iDeployment guide forMicrosoft SharePoint 2013Microsoft CorporationPublished: October 2012Author: Microsoft Office System ...
iiThis document is provided “as-is.” Information and views expressed in this document, including URLand other Internet web...
iiiContentsGetting help......................................................................................................
ivWSS_SHELL_ACCESS database role ......................................................................................19S...
vOverview....................................................................................................................
viRemoving a database server from a SharePoint farm ................................................................99Remo...
viiPhase 1: Create a new web application that uses forms-based authentication with CentralAdministration.....................
viiiProcess overview ........................................................................................................
ixInstall the SMTP service ..................................................................................................
xBefore you begin............................................................................................................
xiSetup and Deployment.......................................................................................................
xiiCreate the Business Data Connectivity service application in SharePoint 2013......................260Create a new Busin...
xiiiVerify offline access and synchronization of external data in Outlook for a BusinessConnectivity Services on-premises ...
xivConfigure links to Office client applications ............................................................................
xvCreate site collections for cross-site publishing..........................................................................
xviManaged properties that are enabled as refiners by default.................................................357Map a cra...
xviiInstall Workflow Manager certificates in SharePoint ..............................................................391C...
xviiiPlan App Catalog........................................................................................................
xixDownloadable resources about upgrade......................................................................................
xxSupported cross-product upgrades ..........................................................................................
xxiItems to clean up ........................................................................................................
xxiiQ: I see errors and warnings during upgrade about connectivity or corruption..................549Q: I ran out of disk ...
xxiiiComplete post-upgrade steps ............................................................................................
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Deployment guide-for-share point-2013
Deployment guide-for-share point-2013
Deployment guide-for-share point-2013
Deployment guide-for-share point-2013
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Deployment guide-for-share point-2013

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Transcript of "Deployment guide-for-share point-2013"

  1. 1. iDeployment guide forMicrosoft SharePoint 2013Microsoft CorporationPublished: October 2012Author: Microsoft Office System and Servers Team (itspdocs@microsoft.com)AbstractThis book provides deployment instructions for SharePoint 2013. The audiences for this book includeapplication specialists, line-of-business application specialists, and IT administrators who are ready todeploy SharePoint 2013.The content in this book is a copy of selected content in the SharePoint 2013 technical library as of thepublication date. For the most current content, see the technical library on the web.
  2. 2. iiThis document is provided “as-is.” Information and views expressed in this document, including URLand other Internet website 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 associationor connection is intended or should be inferred.This document does not provide you with any legal rights to any intellectual property in any Microsoftproduct. You may copy and use this document for your internal, reference purposes.© 2012 Microsoft Corporation. All rights reserved.Microsoft, Access, Active Directory, Backstage, Bing, Excel, Groove, Hotmail, Hyper-V, InfoPath,Internet Explorer, Office 365, OneNote, Outlook, PerformancePoint, PowerPoint, SharePoint,Silverlight, SkyDrive, Visio, Visio Studio, Windows, Windows Live, Windows Mobile,Windows PowerShell, Windows Server, and Windows Vista are either registered trademarks ortrademarks 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 theissues discussed as of the date of publication. Because Microsoft must respond to changing marketconditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoftcannot guarantee the accuracy of any information presented after the date of publication.
  3. 3. iiiContentsGetting help..........................................................................................................................................xxviOverview of SharePoint 2013 installation and configuration............................................................1Physical architecture...........................................................................................................................2Size.....................................................................................................................................................2Installation and configuration.............................................................................................................3Prepare the servers .........................................................................................................................3Create the farm.................................................................................................................................4Configure settings, services, solutions, and sites .......................................................................5Deployment stages..............................................................................................................................5Planning.............................................................................................................................................5Development.....................................................................................................................................6Proof of concept ...............................................................................................................................6Pilot.....................................................................................................................................................7User acceptance test (UAT)...........................................................................................................7Production .........................................................................................................................................7Prepare for installation of SharePoint 2013........................................................................................9TechNet articles about how to prepare for SharePoint 2013 installation and initialconfiguration .....................................................................................................................................9Additional resources about SharePoint 2013 installation and initial configuration..................10Initial deployment administrative and service accounts in SharePoint 2013...............................11Required permissions.......................................................................................................................11Account permissions and security settings in SharePoint 2013....................................................14About account permissions and security settings ........................................................................14SharePoint administrative accounts ...............................................................................................14Setup user administrator account................................................................................................14SharePoint farm service account.................................................................................................15SharePoint service application accounts.......................................................................................16Application pool account...............................................................................................................16Default content access account...................................................................................................16Content access accounts..............................................................................................................17Excel Services unattended service account ..............................................................................17My Sites application pool account...............................................................................................17Other application pool accounts ..................................................................................................18SharePoint database roles...............................................................................................................18WSS_CONTENT_APPLICATION_POOLS database role......................................................18
  4. 4. ivWSS_SHELL_ACCESS database role ......................................................................................19SP_READ_ONLY database role .................................................................................................19SP_DATA_ACCESS database role ............................................................................................19Group permissions ............................................................................................................................20WSS_ADMIN_WPG ......................................................................................................................20WSS_WPG .....................................................................................................................................28Local service...................................................................................................................................35Local system...................................................................................................................................36Network service..............................................................................................................................40Administrators.................................................................................................................................40WSS_RESTRICTED_WPG..........................................................................................................44Users group.....................................................................................................................................44All SharePoint 2013 service accounts ........................................................................................46Configure SQL Server security for SharePoint 2013 environments .............................................47Before you begin................................................................................................................................47Configuring a SQL Server instance to listen on a non-default port ...........................................48Blocking default SQL Server listening ports..................................................................................49Configuring Windows Firewall to open manually assigned ports...............................................50Configuring SQL Server client aliases ...........................................................................................50Install prerequisites for SharePoint 2013 from a network share....................................................52Installer switches and arguments....................................................................................................52Download and combine the SharePoint 2013 prerequisites on a file share ............................53Install the SharePoint 2013 prerequisites at the command prompt...........................................54Install the SharePoint 2013 prerequisites by using an arguments file ......................................54Known issues..................................................................................................................................56Install SharePoint 2013........................................................................................................................58TechNet articles about how to install and configure SharePoint 2013......................................58Additional resources about how to install and configure SharePoint 2013 ..............................59Install SharePoint 2013 on a single server with a built-in database .............................................61Overview.............................................................................................................................................61Before you begin................................................................................................................................62Install SharePoint 2013 ....................................................................................................................62Run the Microsoft SharePoint Products Preparation Tool.......................................................63Run Setup .......................................................................................................................................63Run the SharePoint Products Configuration Wizard ................................................................64Configure browser settings...........................................................................................................65Post-installation steps.......................................................................................................................66Install SharePoint 2013 on a single server with SQL Server .........................................................68
  5. 5. vOverview.............................................................................................................................................68Before you install SharePoint 2013 on a single server................................................................68Install SharePoint 2013 on a single server....................................................................................69Run the Microsoft SharePoint Products Preparation Tool.......................................................70Run Setup .......................................................................................................................................70Run the SharePoint Products Configuration Wizard ................................................................71Configure browser settings...........................................................................................................73Run the Farm Configuration Wizard............................................................................................74Post-installation steps.......................................................................................................................75Install SharePoint 2013 across multiple servers for a three-tier farm...........................................77Overview.............................................................................................................................................77Before you install SharePoint 2013 on multiple servers for a three-tier farm .......................79Using the Microsoft SharePoint Products Preparation Tool....................................................79Database server.............................................................................................................................79Public updates and hotfix packages............................................................................................80Prepare the farm servers..................................................................................................................80Install SharePoint 2013 on the farm servers.................................................................................80Create and configure the farm.........................................................................................................81Add web servers to the farm............................................................................................................83Post-installation steps.......................................................................................................................84Install or uninstall language packs for SharePoint 2013.................................................................85About language IDs and language packs......................................................................................85Downloading language packs..........................................................................................................87Installing language packs on the web and application servers ..................................................87Uninstalling language packs............................................................................................................88Add web or application servers to farms in SharePoint 2013........................................................89Before you add a web or application server to a SharePoint farm ............................................89Determine server role....................................................................................................................90Front-end web server role.............................................................................................................91Application server role...................................................................................................................91Additional tasks ..............................................................................................................................92Install prerequisite software .............................................................................................................92Install the SharePoint software........................................................................................................93Add the new SharePoint server to the farm ..................................................................................93Configure the new server.................................................................................................................96Remove a server from a farm in SharePoint 2013 ..........................................................................97Removing a web server or application server from a SharePoint farm ....................................97Remove a web server or an application server from a farm by using Control Panel ..........98
  6. 6. viRemoving a database server from a SharePoint farm ................................................................99Remove a database server, web server, or application server from a SharePoint farm byusing Central Administration ........................................................................................................99Uninstall SharePoint 2013.................................................................................................................101Before you begin..............................................................................................................................101Uninstall SharePoint 2013..............................................................................................................102Install and configure a virtual environment for SharePoint 2013.................................................103TechNet articles about SharePoint 2013 virtualization with Hyper-V......................................103Additional resources about Hyper-V installation and initial configuration...............................103Use best practice configurations for the SharePoint 2013 virtual machines and Hyper-Venvironment......................................................................................................................................105Introduction and scope ...................................................................................................................106Article scope .................................................................................................................................106Review the general best practice guidance for virtualization....................................................106Best practice guidance for virtualization...................................................................................107Configure the Hyper-V host computer..........................................................................................108Install and configure virtual networking........................................................................................109Hyper-V virtual networks.............................................................................................................109Virtual network types ...................................................................................................................109Virtual local area networks (VLANs) .........................................................................................110Network adapters and virtual network switches......................................................................111Create and configure the virtual machines..................................................................................112Configure the memory for the virtual machines..........................................................................112Configure the processors for the virtual machines.....................................................................113Configure the controllers and hard disks for the virtual machines...........................................114Configure services and general settings......................................................................................115Integration services......................................................................................................................115Automatic stop and start .............................................................................................................115Configure SharePoint 2013...............................................................................................................117TechNet articles about how to configure settings for the server farm.....................................117Additional resources about how to configure settings for the server farm..............................119Configure authentication infrastructure in SharePoint 2013 ........................................................120TechNet articles about how to configure authentication infrastructure ...................................120Configure forms-based authentication for a claims-based web application in SharePoint 2013............................................................................................................................................................122Before you begin..............................................................................................................................122Process overview ............................................................................................................................123
  7. 7. viiPhase 1: Create a new web application that uses forms-based authentication with CentralAdministration...............................................................................................................................123Phase 2: Configure the Web.Config files for an LDAP membership provider .......................124Configure the Central Administration Web.Config file............................................................124Configure the Security Token Service Web.Config file ..........................................................126Configure the new web application Web.Config file ...............................................................127Create a new web application that uses forms-based authentication with WindowsPowerShell....................................................................................................................................128Configure a forms-based authentication web application for Windows Azure autohostedapps................................................................................................................................................130Configure SAML-based claims authentication with AD FS in SharePoint 2013 .......................132Before you begin..............................................................................................................................132Process overview ............................................................................................................................133Phase 1: Install and configure an AD FS server.........................................................................133Phase 2: Configure AD FS with the web application as a relying party..................................133Configure AD FS for a relying party ..........................................................................................133Configure the claim rule ..............................................................................................................134Export the token signing certificate ...........................................................................................135Phase 3: Configure SharePoint 2013 to trust AD FS as an identity provider ........................135Exporting multiple parent certificates........................................................................................136Import a token signing certificate by using Windows PowerShell ........................................136Define a unique identifier for claims mapping by using Windows PowerShell ...................138Create a new authentication provider .......................................................................................138Phase 4: Configure web applications to use claims-based authentication and AD FS as thetrusted identity provider...............................................................................................................139Associate an existing web application with the AD FS identity provider .............................139Create a new web application with the AD FS identity provider...........................................140Configure server-to-server authentication in SharePoint 2013....................................................141TechNet articles about how to configure server-to-server authentication ..............................141Configure server-to-server authentication between SharePoint 2013 farms.............................142Configure a SharePoint 2013 trust relationship with another farm..........................................142Configure server-to-server authentication between SharePoint 2013 and Exchange Server2013...................................................................................................................................................146Process overview ............................................................................................................................147Configure server-to-server authentication between SharePoint 2013 and Lync Server 2013149Process overview ............................................................................................................................150Configure app authentication in SharePoint Server 2013 ............................................................152
  8. 8. viiiProcess overview ............................................................................................................................152Step 1. Configure the SharePoint Server 2013 app authentication trust................................153Configure SharePoint Server 2013 to trust ACS.....................................................................153Configure SharePoint Server 2013 to trust the app................................................................154Step 2. Register the app with the Application Management service .......................................156Step 3. Configure app permissions...............................................................................................156Configure client certificate authentication for SharePoint 2013...................................................157Configure client certificate authentication....................................................................................158Configure availability and recovery solutions for SharePoint 2013.............................................160TechNet articles about installing and configuring high availability and disaster recoverysolutions.........................................................................................................................................160Configure SQL Server 2012 AlwaysOn Availability Groups for SharePoint 2013 ....................161Process overview ............................................................................................................................161Before you begin..............................................................................................................................162Knowledge and skill requirements.............................................................................................162SQL Server AlwaysOn Availability Group concepts ...............................................................162Windows Server Failover Clustering.........................................................................................164SharePoint Foundation 2013 and SharePoint Server 2013..................................................164Detailed steps to configure an AlwaysOn Availability Group for SharePoint .........................164Prepare the Windows Server cluster environment .................................................................165Prepare the SQL Server environment ......................................................................................166Install SQL Server 2012..............................................................................................................166Enable Named Pipes...................................................................................................................166Enable AlwaysOn.........................................................................................................................167Create and configure the availability group..............................................................................167About replicas and data synchronization..................................................................................168Replica configuration requirements...........................................................................................169Create and configure the availability group..............................................................................171Create the availability group.......................................................................................................171Install and configure SharePoint 2013......................................................................................172Add SharePoint databases to the availability group...............................................................173Use failover tests to validate the AlwaysOn installation ............................................................174Monitor the AlwaysOn environment..............................................................................................174Configure email integration for a SharePoint 2013 farm ..............................................................176TechNet articles about email integration .....................................................................................176Configure incoming email for a SharePoint 2013 farm.................................................................178Before you begin..............................................................................................................................178Install and configure the SMTP service .......................................................................................179
  9. 9. ixInstall the SMTP service .............................................................................................................179Install IIS 6.0 Management tools ...............................................................................................180Configure the SMTP service ......................................................................................................180Configure incoming email in a basic scenario.............................................................................181Configure incoming email in an advanced scenario ..................................................................181Prepare your environment for incoming email in an advanced scenario................................184Configure AD DS to be used with Directory Management Service......................................184Configure DNS Manager.............................................................................................................187Add an SMTP connector in Microsoft Exchange Server 2010..............................................188Configure permissions to the email drop folder.......................................................................189Configure email drop folder permissions for the application pool identity account for a webapplication..................................................................................................................................189Configure email drop folder permissions for the logon account for the SharePoint Timerservice ........................................................................................................................................190Are attachments missing from email messages that are sent to a SharePoint documentlibrary? ...........................................................................................................................................191Configure outgoing email for a SharePoint 2013 farm..................................................................192Before you begin..............................................................................................................................193Install and configure the SMTP service .......................................................................................193Install the SMTP service .............................................................................................................193Configure the SMTP service ......................................................................................................194Configure outgoing email for a farm .............................................................................................195Configure outgoing email for a specific web application ...........................................................196Configure services and service applications in SharePoint 2013 ...............................................198TechNet articles about how to configure services for SharePoint 2013 .................................198Additional resources about how to configure services for SharePoint 2013..........................200Configure the Secure Store Service in SharePoint 2013 .............................................................201Configure Secure Store..................................................................................................................201Work with encryption keys .............................................................................................................203Generate an encryption key .......................................................................................................203Refresh the encryption key.........................................................................................................204Store credentials in Secure Store .................................................................................................204Create a target application..........................................................................................................205Field................................................................................................................................................206Set credentials for a target application .....................................................................................207Enable the audit log ........................................................................................................................207Video demonstration.......................................................................................................................208Create and configure a Search service application in SharePoint Server 2013.......................209
  10. 10. xBefore you begin..............................................................................................................................209How to create and configure a SharePoint Search service application..................................209Step 1: Create accounts that are required for a SharePoint Search service application.....210Step 2: Create a SharePoint Search service application ..........................................................211Step 3: Configure the SharePoint Search service application..................................................212Specify the default content access account.............................................................................212Specify the contact email address.............................................................................................213Create content sources in a SharePoint Search service application...................................213Step 4: Configure the SharePoint Search service application topology .................................214Create a Search Center site in SharePoint Server 2013..............................................................215Before you begin..............................................................................................................................215Deploy people search in SharePoint Server 2013.........................................................................218Before you begin..............................................................................................................................218People search prerequisites.......................................................................................................218Set up people search......................................................................................................................219Configure My Sites settings........................................................................................................219Configure crawling .......................................................................................................................219Add data for people search............................................................................................................222Add user profiles to the profile store .........................................................................................222Add information to My Sites........................................................................................................223Crawl the profile store.....................................................................................................................223Configure result sources for search in SharePoint Server 2013 .................................................225Before you begin..............................................................................................................................225Create a result source ....................................................................................................................225Levels and permissions for result sources...............................................................................226On the BASICS tab......................................................................................................................227On the SORTING tab ..................................................................................................................228On the TEST tab ..........................................................................................................................228Set a result source as default........................................................................................................228Create and configure Machine Translation services in SharePoint Server 2013 .....................230Before you begin..............................................................................................................................230Create a SharePoint Machine Translation service application.................................................231Database section properties.......................................................................................................232Configure the Machine Translation Service ................................................................................234Additional steps................................................................................................................................237Configure Request Manager in SharePoint Server 2013 .............................................................238Overview...........................................................................................................................................238Scenarios..........................................................................................................................................238
  11. 11. xiSetup and Deployment...................................................................................................................239Dedicated mode ...........................................................................................................................240Integrated mode ...........................................................................................................................241Configuration....................................................................................................................................242General settings ...........................................................................................................................242Windows PowerShell examples to enable routing and throttling..........................................242Decision information ....................................................................................................................243Routing targets .............................................................................................................................243Windows PowerShell examples routing target tasks..............................................................243Routing and throttling rules.........................................................................................................244Request Routing..............................................................................................................................245Incoming request handler ...........................................................................................................245Request routing ............................................................................................................................245Request rule matching ................................................................................................................245Front-end web server selection..................................................................................................246Request routing and prioritizing .................................................................................................246Request load balancing...............................................................................................................247Monitoring and maintenance .........................................................................................................247Configure Business Connectivity Services solutions for SharePoint 2013................................249About Business Connectivity Services installation scenarios...................................................249Prerequisites ....................................................................................................................................249On-premises deployment ...............................................................................................................249Deploy a Business Connectivity Services on-premises solution in SharePoint 2013..............251What these procedures help you deploy .....................................................................................251How to use these procedures and a roadmap of the procedures............................................253Prerequisites for deploying a Business Connectivity Services on-premises solution inSharePoint 2013..............................................................................................................................255On-premises scenario prerequisites.............................................................................................255Preparing the environment.............................................................................................................256How to download and install the AdventureWorks sample database..................................256Create database logins for a Business Connectivity Services on-premises solution inSharePoint 2013..............................................................................................................................257Create a SQL Server login..........................................................................................................257Create a SQL Server user on the AdventureWorks database..............................................258Start the Business Data Connectivity service for a Business Connectivity Services on-premises solution in SharePoint 2013..........................................................................................259Start the Business Data Connectivity service..........................................................................259
  12. 12. xiiCreate the Business Data Connectivity service application in SharePoint 2013......................260Create a new Business Data Connectivity Services service application.............................260Set permissions on the BCS Metadata Store for a Business Connectivity Services on-premises solution in SharePoint 2013..........................................................................................262Set permissions on the Business Connectivity Services Metadata Store...........................262Configure the Secure Store Service for a Business Connectivity Services on-premises solutionin SharePoint 2013..........................................................................................................................264Parameters for configuring the Secure Store Service for a Microsoft Business ConnectivityServices on-premises configuration..........................................................................................264Configure Secure Store Service for on-premises Business Connectivity Services...........264Create an external content type for a Business Connectivity Services on-premises solution inSharePoint 2013..............................................................................................................................267Create and configure an external content type with SharePoint Designer 2013...................267Define general information..........................................................................................................267Define general and Office behaviors.........................................................................................268Create a connection to the external data .................................................................................268Select a table, view, or routine and Define Operation............................................................268Add columns .................................................................................................................................269Map Outlook fields and set up the external item picker control ............................................269Define filters..................................................................................................................................269Set the Title field for an external list and complete the external content type ....................269Configure permission on an external content type for a Business Connectivity Services on-premises solution in SharePoint 2013..........................................................................................271Set up permissions to the external content type .....................................................................271Create an external list for a Business Connectivity Services on-premises solution inSharePoint 2013..............................................................................................................................273Create an external list .................................................................................................................273Create a view of an external list.................................................................................................273Manage user permissions on an external list for a Business Connectivity Services on-premises solution in SharePoint 2013..........................................................................................275Manage user permissions to the external list ..........................................................................275Connect an external list to Outlook for a Business Connectivity Services on-premises solutionin SharePoint 2013..........................................................................................................................277Synchronize the external list with Outlook ...............................................................................277Link to.............................................................................................................................................277
  13. 13. xiiiVerify offline access and synchronization of external data in Outlook for a BusinessConnectivity Services on-premises solution in SharePoint 2013.............................................278Update customer data offline and refresh it online .................................................................278Configure eDiscovery in SharePoint Server 2013.........................................................................279Configure communication between SharePoint Server 2013 and Exchange Server 2013 .279Configure Search to crawl all discoverable content...................................................................280Grant permissions ...........................................................................................................................280Create an eDiscovery center.........................................................................................................281Configure site mailboxes in SharePoint Server 2013....................................................................282Before you begin..............................................................................................................................282Configure SharePoint for Site Mailboxes in SharePoint Server 2013.....................................283Install Exchange Web Services API on SharePoint Server...................................................284Establish OAuth Trust and Service Permissions on SharePoint Server 2013.......................284Configure Exchange Server 2013 for Site Mailboxes................................................................293Establish OAuth Trust and Service Permission on Exchange ..............................................293Troubleshooting...............................................................................................................................293Table of Error Codes for Reference When Running Configuration Checklist Script .........293Configure Exchange task synchronization in SharePoint Server 2013......................................297Before you begin..............................................................................................................................297Configure SharePoint for Task Synchronization in SharePoint Server 2013.........................298Install Exchange Web Services API on SharePoint Server...................................................298Configure Exchange Server 2013 for Task Synchronization....................................................299Establish OAuth Trust and Service Permission on Exchange ..............................................299Configure social computing features in SharePoint Server 2013................................................300TechNet articles about configuring social computing features.................................................300Additional resources about configuring social computing features..........................................301Configure My Sites in SharePoint Server 2013..............................................................................302Prerequisites ....................................................................................................................................302Web application............................................................................................................................303User Profile service application and profile synchronization.................................................303Create a My Site host site collection ............................................................................................303Add a wildcard inclusion managed path to the web application...............................................304Connect the web application to service applications .................................................................305Enable self-service site creation for the web application ..........................................................305Configure My Site settings for the User Profile service application.........................................307Enable the User Profile Service Application - Activity Feed Job..............................................309Next steps.........................................................................................................................................310Configure trusted My Site host locations..................................................................................310
  14. 14. xivConfigure links to Office client applications .............................................................................310Add personalization site links on My Sites...............................................................................310Start related services...................................................................................................................311Configure microblogging.............................................................................................................311Create and configure communities in SharePoint Server 2013...................................................312Before you begin..............................................................................................................................312Create a Community Site ...............................................................................................................313Create a Community Portal............................................................................................................313Additional steps................................................................................................................................314Configure microblogging in SharePoint Server 2013....................................................................315TechNet articles about microblogging..........................................................................................315Configure Following settings in SharePoint Server 2013 .............................................................316Configure Following settings for My Sites ...................................................................................316Manage Feed Cache and Last Modified Time Cache repopulation in SharePoint Server 2013............................................................................................................................................................318Repopulate the Last Modified Time Cache by using timer jobs in Central Administration ..319Repopulate the Feed Cache and Last Modified Time Cache by using Windows PowerShellcmdlets...........................................................................................................................................320Manage the Distributed Cache service in SharePoint Server 2013............................................321Start and stop the Distributed Cache service..............................................................................321Change the memory allocation of the Distributed Cache service............................................322Change the memory allocation of the Distributed Cache by using Windows PowerShell 323Add or remove a server in a Distributed Cache cluster.............................................................324Add a server to the cache cluster and starting the Distributed Cache service by using aWindows PowerShell ...............................................................................................................324Remove a server from the cache cluster by using a Windows PowerShell........................324Perform a graceful shutdown of the Distributed Cache service ...............................................325Change the service account ..........................................................................................................325Enable or disable personal and social features for users or groups in SharePoint Server 2013............................................................................................................................................................327Enable users or groups to use personal and social features....................................................327Configure web content management solutions in SharePoint Server 2013 ..............................329The articles that are listed in the following table describe how to set up cross-site publishingfeatures in a SharePoint Server 2013 environment................................................................329Configure cross-site publishing in SharePoint Server 2013.........................................................331Before you begin..............................................................................................................................331
  15. 15. xvCreate site collections for cross-site publishing..........................................................................332Activate the Cross-Site Collection Publishing feature ...............................................................332Create content for authoring sites.................................................................................................332Create and manage term sets for tagging content on authoring sites.................................332Create catalog content by using SharePoint lists ...................................................................333Share a library or list as a catalog .............................................................................................334Make a term set available to other site collections .................................................................336Configure search for cross-site publishing ..................................................................................336Reindex catalog content .............................................................................................................337Connect a publishing site to a catalog in SharePoint Server 2013.............................................338Before you begin..............................................................................................................................338Connect a publishing site to a catalog .........................................................................................339Configure Search Web Parts in SharePoint Server 2013 ............................................................342Before you begin..............................................................................................................................343Add a Content Search Web Part to a page.................................................................................343Configure the query for a Content Search Web Part.................................................................343Quick Mode (default) ...................................................................................................................344Advanced Mode ...........................................................................................................................345Query text......................................................................................................................................348Configure the display templates for the Content Search Web Part.........................................348Add a Refinement Web Part to a page ........................................................................................348Configure the Refinement Web Part.............................................................................................349Change the refiner display name..................................................................................................350Display refiner counts in a Refinement Web Part.......................................................................350Configure the display templates for the Refinement Web Part ................................................351Add a Taxonomy Refinement Panel Web Part to a page .........................................................351Configure the Taxonomy Refinement Panel Web Part .............................................................352Add a Recommended Items Web Part to a page.......................................................................352Configure the Recommended Items Web Part...........................................................................353Get recommended items for.......................................................................................................353Query Rules..................................................................................................................................354Query text......................................................................................................................................354Refined by .....................................................................................................................................354{RecsURL}*...................................................................................................................................355Query text......................................................................................................................................355Configure the display templates for the Recommended Items Web Part...............................355Configure refiners and faceted navigation in SharePoint Server 2013 ......................................356Before you begin..............................................................................................................................356Enable a managed property as refiner.........................................................................................357
  16. 16. xviManaged properties that are enabled as refiners by default.................................................357Map a crawled property to a refinable managed property in SharePoint site collectionadministration............................................................................................................................358Enable a managed property as a refiner in SharePoint Central Administration.................359Configure refiners for faceted navigation.....................................................................................360Enable a term set for faceted navigation..................................................................................360Add refiners to a term set............................................................................................................360Set intervals for refiner values....................................................................................................361Additional steps............................................................................................................................361Configure result sources for web content management in SharePoint Server 2013 ..............362Before you begin..............................................................................................................................362Create a result source ....................................................................................................................363Levels and permissions for result sources...............................................................................363On the BASICS tab......................................................................................................................364On the SORTING tab ..................................................................................................................365On the TEST tab ..........................................................................................................................365Set a result source as default........................................................................................................366Configure recommendations and usage event types in SharePoint Server 2013....................367Before you begin..............................................................................................................................367Create a custom usage event type...............................................................................................368Record a custom usage event.......................................................................................................369Record a default usage event........................................................................................................373Change the level of importance of a usage event type .............................................................376Change the Recent time period for a usage event type............................................................378Enable and disable the logging of usage events of anonymous users...................................379Configure workflow in SharePoint Server 2013 .............................................................................383Installing and configuring workflow for SharePoint Server 2013.................................................384Overview...........................................................................................................................................384Workflow Platform types available in SharePoint Server 2013.............................................385Before you begin..............................................................................................................................386Install and configure SharePoint Server 2013 ............................................................................386Install and configure Workflow Manager......................................................................................386Configure Workflow Manager to work with the SharePoint Server 2013 farm.......................386Validate the installation...................................................................................................................389Troubleshooting...............................................................................................................................389Installing Workflow Manager certificates in SharePoint Server 2013.........................................391Configuration steps .........................................................................................................................391Enable SSL ...................................................................................................................................391
  17. 17. xviiInstall Workflow Manager certificates in SharePoint ..............................................................391Create a web application in SharePoint 2013 ................................................................................393TechNet articles about how to create web applications ............................................................393Create web applications that use classic mode authentication in SharePoint 2013 ................395Before you begin..............................................................................................................................395Create a web application that uses classic mode authentication with Windows PowerShell........................................................................................................................................................396Create claims-based web applications in SharePoint 2013.........................................................399Create a claims-based web application by using Central Administration...............................400Item.................................................................................................................................................403Create a claims-based web application by using Windows PowerShell.................................404Create a classic-mode web application by using Windows PowerShell.................................405Configure basic authentication for a claims-based web application in SharePoint 2013 ........407Before you begin..............................................................................................................................407Configure IIS to enable basic authentication...............................................................................408Configure digest authentication for a claims-based web application in SharePoint 2013.......410Before you begin..............................................................................................................................410Configure IIS to enable digest authentication .............................................................................411Install and manage solutions for SharePoint 2013........................................................................412TechNet articles about how to install and manage solutions....................................................412Additional resources about how to install and manage solutions ............................................413Install and manage apps for SharePoint 2013...............................................................................414Downloadable resources about apps for SharePoint ................................................................414TechNet articles about apps for SharePoint ...............................................................................414Additional resources about apps for SharePoint........................................................................415Overview of apps for SharePoint 2013............................................................................................417Where are apps for SharePoint hosted? .....................................................................................417How are apps for SharePoint and SharePoint sites related?...................................................418What is the URL for an app for SharePoint?...............................................................................419Use and benefits of apps for SharePoint.....................................................................................420Impacts of apps for SharePoint.....................................................................................................420Plan for apps for SharePoint 2013...................................................................................................421Governance: determine the app for SharePoint policy for your organization ........................421Plan app configuration settings.....................................................................................................422Determine the domain name to use..........................................................................................424
  18. 18. xviiiPlan App Catalog.............................................................................................................................425Plan to monitor apps.......................................................................................................................425Plan for app licenses.......................................................................................................................426Plan app permissions management in SharePoint 2013..............................................................427Introduction.......................................................................................................................................427App permission request scopes....................................................................................................428App permission requests................................................................................................................428App authorization policies ..............................................................................................................430Configure an environment for apps for SharePoint 2013 .............................................................431Before you begin..............................................................................................................................432Configure the domain names in DNS (all hosting options).......................................................433Create a new wildcard SSL certificate .........................................................................................437Configure the Subscription Settings and App Management service applications.................437Configure the app URLs to use.....................................................................................................442Configure the Internet-facing endpoints feature (Optional).......................................................444Manage the App Catalog in SharePoint 2013................................................................................445Before you begin..............................................................................................................................445Configure the App Catalog site for a web application................................................................446Configure app requests and SharePoint Store settings ............................................................447Add apps to the App Catalog.........................................................................................................449Remove apps from the App Catalog ............................................................................................450Add apps for SharePoint to a SharePoint 2013 site......................................................................451Before you begin..............................................................................................................................451Add apps for SharePoint to SharePoint sites..............................................................................452Remove an app for SharePoint from a SharePoint 2013 site......................................................455Before you begin..............................................................................................................................455Remove an app from a SharePoint site.......................................................................................455Monitor apps for SharePoint for SharePoint Server 2013............................................................457Before you begin..............................................................................................................................457Selecting apps to monitor in Central Administration ..................................................................458Monitoring app details in Central Administration ........................................................................459Monitoring app details in a SharePoint site.................................................................................460Monitor and manage app licenses in SharePoint Server 2013 ...................................................462Before you begin..............................................................................................................................462Monitoring and managing app licenses .......................................................................................463Upgrade to SharePoint 2013.............................................................................................................466
  19. 19. xixDownloadable resources about upgrade.....................................................................................466TechNet articles about upgrade....................................................................................................466Additional resources about upgrade.............................................................................................467Get started with upgrades to SharePoint 2013 ..............................................................................468Downloadable resources about upgrade to SharePoint 2013..................................................468TechNet articles about understanding upgrade..........................................................................468Additional resources about upgrade to SharePoint 2013..........................................................470Whats new in SharePoint 2013 upgrade........................................................................................471In-place upgrade of the farm is not supported............................................................................471Database-attach upgrade is available for some service application databases....................471Deferred site collection upgrade ...................................................................................................472Site collection health checker........................................................................................................472Upgrade evaluation site collections..............................................................................................472Notifications for life-cycle events...................................................................................................473Throttles for site collection upgrade..............................................................................................473True “SharePoint 2010” instead of visual upgrade.....................................................................473Log files now in ULS format...........................................................................................................474Overview of the upgrade process to SharePoint 2013 .................................................................475Create the SharePoint 2013 farm .................................................................................................476Copy the SharePoint 2010 Products databases.........................................................................476Upgrade SharePoint 2010 Products databases and service applications..............................477Upgrade SharePoint 2010 Products site collections..................................................................479Upgrade My Sites.........................................................................................................................479Upgrade other SharePoint 2010 Products site collections ....................................................481Services upgrade overview for SharePoint Server 2013..............................................................483Database attach upgrade with services.......................................................................................483Considerations for specific services .............................................................................................485Upgrade farms that share services (parent and child farms) to SharePoint 2013...................487Process for upgrading farms that share services.......................................................................487Best practices for upgrading to SharePoint 2013 ..........................................................................494Best practices for testing upgrade ................................................................................................494Best practices for upgrading to SharePoint 2013.......................................................................495Review supported editions and products for upgrading to SharePoint 2013 ............................497Supported topologies......................................................................................................................497Physical topology guidance........................................................................................................498Supported editions for upgrade.....................................................................................................498
  20. 20. xxSupported cross-product upgrades ..............................................................................................499Plan for upgrade to SharePoint 2013 ..............................................................................................500TechNet articles about how to plan for upgrade.........................................................................500Additional resources about how to plan for upgrade to SharePoint 2013 ..............................501Determine strategy for upgrade to SharePoint 2013.....................................................................502How to minimize downtime during upgrade ................................................................................502Special cases...................................................................................................................................503Create a plan for current customizations during upgrade to SharePoint 2013 .........................505Identify customizations in your environment ...............................................................................505Evaluate the customizations..........................................................................................................505Considerations for specific customizations .................................................................................507Ensure that future customizations follow best practices............................................................510Plan for site collection upgrades in SharePoint 2013....................................................................511Determine the site collections that farm administrators should upgrade................................511Plan settings for upgrade notifications, self-service upgrade, and site collection creation..512Properties that control site collection upgrade and site creation ..........................................512Properties that control upgrade notifications ...........................................................................513Plan for upgrade evaluation sites..................................................................................................514Timer jobs for upgrade evaluation site collections..................................................................515How the upgrade evaluation site collections are created ......................................................515Plan site collection upgrade throttling and queues.....................................................................515Throttle levels for site collection upgrade.................................................................................516About site collection modes ...........................................................................................................518Train site collection administrators ...............................................................................................518Plan for performance during upgrade to SharePoint 2013...........................................................520About upgrade performance for SharePoint 2013 .....................................................................520Estimate the space that you must have for the upgrade...........................................................521Database growth ..........................................................................................................................521Transaction log growth................................................................................................................522Estimate how long the upgrade will take .....................................................................................522Environment performance after upgrade.....................................................................................526Create a communication plan for the upgrade to SharePoint 2013............................................527Who is a member of the upgrade team? .....................................................................................527When and what to communicate to the upgrade team..............................................................528When and what to communicate to site users ............................................................................529Clean up an environment before an upgrade to SharePoint 2013..............................................530
  21. 21. xxiItems to clean up .............................................................................................................................530Delete unused or underused site collections and subwebs ..................................................530Check large lists (lists with lots of data)....................................................................................531Delete excess columns from wide lists (lists with too many columns) or remove wide lists.....................................................................................................................................................531Consider moving site collections into separate databases....................................................531Remove extraneous document versions..................................................................................531Remove unused templates, features, and Web Parts............................................................532Remove PowerPoint Broadcast sites........................................................................................532Finish Visual Upgrades in SharePoint 2010 Products ...........................................................532Repair data issues .......................................................................................................................534How to make structural changes...................................................................................................534Test and troubleshoot an upgrade to SharePoint 2013................................................................536Downloadable resources about how to test and troubleshoot upgrade..................................536TechNet articles about how to test and troubleshoot upgrade.................................................537Additional resources about how to test and troubleshoot upgrade..........................................537Use a trial upgrade to SharePoint 2013 to find potential issues..................................................539Set up a test environment ..............................................................................................................540Using a virtual test environment ................................................................................................541Using a physical test environment.............................................................................................541Identify and install customizations ................................................................................................542Copy real data to the test environment and upgrade databases.............................................543Review results after you upgrade databases..............................................................................544Review the log files......................................................................................................................544Review sites in 2010 mode.........................................................................................................544Run upgrade again, if it is necessary........................................................................................544Upgrade site collections and My Sites .........................................................................................544Review results after you upgrade site collections ......................................................................545Adjust your plans and test again...................................................................................................545Troubleshoot database upgrade issues in SharePoint 2013.......................................................546General principles to identify issues.............................................................................................546First, check upgrade status and log files..................................................................................546Then, address issues in order....................................................................................................547Common issues...............................................................................................................................547Q: I want to upgrade from a pre-release version of SharePoint 2013 .................................547Q: The log says I have missing templates, features, or other server-side customizations.....................................................................................................................................................547Q: The log file says that something is not right with my farm, web application, or serviceapplication configuration settings...........................................................................................548
  22. 22. xxiiQ: I see errors and warnings during upgrade about connectivity or corruption..................549Q: I ran out of disk space............................................................................................................549Q: I see an error about authentication ......................................................................................549Q: SQL Server says I dont have permissions.........................................................................550Q: A database will not upgrade..................................................................................................550Q: I changed a database name during restore, but I cannot find the files that have thatname...........................................................................................................................................550Q: I cannot back up the Search service application Administration database....................550Q: Trusted connections are not working for Excel Services after upgrade.........................550Q: My workflows are no longer associated correctly ..............................................................551Troubleshoot site collection upgrade issues in SharePoint 2013................................................552Check upgrade status and log files...............................................................................................552Common issues...............................................................................................................................553Q: I dont see a UI control on the page that used to be there ...............................................553Q: The view on a large list is not working any longer.............................................................553Q: I see an error about a duplicate content type name..........................................................553Q: My site looks ugly, doesnt behave as expected, or I see script errors ..........................553Q: Custom content in my site disappeared or doesnt work..................................................554Q: I receive an error that says a control or page cannot render...........................................554Q: I receive an error that I cannot create a subsite based on a site template because thesite template uses the 2010 experience version and my site collection is in the 2013experience version ...................................................................................................................554Restart a database-attach upgrade or a site collection upgrade to SharePoint 2013 .............555Restart upgrade for a database by using Windows PowerShell..............................................555Restart upgrade for a site collection.............................................................................................556Upgrade databases from SharePoint 2010 to SharePoint 2013 .................................................558Downloadable resources about upgrading databases ..............................................................558TechNet articles about upgrading databases .............................................................................558Additional resources about upgrade.............................................................................................559Checklist for database-attach upgrade (SharePoint 2013) ..........................................................561Prepare for upgrade........................................................................................................................561Pre-upgrade steps .......................................................................................................................561Complete the database attach upgrade.......................................................................................562Prepare the new environment....................................................................................................562Back up and restore databases.................................................................................................564Upgrade service application databases....................................................................................565Create web applications..............................................................................................................567Attach and upgrade content databases....................................................................................568
  23. 23. xxiiiComplete post-upgrade steps .......................................................................................................569Post upgrade steps for database attach upgrade...................................................................569Attach databases and upgrade to SharePoint 2013......................................................................572Before you begin..............................................................................................................................572Install SharePoint 2013 in a new environment ...........................................................................574Configure service applications and farm settings.......................................................................574Record the passphrase for the Secure Store service application............................................576Set the previous version databases to be read-only..................................................................576Back up the SharePoint 2010 Products databases by using SQL Server tools....................577Service application.......................................................................................................................577Export the encryption key for the User Profile service application ..........................................578Restore a backup copy of the database ......................................................................................579Set the databases to read-write ....................................................................................................580About upgrading the service application databases ..................................................................581Start the service instances.............................................................................................................581Upgrade the Secure Store service application ...........................................................................583Upgrade the Business Data Connectivity service application ..................................................585Upgrade the Managed Metadata service application ................................................................587Upgrade the User Profile service application..............................................................................588Start the User Profile Synchronization service ........................................................................591Upgrade the PerformancePoint Services service application ..................................................592Upgrade the Search service application......................................................................................593Verify that all of the new proxies are in the default proxy group ..............................................596Create web applications.................................................................................................................597Reapply customizations..................................................................................................................598Verify custom components.............................................................................................................599Attach a content database to a web application and upgrade the database .........................600Verification: Verify upgrade for the first database ......................................................................603Attach the remaining databases....................................................................................................604Verification: Verify upgrade for additional databases ................................................................604Next steps.........................................................................................................................................605Verify database upgrades in SharePoint 2013...............................................................................606Verify upgrade status for databases.............................................................................................606Review the log files for database attach upgrade...................................................................606Check upgrade status for databases ........................................................................................607Validate the upgraded environment..............................................................................................607Migrate from classic-mode to claims-based authentication in SharePoint 2013 ......................608Convert SharePoint 2010 Products classic-mode web applications to claims-basedauthentication in SharePoint 2010 Products and then upgrade to SharePoint 2013........608

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