Introduction To Microsoft Office Share Point 2007 – Planning Installation Configuration And Maintenance by Toni Frankola

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The goal of this lecture is to demonstrate you what SharePoint is and what are the best practices for installing, configuring and managing a SharePoint farm. During this session we will be …

The goal of this lecture is to demonstrate you what SharePoint is and what are the best practices for installing, configuring and managing a SharePoint farm. During this session we will be demonstrating some of the most interesting best practices in a live demo to help you get started with it.
Topics: SharePoint editions and licensing – Preparing for a successful SharePoint project – System requirements – Planning SharePoint topology – Planning additional features – Installing and configuring – Best practices for deploying testing system in virtual environment – Governance - Backup and maintenance

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  • 1. Introduction to Microsoft Office SharePoint 2007 Planning, installation, configuration and maintenance Toni Frankola Microsoft Team Lead Perpetuum Mobile d.o.o. Toni.frankola@perpetuum.hr www.sharepointusecases.com www.twitter.com/tonifrankola
  • 2. 1. 2. 3. SharePoint? Editions Contents 4. 6. 5. SharePoint Mistakes Installation Projects 8. 7. 9. Backup / Topology Demos Restore / Tools 3.4.2009 1
  • 3. 2 3 1 6 5 4 7 8 9 SHAREPOINT? 3.4.2009 2
  • 4. SharePoint Evolution 3.4.2009 3
  • 5. SharePoint Introduction SharePoint BI CMS Forms Web Versions Documents Attributes Search Collaboration Security Views Workflows 3.4.2009 4
  • 6. 2 3 1 6 5 4 7 8 9 EDITIONS, UPDATES, TOOLS 3.4.2009 5
  • 7. SharePoint Editions • Business Data Catalog SharePoint Server • BI and Excel Services • InfoPath Web Forms 2007 Enterprise • Performance Point • Server: $4424 + CAL: $94 + ECAL: $75 • Enterprise Search • Web Content Management SharePoint Server • Records Management 2007 • Portal Management • Personalization (My Site) • Server: $4424 + CAL: $94 • Team collaboration sites • Document Management • Contacts, Tasks, Calendars Windows SharePoint • Blogs, Wikis Services 3.0 • Basic Project Management • Basic Search • Free 3.4.2009 6
  • 8. Typical mistakes - Editions Salesman: “You are a huge company, you need MOSS Enterprise!” !? The right edition = features you need Many great features are built-in in WSS 3.4.2009 7
  • 9. SharePoint 14 To be released in early 2010. (not confirmed) 64-bit architecture Plan your hardware/software today! Ribbon look-a-like interface Improvements to the database structure BI, FAST search Silverlight, JQuery 3.4.2009 8
  • 10. v2007 Release history RTM in 12/2006. Service pack 1 released in 12/2007. Infrastructure update released in 7/2008. 3.4.2009 9
  • 11. Updates Not automated via Windows Update Best practices: Fresh installs: Start with SP1 Current: Update to SP1 + Infrastructure update Potential problems: Different SPs > Data transfer not possible (backups etc.) 3.4.2009 10
  • 12. Updates cont. Plan carefully: .NET 3.5 WSS SP1 MOSS Language SP1 SP1 Packs SP1 Soon to be released: Office 2007 familiy - Service Pack 2 (April 2009) 3.4.2009 11
  • 13. SharePoint Designer 2007 A must have tool for every deployment FREE as of April 1st, 2009. Connects via Web services  3.4.2009 12
  • 14. SharePoint 2007 and Office 2003 Application / Feature Office 2003 Office 2007 Word Automatically updating properties NO YES Write a blog post NO YES Outlook Synchronize items NO* YES (one way only) Synchronize document libraries NO YES Excel Publishing Excel files as web pages NO YES Powerpoint Working with Slide Library NO YES 3.4.2009 13
  • 15. 2 3 1 6 5 4 7 8 9 PREPARING FOR SHAREPOINT PROJECT 3.4.2009 14
  • 16. Project approach typical mistakes SharePoint as “One ring to rule them all” Similar: No end user buy-in Strictly (IT) controlled SharePoint SharePoint as Garbage collector Inappropriate infrastructure No governance plan 3.4.2009 15
  • 17. You must have a plan / need Step by step aproach Typical problems you are facing: Inability to track documentation Paper based HR processes Help Desk request are not centralized Contracts in Legal department Paper based routing and approval Inability to find documents Centralized phone directory 3.4.2009 16
  • 18. Project team / project approach Implementation side Customer side  Consultant  Stakeholder  Account Manager  Business user  Project Manager  Project Manager  Developers  Power user  QA Lead (QA engineers)  Trainer  Designer  System engineer  Trainer  End user  System engineer 3.4.2009 17
  • 19. Planning  Assemble Project Teams, Define Roles  Establish Test Lab Environment  Define Education/Training Strategy  Review Client Software and Hardware  Create Governance Plan with Mission, Vision, and Strategy  Plan Server Configuration  Plan Security  Determine need for WSS, MOSS 2007 Standard or Enterprise  Plan Portal  Plan Workflows  Plan Maintenance  Plan Content and Navigation Structure E-Book: Planning and architecture for Office SharePoint Server 2007 3.4.2009 18
  • 20. Governance Almost always overlooked  Governance plan = Operations manual for SharePoint environment Balance user access with IT restrictions and enterprise compliance policies Not an easy task Costs more if not implemented correctly 3.4.2009 19
  • 21. 2 3 1 6 5 4 7 8 9 READY FOR INSTALATION? 3.4.2009 20
  • 22. What do you need to know as good SharePoint admin? Windows Networking / virtualization AD Basic services (like SMTP, DNS)  IIS SQL 3.4.2009 21
  • 23. What do you need to know as good SharePoint admin? – Cont. HTML CSS SharePoint Power user skills Some programming skills (would be cool) Office client tools 3.4.2009 22
  • 24. SW / HW Reqs. Software: Windows 2003 / 2008 SQL 2005 / 2008 AD Recommended Exchange is NOT required Nice to have: Office Communicator Server 2007 Minimal configuration: Web server and application: Dual-processor, 2.5 GHz, 2+ GB RAM Database: Dual-processor 2.0 GHz, 2+ GB RAM 3.4.2009 23
  • 25. Minimal Configuration  Plan storage Use sizing tools (HP) Beware of SMB servers (too many services, too few servers) 3.4.2009 24
  • 26. SharePoint Farms - Typicall SQL SQL SQL Index (App Tier) All in one Web Front Ends + Query SharePoint Web + Services 3.4.2009 25
  • 27. 2 3 1 6 5 4 7 8 9 INSTALATION MISTAKES 3.4.2009 26
  • 28. Typical installation mistakes 3.4.2009 27
  • 29. Typical installation mistakes – Cont. Installing under personal admin account Create a new account Server admin SQL admin (dbcreator, securityadmin) Never, ever install SharePoint under Network service account (or similar) You need service accounts (usually 2-10) Plan for administrative and service accounts (Office SharePoint Server) 3.4.2009 28
  • 30. Typical SQL mistakes SQL logs growing out of control SharePoint content databases growing out of control Keep them under 100GB Add multiple nested site collections Running on top of SQL Embedded edition Use human-readable names for databases (avoid GUIDs) 3.4.2009 29
  • 31. Typical mistakes – Cont. Your system drive runs out of space: Log files configuration (drive, size) Index size Use dedicated drives for log files, index… 3.4.2009 30
  • 32. 2 3 1 6 5 4 7 8 9 SHAREPOINT TOPOLOGY 3.4.2009 31
  • 33. Web application, site collection, site!?! Farm Servers Web Front End, APP, SQL Web Applications Central Admin, SSP Admin, Content Databases Content, Config, SSP, Search Site Collections quot;Containerquot; of Sites Sites/Webs Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Mtg Lists Doc Lib, Pages, Events, Discussions, Surveys, etc… Items Files, calendar items, contacts, customers, images, custom 3.4.2009 32
  • 34. Sample site collection Site collection topology Database topology  Intranet site MOSS_Content_Intranet  CRM sites MOSS_Content_CRM  Record Archive MOSS_Content_Records  End user is not aware of site collection (and databases) topology  http://intranet  http://intranet/sites/crm  http://intranet/sites/records 3.4.2009 33
  • 35. Application pools Defaults OK only for small environments Consolidate app pools for similar content apps Recycle during night Warm up Limit memory usage when necessary 3.4.2009 34
  • 36. 2 3 1 6 5 4 7 8 9 BACKUP, RESTORE, TOOLS AND RESOURCES 3.4.2009 35
  • 37. Backup and restore candidates Item Recommended tools/approach  Conf. Database and central  Native tools administration  Web application  Native tools / SharePoint  Content databases  Native tools / SP or SQL  12 hive customizations  File backup  Alt. Access mappings  Documentation  IIS for WFE  IIS backup / Documentation  Shared Services Provider  Native tools 3.4.2009 36
  • 38. Item / list level backup Not supported OOTB Alternatives: Two stage recycle bin for content End user Site collection administrator 3rd party tools 3.4.2009 37
  • 39. Error / Usage / Search reporting Not configured OOTB Configure them uppon install Plan storage for logs 3.4.2009 38
  • 40. STSADM and PowerShell STSADM PowerShell  stsadm.exe -o $siteurl = quot;http://sitequot; DeActivateFormTemplate - $mysite=new-object url http://demosite Microsoft.SharePoint.SPSi te($siteurl) $mysite.AllWebs | ft Url, ID, Name, AllUsers 3.4.2009 39
  • 41. Hidden costs Backup/Recovery tools Archiving Anti-virus Systems Management Usage Analysis Security Reporting Workflows 3.4.2009 40
  • 42. Workflows / Reporting Nintex Workflow 2007 Nintex Reporting 2008 3.4.2009 41
  • 43. SharePoint Exams For IT Pros: 70-631-Windows SharePoint Services 3.0 - Configuring 70-630-Office SharePoint Server 2007 - Configuring For Developers: 70-541-Microsoft Windows SharePoint Services 3.0 -Application Development 70-542-Microsoft Office SharePoint Server 2007 - Application Development 3.4.2009 42
  • 44. Resources  Andrew Connell [MVP MOSS]  Run IT on a Virtual Hard Disk  Arpan Shah’s Blog  SharePoint Reviews  SharePoint Nick / Lightning  SharePoint Joel Tools (BDC Meta Man)  End User SharePoint  Get The Point  SharePoint Use Cases  Sharepoint Tips And Tricks  SharePoint Pod Show  Stefan Goßner  Twitter / #SharePoint  Eric Shupps   Ian’s SharePoint Blog Codeplex   Michael Gannotti on SharePoint Resource Center SharePoint + @Techet  To the SharePoint 3.4.2009 43
  • 45. 2 3 1 6 5 4 7 8 9 DEMOS 3.4.2009 44
  • 46. INSTALLATION 3.4.2009 45
  • 47. 3.4.2009 46
  • 48. 3.4.2009 47
  • 49. 3.4.2009 48
  • 50. 3.4.2009 49
  • 51. 3.4.2009 50
  • 52. LIVE DEMOS 3.4.2009 51
  • 53. THANK YOU! Toni Frankola toni.frankola@perpetuum.hr www.sharepointusecases.com www.twitter.com/tonifrankola