So, let’s say your boss only gave you one server for all your Team Foundation Server (TFS) components. Well, that should be enough if you have a small team (fewer than 50 users) and your server is kind of powerful. In this post I would like to show you how to perform a single server installation of TFS 2010 Beta 2. Keep in mind that I am setting up an example, not for production environment here, so don’t pay too much attention to my choices regarding user accounts and passwords.
Downloading the software
You can download the Team Foundation Server (TFS) 2010 Beta 2 ISO from here. Also, get the TFS 2010 Installation Guide from here, you will need it for installing and configuring the prerequisites.
For a single server installation of TFS 2010, you should be fine with these specs:
- 3.6 GHz CPU (one processor)
- 230 GB Hard Disk
- 2 GB RAM
For a single server installation of TFS 2010 you will need the following software:
- Windows Server 2003, Windows Server 2003 R2, Windows Server 2008 or Windows Server 2008 R2 with latest Service Pack
- SQL Server 2008 Standard or Enterprise Edition with latest Service Pack
- Windows SharePoint Services 3.0 or Office SharePoint Server 2007 with latest Service Pack
For my TFS 2010 installation, which is the one I’ll walkthrough in this post, I will be using the following:
- Windows Server 2008 with SP2
- SQL Server 2008 Enterprise Edition with SP1
- Office SharePoint Server 2007 with SP 2
You will require the following accounts for your TFS 2010 installation:
- TFSREPORTS. A domain account with the Allow log on locally permission.
- A Domain Group for dashboards and reports. All the people that would like to use TFS Dashboards and Reports must be in this domain group.
- One or more accounts for MOSS 2007 configuration. Specifying the recommended accounts for SharePoint here is out of the scope of this post, so I will just use the domain administrator in all SharePoint related configurations.
Installing and Configuring Prerequisites
You will need to install and configure several prerequisites before starting the main TFS 2010 installation. For my installation I had to:
- Configure Active Directory on my Windows Server 2008 machine
- Install Internet Information Services (IIS) 7.0 adding the Web Server Role to my server with:
- Windows Authentication
- IIS 6 Management compatibility
- Install SQL Server 2008 with:
- Database Engine Services
- Full-Text Search
- Analysis Services
- Reporting Services
- Client Tools Connectivity
- Management Tools- Basic
- Install and Configure Office SharePoint Server 2007 with:
- A Complete installation
- Dashboard Compatibility
This post will not be about installing or configuring Windows Server, IIS or SQL Server (steps varies depending on the specific versions that you use) but you can find detailed instructions on that in the TFS 2010 Installation Guide. Look in the Scenario: Installing Team Foundation Server on a Single-Server –> Checklist: Single-Server Installation section.
Microsoft Office SharePoint Server (MOSS) 2007 configuration, on the other hand, can be a very easy or a very challenging task depending on how much you know on SharePoint. So that’s where this post will continue.
Configuring Microsoft Office SharePoint Server 2007 for TFS 2010
Using Microsoft Office SharePoint Server (MOSS) 2007 over Windows SharePoint Services (WSS) 3.0 gives you additional dashboards that you will find very useful when trying to figure out how well is your team doing on the project.
To install MOSS 2007 just start the installation, choose Complete for Server Type and then click Install Now. After installation finishes, make sure the Run the SharePoint Products and Technologies Configuration Wizard now checkbox is checked and click Close. The configuration wizard will start now.
Running the SharePoint Products and Technologies Configuration Wizard
Perform the following steps once the SharePoint Products and Technologies Configuration wizard starts:
1. On the welcome screen, click Next. If a warning appears, click Yes.
2. On the Connect to a server farm screen, select No, I want to create a new server farm and click Next.
3. On the Configuration Database Settings screen, enter the name of your database server, as well as the credentials (username/password) that SharePoint will use to connect to that database. Leave the default database name and click Next.
4. On the Configure SharePoint Central Administration Web Application screen, enter 17012 for port number (you can use another port, but 17012 is like a standard for TFS SharePoint sites) and choose NTLM for authentication provider. Then click Next.
5. On the summary screen click Next.
6. Wait until configuration finishes and click Finish.
At this point a browser window will open with your new Central Administration Site. Close the browser and proceed to apply the latest SharePoint service packs to your installation. After applying the service packs, proceed to the creation of your the Web Application and Site Collection for TFS.
Creating the Web Application and Site Collection
TFS 2010 requires a web application and a site collection. The following procedure will create a new Web application on port 80, so if you already have a Web application on port 80 you should stop it now in IIS and prevent it from starting automatically when Windows starts.
To create a new web application and site collection in MOSS 2007:
1. Open the SharePoint Central Administration site by going to Start Menu –> Microsoft Office Server –> SharePoint 3.0 Central Administration on your server.
2. Go to the Application Management tab and click on Create or extend Web application on the SharePoint Web Application Management section.
3. Click on Create a new Web application.
4. On the Create New Web Application page specify:
- Port 80
- A unique Description that includes the port number
- NTLM for the authentication provider
- A Configurable application pool with its credentials
You can leave the rest of the settings with the default values and click OK.
5. On the Application Created page click Create Site Collection.
6. On the Create Site Collection specify:
- A unique Title
- The Team Site template (my choice, you may want to try with another one)
- A primary site collection administrator (used my local admin for this)
Leave the defaults for the rest and click OK.
7. Click OK in the last page, your new site is ready.
Configuring Services for SharePoint Server
TFS 2010 requires some services from SharePoint for dashboards to work correctly.
To configure required services in MOSS 2007:
1. Go to the Operations tab of the Central Administration site and click on Services on server under Topology and Services.
2. Select Single Server or Web Server for small server farms. You will need to start Excel Calculation Services, Office SharePoint Server Search and Windows SharePoint Services Search in the services table if any of them is in the Stopped state. Click on Start next to Excel Calculation Services.
3. Excel Calculation Services status should be Started now. Click on Start next to Office SharePoint Server Search.
4. On the Office SharePoint Server Search Service Settings page check Use this server for indexing content and Use this server for serving search queries. Enter an email address and the farm search service account credentials. Leave the defaults for the rest and click Start.
5. Back in the Services on Server page, click on Start next to Windows SharePoint Services Search.
6. Enter the credentials for a Service Account and a Content Access Account. Leave the defaults for the rest and click Start.
7. All the required services should be now in the Started state as shown below.
Creating a Shared Services Provider
TFS 2010 requires a SharePoint shared services provider and Web applications to support that provider.
To create a SharePoint Shared Services Provider:
1. From the SharePoint Central Administration home page, click Shared Services Administration on the left side.
2. In the Manage this Farm’s Shared Services page, click New SSP.
3. In the New Shared Services Provider page, in the SSP Name section, leave the default value for the SSP Name and click on Create a new Web application.
4. In the Create new Web Application page select Create a new IIS web site and specify:
- The same SSP Name that you specified in last step plus port number for Description
- A port (you can just use the default one)
- NTLM for the Authentication provider
- A Configurable application pool with its credentials (I just used my local admin for this)
You can leave the rest of the settings with the default values and click OK.
5. Back in the New Shared Services Provider page, in the My Site Location section, click on Create a new Web application.
6. Follow the same instructions for creating this new Web application as in step 4, just changing the Description (My Site would be a good name for Description) and Port number this time. Then click OK.
7. Back in the New Shared Services Provider page, in the SSP Service Credentials section, specify the credentials for the shared services provider. Leave the rest with default values and click OK.
8. Your new Shared Services Provider is ready. Click OK to return to the Shared Services page.
Configuring Single Sign-On
You will need to enable the Single Sign-On feature of MOSS 2007 for a proper interaction with TFS 2010. You will need to perform this procedure logging on to your server.
To configure Single Sign-On:
1. In the Operations tab of the SharePoint Central Administration site click Service accounts under Security Configuration.
2. On the Service Accounts page select Single Sign-on Service under Windows service and enter credentials for a Configurable account.
3. Go to Windows Services administration by going to Start Menu –> Administrative Tools –> Services. Find the Microsoft Single Sign-on Service, right click and click Properties.
4. On the Properties page, select Automatic in Startup type and then click Start.
5. Back in the Operations tab of the SharePoint Central Administration site click on Manage settings for single sign-on under Security Configuration.
6. On the Manage Single Sign-On page, click Manage server settings.
7. On the Manage Server Settings for Single Sign-On page, specify credentials for the Single Sign-On Administrator Account and for the Enterprise Application Definition Administrator Account. Leave defaults for the rest and then click OK.
8. Back in the Manage Single Sign-On page, click on Manage encryption key.
9. On the Manage Encryption Key page, click Create Encryption Key.
10. On the Create Encryption Key page, click OK.
11. Back in the Manage Single Sign-On page, click on Manage settings for enterprise application definitions.
12. On the Manage Enterprise Application Definitions page, click New Item.
13. On the Create Enterprise Application Definition page, enter TFS for Display name and Application name, enter an email address, select the Group account type and check Windows authentication. Leave defaults for the rest and click OK.
14. Back in the Manage Single Sign-On page, click Manage account information for enterprise application definitions.
15. On the Manage account information for enterprise application definition page, select TFS on the drop down list and enter the name of a domain group that contains all the users that will use TFS dashboards and reports. Then click Set.
16. On the Provide TFS Account Information page, enter the credentials for your TFSREPORTS account and click OK.
17. Back on the Manage account information for enterprise application definition page, click Done.
Trusted File Location for Excel Services
You will need to configure a trusted file location for Excel Services for TFS reports to operate correctly.
To add a trusted file location for Excel Services:
1. On the home page of SharePoint Central Administration, click the name of the Shared Services that you created before.
2. On the Shared Services Administration page, click Trusted file locations under Excel Services Settings.
3. On the Excel Services Trusted File Locations page, click Add Trusted File Location.
4. On the Excel Services Add Trusted File Location page specify:
- The address of the Web application you created in the Creating the Web Application and Site Collection section of this post
- Windows SharePoint Services for Location Type
- Check Children trusted for Trust Children
- Trusted data connection libraries and embedded for Allow External Data
- Uncheck Refresh warning enabled
- 20 for Maximum Concurrent Queries Per Session
Leave the defaults for the rest and click OK.
Set the Access Model
The access model is required for single sign-on for delegation so that TFS and the TFS Web application can interoperate.
To set the access model:
1. Open a command prompt on your server, and go to this directory:
%programfiles%Common FilesMicrosoft SharedWeb Server Extensions12bin
2. Type the following command:
stsadm -o set-ecssecurity -ssp SharedServices1 -accessmodel delegation
You might need to change SharedServices1 for the name of the Shared Services provider you specified before.
3. Type iisreset to restart IIS.
Office SharePoint Server 2007 Configuration is Complete
And this is where we will finish the first part of this post. I really hope Microsoft can simply this a little bit when TFS 2010 RTM comes, but for now your MOSS 2007 installation should be ready to interoperate with TFS. In the second part I will show you how to perform the actual TFS 2010 installation so that it will work with the SharePoint site we just setup.
Hope this helps,