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Posts Tagged ‘sharepoint 2013’

Squadron 2013 for SharePoint 2013

Posted by Paul on April 24, 2014

I am happy to compile Squadron 2013 for SharePoint 2013.

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What is Squadron?

Squadron is a FREE Tool providing following functionalities & more.

· Site Structure Evaluation

· Permissions Management

· Workflow Termination

· List Management

· Generating Report

Installation

You can download Squadron from the URL below:

http://www.sharepointcto.com/Squadron/Default.aspx

Squadron is packaged using ClickOnce technology.

Screen Shots

You can find some of the Screen Shots given below:

Main Screen

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Documentation

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Farm

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Explorer

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Clear List

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Version History

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Permissions

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You can invoke Help associated with each addins.

References

http://www.sharepointcto.com/Squadron/Default.aspx

Summary

In this post we have explored Squadron 2013 release.

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Search Centers

Posted by Paul on April 10, 2014

In this article we can explore the basics of Search Centers.

What are Search Centers?

SharePoint Out-of-the-Box comes with 2 site definitions:

1. Basic Search Center

2. Enterprise Search Center

These site definitions create pages with pre-configured web parts. Please note that there will be multiple pages included in the site definition:

1. Search page

2. Result page

3. Refiner pages

We can use the Edit Page option to customize these pages using web parts.

Basic Search Center

For creating a Basic Search Center site, perform the following steps.

From your home page > Choose site Contents > Scroll down > New sub site option.

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In the appearing page enter the following details:

1. Site Title

2. Site URL

3. Site Template as Enterprise > Basic Search Center

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Click the Create button to create the site. You will get the following site created at http://hpvm/bsearch/default.aspx

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You can enter some text to search for and you will see the results page at http://hpvm/bsearch/results.aspx

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Enterprise Search Center

For creating an Enterprise Search Center site, perform the following steps.

From your home page > Choose site Contents > Scroll down > New sub site option.

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In the appearing page enter the following details:

1. Site Title

2. Site URL

3. Site Template as Enterprise > Enterprise Search Center

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Click the Create button to create the site. You will get the following site created at http://hpvm/esearch

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You can enter some text to search for and you will see the results page at http://hpvm/esearch/results.aspx

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Difference between Basic & Enterprise Search Centers

Enterprise Search Centers provide following advantages over Basic:

1. It allows searching over external contents & web applications.

2. Video search is supported

3. Enterprise Search Center provides Navigation Verticals.

4. Recommendations feature

5. Query Rules – Advanced Actions

Following is the Navigation Vertical. Each link will take to another result page.

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Enterprise Search Center is available only in SharePoint Enterprise edition.

Result Pages

One may get confused with the result pages. I would like to give an overview of the same.

By default you can search in the home page search box & you will get the following result page:

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http://server/_layouts/15/osssearchresults.aspx

In the case of Basic Search Center > the result page was:

http://server/bsearch/results.aspx

In the case of Basic Search Center > the result page was:

http://server/esearch/results.aspx

Please note the difference in the result page name for first URL.

References

http://technet.microsoft.com/en-us/sharepoint/jj898538.aspx

Summary

In this article we have explored about Search Centers in SharePoint 2013.

Posted in SharePoint, SharePoint 2013 | Tagged: , , | Leave a Comment »

Enable Continuous Crawl in SharePoint 2013 Search

Posted by Paul on April 1, 2014

Continuous Crawl is a new feature introduced in SharePoint 2013 Search.

The idea of the feature is to:

Keep the Results as Fresh as possible

How it works?

Continuous crawl crawls content that was added, changed, or deleted since the last crawl.  Continuous Crawl starts at pre-defined time intervals.  The default time interval is every 15 minutes.  Multiple continuous crawl can run simultaneously.

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How to configure?

To enable Continuous Crawl for a a Content Source, Please follow the steps below.

Open Central Administration > Service Applications > Search Service Application

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Click on the Content Sources link as highlighted above.

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In the appearing page click on the Local SharePoint Sites item.  You will get the page below.  Scroll down & Check the Enable Continuous Crawls option under the Crawl Schedule section.

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Click the OK button to save changes.  You are done with enabling Continuous Crawl.

Please note that only SharePoint Sites sources can have this enabled.

References

http://technet.microsoft.com/en-us/library/jj219802(v=office.15).aspx

Summary

In this article we have seen how to enable Continuous Crawl.

Posted in SharePoint, SharePoint 2013 | Tagged: , | 1 Comment »

New Developer Dashboard in SharePoint 2013

Posted by Paul on March 17, 2014

In this article we can explore the new Developer Dashboard in SharePoint 2013.

What is Developer Dashboard?

Developer Dashboard is an Instrumentation Framework. It allows us to trace request, SQL queries, and ULS logs within the browser.

The URL for accessing Developer Dashboard is:

http://server/_layouts/15/devdash.aspx

Following is the screen shot of the latest Developer Dashboard.

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How to enable Developer Dashboard?

By default the Developer Dashboard is disabled.

We have to turn it to ON state from the current OFF state. To turn it ON, open the SharePoint Command Window (In Administrative Mode) & enter the following PowerShell command.

if ((Get-PSSnapin “Microsoft.SharePoint.PowerShell” -ErrorAction SilentlyContinue) -eq $null)
{
    Add-PSSnapin “Microsoft.SharePoint.PowerShell”
}

$content = ([Microsoft.SharePoint.Administration.SPWebService]::ContentService)

$dashboardSettings =$content.DeveloperDashboardSettings

$dashboardSettings.DisplayLevel = [Microsoft.SharePoint.Administration.SPDeveloperDashboardLevel]::On

$dashboardSettings.Update()

On enabling it, we can see the Dashboard icon in default master page.

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Please note that you can get the PowerShell Snapin Script from here:

http://www.sharepointcto.com/PowerShell/PowerShell.aspx

Instrumentation

We can click on each Request URL to view the associated Instrumentation data:

1. Server Info

2. Scopes

3. SQL

4. SPRequests

5. Asserts

6. Service Calls

7. ULS

8. Cache Calls

SQL

Using the SQL tab, we can extract the SQL associated with a request.

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You can click on the SELECT link to see the query associated.

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ULS

Using the ULS tab, we can extract the Unified Logging Service outputs associated with a request.

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Please note in SharePoint 2010 we had the ULS integrated with the page which lead to page loading performance issues.

References

http://msdn.microsoft.com/en-us/library/office/ff512745(v=office.14).aspx

Summary

In this article we have explored New Developer Dashboard & How to enable it.

Posted in SharePoint, SharePoint 2013 | Tagged: , , | Leave a Comment »

Content Search Web Part

Posted by Paul on March 5, 2014

Content Search Web Part is a new web part introduced in SharePoint 2013.

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You can see the web part here.

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Please note that Content Query Web Part is different & was pre-existing in SharePoint 2010 too.

What are the advantages?

Following are the advantages:

  1. Search Query Association
  2. Display Templates (HTML, JavaScript)
  3. Scope can be Site Collection, Site or Library level
  4. Styling Options

Please note that Search Crawl has to be happened to display fresh results using this web part.

References

http://msdn.microsoft.com/en-us/library/jj163789.aspx

Summary

In this post we explored an overview of Content Search Web Part.  In upcoming posts we can see how to use it.

Posted in SharePoint, SharePoint 2013 | Tagged: , | Leave a Comment »

Create Site automatically when a List item is added

Posted by Paul on September 3, 2013

In this article I would like to take you through a real world scenario.

Scenario

In your company there are multiple projects going on. For each project, they require a separate site. The site creation has to be done through a list item creation.

A list named Projects exists in the root SharePoint site. A user can add a new item in the list along with the Project information.

1. Project Name

2. Project Description

3. Start Date

4. End Date

5. Team Members

Step 1: Create Projects list

Please go ahead & create a new list name Projects. Add the columns as displayed below.

Ensure that the Team Members column is of type User or Group & it allows multiple selections.

Step 2: Create SharePoint Project

Now we can start with our Event Handler Project. Open Visual Studio 2012 & create an empty SharePoint Project.

If you do not have Visual Studio 2012, you need to install it first. After that, install the Office Tools for Visual Studio 2012, it contains the SharePoint project templates.

In the next page, choose the Farm Solution option.

Now, right click on the project & add an Event Receiver.

Choose the custom list option & “item was added” event as given below:

In the item added event, place the following Site Creation code.

public override void ItemAdded(SPItemEventProperties properties)

{

base.ItemAdded(properties);

if (properties.List.Title == “Projects”)

{

// Get Properties

string name = properties.ListItem[“Title”].ToString();

string description = properties.ListItem[“Description”].ToString();

DateTime startDate = (DateTime)properties.ListItem[“Start Date”];

DateTime endDate = (DateTime)properties.ListItem[“End Date”];

// Create sub site

SPWeb web = properties.Site.AllWebs.Add(name.Replace(” “, string.Empty), name,

description, 0, SPWebTemplate.WebTemplateSTS, false, false);

web.Update();

}

}

Step 3: Execute Project

Now execute the project using F5 key& while debugging active, create a new project item inside Projects list.

You can see that a new sub site is created based on the input information.

Step 4: View sub site

Use the Site Contents link to view the sub sites.

Scrolling down to the bottom of the page, you can see our new site named Supercast.

On clicking the sub site, it opens as shown below:

In this example, we have stopped after creation of sub sites. In the real world projects we need to:

1. Create an Internal List with all project information

2. In the add event, create a web part display project information from list & add to home page

3. In the original Projects list, create a new property named URL & set that to the newly created site

4. In the new site, Owners & Members permission groups can be automatically created

5. Create common project library, list, meeting, discussion lists in the site.

In appropriate sense, the custom solution can include a custom site template with all pre-defined lists & libraries.

References

http://bit.ly/137vrNA

Summary

In this article we have explored a real world scenario of project site creation through list item adding event. The source code is attached with the article.

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SharePoint 2013 – Document Management Features

Posted by Paul on August 12, 2013

In this article I would like to list down the Document Management Features of SharePoint 2013. These features provide us a quick solution with common document management tasks, thus saving cost & time.

Following are the core document management features in SharePoint 2013:

1. Document Library

2. Metadata

3. Search

4. Office Web Applications

5. Check-in, Check-out

6. Offline Working Capability

7. Workflows

8. Alerts

9. Document Id

10. Document Set

11. Co-Authoring

12. Policies

13. Mobile Support

Document Library

We can upload documents into SharePoint Lists called Document Library.

Multiple types of documents can be uploaded (Word, Excel, PowerPoint, Pdf etc.) and SharePoint Administrator can impose restriction on the type of documents through Central Administration. For example, executable files (.exe, .dll) can be blocked from uploading.

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Metadata

We can associate additional metadata columns along with document libraries. For example a Resume document library can have the following columns to capture candidate information:

1. Associated Project

2. Valid Upto

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The metadata column type can be Text, Date Time, Number, Person etc.

Search

The in-built search feature supports a search box visible on all the document library pages.

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Search can be performed based on:

1. Document Name

2. Metadata Properties

3. Document Content

Office Web Applications

Office documents can be viewed within a browser. This helps the user to view MS Word, Excel files without the need for MS Office installed in the client machine.

Through Office web applications, the document content is rendered to the browser. This feature allows great convenience to the user.

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Check-in, Check-out

A document can be exclusively checked out by a user. This prevents modifications to the same document by other users. Check-in can be done after doing the modifications.

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SharePoint document libraries have in-built support for Check-in, Check-out operations. A user can view the version history of a document through the context menu command.

Offline Working Capability

A user can download a document from SharePoint, go offline, update changes & later synchronize back to SharePoint. Skydrive Pro for SharePoint 2013 enables this feature.

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Workflows

Through WWF (Windows Workflow Foundation), workflows allow quick integration of commonly required tasks like:

· Document Approval

· Document Rejection

Additionally, custom workflows can be created using tools Visual Studio & SharePoint Designer.

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Alerts

Document Library changes can be notified to users through Alerts feature. We can set different notifications like Add, Edit, Delete operations.

The user should be having an email / mobile number registered to receive notifications.

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Document Id

Document Id is the feature which provides:

1. Unique numbering to of documents

2. Easier retrieval of document by using Document Id

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Document Set

Document Set provides convenient way of working with multiple documents in one go. A Document Set can contain multiple documents sharing the same metadata properties of parent document library.

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Co-Authoring

Co-Authoring feature enables Collaboration of multiple users to work on the same document. The changes to the different parts of document are persisted & merged through the Co-Authoring feature.

This is related to the Check-in, Check-out feature.

Policies

The life cycle of document can be managed with Document Policies. We can have Archival, Retention policies for document libraries.

For example, a document can be set to Auto-Delete after 1 year of time. This option helps in clearing unwanted documents from a site, which improves better clarity in document retrieval & search.

Adding safety value, one can perform a backup & delete for retention policies.

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Mobile Support

SharePoint 2013 provides optimized viewing experience over different mobile platforms including smartphones & tablets. Additional to that, Device Channels, Push Notifications, Business Intelligence & Office Web Apps are available for the mobile device.

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Summary

In this article we have explored the core document management features of SharePoint 2013.

Posted in SharePoint, SharePoint 2013 | Tagged: , | Leave a Comment »

Document Set Feature in SharePoint 2013

Posted by Paul on August 8, 2013

In this article I would like to take you through the Document Set feature of SharePoint 2013.

What is Document Set?

Document Sets are a feature in SharePoint Server 2013 that enables an organization to manage a single deliverable, or work product, which can include multiple documents or files.

Simply, you can see it as a collection of documents packed together.

While working with Document Libraries, you can upload Document Set instead of a single Document. A Document Set can contain multiple documents having same columns as the document library.

How to enable Document Set?

For enabling & using Document Set, the steps are given below:

1. Activate Document Set feature

2. Enable Content Type

3. Add documents

Please see the steps below:

Activate Document Set feature

Open your site, then Site Settings page.

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Click on the Site collection features link, you will get the page below.

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Click on the Activate button corresponding to Document Sets feature. Wait for a while for the activation operation to complete.

Enable Content Type

Document Set is enabled for a library by Enabling Document Set content type.

Create a new library, Choose the library settings, Advanced Settings & enable the following option.

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Save changes & go back to the Library Settings. From the content types section, choose the Add option.

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In the appearing page, add the Document Set content type & save changes.

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Now you are ready with multiple content types for your document library.

Add Documents

Open the document library & choose the FILES tab, select the New Document Set context menu.

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In the appearing dialog box, enter the name of the Document Set, you can upload documents later.

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Saving changes will take you to the next screen for adding documents.

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Here you can add multiple documents for the same document set . Please note that the upload screen says Document Set as “Folder”.

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As shown below, you can see that the multiple documents exist in the same document set. Plus, the document library columns are available for the child documents as well.

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This concludes our usage with Document Set.

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Under the hood, Document Set can be considered as a Folder.

References

http://technet.microsoft.com/en-us/library/ff603637.aspx

Summary

In this article we have explored the Document Set feature of SharePoint 2013, Activating, Enabling & Creating a document set.

Posted in SharePoint, SharePoint 2013 | Tagged: , , , , , | Leave a Comment »

SharePoint 2013 Installation on Windows Server 2012

Posted by Paul on August 14, 2012

You might have already known that Microsoft announced the preview version of SharePoint 2013 (aka SharePoint 15) last month. In this article I would like to give an overview of the Installation of the same on a Windows Server 2012 machine.

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Download

Please note that there are 2 versions to download:

· SharePoint Foundation 2013

· SharePoint Server 2013

Choose the version which you required:

· SharePoint Foundation 2013 (1 GB) Download

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· SharePoint Server 2013 (2 GB) Download

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Please note that the file is in Image (.img) format. You need an Image File Extractor to extract and run the setup. Following is the link for an Image File Extractor. (http://www.winimage.com/)

No Client Operating System Installation

The Client Operating Systems like Windows 7 / Vista etc. are not supported in the SharePoint 2013 version. So you might require one of the following for installing:

· Windows Server 2012 R2

· Windows Server 2008

· Windows 8 Hyper V virtual machine

Pre-Requisites

Following are the prerequisites for SharePoint Foundation 2013

• Microsoft .NET Framework 4.5

• Windows Management Framework 3.0 (CTP2)

• Application Server Role, Web Server (IIS) Role

• Microsoft SQL Server 2008 R2 SP1 Native Client

• Windows Identity Foundation (KB974405)

• Microsoft Sync Framework Runtime v1.0 SP1 (x64)

• Windows Server AppFabric

• Microsoft Identity Extensions

• Microsoft Information Protection and Control Client

• Microsoft WCF Data Services 5.0

• Cumulative Update Package 1 for Microsoft AppFabric 1.1 for Windows Server (KB2671763)

You can install the pre-requisites using the Install software prerequisites option from the main screen. In case of internet connection unavailable, then download & install would be possible.

Windows Server 2012

For the installation I have used Windows Server 2012 R2 trial version. If you already have a server operating system installed you can skip this step and proceed directly with SharePoint 2013 Installation.

Download Windows Server 2012 Image

You can download the image file from following location:

http://technet.microsoft.com/en-us/evalcenter/hh670538.aspx

The image file is 3.37 GB in size and you can extract or burn the image file to proceed with the installation. (ImgBurn is a tool to burn .img files to DVD)

On running the bootable DVD you should be prompted with the setup.exe as shown below:

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Use the GUI option in the further step:

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Please note that this operating system installation step can be skipped if you already have Windows Server in place. Ensure your Operating System has a valid domain integration.

Tips

1. Inside Windows 2012, Use Ctrl + Alt + Delete to view the Power Options screen and you can choose Shut Down, Restart etc.

2. To access your Start Menu (Screen) use your Windows button or move mouse to the left bottom end of toolbar.

SQL Server 2012

SharePoint 2013 requires SQL Server 2012. You can download a trial version from the following link:

http://www.microsoft.com/betaexperience/pd/SQL2012EvalCTA/enus/default.aspx

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Download the highlighted version and install it. Before installation you need to create a domain account to specify it during the SQL Server installation.

Note: The SQL Server Installation should take around 20 minutes.


SharePoint 2013 Installation

After installing the operating system & database server we can continue with the actual SharePoint 2013 Installation. Run the setup.bat from the extracted files root folder.

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Install software pre-requisites

Click on the Install software prerequisites link to automatically install all the pre required software.

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After the above step you can proceed with the actual installation.

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Choose the installation as Standalone and click the Intall Now button as shown below.

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Wait for a few minutes for the installation to be completed.

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Once the installation is completed you will be launched with the Products Configuration Wizard.

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Specify your database name and credentials in the following page:

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Enter the Farm Security Phrase of your own:

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Wait for the configuration activities to be completed. This should take around 10 minutes.

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Once the Configuration is done you will get the following message. The textboxes shows your appropriate machine parameters.

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Central Administration

Following is the screen shot of Central Administration in SharePoint 2013. You can open this from the Start Menu.

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Click on the Start the Wizard button as shown above to configure your farm settings. Once the farm configuration is done you should be able to see the following screen.

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Default Site

Now you can try opening the default site installed. It should be accessible by the machine name itself as shown below:

· http://localhost

· http://machinename

Following is the blank site template of default site.

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Corrupted Default Site

If you get a time out error or a Connection Close message then probably the default site collection is corrupted. You can do the following activities to fix it:

1. Delete the port 80 site from Central Administration

2. Create a new web application with port 80

3. Add a new site collection to the new web application

4. Try accessing the site using above urls

Ensure that you have valid entries in the system32\drivers\etc\hosts file.



Virtual Machine Links

Following are some virtual machine links.

Link 1

Link 2

References

http://msdn.microsoft.com/en-us/library/jj162979(v=office.15).aspx

Summary

In this article we have seen the installation of SharePoint 2013 on Windows Server 2012. Summarizing the activities we have performed the following:

1. Windows Server 2012

2. SQL Server 2012

3. SharePoint 2013

4. Internet Information Services 8.0

Please let me know any problems you face so that I may be able to guide you. In the upcoming article I will come up with the new features of SharePoint 2013.

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