3. Business Challenges
• Islands of information and applications
• Slow responsiveness to business and user needs
• Costly custom development and maintenance
• Poor sharing inside and outside the organization
• Difficult to find the right content, data, and people
• Increasing information management risk
5. Feature Drill-Down Overview
• SharePoint Feature Areas
• Collaboration
• Portal
• Search
• Content Management
• Business Processes
• Business Intelligence
6. SharePoint Feature Areas
Business Intelligence Collaboration
Server-based Excel Outlook Integration
spreadsheets and data Groove Integration
visualization, Report Docs/Tasks/Calendars
Center, BI Web Parts, Blogs and Wikis
KPIs/Dashboards Project Manager lite
Business Processes Enterprise Portal
Rich and Web forms Templates, Site
based front-ends, Directory, My Sites,
LOB actions, social networking,
pluggable SSO privacy control
Content Management
Integrated document Enterprise Search
management, records Enterprise scalability,
management, and Web contextual relevance, rich
content management with people and business data search
policies and workflow
7. Collaboration
• Outlook and instant messaging
integration
• Groove integration
• Documents, tasks and
calendars
• Blogs and Wikis
• Basic project management
8. Portal
• Enterprise Portal Template
• Site Directory
• My Sites
• Social Networking
• Privacy Control
9. Search
• Enterprise scalability
• Contextual relevance
• Rich people search
• Rich business data search
10. Content Management
• Document management
• Records management
• Web content management
• Policies and workflow
15. Portals and Collaboration
• Features of the greatest value to the organization
• Web Applications Name and Purpose
• Plan for the use of Site Collections and Subsites in the
environment
• Quotas and Site Expiration Plans
• Management Plans for the Environment
• Communication Plan
16. Features and Web App Names
• What features match your organization’s needs?
– Blogs
– Wikis
– Collaboration Workspaces
– E-mail integration
• How do you want to present this information to the
users?
– Web applications define URL names: starting suggestions
include:
• http://mysites – For individual Web applications
• http://team – For all collaboration Web applications
17. Site Collections and Sub-Sites
• How do you want to organize your information?
– Site collections
• Unique security permissions and ownership
• Lowest level of granularity of quota is the site collection
• Site usage tracked at the site collection level
– Sub-Sites
• Allow for security inheritance
• Can re-use security groups created for the site collection
18. Site Quotas and Expirations
• Quotas
– Typical recommended start
• 500 MB for My Sites
• 2 GB for Team sites
• Site expiration
– Should this feature be enabled?
– Notification timing
– Timing for site deletion
19. Management and Communication
• Who will manage the SharePoint environment and
respond to requests?
• How will sites be requested?
– Centrally Administered - Manual process (request through help
desk)
– Site Self Creation Process – Individuals create sites automatically
as required by using out-of-the-box site self creation feature
• How will the service be communicated to users?
– Lunch and Learns
– E-mail communication
– Other methods
21. Information Taxonomy
• Crucial for intuitive and successful search experience
• Taxonomy can be mapped to search scopes
• Organization taxonomy defines
– Information hierarchy
– How main site collections will be laid out
– How subsites structure looks
– Main departmental Web sites
– Project and Team Sites
– My Sites
22. Content Crawling Definitions
Term Definition
Content Any item, such as:
•Web page
•Word document
•Business data
•E-mail message
Crawling The process of accessing content
Indexing •Parses content and its properties (the metadata)
•Builds a content index
Crawling + Indexing Makes content available to users
Information gathered by •Type of content, such as Site or a file share
crawling •Start address from which to start crawling
•Behavior to use when crawling, such as how deep or how
many hops to allow
•Crawling schedule
Content source Collection of similar types of content, such as URLs for
SharePoint site or URLs for file shares
23. Three Source Scenarios
You may want to:
1. Crawl all of your content
2. Crawl content that is external to the server farm
3. Exclude some sites
24. Defining Content Sources
• Determine content location
– Where
– On what types of servers
• SSP administrator creates one or more content
sources
• Content source provides information to the crawler
– Type of content
– Start address
– Behavior
– Crawling schedule
25. Content Sources
• Default content source
– Called Local Office SharePoint Server sites
– Used to crawl and index content
• Reasons for creating additional content sources
include
– To crawl different types of content
– To crawl content on different schedules than other content
– To limit or increase the quantity of content that is crawled
26. Types of Content Sources
Type of Type of Content
Content Source
SharePoint sites •SharePoint sites from the same farm
•Additional Office SharePoint Server 2007 sites, Windows
SharePoint Services 3.0 sites
•SharePoint sites from Office SharePoint Portal Server 2003 or
Windows SharePoint Services 2.0 sites
Web sites •Other Web content in your organization not found on
SharePoint sites
•Content on Web sites on the Internet
File shares Content on file shares within your organization
Exchange public folders Microsoft Exchange Server content
Lotus Notes E-mail messages stored in Lotus Notes databases
Business data Business data stored in LOB applications
27. Scheduling Considerations
• Downtimes and peak usage
– Coordinate your crawls with the server administrators
– Ensure you avoid downtime or peak usage
• Some sources of content are updated more frequently
than others
– Determine general high-level update times, such as
• Monday to Friday
• No Saturday or Sunday
– Set up crawl schedules for each content source
28. File-Type Inclusions and IFilters
• Content is only crawled if:
– Relevant file name extension is included in the file-type
inclusions list
– An IFilter is installed on the index server that supports those
file types
• Additional IFilters generally required are PDF and
Microsoft OneNote
– Install Microsoft Office OneNote client on index server to
index OneNote 2003 and OneNote 2007 files
29. Crawl Rules
• Avoid crawling irrelevant content by excluding one or
more URLs
• Crawl links on the URL without crawling the URL itself
• Enable complex URLs to be crawled
• Enable content on SharePoint sites to be crawled as
HTTP pages
• Specify whether to use
– The default content access account
– A different content access account
– A client certificate for crawling the specified URL
30. Search Experience
• Enable users to quickly find the information they need
• Consider and implement the following:
– Search User Interface (UI)
– Custom Scopes
– Advanced Search and filtering search results based on
managed properties
– Keywords and best bets
– Control of relevance ranking
– Control of how links appear in search results
– Search based alerts
31. Default Scopes
Scope Purpose Level Customizable
All Sites Search across all content in •Search Center Yes
the index •Top-level site
•Subsite
•Lists and libraries
People Search for people •Search Center Yes
•Top-level site
•Subsite
•Lists and libraries
This Site: Site name Search across the current site •Top-level site No
and all of its subsites •Subsite
•Lists and libraries
This List: List name Search across the current list Lists and libraries No
32. Custom Scopes
• Identify broad content sets on which users are likely to
want to search
– Can tie directly to your site or information architecture
– May span the information architecture across
• Many sites
• Subsets of information within site collections
• Decide whether to implement
– Shared scopes
– Site-collection-level scopes
33. Site Collection Scopes
Possible Actions Shared Site-Collection-Level
Choose how to display search scopes
(search drop-down, advanced search, or both)
Create site collection level scopes
Copy and modify a shared scope to use as a scope
for the site collection
Edit site collection level scopes
Add scope rules
Delete site collection level scopes
View the status
34. Scope Rules
• Add rules to the scope to define associations between
content and scopes
Available to Available to Site-
Scope Rule Type Shared Collection-Level Tests content by
Search Scopes Search Scopes
Web address Location
(http://server/site)
Property Query (Author = Single property
John Doe)
Content Source A particular content
source
All Content All content in the
content index
35. Advanced Search
• Users can construct advanced search queries:
– For example, to find content that contains the word
quot;negotiate“ and authored by Bob Smith,
type in “negotiate author:smith”
• Most users not familiar with advanced query syntax
• Advanced Search page helps users find content
without using search syntax
• Search results automatically filtered, based on the
value of the property they select
36. Managed and Crawled Properties
• Managed properties enable mapping to crawled
properties
Managed Metadata Scope rules Crawled
properties • Author and queries properties
• Title
• E-mail Address
37. Properties in Queries
• Crawled properties affect a search query
– Keep a balance between number of properties and
performance
– Record initial set of planned properties
38. Keywords
• Users type keywords into a search box when
constructing a query
• SharePoint administrators can create an entity, called a
keyword, that relates directly to keyword phrases that
are in the index
• Keywords enable site Collection administrators to
improve the relevance of end user queries
• Keyword definition includes the keyword, description,
best bets, and synonyms
39. Example Keyword Setup
• To enable users to search for people out of office,
the Administrator created a keyword named quot;oof“.
Query Description
Of
Keywords
Keyword
Highlighting
The Best Bet
40. Search Results Relevance
• Relevance settings are assigned to indexed Web pages
• Each relevance setting
– Is associated with a particular Web page
– Determines how close to the top the link appears
• Pages that are assigned a relevance setting are known
as authoritative pages
• Four authoritative page levels:
1. Most authoritative
2. Second-level authoritative
3. Third-level authoritative
4. Sites to demote
41. Search-Based Alerts
• Administrator controls activation of search-based
alerts for a particular SSP
• Users specify:
– What kind of changes they want to be alerted to
– How frequently they want to receive an e-mail alert
• If search-based alerts deactivated, site owners should
remove the Alert Me link
44. Document Management
Collect And Organise Information
Document Repository
Document Property Managed Document
panel In Office 2007 document repository
programs template
Sales Employment Claims
Contracts Asia Pacific
Region
XML-based
Metadata Check-in/Check-out,
Management Major/Minor
Versioning, and
Roles
Scanner or Microsoft Office Word
Multi-function Device
Team Sites File Share
45. Records Management
Active Documents
Digital media from client computers, Digital media from client computers,
file servers, and e-mail systems file servers, and e-mail systems
Records Management
Application
Collect
Litigation
Support Tools
Destroy Hold
Manage
46. Plan Web Content Management
Publishing Web Content
Separation of Built-in
review/approval Site
content and
workflow Variations
presentation
Production
Template Server
Press PR Director
ENGLISH
Release
GERMAN
JAPANESE
PR Manager
Content Internet Sites
48. Business Process
• Forms
– Templates
– Template deployment
– Supportability and maintenance
• Workflows
– Document management
– Form templates
– Content approval and scheduling
49. Form Templates
XML data format
Data analysis
InfoPath form
Browser rendering Data reporting
50. Form Deployment
Site collection Site
Published form in Content type
document library
51. Form Support
• Upgrading form templates
• Retiring form templates
• Version control
• Mobile device access
56. Business Intelligence
• Analyze current business data applications for BI
• Identify existing data sources
– LOB applications
– Data warehouses
• Excel Services requirements
• Business data presentation
• Business data search
60. BI Presentation
• Audiences
• Digital Dashboards
• Rendering Excel Data
• Displaying Data from the Business Data Catalog
• Searching Business Intelligence Data
63. Performance and Capacity
• Plan for software boundaries
• Estimate performance and capacity requirements
• Plan scale actions based on performance and growth
• Test solution for your environment
• User response times
64. Estimate Performance and Capacity
Requirements
• Authentication, access control, and authorization
• Associated directory
• Both common (read) and complex (read/write) user
operations
• Data and site growth over time
• User concurrency
• Long-running asynchronous tasks
65. Hardware Recommendations
Computer Role Recommended Hardware
Web server Dual 2.5 GHz or faster processors (3 GHz or faster recommended)
2 GB RAM minimum recommended
3 GB of available disk space
DVD drive, local or network accessible
1024x768 or higher resolution monitor
Application server Dual 2.5 GHz or faster processors (3 GHz or faster recommended)
4 GB RAM minimum recommended
3 GB of available disk space
DVD drive, local or network accessible
1024x768 or higher resolution monitor
Database server Dual 2.5 GHz or faster processors (3 GHz or faster recommended)
4 GB RAM minimum recommended
Hard disk space based on a 1:1.2 ratio of content to database capacity
DVD drive, local or network accessible
1024x768 or higher resolution monitor
66. Estimating Disk Space Requirements
Category Description Number
Operating system files Disk space required for Windows Server 2003 Setup and system 4 GB
files.
Swap file The swap file size are the same as the physical memory size, by
default.
SQL Server installation files Disk space required for SQL Server Setup and program files. 425 MB
Database log files Disk space for log files varies based on log settings and the
number of databases.
Configuration database The configuration database does not generally grow past this 1.5 GB
size. This is an estimated maximum size, not a hard limit.
Content databases Estimate the initial volume of content that is stored in content
databases and also allow for future growth and free space:
Future growth Future growth is a key characteristic of the collaboration
scenario. Plan for twice the amount of data that you initially plan
to experience.
Free space Leave at least 25% free space for each hard disk or volume.
Total
67. Index and Application Server Disk Space
Requirements
Category Description Number
Operating system files Disk space required for Windows Server 2003 Setup and system 4 GB
files.
Paging file The paging file size is the same as the physical memory size, by
default.
Office SharePoint Server This number is an approximation based on a full installation of 1.3 GB
2007 installation files any Office SharePoint Server2007 edition.
The Microsoft .NET 60 MB
Framework version 3.0
Content index Add the amount of content in content databases that will be
indexed by the index server.
30% of the resulting number is the maximum estimated size of
the content index.
Free space Leave at least 25% free space for each hard disk or volume.
Total
69. Single Server
Physical Logical
• Server 1:
– Content Sites
One Server which contains:
– SSP
• Web front end
• SSP admin site
• Application
• Shared services
• Database
• Shared Web services
– Central administration
– All databases
70. Small Farm (Example)
Physical Logical
• Server 1 & 2:
– Content Sites
Load balanced servers: – SSP
• Web front end • SSP admin site
• Applications
• Shared services
• Shared web services
– Central admin (only svr 1)
Server 3
All databases
Dedicated SQL server
71. Medium Farm (Example)
Physical Logical
• Servers 1 & 2:
Load balanced servers: – Content Sites
• Web front end – SSP
• Applications • SSP admin site
• Shared services
• Shared web services
Application server (Index)
Server 3
• Applications SSP
Shared service (Index)
Shared web services
Central Admin
Clustered SQL
server
Server 4 & 5
All databases
72. Large Farm (Example)
Physical Logical
• WFEs: servers 1 - 4:
– Content Sites
– SSP
• SSP admin site
• Web front end
App servers: servers 5 - 10:
SSP
Svr 5 - 6: Shared service (Index)
Svr 7 - 8:
Shared service (Search)
Shared web services (Search)
Application servers:• Index
Svr 9 – 10:
• Search
Shared service (Excel)
• Excel calculation
Shared web services (Excel)
Clustered SQL server
Central Admin (server # 5)
Server 11 and 12
All databases
74. Summary
• Business challenges
• Features
• Deployment planning
• Physical design planning
• Typical farm layouts
75. For More Information
• Plan for software boundaries (Office SharePoint
Server 2007)
http://technet2.microsoft.com/Office/en-
us/library/6a13cd9f-4b44-40d6-85aa-
c70a8e5c34fe1033.mspx
• Estimate performance and capacity requirements
(Office SharePoint Server 2007)
http://technet2.microsoft.com/Office/en-
us/library/054526b9-417e-4140-b251-
79b68e771c9a1033.mspx