What’s New in SharePoint 2013 for IT Pros


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Speaker: Michael Noel;

At first glance, the most significant changes in Microsoft’s newest version of SharePoint appear to be visual ones, as Microsoft revamped the overall User Interface and updated it to be more easily usable on tablet based devices. Under the surface, however, Microsoft has also made some significant changes to the back-end infrastructure capabilities of the platform, improving tools and adding new capabilities. This session focuses on those back-end infrastructure and administrative changes that are inherent in SharePoint 2013, and concentrates on how IT Pros can prepare for the addition of SharePoint 2013 into their environments. Improvements such as a revamped User Profile Sync offering, integrated FAST Search capabilities, advanced authentication options, changes to Service Applications, and new data tier high availability and business intelligence options are discussed.

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What’s New in SharePoint 2013 for IT Pros

  2. 2. sponsors
  3. 3. Michael Noel• Author of SAMS Publishing titles “SharePoint 2007 Unleashed,” the upcoming “SharePoint 2010 Unleashed,” “SharePoint 2003 Unleashed”, “Teach Yourself SharePoint 2003 in 10 Minutes,” “Windows Server 2008 R2 Unleashed,” “Exchange Server 2010 Unleashed”, “ISA Server 2006 Unleashed”, and many other titles .• Partner at Convergent Computing (www.cco.com / +1(510)444-5700) – San Francisco, U.S.A. based Infrastructure/Security specialists for SharePoint, AD, Exchange, Security
  4. 4. What we will cover• Hardware and Software Requirements• New Service Applications• Distributed Cache Service• Request Management• User Profile Service Improvements• ECM/WCM Improvements• Shredded Storage• FAST Search Improvements• SQL Data Tier Improvements
  5. 5. Hardware and Software Requirements• Windows Server 2008 R2 SP1 or Windows Server 2012 (Preferred)• SQL Server 2008 R2 w/SP1 or SQL Server 2012 (Preferred) Type Memory Processor Dev/Stage/Test server 8GB RAM 4 CPU „All-in-one‟ DB/Web/SA 24GB RAM 4 CPU Web/SA Server 12GB RAM 4 CPU DB Server (medium environments) 16GB RAM 8 CPU DB Server (small environments) 8GB RAM 4 CPU
  6. 6. Service Applications in SharePoint 2013• New service applications available and improvements on existing ones• Office Web Apps is no longer a service application• Web Analytics is no longer service application, it‟s part of search
  7. 7. New Service Applications• App Management Service – Used to manage the new SharePoint app store from the Office Marketplace or the Application Catalog• SharePoint Translation Services – provides for language translation of Word, XLIFF, and PPT files to HTML• Work Management Service – manages tasks across SharePoint, MS Exchange and Project.• Access Services App (2013) – Replaces 2010 version of Access Services
  8. 8. App Management Service Architecture
  9. 9. Translation Services Architecture Document Translation Parsing Engine
  10. 10. Work Management Service Architecture
  11. 11. Access Services 2013 – ArchitectureOverview
  12. 12. Service Databases• Service Applications with their own DBs: • App Management Service • Business Data Connectivity • Managed Metadata Service • Search • Secure Store Service • SharePoint Translation Services • State Service • Usage and Health Data Collection • User Profile • Word Automation Service • Access Services App databases
  13. 13. Cross farm services in SharePoint 2013• Remote farms don‟t need perms to parent farm DBs• Any farm can publish SAs• One web application can use both local and remote SAs• Enables centralized “enterprise” SAs• Support only in specific service applications • Business Data Connectivity • Managed Metadata Service • Search • Secure Store Service • SharePoint Translation Services • User Profile
  14. 14. Service Applications and WAN environments Service application Recommended for WAN environments? Search Managed Metadata Machine Translation Service Business Data Connectivity User Profile Secure Store Service
  15. 15. Distributed Cache Service• A new Windows service – the AppFabric Caching Service – is installed on each server in the farm when SharePoint is installed• It is managed via the Services on Server page in central admin as the Distributed Cache service• The config DB keeps track of which machines in the farm are running the cache service
  16. 16. Distributed Cache Setup• The farm account is used as service account for Cache Service• Like user profile service in SharePoint 2010, during setup the service account should have elevated privileges (i.e. local admin)• After setup is complete you should lower the privileges for the account
  17. 17. Distributed Cache Distribution Distributed Cache service Distributed Cache service Distributed Cache service (Windows service) (Windows service) (Windows service) Distributed Cache service Distributed Cache service (Windows service) (Windows service)
  18. 18. Request Management (RM)• The purpose of the Request Management feature is to give SharePoint knowledge of and more control over incoming requests• Having knowledge over the nature of incoming requests – for example, the user agent, requested URL, or source IP – allows SharePoint to customize the response to each request• RM is applied per web app, just like throttling is done in SharePoint 2010
  19. 19. RM Components Request Manager (RM) Request Throttling and Routing Throttle if appropriate, or select which WFE’s the request may be sent to Request Prioritization Filter WFEs to only ones healthy enough for the request Request Load Balancing Select a single WFE to route to, based on weighting schemes like health
  20. 20. RM Routing and Pools• Routing rules route requests and are associated with MachinePools• MachinePools contain servers• Servers use weights for routing – static weights and health weights• Static weights are constant for WFEs; health weights change dynamically based on health scores Routing Rule #1 Routing Rule #2 Static Weight = 1 Static Weight = 1 … Health Weight = 4 Health Weight = 4 Routing Rule #n
  21. 21. User Profile Import options in SharePoint2013 SharePoint Farm FIM External System Direct Active Directory Import User Profile Service Active Directory Application C#
  22. 22. Business Connectivity ServicesImprovements in SP 2013• OData Support as data source• Eventing FrameWork for external notifications • Provides also alert capability for external lists• Support for SharePoint Apps • BDC models scoped for app level, not to farm level• External list enhancements • Performance improvements, Data Source Filtering, Sorting, Export to Excel• CSOM API
  23. 23. Shredded Storage
  24. 24. SQL 2012 Data Tier Design OptionsAlwaysOn Availability Groups • Two AGs • Content AG with four replicas – Synch and Asynch • Service App/Farm DBs on separate AG, 2 Synch copies only • Read-only farm in remote office attached to content DB copy • DR farm in remote DC on standby to connect to content DB copy
  25. 25. Claims-based Authentication• SharePoint 2013 continues to offer support for both claims and classic authentication modes• However claims authentication is THE default authentication option now • Classic authentication mode is still there, but can only be managed in PowerShell – it‟s gone from the UI • Support for classic mode is deprecated and will go away in a future release • There also a new process to migrate accounts from Windows classic to Windows claims – the Convert- SPWebApplication cmdlet
  26. 26. Enterprise Content Management• Site-level retention policies • Compliance levels extended to sites • Policies include: • Retention policy for sites and Team Mailbox associated with site • Project closure and expiration policy• Discovery Center • Designed for managing discovery cases and holds • Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, and export content
  27. 27. Enterprise Content Management• eDiscovery capablities • Support for searching and exporting content from file shares • Export discovered content from Exchange and SharePoint• Team folders • Seemless integration of Exchange and SharePoint to provide best of both world and end user flexibility
  28. 28. Unified Discovery across Exchange, SharePoint and Lync• Find it all in one place (unified console)• Find more (in-place discovery returns the richest data)• Find it without impacting the user (Give legal team discovery, leave IWs alone) Discovery Center in Unified Preserve, Search and Export SharePoint Exchange Web Services Connect to Exchange to get mailbox data Lync Archiving to Exchange is the compliance store for Lync Exchange Search Infrastructure Exchange and SharePoint use the same search platform
  29. 29. Central Place to view all Cases
  30. 30. Add, manage and export discovery sets
  31. 31. Site Based Compliance & preservation• Compliance officers create policies, which define: • The retention policy for the entire site and the team mailbox, if one is associated with the site. • What causes a project to be closed. • When a project should expire • Can set also site collection as read only• Policy also available optionally from self site creation• Policies can be replicated from content type hub cross enterprises
  32. 32. Team Folders – Exchange and SP Integration • Documents are stored in SharePoint • Emails are stored in Exchange • Team Folders can receive emails and have their own email address • Easy access to both from Outlook and SharePoint • Unified compliance policy applies to both
  33. 33. Web Content Management• Support the tools and workflows designers use• Variations & Content Translation• Search Engine Optimization• Cross Site Publishing• Video & Embedding• Image renditions• Clean Urls• Metadata navigation
  34. 34. Search• New Search architecture (FAST based) with one unified search• Personalized search results based on search history• Rich contextual previews
  35. 35. Search - Logical Architecture
  36. 36. Index Architecture  An index partition is a logical portion Servers Partition #1 Partition #2 Partition #3 of the entire search index.  Each partition is served by one orIndex Servers more index components (or 1, 2 & 3 Primary Secondary Secondary “replicas”) Replica Replica 1 Replica 1  In a partition there‟s only one primary (or “Active”) replica who‟s the only one that writesIndex Servers Secondary Secondary Primary Replica data in a partition 4, 5 & 6 Replica 1 Replica 2  Other secondary (or “passive”) replicas are there for fault tolerance and increased query throughputIndex Servers Secondary Secondary Primary Replica 7, 8 & 9 Replica 2 Replica 2  Index can scale in both horizontal (partitions) and vertical (replicas) waysIndex Servers Secondary Secondary Secondary  Partitions can be added but NOT 10, 11 & 12 Replica 3 Replica 3 Replica 3 removed
  37. 37. Business Intelligence• Excel BI • Instant analysis through In Memory BI Engine • Power View Add-in• Excel Services • Improved data exploration • Field List and Field Well Support • Calculated Measures and Members • Enhanced Timeline Controls
  38. 38. Business Intelligence• PerformancePoint Services • Filter enhancements and Filter search • Dashboard migration • Support for Analysis Services Effective User• Visio Services • Refresh data from external sources – BCS and Azure SQL • Supports comments on Visio Drawings • Maximum Cache Size service parameter • Health Analyzer Rules to report on Maximum Cache Size
  39. 39. Mobile• Classic and Contemporary views for mobile browsers• Automatic Mobile Browser Redirection• Target different designs based on user agent string• Office Mobile Web Apps • Excel • PowerPoint • Word• Push notifications
  40. 40. Session Summary• General Service Application Model Unchanged, but new features added• Search completely overhauled and FAST bolted on• User Profile Synch now has options for no-FIM (pull only,) FIM from 2010, and Full FIM• RM and Distributed Cache Feature added for performance• Shredded Storage improves storage options• SQL 2012 adds additional options at the data tier, including AOAG
  41. 41. Michael Noel Twitter: @MichaelTNoel www.cco.com Slides: slideshare.net/michaeltnoel Travel blog: sharingtheglobe.comPre-order SharePoint 2013 Unleashed: tinyurl.com/sp2013unleashed