1. Tech·Ed  North America 2009
4/17/2017 6:52 AM
SharePoint Best Practices Guidelines and Recommendations for a Successful Deployment
Hank Farlow
Senior Consultant
SharePoint Technical Lead
Advanced Logic Industries (ALI)
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2. Who is Hank Farlow? SharePoint lead at ALI
25 years experience in the computer/software industry
15 years (total) at Microsoft
8+ years working with SharePoint, SQL Server and Windows enterprise platform

3. Agenda… SharePoint Best Practices: Architecture Fundamentals
Core Logical Architecture
Physical Architecture
Designing Information Architecture
Avoid Common Mistakes
Review materials (BP Book, Governance /Deployment Checklist, Tools)

4. WSS 3.0 and SharePoint Server 2007 (MOSS)
4/17/2017 6:52 AM
WSS 3.0 and SharePoint Server 2007 (MOSS)
SharePoint Server 2007 Enterprise
SharePoint Server 2007 Standard
Windows SharePoint Services 3.0
Web Forms, Excel Services, BDC
MOSS
For Internet Sites
& Enterprise Intranet
Doc Management, Web Content Management,
Search, & Portals
Intranet/Extranet
Standard
Platform & Collaboration
(blogs & wikis)
Workgroup/Team Sites
MICROSOFT CONFIDENTIAL
© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5. Fundamental Principle #1
IIS Web Sites = IIS Virtual Servers = Web Applications
IIS
WSS 2.0 / SPS 2003
WSS 3.0 /
SharePoint Server
Web Sites
Virtual Servers
Web Applications
Physical Server
Web Application(s)
Top Level Site(s)
Site Collections
Site(s)
Site Collection

6. Fundamental Principle #2
Consistency in Hierarchy
WSS 3.0
Web Applications
Site Collections
Sites
Templates & Features
MOSS 2007

7. Fundamental Principle #2
Servers Have Services and Roles
Servers have Roles
Web Front End (WFE)
Query
Calculation (Excel)
Index
(Non SharePoint) Database Server
Simplified Really Just 3 Roles
WFE/Query – 99%
Index (App Tier)
SQL
Note: Never put Query and Index on same server if there is another Query server!

8. Deployment (Key Concepts)
4/17/2017 6:52 AM
Deployment (Key Concepts)
32 bit or 64bit binaries (Today)
SharePoint 2010 requires bit & 64bit SQL 2005 or 2008
Install
Basic NOT RECOMMENDED except for POC
Advanced – Allows you to connect to SQL
WFE only vs. Full install
Language Packs (Downloads on the Web)
WSS
MOSS
Ifilter packs (Office provided, installable such as PDF)
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
© 2005 Microsoft Corporation. All rights reserved.

9. Most Common Farms WFE/Query WFE/Query All SP Roles Index “All in One”
SQL
SQL
SQL
POC
Ideal
Good Start

10. Picking Your Topology Performance Availability Single Server
4/17/2017 6:52 AM
Picking Your Topology
User requests
Load balances web
front end servers
Application
servers
2 Clustered SQL server
Index
Query
Calc +
10 Server Farm (Large)
Performance
User requests
Web front ends
+ application(s)
Application(s)
Clustered SQL server
5 Server Farm (Medium)
3 Server Farm (Small)
User requests
Each load-balanced server
includes:
Web front end
Applications
Dedicated SQL server
Single Server
Web front end
Application
Database
One Server which contains:
User Requests
Availability
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
© 2005 Microsoft Corporation. All rights reserved.

11. Key Factors in Topology
Usage
# Users
Solution (The answer before the question)
Authentication Type (Anonymous vs. AD)
Logging/auditing/monitoring
Business & Tech Requirements
Client & Server Performance Requirements
SLAs (Uptime/High Availability Req.)
WAN Considerations (Multi farm)
Data
GBs/TBs of data
Total # Files and Items
Consider using the capacity planning tool

12. Fundamental Principle #3
You MUST learn the difference between site and site collection despite the confusion.
Site = Web = Spweb aka subweb
STSADM = Web
UI=site
Site Collection = SpSite
STSADM = Site
Central Admin = Site
UI= Site Collection

13. List and Site Collection
Defaults have Faults
Server
Basic Install (BAD!)
All On C Drive
No Backup
Restore Complexity
List and Site Collection
All One site collection
Not Configured: Quota, Expiration, Auditing, Versions, Workflows, Meta Data capture
All items view default (flat)
Database
One database (content)
Db config (log and db location)
No maintenance plan

14. When Planning, understand the hierarchical structure
* Farm
Internet, Extranet, Intranet
Servers
Web Front End, APP, SQL
* Web Applications
Central Admin, SSP Admin, Content
Databases
Content, Config, SSP, Search
* Site Collections
Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Meeting
* Sites
Wikis, Blogs, Team, Doc, Meeting Workspaces
Lists
Doc Lib, Pages, Events, Discussions, Surveys, etc…
Items
Files, calendar items, contacts, customers, images, custom

15. Deployment
Pyramid

16. SharePoint Server Logical Model
4/17/2017 6:52 AM
SharePoint Server Logical Model
Division Portals
Groups & Teams
Projects & Workspaces
My Sites
Permanent Central Portal
Web Application
Permanent
Structured
SharePoint Server Sites
Central
Portal
Permanent Division Portals
Web Applications
or Site Collections
Ad Hoc
WSS Site
Templates
Semi Structured
Consolidation on 1 to 3
Web Applications
SharePoint
Server
Sites
1 Web App per
Region
© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. Planning for *REAL* Capacity Boundaries
Unit
TechNet Max
Hank’s Guideline
Hank’s MAX
Web Apps per Farm 8
5 Content Webapps with 8GB RAM
16 app pools
100 web apps w/ 32GB RAM, 64 bit
Databases per WebApp -
100 per SQL server
300 with 32GB RAM, 64 bit
Site Collection per Web App
50,000
100,0000
Size per content database
100GB
1 TB with serious list and site optimization (advanced only)
Size per Site Collection
15GB in multi-tenant DB
100GB in dedicated DB
25GB in multi
1TB in dedicated Db
Sites in Site
2000
100
500
Items per List
2000 items per view
Use Custom Views and search UI for large lists
It’s pain tolerance

18. Understanding the SharePoint Databases
Farm
Config
Servers
Web Apps
Solutions
Global Config
Web App
Content 1..2
Site Collections
Sites
Lists
Pages
Documents
DWPs
SSP
Search
Properties
My site host config
Profiles
BDC config
Excel Calc

19. Top Performance Killers
Indexing/Crawling
Backup (SQL & Tape)
Profile Import
Misc Timer Jobs – User Sync for large #s of Users
STSADM Backup/Restore
Large List Operations
Heavy User Operation List Import/Write

20. Operations and IT Failures
Server
Poor configuration (Not planned - defaults)
Insufficient RAM and Disk allocation
Information Architecture
Poor choice of Site vs. Site Collection Structure
Flat Lists
One Content Database
Network
Poor Network between WFEs and SQL
No plan for WAN (User complaints without answers)
Backup/Restore
Operational
No Backup
Emergency: No Restore plan or steps
Disaster Recovery – More like Disaster

21. Project Management Failures Have A Governance Plan!
No Service Definition
Shoot from the Hip (No Change/Risk Mgmt)
No Stakeholder Involvement
Scope Creep
Lack of Skills
& Training
(PM & Resources)
No plan or Over planned

22. Business Deployment Failures
Communication
Duplication of effort
No comm. No buy in (forced deployment)
Culture & Adoption
Lack of End User Training/Community
Lack of Help and Insight into Business processes
Budget/Sponsor
No Budget - No project or Budget cuts
No Sponsorship – Under the Radar
Poor Planning
Poorly designed taxonomy & Information Architecture
No deployment due to complex dependencies

23. WSS Governance Model Adhoc Structured Doc Workspace http://docs 500MB
Self Service
6 months auto delete
Excluded from search
Blogs & Wikis
100MB
1 year if not used
No confidential IP
Groups & Teams
5GB-15GB
Help Desk provisioned
Listed in Site List
Archived on Demand
Confidential OK
Adhoc
Structured

24. SharePoint Server Intranet Governance Model
4/17/2017 6:52 AM
SharePoint Server Intranet Governance Model
Corporate
Business Taxonomy
With Divisional
Stakeholders
Division Portals
Groups & Teams
Projects & Workspaces
My Sites
Permanent Central Portal
Enterprise Search
Enterprise Browse
Central
Portal
Permanent Division Portals
Business Process Management
Division News
Group Reporting & Scorecards
Ad Hoc Self
Service
w/ Life Cycle
Management
Semi Structured
Group, Team, Project
Sites and Workspaces
Per
User
Blogs, bios,
Social networking
© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25. SharePoint Server Intranet Governance Model
4/17/2017 6:52 AM
SharePoint Server Intranet Governance Model
Corporate
Business Taxonomy
With Divisional
Stakeholders
Permanent Central Portal
Enterprise Search
Enterprise Browse
MSW
Permanent Division Portals
Business Process Management
Division News
Group Reporting & Scorecards
Ad Hoc Self
Service
w/ Life Cycle
Management
Semi Structured
Group, Team, Project
Sites and Workspaces
Per
User
Blogs, bios,
Social networking
© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

26. Path to Success Information Architecture Search & Browse
User Experience
Training
Validation
Branding & Consistency
Master Pages
Layouts
Designers
Site Provisioning
Security
Ownership
Quotas
Search & Browse
Easy to find
Enterprise Wide Strategies
Content Types

27. How Do I Get the Business Involved?

28. Governance Checklist

29. Tech·Ed  North America 2009
4/17/2017 6:52 AM
SharePoint Best Practices Guidelines and Recommendations for a Successful Deployment
Wrap Up
Sample Tools
Governance Plan Review
Deployment Checklist Review
Q&A
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.