Category Archives: SharePoint

Office 365 retention labels and SPO

My notes for myself on how to create Office 365 retention labels at Security and Compliance Center (SCC) and use labels in SharePoint Online (SPO)

In SPO at each site collection level you can still work with retention policies the old way – create policies under Site Collection Settings (Content Type Policy, Site Policy) and apply policies at library level under Library Settings/Information Management Policy Settings.

But in Office 365 Microsoft implemented so-called labels. So you can specify retention policies in one place and apply them across all Office 365 content (not only SharePoint). That place called Office 365 Security and Compliance Center (SCC). Labels are applied to documents, documents are kept in libraries, and at each library you can “Apply a label to items in this library”.

Although SharePoint admins usually do not have access to SCC and do not go to Site content, we still need to know how it all works. And labels are recommended way to specify retention in SharePoint, so here we are.

Create Labels

Labels are created in SCC under Classification. The main part looks familiar to SharePoint people:

Label Settings

You can

  • Retain Content forever or for a specified number of days/months/years and then
    – delete it or trigger a disposition review or do nothing
  • Delete content if it’s older than specified number of days/months/years

after it was created/modified/labelled

Apply labels

Now you need to publish created labels – and that is how you create a policy. I.e. policies are where you specify which labels to which content (Exchange, OneDrive, SharePoint, Office 365 groups)

You can also auto-apply labels based on conditions, like

  • content that contains sensitive info
  • content that contains specific words or phrases, or properties
  • content that matches a trainable classifier

but as per Microsoft, “It will take up to 7 days to automatically apply the label to all items that match your conditions.”

Note: “trainable classifier” means an AI ML will be used, and as per Microsoft “Creating machine learning rules requires an Office 365 E5 subscription for your organization”

SharePoint admin center

You can do nothing with labels at SharePoint admin center. Labels are created, published and auto-applied at SCC. At each site collection levels site administrators can apply labels.

SharePoint site

At site collection settings you can still see “Content Type Policy Templates” and “Site Policy”, but that is not the case. Labels are applied at library level under Library Settings/Apply label to items in this list or library.

where you can select a label to apply for all new items in the library. With

You can also apply the label to items that already exist in the library.

You can also apply (change) label for each single item or multiple selected items under Details pop-up page:

or from under Contect Menu/More/Compliance details:

Cortex Overview

During the first meeting of the Project Cortex Office Hours series on March 25, 2020, Microsoft (Chris McNulty and Naomi Moneypenny) introduced the case for Project Cortex, gave an overview of the solution, and walked through demos of its knowledge, capture, and classification features.

Video recorded – can be viewed via MS Teams

Presentation (slides, pdf): https://resources.techcommunity.microsoft.com/wp-content/uploads/2020/03/ProjCortex-Office-Hours-Presentation-20200325.pdf

Next meeting – April 8: Frequently asked questions (FAQ)

Project Cortex - Your knowledge network in Microsoft 365

SPO: Description, Owner fields are not searchable

Scenario:

You have a list (or a document library) in SharePoint Online.
You can search through the list but some fields like “Description”, “Owner”, “AssignedTo”, “Created”, “CreatedBy” are not searchable.

Cause:

This is frustrating, but expected behavior. Check Microsoft’s “Overview of crawled and managed properties in SharePoint Server“. You see some pre-created managed properties do not have “Searchable” option enabled.

Solution:

(The following is still not finished:)

Prove:

I have created a new SPO site test78, a new list Test11 and created (not added from existing) a custom field “Description” to the list:

I also created “Description2” column the same way. No data is added to the list so far.

Search schema looks like:

for Description managed property:

mapping:

Notice that “Description” managed property is not searchable and “ows_Description” crawled property is mapped to “Description” managed property.

Searching for “ows_Description” crawled property gives me:

and that’s OK, as we have no data in the list so “ows_Description2” crawled property does not exist.

Now let me add some data to the list:

and wait a few minutes while continues crawl grabs data.

You can see:

Title and Description2 are searchable, but we are not able to search through “Description” field content.

Explanation

Actually this is by design.
Microsoft: “The index only includes content and metadata from the managed properties”.
(? Maybe Microsoft tries to protect their resources from overloading or) maybe they protect us from irrelevant results, but by default list column “Description” is mapped to non-searchable managed property.

“Searchable” means: “…The content of this managed property is included in the full-text index.” I.e. if the property is not searchable – “The content of this managed property is not included in the full-text index.” => that’s by design.

But the property is queryable!
Queryable “Enables querying against the specific managed property”. E.e.
“Description:Descr1*” query should work. And it works:

“Description2:Descr*” query should not work as we did not map Description2 property to any managed properties, so we can find content via full-text search but cannot find under managed property:

Solution

Option #1.
Use queries like “Description:TextToSearch” (check also SharePoint KQL).

Option #2.
Do not use name “Description”.
Choose something else like “Short Description” or “Case Description”

Option #3.
Use existing site column “Description” from group:Custom Columns. It’s “single line of text” though. Note: “SharePoint Server Standard Site Collection features” must be activated.

The thing is it’s internal name is “CategoryDescription” and display name is “Description”. So if you add this column to the list – the content will be searchable:

Option #4
Create a new site column, name it e.g. “DescriptionSrchblClmn”.
Add this column to the list from existing site columns.
Rename it to “Description”.

Option #5 (under testing… TBU)
Change default mapping.
e.g. unmap “ows_Description” crawled property from “Description” managed property. This should be enough, as “ows_Description” crawled property has “Include in full-text index” option ON:

NB: if you unmap “ows_Description” crawled property from “Description” managed property, it’ll affect other site lists.

Option #6.
In addition to option #5 you can create your own managed property (e.g. “DescriptionSearchable”), make it searchable and map it to “ows_Description” crawled property.

Remember: if you made a change in search schema, run “Reindex site” under Site Settings -> “Search and Offline Availability”. It’s like on-prem “Full crawl” but works at web level.

================================

Links.

Microsoft: Manage the search schema in SharePoint
Microsoft: Keyword Query Language (KQL) syntax reference
Vladilen: Search for a crawled property name with wildcards
Microsoft: Overview of crawled and managed properties in SharePoint Server

Office.com OneDrive icon

OneDrive vs OneDrive vs Personal Site

 

Microsoft sells OneDrive as a personal cloud storage service… But There are actually two separate products behind the service, and each product provides more than “personal cloud storage service”…

What is OneDrive? What is the difference between OneDrive and Personal SharePoint site? Let’s see…

When you login to Office.com, you can click on OneDrive icon:
Office.com OneDrive icon

and you will found yourself at OneDrive site, so

one OneDrive is a SharePoint Personal site:

OneDrive - SharePoint Personal Site

The other OneDrive is a desktop application

i.e. program that runs in the background and synchronizes files from your personal SharePoint site (“first OneDrive”) to your local machine and back:

OneDrive as a desktop application - installed

OneDrive as a desktop application - running OneDrive as a desktop application - running in the background

Below is OneDrive desktop application in Windows File Explorer. Please notice how “test 01.txt” file and “test 02” folder are synchronized to first OneDrive.

OneDrive desktop application syncs data from Personal SharePoint Site

Confused? No? Wanna more?

Here are some more confusing details…

Using OneDrive desktop application you can synchronize your regular SharePoint site library with your desktop computer.

Here is a regular SharePoint site (Test23) with a LibUnderSharePoint library. You can click on the “Sync” button:

SharePoint site Library - Synchronized to Onedrive

and see the magic! Now you have another folder on your local Windows machine:

OneDrive Syncs SharePoint site

– but this time OneDrive synchronizes it to regular SharePoint site.

 

There is also a “Personal OneDrive” – the same as regular OneDrive but free…
(again, do not be confused: initially there was just OneDrive – free personal version and OneDrive for Business – version you could have with Office 365 subscription; now they are Onedrive and Personal OneDrive 🙂 )

OneDrive is a Microsoft thing. 
Google has “Drive File Stream” (Google drive)
Dropbox – Dropbox sync 

 

Search-for-a-crawled-property

Search schema: Search for a crawled property name wildcard

 

If you are managing SharePoint search, specifically if you are customizing SharePoint search schema, especially in SharePoint Online (Office 365) – you know how slow it works and how tiresome it is to “Search for a crawled property name”.

Search-for-a-crawled-property

Recently I found out that wildcard works. No, even two wildcards work

In this example I need crawled property started from ows and contains doc and type:

SharePoint search through crawled properties

 

SharePoint 2010/2013/2016/2019 trial keys

SharePoint 2010/2013/2016/2019 product trial/evaluation keys

 

 

Product keys for Microsoft SharePoint 2010, 2013, 2016, 2019: 

  • SharePoint 2019 Enterprise product key: M692G-8N2JP-GG8B2-2W2P7-YY7J6 (trial)
  • SharePoint 2019 Standard product key: F2DPD-HPNPV-WHKMK-G7C38-2G22J (trial)
  • SharePoint 2019 Project Server trial license key: R9946-QXNHR-62JPQ-3H3QC-TMWJT (trial)
  • SharePoint 2016 RTM evaluation key: NQGJR-63HC8-XCRQH-MYVCH-3J3QR
  • SharePoint 2013 Evaluation key: NQTMW-K63MQ-39G6H-B2CH9-FRDWJ
  • SharePoint 2013 Foundation: no key needed
  • SharePoint 2010 Standard trial key: PTTCF-PCY26-D9V8F-8JF8B-XH8JP
  • SharePoint 2010 Enterprise trial key: VK7BD-VBKWR-6FHD9-Q3HM9-6PKMX

SharePoint 2019 Server is available to download from Microsoft Evaluation Center

SharePoint Server 2016:
SharePoint Server 2016 @ Microsoft Download Center

Microsoft SharePoint Server 2013 

Microsoft Evaluation Center

Step-by-step guide – how to setup SharePoint with AutoSPInstaller
 

free Office 365 E3 subscription

for developers: https://developer.microsoft.com/en-us/microsoft-365/dev-program (no credit card required)

step-by-step SharePoint Setup with AutoSPInstaller

(the article is under construction)

How to setup SharePoint 2013/2016/2019 using AutoSPinstaller

the quick and easy way which can be used in your lab environment, as well in test and even in production and later be scaled-out, as performance and/or availability requirements grows up

Assume 3-tier topology – Front-End Server, Batch-Processing Server and SQL Server. Accounts according to least privilege principle.

Treat all server names, account names and domain names in this article are “for example”, i.e. you should use your own names.

What you must already have/get:

  • AD (Active Directory)

Prepare (request) hardware (virtual machines):

  • SP16SQL1 for SQL Server 2016
  • SP16WFE1 for SharePoint 2016 Front-End Roles
  • SP16BPS1 for SharePoint 2016 Batch-Processing Roles

SP16SQL1 for SQL Server 2016

refer to Microsoft SharePoint 2016 requirements for hardware specifications, but as minimum:

  • any 64-bit 4-core server CPU
  • RAM 4 GB for lab/test and 16+ GB for prod
  • HDD min 80 GB for system drive, 80 GB drive for application/data

Install MS Windows Server 2016 with GUI.
Configure time zone and time, static IP, name, language, region.
Add to domain.
Add App Server role, install updates, check event logs, resolve errors if any.

SP16WFE1 and SP16BPS1 for MS SharePoint 

refer to Microsoft SharePoint 2016 requirements for hardware specifications, but as minimum:

  • any 64-bit 4-core server CPU
  • RAM 8-12GB for lab/test and 16-24GB for prod
  • HDD min 80GB for system drive, 80GB drive for application

Install MS Windows Server 2016 with GUI.
Configure time zone and time, static IP, name, language, region.
Add to domain.
Add App Server role, install updates, check event logs, resolve errors if any.

Create (request) AD accounts:

– SQL-Adm
– SQL-Svc

– SP-Adm
– SP-Farm
– SP-Svc
– SP-PortalAppPool
– SP-ProfilesAppPool
– SP-CacheSuperUser
– SP-CacheSuperReader
– SP-ProfileSync
– SP-SearchService
– SP-SearchContent
– SP-ExcelUser
– SP-VisioUser
– SP-PerfPointUser

and

– SP_farm_administrators security group

add SP-Adm (and personal admin accounts) to SP_farm_administrators group

provide “Replicate Directory Changes” AD permissions to SP-ProfileSync account (refer to this how to article)

 

SQL Server:
add SQL-Adm to local administrators

SP Server:
add SP_farm_administrators group to local administrators group

Setup

on SQL Server:
login as SQL-Adm to install  MS SQL Server 2016

  • start MS SQL Server 2016 setup
  • features: Database Engine Services, (optional) Reporting Services – SharePoint
  • Directories: change to non-system drive
  • (optional) name instance
  • Service Accounts: use SQL-Svc as service account for SQL Server Agent and SQL Server Database Engine 
  • Server Configuration: AddCurrentUser
  • Data directories: ensure non-system drive is used
  • Windows Firewall and Advanced Security->Inbound Rules->New Rule->
    • Port TCP 1433-1434 Allow
    • Port UDP 1434 Allow

since “SQL Server Management Studio” is not a part of SQL Server, but distributed separately, you need to

  • download “SQL Server Management Studio” (any version – 2016+) and
  • install it on any machine – SQL, SharePoint or your personal workstation, then
  • start SQL Server Management Studio->Security->Logins
    • add SP_farm_administrators with roles securityadmin, dbcreator, public
  • SQL SQL Management Studio->Right Click on instance name->select properties->Advanced->Change Max Degree of Parallelism to 1

on SharePoint Server:
login as SP-Adm

  • (optional) setup MS SQL Server 2016 feature Reporting Services – add-in for SharePoint
  • check connection to SQL server
    • create empty file with extention .udl (create text file and rename it to sql.udl)
    • double-click it
    • enter server name, choose Windows NT integrated security, select database, Test Connection
    • if failed – check on SQL Server if protocol TCP/IP activated for remote access (SQL Server Configuration Manager -> SQL Server Network Configuration -> Protocols… -> TCP/IP -> Enable)
      check firewall
  • download AutoSPInstaller, unzip it, explore content

Generally, the steps are

  • install/configure prerequisites (Windows roles, some additional software)
  • install SharePoint binaries (SharePoint itself, language packs, updates)
  • create/configure farm (create configuration database, service applications, web applications etc.)

AutoSPInstaller is able to handle all steps, but personally I prefer to install prerequisites and SharePoint manually, and use AutoSPInstaller only to create/configure farm. If so, we will need only “Automation” folder from autospinstaller.zip

Prerequisites

I’d recommend copy all content from source SharePoint image to a folder. 

run prerequisiteinstaller.exe. It will take care of

  • Web Server (IIS) Role
  • Microsoft SQL Server 2012 Native Client
  • Microsoft ODBC Driver 11 for SQL Server
  • Microsoft Sync Framework Runtime v1.0 SP1 (x64)
  • Windows Server AppFabric
  • Microsoft Identity Extensions
  • Microsoft Information Protection and Control Client 2.1
  • Microsoft WCF Data Services 5.6
  • Microsoft .NET Framework 4.6
  • Cumulative Update Package 7 for Microsoft AppFabric 1.1 for Windows Server (KB3092423)
  • Visual C++ Redistributable Package for Visual Studio 2012
  • Visual C++ Redistributable Package for Visual Studio 2015
     

(optionally, you can run powershell:

Add-WindowsFeature Web-Server,Web-WebServer,Web-Common-Http,Web-Static-Content,Web-Default-Doc,Web-Dir-Browsing,Web-Http-Errors,Web-App-Dev,Web-Asp-Net,Web-Net-Ext,Web-ISAPI-Ext,Web-ISAPI-Filter,Web-Health,Web-Http-Logging,Web-Log-Libraries,Web-Request-Monitor,Web-Http-Tracing,Web-Security,Web-Basic-Auth,Web-Windows-Auth,Web-Filtering,Web-Digest-Auth,Web-Performance,Web-Stat-Compression,Web-Dyn-Compression,Web-Mgmt-Tools,Web-Mgmt-Console,Web-Mgmt-Compat,Web-Metabase, WAS,WAS-Process-Model,WAS-NET-Environment,WAS-Config-APIs,Web-Lgcy-Scripting,Windows-Identity-Foundation,Xps-Viewer 

an then prerequisiteinstaller.exe )

It might require you to restart the server, then prerequisiteinstaller.exe will continue until you see “Installation Complete” message. Finally you must see “Installation Complete. All required prerequisites have been installed or enabled” message.

Now run setup.exe

Be ready to provide your SharePoint product key. You can use SharePoint trial key from here for test or evaluation environment. 

From Server Type choose “Complete” (for SharePoint 2013 only – option chosen by default).

NB! Choose File Location on “File Location” tab. I’d recommend install SharePoint on separate drive (e.g. E:).

Note that it says: “If you intend to use this computer as a search server, the search index files will be stored on the local drive. These files can be very large , so ensure that there is sufficient free space on the selected drive. To change where Microsoft SharePoint Server 2016 will store it’s index files…”

You might say that it is possible to configure index files location during provisioning Search Index component. 
Yes, I absolutely agree. But! There is also Analytics Processing Component, and during it’s work, it generates temporary files under “C:\Program Files\Microsoft Office Servers\15.0\Data\Office Server\Analytics_GUID\AE\AnalyticsProcessingComponent1” which might be very big in size, and that location could not be “legally” changed. So if you miss this point, you might be required to reinstall SharePoint binaries later. See also this

After binaries installed, you should see “Run Configuration Wizard” “To complete configuration of your server, you must run the SharePoint Product Configuration Wizard”… 
Remove the checkmark “Run the SharePoint Product Configuration Wizard now” (untick this).
I.e. Do not run Product Configuration Wizard for now. Farm will be configured later via PowerShell AutoSPInstaller script.

If you need language packs – it’s time to install language packs. 

Now you are good to install Cumulative Update. Latest for test/lab environment, latest tested for production. Check updates against regressions (e.g. with Todd Klindt). 

Do not run Product Configuration Wizard.

Now let us have a closer look into AutoSPInstaller Automation folder.

у AutoSPInstallerInput.xml убираем атрибут “read only” файловой системы
AutoSPInstallerInput.xml правим так:
        <PIDKey></PIDKey> вбиваем ключ (можно триальный отсюда, потом вручную сменим на постоянный)
        <SKU>Enterprise</SKU> вбиваем Standard или Enterprise (ключ тогда должен быть соответствующий)
        <AutoAdminLogon Enable=”false” Password=”” /> вбиваем true и пароль, если хотим чтобы сервер каждый раз сам логинился (предполагается несколько перезагрузок)
        <Passphrase></Passphrase> вбиваем пароль/ключ (используется для присоединения дополнительных серверов к ферме)
        <Account…  везде, где встречаем DOMAIN\ или @domain, исправляем на наши реальные данные так:
            <Username>DOMAIN\SP_Farm</Username> , заменяем DOMAIN на настоящее имя нашего домена, оставляем название и имя учётки (SP_Farm) как есть
            <Password></Password> вбиваем пароль
            <Email>spfarm@domain.com</Email> вбиваем e-mail
        <CentralAdmin Provision=”true”>… ставим порт какой удобно, например <Port>2013</Port>
        <Database> первое упоминание делаем так
           <DBServer></DBServer>  вбиваем алиас для SQL Server (например <DBServer>SP3SQLAL</DBServer>)
                     DBInstance=”SERVER\INSTANCE” правим на только имя сервера (например, DBInstance=”SP3SQL1″)
            <DBPrefix>AutoSPInstaller</DBPrefix> меняем на удобный нам, например <DBPrefix>SP</DBPrefix>
        остальные упоминания <Database> не трогаем (оставляем пустыми как есть)
        <ManagedAccounts> домен и пароль  меняем на свой, всё остальное – названия акаунтов и сами акаунты – оставляем как есть
        <Logging><LogDiskSpaceUsageGB></LogDiskSpaceUsageGB> поставить приемлемое для своего дискового пр-ва значение, например 5
        <AppManagementService если вы в состоянии это сделать, то оставляем Provision=”true”
                и следуем инструкциям, например Setting up your App domain for SharePoint 2013
                иначе – ставим Provision=”false”

  • Собственно установка
    • Запускаем от имени администратора (Run As Administrator) батничек AutoSPInstallerLaunch.bat
    • Но не идём курить, как некоторые советуют, а пьем чай и наблюдаем, т.к. иногда срабатывает UAC и надо тыкнуть “OK”
    • Если скрипт почему-то “слетает”, то смотрим “почему”, поправляем и запускаем снова, ничего не меняя в других настройках.

Последействия:
        <AutoAdminLogon Enable=”false” Password=”” /> стираем пароль
        <Passphrase></Passphrase> стираем

поправить параметры логирования под себя

если есть exchange, можно настроить OutgoingEmail и сам Exchange

 

Notes:

if you plan federated SharePoint environment, i.e. having Publishing (Service) Farm and Consuming (Content) Farm – plan for SQL aliases carefully.

 

Sources:

Brian Lalancette: AutoSPInstaller 

Technet: Account permissions and security settings in SharePoint 2013
Technet: Install SharePoint 2013
Technet: Hardware and software requirements for SharePoint 2013
CodePlex: Automated SharePoint 2010/2013 PowerShell-based installation script
Technet: virtual environment for SharePoint 2013
Setting up your App domain for SharePoint 2013

F5 Load Balancing for SharePoint 2016

 

Management Tools Basic+Complete;

Правильная установка SharePoint 2013, SQL Server 2012. Учётные записи

Описание правильной установки SharePoint 2013 в варианте, минимально приемлемом для “боевого” применения, соответствующая рекомендациям Microsoft для небольшого количества пользователей (до 10тыс.) и без требований по отказоустойчивости. А именно – двухсерверная двухуровневая топология – один сервер баз данных и один сервер SharePoint, сочетающий все роли. Учётные записи – в соответствии с принципом least privilege.

Подготовка к установке

Считаем, что есть AD. Тогда делаем:

– (виртуальный) сервер для MS SQL
Рекомендуется выделять отдельный (в зависимости от предполагаемой нагрузки и доступных ресурсов физический или виртуальный) сервер для работы SQL сервера для SharePoint, или как минимум отдельный инстанс. Рекомендуется также давать алиас этому инстансу.

  • проц любой серверный 64-bit (рекомендуется дать 4-8 ядер),
  • память 2-4GB (рекомендуется 8-16GB),
  • HDD min 60GB (рекомендуется 80GB)

ставим MS Windows Server 2012 std en with GUI, устанавливаем время и часовой пояс, даём статический IP, называем как надо, локализуем под себя (language, region) включаем в домен, добавляем роль App Server, ставим обновления, проверяем есть ли ошибки в журнале, устраняем их.

– (виртуальный) сервер для MS SharePoint (далее SP)

  • проц любой серверный 64-bit (рекомендуется дать как минимум 4 ядра),
  • память минимум 8-12GB (рекомендуется 16-24GB),
  • HDD min 40GB (рекомендуется 80GB)

ставим MS Windows Server 2012 std en with GUI, устанавливаем время и часовой пояс, даём статический IP, называем как надо, локализуем под себя (language, region) включаем в домен, добавляем роли App Server и IIS, ставим обновления, проверяем есть ли ошибки в журнале, устраняем их.

заводим в AD следующие учётные записи:
– SP_Admin
– SP_Farm
– SP_Services
– SP_PortalAppPool
– SP_ProfilesAppPool
– SP_CacheSuperUser
– SP_CacheSuperReader
– SP_ProfileSync
– SP_SearchService
– SP_SearchContent
– SQLAdmin
– SQLSvc
(если ставим SharePoint Enterprise, то ещё
– SP_ExcelUser
– SP_VisioUser
– SP_PerfPointUser
)

на сервере SQL Server:
даём доменной учётке SQLAdmin права локального админа
разрешаем Remote Desktop

на сервере SP Server:
даём доменной учётке SP_Admin права локального админа
разрешаем Remote Desktop

Установка

на сервере SQL Server:
логинимся под учёткой SQLAdmin

  • устанавливаем MS SQL Server 2012 SP1
    (фичи: Database Engine Services, Reporting Services – SharePoint, Management Tools Basic+Complete;
    Service Accounts: вбиваем учётку SQLSvc;
    Collation должен быть Cyrillic_General_CI_AS;
    Server Configuration->AddCurrentUser)
  • SQL Management Studio->Security->Logins добавляем sp_admin, даём роли securityadmin, dbcreator, public.
  • SQL Management Studio->Right Click on instance name->select properties->Advanced->Change Max Degree of Parallelism to 1
  • Windows Firewall and Advanced Security->Inbound Rules->New Rule->Port TCP 1433 Allow .

на сервере SP Server:
логинимся под учёткой SP_Admin

  • устанавливаем MS SQL Server 2012 SP1
    (фичи: Reporting Services – add-in for SharePoint, Management Tools Basic+Complete)
  • запускаем SQL Management Tools, логинимся к нашему SQL Server (для проверки что есть доступ)
    Если нет – то первым делом на SQL Server проверяем, активированы ли протоколы TCP/IP для удалённого доступа (SQL Server Configuration Manager -> SQL Server Network Configuration -> Protocols… -> TCP/IP -> Enable)
  • Качаем и ставим Notepad++.
  • Качаем AutoSPInstaller. Распаковываем, изучаем состав.
  • Распаковываем AutoSPInstaller на локальном диске, (например, в d:\distrs),
    чтобы путь, например, к “AutoSPInstallerInput.xml” был такой “D:\distrs\SP\AutoSPInstaller\AutoSPInstallerInput.xml”

Состав должен быть такой:
– sp\2010 – этот каталог нам не нужен, можно удалить
– sp\2013\SharePoint\ – переписываем сюда «родной» дистрибутив (содержимое DVD или ISO диска SharePoint 2013 en)
– sp\2013\PDF\ – скачиваем файлики по инструкции и распаковываем zip в PDFFilter64installer.msi
– sp\2013\ForeFront\ – ничего не делаем
– sp\AutoSPInstaller\ – тут самое интересно, подробнее дальше

  • Установка пререквизитов
    Переходим в sp\2013\SharePoint\, Запускаем prerequisiteinstaller.exe
    Может потребоваться перезагрузка, но установка пререквизитов должна (пере-)(до-)запускаться автоматом, пока не увидим окошко
    “Installation Complete. All required prerequisites have been installed or enabled”
  • Установка бинарников
    (вообще-то AutoSPInstaller может сам устанавливать бинарники с дистрибутива, а также языковые пакеты, сервис паки и кумулятивные апдейты.
    но настройка всего этого довольно сложная, поэтому проще бинарники установить вручную, и скрип использовать для правильного конфигурирования фермы.)
    • Установка SharePoint с дистрибутива – Переходим в sp\2013\SharePoint\, Запускаем setup.exe
      После установки бинарников вам предложат сконфигурировать ферму (запускается psconfig) – на данном этапе этого делать не надо – выбираем “Отмена”
    • Установка языковых пакетов (language pack) – если надо
      После установки бинарников вам предложат сконфигурировать ферму (запускается psconfig) – на данном этапе этого делать не надо – выбираем “Отмена”
    • Установка CU – скачиваем последний кумулятивный апдейт и устанавливаем
      После установки бинарников вам предложат сконфигурировать ферму (запускается psconfig) – на данном этапе этого делать не надо – выбираем “Отмена”
    • Установка апдейтов языковых пакетов
      После установки бинарников вам предложат сконфигурировать ферму (запускается psconfig) – на данном этапе этого делать не надо – выбираем “Отмена”
  • Теперь работаем с файлами в каталоге sp\AutoSPInstaller\

у AutoSPInstallerInput.xml убираем атрибут “read only” файловой системы
AutoSPInstallerInput.xml правим так:
        <PIDKey></PIDKey> вбиваем ключ (можно триальный отсюда, потом вручную сменим на постоянный)
        <SKU>Enterprise</SKU> вбиваем Standard или Enterprise (ключ тогда должен быть соответствующий)
        <AutoAdminLogon Enable=”false” Password=”” /> вбиваем true и пароль, если хотим чтобы сервер каждый раз сам логинился (предполагается несколько перезагрузок)
        <Passphrase></Passphrase> вбиваем пароль/ключ (используется для присоединения дополнительных серверов к ферме)
        <Account…  везде, где встречаем DOMAIN\ или @domain, исправляем на наши реальные данные так:
            <Username>DOMAIN\SP_Farm</Username> , заменяем DOMAIN на настоящее имя нашего домена, оставляем название и имя учётки (SP_Farm) как есть
            <Password></Password> вбиваем пароль
            <Email>spfarm@domain.com</Email> вбиваем e-mail
        <CentralAdmin Provision=”true”>… ставим порт какой удобно, например <Port>2013</Port>
        <Database> первое упоминание делаем так
           <DBServer></DBServer>  вбиваем алиас для SQL Server (например <DBServer>SP3SQLAL</DBServer>)
                     DBInstance=”SERVER\INSTANCE” правим на только имя сервера (например, DBInstance=”SP3SQL1″)
            <DBPrefix>AutoSPInstaller</DBPrefix> меняем на удобный нам, например <DBPrefix>SP</DBPrefix>
        остальные упоминания <Database> не трогаем (оставляем пустыми как есть)
        <ManagedAccounts> домен и пароль  меняем на свой, всё остальное – названия акаунтов и сами акаунты – оставляем как есть
        <Logging><LogDiskSpaceUsageGB></LogDiskSpaceUsageGB> поставить приемлемое для своего дискового пр-ва значение, например 5
        <AppManagementService если вы в состоянии это сделать, то оставляем Provision=”true”
                и следуем инструкциям, например Setting up your App domain for SharePoint 2013
                иначе – ставим Provision=”false”

  • Собственно установка
    • Запускаем от имени администратора (Run As Administrator) батничек AutoSPInstallerLaunch.bat
    • Но не идём курить, как некоторые советуют, а пьем чай и наблюдаем, т.к. иногда срабатывает UAC и надо тыкнуть “OK”
    • Если скрипт почему-то “слетает”, то смотрим “почему”, поправляем и запускаем снова, ничего не меняя в других настройках.

Последействия:
        <AutoAdminLogon Enable=”false” Password=”” /> стираем пароль
        <Passphrase></Passphrase> стираем

поправить параметры логирования под себя

если есть exchange, можно настроить OutgoingEmail и сам Exchange

основные источники информации:
Technet: Install SharePoint 2013
Technet: Hardware and software requirements for SharePoint 2013
CodePlex: Automated SharePoint 2010/2013 PowerShell-based installation script
Technet: virtual environment for SharePoint 2013
Setting up your App domain for SharePoint 2013