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Automating Site Provisioning
for SharePoint 2010 and 2013
Beatrice Baciu – Sr. SharePoint Software Engineer
Bob German – S...
SharePoint Principal
Architect
@Bob1German
http://blogs.msdn.com/B
obGerman/
Meet the Presenters
Some of us still miss the site
directory, which was removed
in SharePoint 2010…
The Challenge
How do you empower
end-users...
Agenda
 Sites and Site Collections
 “Out of the Box” Site Creation
 Three models of success
① Very simple: Client side
...
SharePoint Containers
Farm
Web
Application
Content
Database
Top-level
Site
List/Library
Item
Item
Top-level
Site
List/Libr...
SharePoint Containers
Farm
Web
Application
Content
Database
Top-level
Site
List/Library
Item
Item
Top-level
Site
List/Libr...
Site Collections
 SharePoint Groups
 Root of permission inheritance
 Storage and Sandbox Quotas
 Navigation
 Rollups ...
SharePoint Site Model
Intranet
Portal
Functional
Portals
Groups & Teams
Projects & Workspaces
My Sites
Publishing
• Employ...
SharePoint Site Model
Intranet
Portal
Functional
Portals
Groups & Teams
Projects & Workspaces
My Sites
Shared
Services
• S...
A Place for Everything
Shared
Services
• Search
• Metadata
• User Profile
• BCS
Portal
PortalPortalPortalPortal
Dashboard
...
Out of the Box
Self Service Site Provisioning
• In SharePoint 2010 
• In SharePoint 2013 
@BeatriceBaciu – @Bob1German
Scenario 1: Simple Site Provisioning
• Creates child sites in a site collection
• Runs in Javascript on the browser
- Acce...
Simple: Client Side
Client-side site listing and creation
@BeatriceBaciu – @Bob1German
Scenario 2: SharePoint 2013 Workflow
• Site is created by a SharePoint 2013
Workflow
(Runs outside of SharePoint in Workfl...
Medium: Site Creation
WorkflowWorkflow calls RESTful service
@BeatriceBaciu – @Bob1German
Site Definitions and Web Templates
 Site Definitions
 SharePoint ships with several site definitions – team site, blank ...
Creating a Site Collection
from
a Custom Web Template
@BeatriceBaciu – @Bob1German
Scenario 3: Advanced Scenario
• Create site collections, not just child
sites
• Use web templates to provide tailored
and ...
APPS FARM
Site DirectorySite Collection
Metadata
Site Collection
Metadata
Site Collection: Request and Creation
Request
Li...
Full Featured: Farm Solution
Multi-farm solution
Uses any approval workflow
Maintains metadata and directory
Could create ...
Full Featured: Farm Solution
Multi-farm solution
Uses any approval workflow
Maintains metadata and directory
Could create ...
Summary
 Automate site creation to
- Balance user empowerment with governance
- Provision sites consistently
- Maintain a...
23 | SharePoint Saturday New York City 2013
Housekeeping
• Please remember to turn in your filled out
bingo cards and even...
Thanks to Our Sponsors!
Thank You!
BOSTON | NEW YORK | CHICAGO
44 Pleasant Street, Watertown, MA 02472
www.bluemetal.com
Blog.bluemetal.com
@bluem...
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Automating Site Provisioning in SharePoint - Presented 7/27/13 at SharePoint Saturday NYC

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Automating Site Provisioning in SharePoint - Presented 7/27/13 at SharePoint Saturday NYC - by Bob German and Beatrice Baciu

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Automating Site Provisioning in SharePoint - Presented 7/27/13 at SharePoint Saturday NYC

  1. 1. Automating Site Provisioning for SharePoint 2010 and 2013 Beatrice Baciu – Sr. SharePoint Software Engineer Bob German – SharePoint Principal Architect
  2. 2. SharePoint Principal Architect @Bob1German http://blogs.msdn.com/B obGerman/ Meet the Presenters
  3. 3. Some of us still miss the site directory, which was removed in SharePoint 2010… The Challenge How do you empower end-users to create SharePoint sites while making sites consistent, organized, and discoverable? @BeatriceBaciu – @Bob1German
  4. 4. Agenda  Sites and Site Collections  “Out of the Box” Site Creation  Three models of success ① Very simple: Client side ② Medium: Sandboxed workflow ③ Full featured: Farm solution 1 1 2 2 3 3 @BeatriceBaciu – @Bob1German
  5. 5. SharePoint Containers Farm Web Application Content Database Top-level Site List/Library Item Item Top-level Site List/Library Item Site List/Library Item Site List/Library Item Content Database Top-level Site List/Library Item Web Application Content Database Top-level Site List/Library Item Item List/Library Item Item Site Site Collection Site Collection Site Collection Site Collection
  6. 6. SharePoint Containers Farm Web Application Content Database Top-level Site List/Library Item Item Top-level Site List/Library Item Site List/Library Item Site List/Library Item Content Database Top-level Site List/Library Item Web Application Content Database Top-level Site List/Library Item Item List/Library Item Item Site • Storage Management • Independent Administration • Connection to IIS and server URL(s) • Authentication and high- level policy settings • Shared Service Connections Site Collection Site Collection Site Collection Site Collection • A set of servers in one location • A common configuration database
  7. 7. Site Collections  SharePoint Groups  Root of permission inheritance  Storage and Sandbox Quotas  Navigation  Rollups with SPQuery or Content Query Web Part  Content Types and Site Columns*  Lookup lists  Galleries (Web parts, Solutions, Master Pages, etc.) Many things are scoped at the Site Collection Content DB 1 Content DB 2 Content DB 3 A site collection cannot span content DB’s, but A content DB can have many site collections @Bob1German
  8. 8. SharePoint Site Model Intranet Portal Functional Portals Groups & Teams Projects & Workspaces My Sites Publishing • Employee Communications • Functional Portals (HR, Finance, etc.) • Group and Team Portals • Information Repositories • Business Intelligence Collaboration • Team / project workspaces • Social Networking • Personal publishing Shared Services • Search • Metadata • User Profile • BCS @Bob1German
  9. 9. SharePoint Site Model Intranet Portal Functional Portals Groups & Teams Projects & Workspaces My Sites Shared Services • Search • Metadata • User Profile • BCS • Created by IT • Content managed by business • Self-service Customized Standardized @Bob1German
  10. 10. A Place for Everything Shared Services • Search • Metadata • User Profile • BCS Portal PortalPortalPortalPortal Dashboard Dashboard App App App Repository Repository Repository Structured Collaboration Structured Collaboration Structured Collaboration Ad-Hoc Collaboration Ad-Hoc Collaboration Ad-Hoc Collaboration My Site My Site My Site My Site My Site = Site Collection App App App Customized Standardized • Created by IT • Content managed by business • Self-service @Bob1German
  11. 11. Out of the Box Self Service Site Provisioning • In SharePoint 2010  • In SharePoint 2013  @BeatriceBaciu – @Bob1German
  12. 12. Scenario 1: Simple Site Provisioning • Creates child sites in a site collection • Runs in Javascript on the browser - Access is via the Client Object Model - Can run in a Content Editor Web Part in SharePoint 2010 or 2013 (user must have permission to create) - Can run as a SharePoint 2013 app (app must have permission to create) • Lists sites directly – no separate directory
  13. 13. Simple: Client Side Client-side site listing and creation @BeatriceBaciu – @Bob1German
  14. 14. Scenario 2: SharePoint 2013 Workflow • Site is created by a SharePoint 2013 Workflow (Runs outside of SharePoint in Workflow Manager) • In SharePoint 2010, this required a Sandboxed Solution (Reliability challenges on Office 365!) • Workflow creates a site using RESTful services (No code but non-trivial setup) • Workflow runs as under app permissions (App Step replaces Impersonation Step in SP2013)
  15. 15. Medium: Site Creation WorkflowWorkflow calls RESTful service @BeatriceBaciu – @Bob1German
  16. 16. Site Definitions and Web Templates  Site Definitions  SharePoint ships with several site definitions – team site, blank site, etc.  A developer can build a site definition, but it’s not a good idea  Site Templates  Earlier versions of SharePoint supported site templates (.stp files) when you clicked “Save as a Template”  Now you get a declarative web template (.wsp file)  Web Templates  Contain the differences between a site definition and the site you want  End users can get them with “Save as a Template” (sometimes)  Developers can build them from scratch but it’s painful  WARNINGS:  Do not fake out “Save as a Template” for publishing sites … it doesn’t work well  Beware of the “Import .wsp file” option in Visual Studio to build web templates
  17. 17. Creating a Site Collection from a Custom Web Template @BeatriceBaciu – @Bob1German
  18. 18. Scenario 3: Advanced Scenario • Create site collections, not just child sites • Use web templates to provide tailored and consistent sites • Maintain metadata and directories for multiple site types • Work robustly across farms @BeatriceBaciu – @Bob1German
  19. 19. APPS FARM Site DirectorySite Collection Metadata Site Collection Metadata Site Collection: Request and Creation Request List Request List Request List WorkflowWorkflowWorkflow COLLAB FARM Timer Job Timer Job Timer Job Site Collection Metadata Web app 1: Custom Apps Web app 2: Community Sites Web app 3: Project Sites
  20. 20. Full Featured: Farm Solution Multi-farm solution Uses any approval workflow Maintains metadata and directory Could create sites or site collections with this design @BeatriceBaciu – @Bob1German
  21. 21. Full Featured: Farm Solution Multi-farm solution Uses any approval workflow Maintains metadata and directory Could create sites or site collections with this design @BeatriceBaciu – @Bob1German
  22. 22. Summary  Automate site creation to - Balance user empowerment with governance - Provision sites consistently - Maintain a directory and site metadata  Choose wisely between sites and site collections  In SharePoint Apps - Elevate privileges with workflow “App Steps”  In SharePoint 2013 apps - Elevate privileges via app identities @BeatriceBaciu – @Bob1German
  23. 23. 23 | SharePoint Saturday New York City 2013 Housekeeping • Please remember to turn in your filled out bingo cards and event evaluations for prizes. • SharePint is sponsored by Slalom at Whiskey Trader (Between 55th and 56th on 6th Avenue). • Follow SharePoint Saturday New York City on Twitter @spsnyc and hashtag #spsnyc
  24. 24. Thanks to Our Sponsors!
  25. 25. Thank You! BOSTON | NEW YORK | CHICAGO 44 Pleasant Street, Watertown, MA 02472 www.bluemetal.com Blog.bluemetal.com @bluemetalinc @BeatriceBaciu – @Bob1German

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