Best Practices to SharePoint Physical and Information Architecture Fundamentals

Name: Joel OlesonTitle: Sr. ArchitectCompany: Quest SoftwareTwitter: @joelolesonBlog: http://www.sharepointjoel.com

8+ Year SharePoint Veteran7 Years Microsoft SharePoint Team & ITThe First SharePoint AdminQuest Sr. SharePoint ArchitectLoves to Travel

45 Countries+

Swaziland Dancer

Who is SharePoint Joel?http://www.sharepointjoel.com

Audience PollSharePoint Admins?Less than 3 years in SharePoint?Belong to SharePoint &/or .NET user groups?

Watch Out for Killer Bunnies

Agenda…

SharePoint Best Practices: Architecture Fundamentals

Core Logical ArchitecturePhysical ArchitectureDesigning Information ArchitectureAvoid Common Mistakes

Bear Grills - SurvivalVideo

WSS 3.0 and SharePoint Server 2007

SharePoint Server 2007 Enterprise

SharePoint Server 2007

Standard

Windows SharePoint Services 3.0

Platform & Collaboration(blogs & wikis)

Doc Management, Web Content Management,

Search, & Portals

Web Forms, Excel Services,

BDC

MOSS FISFor Internet Sites

& Enterprise Intranet

Windows Internet

Connector

Intranet/ExtranetStandard

Fundamental Principle #1

IIS Web Sites = IIS Virtual Servers = Web Applications

IIS WSS 3.0 / SharePoint Server

Web Sites Web Applications

Physical Server

Web Application(s)

Top Level Site(s)

Site Collections

Site(s)/webs

Site Collection

Fundamental Principle #2

Consistency in HierarchyWSS 3.0

Web ApplicationsSite CollectionsSitesTemplates & Features

MOSS 2007Web ApplicationsSite CollectionsSitesTemplates & Features

Fundamental Principle #3

Servers Have Services are Are RolesServers have Roles

Web Front End (WFE)QueryCalculation (Excel)Index(Non SharePoint) Database Server

Simplified Really Just 3 RolesWFE/Query – 99%Index (App Tier)SQL

Note: Never put Query and Index on same server if there is another Query server!

Deployment InstallKey concepts

32 bit or 64bit binaries**Note: SharePoint 2010 requires 2008 64bit & 64bit SQL 2005 or 2008

InstallBasic NOT RECOMMENDED except for POCAdvanced – Allows you to connect to SQL

WFE only vs. Full installLanguage Packs (Downloads on the Web)

WSSMOSS

Ifilter pack +

Most Common Farms

WFE/Query

“All in One”

WFE/Query

Index

SQL SQL

All SP Roles

SQL

Key Factors in TopologyUsage

# UsersSolution (The answer before the question)

Authentication Type (Anonymous vs. AD)Caching Offload devices

Business & Tech RequirementsClient & Server Performance RequirementsSLAs (Uptime/High Availability Req.)WAN Considerations (Multi farm)

DataGBs/TBs of data Total # Files and Items (rare)

SharePoint in common…LOLCATS.COM

Fundamental Principle #3

You MUST learn the difference between site and site collection despite the confusion.

Site = Web = Spweb aka subwebSTSADM = WebUI=site

Site Collection = SpSiteSTSADM = SiteCentral Admin = SiteUI= Site Collection

•Basic Install (BAD

!)•

All On C D

rive•

No Backup

•Restore Com

plexity

Server•

All One site collection

•N

ot Configured: Quota, Expiration, Auditing, Versions,

Workflow

s, Meta D

ata capture•

All items view

default (flat)List and Site Collection

•O

ne database•

Db config (log and db location)

•N

o maintenance plan

Database

Defaults have Faults

POP QUIZ!!!!

What is the most scalable object in SharePoint?Site Collection

Can I run WFE and Query on one box and WFE Query Index on another?

NO!

Is a default basic install good enough to get started?

No! (Even be careful with proof of concept.)

Is Virtualization and SharePoint ok?

Yes!

WooHoo! You Pass SharePoint Fundamentals

– The New World

Containment Hierarchy

ItemsFiles, calendar items, contacts, customers, images, custom

Lists

Doc Lib, Pages, Events, Discussions, Surveys, etc…

* Sites

Wikis, Blogs, Team, Doc, Meeting Workspaces

* Site Collections

Internet, Intranet Portal, Wikis, Blogs, Team, Doc, MeetingDatabases

Content, Config, SSP, Search

* Web Applications

Central Admin, SSP Admin, Content

Servers

Web Front End, APP, SQL

* Farm

Internet, Extranet, Intranet

Joel's Cheat Sheet for Hosting

Dedicated

Farm(s

)

•Ideal for applications such as Project Server, Perform

ance Point, BDC applications, CRM

, Sales SAP/Siebel and Finance Solutions built on SharePoint

•G

reat for staged deployments i.e. dev, test, authoring to production

Web

App

•Ideal for point solutions, Records M

anagement, for Legal H

olds, department solutions, and

groups of site collections•

Mem

ory isolation and separate SSP such as Search Solutions

Site Collection

•Support 100s-100K+ sites

•Ideal for Collaborative environm

ents including intranets, Projects, extranets•

Docum

ent Managem

ent where scale is into +TBs

Sites

•Inform

ation and aggregation Portals such as Intranets•

WCM

Internet sites with page libraries

Endusersharepoint.com

SharePoint Server Logical Model

Permanent Central PortalWeb Application

Division Portals

Groups & Teams

Projects & Workspaces

My Sites

PermanentStructured SharePoint Server Sites

SharePoint ServerSites

Ad HocWSS SiteTemplates

Permanent Division PortalsWeb Applications or Site Collections

Adhoc Team SitesConsider Charge BackTo reduce support hit.

1 per User

CentralPortal

ServiceOffering

Planning for *REAL* Capacity BoundariesUnit TechNet Max Joel’s Guideline Joel’s MAX

Web Apps per Farm

8 5 Content Webapps with 8GB RAM

I recommend no more app pools than 1 per every 2GB of RAM

Databases per WebApp

- 100 per SQL server 100 or less if using DB Mirroring

Site Collection per Web App

50,000 also listed as 100,000 and 150,000 depending on ref

100,0000 150,000

Size per content database

- 100GB 1 TB with serious list and site optimization (super advanced only)

Size per Site Collection

- 15GB in multi-tenant DB100GB in dedicated DB

25GB in multi1TB in dedicated Db

Sites in Site (Web) 2000 100 200

Items per List 2000 items per view Use Custom Views, Indexed columns and search UI for large lists

I recommend view Item limit of 100 or 1000.

Plan for Software BoundariesPlan your lists and libraries

Throughput differences between flat document library vs. document library with folders

Top Performance Killers

1. Indexing/Crawling2. Backup (SQL & Tape)3. Profile Import4. Misc Timer Jobs – User Sync for large #s of

Users5. STSADM Backup/Restore6. Large List Operations7. Heavy User Operation List Import/Write

Understanding the SharePoint Databases

Farm

• Config• Servers• Web Apps• Solutions• Global

Config

Web App

• Content• Site

Collections• Sites• Lists• Pages• Documents• DWPs

SSP

• Search• Properties

• SSP• My site

host config• Profiles• BDC config• Excel Calc

Disk I/O Demand

Search

Most Demand

Config

Medium Demand

+SSP

*Content..

Low Demand

* Except during backup and Indexing + Except during Profile Import

Temp

Master

Model

Tlogs

#8 SharePoint Common Mistakes

Operations and IT Failures

•Poor configuration (Not planned - defaults)

•Insufficient RAM

and Disk allocation

Server

•Poor choice of Site vs. Site Collection Structure•Flat Lists•O

ne Content Database

Information Architecture

•Poor Netw

ork between W

FEs and SQL

•No plan for W

AN (U

ser complaints w

ithout answers)

Network

•No Backup

•Emergency: N

o Restore plan or steps•D

isaster Recovery – More like D

isaster

OperationalBackup/Restore

Developer Failures

• Memory Leaks – USE SpDisposeCheck tool• Not closing Objects

• Unaware of community tools

Ramp up/Lack of Skills

• Unnecessary Custom Site Defs or editing default site def• Thinking more is better• Naked assemblies and editing web.config(s) isn’t enough

Poor Assumptions

• Skipping to production (Dev and test environment – REQUIRED!)• Wrap it up – WSP Solutions Required – WSPBuilder• Manage your source TFS!?

Easy way rather than right way

Business Deployment Failures

•D

uplication of effort•

No com

m. N

o buy in (forced deployment)

Communication

•Lack of End U

ser Training/Comm

unity•

Lack of Help and Insight into Business processes

Culture & Adoption

•N

o Budget - No project or Budget cuts

•N

o Sponsorship – Under the Radar

Budget/Sponsor

•Poorly designed taxonom

y & Inform

ation Architecture•

No deploym

ent due to complex dependencies

Poor Planning

Call to Action!

Be sure to PLAN your logical infrastructure & Physical… Don’t forget a Governance Plan!

Where do you get your information? TechNet, MSDN, SharePoint Team Blog, SharePoint User Groups http://www.sharepointpros.org, and blogs!! Twitter?

http://www.sharepointjoel.com@joeloleson

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Quest IT Solutions for SharePoint

Site Administrator for SharePoint Discover, understand and manage your SharePoint environment

Migration Manager for SharePoint SharePoint 2003 to 2007 migration

File Migrator for SharePoint File shares to SharePoint migration

Recovery Manager for SharePointGranular SharePoint recovery for enterprise-level needs

Quest Web Parts Enable rapid development of SharePoint applications

Public Folder Migrator for SharePointExchange Public Folders to SharePoint migrationNotes Migrator for SharePointNotes application content to SharePoint migration

Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control

SharePoint Exams!Get Certified on the New Exams!!!

For IT Pros:70-631 - Windows SharePoint Services 3.0 - Configuring70-630 - Office SharePoint Server 2007 - Configuring

For Developers:70-541 - Microsoft Windows SharePoint Services 3.0 - Application Development70-542 - Microsoft Office SharePoint Server 2007 - Application Development

MCM and MCA!

ResourcesSharePoint Backup and Disaster Recovery Updated Resources – More info on SharePoint Mirroring and Log shipping Top SharePoint Storage Resources – key resources around storage and sizing SharePoint SQL database maintenance – whitepapers and recommendationsSharePoint Essentials – links and resources

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Trial Software and Virtual Labshttp://www.microsoft.com/technet/downloads/trials/default.mspx

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