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The goal of this lecture is to demonstrate you what SharePoint is and what are the best practices for installing, configuring and managing a SharePoint farm. During this session we will be demonstrating some of the most interesting best practices in a live demo to help you get started with it. Topics: SharePoint editions and licensing – Preparing for a successful SharePoint project – System requirements – Planning SharePoint topology – Planning additional features – Installing and configuring – Best practices for deploying testing system in virtual environment – Governance - Backup and maintenance
Citation preview
Introduction to Microsoft Office SharePoint 2007Planning, installation, configuration and
maintenance
Toni FrankolaMicrosoft Team LeadPerpetuum Mobile [email protected] www.sharepointusecases.comwww.twitter.com/tonifrankola
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1.Contents
2.SharePoint?
3.Editions
4.SharePoint
Projects
5.Installation
6.Mistakes
7.Topology
8.Backup /
Restore / Tools
9.Demos
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SHAREPOINT?
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SharePoint Evolution
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Versions
Attributes
Views
Workflows
Security
SharePoint IntroductionSharePoint
CMSWeb
Documents CollaborationSearch
BIForms
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EDITIONS, UPDATES, TOOLS
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SharePoint Editions
SharePoint Server 2007 Enterprise
• Business Data Catalog
• BI and Excel Services
• InfoPath Web Forms
• Performance Point
• Server: $4424 + CAL: $94 + ECAL: $75
SharePoint Server 2007
• Enterprise Search
• Web Content Management
• Records Management
• Portal Management
• Personalization (My Site)
• Server: $4424 + CAL: $94
Windows SharePoint Services 3.0
• Team collaboration sites
• Document Management
• Contacts, Tasks, Calendars
• Blogs, Wikis
• Basic Project Management
• Basic Search
• Free
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Typical mistakes - Editions
Salesman: “You are a huge company, you need MOSS Enterprise!” !?
The right edition = features you needMany great features are built-in in WSS
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SharePoint 14
To be released in early 2010. (not confirmed)64-bit architecture
Plan your hardware/software today!Ribbon look-a-like interfaceImprovements to the database structureBI, FAST searchSilverlight, JQuery
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v2007 Release history
RTM in 12/2006.Service pack 1 released in 12/2007.Infrastructure update released in 7/2008.
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Updates
Not automated via Windows UpdateBest practices:
Fresh installs: Start with SP1 Current: Update to SP1 + Infrastructure update
Potential problems:Different SPs > Data transfer not possible (backups
etc.)
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Updates cont.
Plan carefully:
Soon to be released:Office 2007 familiy - Service Pack 2 (April 2009)
.NET 3.5 SP1
WSS SP1
MOSS SP1
Language Packs SP1
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SharePoint Designer 2007
A must have tool for every deploymentFREE as of April 1st, 2009.Connects via Web services
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SharePoint 2007 and Office 2003Application / Feature Office 2003 Office 2007WordAutomatically updating properties NO YESWrite a blog post NO YESOutlookSynchronize items NO*
(one way only) YES
Synchronize document libraries NO YESExcelPublishing Excel files as web pages NO YES
PowerpointWorking with Slide Library NO YES
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PREPARING FOR SHAREPOINT PROJECT
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Project approach typical mistakes
SharePoint as “One ring to rule them all”Similar: No end user buy-in
Strictly (IT) controlled SharePointSharePoint as Garbage collectorInappropriate infrastructureNo governance plan
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You must have a plan / need
Step by step aproachTypical problems you are facing:
Inability to track documentationPaper based HR processesHelp Desk request are not centralizedContracts in Legal departmentPaper based routing and approvalInability to find documentsCentralized phone directory
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Project team / project approach
Implementation side Consultant Account Manager Project Manager Developers QA Lead (QA engineers) Designer Trainer System engineer
Customer side Stakeholder Business user Project Manager Power user Trainer System engineer End user
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Planning Assemble Project Teams, Define Roles Establish Test Lab Environment Define Education/Training Strategy Review Client Software and Hardware Create Governance Plan with Mission, Vision, and Strategy Plan Server Configuration Plan Security Determine need for WSS, MOSS 2007 Standard or Enterprise Plan Portal Plan Workflows Plan Maintenance Plan Content and Navigation Structure E-Book: Planning and architecture for Office SharePoint Server 2007
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Governance
Almost always overlooked Governance plan = Operations manual for
SharePoint environmentBalance user access with IT restrictions and
enterprise compliance policiesNot an easy taskCosts more if not implemented correctly
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READY FOR INSTALATION?
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What do you need to know as good SharePoint admin?
WindowsNetworking / virtualizationADBasic services (like SMTP, DNS) IISSQL
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What do you need to know as good SharePoint admin? – Cont.
HTMLCSSSharePoint Power user skillsSome programming skills (would be cool)Office client tools
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SW / HW Reqs.
Software:Windows 2003 / 2008SQL 2005 / 2008AD RecommendedExchange is NOT requiredNice to have: Office Communicator Server 2007
Minimal configuration:Web server and application: Dual-processor, 2.5 GHz,
2+ GB RAMDatabase: Dual-processor 2.0 GHz, 2+ GB RAM
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Minimal Configuration
Plan storageUse sizing tools (HP)Beware of SMB servers
(too many services, too few servers)
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SharePoint Farms - Typicall
All in one
SharePoint Web + Services
SQL
Web Front Ends + Query
Index (App Tier)
SQL SQL
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INSTALATION MISTAKES
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Typical installation mistakes
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Typical installation mistakes – Cont.
Installing under personal admin accountCreate a new account
Server adminSQL admin (dbcreator, securityadmin)
Never, ever install SharePoint under Network service account (or similar)
You need service accounts (usually 2-10)Plan for administrative and service accounts (Offic
e SharePoint Server)
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Typical SQL mistakes
SQL logs growing out of controlSharePoint content databases growing out of
controlKeep them under 100GBAdd multiple nested site collections
Running on top of SQL Embedded editionUse human-readable names for databases
(avoid GUIDs)
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Typical mistakes – Cont.
Your system drive runs out of space:Log files configuration (drive, size)Index size
Use dedicated drives for log files, index…
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SHAREPOINT TOPOLOGY
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Web application, site collection, site!?!
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Sample site collection
Site collection topology Intranet site
CRM sites Record Archive
Database topologyMOSS_Content_Intranet
MOSS_Content_CRMMOSS_Content_Records
End user is not aware of site collection (and databases) topology http://intranet
http://intranet/sites/crm http://intranet/sites/records
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Application pools
Defaults OK only for small environmentsConsolidate app pools for similar content appsRecycle during nightWarm upLimit memory usage when necessary
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BACKUP, RESTORE, TOOLS AND RESOURCES
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Backup and restore candidates
Item Conf. Database and central
administration Web application Content databases 12 hive customizations Alt. Access mappings IIS for WFE Shared Services Provider
Recommended tools/approach Native tools
Native tools / SharePoint Native tools / SP or SQL File backup Documentation IIS backup / Documentation Native tools
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Item / list level backup
Not supported OOTB
Alternatives:Two stage recycle bin for content
End userSite collection administrator
3rd party tools
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Error / Usage / Search reporting
Not configured OOTBConfigure them uppon installPlan storage for logs
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STSADM and PowerShell
STSADM stsadm.exe -o
DeActivateFormTemplate -url http://demosite
PowerShell$siteurl = "http://site" $mysite=new-object
Microsoft.SharePoint.SPSite($siteurl)
$mysite.AllWebs | ft Url, ID, Name, AllUsers
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Hidden costs
Backup/Recovery toolsArchivingAnti-virusSystems ManagementUsage AnalysisSecurity ReportingWorkflows
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Workflows / Reporting
Nintex Workflow 2007 Nintex Reporting 2008
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SharePoint Exams
For IT Pros:70-631-Windows SharePoint Services 3.0 -
Configuring70-630-Office SharePoint Server 2007 -Configuring
For Developers:70-541-Microsoft Windows SharePoint Services
3.0 -Application Development70-542-Microsoft Office SharePoint Server 2007 -
Application Development
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Resources
Run IT on a Virtual Hard Disk SharePoint Reviews SharePoint Joel End User SharePoint SharePoint Use Cases SharePoint Pod Show Twitter / #SharePoint Codeplex SharePoint Resource Center
@Techet
Andrew Connell [MVP MOSS] Arpan Shah’s Blog SharePoint Nick / Lightning
Tools (BDC Meta Man) Get The Point Sharepoint Tips And Tricks Stefan Goßner Eric Shupps Ian’s SharePoint Blog Michael Gannotti
on SharePoint + To the SharePoint
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DEMOS
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INSTALLATION
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LIVE DEMOS
