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#SPSTCDC - Wrapping Your Head Around the SharePoint Beast
 

#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 #SPSTCDC - Wrapping Your Head Around the SharePoint Beast Presentation Transcript

  • 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
  • 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
  • What can SharePoint Do For Me?
    5
    Source: http://www.sharepointcowboy.com
  • 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.”
    • 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 resume?”
    6
  • What IS SharePoint?
    A File Share?
    Content Management?
    Workflow Engine?
    Collaboration Portal?
    A silver bullet for all your business processes?
    The cure for cancer?
  • 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
  • SharePoint – What it is
  • SharePoint – The Instructions
  • SharePoint Overview
  • 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
  • SharePoint Has a Farm…
  • 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
  • SharePoint Overview
  • SharePoint Overview
  • 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
    17
  • Logical Architecture Diagram
    18
  • 19
  • Taxonomy Diagrams
    20
  • 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…
    21
  • Avoid Analysis Paralysis!
    22
  • 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
    23
  • Taxonomy & Governance
    24
    Community/Microsoft Recommended Core Corporate Intranet Taxonomy
  • Information Architecture
    GUIDANCE: MICROSOFT OFFICE SHAREPOINT SERVER 2007 INFORMATION ARCHITECTURE
    http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspx
    25
    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.
  • Path To SharePoint Developer
    26
  • 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
    27
  • 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
    28
  • 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
    29
  • What About Solution Architects?
    Be able to use all the acronyms appropriately
    Fake everything else (I’m kidding of course)
    30
  • Not enough to know how - Use it properly!
    31
  • 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
    32
  • 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.
    33
  • 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
  • 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
  • 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..
    36
  • Custom Development
    Web Part Development
    Learn File Structure and XML files purpose
    37
  • 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:
    38
  • 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
    39
  • Debugging
    Event Logs
    Admin Tools->Computer Management-> Event Viewer
    40
  • Debugging
    SharePoint Logs
    C:Program FilesCommon FilesMicrosoft ShareWeb Server Extensions12LOGS
    Can write to logs when writing custom code
    41
  • Debugging – Visual Studio
    42
  • Just because you can doesn’t mean you should…
    43
  • Deployment
    44
  • 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!
  • 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
  • Deployment
    Create detailed deployment scripts for admins
    Test scripts in QA environment
    47
  • 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!
  • 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
    49
  • A Word (or two) About Community Don’t leave home without it!
    50
  • OH COME ON!!
    51
  • Some Handy Tips..
    Edit default pages in SharePoint 2007?
    &ToolPaneView=2
    See web parts on a page
    &Contents=1
    Don’t put content IN CEWP, Link to file in doc library instead
    Reusable
    Versioned and in recycle bin
    52
  • 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
    Metadata
    Use Content Types and Site Columns!
    Document Libraries
    Avoid Sub-Folders unless structure is well defined
    Use Metadata when possible
    Be aware of Versioning!
    53
  • 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
    54
  • Where’s my freakin site templates?
  • _Layouts/AreaTemplateSettings.aspx
  • 57
  • To Avoid SharePoint Fail…
    58
    Image Source: http://theroosterstrikes.files.wordpress.com
  • 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
  • 60
    Questions?
    Mark Rackley
    • Email: mrackley@gmail.com
    • Blog: http://www.sharepointhillbilly.com
    • Twitter: http://www.twitter.com/mrackley