20
M S SHAREPOINT PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION / / / JUNE 2011 STRATEGY SharePoint-BI Integration: BI Data for Everyone Combining SharePoint 2010 and SQL Server technologies can open up business intelligence data to more users—and integrating them has gotten a lot easier. BY DON JONES IMPLEMENTATION Best Practices for Effective SharePoint 2010 User Training Get expert advice on what to do, and what not to do, in training end users on how to get the most out of SharePoint 2010. BY JONATHAN GOURLAY MANAGEMENT The Benefits and Challenges of SharePoint Virtualization SharePoint environments are ripe for server virtualization, but support and configuration issues can trip up the unwary. BY BRIEN M. POSEY I

SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

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AS ORGANIZATIONS continue to investigate the potential business value of SharePoint 2010 and deploy the updated collaboration software platform, SearchContentManagement.com will offer an ongoing look at SharePoint strategy, implementation and management issues. In this edition of our quarterly SharePoint e-zine, you’ll find analysis and expert advice on combining SharePoint with business intelligence (BI) systems, designing SharePoint 2010 end-user training programs and virtualizing SharePoint systems.

Citation preview

Page 1: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

M

S

SHAREPOINTPRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION JUNE 2011

STRATEGY

SharePoint-BI IntegrationBI Data for EveryoneCombining SharePoint 2010 and SQL Server technologiescan open up business intelligence data to more usersmdashandintegrating them has gotten a lot easier BY DON JONES

IMPLEMENTATION

Best Practices for EffectiveSharePoint 2010 User TrainingGet expert advice on what to do and what not to do in trainingend users on how to get the most out of SharePoint 2010BY JONATHAN GOURLAY

MANAGEMENT

The Benefits and Challengesof SharePoint VirtualizationSharePoint environments are ripe for server virtualization but supportand configuration issues can trip up the unwary BY BRIEN M POSEY

I

AS ORGANIZATIONS continue to investigate the potential business value ofSharePoint 2010 and deploy the updated collaboration software platformSearchContentManagementcom will offer an ongoing look at SharePointstrategy implementation and management issues In this edition of ourquarterly SharePoint e-zine yoursquoll find analysis and expert advice on combiningSharePoint with business intelligence (BI) systems designing SharePoint 2010end-user training programs and virtualizing SharePoint systemsIn the first article Don Jones writes about integrating SharePoint 2010 and

SQL Server technologies to support BI activities That puts BI data front andcenter in an organization Jones saysmdashand he adds that the integration processis becoming easier thanks to new features in SharePoint and SQL Server plusthe addition of the PowerPivot add-in for ExcelAs part of research Irsquom doing on making effective use of SharePoint 2010 I

asked three consultants about the best ways to train users on the now-year-oldplatform the second article here catalogs their best-practices adviceAnd in our third and final article Brien M Posey details why SharePoint

server farms are prime candidates for server virtualization and discusses whatorganizations should consider before virtualizing their SharePoint installations

If therersquos a specific SharePoint topic yoursquod like to learn aboutlet us knowmdashsend me an email

JONATHAN GOURLAY

Site and News Editor SearchContentManagementcom

2 SharePoint June 2011

raquo EDITORrsquoS NOTE++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Expanding the Effectivenessof SharePoint 2010BY JONATHAN GOURLAY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

4 SharePoint June 2011

ONE OF THE big selling points of todayrsquosbusiness intelligence (BI) tools is thatthey enable mere end usersmdashasopposed to super-smart IT analystsmdashto access reams of business data andmake more informed decisions Put-ting the right information into thehands of business decision makerscan influence and improve every-thing from purchasing decisions(ldquoShould we be stocking more blackbackpacks or blue onesrdquo) to corpo-rate strategizing (ldquoShould we opena new chain of stores in Chinardquo)Typically information is delivered

to those decision makers via cus-tomized BI dashboards scorecardsand reports most often presentedthrough a dedicated BI application orWeb portal That likely will continueto be the case for some time to comebut wersquore starting to get other optionsSpecifically for a BI system based on

SQL Server you can integrate a greatdeal of information right into Share-Point 2010 putting BI data front andcenter in your organizationSharePoint in fact has been a

potential target for BI for a long timeAfter all as more organizations putmore and more data into SharePointmore business users are spendingmore time working in the collabora-tion software So why not put BI datawhere usersrsquo eyes are already point-ed In the past SharePoint-BI integra-tion required third-party tools and inmany cases custom developmentThat still might be necessary depend-ing on the circumstances but theintegration process has become easi-er thanks to new BI-focused featuresreleased by Microsoft in the latestversions of several productsFor example SQL Server Report-

ing Services can now deliver reports

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquoSTRATEGY++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

SharePoint-BI IntegrationBI Data for EveryoneCombining SharePoint 2010 and SQL Server technologiescan open up business intelligence data to more usersmdashandintegrating them has gotten a lot easier BY DON JONES

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

directly to SharePoint 2010 Betteryet report definitions can be storedin SharePoint along with report partsThe definitions which detail differentreport designs can then be shared withother people in an organization en-abling them to use existing reports asa starting point in creating new onesReport parts are componentsmdash

charts graphs tables and so onmdashthatare meant to be used in reports with-in SharePoint less-technical users

can assemble reports simply by spec-ifying some columns and plugging ina few pre-designed parts Meanwhileusers who are more technically skilledcan design and share their own reportparts helping the entire organiza-tion to collaborate more effectivelyReport designs can also be version-controlled in SharePoint providing ahistory of previous versions for track-ing purposes and for use in restoringa particular design if someone makes

5 SharePoint June 2011

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Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

OutWith the Old inWith the NewBUSINESS INTELLIGENCE is one of the software industryrsquos fastest-growing andmore dynamic product categories BI vendors are continuously introducingsignificant new features and capabilitiesmdashand that means you might have toadopt a somewhat more-aggressive-than-usual approach to softwareupgrades in order to take full advantage of your BI toolsFor example while SQL Server 2008 and SharePoint 2007 support some

useful BI features accessing the best and broadest functionality requires thelatest that Microsoft has to offer SharePoint 2010 SQL Server 2008 R2Excel 2010 and the PowerPivot for SharePoint add-inThe Excel piece of that is often the most politically difficult in organiza-

tions because deploying a new version of Office can be a big undertakingKeep in mind that Office 2010 is file-compatible with older versions such asOffice 2003 and 2007 so itrsquos feasible to simply upgrade the users who willmake the most use of BI tools like PowerPivotItrsquos also not uncommon to dedicate one or more SQL Server systems to BI

uses and itrsquos possible to set up a standalone SharePoint farm to integrate withthose SQL Server machines You donrsquot have to upgrade every SQL Server orSharePoint server to the latest software releases but running the latest ver-sions on key systems will help maximize your organizationrsquos BI capabilities

unwanted modifications to it Withthe right architecture in place reportscan even be distributed to businesspartners and other external users viaextranets or the InternetSQL Server 2008 R2rsquos Master Data

Services (MDS) tool also integrateswith SharePoint MDS is master datamanagement software designed tocreate a ldquosingle version of the truthrdquofor an organizationrsquos most importantdata helping to ensure that all busi-ness users are looking at consistentinformation including within BI sys-tems Changes to MDS-controlledmaster data are handled via a work-flow process and SQL Server sup-ports sending data to SharePoint2010 and using a SharePoint work-flow to manage approvals and datavalidation MDS data can also be pub-lished to SharePoint usually in read-only modemdashmaking it accessiblethrough a unified console to every-one who can benefit from it withoutallowing everyone to change the data

POWERPIVOT PUTSEXCLAMATION POINT ONSHAREPOINT BI COMBINATIONProbably the most exciting BI-relatedfeature new to SharePoint is Micro-softrsquos PowerPivot extension for Excel2010 Building on the PivotTable tech-nology included with the last severalversions of Excel PowerPivot uses acombination of server- and client-side

processing to perform in-memoryanalytics on complex data sets Thosedata sets can contain tens of thou-sands or even millions of rowsenabling your organizationrsquos Exceljockeys to create complex data analy-ses without having to wait for IT toload information into a data ware-house or spin up a new data martBest of all completed PowerPivottablesmdashalong with graphs and otherdata visualizationsmdashcan be exportedto SharePoint 2010 and shared withother users (see Figure 1 page 7)PowerPivot for SharePoint isnrsquot for

faint-hearted organizations It worksbest in conjunction with SQL Serversystems sporting multiple proces-sor cores and gigabytes of memorykey prerequisites for the kind ofin-memory analytics enabled by thesoftwareBut with the right hardware com-

bining SharePoint and PowerPivottruly democratizes BI Business ana-lysts and decision makers with strongExcel skills can simply draw data fromExcel and other data sources crunchthe numbers in real time and makethe resulting PowerPivot workbookfiles available in SharePoint for collab-oration purposes The IT departmentdoesnrsquot completely step out of thepicture though IT staffers can usethe softwarersquos management dash-board to track user-created analyticalspreadsheets apply version controlsthrough SharePoint and monitor

6 SharePoint June 2011

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Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

resource utilization on the serversThe whole point of BI has always

been to pull multiple data sourcestogether into a single view helpingbusiness executives and other usersmake better decisions by giving themclear concise data With the combi-nation of SharePoint 2010 and SQLServer 2008 R2mdashnot to mention ahealthy dose of Excel via Power-

Pivotmdashyou can more easily surface BIcapabilities to more users while stillkeeping the underlying data safe andsecure Putting BI data in more handsideally means even better businessdecisions and thatrsquos something worthworking toward

Don Jones is a senior partner and principal technol-ogist at strategic IT consulting firm ConcentratedTechnology LLC

7 SharePoint June 2011

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Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

Figure 1

Tables charts and other analytical elements created in PowerPivotcan be sent to SharePoint for collaboration purposes

PREDICT middot PROTECT middot PERFORMW W W N E V E R F A I LG R O U PCO M

Continuous Availability for SharePoint 2010

Protect individual SharePoint installations or complete SharePoint farms against unplanned outages and planned downtime

Provide a consistent approach that goes across SQL databases file system content and Exchange

Provide one SLA to protect the entire collaboration workflow and content management platform

512-327-5777 infousneverfailgroupcom

IN MANY COMPANIES employees areoften left to their own devices to learna new software platform when itsfirst implemented If therersquos any train-ing at all itrsquos usually hurried andincompleteAnd when it comes to steadily

evolving platforms with lots of collab-orative functionality and multipleways of managing information andprojects like SharePoint 2010 thatrsquosexactly the wrong way to go abouteducating users and getting them tomake the best use of the platformaccording to consultantsItrsquos also a mistake to be heavy

handed in training said Richard Har-bridge senior SharePoint evangelistat Allin Corp a Pittsburgh-basedconsulting and IT services firm Sim-ply imposing a new tool or a new setof rules and expectations when rollingout an enterprise-wide collaborationand content management strategy

can backfire especially when itrsquosdone in a traditional classroom set-ting he warnedInstead Harbridge said yoursquoll get

much better buy-in by demonstrating

how the software will make userslives easier and their businessprocesses more efficient He addedthat the key in passing on an under-standing of SharePointrsquos capabilitiesis relating real stories about how thecollaboration platform solves pain

9 SharePoint June 2011

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S

SharePoint-BIIntegrationBI Data forEveryone

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Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Best Practices for EffectiveSharePoint 2010 User TrainingGet expert advice on what to do and what not to do in training end userson how to get the most out of SharePoint 2010 BY JONATHAN GOURLAY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

ldquoIf the goal is to getme to use SharePointthen we need to focuson educating givingexamplesrdquomdashRICHARD HARBRIDGESenior SharePoint evangelist Allin Corp

points and adds value to everydaybusiness processesHarbridge likes to introduce Share-

Point by explaining its collaborationand data management capabilitiesIts also a good idea he said todemonstrate the transaction-basedscenarios of project management andportfolio management and how thedeliverables from those activitieswould be organized governed andimproved through the use of Share-Point This type of training can behighly structured and tightly tied tonew or existing policies or proceduresHe did note though that when

venturing into the social side ofSharePoint 2010 (wikis discussionboards blogging etc) enterprisesshould not dictate policies or proce-dures but offer guidelines In his opin-ion itrsquos important to approach bothtraining and the management of thatkind of unstructured information in adifferent way than you would with itstransactional counterpart All of thissaid Harbridge helps create empow-erment for users

A SHAREPOINT INITIATIVEWITH AN IT TWISTEmpowering employees is easierwith SharePoint 2010 in one respectbecause ldquoSharePoint is more userfriendly than many of the moreheavy-duty and sophisticated pro-gramsrdquo said Jennifer Baker a consult-

ant who specializes in records andinformation management and elec-tronic discoveryFocus on departments ripe for

making the best use of SharePoint

right away said Baker who workswith Chicago-based Cohasset Asso-ciates Inc The best way to achievebuy-in is to begin with ldquothe workforcethat will be involved in the rollout tohelp you train and help you deployrdquoshe said While it might seem obviousto pick the IT department IT hasoften been one of the last depart-ments to deploy anything for itselfldquoSo this is a twist on thatrdquo she said

explaining that instead of asking IT toimmediately train other groups on theplatform the department should beencouraged to fully deploy SharePointfor its own employees first Then onceIT realizes the value of full-on Share-Point adoption it will be better able tocommunicate that value to othersldquoIf you train [pilot users] hellip and they

10 SharePoint June 2011

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Editorrsquos Note

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SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

ldquoProvide some guidanceand when SharePointbecomes valuable[to business users]that will drive adoptionrdquomdashROB KOPLOWITZPrincipal analyst Forrester Research Inc

are able to basically set up sites thatare retention-enabledrdquo said Bakerldquothat will trickle down to the entireorganization Thatrsquos number onerdquoNext it becomes a matter of pick-

ing other cross-enterprise depart-ments she said indicating that thelegal and human resources depart-ments might be good options asearly adopters ldquofor a cascading kind

11 SharePoint June 2011

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S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

Getting Buy-in for SharePoint 2010The Deployment EffectldquoDEPLOYMENT IS KEYrdquo when it comes to training employees on the use of Share-Point 2010 according to Jennifer Baker a consultant with Chicago-basedCohasset Associates Baker said SharePoint training best practices are close-ly tied to the way the collaboration software is rolled out to the enterpriseHow thatrsquos done she noted will play a big role in determining whethertherersquos the across-the-board buy-in from business users that companiesshoot for Baker listed a handful of key points to consider when approachingSharePoint deployment

Keep in mind that SharePoint is an evolving software platform and thatpotential users need to understand its potential benefits Users should beasked what their pain points are and then shown how SharePoint 2010 canhelp solve them to improve productivity

Review task and information ownership within departments with an eyetoward management of the companyrsquos information assets ldquoItrsquos their infor-mationrdquo said Baker ldquoand employees need to understand their roles in bet-ter managing company informationrdquo

Review compliance with the companyrsquos retention schedules

Review compliance enforcement of the companyrsquos policies and processesfor putting a so-called legal hold on information that could be needed forlitigation purposes

Finally aim for consistency in managing information in all departmentsand ldquoget that consistency to go across the companyrdquo

of rolloutrdquoldquoThen you have to layer on to that

the rollout to the records manage-ment staffrdquo she suggested After thattraining might be extended to otherappropriate departments whererecords management retention andinformation governance issues arekey before designating experts tothen train other employees in morevertical departments

NOT JUST TRAININGmdashEDUCATION TOOldquoIf the goal is to get me to use Share-Point then we need to focus on edu-cating giving examplesrdquo said Har-bridge adding that its important forSharePoint educators to be able todemonstrate how the platform im-proves the business functions thatindividuals concentrate onldquoTherersquos a difference between edu-

cating someone and training some-onerdquo he said ldquoEducating is helpingsomeone understand somethingThen therersquos training and training isan optimization tool Itrsquos meant tooptimize a personrsquos ability so thatthey can accomplish things morequickly and efficientlyrdquoA combination approach is most

effective especially on a one-on-onebasis ldquoBut that of course has thehighest costrdquo Harbridge said Sowhile educating people in SharePointworks better in small groups it can

also work with larger groups if thegroup has common interests or com-mon pain points he saidRather than simply telling employ-

ees itrsquos a collaboration program askthem to begin doing proposals inSharePoint said Rob Koplowitz a vicepresident and principal analyst at For-rester Research Inc in CambridgeMass ldquoProvide some guidance andwhen SharePoint becomes valuablethat will drive adoptionrdquo he saidBut therersquos more to successful

SharePoint training than that Koplo-witz added ldquoNow that I know how touse the system it doesnrsquot necessarilymean I know when to use the systemor what the value proposition isrdquo hesaid ldquoTherersquos some really strong busi-ness value in identifying known sce-narios that are better served by usingsomething like SharePointrdquoA good approach said Koplowitz is

asking users to change the way theywork on projects By guiding themaway from the typical process theyrsquorecomfortable with to a new one theSharePoint platformrsquos business valuecan be established quickly ldquoYou layout the high level of functionality ithasrdquo he saidmdashand then the challengebecomes working interactively amongdepartments to establish adoptionacross the enterprise

Jonathan Gourlay is site and news editor for Search-ContentManagementcom He manages editorialcontent production for the site working with expertcontributors as well as writing news and features

12 SharePoint June 2011

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SharePoint-BIIntegrationBI Data forEveryone

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Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

13 SharePoint June 2011

SHAREPOINT 2010 farms usually consistof multiple SharePoint and SQL Serversystems all working together to pro-vide the necessary processing capa-bilities Because so many differentservers can be involved in a Share-Point farm the collaboration platformis a prime candidate for server virtu-alization SharePoint virtualizationcan dramatically cut hardware anddata center costs but there are someconsiderations that should be takeninto account prior to virtualizing aSharePoint installationThe first thing that you need to do

is determine whether Microsoft willsupport your intended virtualizationsoftware on the guest server configu-ration you have in mind Microsoftrsquosofficial support policy for SharePointServer 2010 embraces the companyrsquosown Hyper-V virtualization technolo-gy as yoursquod expect and then statesthat the collaboration software isnrsquotsupported in other environments

unless they are ldquoexplicitly referencedrdquoas part of its server virtualization vali-dation programThat means you can run SharePoint

2010 on Hyper-V without any support

problemsmdashbut if yoursquore thinkingabout using another virtualizationplatform you have to check to seeif itrsquos officially supported ThankfullyMicrosoft offers an online support-policy wizard that you can use to do so

Editorrsquos Note

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SharePoint-BIIntegrationBI Data forEveryone

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Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The Benefits and Challengesof SharePoint VirtualizationSharePoint environments are ripe for server virtualization but supportand configuration issues can trip up the unwary BY BRIEN M POSEY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The first thing that youneed to do is determinewhether Microsoft willsupport your intendedvirtualization softwareon the guest serverconfiguration you havein mind

Once yoursquove accessed the wizardchoose your SharePoint version fromthe PRODUCT drop-down list on thefirst screen The following screen asksyou to specify the server virtualiza-tion technology that you plan to usealong with your proposed choice ofguest operating system and system

architecture as shown in Figure 1Click NEXT to find out whether yourspecified configuration is supportedYoursquoll notice in Figure 2 (page 15) thatthe one I entered isnrsquot supportedthatrsquos because I selected the 32-bitx86 architecture and SharePoint 2010requires a 64-bit operating system

14 SharePoint June 2011

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SharePoint-BIIntegrationBI Data forEveryone

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Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

Figure 1

Enter information about your planned virtualization platformon this screen

Figure 1

Enter information about your planned virtualization platformon this screen in Microsofts support-policy wizard

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

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Editorrsquos Note

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SharePoint-BIIntegrationBI Data forEveryone

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Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

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Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

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Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

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bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

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See ad page 8

bull Neverfail for SharePoint Whitepaper

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Page 2: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

AS ORGANIZATIONS continue to investigate the potential business value ofSharePoint 2010 and deploy the updated collaboration software platformSearchContentManagementcom will offer an ongoing look at SharePointstrategy implementation and management issues In this edition of ourquarterly SharePoint e-zine yoursquoll find analysis and expert advice on combiningSharePoint with business intelligence (BI) systems designing SharePoint 2010end-user training programs and virtualizing SharePoint systemsIn the first article Don Jones writes about integrating SharePoint 2010 and

SQL Server technologies to support BI activities That puts BI data front andcenter in an organization Jones saysmdashand he adds that the integration processis becoming easier thanks to new features in SharePoint and SQL Server plusthe addition of the PowerPivot add-in for ExcelAs part of research Irsquom doing on making effective use of SharePoint 2010 I

asked three consultants about the best ways to train users on the now-year-oldplatform the second article here catalogs their best-practices adviceAnd in our third and final article Brien M Posey details why SharePoint

server farms are prime candidates for server virtualization and discusses whatorganizations should consider before virtualizing their SharePoint installations

If therersquos a specific SharePoint topic yoursquod like to learn aboutlet us knowmdashsend me an email

JONATHAN GOURLAY

Site and News Editor SearchContentManagementcom

2 SharePoint June 2011

raquo EDITORrsquoS NOTE++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Expanding the Effectivenessof SharePoint 2010BY JONATHAN GOURLAY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

4 SharePoint June 2011

ONE OF THE big selling points of todayrsquosbusiness intelligence (BI) tools is thatthey enable mere end usersmdashasopposed to super-smart IT analystsmdashto access reams of business data andmake more informed decisions Put-ting the right information into thehands of business decision makerscan influence and improve every-thing from purchasing decisions(ldquoShould we be stocking more blackbackpacks or blue onesrdquo) to corpo-rate strategizing (ldquoShould we opena new chain of stores in Chinardquo)Typically information is delivered

to those decision makers via cus-tomized BI dashboards scorecardsand reports most often presentedthrough a dedicated BI application orWeb portal That likely will continueto be the case for some time to comebut wersquore starting to get other optionsSpecifically for a BI system based on

SQL Server you can integrate a greatdeal of information right into Share-Point 2010 putting BI data front andcenter in your organizationSharePoint in fact has been a

potential target for BI for a long timeAfter all as more organizations putmore and more data into SharePointmore business users are spendingmore time working in the collabora-tion software So why not put BI datawhere usersrsquo eyes are already point-ed In the past SharePoint-BI integra-tion required third-party tools and inmany cases custom developmentThat still might be necessary depend-ing on the circumstances but theintegration process has become easi-er thanks to new BI-focused featuresreleased by Microsoft in the latestversions of several productsFor example SQL Server Report-

ing Services can now deliver reports

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquoSTRATEGY++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

SharePoint-BI IntegrationBI Data for EveryoneCombining SharePoint 2010 and SQL Server technologiescan open up business intelligence data to more usersmdashandintegrating them has gotten a lot easier BY DON JONES

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

directly to SharePoint 2010 Betteryet report definitions can be storedin SharePoint along with report partsThe definitions which detail differentreport designs can then be shared withother people in an organization en-abling them to use existing reports asa starting point in creating new onesReport parts are componentsmdash

charts graphs tables and so onmdashthatare meant to be used in reports with-in SharePoint less-technical users

can assemble reports simply by spec-ifying some columns and plugging ina few pre-designed parts Meanwhileusers who are more technically skilledcan design and share their own reportparts helping the entire organiza-tion to collaborate more effectivelyReport designs can also be version-controlled in SharePoint providing ahistory of previous versions for track-ing purposes and for use in restoringa particular design if someone makes

5 SharePoint June 2011

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Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

OutWith the Old inWith the NewBUSINESS INTELLIGENCE is one of the software industryrsquos fastest-growing andmore dynamic product categories BI vendors are continuously introducingsignificant new features and capabilitiesmdashand that means you might have toadopt a somewhat more-aggressive-than-usual approach to softwareupgrades in order to take full advantage of your BI toolsFor example while SQL Server 2008 and SharePoint 2007 support some

useful BI features accessing the best and broadest functionality requires thelatest that Microsoft has to offer SharePoint 2010 SQL Server 2008 R2Excel 2010 and the PowerPivot for SharePoint add-inThe Excel piece of that is often the most politically difficult in organiza-

tions because deploying a new version of Office can be a big undertakingKeep in mind that Office 2010 is file-compatible with older versions such asOffice 2003 and 2007 so itrsquos feasible to simply upgrade the users who willmake the most use of BI tools like PowerPivotItrsquos also not uncommon to dedicate one or more SQL Server systems to BI

uses and itrsquos possible to set up a standalone SharePoint farm to integrate withthose SQL Server machines You donrsquot have to upgrade every SQL Server orSharePoint server to the latest software releases but running the latest ver-sions on key systems will help maximize your organizationrsquos BI capabilities

unwanted modifications to it Withthe right architecture in place reportscan even be distributed to businesspartners and other external users viaextranets or the InternetSQL Server 2008 R2rsquos Master Data

Services (MDS) tool also integrateswith SharePoint MDS is master datamanagement software designed tocreate a ldquosingle version of the truthrdquofor an organizationrsquos most importantdata helping to ensure that all busi-ness users are looking at consistentinformation including within BI sys-tems Changes to MDS-controlledmaster data are handled via a work-flow process and SQL Server sup-ports sending data to SharePoint2010 and using a SharePoint work-flow to manage approvals and datavalidation MDS data can also be pub-lished to SharePoint usually in read-only modemdashmaking it accessiblethrough a unified console to every-one who can benefit from it withoutallowing everyone to change the data

POWERPIVOT PUTSEXCLAMATION POINT ONSHAREPOINT BI COMBINATIONProbably the most exciting BI-relatedfeature new to SharePoint is Micro-softrsquos PowerPivot extension for Excel2010 Building on the PivotTable tech-nology included with the last severalversions of Excel PowerPivot uses acombination of server- and client-side

processing to perform in-memoryanalytics on complex data sets Thosedata sets can contain tens of thou-sands or even millions of rowsenabling your organizationrsquos Exceljockeys to create complex data analy-ses without having to wait for IT toload information into a data ware-house or spin up a new data martBest of all completed PowerPivottablesmdashalong with graphs and otherdata visualizationsmdashcan be exportedto SharePoint 2010 and shared withother users (see Figure 1 page 7)PowerPivot for SharePoint isnrsquot for

faint-hearted organizations It worksbest in conjunction with SQL Serversystems sporting multiple proces-sor cores and gigabytes of memorykey prerequisites for the kind ofin-memory analytics enabled by thesoftwareBut with the right hardware com-

bining SharePoint and PowerPivottruly democratizes BI Business ana-lysts and decision makers with strongExcel skills can simply draw data fromExcel and other data sources crunchthe numbers in real time and makethe resulting PowerPivot workbookfiles available in SharePoint for collab-oration purposes The IT departmentdoesnrsquot completely step out of thepicture though IT staffers can usethe softwarersquos management dash-board to track user-created analyticalspreadsheets apply version controlsthrough SharePoint and monitor

6 SharePoint June 2011

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Editorrsquos Note

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SharePoint-BIIntegrationBI Data forEveryone

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SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

resource utilization on the serversThe whole point of BI has always

been to pull multiple data sourcestogether into a single view helpingbusiness executives and other usersmake better decisions by giving themclear concise data With the combi-nation of SharePoint 2010 and SQLServer 2008 R2mdashnot to mention ahealthy dose of Excel via Power-

Pivotmdashyou can more easily surface BIcapabilities to more users while stillkeeping the underlying data safe andsecure Putting BI data in more handsideally means even better businessdecisions and thatrsquos something worthworking toward

Don Jones is a senior partner and principal technol-ogist at strategic IT consulting firm ConcentratedTechnology LLC

7 SharePoint June 2011

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Editorrsquos Note

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SharePoint-BIIntegrationBI Data forEveryone

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Best Practicesfor Effective

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The Benefitsand Challengesof SharePointVirtualization

Figure 1

Tables charts and other analytical elements created in PowerPivotcan be sent to SharePoint for collaboration purposes

PREDICT middot PROTECT middot PERFORMW W W N E V E R F A I LG R O U PCO M

Continuous Availability for SharePoint 2010

Protect individual SharePoint installations or complete SharePoint farms against unplanned outages and planned downtime

Provide a consistent approach that goes across SQL databases file system content and Exchange

Provide one SLA to protect the entire collaboration workflow and content management platform

512-327-5777 infousneverfailgroupcom

IN MANY COMPANIES employees areoften left to their own devices to learna new software platform when itsfirst implemented If therersquos any train-ing at all itrsquos usually hurried andincompleteAnd when it comes to steadily

evolving platforms with lots of collab-orative functionality and multipleways of managing information andprojects like SharePoint 2010 thatrsquosexactly the wrong way to go abouteducating users and getting them tomake the best use of the platformaccording to consultantsItrsquos also a mistake to be heavy

handed in training said Richard Har-bridge senior SharePoint evangelistat Allin Corp a Pittsburgh-basedconsulting and IT services firm Sim-ply imposing a new tool or a new setof rules and expectations when rollingout an enterprise-wide collaborationand content management strategy

can backfire especially when itrsquosdone in a traditional classroom set-ting he warnedInstead Harbridge said yoursquoll get

much better buy-in by demonstrating

how the software will make userslives easier and their businessprocesses more efficient He addedthat the key in passing on an under-standing of SharePointrsquos capabilitiesis relating real stories about how thecollaboration platform solves pain

9 SharePoint June 2011

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SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Best Practices for EffectiveSharePoint 2010 User TrainingGet expert advice on what to do and what not to do in training end userson how to get the most out of SharePoint 2010 BY JONATHAN GOURLAY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

ldquoIf the goal is to getme to use SharePointthen we need to focuson educating givingexamplesrdquomdashRICHARD HARBRIDGESenior SharePoint evangelist Allin Corp

points and adds value to everydaybusiness processesHarbridge likes to introduce Share-

Point by explaining its collaborationand data management capabilitiesIts also a good idea he said todemonstrate the transaction-basedscenarios of project management andportfolio management and how thedeliverables from those activitieswould be organized governed andimproved through the use of Share-Point This type of training can behighly structured and tightly tied tonew or existing policies or proceduresHe did note though that when

venturing into the social side ofSharePoint 2010 (wikis discussionboards blogging etc) enterprisesshould not dictate policies or proce-dures but offer guidelines In his opin-ion itrsquos important to approach bothtraining and the management of thatkind of unstructured information in adifferent way than you would with itstransactional counterpart All of thissaid Harbridge helps create empow-erment for users

A SHAREPOINT INITIATIVEWITH AN IT TWISTEmpowering employees is easierwith SharePoint 2010 in one respectbecause ldquoSharePoint is more userfriendly than many of the moreheavy-duty and sophisticated pro-gramsrdquo said Jennifer Baker a consult-

ant who specializes in records andinformation management and elec-tronic discoveryFocus on departments ripe for

making the best use of SharePoint

right away said Baker who workswith Chicago-based Cohasset Asso-ciates Inc The best way to achievebuy-in is to begin with ldquothe workforcethat will be involved in the rollout tohelp you train and help you deployrdquoshe said While it might seem obviousto pick the IT department IT hasoften been one of the last depart-ments to deploy anything for itselfldquoSo this is a twist on thatrdquo she said

explaining that instead of asking IT toimmediately train other groups on theplatform the department should beencouraged to fully deploy SharePointfor its own employees first Then onceIT realizes the value of full-on Share-Point adoption it will be better able tocommunicate that value to othersldquoIf you train [pilot users] hellip and they

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SharePoint-BIIntegrationBI Data forEveryone

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Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

ldquoProvide some guidanceand when SharePointbecomes valuable[to business users]that will drive adoptionrdquomdashROB KOPLOWITZPrincipal analyst Forrester Research Inc

are able to basically set up sites thatare retention-enabledrdquo said Bakerldquothat will trickle down to the entireorganization Thatrsquos number onerdquoNext it becomes a matter of pick-

ing other cross-enterprise depart-ments she said indicating that thelegal and human resources depart-ments might be good options asearly adopters ldquofor a cascading kind

11 SharePoint June 2011

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SharePoint-BIIntegrationBI Data forEveryone

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Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

Getting Buy-in for SharePoint 2010The Deployment EffectldquoDEPLOYMENT IS KEYrdquo when it comes to training employees on the use of Share-Point 2010 according to Jennifer Baker a consultant with Chicago-basedCohasset Associates Baker said SharePoint training best practices are close-ly tied to the way the collaboration software is rolled out to the enterpriseHow thatrsquos done she noted will play a big role in determining whethertherersquos the across-the-board buy-in from business users that companiesshoot for Baker listed a handful of key points to consider when approachingSharePoint deployment

Keep in mind that SharePoint is an evolving software platform and thatpotential users need to understand its potential benefits Users should beasked what their pain points are and then shown how SharePoint 2010 canhelp solve them to improve productivity

Review task and information ownership within departments with an eyetoward management of the companyrsquos information assets ldquoItrsquos their infor-mationrdquo said Baker ldquoand employees need to understand their roles in bet-ter managing company informationrdquo

Review compliance with the companyrsquos retention schedules

Review compliance enforcement of the companyrsquos policies and processesfor putting a so-called legal hold on information that could be needed forlitigation purposes

Finally aim for consistency in managing information in all departmentsand ldquoget that consistency to go across the companyrdquo

of rolloutrdquoldquoThen you have to layer on to that

the rollout to the records manage-ment staffrdquo she suggested After thattraining might be extended to otherappropriate departments whererecords management retention andinformation governance issues arekey before designating experts tothen train other employees in morevertical departments

NOT JUST TRAININGmdashEDUCATION TOOldquoIf the goal is to get me to use Share-Point then we need to focus on edu-cating giving examplesrdquo said Har-bridge adding that its important forSharePoint educators to be able todemonstrate how the platform im-proves the business functions thatindividuals concentrate onldquoTherersquos a difference between edu-

cating someone and training some-onerdquo he said ldquoEducating is helpingsomeone understand somethingThen therersquos training and training isan optimization tool Itrsquos meant tooptimize a personrsquos ability so thatthey can accomplish things morequickly and efficientlyrdquoA combination approach is most

effective especially on a one-on-onebasis ldquoBut that of course has thehighest costrdquo Harbridge said Sowhile educating people in SharePointworks better in small groups it can

also work with larger groups if thegroup has common interests or com-mon pain points he saidRather than simply telling employ-

ees itrsquos a collaboration program askthem to begin doing proposals inSharePoint said Rob Koplowitz a vicepresident and principal analyst at For-rester Research Inc in CambridgeMass ldquoProvide some guidance andwhen SharePoint becomes valuablethat will drive adoptionrdquo he saidBut therersquos more to successful

SharePoint training than that Koplo-witz added ldquoNow that I know how touse the system it doesnrsquot necessarilymean I know when to use the systemor what the value proposition isrdquo hesaid ldquoTherersquos some really strong busi-ness value in identifying known sce-narios that are better served by usingsomething like SharePointrdquoA good approach said Koplowitz is

asking users to change the way theywork on projects By guiding themaway from the typical process theyrsquorecomfortable with to a new one theSharePoint platformrsquos business valuecan be established quickly ldquoYou layout the high level of functionality ithasrdquo he saidmdashand then the challengebecomes working interactively amongdepartments to establish adoptionacross the enterprise

Jonathan Gourlay is site and news editor for Search-ContentManagementcom He manages editorialcontent production for the site working with expertcontributors as well as writing news and features

12 SharePoint June 2011

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SharePoint-BIIntegrationBI Data forEveryone

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Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

13 SharePoint June 2011

SHAREPOINT 2010 farms usually consistof multiple SharePoint and SQL Serversystems all working together to pro-vide the necessary processing capa-bilities Because so many differentservers can be involved in a Share-Point farm the collaboration platformis a prime candidate for server virtu-alization SharePoint virtualizationcan dramatically cut hardware anddata center costs but there are someconsiderations that should be takeninto account prior to virtualizing aSharePoint installationThe first thing that you need to do

is determine whether Microsoft willsupport your intended virtualizationsoftware on the guest server configu-ration you have in mind Microsoftrsquosofficial support policy for SharePointServer 2010 embraces the companyrsquosown Hyper-V virtualization technolo-gy as yoursquod expect and then statesthat the collaboration software isnrsquotsupported in other environments

unless they are ldquoexplicitly referencedrdquoas part of its server virtualization vali-dation programThat means you can run SharePoint

2010 on Hyper-V without any support

problemsmdashbut if yoursquore thinkingabout using another virtualizationplatform you have to check to seeif itrsquos officially supported ThankfullyMicrosoft offers an online support-policy wizard that you can use to do so

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SharePoint-BIIntegrationBI Data forEveryone

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Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The Benefits and Challengesof SharePoint VirtualizationSharePoint environments are ripe for server virtualization but supportand configuration issues can trip up the unwary BY BRIEN M POSEY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The first thing that youneed to do is determinewhether Microsoft willsupport your intendedvirtualization softwareon the guest serverconfiguration you havein mind

Once yoursquove accessed the wizardchoose your SharePoint version fromthe PRODUCT drop-down list on thefirst screen The following screen asksyou to specify the server virtualiza-tion technology that you plan to usealong with your proposed choice ofguest operating system and system

architecture as shown in Figure 1Click NEXT to find out whether yourspecified configuration is supportedYoursquoll notice in Figure 2 (page 15) thatthe one I entered isnrsquot supportedthatrsquos because I selected the 32-bitx86 architecture and SharePoint 2010requires a 64-bit operating system

14 SharePoint June 2011

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SharePoint-BIIntegrationBI Data forEveryone

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The Benefitsand Challengesof SharePointVirtualization

Figure 1

Enter information about your planned virtualization platformon this screen

Figure 1

Enter information about your planned virtualization platformon this screen in Microsofts support-policy wizard

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

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SharePoint-BIIntegrationBI Data forEveryone

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The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

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Editorrsquos Note

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SharePoint-BIIntegrationBI Data forEveryone

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Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

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Editorrsquos Note

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SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

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SharePoint-BIIntegrationBI Data forEveryone

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Best Practicesfor Effective

SharePoint 2010User Training

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The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

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See ad page 3

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bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

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Page 3: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

4 SharePoint June 2011

ONE OF THE big selling points of todayrsquosbusiness intelligence (BI) tools is thatthey enable mere end usersmdashasopposed to super-smart IT analystsmdashto access reams of business data andmake more informed decisions Put-ting the right information into thehands of business decision makerscan influence and improve every-thing from purchasing decisions(ldquoShould we be stocking more blackbackpacks or blue onesrdquo) to corpo-rate strategizing (ldquoShould we opena new chain of stores in Chinardquo)Typically information is delivered

to those decision makers via cus-tomized BI dashboards scorecardsand reports most often presentedthrough a dedicated BI application orWeb portal That likely will continueto be the case for some time to comebut wersquore starting to get other optionsSpecifically for a BI system based on

SQL Server you can integrate a greatdeal of information right into Share-Point 2010 putting BI data front andcenter in your organizationSharePoint in fact has been a

potential target for BI for a long timeAfter all as more organizations putmore and more data into SharePointmore business users are spendingmore time working in the collabora-tion software So why not put BI datawhere usersrsquo eyes are already point-ed In the past SharePoint-BI integra-tion required third-party tools and inmany cases custom developmentThat still might be necessary depend-ing on the circumstances but theintegration process has become easi-er thanks to new BI-focused featuresreleased by Microsoft in the latestversions of several productsFor example SQL Server Report-

ing Services can now deliver reports

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquoSTRATEGY++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

SharePoint-BI IntegrationBI Data for EveryoneCombining SharePoint 2010 and SQL Server technologiescan open up business intelligence data to more usersmdashandintegrating them has gotten a lot easier BY DON JONES

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

directly to SharePoint 2010 Betteryet report definitions can be storedin SharePoint along with report partsThe definitions which detail differentreport designs can then be shared withother people in an organization en-abling them to use existing reports asa starting point in creating new onesReport parts are componentsmdash

charts graphs tables and so onmdashthatare meant to be used in reports with-in SharePoint less-technical users

can assemble reports simply by spec-ifying some columns and plugging ina few pre-designed parts Meanwhileusers who are more technically skilledcan design and share their own reportparts helping the entire organiza-tion to collaborate more effectivelyReport designs can also be version-controlled in SharePoint providing ahistory of previous versions for track-ing purposes and for use in restoringa particular design if someone makes

5 SharePoint June 2011

raquoSTRATEGY++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

OutWith the Old inWith the NewBUSINESS INTELLIGENCE is one of the software industryrsquos fastest-growing andmore dynamic product categories BI vendors are continuously introducingsignificant new features and capabilitiesmdashand that means you might have toadopt a somewhat more-aggressive-than-usual approach to softwareupgrades in order to take full advantage of your BI toolsFor example while SQL Server 2008 and SharePoint 2007 support some

useful BI features accessing the best and broadest functionality requires thelatest that Microsoft has to offer SharePoint 2010 SQL Server 2008 R2Excel 2010 and the PowerPivot for SharePoint add-inThe Excel piece of that is often the most politically difficult in organiza-

tions because deploying a new version of Office can be a big undertakingKeep in mind that Office 2010 is file-compatible with older versions such asOffice 2003 and 2007 so itrsquos feasible to simply upgrade the users who willmake the most use of BI tools like PowerPivotItrsquos also not uncommon to dedicate one or more SQL Server systems to BI

uses and itrsquos possible to set up a standalone SharePoint farm to integrate withthose SQL Server machines You donrsquot have to upgrade every SQL Server orSharePoint server to the latest software releases but running the latest ver-sions on key systems will help maximize your organizationrsquos BI capabilities

unwanted modifications to it Withthe right architecture in place reportscan even be distributed to businesspartners and other external users viaextranets or the InternetSQL Server 2008 R2rsquos Master Data

Services (MDS) tool also integrateswith SharePoint MDS is master datamanagement software designed tocreate a ldquosingle version of the truthrdquofor an organizationrsquos most importantdata helping to ensure that all busi-ness users are looking at consistentinformation including within BI sys-tems Changes to MDS-controlledmaster data are handled via a work-flow process and SQL Server sup-ports sending data to SharePoint2010 and using a SharePoint work-flow to manage approvals and datavalidation MDS data can also be pub-lished to SharePoint usually in read-only modemdashmaking it accessiblethrough a unified console to every-one who can benefit from it withoutallowing everyone to change the data

POWERPIVOT PUTSEXCLAMATION POINT ONSHAREPOINT BI COMBINATIONProbably the most exciting BI-relatedfeature new to SharePoint is Micro-softrsquos PowerPivot extension for Excel2010 Building on the PivotTable tech-nology included with the last severalversions of Excel PowerPivot uses acombination of server- and client-side

processing to perform in-memoryanalytics on complex data sets Thosedata sets can contain tens of thou-sands or even millions of rowsenabling your organizationrsquos Exceljockeys to create complex data analy-ses without having to wait for IT toload information into a data ware-house or spin up a new data martBest of all completed PowerPivottablesmdashalong with graphs and otherdata visualizationsmdashcan be exportedto SharePoint 2010 and shared withother users (see Figure 1 page 7)PowerPivot for SharePoint isnrsquot for

faint-hearted organizations It worksbest in conjunction with SQL Serversystems sporting multiple proces-sor cores and gigabytes of memorykey prerequisites for the kind ofin-memory analytics enabled by thesoftwareBut with the right hardware com-

bining SharePoint and PowerPivottruly democratizes BI Business ana-lysts and decision makers with strongExcel skills can simply draw data fromExcel and other data sources crunchthe numbers in real time and makethe resulting PowerPivot workbookfiles available in SharePoint for collab-oration purposes The IT departmentdoesnrsquot completely step out of thepicture though IT staffers can usethe softwarersquos management dash-board to track user-created analyticalspreadsheets apply version controlsthrough SharePoint and monitor

6 SharePoint June 2011

raquoSTRATEGY++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

resource utilization on the serversThe whole point of BI has always

been to pull multiple data sourcestogether into a single view helpingbusiness executives and other usersmake better decisions by giving themclear concise data With the combi-nation of SharePoint 2010 and SQLServer 2008 R2mdashnot to mention ahealthy dose of Excel via Power-

Pivotmdashyou can more easily surface BIcapabilities to more users while stillkeeping the underlying data safe andsecure Putting BI data in more handsideally means even better businessdecisions and thatrsquos something worthworking toward

Don Jones is a senior partner and principal technol-ogist at strategic IT consulting firm ConcentratedTechnology LLC

7 SharePoint June 2011

raquoSTRATEGY++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Tables charts and other analytical elements created in PowerPivotcan be sent to SharePoint for collaboration purposes

PREDICT middot PROTECT middot PERFORMW W W N E V E R F A I LG R O U PCO M

Continuous Availability for SharePoint 2010

Protect individual SharePoint installations or complete SharePoint farms against unplanned outages and planned downtime

Provide a consistent approach that goes across SQL databases file system content and Exchange

Provide one SLA to protect the entire collaboration workflow and content management platform

512-327-5777 infousneverfailgroupcom

IN MANY COMPANIES employees areoften left to their own devices to learna new software platform when itsfirst implemented If therersquos any train-ing at all itrsquos usually hurried andincompleteAnd when it comes to steadily

evolving platforms with lots of collab-orative functionality and multipleways of managing information andprojects like SharePoint 2010 thatrsquosexactly the wrong way to go abouteducating users and getting them tomake the best use of the platformaccording to consultantsItrsquos also a mistake to be heavy

handed in training said Richard Har-bridge senior SharePoint evangelistat Allin Corp a Pittsburgh-basedconsulting and IT services firm Sim-ply imposing a new tool or a new setof rules and expectations when rollingout an enterprise-wide collaborationand content management strategy

can backfire especially when itrsquosdone in a traditional classroom set-ting he warnedInstead Harbridge said yoursquoll get

much better buy-in by demonstrating

how the software will make userslives easier and their businessprocesses more efficient He addedthat the key in passing on an under-standing of SharePointrsquos capabilitiesis relating real stories about how thecollaboration platform solves pain

9 SharePoint June 2011

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Best Practices for EffectiveSharePoint 2010 User TrainingGet expert advice on what to do and what not to do in training end userson how to get the most out of SharePoint 2010 BY JONATHAN GOURLAY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

ldquoIf the goal is to getme to use SharePointthen we need to focuson educating givingexamplesrdquomdashRICHARD HARBRIDGESenior SharePoint evangelist Allin Corp

points and adds value to everydaybusiness processesHarbridge likes to introduce Share-

Point by explaining its collaborationand data management capabilitiesIts also a good idea he said todemonstrate the transaction-basedscenarios of project management andportfolio management and how thedeliverables from those activitieswould be organized governed andimproved through the use of Share-Point This type of training can behighly structured and tightly tied tonew or existing policies or proceduresHe did note though that when

venturing into the social side ofSharePoint 2010 (wikis discussionboards blogging etc) enterprisesshould not dictate policies or proce-dures but offer guidelines In his opin-ion itrsquos important to approach bothtraining and the management of thatkind of unstructured information in adifferent way than you would with itstransactional counterpart All of thissaid Harbridge helps create empow-erment for users

A SHAREPOINT INITIATIVEWITH AN IT TWISTEmpowering employees is easierwith SharePoint 2010 in one respectbecause ldquoSharePoint is more userfriendly than many of the moreheavy-duty and sophisticated pro-gramsrdquo said Jennifer Baker a consult-

ant who specializes in records andinformation management and elec-tronic discoveryFocus on departments ripe for

making the best use of SharePoint

right away said Baker who workswith Chicago-based Cohasset Asso-ciates Inc The best way to achievebuy-in is to begin with ldquothe workforcethat will be involved in the rollout tohelp you train and help you deployrdquoshe said While it might seem obviousto pick the IT department IT hasoften been one of the last depart-ments to deploy anything for itselfldquoSo this is a twist on thatrdquo she said

explaining that instead of asking IT toimmediately train other groups on theplatform the department should beencouraged to fully deploy SharePointfor its own employees first Then onceIT realizes the value of full-on Share-Point adoption it will be better able tocommunicate that value to othersldquoIf you train [pilot users] hellip and they

10 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

ldquoProvide some guidanceand when SharePointbecomes valuable[to business users]that will drive adoptionrdquomdashROB KOPLOWITZPrincipal analyst Forrester Research Inc

are able to basically set up sites thatare retention-enabledrdquo said Bakerldquothat will trickle down to the entireorganization Thatrsquos number onerdquoNext it becomes a matter of pick-

ing other cross-enterprise depart-ments she said indicating that thelegal and human resources depart-ments might be good options asearly adopters ldquofor a cascading kind

11 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Getting Buy-in for SharePoint 2010The Deployment EffectldquoDEPLOYMENT IS KEYrdquo when it comes to training employees on the use of Share-Point 2010 according to Jennifer Baker a consultant with Chicago-basedCohasset Associates Baker said SharePoint training best practices are close-ly tied to the way the collaboration software is rolled out to the enterpriseHow thatrsquos done she noted will play a big role in determining whethertherersquos the across-the-board buy-in from business users that companiesshoot for Baker listed a handful of key points to consider when approachingSharePoint deployment

Keep in mind that SharePoint is an evolving software platform and thatpotential users need to understand its potential benefits Users should beasked what their pain points are and then shown how SharePoint 2010 canhelp solve them to improve productivity

Review task and information ownership within departments with an eyetoward management of the companyrsquos information assets ldquoItrsquos their infor-mationrdquo said Baker ldquoand employees need to understand their roles in bet-ter managing company informationrdquo

Review compliance with the companyrsquos retention schedules

Review compliance enforcement of the companyrsquos policies and processesfor putting a so-called legal hold on information that could be needed forlitigation purposes

Finally aim for consistency in managing information in all departmentsand ldquoget that consistency to go across the companyrdquo

of rolloutrdquoldquoThen you have to layer on to that

the rollout to the records manage-ment staffrdquo she suggested After thattraining might be extended to otherappropriate departments whererecords management retention andinformation governance issues arekey before designating experts tothen train other employees in morevertical departments

NOT JUST TRAININGmdashEDUCATION TOOldquoIf the goal is to get me to use Share-Point then we need to focus on edu-cating giving examplesrdquo said Har-bridge adding that its important forSharePoint educators to be able todemonstrate how the platform im-proves the business functions thatindividuals concentrate onldquoTherersquos a difference between edu-

cating someone and training some-onerdquo he said ldquoEducating is helpingsomeone understand somethingThen therersquos training and training isan optimization tool Itrsquos meant tooptimize a personrsquos ability so thatthey can accomplish things morequickly and efficientlyrdquoA combination approach is most

effective especially on a one-on-onebasis ldquoBut that of course has thehighest costrdquo Harbridge said Sowhile educating people in SharePointworks better in small groups it can

also work with larger groups if thegroup has common interests or com-mon pain points he saidRather than simply telling employ-

ees itrsquos a collaboration program askthem to begin doing proposals inSharePoint said Rob Koplowitz a vicepresident and principal analyst at For-rester Research Inc in CambridgeMass ldquoProvide some guidance andwhen SharePoint becomes valuablethat will drive adoptionrdquo he saidBut therersquos more to successful

SharePoint training than that Koplo-witz added ldquoNow that I know how touse the system it doesnrsquot necessarilymean I know when to use the systemor what the value proposition isrdquo hesaid ldquoTherersquos some really strong busi-ness value in identifying known sce-narios that are better served by usingsomething like SharePointrdquoA good approach said Koplowitz is

asking users to change the way theywork on projects By guiding themaway from the typical process theyrsquorecomfortable with to a new one theSharePoint platformrsquos business valuecan be established quickly ldquoYou layout the high level of functionality ithasrdquo he saidmdashand then the challengebecomes working interactively amongdepartments to establish adoptionacross the enterprise

Jonathan Gourlay is site and news editor for Search-ContentManagementcom He manages editorialcontent production for the site working with expertcontributors as well as writing news and features

12 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

13 SharePoint June 2011

SHAREPOINT 2010 farms usually consistof multiple SharePoint and SQL Serversystems all working together to pro-vide the necessary processing capa-bilities Because so many differentservers can be involved in a Share-Point farm the collaboration platformis a prime candidate for server virtu-alization SharePoint virtualizationcan dramatically cut hardware anddata center costs but there are someconsiderations that should be takeninto account prior to virtualizing aSharePoint installationThe first thing that you need to do

is determine whether Microsoft willsupport your intended virtualizationsoftware on the guest server configu-ration you have in mind Microsoftrsquosofficial support policy for SharePointServer 2010 embraces the companyrsquosown Hyper-V virtualization technolo-gy as yoursquod expect and then statesthat the collaboration software isnrsquotsupported in other environments

unless they are ldquoexplicitly referencedrdquoas part of its server virtualization vali-dation programThat means you can run SharePoint

2010 on Hyper-V without any support

problemsmdashbut if yoursquore thinkingabout using another virtualizationplatform you have to check to seeif itrsquos officially supported ThankfullyMicrosoft offers an online support-policy wizard that you can use to do so

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The Benefits and Challengesof SharePoint VirtualizationSharePoint environments are ripe for server virtualization but supportand configuration issues can trip up the unwary BY BRIEN M POSEY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The first thing that youneed to do is determinewhether Microsoft willsupport your intendedvirtualization softwareon the guest serverconfiguration you havein mind

Once yoursquove accessed the wizardchoose your SharePoint version fromthe PRODUCT drop-down list on thefirst screen The following screen asksyou to specify the server virtualiza-tion technology that you plan to usealong with your proposed choice ofguest operating system and system

architecture as shown in Figure 1Click NEXT to find out whether yourspecified configuration is supportedYoursquoll notice in Figure 2 (page 15) thatthe one I entered isnrsquot supportedthatrsquos because I selected the 32-bitx86 architecture and SharePoint 2010requires a 64-bit operating system

14 SharePoint June 2011

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Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Enter information about your planned virtualization platformon this screen

Figure 1

Enter information about your planned virtualization platformon this screen in Microsofts support-policy wizard

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

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bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

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See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 4: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

directly to SharePoint 2010 Betteryet report definitions can be storedin SharePoint along with report partsThe definitions which detail differentreport designs can then be shared withother people in an organization en-abling them to use existing reports asa starting point in creating new onesReport parts are componentsmdash

charts graphs tables and so onmdashthatare meant to be used in reports with-in SharePoint less-technical users

can assemble reports simply by spec-ifying some columns and plugging ina few pre-designed parts Meanwhileusers who are more technically skilledcan design and share their own reportparts helping the entire organiza-tion to collaborate more effectivelyReport designs can also be version-controlled in SharePoint providing ahistory of previous versions for track-ing purposes and for use in restoringa particular design if someone makes

5 SharePoint June 2011

raquoSTRATEGY++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

OutWith the Old inWith the NewBUSINESS INTELLIGENCE is one of the software industryrsquos fastest-growing andmore dynamic product categories BI vendors are continuously introducingsignificant new features and capabilitiesmdashand that means you might have toadopt a somewhat more-aggressive-than-usual approach to softwareupgrades in order to take full advantage of your BI toolsFor example while SQL Server 2008 and SharePoint 2007 support some

useful BI features accessing the best and broadest functionality requires thelatest that Microsoft has to offer SharePoint 2010 SQL Server 2008 R2Excel 2010 and the PowerPivot for SharePoint add-inThe Excel piece of that is often the most politically difficult in organiza-

tions because deploying a new version of Office can be a big undertakingKeep in mind that Office 2010 is file-compatible with older versions such asOffice 2003 and 2007 so itrsquos feasible to simply upgrade the users who willmake the most use of BI tools like PowerPivotItrsquos also not uncommon to dedicate one or more SQL Server systems to BI

uses and itrsquos possible to set up a standalone SharePoint farm to integrate withthose SQL Server machines You donrsquot have to upgrade every SQL Server orSharePoint server to the latest software releases but running the latest ver-sions on key systems will help maximize your organizationrsquos BI capabilities

unwanted modifications to it Withthe right architecture in place reportscan even be distributed to businesspartners and other external users viaextranets or the InternetSQL Server 2008 R2rsquos Master Data

Services (MDS) tool also integrateswith SharePoint MDS is master datamanagement software designed tocreate a ldquosingle version of the truthrdquofor an organizationrsquos most importantdata helping to ensure that all busi-ness users are looking at consistentinformation including within BI sys-tems Changes to MDS-controlledmaster data are handled via a work-flow process and SQL Server sup-ports sending data to SharePoint2010 and using a SharePoint work-flow to manage approvals and datavalidation MDS data can also be pub-lished to SharePoint usually in read-only modemdashmaking it accessiblethrough a unified console to every-one who can benefit from it withoutallowing everyone to change the data

POWERPIVOT PUTSEXCLAMATION POINT ONSHAREPOINT BI COMBINATIONProbably the most exciting BI-relatedfeature new to SharePoint is Micro-softrsquos PowerPivot extension for Excel2010 Building on the PivotTable tech-nology included with the last severalversions of Excel PowerPivot uses acombination of server- and client-side

processing to perform in-memoryanalytics on complex data sets Thosedata sets can contain tens of thou-sands or even millions of rowsenabling your organizationrsquos Exceljockeys to create complex data analy-ses without having to wait for IT toload information into a data ware-house or spin up a new data martBest of all completed PowerPivottablesmdashalong with graphs and otherdata visualizationsmdashcan be exportedto SharePoint 2010 and shared withother users (see Figure 1 page 7)PowerPivot for SharePoint isnrsquot for

faint-hearted organizations It worksbest in conjunction with SQL Serversystems sporting multiple proces-sor cores and gigabytes of memorykey prerequisites for the kind ofin-memory analytics enabled by thesoftwareBut with the right hardware com-

bining SharePoint and PowerPivottruly democratizes BI Business ana-lysts and decision makers with strongExcel skills can simply draw data fromExcel and other data sources crunchthe numbers in real time and makethe resulting PowerPivot workbookfiles available in SharePoint for collab-oration purposes The IT departmentdoesnrsquot completely step out of thepicture though IT staffers can usethe softwarersquos management dash-board to track user-created analyticalspreadsheets apply version controlsthrough SharePoint and monitor

6 SharePoint June 2011

raquoSTRATEGY++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

resource utilization on the serversThe whole point of BI has always

been to pull multiple data sourcestogether into a single view helpingbusiness executives and other usersmake better decisions by giving themclear concise data With the combi-nation of SharePoint 2010 and SQLServer 2008 R2mdashnot to mention ahealthy dose of Excel via Power-

Pivotmdashyou can more easily surface BIcapabilities to more users while stillkeeping the underlying data safe andsecure Putting BI data in more handsideally means even better businessdecisions and thatrsquos something worthworking toward

Don Jones is a senior partner and principal technol-ogist at strategic IT consulting firm ConcentratedTechnology LLC

7 SharePoint June 2011

raquoSTRATEGY++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Tables charts and other analytical elements created in PowerPivotcan be sent to SharePoint for collaboration purposes

PREDICT middot PROTECT middot PERFORMW W W N E V E R F A I LG R O U PCO M

Continuous Availability for SharePoint 2010

Protect individual SharePoint installations or complete SharePoint farms against unplanned outages and planned downtime

Provide a consistent approach that goes across SQL databases file system content and Exchange

Provide one SLA to protect the entire collaboration workflow and content management platform

512-327-5777 infousneverfailgroupcom

IN MANY COMPANIES employees areoften left to their own devices to learna new software platform when itsfirst implemented If therersquos any train-ing at all itrsquos usually hurried andincompleteAnd when it comes to steadily

evolving platforms with lots of collab-orative functionality and multipleways of managing information andprojects like SharePoint 2010 thatrsquosexactly the wrong way to go abouteducating users and getting them tomake the best use of the platformaccording to consultantsItrsquos also a mistake to be heavy

handed in training said Richard Har-bridge senior SharePoint evangelistat Allin Corp a Pittsburgh-basedconsulting and IT services firm Sim-ply imposing a new tool or a new setof rules and expectations when rollingout an enterprise-wide collaborationand content management strategy

can backfire especially when itrsquosdone in a traditional classroom set-ting he warnedInstead Harbridge said yoursquoll get

much better buy-in by demonstrating

how the software will make userslives easier and their businessprocesses more efficient He addedthat the key in passing on an under-standing of SharePointrsquos capabilitiesis relating real stories about how thecollaboration platform solves pain

9 SharePoint June 2011

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Best Practices for EffectiveSharePoint 2010 User TrainingGet expert advice on what to do and what not to do in training end userson how to get the most out of SharePoint 2010 BY JONATHAN GOURLAY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

ldquoIf the goal is to getme to use SharePointthen we need to focuson educating givingexamplesrdquomdashRICHARD HARBRIDGESenior SharePoint evangelist Allin Corp

points and adds value to everydaybusiness processesHarbridge likes to introduce Share-

Point by explaining its collaborationand data management capabilitiesIts also a good idea he said todemonstrate the transaction-basedscenarios of project management andportfolio management and how thedeliverables from those activitieswould be organized governed andimproved through the use of Share-Point This type of training can behighly structured and tightly tied tonew or existing policies or proceduresHe did note though that when

venturing into the social side ofSharePoint 2010 (wikis discussionboards blogging etc) enterprisesshould not dictate policies or proce-dures but offer guidelines In his opin-ion itrsquos important to approach bothtraining and the management of thatkind of unstructured information in adifferent way than you would with itstransactional counterpart All of thissaid Harbridge helps create empow-erment for users

A SHAREPOINT INITIATIVEWITH AN IT TWISTEmpowering employees is easierwith SharePoint 2010 in one respectbecause ldquoSharePoint is more userfriendly than many of the moreheavy-duty and sophisticated pro-gramsrdquo said Jennifer Baker a consult-

ant who specializes in records andinformation management and elec-tronic discoveryFocus on departments ripe for

making the best use of SharePoint

right away said Baker who workswith Chicago-based Cohasset Asso-ciates Inc The best way to achievebuy-in is to begin with ldquothe workforcethat will be involved in the rollout tohelp you train and help you deployrdquoshe said While it might seem obviousto pick the IT department IT hasoften been one of the last depart-ments to deploy anything for itselfldquoSo this is a twist on thatrdquo she said

explaining that instead of asking IT toimmediately train other groups on theplatform the department should beencouraged to fully deploy SharePointfor its own employees first Then onceIT realizes the value of full-on Share-Point adoption it will be better able tocommunicate that value to othersldquoIf you train [pilot users] hellip and they

10 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

ldquoProvide some guidanceand when SharePointbecomes valuable[to business users]that will drive adoptionrdquomdashROB KOPLOWITZPrincipal analyst Forrester Research Inc

are able to basically set up sites thatare retention-enabledrdquo said Bakerldquothat will trickle down to the entireorganization Thatrsquos number onerdquoNext it becomes a matter of pick-

ing other cross-enterprise depart-ments she said indicating that thelegal and human resources depart-ments might be good options asearly adopters ldquofor a cascading kind

11 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Getting Buy-in for SharePoint 2010The Deployment EffectldquoDEPLOYMENT IS KEYrdquo when it comes to training employees on the use of Share-Point 2010 according to Jennifer Baker a consultant with Chicago-basedCohasset Associates Baker said SharePoint training best practices are close-ly tied to the way the collaboration software is rolled out to the enterpriseHow thatrsquos done she noted will play a big role in determining whethertherersquos the across-the-board buy-in from business users that companiesshoot for Baker listed a handful of key points to consider when approachingSharePoint deployment

Keep in mind that SharePoint is an evolving software platform and thatpotential users need to understand its potential benefits Users should beasked what their pain points are and then shown how SharePoint 2010 canhelp solve them to improve productivity

Review task and information ownership within departments with an eyetoward management of the companyrsquos information assets ldquoItrsquos their infor-mationrdquo said Baker ldquoand employees need to understand their roles in bet-ter managing company informationrdquo

Review compliance with the companyrsquos retention schedules

Review compliance enforcement of the companyrsquos policies and processesfor putting a so-called legal hold on information that could be needed forlitigation purposes

Finally aim for consistency in managing information in all departmentsand ldquoget that consistency to go across the companyrdquo

of rolloutrdquoldquoThen you have to layer on to that

the rollout to the records manage-ment staffrdquo she suggested After thattraining might be extended to otherappropriate departments whererecords management retention andinformation governance issues arekey before designating experts tothen train other employees in morevertical departments

NOT JUST TRAININGmdashEDUCATION TOOldquoIf the goal is to get me to use Share-Point then we need to focus on edu-cating giving examplesrdquo said Har-bridge adding that its important forSharePoint educators to be able todemonstrate how the platform im-proves the business functions thatindividuals concentrate onldquoTherersquos a difference between edu-

cating someone and training some-onerdquo he said ldquoEducating is helpingsomeone understand somethingThen therersquos training and training isan optimization tool Itrsquos meant tooptimize a personrsquos ability so thatthey can accomplish things morequickly and efficientlyrdquoA combination approach is most

effective especially on a one-on-onebasis ldquoBut that of course has thehighest costrdquo Harbridge said Sowhile educating people in SharePointworks better in small groups it can

also work with larger groups if thegroup has common interests or com-mon pain points he saidRather than simply telling employ-

ees itrsquos a collaboration program askthem to begin doing proposals inSharePoint said Rob Koplowitz a vicepresident and principal analyst at For-rester Research Inc in CambridgeMass ldquoProvide some guidance andwhen SharePoint becomes valuablethat will drive adoptionrdquo he saidBut therersquos more to successful

SharePoint training than that Koplo-witz added ldquoNow that I know how touse the system it doesnrsquot necessarilymean I know when to use the systemor what the value proposition isrdquo hesaid ldquoTherersquos some really strong busi-ness value in identifying known sce-narios that are better served by usingsomething like SharePointrdquoA good approach said Koplowitz is

asking users to change the way theywork on projects By guiding themaway from the typical process theyrsquorecomfortable with to a new one theSharePoint platformrsquos business valuecan be established quickly ldquoYou layout the high level of functionality ithasrdquo he saidmdashand then the challengebecomes working interactively amongdepartments to establish adoptionacross the enterprise

Jonathan Gourlay is site and news editor for Search-ContentManagementcom He manages editorialcontent production for the site working with expertcontributors as well as writing news and features

12 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

13 SharePoint June 2011

SHAREPOINT 2010 farms usually consistof multiple SharePoint and SQL Serversystems all working together to pro-vide the necessary processing capa-bilities Because so many differentservers can be involved in a Share-Point farm the collaboration platformis a prime candidate for server virtu-alization SharePoint virtualizationcan dramatically cut hardware anddata center costs but there are someconsiderations that should be takeninto account prior to virtualizing aSharePoint installationThe first thing that you need to do

is determine whether Microsoft willsupport your intended virtualizationsoftware on the guest server configu-ration you have in mind Microsoftrsquosofficial support policy for SharePointServer 2010 embraces the companyrsquosown Hyper-V virtualization technolo-gy as yoursquod expect and then statesthat the collaboration software isnrsquotsupported in other environments

unless they are ldquoexplicitly referencedrdquoas part of its server virtualization vali-dation programThat means you can run SharePoint

2010 on Hyper-V without any support

problemsmdashbut if yoursquore thinkingabout using another virtualizationplatform you have to check to seeif itrsquos officially supported ThankfullyMicrosoft offers an online support-policy wizard that you can use to do so

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The Benefits and Challengesof SharePoint VirtualizationSharePoint environments are ripe for server virtualization but supportand configuration issues can trip up the unwary BY BRIEN M POSEY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The first thing that youneed to do is determinewhether Microsoft willsupport your intendedvirtualization softwareon the guest serverconfiguration you havein mind

Once yoursquove accessed the wizardchoose your SharePoint version fromthe PRODUCT drop-down list on thefirst screen The following screen asksyou to specify the server virtualiza-tion technology that you plan to usealong with your proposed choice ofguest operating system and system

architecture as shown in Figure 1Click NEXT to find out whether yourspecified configuration is supportedYoursquoll notice in Figure 2 (page 15) thatthe one I entered isnrsquot supportedthatrsquos because I selected the 32-bitx86 architecture and SharePoint 2010requires a 64-bit operating system

14 SharePoint June 2011

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Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Enter information about your planned virtualization platformon this screen

Figure 1

Enter information about your planned virtualization platformon this screen in Microsofts support-policy wizard

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 5: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

unwanted modifications to it Withthe right architecture in place reportscan even be distributed to businesspartners and other external users viaextranets or the InternetSQL Server 2008 R2rsquos Master Data

Services (MDS) tool also integrateswith SharePoint MDS is master datamanagement software designed tocreate a ldquosingle version of the truthrdquofor an organizationrsquos most importantdata helping to ensure that all busi-ness users are looking at consistentinformation including within BI sys-tems Changes to MDS-controlledmaster data are handled via a work-flow process and SQL Server sup-ports sending data to SharePoint2010 and using a SharePoint work-flow to manage approvals and datavalidation MDS data can also be pub-lished to SharePoint usually in read-only modemdashmaking it accessiblethrough a unified console to every-one who can benefit from it withoutallowing everyone to change the data

POWERPIVOT PUTSEXCLAMATION POINT ONSHAREPOINT BI COMBINATIONProbably the most exciting BI-relatedfeature new to SharePoint is Micro-softrsquos PowerPivot extension for Excel2010 Building on the PivotTable tech-nology included with the last severalversions of Excel PowerPivot uses acombination of server- and client-side

processing to perform in-memoryanalytics on complex data sets Thosedata sets can contain tens of thou-sands or even millions of rowsenabling your organizationrsquos Exceljockeys to create complex data analy-ses without having to wait for IT toload information into a data ware-house or spin up a new data martBest of all completed PowerPivottablesmdashalong with graphs and otherdata visualizationsmdashcan be exportedto SharePoint 2010 and shared withother users (see Figure 1 page 7)PowerPivot for SharePoint isnrsquot for

faint-hearted organizations It worksbest in conjunction with SQL Serversystems sporting multiple proces-sor cores and gigabytes of memorykey prerequisites for the kind ofin-memory analytics enabled by thesoftwareBut with the right hardware com-

bining SharePoint and PowerPivottruly democratizes BI Business ana-lysts and decision makers with strongExcel skills can simply draw data fromExcel and other data sources crunchthe numbers in real time and makethe resulting PowerPivot workbookfiles available in SharePoint for collab-oration purposes The IT departmentdoesnrsquot completely step out of thepicture though IT staffers can usethe softwarersquos management dash-board to track user-created analyticalspreadsheets apply version controlsthrough SharePoint and monitor

6 SharePoint June 2011

raquoSTRATEGY++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

resource utilization on the serversThe whole point of BI has always

been to pull multiple data sourcestogether into a single view helpingbusiness executives and other usersmake better decisions by giving themclear concise data With the combi-nation of SharePoint 2010 and SQLServer 2008 R2mdashnot to mention ahealthy dose of Excel via Power-

Pivotmdashyou can more easily surface BIcapabilities to more users while stillkeeping the underlying data safe andsecure Putting BI data in more handsideally means even better businessdecisions and thatrsquos something worthworking toward

Don Jones is a senior partner and principal technol-ogist at strategic IT consulting firm ConcentratedTechnology LLC

7 SharePoint June 2011

raquoSTRATEGY++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Tables charts and other analytical elements created in PowerPivotcan be sent to SharePoint for collaboration purposes

PREDICT middot PROTECT middot PERFORMW W W N E V E R F A I LG R O U PCO M

Continuous Availability for SharePoint 2010

Protect individual SharePoint installations or complete SharePoint farms against unplanned outages and planned downtime

Provide a consistent approach that goes across SQL databases file system content and Exchange

Provide one SLA to protect the entire collaboration workflow and content management platform

512-327-5777 infousneverfailgroupcom

IN MANY COMPANIES employees areoften left to their own devices to learna new software platform when itsfirst implemented If therersquos any train-ing at all itrsquos usually hurried andincompleteAnd when it comes to steadily

evolving platforms with lots of collab-orative functionality and multipleways of managing information andprojects like SharePoint 2010 thatrsquosexactly the wrong way to go abouteducating users and getting them tomake the best use of the platformaccording to consultantsItrsquos also a mistake to be heavy

handed in training said Richard Har-bridge senior SharePoint evangelistat Allin Corp a Pittsburgh-basedconsulting and IT services firm Sim-ply imposing a new tool or a new setof rules and expectations when rollingout an enterprise-wide collaborationand content management strategy

can backfire especially when itrsquosdone in a traditional classroom set-ting he warnedInstead Harbridge said yoursquoll get

much better buy-in by demonstrating

how the software will make userslives easier and their businessprocesses more efficient He addedthat the key in passing on an under-standing of SharePointrsquos capabilitiesis relating real stories about how thecollaboration platform solves pain

9 SharePoint June 2011

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Best Practices for EffectiveSharePoint 2010 User TrainingGet expert advice on what to do and what not to do in training end userson how to get the most out of SharePoint 2010 BY JONATHAN GOURLAY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

ldquoIf the goal is to getme to use SharePointthen we need to focuson educating givingexamplesrdquomdashRICHARD HARBRIDGESenior SharePoint evangelist Allin Corp

points and adds value to everydaybusiness processesHarbridge likes to introduce Share-

Point by explaining its collaborationand data management capabilitiesIts also a good idea he said todemonstrate the transaction-basedscenarios of project management andportfolio management and how thedeliverables from those activitieswould be organized governed andimproved through the use of Share-Point This type of training can behighly structured and tightly tied tonew or existing policies or proceduresHe did note though that when

venturing into the social side ofSharePoint 2010 (wikis discussionboards blogging etc) enterprisesshould not dictate policies or proce-dures but offer guidelines In his opin-ion itrsquos important to approach bothtraining and the management of thatkind of unstructured information in adifferent way than you would with itstransactional counterpart All of thissaid Harbridge helps create empow-erment for users

A SHAREPOINT INITIATIVEWITH AN IT TWISTEmpowering employees is easierwith SharePoint 2010 in one respectbecause ldquoSharePoint is more userfriendly than many of the moreheavy-duty and sophisticated pro-gramsrdquo said Jennifer Baker a consult-

ant who specializes in records andinformation management and elec-tronic discoveryFocus on departments ripe for

making the best use of SharePoint

right away said Baker who workswith Chicago-based Cohasset Asso-ciates Inc The best way to achievebuy-in is to begin with ldquothe workforcethat will be involved in the rollout tohelp you train and help you deployrdquoshe said While it might seem obviousto pick the IT department IT hasoften been one of the last depart-ments to deploy anything for itselfldquoSo this is a twist on thatrdquo she said

explaining that instead of asking IT toimmediately train other groups on theplatform the department should beencouraged to fully deploy SharePointfor its own employees first Then onceIT realizes the value of full-on Share-Point adoption it will be better able tocommunicate that value to othersldquoIf you train [pilot users] hellip and they

10 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

ldquoProvide some guidanceand when SharePointbecomes valuable[to business users]that will drive adoptionrdquomdashROB KOPLOWITZPrincipal analyst Forrester Research Inc

are able to basically set up sites thatare retention-enabledrdquo said Bakerldquothat will trickle down to the entireorganization Thatrsquos number onerdquoNext it becomes a matter of pick-

ing other cross-enterprise depart-ments she said indicating that thelegal and human resources depart-ments might be good options asearly adopters ldquofor a cascading kind

11 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Getting Buy-in for SharePoint 2010The Deployment EffectldquoDEPLOYMENT IS KEYrdquo when it comes to training employees on the use of Share-Point 2010 according to Jennifer Baker a consultant with Chicago-basedCohasset Associates Baker said SharePoint training best practices are close-ly tied to the way the collaboration software is rolled out to the enterpriseHow thatrsquos done she noted will play a big role in determining whethertherersquos the across-the-board buy-in from business users that companiesshoot for Baker listed a handful of key points to consider when approachingSharePoint deployment

Keep in mind that SharePoint is an evolving software platform and thatpotential users need to understand its potential benefits Users should beasked what their pain points are and then shown how SharePoint 2010 canhelp solve them to improve productivity

Review task and information ownership within departments with an eyetoward management of the companyrsquos information assets ldquoItrsquos their infor-mationrdquo said Baker ldquoand employees need to understand their roles in bet-ter managing company informationrdquo

Review compliance with the companyrsquos retention schedules

Review compliance enforcement of the companyrsquos policies and processesfor putting a so-called legal hold on information that could be needed forlitigation purposes

Finally aim for consistency in managing information in all departmentsand ldquoget that consistency to go across the companyrdquo

of rolloutrdquoldquoThen you have to layer on to that

the rollout to the records manage-ment staffrdquo she suggested After thattraining might be extended to otherappropriate departments whererecords management retention andinformation governance issues arekey before designating experts tothen train other employees in morevertical departments

NOT JUST TRAININGmdashEDUCATION TOOldquoIf the goal is to get me to use Share-Point then we need to focus on edu-cating giving examplesrdquo said Har-bridge adding that its important forSharePoint educators to be able todemonstrate how the platform im-proves the business functions thatindividuals concentrate onldquoTherersquos a difference between edu-

cating someone and training some-onerdquo he said ldquoEducating is helpingsomeone understand somethingThen therersquos training and training isan optimization tool Itrsquos meant tooptimize a personrsquos ability so thatthey can accomplish things morequickly and efficientlyrdquoA combination approach is most

effective especially on a one-on-onebasis ldquoBut that of course has thehighest costrdquo Harbridge said Sowhile educating people in SharePointworks better in small groups it can

also work with larger groups if thegroup has common interests or com-mon pain points he saidRather than simply telling employ-

ees itrsquos a collaboration program askthem to begin doing proposals inSharePoint said Rob Koplowitz a vicepresident and principal analyst at For-rester Research Inc in CambridgeMass ldquoProvide some guidance andwhen SharePoint becomes valuablethat will drive adoptionrdquo he saidBut therersquos more to successful

SharePoint training than that Koplo-witz added ldquoNow that I know how touse the system it doesnrsquot necessarilymean I know when to use the systemor what the value proposition isrdquo hesaid ldquoTherersquos some really strong busi-ness value in identifying known sce-narios that are better served by usingsomething like SharePointrdquoA good approach said Koplowitz is

asking users to change the way theywork on projects By guiding themaway from the typical process theyrsquorecomfortable with to a new one theSharePoint platformrsquos business valuecan be established quickly ldquoYou layout the high level of functionality ithasrdquo he saidmdashand then the challengebecomes working interactively amongdepartments to establish adoptionacross the enterprise

Jonathan Gourlay is site and news editor for Search-ContentManagementcom He manages editorialcontent production for the site working with expertcontributors as well as writing news and features

12 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

13 SharePoint June 2011

SHAREPOINT 2010 farms usually consistof multiple SharePoint and SQL Serversystems all working together to pro-vide the necessary processing capa-bilities Because so many differentservers can be involved in a Share-Point farm the collaboration platformis a prime candidate for server virtu-alization SharePoint virtualizationcan dramatically cut hardware anddata center costs but there are someconsiderations that should be takeninto account prior to virtualizing aSharePoint installationThe first thing that you need to do

is determine whether Microsoft willsupport your intended virtualizationsoftware on the guest server configu-ration you have in mind Microsoftrsquosofficial support policy for SharePointServer 2010 embraces the companyrsquosown Hyper-V virtualization technolo-gy as yoursquod expect and then statesthat the collaboration software isnrsquotsupported in other environments

unless they are ldquoexplicitly referencedrdquoas part of its server virtualization vali-dation programThat means you can run SharePoint

2010 on Hyper-V without any support

problemsmdashbut if yoursquore thinkingabout using another virtualizationplatform you have to check to seeif itrsquos officially supported ThankfullyMicrosoft offers an online support-policy wizard that you can use to do so

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The Benefits and Challengesof SharePoint VirtualizationSharePoint environments are ripe for server virtualization but supportand configuration issues can trip up the unwary BY BRIEN M POSEY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The first thing that youneed to do is determinewhether Microsoft willsupport your intendedvirtualization softwareon the guest serverconfiguration you havein mind

Once yoursquove accessed the wizardchoose your SharePoint version fromthe PRODUCT drop-down list on thefirst screen The following screen asksyou to specify the server virtualiza-tion technology that you plan to usealong with your proposed choice ofguest operating system and system

architecture as shown in Figure 1Click NEXT to find out whether yourspecified configuration is supportedYoursquoll notice in Figure 2 (page 15) thatthe one I entered isnrsquot supportedthatrsquos because I selected the 32-bitx86 architecture and SharePoint 2010requires a 64-bit operating system

14 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Enter information about your planned virtualization platformon this screen

Figure 1

Enter information about your planned virtualization platformon this screen in Microsofts support-policy wizard

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 6: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

resource utilization on the serversThe whole point of BI has always

been to pull multiple data sourcestogether into a single view helpingbusiness executives and other usersmake better decisions by giving themclear concise data With the combi-nation of SharePoint 2010 and SQLServer 2008 R2mdashnot to mention ahealthy dose of Excel via Power-

Pivotmdashyou can more easily surface BIcapabilities to more users while stillkeeping the underlying data safe andsecure Putting BI data in more handsideally means even better businessdecisions and thatrsquos something worthworking toward

Don Jones is a senior partner and principal technol-ogist at strategic IT consulting firm ConcentratedTechnology LLC

7 SharePoint June 2011

raquoSTRATEGY++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Tables charts and other analytical elements created in PowerPivotcan be sent to SharePoint for collaboration purposes

PREDICT middot PROTECT middot PERFORMW W W N E V E R F A I LG R O U PCO M

Continuous Availability for SharePoint 2010

Protect individual SharePoint installations or complete SharePoint farms against unplanned outages and planned downtime

Provide a consistent approach that goes across SQL databases file system content and Exchange

Provide one SLA to protect the entire collaboration workflow and content management platform

512-327-5777 infousneverfailgroupcom

IN MANY COMPANIES employees areoften left to their own devices to learna new software platform when itsfirst implemented If therersquos any train-ing at all itrsquos usually hurried andincompleteAnd when it comes to steadily

evolving platforms with lots of collab-orative functionality and multipleways of managing information andprojects like SharePoint 2010 thatrsquosexactly the wrong way to go abouteducating users and getting them tomake the best use of the platformaccording to consultantsItrsquos also a mistake to be heavy

handed in training said Richard Har-bridge senior SharePoint evangelistat Allin Corp a Pittsburgh-basedconsulting and IT services firm Sim-ply imposing a new tool or a new setof rules and expectations when rollingout an enterprise-wide collaborationand content management strategy

can backfire especially when itrsquosdone in a traditional classroom set-ting he warnedInstead Harbridge said yoursquoll get

much better buy-in by demonstrating

how the software will make userslives easier and their businessprocesses more efficient He addedthat the key in passing on an under-standing of SharePointrsquos capabilitiesis relating real stories about how thecollaboration platform solves pain

9 SharePoint June 2011

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Best Practices for EffectiveSharePoint 2010 User TrainingGet expert advice on what to do and what not to do in training end userson how to get the most out of SharePoint 2010 BY JONATHAN GOURLAY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

ldquoIf the goal is to getme to use SharePointthen we need to focuson educating givingexamplesrdquomdashRICHARD HARBRIDGESenior SharePoint evangelist Allin Corp

points and adds value to everydaybusiness processesHarbridge likes to introduce Share-

Point by explaining its collaborationand data management capabilitiesIts also a good idea he said todemonstrate the transaction-basedscenarios of project management andportfolio management and how thedeliverables from those activitieswould be organized governed andimproved through the use of Share-Point This type of training can behighly structured and tightly tied tonew or existing policies or proceduresHe did note though that when

venturing into the social side ofSharePoint 2010 (wikis discussionboards blogging etc) enterprisesshould not dictate policies or proce-dures but offer guidelines In his opin-ion itrsquos important to approach bothtraining and the management of thatkind of unstructured information in adifferent way than you would with itstransactional counterpart All of thissaid Harbridge helps create empow-erment for users

A SHAREPOINT INITIATIVEWITH AN IT TWISTEmpowering employees is easierwith SharePoint 2010 in one respectbecause ldquoSharePoint is more userfriendly than many of the moreheavy-duty and sophisticated pro-gramsrdquo said Jennifer Baker a consult-

ant who specializes in records andinformation management and elec-tronic discoveryFocus on departments ripe for

making the best use of SharePoint

right away said Baker who workswith Chicago-based Cohasset Asso-ciates Inc The best way to achievebuy-in is to begin with ldquothe workforcethat will be involved in the rollout tohelp you train and help you deployrdquoshe said While it might seem obviousto pick the IT department IT hasoften been one of the last depart-ments to deploy anything for itselfldquoSo this is a twist on thatrdquo she said

explaining that instead of asking IT toimmediately train other groups on theplatform the department should beencouraged to fully deploy SharePointfor its own employees first Then onceIT realizes the value of full-on Share-Point adoption it will be better able tocommunicate that value to othersldquoIf you train [pilot users] hellip and they

10 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

ldquoProvide some guidanceand when SharePointbecomes valuable[to business users]that will drive adoptionrdquomdashROB KOPLOWITZPrincipal analyst Forrester Research Inc

are able to basically set up sites thatare retention-enabledrdquo said Bakerldquothat will trickle down to the entireorganization Thatrsquos number onerdquoNext it becomes a matter of pick-

ing other cross-enterprise depart-ments she said indicating that thelegal and human resources depart-ments might be good options asearly adopters ldquofor a cascading kind

11 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Getting Buy-in for SharePoint 2010The Deployment EffectldquoDEPLOYMENT IS KEYrdquo when it comes to training employees on the use of Share-Point 2010 according to Jennifer Baker a consultant with Chicago-basedCohasset Associates Baker said SharePoint training best practices are close-ly tied to the way the collaboration software is rolled out to the enterpriseHow thatrsquos done she noted will play a big role in determining whethertherersquos the across-the-board buy-in from business users that companiesshoot for Baker listed a handful of key points to consider when approachingSharePoint deployment

Keep in mind that SharePoint is an evolving software platform and thatpotential users need to understand its potential benefits Users should beasked what their pain points are and then shown how SharePoint 2010 canhelp solve them to improve productivity

Review task and information ownership within departments with an eyetoward management of the companyrsquos information assets ldquoItrsquos their infor-mationrdquo said Baker ldquoand employees need to understand their roles in bet-ter managing company informationrdquo

Review compliance with the companyrsquos retention schedules

Review compliance enforcement of the companyrsquos policies and processesfor putting a so-called legal hold on information that could be needed forlitigation purposes

Finally aim for consistency in managing information in all departmentsand ldquoget that consistency to go across the companyrdquo

of rolloutrdquoldquoThen you have to layer on to that

the rollout to the records manage-ment staffrdquo she suggested After thattraining might be extended to otherappropriate departments whererecords management retention andinformation governance issues arekey before designating experts tothen train other employees in morevertical departments

NOT JUST TRAININGmdashEDUCATION TOOldquoIf the goal is to get me to use Share-Point then we need to focus on edu-cating giving examplesrdquo said Har-bridge adding that its important forSharePoint educators to be able todemonstrate how the platform im-proves the business functions thatindividuals concentrate onldquoTherersquos a difference between edu-

cating someone and training some-onerdquo he said ldquoEducating is helpingsomeone understand somethingThen therersquos training and training isan optimization tool Itrsquos meant tooptimize a personrsquos ability so thatthey can accomplish things morequickly and efficientlyrdquoA combination approach is most

effective especially on a one-on-onebasis ldquoBut that of course has thehighest costrdquo Harbridge said Sowhile educating people in SharePointworks better in small groups it can

also work with larger groups if thegroup has common interests or com-mon pain points he saidRather than simply telling employ-

ees itrsquos a collaboration program askthem to begin doing proposals inSharePoint said Rob Koplowitz a vicepresident and principal analyst at For-rester Research Inc in CambridgeMass ldquoProvide some guidance andwhen SharePoint becomes valuablethat will drive adoptionrdquo he saidBut therersquos more to successful

SharePoint training than that Koplo-witz added ldquoNow that I know how touse the system it doesnrsquot necessarilymean I know when to use the systemor what the value proposition isrdquo hesaid ldquoTherersquos some really strong busi-ness value in identifying known sce-narios that are better served by usingsomething like SharePointrdquoA good approach said Koplowitz is

asking users to change the way theywork on projects By guiding themaway from the typical process theyrsquorecomfortable with to a new one theSharePoint platformrsquos business valuecan be established quickly ldquoYou layout the high level of functionality ithasrdquo he saidmdashand then the challengebecomes working interactively amongdepartments to establish adoptionacross the enterprise

Jonathan Gourlay is site and news editor for Search-ContentManagementcom He manages editorialcontent production for the site working with expertcontributors as well as writing news and features

12 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

13 SharePoint June 2011

SHAREPOINT 2010 farms usually consistof multiple SharePoint and SQL Serversystems all working together to pro-vide the necessary processing capa-bilities Because so many differentservers can be involved in a Share-Point farm the collaboration platformis a prime candidate for server virtu-alization SharePoint virtualizationcan dramatically cut hardware anddata center costs but there are someconsiderations that should be takeninto account prior to virtualizing aSharePoint installationThe first thing that you need to do

is determine whether Microsoft willsupport your intended virtualizationsoftware on the guest server configu-ration you have in mind Microsoftrsquosofficial support policy for SharePointServer 2010 embraces the companyrsquosown Hyper-V virtualization technolo-gy as yoursquod expect and then statesthat the collaboration software isnrsquotsupported in other environments

unless they are ldquoexplicitly referencedrdquoas part of its server virtualization vali-dation programThat means you can run SharePoint

2010 on Hyper-V without any support

problemsmdashbut if yoursquore thinkingabout using another virtualizationplatform you have to check to seeif itrsquos officially supported ThankfullyMicrosoft offers an online support-policy wizard that you can use to do so

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The Benefits and Challengesof SharePoint VirtualizationSharePoint environments are ripe for server virtualization but supportand configuration issues can trip up the unwary BY BRIEN M POSEY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The first thing that youneed to do is determinewhether Microsoft willsupport your intendedvirtualization softwareon the guest serverconfiguration you havein mind

Once yoursquove accessed the wizardchoose your SharePoint version fromthe PRODUCT drop-down list on thefirst screen The following screen asksyou to specify the server virtualiza-tion technology that you plan to usealong with your proposed choice ofguest operating system and system

architecture as shown in Figure 1Click NEXT to find out whether yourspecified configuration is supportedYoursquoll notice in Figure 2 (page 15) thatthe one I entered isnrsquot supportedthatrsquos because I selected the 32-bitx86 architecture and SharePoint 2010requires a 64-bit operating system

14 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Enter information about your planned virtualization platformon this screen

Figure 1

Enter information about your planned virtualization platformon this screen in Microsofts support-policy wizard

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 7: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

PREDICT middot PROTECT middot PERFORMW W W N E V E R F A I LG R O U PCO M

Continuous Availability for SharePoint 2010

Protect individual SharePoint installations or complete SharePoint farms against unplanned outages and planned downtime

Provide a consistent approach that goes across SQL databases file system content and Exchange

Provide one SLA to protect the entire collaboration workflow and content management platform

512-327-5777 infousneverfailgroupcom

IN MANY COMPANIES employees areoften left to their own devices to learna new software platform when itsfirst implemented If therersquos any train-ing at all itrsquos usually hurried andincompleteAnd when it comes to steadily

evolving platforms with lots of collab-orative functionality and multipleways of managing information andprojects like SharePoint 2010 thatrsquosexactly the wrong way to go abouteducating users and getting them tomake the best use of the platformaccording to consultantsItrsquos also a mistake to be heavy

handed in training said Richard Har-bridge senior SharePoint evangelistat Allin Corp a Pittsburgh-basedconsulting and IT services firm Sim-ply imposing a new tool or a new setof rules and expectations when rollingout an enterprise-wide collaborationand content management strategy

can backfire especially when itrsquosdone in a traditional classroom set-ting he warnedInstead Harbridge said yoursquoll get

much better buy-in by demonstrating

how the software will make userslives easier and their businessprocesses more efficient He addedthat the key in passing on an under-standing of SharePointrsquos capabilitiesis relating real stories about how thecollaboration platform solves pain

9 SharePoint June 2011

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Best Practices for EffectiveSharePoint 2010 User TrainingGet expert advice on what to do and what not to do in training end userson how to get the most out of SharePoint 2010 BY JONATHAN GOURLAY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

ldquoIf the goal is to getme to use SharePointthen we need to focuson educating givingexamplesrdquomdashRICHARD HARBRIDGESenior SharePoint evangelist Allin Corp

points and adds value to everydaybusiness processesHarbridge likes to introduce Share-

Point by explaining its collaborationand data management capabilitiesIts also a good idea he said todemonstrate the transaction-basedscenarios of project management andportfolio management and how thedeliverables from those activitieswould be organized governed andimproved through the use of Share-Point This type of training can behighly structured and tightly tied tonew or existing policies or proceduresHe did note though that when

venturing into the social side ofSharePoint 2010 (wikis discussionboards blogging etc) enterprisesshould not dictate policies or proce-dures but offer guidelines In his opin-ion itrsquos important to approach bothtraining and the management of thatkind of unstructured information in adifferent way than you would with itstransactional counterpart All of thissaid Harbridge helps create empow-erment for users

A SHAREPOINT INITIATIVEWITH AN IT TWISTEmpowering employees is easierwith SharePoint 2010 in one respectbecause ldquoSharePoint is more userfriendly than many of the moreheavy-duty and sophisticated pro-gramsrdquo said Jennifer Baker a consult-

ant who specializes in records andinformation management and elec-tronic discoveryFocus on departments ripe for

making the best use of SharePoint

right away said Baker who workswith Chicago-based Cohasset Asso-ciates Inc The best way to achievebuy-in is to begin with ldquothe workforcethat will be involved in the rollout tohelp you train and help you deployrdquoshe said While it might seem obviousto pick the IT department IT hasoften been one of the last depart-ments to deploy anything for itselfldquoSo this is a twist on thatrdquo she said

explaining that instead of asking IT toimmediately train other groups on theplatform the department should beencouraged to fully deploy SharePointfor its own employees first Then onceIT realizes the value of full-on Share-Point adoption it will be better able tocommunicate that value to othersldquoIf you train [pilot users] hellip and they

10 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

ldquoProvide some guidanceand when SharePointbecomes valuable[to business users]that will drive adoptionrdquomdashROB KOPLOWITZPrincipal analyst Forrester Research Inc

are able to basically set up sites thatare retention-enabledrdquo said Bakerldquothat will trickle down to the entireorganization Thatrsquos number onerdquoNext it becomes a matter of pick-

ing other cross-enterprise depart-ments she said indicating that thelegal and human resources depart-ments might be good options asearly adopters ldquofor a cascading kind

11 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Getting Buy-in for SharePoint 2010The Deployment EffectldquoDEPLOYMENT IS KEYrdquo when it comes to training employees on the use of Share-Point 2010 according to Jennifer Baker a consultant with Chicago-basedCohasset Associates Baker said SharePoint training best practices are close-ly tied to the way the collaboration software is rolled out to the enterpriseHow thatrsquos done she noted will play a big role in determining whethertherersquos the across-the-board buy-in from business users that companiesshoot for Baker listed a handful of key points to consider when approachingSharePoint deployment

Keep in mind that SharePoint is an evolving software platform and thatpotential users need to understand its potential benefits Users should beasked what their pain points are and then shown how SharePoint 2010 canhelp solve them to improve productivity

Review task and information ownership within departments with an eyetoward management of the companyrsquos information assets ldquoItrsquos their infor-mationrdquo said Baker ldquoand employees need to understand their roles in bet-ter managing company informationrdquo

Review compliance with the companyrsquos retention schedules

Review compliance enforcement of the companyrsquos policies and processesfor putting a so-called legal hold on information that could be needed forlitigation purposes

Finally aim for consistency in managing information in all departmentsand ldquoget that consistency to go across the companyrdquo

of rolloutrdquoldquoThen you have to layer on to that

the rollout to the records manage-ment staffrdquo she suggested After thattraining might be extended to otherappropriate departments whererecords management retention andinformation governance issues arekey before designating experts tothen train other employees in morevertical departments

NOT JUST TRAININGmdashEDUCATION TOOldquoIf the goal is to get me to use Share-Point then we need to focus on edu-cating giving examplesrdquo said Har-bridge adding that its important forSharePoint educators to be able todemonstrate how the platform im-proves the business functions thatindividuals concentrate onldquoTherersquos a difference between edu-

cating someone and training some-onerdquo he said ldquoEducating is helpingsomeone understand somethingThen therersquos training and training isan optimization tool Itrsquos meant tooptimize a personrsquos ability so thatthey can accomplish things morequickly and efficientlyrdquoA combination approach is most

effective especially on a one-on-onebasis ldquoBut that of course has thehighest costrdquo Harbridge said Sowhile educating people in SharePointworks better in small groups it can

also work with larger groups if thegroup has common interests or com-mon pain points he saidRather than simply telling employ-

ees itrsquos a collaboration program askthem to begin doing proposals inSharePoint said Rob Koplowitz a vicepresident and principal analyst at For-rester Research Inc in CambridgeMass ldquoProvide some guidance andwhen SharePoint becomes valuablethat will drive adoptionrdquo he saidBut therersquos more to successful

SharePoint training than that Koplo-witz added ldquoNow that I know how touse the system it doesnrsquot necessarilymean I know when to use the systemor what the value proposition isrdquo hesaid ldquoTherersquos some really strong busi-ness value in identifying known sce-narios that are better served by usingsomething like SharePointrdquoA good approach said Koplowitz is

asking users to change the way theywork on projects By guiding themaway from the typical process theyrsquorecomfortable with to a new one theSharePoint platformrsquos business valuecan be established quickly ldquoYou layout the high level of functionality ithasrdquo he saidmdashand then the challengebecomes working interactively amongdepartments to establish adoptionacross the enterprise

Jonathan Gourlay is site and news editor for Search-ContentManagementcom He manages editorialcontent production for the site working with expertcontributors as well as writing news and features

12 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

13 SharePoint June 2011

SHAREPOINT 2010 farms usually consistof multiple SharePoint and SQL Serversystems all working together to pro-vide the necessary processing capa-bilities Because so many differentservers can be involved in a Share-Point farm the collaboration platformis a prime candidate for server virtu-alization SharePoint virtualizationcan dramatically cut hardware anddata center costs but there are someconsiderations that should be takeninto account prior to virtualizing aSharePoint installationThe first thing that you need to do

is determine whether Microsoft willsupport your intended virtualizationsoftware on the guest server configu-ration you have in mind Microsoftrsquosofficial support policy for SharePointServer 2010 embraces the companyrsquosown Hyper-V virtualization technolo-gy as yoursquod expect and then statesthat the collaboration software isnrsquotsupported in other environments

unless they are ldquoexplicitly referencedrdquoas part of its server virtualization vali-dation programThat means you can run SharePoint

2010 on Hyper-V without any support

problemsmdashbut if yoursquore thinkingabout using another virtualizationplatform you have to check to seeif itrsquos officially supported ThankfullyMicrosoft offers an online support-policy wizard that you can use to do so

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The Benefits and Challengesof SharePoint VirtualizationSharePoint environments are ripe for server virtualization but supportand configuration issues can trip up the unwary BY BRIEN M POSEY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The first thing that youneed to do is determinewhether Microsoft willsupport your intendedvirtualization softwareon the guest serverconfiguration you havein mind

Once yoursquove accessed the wizardchoose your SharePoint version fromthe PRODUCT drop-down list on thefirst screen The following screen asksyou to specify the server virtualiza-tion technology that you plan to usealong with your proposed choice ofguest operating system and system

architecture as shown in Figure 1Click NEXT to find out whether yourspecified configuration is supportedYoursquoll notice in Figure 2 (page 15) thatthe one I entered isnrsquot supportedthatrsquos because I selected the 32-bitx86 architecture and SharePoint 2010requires a 64-bit operating system

14 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Enter information about your planned virtualization platformon this screen

Figure 1

Enter information about your planned virtualization platformon this screen in Microsofts support-policy wizard

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 8: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

IN MANY COMPANIES employees areoften left to their own devices to learna new software platform when itsfirst implemented If therersquos any train-ing at all itrsquos usually hurried andincompleteAnd when it comes to steadily

evolving platforms with lots of collab-orative functionality and multipleways of managing information andprojects like SharePoint 2010 thatrsquosexactly the wrong way to go abouteducating users and getting them tomake the best use of the platformaccording to consultantsItrsquos also a mistake to be heavy

handed in training said Richard Har-bridge senior SharePoint evangelistat Allin Corp a Pittsburgh-basedconsulting and IT services firm Sim-ply imposing a new tool or a new setof rules and expectations when rollingout an enterprise-wide collaborationand content management strategy

can backfire especially when itrsquosdone in a traditional classroom set-ting he warnedInstead Harbridge said yoursquoll get

much better buy-in by demonstrating

how the software will make userslives easier and their businessprocesses more efficient He addedthat the key in passing on an under-standing of SharePointrsquos capabilitiesis relating real stories about how thecollaboration platform solves pain

9 SharePoint June 2011

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Best Practices for EffectiveSharePoint 2010 User TrainingGet expert advice on what to do and what not to do in training end userson how to get the most out of SharePoint 2010 BY JONATHAN GOURLAY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

ldquoIf the goal is to getme to use SharePointthen we need to focuson educating givingexamplesrdquomdashRICHARD HARBRIDGESenior SharePoint evangelist Allin Corp

points and adds value to everydaybusiness processesHarbridge likes to introduce Share-

Point by explaining its collaborationand data management capabilitiesIts also a good idea he said todemonstrate the transaction-basedscenarios of project management andportfolio management and how thedeliverables from those activitieswould be organized governed andimproved through the use of Share-Point This type of training can behighly structured and tightly tied tonew or existing policies or proceduresHe did note though that when

venturing into the social side ofSharePoint 2010 (wikis discussionboards blogging etc) enterprisesshould not dictate policies or proce-dures but offer guidelines In his opin-ion itrsquos important to approach bothtraining and the management of thatkind of unstructured information in adifferent way than you would with itstransactional counterpart All of thissaid Harbridge helps create empow-erment for users

A SHAREPOINT INITIATIVEWITH AN IT TWISTEmpowering employees is easierwith SharePoint 2010 in one respectbecause ldquoSharePoint is more userfriendly than many of the moreheavy-duty and sophisticated pro-gramsrdquo said Jennifer Baker a consult-

ant who specializes in records andinformation management and elec-tronic discoveryFocus on departments ripe for

making the best use of SharePoint

right away said Baker who workswith Chicago-based Cohasset Asso-ciates Inc The best way to achievebuy-in is to begin with ldquothe workforcethat will be involved in the rollout tohelp you train and help you deployrdquoshe said While it might seem obviousto pick the IT department IT hasoften been one of the last depart-ments to deploy anything for itselfldquoSo this is a twist on thatrdquo she said

explaining that instead of asking IT toimmediately train other groups on theplatform the department should beencouraged to fully deploy SharePointfor its own employees first Then onceIT realizes the value of full-on Share-Point adoption it will be better able tocommunicate that value to othersldquoIf you train [pilot users] hellip and they

10 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

ldquoProvide some guidanceand when SharePointbecomes valuable[to business users]that will drive adoptionrdquomdashROB KOPLOWITZPrincipal analyst Forrester Research Inc

are able to basically set up sites thatare retention-enabledrdquo said Bakerldquothat will trickle down to the entireorganization Thatrsquos number onerdquoNext it becomes a matter of pick-

ing other cross-enterprise depart-ments she said indicating that thelegal and human resources depart-ments might be good options asearly adopters ldquofor a cascading kind

11 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Getting Buy-in for SharePoint 2010The Deployment EffectldquoDEPLOYMENT IS KEYrdquo when it comes to training employees on the use of Share-Point 2010 according to Jennifer Baker a consultant with Chicago-basedCohasset Associates Baker said SharePoint training best practices are close-ly tied to the way the collaboration software is rolled out to the enterpriseHow thatrsquos done she noted will play a big role in determining whethertherersquos the across-the-board buy-in from business users that companiesshoot for Baker listed a handful of key points to consider when approachingSharePoint deployment

Keep in mind that SharePoint is an evolving software platform and thatpotential users need to understand its potential benefits Users should beasked what their pain points are and then shown how SharePoint 2010 canhelp solve them to improve productivity

Review task and information ownership within departments with an eyetoward management of the companyrsquos information assets ldquoItrsquos their infor-mationrdquo said Baker ldquoand employees need to understand their roles in bet-ter managing company informationrdquo

Review compliance with the companyrsquos retention schedules

Review compliance enforcement of the companyrsquos policies and processesfor putting a so-called legal hold on information that could be needed forlitigation purposes

Finally aim for consistency in managing information in all departmentsand ldquoget that consistency to go across the companyrdquo

of rolloutrdquoldquoThen you have to layer on to that

the rollout to the records manage-ment staffrdquo she suggested After thattraining might be extended to otherappropriate departments whererecords management retention andinformation governance issues arekey before designating experts tothen train other employees in morevertical departments

NOT JUST TRAININGmdashEDUCATION TOOldquoIf the goal is to get me to use Share-Point then we need to focus on edu-cating giving examplesrdquo said Har-bridge adding that its important forSharePoint educators to be able todemonstrate how the platform im-proves the business functions thatindividuals concentrate onldquoTherersquos a difference between edu-

cating someone and training some-onerdquo he said ldquoEducating is helpingsomeone understand somethingThen therersquos training and training isan optimization tool Itrsquos meant tooptimize a personrsquos ability so thatthey can accomplish things morequickly and efficientlyrdquoA combination approach is most

effective especially on a one-on-onebasis ldquoBut that of course has thehighest costrdquo Harbridge said Sowhile educating people in SharePointworks better in small groups it can

also work with larger groups if thegroup has common interests or com-mon pain points he saidRather than simply telling employ-

ees itrsquos a collaboration program askthem to begin doing proposals inSharePoint said Rob Koplowitz a vicepresident and principal analyst at For-rester Research Inc in CambridgeMass ldquoProvide some guidance andwhen SharePoint becomes valuablethat will drive adoptionrdquo he saidBut therersquos more to successful

SharePoint training than that Koplo-witz added ldquoNow that I know how touse the system it doesnrsquot necessarilymean I know when to use the systemor what the value proposition isrdquo hesaid ldquoTherersquos some really strong busi-ness value in identifying known sce-narios that are better served by usingsomething like SharePointrdquoA good approach said Koplowitz is

asking users to change the way theywork on projects By guiding themaway from the typical process theyrsquorecomfortable with to a new one theSharePoint platformrsquos business valuecan be established quickly ldquoYou layout the high level of functionality ithasrdquo he saidmdashand then the challengebecomes working interactively amongdepartments to establish adoptionacross the enterprise

Jonathan Gourlay is site and news editor for Search-ContentManagementcom He manages editorialcontent production for the site working with expertcontributors as well as writing news and features

12 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

13 SharePoint June 2011

SHAREPOINT 2010 farms usually consistof multiple SharePoint and SQL Serversystems all working together to pro-vide the necessary processing capa-bilities Because so many differentservers can be involved in a Share-Point farm the collaboration platformis a prime candidate for server virtu-alization SharePoint virtualizationcan dramatically cut hardware anddata center costs but there are someconsiderations that should be takeninto account prior to virtualizing aSharePoint installationThe first thing that you need to do

is determine whether Microsoft willsupport your intended virtualizationsoftware on the guest server configu-ration you have in mind Microsoftrsquosofficial support policy for SharePointServer 2010 embraces the companyrsquosown Hyper-V virtualization technolo-gy as yoursquod expect and then statesthat the collaboration software isnrsquotsupported in other environments

unless they are ldquoexplicitly referencedrdquoas part of its server virtualization vali-dation programThat means you can run SharePoint

2010 on Hyper-V without any support

problemsmdashbut if yoursquore thinkingabout using another virtualizationplatform you have to check to seeif itrsquos officially supported ThankfullyMicrosoft offers an online support-policy wizard that you can use to do so

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The Benefits and Challengesof SharePoint VirtualizationSharePoint environments are ripe for server virtualization but supportand configuration issues can trip up the unwary BY BRIEN M POSEY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The first thing that youneed to do is determinewhether Microsoft willsupport your intendedvirtualization softwareon the guest serverconfiguration you havein mind

Once yoursquove accessed the wizardchoose your SharePoint version fromthe PRODUCT drop-down list on thefirst screen The following screen asksyou to specify the server virtualiza-tion technology that you plan to usealong with your proposed choice ofguest operating system and system

architecture as shown in Figure 1Click NEXT to find out whether yourspecified configuration is supportedYoursquoll notice in Figure 2 (page 15) thatthe one I entered isnrsquot supportedthatrsquos because I selected the 32-bitx86 architecture and SharePoint 2010requires a 64-bit operating system

14 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Enter information about your planned virtualization platformon this screen

Figure 1

Enter information about your planned virtualization platformon this screen in Microsofts support-policy wizard

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 9: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

points and adds value to everydaybusiness processesHarbridge likes to introduce Share-

Point by explaining its collaborationand data management capabilitiesIts also a good idea he said todemonstrate the transaction-basedscenarios of project management andportfolio management and how thedeliverables from those activitieswould be organized governed andimproved through the use of Share-Point This type of training can behighly structured and tightly tied tonew or existing policies or proceduresHe did note though that when

venturing into the social side ofSharePoint 2010 (wikis discussionboards blogging etc) enterprisesshould not dictate policies or proce-dures but offer guidelines In his opin-ion itrsquos important to approach bothtraining and the management of thatkind of unstructured information in adifferent way than you would with itstransactional counterpart All of thissaid Harbridge helps create empow-erment for users

A SHAREPOINT INITIATIVEWITH AN IT TWISTEmpowering employees is easierwith SharePoint 2010 in one respectbecause ldquoSharePoint is more userfriendly than many of the moreheavy-duty and sophisticated pro-gramsrdquo said Jennifer Baker a consult-

ant who specializes in records andinformation management and elec-tronic discoveryFocus on departments ripe for

making the best use of SharePoint

right away said Baker who workswith Chicago-based Cohasset Asso-ciates Inc The best way to achievebuy-in is to begin with ldquothe workforcethat will be involved in the rollout tohelp you train and help you deployrdquoshe said While it might seem obviousto pick the IT department IT hasoften been one of the last depart-ments to deploy anything for itselfldquoSo this is a twist on thatrdquo she said

explaining that instead of asking IT toimmediately train other groups on theplatform the department should beencouraged to fully deploy SharePointfor its own employees first Then onceIT realizes the value of full-on Share-Point adoption it will be better able tocommunicate that value to othersldquoIf you train [pilot users] hellip and they

10 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

ldquoProvide some guidanceand when SharePointbecomes valuable[to business users]that will drive adoptionrdquomdashROB KOPLOWITZPrincipal analyst Forrester Research Inc

are able to basically set up sites thatare retention-enabledrdquo said Bakerldquothat will trickle down to the entireorganization Thatrsquos number onerdquoNext it becomes a matter of pick-

ing other cross-enterprise depart-ments she said indicating that thelegal and human resources depart-ments might be good options asearly adopters ldquofor a cascading kind

11 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Getting Buy-in for SharePoint 2010The Deployment EffectldquoDEPLOYMENT IS KEYrdquo when it comes to training employees on the use of Share-Point 2010 according to Jennifer Baker a consultant with Chicago-basedCohasset Associates Baker said SharePoint training best practices are close-ly tied to the way the collaboration software is rolled out to the enterpriseHow thatrsquos done she noted will play a big role in determining whethertherersquos the across-the-board buy-in from business users that companiesshoot for Baker listed a handful of key points to consider when approachingSharePoint deployment

Keep in mind that SharePoint is an evolving software platform and thatpotential users need to understand its potential benefits Users should beasked what their pain points are and then shown how SharePoint 2010 canhelp solve them to improve productivity

Review task and information ownership within departments with an eyetoward management of the companyrsquos information assets ldquoItrsquos their infor-mationrdquo said Baker ldquoand employees need to understand their roles in bet-ter managing company informationrdquo

Review compliance with the companyrsquos retention schedules

Review compliance enforcement of the companyrsquos policies and processesfor putting a so-called legal hold on information that could be needed forlitigation purposes

Finally aim for consistency in managing information in all departmentsand ldquoget that consistency to go across the companyrdquo

of rolloutrdquoldquoThen you have to layer on to that

the rollout to the records manage-ment staffrdquo she suggested After thattraining might be extended to otherappropriate departments whererecords management retention andinformation governance issues arekey before designating experts tothen train other employees in morevertical departments

NOT JUST TRAININGmdashEDUCATION TOOldquoIf the goal is to get me to use Share-Point then we need to focus on edu-cating giving examplesrdquo said Har-bridge adding that its important forSharePoint educators to be able todemonstrate how the platform im-proves the business functions thatindividuals concentrate onldquoTherersquos a difference between edu-

cating someone and training some-onerdquo he said ldquoEducating is helpingsomeone understand somethingThen therersquos training and training isan optimization tool Itrsquos meant tooptimize a personrsquos ability so thatthey can accomplish things morequickly and efficientlyrdquoA combination approach is most

effective especially on a one-on-onebasis ldquoBut that of course has thehighest costrdquo Harbridge said Sowhile educating people in SharePointworks better in small groups it can

also work with larger groups if thegroup has common interests or com-mon pain points he saidRather than simply telling employ-

ees itrsquos a collaboration program askthem to begin doing proposals inSharePoint said Rob Koplowitz a vicepresident and principal analyst at For-rester Research Inc in CambridgeMass ldquoProvide some guidance andwhen SharePoint becomes valuablethat will drive adoptionrdquo he saidBut therersquos more to successful

SharePoint training than that Koplo-witz added ldquoNow that I know how touse the system it doesnrsquot necessarilymean I know when to use the systemor what the value proposition isrdquo hesaid ldquoTherersquos some really strong busi-ness value in identifying known sce-narios that are better served by usingsomething like SharePointrdquoA good approach said Koplowitz is

asking users to change the way theywork on projects By guiding themaway from the typical process theyrsquorecomfortable with to a new one theSharePoint platformrsquos business valuecan be established quickly ldquoYou layout the high level of functionality ithasrdquo he saidmdashand then the challengebecomes working interactively amongdepartments to establish adoptionacross the enterprise

Jonathan Gourlay is site and news editor for Search-ContentManagementcom He manages editorialcontent production for the site working with expertcontributors as well as writing news and features

12 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

13 SharePoint June 2011

SHAREPOINT 2010 farms usually consistof multiple SharePoint and SQL Serversystems all working together to pro-vide the necessary processing capa-bilities Because so many differentservers can be involved in a Share-Point farm the collaboration platformis a prime candidate for server virtu-alization SharePoint virtualizationcan dramatically cut hardware anddata center costs but there are someconsiderations that should be takeninto account prior to virtualizing aSharePoint installationThe first thing that you need to do

is determine whether Microsoft willsupport your intended virtualizationsoftware on the guest server configu-ration you have in mind Microsoftrsquosofficial support policy for SharePointServer 2010 embraces the companyrsquosown Hyper-V virtualization technolo-gy as yoursquod expect and then statesthat the collaboration software isnrsquotsupported in other environments

unless they are ldquoexplicitly referencedrdquoas part of its server virtualization vali-dation programThat means you can run SharePoint

2010 on Hyper-V without any support

problemsmdashbut if yoursquore thinkingabout using another virtualizationplatform you have to check to seeif itrsquos officially supported ThankfullyMicrosoft offers an online support-policy wizard that you can use to do so

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The Benefits and Challengesof SharePoint VirtualizationSharePoint environments are ripe for server virtualization but supportand configuration issues can trip up the unwary BY BRIEN M POSEY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The first thing that youneed to do is determinewhether Microsoft willsupport your intendedvirtualization softwareon the guest serverconfiguration you havein mind

Once yoursquove accessed the wizardchoose your SharePoint version fromthe PRODUCT drop-down list on thefirst screen The following screen asksyou to specify the server virtualiza-tion technology that you plan to usealong with your proposed choice ofguest operating system and system

architecture as shown in Figure 1Click NEXT to find out whether yourspecified configuration is supportedYoursquoll notice in Figure 2 (page 15) thatthe one I entered isnrsquot supportedthatrsquos because I selected the 32-bitx86 architecture and SharePoint 2010requires a 64-bit operating system

14 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Enter information about your planned virtualization platformon this screen

Figure 1

Enter information about your planned virtualization platformon this screen in Microsofts support-policy wizard

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 10: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

are able to basically set up sites thatare retention-enabledrdquo said Bakerldquothat will trickle down to the entireorganization Thatrsquos number onerdquoNext it becomes a matter of pick-

ing other cross-enterprise depart-ments she said indicating that thelegal and human resources depart-ments might be good options asearly adopters ldquofor a cascading kind

11 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Getting Buy-in for SharePoint 2010The Deployment EffectldquoDEPLOYMENT IS KEYrdquo when it comes to training employees on the use of Share-Point 2010 according to Jennifer Baker a consultant with Chicago-basedCohasset Associates Baker said SharePoint training best practices are close-ly tied to the way the collaboration software is rolled out to the enterpriseHow thatrsquos done she noted will play a big role in determining whethertherersquos the across-the-board buy-in from business users that companiesshoot for Baker listed a handful of key points to consider when approachingSharePoint deployment

Keep in mind that SharePoint is an evolving software platform and thatpotential users need to understand its potential benefits Users should beasked what their pain points are and then shown how SharePoint 2010 canhelp solve them to improve productivity

Review task and information ownership within departments with an eyetoward management of the companyrsquos information assets ldquoItrsquos their infor-mationrdquo said Baker ldquoand employees need to understand their roles in bet-ter managing company informationrdquo

Review compliance with the companyrsquos retention schedules

Review compliance enforcement of the companyrsquos policies and processesfor putting a so-called legal hold on information that could be needed forlitigation purposes

Finally aim for consistency in managing information in all departmentsand ldquoget that consistency to go across the companyrdquo

of rolloutrdquoldquoThen you have to layer on to that

the rollout to the records manage-ment staffrdquo she suggested After thattraining might be extended to otherappropriate departments whererecords management retention andinformation governance issues arekey before designating experts tothen train other employees in morevertical departments

NOT JUST TRAININGmdashEDUCATION TOOldquoIf the goal is to get me to use Share-Point then we need to focus on edu-cating giving examplesrdquo said Har-bridge adding that its important forSharePoint educators to be able todemonstrate how the platform im-proves the business functions thatindividuals concentrate onldquoTherersquos a difference between edu-

cating someone and training some-onerdquo he said ldquoEducating is helpingsomeone understand somethingThen therersquos training and training isan optimization tool Itrsquos meant tooptimize a personrsquos ability so thatthey can accomplish things morequickly and efficientlyrdquoA combination approach is most

effective especially on a one-on-onebasis ldquoBut that of course has thehighest costrdquo Harbridge said Sowhile educating people in SharePointworks better in small groups it can

also work with larger groups if thegroup has common interests or com-mon pain points he saidRather than simply telling employ-

ees itrsquos a collaboration program askthem to begin doing proposals inSharePoint said Rob Koplowitz a vicepresident and principal analyst at For-rester Research Inc in CambridgeMass ldquoProvide some guidance andwhen SharePoint becomes valuablethat will drive adoptionrdquo he saidBut therersquos more to successful

SharePoint training than that Koplo-witz added ldquoNow that I know how touse the system it doesnrsquot necessarilymean I know when to use the systemor what the value proposition isrdquo hesaid ldquoTherersquos some really strong busi-ness value in identifying known sce-narios that are better served by usingsomething like SharePointrdquoA good approach said Koplowitz is

asking users to change the way theywork on projects By guiding themaway from the typical process theyrsquorecomfortable with to a new one theSharePoint platformrsquos business valuecan be established quickly ldquoYou layout the high level of functionality ithasrdquo he saidmdashand then the challengebecomes working interactively amongdepartments to establish adoptionacross the enterprise

Jonathan Gourlay is site and news editor for Search-ContentManagementcom He manages editorialcontent production for the site working with expertcontributors as well as writing news and features

12 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

13 SharePoint June 2011

SHAREPOINT 2010 farms usually consistof multiple SharePoint and SQL Serversystems all working together to pro-vide the necessary processing capa-bilities Because so many differentservers can be involved in a Share-Point farm the collaboration platformis a prime candidate for server virtu-alization SharePoint virtualizationcan dramatically cut hardware anddata center costs but there are someconsiderations that should be takeninto account prior to virtualizing aSharePoint installationThe first thing that you need to do

is determine whether Microsoft willsupport your intended virtualizationsoftware on the guest server configu-ration you have in mind Microsoftrsquosofficial support policy for SharePointServer 2010 embraces the companyrsquosown Hyper-V virtualization technolo-gy as yoursquod expect and then statesthat the collaboration software isnrsquotsupported in other environments

unless they are ldquoexplicitly referencedrdquoas part of its server virtualization vali-dation programThat means you can run SharePoint

2010 on Hyper-V without any support

problemsmdashbut if yoursquore thinkingabout using another virtualizationplatform you have to check to seeif itrsquos officially supported ThankfullyMicrosoft offers an online support-policy wizard that you can use to do so

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The Benefits and Challengesof SharePoint VirtualizationSharePoint environments are ripe for server virtualization but supportand configuration issues can trip up the unwary BY BRIEN M POSEY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The first thing that youneed to do is determinewhether Microsoft willsupport your intendedvirtualization softwareon the guest serverconfiguration you havein mind

Once yoursquove accessed the wizardchoose your SharePoint version fromthe PRODUCT drop-down list on thefirst screen The following screen asksyou to specify the server virtualiza-tion technology that you plan to usealong with your proposed choice ofguest operating system and system

architecture as shown in Figure 1Click NEXT to find out whether yourspecified configuration is supportedYoursquoll notice in Figure 2 (page 15) thatthe one I entered isnrsquot supportedthatrsquos because I selected the 32-bitx86 architecture and SharePoint 2010requires a 64-bit operating system

14 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Enter information about your planned virtualization platformon this screen

Figure 1

Enter information about your planned virtualization platformon this screen in Microsofts support-policy wizard

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 11: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

of rolloutrdquoldquoThen you have to layer on to that

the rollout to the records manage-ment staffrdquo she suggested After thattraining might be extended to otherappropriate departments whererecords management retention andinformation governance issues arekey before designating experts tothen train other employees in morevertical departments

NOT JUST TRAININGmdashEDUCATION TOOldquoIf the goal is to get me to use Share-Point then we need to focus on edu-cating giving examplesrdquo said Har-bridge adding that its important forSharePoint educators to be able todemonstrate how the platform im-proves the business functions thatindividuals concentrate onldquoTherersquos a difference between edu-

cating someone and training some-onerdquo he said ldquoEducating is helpingsomeone understand somethingThen therersquos training and training isan optimization tool Itrsquos meant tooptimize a personrsquos ability so thatthey can accomplish things morequickly and efficientlyrdquoA combination approach is most

effective especially on a one-on-onebasis ldquoBut that of course has thehighest costrdquo Harbridge said Sowhile educating people in SharePointworks better in small groups it can

also work with larger groups if thegroup has common interests or com-mon pain points he saidRather than simply telling employ-

ees itrsquos a collaboration program askthem to begin doing proposals inSharePoint said Rob Koplowitz a vicepresident and principal analyst at For-rester Research Inc in CambridgeMass ldquoProvide some guidance andwhen SharePoint becomes valuablethat will drive adoptionrdquo he saidBut therersquos more to successful

SharePoint training than that Koplo-witz added ldquoNow that I know how touse the system it doesnrsquot necessarilymean I know when to use the systemor what the value proposition isrdquo hesaid ldquoTherersquos some really strong busi-ness value in identifying known sce-narios that are better served by usingsomething like SharePointrdquoA good approach said Koplowitz is

asking users to change the way theywork on projects By guiding themaway from the typical process theyrsquorecomfortable with to a new one theSharePoint platformrsquos business valuecan be established quickly ldquoYou layout the high level of functionality ithasrdquo he saidmdashand then the challengebecomes working interactively amongdepartments to establish adoptionacross the enterprise

Jonathan Gourlay is site and news editor for Search-ContentManagementcom He manages editorialcontent production for the site working with expertcontributors as well as writing news and features

12 SharePoint June 2011

raquo IMPLEMENTATION++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

13 SharePoint June 2011

SHAREPOINT 2010 farms usually consistof multiple SharePoint and SQL Serversystems all working together to pro-vide the necessary processing capa-bilities Because so many differentservers can be involved in a Share-Point farm the collaboration platformis a prime candidate for server virtu-alization SharePoint virtualizationcan dramatically cut hardware anddata center costs but there are someconsiderations that should be takeninto account prior to virtualizing aSharePoint installationThe first thing that you need to do

is determine whether Microsoft willsupport your intended virtualizationsoftware on the guest server configu-ration you have in mind Microsoftrsquosofficial support policy for SharePointServer 2010 embraces the companyrsquosown Hyper-V virtualization technolo-gy as yoursquod expect and then statesthat the collaboration software isnrsquotsupported in other environments

unless they are ldquoexplicitly referencedrdquoas part of its server virtualization vali-dation programThat means you can run SharePoint

2010 on Hyper-V without any support

problemsmdashbut if yoursquore thinkingabout using another virtualizationplatform you have to check to seeif itrsquos officially supported ThankfullyMicrosoft offers an online support-policy wizard that you can use to do so

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The Benefits and Challengesof SharePoint VirtualizationSharePoint environments are ripe for server virtualization but supportand configuration issues can trip up the unwary BY BRIEN M POSEY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The first thing that youneed to do is determinewhether Microsoft willsupport your intendedvirtualization softwareon the guest serverconfiguration you havein mind

Once yoursquove accessed the wizardchoose your SharePoint version fromthe PRODUCT drop-down list on thefirst screen The following screen asksyou to specify the server virtualiza-tion technology that you plan to usealong with your proposed choice ofguest operating system and system

architecture as shown in Figure 1Click NEXT to find out whether yourspecified configuration is supportedYoursquoll notice in Figure 2 (page 15) thatthe one I entered isnrsquot supportedthatrsquos because I selected the 32-bitx86 architecture and SharePoint 2010requires a 64-bit operating system

14 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Enter information about your planned virtualization platformon this screen

Figure 1

Enter information about your planned virtualization platformon this screen in Microsofts support-policy wizard

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 12: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

13 SharePoint June 2011

SHAREPOINT 2010 farms usually consistof multiple SharePoint and SQL Serversystems all working together to pro-vide the necessary processing capa-bilities Because so many differentservers can be involved in a Share-Point farm the collaboration platformis a prime candidate for server virtu-alization SharePoint virtualizationcan dramatically cut hardware anddata center costs but there are someconsiderations that should be takeninto account prior to virtualizing aSharePoint installationThe first thing that you need to do

is determine whether Microsoft willsupport your intended virtualizationsoftware on the guest server configu-ration you have in mind Microsoftrsquosofficial support policy for SharePointServer 2010 embraces the companyrsquosown Hyper-V virtualization technolo-gy as yoursquod expect and then statesthat the collaboration software isnrsquotsupported in other environments

unless they are ldquoexplicitly referencedrdquoas part of its server virtualization vali-dation programThat means you can run SharePoint

2010 on Hyper-V without any support

problemsmdashbut if yoursquore thinkingabout using another virtualizationplatform you have to check to seeif itrsquos officially supported ThankfullyMicrosoft offers an online support-policy wizard that you can use to do so

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The Benefits and Challengesof SharePoint VirtualizationSharePoint environments are ripe for server virtualization but supportand configuration issues can trip up the unwary BY BRIEN M POSEY

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

The first thing that youneed to do is determinewhether Microsoft willsupport your intendedvirtualization softwareon the guest serverconfiguration you havein mind

Once yoursquove accessed the wizardchoose your SharePoint version fromthe PRODUCT drop-down list on thefirst screen The following screen asksyou to specify the server virtualiza-tion technology that you plan to usealong with your proposed choice ofguest operating system and system

architecture as shown in Figure 1Click NEXT to find out whether yourspecified configuration is supportedYoursquoll notice in Figure 2 (page 15) thatthe one I entered isnrsquot supportedthatrsquos because I selected the 32-bitx86 architecture and SharePoint 2010requires a 64-bit operating system

14 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Enter information about your planned virtualization platformon this screen

Figure 1

Enter information about your planned virtualization platformon this screen in Microsofts support-policy wizard

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 13: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

Once yoursquove accessed the wizardchoose your SharePoint version fromthe PRODUCT drop-down list on thefirst screen The following screen asksyou to specify the server virtualiza-tion technology that you plan to usealong with your proposed choice ofguest operating system and system

architecture as shown in Figure 1Click NEXT to find out whether yourspecified configuration is supportedYoursquoll notice in Figure 2 (page 15) thatthe one I entered isnrsquot supportedthatrsquos because I selected the 32-bitx86 architecture and SharePoint 2010requires a 64-bit operating system

14 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 1

Enter information about your planned virtualization platformon this screen

Figure 1

Enter information about your planned virtualization platformon this screen in Microsofts support-policy wizard

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 14: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

DONrsquoT PUT YOURSHAREPOINT VIRTUALIZATIONEGGS IN ONE BASKETOnce the support issue is settled itrsquostime to move on to the meat of theSharePoint virtualization processRegardless of whether your virtual-ized SharePoint deployment will belarge or small itrsquos important to

remember that SharePoint is oftenconsidered to be a mission-criticalapplication Therefore itrsquos critical thatyou avoid configurations that poten-tially could result in a single point offailure The following sections discusshow to steer clear of such problemsin both large and small organizationsFor smaller companies hardware

15 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Figure 2

The wizard tells you whether your intended configuration is supported

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 15: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

and software licensing costs may putfault-tolerant SharePoint configura-tions based entirely on physicalservers out of reach Such organiza-tions can benefit greatly from virtual-izing SharePoint systems Virtualiza-tion platforms enable you to buildfault-tolerant clusters at the hypervi-sor levelWhile there are financial costs in-

curred in the creation of such clustersthere are a couple of important bene-fits especially for organizations withlimited budgets First creating ahypervisor-level cluster means thatyou donrsquot have to build a separatecluster for each individual SharePointapplication In addition hypervisor-level clusters can provide fault-tolerance to applications that normallydonrsquot support true failover clusteringsuch as Domain Name System (DNS)servicesThat second benefit is particularly

important for organizations that arerunning SharePoint 2010 in theldquostandalonerdquo deployment modeStandalone deployments arenrsquot trueSharePoint farms so you canrsquot addadditional SharePoint servers tothem Likewise the fact that stand-alone deployments use an integratedSQL Server Express databaseinstalled directly on the SharePointserver means that itrsquos impossible totake advantage of failover clusteringat the SQL Server level However ahypervisor-level cluster will allow a

standalone SharePoint server tofailover to a different cluster node inthe event of a hardware failureIncidentally Microsoft recom-

mends that organizations needinga single SharePoint server create a

single server farm instead of usingthe standalone deployment optionbecause of the issues discussedabove Standalone deployments usu-ally should be reserved for laboratoryand testing environmentsMost large organizations with virtu-

alized data centers already havehypervisor-level clusters in placeEven so itrsquos still important to take

16 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You canrsquot skimp on thesystem resources youassign to virtual serversThatrsquos especially true ofmemory SharePoint2010 is a very memory-intensive applicationand if you fail to allocateenough to your virtual-ized SharePoint serversmemory contents thatarenrsquot being used willbe written to disk tofree up RAM

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 16: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

architecture into account when plan-ning a virtualized SharePoint farm toavoid potential issues with perform-ance and fault tolerance

AVOIDING PERFORMANCEBREAKDOWNS ON SHARE-POINT VIRTUALIZATIONFrom a performance perspectivethere are two main guidelines youneed to follow First you must makesure to either balance a host serverrsquosworkloads or allocate resources in away that will prevent one virtualmachine from affecting other VMsthat are running on the same serverWorkload balancing means pairing

high-demand VMs together withlower-demand ones on a host serverFor example if your SQL Server sys-tem consumes a lot of CPU time anddisk IO bandwidth you might put iton a host that runs low-demand serv-ices such as DNS or Dynamic HostConfiguration Protocol services Ofcourse itrsquos generally better to allocateresources specifically to a virtualmachine so that it wonrsquot deprive otherVMs of the resources they need Nor-mally that means avoiding the use ofdynamic memory and not overcom-mitting the host serverrsquos CPU cores Italso means using dedicated storage(and possibly even dedicated networkadapters) for high-demand VMsThe other thing to keep in mind on

SharePoint virtualization performance

is that you canrsquot skimp on the systemresources you assign to virtualservers Thatrsquos especially true ofmemory SharePoint 2010 is a verymemory-intensive application and ifyou fail to allocate enough to your vir-tualized SharePoint servers memorycontents that arenrsquot being used will

be written to disk to free up RAMThe process of moving data backand forth between memory and diskknown as paging will negativelyaffect VM performanceWhen it comes to fault tolerance

the most important thing to remem-ber is that you should spread yourVMs around in a way that will ensurethat a virtualized SharePoint farm willcontinue to function even in the eventthat an entire hypervisor-level servercluster failsFor example even if all of your vir-

tual machines are running on top of

17 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

You should spreadyour VMs around ina way that will ensurethat a virtualized Share-Point farm will continueto function even in theevent that an entirehypervisor-levelserver cluster fails

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 17: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

clustered host servers you can stillcreate virtualized cluster nodes foryour applications Microsoftrsquos recom-mendation for providing fault toler-ance to SharePoint applicationservers is to build a farm with multi-ple servers which could be scatteredacross VMs running within differenthypervisor-level clusters

Generally speaking creating a vir-tualized SharePoint environment isnrsquotreally all that different from settingup one based entirely on physicalservers However you must configureyour virtual machines in a way thatensures adequate performance foreach server while also providing faulttolerance to protect against systemfailures And of course donrsquot forgetto make sure that the technologyyoursquore looking to deploy wonrsquot breakyour SharePoint support contract

Brien M Posey is a seven-time Microsoft MVPwith two decades of IT experience Before becominga freelance technical writer Posey worked as CIOfor a national chain of hospitals and health carefacilities and as a network administrator for insur-ance companies and for the Department of Defense

18 SharePoint June 2011

raquoMANAGEMENT++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Editorrsquos Note

S

SharePoint-BIIntegrationBI Data forEveryone

I

Best Practicesfor Effective

SharePoint 2010User Training

M

The Benefitsand Challengesof SharePointVirtualization

Hannah SmalltreeEditorial Director

hsmalltreetechtargetcom

Craig StedmanExecutive Editor

cstedmantechtargetcom

Jonathan GourlaySite and News Editor

jgourlaytechtargetcom

Jason SparapaniCopy Editor

jsparapanitechtargetcom

Linda KouryDirector of Online Designlkourytechtargetcom

Michael BolducPublisher

mbolductechtargetcom

Michael NadeauDirector of Sales

mnadeautechtargetcom

TechTarget275 Grove Street

Newton MA 02466wwwtechtargetcom

copy2011 TECHTARGET ALL RIGHTS RESERVED

You must configureyour virtual machinesin a way that ensuresadequate performancefor each server

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 18: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

SPONSOR RESOURCES

See ad page 3

bull Proven Practices for Upgrading and Migrating to SharePoint Server 2010

bull Encouraging Greater SharePoint Adoption

bull SharePoint 2010 The Future of Enterprise Content Management

bull Microsoft Case Study Email Management with SharePoint 2010 and Colligo ContributorPro

bullWebinar 7 Things You Need to Know to Drive User Adoption of SharePoint

bullWhite Paper Why Client Technology is Important to Organizations That Deploy SharePoint

bull Converged Communications People and Applications in Synch

bull E-Guide Evaluating Collaboration Tools to Meet the Needs of IT Innovation

bull E-Guide Next Steps and Trends in Enterprise Content Management

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment

Page 19: SharePoint eZine_PRACTICAL IT STRATEGIES FOR ENTERPRISE COLLABORATION

SPONSOR RESOURCES

See ad page 8

bull Neverfail for SharePoint Whitepaper

bull Neverfail amp SharePoint 2010 - Integrated Disaster Recovery for Mission Critical Deployment