Dinusha Kumarasiri
SharePoint 2010 Best Practices
Agenda
• Solution lifecycle• SharePoint implementations• SharePoint customizations
Solution Lifecycle
• Applicable for– SharePoint implementations– Customizations
• Capacity Management Model
Model Design Pilot, Test & Optimize Deploy Monitor &
Maintain
Plan Build Operate
Implementations
SharePoint Implementations• Plan– What & Why
Sites
Communities
ContentSearch
Insights
Composites
Sponsor BA
SharePointConsultant
InformationArchitect
SharePoint Implementations• Plan– Capacity planning• Plan the farm (e.g.: concurrent users, RPS, etc..)• Site collections• Document management• Service applications• Business continuity
Capacity PlanningDocument
SharePoint Implementations• Plan– Analyze the impact• Hardware changes• Software changes• Process changes
Gaps Identified
Risk List Project Plan
QualityPlan
Initial Architecture
SharePoint Implementations• Plan– Governance
Governance
Site creation
Permission Management
Allowed Customization
Application development
Manage Information Architecture
Local Support
Training
SharePoint Implementations
• Build– Implement a POC• Identify limitations
– Network, hardware, organizational policies
• Refine user requirements
SharePoint Implementations
• Build– Use adequate hardware• Use gigabit network adapters• WFE & Application servers use dual network adapters• Pay attention to what each role require
– WFE – RAM– SQL – RAM / Storage– Index – CPU– Excel Services – CPU
SharePoint Implementations
• Build– Use farm installation instead standalone installation
– Use proper user accounts e.g.:• SharePoint admin (<domain>/sp_admin)• Farm admin (<domain>/sp_farm)• Service application (<domain>/sp_serviceapp)
SharePoint Implementations
• Operate– User management• Recommended to use AD groups• Break permission inheritance with caution• Do we provide administrator access to business user?
SharePoint Implementations• Operate– Regular monitoring• Health analyzer rules• SharePoint diagnostic studio• Microsoft performance counters• Microsoft System Center Operations Manager
SharePoint Implementations
• Operate– Regular maintenance• Periodic backup of farm/ site collections• Test backups regularly in a test environment• Check storage• Database maintenance plan
– Check integrity– Defrag and rebuild indices– Shrink content databases
SharePoint Implementations
• Operate– Patch management
Check risk assessment
(Severity rating)
Plan test deployment
with test cases
Protect production environment with
recommended workarounds
issues?Deploy in
production environment
Deploy in Test environment
Verify & Document the change
Check MS KB and/or get
MS support Recommended
changes
Notes• The process should begin as soon as Microsoft release patch/service pack/vulnerability • Input should be taken from MS Security Bulletin & Get vulnerabilities from Security team(s)• Microsoft release cumulative update for each 2 months and hotfix whenever MS encounter vulnerability/issue
No
Yes
End
Customizations
SharePoint Customizations
• Plan– Categorize types of customization
– Provide standards for each type• e.g.: Who can use SharePoint designer? Who approves custom solutions?
Standard Standard Custom Custom
SharePoint Customizations
• Plan– Formulate a development process
Local dev
TFS Staging environment
Production environment
QA
SharePoint Customizations
• Plan– Plan custom solutions• Execution
SharePoint Customizations
• Build– Get help from• Microsoft Visual Studio 2010 SharePoint Power tools• SharePoint guidance library
– Application settings manager– SharePoint service locator– SharePoint logger
SharePoint Customizations
• Build– Sample project structure
Business Logic Layer
Presentation Layer
Data Access Layer
Data SourceWeb Service
Full Trust Proxy
SharePoint Customizations
• Build– Good practices
• Dispose SPSite and SPWeb objects after using
• Query lists instead of looping
• SPSiteDataQuery to aggregate data instead of looping• Close connections to external system after use
Thank You !
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