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  • Typical
  • Walkthrough examplesWe sometime work closely w business, sometimes ITSometimes IT has dedicated SP resourcingSample – Midwestern manufacturer – sponsor is a program manager (electronics) – core team includes C# developers for their product team, some knowledge of SQL, no other time
  • Let’s break down investments by workloads…SitesCommunitiesContentSearchInsightsComposites
  • IF YOU DON’T NEED IT – DON’T USE ITPLUS YOU CAN GIVE IT AWAY!
  • These are the domain accounts that are generally needed in a standard SharePoint installation. These accounts are shown with suggested names; names can be adjusted to confirm to any corporate naming standard for service accounts. For example, you may wish to designate ALL service accounts with a sv- or svc- prefix. Similarly, you may want to designate “regions” with a suffix, such as –dev, -tst, or –prd. Likewise, if you have already established SQL service account conventions, those accounts are fine as well.
  • Let’s break down investments by workloads…SitesCommunitiesContentSearchInsightsComposites
  • SVB
  • CM
  • Keep?
  •  No SQL maintenance plansAll gardens need weeding. SQL databases need tending too. Left on their own, content databases and config databases will generate runaway transaction logs. Combined with overzealous local backup retention plans and you’ll quickly fill up you storage. Take a little time to understand Full Recovery vs. Simple Recovery in SQL. Or, more importantly, use a maintenance plan to backup and truncate your logs – it’s not that hard.Default names for every databaseThe default database name for a SharePoint content database is “WSS_Content”, and if you take the defaults, all subsequent databases will take the default format WSS_Content_[really-long-GUID]. Don’t do this – down the road, during backup, restore or SQL maintenance operations you'll be constantly jumping into Central Admin to figure out which sites use “WSS_Content_abdc1234-1111-2222-878adf0e”. Much better to name the databases according to a person- friendly standard – “WSS-Content-HRPortal”, etc. Even if it’s obvious to you, it may not be obvious to your DBA or someone else who has to support it in the future. No patchingGiven my crazed obsession with SharePoint version numbers (see http://blogs.kma-llc.net/microknowledge/version-build-numbers/) this is not a stretch. Microsoft has made it as easy as possible to stay in sync with the latest patches, Service Packs and Cumulative Updates. Do you need to update your systems every two months? Probably not. Should you still be running the nearly four year old RTM version of SharePoint 2007? Definitely not.One environment for everythingDon’t build a development environment. Don’t build a test environment. Just make all changes live, in production. What could ever go wrong?One acct for everythingBig, big no-no here. If you don’t pay attention, you may be tempted to use one master account for the SQL service, for the installation, for the farm account, for search, for content access, and for the IIS pools. Then, when you administer the site, it’s always easy to work around security restrictions by handing out those account credentials to a wide group of people. Next thing you know, someone forgets the password and locks out the account. The great news is that you don’t need to build a monitoring system for this alert, because everyone and I mean everyone, will get the dreaded web page that reads:Cannot connect to configuration database.So don’t give out the admin accounts, and, especially, don’t reuse the farm account.Single server install with SQL ExpressIf you don’t pay close attention on the original installation sequence, you may pick a “standalone” single server installation. You’re starting with only one server for now, right? Unfortunately, you’ll wind up with a server that can’t be expanded, running SQL Express Edition. And limited to 4GB of content database size. Well, at least you’ll avoid the next problem:Runaway content database sizeMicrosoft recommends that SharePoint content databases stay below 100GB (200GB if it’s the only content DB in a SharePoint 2010 site collection). But SharePoint doesn’t stop you from adding more – it’s a recommendation for optimal user performance. However, I’ve seen too many installations that grew grew grew to 250GB, 500GB or more. Plan your content database sizes in advance of critical sizes. You can add databases and site collections to create more manageable units, or use Remote Blob Storage (RBS) to pull those file of attachments out of the databases and into external storage, reducing file sizes.
  • Keep?
  • Use SP to managed SPBusiness owns home page
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Sp tech con-admin101 Sp tech con-admin101 Presentation Transcript

  • SharePoint 2010 - Administration 101SPTechCon San FranciscoFebruary 2011Chris McNulty
  • About Me• Working with SharePoint technologies since 2000/2001• Managing Practice Lead, KMA• 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)• MBA in Investment Management from Boston College• Write and speak often on Microsoft IW technologies• Microsoft MCSE/MCTS/MSA/MVTSPAbout KMA• Full-service IT consulting firm established in 1995• 29 employees: Partner, PM, Analyst, Developer, QA• Microsoft technology focus: • Microsoft Gold Certified Partner / Working with SharePoint technologies since 2001• Specialties in • Collaboration: Portals, Communities, Content Management • Insight: Enterprise Search and Business Intelligence • Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)
  • Objectives• Goals – For experienced IT administrators who are new to SharePoint – Take on a SharePoint installation – Control rogue implementations – installation and creation of server farms – Architecture, configuration and management• Out Of Scope – Deep Dives (e.g. PowerShell, BI, Upgrade, SQL DBA) – Development – Advanced Customization – Power User (e.g. Library Customization, Designer Workflows, etc.)• Rules – Move fast, PowerPoint is shared – Questions – time permitting during session – Any time after session – email etc.• Advanced Administration – Kerberos, SSRS Integration, Database GUIDs, Forms Based Auth, User Profiles, Search – Todd Klindt & Shane Young (K-5) (3)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Agenda• The dilemma• Architecture, Design & Planning – Physical Elements – Scaling – Logical Architecture – Authentication and Security – Platform – Design Workshop• Installation and Upgrade – Post Installation Best Practices – Service/Feature Placement• Support – Monitoring and Optimization – Backup – PowerShell – Development Functions – Optimization – Patching – SQL Maintenance• Customization• Best Practices – Seven Sins / Seven Virtues – Troubleshooting / Most Likely Support Calls – Development and Deployment• Conclusion (4)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Congratulations! o You’re the new SharePoint Administrator!!! o But… o You’re still responsible for: • Exchange • Active Directory • SQL • Desktop • Help Desk • Network/Firewall • Cooking & Cleaning • Etc. (5)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • The Dilemma o SharePoint administration is often an ‘add-on’ for other IT professionals (SQL DBAs, AD Admins, Exchange Engineers) o Time and focus are scarce resources! o Common pain points include • Upgrades are complex and hard to monitor • Dispersed workforce, little control of browsers and Office versions • Hard to understand and troubleshoot “behind the scenes” performance and capacity planning • Best practices not always understood or compared to system health • “All or nothing” administration means IT must be engaged for all admin responsibilities, even search (6)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Microsoft SharePoint Server 2010 … the bright frontier Eastern Long Island, July 4, 2010
  • Microsoft SharePoint 2010 Ribbon UI SharePoint Workspace SharePoint Mobile Office Client and Office Web App Integration Business Connectivity Services Standards Support InfoPath Form Services External Lists Workflow SharePoint Designer Sites Tagging, Tag Cloud, Ratings Visual Studio Social Bookmarking API Enhancements REST/ATOM/RSS Composites Communities Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org BrowserPerformancePoint Services Insights ContentExcel ServicesChart Web PartVisio ServicesWeb Analytics Enterprise Content Types Search Metadata and NavigationSQL Server IntegrationPowerPivot Document Sets Multi-stage Disposition Social Relevance Audio and Video Content Types Phonetic Search Remote Blob Storage Navigation List Enhancements (8) Twitter hashtag: #sptechcon FAST Integration Copyright 2011 © KMA, LLC. All rights reserved. Enhanced Pipeline
  • Introduction to Architecture:• Server Building Blocks • WFE / App / SQL• Sizing – Small Medium Large – Sizing Factors – Capacity and Security – Key Elements • WFE Count, User Count, Data Volume Growth • Redundancy • Virtualization (9)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • SharePoint Server Farm – Web Front End• Typical Roles: • http services • Search query• Scaling • Add servers to load balanced cluster• Performance Optimization • RAM • Easily virtualizedTwitter hashtag: #sptechcon (10) Copyright 2011 © Knowledge Management Associates, LLC. 10
  • SharePoint Server Farm - Application Server• Typical Roles: • Search index/crawl • Excel calculation • User profiles • Managed Metadata• Scaling • Add search servers and partitions • Move shared services to dedicated servers• Performance Optimization • CPUTwitter hashtag: #sptechcon (11) Copyright 2011 © Knowledge Management Associates, LLC. 11
  • SharePoint Server Farm - Database• Typical Roles: • Data storage • SQL Reporting• Scaling • Add storage capacity• Performance Optimization • Disk I/OTwitter hashtag: #sptechcon (12) Copyright 2011 © Knowledge Management Associates, LLC. 12
  • Sizing - Single Server• Typical Roles: • Small teams • Small pools of documents• Considerations • Performance & fault tolerance less of a concern • SQL & Web on same system • Search not a core function (13)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Sizing - Medium Farm• Typical Roles: • 100-10,000 users • 10,000 – 1MM documents• Scenarios • Enterprise portal • Large scale collaboration • Broader applications platform • Larger external search pool • Mix and match internal external front end servers on common content databases (14)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Sizing - Large Farm• Typical Roles: • Large distributed enterprise users (10000+) • Large pools of documents (>1MM) (15)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • ComponentsLogical structure• High capacity!• Maximums • 250,000 sites per site collection • 5,000 site collections per content DB • 200GB max content DB (single site collection) • 300 Content DBs per web application • 30MM documents/library • 2GB document size 16
  • Disk SizingContent SearchInitial Content Size XXX GB External Crawl Size YYY GBInitial User Pool UUser Collab Size .25GBn YR Growth Rate – Archive G%RateEnd Content Size XXX (1+G)n = ECS End Search Size YYY (1+G)n = ESSEnd User Collab Size .25 * U * (1+G)n = EUCSContent DBs ECS + EUCSSearch DBs .05 * (ECS + EUCS + ESS)Search Index Files .05 * (ECS + EUCS + ESS)• Inputs: Size for SharePoint content and non-SharePoint content included in search• For DBs, don’t forget to consider transaction logs, disk dumps (if used for backup) which can add 1-3X.• In SAN or virtual environments, not all disk need be provisioned early (17)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Memory Sizing• Web Front End (WFE) – 8GB minimum – 12GB larger – 16GB max• Application – 8-12GB• SQL – 8-20GB• HP Sizing Tool – http://h71019.www7.hp.com/activeanswers/Secure/548230-0- 0-0-121.html (18)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Server Counts - Redundancy• WFE – Load balanced clusters – Internal – external isolation – 500-1000 simultaneous users• Application – Indexes Redundant – Distribute Queries• Database – Cluster – Mirroring – Log Shipping – EBS or RBS (19)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Psst…about SQL…• Sidebar on SQL Disk optimization – RAID 1: Mirroring (Wastes disk) – RAID 5: Parity Bit (write performance hit) – RAID 10 Stripes across mirrors (costly)• Physical location of data, log, temp and/or backup files. If virtualization or SAN technology doesn’t isolate the disks, not much performance gain,• Performance optimization/fault tolerance by: – RAID1 on boot disks – RAID5 on data disks – RAID10 on log disks – No RAID, or RAID 5 on backup disks• RBS reduces size (and count) of content databases but doesn’t reduce size of total storage (20)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Authentication Architecture• Classic – Zones mapped Mixed Authentication Multi-Authentication – Single URL for each SharePoint Farm SharePoint Farm authentication method: – e.g. Web Application Web Application Windows Windows Authentication Zone: Default Authentication Zone: Default Regular label-callout text FBA Authentication • Default: Windows Extended Web Application Extended Web Application • Forms (LDAP, SQL, Zone: Extranet FBA Authentication Zone: Extranet SAML Based Authentication FBA Authentication ADAM) Extended Web Application Extended Web Application – Generate an NTToken Zone: Intranet ... Zone: Intranet Windows Authentication to represent SPUser Extended Web Application Extended Web Application ...• ... Claims Zone: Internet Zone: Internet – Unified URL Extended Web Application Extended Web Application Zone: Custom ... Zone: Custom ... – Multiple sources (Windows, FBA, SSO) combine to generate a single SAML token to represent SPUserTwitter hashtag: #sptechcon (21) Copyright 2011 © KMA, LLC. 21
  • Authentication Scenarios Mixed Modes (22)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Common Integration TouchpointsInternal• Active Directory• Exchange / File Shares• Index and integrate external data using Business Connectivity ServicesTwitter hashtag: #sptechcon (23) Copyright 2011 © KMA, LLC. 23
  • Common Integration TouchpointsExternal• LDAP• Mail Relay• Indexed search content (24)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • Common Integration TouchpointsOther Systems• FAST (Search)• Project Server / TFS (Team Foundation Server)• BizTalk• LoB/Dynamics Applications (e.g. CRM)• Oracle (BCS)• Notes (Search)• Wikis and other indexed web sites (25)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • SharePoint Family PlatformsSharePoint Foundation 2010Search Server 2010 & ExpressMicrosoft SharePoint Server 2010 (MSS)• Standard & EnterpriseProject Server 2010 / Team Foundation ServerFASTSharePoint 2007 (26)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • Platform Basics• SharePoint 2010 is a 64 bit only platform. Direct upgrades from 32 bit to 64 bit requires prep work.• Windows Server 2008 or Windows Server 2008 R2 X64 • SQL Server 2005 x64 SP3 CU3 Or • SQL Server 2008 x64 SP1 CU2 Or • SQL Server 2008 R2 (27)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Shared Service Applications• The 2007 Shared Services Provider User Profiles has been broken up; each of its elements is now a Shared Service Search Metadata Application• Mix and match them singly or in Excel Calc groups, to match farm’s needs. [No Visio need to deploy Visio Services if you don’t use it.]• Crawl/index no longer a single server role• In 2010, administration can be delegated – Key targets: Enterprise search, metadata, user profiles http://globalweb http://itportal (28)Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • Client/Browser Technology• Internet Explorer 7/8, Firefox and Safari are all supported.• IE6 is not supported, so don’t defer that upgrade!• Most other browsers are still supported for Internet configurations• Office 2010 includes optimizations for the new platforms• Offline Access – 2007: used Outlook 2007 and Groove – SharePoint Workspace 2010 integrates offline documents and lists (29)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Office Web Applications• SharePoint 2010 provides a server version of Office applications – Office Web Access, or “OWA”.• In part, this enables simultaneous multiuser editing of Office documents: – Excel in OWA, not client – Word/PowerPoint on client only if file opened from a shared document library – OneNote client or OWA (30)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • Design Workshop• Three test cases • 1st - individual work – Small manufacturing • 2nd is a group exercise team • 3rd is a collective review – Medium software development and services – Large consumer product corporation (31)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • Design Workshop I• Company has a core team of 75 project staff based in US headquarters with about 75 other staff dispersed globally• About 70 project sites; 1-2GB per site• Avoid “Extra” Licensing• Needs cross site search• No Data Center (outsourced to “cloud” hoster); minimize Server Count (32)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Design Workshop I• Single Server – SSX2010 / SQL2008 R2 – 100/300GB Disk – 12GB RAM – Single Content Database – Windows Authentication against custom AD (no internal integration) (33)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Design Workshop II• Techco to use SharePoint technologies to consolidate: – Mediawiki 50GB • Corporate content is out of date, hard to find and organize – Internal WSS 3.0 50GB • Internal SharePoint sites used mostly as corporate directories (e.g., corporate “Facebook”-type page). – GoLive Sites 100GB • Sites set up using WSS2.0 for collaboration among integrated project teams working on professional services group (PSG) engagements. – Extranet 800GB • Sites set up for product release and technical support teams where code, log files, and other data can be shared in a controlled, secure environment. – Search against 10TB of legacy file system data• Other inputs – About 200-300 Internal Users, – About 200 External consumers of data – Allowing users to login against either Windows AD or a separate user store for external users – Emailing document directly to SharePoint libraries – Enabling self-service user password management (34)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Design Workshop II - Physical User Requests Internet Usage Network Load Balancer Web Front End Servers (WFE) Serve as http: URL connectionn points WFE 2x dual core, 64-bit 8 GB RAM Local Storage (ca 80-200GB) Win 2008R2 App/Index/Query Server Serve purpose of offloading indexing And query activities from WFE Need for one or more driven by detailed search requirements, external data sources to be indexed, application support External data stores Index to be searched 2X dual core (e.g., file shares, 64-bit Web sites, 8 GB RAM LOB applications, etc.) Local Storage (ca. 1.5TB) TBD Win 2008 R2 Microsoft SQL Server Database Servers Store SharePoint data and content. Single vs clustered MSSQL DB is dependent on: corpus of data, tolerance for downtime, and desired performance. MSSQL DB 2x quad core 64-bit 8-12 GB RAM SAN – RAID 5/10 Storage 2.5-3TB/TBD Win 2008 R2 (35)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Design Workshop II - Logical App Pool App Pool App Pool Internal External Administrative Claims Web Classic Classic Application Claims App: Windows Only Web App Web App Windows/FBA Windows Site Site Site Site Central Content Collection Collection Collection Collection Archives Admin Types Hub Extranet PSG/GoLive Intranet MediaWiki SC/Database SC/Database SC/Database SC/Database Database Database Database Database Database Database PSG Extranet Intranet Mediawiki (36)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Design Workshop II - Questions• Third Party Tools• Database Structure or EBS/RBS• URL design and shareability• 10TB Indexing (37)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Design Workshop – III• Global Fortune 1000 consumer products company operates in 80 markets worldwide, 2-5MM Users• Release innovative new herbal, personal care and household cleaning products every quarter.• With the release of a new product, the marketing department at head office develops new marketing collateral. Each local distributor then turns around and localizes the content for their market. So, for example, for the release of a product in Japan, photos in a Japanese bathroom would need to be shot, local copy written, etc. This process is slow, taking 3-4 months after product launch, and expensive. Furthermore, because of the disconnected process, the fidelity of messaging is impacted. The CMO in the Japanese distributor is frustrated because of the degree to which “brand dissonance” is introduced by this disconnected process. An initial assessment suggests that this company could reduce their marketing spend by $18M per year by streamlining this process.• Despite the fact that Contoso has a website that is largely “hand-coded,” the new CMO discovered that investing in search engine optimization had far superior returns than trade shows. She would now like to consider how additional investments in their web presence would further increase the number and value of leads generated.• The CMO would like to understand the profile of site users. She would like to understand the difference in web traffic in different markets. She would like to understand how long the average users stays on the site. She would like to understand during their quarterly promotions which additional products consumers are ordering.• The CMO realizes that some of their best marketing comes from satisfied customers. Her sales people tell her that their customers are very satisfied with their products and that they often asked clarifying questions that take time to respond to and that other customers could benefit from the responses. Customers often have some very valuable feedback on products in terms of how they are using them, which products they recommend.• The product development team reports that they have the capability of offering consumers a far wider array of products by allowing them to customize the scent and additives to some of the personal care products. The marketing department believes it could dramatically improve sales by being able to suggest additional products to customers based on what they are searching on and looking at on the website. (38)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Design Workshop III - Reference Architecture (39)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Office 365• Formerly “BPOS”• 2011 Release• Reduced Functionality in Shared Environments• Pricing and capacity vary from self-hosted material• Following material is subject to change: (40)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • 41
  • Installation andUpgrade
  • Installation - Prerequisites• Servers: – Windows 2008 R2 X64 Enterprise Edition – SQL Server 2008 R2 x64• Service Accounts – spfarm (Farm acct; local admin on the SharePoint servers and either sa or dbcreate, dbowner and security admin on the SQL server.) – svcsql (SQL Server service acct) – sppool (IIS pool acct) – spcrawl (Search accts) – spadmin Interactive admin (install account; local, site collection and farm admin privileges)• Install as SPAdmin• Install Software Prerequisites - Checks for following elements: – Application Server Role, Web Server (IIS) Role, Microsoft SQL Server 2008 Native Client, Hotfix for Microsoft Windows (KB976462), Windows Identity Foundation (KB974405), Microsoft Sync Framework Runtime v1.0 (x64), Microsoft Chart Controls for Microsoft .NET Framework 3.5, Microsoft Filter Pack 2.0, Microsoft SQL Server 2008 Analysis Services ADOMD.NET, Microsoft Server Speech Platform Runtime (x64), Microsoft Server Speech Recognition Language - TELE(en-US), SQL 2008 R2 Reporting Services SharePoint 2010 Add-in (44)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Installation• Initial – Product Key – Type of installation - Always SERVER FARM – Installation Type - Complete [Not Single Server] – Accept default file locations – index files will stay on C:Program FilesMicrosoft Office Servers14.0Data – At end NO Wizard – Run OWA Setup – Then, WIZARD! The wizard starts, and yes, it’s OK for IIS to reset during the wizard…• Create a new farm – Set farm account – Pick configuration database, Passphrase, CentralAdmin Port (Conventions) – Final confirm and let the wizard run (45)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • Installation – Farm Configuration Wizard?• Pros – Easy – All SSAs Configured – Saves time and PowerShell hand tooling of SSAs• Cons – My Sites setup in same app and DB as primary – Database Names are default, GUID happy – Kills kittens (ask Todd and Shane!)• What it does – Sets up service acct for SSAs and other services (sppool) – Sets up a port 80 web app with a My Sites Host sub-site collection in WSS_Content database (46)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • Post Installation Best Practices• Add PDF image support – Add pdf16.gif to 14HiveTEMPLATEIMAGES [spare copy from http://www.adobe.com/misc/linking.html ] – Add references to the images in 14HiveTEMPLATEXMLDOCICON.XML • <Mapping Key="pdf" Value="pdf16.gif"/> – IISRESET• Add PDF to file type in Search SSA• Add Adobe 64 bit PDF iFilter: http://www.adobe.com/support/downloads/detail.jsp?ftpID=4025• Large File Upload Support: [Defined Later]• Activity Feed Timer Job• 14Hive = C:Program FilesCommon FilesMicrosoft SharedWeb Server Extensions14 – 14HiveBin on Environment Path• Disable the loopback check – In Registry Editor, locate and then click the following registry key: • HKEY_LOCAL_MACHINESYSTEMCurrentControlSetControlLsa – Right-click Lsa, point to New, and then click DWORD Value. – Type DisableLoopbackCheck, and then press ENTER. – Set Value = 1, and then click OK. – Quit Registry Editor, and then restart your computer.• Make search service topology (crawl, index, query) redundant (47)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Typical Service Placement • Guidelines, not rulesServer Service App Servers Web ServersAccess Database Service Y NApplication Registry Service Y YBusiness Data Connectivity Service Y NCentral AdministrationClaims to Windows Token ServiceDocument Conversions Launcher Service Y N N Y N N • Minimize service onDocument Conversions Load Balancer ServiceExcel Calculation Services N Y N N WFEsLotus Notes Connector N NManaged Metadata Web ServiceMicrosoft SharePoint Foundation Incoming E-MailMicrosoft SharePoint Foundation Sandboxed Code Service Y Y N N Y N • Similar Decisions aboutMicrosoft SharePoint Foundation Subscription Settings ServiceMicrosoft SharePoint Foundation Web ApplicationMicrosoft SharePoint Foundation Workflow Timer Service N N Y N Y Y Feature Activations forPerformancePoint ServicePowerPoint Service Y Y N N Farm, Site Collections, SitesSearch Query and Site Settings Service Y YSecure Store Service Y NSharePoint Foundation Search N N – (Following Slides ForSharePoint Server Search Y YSQL Server PowerPivot Service N YUser Profile Service Y NUser Profile Synchronization ServiceVisio Graphics Service Y Y N N Examples)Web Analytics Data Processing Service Y YWeb Analytics Web Service Y YWord Automation Services Y NWord Viewing Service Y N (48) Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • IT Governance - Farm FeaturesOn• "Connect to Office" Ribbon Controls Off• Access Services Farm Feature• Data Connection Library• Excel Services Application Edit Farm Feature• Excel Services Application View Farm Feature• Excel Services Application Web Part Farm Feature• FAST Search Server 2010 for SharePoint Master Job Provisioning• Global Web Parts• Office.com Entry Points from SharePoint• Offline Synchronization for External Lists• PowerPivot Integration Feature• Social Tags and Note Board Ribbon Controls• Spell Checking• Visio Process Repository• Visio Web Access (49)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • IT Governance – Web Application FeaturesOn Off• Document Sets metadata synchronization• SharePoint Server Enterprise Search• SharePoint Server Enterprise Web application features• SharePoint Server Site Search• SharePoint Server Standard Web application features (50)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • Site Collection FeaturesOn Off• Content Organizer • E-mail Integration with• Metadata Navigation and Content Organizer Filtering• Offline Synchronization for • Group Work Lists External Lists • Hold and eDiscovery• SharePoint Server Enterprise • PerformancePoint Site features Services Site Features• SharePoint Server Standard Site features • Report Server File Sync• Team Collaboration Lists • SharePoint Server• Wiki Page Home Page Publishing (51)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • Site FeaturesOn• Advanced Web Analytics Off•• Disposition Approval Workflow Document ID Service • Content Type Syndication• Document Sets Hub•• In Place Records Management Library and Folder Based Retention • Custom Site Collection Help•• Office Web Apps PerformancePoint Services Site Collection Features • Open Documents in Client• PowerPivot Feature Integration for Site Collections Applications by Default• Reporting• SharePoint 2007 Workflows • Report Server Integration• SharePoint Server Enterprise Site Collection features Feature•• SharePoint Server Publishing Infrastructure SharePoint Server Standard Site Collection features • Publishing Approval• Three-state workflow Workflow• Workflows • Search Server Web Parts (52)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • Predictable Upgrade• Three paths – In place – Database upgrade – Third party tools• Process – Pre-upgrade checker – Visual Upgrade – Resumable upgrade – Progress reports – Parallel DB upgrades (53)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Upgrade Preparation• Additional Prepwork – Content pruning – Database alignment • stsadm-o mergecontentdbs• DB Attach – Preinstall Required Features – Stsadm –o addcontentdb – databasename DBNAME –url URL – assignnewdatabaseid – PowerShell Mount-ContentDatabase – Test, test, test! (54)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Upgrade Techniques• For smaller, braver sites, perform an in place upgrade. – Site should be running at least MOSS 2007 SP2 (October 2009 CU even better) to use preupgradecheck. – All systems must be running Windows 2008 X64 - no in place upgrade available for 32 bit SharePoint 2007.• The alternate technique is to build a new 2010 system, 64 bit, and then attach your 2007 databases. – Build a new, empty SP2010 farm – Build a new web app with a deleteable content db and drop the content db in Central Admin – Copy (detach/attach) the old content databases to a new server or name. – Prescan the database using the PowerShell command Test-SPContentDatabase -Name [database] - WebApplication [url] – Attach the new database to the web app using the command line: stsadm -o addcontentdb -url [URL] – databasename [database] –assignnewdatabaseid – Review the migrated database content• Alternatively, if you have more exotic upgrade needs (e.g. 2003-2010), non SharePoint migrations (Notes, file systems), needs to restructure content, etc. - third party tools like Quest, Metalogix, Echo or AvePoint may help. (55)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Pre-Upgrade Check• SharePoint 2007 SP2 minimum, October 2009 CU best – STSADM.exe –o preupgradecheck• Documentation – All servers and components in the farm, and whether the servers meet 64-bit hardware and the Windows Server 2008 operating system requirements – Alternate access mapping URLs – A list of all site definitions, site templates, features, and language packs that are installed in the farm. – Unsupported farm customizations (such as database schema modifications). – Database or site orphans – Missing or invalid configuration settings in the farm (such as a missing Web.config file, invalid host names, or invalid service accounts). – Whether the databases meet the requirements for upgrade — for example, databases are set to read/write, and any databases stored in Windows Internal Database and larger than 4 GB. (56)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • IT Pro Investments – Visual Upgrade (57)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Batched Visual Upgrade• PowerShell allows a range of sites in a web application to be Visually Upgraded at once: $webapp = Get-SPWebApplication http://sitename foreach ($s in $webapp.sites) {$s.VisualUpgradeWebs() } (58)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Monitoring and Operations Monitoring (59) Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Proactive Resolution• Developer Dashboard – Empower developers and users• Integrated Health Analyzer – Runs when necessary – Alerts anomalies – Fixes when it can• Web Analytics – User usage – Resource usage (60)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Logging, Monitoring, and Alerts• Unified Logging ULS Logs• Out-of-the-box reports• Richer Web Analytics Windows Events• Open Schema Logging• SCOM Integration Page requests DB• PLUS Feature – Developer Dashboard Logging – Health Analyzer Health data (61)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Monitoring – General• Monitoring – SCOM – Central Admin • Health Analyzer – Site Collection Web Analytics – Developer Dashboard • stsadm –o setproperty –pn developer-dashboard –pv OnDemand • (Get-SPFarm).PerformanceMonitor.DeveloperDashboardLevel = "OnDemand" – Troubleshooting • Correlation ID – One GUID to rule them all! • ULS Logs, Event Logs, Performance Monitor – OR • WSS_Logging DB (62)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Monitoring – WSS_Logging• Query Database Views Directly• Requires Timer Jobs Enabled – Diagnostic Data Provider: Trace Log – Diagnostic Data Provider: Event Log• ULS Configuration Matters• Database will GROW!• Aggregates from ALL Servers• Sample: – SELECT * FROM [WSS_Logging].[dbo].[ULSTraceLog] WHERE CorrelationID = 04377DAE- C2FD-4DBE-A57E-101B3005059E (63)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • Backup/Recovery• Third Party Tools• Recycle Bin• Granular / Site Collection Backup (UI) – *.bak file – Restore-SPSite• Unattached Recovery – Browse unattached content database – Account needs DB permissions – Database need not be on the same server! – No more granular than list or library! – Browse Content • Export Site or List – Export as a CMP file – PowerShell restore • PS: Import-SPWeb http://msshome2010 –Path C:ListRecovery.cmp• SQL Backup• SharePoint Backup (UI or script) (64)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • STSADM Backup@echo offecho ==================================================echo Backup the farmecho ==================================================@SET stsadm="C:Program FilesCommon FilesMicrosoft SharedWebServer Extensions12BINstsadm"rmdir /S /Q "spsql08spbackupfarmold"ren "spsql08spbackupfarm" "farmold"md "spsql08spbackupfarm"%stsadm% -o backup -directory "spsql08spbackupfarm" -backupmethod fullecho complete (65)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • PowerShell Backup# NOT NEEDED write-outputwrite-host ==================================================write-host Backup the farmwrite-host ==================================================Add-PSSnapIn Microsoft.SharePoint.PowershellRemove-Item -Path "C:PSBackupfarmold“ -recurseRename-Item -Path "C:PSBackupfarm" -NewName "farmold"New-Item -type directory -path C:PSBackupfarmBackup-SPFarm -directory "C:PSBackupfarm" -backupmethod full –verbose –percentage 5Write-host Backup complete (66)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • PowerShell• SharePoint Shell vs. Base Shell – Add-PSSnapin Microsoft.Sharepoint.Powershell• Command -? – Get-Help Command – Get-Help Command –examples• Pipe – Get-Command –Noun SP* – Get-Command – Noun SP* | Select Name – Get-Command – Noun SP* | Select Name | Out-File Commands.txt• Get-SPSite –limit all | Get-SPWeb –limit all | Select URL, webtemplate | Out-GridView – WindowsPowerShell Integrated Scripting Environment to allow Out-GridView• Tips – Ask Todd K or Brian J (67)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Some Useful PowerShell Snippets• Visual Update a range of sites: $webapp = Get-SPWebApplication http://sitename foreach ($s in $webapp.sites) {$s.VisualUpgradeWebs() }• Site Backup• Add MMS Term $str = “SAMPLE” $site = new-object Microsoft.SharePoint.SPSite("http://MYSITE") $session = new-object Microsoft.SharePoint.Taxonomy.TaxonomySession($site) $termstore = $session.TermStores[“MYTERMSTORE"] […create group…] […create term set…] $term = $termset.CreateTerm($str, 1033) (68)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Some Useful PowerShell Snippets II• Create and configure a library #Load the Sharepoint .net Assembly [System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoin t") #set the url of the site collection to a variable $siteurl = "http://msshome2010/" $subsitename = "Marketing" $newlibraryname = "NewLib" $newlibrarydesc = "NewLib Description" #create the new object passing the site collection URL, attach subsite $mysite=new-object Microsoft.SharePoint.SPSite($siteurl) $subsite = $mysite.openweb($subsitename) #make the new library - 101 is the generic for DocumentLibrary template $subsite.lists.add($newlibraryname ,$newlibrarydesc, 101) #open the new library and break inheritance $mylib = $subsite.lists[$newlibraryname] $mylib.BreakRoleInheritance($false) (69)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Developer investments Use existing knowledge and resources with VS 2010 integrationExtensibility forSharePoint artifacts Support for SharePoint Import solutions from Sandboxed Solutions SharePoint Designer, including Workflow (70) Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Visual Studio 2010 SharePoint Support• Project and Item Templates – Templates for many SharePoint elements – Support for sandboxed solutions• Visual Designers – Design web parts – Build Business Data Connectivity (BDC) models – Create Workflows• Workflow Enhancements – Site level workflows – Templates for association & initiation forms• Deploy/debug directly from IDE (73)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Development Continuum Business Analyst/Process Designer/IW/Power User Professional developer Designer Import WSP Package Export (74)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Developer Dashboard Improve customized solutions with the Developer Dashboard (75)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Governable self-service deployment with SandBoxed Solutions What can be deployed? • Web Parts • Event Receivers • Feature Activation Receivers • Workflow Actions • InfoPath Forms • Site and List Templates Restricted to Limited resources • Code CPU Time • SQL Execution Time • Number Exceptions Custom Code is Isolated • Separate Process/Server (76)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC. • Scale Out
  • Development Support - Sandbox• Why? Allow untrusted code to run without impacting the enterprise farm – Systems Settings | User Solutions – Block Solutions• Requirement - Microsoft SharePoint Foundation User Code Service• Deploy – Upload WSP to Solution Gallery – Activate/Deploy – Monitor Usage (77)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Development Support – Resizing the Sandbox• CA | Application Management – Manage Quotas and Locks • (Also where you can set a site collection read-only)• Daily quota is 300 points – includes AbnormalProcessTerminationCount, CPUExecutionTime, CriticalExceptionCount, InvocationCount, PercentProcessorTime, ProcessCPUCycles, ProcessHandleCount, ProcessIOBytes, ProcessThreadCount, ProcessVirtualBytes, SharePointDatabaseQueryCount, SharePointDatabaseQueryTime, UnhandledExceptionCount, UnresponsiveprocessCount• Reconfigure values via PowerShell (unlikely)• Examine them using: – [Microsoft.SharePoint.Administration .SPUserCodeService]::Local.ResourceM easures (78)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC.
  • Development Support – Three Regions• Why: – Protecting customer assets – Assuring smooth transition of developed solutions to production environment – Minimizing incidents/downtime in production environment – Best practices have a permissions barrier between development and production environments• Concepts – Production regions should be optimized for maximum performance and reliability. – Test or staging regions should match production as closely as is practical – Avoid the use of shared physical assets across the three regions. – Although SharePoint and SQL can support multiple instances on the same physical hardware, they also share access to some .NET code libraries (.e.g. the global assembly cache, or GAC), that make it impossible to release code to testing without also installing it into production. – Virtualization can provide federation without additional physical hardware• Change management requires acceptance and advance approval of scheduled changes to production environments• All changes MUST be documented and captured in a configuration master database and/or documentation• Releases by release engineers with temporary permission accounts (“firecall”) (79)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Development Support – Three Regions Development Staging/Test Production • Regions • often internal to developers • no Visual Studio, no MS • optimized hardware • problem reproduction that Office configurations • Sandbox require advanced inspection • match/mirror production as • highly secure tools (e.g. Visual Studio) are closely as possible; match • no use of user rotating done here hardware/system password accounts as • permissions can be looser, performance as closely as service accounts may have multiple practical • changes here can only be environments for multiple • security permissions match delivered and deployed developers production from source control and • sensitive data from • any sensitive data copied according to production production cannot be here stays under release methods copied here without production-grade controls masking or customer signoff • test accounts should be • changes here can be created in a separate OU if deployed ad hoc possible • changes here can only be delivered and deployed from source control and according to production release methods (80)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • OptimizationOptimization (81)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Those Missing Web App Settings 1 - General• Default Time Zone• Default Quota Template• Person Name Actions and Presence Settings (Default Enabled)• Alerts (Default = On) - Maximum number of alerts that a user can create: (Default = 5000)• RSS Settings (Default = Enabled)• Blog API Settings (Default = Enabled)• Browser File Handling - Additional security headers are added to documents served to web browsers. Web Page Security Validation (Expires after 30 Minutes)• Send User Name and Password in E-Mail (Enabled)• Master Page Setting for Application _Layouts Pages (Enabled)• Recycle Bin (On, 30Days Retention)• Maximum Upload Size - 50MB (82)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Those Missing Web App Settings 2 - Throttling• List View Threshold (Default 5000 Items)• List View Threshold for Auditors and Administrators (Default = 20000)• List View Lookup Threshold (Default = 8)• Daily Time Window for Large Queries (Default = Off)• List Unique Permissions Threshold (Default = 50000)• Backward-Compatible Event Handlers (Default = Off)• HTTP Request Monitoring and Throttling (Default = On)• Change Log (Default = Purge After 60 Days) (83)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Optimization• IIS Bit Rate Throttling (Video) – Part of IIS Media Services 2.0 or greater – Download http://www.iis.net/download/BitRateThrottling – Configured through IIS Manager• Large File Upload Support: – Central Admin: 600MB Upload Size – IIS7 Connection Timeout 65536 seconds – Web app web.config = change line to • <httpRuntime maxRequestLength="2097151" executionTimeout="999999" /> – in 14hivetemplatelayoutsweb.config, change above line to same – Finally, as per http://support.microsoft.com/kb/944981/en-us add section to web.config to allow 600MB content length (it’s a new requirements in IIS7). • <system.webServer> • <security> • <requestFiltering> • <requestLimits maxAllowedContentLength="629145600"/> • </requestFiltering> • </security> (84)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Optimization• Disk-based BLOB Caching – Local store for audio/video, PDF other frequent read only files – Edit in Web.config (C:Inetpubwwwrootwssvirtualdirectories...) – <BlobCache location="" path=".(gif|jpg|jpeg|jpe|jfif|bmp|dib|tif|tiff|ico|png|wdp|hdp|css|j s|asf|avi|flv|m4v|mov|mp3|mp4|mpeg|mpg|rm|rmvb|wma|wmv)$" maxSize="10" enabled="false" /> • Location = Local Disk Location • maxSize = GB • Enabled = true• Different from RBS/EBS! (85)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Patching• Release Cycle – Major Service Packs 6-12 Months – Aggregated Cumulative Updates every two months.• Announcements – Microsoft usually announces them on the SharePoint Team MSDN blog, http://blogs.msdn.com/b/sharepoint/ and consolidates the latest patch news at: http://technet.microsoft.com/en- us/sharepoint/ff800847.aspx – Also, I tabulate all the patch versions and build numbers on my blog at http://blogs.kma-llc.net/microknowledge/version-build-numbers/• Service Packs are usually directly available for download.• For Cumulative Updates, you have to supply an email address, and you’ll be sent a link to a password encrypted download file. (86)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Patching – High Level Process • SharePoint Foundation Patch • SharePoint Server Patch • Run SharePoint Products and Technologies Wizard • (Or psconfig) • Sequential Application to Central Admin, Application Server(s), Web Front Deploy End Servers (87)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Patching Process• Run the SharePoint Foundation extracted file and accept the EULA.• Allow the first hotfix to run to conclusion. Don’t run the wizard!• Run the SharePoint Server hotfix executable and allow the patch to run to conclusion. Run the Wizard.• Login and run the SharePoint Products Configuration Wizard.• SharePoint Central Administration should launch, indicating that the system was successfully updated.• You can check on the health of the update in Central Admin > Upgrade and Migration > Check Product and Patch Installation Status.• There’s also a command line way to do the “Wizard” upgrade, using the psconfig utility: – psconfig.exe -cmd upgrade -inplace b2b -wait • “b2b” tells SharePoint its an upgrade from build-to-build within the same version (2010). (There is a “v2v” option that can be used to force an upgrade from 2007 to 2010.) • “Wait” tells the system to wait until the process is completed; there is also a “force” setting that cancels any other pending upgrade actions before starting the new upgrade request. (88)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Patching – Confirm Central Admin• You can confirm the system update by checking the Servers in Farm screen in Central Admin: (89)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Patching – Confirm via PowerShell• You can also use PowerShell for this:#Load the Sharepoint .net Assembly[System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoint")(get-spfarm).buildversion• This will give you similar output at the command line:PS C:Userssp2010admin> (get-spfarm).buildversionMajor Minor Build Revision----- ----- ----- --------14 0 5123 5000 (90)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Patching - Conclusion• Service Packs are usually fine to deploy when released• CU’s usually deployed to solve a specific issue – Regression testing not as extensive• TEST FIRST BEFORE PRODUCION ROLLOUT! (91)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • SQL Maintenance• Backups – Local Disk – easy but storage intensive – Agents – remote, requires extra software• RBS Maintenance – BLOB Orphans• Log Sizing – Full logged (default) generates huge t-logs – Simple doesn’t but prevents point in time restore (92)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • SQL Maintenance Plans• Weekly [Full] 2am Sundays – User DBs• Check Integrity• Rebuild Index [Keep Online – requires Enterprise]• Update Statistics• Full Backup – ?:SQLBackup and subs; Save as bak; Keep 4 wks• Cleanup History• Maintenance Cleanup – Remove bak files after 4 wks• Nightly [Diff] 2am Mon-Sat – User DBs• Differential Backup – ?:SQLBackup and subs; Save as bak; Keep 2 wks.• Transaction Log Backup – ?:SQLBackup and subs; Save as trn; Keep 2 wks• Cleanup History• Maintenance Cleanup – Remove trn files after 2 wks (93)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • CustomizationToolbox• Internet Explorer• InfoPath• SharePoint Designer• Visual Studio• SQL BI Development StudioTwitter hashtag: #sptechcon (94) Copyright 2011 © KMA, LLC. 94
  • Customize Around the SharePoint Wheel Ribbon UI SharePoint Workspace SharePoint Mobile Office Client and Office Web App Integration Business Connectivity Services Standards Support InfoPath Form Services External Lists Workflow SharePoint Designer Sites Tagging, Tag Cloud, Ratings Visual Studio Social Bookmarking API Enhancements REST/ATOM/RSS Composites Communities Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org BrowserPerformancePoint Services Insights ContentExcel ServicesChart Web PartVisio ServicesWeb Analytics Enterprise Content Types Search Metadata and NavigationSQL Server IntegrationPowerPivot Document Sets Multi-stage Disposition Social Relevance Audio and Video Content Types Phonetic Search Remote Blob Storage Navigation List Enhancements (95) Twitter hashtag: #sptechcon FAST Integration Copyright 2011 © KMA, LLC. All rights reserved. Enhanced Pipeline
  • Sites Customization• SharePoint Workspace• PPTX Themes – Open PowerPoint – Save as Office Theme – Go to Site Collection Root Site Settings – Upload to Theme Gallery – Go to Target and apply theme (96)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Content Customization• Content – Send To and Content Organizer – Managed Metadata • Site or SSA • Metadata NavigationFunction Feature Scope Where to configure itContent Organizer Site Site Settings | Content Organizer RulesHold and eDiscovery Site Site Settings | Hold and eDiscovery SectionIn place Records Management Site Collection Context Menu | Compliance DetailsSend to Records Center Define in Central Admin Central Admin: General Settings | Send TO ConnectionsILM Variable Content Type definition; or override at library/folder level in library settings – Information Management Policy Settings (97)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Communities Customization• User Profile Engineering – Dec 2010 CU or Better! – Profile Svcs – Start UP SynchronizationService on the server – Check Time Svc for ProfileSynchronizationSetupJob – DirSync for User Profiles account - - Replicate Directory Changes on your AD From KB 303972 • Open the Active Directory Users and Computers snap-in • On the View menu, click Advanced Features. • Right-click the domain object, such as "company.com", and then click Properties. • Click the desired user account. • Click to select the Replicating Directory Changes check box from the list. • Add to PreWindows2KCompatibiltiyGroup – Start Service on Server And Wait – Define Profile Connection – Run Initial Synchronization• Enable Activity Feed Timer Job (98)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Insights - SharePoint Charting• Native to SharePoint (Web Part)• Code-free solution – uses web part and native lists• Data sources – Other Lists (Site Collection) – BCS/Business Data Catalog – Excel Services• Standard Types – Bar, Area, Line, Bubble, Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid• Typical use - quick visualization of SharePoint data• Quick tip – use the wizard (99)Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • Insights - PowerPivot• Like Excel Web Access except underlying data can be sourced from: – SQL, Analysis Services Cube, SSRS Report – Access – Power Pivot/Excel – Data Feeds (XML, Atom, Azure, WCF OData, Dallas) – Oracle, Teradata, Sybase, DB2 – ODBC – Text files• Data doesn’t live in spreadsheet; 1-10MM row datasets• Excel client (http://www.powerpivot.com/download.aspx) and SharePoint Server (SQL) components• Released with SQL Server 2008 R2 but doesn’t use R2 Engine• Excel optimized to handle data management and memory cache locally; can be memory intensive• Separate SSA; runs a SQL SSAS cube; SharePoint builds cache and optimizes• Use when Excel modeling skills are high but data is too large or too heterogeneous to keep in multiple Excel spreadsheets• Quick tip: www.powerpivotgeeks.net (100)Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • Search Customization• Authoritative Sites• Inspect the Crawl Logs – Top Level Errors are more relevant• Extend Search to Windows 7 Desktop• Add Federated Search Providers• Review Query Logs for Usability Design• Make Sure Topology Is Redundant• Make Sure Topology Runs on the “Right” Servers (101)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Composites Customization• BCS Configuration and Troubleshooting• Configure Secure Store Service – Make sure unattended access account is provisioned• BCS SSA – BDC Service – Specify an unattended access account• SharePoint Designer – New External Content Type • External Systems | Operation Designer | Define Operations – New External List• Central Admin – Confer appropriate end user permissions (102)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Best Practices (103)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Troubleshooting – Top Support Questions• Users Receive “Cannot Connect to Configuration Database” Web Page – SharePoint farm account is locked out• No one can upload anything but site is up – Database disk volume is full – check transaction logs, backups – In virtualized environment, host file systems may be full• I can’t find a document I think I should see; Someone can’t see a file I just uploaded – Security and permission variations – Document “movement” (a/k/a ECM) try search by name or Document ID. Check ECM logs/audits – Confirm permissions, and make sure document is checked in (Required properties may be missing) (104)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Troubleshooting – More Top Support Questions• Repeated requests to re-enter Windows credentials – Add to Local intranet zone, add site, custom level, automatic login with current user name and password (it’s the last thing in the item list) – OR Trusted sites• My workflow didn’t start – Recycle timer service – “FixSharePoint.exe” = IISReset & Timer Service Recycle• I’m not seeing the right search results – Confirm that crawls are running and complete by checking crawl logs; restart a full crawl if crawls finish OK• I need a file back that I deleted – Recycle Bin Recovery – Use Backup & Restore (105)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Miscellaneous Tips and Tricks• Bad web parts on page – ?Contents=1 on end of URL• HyperV & DiskPart – From the run menu type "diskpart.exe" to enter the command line utility to resize disk partitions in Windows Server 2003. – The command list volume will show you all the available volumes. – Select your volume as shown below. select volume 1 corresponds to the "D" volume. – Extend the volume with the extend command; the partition will be immediately extended under the Disk Management snap in.• User Profile Sync – DirSync permissions in AD are essential (Replicating Directory Changes )• PSCONFIG for a stuck wizard – psconfig.exe -cmd upgrade -inplace b2b -wait• 14HIVEbin on PATH• How big is that site collection anyway? – Site Settings | Site Collection Analytics | Scroll down to Inventory and choose Storage Usage• How do I make a bigger template? – stsadm -o setproperty -propertyname max-template-document-size -propertyvalue size_in_bytes• Save site as template – To save any site as a template, just go to Site Actions | Site Settings | Save Site as template. This saves the site as a standard .WSP package in the Site Collection Solutions Gallery (/_catalogs/solutions/Forms/AllItems.aspx)• Auditing – In Central Admin | Security, configure Information Management Policy (/_admin/Policyfeatures.aspx). Make sure Auditing is Available – At the Site Collection Audit Settings screen (in Site Collection Administration) select the events you want to audit – Site Setting | Site Collection Administration | Audit Log Reports• Service Account Management in Central Admin – Security | Managed Service Accounts (106)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Governance• SharePoint 2010 provides more opportunities, and more importance for reengaging users and sponsors about governance issues than before• Major tools – Sandbox code – Query governors – SharePoint Designer • Now free (since 2008) • Allowed or denied or restricted - PlaceholderMain – Social tagging and ratings • I like it/I hate it • Ratings and adverse feedback – ECM • Records management - In place vs. Record Center • Content Organizer etc. • Who controls the lifecycle? (107)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Seven Deadly Sins for the SharePoint Professional
  • Seven Deadly Sins• No SQL maintenance plans• Default names for every database (WSS_CONTENT_12345abc…)• No patching• One environment for everything• One acct for everything• Single server install with SQL Express• Runaway content database size (109)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Seven Virtues for the SharePoint Professional
  • Seven SharePoint Virtues• Security Applied via AD Groups and SharePoint Groups• Review System Health• Test Restore and Recovery• Monthly Web Analytics Review – Usage, Storage, Search• PowerShell instead of STSADM• Governance• Use ECM, MMS, Clients, Archiving and Training to Keep Content in SharePoint, reduce accidental duplication and keep searching and browsing fresh (111)Twitter hashtag: #sptechcon Copyright 2011 © Knowledge Management Associates, LLC.
  • Congratulations! o You’re the new SharePoint Administrator!!! o And now o You understand: • Design and Architecture • Installation and Upgrade • Support and Maintenance and Optimization • PowerShell • Customizations • Troubleshooting • Best Practices • People from New York? (112)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • Resources• From Microsoft: – SharePoint 2010 site: http://sharepoint.microsoft.com – SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx– From KMA – Webinars, white papers and blogs at www.kma-llc.net (113)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.
  • • Questions?• Evaluations• Next Steps – SPTechCon Book Signing (SharePoint 2010 Consultant’s Handbook – Managed Metadata Services) First 50 Free! – Data Visualization/Business Intelligence (Wed) – SPS San Diego Feb 2011, SPS Redmond March 2011, SPS Boston April 2011 (114)Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010
  • Thank you…• Contact Details – Email cmcnulty@kma-llc.net – Blog http://blogs.kma-llc.net/microknowledge – Twitter: http://twitter.com/cmcnulty2000 – LinkedIn:http://www.linkedin.com/in/cmcnulty (115)Twitter hashtag: #sptechcon Copyright 2011 © KMA, LLC. All rights reserved.