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Configure TFS-SharePoint integration

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Note

TFS 2018 and later versions no longer support native integration with SharePoint products. If you're planning to upgrade to TFS 2018, read About SharePoint integration to learn about the options available to you.

By adding one or more servers running SharePoint Products to your Team Foundation Server (TFS) deployment, you can add Web publishing and project collaboration features to Team Foundation. These features can improve communication and increase sharing ideas among users who are assigned tasks in team projects.

Note

By upgrading to TFS 2018 or later versions, you may find that the built-in dashboards and wiki will provide many of the features that SharePoint provides.

The project portal for your team project provides a central location for storing documents, posting announcements, listing build information, and reporting on your team project status. To utilize the integration between Visual Studio Team Foundation Server and SharePoint Products, you must add users to one or more groups and roles in SharePoint Products, depending on the functionality required to do their jobs.

In addition, you can customize SharePoint Web applications in a number of ways to better meet the needs of your organization, including organizing Web sites in a predictable hierarchy or sharing process guidance across your organization.

Prerequisites

  • Verify that the operating system and hardware or the existing SharePoint Products installation meet the requirements for Team Foundation Server Extensions for SharePoint Products. For details, see Requirements and compatibility, SharePoint
  • Make sure you are a member of the following administrative security groups:
    • Windows Administrators group on the computer where you install SharePoint Products and where you host its databases.
    • Farm Administrators group for the farm to which you are configuring a Web application and changing settings for SharePoint Products
    • Administrators group on the server or servers that are running the administration console for Team Foundation Server.

Install and configure SharePoint

  1. Install all Windows updates before installing SharePoint.

  2. For SharePoint 2013, install or verify your SharePoint environment. See Manually Install SharePoint products.

    • Run the SharePoint preparation tool
    • Install and configure SharePoint
    • Run the SharePoint Configuration wizard
    • Configure Excel Services (SharePoint Server & SharePoint Server Enterprise Edition)
    • Configure Secure Store Service (SharePoint Server & SharePoint Server Enterprise Edition).

  3. For SharePoint 2010, see Install and Configure SharePoint Integration on a Stand-alone Server.

  4. For integration with an existing SharePoint server, verify that your SharePoint Products installation meets the following guidelines. For details, see Verify SharePoint products for Team Foundation Server.

    • The administration site and default website are running, and other computers on the network can access them
    • SharePoint uses NTLM, the recommended authentication (Basic authentication is not supported by Team Foundation Server extensions for SharePoint Products)
    • If you are using a supported Enterprise edition of SharePoint Server, you must configure settings for dashboard compatibility.

  5. For multiple SharePoint servers, add the service account for TFS to the Farm Administrators group on the SharePoint administration site. See Set up remote SharePoint Products for Team Foundation Server.

  6. Configure your SharePoint server to integrate with TFS.

    From the TFS Administration Console on your SharePoint Server, configure your TFS server to grant access to the SharePoint server by installing Team Foundation Server Extensions for SharePoint Products. For details, see Install Team Foundation Server.

    If you have multiple servers in a web farm, you must install and configure the extensions on every application-tier and web-tier server in the farm. This includes all servers hosting web applications and the Central Administration web site. After you install the extensions, you must perform the configuration procedure on each server.

    Also, the Team Foundation Server Extensions for SharePoint must be at the same version level as your TFS version.

  7. If you're using a supported Enterprise edition of SharePoint Server, configure the enterprise application definition for TFS.

    For the Enterprise Editions of SharePoint Server 2010: From the TFS Management Console on SharePoint, configure your SharePoint server to grant access to your TFS Server.

  8. If you plan to take advantage of Excel Charts on your SharePoint sites:

Add users and administrators to a SharePoint site

SharePoint resources