Install SharePoint 2016 - Step by Step

/ Andreas Glaser

How to successfully install SharePoint 2016 step by step as an administrator or developer.

Install SharePoint 2016 - The Complete E-Book:

Scenario

We will install SharePoint 2016 based on the following scenario:

SharePoint 2016 installation scenario

It's a

  • SharePoint 2016 single-server installation, including
  • basic installation accounts, and
  • SQL Server and Windows Server setup.

PowerShell automation is not shown.

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Helpful Tips

You may believe it or not but the following tips are the most useful I've seen during my years of installing SharePoint for my clients.

Meet all Hardware Requirements

Often I hear "SharePoint can't have such high requirements..." or "We won't need all features and there's no need to scale...".

Don't try to mess with hardware and software requirements and don't try to run a SharePoint server at the most minimal requirements. Of course it costs money and it doesn't matter if it's their hardware or your time: It has to be paid. But believe me if you need to change things later it takes way more time and resources than you would have invested at the beginning.

Get enough Time

Installing SharePoint can't be compared to installing a tool or application. It includes way more effort than a Windows Server or SQL Server since it's based on different types of servers and a working infrastructure. Usually you will get challenges if you put a system on top combining different servers and services.

Take your time and schedule resources in time. Installing SharePoint can be done in some hours or days... it all depends on how well you and your team are prepared or not.

Prepare your Install Packages

This should be just a small thing but believe me it happens more often than you think and eats up your precious time really fast. Make sure that you prepare your own packages and that your customer has everything in place. It’s a waste of time if you need to wait when you are ready to install SharePoint. I met a lot of customers where time and resources were limited but the preparation wasn’t done.

Documentation

Documentation is everything and often it's not done. It doesn't matter if you give the project to someone else who needs to get into it. Usually there is more than one environment to install: staging, production or a recovery environment. There are hundreds of steps included and since nobody remembers all the steps which were done it’s important to write them down (and to take screenshots). This way the installation process can be done by different people or at different times.

Summary

You can ruin a really great SharePoint installation by missing the following things:

  • Meet the requirements
  • Try to get resources in time
  • Take your time and do it properly
  • Verify if you prepared everything for yourself and if your customer has done it too
  • Document everything

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Hardware and Software Requirements

Please make sure you meet all SharePoint 2016 hardware and software requirements.

SharePoint has specific hardware, software, domain and account requirements before you can successfully install it. You need to meet them before you can start your installation to minimize waiting time and mistakes.

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Administrative and Service Accounts

These are the official account requirements [1] in order to install SharePoint 2016.

Basic Installation Accounts

You need to create at least the following domain accounts in Active Directory to successfully install SharePoint 2016:

Basic Installation Accounts
Required Account Example
SQL Server Service Account sqlSvcAcc
SharePoint Setup Administrator spAdmin
SharePoint Farm Account spFarmAcc

Service Accounts

Service accounts aren't needed for a successful SharePoint 2016 installation.

Assign Permission

The SharePoint 2016 setup administrator is the only account where you need to assign permission manually.

SQL Server Service Account

  • Permission are assigned automatically during installation of SQL Server 2014.
  • The SQL Server service account should be a domain account and is used to run SQL Server.

SharePoint Setup Administrator

  • You need to manually assign permissions.
  • The setup administrator is used to install SharePoint 2016.
  • The SharePoint 2016 setup administrator has to be a member of the administrators group on every server SharePoint should be installed.
    Add the SharePoint 2016 setup administrator to the administrators group on every server SharePoint should be installed
  • This account also needs the securityadmin and dbcreator role in SQL Server.
    The SharePoint 2016 administrator needs the securityadmin and dbcreator roles in SQL Server.
  • "If you run Windows PowerShell cmdlets that affect a database, this account must be a member of the db_owner fixed database role for the database." [1]
  • If I create a development environment I also assign the sysadmin role during the setup of SQL Server 2014 so I have only one account I need to administrate Windows Server, SQL Server and SharePoint.

SharePoint 2016 Farm Account

Permissions are automatically assigned by the SharePoint 2016 setup administrator so you don’t have to do it.

The farm account is used for the following things [1]:

  • Configure and manage the server farm.
  • Act as the application pool identity for the SharePoint Central Administration website.
  • Run the Microsoft SharePoint Foundation Workflow Timer Service.

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SQL Server 2014 Configuration

I haven’t seen any official or unofficial documentation about required features yet so I’ll use the minimum set of features that worked with older versions of SharePoint.

.NET Framework 3.5.1

SQL Server 2014 requires .NET Framework 3.5 SP1 so you need to enable the feature using "Server Manager > Add Roles and Features > .NET Framework 3.5":

Enable .NET Framework 3.5 SP1 using Server Manager.

SQL Server 2014 Installation

The following steps apply if you don’t have a SQL server yet. If you have a SQL Server 2014 SP1 instance you can skip to the step below: "SQL Server 2014 configuration".

Select a new SQL Server stand-alone installation and wait until the install rules have been checked. After that select the SQL Server Feature Installation:

Select a new SQL Server stand-alone installation and wait until the install rules have been checked.
Select the SQL Server Feature Installation.

Please select at least the following minimum features:

  • Database Engine Services
  • Management Tools - Basic

Select the Database Engine Services.
Select the basic Management Tools

Keep the default instance.

Add the SQL Server service account (in my case: sqlSvcAcc) plus password and keep the collation settings.

Keep the default instance.
Enter the SQL Server service account plus password and keep the collation settings.

If you create a development environment add the current administrator and SharePoint 2016 setup administrator as SQL Server administrators.

Add the current administrator and SharePoint 2016 setup administrator as SQL Server administrators for a development environment.

Start the SQL Server 2014 installation.

SQL Server 2014 Configuration

Open SQL Server 2014 Management Studio and give the following permissions.

Assign the dbcreator and securityadmin server role to the SharePoint 2016 setup administrator which is in my case spAdmin.

Assign the dbcreator and securityadmin server role to the SharePoint 2016 setup administrator.

Please also make sure you respect the following SQL Server best practices by Microsoft:

  • Do not enable auto-create statistics on SharePoint content databases.
  • Do not manually restrict database size in SQL Server.
  • Keep max degree of parallelism (MAXDOP) to 1 for instances of SQL Server that host SharePoint databases.

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Windows Server 2012 R2 Configuration

Usually I like to know which Windows Server 2012 R2 role services and features are enabled: If you run the SharePoint 2016 prerequisites installer you won't see the exact configuration steps. Anyway it's sufficient for this scenario.

SharePoint 2016 Prerequisites Installer

The prerequisites installer installs and configures all SharePoint 2016 requirements but it doesn't show you in detail what it does.

Start the SharePoint 2016 prerequisites installer.
Make sure everything installed successfully and restart your server if required.

Make sure everything installed successfully and restart your server if required.

The prerequisites installer also downloads required patches and hotfixes for Windows Server 2012. In case you want to download them manually please read: SharePoint 2016 hardware and software requirements.

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SharePoint 2016 Installation

SharePoint 2016 now comes with the new MinRole feature (SharePoint MinRole Explained) which configures a server for a specific role in a SharePoint topology like a Web Server or Application Server.

SharePoint 2016 Installation

Start the installation of SharePoint Server 2016 and use one of the following trial product keys:

  • Enterprise: NQGJR-63HC8-XCRQH-MYVCH-3J3QR
    (Required to enable Project Server 2016)
  • Standard: RTNGH-MQRV6-M3BWQ-DB748-VH7DM

The keys are valid for 180 days and you can change to a licensed version anytime during the trial or after the trial has expired using Central Administration.

Enter the product key and keep the file location.

Enter the product key to start the SharePoint 2016 installation.
Keep the file location.

Run the SharePoint Products Configuration Wizard.

Run the SharePoint Products Configuration Wizard.

SharePoint 2016 Configuration Wizard

Create a new server farm and enter your SQL Server [SERVERNAME] and specify the SharePoint 2016 farm account.

I installed SQL Server and SharePoint 2016 in the same machine so I used localhost as the SQL Server name.

Create a new SharePoint 2016 server farm.
Enter your SQL Server instance name and specify the SharePoint 2016 farm account.

Select the Single Server farm for our testing purposes. Specify a port number and start the configuration.

Select the Single Server farm for our testing purposes.
Specify a port number and start the configuration.

Once the installation has finished you can open SharePoint 2016 Central Administration.

Wait until the SharePoint 2016 installation has finished.
Once the installation has finished SharePoint 2016 Central Administration will open.

Once you see the SharePoint 2016 Central Administration you're done with the installation:

SharePoint 2016 Central Administration.

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Install SharePoint 2016 - The Complete E-Book:

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