For Microsoft Office SharePoint Portal Server, you must set up and configure a small server farm according to the following instructions. Following these steps ensures a supported configuration.

You must configure the servers in your small server farm as follows:

• One computer running the Web component, index component, and search component, and running as the job server. This computer can also run the components for the optional backward-compatible document libraries.
• One or more computers running Microsoft SQL Server 2000.

Operating system and setup requirements

Ensure that you have installed Microsoft Windows Server 2003 before you install SharePoint Portal Server.

Perform all pre-setup server farm preparations

The domain account that you are adding here is used as the configuration database administration account. This account is used later in the installation section.

1. Log on to each server as a local or domain administrator.
2. Add a domain account to the local Power Users group on each computer in the server farm, except on the computer running SQL Server.

   Note  You must add the domain account to the local Administrators group on any server that hosts the components for backward-compatible document libraries.

3. On the computer running SQL Server, do the following:
   1. Configure the MSSQLSERVER service to start automatically, and then confirm that the service starts successfully at startup.
   2. Configure the domain account that you added to the server farm computers to have the Security Administrators and Database Creators server roles on this SQL Server instance.

Install Microsoft Office SharePoint Portal Server 2003

1. Log on to the computer running Windows Server 2003 as a local or domain administrator.
2. Insert the SharePoint Portal Server CD into your CD-ROM drive.
3. Click Install Microsoft Office SharePoint Portal Server 2003 components.
4. On the Install Microsoft Office SharePoint Portal Server 2003 page, click Next.

   A message appears listing the services that will be stopped.

5. If you want to stop the listed services and continue Setup, click OK.

   Setup installs Windows SharePoint Services, and then the Welcome to the Microsoft Office SharePoint Portal Server 2003 Setup Wizard page appears.

6. On the welcome page, click Next.
7. On the End-User License Agreement page, select the I accept all of the terms in the license agreement check box, and then click Next.
8. On the Product Identification page, type the product key in the spaces provided, and then click Next.

   The product key is located on the back of your SharePoint Portal Server CD case or on your Certificate of Authenticity. If the number that you type is not accepted, check the following:

   • If you are using the numeric keypad on your keyboard, ensure that NUM LOCK is on.
   • Ensure that you are not using the letter I for the number one.
   • Ensure that you are not using the letter O for the number zero.
9. On the Installation Type and File Location page, do the following:
   1. Click Install without database engine.
   2. If you want to specify a different file location, click Browse, and then specify a location.
   3. Click Next.

      SharePoint Portal Server 2003 installs. This will take several minutes.

10. On the Microsoft Office SharePoint Portal Server 2003 page requesting account information, do the following:
    1. In the Account name box, type the user account name to be used for administrative operations that create, modify, or grant access to the configuration or portal site databases.

       The account must be a member of the Power Users group on this server. The account must have the Database Creators and Security Administrators server roles on this SQL Server instance. In addition, the account must be a domain account if you have more than one server in your configuration.

       Specifying an account that is a member of the local Administrators group on the server on which you are installing SharePoint Portal Server is not recommended.

       Important  The following user rights are granted automatically to this account (the configuration database administration account) on the local server: Replace a process level token, Adjust memory quotas for a process, and Log on as a service. If you change this account by using the Configure Server Farm Account Settings page, the rights are not revoked automatically for the previous account. However, you can remove these rights by using Local Security Settings. To open Local Security Settings, click Start, point to Administrative Tools, and then click Local Security Policy.

       Type the account name in the format DOMAIN\user_name.

    2. In the Password box, type the password for the account.
    3. Click Next.
11. On the Install Microsoft Office SharePoint Portal Server 2003 page, click Next.

    Setup installs the server components. This will take several minutes.

12. On the Completing the Microsoft Office SharePoint Portal Server 2003 Setup Wizard page, click Finish.

Configure SharePoint Portal Server

After you click Finish on the Completing the Microsoft Office SharePoint Portal Server 2003 Setup Wizard page, the Configure Server Farm Account Settings page appears.

1. On the Configure Server Farm Account Settings page, do the following:
   1. In the Default Content Access Account section, do the following:
      1. Select the Specify Account check box.
      2. In the User name box, type the account name in the format DOMAIN\user_name.

         This account is an existing Windows account that is used as the default account when creating a content index of content sources. The account must have read access to the content being crawled.

      3. In the Password box, type the password for the account.
      4. In the Confirm Password box, type the password again.
   2. In the Portal Site Application Pool Identity section, do the following:
      1. In the User name box, type the account name in the format DOMAIN\user_name.
      2. In the Password box, type the password for the account.
      3. In the Confirm Password box, type the password again.
   3. Click OK.
2. On the Specify Configuration Database Settings for server_name page, do the following:
   1. In the Database Connections section, click Create configuration database.
   2. In the Configuration Database Server section, in the Database server box, type the name of the computer running Microsoft SQL Server.

      This is the server on which the configuration database will be stored.

      Note  If you have a named SQL Server instance, specify both the name of the computer running SQL Server and the SQL Server instance name in the format server_name\SQL_instance_name.

   3. In the Configuration Database Name section, do one of the following:
      • If you want to use the default database name that is displayed, click Use default name.
      • If you want to specify a name for the database, click Specify custom name, and then in the Custom Name box, type a name for the database.
   4. Click OK.
3. On the Configure Server Farm Account Settings page, do the following:
   1. In the Contact E-mail Address section, in the E-mail address box, type the e-mail address that an external site administrator can contact if problems occur when SharePoint Portal Server crawls the external site.
   2. In the Proxy Server Settings section, do one of the following:
      • Click Do not connect by using a proxy server.
      • Click Use the proxy server specified, and then specify the following:
        1. In the Address box, type the address of the proxy server that you want SharePoint Portal Server to use while creating content indexes.
        2. In the Port box, type the port number for the proxy server that you want SharePoint Portal Server to use while creating indexes of sites and servers.
        3. If you do not want SharePoint Portal Server to use the proxy server when creating an index of local addresses, select the Bypass proxy server for local (intranet) addresses check box.
        4. If you have specific addresses for which you do not want to use the proxy server, in the Do not use proxy server for addresses beginning with box, type the addresses.
   3. Click OK.
4. On the Configure Server Topology page, click Change Components.
5. On the Change Component Assignments page, do the following:
   1. In the Component Assignment section, select the Web, Search, and Index check boxes.
   2. In the Job Server Component section, in the Job server list, select the server you are configuring as the job server.
   3. Click OK.
6. On the Configure Server Topology page, click Close.

Create a portal site

1. On the SharePoint Portal Server Central Administration for server_name page, in the Portal Site and Virtual Server Configuration section, click Create a portal site.
2. On the Create Portal Site for server_name page, do the following:
   1. In the Portal Creation Options section, click Create a portal.
   2. In the Site Name section, in the Name box, type a name for the portal site.

      This name appears at the top of most portal site pages.

   3. In the Site URL section, do the following:
      1. In the Virtual Server list, click the virtual server for this portal site.
      2. In the URL address box, type the URL that users will use to connect to the portal site.

         By default, this URL is http://server_name/. If you are not creating the portal site on the Default Web Site but on another virtual server, the URL includes the port number, for example, http://server_name:port_number/.

   4. In the Owner section, do the following:
      1. In the Account name box, type the account name for the site owner in the format DOMAIN\username.

         The site owner manages portal site content and user access.

      2. In the E-mail address box, type the e-mail address for the portal site owner.
   5. Click OK.
3. On the Create Portal Site Confirmation for server_name page, click OK to begin creating the portal site.

   The Operation Status page appears. Creation will take a few minutes.

At the end of a successful portal site creation, the Operation Successful page appears. You can then further configure the portal site.

Optional: Install and configure the components for backward-compatible document libraries

You can install the components for backward-compatible document libraries on the computer running the Web, index, search, and job server components.

Install the components for backward-compatible document libraries

1. Log on to the computer running Microsoft Windows Server 2003 as a local or domain administrator.
2. Do the following to ensure that the proxy server settings for Internet access are specified correctly:
   1. Click Start, point to Control Panel, and then click Internet Options.
   2. In the Internet Properties dialog box, click the Connections tab.
   3. Click LAN Settings.
   4. In the Local Area Network (LAN) Settings dialog box, in the Automatic configuration section, ensure that both check boxes are cleared.
   5. If you use a proxy server, in the Proxy server section, do the following:
      1. Select the Use a proxy server for your LAN (These settings will not apply to dial-up or VPN connections) check box.
      2. Select the Bypass proxy server for local addresses check box.
      3. In the Address box, type a valid proxy server address.
      4. In the Port box, type the port number for the proxy server.
      5. Click Advanced.
      6. In the Proxy Settings dialog box, select the Use the same proxy server for all protocols check box, and then click OK.
   6. Click OK to close the Local Area Network (LAN) Settings dialog box.
   7. Click OK to close the Internet Options dialog box.
3. Insert the SharePoint Portal Server CD into your CD-ROM drive.
4. Click Install optional components.
5. On the installation page for optional components, click Install server and client components for backward-compatible document libraries.
6. On the Welcome to the Document Library Setup Wizard page, click Next.
7. On the License Agreement page, click I agree, and then click Next.
8. On the Product Identification page, type the product key in the spaces provided, and then click Next.

   The product key is located on the back of your SharePoint Portal Server CD case or on your Certificate of Authenticity. If the number you type is not accepted, check the following:

   • If you are using the numeric keypad on your keyboard, ensure that NUM LOCK is on.
   • Ensure that you are not using the letter I for the number one.
   • Ensure that you are not using the letter O for the number zero.
9. On the Document library component of Microsoft Office SharePoint Portal Server 2003 Setup page, specify the location on the server disk where you want to install the program and data files for the document library component.

   To change the installation location for these files, click Change Folder.

   Important  You can only change the location for the program files if you are installing the optional components on a server that does not have SharePoint Portal Server installed.

   SharePoint Portal Server also installs additional required files on the operating system drive. Click Disk Information for information about the amount of disk space required and the amount remaining. If there are existing files in the installation paths, setup removes these files.

   The path must meet the following restrictions:

   • The path name can have a maximum length of 80 characters.
   • The path name can contain only characters in the lower ASCII range.
   • The path cannot point to a root directory. For example, E:\ is not allowed, but E:\Installation is allowed
10. Click Next.

    A message appears listing the services that will be stopped.

11. Click OK to stop the services and continue.

    The Component Progress page appears.

12. When the task completes, on the Completing the Document Library Setup Wizard page, click Finish.

    You might be prompted to restart your computer.

Configure the components for backward-compatible document libraries

1. On the SharePoint Portal Server Central Administration for server_name page, in the Server Configuration section, click Configure server topology.
2. On the Configure Server Topology page, click Change Components.
3. On the Change Component Assignments page, in the Document Library Server Component (Optional) section, in the Document library server box, type the address of the server to run the document library server component.
4. Click OK.
5. On the Configure Server Topology page, click Close.

Create a document library

1. On the SharePoint Portal Server Central Administration for server_name page, in the Component Configuration section, click Configure document libraries (Web Storage System-based).
2. On the List and Manage Document Libraries page, do the following:
   1. If you have previously specified a Simple Mail Transfer Protocol (SMTP) server (by using the Configure e-mail server settings link on the SharePoint Portal Server Central Administration for server_name page), you might need to synchronize the settings for the portal site server and the document library server. To do this, click Synchronize.
   2. Click Create document library.
3. On the Create Document Library page, in the Name and Description section, do the following:
   1. In the Document library friendly name box, type the display name for the library that you are creating.

      Note  The display name cannot exceed 100 characters in length.

   2. In the Document library description box, type the description for the document library.
   3. In the Document library name box, type a word that will be used in the URL of the document library after the server name.

      For example, for a URL of http://AdventureWorks/Adventure, you would type Adventure.

4. In the Associated Portal Site section, in the Portal site list, select the portal site to associate with this document library.

   The portal site provides search capability and the ability to personalize alerts for users of the document library. Users can get to the document library from the Document Library area on the home page of the portal site.

5. In the Document Library Contact section, do the following:
   1. In the Contact name box, type the name of the user or group to which you are assigning overall responsibility for the document library.
   2. In Contact e-mail address box, type the e-mail address for the contact.

      The contact e-mail address can be that of an individual user or a group. This e-mail address will be used as the reply-to address for e-mail messages sent by the document library during document approval routes.

6. To limit the number of previous major versions of a document to retain when the document is approved, in the Document Versions section, select the Specify version limit check box, and then type a number in the Number of versions to retain box.

   Note  This setting does not affect the number of minor versions retained.

7. Click OK.

   The Operation Status page appears. After the document library is successfully created, the List and Manage Document Libraries page appears.

Related Topics

Server Farm Deployments