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SPM03 Workshop
Installing and
Configuring SharePoint
from the Ground Up
Scott Hoag
Infrastructure Consultant

Dan Usher
Le...
Who are we?
Scott Hoag
@ciphertxt
Applied Information
Sciences
Infrastructure Consultant
scott.hoag@appliedis.co
m

Dan Us...
Housekeeping
Ask questions
Phones silenced, phasers set to stun
Ask questions
Please complete evals
Ask questions
Agenda
Installation Types
Stand Alone

Complete

No Domain Controllers
4GB Database size limitation
No User Profile Synchronizati...
Installation Types
What should I do

Always install Complete
Andrew Connelll: Why I don’t do SharePoint 2010 development on Windows

Facebook Quotes

A Conversation
Andrew Connelll: Why I don’t do SharePoint 2010 development on Windows

Facebook Quotes

A Conversation
Primary Service Accounts
Account

Purpose

Requirements

SQL Server

Runs SQL Server

• Domain user account
• No rights in...
Other Service Accounts
Account

Purpose

Requirements

MySites Application Worker process identity for MySites
Pool

• Dom...
Still More Service Accounts
Account

Purpose

Requirements

Object Cache Super Processes items in the object cache of
User...
Managed Service Accounts
Server 2008 R2/Windows 7
Manage accounts for a single server/application at the domain level
Prov...
Service Applications
Service Application

Foundation Standar
d

Access Services

Business Data Connectivity Services

Ente...
Installation Concepts
Slipstreaming
Integration of patches and services packs into the installation files of the original ...
SharePoint Infrastructure Preparation
Component

Minimum Requirement

Processor

64-bit, 4 cores

RAM

• 8 GB for Developm...
Internet Information Services
Disable Default Web Site
Default IIS Locations
SharePoint Server Preparation
Windows Server 2008/2008R2 x64
All applicable security patches and service packs applied

HO...
Other Server Preparation
SQL Server
Disable Auto-create statistics (for 2007 databases…)
Set Max Degree of Parallelism to ...
Useful Tools
ULSViewer
AutoSPInstaller
AutoSPSourceBuilder
Configuration Wizard
PowerShell
Primary Service Applications
“Mandatory”
State Service
Usage and Health Service

“Recommended”
Managed Metadata Service Ap...
State
Usage
Managed Metadata Service Application
User Profile Service Application
Search Service
“In extreme scenarios, you might have to
rebuild the server farm”
Cache service
There is a new distributed cache service in SharePoint
2013 based on Windows Server AppFabric Distributed
Ca...
Cache service
The config DB keeps track of which machines in the farm are
running the cache service
It is all provisioned ...
Cache service
SharePoint installs and starts the Distributed Cache service
on each server in the farm
It is enabled by def...
“I’m not a load balancer…”
Request Management (RM)
The purpose of the Request Management feature is to give
SharePoint knowledge of and more control ...
RM – Goals
RM can route to WFEs with better health, keeping low-health
WFEs alive
RM can identify harmful requests and den...
RM components
Request Manager (RM)
Request Throttling and Prioritization

Request Routing

Request Load Balancing
RM routing and pools
Routing rules route requests and are associated with MachinePools

MachinePools contain servers
Serve...
Routing rules and execution groups
Routing Rule #4
Routing Rule #1

Routing Rule #2

Routing Rule #5
Execution Group 1

Ma...
RM Routing Rules (cont.)
There are some important caveats to remember
about routing rules
If no rules are matched, then th...
RM – Why Not Throttling?
SharePoint 2010 has throttling but there is room for
improvement
Uses a health score system in wh...
RM throttling rules
Routing rules process requests; throttling rules stop requests
It’s much like throttling in SharePoint...
Criteria you can use for routing and throttling
Rules can match on these
properties:

You can evaluate values
using these ...
RM Scenario – Heavy Client
You have a heavy load on the system with many browser
Application

requests. Notebook sync requ...
RM Scenario – Health Based Routing
A series of requests come in; one WFE is in poor health, while
two others are in good h...
questions
Who are we again?
Scott Hoag
@ciphertxt
Applied Information
Sciences
Infrastructure Consultant
scott.hoag@appliedis.co
m

...
SPM03 Workshop Installing and Configuring SharePoint 2013 from the Ground Up
SPM03 Workshop Installing and Configuring SharePoint 2013 from the Ground Up
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SPM03 Workshop Installing and Configuring SharePoint 2013 from the Ground Up

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Have you ever wondered how to install SharePoint 2013 properly using PowerShell so as to avoid those random numbers that show up in your service application databases that end up showing up when you use the Configuration Wizard? Would you prefer to not just be a Principal Button Clicker that clicks "Next, Next, Next, Next, Next" to install SharePoint? Do you want to learn how to do things "the right way?"

Attend this full-day workshop and let Dan and Scott walk through step by step setting up SharePoint 2013 using PowerShell in a multi-server farm environment. This session will include:
•Installing SharePoint Prerequisites using a configuration file and pre-downloaded components
•Configuring the SharePoint platform using PowerShell
•Creating and Configuring Service Applications with wholly named databases
•Configuring Integrated Windows Authentication using Kerberos
•Provision and Configure the User Profile Service
•Setting yourself up for auto provisioning Apps
•Configuring Resource Management and Distributed Caching Services through PowerShell
•And quite a bit more...

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Transcript of "SPM03 Workshop Installing and Configuring SharePoint 2013 from the Ground Up"

  1. 1. SPM03 Workshop Installing and Configuring SharePoint from the Ground Up Scott Hoag Infrastructure Consultant Dan Usher Lead Associate
  2. 2. Who are we? Scott Hoag @ciphertxt Applied Information Sciences Infrastructure Consultant scott.hoag@appliedis.co m Dan Usher @binarybrewery Booz Allen Hamilton Incorporated Lead Associate usher_daniel@bah.com
  3. 3. Housekeeping Ask questions Phones silenced, phasers set to stun Ask questions Please complete evals Ask questions
  4. 4. Agenda
  5. 5. Installation Types Stand Alone Complete No Domain Controllers 4GB Database size limitation No User Profile Synchronization More overhead, fewer restrictions Grow in to it… Increased complexity
  6. 6. Installation Types What should I do Always install Complete
  7. 7. Andrew Connelll: Why I don’t do SharePoint 2010 development on Windows Facebook Quotes A Conversation
  8. 8. Andrew Connelll: Why I don’t do SharePoint 2010 development on Windows Facebook Quotes A Conversation
  9. 9. Primary Service Accounts Account Purpose Requirements SQL Server Runs SQL Server • Domain user account • No rights in SharePoint Setup Account Installs the bits and performs initial configuration • Domain user account • Member of Local Admins on each server in the farm • securityadmin and dbcreator on SQL instance Farm Account Used for configuring and managing the farm and runs primary services (e.g. SPTimerV4) • Domain account • Additional rights are automatically granted as part of installation (both server and SQL)
  10. 10. Other Service Accounts Account Purpose Requirements MySites Application Worker process identity for MySites Pool • Domain user account • Managed account Content Application Worker process identity for Content Pool web applications • Domain user account • Managed account Services Application Pool Worker process identity for Service Application Pools • Domain account • Managed account Search Service Process Process identity for SharePoint Foundation (Help) search service and SharePoint Search service • Domain account • Managed account Search Service Default Content Access Used to crawl content specified in content sources • Domain account User Profile Import Account Account used to import (and optionally export) user data from an identity store • Domain account • Replicate Directory Changes in AD
  11. 11. Still More Service Accounts Account Purpose Requirements Object Cache Super Processes items in the object cache of User a web application • Domain user account • Managed account • Full Control User Policy on target web application(s) Object Cache Super Processes items in the object cache of Reader a web application • Domain user account • Managed account • Full Read User Policy on target web application(s)
  12. 12. Managed Service Accounts Server 2008 R2/Windows 7 Manage accounts for a single server/application at the domain level Provide automatic password management from the computer Simplified SPN management Managed via PowerShell Server 2012/Windows 8 Group Managed Service Accounts gMSAs can be deployed to multiple servers/server farms Account passwords are managed by domain controllers Managed via the Service Control Manager and PowerShell
  13. 13. Service Applications Service Application Foundation Standar d Access Services Business Data Connectivity Services Enterprise Cross-farm ✔ ✔ ✔ ✔ Excel Services Application ✔ Managed Metadata Service ✔ ✔ ✔ Performance Point Service Application ✔ ✔ Search Service ✔ ✔ ✔ Secure Store Service ✔ ✔ ✔ State Service ✔ ✔ ✔ ✔ ✔ ✔ Usage and Health Data Collection Service ✔ User Profile Service Visio Graphics Service ✔ Web Analytics Service ✔ ✔ Word Automation Services ✔ ✔ ✔ ✔ Microsoft SharePoint Foundation Subscription Settings Service ✔ ✔ ✔
  14. 14. Installation Concepts Slipstreaming Integration of patches and services packs into the installation files of the original software Allows for the direct installation of updated software Offline Installations Prerequisite Installer Service Packs and Cumulative Updates Wikipedia: Slipstream (computing)
  15. 15. SharePoint Infrastructure Preparation Component Minimum Requirement Processor 64-bit, 4 cores RAM • 8 GB for Development or Evaluation with minimum services • 10 GB for Development or Evaluation with minimum services and Visual Studio • 24 GB for Development or Evaluation with all available services • 12 GB for Pilot, UAT, or Production with batched services Hard Disk 80 GB for system drive, additional space based on logging requirements http://technet.microsoft.com/en-us/library/cc262485(v=office.15).aspx#hwforwebserver
  16. 16. Internet Information Services Disable Default Web Site Default IIS Locations
  17. 17. SharePoint Server Preparation Windows Server 2008/2008R2 x64 All applicable security patches and service packs applied HOSTS file redirection Loopback reflection attacks DisableStrictNameChecking DisableLoopbackCheck BackConnectionHostNames User Account Control Certificate Revocation List SQL Aliasing
  18. 18. Other Server Preparation SQL Server Disable Auto-create statistics (for 2007 databases…) Set Max Degree of Parallelism to 1 Database Growth Settings Internet Information Services (IIS) Disable the Default Web Site Or leave it on as a catch all  Considering altering default file locations
  19. 19. Useful Tools ULSViewer AutoSPInstaller AutoSPSourceBuilder
  20. 20. Configuration Wizard PowerShell
  21. 21. Primary Service Applications “Mandatory” State Service Usage and Health Service “Recommended” Managed Metadata Service Application User Profile Service Application Search Service “Apps” App Management Service Application Microsoft SharePoint Foundation 2013 Site and Subscription Settings service Secure Store Service
  22. 22. State Usage
  23. 23. Managed Metadata Service Application User Profile Service Application Search Service
  24. 24. “In extreme scenarios, you might have to rebuild the server farm”
  25. 25. Cache service There is a new distributed cache service in SharePoint 2013 based on Windows Server AppFabric Distributed Caching It is used in features like authentication token caching and My Site social feeds SharePoint 2013 uses caching features that cloud-based cache (Windows Azure Cache) does not support at this time, so only local cache hosts can be used SharePoint ONLY supports the version of caching that it ships – you cannot independently upgrade it.
  26. 26. Cache service The config DB keeps track of which machines in the farm are running the cache service It is all provisioned by SharePoint setup A new Windows service – the Distributed Cache service – is installed on each server in the farm when SharePoint is installed
  27. 27. Cache service SharePoint installs and starts the Distributed Cache service on each server in the farm It is enabled by default on all servers in the farm except for SQL You can disable it on a server by using the Services on Server admin page in central admin, BUT – you should use the PowerShell cmdlets
  28. 28. “I’m not a load balancer…”
  29. 29. Request Management (RM) The purpose of the Request Management feature is to give SharePoint knowledge of and more control over incoming requests Having knowledge over the nature of incoming requests – for example, the user agent, requested URL, or source IP – allows SharePoint to customize the response to each request RM is applied per web app, just like throttling is done in SharePoint 2010 RM is turned off by default Mainly for host-named site collection scenarios
  30. 30. RM – Goals RM can route to WFEs with better health, keeping low-health WFEs alive RM can identify harmful requests and deny them immediately RM can prioritize requests by throttling lower-priority ones (bots) to serve higher-priority ones (end-users) RM can send all requests of specific type, like search for example, to specific machines Isolated traffic can help troubleshoot errors on one machine RM can send heavy requests to more powerful WFEs
  31. 31. RM components Request Manager (RM) Request Throttling and Prioritization Request Routing Request Load Balancing
  32. 32. RM routing and pools Routing rules route requests and are associated with MachinePools MachinePools contain servers Servers use weights for routing – static weights and health weights Static weights are constant for WFEs; health weights change dynamically based on health scores Static Weight = 1 Health Weight = 4 Static Weight = 1 Health Weight = 4 Routing Rule #1 Routing Rule #2 … Routing Rule #n
  33. 33. Routing rules and execution groups Routing Rule #4 Routing Rule #1 Routing Rule #2 Routing Rule #5 Execution Group 1 Match! X Routing Rule #6 Routing Rule #3 Execution Group 0 No Match Routing Rule #7 Execution Group 2 Not Evaluated
  34. 34. RM Routing Rules (cont.) There are some important caveats to remember about routing rules If no rules are matched, then the request will get routed to any available routing target If you want to route everything to a subset of machines, make a rule with no criteria and specify the subset of machines you want to routed to
  35. 35. RM – Why Not Throttling? SharePoint 2010 has throttling but there is room for improvement Uses a health score system in which WFEs attach their health info to all responses The drawbacks from this approach were: It was the clients’ responsibility to honor the health scores It did not preclude WFE failure Clients could be shown server busy messages from a poor-health WFE when other better-health WFEs were available
  36. 36. RM throttling rules Routing rules process requests; throttling rules stop requests It’s much like throttling in SharePoint 2010, only more sophisticated You create criteria for the throttling rule, and if the criteria is met the request is throttled The process and PowerShell for creating throttling rules is very similar to routing rules
  37. 37. Criteria you can use for routing and throttling Rules can match on these properties: You can evaluate values using these methods: Url UrlReferrer UserAgent Host IP HttpMethod SoapAction CustomHeader StartsWith EndsWith Equals RegEx
  38. 38. RM Scenario – Heavy Client You have a heavy load on the system with many browser Application requests. Notebook sync requests start coming in from OneNote. The OneNote requests start adversely affecting the browser requests so a throttling rule is added to deny OneNote requests: Rule: Deny requests with UserAgent of regex = “.*Microsoft Office OneNote 2010*” Based on this rule RM denies OneNote requests. When system load dies down, the admin can remove the throttling rule Other Options: Rule could use an expiration to automatically deactivate the rule at a certain time Rule could use a health score threshold to activate
  39. 39. RM Scenario – Health Based Routing A series of requests come in; one WFE is in poor health, while two others are in good health. RM evaluates the following: Health information: { [WFE1, sick], [WFE2, healthy], [WFE3, healthy] } Based on this RM routes most of the requests among WFE2 and WFE3 It is still random routing, but greater weight is given to healthier machines Alternatively the admin could remove WFE1 from the routing pool, allow it to complete its requests then return it back to the pool
  40. 40. questions
  41. 41. Who are we again? Scott Hoag @ciphertxt Applied Information Sciences Infrastructure Consultant scott.hoag@appliedis.co m Dan Usher @binarybrewery Booz Allen Hamilton Lead Associate usher_daniel@bah.com

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