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SPSDC Federal 10.16.2010  - The SharePoint Beast
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SPSDC Federal 10.16.2010 - The SharePoint Beast

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  • The SharePoint Server has gained a lot of popularity with the release of Microsoft Office SharePoint Server 2007. With the inclusion of document management and enterprise search capabilities, as well as Records Center and Excel Services modules, more and more companies are turning toward SharePoint in search of solutions to their business problems. With this growth comes big opening for business opportunities, but those who don’t have the right training approach stand to lose out on a customer’s or internal business units satisfaction.Some of the SharePoint environment roles are often defined as IT related, and information workers are often overlooked.Lack of training is the number one
  • Transcript

    • 1. Wrapping Your Head Around the SharePoint Beast
      Mark Rackley – Solutions Architect
      Email: mrackley@gmail.com
      Blog: http://www.sharepointhillbilly.com
      Twitter: http://www.twitter.com/mrackley
    • 2. Presentation Outline
      What can SharePoint do for me?
      SharePoint Overview
      Logical Architecture & Taxonomy
      Governance
      Path to development nirvana
      The Importance of Community
      Avoiding Beginner Hurdles
      2
    • 3.
    • 4.
    • 5. What can SharePoint Do For Me?
      5
      Source: http://www.sharepointcowboy.com
    • 6. 5 Stages of Learning SP Dev
      • Denial – “They aren’t really going to make me learn this.  They’ll forget all about it in the next few months and move onto something new.”
      • 7. Anger – “This is SO stupid! I can’t believe they are making me learn this! It’s impossible!”
      • 8. Bargaining – “Okay.. How about this, I’ll do support 24/7 for the rest of my life, just don’t make me learn this!”
      • 9. Depression – “It’s hopeless.  I’ll never learn this.  I wonder if McDonald’s is hiring?”
      • 10. Acceptance – “Well, it looks like I have no choice… maybe it won’t be that bad?  Hey! At least it will look good on my resume?”
      6
    • 11. What IS SharePoint?
      A File Share?
      Content Management?
      Workflow Engine?
      Collaboration Portal?
      A silver bullet for all your business processes?
      The cure for cancer?
    • 12. SharePoint is a PLATFORM
      “A ‘platform’ is a system that can be programmed and therefore customized by outside developers — users — and in that way, adapted to countless needs and niches that the platform’s original developers could not have possibly contemplated, much less had time to accommodate.”
      - Marc Andreessen, Netscape
    • 13. SharePoint Overview
    • 14. SharePoint Overview
    • 15. Terminology
      Timer Job
      (Remember when a Web Application was a Web Application)
      Farm
      Elevated Privileges
      Safe Control
      CAML
      Feature
      Site Column
      Declarative Workflow
      STSADM
      Application Page
      Site Collection
      Persisted Object
      Content Type
      Site Definition
      List Definition
      Solution Package
      Scope
      Content Database
      List Instance
      Event Receiver
      Central Administration
      ONET
      Publishing Page
      Web Application
      Theme
      List View
      Feature Receiver
      Team Site
      Field Control
      Client Object Model
    • 16. Server Farms
      A collection of SharePoint role servers and a SQL database server
      Servers can perform one or more functions (web front end, search, application, etc.)
      Farm-level features are managed via Central Administration
      Custom code can be deployed at the Farm level and managed centrally
      Solution Packages allow custom code to be automatically deployed across the farm
      Server Farm
      Web Front
      Ends
      Application
      Database
    • 17. SharePoint Overview
    • 18. SharePoint Overview
    • 19. Logical Architecture & Taxonomy
      Logical architecture model: Corporate deployment
      http://technet.microsoft.com/en-us/library/cc261995.aspx
      http://go.microsoft.com/fwlink/?LinkId=82151&clcid=0x409
      15
    • 20. Logical Architecture Diagram
      16
    • 21. 17
    • 22. Taxonomy Diagrams
      18
    • 23. Plan Your Logical Architecture & Taxonomy!!
      Where do you want to be in 2 years?
      How many farms? sites?
      Ensure you have the ability to expand
      Take into account licensing costs
      How are users going to connect?
      ISA? F5? SSL? FBA?
      Plan… Plan… Plan…
      19
    • 24. Avoid Analysis Paralysis!
      20
    • 25. Governance
      What is this thing everyone talks about?
      Get executive buy-in
      Set up committee
      As few IT people as possible, but led by IT
      Make sure decision makers from important departments play key role
      Document policies
      Determine correct level of control
      Too much will frustrate users
      Too little will render sites unusable
      Enforce Policies
      21
    • 26. Taxonomy & Governance
      22
      Community/Microsoft Recommended Core Corporate Intranet Taxonomy
    • 27. Information Architecture
      GUIDANCE: MICROSOFT OFFICE SHAREPOINT SERVER 2007 INFORMATION ARCHITECTURE
      http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspx
      23
      Microsoft Office SharePoint 2007 Information Architecture describes how to plan and design an information architecture and provides step-by-step instructions showing how to configure Microsoft® Office SharePoint® Server 2007 with these settings.
    • 28. Path To SharePoint Developer
      24
    • 29. Path To Development Nirvana (Well… maybe you won’t want to kill yourself anymore)
      End Users
      Create sites
      Work with lists & Document Libraries
      Use basic web parts
      Manage content
      Add users
      Manage simple workflows
      http://www.endusersharepoint.com
      25
    • 30. Path To SharePoint Developer
      Admins
      Be End User
      Configure SharePoint farm
      Use Central Admin
      Use STSADM
      Deploy Features
      Add Workflows to Lists
      Configure Search
      Be familiar with all out of the box web parts
      Know 12 Hive structure and what’s in there
      26
    • 31. Path To SharePoint Developer
      Developers
      Be Admin
      Know how & WHEN to use SharePoint Designer
      Be .NET developer
      Know XSLT, CAML, XML, JavaScript, jQuery, and other acronyms
      Be familiar with SharePoint Object Model
      Be familiar with SharePoint Web Services
      Be able to debug
      Be able to Package
      27
    • 32. What About Solution Architects?
      Be able to use all the acronyms appropriately
      Fake everything else (I’m kidding of course)
      28
    • 33. Not enough to know how - Use it properly!
      29
    • 34. Development Options
      Out of the box features
      Custom Views
      Web Parts
      SharePoint Designer
      Branding
      Custom Views
      External Datasources
      Javascript / jQuery
      Fancy GUI Stuff
      SPServices
      Web Services
      Visual Studio / remote development
      Object Model
      Visual Studio / On Server
      30
    • 35. SharePoint Designer… if you can’t say anything nice…
      SharePoint Designer (SPD)
      The Good
      Don’t have to develop on the server
      SPD Workflows
      Developing Branding
      Data View Web Parts
      The Bad
      SPD Workflows
      Un-Ghosting
      The Ugly
      Possible to break a site collection
      Be careful modifying default aspx files
      Migration & Restores
      DisconnectWorkflows
      Maintenance
      Don’t tell your boss what you have to do
      CONCLUSION - Don’t give End Users Access! Don’t connect to Production Server unless you fully understand the ramifications.
      31
    • 36. jQuery(The cause of, and the answer to, all your SharePoint Problems)
      No deployment necessary
      Put .js files in Document Library (or deploy to file system)
      Place code in CEWP (of in MP, IF you deploy the MP)
      Missing piece of SharePoint Out of the Box?
      Do complicated joins of data for reporting
      Graphical awesomeness with multitude of free libraries
    • 37. jQuery(The cause of, and the answer to, all your SharePoint Problems)
      SPServices
      jQuery library for accessing SharePoint’s Web Services
      Executes as authenticated user
      But be careful with jQuery
      Executed on the Client computer, not the server
      Can cause performance issues
      I wrote a couple of intro blogs for jQuery in SharePoint http://www.sharepointhillbilly.com
    • 38. Cracking open Visual Studio
      Dev on VM
      Free VHD from Microsoft (time bombed)
      2007 - http://www.microsoft.com/downloads/details.aspx?familyid=67F93DCB-ADA8-4DB5-A47B-DF17E14B2C74&displaylang=en
      2010 - http://www.microsoft.com/downloads/details.aspx?FamilyID=0c51819b-3d40-435c-a103-a5481fe0a0d2&displaylang=en
      Build your own if possible
      Windows Server 2003 / 2008
      SQL Server 2005 / 2008
      MOSS 2007 (Don’t do basic install!)
      Office
      SharePoint Designer
      Visual Studio
      SDK’s etc..
      34
    • 39. Custom Development
      Web Part Development
      Learn File Structure and XML files purpose
      35
    • 40. Development Tools… (There’s an App For that)
      Web Part Development cont.
      STSDev from http://codeplex.com
      Creates structure and XML files for you – avoids typos in XML
      Great build options:
      36
    • 41. More Development Goodness
      Dev/QA Farm
      Have One or Both!
      Should be as identical to production as possible
      80/20 Rule
      If it doesn’t make sense to do in SharePoint DON’T DO IT in SharePoint
      Packages? We don’t need no stinking Packages! Oh wait.. Yes we do…
      Create Deployable Solutions wherever possible
      If 50% of deployment is packages you are ahead of 90% of the companies out there
      37
    • 42. Debugging
      Event Logs
      Admin Tools->Computer Management-> Event Viewer
      38
    • 43. Debugging
      SharePoint Logs
      C:Program FilesCommon FilesMicrosoft ShareWeb Server Extensions12LOGS
      Can write to logs when writing custom code
      39
    • 44. Debugging – Visual Studio
      40
    • 45. Just because you can doesn’t mean you should…
      41
    • 46. Deployment
      42
    • 47. Solution Packages
      .WSP file (WSS Solution Package)
      Easily Deploy and Retract Files
      SharePoint manages deploying to multiple WFEs
      Deployed with STSADM
      #1 Best Practice For Developers!
    • 48. Solution Packages
      Contains two things
      All necessary files
      Instructions for handling those files
      What Can be deployed?
      Assemblies
      Any file to SharePoint Root
      Custom Code Access Security Policies
      Web Part definitions and resources
    • 49. Deployment
      Create detailed deployment scripts for admins
      Test scripts in QA environment
      45
    • 50. Free Tools…
      Custom Development / Deployment
      STSDev
      WSP Builder
      SPServices
      Access SharePoint Web Services using jQuery
      http://spservices.codeplex.com
      Don’t forget to check CodePlex!
    • 51. Free Tools Rock
      Internet Information Services (IIS) 6.0 Resource Kit Tools
      http://www.microsoft.com/downloads/details.aspx?FamilyID=56fc92ee-a71a-4c73-b628-ade629c89499&displaylang=en
      Metabase Explorer to fix port conflicts
      Fiddler – Web Debugging Proxy
      http://www.fiddler2.com/Fiddler2/version.asp
      Performance Tuning, inspect session data, etc
      Application Pool Manager
      http://www.harbar.net/articles/APM.aspx
      IIS Reset usually not necessary, recycle app pools is much quicker
      SQL to CAML Converter
      http://www.spsprofessional.com/sqlcaml.aspx
      47
    • 52. A Word (or two) About Community Don’t leave home without it!
      48
    • 53. OH COME ON!!
      49
    • 54. A Little Knowledge is a Dangerous Thing
      Site Collections
      Make sure you want it to be a top level site; non-trivial to move to sub-site
      All content for site-collection & sub-sites in same content database
      All list data for every site in content database is in same table
      Site features must be activated on parent site to be available to sub-sites
      Metadata
      Document Libraries
      Avoid Sub-Folders unless structure is well defined
      Use Metadata when possible
      Be aware of Versioning!
      50
    • 55. Trying to make your life easier
      SSL (Secure Sockets Layer)
      Create Site Collection as SSL with self signed certificate if don’t have certificate yet
      Consider use wildcard cert – use of SAN (Subject Alternate Name) certificate will mean buying whole new certificate if you add servers
      Service Accounts
      Basic install uses logged in user as service account
      Should not be obvious
      Locked out account will bring down farm
      Site Templates
      Master Pages and Themes must exist on target site
      10mb Size Limit???
      stsadm.exe -o setproperty -pn max-template-document-size -pv 500000
      51
    • 56. Where’s my freakin site templates?
    • 57. _Layouts/AreaTemplateSettings.aspx
    • 58. 54
    • 59. Why Did They Do That?
      I don’t think it means what you think it
      means…
      55
    • 60. Really???
      SQL Forms Based Authentication (FBA) Limitations
      Roles in Audiences
      56
    • 61. More FBA fun…
      SQL Forms Based Authentication (FBA) Limitations cont.
      Crawling content secured by FBA (extend for Windows authentication and crawl that)
      Office 2007 integration
      Resolving names
      http://msdn.microsoft.com/en-us/library/bb977430.aspx#MOSSFBAPart3_Introduction
      PROFILE SYNCING!!!!!!!
      Limitations if using ISA
      57
    • 62. To Avoid SharePoint Fail…
      58
      Image Source: http://theroosterstrikes.files.wordpress.com
    • 63. You Gotta Drink the Kool-Aid!
      Read Books
      Setup a VHD
      Read the blogs
      Join the Community
      Start a blog
      Attend events
      DON’T BE AFRAID TO DO SOMETHING!
      59
      Image Source: http://www.irvinehousingblog.com
    • 64. 60
      Questions?
      Mark Rackley
      • Email: mrackley@gmail.com
      • 65. Blog: http://www.sharepointhillbilly.com
      • 66. Twitter: http://www.twitter.com/mrackley