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) hfarlow@ali-inc.com © 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.

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

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)

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.

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

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

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!

Deployment (Key Concepts) 4/17/2017 6:52 AM Deployment (Key Concepts) 32 bit or 64bit binaries (Today) SharePoint 2010 requires 2008 64bit & 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.

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

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.

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

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

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

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

Deployment Pyramid

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.

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

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

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

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

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

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

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

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.

SharePoint Server Intranet Governance Model   4/17/2017 6:52 AM SharePoint Server Intranet Governance Model Corporate Business Taxonomy With Divisional Stakeholders http://office http://sharepoint http://my 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.

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

How Do I Get the Business Involved?

Governance Checklist

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.