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My SharePoint Admin 101 presentation from KMWorld 2011 DC, 31 October 2011.
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SharePoint 2010 – Admin 101
CHRIS MCNULTY
Chris McNulty• SharePoint Strategic Product Manager at
Quest Software• Formerly KMA SharePoint Practice
Lead/Manager• Working with SharePoint technologies since
2000/2001• 20 years consulting and financial services
technology (Santander, John Hancock/Manulife, GMO, State Street)
• MBA in Investment Management from Boston College Carroll School of Management
• Write and speak often on Microsoft IW technologies (blogs & books)
• Microsoft MCSE/MCTS/MSA/MVTSP• Hiking, cooking, playing guitar, colonial
history, photography• My family: Hayley, three kids (16, 7, 5) and
my dog Stan
(4)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Twitterhashtag: #spssanTwitter hashtag:
About Home
• The dilemma• Architecture, Design & Planning• Installation and Upgrade• Support
– Monitoring– Backup– PowerShell– Development Functions– Optimization & Patching
• Customization– Content Administration
• Best Practices
Agenda
o You’re the new SharePoint Administrator!!!o But…o You’re still responsible for:
• Exchange• Active Directory• SQL• Desktop• Help Desk• Network/Firewall• Cooking & Cleaning• Etc.
Congratulations!
o SharePoint administration is often an ‘add-on’ for other IT professionals (SQL DBAs, AD Admins, Exchange Engineers)
o Time and focus are scarce resources!o Common pain points include
• Upgrades are complex and hard to monitor• Dispersed workforce, little control of browsers and
Office versions• Hard to understand and troubleshoot “behind the
scenes” performance and capacity planning• Best practices not always understood or compared to
system health• “All or nothing” administration means IT must be
engaged for all admin responsibilities, even search
The Dilemma
Microsoft SharePoint Server 2010 … the bright frontier
Eastern Long Island, July 4, 2010
Microsoft SharePoint 2010Ribbon UISharePoint WorkspaceSharePoint MobileOffice Client and Office Web App IntegrationStandards Support
Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser
Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements
Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline
PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot
Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS Communities
Search
Sites
Composites
ContentInsights
Architecture and Design
• Typical Roles:• http services• Search query
• Scaling• Add servers to load balanced
cluster• Performance Optimization
• RAM• Easily virtualized
Server Farm – Web Front End
11
• Typical Roles:• Search index/crawl• Excel calculation• User profiles• Managed Metadata
• Scaling• Add search servers and
partitions• Move shared services to
dedicated servers• Performance Optimization
• CPU
Server Farm - Application Server
12
• Typical Roles:• Data storage• SQL Reporting
• Scaling• Add storage capacity
• Performance Optimization• Disk I/O
Server Farm - Database
13
• Typical Roles:• Small teams• Small pools of documents
• Considerations• Performance & fault tolerance
less of a concern• SQL & Web on same system• Search not a core function
Sizing - Single Server
• Typical Roles:• 100-10,000 users• 10,000 – 1MM documents
• Scenarios• Enterprise portal• Large scale collaboration• Broader applications platform• Larger external search pool• Mix and match internal external
front end servers on common content databases
Sizing - Medium Farm
• Typical Roles:• Large distributed
enterprise users (10000+)
• Large pools of documents (>1MM)
Sizing - Large Farm
• Farm level• Web applications
• Independent top level URLs
• Run inside IIS pools• Consume shared
services and admin from the farm or other farms
• Site collections • Security, branding,
database frontier• Contain single sites or
site hierarchies• Sites
• Group related SharePoint elements (lists, libraries, pages, web parts)
Top Level Logical Components
17
Web Applications
http://intrane
t
Site Collections
Site Hierarchie
s
Sites
Lists
Mid-Level Logical Components (http://intranet)
• Sites also contain lists, pages, and web parts
• High capacity!• Maximums
• 250,000 sites per site collection
• 5,000 site collections per content DB
• 200GB max content DB (single site collection)
• >200GB post SP1• 300 Content DBs per
web application• 30MM
documents/library• 2GB document size
• 2011 News– 14TB Demo
Logical Components
Content Search
Initial Content Size XXX GB External Crawl Size YYY GB
Initial User Pool U
User Collab Size .25GB
n YR Growth Rate – Archive Rate
G%
End Content Size XXX (1+G)n = ECS End Search Size YYY (1+G)n = ESS
End User Collab Size .25 * U * (1+G)n = EUCS
Content DBs ECS + EUCS
Search DBs .05 * (ECS + EUCS + ESS)
Search Index Files .05 * (ECS + EUCS + ESS)
Disk Sizing
• Inputs: Size for SharePoint content and non-SharePoint content included in search
• For DBs, don’t forget to consider transaction logs, disk dumps (if used for backup) which can add 1-3X.
• In SAN or virtual environments, not all disk need be provisioned early
• Web Front End (WFE)– 8GB minimum– 12GB larger– 16GB max
• Application– 8-12GB
• SQL– 8-20GB
• HP Sizing Tool– http://
h71019.www7.hp.com/activeanswers/Secure/548230-0-0-0-121.html
• Don’t forget about the swap files (1-2X size of RAM)
Memory Sizing
• WFE– Load balanced clusters– Internal – external isolation– 500-1000 simultaneous users
• Application– Indexes Redundant– Distribute Queries
• Database– Cluster– Mirroring– Log Shipping– EBS or RBS
Server Counts - Redundancy
• Classic– Zones mapped– Single URL for each
authentication method:
– e.g.• Default: Windows• Forms (LDAP, SQL,
ADAM)
– Generate an NTToken to represent SPUser
• Claims– Unified URL– Multiple sources
(Windows, FBA, SSO) combine to generate a single SAML token to represent SPUser
Authentication Architecture
Regular label-callout text
Multi-AuthenticationMixed Authentication
SharePointFarm
Web Application
Extended Web Application
Extended Web Application
Extended Web Application
Extended Web Application
Zone: Custom
Zone: Extranet
Zone: Intranet
Zone: Internet
Zone: DefaultWindows Authentication
FBAAuthentication
...
...
...
SharePointFarm
Web Application
Extended Web Application
Extended Web Application
Extended Web Application
Extended Web Application
Zone: Custom
Zone: Extranet
Zone: Intranet
Zone: Internet
Zone: DefaultWindows AuthenticationFBA Authentication
SAML Based AuthenticationFBA Authentication
Windows Authentication
...
...
24
Authentication ScenariosMixed Mode
Remote Employees
ExtranetZone
IntranetZone
EmployeesFBA
claimsWindows
claims
https://extranet.domain.com http://intranet
Authentication ScenariosMulti Authentication
IntranetZone
Employees
FBAclaims
Windowsclaims
https://Corporate.domain.com
SAMLclaims
Vendors Partners
• Traditional• Inexpensive• Simple• Only one firewall• External traffic
comes inside internal network
Internet Topology – Edge Firewall
WFE SQLEdge
Firewall AD
Internet
App
Internal Network
• More complex• Duplicative networks,
backup, AD• External traffic is
reserved• Larger server foot
print (exposure) in perimeter
• Internal users need domain trusts
• Internal users access site across firewall
Internet Topology – Perimeter
Router/Firewall
WFE SQLEdge
Firewall AD
Internet
App
Perimeter Network Internal Net
• Most complex• Intricate firewall rules• App, AD and search
roles optionally in perimeter
• Optional internal WFE or internal users always cross a firewall
• Crawl topologies important to avoid overtaxing the firewall
Internet Topology – Split Back to Back
Router/FirewallWFE SQL
EdgeFirewall AD
Internet
App
Perimeter Network Internal Network
• Multi-farm• SSA farm• Content publishing
Internet Topology – Enhanced Techniques
SharePoint Foundation 2010
• Standard & Enterprise• FIS-S FIS-E
Search Server 2010 & Express
Microsoft SharePoint Server 2010 (MSS)
Project Server 2010 / Team Foundation Server
FAST
SharePoint 2007
SharePoint Family Platforms
• SharePoint 2010 is a 64 bit only platform. Direct upgrades from 32 bit to 64 bit requires prep work.
• Windows Server 2008 or Windows Server 2008 R2 X64
• SQL Server 2005 x64 SP3 CU3 Or
• SQL Server 2008 x64 SP1 CU2Or
• SQL Server 2008 R2
Platform Basics
• 2007 Shared Services Provider has been broken up; each of its elements is now a Shared Service Application
• Mix and match them singly or in groups, to match farm’s needs.
• Crawl/index no longer a single server role
• In 2010, administration can be delegated– Key targets: Enterprise
search, metadata, user profiles
Shared Service Applications
http://globalweb http://itportal
Visio
Search
Excel Calc
Metadata
User Profiles
• Internet Explorer 7/8/9, Firefox and Safari are all supported.
• Some support for Chrome• IE6 is not supported• Most other browsers are still supported for
Internet configurations• Office 2010 includes optimizations for the new
platforms• Offline Access
– 2007: used Outlook 2007 and Groove– SharePoint Workspace 2010 integrates offline
documents and lists
Client/Browser Technology
• SharePoint 2010 provides a server version of Office applications – Office Web Access, or “OWA”.
• In part, this enables simultaneous multiuser editing of Office documents:– Excel in OWA, not client– Word/PowerPoint on
client only if file opened from a shared document library
– OneNote client or OWA
Office Web Applications
– Group exercise– Medium software
development and services
Design Workshop
• Techco to use SharePoint technologies to consolidate:– Mediawiki 50GB
• Corporate content is out of date, hard to find and organize
– Internal WSS 3.0 50GB• Internal SharePoint sites used mostly as corporate directories (e.g., corporate
“Facebook”-type page).
– GoLive Sites 100GB• Sites set up using WSS2.0 for collaboration among integrated project teams working on
professional services group (PSG) engagements.
– Extranet 800GB• Sites set up for product release and technical support teams where code, log files, and
other data can be shared in a controlled, secure environment.
– Search against 10TB of legacy file system data
• Other inputs– About 200-300 internal users– About 200 external consumers of data– Allowing users to login against either Windows AD or a separate user store
for external users– Emailing documents directly to SharePoint libraries– Enabling self-service user password management
Design Workshop
Design Workshop - Physical
Index2X dual core
64-bit8 GB RAM
Local Storage (ca. 1.5TB)Win 2008 R2
User Requests
External data stores to be searched
(e.g., file shares, Web sites,
LOB applications, etc.)TBD
MSSQL DB2x quad core 64-bit
8-12 GB RAMSAN – RAID 5/10 Storage 2.5-3TB/TBD
Win 2008 R2
Network Load Balancer
WFE2x dual core, 64-bit 8 GB RAMLocal Storage (ca 80-200GB)
Win 2008R2
Internet Usage
Web Front End Servers (WFE)Serve as http: URL connectionn points
App/Index/Query ServerServe purpose of offloading indexing
And query activities from WFENeed for one or more driven by detailed search requirements,
external data sources to be indexed, application support
Microsoft SQL Server Database Servers Store SharePoint data and content.
Single vs clustered MSSQL DB is dependent on: corpus of data, tolerance for
downtime, and desired performance.
Design Workshop - Logical
App Pool
ExternalClaims Web Application
Windows/FBASite Collection
Extranet
Database
Site Collection PSG/GoLive
Database
App Pool
InternalClaims App:
Windows OnlySite Collection
Intranet
Database
Site Collection MediaWiki
Database
ArchivesSC/Database PSG
SC/Database Extranet
SC/Database Intranet
SC/Database Mediawiki
App Pool
Administrative
Classic Web App
Windows
Central Admin
Database
Classic Web App
Content Types Hub
Database
• Third Party Tools• Database Structure or EBS/RBS• URL design and shareability• 10TB Indexing
Design Workshop - Questions
• Formerly “BPOS”• Reduced Functionality in Shared Environments• Pricing and capacity vary from self-hosted
material• Following material is subject to change:
Office 365
| Copyright© 2010 Microsoft Corporation
Sites Communities
Content Search CompositesInsights
Summary of FeaturesSharePoint Online - Standard
42
O365
Ask Me About
Blogs
Colleague Suggestions
Colleagues and Memberships
Discussion Forums
Enterprise Wikis
Keyword Suggestions
My Network
My Sites: People Profiles and Personal Sites
Note Board
Organization Browser
Outlook Social Connector
Photos and Presence
Ratings
Recent Activities
Social Bookmarks
Status Updates
Surveys
Tag Clouds
Tag Profiles
Tags
What's New
Wikis
Access Services
Browser-Based Customizations
Customization via SharePoint Designer
Forms: Out-of-box workflows and
customization via SharePoint Designer
2010
InfoPath Forms Services
Sandboxed Solutions
Workflows
Document Sets
Legal Holds
Metadata Driven Navigation
Multi-stage Disposition
Office Integration
Office Web Apps
Rich Media Management
Shared Content Types and the Managed Metadata Service
Support for Accessibility Standards
The Content Organizer
Unique Document IDs
Excel Services
Visio Services
Audience Targeting
Lightweight Public-Facing Site
Cross-Browser Support
Enterprise Management Operations
External Sharing
Fluent UI / Ribbon
Mobile Connectivity
Multi-Lingual Support
Office Client Integration
OOTB Web Parts
Scalability
SharePoint Workspace Integration
Tagging
Video Support, REST, and Silverlight
Best Bets
Duplicate Results
Metadata-based Refinement
People and Expertise Search
Phonetics & Nickname Expansion
Recently Authored Content
Search a Single Site Collection
Search Across Site Collections
Search Scopes
Site Search
Social Behavior Improves Relevance
Taxonomy and Term Store Integration
View in Browser
Data Connection Library
PerformancePoint
Business Intelligence Center
Chart Web Part
Business Connectivity Services (BCS)
SharePoint Timer Jobs
FAST
Word Automation Services
Records Center
Web Analytics
Key:W14
Future Features
Installation and Upgrade
• Servers:– Windows 2008 R2 X64 Enterprise Edition– SQL Server 2008 R2 x64
• Service Accounts– spfarm (Farm acct; local admin on the SharePoint servers and either sa
or dbcreate, dbowner and security admin on the SQL server.)– svcsql (SQL Server service acct)– sppool (IIS pool acct)– spcrawl (Search accts)– spadmin Interactive admin (install account; local, site collection and
farm admin privileges)• Install as SPAdmin • Install Software Prerequisites - Checks for following elements:
– Application Server Role, Web Server (IIS) Role, Microsoft SQL Server 2008 Native Client, Hotfix for Microsoft Windows (KB976462), Windows Identity Foundation (KB974405), Microsoft Sync Framework Runtime v1.0 (x64), Microsoft Chart Controls for Microsoft .NET Framework 3.5, Microsoft Filter Pack 2.0, Microsoft SQL Server 2008 Analysis Services ADOMD.NET, Microsoft Server Speech Platform Runtime (x64), Microsoft Server Speech Recognition Language - TELE(en-US), SQL 2008 R2 Reporting Services SharePoint 2010 Add-in
Installation - Prerequisites
• Initial– Product Key– Type of installation - Always SERVER
FARM– Installation Type - Complete [Not
Single Server]– Accept default file locations – index
files will stay on C:\Program Files\Microsoft Office Servers\14.0\Data
– At end NO Wizard– Run OWA Setup– Then, WIZARD! The wizard starts,
and yes, it’s OK for IIS to reset during the wizard…
• Create a new farm– Set farm account– Pick configuration database,
Passphrase, CentralAdmin Port (Conventions)
– Final confirm and let the wizard run
Installation – Grey Wizard
• Pros– Easy– All SSAs Configured– Saves time and PowerShell
hand tooling of SSAs
• Cons– My Sites setup in same app and
DB as primary– Database Names are default,
GUID happy– Kills kittens (ask SharePoint
911!)
• What it does– Sets up service acct for SSAs
and other services (sppool)– Sets up a port 80 web app with
a My Sites Host sub-site collection in WSS_Content database
Installation – White Wizard?
Server ServiceApp Servers
Web Servers
Access Database Service Y NApplication Registry Service Y YBusiness Data Connectivity Service Y NCentral Administration Y YClaims to Windows Token Service N NDocument Conversions Launcher Service N NDocument Conversions Load Balancer Service N NExcel Calculation Services Y NLotus Notes Connector N NManaged Metadata Web Service Y NMicrosoft SharePoint Foundation Incoming E-Mail Y YMicrosoft SharePoint Foundation Sandboxed Code Service N NMicrosoft SharePoint Foundation Subscription Settings Service N NMicrosoft SharePoint Foundation Web Application N YMicrosoft SharePoint Foundation Workflow Timer Service Y YPerformancePoint Service Y NPowerPoint Service Y NSearch Query and Site Settings Service Y YSecure Store Service Y NSharePoint Foundation Search N NSharePoint Server Search Y YSQL Server PowerPivot Service N YUser Profile Service Y NUser Profile Synchronization Service Y NVisio Graphics Service Y NWeb Analytics Data Processing Service Y YWeb Analytics Web Service Y YWord Automation Services Y NWord Viewing Service Y N
Typical Service Placement• Guidelines, not rules• Minimize service on
WFEs• Similar Decisions
about Feature Activations for Farm, Site Collections, Sites– (Following Slides For
Examples)
• Three paths– In place
– Database upgrade
– Third party tools
• Process– Pre-upgrade checker
– Visual Upgrade
– Resumable upgrade
– Progress reports
– Parallel DB upgrades
Predictable Upgrade
• For smaller, braver sites, perform an in place upgrade. – Site should be running at least MOSS 2007 SP2 (October 2009 CU even
better) to use preupgradecheck. – All systems must be running Windows 2008 X64 - no in place upgrade
available for 32 bit SharePoint 2007.• The alternate technique is to build a new 2010 system, 64 bit,
and then attach your 2007 databases. – Build a new, empty SP2010 farm– Build a new web app with a deleteable content db and drop the
content db in Central Admin– Copy (detach/attach) the old content databases to a new server or
name.– Prescan the database using the PowerShell command Test-
SPContentDatabase -Name [database] -WebApplication [url]– Attach the new database to the web app using the command line:
stsadm -o addcontentdb -url [URL] –databasename [database] –assignnewdatabaseid
– Review the migrated database content• Alternatively, if you have more exotic upgrade needs (e.g. 2003-
2010), non SharePoint migrations (Notes, file systems), needs to restructure content, etc. - third party tools help.
Upgrade Techniques
• Additional Prepwork– Content pruning
– Database alignment • stsadm-o
mergecontentdbs
• DB Attach– Preinstall Required
Features
– Stsadm –o addcontentdb –databasename DBNAME –url URL –assignnewdatabaseid
– PowerShell Mount-ContentDatabase
– Test, test, test!
Upgrade Preparation
• SharePoint 2007 SP2 minimum, October 2009 CU best
– STSADM.exe –o preupgradecheck
• Documentation– All servers and components in the farm,
and whether the servers meet 64-bit hardware/OS requirements
– Alternate access mapping URLs– A list of all site definitions, site templates,
features, and language packs that are installed in the farm.
– Unsupported farm customizations (such as database schema modifications).
– Database or site orphans – Missing or invalid configuration settings in
the farm (missing Web.config file, invalid host names, invalid service accts).
– Whether the databases meet the requirements — for example, databases are set to read/write, and any databases stored in Windows Internal Database and larger than 4 GB.
Pre-Upgrade Check
Upgrade servers without changing the user interface
Switch-on new UI across site collections in a controlled manner
Pre-release screenshots, subject to change
Preview new UI
IT Pro Investments – Visual Upgrade
• PowerShell allows a range of sites in a web application to be Visually Upgraded at once:
Batched Visual Upgrade
$webapp = Get-SPWebApplication http://sitenameforeach ($s in $webapp.sites){$s.VisualUpgradeWebs() }
DEMO• Upgrade
(56)Copyright 2011 © Knowledge Management Associates, LLC. Twitter hashtag: #sptechcon
MonitoringMonitoring and Operations
• Developer Dashboard– Empower developers
and users
• Integrated Health Analyzer– Runs when necessary– Alerts anomalies – Fixes when it can
• Web Analytics– User usage– Resource usage
Proactive Issue Resolution
• Unified Logging• Out-of-the-box
reports• Richer Web Analytics• Open Schema• SCOM Integration• PLUS
– Developer Dashboard
– Health Analyzer
Logging, Monitoring, and AlertsKnow what is going on
ULS Logs
Windows Events
Page requests
Feature Logging
Health data
Logging DB
• Monitoring– SCOM– Central Admin
• Health Analyzer– Site Collection Web Analytics– Developer Dashboard
• stsadm –o setproperty –pn developer-dashboard –pv OnDemand
• (Get-SPFarm).PerformanceMonitor.DeveloperDashboardLevel = "OnDemand"
– Troubleshooting• Correlation ID – One GUID to rule them all!• ULS Logs, Event Logs, Performance Monitor
– OR• WSS_Logging DB
Monitoring – General
Developer Dashboard Improve customized solutions with the Developer Dashboard
Pre-release screenshots, subject to change
SQL Queries Performance
Memory Usage
Data-Request Trace
• Query Database Views Directly• Requires Timer Jobs Enabled
– Diagnostic Data Provider: Trace Log
– Diagnostic Data Provider: Event Log
• ULS Configuration Matters• Database will GROW!• Aggregates from ALL Servers• Sample:
– SELECT * FROM [WSS_Logging].[dbo].[ULSTraceLog] WHERE CorrelationID = '04377DAE-C2FD-4DBE-A57E-101B3005059E'
Monitoring – WSS_Logging
• Third Party Tools• Recycle Bin• Granular / Site Collection Backup (UI)
– *.bak file– Restore-SPSite
• Unattached Recovery– Browse unattached content database– Account needs DB permissions– Database need not be on the same server!– No more granular than list or library!– Browse Content
• Export Site or List
– Export as a CMP file– PowerShell restore
• PS: Import-SPWeb http://msshome2010 –Path C:\ListRecovery.cmp
• SQL Backup• SharePoint Backup (UI or script)
Backup/Recovery
@echo offecho ==================================================echo Backup the farmecho ==================================================@SET stsadm="C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\BIN\stsadm"rmdir /S /Q "\\spsql08\spbackup\farmold"ren "\\spsql08\spbackup\farm" "farmold" md "\\spsql08\spbackup\farm"%stsadm% -o backup -directory "\\spsql08\spbackup\farm" -backupmethod fullecho complete
STSADM Backup
# NOT NEEDED write-outputwrite-host ==================================================write-host Backup the farmwrite-host ==================================================Add-PSSnapIn Microsoft.SharePoint.PowershellRemove-Item -Path "C:\PSBackup\farmold“ -recurseRename-Item -Path "C:\PSBackup\farm" -NewName "farmold" New-Item -type directory -path C:\PSBackup\farmBackup-SPFarm -directory "C:\PSBackup\farm" -backupmethod full –verbose –percentage 5Write-host Backup complete
PowerShell Backup
• SharePoint Shell vs. Base Shell– Add-PSSnapin Microsoft.Sharepoint.Powershell
• Command -?– Get-Help Command– Get-Help Command –examples
• Pipe– Get-Command –Noun SP*– Get-Command – Noun SP* | Select Name– Get-Command – Noun SP* | Select Name | Out-File
Commands.txt
• Get-SPSite –limit all | Get-SPWeb –limit all | Select URL, webtemplate | Out-GridView– WindowsPowerShell Integrated Scripting Environment to
allow Out-GridView
PowerShell
• Visual Update a range of sites:
• Site Backup• Add MMS Term
Some Useful PowerShell Snippets
$webapp = Get-SPWebApplication http://sitenameforeach ($s in $webapp.sites){$s.VisualUpgradeWebs() }
$str = “SAMPLE”$site = new-object Microsoft.SharePoint.SPSite("http://MYSITE")$session = new-object Microsoft.SharePoint.Taxonomy.TaxonomySession($site)$termstore = $session.TermStores[“MYTERMSTORE"]
[…create group…][…create term set…]
$term = $termset.CreateTerm($str, 1033)
• Create and configure a library
Some Useful PowerShell Snippets II
#Load the Sharepoint .net Assembly[System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoint") #set the url of the site collection to a variable$siteurl = "http://msshome2010/"$subsitename = "Marketing"$newlibraryname = "NewLib"$newlibrarydesc = "NewLib Description" #create the new object passing the site collection URL, attach subsite$mysite=new-object Microsoft.SharePoint.SPSite($siteurl)$subsite = $mysite.openweb($subsitename) #make the new library - 101 is the generic for DocumentLibrary template$subsite.lists.add($newlibraryname ,$newlibrarydesc, 101) #open the new library and break inheritance$mylib = $subsite.lists[$newlibraryname]$mylib.BreakRoleInheritance($false)
DEMO• Monitoring
• Developer Dashboard• Health Analyzer
• PowerShell
Packaging Explorer
Visual Studio 2010 Support
Workflow Designer
Web PartDesigner
Import solutions from SharePoint Designer, including Workflow
Extensibility for SharePoint artifacts Support for SharePoint
Sandboxed Solutions
Pre-release screenshots, subject to change
Development Continuum
Import
Export
Professional developerBusiness Analyst/Process Designer
Design skeleton workflow processes
View workflow visualizations
Design data-backed business diagrams
Custom Web Parts
Code Workflows
Event Receivers
List Definitions
Application Pages
WSP Package
Designer/IW/Power User
Create lists & libs
Design Web Pages
Web part hook-up
Views & forms
Declarative Workflows
Development Support – Three Regions
Development
•often internal to developers•problem reproduction that require advanced inspection tools (e.g. Visual Studio) are done here•permissions can be looser, may have multiple environments for multiple developers•sensitive data from production cannot be copied here without masking or customer signoff•changes here can be deployed ad hoc
Staging/Test
•no Visual Studio, no MS Office•match/mirror production as closely as possible; match hardware/system performance as closely as practical
•security permissions match production
•any sensitive data copied here stays under production-grade controls
•test accounts should be created in a separate OU if possible
•changes here can only be delivered and deployed from source control and according to production release methods
Production
•optimized hardware configurations•highly secure•no use of user rotating password accounts as service accounts•changes here can only be delivered and deployed from source control and according to production release methods
(72)Copyright 2011 © Knowledge Management Associates, LLC. Twitter hashtag: #sptechcon
OptimizationOptimization
• Release Cycle– Major Service Packs 6-12 Months– Aggregated Cumulative Updates every two months.
• Announcements– Microsoft usually announces them on the SharePoint Team
MSDN blog, http://blogs.msdn.com/b/sharepoint/ and consolidates the latest patch news at: http://technet.microsoft.com/en-us/sharepoint/ff800847.aspx
– Patch versions and build numbers on my blog at http://blogs.kma-llc.net/microknowledge/version-build-numbers/
• Service Packs are usually directly available for download. • For Cumulative Updates, you have to supply an email
address, and you’ll be sent a link to a password encrypted download file.
Patching
Patching – High Level Processthrough August 2011
Patch •SharePoint Foundation
Patch •SharePoint Server
Deploy •Run SharePoint Products and Technologies Wizard•(Or psconfig) •Sequential Application to Central Admin, Application Server(s), Web Front End Servers
Patching – High Level Process After August 2011
Patch •Separate patch longer needed – single patch CU now available
Patch •SharePoint Foundation•OR SPF/Server•OR SPF/Server/Project Server
Deploy •Run SharePoint Products and Technologies Wizard•(Or psconfig) •Sequential Application to Central Admin, Application Server(s), Web Front End Servers
• Backups– Local Disk – easy but storage intensive– Agents – remote, requires extra software
• RBS Maintenance– BLOB Orphans
• Log Sizing– Full logged (default) generates huge t-logs– Simple doesn’t but prevents point in time restore
• Maintenance Plans
SQL Maintenance
• IIS Bit Rate Throttling (Video)– Part of IIS Media Services 2.0 or greater – Download http://www.iis.net/download/BitRateThrottling– Configured through IIS Manager
• Large File Upload Support:– Central Admin: 600MB Upload Size– IIS7 Connection Timeout 65536 seconds– Web app web.config = change line to
• <httpRuntime maxRequestLength="2097151" executionTimeout="999999" />
– in 14hive\template\layouts\web.config, change above line to same– Finally, as per
http://support.microsoft.com/kb/944981/en-us add section to web.config to allow 600MB content length (it’s a new requirements in IIS7).
• <system.webServer>• <security>• <requestFiltering>• <requestLimits maxAllowedContentLength="629145600"/>• </requestFiltering>• </security>
Optimization
• Disk-based BLOB Caching– Local store for audio/video, PDF other frequent
read only files– Edit in Web.config (C:\Inetpub\wwwroot\wss\
virtualdirectories\...)– <BlobCache location="" path="\.(gif|jpg|jpeg|jpe|
jfif|bmp|dib|tif|tiff|ico|png|wdp|hdp|css|js|asf|avi|flv|m4v|mov|mp3|mp4|mpeg|mpg|rm|rmvb|wma|wmv)$" maxSize="10" enabled="false" />
• Location = Local Disk Location• maxSize = GB• Enabled = true
• Different from RBS/EBS!
Optimization
SharePoint CustomizationRibbon UISharePoint WorkspaceSharePoint MobileOffice Client and Office Web App IntegrationStandards Support
Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser
Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements
Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline
PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot
Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS Communities
Search
Sites
Composites
ContentInsights
Adjective Noun Verbs
Example Red Spreadsheets Copy to Folder
SharePoint 2007 -- Content Type “Copy”
SharePoint 2010 Managed Metadata (Content Types and/or Taxonomy)
Documents Copy, Link, Move, Update
Find and use!
Enterprise Content Management“SENTENCE STRUCTURE”
• Literally, “after data”• In practical usage, it means data about data• For SharePoint, it usually means data that
describes or classifies:– other data (lists) – documents (libraries)
What is metadata?
• Centralized enterprise repository for tag hierarchies and keywords
• Publish and subscribe model for distributed content types
2010 Managed Metadata Service
• Add from common button
• Select from list tor type-ahead
• Consume from views, navigation, and search!
Using MMS Taxonomy
• Informal list of ad-hoc tags or terms, usually built up over time through user defined keywords
• Centrally stored in the MMS application
• Easily enabled option for all document libraries
• Can also be applied to content outside SharePoint
Folksonomy
• Creating and managing terms and term sets
• Attaching to a library• Taxonomy navigation
Taxonomy Administration
• Term sets can be copied, relocated, and reused from existing terms
• Terms can be copied, reused, merged, deprecated, etc.
• Keywords (folksonomy) can be moved into a managed term set or deleted
Taxonomy Operations
DEMO • MMS Usage
• Approvals and Versioning• Content Aggregation• Drop-off Library & Content Organizer• Digital Media Management• Records Management & Records Center
– In Place vs. Records Center• Hold and Discovery• ILM and Retention Policies
Enterprise Content Management
• Classic product functions
• User options• Interactive
approval• Workflow
approval
Versioning and Approval
Different types of content items
Managed as a single entity
Aggregation - Document Sets
• Drop-off Library and Content Organizer
• Move content based on content type
• Move content based on metadata and properties
Rules-based Routing
Microsoft Confidential, Prototype OnlyStreaming video on web pages
Ribbon menu for media content
Digital-Asset Management
Pre-Beta screenshots, subject to change
Digital Media Content Management
• In place vs. Records Center
• Enablements– Site Collection Feature
“In Place Records Management”
– Records Center – Custom Site Collection
– Hold and eDiscovery Site Feature
– Custom Send To Actions (Cent. Admin)
• Move, Copy, Move and Leave Link
Records Management and Holds
• Default behavior is defined for Content Types (MMS)
• Redefine (override) at library/folder level
• Rich array of functions and custom workflow
Information Lifecycle Management
Initial Collaboration•Multiuser editing•Work in SharePoint Workspace•Work in OWA
Drop-off Library•Send from Document Center and leave behind a link•Look for PowerPoint Files•Require a Department
Routing •If Marketing Send to Home Page Library•If Not Send to Presentation Archive
Retention •Marketing Forever•Others Three Months
All together now
DEMO• SharePoint ECM
So many documents, so little time…
Actions100s
Documents1000s
Descriptions, Tags, Classifications
10 X 1000s
ECM Pyramid
Classification challenges• “Verbs” - Actions
– ECM– Search, navigation, findability
• “Nouns” – Documents• “Adjectives” - Classifications
– Manual data entry• The cost of the *
– Custom development• Text vs. context• Event receivers• Workflow models• FAST Pipeline
– Auto-classification
ECM Cheat SheetFunction Feature Scope Where to configure it
Content Organizer Site Site Settings | Content Organizer Rules
Hold and eDiscovery Site Site Settings | Hold and eDiscovery Section
In place Records Management
Site Collection Context Menu | Compliance Details
Send to Records Center Define in Central Admin Central Admin: General Settings | Send TO Connections
ILM Variable Content Type definition; or override at library/folder level in library settings – Information Management Policy Settings
Best Practices
• Users Receive “Cannot Connect to Configuration Database” Web Page– SharePoint farm account is locked out
• No one can upload anything but site is up– Database disk volume is full – check transaction logs,
backups– In virtualized environment, host file systems may be full
• I can’t find a document I think I should see; Someone can’t see a file I just uploaded– Security and permission variations– Document “movement” (a/k/a ECM) try search by name
or Document ID. Check ECM logs/audits– Confirm permissions, and make sure document is
checked in (Required properties may be missing)
Troubleshooting – Top Support Questions
• Repeated requests to re-enter Windows credentials– Add to Local intranet zone, add site, custom level,
automatic login with current user name and password (it’s the last thing in the item list)
– OR Trusted sites
• My workflow didn’t start– Recycle timer service– “FixSharePoint.exe” = IISReset & Timer Service Recycle
• I’m not seeing the right search results– Confirm that crawls are running and complete by checking
crawl logs; restart a full crawl if crawls finish OK
• I need a file back that I deleted– Recycle Bin Recovery– Use Backup & Restore
Troubleshooting – More Support Questions
• Bad web parts on page– ?Contents=1 on end of URL
• HyperV & DiskPart– From the run menu type "diskpart.exe" to enter the command line utility to resize disk partitions in Windows Server 2003.– The command list volume will show you all the available volumes. – Select your volume as shown below. select volume 1 corresponds to the "D" volume.– Extend the volume with the extend command; the partition will be immediately extended under the Disk Management snap
in.• User Profile Sync
– DirSync permissions in AD are essential (Replicating Directory Changes )• PSCONFIG for a stuck wizard
– psconfig.exe -cmd upgrade -inplace b2b -wait• 14HIVE\bin on PATH• How big is that site collection anyway?
– Site Settings | Site Collection Analytics | Scroll down to Inventory and choose Storage Usage• How do I make a bigger template?
– stsadm -o setproperty -propertyname max-template-document-size -propertyvalue size_in_bytes• Save site as template
– To save any site as a template, just go to Site Actions | Site Settings | Save Site as template. This saves the site as a standard .WSP package in the Site Collection Solutions Gallery (/_catalogs/solutions/Forms/AllItems.aspx)
• Auditing– In Central Admin | Security, configure Information Management Policy (/_admin/Policyfeatures.aspx). Make sure Auditing is
Available– At the Site Collection Audit Settings screen (in Site Collection Administration) select the events you want to audit– Site Setting | Site Collection Administration | Audit Log Reports
• Service Account Management in Central Admin– Security | Managed Service Accounts
• When all else fails – web.config!!!!
Miscellaneous Tips and Tricks
Where Governance Begins?
Portal
Dept Sites
Project/Team
Sites
Personal / My Sites
Hig
her
Vis
ibili
ty
Lighte
r govern
ance
Seven Deadly Sins for the SharePoint Professional
• No SQL maintenance plans• Default names for every database
(WSS_CONTENT_12345abc…)• No patching• One environment for everything• One acct for everything• Single server install with SQL Express• Runaway content database size
Seven Deadly Sins
Seven Virtues for the SharePoint Professional
• Security Applied via AD Groups and SharePoint Groups
• Review System Health• Test Restore and Recovery• Monthly Web Analytics Review – Usage,
Storage, Search• PowerShell instead of STSADM• Governance• Use ECM, MMS, Clients, Archiving and Training
to Keep Content in SharePoint, reduce accidental duplication and keep searching and browsing fresh
Seven SharePoint Virtues
o You’re the new SharePoint Administrator!!!
o And nowo You understand (maybe):
• Design and Architecture• Installation and Upgrade• Support, Maintenance
and Optimization
• PowerShell• Customizations• Troubleshooting• Best Practices
Congratulations!
• From Microsoft:– SharePoint 2010 site: http://sharepoint.microsoft.com– SharePoint Team Blog:
http://blogs.msdn.com/sharepoint/default.aspx
– From KMA– Webinars, white papers and blogs at www.kma-llc.net
Resources
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©2011 Quest Software, Inc. All rights reserved..
• Questions?• Evaluations• Next Steps
– SPS Denver Nov 2011– SPS South Florida Dec 2011– SPS Austin, SPTechCon San Francisco,
Project Conference 2012, TEC2012 San Diego
• Email [email protected] • Blog http://www.chrismcnulty.net/blog• Also http://blogs.kma-llc.net/microknowledge• Twitter: http://twitter.com/cmcnulty2000• LinkedIn:http://www.linkedin.com/in/cmcnulty
Thank you…