Microsoft SharePoint Server 2010.

Important:

If you contact Microsoft technical support about a production system that does not meet the minimum hardware specifications described in this document, support will be limited until the system is upgraded to the minimum requirements.

In this article:

·      Overview

·      Hardware requirements—Web servers, application servers, and single server installations

·      Hardware requirements—Database servers

·      Software requirements

·      Access to applicable software

Overview

Microsoft SharePoint Server 2010 provides for a number of installation scenarios. Currently, these installations include single server with built-in database installations and single-server or multiple-server farm installations.

   If you plan on installing Microsoft Project Server 2010 with SharePoint Server 2010, see Hardware and software requirements (Project Server 2010) (http://technet.microsoft.com/library/32d82f51-546a-42a3-ade5-54cc4dfdcb87(Office.14).aspx). Especially note the supported Web browsers for Project Web App users.

Hardware requirements—Web servers, application servers, and single server installations

The following requirements apply both to installations on a single server with a built-in database and to servers running SharePoint Server 2010 in a multiple server farm installation.

Processor: 64-bit, four cores

RAM: 4 GB for developer or evaluation use, 8 GB for production use in a single server or multiple server farm

Hard disk: 80 GB for system drive. For production use, you need additional free disk space for day-to-day operations. Maintain twice as much free space as you have RAM for production environments. For more information, see Capacity management and sizing for SharePoint Server 2010 (http://technet.microsoft.com/library/031b0634-bf99-4c23-8ebf-9d58b6a8e6ce(Office.14).aspx).

Hardware requirements—Database servers

The following requirements apply to database servers in production environments with multiple servers in the farm.

Note:

Our definitions of small and medium deployments are those described in the "Reference Architectures" section in Capacity management and sizing for SharePoint Server 2010 (http://technet.microsoft.com/library/031b0634-bf99-4c23-8ebf-9d58b6a8e6ce(Office.14).aspx).

Processor: 64-bit, four cores for small deployments; 64-bit, eight cores for medium deployments

RAM: 8 GB for small deployments; 16 GB for medium deployments. For large deployments, see the "Estimate memory requirements" section in Storage and SQL Server capacity planning and configuration (SharePoint Server 2010) (http://technet.microsoft.com/library/a96075c6-d315-40a8-a739-49b91c61978f(Office.14).aspx).

Note:

These values are higher than those recommended as the minimum values for SQL Server because of the distribution of data required for a SharePoint Products 2010 environment. For more information about SQL Server system requirements, see Hardware and Software Requirements for Installing SQL Server 2008 (http://go.microsoft.com/fwlink/?LinkId=129377).

Hard disk: 80 GB for system drive. Hard disk space is dependent on the size of your SharePoint content. For information about estimating the size of content and other databases for your deployment, see Storage and SQL Server capacity planning and configuration (SharePoint Server 2010) (http://technet.microsoft.com/library/a96075c6-d315-40a8-a739-49b91c61978f(Office.14).aspx).

Software requirements

The following requirements apply to single server with built-in database installations and server farm installations that include a single server and multiple servers in the farm.

Important:

SharePoint Server 2010 does not support single label domain names. For more information, see Information about configuring Windows for domains with single-label DNS names (http://support.microsoft.com/kb/300684).

The Microsoft SharePoint Products Preparation Tool — which you access from the SharePoint Server 2010 Start page — can assist you in the installation of the software prerequisites for SharePoint Server 2010. Ensure that you have an Internet connection, because some of these prerequisites are installed from the Internet. For more information, see Deploy a single server with SQL Server (SharePoint Server 2010), Deploy a single server with a built-in database (SharePoint Server 2010), and Multiple servers for a three-tier farm (SharePoint Server 2010) (http://technet.microsoft.com/library/4982a861-ad5c-43e4-a49f-958afd4370aa(Office.14).aspx).

Minimum requirements

Database server in a farm

One of the following:

The 64-bit edition of Microsoft SQL Server 2008 R2.

The 64-bit edition of Microsoft SQL Server 2008 with Service Pack 1 (SP1) and Cumulative Update 2. From the Cumulative update package 2 for SQL Server 2008 Service Pack 1 (http://go.microsoft.com/fwlink/?LinkId=165962) page, click the View and request hotfix downloads link and follow the instructions. On the Hotfix Request page, download the SQL_Server_2008_SP1_Cumulative_Update_2 file. When you install Microsoft SQL Server 2008 SP1 on Windows Server 2008 R2, you might receive a compatibility warning. You can disregard this warning and continue with your installation.

Note:

We do not recommend that you use CU3 or CU4, but instead CU2, CU5, or a later CU than CU5. For more information, see Cumulative update package 5 for SQL Server 2008 (http://go.microsoft.com/fwlink/?LinkId=196928). Download the SQL_Server_2008_RTM_CU5_SNAC file.

The 64-bit edition of Microsoft SQL Server 2005 with Service Pack 3 (SP3). From the Cumulative update package 3 for SQL Server 2005 Service Pack 3 (http://go.microsoft.com/fwlink/?LinkId=165748) page, click the View and request hotfix downloads link and follow the instructions. On the Hotfix Request page, download the SQL_Server_2005_SP3_Cumulative_Update_3 file.

For more information about choosing a version of SQL Server, see SQL Server 2008 R2 and SharePoint 2010 Products: Better Together (white paper) (SharePoint Server 2010) (http://technet.microsoft.com/library/665876e1-2706-42ad-bd76-8e4d1da0ce92(Office.14).aspx).

Single server with built-in database

The 64-bit edition of Windows Server 2008 Standard, Enterprise, Data Center, or Web Server with SP2, or the 64-bit edition of Windows Server 2008 R2 Standard, Enterprise, Data Center, or Web Server. If you are running Windows Server 2008 without SP2, the Microsoft SharePoint Products Preparation Tool installs Windows Server 2008 SP2 automatically.

Note:

You must download an update for Windows Server 2008 and Windows Server 2008 R2 before you run Setup. The update is a hotfix for the .NET Framework 3.5 SP1 that is installed by the Preparation tool. It provides a method to support token authentication without transport security or message encryption in WCF. For more information and links, see the "Access to Applicable Software" section later in this article.

KB979917 - QFE for Sharepoint issues - Perf Counter fix & User Impersonation (http://go.microsoft.com/fwlink/?LinkId=192577)

For Windows Server 2008 SP2, download the Windows6.0-KB979917-x64.msu (Vista) file.

For Windows Server 2008 R2, download the Windows6.1-KB979917-x64.msu (Win7) file.

For information, see the related KB article Two issues occur when you deploy an ASP.NET 2.0-based application on a server that is running IIS 7.0 or IIS 7.5 in Integrated mode (http://go.microsoft.com/fwlink/?LinkId=192578).

The preparation tool installs the following prerequisites:

Web Server (IIS) role

Application Server role

Microsoft .NET Framework version 3.5 SP1

SQL Server 2008 Express with SP1

Microsoft Sync Framework Runtime v1.0 (x64)

Microsoft Filter Pack 2.0

Microsoft Chart Controls for the Microsoft .NET Framework 3.5

Windows PowerShell 2.0

SQL Server 2008 Native Client

Microsoft SQL Server 2008 Analysis Services ADOMD.NET

ADO.NET Data Services Update for .NET Framework 3.5 SP1

A hotfix for the .NET Framework 3.5 SP1 that provides a method to support token authentication without transport security or message encryption in WCF.

Windows Identity Foundation (WIF)

Note:

If you have Microsoft "Geneva" Framework installed, you must uninstall it before you install the Windows Identity Foundation (WIF).

Front-end Web servers and application servers in a farm

The 64-bit edition of Windows Server 2008 Standard, Enterprise, Data Center, or Web Server with SP2, or the 64-bit edition of Windows Server 2008 R2 Standard, Enterprise, Data Center, or Web Server. If you are running Windows Server 2008 with SP1, the Microsoft SharePoint Products Preparation Tool installs Windows Server 2008 SP2 automatically.

Note:

You must download an update for Windows Server 2008 and Windows Server 2008 R2 before you run Setup. The update is a hotfix for the .NET Framework 3.5 SP1 that is installed by the Preparation tool. It provides a method to support token authentication without transport security or message encryption in WCF. For more information and links, see the "Access to Applicable Software" section.

KB979917 - QFE for Sharepoint issues - Perf Counter fix & User Impersonation (http://go.microsoft.com/fwlink/?LinkId=192577)

For Windows Server 2008 SP2, download the Windows6.0-KB979917-x64.msu (Vista) file.

For Windows Server 2008 R2, download the Windows6.1-KB979917-x64.msu (Win7) file.

For information, see the related KB article Two issues occur when you deploy an ASP.NET 2.0-based application on a server that is running IIS 7.0 or IIS 7.5 in Integrated mode (http://go.microsoft.com/fwlink/?LinkId=192578).

The preparation tool installs the following prerequisites:

Web Server (IIS) role

Application Server role

Microsoft .NET Framework version 3.5 SP1

Microsoft Sync Framework Runtime v1.0 (x64)

Microsoft Filter Pack 2.0

Microsoft Chart Controls for the Microsoft .NET Framework 3.5

Windows PowerShell 2.0

SQL Server 2008 Native Client

Microsoft SQL Server 2008 Analysis Services ADOMD.NET

ADO.NET Data Services Update for .NET Framework 3.5 SP1

A hotfix for the .NET Framework 3.5 SP1 that provides a method to support token authentication without transport security or message encryption in WCF.

Windows Identity Foundation (WIF)

Note:

If you have Microsoft "Geneva" Framework installed, you must uninstall it before you install the Windows Identity Foundation (WIF).

Client computer

A supported browser. For more information, see Plan browser support (SharePoint Server 2010).

Optional software

Single server with built-in database and front-end Web servers and application servers in a farm

Microsoft SQL Server 2008 R2 to work with PowerPivot workbooks. For more information, see Microsoft SQL Server 2008 R2 (http://go.microsoft.com/fwlink/?LinkID=179611).

Windows 7 or Windows Vista. For more information, see Setting Up the Development Environment for SharePoint Server (http://go.microsoft.com/fwlink/?LinkID=164557).

SQL Server Remote BLOB Store installation package from the Feature Pack for Microsoft SQL Server 2008 R2. For the download, go to the Download Center (http://go.microsoft.com/fwlink/?LinkID=177388).

The preparation tool installs the following optional software:

Microsoft SQL Server 2008 R2 Reporting Services Add-in for Microsoft SharePoint Technologies 2010 (SSRS) to use Access Services for SharePoint Server 2010. For the download, go to the Download Center (http://go.microsoft.com/fwlink/?LinkID=192588).

Microsoft Server Speech Platform to make phonetic name matching work correctly for SharePoint Search 2010.

Client computer

Microsoft Office 2010 client. For more information, see Microsoft Office 2010 (http://go.microsoft.com/fwlink/?LinkId=195843).

Microsoft Silverlight 3.

Access to applicable software

To install Windows Server 2008, Microsoft SQL Server, or SharePoint Server, you can go to the Web sites listed in this section. You can install most software prerequisites through the SharePoint Server Start page. The software prerequisites are also available from Web sites listed in this section. The Web Server (IIS) role and the Application Server role can be enabled manually in Server Manager.

In scenarios where installing prerequisites directly from the Internet is not possible or not feasible, you can install the prerequisites from a network share. For more information, see Install prerequisites from a network share (SharePoint Server 2010) (http://technet.microsoft.com/library/3ede6cef-193d-4c25-8d41-cacabab95ac9(Office.14).aspx).

SharePoint Server 2010 Standard Trial (http://go.microsoft.com/fwlink/?LinkId=197413)

SharePoint Server 2010 Enterprise Trial (http://go.microsoft.com/fwlink/?LinkId=197414)

2010 Server Language Packs for SharePoint Server 2010, Project Server 2010, Search Server 2010, and Office Web Apps 2010 (http://go.microsoft.com/fwlink/?LinkId=197415)

Windows Server 2008 R2 and SharePoint Server 2010: Better Together (white paper) (http://technet.microsoft.com/library/849bbd03-0914-4464-b34d-24fb9eed3564(Office.14).aspx)

Business Productivity at Its Best: Microsoft Office 2010 and SharePoint Server 2010 Better Together (white paper) (http://technet.microsoft.com/library/7cb3da78-28e9-47e5-9218-fcf9d4801205(Office.14).aspx)

Windows Server 2008 (http://go.microsoft.com/fwlink/?LinkId=197426)

Windows Server 2008 R2 (http://go.microsoft.com/fwlink/?LinkId=197428)

SQL Server 2008 R2 (http://go.microsoft.com/fwlink/?LinkId=197429)

SQL Server 2008 (http://go.microsoft.com/fwlink/?LinkID=179611)

SQL Server 2005 (http://go.microsoft.com/fwlink/?LinkId=197431)

Microsoft SQL Server 2008 SP1 (http://go.microsoft.com/fwlink/?LinkId=166490)

Cumulative update package 2 for SQL Server 2008 Service Pack 1 (http://go.microsoft.com/fwlink/?LinkId=165962)

Cumulative update package 5 for SQL Server 2008 (http://go.microsoft.com/fwlink/?LinkId=197434). Download the SQL_Server_2008_RTM_CU5_SNAC file.

Microsoft SQL Server 2005 SP3 (http://go.microsoft.com/fwlink/?LinkId=166496)

Cumulative update package 3 for SQL Server 2005 Service Pack 3 (http://go.microsoft.com/fwlink/?LinkId=165748)

Microsoft Windows Server 2008 SP2 (http://go.microsoft.com/fwlink/?LinkId=166500)

Windows Server 2008 with SP 2 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=160770)

Windows Server 2008 R2 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)

Microsoft .NET Framework 3.5 Service Pack 1 (http://go.microsoft.com/fwlink/?LinkId=131037)

Microsoft SQL Server 2008 Express Edition Service Pack 1 (http://go.microsoft.com/fwlink/?LinkId=166503)

Windows Identity Foundation for Windows Server 2008 (http://go.microsoft.com/fwlink/?LinkID=160381)

Windows Identity Foundation for Windows Server 2008 R2 (http://go.microsoft.com/fwlink/?LinkID=166363)

Microsoft Sync Framework v1.0 (http://go.microsoft.com/fwlink/?LinkID=141237)

Microsoft Office 2010 Filter Packs (http://go.microsoft.com/fwlink/?LinkId=191851)

Microsoft Chart Controls for Microsoft .NET Framework 3.5 (http://go.microsoft.com/fwlink/?LinkID=141512)

Windows PowerShell 2.0 (http://go.microsoft.com/fwlink/?LinkId=161023)

Microsoft SQL Server 2008 Native Client (http://go.microsoft.com/fwlink/?LinkId=166505)

Microsoft SQL Server 2008 Analysis Services ADOMD.NET (http://go.microsoft.com/fwlink/?linkid=160390)

KB979917 - QFE for Sharepoint issues - Perf Counter fix & User Impersonation (http://go.microsoft.com/fwlink/?LinkId=192577)

For Windows Server 2008 SP2, download the Windows6.0-KB979917-x64.msu (Vista) file.

For Windows Server 2008 R2, download the Windows6.1-KB979917-x64.msu (Win7) file.

ADO.NET Data Services Update for .NET Framework 3.5 SP1 (http://go.microsoft.com/fwlink/?LinkId=163519) for Windows Server 2008 SP2

ADO.NET Data Services Update for .NET Framework 3.5 SP1 (http://go.microsoft.com/fwlink/?LinkId=163524) for Windows Server 2008 R2 or Windows 7

Microsoft Silverlight 3 (http://go.microsoft.com/fwlink/?LinkId=166506)

Microsoft Office 2010 (http://go.microsoft.com/fwlink/?LinkID=195843)

SQL Server 2008 R2 Reporting Services Add-in for Microsoft SharePoint Technologies 2010 (http://go.microsoft.com/fwlink/?LinkId=192588)

SQL Server Remote BLOB Store installation package from the Feature Pack for Microsoft SQL Server 2008 R2. For the download, go to the Download Center (http://go.microsoft.com/fwlink/?LinkID=177388).

Microsoft Server Speech Platform (http://go.microsoft.com/fwlink/?LinkID=179612)

Speech recognition language for English (http://go.microsoft.com/fwlink/?LinkID=179613)

Speech recognition language for Spanish (http://go.microsoft.com/fwlink/?LinkID=179614)

Speech recognition language for German (http://go.microsoft.com/fwlink/?LinkID=179615)

Speech recognition language for French (http://go.microsoft.com/fwlink/?LinkID=179616)

Speech recognition language for Japanese (http://go.microsoft.com/fwlink/?LinkID=179617)

Speech recognition language for Chinese (http://go.microsoft.com/fwlink/?LinkID=179618)

Office Communicator 2007 R2 (http://go.microsoft.com/fwlink/?LinkId=196930)

Microsoft SharePoint Designer 2010 (32-bit) (http://go.microsoft.com/fwlink/?LinkId=196931)

Microsoft SharePoint Designer 2010 (64-bit) (http://go.microsoft.com/fwlink/?LinkId=196932)

Plan browser support (SharePoint Server 2010)

Microsoft SharePoint Server 2010 supports several commonly used Web browsers. This article describes different levels of Web browser support, browser compatibility for published sites, and it explains how ActiveX controls affect features.

In this article:

·      About planning browser support

·      Key planning phase of browser support

·      ActiveX controls

About planning browser support

SharePoint Server 2010 supports several commonly used Web browsers. However, certain Web browsers might cause some SharePoint Server 2010 functionality to be downgraded, limited, or available only through alternative steps. In some cases, functionality might be unavailable for noncritical administrative tasks.

As part of planning your deployment of SharePoint Server 2010, we recommend that you review the browsers used in your organization to ensure optimal performance with SharePoint Server 2010.

   If you are using Microsoft Project Server 2010 in your SharePoint Server 2010 farm, pay particular attention to the differences in browser requirements. For more information, see Plan browser support (Project Server 2010) (http://technet.microsoft.com/library/3d804f63-ed37-4ec9-8100-d550dd5e5e8e(Office.14).aspx).

Key planning phase of browser support

Browser support is an important part of your SharePoint Server 2010 implementation. Before you install SharePoint Server 2010, ensure that you know which browsers SharePoint Server 2010 supports. The information in this topic covers the following areas:

·      Browser support levels

·      Browser support matrix

·      Browser details

·      Browser compatibility for publishing sites

Browser support levels

Browser support for SharePoint Server 2010 can be divided into three different levels, as follows:

Supported

A supported Web browser is a Web browser that is supported to work with SharePoint Server 2010, and all features and functionality work. If you encounter any issues, support can help you to resolve these issues.

Supported with known limitations

A supported Web browser with known limitations is a Web browser that is supported to work with SharePoint Server 2010, although there are some known limitations. Most features and functionality work, but if there is a feature or functionality that does not work or is disabled by design, documentation on how to resolve these issues is readily available.

Not tested

A Web browser that is not tested means that its compatibility with SharePoint Server 2010 is untested, and there may be issues with using the particular Web browser. SharePoint Server 2010 works best with up-to-date, standards-based Web browsers.

Browser support matrix

The following summarizes the support levels of commonly used browsers.

Supported

Internet Explorer 8 (32-bit)

Internet Explorer 7 (32-bit)

Supported with limitations

Internet Explorer 8 (64-bit)

Internet Explorer 7 (64-bit)

Mozilla Firefox 3.6 (on Windows operating systems)

Mozilla Firefox 3.6 (on non-Windows operating systems)

Safari 4.04 (on non-Windows operating systems)

Not tested

Internet Explorer 6 (32-bit)

Browser details

You should review the details of the Web browser that you have or plan to use in your organization to ensure that the Web browser works with SharePoint Server 2010 and according to your business needs.

Internet Explorer 8 (32-bit)

Internet Explorer 8 (32-bit) is supported on the following operating systems:

·      Windows Server 2008 R2

·      Windows Server 2008

·      Windows Server 2003

·      Windows 7

·      Windows Vista

·      Windows XP

Known limitations

There are no known limitations for Internet Explorer 8 (32-bit).

Internet Explorer 7 (32-bit)

Internet Explorer 7 (32-bit) is supported on the following operating systems:

·      Windows Server 2008

·      Windows Server 2003

·      Windows Vista

·      Windows XP

Known limitations

There are no known limitations for Internet Explorer 7 (32-bit).

Internet Explorer 6 (32-bit)

SharePoint Server 2010 does not support Internet Explorer 6 (32-bit). If you use publishing sites, see Browser compatibility for publishing sites in this article.

Internet Explorer 8 (64-bit)

Internet Explorer 8 (64-bit) is supported on the following operating systems:

·      Windows Server 2008 R2

·      Windows Server 2008

·      Windows Server 2003

·      Windows 7

·      Windows Vista

·      Windows XP

Known limitations

The following lists features and their known limitations in Internet Explorer 8 (64-bit).

Connect to Outlook, Connect to Office, and Sync to SharePoint Workspace: Works with an ActiveX control and the stssync:// protocol. Therefore, functionality may be limited without an ActiveX control, such as the one that is included in Microsoft Office 2010. The feature also requires an application that is compatible with the stssync:// protocol, such as Microsoft Outlook.

Datasheet view: Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control.

Edit in Microsoft Office application: Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control.

Explorer view: Removed in SharePoint Foundation 2010. Libraries that have been upgraded from earlier versions of SharePoint Foundation 2010 may still have Explorer views and these may not work.

Export to Excel: Downloads a file with an .iqy extension to the Web browser. If Microsoft Excel is not installed, and if no other application is configured to open this file, then this feature will not work.

File upload and copy: Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control.

Microsoft InfoPath 2010 integration: Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control.

Microsoft PowerPoint 2010 Picture Library integration: Requires a 64-bit ActiveX control, such as the one that is delivered in Microsoft Office 2010. The user can use the following workarounds when no control has been installed:

If a user wants to upload multiple pictures in a picture library, the user must upload one picture at a time by using Upload.aspx.

If a user wants to edit a picture in a picture library, the user must download the picture, edit it, and then upload the picture to the picture library.

If a user wants to download more than one picture from a picture library, the user must download one picture at a time by clicking on the picture link.

Microsoft Visio 2010 diagram creation: Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control.

New Document: Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control. Although the New Document command may not work, you can use the Upload Document functionality. If you install and configure Office Web Applications on the server, the New Document command works, and you can create an Office document in your browser.

Send To: Can leverage a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control. Without the control, files cannot be sent from one SharePoint farm to another SharePoint farm. However, files can still be sent from one site to another site.

Signing Forms (InfoPath Form Services): Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control.

Spreadsheet and Database integration: Require a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control. The user can use the following workarounds when no control has been installed:

If a user wants to edit a document, the user must download the document, edit it, and then save it back to the server.

In a list that requires a document to be checked out for editing, a user must use the Edit menu to check out the document, edit it, and then check it in by using the Edit menu.

Export to spreadsheet. Users can export a SharePoint list as a spreadsheet by clicking Export to Spreadsheet on the List tab on the ribbon.

Web Part to Web Part Connections: May require deactivation of browsers pop-up blockers for SharePoint sites.

Slide library and PowerPoint 2010 integration: Require a 64-bit ActiveX control. The user can use the following workarounds when no control has been installed:

Delete a slide. Users can delete a slide by first clicking the slide, and then clicking Delete Slide. Repeat for each slide.

Internet Explorer 7 (64-bit)

Internet Explorer 7 (64-bit) is supported on the following operating systems:

·      Windows Server 2008

·      Windows Server 2003

·      Windows Vista

·      Windows XP

Known limitations

The following lists features and their known limitations in Internet Explorer 7 (64-bit):

Connect to Outlook, Connect to Office, and Sync to SharePoint Workspace: Works with an ActiveX control and the stssync:// protocol. Therefore, functionality may be limited without an ActiveX control, such as the one that is included in Microsoft Office 2010. This feature requires an application that is compatible with the stssync:// protocol, such as Microsoft Outlook.

Datasheet view: Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control.

Edit in Microsoft Office application: Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control.

Explorer view: Removed in SharePoint Foundation 2010. Libraries that have been upgraded from earlier versions of SharePoint Foundation 2010 may still have Explorer views.

Export to Excel: Downloads a file with an .iqy extension to the Web browser. If Microsoft Excel is not installed, and if no other application is configured to open this file, then this feature will not work.

File upload and copy: Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control.

Microsoft InfoPath 2010 integration: Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control.

Microsoft PowerPoint 2010 Picture Library integration: Requires a 64-bit ActiveX control, such as the one that is delivered in Microsoft Office 2010. The user can use the following workarounds when no control has been installed:

If a user wants to upload multiple pictures in a picture library, the user must upload one picture at a time by using Upload.aspx.

If a user wants to edit a picture in a picture library, the user must download the picture, edit it, and then upload the picture to the picture library.

If a user wants to download more than one picture from a picture library, the user must download one picture at a time by clicking on the picture link.

Microsoft Visio 2010 diagram creation: Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control.

New Document: Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control. Although the New Document command may not work, you can use the Upload Document functionality. If you install and configure Office Web Applications on the server, the New Document command works, and you can create an Office document in your browser.

Send To: Can leverage a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control. Without the control, files cannot be sent from one SharePoint farm to another SharePoint farm. However, files can still be sent from one site to another site.

Signing Forms (InfoPath Form Services): Requires a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control.

Spreadsheet and Database integration: Require a 64-bit ActiveX control. Microsoft Office 2010 does not provide a 64-bit version of this control. The user can use the following workarounds when no control has been installed:

If a user wants to edit a document, the user must download the document, edit it, and then save it back to the server.

In a list that requires a document to be checked out for editing, a user must use the Edit menu to check out the document, edit it, and then check it in by using the Edit menu.

Export to spreadsheet. Users can export a SharePoint list as a spreadsheet by clicking Export to Spreadsheet on the List tab on the ribbon.

Web Part to Web Part Connections: May require deactivation of browsers pop-up blockers for SharePoint sites.

Slide library and PowerPoint 2010 integration: Require a 64-bit ActiveX control. The user can use the following workarounds when no control has been installed:

Delete a slide. Users can delete a slide by first clicking the slide, and then clicking Delete Slide. Repeat for each slide.

Mozilla Firefox 3.6 (on Windows operating systems)

Mozilla Firefox 3.6 is supported on the following operating systems:

·      Windows Server 2008 R2

·      Windows Server 2008

·      Windows Server 2003

·      Windows 7

·      Windows Vista

·      Windows XP

Known limitations

The following lists features and their known limitations in Mozilla Firefox 3.6 (on Windows operating systems).

Connect to Outlook, Connect to Office, and Sync to SharePoint Workspace: Works with an ActiveX control, but requires a Firefox control adaptor. Microsoft Office 2010 does not provide a Firefox control adaptor for this control. The feature also requires an application that is compatible with the stssync:// protocol, such as Microsoft Outlook.

Datasheet view: Requires an ActiveX control, such as the one that is delivered in Microsoft Office 2010, and a Firefox control adaptor. Microsoft Office 2010 does not provide a Firefox control adaptor for this control.

Drag and Drop Web Parts: Cannot be moved by using drag and drop on Web Part pages. Users must click Edit on the Web Part, select Modify Web Part, and then select the zone from the Layout section of the Web Part properties page. Web Parts can be moved using drag and drop on Pages.

Edit in Microsoft Office application: Requires an ActiveX control, such as the one that is delivered in SharePoint Foundation 2010, and a Firefox control adaptor. For more information about Microsoft Office 2010 Firefox Plug-in, see FFWinPlugin Plug-in (http://go.microsoft.com/fwlink/?LinkId=199867). If you install and configure the Office Web Applications on the server, the Edit functionality works and you can modify Office documents in your browser. This functionality only works with Microsoft Office 2010 or an equivalent product together with a Firefox plug-in.

Explorer view: Removed in SharePoint Foundation 2010. Libraries that have been upgraded from earlier versions of SharePoint Foundation 2010 may still have Explorer views, and these may not work. Explorer view requires Internet Explorer.

Export to Excel: Downloads a file with an .iqy extension to the Web browser. If Microsoft Excel is not installed, and if no other application is configured to open this file, then this feature will not work.

File upload and copy: Requires an ActiveX control, such as the one that is delivered in Microsoft Office 2010, and a Firefox control adaptor. Microsoft Office 2010 does not provide a Firefox control adaptor for this control.

Microsoft InfoPath 2010 integration: Requires an ActiveX control, such as the one that is delivered in Microsoft Office 2010, and a Firefox control adaptor. Microsoft Office 2010 does not provide a Firefox control adaptor for this control.

Microsoft PowerPoint 2010 Picture Library integration: Requires an ActiveX control, such as the one that is delivered in Microsoft Office 2010, and a Firefox control adaptor. Microsoft Office 2010 does not provide a Firefox control adaptor for this control. The user can use the following workarounds when no control has been installed:

If a user wants to upload multiple pictures in a picture library, the user must upload one picture at a time by using Upload.aspx.

If a user wants to edit a picture in a picture library, the user must download the picture, edit it, and then upload the picture to the picture library.

If a user wants to download more than one picture from a picture library, the user must download one picture at a time by clicking on the picture link.

Microsoft Visio 2010 diagram creation: Requires an ActiveX control, such as the one delivered in Microsoft Office 2010, and a Firefox control adaptor. Microsoft Office 2010 does not provide a Firefox control adaptor for this control.

New Document: Requires an ActiveX control, such as the one delivered in Microsoft Office 2010, and a Firefox control adaptor. For more information about Microsoft Office 2010 Firefox Plug-in, see FFWinPlugin Plug-in (http://go.microsoft.com/fwlink/?LinkId=199867). Although the New Document command may not work, you can use the Upload Document functionality. If you install and configure Office Web Applications on the server, the New Document command works, and you can create an Office document in your browser.

Rich Text Editor – Basic Toolbar: A user can update the Rich Text Editor basic toolbar to a Full Rich Text Editor that includes the ribbon by changing the field's properties, as follows: On the FldEdit.aspx, in the List Settings menu, select Specific Field Settings. Next, under Columns, click Description. In the Additional Columns Settings section, under Specify the type of text to allow, select Enhanced rich text (Rich text with pictures, tables, and hyperlinks).

Send To: Can leverage an ActiveX control, such as the one that is delivered in Microsoft Office 2010, and a Firefox control adaptor. Microsoft Office 2010 does not provide a Firefox control adaptor for this control. Without the control, files cannot be sent from one SharePoint farm to another SharePoint farm. However, files can still be sent from one site to another site.

Signing Forms (InfoPath Form Services): Requires an ActiveX control, such as the one that is delivered in Microsoft Office 2010, and a Firefox control adaptor. Microsoft Office 2010 does not provide a Firefox control adaptor for this control.

Spreadsheet and Database integration: Require ActiveX controls, such as those that are delivered in Microsoft Office 2010, and Firefox control adaptors. Microsoft Office 2010 does not provide a Firefox control adaptor for this control. The user can use the following workarounds when no control has been installed:

If a user wants to edit a document, the user must download the document, edit it, and then save it back to the server.

In a list that requires a document to be checked out for editing, a user must use the Edit menu to check out the document, edit it, and then check it in by using the Edit menu.

Export to spreadsheet. Users can export a SharePoint list as a spreadsheet by clicking Export to Spreadsheet on the List tab on the ribbon.

Web Part to Web Part Connections: May require deactivation of browsers pop-up blockers for SharePoint sites.

Slide library and PowerPoint 2010 integration: Require ActiveX controls, such as those that are delivered in Microsoft Office 2010, and Firefox control adaptors. Microsoft Office 2010 does not provide a Firefox control adaptor for this control. The user can use the following workarounds when no control has been installed:

Delete a slide. Users can delete a slide by first clicking the slide, and then clicking Delete Slide. Repeat for each slide.

The following features do not work on this platform:

Copy a slide to a presentation. This feature enables users to add a slide to a PowerPoint 2010 presentation.

Publish a slide. This feature enables users to upload a single slide from a PowerPoint 2010 presentation to a slide library. Microsoft Office must be installed on the client computer.

Mozilla FireFox 3.6 (on non-Windows operating systems)

Mozilla FireFox 3.6 is supported on the following operating systems:

·      Mac OSX

·      UNIX/Linux

Known limitations

The following lists features and their known limitations in Mozilla FireFox 3.6 (on non-Windows operating systems).

Connect to Outlook, Connect to Office, and Sync to SharePoint Workspace: Requires an application that is compatible with the stssync:// protocol, such as Microsoft Outlook.

Datasheet view: Requires an ActiveX control that is not supported on this platform. Microsoft Office 2010 does not provide a Firefox control adaptor for this control.

Drag and Drop Web Parts: Cannot be moved by using drag and drop on Web Part pages. Users must click Edit on the Web Part, select Modify Web Part, and then select the zone from the Layout section of the Web Part properties page. Web Parts can be moved using drag and drop on Pages.

Edit in Microsoft Office application: Requires an ActiveX control that is not supported on this platform. If you install and configure the Office Web Applications on the server, the Edit functionality works and you can modify Office documents in your browser.

Explorer view: Removed in SharePoint Foundation 2010. Libraries that have been upgraded from earlier versions of SharePoint Foundation 2010 may still have Explorer views, and these may not work. Explorer view requires Internet Explorer.

Export to Excel: Downloads a file with an .iqy extension to the Web browser. Requires an application that is configured to open this file.

File upload and copy: Requires an ActiveX control that is not support on this platform.

Microsoft InfoPath 2010 integration: Requires an ActiveX control that is not support on this platform.

Microsoft PowerPoint 2010 Picture Library integration: Requires an ActiveX control that is not supported on this platform. Microsoft Office 2010 does not provide a Firefox control adaptor for this control. The user can use the following workarounds when no control has been installed:

If a user wants to upload multiple pictures in a picture library, the user must upload one picture at a time by using Upload.aspx.

If a user wants to edit a picture in a picture library, the user must download the picture, edit it, and then upload the picture to the picture library.

If a user wants to download more than one picture from a picture library, the user must download one picture at a time by clicking on the picture link.

Microsoft Visio 2010 diagram creation: Requires an ActiveX control that is not supported on this platform.

New Document: Requires an ActiveX control that is not supported on this platform. Although the New Document command may not work, you can use the Upload Document functionality. If you install and configure Office Web Applications on the server, the New Document command works, and you can create an Office document in your browser.

Rich Text Editor – Basic Toolbar: A user can update the Rich Text Editor basic toolbar to a Full Rich Text Editor that includes the ribbon by changing the field's properties, as follows: On the FldEdit.aspx, in the List Settings menu, select Specific Field Settings. Next, under Columns, click Description. In the Additional Columns Settings section, under Specify the type of text to allow, select Enhanced rich text (Rich text with pictures, tables, and hyperlinks).

Send To: Can leverage an ActiveX control that is not supported on this platform. Without the control, files cannot be sent from one SharePoint farm to another SharePoint farm. However, files can still be sent from one site to another site.

Signing Forms (InfoPath Form Services): Requires an ActiveX control that is not supported on this platform.

Spreadsheet and Database integration: Require ActiveX controls that is not supported on this platform. The user can use the following workarounds when no control has been installed:

If a user wants to edit a document, the user must download the document, edit it, and then save it back to the server.

In a list that requires a document to be checked out for editing, a user must use the Edit menu to check out the document, edit it, and then check it in by using the Edit menu.

Export to spreadsheet. Users can export a SharePoint list as a spreadsheet by clicking Export to Spreadsheet on the List tab on the ribbon.

Web Part to Web Part Connections: May require deactivation of browsers pop-up blockers for SharePoint sites.

Slide library and PowerPoint 2010 integration: Require ActiveX controls that is not supported on this platform. The user can use the following workarounds when no control has been installed:

Delete a slide. Users can delete a slide by first clicking the slide, and then clicking Delete Slide. Repeat for each slide.

The following features do not work on this platform:

Copy a slide to a presentation. This feature enables users to add a slide to a PowerPoint 2010 presentation.

Publish a slide. This feature enables users to upload a single slide from a PowerPoint 2010 presentation to a slide library. Microsoft Office must be installed on the client computer.

Note:

FireFox browsers on UNIX/Linux systems may not work with the Web Part menu.

Note:

Some ActiveX features, such as list Datasheet view and the control that displays user presence information, do not work in Mozilla Firefox 3.6. Firefox users can use the Microsoft Office 2010 Firefox Plug-in to launch documents.

Safari 4.04 (on non-Windows operating systems)

Safari 4.0.4 is supported on the following operating systems:

·      Mac OSX (Version 10.6, Snow Leopard)

Known limitations

The following lists features and their known limitations in Safari 4.04 (on non-Windows operating systems).

Connect to Outlook, Connect to Office, and Sync to SharePoint Workspace: Requires an application that is compatible with the stssync:// protocol, such as Microsoft Outlook.

Datasheet view: Requires an ActiveX control that is not supported on this platform.

Drag and Drop Web Parts: Cannot be moved by using drag and drop on Web Part pages. Users must click Edit on the Web Part, select Modify Web Part, and then select the zone from the Layout section of the Web Part properties page. Web Parts can be moved using drag and drop on Pages.

Edit in Microsoft Office application: Requires an ActiveX control that is not supported on this platform. If you install and configure the Office Web Applications on the server, the Edit functionality works and you can modify Office documents in your browser.

Explorer view: Removed in SharePoint Foundation 2010. Libraries that have been upgraded from earlier versions of SharePoint Foundation 2010 may still have Explorer views. Explorer view requires Internet Explorer.

Export to Excel: Downloads a file with an .iqy extension to the Web browser. Requires an application that is configured to open this file.

File upload and copy: Requires an ActiveX control that is not supported on this platform.

Microsoft InfoPath 2010 integration: Requires an ActiveX control that is not supported on this platform.

Microsoft PowerPoint 2010 Picture Library integration: Requires an ActiveX control that is not supported on this platform. The user can use the following workarounds when no control has been installed:

If a user wants to upload multiple pictures in a picture library, the user must upload one picture at a time by using Upload.aspx.

If a user wants to edit a picture in a picture library, the user must download the picture, edit it, and then upload the picture to the picture library.

If a user wants to download more than one picture from a picture library, the user must download one picture at a time by clicking on the picture link.

Microsoft Visio 2010 diagram creation: Requires an ActiveX control that is not supported on this platform.

New Document: Requires an ActiveX control that is not supported on this platform. Although the New Document command may not work, you can use the Upload Document functionality. If you install and configure Office Web Applications on the server, the New Document command works, and you can create an Office document in your browser.

Rich Text Editor – Basic Toolbar: A user can update the Rich Text Editor basic toolbar to a Full Rich Text Editor that includes the ribbon by changing the field's properties, as follows: On the FldEdit.aspx, in the List Settings menu, select Specific Field Settings. Next, under Columns, click Description. In the Additional Columns Settings section, under Specify the type of text to allow, select Enhanced rich text (Rich text with pictures, tables, and hyperlinks).

Send To: Can leverage an ActiveX control that is not supported on this platform. Without the control, files cannot be sent from one SharePoint farm to another SharePoint farm. However, files can still be sent from one site to another site.

Signing Forms (InfoPath Form Services): Requires an ActiveX control that is not supported on this platform.

Spreadsheet and Database integration: Require ActiveX controls that are not supported on this platform. The user can use the following workarounds when no control has been installed:

If a user wants to edit a document, the user must download the document, edit it, and then save it back to the server.

In a list that requires a document to be checked out for editing, a user must use the Edit menu to check out the document, edit it, and then check it in by using the Edit menu.

Export to spreadsheet. Users can export a SharePoint list as a spreadsheet by clicking Export to Spreadsheet on the List tab on the ribbon.

Web Part to Web Part Connections: May require deactivation of browsers pop-up blockers for SharePoint sites.

Slide library and PowerPoint 2010 integration: Require ActiveX controls that is not supported on this platform. The user can use the following workarounds when no control has been installed:

Delete a slide. Users can delete a slide by first clicking the slide, and then clicking Delete Slide. Repeat for each slide.

The following features do not work on this platform:

Copy a slide to a presentation. This feature enables users to add a slide to a PowerPoint 2010 presentation.

Publish a slide. This feature enables users to upload a single slide from a PowerPoint 2010 presentation to a slide library. Microsoft Office must be installed on the client computer.

Browser compatibility for publishing sites

For publishing sites, the Web Content Management features built into SharePoint Server 2010 provide a deep level of control over the markup and styling of the reader experience. Page designers can use these features to help ensure that the pages they design are compatible with additional browsers, including Internet Explorer 6, for viewing content. However, it is the page designers’ responsibility to create pages that are compatible with the browsers that they want to support.

A standards-based browser, such as Internet Explorer 8 or Firefox 3.x, is required to author content.

ActiveX controls

Some of the features in SharePoint Server 2010 use ActiveX controls. In secure environments, these controls must be able to work on the client computer before their features will function. Some ActiveX controls, such as those included in Microsoft Office 2010, does not work with 64-bit browser versions. For Microsoft Office 2010 (64-bit), only the following controls work with 64-bit browsers:

·      ppslax.dll – Slide library and PowerPoint 2010 integration

·      name.dll – Presence information

Deploy a single server with SQL Server (SharePoint Server 2010)

This article describes how to perform a clean installation of Microsoft SharePoint Server 2010 on a single server farm.

In this article:

·      Overview

·      Before you begin

·      Install SharePoint Server 2010

·      Post-installation steps

Overview

When you install SharePoint Server 2010 on a single server farm, you can configure SharePoint Server 2010 to meet your specific needs. After Setup and the SharePoint Products Configuration Wizard have been completed, you will have installed binaries, configured security permissions, registry settings, the configuration database, and the content database, and installed the SharePoint Central Administration Web site. Next, you can choose to run the Farm Configuration Wizard to configure the farm, select the services that you want to use in the farm, and create the first site collection, or you can manually perform the farm configuration at your own pace.

A single server farm typically consists of one server that runs both Microsoft SQL Server and SharePoint Server 2010. You can deploy SharePoint Server 2010 in a single server farm environment if you are hosting only a few sites for a limited number of users. This configuration is also useful if you want to configure a farm to meet your needs first, and then add servers to the farm at a later stage.

Note:

This guide does not explain how to install SharePoint Server 2010 in a multiple server farm environment or how to upgrade from previous releases of SharePoint Server. For more information, see Multiple servers for a three-tier farm (SharePoint Server 2010) (http://technet.microsoft.com/library/4982a861-ad5c-43e4-a49f-958afd4370aa(Office.14).aspx). For more information about upgrade, see Upgrading to SharePoint Server 2010 (http://technet.microsoft.com/library/396c85d9-4b86-484e-9cc5-f6c4d725c578(Office.14).aspx).

Before you begin

Before you begin deployment, do the following:

Ensure that you are familiar with the operating-system guidelines described in Performance Tuning Guidelines for Windows Server 2008 (http://www.microsoft.com/whdc/system/sysperf/Perf_tun_srv.mspx) and Performance Tuning Guidelines for Windows Server 2008 R2 (http://www.microsoft.com/whdc/system/sysperf/Perf_tun_srv-R2.mspx).

Ensure that you have met all hardware and software requirements. For more information, see Hardware and software requirements (SharePoint Server 2010).

Ensure that you perform a clean installation of SharePoint Server 2010. You cannot install the RTM version of SharePoint Server 2010 without first removing the beta version of SharePoint Server 2010.

Ensure that you are prepared to set up the required accounts with appropriate permissions, as described in Administrative and service accounts required for initial deployment (SharePoint Server 2010) (http://technet.microsoft.com/library/06765032-fedb-4b73-a019-f096b48cd2a8(Office.14).aspx).

Note:

As a security best practice, we recommend that you install SharePoint Server 2010 by using least-privilege administration.

Ensure that you have decided which services to use for your Web application, as described in Configure services (SharePoint Server 2010) (http://technet.microsoft.com/library/2258fc12-68ad-4175-9735-812768a80093(Office.14).aspx).

Note:

If you want to use User Profile Synchronization for your My Sites, then you must configure your permissions correctly in directory services and business systems before you install SharePoint Server 2010. For more information, see Plan for profile synchronization (SharePoint Server 2010) (http://technet.microsoft.com/library/8451dde9-bbd1-4285-bc24-71bd795fb912(Office.14).aspx) and Configure profile synchronization (SharePoint Server 2010) (http://technet.microsoft.com/library/144e5f6e-0c9c-4f01-9b1f-26190d527e85(Office.14).aspx).

Install SharePoint Server 2010

To install and configure SharePoint Server 2010, follow these steps:

1.   Run the Microsoft SharePoint Products Preparation Tool, which installs all required prerequisites to use SharePoint Server.

2.   Run Setup, which installs binaries, configures security permissions, and edits registry settings for SharePoint Server 2010.

3.   Run SharePoint Products Configuration Wizard, which installs and configures the configuration database, the content database, and installs the SharePoint Central Administration Web site.

4.   Configure browser settings.

5.   Run the Farm Configuration Wizard, which configures the farm, creates the first site collection, and selects the services that you want to use in the farm.

6.   Perform post-installation steps.

Important:

To complete the following procedures, you must be a member of the Administrators group on the local computer.

Run the Microsoft SharePoint Products Preparation Tool

Use the following procedure to install software prerequisites for SharePoint Server 2010.

To run the Microsoft SharePoint Products Preparation Tool

1.   Insert your SharePoint Server 2010 installation disc.

2.   On the SharePoint Server 2010 Start page, click Install software prerequisites.

Note:

Because the prerequisite installer downloads components from the Microsoft Download Center, you must have Internet access on the computer on which you are installing SharePoint Server.

3.   On the Welcome to the Microsoft SharePoint Products Preparation Tool page, click Next.

4.   On the License Terms for software product page, review the terms, select the I accept the terms of the License Agreement(s) check box, and then click Next.

5.   On the Installation Complete page, click Finish.

Run Setup

The following procedure installs binaries, configures security permissions, and edits registry settings for SharePoint Server 2010. At the end of Setup, you can choose to start the SharePoint Products Configuration Wizard, which is described later in this section.

To run Setup

1.   On the SharePoint Server 2010 Start page, click Install SharePoint Server.

2.   On the Enter Your Product Key page, enter your product key, and then click Continue.

3.   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.

4.   On the Choose the installation you want page, click Server farm.

5.   On the Server Type tab, click Complete.

6.   Optional: To install SharePoint Server 2010 at a custom location, click the File Location tab, and then either type the location or click Browse to find the location.

7.   Click Install Now.

8.   When Setup finishes, a dialog box prompts you to complete the configuration of your server. Ensure that the Run the SharePoint Products and Technologies Configuration Wizard now check box is selected.

9.   Click Close to start the configuration wizard.

Note:

If Setup fails, check log files in the Temp folder of the user who ran Setup. Ensure that you are logged in as the user who ran Setup, and then type %temp% in the location bar in Windows Explorer. If the path in Windows Explorer resolves to a location that ends in a "1" or "2", you will need to navigate up one level to view the log files. The log file name is SharePoint Server Setup (<timestamp>).

Tip:

If you have closed the SharePoint Products Configuration Wizard, you can access it by clicking Start, pointing to All Programs, and then clicking Microsoft SharePoint 2010 Products. If the User Account Control dialog box appears, click Continue.

Run the SharePoint Products Configuration Wizard

Use the following procedure to install and configure the configuration database and the content database, and install the SharePoint Central Administration Web site.

To run the SharePoint Products Configuration Wizard

1.   On the Welcome to SharePoint Products page, click Next.

2.   In the dialog box that notifies you that some services might need to be restarted during configuration, click Yes.

3.   On the Connect to a server farm page, click Create a new server farm, and then click Next.

4.   On the Specify Configuration Database Settings page, do the following:

a.   In the Database server box, type the name of the computer that is running SQL Server.

b.   In the Database name box, type a name for your configuration database or use the default database name. The default name is SharePoint_Config.

c.   In the Username box, type the user name of the server farm account. Ensure that you type the user name in the format DOMAIN\user name.

Important:

The server farm account is used to create and access your configuration database. It also acts as the application pool identity account for the SharePoint Central Administration application pool, and it is the account under which the Microsoft SharePoint Foundation Workflow Timer service runs. The SharePoint Products Configuration Wizard adds this account to the SQL Server Login accounts, the SQL Server dbcreator server role, and the SQL Server securityadmin server role. The user account that you specify as the service account must be a domain user account, but it does not need to be a member of any specific security group on your front-end Web servers or your database servers. We recommend that you follow the principle of least privilege and specify a user account that is not a member of the Administrators group on your front-end Web servers or your database servers.

d.   In the Password box, type the user password.

5.   Click Next.

6.   On the Specify Farm Security Settings page, type a passphrase, and then click Next.

Ensure that the passphrase meets the following criteria:

·      Contains at least eight characters

·      Contains at least three of the following four character groups:

·      English uppercase characters (from A through Z)

·      English lowercase characters (from a through z)

·      Numerals (from 0 through 9)

·      Nonalphabetic characters (such as !, $, #, %)

Note:

Although a passphrase is similar to a password, it is usually longer to enhance security. It is used to encrypt credentials of accounts that are registered in SharePoint Server; for example, the SharePoint Server system account that you provide when you run the SharePoint Products Configuration Wizard. Ensure that you remember the passphrase, because you must use it each time you add a server to the farm.

7.   On the Configure SharePoint Central Administration Web Application page, do the following:

a.   Either select the Specify port number check box and type the port number you want the SharePoint Central Administration Web application to use, or leave the Specify port number check box cleared if you want to use the default port number.

b.   Click either NTLM or Negotiate (Kerberos).

8.   Click Next.

9.   On the Completing the SharePoint Products Configuration Wizard page, review your configuration settings to verify that they are correct, and then click Next.

Note:

The Advanced Settings option is not available in SharePoint Server 2010.

10.  On the Configuration Successful page, click Finish.

Note:

If the SharePoint Products Configuration Wizard fails, check the PSCDiagnostics log files, which are located on the drive on which SharePoint Server is installed, in the %COMMONPROGRAMFILES%\Microsoft Shared\Web Server Extensions\14\LOGS folder.

Note:

If you are prompted for your user name and password, you might need to add the SharePoint Central Administration Web site to the list of trusted sites and configure user authentication settings in Internet Explorer. You might also want to disable the Internet Explorer Enhanced Security settings. Instructions for how to configure or disable these settings are provided in the following section.

Tip:

If you see a proxy server error message, you might need to configure your proxy server settings so that local addresses bypass the proxy server. Instructions for configuring proxy server settings are provided in the following section.

Configure browser settings

After you run the SharePoint Products Configuration Wizard, you should ensure that SharePoint Server works properly for local administrators in your environment by configuring additional settings in Internet Explorer.

Note:

If local administrators are not using Internet Explorer, you might need to configure additional settings. For information about supported browsers, see Plan browser support (SharePoint Server 2010).

If you are prompted for your user name and password, perform the following procedures:

·      Add the SharePoint Central Administration Web site to the list of trusted sites

·      Disable Internet Explorer Enhanced Security settings

If you receive a proxy server error message, perform the following procedure:

·      Configure proxy server settings to bypass the proxy server for local addresses

For more information, see Getting Started with IEAK 8 (http://go.microsoft.com/fwlink/?LinkId=151359&clcid=0x409).

To add the Central Administration Web site to the list of trusted sites

1.   In Internet Explorer, on the Tools menu, click Internet Options.

2.   On the Security tab, in the Select a zone to view or change security settings area, click Trusted Sites, and then click Sites.

3.   Clear the Require server verification (https:) for all sites in this zone check box.

4.   In the Add this Web site to the zone box, type the URL to your site, and then click Add.

5.   Click Close to close the Trusted Sites dialog box.

6.   Click OK to close the Internet Options dialog box.

To disable Internet Explorer Enhanced Security settings

1.   Click Start, point to All Programs, point to Administrative Tools, and then click Server Manager.

2.   In Server Manager, select the root of Server Manager.

3.   In the Security Information section, click Configure IE ESC.

The Internet Explorer Enhanced Security Configuration dialog box opens.

4.   In the Administrators section, click Off to disable the Internet Explorer Enhanced Security settings, and then click OK.

To configure proxy server settings to bypass the proxy server for local addresses

1.   In Internet Explorer, on the Tools menu, click Internet Options.

2.   On the Connections tab, in the Local Area Network (LAN) settings area, click LAN Settings.

3.   In the Automatic configuration area, clear the Automatically detect settings check box.

4.   In the Proxy Server area, select the Use a proxy server for your LAN check box.

5.   Type the address of the proxy server in the Address box.

6.   Type the port number of the proxy server in the Port box.

7.   Select the Bypass proxy server for local addresses check box.

8.   Click OK to close the Local Area Network (LAN) Settings dialog box.

9.   Click OK to close the Internet Options dialog box.

Run the Farm Configuration Wizard

You have now completed Setup and the initial configuration of SharePoint Server 2010. You have created the SharePoint Central Administration Web site. You can now create your farm and sites, and you can select services by using the Farm Configuration Wizard.

To run the Farm Configuration Wizard

1.   On the SharePoint Central Administration Home page, under Quick Launch, click Configuration Wizards, and then click Launch the Farm Configuration Wizard.

2.   On the Help Make SharePoint Better page, click one of the following options, and then click OK:

·      Yes, I am willing to participate (Recommended.)

·      No, I don’t want to participate.

3.   On the Configure your SharePoint farm page, click Walk me through the settings using this wizard, and then click Next.

4.   On the Configure your SharePoint farm page, in the Service Account section, click the service account option that you want to use to configure your services.

Note

For security reasons, we recommend that you use a different account from the farm administrator account to configure services in the farm.

If you decide to use an existing managed account — that is, an account that SharePoint Server is aware of — ensure that you click that option before you continue.

5.   Select the services that you want to use in the farm, and then click Next.

Note:

For more information, see Configure services (SharePoint Server 2010) (http://technet.microsoft.com/library/2258fc12-68ad-4175-9735-812768a80093(Office.14).aspx). If you are using Microsoft Office Web Apps, see Office Web Apps (Installed on SharePoint 2010 Products) (http://technet.microsoft.com/library/8a58e6c2-9a0e-4355-ae41-4df25e5e6eee(Office.14).aspx).

6.   On the Create Site Collection page, do the following:

a.   In the Title and Description section, in the Title box, type the name of your new site.

b.   Optional: In the Description box, type a description of what the site contains.

c.   In the Web Site Address section, select a URL path for the site.

d.   In the Template Selection section, in the Select a template list, select the template that you want to use for the top-level site in the site collection.

Note:

To view a template or a description of a template, click any template in the Select a template list.

7.   Click OK.

8.   On the Configure your SharePoint farm page, review the summary of the farm configuration, and then click Finish.

Post-installation steps

After you install and configure SharePoint Server 2010, your browser window opens to the Central Administration Web site of your new SharePoint site. Although you can start adding content to the site or customizing the site, we recommend that you first perform the following administrative tasks by using the SharePoint Central Administration Web site.

Configure usage and health data collection   You can configure usage and health data collection in your server farm. The system writes usage and health data to the logging folder and to the logging database. For more information, see Configure usage and health data collection (SharePoint Server 2010) (http://technet.microsoft.com/library/33ed78c8-25fc-48ea-b0c1-50b540213cff(Office.14).aspx).

Configure diagnostic logging   You can configure diagnostic logging that might be required after initial deployment or upgrade. The default settings are sufficient for most situations, but depending upon the business needs and lifecycle of the farm, you might want to change these settings. For more information, see Configure diagnostic logging (SharePoint Server 2010) (http://technet.microsoft.com/library/faab1eb4-5848-4970-b13f-ba6df14272fe(Office.14).aspx).

Configure incoming e-mail   You can configure incoming e-mail so that SharePoint sites accept and archive incoming e-mail. You can also configure incoming e-mail so that SharePoint sites can archive e-mail discussions as they happen, save e-mailed documents, and show e-mailed meetings on site calendars. In addition, you can configure the SharePoint Directory Management Service to provide support for e-mail distribution list creation and management. For more information, see Configure incoming e-mail (SharePoint Server 2010) (http://technet.microsoft.com/library/88317397-e0cb-47c7-9093-7872bc685213(Office.14).aspx).

Configure outgoing e-mail   You can configure outgoing e-mail so that your Simple Mail Transfer Protocol (SMTP) server sends e-mail alerts to site users and notifications to site administrators. You can configure both the "From" e-mail address and the "Reply" e-mail address that appear in outgoing alerts. For more information, see Configure outgoing e-mail (SharePoint Server 2010) (http://technet.microsoft.com/library/f3ccc8bd-922e-49f6-9929-b5b8a6982d76(Office.14).aspx).

Configure a mobile account   You can configure a mobile account so that SharePoint sends text message (SMS) alerts to your, or site users', mobile phones. For more information, see Configure a mobile account (SharePoint Server 2010) (http://technet.microsoft.com/library/cbfdb741-64e5-4170-adc2-46be4ff7d82b(Office.14).aspx).

Install and configure Remote BLOB Storage   You can install and configure Remote BLOB Storage (RBS) for an instance of SQL Server 2008 that supports a SharePoint farm. For more information, see Install and configure Remote BLOB Storage (RBS) with the FILESTREAM provider (SharePoint Server 2010) (http://technet.microsoft.com/library/4cf30b48-f908-4774-920c-d2f2916f2c1b(Office.14).aspx).

Configure Search settings   You can configure Search settings to crawl the content in SharePoint Server 2010. For more information, see Post-installation steps for search (SharePoint Server 2010) (http://technet.microsoft.com/library/c2fab560-bdc2-4093-a6a5-979dcda5bc4d(Office.14).aspx).

Configure and use the Exchange connector   You can create a crawl rule and add a content source for crawling Microsoft Exchange Server public folders. For more information, see Configure and use the Exchange connector (SharePoint Server 2010) (http://technet.microsoft.com/library/f7d275e9-be62-4046-9793-ae637ebe0568(Office.14).aspx).

Deploy a single server with a built-in database (SharePoint Server 2010)

This article describes how to perform a clean installation of Microsoft SharePoint Server 2010 on a single server with a built-in database.

In this article:

·      Overview

·      Before you begin

·      Install SharePoint Server 2010

·      Post-installation steps

Overview

You can quickly publish a SharePoint site by deploying SharePoint Server 2010 on a single server with a built-in database. This configuration is useful if you want to evaluate SharePoint Server 2010 features and capabilities, such as collaboration, document management, and search. This configuration is also useful if you are deploying a small number of Web sites and you want to minimize administrative overhead. When you deploy SharePoint Server 2010 on a single server with a built-in database by using the default settings, Setup installs Microsoft SQL Server 2008 Express and the SharePoint product, and then the SharePoint Products Configuration Wizard creates the configuration database and content database for your SharePoint sites. Additionally, the SharePoint Products Configuration Wizard installs the SharePoint Central Administration Web site and creates your first SharePoint site collection.

Note:

This article does not describe how to install SharePoint Server 2010 in a farm environment, or how to upgrade from previous releases of SharePoint Server. For more information about installing SharePoint Server 2010 on a single server farm, see Deploy a single server with SQL Server (SharePoint Server 2010). For more information about installing SharePoint Server 2010 on a multiple server farm, see Multiple servers for a three-tier farm (SharePoint Server 2010) (http://technet.microsoft.com/library/4982a861-ad5c-43e4-a49f-958afd4370aa(Office.14).aspx). For more information about upgrade, see Upgrading to SharePoint Server 2010 (http://technet.microsoft.com/library/396c85d9-4b86-484e-9cc5-f6c4d725c578(Office.14).aspx).

Consider the following restrictions of this method of installation:

You cannot install the single server with built-in database version of SharePoint Server on a domain controller.

A SQL Server 2008 Express database cannot be larger than 4 GB.

You cannot use User Profile Synchronization in a single server with built-in database installation. If you want to use User Profile Synchronization, you must use a server farm installation of SharePoint. For more information, see Deploy a single server with SQL Server (SharePoint Server 2010) or Multiple servers for a three-tier farm (SharePoint Server 2010) (http://technet.microsoft.com/library/4982a861-ad5c-43e4-a49f-958afd4370aa(Office.14).aspx), and Configure profile synchronization (SharePoint Server 2010) (http://technet.microsoft.com/library/144e5f6e-0c9c-4f01-9b1f-26190d527e85(Office.14).aspx).

Before you begin

 Before you begin deployment, ensure that you have met all hardware and software requirements. For more information, see Hardware and software requirements (SharePoint Server 2010). Also, ensure that you perform a clean installation of SharePoint Server 2010. You cannot install the released version of SharePoint Server 2010 without first removing the beta version of SharePoint Server 2010.

Install SharePoint Server 2010

To install and configure SharePoint Server 2010, follow these steps:

1.   Run the Microsoft SharePoint Products Preparation Tool.

2.   Run Setup, which installs SQL Server 2008 Express and the SharePoint product.

3.   Run SharePoint Products Configuration Wizard, which installs and configures the configuration database, the content database, and installs the SharePoint Central Administration Web site. This wizard also creates your first SharePoint site collection.

4.   Configure browser settings.

5.   Perform post-installation steps.

Important:

To complete the following procedures, you must be a member of the Administrators group on the local computer.

Run the Microsoft SharePoint Products Preparation Tool

Use the following procedure to install software prerequisites for SharePoint Server 2010.

To run the Microsoft SharePoint Products Preparation Tool

1.   Insert your SharePoint Server 2010 installation disc.

2.   On the SharePoint Server 2010 Start page, click Install software prerequisites.

Note:

Because the prerequisite installer downloads components from the Microsoft Download Center, you must have Internet access on the computer on which you are installing SharePoint Server.

3.   On the Welcome to the Microsoft SharePoint Products Preparation Tool page, click Next.

4.   On the Installation Complete page, click Finish.

Run Setup

The following procedure installs SQL Server 2008 Express and the SharePoint product. At the end of Setup, you can choose to start the SharePoint Products Configuration Wizard, which is described later in this section.

To run Setup

1.   On the SharePoint Server 2010 Start page, click Install SharePoint Server.

2.   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.

3.   On the Choose the installation you want page, click Standalone.

4.   When Setup finishes, a dialog box prompts you to complete the configuration of your server. Ensure that the Run the SharePoint Products Configuration Wizard now check box is selected.

5.   Click Close to start the configuration wizard.

Note:

If Setup fails, check log files in the Temp folder of the user who ran Setup. Ensure that you are logged in as the user who ran Setup, and then type %temp% in the location bar in Windows Explorer. If the path in Windows Explorer resolves to a location that ends in a "1" or "2", you will need to navigate up one level to view the log files. The log file name is SharePoint Server Setup (<timestamp>).

Tip:

If you have closed the SharePoint Products Configuration Wizard, you can access it by clicking Start, pointing to All Programs, and then clicking Microsoft SharePoint 2010 Products. If the User Account Control dialog box appears, click Continue.

Run the SharePoint Products Configuration Wizard

Use the following procedure to install and configure the configuration database and the content database, and install the SharePoint Central Administration Web site. This also creates your first SharePoint site collection.

To run the SharePoint Products Configuration Wizard

1.   On the Welcome to SharePoint Products page, click Next.

2.   In the dialog box that notifies you that some services might need to be restarted during configuration, click Yes.

3.   On the Configuration Successful page, click Finish.

Note:

If the SharePoint Products Configuration Wizard fails, check the PSCDiagnostics log files, which are located on the drive on which SharePoint Server is installed, in the %COMMONPROGRAMFILES%\Microsoft Shared\Web Server Extensions\14\LOGS folder.

4.   On the Template Selection page, select one of the following options, and then click OK:

·      In the Template Selection section, click a predefined template.

·      In the Solutions Gallery section, click Solutions Gallery, and customize your own site template.

5.   On the Set Up Groups for this Site page, specify who should have access to your site, and then either create a new group or use an existing group for these users by doing one of the following:

·      To create a new group, click Create a new group, and then type the name of the group and the members you want to be part of this group.

·      To use an existing group, click Use an existing group, and then select the user group in the Item list.

6.   Click OK.

Note:

If you are prompted for your user name and password, you might need to add the SharePoint Central Administration Web site to the list of trusted sites and configure user authentication settings in Internet Explorer. You might also want to disable the Internet Explorer Enhanced Security settings. Instructions for how to configure or disable these settings are provided in the following section.

Tip:

If you see a proxy server error message, you might need to configure your proxy server settings so that local addresses bypass the proxy server. Instructions for configuring proxy server settings are provided in the following section.

Configure browser settings

After you run the SharePoint Products Configuration Wizard, you should ensure SharePoint Server 2010 works properly for local administrators in your environment by configuring additional settings in Internet Explorer.

Note:

If local administrators are not using Internet Explorer, you might need to configure additional settings. For information about supported browsers, see Plan browser support (SharePoint Server 2010).

If you are prompted for your user name and password, perform the following procedures:

·      Add the SharePoint Central Administration Web site to the list of trusted sites

·      Disable Internet Explorer Enhanced Security settings

If you receive a proxy server error message, perform the following procedure:

·      Configure proxy server settings to bypass the proxy server for local addresses

For more information, see Getting Started with IEAK 8 (http://go.microsoft.com/fwlink/?LinkId=151359&clcid=0x409).

To add the Central Administration Web site to the list of trusted sites

1.   In Internet Explorer, on the Tools menu, click Internet Options.

2.   On the Security tab, in the Select a zone to view or change security settings area, click Trusted Sites, and then click Sites.

3.   Clear the Require server verification (https:) for all sites in this zone check box.

4.   In the Add this Web site to the zone box, type the URL to your site, and then click Add.

5.   Click Close to close the Trusted Sites dialog box.

6.   Click OK to close the Internet Options dialog box.

To disable Internet Explorer Enhanced Security settings

1.   Click Start, point to All Programs, point to Administrative Tools, and then click Server Manager.

2.   In Server Manager, select the root of Server Manager.

3.   In the Security Information section, click Configure IE ESC.

The Internet Explorer Enhanced Security Configuration dialog box opens.

4.   In the Administrators section, click Off to disable the Internet Explorer Enhanced Security settings, and then click OK.

To configure proxy server settings to bypass the proxy server for local addresses

1.   In Internet Explorer, on the Tools menu, click Internet Options.

2.   On the Connections tab, in the Local Area Network (LAN) settings area, click LAN Settings.

3.   In the Automatic configuration area, clear the Automatically detect settings check box.

4.   In the Proxy Server area, select the Use a proxy server for your LAN check box.

5.   Type the address of the proxy server in the Address box.

6.   Type the port number of the proxy server in the Port box.

7.   Select the Bypass proxy server for local addresses check box.

8.   Click OK to close the Local Area Network (LAN) Settings dialog box.

9.   Click OK to close the Internet Options dialog box.

Post-installation steps

After you install SharePoint Server 2010, your browser window opens to the Central Administration Web site of your new SharePoint site. Although you can start adding content to the site or you can start customizing the site, we recommend that you first perform the following administrative tasks by using the SharePoint Central Administration Web site:

Configure usage and health data collection   You can configure usage and health data collection in your server farm. The system writes usage and health data to the logging folder and to the logging database. For more information, see Configure usage and health data collection (SharePoint Server 2010) (http://technet.microsoft.com/library/33ed78c8-25fc-48ea-b0c1-50b540213cff(Office.14).aspx).

Configure diagnostic logging   You can configure diagnostic logging that might be required after initial deployment or upgrade. The default settings are sufficient for most situations, but depending upon the business needs and lifecycle of the farm, you might want to change these settings. For more information, see Configure diagnostic logging (SharePoint Server 2010) (http://technet.microsoft.com/library/faab1eb4-5848-4970-b13f-ba6df14272fe(Office.14).aspx).

Configure incoming e-mail   You can configure incoming e-mail so that SharePoint sites accept and archive incoming e-mail. You can also configure incoming e-mail so that SharePoint sites can archive e-mail discussions as they happen, save e-mailed documents, and show e-mailed meetings on site calendars. In addition, you can configure the SharePoint Directory Management Service to provide support for e-mail distribution list creation and management. For more information, see Configure incoming e-mail (SharePoint Server 2010) (http://technet.microsoft.com/library/88317397-e0cb-47c7-9093-7872bc685213(Office.14).aspx).

Configure outgoing e-mail   You can configure outgoing e-mail so that your Simple Mail Transfer Protocol (SMTP) server sends e-mail alerts to site users and notifications to site administrators. You can configure both the "From" e-mail address and the "Reply" e-mail address that appear in outgoing alerts. For more information, see Configure outgoing e-mail (SharePoint Server 2010) (http://technet.microsoft.com/library/f3ccc8bd-922e-49f6-9929-b5b8a6982d76(Office.14).aspx).

Configure a mobile account   You can configure a mobile account so that SharePoint sends text message (SMS) alerts to your, or site users', mobile phones. For more information, see Configure a mobile account (SharePoint Server 2010) (http://technet.microsoft.com/library/cbfdb741-64e5-4170-adc2-46be4ff7d82b(Office.14).aspx).

Install and configure Remote BLOB Storage   You can install and configure Remote BLOB Storage (RBS) for an instance of SQL Server 2008 that supports a SharePoint server farm. For more information, see Install and configure Remote BLOB Storage (RBS) with the FILESTREAM provider (SharePoint Server 2010) (http://technet.microsoft.com/library/4cf30b48-f908-4774-920c-d2f2916f2c1b(Office.14).aspx).

Configure search settings   You can configure search settings to crawl the content in SharePoint Server 2010. For more information, see Post-installation steps for search (SharePoint Server 2010) (http://technet.microsoft.com/library/c2fab560-bdc2-4093-a6a5-979dcda5bc4d(Office.14).aspx).

Configure and use the Exchange connector   You can create a crawl rule and add a content source for crawling Microsoft Exchange Server public folders. For more information, see Configure and use the Exchange connector (SharePoint Server 2010) (http://technet.microsoft.com/library/f7d275e9-be62-4046-9793-ae637ebe0568(Office.14).aspx).