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

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

2 3
1
6 5 4
7 8 9
SHAREPOINT?
3.4.2009 2

SharePoint Evolution
3.4.2009 3

SharePoint Introduction
SharePoint
BI CMS
Forms Web
Versions
Documents Attributes
Search Collaboration
Security Views
Workflows
3.4.2009 4

2 3
1
6 5 4
7 8 9
EDITIONS, UPDATES, TOOLS
3.4.2009 5

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

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

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

v2007 Release history
RTM in 12/2006.
Service pack 1 released in 12/2007.
Infrastructure update released in 7/2008.
3.4.2009 9

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

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

SharePoint Designer 2007
A must have tool for every deployment
FREE as of April 1st, 2009.
Connects via Web services 
3.4.2009 12

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

2 3
1
6 5 4
7 8 9
PREPARING FOR SHAREPOINT
PROJECT
3.4.2009 14

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

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

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

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

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
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1
6 5 4
7 8 9
READY FOR INSTALATION?
3.4.2009 20

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

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

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

Minimal Configuration 
Plan storage
Use sizing tools (HP)
Beware of SMB servers
(too many services, too few servers)
3.4.2009 24

SharePoint Farms - Typicall
SQL
SQL
SQL
Index (App Tier)
All in one
Web Front Ends + Query
SharePoint Web + Services
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INSTALATION MISTAKES
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Typical installation mistakes
3.4.2009 27

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

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

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

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6 5 4
7 8 9
SHAREPOINT TOPOLOGY
3.4.2009 31

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
\"Container\" 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

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

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

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BACKUP, RESTORE, TOOLS AND
RESOURCES
3.4.2009 35

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

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

Error / Usage / Search reporting
Not configured OOTB
Configure them uppon install
Plan storage for logs
3.4.2009 38

STSADM and PowerShell
STSADM PowerShell
 stsadm.exe -o $siteurl = \"http://site\"
DeActivateFormTemplate - $mysite=new-object
url http://demosite Microsoft.SharePoint.SPSi
te($siteurl)
$mysite.AllWebs | ft Url,
ID, Name, AllUsers
3.4.2009 39

Hidden costs
Backup/Recovery tools
Archiving
Anti-virus
Systems Management
Usage Analysis
Security Reporting
Workflows
3.4.2009 40

Workflows / Reporting
Nintex Workflow 2007 Nintex Reporting 2008
3.4.2009 41

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

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

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DEMOS
3.4.2009 44

INSTALLATION
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LIVE DEMOS
3.4.2009 51

THANK YOU!
Toni Frankola
toni.frankola@perpetuum.hr
www.sharepointusecases.com
www.twitter.com/tonifrankola