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Learning Lake Course: 50547B

SharePoint 2010 Site Collection and


Site Administration
Revised: January 2014

Classroom Image Build Guide

Table of Contents

Classroom Setup Overview

Step-by-Step Classroom Setup

1.0

Classroom Image Build Guide V2

Classroom Setup Overview


This section provides an overview and reference for the configuration of the classroom
environment. This section can be followed to manually set up the virtual machine
configuration needed for the course labs, instead of following the step-by-step
instructions in the next section.

Host Machine Requirements


The host machine for both the Instructor and students are identical in setup. The host
must be Windows Server 2008 R2 64bit with Hyper-V enabled.
Role

Min. RAM

Min. CPU

Min. HD

Instructor

8 GB min. 12 GB
optimum

2.5 GHZ Dual core with


Hardware Virtualization

100 GB

Student

Same

Virtual Machines
All virtual machines have Dynamic Disks. They are designed to run under Hyper-V in
the lab steps.
Virtual
machine
2010-10a

Settings

5120 MB RAM

C:\SP2010SCSA\2010-10a\Virtual Dark Desk\201010a.vhd

Network: Internal

Description
Server 2008 R2
Enterprise x64 Full.
Installed as a Domain
controller and DNS
server.
See list of installed
software below.

2010-10b

1024 MB RAM

C:\ SP2010SCSA\2010-10b\Virtual Dark Desk\201010b.vhd

Network: Internal

Server 2008 R2
Enterprise x64 Core.
Domain member
server as Exchange
2010 Server.
See list of installed
software below.

Virtual Machine Software and Pre-Configuration


Virtual machine a contains the following pre-configured software:

Windows Server 2008 R2 SP1 Standard Evaluation Edition, running as an Active


Directory Domain Controller for the CONTOSO.COM domain with DNS and WINS

Microsoft SQL Server 2008 R2 Enterprise Edition with Analysis, Notification, and
Reporting Services

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Microsoft Visual Studio 2010

Microsoft SharePoint Server 2010 SP1 Enterprise Edition

Microsoft Office Web Applications SP1

Microsoft FAST Search for SharePoint 2010 SP1

Microsoft Project Server 2010 SP1

Microsoft Office Professional Plus 2010 SP1

Microsoft Visio 2010 SP1

Microsoft Project 2010 SP1

Microsoft Lync 2010

Virtual machine b contains the following pre-configured software:

Windows Server 2008 R2 SP1 Standard Evaluation Edition, joined to the


CONTOSO.COM domain

Microsoft Exchange Server 2010 SP1

Not used in the class, do not include with the course: 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 the default SQL Server
2008 R2 instance. A default site has been created using the Team Site template at
http://intranet.contoso.com/ and a FAST Search Center at http://intranet.contoso.com/search/.
Virtual machines a and b are required for all scenarios. Virtual machine c is NOT used
during the course and should not be downloaded.

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Software
The following table shows all the software needed to set up within the virtual machines
for this course. The files listed must be obtained either from the Microsoft Download
site, or from the download section of the respective software vendor.
Software

Location

File Name

Windows Server 2008 R2 (SP1)


Enterprise [Full Edition]

Host on Physical
Machine

Download and install. Enable Hyper-V

2010 Information Worker


Demonstration and Evaluation
Virtual Machine (SP1)

Install on the
physical machine

Download Virtual Machines.


Contact:

Email: cpdinfo@itt-tech.edu

Phone: 952.896.6800 / 1.888.236.2462

Virtuals Needed:

2010-10a.part01.exe thru 2010-10a.part23.rar

2010-10a.sfv

2010-10b.part01.exe thru 2010-10b.part07.rar

2010-10b.sfv

Do not download the following files

1.

2010-10c.part01.exe thru 201010c.part11.rar

2.

2010-10c.sfv

Virtual Machine Setup Guide.docx

2007 Office System Driver: Data 2010-10a


Connectivity Component

Download from Microsoft the 64 bit driver to allow


Datasheet views to be displayed. Download at:
http://tinyurl.com/27yqy4x

Firefox Web Browser

2010-10a

Download from Mozilla the latest version of Firefox:


http://tinyurl.com/y3prgo

Safari Web Browser

2010-10a

Download from Apple the latest version of Safari for


Windows 7:
http://support.apple.com/kb/HT1222
or
http://support.apple.com/kb/HT2305?
viewlocale=en_US

ISO Recorder for Windows 7

Install on the
physical machine

Used to create ISO images to add files into the VM:


http://tinyurl.com/ybtem8r. Make sure to download
the 64-bit version

SharePoint 2010 Files

2010-10a

Included with Course Setup Files.

Adobe Reader

Install on the
physical machine

Download from Adobe at:


http://get.adobe.com/reader/

Office 2010 Professional

Install on the
physical machine

Download from Microsoft and use evaluation version


at: http://technet.microsoft.com/enUS/evalcenter/dn407368

(optional)

Found in the TechNet Evaluation Center > Previous


Editions > Office > Office Professional Plus 2010

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Software

Location

PowerPoint 2010 Viewer


required if Office 2010
Professional is not installed

Install on the
physical machine

File Name
Download from Microsoft at:
http://tinyurl.com/284ftcr

Step-by-Step Classroom Setup


This section lists the steps necessary to configure the Host and Virtual machines for the
classroom environment.

Host Machine Setup


Install the Host Operating System
1. Boot the host machine and enter the systems BIOS setup.
2. Enable the following options in BIOS:
- Multi-Core processing (Hyper-Threading)
- Hardware Virtualization
- Data Execution Prevention (DEP)
- SATA AHCI (Server 2008 generally has the driver built-in.)
3. Disable the following options in BIOS:
- CPU Power management features
- PCI Power management features
4. Save the BIOS changes and Reboot the system from your Operating System CD or
DVD of Windows Server 2008 R2.
5. Install the operating system using the following characteristics:
- Use the full drive as a single Primary Partition.
- Quick Format with NTFS.
- Choose a unique computer name on the classroom network for the host.
- Use Pa$$w0rd (that is a Zero) for the Administrator password during installation.
- Use DHCP for addressing on the host.
6. After the install is complete, log on as the Administrator account.
7. Install all of the latest device drivers for Audio, Network and most importantly Video.

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Configure Resolution, Screen Saver and Power Settings


8. Configure the Screen Resolution of the desktop.
9. Make sure that Resolution and Colors are set to their maximum values.
10. Click the Advanced (settings) button; then select the Troubleshoot tab.
11. Make sure that the Acceleration option is set to Full.
12. Change the screen saver Wait time to 30 minutes.
13. Clear the On resume, display logon screen option.
14. Change the Power Options to the High performance radio button and select
Change plan settings beneath it.
15. Click the Turn off display drop-down list and select After 2 hours.
16. Make sure that the Turn off hard disks, System standby and Hibernate options (if
available) are set to a value large enough to prevent disruption in class, yet are still
set to a value that will kick in after hours if the machines are left powered on.

Enable DirectX Functionality


DirectX may be disabled. Since you will be running the interface to control a VM on the
console of the server, graphical performance inside the VM is going to be very poor with
DirectX turned off. The following procedure walks you through the steps to enable
DirectX on your computer. This might not be necessary on a Windows Server 2008 R2
machine, but it is still worthwhile to examine.
17. Click Start, Run and type dxdiag.exe; then press the ENTER key.
18. Click Yes to any messages asking if you want to check for signatures.
19. Wait for all of the driver signatures to be scanned. (Watch the progress indicator at
the bottom of the dialog box.)
20. Once the DirectX Diagnostic Tool opens, select the Display tab.
21. Click the Enable button next to the DirectDraw option. After a few seconds, the
Direct3D option will appear.
22. Click the Enable button next to the Direct3D option.
23. Click Exit when done.

Disable IE ESC
Disabling Internet Explorer Enhanced Security Configuration will speed up

accessing web pages for file downloads.

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24. In Server Manager under Server Summary > Security Information


25. Click Configure IE ESC and select Off for both Administrator and Users then
click OK to close.

Preparing the Learning Lake Directory Structure


These steps will have you create the directories and copy the files needed for the setup of
the host machine.

26. Open Windows Explorer and navigate to the C:\ root folder and create the
following directory structure:
Folders
C:\LearningLake
C:\LearningLake\Virtuals
C:\LearningLake\Downloads
C:\LearningLake\ISO
C:\LearningLake\Setup
C:\LearningLake\ISO\Install
C:\VDownloads

27. Copy the following files into the LearningLake folder structure. NOTE: The actual
name of a file for a product may be different than the one listed below due to vendor
changes: (Refer to the software table in the previous section for the download
location of the files.)
Source

Destination

2010 Information Worker


Demonstration and
Evaluation Virtual Machine
(SP1)

Download all files to:

2007 Office System Driver:


Data Connectivity
Component

Download to:

Course Setup Files

Downloaded from Courseware Library and extracted to


C:\LearningLake\ISO

Firefox Web Browser

Download to:

C:\VDownloads

C:\LearningLake\ISO\Install\AcessDatabaseEngine.exe

C:\LearningLake\ISO\Install\FirefoxSetup.exe
Safari Web Browser

Download to:
C:\LearningLake\ISO\Install\SafariSetup.exe

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Source

13

Destination

ISO Recorder for Windows 7 Download to:


C:\LearningLake\Setup\ISORecorder31X64.msi
Adobe Reader (Optional)

Download and extract to:


C:\LearningLake\Setup\AdobeReader.exe

Office 2010

Download and extract to:

(optional)

C:\LearningLake\Setup\Office2010Pro.exe

PowerPoint 2010 Viewer

Download and extract to:


C:\LearningLake\Setup\PowerPointViewer.exe

Install Tools and Applications


Here, you will install the tools and applications that will be used in the upcoming labs.
28. Open Windows Explorer and navigate to the C:\LearningLake folder and install
the following:
Install or Extract File
C:\LearningLake\Setup\AdobeReader.ex

Description
This is optional on the host machine.

e
C:\LearningLake\Setup\PowerPointView

Install this so the instructor can display

er.exe

the course slides.

C:\LearningLake\Setup\Office2010Pro.e

This is optional on the instructor

xe

machine.

C:\LearningLake\2010-10a.part01.exe

Extract this file to C:\LearningLake.

C:\LearningLake\2010-10b.part01.exe

Extract this file to C:\LearningLake.

C:\LearningLake\Setup\ISORecorder31X

Used to create ISO files.

64.msi

Configure Hyper-V
The labs in this course assume that Hyper-V is being used as the virtualization platform.

Install Hyper-V
1. On the Host machine, open Start, Administrative Tools, Server Manager.
2. Select the Roles option in the left window then click the Add Roles link in the right
window.
3. Click Next on the welcome screen then select the Hyper-V role.
4. Click Next the rest of the way through the installation taking the default options.

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5. Restart when prompted.


6. On the Host machine, open Start, Administrative Tools, Hyper-V Manager.
7. In the Hyper-V console, click the Virtual Network Manager option in the right
window.
8. Select the Internal option then click the Add button.
9. Name the network, Internal then click OK.
10. Import the Virtual Machines into Hyper-V by clicking on Import Virtual Machine
option in the right window.
11. Click on the Browse button and navigate to C:\LearningLake\2010-10a and click
Select Folder.
12. Click on Import to complete the process.
13. Repeat Steps 10-12 and add C:\LearningLake\2010-10b.
14. Navigate to C:\LearningLake, right click on ISO folder and choose Create ISO
image file.
15. In the CD Recording Wizard leave all the defaults and click Next.
16. Click on Finish when completed. This ISO will be used in a later step.

Configuring the Virtual Machines


1. In the Hyper-V Manager console, click on 2010-10a and in the right Action window
click on Start.
2. In the same window click on Connect.
3. Wait until the 2010-10a has finished and the logon screen is available.
4. Repeat Steps 1 and 2 to start 2010-10b. Make sure to Connect as well.
Note: It is very important to remember to always start the VMs in this order. 2010-10a
is the domain controller for 2010-10b. When shutting down do these procedures
in reverse: shut down 2010-10b and when that has completed shutting down, then
shut down 2010-10a.
5. Log into the 2010-10a using the following credentials. You will need to press OK at
the EULA:

Username: Administrator

Password: pass@word1

6. Allow the Warm-Up script to complete and click on Restart Later in the Microsoft
Windows dialogue box.
7. Click on Start > Administrative Tools > Server Manager.

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8. Once Server Manager has finished loading click on the Features node and in the
main content area click on Add Features.
9. In the Add Features Wizard click the checkbox for SMTP Server and click Add
Required Features.
10. Click Next to proceed and click on Install.
11. When completed click on Close and then close the Server Manager window.

Install and Configure Applications on Virtual


Machines
1. On the frame of the 2010-10a VM click on Media > DVD Drive > Insert Disk.
2. Navigate to C:\LearningLake and select ISO.iso and click Open.
3. In the Autoplay window click on Open folder to view files using Windows
Explorer.
4. Copy the SharePoint 2010 Files folder to the root of the C: drive.
5. Create a new folder named C:\Tools.
6. Install both Firefox and Safari using the same technique. Make sure to uncheck
anything making either browser the default browser. Internet Explorer 9 should
be the default browser.
a. For the Safari installation uncheck the following installation options:
i. Make Safari the default browser for all users
ii. Install Bonjour for Windows
iii. Automatically update Safari
7. On the frame of the 2010-10a VM click on Media > DVD Disk > Eject.
8. Click on Start and in the Start Search type msconfig. In the search results click on
msconfig to launch.
9. Click on the Startup tab:
a. uncheck Apple Push
b. uncheck Microsoft Lync 2010
c. uncheck Warm Up
d. uncheck Microsoft Office 2010 and click OK.
10. Click the Dont show this message again and then on Exit without restarting.

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Configure SharePoint
1.

Click on Start > SharePoint 2010 Central Administration.

2.

In the Central Administration Quick Launch, click on Application


Management.

3.

Under the Site Collections heading click on Change site collection


administrators.

4.

In the Site Collection section, click on the drop-down and select Change
Site Collection.

5.

In the Select Site Collection window click on the Web Application dropdown in the right hand corner and Change Web Application.

6.

Select Intranet and then click on OK twice.

7.

In the Secondary Site Collection Administrator section, add Brian Cox as


Site Collection administrator and click OK.

8.

Under the Site Collections section click on Create site collections.

In the Web Application ensure that the Web Application reads http://www.contoso.com.
If not then click on the drop down and choose Change Web Application and point to
Intranet http://intranet.contoso.com.
9.

Add the Title of PowerPoint Broadcast Site and change the URL to read.

10.

In the Template Selection section, click on the Enterprise tab and choose
PowerPoint Broadcast Site.

11.

For the Primary Site Collection Administrator type in administrator and


click the Check Names icon.

12.

Click OK to finish.

13.

Click on the link to navigate to the PowerPoint Broadcast Site.

14.

Click on Site Actions > Site Settings > Users and Permissions > People
and Groups.

15.

In the Quick Launch click on Broadcast Presenters then click New > Add
Users.

16.

Add Brian Cox and Kim Abercrombie to the Select Users and uncheck the
Send welcome e-mail to the new users and click OK.

17.

In the Quick Launch click on Broadcast Attendees then click New > Add
Users.

18.
19.

Add Domain Users to the Select Users and uncheck the Send welcome email to the new users and click OK.
Move back to the Central Administration browser window or tab.

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20.
21.

In the Quick Launch click on the Application Management link.


Under the Service Applications section click on Manage service
applications.

22.

Find Search Service Application and click on the link.

23.

In the Search Administration Quick Launch, click on Content Sources.

24.

Hover over Local SharePoint sites and click on the document menu and
select edit.

25.

Delete the following addresses in the Start Addresses section:

http://finweb.contoso.com

http://hrweb.contoso.com

http://itweb.contoso.com

http://lcaweb.contoso.com

http://www.contoso.com

26.

In the Crawl Schedules section click on the Create Schedule for the Full
Crawl.

27.

28.

29.

Use the following information to create a new schedule and click OK when
completed:

Type: Daily

Run Every: 1 day

Starting Time: 12:00 A.M.

Repeat within the day: checked

Every: 60 minutes

For: 360 minutes

Click on Create schedule under Incremental Crawl and use the following
information to complete. Click OK when completed.

Type: Daily

Run Every: 1 day

Starting Time: 7:00 A.M.

Repeat within the day: checked

Every: 5 minutes

For: 60 minutes
Click OK in the Edit Content Source window.

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Configure SharePoint Sites


1.

Navigate to http://intranet.contoso.com.

2.

Click on Site Actions > Site Settings > User Permissions > People and
groups.

3.

Click on the check mark for Contoso\domain users and click on Actions >
Remove Users from Group. Click OK to finish.

4.

Click on New > Add Users and add the following users to the group.
Uncheck the Send welcome e-mail to the new users and click OK.

Hazem Abolrous

Jesper Aaberg

Lene Aalling

Margaret Au

Syed Abbas

Dave Natsuhara

5.

In the Quick Launch click on Team Site Owners and remove


Contoso\domain users from the group.

6.

Click on New > Add Users and add the following users to the group.
Uncheck the Send welcome e-mail to the new users and click OK.

7.
8.

In the Quick Launch click on Team Site Visitors.


Click on New > Add Users and add the Contoso\domain users to the
group. Uncheck the Send welcome e-mail to the new users and click OK.

9.
10.

Brian Cox

In the Quick Launch click on More.


Click on New > New Group and use the following information to create and
click Create.

Name: Learning Lake Managers

About Me: This groups primary purpose is to grant contribute rights for
managers.

Give Group Permissions to this Site: Contribute

All other settings: Leave as default

Click Create

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In the newly created group click on New > Add Users and add the following
users to the group. Uncheck the Send welcome e-mail to the new users and click
OK.

Dan Jump

Frank Miller

Jim Daly

Toni Poe

Adam Barr

12.

Click on Site Actions > New Site > Enterprise Search Center.

13.

Give the new site a Title of Learning Lake Search and a URL Name of
LLSearch.

14.
15.

25

Click on Create.
Click on Site Actions > Site Settings > Site Collection Administration >
Go to top level site settings.

16.

Under the Site Collection Administration section click on Search settings.

17.

Click on the Enable custom scopes option and type in


http://intranet/LLSearch/pages/results.aspx.

18.

Ensure the Site Collection Search Dropdown Mode says Show scopes
dropdown.

19.

For the Site Collection Search Results Page type in


http://intranet/LLSearch/pages/results.aspx.

20.

Click on OK to complete.

21.

In the Team Site Settings, under Look and Feel click Title, description and
icon.

22.

In the Title and Description section change the title to Gears Project Home.

23.

Leave all other fields unchanged. Click OK.

24.

Test search by navigating to Gears Project Home and searching for gears.
You are successful if there are results displayed in the Learning Lake Search page.

Setup Brians Desktop


1. Log-Off as the Administrator.
2. Click on Switch User and click on Other User.02
3. Use the following credentials to log on as Brian Cox:

User Name: BrianC

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Password: pass@word1

4. Wait for the Warm Up script to finish.


5. In the Microsoft Windows window click Restart Later.
6. Clean up the Task Bar by right clicking the following objects and selecting Unpin
this program from the taskbar:

Server Manager

Windows PowerShell

7. Clean up the Start Menu by right clicking on the following objects and selecting
Remove from this list:

Command Prompt

Notepad

8. Populate the Start Menu by typing the application name in the Start Search and
right clicking on the application and choosing Pin to Start Menu:

Internet Explorer

Microsoft Outlook 2010

Microsoft Word 2010

Microsoft Excel 2010

Microsoft PowerPoint 2010

Microsoft SharePoint Workspace 2010

Safari

Firefox

9. Populate the Task Bar by typing the application name in the Start Search and right
clicking on the application and choosing Pin to Task Bar:

Internet Explorer

Microsoft Outlook 2010

Microsoft Word 2010

Microsoft Excel 2010

Microsoft PowerPoint 2010

Microsoft SharePoint Workspace 2010

Safari

Firefox

10. Open Internet Explorer and enter the address of http://intranet.contoso.com.

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11. In the Windows Security dialogue use the following credentials and check the
Remember my credentials:

User name: BrianC

Password: pass@word1

12. In Internet Explorer press the Alt key. On the toolbar select Tools > Internet
Options.
13. Click on the Security tab and select the Trusted Sites from the choices.
14. In the Trusted Sites settings section click on Sites button.
15. Uncheck the checkbox for Require server verification (https:) for all sites in this
zone and then click on Add to add http://intranet.contoso.com.
16. Click Close to finish.
17. Back into the Internet Options window, Security tab click on the Custom level
button.
18. Scroll to the bottom of the Security Settings list to User Authentication and set the
Logon to Automatic logon with current user name and password.
19. Click OK to change the new setting and Yes to the Warning.
20. Click on the General tab and in the Home Page section click on Use current to set
Gears Project Home.
21. Click OK to close Internet Options.
22. In Internet Explorer press the Alt key. On the toolbar select Tools > Delete browsing
history.
23. Click on Safety menu > Delete Browser History and click Delete. Wait for the
Internet Explorer pop-up that Internet Explorer has finished deleting browsing
history.
24. Close Internet Explorer.
25. Set the Home Page for Firefox and Safari to http://intranet.contoso.com.

For Firefox in the Import Wizard click on Next > Import your home page
from Internet Explorer > Next > Finish.

Once Firefox refreshes to the Gears Project Home click on Remember for
Firefox to remember Brians password.

In the Default Browsers box, uncheck Always perform this check and select
No.

Close the information bar in Firefox and then close Firefox.

26. From the Task Bar click on Outlook 2010 to configure for Brian.

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27. Click on Next three times and click Finish. Note: this may take over a minute to
finish this step.
28. For the User Name window click on OK.
29. In the Welcome to Microsoft Office 2010 window choose Dont make changes and
click OK.
30. Test e-mail by creating a new message to brianc@contoso.com and sending.
31. Wait until the e-mail appears (should be less than 1 minute) and then delete both
message and Empty Deleted Items.
32. Close Outlook 2010.
33. Log off as Brian Cox.

Finalize VM Set-up
1. Navigate back to Hyper-V Manager.
2. Right click on 2010-10b and choose Shutdown In the Shutdown pop-up
warning windows click Shutdown. Wait for the 2010-10b virtual State to be Off
in Hyper-V Manager before continuing.
3. Right click on 2010-10a and choose Shutdown In the Shutdown pop-up
warning windows click Shutdown. Wait for the 2010-10a virtual State to be Off
in Hyper-V Manager before continuing.
4. Right-click 2010-10a and choose Export.
5. Click on the Browse button and navigate to C:\LearningLake\Virtuals. Click
on Select Folder.
6. Click on Export. (This will take over 20 Minutes)
7. Use the same procedure to export 2010-10b.
8. The VMs are now available for compression and deployment for use for the
class.

Using VMs in the Classroom


1. Import the virtuals into Hyper-V Manager.
2. Start 2010-10a and wait until the Log-On screen is available.
3. Start 2010-10b.
4. Connect to 2010-10b and log in using the following information:

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Username: administrator

Password: pass@word1

5. Once the desktop is fully available click on the 2010-10b frame and choose
Action > Shut Down.
6. Use the same procedure for 2010-10a.

Best Practices for the Virtuals


7. Always Start up the virtuals in the following order:

2010-10a (do not start 2010b until login screen shows)

2010-10b

8. Always Shutdown the virtuals in the following order:

2010-10b

2010-10a (wait for 2010-10b to fully shut down first)

9. Log on to 2010-10a using the following credentials:

Username: BrianC

Password: pass@word1

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