Deploy Office SharePoint Server 2007 and Office Project Server 2007 to a new environment

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Topic Last Modified: 2016-11-14

This article describes how to deploy Microsoft Office SharePoint Server 2007 and Microsoft Office Project Server 2007 to a new environment. This is the third deployment scenario in deploying Office SharePoint Server 2007 with Office Project Server 2007. The other two scenarios are:

For additional information about deploying Office SharePoint Server 2007 with Office Project Server 2007, see Deploy Office Project Server 2007 with Office SharePoint Server 2007.

Important

Before installing Office Project Server 2007 or Office SharePoint Server 2007, it is very important to thoroughly plan for the deployment. For information on planning for Office Project Server 2007, see Planning and architecture for Office Project Server 2007. For information on planning for Office SharePoint Server 2007, see Planning and architecture for Office SharePoint Server 2007.

Deployment overview

This scenario is typically used in an environment in which you do not have a pre-existing deployment of either Office SharePoint Server 2007 or Office Project Server 2007 and want to deploy both to a new environment.

For information about the advantages of integrating Office SharePoint Server 2007 with Office Project Server 2007, see Deploy Office Project Server 2007 with Office SharePoint Server 2007.

To deploy a new installation of Office SharePoint Server 2007 with Office Project Server 2007 in a new environment, you will take the following steps:

  1. Install the first server in the farm:

    1. Install the Office SharePoint Server binary files to your first server.

    2. Install the Project Server binary files to the same server.

    3. Run the SharePoint Products and Technologies Configuration Wizard.

  2. Add additional servers to the farm (if needed):

    1. Install the Office SharePoint Server binary files to the new server.

    2. Install the Project Server binary files to the same server.

    3. Run post setup configuration.

  3. Configure the farm services for Project Server application servers.

  4. Designate Index and Query servers and start the Office SharePoint Server Search Service.

  5. Create Web applications.

  6. Create the Shared Services Provider.

  7. Provision Project Server sites to the farm.

  8. Configure additional Office SharePoint Server 2007 services.

We recommend that you install and configure Office SharePoint Server 2007 and Office Project Server 2007 on all of the farm servers before you configure services and create sites. This means completing steps 1 and 2 on all servers you want to include in your farm before proceeding to the subsequent steps.

System requirements

Office SharePoint Server 2007 and Office Project Server 2007 have identical system requirements for installation.

Hardware and software requirements

Prior to deploying Office SharePoint Server 2007 and Office Project Server 2007, refer to the following article for detailed information about required hardware and software requirements:

Determine hardware and software requirements (Office SharePoint Server)

Install the Microsoft .NET Framework version 3.0

Go to the Microsoft Download Center Web site (http://go.microsoft.com/fwlink/?LinkID=72322\&clcid=0x40), and on the Microsoft .NET Framework 3.0 Redistributable Package page, follow the instructions for downloading and installing the Microsoft .NET Framework version 3.0. There are separate downloads for x86-based computers and x64-based computers. Be sure to download and install the appropriate version for your computer. The Microsoft .NET Framework version 3.0 download contains the Windows Workflow Foundation technology, which is required by workflow features.

Enable ASP.NET 2.0

You must enable ASP.NET 2.0 on all servers on which you plan to install Office SharePoint Server 2007 and Office Project Server 2007.

Enable ASP.NET 2.0

  1. Click Start, point to All Programs, point to Administrative Tools, and then click Internet Information Services (IIS) Manager.

  2. In the IIS Manager tree, click the plus sign (+) next to the server name, and then click the Web Service Extensions folder.

  3. In the details pane, click ASP.NET v2.0.50727, and then click Allow.

Security account requirements

During the installation and configuration, you must specify certain user accounts and passwords. For more information about administrative and security accounts, see Plan for administrative and service accounts (Office SharePoint Server).

Prepare the database server

The database server computer must be running Microsoft SQL Server 2005 or Microsoft SQL Server 2000 with the most recent service pack.

The Office SharePoint Server 2007 and Office Project Server 2007 Setup programs automatically create the necessary databases when you install and configure them. Optionally, you can preinstall the required databases if that is required by your IT environment or policies.

For more information about prerequisites, see Determine hardware and software requirements (Office SharePoint Server).

If you are using SQL Server 2005, you must also change the surface area settings.

Configure surface area settings in SQL Server 2005

  1. Click Start, point to All Programs, point to Microsoft SQL Server 2005, point to Configuration Tools, and then click SQL Server Surface Area Configuration.

  2. In the SQL Server 2005 Surface Area Configuration dialog box, click Surface Area Configuration for Services and Connections.

  3. In the tree view, expand the node for your instance of SQL Server, expand the Database Engine node, and then click Remote Connections.

  4. Select Local and Remote Connections, select Using both TCP/IP and named pipes, and then click OK.

SQL Server and database collation

The SQL Server database collation must be configured for case-insensitive, accent-sensitive, Kana-sensitive, and width-sensitive. This configuration is used to ensure file-name uniqueness consistent with the Windows operating system. For more information about collations, see "Selecting a SQL Collation" or "Collation Settings in Setup" in SQL Server Books Online.

Required accounts

The following table describes the accounts that are used to configure Microsoft SQL Server and to install Office SharePoint Server 2007 and Office Project Server 2007. For more information about the required accounts, including specific privileges required for these accounts, see Plan for administrative and service accounts (Office SharePoint Server) .

Account Purpose

SQL Server service account

SQL Server prompts for this account during SQL Server Setup. This account is used as the service account for the following SQL Server services:

  • MSSQLSERVER

  • SQLSERVERAGENT

If you are not using the default instance, these services will be shown as:

  • MSSQL$InstanceName

  • SQLAgent$InstanceName

Setup user account

The user account that is used to run Setup on each server

Server farm account

This account is:

  • The application pool account for the SharePoint Central Administration Web site

  • The process account for the Windows SharePoint Services Timer (SPAdmin) service

This account is also referred to as: Database access account

Deploying the first server in the farm

Use the following steps to install Office SharePoint Server 2007 and Office Project Server 2007 to the first server in the farm. If you are planning a one-server farm installation, the steps still apply.

Important

If you uninstall Office SharePoint Server 2007 from the first server on which you installed it, your farm might experience problems. We recommend that you do not install Office SharePoint Server 2007 on an index server first.

Note

Setup installs Central Administration on the first server on which you run Setup.exe. Therefore, we recommend that the first server on which you install Office SharePoint Server 2007 is a server from which you want to run Central Administration.

Install the Office SharePoint Server 2007 binary files

Use the following procedures to install the Office SharePoint Server 2007 binary files to the first server in your farm:

Install the Office SharePoint Server 2007 binary files on the first server

  1. From the product disc, run Setup.exe, or from the product download, run Officeserver.exe, on one of your Web server computers.

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

    Note

    Setup automatically verifies the product key, places a green check mark next to the text box, and enables the Continue button after it validates the key. If the key is not valid, Setup displays a red circle next to the text box and notifies you that the key is incorrect.

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

  4. On the Choose the installation you want page, click Advanced. The Basic option is for stand-alone installations.

  5. On the Server Type tab, select Complete.

  6. Optionally, to install Office SharePoint Server 2007 at a custom location, select the File Location tab, and then type the location or Browse to the location.

  7. Optionally, to participate in the Customer Experience Improvement Program, select the Feedback tab and select the option you want. To learn more about the program, click the link. You must have an Internet connection to view the program information.

  8. When you have chosen the correct options, click Install Now.

  9. When Setup finishes, a dialog box appears that prompts you to complete the configuration of your server. Clear the Run the SharePoint Products and Technologies Configuration Wizard now check box.

    Important

    Be sure that the Run the SharePoint Products and Technologies Configuration Wizard now check box is not selected. You will run the Run the SharePoint Products and Technologies Configuration Wizard after installing the Office Project Server 2007 binary files.

  10. Click Close.

Install the Office Project Server 2007 binary files

When installing the Office Project Server 2007 binary files to a server in an existing Office SharePoint Server 2007 farm, the installation will automatically detect the Office SharePoint Server 2007 server type installed to the computer and will then install the appropriate Office Project Server 2007 server type. For example, if a server is installed as a Office SharePoint Server 2007 application server, the Office Project Server 2007 installation detects the server type and automatically installs the Office Project Server 2007 application server binary files. This makes the process of installing the Office Project Server 2007 binary files identical on different Office SharePoint Server 2007 server types.

To install Office Project Server 2007 to a server in a Office SharePoint Server 2007 farm, do the following:

Install Office Project Server 2007 binary files to the first server in a farm

  1. Navigate to the installation location for Office Project Server 2007, and then double-click the Setup.exe file to begin the setup process.

  2. On the Enter Product Key page, type the 25-character product key, and then click Continue.

  3. On the End User License Agreement page, view the terms of the agreement. Select I accept the terms of the agreement, and then click Continue.

  4. When installation of the binary files is completed, the Setup Complete page is displayed and prompts you to complete the configuration of your server. Verify that Run the SharePoint Products and Technologies Configuration Wizard now is selected, and then click Close.

    Note

    If you choose to run the SharePoint Products and Technologies Configuration Wizard at a later time, click to clear the check box, and then click Close. To start the SharePoint Products and Technologies Configuration Wizard later, click Start, click All Programs, click Microsoft Office Server, and then click SharePoint Products and Technologies Configuration Wizard.

Run the SharePoint Product and Technologies Configuration Wizard

After installing the Office SharePoint Server 2007 and Office Project Server 2007 binary files on the initial server, you need to run the SharePoint Products and Technologies Configuration Wizard on the server.

To run the wizard, perform the following steps on the server after installing the binary files:

Run the SharePoint Products and Technologies Configuration Wizard on the first server

  1. The Welcome to SharePoint Products and Technologies page lists information that is required from you during configuration. You will need the following information to configure later in the procedure:

    • Name of the database server and database where the server farm configuration data will be stored.

    • User name and password for the database access account that will administer the server farm.

    Click Next.

  2. A warning dialog alerts you that some services might need to be restarted or reset during the configuration. These will include:

    • Internet Information Services

    • SharePoint Administration Service

    • SharePoint Timer Service

    Click Yes.

  3. On the Connect to a Server Farm page, select:

    • No, I want to create a new server farm - Select this option since this is the first server in the farm.

    Click Next.

  4. On the Specify Configuration Database Settings page, use the information you gathered earlier to specify the name of the computer running SQL Server and the name of the configuration database, and to specify a Windows account that the computer will use to connect to the configuration database.

    1. In the Database server box, if you are creating a new farm, type the name of the computer running SQL Server on which the database will be created.

      If you are connecting to an existing farm, type the name of the computer running SQL Server on which the configuration database exists.

    2. In the Database name box, if you are creating a new farm, type the name that you want to give the configuration database. The default entry is SharePoint_Config.

      If you are connecting to an existing farm, click the Retrieve Database Names button. This will search for the configuration databases on the SQL Server you specified. The configuration database names on the server will then display in the Database name drop down list. Select the name of the configuration database for the existing farm.

    3. In the User name box, type the user name of the Server farm account. (Be sure to type the user name in the format DOMAIN\username).

      Important

      The server farm account is used to access your configuration database. It also acts as the application pool identity for the Central Administration application pool, and it is the account under which the Windows SharePoint Services Timer service runs. The SharePoint Products and Technologies Configuration Wizard adds this account to the SQL Server Logins, the SQL Server Database Creator server role, and the SQL Server Security Administrators server role. The user account that you specify as the service account must be a domain user account, but it does not need to be a member of any specific security group on your Web servers or your back-end 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 Web servers or your back-end servers.

    4. In the Password box, type the password for this account.

    5. Click Next.

  5. On the Configure SharePoint Central Administration Web Application page, configure the following options:

    1. On the Configure SharePoint Central Administration Web Application page, select the Specify port number check box and type a port number if you want the SharePoint Central Administration Web site to use a specific port, or leave the Specify port number check box cleared if you do not care which port number Central Administration uses. If you do not specify an available port number, one will be selected automatically.

    2. In the Configure Security Settings section, select NTLM authentication (the default) if you would like to use NTLM authentication. Select Negotiate (Kerberos) if you want to use Kerberos authentication. If you are unsure, contact your network administrator. Then click Next.

      Note

      In most cases, you should use the default setting (NTLM). Use Negotiate (Kerberos) only if Kerberos is supported in your environment. Using the Negotiate (Kerberos) option requires you to configure a Service Principal Name for the domain user account. To do this, you must be a member of the Domain Admins group. For more information about configuring Kerberos, see Microsoft Knowledge Base article KB 832769: HOW TO: Configure Windows SharePoint Services to Use Kerberos Authentication (http://support.microsoft.com/?kbid=832769).

  6. On the Completing the SharePoint Products and Technologies Configuration Wizard page, verify that your configuration settings are correct. If any settings are not correct, use the Back button to change the setting. Click Next.

  7. When configuration is finished, the Configuration Successful page displays. Click Finish. This automatically opens Central Administration.

    Note

    If you are prompted for your user name and password, you might need to add Central Administration to the list of trusted sites in Internet Explorer. Instructions for configuring this setting are provided later in this article.

    Note

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

Add Central Administration to the list of trusted sites

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

  2. On the Security tab, in the Select a Web content zone to specify its security settings box, click Trusted Sites, and then click Sites.

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

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

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

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

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

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

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

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

  3. In the Proxy Server area, select the Bypass proxy server for local addresses check box.

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

  5. Click OK again to close the Internet Options dialog box.

Deploying additional servers to the farm

After installing Office SharePoint Server 2007 and Office Project Server 2007 on the initial server and creating the farm, you can easily deploy additional server to the farm by installing the Office SharePoint Server 2007 and Office Project Server 2007 binary files and running the SharePoint Products and Technologies Configuration Wizard on the new servers.

When you add servers to the farm and run the SharePoint Products and Technologies Configuration Wizard, the wizard does not create additional Central Administration sites on the servers that you add, nor does it create any databases on your database server.

Install the Office SharePoint Server 2007 binary files

This procedure, which installs the Office SharePoint Server 2007 binary files when adding additional servers to the farm, is almost the same as the earlier procedure that added the first server to the farm. The only difference is that you have the option to make the server a front-end Web or application server.

Install the Office SharePoint Server 2007 binary files to an additional server

  1. From the product disc, run Setup.exe, or from the product download, run Officeserver.exe, on one of your Web server computers.

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

    Note

    Setup automatically verifies the product key, places a green check mark next to the text box, and enables the Continue button after it validates the key. If the key is not valid, Setup displays a red circle next to the text box and notifies you that the key is incorrect.

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

  4. On the Choose the installation you want page, click Advanced. The Basic option is for stand-alone installations.

  5. On the Server Type tab, select the server type you want to install:

    • Complete   Select this option if you want the computer to serve as an application server.

      Note

      If you want the computer to serve solely as an application server, later you can configure the farm services on the computer to stop the Windows SharePoint Services Web Application service. If you want the computer to serve content to users as well, leave the service started.

    • Front end Web   Select this option if you want the computer to serve content to users.

  6. Optionally, to install Office SharePoint Server 2007 at a custom location, select the File Location tab, and then type or Browse to the location.

  7. Optionally, to participate in the Customer Experience Improvement Program, select the Feedback tab and select the option you want. To learn more about the program, click the link. You must have an Internet connection to view the program information.

  8. When you have chosen the correct options, click Install Now.

  9. When Setup finishes, a dialog box appears that prompts you to complete the configuration of your server. Clear the Run the SharePoint Products and Technologies Configuration Wizard now check box.

    Important

    Be sure that the Run the SharePoint Products and Technologies Configuration Wizard now check box is not selected. You will run the Run the SharePoint Products and Technologies Configuration Wizard after installing the Office Project Server 2007 binary files.

  10. Click Close.

Install the Office Project Server 2007 binary files

When installing Office Project Server 2007 on a server with an existing Office SharePoint Server 2007 installation, the Setup program detects the server type and installs the corresponding Office Project Server 2007 binary files. This eliminates the need for you to determine the server type and select the appropriate one to install. It also allows you to run the same procedure on any added server on which you have installed the Office SharePoint Server 2007 binary files, regardless of server type.

Run the following procedure on any server you are adding to the farm on which you have already installed the Office SharePoint Server 2007 binary files.

Install the Office Project Server 2007 binary files to an additional server

  1. Navigate to the installation location for Office Project Server 2007, and then double-click the Setup.exe file to begin the setup process.

  2. On the Enter Product Key page, type the 25-character product key, and then click Continue.

  3. On the End User License Agreement page, view the terms of the agreement. Select I accept the terms of the agreement, and then click Continue.

  4. When installation of the binary files is completed, the Setup Complete page is displayed and it prompts you to complete the configuration of your server. Verify that Run the SharePoint Products and Technologies Configuration Wizard now is selected, and then click Close.

    Note

    If you choose to run the SharePoint Products and Technologies Configuration Wizard at a later time, click to clear the check box, and then click Close. To start the SharePoint Products and Technologies Configuration Wizard later, click Start, click All Programs, click Microsoft Office Server, and then click SharePoint Products and Technologies Configuration Wizard.

Run the SharePoint Products and Technologies Configuration Wizard

After installing the binary files for Office SharePoint Server 2007 and Office Project Server 2007, you need to run the SharePoint Products and Technologies Configuration Wizard on any server that is added to the farm. During this process, you connect the new server to the existing server farm. You will be using the existing Configuration database that was created when running the wizard on the first server in the farm.

Run the SharePoint Products and Technologies Configuration Wizard on additional servers

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

  2. Click Yes in the dialog box that notifies you that some services might need to be restarted during configuration.

  3. On the Connect to a server farm page, click Yes, I want to connect to an existing server farm, and then click Next.

  4. In the Specify Configuration Database Settings dialog box, in the Database server box, type the name of the computer that is running SQL Server.

  5. Click Retrieve Database Names, and then from the Database name list, select the database name that you created when you configured the first server in your server farm.

  6. In the User name box, type the user name of the account used to connect to the computer running SQL Server. (Be sure to type the user name in the format DOMAIN\username.) This must be the same user account you used when configuring the first server.

  7. In the Password box, type the user's password, and then click Next.

  8. On the Completing the SharePoint Products and Technologies Configuration Wizard page, click Next.

  9. On the Configuration Successful page, click Finish.

Configure the farm services for Project Server application servers

On each application server on which you want the Project Server application server to run, you will need to enable the Project Application service. This is done through Central Administration.

As noted previously, the Office Project Server 2007 binary files need to be installed on all front-end Web and application servers in the farm. However, the Project Application service only needs to be started on any application server you want to serve as a Project Server application server.

Use the following procedures to start the Project Application service on any server you want to serve as a Project Server application server.

Start the Project Application service on the application server

  1. From the top navigation on the Central Administration Web site, click Operations.

  2. On the Operations page, in the Topology and Services section, select Servers in farm.

  3. On the Servers in Farm page, in the Server list, click the server on which you want to start the Project Application service.

  4. On the Services on Server page for this computer, in the Service list, find Project Application Service. In the same row under the Action column, click Start.

    Note

    To see a complete list of all the services on the computer, in the Select server role to display services you will need to start in the table below section, select Custom.

  5. In the Service list, find Project Application Service. In the same row under the Action column, click Start.

    To see whether the status has changed, you might need to refresh the page.

    The status for the Project Application Service will be displayed as Started.

  6. In the Service list, find the Windows SharePoint Services Web Application service. If you want the server to function solely as an application server, click Stop to stop this service. If you want this server to also server content to users, leave this service running.

Start the Office SharePoint Server Search service

You should use the Office SharePoint Server Search service to crawl and index all content that you want to be searchable (other than the Help system).

Important

It is important to understand how you plan to crawl and index content in your environment. For more information on the Office SharePoint Server Search Service, see Plan search (Office SharePoint Server).

Starting the Office SharePoint Server Search service requires you to designate Index and query servers. Once you have determined which server in your farm will serve as an Index server and query server, use the following steps on that server to start the Office SharePoint Server Search service on that server.

Note

An Index server can only be designated on an application server in the farm. We also recommend that a dedicated application server be used for indexing. Do not use a Project Server application server for indexing. Doing so would have an adverse affect on throughput.

Start the Office SharePoint Server Search service on the index server

  1. On the Central Administration home page, click the Operations tab on the top link bar.

  2. On the Operations page, in the Topology and Services section, click Services on server.

  3. In the Server list, select the server that you want to configure as an index server and optionally a query server.

  4. On the Services on Server page, next to Office SharePoint Server Search, click Start.

  5. Select the Use this server for indexing content check box. This expands the page and adds the Index Server Default File Location, Indexer Performance, and Web Front End and Crawling sections.

  6. If you want to use this server to service search queries, select the Use this server for servicing search queries check box. (This option expands the page and adds the Query Server Index File Location section.) If not, skip to the next step.

  7. In the Contact E-mail Address section, type the e-mail address that you want external site administrators to use to contact your organization if problems arise when their sites are being crawled by your index server.

  8. In the Farm Search Service Account section, specify the User name and Password of the account under which the search service will run. This account must be a member of the Administrators group on the server and be a member of the Farm Administrators group in the Central Administration Web site (the WSS_ADMIN_WPG Windows security group).

  9. Optionally, you can also configure other settings or accept the default settings.

  10. When you have configured all the settings, click Start.

You can optionally use the following steps to start the Office SharePoint Server Search service to deploy query servers. Query servers can only be deployed to application servers in the farm.

Important

If you selected the Use this server for serving search queries option in step 6 of the previous procedure, you cannot deploy additional query servers unless you first remove the query server role from the index server.

Start the Office SharePoint Server Search service on query servers

  1. On the Central Administration home page, click the Operations tab on the top link bar.

  2. On the Operations page, in the Topology and Services section, click Services on server.

  3. In the Server list, select the server that you want to configure as a query server.

  4. On the Services on Server page, next to Office SharePoint Server Search, click Start.

  5. Select the Use this server for servicing search queries check box. This expands the page and adds the Query Server Index File Location section.

  6. In the Farm Search Service Account section, specify the User name and Password of the account under which the search service will run. This account must be a member of the Administrators group on the server and be a member of the Farm Administrators group in the Central Administration Web site (the WSS_ADMIN_WPG Windows security group).

  7. In the Query Server Index File Location section, in the Query server index file location box, either type the location on the local drive of the query server on which you want to store the propagated index or accept the default path.

  8. In the Query Server Index File Location section, select one the following:

    • Configure share automatically   Select this option to automatically configure the share on which you want to store the propagated index and type the user name and password of the account that you want to use to propagate the index. (Recommended)

      Important

      This account must a member of the Administrators group and a member of the WSS_ADM_WPG group on the query server before you proceed to the next step, or propagation of the index will fail.

    • I will configure the share with STSAdm   Select this option if you want to use the Stsadm.exe command-line tool to create this share at a later time.

    • Do nothing. The share is already configured   Select this option if the share already exists and the permissions to the share are configured as described above.

  9. When you have configured all the settings, click Start.

Start the Windows SharePoint Services Search service (optional)

You must start the Windows SharePoint Services Search service on every computer that you want to search over Help content. If you do not want users to be able to search the Help content, you do not need to start this service.

Start the Windows SharePoint Services Search service (optional)

  1. On the Central Administration home page, click the Operations tab on the top link bar.

  2. On the Operations page, in the Topology and Services section, click Services on server.

  3. In the Server list, select the server on which you want to start the service.

  4. On the Services on Server page, next to Window SharePoint Services Search, click Start.

  5. On the Configure Windows SharePoint Services Search Service Settings page, in the Service Account section, type the user name and password for the user account under which the Windows SharePoint Services Search service account will run.

  6. In the Content Access Account section, type the user name and password for the user account that the search service will use to search over content. This account must have read access to all the content you want it to search over. If you do not specify credentials, the same account used for the search service will be used.

  7. In the Indexing Schedule section, either accept the default settings, or specify the schedule that you want the search service to use when searching over content.

  8. After you have configured all the settings, click Start.

Create Web applications

After you install the Office SharePoint Server 2007 and Office Project Server 2007 binary files, run the SharePoint Products and Technologies Configuration Wizard, and configure services in your server farm, you need to create Web applications and a site collection through Central Administration.

You will need to create Web applications for at least two sites:

  • The Project Web Access site

  • The Shared Services Provider Home site

You also need to create a site collection for this Web application (hosting the Project Web Access site). Creating the site collection will create the top-level site in which the Project Web Access home site and Project Workspaces will reside.

Create the Web application to host the Project Web Access site

The following procedure allows you to create the Web application for the Project Web Access site. During this process you create a new Web site and create the site collection for the Project Web Access site and Project Workspace sites. When finished, you will have a new top-level site for the site collection (although this site will contain no data at this point).

Create the Web application to host the Project Web Access site

  1. On the Central Administration page top navigation, click Application Management.

  2. On the Application Management page, in the SharePoint Web Application Management section, click Create or extend Web application.

  3. On the Create or Extend Web Application page, in the Adding a SharePoint Web Application section, select Create a new Web Application.

  4. On the Create New Web Application page, do the following:

    1. In the IIS Web Site section, choose Use an existing IIS web site or Create a New IIS Web site.

      Note

      When you are creating or specifying an existing site, it is preferable for the site to use port 80. If the site is using port 80, host headers are not needed and users accessing the site do not need to remember to type the port number as a part of the URL.

    2. In the Security Configuration section, under Authentication provider, select either Negotiate (Kerberos) or NTLM, depending on your network. If you are uncertain, contact your network administrator.

    3. In the Load Balanced URL section, specify the URL that will be used to access the Web Application, or use the default entry. The URL should be in the format http://*servername*:*port*. If multiple zones have been configured on the server, you can optionally click a zone in the Zone list.

    4. In the Application Pool section, select Create new application pool.

    5. In the Application pool name box, a unique name is automatically generated based on the extended Web site you selected. Use this entry or type another unique name.

    6. Select Configurable, and then, in the User name box, type the Windows account of the farm administrator. In the Password box, type the password for the account.

      Note

      For more information on accounts, see Plan for administrative and service accounts (Project Server).

    7. Click OK.

  5. On the Application Created page that appears, select Create a new Windows SharePoint Services site collection.

Creating a Windows SharePoint Service site collection allows you to configure the top-level site for the Web application. You will need to create a site collection for the Web application you have just created.

Create a site collection for the Web application

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

    1. In the Title and Description section, in Title, type a title for the new site.

    2. In Description, type a description of the site collection.

    3. In the Web Site Address section, specify the URL name and path to create new sites. In the URL drop-down list, select a managed path to append to the URL under which new sites will be created.

      Note

      If you would like to add new paths to the list, click the Define Managed Paths link and type the information in the Add a New Path section. For more information on Managed Paths, see Determine paths for sites (Project Server).

    4. In the Primary Site Collection Administrator section, type the user name of the site collection administrator in the corresponding field. (You can do this for the secondary site administrator as well.)

      Note

      You can use the Windows SharePoint Services service account.

    5. The Quota Template section is used to limit the amount of storage available on the site. The default template is No Quota. You can keep this option or choose from any additional quota templates you have created.

      Note

      You can create additional quota templates or change this setting later through Central Administration in the SharePoint Site Management section of Application Management.

    6. In the Template Selection section, in the Select a template list, select the template you want to use when the top-level site of the site collection is created, and then click OK.

  2. On the Top-Level Site Successfully Created page, the URL for the new, empty top-level site is displayed. Click OK to return to Central Administration.

Create the Web application to host the Shared Services Provider

The following procedure creates the Shared Services Provider Web application.

Create the Web application to host the Shared Services Provider

  1. On the Central Administration page top navigation, click Application Management.

  2. On the Application Management page, in the SharePoint Web Application Management section, click Create or extend Web application.

  3. On the Create or Extend Web Application page, in the Select Create New or Extend Existing section, click Create a new Web Application.

  4. On the Create New Web Application page, do the following:

    1. In the IIS Web Site section, select Create a new IIS web site. Use the default name and port, or specify different ones. However, make sure to note the port number associated with the new site. This enables you to choose the correct site later when you are setting up the Shared Services Provider.

    2. In the Security Configuration section, under Authentication provider, select either Negotiate (Kerberos) or NTLM, depending on your network configuration.

    3. In the Load Balanced URL section, specify the URL that will be used to access the Web application, or use the default entry. The URL should be in the format http://*servername*:*port*. If multiple zones have been configured on the server, you can optionally click a zone in the Zone list.

    4. In the Application Pool section, select Create new application pool.

    5. Select Configurable, and then, in the User name and Password boxes, type the user name and password of the user account that you want to act as the application pool identity for your Web application.

  5. Click OK. After the unextended Web site is completed, the Application Created page will appear.

Create the Shared Services Provider

A Shared Services Provider groups shared services so that they can be used to share content among users across servers in the farm, multiple server farms, Web applications and site collections. For more information about Shared Services Providers, see Plan Shared Services Providers.

The following procedures allow you to create the Shared Services Provider by using the Web application you created previously to host it.

Create the Shared Services Provider

  1. On the Central Administration page top navigation, click Application Management.

  2. On the Application Management page, in the Office SharePoint Server Shared Services section, click Create or Configure this Farm's Shared Services.

  3. On the Manage this Farm's Shared Services page, click New SSP.

  4. On the New Shared Services Provider page, do the following:

    1. In the SSP Name section, in the Web Application list, select the Web application that you created when you created the Web application to host the Shared Services Provider.

    2. In the SSP Service Credentials section, type the name and password for a Windows user who is the SSP administrator into the corresponding boxes.

      Note

      For more information on this account, see Plan for administrative and service accounts (Project Server).

    3. Each Shared Services Provider requires a database to store service-specific data. In the SSP Database section, the database server name by default will list the one hosting the Configuration database. The database name will also be automatically generated for you. You can keep the default settings or change them if needed.

  5. Click OK.

    Note

    This process might take several minutes to complete.

  6. After the SSP is successfully created, the Success! page is displayed. Click OK to go to the Manage this Farm's Shared Services page needed for the next section.

Provision Office Project Server 2007 sites on the farm

This final procedure allows you to create the Office Project Server 2007 instance on the farm, which is done through Central Administration. During this process, you specify the Project Server administrator account, point to the database server that will host the Office Project Server 2007 databases, and name the Office Project Server 2007 databases.

Provision Office Project Server 2007 sites on the farm

  1. From the top navigation on Central Administration, click Application Management.

  2. On the Application Management page, in the Office SharePoint Server Shared Services section, select Create or configure this farm's shared services.

  3. On the Manage this Farm's Shared Services page, in the SSP Name list, select the Shared Services Provider in which you would like to provision Project Web Access.

  4. On the home page for this core service, in the Project Server section, click Project Web Access Sites.

  5. On the Manage Project Web Access page, click Create Project Web Access Site.

  6. On the Create a New Project Web Access page, do the following:

    1. In the Project Web Access Site Location section, from the SharePoint Web Application to host Project Web Access list, select the name of the extended Web site you created to host the SharePoint site.

    2. In the Project Web Access path box, enter the name you will use to specify the URL to the Project Web Access home page (for example, if you enter PWA, the URL to the home page would be http://*servername*/PWA).

    3. In the Administrator Account section, type the Windows user account that will be given administrative credentials to the Project Server instance.

    4. In the Primary Database section, type the name of the computer running SQL Server on which the Published, Draft, and Archive databases will be located. In the three Database Name fields, type unique names for each of the three Office Project Server 2007 databases.

      Note

      You can use the default database names. However, make sure that they do not already exist on the computer running SQL Server.

    5. In the Reporting Database section, select Use the primary database server if you want the reporting database to be created on the Primary database server that you specified in the previous section. If you want the Reporting database to be created on another computer hosting SQL Server, clear this option and enter the name of the SQL Server on which you want it to be created. In the Reporting database name field, type a unique name that you want to use for the Reporting database.

      Note

      You can use the default database name. However, make sure that it does not already exist on the computer running SQL Server.

  7. Click OK. The provisioning process starts.

  8. You will return to the Manage Project Web Access page. Click the Refresh Status button to update the status of the provisioning process. When provisioning is complete, Provisioned will appear as entry in the Status column. When provisioning has been completed, you can click the URL to go to the Project Web Access site.

    Note

    Provisioning is an asynchronous process, so it might take a few minutes before the job is complete.

Configuring additional Office SharePoint Services 2007 services

You may want to configure additional Office SharePoint Server 2007 services that are available to you. For information on configuring additional Office SharePoint Server 2007 services, see the following articles:

Chapter overview: Configure personalization

Chapter overview: Configure business intelligence features

Chapter overview: Configure Excel Services

Configure InfoPath Forms Services for Office SharePoint Server

Configure usage reporting

Note

Prior to configuring these services, we recommend that you see Planning and architecture for Office SharePoint Server 2007 for planning information on the services you intend to use.

Using proposals in Project Server 2007

In order to enable the automated proposals feature in Office Project Server 2007, no additional configuration is required. If Office Project Server 2007 is installed on an existing farm deployment of Office SharePoint Server 2007, workflow is automatically configured for the automated proposal feature.

Uninstalling from an Office SharePoint Server/Project Server 2007 deployment

Removing either Office SharePoint Server 2007 or Office Project Server 2007 from a joint installation is not supported. Installing Office SharePoint Server 2007 with Office Project Server 2007 extends the farm schema, and it cannot be undone by uninstalling one of the applications.

See Also

Concepts

Deploy Office Project Server 2007 with Office SharePoint Server 2007
Deploy Project Server 2007 to an existing deployment of Office SharePoint Server 2007
Deploy Office SharePoint Server 2007 to an existing deployment of Project Server 2007
Planning and architecture for Office Project Server 2007
Deploy Project Server 2007 to a server farm environment

Other Resources

Planning and architecture for Office SharePoint Server 2007
Deploy Office SharePoint Server 2007 in a server farm environment