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Virtual Machine Setup Guide _1_

VIEWS: 6 PAGES: 9

									Setting up the Host Machine for the SharePoint and
Office 2010 Virtual Machines
V4.1

"The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and
events depicted herein are fictitious. No association with any real company, organization, product, domain name,
email address, logo, person, places, or events is intended or should be inferred."


System Requirements

   Requirement                                        Item

 Operating System                                   Microsoft Windows® Server 2008 R2 with the Hyper-V
                                                    role enabled (Service Pack 1 highly recommended)
 Drive Formatting                                   NTFS
 Processor                                          Intel VT or AMD-V capable
 RAM                                                4 GB or more (16 GB or more recommended)
 Hard disk space required for install               100 GB (plus space for VHD growth)


Virtual Machine Software and Pre-Configuration
Virtual machine “a” contains the following pre-configured software:
       1. Windows Server 2008 R2 SP1 Standard Evaluation Edition, running as an Active Directory
           Domain Controller for the “CONTOSO.COM” domain with DNS and WINS
       2. Microsoft SQL Server 2008 R2 Enterprise Edition with Analysis, Notification, and Reporting
           Services
       3. Visual Studio 2010 SP1
       4. Microsoft SharePoint Server 2010 SP1 Enterprise Edition
       5. Microsoft Office Web Applications SP1
       6. FAST Search for SharePoint 2010 SP1
       7. Microsoft Project Server 2010 SP1
       8. Microsoft Office Professional Plus 2010 SP1
       9. Microsoft Visio 2010 SP1
       10. Microsoft Project 2010 SP1
       11. Microsoft Lync 2010

Virtual machine “b” contains the following pre-configured software:
       1. Windows Server 2008 R2 SP1 Standard Evaluation Edition, joined to the “CONTOSO.COM”
          domain
       2. Microsoft Exchange Server 2010 SP1

Virtual machine “c” contains the following pre-configured software:
       1. Windows Server 2008 R2 SP1 Standard Evaluation Edition, joined to the “CONTOSO.COM”
          domain
       2. Microsoft Lync Server 2010
Active directory has been preconfigured over 200 “demo” users with metadata in an organizational
structure. All of these user profiles have been imported and indexed for search within SharePoint Server
2010, with “contoso\administrator” granted Domain Admin permissions.

SharePoint Server 2010 has been configured in a “Complete” farm using Kerberos authentication and the
default SQL Server 2008 R2 instance for data, and has a site collection created using the Team Site
template at http://intranet.contoso.com/ and a FAST Search Center at http://intranet.contoso.com/search/.

Virtual machine “a” is required for all scenarios, image “b” for email functionality and image “c”
for instant messaging.

Performance Considerations
    1. If possible, unpack and run the VM image(s) on a separate, fast hard drive (7200 RPM or better)
       from the operating system of the host machine. If this is being done on a laptop, a second
       internal drive or external eSATA drive works best, though USB 2.0/3.0 (1.1 is too slow) or
       Firewire is acceptable. For best performance use a second internal SSD drive.

Host Configuration
This section lists the tasks that you must perform on the machine being used as the virtual machine host.


   Tasks                                          Detailed steps

   1. Install the Hyper-V role on your             a. Install the Hyper-V role on your Windows Server
       Windows Server 2008 R2 host                    2008 R2 or R2 SP1 host


   It is essential that you use Windows
   Server 2008 R2 or R2 SP1. Older
   versions of Hyper-V will not be able to
   import the VM package, will likely trigger
   activation of the software included in the
   image, and will have reduced
   performance.


   If you are running a host with a Core I7
   processor, be sure to disable power
   saving for both CPU and PCI in the host
   BIOS.

   2. Extract VM Image(s)                          a. Copy the archive files for the VM to local disk.
                                                      Do not attempt to unpack from a network share.
                                                   b. Extract the VM image by running the self-
                                                      extracting executable
                                                   c. Set the extraction location, see the note in
                                                      Performance Considerations above for more
                                                      information


Configure Hyper-V for the Virtual Machine
This section lists the tasks that you must perform in Hyper-V
Tasks                                       Detailed steps

1. Configure the Hyper-V Manager            a. Start Hyper-V Manager from Control Panel ->
                                               Administrative Tools
Do not use an External network for the      b. Confirm that the local host machine appears in the
VMs in this set. The VMs do not contain        Hyper-V Manager list and select it if not already
any antivirus software and can conflict        done
(MAC addresses, IP addresses,               c. Under Actions, click Virtual Network Manager…
hostnames, etc.) with other running         d. Confirm that you have created an Internal virtual
instances of the VM or potentially             network named “Internal”. Internal networks limit
unrelated physical machines. The               connectivity to only VMs and the host. If a suitable
Internal virtual network configuration in      not, create one now using the following steps:
these steps will allow the host to use
                                               i.   Click on Virtual Network Manager in the
remote desktop to access the VM.
                                                    Actions pane
                                               ii. Choose New virtual network in the Virtual
If you must run this VM set with external          Networks pane
access, please setup a second NIC in the
                                               iii. Choose Internal from the type list and click
Hyper-V configuration for this purpose.
                                                    Add
The primary NIC inside the VM is setup
to use a static IP address and changing        iv. Enter a name of Internal and click OK
this setting will have a wide range of         v. On the host machine, choose Start menu ->
undesirable side effects.                         right-click Network -> Properties
                                               vi. Click Change adapter settings
                                               vii. Find the adapter with a description of Internal,
                                                    right-click and choose Properties
                                               viii. Double-click on Internet Protocol Version 4
                                                     and enter the following values:
                                                    1. IP address: 192.168.150.6
                                                    2. Subnet mask: 255.255.255.0
                                                    3. Default gateway: (leave blank)
                                                    4. Preferred DNS server: 192.168.150.1
                                               ix. Click OK
                                            e. Close the Virtual Network Manager dialog.

2. Import and Configure the Virtual         a. Under Actions, click Import Virtual Machine…
   Machine                                  b. Use the Browse button to select the folder where
                                               the virtual machine package was extracted.
Due to the activation and expiration           Choose the option to copy the configuration
models in Windows Server 2008 R2, it’s      c. Click Import and wait for the Import to complete –
highly recommended that you do one of          the import status will appear in the Operations
the following:                                 column
       Retain a copy of the unaltered      d. Select the newly imported virtual machine and click
        VM                                     Settings in the right pane of the Hyper-V Manager
       Create and retain a snapshot        e. Confirm (and correct if necessary) that the
        from before first run of the VMs       Network Adapter is connected to the Internal
                                               network from step 1d. Do not add a new
                                               Network Adapter.
   For more information see the “Activation       f.     (Optional – for non-SP1 Hosts Only) Update the
   and Expiration” section below.                        VMs to use additional RAM if available. Use the
                                                         following settings for the VMs for best
                                                         performance:
                                                         i.   “a”: 10240MB
                                                         ii. “b”: 4096MB
                                                         iii. “c”: 3072MB
                                                  g. (Optional – for SP1 Hosts Only) Update the VMs to
                                                         use Dynamic memory. Use the following settings
                                                         for the VMs for best performance:
                                                         i.   “a”
                                                              A. Startup: 4096MB
                                                              B. Maximum: 10240MB
                                                         ii. “b”
                                                              A. Startup: 1024MB
                                                              B. Maximum: 4096MB
                                                         iii. “c”
                                                              A. Startup: 1024MB
                                                              B. Maximum: 3072MB
                                                  h. Close the virtual machine Settings dialog


Post-setup Performance Tweaks
This section lists actions and settings for the host machine which will help you get best performance.


   Tasks                                           Detailed steps

   1. Defragment all host drives                       a. Open Windows Explorer, right-click on the C:
                                                          drive icon, and choose “Properties”
                                                       b. Choose the Tools tab and click on the
                                                          “Defragment Now” button
                                                       c. Confirm that the C: drive is the chosen volume,
                                                          and click on the “Defragment” button
                                                       d. Wait for the defragmentation to complete. This
                                                          may take anywhere from a few seconds to a few
                                                          hours depending on the size of the drive and
                                                          how fragmented it is. You may need to run this
                                                          multiple times for full effect.
                                                       e. Repeat for all other host hard drives

   2. Set the host video resolution                    a. Right-click on the desktop  Properties 
                                                          Settings
                                                       b. Confirm that the resolution is at least 1024x768
                                                          (1280x1024 or higher if recommended) and the
                                                          color depth is at least 16 bit

   3. Confirm that the system date and                 a. Open the Control Panel  Date and Time
       time are correct                         b. Confirm that the date and time are accurate, if
                                                     not correct them

   4. Disable Virus Scanning                    a. Follow the procedures for your antivirus
                                                     software to disable any “real-time” scanning of
                                                     the Hyper-V processes and the folder where you
                                                     unpacked the VM files. See
                                                     http://support.microsoft.com/kb/961804 for more
                                                     details.

   5. Convert the dynamic VHD included          a. Open the Hyper-V Manager on the host
       in the VM into a static VHD              b. Select the VM in the Virtual Machines pane
                                                c. Click Settings in the Actions pane
   If drive space allows, consider doing        d. Choose the Hard Drive under IDE Controller 0 in
   this conversion. The fixed VHD is                 the Hardware pane
   considerably larger (135GB for each
                                                e. Click the Edit button directly below the path of
   VM) but will give better performance.
                                                     the VHD file
                                                f.   Choose the Convert radio button and click Next
                                                g. Supply a file path and name for the new fixed
                                                     disk
                                                h. Click Finish and wait for the Edit operation to
                                                     complete
                                                i.   Click Browse for the VHD file and choose the
                                                     fixed VHD just created
                                                j.   Click OK to apply the change and close the
                                                     settings window
                                                k. Defragment the host drive containing the new
                                                     fixed VHD


Start the Virtual Machine
Before each demo session the following steps are necessary to setup the environment.


   Tasks                                        Detailed steps

   1. Start the “a” Virtual Machine             a. Return to or start the Hyper-V Manager
                                                b. Select the “a” Virtual Machine
                                                c. Click Start
                                                d. Click Connect – a Virtual Machine Connection
                                                     window should appear
                                                e. Wait for the VM to boot up and reach the login
                                                     screen.

   2. Start the “b” Virtual Machine             a. Return to or start the Hyper-V Manager
       (optional)                               b. Select the “b” Virtual Machine
                                                c. Click Start
                                                d. Click Connect – a Virtual Machine Connection
                                                       window should appear
                                                  e. Wait for the VM to boot up and reach the login
                                                       screen.
                                                  f.   Close the Virtual Machine Connection window

   3. Start the “c” Virtual Machine               a. Return to or start the Hyper-V Manager
       (optional)                                 b. Select the “c” Virtual Machine
                                                  c. Click Start
                                                  d. Click Connect – a Virtual Machine Connection
                                                       window should appear
                                                  e. Wait for the VM to boot up and reach the login
                                                       screen.
                                                  f.   Close the Virtual Machine Connection window

   3. Log in to the VMs                           a. Login to the “a” Virtual Machine using the Virtual
                                                       Machine Console as the following user:
   Note: The Virtual Machine Connection                   User: administrator
   uses Ctrl-Alt-Home instead of the                      Password: pass@word1
   normal Ctrl-Alt-Del sequence for login.                Domain: CONTOSO
                                                  b. Double-click the “Start Services” desktop
                                                       shortcut and close when complete.
                                                  c. Repeat for the “b” and “c” VMs if running.




Stop the Virtual Machine Image
After each demo, the following steps are necessary to reset the environment for the next use.


   Tasks                                          Detailed steps

   1. Stop the VM Image                           a. Click Shut Down from either the Virtual Machine
                                                       Connection or the Hyper-V Manager for the “a”,
                                                       “b” and “c” images.


Snapshots and Saved State
Hyper-V introduces the concept of “snapshots” which can be used to revert a virtual machine to a
previous configuration state. As delivered, this virtual machine does not include any snapshots.


   Tasks                                          Detailed steps

   1. Create a Snapshot                           a. Prepare the VM(s) in the state you wish to
                                                       capture.
   It is very important that snapshots in         b. Open or return to the Hyper-V Manager
   multiple VM environments are “in sync”.        c. Select the “c” VM (if running) and click Snapshot
   If you capture a snapshot of one VM in              under Actions.
   a set, make sure you capture a                   d. Select the “b” VM (if running) and click Snapshot
   corresponding snapshot in all other                   under Actions.
   VMs as well.                                     e. Select the “a” VM and click Snapshot under
                                                         Actions.
                                                    f.   Wait for the snapshot captures to complete
                                                    g. (optional) Select each VM and rename the
                                                         snapshots you have just created.

   2. Apply a Snapshot                              a. Open or return to the Hyper-V Manager
                                                    b. Select the “a” VM, right-click on the snapshot
    It is very important that snapshots in               you wish to use, and choose Apply. You will be
    multiple VM environments are “in sync”.              prompted to save the current state as a
    If you apply a snapshot of one VM in a               snapshot. Doing so will retain your current
    set, make sure you apply a                           state, skipping will discard it.
    corresponding snapshot in all other             c. Select the “b” VM, right-click on the snapshot
    VMs as well.                                         you wish to use, and choose Apply. You will be
                                                         prompted to save the current state as a
                                                         snapshot. Doing so will retain your current
                                                         state, skipping will discard it.
                                                    d. Select the “c” VM, right-click on the snapshot
                                                         you wish to use, and choose Apply. You will be
                                                         prompted to save the current state as a
                                                         snapshot. Doing so will retain your current
                                                         state, skipping will discard it.


Activation and Expiration
NOTE – Activation of the operating system in the virtual machine is OPTIONAL.
Please do NOT perform the following steps unless your initial 10 day evaluation
period expires.
The Windows Server 2008 R2 instances used in these virtual machines are distributed without activation
using a trial key. You will receive activation notifications a few days after your first use, and expiration
notifications after 180 days. In Windows Server 2008 R2 Virtual Machines the notifications will followed
by forced shutdowns after approximately two hours of use.

To reset the activation and/or expiration clocks, you may use the steps in this section.


   Tasks                                            Detailed steps

   1. “Rearm” the Virtual Machine                   a. Startup and login to the Virtual Machine
                                                    b. Run “Rearm Windows” from the “rearm” group in
   “Rearm” may only be done a limited                    the Start Menu
   number of times. It is highly                    c. Wait for the popup confirmation that the
   recommended that you use one of the                   configuration changes are complete
   options in the “Configure Hyper-V for            d. Reboot the Virtual Machine
   the Virtual Machine” section to avoid
                                                    e. Repeat for all VMs in the set
   being left without a functioning Virtual
   Machine unexpectedly.
Mobile Device Demos
The demo sets are created to be run as standalone environments and should not be directly connected to
external networks. However, it is possible to demonstrate mobile device integration with the demo
environment using the following steps. To complete this configuration you will need a mobile device
capable of Wifi connectivity -OR- multiple physical machines and a mobile device capable of “tethering”
via the Zune software.

To connect via Wifi, use the following steps.


   Tasks                                         Detailed steps

   1. Startup the VMs                            a. Confirm that the Hyper-V host is not connected
                                                     to any external networks, either wired or
                                                     wireless
   Note: Do not start the DHCP scope if
      the “a” VM is connected to a               b. Startup all VMs using the instructions above
      network of any kind as this can            c. Login to the “a” Virtual Machine as
      disrupt network communication for              contoso\administrator
      others on that network.                    d. Open DHCP from Administrator Tools in the
                                                     Start Menu
                                                 e. Expand the tree and enable the “Mobile Device”
                                                     scope

   2. Setup wireless connections                 a. Connect all VMs to a Hyper-V virtual network
                                                     bound to a wireless device. There are multiple
                                                     possible configurations, but the most common
   Note: Ad-hoc networks have a very
                                                     are:
      limited range and are not support on
      Windows Phone 7 devices.                       i.   An internal Hyper-V virtual network bridged
                                                          to the Hyper-V host’s physical wireless
                                                          adapter. Within the settings for the host
                                                          wireless adapter, create and connect an ad-
                                                          hoc wireless connection.
                                                     ii. An internal Hyper-V virtual network using
                                                         Routing and Remote Access (RRAS) to
                                                         share the Hyper-V host’s physical wireless
                                                         adapter. Within the settings for the host
                                                         wireless adapter, create and connect an ad-
                                                         hoc wireless connection.
                                                     iii. An external Hyper-V network bound to the
                                                          Hyper-V host’s physical wired adapter, with
                                                          a wireless access point (or router in access
                                                          point mode) connected via Ethernet.
                                                 b. Connect your mobile device to the wifi network
                                                     (either ad-hoc or from the access point)

   3. Setup mobile device                        a. On the mobile device browse to
                                                     http://demo2010a.contoso.com/certsrv/ and
                                                     download (then install) the CA cert chain
   Note: You will not be able to setup an
      EAS mailbox for the                        b. Use the web browser, Office Hub and/or setup
      administrator@contoso.com                      an Exchange mailbox on the device as needed.
       account. Please use one or more of            If email autoconfiguration does not find the
       the other demo user accounts for              server the first time, wait a moment and try
       this portion.                                 again.

To connect via Zune software, use the following steps.


   Tasks                                         Detailed steps

   1. Startup the VMs                             a. Confirm that the Hyper-V host is not connected
                                                     to any external networks, either wired or
                                                     wireless
                                                  b. Startup all VMs using the instructions above
                                                  c. Login to the “a” Virtual Machine as
                                                     contoso\administrator
                                                  d. Open DHCP from Administrator Tools in the
                                                     Start Menu
                                                  e. Expand the tree and enable the “Mobile Device”
                                                     scope

   2. Setup connections                           a. Connect all VMs to a Hyper-V virtual network
                                                     bound to the Hyper-V host’s physical wired
                                                     adapter
                                                  b. Connect a second physical machine running
                                                     Windows 7 to the wired network.
                                                  c. Join the Windows 7 machine to the Contoso
                                                     domain.
                                                  d. Install and run the Zune software on the
                                                     Windows 7 machine
                                                  e. Connect your mobile device to the Windows 7
                                                     machine via USB and confirm it is detected by
                                                     the Zune software

   3. Setup mobile device                         a. On the mobile device browse to
                                                     http://demo2010a.contoso.com/certsrv/ and
                                                     download (then install) the CA cert chain
   Note: You will not be able to setup an
      EAS mailbox for the                         b. Use the mobile device browser, Office Hub
      administrator@contoso.com                      and/or setup an Exchange mailbox on the
      account. Please use any of the                 device as needed. If email autoconfiguration
      other demo user accounts for this              does not find the server the first time, wait a
      portion.                                       moment and try again.

								
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