Sps Boston The Share Point Beast


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What every developer and architect need to understand before diving head first into SharePoint.

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Sps Boston The Share Point Beast

  1. 1. Wrapping your head around<br />The sharepoint beast<br />Mark Rackley - SharePoint Architect/Developer<br />Email: mrackley@gmail.com<br />Blog: http://www.sharepointhillbilly.com<br />Twitter: http://www.twitter.com/mrackley<br />
  2. 2. Presentation Outline<br />Why SharePoint?<br />SharePoint Overview<br />Logical Architecture & Taxonomy<br />Governance<br />Path to development<br />End User<br />Admin<br />Development<br />The Importance of Community<br />Avoiding Beginner Hurdles<br />2<br />
  3. 3.
  4. 4. 4<br />100 M+Licenses, 17k+ Customers, <br />$1 Billion Revenue<br />Fastest growing server product in Microsoft history<br />81 of Fortune 100 Companies<br />#1 Portal Vendor<br />Forrester April 2005<br />Leader in Gartner Portal MQ*<br />Top Fortune 500 websites: Viacom, Starbucks, etc.<br />Leader in Gartner ECM 2008 & 2009 <br />Visionary Gartner ECM MQ*, Challenger in Search MQ*<br />325k Portals, Sites and Sub-Sites<br />on MS IntraExtranet 15TB DB!<br />2250+ SharePoint ISV Partners<br />*The Gartner Magic Quadrant is a proprietary research tool developed by Gartner Inc., a US based research and advisory firm. It is designed to provide an unbiased qualitative analysis of a “markets’ direction, maturity, and participants.”<br />So… Why SharePoint?<br />
  5. 5. What can SharePoint Do For Me?<br />Source: http://www.sharepointcowboy.com<br />5<br />
  6. 6. 5 Stages of Learning SP Dev<br /><ul><li>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.”
  7. 7. Anger – “This is SO stupid! I can’t believe they are making me learn this! It’s impossible!”
  8. 8. Bargaining – “Okay.. How about this, I’ll do support 24/7 for the rest of my life, just don’t make me learn this!”
  9. 9. Depression – “It’s hopeless.  I’ll never learn this.  I wonder how much it would cost to rent Eric Shupps by the hour?”
  10. 10. 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?”</li></ul>6<br />
  11. 11. 7<br />SharePoint is a PLATFORM<br />“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.” <br />- Marc Andreessen, Netscape<br />What IS SharePoint?<br />
  12. 12. 8<br />SHAREPOINT overview<br />
  13. 13. 9<br />SHAREPOINT overview<br />
  14. 14. 10<br />SHAREPOINT overview<br />Source: http://www.gilham.org<br />Which SharePoint technology is right for you?<br />http://office.microsoft.com/en-us/products/FX101758691033.aspx?ofcresset=1<br />
  15. 15. Terminology (Remember when a Web Application was an actual application?)<br />Web Application<br />A virtual server that resides on an HTTP server but appears to the user as a separate HTTP server. Several Web applications can reside on one computer, each capable of running its own programs and each having individualized access to input and peripheral devices. Each Web application can have its own domain name and IP address.<br />Site Collection<br />A set of Web sites on a Web application that has the same owner and share administration settings. Each site collection contains a top-level Web site and can contain one or more sites (or subsites). There can be multiple site collections on each Web application. A site collection can use only a single content database. Everything is now a site collection: a portal is a site collection where Home is the top-level Web site and the areas are sites (or subsites), a channel hierarchy is a site collection where the root channel is the top-level Web site and sub-channels are sites (or subsites).<br />Site<br />A complete Web site stored in a named leaf of the top-level Web site.<br />Subsite<br />A named subdirectory of the top-level Web site that is a complete Web site. Each subsite can have independent administration, authoring, and browsing permissions from the top-level Web sites and other subsites.<br />Top-Level Web Site<br />The top, root default site in a site collection. Every site collection has, at its root a top-level Web site. Access to the top-level web site is provided supplying the URL of the site collection (like http://ServerURL or http://ServerURL/sites/SiteCollectionName) without specifying a page name or subsite.<br />11<br />http://sharepointkb.wordpress.com/2008/08/20/sharepoint-terminology/<br />
  16. 16. 12<br />SHAREPOINT overview<br />
  17. 17. Logical Architecture & Taxonomy<br />Logical architecture model: Corporate deployment<br />http://technet.microsoft.com/en-us/library/cc261995.aspx<br />http://go.microsoft.com/fwlink/?LinkId=82151&clcid=0x409<br />13<br />
  18. 18. Logical Architecture Diagram<br />14<br />
  19. 19. 15<br />
  20. 20. Taxonomy Diagrams<br />16<br />
  21. 21. Plan Your Logical Architecture & Taxonomy!!<br />Where do you want to be in 2 years?<br />How many farms? sites?<br />Ensure you have the ability to expand<br />Take into account licensing costs<br />How are users going to connect? <br />ISA? F5? SSL? FBA?<br />Plan… Plan… Plan…<br />17<br />
  22. 22. Avoid Analysis Paralysis!<br />18<br />
  23. 23. Governance<br />What is this thing everyone talks about?<br />Get executive buy-in<br />Set up committee<br />As few IT people as possible, but led by IT<br />Make sure decision makers from important departments play key role<br />Document policies<br />Determine correct level of control<br />Too much will frustrate users<br />Too little will render sites unusable<br />Enforce Policies<br />19<br />
  24. 24. Taxonomy & Governance<br />20<br />Community/Microsoft Recommended Core Corporate Intranet Taxonomy<br />
  25. 25. Path To SharePoint Developer<br />21<br />End User -> Admin -> Developer<br />
  26. 26. Path To SharePoint Developer<br />End Users<br />Create sites<br />Work with lists & Document Libraries<br />Use basic web parts<br />Manage content<br />Add users<br />Manage simple workflows<br />http://www.endusersharepoint.com<br />22<br />
  27. 27. Path To SharePoint Developer<br />Admins<br />Be End User<br />Configure SharePoint farm<br />Use Central Admin<br />Use STSADM<br />Deploy Features<br />Add Workflows to Lists<br />Configure Search<br />Be familiar with all out of the box web parts<br />Know 12 Hive structure and what’s in there<br />23<br />
  28. 28. Path To SharePoint Developer<br />Developers<br />Be Admin<br />Know how & WHEN to use SharePoint Designer<br />Be .NET developer<br />Know XSLT, CAML, XML, JavaScript, jQuery, and other acronyms<br />Be familiar with SharePoint Object Model<br />Be familiar with SharePoint Web Services <br />Be able to debug<br />Be able to Package<br />24<br />
  29. 29. What About Architects?<br />Be able to use all the acronyms appropriately<br />Fake everything else (I’m kidding of course)<br />25<br />
  30. 30. SPD – A Beautiful Disaster<br />26<br />SharePoint Designer (SPD) <br />The Good<br />Don’t have to develop on the server<br />SPD Workflows<br />Developing Branding<br />Data View Web Parts<br />The Bad<br />SPD Workflows <br />Un-Ghosting<br />The Ugly <br />Possible to break a site collection<br />Be careful modifying default aspx files<br />Migration & Restores<br />DisconnectWorkflows<br />Maintenance<br />Don’t tell your boss what you have to do<br />CONCLUSION - Don’t give End Users Access! Don’t connect to Production Server unless you fully understand the ramifications.<br />
  31. 31. Dev… Rubber Meets The Road<br />Dev on VM<br />Free VHD from Microsoft (time bombed)<br />http://www.microsoft.com/downloads/details.aspx?familyid=67F93DCB-ADA8-4DB5-A47B-DF17E14B2C74&displaylang=en<br />Build your own if possible<br />Windows Server 2003<br />SQL Server 2005<br />MOSS 2007 (Don’t do basic install!)<br />Office 2007 Professional<br />SharePoint Designer<br />Visual Studio 2008 & Source Safe<br />SDK’s etc..<br />27<br />
  32. 32. Custom Development<br />Web Part Development<br />Learn File Structure and XML files purpose<br />28<br />
  33. 33. Development Tools… (There’s an App For that)<br />Web Part Development cont.<br />STSDev from http://codeplex.com<br />Creates structure and XML files for you – avoids typos in XML<br />Great build options:<br />29<br />
  34. 34. More Development Goodness<br />Dev/QA Farm <br />Have One or Both!<br />Should be as identical to production as possible<br />80/20 Rule<br />If it doesn’t make sense to do in SharePoint DON’T DO IT in SharePoint<br />Packages? We don’t need no stinking Packages! Oh wait.. Yes we do…<br />Create Deployable Solutions wherever possible<br />If 50% of deployment is packages you are ahead of 90% of the companies out there<br />30<br />
  35. 35. Debugging<br />Event Logs<br />Admin Tools->Computer Management-> Event Viewer <br />31<br />
  36. 36. Debugging<br />SharePoint Logs<br />C:Program FilesCommon FilesMicrosoft ShareWeb Server Extensions12LOGS<br />Can write to logs when writing custom code<br />32<br />
  37. 37. Debugging – Visual Studio<br />33<br />
  38. 38. DEMO<br />The obligatory “Hello World”<br />34<br />
  39. 39. 35<br />Deployment<br />
  40. 40. Deployment<br />Create deployable solutions when possible<br />Site Definitions<br />Content Types<br />Lists<br />Branding<br />Web Parts<br />Workflows<br />Data Connection Files<br />Create detailed deployment scripts for admins<br />Test scripts in QA environment<br />36<br />
  41. 41. Free Tools Rock<br />Internet Information Services (IIS) 6.0 Resource Kit Tools<br />http://www.microsoft.com/downloads/details.aspx?FamilyID=56fc92ee-a71a-4c73-b628-ade629c89499&displaylang=en<br />Metabase Explorer to fix port conflicts<br />Fiddler – Web Debugging Proxy<br />http://www.fiddler2.com/Fiddler2/version.asp<br />Performance Tuning, inspect session data, etc<br />Application Pool Manager<br />http://www.harbar.net/articles/APM.aspx<br />IIS Reset usually not necessary, recycle app pools is much quicker<br />SQL to CAML Converter<br />http://www.spsprofessional.com/sqlcaml.aspx<br />37<br />
  42. 42. A Word (or two) About Community Don’t leave home without it!<br />38<br />
  43. 43. Tips when asking for help<br />What Version of SharePoint Do You Have?<br />WSS 3.0? Standard? Enterprise? <br />What Development Limitations Do You Have?<br />Custom Code? 3rd Party Web Parts? SPD?<br />What is your skill level?<br />Get Your Terminology Down!<br />For General “How To” Questions Be Detailed<br />For Help Fixing Issues<br />What are the steps to reproduce the problem? <br />Provide Screen Shots <br />Did you check the logs?<br />Be Patient!<br />39<br />
  44. 44. OH COME ON!!<br />40<br />
  45. 45. A Little Knowledge is a Dangerous Thing<br />Site Collections<br />Make sure you want it to be a top level site; non-trivial to move to sub-site<br />All content for site-collection & sub-sites in same content database<br />All list data for every site in content database is in same table<br />Site features must be activated on parent site to be available to sub-sites<br />Document Libraries<br />Avoid Sub-Folders unless structure is well defined<br />Use Metadata when possible<br />Be aware of Versioning!<br />41<br />
  46. 46. Trying to make your life easier<br />Don’t host non-SharePoint Sites on Farm<br />SSL (Secure Sockets Layer)<br />Create Site Collection as SSL with self signed certificate if don’t have certificate yet<br />Consider use wildcard cert – use of SAN (Subject Alternate Name) certificate will mean buying whole new certificate if you add servers<br />Service Accounts<br />Basic install uses logged in user as service account<br />Should not be obvious<br />Locked out account will bring down farm<br />Site Templates<br />Master Pages and Themes must exist on target site<br />10mb Size Limit???<br />stsadm.exe -o setproperty -pn max-template-document-size -pv 500000<br />42<br />
  47. 47. How the heck do I…<br />Create a blog/wiki/etc. sub-site under a Publishing Site??<br />43<br />GLOBAL#0 = Global template STS#0 = Team Site STS#1 = Blank Site STS#2 = Document Workspace MPS#0 = Basic Meeting Workspace MPS#1 = Blank Meeting Workspace MPS#2 = Decision Meeting Workspace MPS#3 = Social Meeting Workspace MPS#4 = Multipage Meeting Workspace CENTRALADMIN#0 = Central Admin Site WIKI#0 = Wiki Site BLOG#0 = Blog BDR#0 = Document Center OFFILE#0 = Records Center OFFILE#1 = Records Center OSRV#0 = Shared Services Administration Site SPS#0 = SharePoint Portal Server Site SPSPERS#0 = SharePoint Portal Server Personal Space SPSMSITE#0 = Personalization Site SPSTOC#0 = Contents area Template SPSTOPIC#0 = Topic area template SPSNEWS#0 = News Site CMSPUBLISHING#0 = Publishing Site BLANKINTERNET#0 = Publishing Site BLANKINTERNET#1 = Press Releases Site BLANKINTERNET#2 = Publishing Site with Workflow SPSNHOME#0 = News Site SPSSITES#0 = Site Directory SPSCOMMU#0 = Community area template SPSREPORTCENTER#0 = Report Center SPSPORTAL#0 = Collaboration Portal SRCHCEN#0 = Search Center with Tabs PROFILES#0 = Profiles BLANKINTERNETCONTAINER#0 = Publishing Portal SPSMSITEHOST#0 = My Site Host SRCHCENTERLITE#0 = Search Center SRCHCENTERLITE#1 = Search Center SPSBWEB#0 = SharePoint Portal Server BucketWeb Template  <br />stsadm.exe -o createweb -url http://path-to-publishing-site/subsite-name -sitetemplate <template name> -title <title of site><br />
  48. 48. Why Did They Do That?<br />I don’t think it means what you think it <br />means…<br />44<br />
  49. 49. Really???<br />SQL Forms Based Authentication (FBA) Limitations<br />Roles in Audiences<br />45<br />
  50. 50. Isn’t That Just Peachy!<br />SQL Forms Based Authentication (FBA) Limitations cont.<br />Crawling content secured by FBA (extend for Windows authentication and crawl that)<br />Office 2007 integration<br />Resolving names<br />http://msdn.microsoft.com/en-us/library/bb977430.aspx#MOSSFBAPart3_Introduction<br />PROFILE SYNCING!!!!!!!<br />Limitations if using ISA <br />46<br />
  51. 51. To Avoid SharePoint Fail…<br />47<br />Image Source: http://theroosterstrikes.files.wordpress.com<br />
  52. 52. You Gotta Drink the Kool-Aid!<br />Read Books<br />Setup a VHD<br />Read the blogs<br />Join the Community<br />Start a blog<br />Attend events<br />DON’T BE AFRAID TO DO SOMETHING!<br />48<br />Image Source: http://www.irvinehousingblog.com<br />
  53. 53. 49<br />Questions?<br />Mark Rackley<br /><ul><li>Email: mrackley@gmail.com
  54. 54. Blog: http://www.sharepointhillbilly.com
  55. 55. Twitter: http://www.twitter.com/mrackley</li>