1 Installing & Configuring SharePoint Foundation 2010 on Windows Server 2008 R2 in Preparation to Host Microsoft Dynamics AX 2009 Role Centers and Enterprise Portal Feature Anup Shah Support Engineer Microsoft Customer Services and Support Team Blog: http://blogs.msdn.com/emeadaxsupport/ 14/February/2011 (Draft) This document is for illustration purposes only. Microsoft disclaims all warranties and conditions with regard to use of the programming example for other purposes. Microsoft shall not, at any time, be liable for any special, direct, indirect or consequential damages, whether in an action of contract, negligence or other action arising out of or in connection with the use or performance of the programming example. Nothing herein should be construed as constituting any kind of warranty. See terms at http://www.microsoft.com/info/cpyright.htm
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Installing & Configuring SharePoint Foundation 2010 on Windows Server 2008
R2 in Preparation to Host Microsoft Dynamics AX 2009 Role Centers and
Enterprise Portal Feature
Anup Shah Support Engineer Microsoft Customer Services and Support Team Blog: http://blogs.msdn.com/emeadaxsupport/
14/February/2011
(Draft)
This document is for illustration purposes only. Microsoft disclaims all warranties and conditions with regard to use of the programming example for
other purposes. Microsoft shall not, at any time, be liable for any special, direct, indirect or consequential damages, whether in an action of contract,
negligence or other action arising out of or in connection with the use or performance of the programming example. Nothing herein should be
construed as constituting any kind of warranty.
See terms at http://www.microsoft.com/info/cpyright.htm
Step 5: Deploying Microsoft Dynamics AX 2009 Role Centers and Enterprise Portal ............................................ 20
List of Known Issues and Resolutions: ........................................................................................................................ 26
Appendix A – Configuring Application Pool User Account.......................................................................................... 27
Appendix B – Unable to detect the correct version of SharePoint ............................................................................. 32
Appendix C – List of Application Pools created by SharePoint Foundation 2010 ....................................................... 35
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Summary: The following document details my user experience of installing and configuring Microsoft SharePoint Foundation
2010, in preparation to deploy Microsoft Dynamics AX Role Centers and Enterprise Portal (RC+EP) feature.
Topology: I have the following server topology -
One Active Directory Server
One Server hosting AX 2009 AOS and SQL Server 2008 SP1 + CU9
One Server that will host SharePoint Foundation 2010, and will be host for AX 2009 Role Centers and Enterprise Portal
All 3 Servers are running Windows Server 2008 R2 Enterprise Edition
Software Installation Summary: AOS Server The AOS server hosts the contoso demo database, and is running AX 2009 SP1 + RU4 (AX Kernel and Application build 5.0.1500.2116) SQL Server It is recommended that you run SQL Server 2008 R2 Database Engine to host the SharePoint 2010 database. However at the time I created this document I was running SQL Server 2008 SP1 + CU9 (10.0.2789) Database Engine. Enterprise Portal Server Running SharePoint Foundation 2010, with Microsoft Dynamics AX 2009 Role Centers and Enterprise Portal feature installed
Detailed installation steps for Configuring SharePoint to host Dynamics AX Enterprise
Portal Server I have a Windows 2008 R2 Enterprise Edition server installed with no Roles or Features deployed. It is a member of the same Active Directory Domain as my SQL and AOS servers. I am logged in as a Local Admin user account which is also my AX Admin user account, and the user account has the following rights and privileges as described in: “Administrative and service accounts required for initial deployment (SharePoint Foundation 2010) : http://technet.microsoft.com/en-us/library/ee662519.aspx” I prepared my Windows 2008 R2 server by following the guide on TechNet on how to “Deploy a single server with SQL Server (SharePoint Foundation 2010)” - http://technet.microsoft.com/en-us/library/cc287960.aspx. You must read the guide and the following step by no means replace what the guide suggests.
Step 1: Download and Install the pre-requisites for SharePoint 2010 and Microsoft Dynamics AX 2009
Role Centers and Enterprise Portal
When you run the SharePoint Foundation 2010 setup, on the splash screen there is an option to “Install Software Pre-Requisites” and running this would check if you have all the required software and windows roles and if not it will set them up and download and install any missing pre-requisites software from the internet.
I however took the option of manually installing all the pre-requisites to highlight what is required. A summary of the steps I took to setup my server following the minimum requirements for the following environments “Database server in a farm” and “Front-end Web servers and application servers in a farm”:
(1) Enabled the Application and Web Server (IIS) roles and .NET Framework 3.5.1 and PowerShell Integrated Scripting Environment Features by running the following command in an elevated cmd prompt
NOTE: The following needs to be run as one single command line, and it is truncated for presentation only
(2) Downloaded and installed the following fixes and applications (NOTE: The Windows fixes listed below are for Windows Server 2008 R2 ONLY. Refer to Hardware and software requirements for SharePoint 2010 for links to fixes for Windows Server 2008 x64 - http://technet.microsoft.com/en-us/library/cc288751.aspx):
Microsoft Sync Framework Runtime v1.0 (x64): http://go.microsoft.com/fwlink/?LinkID=141237
Microsoft Office 2010 Filter Pack (64bit) – aka Microsoft Filter Pack 2.0: http://go.microsoft.com/fwlink/?LinkId=191851
Microsoft Chart Controls for the Microsoft .NET Framework 3.5: http://go.microsoft.com/fwlink/?LinkID=141512
ADO.NET Data Services Update for .NET Framework 3.5 SP1 (x64): http://go.microsoft.com/fwlink/?LinkId=163524
A hotfix for the .NET Framework 3.5 SP1 that provides a method to support token authentication without transport security or message encryption in WCF (x64): http://go.microsoft.com/fwlink/?LinkID=166231
Windows Identity Foundation (WIF) x64: http://go.microsoft.com/fwlink/?LinkID=166363
KB979917 - QFE for SharePoint issues - Perf Counter fix & User Impersonation (x64): http://go.microsoft.com/fwlink/?LinkId=192577
(3) Downloaded and installed the following SQL components from the Microsoft SQL Server 2008 Feature Pack,
April 2009 web page:
SQL Server 2008 Native Client (x64): http://download.microsoft.com/download/A/D/0/AD021EF1-9CBC-4D11-AB51-6A65019D4706/sqlncli.msi
Microsoft ADOMD.NET (x64): http://download.microsoft.com/download/A/D/0/AD021EF1-9CBC-4D11-AB51-6A65019D4706/SQLSERVER2008_ASADOMD10.msi
Microsoft Analysis Management Objects (x64) – (This is required component for installing the AX 2009 Role Centers and Enterprise Portal Feature): http://download.microsoft.com/download/A/D/0/AD021EF1-9CBC-4D11-AB51-6A65019D4706/SQLSERVER2008_ASAMO10.msi
Step 2: Download, Install and Configure SharePoint Foundation 2010
NOTE: I am logged in as a Local Admin user account which is also my AX Admin user account, and the user confirms to the requirements detailed at http://technet.microsoft.com/en-us/library/ee662519.aspx
I downloaded SharePoint Foundation 2010 from http://go.microsoft.com/fwlink/?LinkId=197422 and ran it
and selected the option “Install SharePoint Foundation” from the initial splash screen.
Read and accepted the Licence terms and clicked Continue
In the Server Type form selected option “Complete” and clicked on Install Now button:
After the install left the check box selected to run the configuration wizard, and clicked Close:
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On the Welcome to SharePoint Products page, clicked Next:
In the dialog box that notifies you that some services might need to be restarted during configuration,
clicked Yes:
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On the Connect to a server farm page, clicked Create a new server farm, and then clicked Next:
On the Specify Configuration Database Settings page I specified the SQL Server that I’m using that will host
my SharePoint databases; specified the Configuration Database name; and specified my domain username
of the server farm account, and clicked Next:
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NOTE: 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 Microsoft SharePoint Foundation Workflow Timer service runs. The SharePoint Products Configuration Wizard adds this account to the SQL Server Login accounts, the SQL Server dbcreator server role, and the SQL Server securityadmin 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 front-end Web servers or your database servers. Although in my example I am have used an administrator account on this test systems, it is strongly recommended 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.
On the Specify Farm Security Settings page, specified type a passphrase, and then clicked Next:
NOTE: Although a passphrase is similar to a password, it is usually longer to enhance security. It is used to encrypt credentials of accounts that are registered in Microsoft SharePoint Foundation; for example, the Microsoft SharePoint Foundation system account that you provide when you run the SharePoint Products Configuration Wizard. Ensure that you remember the passphrase, because you must use it each time 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: o English uppercase characters (from A through Z) o English lowercase characters (from a through z) o Numerals (from 0 through 9) o Nonalphabetic characters (such as !, $, #, %)
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On the Configure SharePoint Central Administration Web Application page, I specified a port number I want
to use for my SharePoint Central Administration Web application and Clicked NTLM authentication provider,
and clicked Next:
On the Completing the SharePoint Products Configuration Wizard page, I reviewed my configuration settings
and clicked Next
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The configuration wizard now starts configuring SharePoint, and my configuration completed successfully
and I clicked on Finish:
NOTE: If the SharePoint Products Configuration Wizard fails, check the PSCDiagnostics log files, which are located on the drive on which SharePoint Foundation is installed, in the %COMMONPROGRAMFILES%\Microsoft Shared\Web Server Extensions\14\LOGS folder.
Setup is now complete and it will launch a web page to run the Farm Configuration Wizard. (To manually run the Farm Configuration Wizard, On the SharePoint Central Administration Web site, on the Configuration Wizards page, click Launch the Farm Configuration Wizard).
I got prompted for user credentials when the wizard launches in Internet Explorer, I entered my credentials and added the web server to the Local Intranet sites in IE Security zones. Instructions for how to configure IE settings are provided at http://technet.microsoft.com/en-us/library/cc287960.aspx
On the Help Make SharePoint Better page, I clicked one of the options and then clicked OK.
On the Configure your SharePoint farm page, I clicked “Start the Wizard” button to walk me through the settings using this wizard
THIS IS AN IMPORTANT STEP IF YOU PLAN TO USE THE EXISTING SHAREPOINT WEB SITE IT CREATES FOR HOSTING RC+EP. In the Service Account section, I created a new service account that is the .net business connector service account as defined in AX, and deselected the two services as I don’t want to use them, and clicked Next:
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On the Create Site Collection page, I selected options to create a test Team site just as a way to ensure that SharePoint can host a site successfully, and clicked OK. This creates a web site on port 80 and a site collection in the web site:
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My site creation completes successfully, and I clicked Finish:
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To test the site, ran Internet Explorer and browsed to the URL http://as03/sites/test, and it launched my test site successfully:
Run the IIS Manager to see the web site and application pools created to host the new web site on port 80:
I can use the “SharePoint – 80” web site now to host my AX 2009 Role Centers and Enterprise Portal, as it is already configured with the correct application pool account. NOTE: See Appendix A on how to change the application pool account using SharePoint 2010 Central Administration.
Appendix A – Configuring Application Pool User Account The following is a sample demonstration describing how to change the Application Pool user account that is
currently in use by the “SharePoint – 80” web site to use the FABRIKAM\AXBCProxy User account:
The following steps can be used to change the service account used by the application pool account mapped to any
SharePoint Web site from the server hosting the SharePoint Central Administration web site:
NOTE: It is recommended that you secure the SharePoint Central Administration web site first using encryption
technologies like SSL/TLS, as credentials will be sent in clear text (see http://technet.microsoft.com/en-
us/library/cc261875.aspx for more info)
(1) Run SharePoint 2010 Central Administration
(2) Click on Security on the left-hand bar, and it displays the following page:
(3) Under General Security click on Configure managed accounts and it should displays all the managed
accounts you have setup:
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(4) Click on the link Register Managed Account to add a new domain user account to be used as your managed
application pool account:
Click on OK and the new account will be listed:
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(5) Change the SharePoint – 80 Web site to use the new managed account. Click on Security on the left-hand
bar and then under General Security click on Configure service accounts. It should then display the following
form:
(6) From the Select one… drop-down box, select the Web Application Pool - Sharepoint - 80 and under Select
an account for this component, select your new user account. In my case I selected the
FABRIKAM\AXBCproxy user account:
and clicked OK
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(7) Read and then click OK on the following message that is displayed:
Wait for the change to apply, and if successful, the Security form will be shown again:
(8) Check in IIS Manager that the new account is setup:
(9) Open up an elevated cmd prompt an run IISRESET /noforce on all your servers in the Farm.
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Appendix B – Unable to detect the correct version of SharePoint
ISSUE:
You have patched your Microsoft Dynamics AX 2009 RTM setup files with files from hotfix KB2278963. You have
successfully installed SharePoint 2010 and can create SharePoint web sites and site collections. However when you
try to deploy Role Centers and Enterprise Portal by running setup.exe from your patched setup folder, you get an
error in the DynamicsSetupLog.txt and Application Event log stating that you haven’t got Windows SharePoint
Services installed:
DynamicsSetupLog.txt:
Dynamics Adapter CreateAxaptaObject failed. Microsoft.Dynamics.Framework.BusinessConnector.Session.Exceptions.XppSessionException at Microsoft.Dynamics.Framework.BusinessConnector.Session.DynamicsSession.HandleException(String message, Exception exception, HandleExceptionCallback callback) at Microsoft.Dynamics.Framework.BusinessConnector.Session.DynamicsAdapter.CreateAxaptaObject(String className) at Microsoft.Dynamics.Framework.BusinessConnector.Proxy.ProxyObjectBase..ctor(IAxaptaAdapter axaptaAdapter, ProxyClassName className) at Microsoft.Dynamics.Framework.BusinessConnector.Proxy.SysEPDeployment..ctor(IAxaptaAdapter axaptaAdapter) at Microsoft.Dynamics.Framework.Deployment.Portal.EPDeployment.DeployEnterprisePortal(String virtualServerUrl) Enterprise Portal cannot be deployed because Windows SharePoint Services is not installed on this computer. Microsoft.Dynamics.BusinessConnectorNet.XppException at Microsoft.Dynamics.BusinessConnectorNet.Axapta.CreateAxaptaObject(String className, Object[] paramList) at Microsoft.Dynamics.Framework.BusinessConnector.Session.DynamicsAdapter.CreateAxaptaObject(String className) An error occurred during setup of Role Centers and Enterprise Portal. Reason: Dynamics Adapter CreateAxaptaObject failed.
Application event log entries:
Log Name: Application Source: Dynamics .NET Business Connector 5.0 Event ID: 110 Task Category: None Level: Warning Keywords: Classic User: N/A Description: Microsoft Dynamics AX Business Connector Session 17. An X++ exception has occurred. Enterprise Portal cannot be deployed because Windows SharePoint Services is not installed on this computer. ------------------------ and..
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Log Name: Application Source: Microsoft.Dynamics.Framework.BusinessConnector Event ID: 3000 Task Category: None Level: Warning Keywords: Classic User: N/A Description: Dynamics Adapter CreateAxaptaObject failed. Enterprise Portal cannot be deployed because Windows SharePoint Services is not installed on this computer. Microsoft.Dynamics.BusinessConnectorNet.XppException at Microsoft.Dynamics.BusinessConnectorNet.Axapta.CreateAxaptaObject(String className, Object[] paramList) at Microsoft.Dynamics.Framework.BusinessConnector.Session.DynamicsAdapter.CreateAxaptaObject(String className)
RESOLUTION:
This error can occur for two reasons
(1)
a. Ensure the AX 2009 Setup files are patched correctly with the updated assembly files that ship in the "Setup
Assemblies" folder inside hotfix KB2278963
(i).Copy all the files of the Microsoft Dynamics AX 2009 DVD to a shared network folder (we will refer to this
as [SharedFolder] later on).
(ii). Extract hotfix KB2278963 to an empty folder. The Extracted fix should contain the following folder
structure:
(iii). Copy the Microsoft.Dynamics.Framework.Deployment.Portal.dll and
Microsoft.Dynamics.Framework.Portal.dll files from the "Setup Assemblies" folder in hotfix KB2278963 and
paste them into the following locations by replacing the existing
Microsoft.Dynamics.Framework.Deployment.Portal.dll and Microsoft.Dynamics.Framework.Portal.dll files:
Appendix C – List of Application Pools created by SharePoint Foundation 2010
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This document is for illustration purposes only. Microsoft disclaims all warranties and conditions with regard to use of the programming example for
other purposes. Microsoft shall not, at any time, be liable for any special, direct, indirect or consequential damages, whether in an action of contract,
negligence or other action arising out of or in connection with the use or performance of the programming example. Nothing herein should be
construed as constituting any kind of warranty.
See terms at http://www.microsoft.com/info/cpyright.htm