SharePoint Setup

Owned by RecordPoint (Unlicensed)
Last updated: Jan 31, 2020 by Laura Boustany
2 min read


 Article Contents

For RecordPoint to operate correctly, there are various SharePoint configurations that need to be completed before starting the RecordPoint software installation.

Create Web Application(s) and Site Collection(s)

Create Web Application(s)

Web Application for RecordPoint

The SharePoint Setup Administrator user administrator account is used to set up SharePoint Configuration Wizard, the initial Farm Creation Wizard, and Windows PowerShell.

Only one RecordPoint web application per farm is supported.

  1. Log into Central Administration as the SharePoint Setup Administrator account
  2. Go to Application Management
  3. Select Manage web applications
  4. Create a web application for the RecordPoint
  5. Requires the following services:
    1. Managed Metadata Service (MMS); and
    2. Search Service Application (SSA).
  6. For more information on how to design, create or manage web applications refer to Microsoft TechNet article.

Web Application for the Active Site(s)

An existing web application(s) can be used.

  1. Log into Central Administration as the SharePoint Setup Administrator account
  2. Go to Application Management
  3. Select Manage web applications
  4. Create a web application for the Active Site.
  5. For more information on how to design, create or manage web applications refer to Microsoft TechNet article.

Create Site Collection(s)

Site Collection for RecordPoint

  1. This step will be created as part of the RecordPoint installation and does not need to be created at this stage.

Site Collection(s) for the Active Site

An existing site collection can be used and configured to be managed by RecordPoint.

  1. Log into Central Administration as the SharePoint Setup Administrator account
  2. Go to Application Management
  3. Select Create site collections
  4. Create at least one site collection for the Active Site web application created above.
  5. For more information on how to create or manage site collections refer to Microsoft TechNet article.

Create a Search Service Application for RecordPoint

As RecordPoint relies heavily on search, a dedicated search service application within the same farm is required. 

  1. Log into Central Administration as the SharePoint Setup Administrator account
  2. Go to Application Management
  3. Go to Manage service applications
  4. To design, create and configure a search application for RecordPoint refer to Microsoft TechNet article.

Configure Group Permissions

The following accounts must be added to the following group prior to running the RecordPoint Deployment and Configuration. The groups required for update are:

  • Term Store Administrators; and
  • Search Service Application Administrator

Adding the Term Store Administrator

  1. Log into Central Administration as the SharePoint Setup Administrator account
  2. Go to Application Management
  3. Go to Manage service applications
  4. Select Managed Metadata Service
  5. Add the SharePoint farm service account to the Term Store Administrators
  6. Click Save

Adding the Search Service Application Administrator

  1. Log into Central Administration as the SharePoint Setup Administrator account
  2. Go to Application Management
  3. Go to Manage service applications
  4. Select to the right of the Search Service Application so that it is highlighted
  5. In the ribbon select Administrators
  6. Add the RecordPoint Application Pool account
  7. Click Add
  8. Select Full Control
  9. Click Save