Wrapping Your Head Around the SharePoint Beast<br />Mark Rackley – Solutions Architect<br />Email: mrackley@gmail.com<br /...
Presentation Outline<br />What can SharePoint do for me?<br />SharePoint Overview<br />Logical Architecture & Taxonomy<br ...
What can SharePoint Do For Me?<br />5<br />Source: http://www.sharepointcowboy.com<br />
5 Stages of Learning SP Dev<br /><ul><li>Denial – “They aren’t really going to make me learn this.  They’ll forget all abo...
Anger – “This is SO stupid! I can’t believe they are making me learn this! It’s impossible!”
Bargaining – “Okay.. How about this, I’ll do support 24/7 for the rest of my life, just don’t make me learn this!”
Depression – “It’s hopeless.  I’ll never learn this.  I wonder if McDonald’s is hiring?”
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 res...
What IS SharePoint?<br />A File Share?<br />Content Management?<br />Workflow Engine?<br />Collaboration Portal?<br />A si...
SharePoint is a PLATFORM<br />“A ‘platform’ is a system that can be programmed and therefore customized by outside develop...
SharePoint – What it is<br />
SharePoint – The Instructions<br />
SharePoint Overview<br />
Terminology<br />Timer Job<br />(Remember when a Web Application was a Web Application)<br />Farm<br />Elevated Privileges...
SharePoint Has a Farm…<br />
Server Farms<br />A collection of SharePoint role servers and a SQL database server<br />Servers can perform one or more f...
SharePoint Overview<br />
SharePoint Overview<br />
Logical Architecture & Taxonomy<br />Logical architecture model: Corporate deployment<br />http://technet.microsoft.com/en...
Logical Architecture Diagram<br />18<br />
19<br />
Taxonomy Diagrams<br />20<br />
Plan Your Logical Architecture & Taxonomy!!<br />Where do you want to be in 2 years?<br />How many farms? sites?<br />Ensu...
Avoid Analysis Paralysis!<br />22<br />
Governance<br />What is this thing everyone talks about?<br />Get executive buy-in<br />Set up committee<br />As few IT pe...
Taxonomy & Governance<br />24<br />Community/Microsoft Recommended Core Corporate Intranet Taxonomy<br />
Information Architecture<br />GUIDANCE: MICROSOFT OFFICE SHAREPOINT SERVER 2007 INFORMATION ARCHITECTURE<br />http://www.m...
Path To SharePoint Developer<br />26<br />
Path To Development Nirvana (Well… maybe you won’t want to kill yourself anymore)<br />End Users<br />Create sites<br />Wo...
Path To SharePoint Developer<br />Admins<br />Be End User<br />Configure SharePoint farm<br />Use Central Admin<br />Use S...
Path To SharePoint Developer<br />Developers<br />Be Admin<br />Know how & WHEN to use SharePoint Designer<br />Be .NET de...
What About Solution Architects?<br />Be able to use all the acronyms appropriately<br />Fake everything else (I’m kidding ...
Not enough to know how - Use it properly! <br />31<br />
Development Options<br />Out of the box features<br />Custom Views<br />Web Parts<br />SharePoint Designer<br />Branding<b...
SharePoint Designer… if you can’t say anything nice…<br />SharePoint Designer (SPD) <br />The Good<br />Don’t have to deve...
jQuery(The cause of, and the answer to, all your SharePoint Problems)<br />No deployment necessary<br />Put .js files in D...
jQuery(The cause of, and the answer to, all your SharePoint Problems)<br />SPServices<br />jQuery library for accessing Sh...
Cracking open Visual Studio<br />Dev on VM<br />Free VHD from Microsoft (time bombed)<br />2007 - http://www.microsoft.com...
Custom Development<br />Web Part Development<br />Learn File Structure and XML files purpose<br />37<br />
Development  Tools… (There’s an App For that)<br />Web Part Development cont.<br />STSDev from http://codeplex.com<br />Cr...
More Development Goodness<br />Dev/QA Farm <br />Have One or Both!<br />Should be as identical to production as possible<b...
Debugging<br />Event Logs<br />Admin Tools->Computer Management-> Event Viewer <br />40<br />
Debugging<br />SharePoint Logs<br />C:Program FilesCommon FilesMicrosoft ShareWeb Server Extensions12LOGS<br />Can write t...
Debugging – Visual Studio<br />42<br />
Just because you can doesn’t mean you should…<br />43<br />
Deployment<br />44<br />
Solution Packages<br />.WSP file (WSS Solution Package)<br />Easily Deploy and Retract Files<br />SharePoint manages deplo...
Solution Packages	<br />Contains two things<br />All necessary files<br />Instructions for handling those files<br />What ...
Deployment<br />Create detailed deployment scripts for admins<br />Test scripts in QA environment<br />47<br />
Free Tools…<br />Custom Development / Deployment<br />STSDev<br />WSP Builder<br />SPServices<br />Access SharePoint Web S...
Free Tools Rock<br />Internet Information Services (IIS) 6.0 Resource Kit Tools<br />http://www.microsoft.com/downloads/de...
A Word (or two) About Community Don’t leave home without it!<br />50<br />
OH COME ON!!<br />51<br />
Some Handy Tips..<br />Edit default pages in SharePoint 2007?<br />&ToolPaneView=2<br />See web parts on a page<br />&Cont...
A Little Knowledge is a Dangerous Thing<br />Site Collections<br />Make sure you want it to be a top level site; non-trivi...
Trying to make your life easier<br />SSL (Secure Sockets Layer)<br />Create Site Collection as SSL with self signed certif...
Where’s my freakin site templates?<br />
_Layouts/AreaTemplateSettings.aspx<br />
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#SPSTCDC - Wrapping Your Head Around 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
  • #SPSTCDC - Wrapping Your Head Around the SharePoint Beast

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

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