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SHAREPOINT:
HINTS AND TIPS FOR THE
BEGINNER
HAROLD GALE MCSA MCTS
NETWORK ENGINEER
TWITTER: @1WISEGEEK
BLOG: HTTP://1WISEGEEK.BLOGSPOT.COM/
Thanks to our Sponsors!
• Platinum:
• Gold:
• Silver:
• Swag:
• Venue:
• Coordinators:
TRISTATE SHAREPOINT USER GROUP
• Meet right here in the Microsoft office
• 2nd Tuesday of the month
• 5:30-8:00 pm
• Content for: End Users, Developers, IT Pros, Admins & Architects
• Presentations, Demos, Open-Discussions
• More Info: www.TriStateSharePoint.org
BACKGROUND
• Working with SharePoint since 2008
• Moving from SharePoint 2007 to 2013
• Assisted in a half dozen small deployments
• 8th SPS Philly
• 1st time speaking
WHO THIS IS FOR
• Beginning SharePoint admins, Site admins, Farm admins
• Network/System administrators
• General Users
DISCLAIMERS
• These are tips and tricks.
• Your business requirements may differ.
• Please don’t tell your sysadmin these have to be done or
required.
• Every SharePoint installation is different.
TIP1: GOVERNANCE
A GOOD PLAN SHOULD CONTAIN
• Vision statement
• Roles and responsibilities
• Guiding principles
• Governance policies and standards:
Information governance
Customization
Security
Operations
Lifecycle Management
• Training
ADDED NOTES
• What is governance in SharePoint 2013
http://go.microsoft.com/fwlink/?LinkId=331051
• Governance model for SharePoint Server 2010
http://www.microsoft.com/en-
us/download/details.aspx?id=13594
• SharePoint Governance Policies, Plans, and Documents Listing
http://www.rharbridge.com/?page_id=726
TIP 2: SITE
COLLECTION OR
SUBSITES
PROS
• Independent of other site
collection resources
• Can be used to define
departments, floor, country, etc.
• Phased upgrade paths
• Better SQL performance
CONS
• Not easy to share data across
sites
• Navigation is more difficult
• Solutions need to be
deployed per collection
SITE COLLECTION
• Easier to share data across
site collection
• Navigation is easier
• Common branding
• Easier to back up
• Restoring content means
whole collection is down
• Slower performance as site
grows
• Can’t move subsites to new
location
SUBSITES
PROS CONS
Site Collection:
• Divisions
• Floors
• Country
• Projects
• Regulations
Subsites:
• Small companies
• Department
• Aggregate data
• Highly customized permissions
• Regulations
ADDING A NEW SITE COLLECTION
ADDING A SUBSITE
HINT: WORK WITH THE SYSADMIN
Active Directory
Filing cabinet
Drawers
Folders
Papers
Information
• Security Groups
• User Accounts
• OU’s
• Group Policy
• Delegation
TIP 3: ASK FOR A
SHAREPOINT OU
• Create an OU for SharePoint
• Create a FarmAdministrator Group
• Delegate SharePoint OU to FarmAdministrator Group
• Create a console (Not in scope of session.)
DEMO
TIP 4: CREATE
CUSTOM GROUPS
By default SharePoint only checks AD every 24 hours.
Use the PowerShell script to change it to 1 minute.
https://www.vioreliftode.com/index.php/active-directory-security-groups-and-
sharepoint-claims-based-authentication/
TIP 5: GROUP POLICY
Apply either at User or
Computer
• You need to add your SharePoint site to the intranet for content
to be displayed properly and use auto logon
• Once you have create apply to the User or Computer OU as
needed.
• You may need to work with your sysadmin
DEMO
TIP 6: KNOW YOUR
SHAREPOINT
VERSION
https://technet.microsoft.com/en-
us/library/jj819267.aspx#bkmk_FeaturesOnPremise
TIP 7: SERVICE
ACCOUNTS
DEMO
TIP 8: UPDATING
TIP 9: DON’T
RENAME DEFAULT
COLUMNS
TIP 10: USE VIEWS
• List views are limited to 5000 returns
• URL length limit of 260 characters
• Moving file causes link change
• Duplicate files
• A file can only belong to 1 folder
• A file can belong to multiple views
Answer to question about views by year from session:
http://en.share-gate.com/blog/what-is-a-sharepoint-view-
and-how-to-use-it
DEMO
DEMO
FOLDERS ARE NOT EVIL
• Use folders when there is a defined difference:
Invoices, Policies, Insurance
• Permissions
TIP 11: TEMPLATES,
TEMPLATES,
TEMPLATES
• Don’t give users access to all templates
Access to templates should be defined in your Governance
Plan
• Create a custom template if possible
Site
Document Library
• Gives users a consistent Look & Feel
Site Template
HINT: DON’T CALL IT SHAREPOINT
Try something:
Catchy
Industry
TIP 12: AAM
AKA I hate my SharePoint
name
• 4 step process
• Use AAM to give a new SharePoint hostname
• Create a new Cname in DNS (Talk to your new sysadmin friend)
• Edit IIS Bindings
• IISReset
DEMO
You can change
Central Admin as well.
Be careful, very careful
TIP 13: AUDITING
• Audting is not enabled by default
• Check for specific business regulations
• Should be included in Governance Plan
• Fine tune settings
DEMO
https://support.office.com/en-us/article/Configure-audit-settings-for-a-site-collection-a9920c97-38c0-
44f2-8bcb-4cf1e2ae22d2
TIP 14: FILE SIZE
• Default setting is 250MB
• Maximum file size is 2GB
• May want to use file shares instead
DEMO
TIP 15: POWERSHELL
• Add-PSSnapIn Microsoft.SharePoint.PowerShell
• Copy-SPSite http://<site name>/sites/OldTeam -DestinationDatabase
WSS_Content -TargetUrl http://<site name>/sites/NewTeam
• Test-SPSite http://<site name>/sites/testsite
• Repair-SPSite http://<site name>/sites/testsite
• Get-SPDeletedSite | select Path , siteid
• Restore-SPDeletedSite -Identity (SITE ID)
• Test-SPContentDatabase -name WSS_Content_DB –webapplication
• (get-spserver $env:computername).NeedsUpgrade
• PSConfig.exe -cmd upgrade -inplace b2b -force -cmd applicationcontent -install -
cmd installfeatures
• Backup-SPSite http://<site name>/ -Path "C:site.bak"
• Backup-SPFarm -Directory "ServerNameShare" -BackupMethod Full –
Verbose
TIP 16: MAINTENANCE
• Perform database maintenance
https://technet.microsoft.com/en-
us/library/cc262731(v=office.14).aspx#DBMaintenanceForSPS2010_CreateSQLS2008MaintPlan
• Recycle Bin
• Site lifecycle
• Quota’s
• Versioning
TIP 17: Resources
• #SPHelp
• #SharePoint
• Microsoft Virtual Academy
• Microsoft E-Books
• Todd Klindt Regressions
http://www.toddklindt.com/blog/Regressions/Home.aspx
• Create custom console
http://windowsitpro.com/active-directory/create-active-directory-mmc-consoles-down-level-administrators
• Manage lists and libraries with many items
https://support.office.com/en-ie/article/Manage-lists-and-libraries-with-many-items-b8588dae-9387-
48c2-9248-c24122f07c59#__toc330996252
• SharePoint Version Comparison
http://blogs.msdn.com/b/sharepoint__cloud/archive/2013/01/10/sharepoint-2013-onpremise-edition-
comparison-chart.aspx
• SharePoint 2013: Service Accounts
http://social.technet.microsoft.com/wiki/contents/articles/14500.sharepoint-2013-service-accounts.aspx

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Sps Philly 2015

  • 1. SHAREPOINT: HINTS AND TIPS FOR THE BEGINNER HAROLD GALE MCSA MCTS NETWORK ENGINEER TWITTER: @1WISEGEEK BLOG: HTTP://1WISEGEEK.BLOGSPOT.COM/
  • 2. Thanks to our Sponsors! • Platinum: • Gold: • Silver: • Swag: • Venue: • Coordinators:
  • 3. TRISTATE SHAREPOINT USER GROUP • Meet right here in the Microsoft office • 2nd Tuesday of the month • 5:30-8:00 pm • Content for: End Users, Developers, IT Pros, Admins & Architects • Presentations, Demos, Open-Discussions • More Info: www.TriStateSharePoint.org
  • 4. BACKGROUND • Working with SharePoint since 2008 • Moving from SharePoint 2007 to 2013 • Assisted in a half dozen small deployments • 8th SPS Philly • 1st time speaking
  • 5. WHO THIS IS FOR • Beginning SharePoint admins, Site admins, Farm admins • Network/System administrators • General Users
  • 6. DISCLAIMERS • These are tips and tricks. • Your business requirements may differ. • Please don’t tell your sysadmin these have to be done or required. • Every SharePoint installation is different.
  • 7.
  • 8.
  • 10.
  • 11.
  • 12.
  • 13. A GOOD PLAN SHOULD CONTAIN • Vision statement • Roles and responsibilities • Guiding principles • Governance policies and standards: Information governance Customization Security Operations Lifecycle Management • Training
  • 14. ADDED NOTES • What is governance in SharePoint 2013 http://go.microsoft.com/fwlink/?LinkId=331051 • Governance model for SharePoint Server 2010 http://www.microsoft.com/en- us/download/details.aspx?id=13594 • SharePoint Governance Policies, Plans, and Documents Listing http://www.rharbridge.com/?page_id=726
  • 15. TIP 2: SITE COLLECTION OR SUBSITES
  • 16. PROS • Independent of other site collection resources • Can be used to define departments, floor, country, etc. • Phased upgrade paths • Better SQL performance CONS • Not easy to share data across sites • Navigation is more difficult • Solutions need to be deployed per collection SITE COLLECTION
  • 17. • Easier to share data across site collection • Navigation is easier • Common branding • Easier to back up • Restoring content means whole collection is down • Slower performance as site grows • Can’t move subsites to new location SUBSITES PROS CONS
  • 18. Site Collection: • Divisions • Floors • Country • Projects • Regulations Subsites: • Small companies • Department • Aggregate data • Highly customized permissions • Regulations
  • 19. ADDING A NEW SITE COLLECTION
  • 21. HINT: WORK WITH THE SYSADMIN
  • 23. • Security Groups • User Accounts • OU’s • Group Policy • Delegation
  • 24. TIP 3: ASK FOR A SHAREPOINT OU
  • 25. • Create an OU for SharePoint • Create a FarmAdministrator Group • Delegate SharePoint OU to FarmAdministrator Group • Create a console (Not in scope of session.)
  • 26. DEMO
  • 28.
  • 29.
  • 30.
  • 31.
  • 32. By default SharePoint only checks AD every 24 hours. Use the PowerShell script to change it to 1 minute. https://www.vioreliftode.com/index.php/active-directory-security-groups-and- sharepoint-claims-based-authentication/
  • 33.
  • 34. TIP 5: GROUP POLICY
  • 35. Apply either at User or Computer
  • 36. • You need to add your SharePoint site to the intranet for content to be displayed properly and use auto logon • Once you have create apply to the User or Computer OU as needed. • You may need to work with your sysadmin
  • 37. DEMO
  • 38. TIP 6: KNOW YOUR SHAREPOINT VERSION
  • 41.
  • 42. DEMO
  • 44.
  • 45.
  • 46.
  • 47.
  • 48. TIP 9: DON’T RENAME DEFAULT COLUMNS
  • 49.
  • 50. TIP 10: USE VIEWS
  • 51. • List views are limited to 5000 returns • URL length limit of 260 characters • Moving file causes link change • Duplicate files • A file can only belong to 1 folder • A file can belong to multiple views
  • 52. Answer to question about views by year from session: http://en.share-gate.com/blog/what-is-a-sharepoint-view- and-how-to-use-it
  • 53. DEMO
  • 54. DEMO
  • 55. FOLDERS ARE NOT EVIL • Use folders when there is a defined difference: Invoices, Policies, Insurance • Permissions
  • 57. • Don’t give users access to all templates Access to templates should be defined in your Governance Plan • Create a custom template if possible Site Document Library • Gives users a consistent Look & Feel
  • 59. HINT: DON’T CALL IT SHAREPOINT Try something: Catchy Industry
  • 60. TIP 12: AAM AKA I hate my SharePoint name
  • 61. • 4 step process • Use AAM to give a new SharePoint hostname • Create a new Cname in DNS (Talk to your new sysadmin friend) • Edit IIS Bindings • IISReset
  • 62. DEMO
  • 63. You can change Central Admin as well. Be careful, very careful
  • 65. • Audting is not enabled by default • Check for specific business regulations • Should be included in Governance Plan • Fine tune settings
  • 67. TIP 14: FILE SIZE
  • 68. • Default setting is 250MB • Maximum file size is 2GB • May want to use file shares instead
  • 69. DEMO
  • 71.
  • 72. • Add-PSSnapIn Microsoft.SharePoint.PowerShell • Copy-SPSite http://<site name>/sites/OldTeam -DestinationDatabase WSS_Content -TargetUrl http://<site name>/sites/NewTeam • Test-SPSite http://<site name>/sites/testsite • Repair-SPSite http://<site name>/sites/testsite • Get-SPDeletedSite | select Path , siteid • Restore-SPDeletedSite -Identity (SITE ID) • Test-SPContentDatabase -name WSS_Content_DB –webapplication • (get-spserver $env:computername).NeedsUpgrade • PSConfig.exe -cmd upgrade -inplace b2b -force -cmd applicationcontent -install - cmd installfeatures • Backup-SPSite http://<site name>/ -Path "C:site.bak" • Backup-SPFarm -Directory "ServerNameShare" -BackupMethod Full – Verbose
  • 74. • Perform database maintenance https://technet.microsoft.com/en- us/library/cc262731(v=office.14).aspx#DBMaintenanceForSPS2010_CreateSQLS2008MaintPlan • Recycle Bin • Site lifecycle • Quota’s • Versioning
  • 76. • #SPHelp • #SharePoint • Microsoft Virtual Academy • Microsoft E-Books
  • 77. • Todd Klindt Regressions http://www.toddklindt.com/blog/Regressions/Home.aspx • Create custom console http://windowsitpro.com/active-directory/create-active-directory-mmc-consoles-down-level-administrators • Manage lists and libraries with many items https://support.office.com/en-ie/article/Manage-lists-and-libraries-with-many-items-b8588dae-9387- 48c2-9248-c24122f07c59#__toc330996252 • SharePoint Version Comparison http://blogs.msdn.com/b/sharepoint__cloud/archive/2013/01/10/sharepoint-2013-onpremise-edition- comparison-chart.aspx • SharePoint 2013: Service Accounts http://social.technet.microsoft.com/wiki/contents/articles/14500.sharepoint-2013-service-accounts.aspx

Editor's Notes

  1. SharePoint is like legos A platform that you can build upon.
  2. Create custom AD & Site Groups
  3. Claims based authentication can take up to 24 hours to give users access to sites. Use PowerShell to modify Security Token Service
  4. Allows for central control of computer or user settings
  5. Doesn’t auto logon if anon access is used. You may want to set homepage as well.
  6. Most accounts need to be only domain user. The more accounts you use the more secure your installation.
  7. Run SharePoint Products Configuration Wizard after patching Preferred as it updates SQL as well: PSConfig.exe -cmd upgrade -inplace b2b -force -cmd applicationcontent -install -cmd installfeatures Psconfigui.exe
  8. Just don’t do it. It will put you in an unsupported status. Don’t rename any default settings. May break patches and upgrades
  9. Auditing can consume massive space, monitor and trim as needed. Ensure document library permissions are restrictive
  10. Start > All Programs > Administrative Tools > SharePoint Central Administration > Application Management Backup & Modify Web.Config Do a Ctrl+f to find this element  <httpRuntime maxRequestLength="51200" requestValidationMode="2.0" /> Modify the above element to match the following <httpRuntime executionTimeout="999999" maxRequestLength="2048000" requestValidationMode="2.0" /> maxRequestLength=“fileSizeInMb" (2000mb x1024)
  11. PSConfig.exe -cmd upgrade -inplace b2b -force -cmd applicationcontent -install -cmd installfeatures