2013-09-27

What is AutoSPInstaller?

AutoSPInstaller is an open source set of PowerShell scripts that installs and performs a base configuration of SharePoint Server 2010 or 2013.  These scripts were originally authored by Brian Lalancette and Andrew Woodward as well as other community contributors.  It configures a single or multi-server SharePoint farm based on a predefined configuration XML file.

AutoSPInstallerGUI is a Windows application that helps you build this configuration XML file with useful tooltips, tabular GUI, and error checking on your inputs.  AutoSPInstallerGUI is built and maintained by Ivan Josipovic.  Both of these projects are hosted on Codeplex and are free to use.

If your SP servers are not connected to the internet or you need to deploy language packs and the latest CU’s AutoSPSourceBuilder is another PowerShell tool that can be used to download these for you to use with AutoSPInstaller. Together, these tools allow experienced and inexperienced SharePoint farm admins to deploy a fully configured base deployment of SharePoint 2010 or 2013 in a fraction of the time it would take to perform all the steps manually. Using this automated process helps reduce missed steps, misconfigurations, and adheres to community-approved best practices for deploying SharePoint.

What Does AutoSPInstaller Do?

The table below lists out in more detail what AutoSPInstaller does when you’re deploying SharePoint.  As you can see these scripts are well thought out and really make this painful process nearly foolproof.

SP Installation and Farm Creation

Farm Configuration

Service Application Provisioning

Misc. Windows Configurations

Other Interesting Abilities

Installs SP Prerequisites (downloads them or uses pre-downloaded files)

Installs SP Binaries

Creates Farm (config db/central admin)

Installs Language Packs (pre-downloaded)

Installs Patches (pre-downloaded)

Configure Diagnostic Logging

Setup Managed Accounts

Configure Outgoing email

Configure Cache Accounts

Configure PDF Search and Icon

Create all Service Apps & proxies

Configure Search Topology

Disable Loopback Check

Removes IE Enhanced Security

Add SP URL to local Intranet Zone in IE

Disable Unused Windows Services (spooler, AudioSrv, TabletInputService,WerSvc)

Disable CRL Check

Configure IIS Logging

Provision SMTP and Setup Domain Alias

Set Windows Power Management to High Performance

Creates a SQL aliasInstalls SP to many servers in parallelInstall Forefront Antivirus

Stores admin credentials in Registry for automatic login & continuation after reboot

Adds and removes farm account to local admin group

Add network service to WSS_WPG group

You can rerun the script without tearing down anything

It fixes the annoying taxonomypicker.acsx bug

Procedure for Using AutoSPInstaller and AutoSPInsallerGUI to Build a SharePoint 2013 Farm:

The process of deploying SharePoint with these tools is pretty straight forward, but there are some prerequisites and gotchas to be aware of.  Let’s get started:

Step 1 – Complete the Prerequisite Server Configuration

SQL Installed and Configured (mixed mode\default drives configured, IP accessible, etc)

Create SP Service Accounts and SP Install Accounts with the following permissions

Account

Description

Special Rights Needed

DOMAIN\SP_Install

Account we’ll login to run scripts

Local Admin on SharePoint Servers, DBCREATOR and SECURITYADMIN on SQL

DOMAIN\SQL_Service

Runs MSSQL windows service

Just a domain User

DOMAIN\SP_Farm

Farm admin

Just a domain User (this user is temporarily made a local admin to provision UPA during install)

DOMAIN\SP_AppPool

Runs all app pools

Just a domain User

DOMAIN\SP_Search

Search and content access account

Just a domain User

DOMAIN\SP_SearchContent

Content Access account for Search Crawls

Just a domain User

DOMAIN\SP_UserProfile

Runs user profile service app

Needs “replicate changes” rights in Active Directory. For more info, see TechNet.

DOMAIN\SP_Cache_SuperUser

Cache admin

Just a domain User

DOMAIN\SP_Cache_SuperReader

Cache read

Just a domain User

 Give SP install (DB Creator, Securityadmin) rights to SQL

Give user profile account rights in AD (replication)

Turn off security warning on file open (more info)

Step 2 – Download and extract both of the project packages (C:\AutoSPInstaller)

AutoSPInstaller  (Extract to C:\AutoSPInstaller for single server.. If multi-server deployment extract to a share accessible by all SP servers)

AutoSPInstallerGUI  (Extract anywhere, I put it in the root of C:\AutoSpInstaller\AutoSPInstallerGUI\)

Step 3 – Place your SharePoint Installation files in the required folders (C:\AutoSPInstaller\2013)

Mount the SharePoint ISO or explore the exe and copy all the contents to the “2013\SharePoint” folder.

If you are installing ForeFront or Language packs place them in their appropriate folder

Note – PDF is setup OOB with SP 2013

Step 4 – Use AutoSPInstallerGUI to build the XML configuration file

Locate C:\AutoSPInstaller\AutoSPInstaller\AutoSPInstallerInput.xml

Make a copy and name the copy AutoSPInstallerInput-ServerName.xml

Launch AutoSPInstallerGUI.exe

NOTE:  hover your mouse over a field to see a useful description

Go To File > Load XML > ~\AutoSPInstaller\AutoSPInstallerInput-ServerName.xml  (no spaces)

Install Tab

Environment: “SP” or something else

Enable Auto Admin Login and put in the Admin Password

Check to disable all commonly unneeded windows functions/services

PID: Enter SharePoint 2013 product key

Farm Tab

Enter Passphrase

Check to leave farm account a local admin

Enter in appropriate SP_Farm credentials

Enter in SQL ALIAS name for “DB Server”

Check the check box to Create SQL Alias

For Instance enter the SQL Server name  – This wasn’t straight forward but after trial and error I figure out where the SQL server name and Alias is supposed to go

Enter “SP” for DB Prefix

Managed Accounts

Remove the default ones in the drop down

For SP_Services change the user name to domain\SP_AppPool

Click Add

Repeat for rest of managed SP Service Accounts

Outgoing Email

Set SMTP Server to mail.servername and your preferred email addresses

Object Cache Accounts

Set to the two cache accounts we created earlier

Logs

Change the log location to a different drive if you do not want them written to C:\

Web Applications

Edit the two template web applications info (recommend not deleting then creating..  Caused an use with user profile provisioning)

Service Applications

Go through each tab

Provision:  true (all servers) false (no servers) localhost (just this server)  server1 server 2 (provision on these 2 servers listed)

Note we always provision certain service apps (Search, State, Secure Store, MMS, UPS)

Search

Service Instance

Choose service account (SP_Search)

Enter in custom index location (i.e. D:\SearchIndex)

Service Application

Enter Content Access Account (sp_searchcontent)

Select App Pool service accounts

Select Servers for each Search component (localhost for all on one server)

**NOTE – Some service apps have “create sql alias checked”  Uncheck these these if you want to use the default SQL alias

Enterprise Service Applications

Specify which services to provision

Other

Leave defaults

File > Save XML

Close AutoSPInstallerGUI

Step 5 – Run AutoSPInstaller to provision the SharePoint farm

Navigate to C:\AutoSPInstaller\AutoSPInstaller\

Double click “AutoSPSInstallerLaunch.bat”

If you named the config xml file properly this beings the install

It rebooted once then said another reboot is required

Click reboot again

Run the Batch file again

Step 6 – Verify the environment and complete your service application configuration

AutoSPInstaller automatically loads your mysite, central admin, and the portal homepage.. Make sure they load correctly

Finish configuring the service applications as required  (search should be fully functional… may need to check crawl schedules)

Make a copy of the install report (file is generated on desktop)

Disable SP_Install in AD

Remove Auto SP Installer folder from machine

Step 7 – Take a look at some other useful SharePoint-related Codeplex tools!

While playing around on Codeplex, I also found a number of other useful SharePoint administration tools.  I have listed and linked them below for your viewing pleasure.

SharePoint Managed Metadata Navigator – A Windows application that allows you to easily build out your managed metadata term sets and export them to a reusable CSV file which can be directly imported into the MMS

 SharePoint Feature Administration and Clean Up Tool – A Windows application that allows to explore the installed features in your SharePoint farm and completely remove improperly uninstalled orphaned features

SharePoint Manager 2013 – A Windows application that provides an expandable tree view of your SharePoint farm to view each objects’ properties

SPBestWarmup -  A set of PowerShell scripts which “warm up” SharePoint sites by sending http requests to each one which allows page compilation and caching before end users do.  Whenever a server reboot or IISRESET runs, the initial page loads within SharePoint may take a while – this helps with that end user experience

SharePoint Health Analyzer Rules – A set of configurable health rules that extend the OOB rule set adding additional alerts for SharePoint admins regarding possible negatively impacting SharePoint farm issues

BlobCache – Additional configuration pages within Central Administration that modify a web applications web.config file for configuring the BLOB cache

Reviewing AutoSPInstaller

AutoSPinstaller, together with AutoSPInstallerGUI, makes the daunting task of properly deploying SharePoint and all the related intricacies much easier.  Using PowerShell in general for SharePoint deployments is highly recommended for a number of reasons – streamlined deployment, reduce human error, generate farm configuration documentation, and repeatable procedures for deploying staging and development environments to mirror production.

At Fpweb.net we provide customized SharePoint Server farm hosting for companies and individuals of all sizes and use cases.  If you are interested in learning how to leverage cloud SharePoint hosting without jumping all in from the start consider a hybrid approach.

Related Procedural Posts for further Reading on the Interwebs:

Step By Step Automated Unattended Scripted SharePoint 2010/2013 Installation Using AutoSPInstaller – Melick

Automated SharePoint Intallations: Step-by-Step – Tobias Lekman

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