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Michael NoelBUILDING THE PERFECTSHAREPOINT 2010 FARM BEST PRACTICES FROM THE FIELD
MICHAEL NOEL•    Author of SAMS Publishing titles “SharePoint 2007 Unleashed,” the upcoming     “SharePoint 2010 Unleashed...
WHAT WE WILL COVER• Examine various SharePoint 2010 farm architecture best Practices  that have developed over the past ye...
ARCHITECTING THE FARM
Architecting the FarmUnderstanding the Three Tiers of SharePoint Infrastructure                             Web           ...
Architecting the Farm               Small Farm Examples                                     DB and SP Roles Separate„All-i...
Architecting the Farm                 Smallest Highly Available Farm• 2 SharePoint Servers running  Web and Service Apps• ...
Architecting the Farm               Best Practice „Six Server Farm‟• 2 Dedicated Web Servers  (NLB)• 2 Service Application...
Architecting the Farm                                    Scaling to Large Farms•   Multiple Dedicated Web    Servers•   Mu...
Architecting the Farm                        FAST Search• Previously a third party product ($$$$)• More reasonable pricing...
Architecting the Farm                FAST Search – Comparison Matrix – Slide 1 of 2               Feature            Share...
Architecting the Farm                   FAST Search – Comparison Matrix – Slide 2 of 2                    Feature         ...
VIRTUALIZATION OF SHAREPOINT          SERVERS
Virtualization of SharePoint Servers  Caveats – Be Sure to Understand Virtualization Concepts
Virtualization of SharePoint Servers            Virtual Guest Processor and Memory Guidelines                        vCPU ...
Virtualization of SharePoint Servers        Sample 1: Small Single Server Environment / No HA   Allows organizations that...
Virtualization of SharePoint Servers             Sample 2: Two Server Highly Available Farm   High-    Availability    ac...
Virtualization of SharePoint Servers         Sample 3: Mix of Physical and Virtual Servers – Best Perf   Highest    trans...
Virtualization of SharePoint Servers    Sample 4: Scaling to Large Virtual Environments
Virtualization of SharePoint Servers                      Virtualization Performance Monitoring•   Processor (Host Only)  ...
Virtualization of SharePoint Servers         Quick Farm Provisioning using VMM/Virtual Center1. Create new Virtual Guest (...
DemoQUICK FARM PROVISIONING WITH VMM 2012
DATA MANAGEMENT
Data Management      Distribute Data Across Content DBs and Site Collections• Start with a distributed architecture of con...
Data Management              Binary Large OBject (BLOB) Storage• BLOBs are unstructured content stored in SQL• Includes al...
Data Management             Getting your BLOBs out of the Content DBs• Can reduce dramatically the size of Content DBs, as...
SQL DATABASE OPTIMIZATION
SQL Database Optimization         Content Databases Distributed Between Multiple Volumes Volume #1              Volume #2 ...
SQL Database Optimization      Content Databases Distributed Between Multiple Volumes• Break Content Databases and TempDB ...
SQL Database Optimization                      TempDB Best Practices•   TempDB is critical for performance•   Pre-size to ...
HIGH AVAILABILITY AND DISASTER          RECOVERY
HIGH AVAILABILITY AND DISASTER RECOVERY DATA TIER – CLUSTERING VS. MIRRORING• Clustering is Shared Storage, can‟t survive ...
HIGH AVAILABILITY AND DISASTER RECOVERY    DATA TIER – SQL DATABASE MIRRORING• Introduced in SQL 2005 SP1• Greatly improve...
High Availability and Disaster Recovery           Data Tier – Database Mirroring Model #1 – Single Site• Single Site• Sync...
High Availability and Disaster Recovery         Data Tier – Database Mirroring Model #2 – Cross-Site with HA• Two Sites• 1...
High Availability and Disaster Recovery          Data Tier – Database Mirroring Model #2 – Remote Farm• Two Sites• Two Far...
High Availability and Disaster Recovery            Data Tier – Database Support for Mirroring – Slide 1 of 2              ...
High Availability and Disaster Recovery             Data Tier – Database Support for Mirroring – Slide 2 of 2             ...
HIGH AVAILABILITY AND DISASTER RECOVERYTWO NODE/TWO INSTANCE CLUSTER – TAKE ADVANTAGE OF BOTHSERVERS
HIGH AVAILABILITY AND DISASTER RECOVERY    NETWORK LOAD BALANCING•   Hardware Based Load Balancing (F5, Cisco,    Citrix N...
HIGH AVAILABILITY AND DISASTER RECOVERY WINDOWS SOFTWARE NETWORK LOAD BALANCING RECOMMENDATIONS• Best Practice – Create Mu...
SHAREPOINT INSTALLATION
SHAREPOINT INSTALLATION SCRIPTED INSTALLATIONS• Good to understand how to install SharePoint from the  command-line, espec...
SHAREPOINT INSTALLATION  SAMPLES SCRIPTS – HTTP://TINYURL.COM/SPFARM-CONFIGFunction Configure-SPSearch {                  ...
SHAREPOINT INSTALLATION SOME MANUAL SERVICE APPS STILL REQUIRED• Due to complexity and/or bugs, certain Service Apps  will...
SHAREPOINT INSTALLATION DOCUMENT THE CONFIGURATION AND MONITOR CHANGES• Document all key settings in IIS, SharePoint, afte...
SECURITY
SHAREPOINT SECURITY LAYERS OF SECURITY IN A SHAREPOINT ENVIRONMENT• Infrastructure Security and Best Practices    •   Phys...
FOR MORE INFORMATION• SharePoint 2010 Unleashed from SAMS Publishing  (http://www.samspublishing.com)• Windows Server 2008...
Thank you to our Sponsors Gold Sponsors                           Silver SponsorsBronze Sponsors
Michael Noel     Twitter: @MichaelTNoel          www.cco.comSlides: slideshare.net/michaeltnoel
SEASPC 2011 - Building the Perfect SharePoint 2010 Farm: Real World Best Practices from the Field
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SEASPC 2011 - Building the Perfect SharePoint 2010 Farm: Real World Best Practices from the Field

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SharePoint 2010 has matured over the past year, with improvements in scalability, enterprise search, and administration. Best practices from SharePoint 2007 are no longer relevant, and new guidance has emerged from the last year worth of SharePoint deployments. In addition, new features such as SharePoint FAST Search capabilities can have a significant effect on how an environment is architected. In addition, the popularity of server virtualization technologies have created new design options for SharePoint administrators, allowing for new and unique high availability and provisioning options. This session goes right to the heart of the matter, providing for physical and virtual architecture guidelines and specific configuration settings that can immediately be used to construct SharePoint 2010 environments that can be used to replace existing SharePoint 2007 farms. Architectural specifics are based on best practices obtained from existing SharePoint 2010 environments of multiple sizes and performance metrics gathered from both physical and virtual SQL Server and SharePoint environments will help you to build the ‘perfect’ SharePoint 2010 farm for your organization. • View real world SharePoint 2010 deployment models for environments of multiple sizes, including virtualized SharePoint farms • Gain access to specific design criteria for sizing a SharePoint farm and providing for high availability for all components • Get information to be able to build the ‘perfect’ highly available, high performance and scalable SharePoint 2010 environment that will stand the test of time

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  • Transcript of "SEASPC 2011 - Building the Perfect SharePoint 2010 Farm: Real World Best Practices from the Field "

    1. 1. Platinum Sponsor Gold Sponsors
    2. 2. Michael NoelBUILDING THE PERFECTSHAREPOINT 2010 FARM BEST PRACTICES FROM THE FIELD
    3. 3. MICHAEL NOEL• Author of SAMS Publishing titles “SharePoint 2007 Unleashed,” the upcoming “SharePoint 2010 Unleashed,” “SharePoint 2003 Unleashed”, “Teach Yourself SharePoint 2003 in 10 Minutes,” “Windows Server 2008 R2 Unleashed,” “Exchange Server 2010 Unleashed”, “ISA Server 2006 Unleashed”, and many other titles .• Partner at Convergent Computing (www.cco.com / +1(510)444-5700) – San Francisco, U.S.A. based Infrastructure/Security specialists for SharePoint, AD, Exchange, Security
    4. 4. WHAT WE WILL COVER• Examine various SharePoint 2010 farm architecture best Practices that have developed over the past year• Examine SharePoint Best Practice Farm Architecture• Understand SharePoint Virtualization Options• Explore SharePoint DR and HA strategies using Database Mirroring• Explore other common best Practices (RBS, SSL, NLB)• A large amount of best Practices covered (i.e. Drinking through a fire hose,) goal is for you to be able to take away at least 2-3 useful pieces of information that can be used in your environment
    5. 5. ARCHITECTING THE FARM
    6. 6. Architecting the FarmUnderstanding the Three Tiers of SharePoint Infrastructure Web Service Apps Data
    7. 7. Architecting the Farm Small Farm Examples DB and SP Roles Separate„All-in-One‟ (Avoid)
    8. 8. Architecting the Farm Smallest Highly Available Farm• 2 SharePoint Servers running Web and Service Apps• 2 Database Servers (Clustered or Mirrored)• 1 or 2 Index Partitions with equivalent query components• Smallest farm size that is fully highly available
    9. 9. Architecting the Farm Best Practice „Six Server Farm‟• 2 Dedicated Web Servers (NLB)• 2 Service Application Servers• 2 Database Servers (Clustered or Mirrored)• 1 or 2 Index Partitions with equivalent query components
    10. 10. Architecting the Farm Scaling to Large Farms• Multiple Dedicated Web Servers• Multiple Dedicated Service App Servers• Multiple Dedicated Query Servers• Multiple Dedicated Crawl Servers, with multiple Crawl DBs to increase parallelization of the crawl process• Multiple distributed Index partitions (max of 10 million items per index partition)• Two query components for each Index partition, spread among servers
    11. 11. Architecting the Farm FAST Search• Previously a third party product ($$$$)• More reasonable pricing now• Highly tuned and specialized search engine for SharePoint and also as an enterprise search platform• Replaces SharePoint 2010 Native Search if used• „Net new‟ features built-in.
    12. 12. Architecting the Farm FAST Search – Comparison Matrix – Slide 1 of 2 Feature SharePoint Foundation Search Server 2010 Express Search Server 2010 SharePoint Server 2010 FAST Search Server 2010 for 2010 SharePointBasic search X X X X XBest Bets X X X XSearch Scopes X X X XCrawled and Managed Properties X X X XQuery Federation X X X XQuery Suggestions X X X XRelevancy Tuning by Document or X X X XSite PromotionsShallow Results Refinement X X X XWindows 7 Federation X X X X
    13. 13. Architecting the Farm FAST Search – Comparison Matrix – Slide 2 of 2 Feature SharePoint Foundation Search Server 2010 Express Search Server SharePoint Server 2010 FAST Search Server 2010 for 2010 2010 SharePointPeople Search X XSocial Search X XTaxonomy Integration X XMulti-Tenant Hosting X XVisual Best Bets XSimilar Results XDuplicate Results XSearch Enhancement based on user context XSort Results on Managed Properties or Rank XProfilesDeep Results Refinement XDocument Preview XRich Web Indexing Support X
    14. 14. VIRTUALIZATION OF SHAREPOINT SERVERS
    15. 15. Virtualization of SharePoint Servers Caveats – Be Sure to Understand Virtualization Concepts
    16. 16. Virtualization of SharePoint Servers Virtual Guest Processor and Memory Guidelines vCPU RAM (Bare RAM (Recommend) RAM Minimum) (Ideal)Web Only* 2 6GB 8GB 12GBService Application 2 6GB 8GB 12GBRoles OnlyDedicated Search 2 8GB 10GB 16GBService AppCombined 4 10GB 12GB 18GBWeb/Search/ServiceAppsDatabase* 4 10GB 16GB 24GB
    17. 17. Virtualization of SharePoint Servers Sample 1: Small Single Server Environment / No HA Allows organizations that wouldn‟t normally be able to have a test environment to run one Allows for separation of the database role onto a dedicated server
    18. 18. Virtualization of SharePoint Servers Sample 2: Two Server Highly Available Farm High- Availability across Hosts All components Virtualized Uses only two Windows Ent Edition Licenses
    19. 19. Virtualization of SharePoint Servers Sample 3: Mix of Physical and Virtual Servers – Best Perf Highest transaction servers are physical Multiple farm support, with DBs for all farms on the SQL cluster
    20. 20. Virtualization of SharePoint Servers Sample 4: Scaling to Large Virtual Environments
    21. 21. Virtualization of SharePoint Servers Virtualization Performance Monitoring• Processor (Host Only) • Network Bandwidth – Bytes • <60% Utilization = Good Total/sec • 60%-90% = Caution – <40% Utilization = Good • >90% = Trouble – 41%-64% = Caution• Available Memory – >65% = Trouble • 50% and above = Good • Network Latency - Output • 10%-50% = OK Queue Length • <10% = Trouble – 0 = Good• Disk – Avg. Disk sec/Read or Avg. Disk – 1-2= OK sec/Write – >2 = Trouble • Up to 15ms = fine • 15ms-25ms = Caution • >25ms = Trouble
    22. 22. Virtualization of SharePoint Servers Quick Farm Provisioning using VMM/Virtual Center1. Create new Virtual Guest (Windows Server 2008 R2)2. Install SP2010 Binaries. Stop before running Config Wizard3. Turn Virtual Guest into Template, modify template to allow it to be added into domain4. Add PowerShell script to run on first login, allowing SP to be added into farm or to create new farmEnd Result - 15 minute entire farm provisioning…quickly add serversinto existing farms or create new farms (Test, Dev, Prod) on demand
    23. 23. DemoQUICK FARM PROVISIONING WITH VMM 2012
    24. 24. DATA MANAGEMENT
    25. 25. Data Management Distribute Data Across Content DBs and Site Collections• Start with a distributed architecture of content databases from the beginning, within reason (more than 50 per SQL instance is not recommended)• Distribute content across Site Collections from the beginning as well, it is very difficult to extract content after the face• Allow your environment to scale and your users to „grow into‟ their SharePoint site collections
    26. 26. Data Management Binary Large OBject (BLOB) Storage• BLOBs are unstructured content stored in SQL• Includes all documents, pictures, and files stored in SharePoint• Excludes Metadata and Context, information about the document, version #, etc.• Until recently, could not be removed from SharePoint Content Databases• Classic problem of structured vs. unstructured data – unstructured data doesn‟t really belong in a SQL Server environment
    27. 27. Data Management Getting your BLOBs out of the Content DBs• Can reduce dramatically the size of Content DBs, as upwards of 80%- 90% of space in content DBs is composed of BLOBs• Can move BLOB storage to more efficient/cheaper storage• Improve performance and scalability of your SharePoint deployment – But highly recommended to use third party
    28. 28. SQL DATABASE OPTIMIZATION
    29. 29. SQL Database Optimization Content Databases Distributed Between Multiple Volumes Volume #1 Volume #2 Volume #3 Volume #4DB-A DB-B DB-A DB-B DB-A DB-B DB-A DB-BFile 1 File 1 File 2 File 2 File 3 File 3 File 4 File 4 Tempdb File 1 Tempdb File 2 Tempdb File 3 Tempdb File 4
    30. 30. SQL Database Optimization Content Databases Distributed Between Multiple Volumes• Break Content Databases and TempDB into multiple files (MDF, NDF), total should equal number of physical processors (not cores) on SQL server.• Pre-size Content DBs and TempDB to avoid fragmentation• Separate files onto different drive spindles for best IO perf.• Example: 100GB total Content DB on Four-way SQL Server would have four database files distributed across four sets of drive spindles = 25GB pre-sized for each file.
    31. 31. SQL Database Optimization TempDB Best Practices• TempDB is critical for performance• Pre-size to 20% of the size of the largest content database.• Break into multiple files across spindles as noted• Note there is a separate TempDB for each physical instance• Note that if using SQL Transparent Data Encryption (TDE) for any databases in an instance, the tempDB is encrypted.
    32. 32. HIGH AVAILABILITY AND DISASTER RECOVERY
    33. 33. HIGH AVAILABILITY AND DISASTER RECOVERY DATA TIER – CLUSTERING VS. MIRRORING• Clustering is Shared Storage, can‟t survive storage failure, makes Mirroring more attractive• Clustering fails over more quickly• Mirroring is not supported for all databases, but Clustering is• Both Clustering and Mirroring can be used at the same time (Instance to Instance)
    34. 34. HIGH AVAILABILITY AND DISASTER RECOVERY DATA TIER – SQL DATABASE MIRRORING• Introduced in SQL 2005 SP1• Greatly improved in SQL 2008 and now SQL 2008 R2• Available in Enterprise and Standard (Synchronous only) editions• Works by keeping a mirror copy of a database or databases on two servers• Can be used locally, or the mirror can be remote• Can be set to use a two-phase commit process to ensure integrity of data across both servers• Can be combined with traditional shared storage clustering to further improve redundancy• SharePoint 2010 is now Mirroring aware!
    35. 35. High Availability and Disaster Recovery Data Tier – Database Mirroring Model #1 – Single Site• Single Site• Synchronous Replication• Uses a SQL Witness Server to Failover Automatically• Mirror all SharePoint DBs in the Farm
    36. 36. High Availability and Disaster Recovery Data Tier – Database Mirroring Model #2 – Cross-Site with HA• Two Sites• 1-10 ms Latency max• 1Gb Bandwidth minimum• Farm Servers in each location• Auto Failover
    37. 37. High Availability and Disaster Recovery Data Tier – Database Mirroring Model #2 – Remote Farm• Two Sites• Two Farms• Mirror only Content DBs• Failover is Manual• Read-only Mode possible• Must Re- Attach and Re-Index
    38. 38. High Availability and Disaster Recovery Data Tier – Database Support for Mirroring – Slide 1 of 2 Synchronous Asynchronous Mirror Support Mirror SupportConfiguration XCentral Administration content XContent Databases X XUsage and Health Data CollectionBusiness Data Connectivity XApplication Registry service * (BDC Upgrade)Subscription Settings service * (PowerShell Enabled) XSearch – Search Administration XSearch - Crawl XSearch - Property X
    39. 39. High Availability and Disaster Recovery Data Tier – Database Support for Mirroring – Slide 2 of 2 Synchronous Asynchronous Mirror Support Mirror SupportUser Profile - Profile XUser Profile - SynchronizationUser Profile – Social TaggingWeb Analytics - StagingWeb Analytics - Reporting XSecure Store X XStage XManaged Metadata XWord Automation Services XPerformancePoint X
    40. 40. HIGH AVAILABILITY AND DISASTER RECOVERYTWO NODE/TWO INSTANCE CLUSTER – TAKE ADVANTAGE OF BOTHSERVERS
    41. 41. HIGH AVAILABILITY AND DISASTER RECOVERY NETWORK LOAD BALANCING• Hardware Based Load Balancing (F5, Cisco, Citrix NetScaler – Best performance and scalability• Software Windows Network Load Balancing fully supported by MS, but requires Layer 2 VLAN (all packets must reach all hosts.) Layer 3 Switches must be configured to allow Layer 2 to the specific VLAN.• If using Unicast, use two NICs on the server, one for communications between nodes.• If using Multicast, be sure to configure routers appropriately• Set Affinity to Single (Sticky Sessions)• If using VMware, note fix to NLB RARP issue (http://tinyurl.com/vmwarenlbfix)
    42. 42. HIGH AVAILABILITY AND DISASTER RECOVERY WINDOWS SOFTWARE NETWORK LOAD BALANCING RECOMMENDATIONS• Best Practice – Create Multiple Web Apps with Load-balanced VIPs (Sample below) • Web Role Servers • sp1.companyabc.com (10.0.0.101) – Web Role Server #1 • sp2.companyabc.com (10.0.0.102) – Web Role Server #2 • Clustered VIPs shared between SP1 and SP2 (Create A records in DNS) • spnlb.companyabc.com (10.0.0.103) - Cluster • spca.companyabc.com (10.0.0.104) – SP Central Admin • spsmtp.companyabc.com (10.0.0.105) – Inbound Email VIP • home.companyabc.com (10.0.0.106) – Main SP Web App (can be multiple) • mysite.companyabc.com (10.0.0.107) – Main MySites Web App
    43. 43. SHAREPOINT INSTALLATION
    44. 44. SHAREPOINT INSTALLATION SCRIPTED INSTALLATIONS• Good to understand how to install SharePoint from the command-line, especially if setting up multiple servers.• Allows for options not available in the GUI, such as the option to rename databases to something easier to understand.• Use PowerShell with SharePoint 2010• Sample scripts available for download…
    45. 45. SHAREPOINT INSTALLATION SAMPLES SCRIPTS – HTTP://TINYURL.COM/SPFARM-CONFIGFunction Configure-SPSearch { PARAM($AppPool, $FarmName, $SearchServiceAccount) $searchServiceInstance = Get-SPEnterpriseSearchServiceInstance -local Start-SPEnterpriseSearchServiceInstance -Identity $searchServiceInstance $dbName = $FarmName + "_SearchServiceApplication" $searchApplication = New-SPEnterpriseSearchServiceApplication -Name "$FarmName Search Service Application" -ApplicationPool $AppPool -DatabaseName $dbName $searchApplicationProxy = New-SPEnterpriseSearchServiceApplicationProxy -name "$FarmName Search Service Application Proxy" -SearchApplication $searchApplication Set-SPEnterpriseSearchAdministrationComponent -SearchApplication $searchApplication -SearchServiceInstance $searchServiceInstance $crawlTopology = New-SPEnterpriseSearchCrawlTopology -SearchApplication $searchApplication $crawlDatabase = Get-SPEnterpriseSearchCrawlDatabase -SearchApplication $searchApplication New-SPEnterpriseSearchCrawlComponent -CrawlTopology $crawlTopology -CrawlDatabase $crawlDatabase -SearchServiceInstance $searchServiceInstance while($crawlTopology.State -ne "Active") { $crawlTopology | Set-SPEnterpriseSearchCrawlTopology -Active -ErrorAction SilentlyContinue if ($crawlTopology.State -ne "Active") { Start-Sleep -Seconds 10 } } $queryTopology = New-SPenterpriseSEarchQueryTopology -SearchApplication $searchApplication -partitions 1 $searchIndexPartition = Get-SPEnterpriseSearchIndexPartition -QueryTopology $queryTopology
    46. 46. SHAREPOINT INSTALLATION SOME MANUAL SERVICE APPS STILL REQUIRED• Due to complexity and/or bugs, certain Service Apps will need to be manually configured in most cases.• This includes the following: • PerformancePoint Service Application • User Profile Service Application • Web Analytics Service Application
    47. 47. SHAREPOINT INSTALLATION DOCUMENT THE CONFIGURATION AND MONITOR CHANGES• Document all key settings in IIS, SharePoint, after installation• Consider monitoring for changes after installation for Config Mgmt.• Great tool for this is the SPDocKit - can be found at http://tinyurl.com/spdockit
    48. 48. SECURITY
    49. 49. SHAREPOINT SECURITY LAYERS OF SECURITY IN A SHAREPOINT ENVIRONMENT• Infrastructure Security and Best Practices • Physical Security • Best Practice Service Account Setup • Kerberos Authentication• Data Security • Role Based Access Control (RBAC) • Transparent Data Encryption (TDE) of SQL Databases • Antivirus• Transport Security • Secure Sockets Layer (SSL) from Server to Client • IPSec from Server to Server• Edge Security • Inbound Internet Security (Forefront UAG/TMG)• Rights Management
    50. 50. FOR MORE INFORMATION• SharePoint 2010 Unleashed from SAMS Publishing (http://www.samspublishing.com)• Windows Server 2008 R2 Unleashed and/or Hyper-V Unleashed (http://www.samspublishing.com)• Microsoft „Virtualizing SharePoint Infrastructure‟ Whitepaper (http://tinyurl.com/virtualsp)• Microsoft SQL Mirroring Case Study (http://tinyurl.com/mirrorsp )• Failover Mirror PowerShell Script (http://tinyurl.com/failovermirrorsp )• SharePoint Kerberos Guidance (http://tinyurl.com/kerbsp)• SharePoint Installation Scripts (http://tinyurl.com/SPFarm- Config)• Contact us at CCO.com
    51. 51. Thank you to our Sponsors Gold Sponsors Silver SponsorsBronze Sponsors
    52. 52. Michael Noel Twitter: @MichaelTNoel www.cco.comSlides: slideshare.net/michaeltnoel
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