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Install SharePoint 2013 Preview across multiple servers for a three-tier farm

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SharePoint Server 2010

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Published: July 16, 2012

This documentation is preliminary and subject to change.

Summary: Learn how to install SharePoint 2013 Preview to create a server farm that includes web servers, an application server, and a database server.

Applies to: SharePoint Foundation 2013 Preview | SharePoint Server 2013 Preview

A three-tier farm configuration consists of two front-end web servers, an application server, and a database server. The deployment sequence and configurations that are described in this article are based on recommended best practices. While the farm configuration is not complex, it provides a fundamental infrastructure to implement a SharePoint 2013 Preview solution on similar — or more complex farms.

In this article:

Overview

The basic steps in this deployment are as follows:

Ensure that you are familiar with the concept of a three-tier topology.
Ensure that you have done all the planning and preparatory work, such as verifying hardware and software requirements.
Install the required software updates on all servers that will be part of the farm.
Install the SharePoint 2013 Preview prerequisites on servers in the application and web tiers.
Install SharePoint 2013 Preview on the application server and the web servers.
Create and configure the SharePoint farm.
Provision services.
Complete post-deployment tasks as required.

Topology overview

This topology is typically used for the medium and large farms described in Overview of SharePoint 2013 Preview installation and configuration . In terms of performance, capacity, and scalability, a three-tier topology is recommended over a two-tier topology. A three-tier topology provides the most efficient physical and logical layout to support scaling out or scaling up, and it provides better distribution of services across the member servers of the farm. The following illustration shows the three-tier deployment that is described in this article.

Three-tier farm configuration

In the previous illustration, note the following:

You can add web servers to the web tier. These servers can be configured as conventional web servers to handle user requests, or they can be configured to host dedicated query components or other service components.
You can add farm servers to the application tier and configure them as dedicated servers that will host the SharePoint Central Administration website or other services on the farm that require dedicated resources or isolation from the web tier — for example, crawl components, query components, and profile pages.
You can add database servers to the database tier to implement a stand-alone instance, database mirroring, or a failover cluster. To configure the farm for high availability, database mirroring or a failover cluster is required on the database tier.

Before you install SharePoint 2013 Preview on multiple servers for a three-tier farm

Before you begin to install and configure SharePoint 2013 Preview, do the following:

Ensure that you are familiar with the operating-system guidelines described in Performance Tuning Guidelines for Windows Server 2008 and Performance Tuning Guidelines for Windows Server 2008 R2.
Ensure that you have met all hardware and software requirements. You must have a 64-bit version of Windows Server 2008 R2 SP1. For server farms, you must also have a supported 64-bit version of SQL Server. For more information about these requirements, such as specific updates that you must install, see Hardware and software requirements for SharePoint 2013 Preview.
Ensure that you perform a clean installation of SharePoint 2013 Preview.
Ensure that you are prepared to set up the required accounts by using appropriate permissions. For detailed information, see Initial deployment administrative and service accounts in SharePoint 2013 Preview.

Using the Microsoft SharePoint Products Preparation Tool

The Microsoft SharePoint Products Preparation Tool checks for the presence of prerequisites, and installs and configures all required programs. The Microsoft SharePoint Products Preparation Tool requires an Internet connection to download and configure SharePoint 2013 Preview prerequisites. The Microsoft SharePoint Products Preparation Tool runs when you start to install SharePoint 2013 Preview.

Database server

Ensure that SQL Server is updated to the required level and the TCP/IP protocol is enabled for the network configuration.

Organizations whose database administrators operate independently from SharePoint administrators will have to make sure that the correct version of SQL Server is available and updated to the required level. In addition, you will have to request a DBA-created database that is configured for your farm.

Note:

The procedures in this article do not use a DBA-created database. These procedures will be different in a DBA-created database deployment. For more information, see Deploy by using DBA-created databases (SharePoint 2013 Preview) .

Public updates and hotfix packages

Ensure that public updates and the required hotfix packages are installed for the operating system, SQL Server, and SharePoint 2013 Preview. We recommend that all servers be updated to the same software version before you apply the public updates.

Prepare the farm servers

Before you install SharePoint 2013 Preview , you must check for and install all the prerequisites on the application server and the web servers by using the Microsoft SharePoint Products Preparation Tool.

Tip:

If you decide to install prerequisites manually, you can still run the Microsoft SharePoint Products Preparation Tool to verify which prerequisites are required on each server.

Use the following procedure to install prerequisites on each server in the farm.

To run the Microsoft SharePoint Products Preparation Tool

1. Verify that the user account that is performing this procedure is the Setup user account. For information about the Setup user account, see Initial deployment administrative and service accounts in SharePoint 2013 Preview .

2. In the folder where you downloaded the SharePoint 2013 Preview software, locate and then run prerequisiteinstaller.exe.

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

Note:

The preparation tool may have to restart the local server to complete the installation of some prerequisites. The installer will continue to run after the server is restarted without manual intervention. However, you will have to log on to the server again.

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

5. On the Installation Complete page, click Finish.

6. After you complete the Microsoft SharePoint Products Preparation Tool, you must also install the following:

o KB 2554876

o KB 2708075

o KB 2472264

Install SharePoint 2013 Preview on the farm servers

After the prerequisites are installed, follow these steps to install SharePoint 2013 Preview on each farm server.

The following procedure installs binaries, configures security permissions, and edits registry settings for SharePoint 2013 Preview. At the end of Setup, you can choose to start the SharePoint Products Configuration Wizard, which is described later in this article.

To run Setup

2. On the SharePoint Server 2013 Preview Start page, click Install SharePoint Server.

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

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4. On the Read the Microsoft Software License Terms page, review the terms, select the I accept the terms of this agreement check box, and then click Continue.

5. On the Choose the installation you want page, click Server Farm.

6. On the Server Type tab, click Complete.

7. On the File Location tab, accept the default location or change the installation path, and then click Install Now.

Note:

As a best practice, we recommend that you install SharePoint 2013 Preview on a non-system drive.

8. When the Setup program is finished, a dialog box prompts you to complete the configuration of your server. Clear the Run the SharePoint Products and Technologies Configuration Wizard now check box.

Note:

For consistency of approach, we recommend that you do not run the configuration wizard until you have installed SharePoint 2013 Preview all application and front-end web servers that will participate in the server farm.

9. Click Close to finish Setup.

Create and configure the farm

To create and configure the farm, you run the SharePoint Products Configuration Wizard. This wizard automates several configuration tasks, such as creating the configuration database, installing services, and creating the Central Administration website. We recommend that you run the SharePoint Products Configuration Wizard on the server that will host the SharePoint Central Administration website before you run the wizard on the other servers in the farm.

To run the SharePoint Products Configuration Wizard and configure the farm

2. On the server that will host Central Administration (the application server), click Start, point to All Programs, and then click SharePoint 2013 Products, and then click SharePoint 2013 Products Configuration Wizard. If the User Account Control dialog box appears, click Continue.

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

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

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

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

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

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

3. In the Username box, type the user name of the server farm account in DOMAIN\user name format.

Important:

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

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

7. Click Next.

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

Although a passphrase resembles a password, it is usually longer to improve security. It is used to encrypt credentials of accounts that are registered in SharePoint 2013 Preview. For example, the SharePoint 2013 Preview system account that you provide when you run the SharePoint Products Configuration Wizard. Ensure that you remember the passphrase, because you must use it every time that you add a server to the farm.

Ensure that the passphrase meets the following criteria:

o Contains at least eight characters

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

§ English uppercase characters (from A through Z)

§ English lowercase characters (from a through z)

§ Numerals (from 0 through 9)

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

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

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

Note:

If you want to access the SharePoint Central Administration website from a remote computer, make sure that you allow access to the port number that you configure in this step. You do this by configuring the inbound rule for SharePoint Central Administration v4 in Windows Firewall with Advanced Security.

1. Click either NTLM or Negotiate (Kerberos).

10. Click Next.

11. On the Completing the SharePoint Products Configuration Wizard page, click Next.

12. On the Configuration Successful page, click Finish.

Note:

If the SharePoint Products Configuration Wizard fails, check the log files on the drive on which SharePoint 2013 Preview is installed, which are located in the %COMMONPROGRAMFILES%\Microsoft Shared\Web Server Extensions\15\LOGS folder.

13. The Central Administration website will open in a new browser window.

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

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

1. No, I don’t wish to participate.

14. On the Initial Farm Configuration Wizard page, you have the option to use a wizard to configure services or you can decide to configure services manually. For the purpose of this article, we use the manual option. Click Cancel.

The choice that you make here is a matter of personal preference. The Farm Configuration Wizard will configure some services automatically when you run it. However, if you configure services manually, you have greater flexibility in designing your logical architecture.

For information about how to use the wizard to configure services, see Configure services in SharePoint 2013 Preview . If you are using Microsoft Office Web Apps Preview, see Office Web Apps overview (Installed on SharePoint 2013 Preview Products) .

Important:

If you are using a DBA-created database, you cannot use the Farm Configuration Wizard, you must use SharePoint Products Configuration Wizard.

Add web servers to the farm

After you create the farm on the application server, you can add the servers for the web tier by following the same process described earlier in this topic for installing SharePoint 2013 Preview on the server that hosts Central Administration. The only difference is that during setup, you are prompted to join an existing farm. Follow the wizard steps to join the farm.

For additional information about how to add servers to a farm, see Add web or application servers to farms in SharePoint 2013 Preview . This article also provides detailed information for the steps in the following procedure.

Post-installation steps

After you install and configure SharePoint 2013 Preview, your browser window opens to the Central Administration web site of your new SharePoint site. Although you can start adding content to the site or customizing the site, we recommend that you first perform the following administrative tasks.

Configure usage and health data collection You can configure usage and health data collection in your server farm. The system writes usage and health data to the logging folder and to the logging database. For more information, see Configure usage and health data collection (SharePoint 2013 Products Preview).
Configure diagnostic logging You can configure diagnostic logging that might be required after initial installation or upgrade. The default settings are sufficient for most situations. Depending upon the business needs and life-cycle of the farm, you might want to change these settings. For more information, see Configure diagnostic logging (SharePoint 2013 Preview).
Configure incoming e-mail You can configure incoming e-mail so that SharePoint sites accept and archive incoming e-mail. You can also configure incoming e-mail so that SharePoint sites can archive e-mail discussions as they occur, save e-mailed documents, and show e-mailed meetings on site calendars. In addition, you can configure the SharePoint Directory Management Service to provide support for e-mail distribution list creation and administration. For more information, see Configure incoming email for a SharePoint 2013 Preview farm.
Configure outgoing email You can configure outgoing email so that your Simple Mail Transfer Protocol (SMTP) server sends email alerts to site users and notifications to site administrators. You can configure both the "From" email address and the "Reply" email address that appear in outgoing alerts. For more information, see Configure outgoing email for a SharePoint 2013 Preview farm.
Configure Search settings You can configure Search settings to crawl the content in SharePoint 2013 Preview.