0
Introduction to Microsoft Office SharePoint 2007
     Planning, installation, configuration and
                   mainten...
1.         2.              3.
                 SharePoint?       Editions
   Contents




                                ...
2   3
                 1


                 6   5   4


                 7   8   9



   SHAREPOINT?


3.4.2009           ...
SharePoint Evolution




3.4.2009                          3
SharePoint Introduction
                    SharePoint




   BI                                         CMS
 Forms       ...
2   3
                              1


                          6       5   4


                          7       8   9
...
SharePoint Editions
                                   • Business Data Catalog
              SharePoint Server    • BI and...
Typical mistakes - Editions
Salesman: “You are a huge company, you need
 MOSS Enterprise!” !?

The right edition = featu...
SharePoint 14
To be released in early 2010. (not confirmed)
64-bit architecture
      Plan your hardware/software today...
v2007 Release history
RTM in 12/2006.
Service pack 1 released in 12/2007.
Infrastructure update released in 7/2008.



...
Updates
Not automated via Windows Update
Best practices:
      Fresh installs: Start with SP1
      Current: Update to...
Updates cont.
Plan carefully:

           .NET 3.5    WSS SP1   MOSS      Language
           SP1                   SP1  ...
SharePoint Designer 2007
A must have tool for every deployment
FREE as of April 1st, 2009.
Connects via Web services ...
SharePoint 2007 and Office 2003
Application / Feature                  Office 2003     Office 2007
Word
Automatically upda...
2   3
                         1


                         6    5   4


                         7    8   9



   PREPARI...
Project approach typical mistakes
SharePoint as “One ring to rule them all”
      Similar: No end user buy-in
Strictly ...
You must have a plan / need
Step by step aproach
Typical problems you are facing:
      Inability to track documentatio...
Project team / project approach
Implementation side        Customer side
 Consultant                Stakeholder
 Accoun...
Planning
    Assemble Project Teams, Define Roles
    Establish Test Lab Environment
    Define Education/Training Stra...
Governance
Almost always overlooked 
Governance plan = Operations manual for
 SharePoint environment
Balance user acce...
2   3
                            1


                            6   5   4


                            7   8   9



   ...
What do you need to know as good
            SharePoint admin?

Windows
Networking / virtualization
AD
Basic services ...
What do you need to know as good
        SharePoint admin? – Cont.

HTML
CSS
SharePoint Power user skills
Some program...
SW / HW Reqs.
Software:
      Windows 2003 / 2008
      SQL 2005 / 2008
      AD Recommended
      Exchange is NOT re...
Minimal Configuration 
Plan storage
Use sizing tools (HP)
Beware of SMB servers
 (too many services, too few servers)
...
SharePoint Farms - Typicall


                                                                   SQL
                     ...
2   3
                          1


                          6   5   4


                          7   8   9



   INSTAL...
Typical installation mistakes




3.4.2009                                   27
Typical installation mistakes – Cont.
Installing under personal admin account
      Create a new account
           Ser...
Typical SQL mistakes
SQL logs growing out of control
SharePoint content databases growing out of
 control
      Keep th...
Typical mistakes – Cont.
Your system drive runs out of space:
      Log files configuration (drive, size)
      Index s...
2   3
                         1


                         6   5   4


                         7   8   9



   SHAREPOIN...
Web application, site collection, site!?!
                                     Farm

                                  Ser...
Sample site collection
Site collection topology                Database topology
 Intranet site                          ...
Application pools
Defaults OK only for small environments
Consolidate app pools for similar content apps
Recycle during...
2   3
                          1


                          6     5   4


                          7     8   9



   BA...
Backup and restore candidates
Item                           Recommended tools/approach
 Conf. Database and central    N...
Item / list level backup
Not supported OOTB

Alternatives:
      Two stage recycle bin for content
           End user...
Error / Usage / Search reporting
Not configured OOTB
Configure them uppon install
Plan storage for logs




3.4.2009   ...
STSADM and PowerShell
STSADM                       PowerShell
 stsadm.exe -o              $siteurl = quot;http://sitequot...
Hidden costs
Backup/Recovery tools
Archiving
Anti-virus
Systems Management
Usage Analysis
Security Reporting
Workfl...
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 Sha...
Resources
                                      Andrew Connell [MVP MOSS]
    Run IT on a Virtual Hard Disk
            ...
2   3
           1


           6   5   4


           7   8   9



   DEMOS


3.4.2009               44
INSTALLATION


3.4.2009          45
3.4.2009   46
3.4.2009   47
3.4.2009   48
3.4.2009   49
3.4.2009   50
LIVE DEMOS


3.4.2009        51
THANK YOU!


Toni Frankola
toni.frankola@perpetuum.hr
www.sharepointusecases.com
www.twitter.com/tonifrankola
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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 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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Transcript of "Introduction To Microsoft Office Share Point 2007 – Planning Installation Configuration And Maintenance by Toni Frankola"

  1. 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. 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. 3. 2 3 1 6 5 4 7 8 9 SHAREPOINT? 3.4.2009 2
  4. 4. SharePoint Evolution 3.4.2009 3
  5. 5. SharePoint Introduction SharePoint BI CMS Forms Web Versions Documents Attributes Search Collaboration Security Views Workflows 3.4.2009 4
  6. 6. 2 3 1 6 5 4 7 8 9 EDITIONS, UPDATES, TOOLS 3.4.2009 5
  7. 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. 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. 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. 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. 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. 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. 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. 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. 15. 2 3 1 6 5 4 7 8 9 PREPARING FOR SHAREPOINT PROJECT 3.4.2009 14
  16. 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. 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. 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. 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. 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. 21. 2 3 1 6 5 4 7 8 9 READY FOR INSTALATION? 3.4.2009 20
  22. 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. 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. 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. 25. Minimal Configuration  Plan storage Use sizing tools (HP) Beware of SMB servers (too many services, too few servers) 3.4.2009 24
  26. 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. 27. 2 3 1 6 5 4 7 8 9 INSTALATION MISTAKES 3.4.2009 26
  28. 28. Typical installation mistakes 3.4.2009 27
  29. 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. 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. 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. 32. 2 3 1 6 5 4 7 8 9 SHAREPOINT TOPOLOGY 3.4.2009 31
  33. 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. 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. 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. 36. 2 3 1 6 5 4 7 8 9 BACKUP, RESTORE, TOOLS AND RESOURCES 3.4.2009 35
  37. 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. 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. 39. Error / Usage / Search reporting Not configured OOTB Configure them uppon install Plan storage for logs 3.4.2009 38
  40. 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. 41. Hidden costs Backup/Recovery tools Archiving Anti-virus Systems Management Usage Analysis Security Reporting Workflows 3.4.2009 40
  42. 42. Workflows / Reporting Nintex Workflow 2007 Nintex Reporting 2008 3.4.2009 41
  43. 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. 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. 45. 2 3 1 6 5 4 7 8 9 DEMOS 3.4.2009 44
  46. 46. INSTALLATION 3.4.2009 45
  47. 47. 3.4.2009 46
  48. 48. 3.4.2009 47
  49. 49. 3.4.2009 48
  50. 50. 3.4.2009 49
  51. 51. 3.4.2009 50
  52. 52. LIVE DEMOS 3.4.2009 51
  53. 53. THANK YOU! Toni Frankola toni.frankola@perpetuum.hr www.sharepointusecases.com www.twitter.com/tonifrankola
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