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Scaling ECM on SharePoint 2010         Garth Luke – AvePoint GM / VP
Garth LukeVice President of Sales, andGeneral Manager, AvePoint : Australia, New Zealand, South Africa                    ...
Garth Luke : GM / VP of SalesAvePoint, IncGarth.Luke@AvePoint.com@GarthLuke (Twitter)
AvePoint: Who We AreGlobal Leader -- Microsoft® SharePoint Infrastructure Management  “Clearly AvePoint is making the most...
One Platform. One Install. All your SharePoint             Management needs.                                 Business User...
Agenda•   SharePoint Trending Re: ECM•   SharePoint Human Capital for real world ECM•   Governance and its effect on ECM A...
The growth of SharePoint                                                                            ECM                   ...
Other companies growth with                                  SharePoint?                                                  ...
Who is involved?• Identify your constituencies   –    Business user   –    IT                                             ...
Staffing Requirements for ECM SystemsSharePoint                                                       SharePointChampion  ...
Balanced Skill Sets                                                                Utilize core, in-house operational     ...
What is SharePoint governance
What is governance?   Governance defines thepeople, processes, policies and         technologies    that deliver a service
Governance Defines• Service management   – IT assurance (SLAs : BackUp, Restore, HA, DR)• Information management   – Secur...
Does governance affect farm              architecture ?• You cannot architect a farm  without governance input• You cannot...
Just a few examples• “My team in [Location] must be able to collaborate locally”   – Create a separate farm for users in [...
Requirements for ECM Systems• System must be:     –   Able to Integrate with current infrastructure     –   Scalable     –...
Information Architecture vs.                ManagementInformation Architecture                  Management  • Organize and...
Requirements lead to a distributed      architecture for ECM
Management controls and scopes                  Farm                                  Service   Zone      Web Application ...
Requirements lead to a distributed architecture                                Farm                                       ...
Requirements lead to a distributed architecture                                  Farm                                     ...
Requirements lead to a distributed architecture                                    Farm                                   ...
Requirements lead to a distributed architecture                                    Farm                                   ...
Requirements lead to a distributed architecture                                      Farm                                 ...
Requirements lead to a distributed architecture                                       Farm                                ...
Requirements lead to a distributed architecture                                      Farm                                 ...
Requirements lead to a distributed architecture        Farm                           Farm                                ...
Site Collections Examples
Site Collections                   Farm                                  ServiceZone              TEAMS                   ...
Site Collections                      Farm                                      Service     Zone            TEAMS         ...
Site Collections                Farm                                  ServiceZone         EXTRANET                        ...
Site Collections                      Farm                                      Service     Zone            TEAMS         ...
Governance Controls: Farms                                                    We don’t have a test farm?                  ...
Governance Controls: Site Collections•   Ownership•   Administration•   Quotas•   Locks•   SharePoint Designer restriction...
Governance Controls: Content Databases  • Storage Management    – Location of database    – Redundancy    – Backup SLAs   ...
Scaling SharePoint Storage for ECM           performance
Growing ECM Systems                                                                                                       ...
RBS Test Environment SpecsTest Environment Servers:• 4-5 Web Servers (Web Front End servers) running SharePoint 2010SP1,• ...
RBS Performance ResultsAs RBS removes some I/O operations from SQL Server, the overall CPU load that SQL Servergenerates w...
RBS Reduces SQL Server CPU Usage
RBS Relieves SQL Lock Pressure:
RBS Reduces the Read Test Time for a         Mixed Workload
RBS Reduces the Write Test Time for a         Mixed Workload
RBS Increases SharePoint Scalability
RBS Improves the File Download Time
RBS Improves the File Upload Time
SharePoint Backup and Recovery   Monitor Health and ensure global protection                                              ...
Join us right after the event at Firehouse Grillfor a free drink, kindly provided by AvePointand Rackspace! 1765 East Bays...
SharePoint Saturday Silicon Valley 2012 - Scaling SharePoint for ECM in the Enterprise
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SharePoint Saturday Silicon Valley 2012 - Scaling SharePoint for ECM in the Enterprise

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  • Introduction slide
  • Information management is about managing the content and the service itself… regardless of how the content is related.
  • Storage ManagementLocation of databaseWhich SQL Server(s) host the databaseStorage platformRedundancyClustering, MirroringMirroringStorage platform featuresBackup SLAsHow long it takes to back up dataRecovery SLAsHow long it takes to restore dataRTO and RPOPowerShell delegationRemote BLOB Storage (RBS) is enabled per content databasewith FILESTREAM provider
  • PROBLEM
  • Introduction slide
  • Transcript of "SharePoint Saturday Silicon Valley 2012 - Scaling SharePoint for ECM in the Enterprise"

    1. 1. Scaling ECM on SharePoint 2010 Garth Luke – AvePoint GM / VP
    2. 2. Garth LukeVice President of Sales, andGeneral Manager, AvePoint : Australia, New Zealand, South Africa • Over 14 years experience in technology sector • Helped accelerate delivery of AvePoint’s solutions to global market and promote global SharePoint adoption (USA, EMEA, APAC) • Extensive knowledge of SQL, web development, and I.T. infrastructure management • @GarthLuke on Twitter
    3. 3. Garth Luke : GM / VP of SalesAvePoint, IncGarth.Luke@AvePoint.com@GarthLuke (Twitter)
    4. 4. AvePoint: Who We AreGlobal Leader -- Microsoft® SharePoint Infrastructure Management “Clearly AvePoint is making the most of both Microsoft technology and the Microsoft Partner Network in its quest to create a profitable business.” – Jon Roskill, Microsoft Corporate Vice President, Worldwide Partner Group © 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
    5. 5. One Platform. One Install. All your SharePoint Management needs. Business Users Solutions Applications ProcessMigration OptimizationVendor A Vendor F Integration Reporting Vendor B Vendor E Organizations D Management Protection DocAve Global Vendor Vendor C Manager
    6. 6. Agenda• SharePoint Trending Re: ECM• SharePoint Human Capital for real world ECM• Governance and its effect on ECM Architecture• Information Management vs Architecture• How to design Architecture for real Business need• SharePoint Governance Controls• Scaling SharePoint Storage for ECM
    7. 7. The growth of SharePoint ECM Custom AppsMore Valuable B.I Work Flow Automation Enterprise Search Collab Content Dump More Complex
    8. 8. Other companies growth with SharePoint? SharePoint Company Support Resources ECM Chevron ~140 CustomApplications Shell 100+ B.I / Reporting Wells Fargo 200 WorkflowAutomation Pepsi 6-8 Managed Enterprise Service Search eBay ~25Collaboration Verizon 10-22 Content Dump Fox Media 9-20 Shell eBay Pepsi Santos Siemens Fox Media BAE Systems Chevron Verizon Woodside Energy Insert / Header & Footer to change 9
    9. 9. Who is involved?• Identify your constituencies – Business user – IT • Who drives SharePoint and – Developer why? – Security • Who is impacted by – Finance SharePoint? – HR • Understand the dynamics of – Executive and between each of these – Legal groups – Project manager © 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
    10. 10. Staffing Requirements for ECM SystemsSharePoint SharePointChampion SharePoint Executive Champion Champion SharePoint Helping advise on the direction of the Look and feel, “The brand”, ensuring a Graphic Strategic strategy. Advise on all projects, constant look and feels between Advisor Artists investments and skill sets platforms and ensure ease of use. Design the farm / solution Understand the business, the business SharePoint architectures; Follow industry best Business needs and challenges, and help build Architects practices; Advanced troubleshooting; Analysts projects that can deliver to the final approval on testing business SharePoint Guide all projects to success, follow the Making sure that change management hardline of project delivery best Change becomes a full time exercise and make Project Managers practices Champions sure user adoption happens smoothly Manage the ongoing day to day upkeep SharePoint Market the platforms and the SharePoint of the Farms and assets of the Farms applications to the business as part of Administrators Platform from the application level upwards Marketer the business strategy To ensure and execute process SharePoint SharePoint Ensure users and management have oriented testing mechanisms in order Testers Trainer the skills to deliver to deliver flawless deployment Someone that can drive the SharePoint Build custom applications that fall in SharePoint initiative internally, get people talking, line with projects solve and that deliver Community Developer institute innovation and feed back to to business needs the Business analysts
    11. 11. Balanced Skill Sets Utilize core, in-house operational support resources Managed services (outsource / offshore) Automated 3rd Party Tools CORE SKILL Governance Committee© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
    12. 12. What is SharePoint governance
    13. 13. What is governance? Governance defines thepeople, processes, policies and technologies that deliver a service
    14. 14. Governance Defines• Service management – IT assurance (SLAs : BackUp, Restore, HA, DR)• Information management – Security & compliance (Policy for Permissions, Access, compliance)• Information architecture – Content hierarchy, metadata (Changes Made & how)• … among other things
    15. 15. Does governance affect farm architecture ?• You cannot architect a farm without governance input• You cannot create a governable service without a solid architecture• Governance policies drive – Farms – Web applications – Content databases – Site collections – Sites, lists, libraries & folders
    16. 16. Just a few examples• “My team in [Location] must be able to collaborate locally” – Create a separate farm for users in [Location]• “Only my engineering group should be able to upload large AutoCAD drawings” – Create a separate web application for large docs• “I need to ensure our HR department’s content is secured” – Create a separate site collection for HR
    17. 17. Requirements for ECM Systems• System must be: – Able to Integrate with current infrastructure – Scalable – Flexible/Extensible – Usable/Encourage Adoption• System must allow for efficient: – Capture – Content Storage – Access and Delivery – Preservation (Records Management) – Management © 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior18 written consent of AvePoint, Inc.
    18. 18. Information Architecture vs. ManagementInformation Architecture Management • Organize and describe content • Manage the content & service – Metadata – Access levels (permissions) – Structure – Lifecycle – Relationships – Storage • Inputs • Inputs – Knowledge Management team – Information management policies – Librarians – IT usage policies – Content owners – Regulatory environment – Subject matter experts (SMEs) – SLAs • Outcomes • Outcomes – Site map (navigation) – Access levels – Taxonomy – Records management – Search – Compliance – Targeting (audiences) – Performance
    19. 19. Requirements lead to a distributed architecture for ECM
    20. 20. Management controls and scopes Farm Service Zone Web Application Application Content DB Site collection Top-level site Sub site List/Library Sub site [Folder] Item / Document
    21. 21. Requirements lead to a distributed architecture Farm Service Zone COLLAB App Content DB Site collection Departments Engineering IT HR List/Library [Folder] Item / Document
    22. 22. Requirements lead to a distributed architecture Farm Service Zone COLLAB App Content DB Site collection Departments New Engineering IT HR Product List/Library [Folder] Item / Document
    23. 23. Requirements lead to a distributed architecture Farm Service Zone COLLAB App Content DB Site collection Departments Engineering IT HR New List/Library Product [Folder] Item / Document
    24. 24. Requirements lead to a distributed architecture Farm Service Zone COLLAB App Content DB Site collection Departments New Product Engineering IT HR List/Library [Folder] Item / Document
    25. 25. Requirements lead to a distributed architecture Farm Service Zone COLLAB App Content DB Site Site collection collection New Departments Product Engineering IT HR List/Library [Folder] Item / Document
    26. 26. Requirements lead to a distributed architecture Farm Service Zone COLLAB App Content DB Content DB Site Site collection collection New Departments Product Engineering IT HR List/Library [Folder] Item / Document
    27. 27. Requirements lead to a distributed architecture Farm Service NEWPROD Zone COLLAB App Content DB Content DB Site Site collection collection New Departments Product Engineering IT HR List/Library [Folder] Item / Document
    28. 28. Requirements lead to a distributed architecture Farm Farm Service NEWPROD Zone COLLAB App Content DB Content DB Site Site collection collection New Departments Product Engineering IT HR List/Library [Folder] Item / Document
    29. 29. Site Collections Examples
    30. 30. Site Collections Farm ServiceZone TEAMS App Content DB Site collection Departments Engineering IT HR
    31. 31. Site Collections Farm Service Zone TEAMS App Content DBSite collection Site collection Site collection Engineering IT HR
    32. 32. Site Collections Farm ServiceZone EXTRANET App Content DB Site collection Clients Client A Client B Client C
    33. 33. Site Collections Farm Service Zone TEAMS App Content DBSite collection Site collection Site collection Engineering IT HR
    34. 34. Governance Controls: Farms We don’t have a test farm? No…• Code isolation You don’t have a – Dev / Test / Staging / Production production farm!• Access – Public-facing web site – Extranet in Cloud: Partners & Customers• Geoperformance – Collaboration farm(s) with team sites• Feature and process isolation – Enterprise SharePoint farm with intranet and enterprise services • Enterprise services: search, metadata, social (User Profiles, My Sites) – Premium farm(s) for custom applications
    35. 35. Governance Controls: Site Collections• Ownership• Administration• Quotas• Locks• SharePoint Designer restrictions Multiple scopes• Features• Sandbox Solutions• Search settings• Audit settings• User & group management
    36. 36. Governance Controls: Content Databases • Storage Management – Location of database – Redundancy – Backup SLAs – Recovery SLAs – Remote BLOB Storage (RBS) with FILESTREAM provider • PowerShell delegation
    37. 37. Scaling SharePoint Storage for ECM performance
    38. 38. Growing ECM Systems • Problem begins with initial migrationData in SQL • Need data forServer legal retention • SLAs still cover Year 0… Year 1… Year 2… Year3… ALL SharePoint content Active Content Stale Content © 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
    39. 39. RBS Test Environment SpecsTest Environment Servers:• 4-5 Web Servers (Web Front End servers) running SharePoint 2010SP1,• 1 Visual Studio 2010 Load Test Controller,• 6 Visual Studio 2010 Load Agents,• 1 SQL server running SQL 2008R2• 2 Media Servers running Windows 2008R2 SP1.
    40. 40. RBS Performance ResultsAs RBS removes some I/O operations from SQL Server, the overall CPU load that SQL Servergenerates with BLOBs going directly to RBS is significantly less than the same workload runningagainst a native SQL Server BLOB store.
    41. 41. RBS Reduces SQL Server CPU Usage
    42. 42. RBS Relieves SQL Lock Pressure:
    43. 43. RBS Reduces the Read Test Time for a Mixed Workload
    44. 44. RBS Reduces the Write Test Time for a Mixed Workload
    45. 45. RBS Increases SharePoint Scalability
    46. 46. RBS Improves the File Download Time
    47. 47. RBS Improves the File Upload Time
    48. 48. SharePoint Backup and Recovery Monitor Health and ensure global protection • Hive • Solutions• Content DB Content • GAC • Cust.• Search Index • Gallery Features• Web Application Customisations • Site Definition• Site Collection• Site SharePoint Configurations • Central Admin DB• List/Library • Config DB• Folder Externalised Data (BLOB)• Item/Document • IIS Metabase• Version System Configurations • IIS Settings• Metadata Binary File (OS / • Web.Config SharePoint) • InetPub• Monitor SharePoint’s health globally• Protect valuable SharePoint assets• Simplify Restore process
    49. 49. Join us right after the event at Firehouse Grillfor a free drink, kindly provided by AvePointand Rackspace! 1765 East Bayshore Road EastPalo Alto, CA 94303 (Next to Nordstrom Rack). Drinks to be provided by…..
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