if you wanna be good at something, you gotta start somewhere

If this is your first attempt to install, configure and integrate SharePoint 2010 with Team Foundation Server 2010 then you’re in for a real challenge. Although the installation tools have been getting much better with these latest versions of the server software, the amount of steps it takes to get everything up and running is mind numbing and an open invitation to a day or two of frustration.

Introduction

The official installation guide from Microsoft can be downloaded from their Download Center, and I recommend to follow it closely. Make sure to ‘unblock’ the file in the file properties, or otherwise the HTML Help viewer may not display any content.

The checklist in this article is not meant to replace the official guide, but rather to provide a high-level overview of what needs to be done in what order. Refer to the embedded links for detailed installation steps and additional notes that are not contained in the official documentation. I have used this checklist with great success about half a dozen times, and I hope it will help others to get the big picture. However, it is likely that a few things are still missing or that additional fixes to problems will have to be added in the future.

Checklist

1. Install Windows Server 2008
   • Apply all Windows updates
   • Install any missing drivers
   • join computer to domain
2. Setup IIS 7.0
   • Install Web Server (IIS) role
     • Include ASP.NET (and required dependencies)
     • Include Windows Authentication
     • Include IIS 6 Management Compability
3. Setup SQL Server 2008 R2 Enterprise
   • Install .NET Framework 3.5.1 Features (WCF Activation not required)
   • Create service accounts for
     • SQL Server Agent
     • SQL Server Database Engine
     • SQL Server Analysis Service
     • SQL Server Reporting Service
     • must be case insensitive, accent sensitive, and not binary
   • Install SQL Server
     • Include Database engine
     • Include Full Text Search feature
     • Include Reporting Services
     • Include Analysis Services
     • Include Management Tools (optional)
   • Configure server
     • Select collation settings (I left them at default)
     • Select Windows authentication
     • Make sure “Native Mode” is selected, not “Install the SharePoint integrated mode default configuration”
   • Verify SQL Server Installation
     • verify that Reporting Services are running
4. Setup SharePoint Server 2010
   • Create service accounts for
     • SharePoint farm
     • SharePoint super user
     • SharePoint super reader
   • Install Office 2010 Filter Pack
   • Install software prerequisites
   • Install standalone version Point the installer to the previously installed SQL Server database, or otherwise it will install its own database using SQL Server Express Edition
   • Run SharePoint Products Configuration Wizard
   • Do not configure SharePoint to work with Reporting Services
   • Initialize SharePoint home page
     • Navigate to SharePoint home page
     • Select Dashboard template of your choice
   • Configure alternate access mappings (Central Administration -> System Settings -> Configure Alternate Access Mappings)
     • Localhost host name, localhost IP
   • Configure account for Managed Metadata Service (i’m using the SharePoint farm account)
     • See: Metadata Service is unavailable – Event 8088
5. Post-install fix-ups for SharePoint
   • Configure super user and super reader accounts
     • See: Event 7362 – Web Content Management
       
   • Fix DCOM event log errors
     • First do this: Unable to edit the DCOM settings for IIS WAMREG admin
     • Repeat the above for netman service {27AF75ED-20D9-11D1-B1CE-00805FC1270E}
     • Then do this: Fixing those pesky DCOM event log error 10016
   • Fix TaxonomyPicker related error
     • See: Fix SharePoint 2010 Event Log Error 7043 TaxonomyPicker.ascx
       
6. Setup TFS 2010
   • Install TFS
     • Include Team Foundation Server
     • Include Extensions for SharePoint Products and Services
   • Create service account for TFS
   • Launch TFS Server Configuration Tool
     • Choose Advanced configuration wizzard
   • Specify Team Foundation Databases (default is MSSQLSERVER)
     • Include Reporting Services (leave default settings)
     • Use SQL Server Reporting Service account for Report Reader
     • Configure SharePoint Products
       • Use existing server farm for SharePoint (leave default settings)
     • Create a project collection
     • Verify and finish configuration
7. Integrate SharePoint with TFS
   • Configure SharePoint
     • Navigate to Central Administration -> System Settings -> Farm Management -> Manage Farm Solutions -> tswawebpartcollection.xap
     • Click Deploy Solution
     • Make sure SharePoint 2010 Administration service is running and set to start automatically
   • Configure TFS
     • Navigate to TFS Administration Console -> Extensions for SharePoint products
     • Grant Access to TFS site
   • Configure Dashboard compatibility
   • see: Configuring SharePoint Server 2010 for Dashboard Compatibility with TFS 2010
     • Use the TFS Service account under Set Credentials
   • Configure Excel Services
   • Central Administration -> Application Management -> Manage service applications -> Excel Services -> Trusted File Locations
     • Add “https://” location
     • Disable Refresh Warning on both http:// and https://
     • In Global Settings enter the SSO account (from the Dashboard compatibility changes above) for External Data Sources
   • Fix registry settings for HTTP header length
     • See: http://blogs.msdn.com/b/granth/archive/2010/08/13/sharepoint-2010-error-http-error-400-the-size-of-the-request-headers-is-too-long.aspx

Additional Notes

TFS2010 can run with SQL Server 2008 Express editions, but there won’t be support for Reporting Services and SharePoint

Related Resources

• Team Foundation Server 2010 Homepage
• Team Foundation Server 2010 Installation Experiences and Lessons Learned
• TFS 2010: TF255275 Error
• Avoid the Warning from Excel Services About Refreshing External Data
• TFS 2010 – SPS 2010 MOSS Web Part Connection Refresh Failure
• Service Accounts and Dependencies in Team Foundation Server

Useful Links

• How to Configure TFS Notifications in Team Foundation Server 2010
• Configuring outgoing email in SharePoint 2010 with Exchange 2010 – Step by Step Guide
• Configuring incoming email in SharePoint 2010 with Exchange – Step by Step Guide
• ULS Viewer, for SharePoint 2010 Troubleshooting
• Recommended User Account Name Settings for Sharepoint Configuration Services