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What‟s New in SharePoint 2013 for IT
Pros NOEL, CCO
MICHAEL




SHAREPOINT AND PROJECT CONFERENCE ADRIATICS
ZAGREB, 11/28/2012
sponsors
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
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
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
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
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
App Management Service Architecture
Translation Services Architecture



                  Document Translation Parsing Engine
Work Management Service Architecture
Access Services 2013 – Architecture
Overview
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
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
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
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
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
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)
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
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
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
User Profile Import options in SharePoint
2013
   SharePoint Farm
                                    FIM
                                                       External
                                                       System

                                 Direct Active
                                Directory Import


                 User Profile
                  Service                          Active Directory
                 Application
                                     C#
Business Connectivity Services
Improvements 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
Shredded Storage
SQL 2012 Data Tier Design Options
AlwaysOn 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
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
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
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
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
Central Place to view all Cases
Add, manage and export discovery sets
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
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
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
Search
• New Search architecture
  (FAST based) with one
  unified search
• Personalized search
  results based on search
  history
• Rich contextual previews
Search - Logical Architecture
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 or
Index 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 writes
Index 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 throughput
Index Servers    Secondary       Secondary
                                                 Primary Replica
   7, 8 & 9       Replica 2       Replica 2                         Index can scale in both horizontal
                                                                     (partitions) and vertical (replicas)
                                                                     ways
Index Servers    Secondary       Secondary         Secondary        Partitions can be added but NOT
  10, 11 & 12     Replica 3       Replica 3         Replica 3        removed
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
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
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
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
Michael Noel
        Twitter: @MichaelTNoel
              www.cco.com
  Slides: slideshare.net/michaeltnoel
  Travel blog: sharingtheglobe.com
Pre-order SharePoint 2013 Unleashed:
     tinyurl.com/sp2013unleashed

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IT Pro Guide to New Features in SharePoint 2013

  • 1. What‟s New in SharePoint 2013 for IT Pros NOEL, CCO MICHAEL SHAREPOINT AND PROJECT CONFERENCE ADRIATICS ZAGREB, 11/28/2012
  • 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. 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. 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. 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. 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. App Management Service Architecture
  • 9. Translation Services Architecture Document Translation Parsing Engine
  • 10. Work Management Service Architecture
  • 11. Access Services 2013 – Architecture Overview
  • 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. 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. 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. 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. 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. 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. 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. 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. 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. User Profile Import options in SharePoint 2013 SharePoint Farm FIM External System Direct Active Directory Import User Profile Service Active Directory Application C#
  • 22. Business Connectivity Services Improvements 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
  • 24. SQL 2012 Data Tier Design Options AlwaysOn 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. 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. 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. 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. 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. Central Place to view all Cases
  • 30. Add, manage and export discovery sets
  • 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. 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. 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. Search • New Search architecture (FAST based) with one unified search • Personalized search results based on search history • Rich contextual previews
  • 35. Search - Logical Architecture
  • 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 or Index 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 writes Index 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 throughput Index Servers Secondary Secondary Primary Replica 7, 8 & 9 Replica 2 Replica 2  Index can scale in both horizontal (partitions) and vertical (replicas) ways Index Servers Secondary Secondary Secondary  Partitions can be added but NOT 10, 11 & 12 Replica 3 Replica 3 Replica 3 removed
  • 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. 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. 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. 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. Michael Noel Twitter: @MichaelTNoel www.cco.com Slides: slideshare.net/michaeltnoel Travel blog: sharingtheglobe.com Pre-order SharePoint 2013 Unleashed: tinyurl.com/sp2013unleashed