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SharePoint 2010 Intranet Case Study
Presented by Peter Carson President, Envision IT
Peter Carson
• President, Envision IT
• Virtual Technical Specialist, Microsoft Canada
• Computer Engineering, UW
• http://blog.petercarson.ca
• www.envisionit.com
• Linked in, Facebook, Twitter
Agenda
• Envision IT Overview
• Microsoft SharePoint
• Envision IT Intranet
• Envision IT is a privately held, best-of-breed web development company located at 7145 West Credit Avenue, Mississauga, Ontario – adjacent to Microsoft Canada Headquarters.
• Incorporated as PCC Limited in 1988 as a Computer Software Consulting company, PCC Limited was officially renamed Envision IT Inc. June 25th, 2004.
• Envision IT joined the Microsoft Partner Program in 1997 and was one of the first Microsoft Gold Certified partners in Canada.
Envision IT Overview
Focused on complex SharePoint solutions, Envision IT is the “go-to” partner for Microsoft SharePoint.
We build integrated public web sites, Intranets, Collaboration Portals, Extranets, and Custom Web Applications that leverage your existing systems anywhere over the Internet.
Supporting our SharePoint services practice:
SharePoint Products: Extranet User Manager, Silverlight Image Manager, Photo Viewer, Image Rotator
Custom .NET Development and Business Process Automation
Business Intelligence
Business Productivity Training
Our Focus
Community Leadership
Microsoft SharePoint 2010 The Business Collaboration Platform for the Enterprise and
the Web
Microsoft SharePoint 2010
Ribbon UI
SharePoint Workspace
SharePoint Mobile
Office Client and Office Web App Integration
Standards Support
Tagging, Tag Cloud, Ratings
Social Bookmarking
Blogs and Wikis
My Sites
Activity Feeds
Profiles and Expertise
Org Browser
List Enhancements
Audio and Video Content Types
Enterprise Content Types
Metadata and Navigation
Document Sets
Document IDs
Multi-stage Disposition
Records
Social Relevance
Phonetic Search
Navigation
FAST Integration
Enhanced Pipeline
PerformancePoint Services
Excel Services
Chart Web Part
Visio Services
Web Analytics
SQL Server Integration
PowerPivot
Business Connectivity Services
InfoPath Form Services
External Lists
Workflow
SharePoint Designer
Visual Studio
API Enhancements
REST/ATOM/RSS
Envision IT Intranet
• Vision and Goals for the project
• Logical Design
• Service Architecture
• Physical Architecture
• Security Plan
• Authentication
• Enterprise Content Management (Document Management and Web Content Management)
• Social Computing (Profile Import, My Sites, Tagging, Wikis, and Blogs)
• BCS connection to Dynamics CRM 4.0
• Managed Metadata
• Enterprise Search (SharePoint People Search, FAST Search with refiners and document previewers)
• Office Web Applications and multi-authoring
Vision and Goals
To provide a single collaborative place available inside and outside our network where our staff,
clients, and partners have access to all information relevant to their role.
• Branded SharePoint 2010 experience across Intranet, Client, and personal sites
• Communication, document management, and social
• Common navigation for all areas
• Single launch point for all systems
Service Applications in SharePoint 2010
SKU Service application
SharePoint Foundation 2010 Business Data Connectivity Services
Usage and Health Data Collection
Microsoft SharePoint Foundation Subscription Settings Service
SharePoint 2010 Standard Managed Metadata Service
Search Service
Secure Store Service
State Service
User Profile Service
Word Automation Services
SharePoint 2010 Enterprise Access Services
Excel Services
PerformancePoint Service Application
PowerPoint
Visio Graphics Service
Web Analytics
Additional Office Web Application Services:
Word Viewing Service
PowerPoint Service
Excel Calculation Services
Microsoft Project Server 2010
Service Application Dependencies
Service Dependent on
Business Connectivity Services Secure Store Service
Subscription Settings Service
Excel Services Secure Store Service
Managed Metadata Service Subscription Settings Service
PerformancePoint Services Secure Store Service State Service
Enterprise Search Business Connectivity Services
User Profile Service
Subscription Settings Service
Secure Store Service Subscription Settings Service
User Profile Services Business Connectivity Services
Managed Metadata Service
Subscription Settings Service
Visio Graphics Service Secure Store Service
State Service
Web Analytics Service State Service
Word Automation Service Subscription Settings Service
Possible Topology
Application pool Application pool
Application pool
Service apps
Application pool
Service applications
Default group
Custom group
SharePoint Web Services
Web App 1 Web App 2 Web App 3
Physical Architecture
Security and Authentication
• Claims based
• Windows Authentication both inside and outside the firewall
• Microsoft ISA Server 2006 provides an HTML login page
• Envision IT Extranet User Manager provides external user account setup, password management, and lost password retrieval
• Future plans are to move to Forefront Threat Management Gateway for outbound and Unified Access Gateway for inbound
• Forefront Protection 2010 for SharePoint
SharePoint Accounts
Account Details Setup User Account Used to run setup and the product config wizard
Farm Account Central Admin App Pool Microsoft SharePoint Foundation Workflow Timer Service
Services Account
Central Admin App Pool
Secure App Pool
MySite App Pool
Search Service Account Read only content access account
User Profile Sync Services Account Account used to connect to the domain to retrieve AD information. Needs replicate directory changes permission to each import domain
Portal Super User
Portal Super Reader
Secure Store Account(s) used to access back end systems and data stores
Installation
• Installed using AutoSPInstaller
• http://autospinstaller.codeplex.com/
• Repeatable, scripted install
• Can be restarted midway
• Will install the binaries, including service packs and language packs
• Provides standardized naming for all SharePoint databases
• Driven off a single SetInputs.xml file
• Product ID is set in the config.xml
General Configuration
• Farm Configuration Wizard
• Create and assign domain certificates
• Create the top-level site collection
• Configure outgoing email settings
• Activate the Office Web Apps feature in each site collection
• Allow all site templates
• Setup Excel Services
• Activate the SharePoint Server Enterprise Site Collection features
File Handling
• Set permissive file handling on the web apps
• http://www.sharepointedutech.com/2010/05/05/opening-pdfs-in-sharepoint-2010
• Set the PDF file icon to show
• http://www.sharepointedutech.com/2010/02/17/changing-file-associations-icons-in-sharepoint-2010
• Add the ICPDF.GIF file to the C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\IMAGES folder
• Add the <Mapping Key="pdf" Value="ICPDF.gif" OpenControl=""/> line to the C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\XML\DOCICON.XML file
• IISReset to see the changes
• Do the same for MindManager and Balsamiq
Profile Import
• Manage User Profile Service
• Configure synchronization connections
• http://blogs.msdn.com/b/spses/archive/2010/04/01/sharepoint-2010-provisioning-user-profile-synchronization.aspx
• Provision the directory sync account
• Replicate directory changes permission to each import domain NC
• http://support.microsoft.com/kb/303972
• Start a full profile synchronization
• Setup a content source for sps3:// for the people search
• Do a full search crawl
Business Connectivity Services
• Manage the Secure Store Service
• http://technet.microsoft.com/en-us/library/ee806866.aspx
• http://blogs.msdn.com/b/sridhara/archive/2010/01/27/setting-up-bcs-with-secure-store-application-impersonation.aspx
• Generate New Key
• Create new Target Application
• Target application type of Group
• Set the members to the group(s) that will map to these credentials
• Set the credentials
• Manage the Business Data Connectivity Service application
• Set Metadata Store Permissions to grant permissions to the user creating the external content type
Business Connectivity Services
• Add a new connection of data type SQL Server
• Set the database server and database names
• Connect with Impersonated Windows Users Identity
• SSID matches the target application set in the Secure Store Service
• Select the table or view
• Create a new Read Item and Read List operations
Envision IT Intranet
• Vision and Goals for the project
• Logical Design
• Service Architecture
• Physical Architecture
• Security Plan
• Authentication
• Enterprise Content Management (Document Management and Web Content Management)
• Social Computing (Profile Import, My Sites, Tagging, Wikis, and Blogs)
• BCS connection to Dynamics CRM 4.0
• Managed Metadata
• Enterprise Search (SharePoint People Search, FAST Search with refiners and document previewers)
• Office Web Applications and multi-authoring
Questions?
Peter Carson
• President, Envision IT
• Virtual Technical Specialist, Microsoft Canada
• Computer Engineering, UW
• http://blog.petercarson.ca
• www.envisionit.com
• Linked in, Facebook, Twitter
