introduction to microsoft office share point 2007 – planning installation configuration and...

Introduction to Microsoft Office SharePoint 2007Planning, installation, configuration and

maintenance

Toni FrankolaMicrosoft Team LeadPerpetuum Mobile d.o.o.Toni.frankola@perpetuum.hr www.sharepointusecases.comwww.twitter.com/tonifrankola

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1.Contents

2.SharePoint?

3.Editions

4.SharePoint

Projects

5.Installation

6.Mistakes

7.Topology

8.Backup /

Restore / Tools

9.Demos

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SHAREPOINT?

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SharePoint Evolution

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Versions

Attributes

Views

Workflows

Security

SharePoint IntroductionSharePoint

CMSWeb

Documents CollaborationSearch

BIForms

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EDITIONS, UPDATES, TOOLS

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SharePoint Editions

SharePoint Server 2007 Enterprise

• Business Data Catalog

• BI and Excel Services

• InfoPath Web Forms

• Performance Point

• Server: $4424 + CAL: $94 + ECAL: $75

SharePoint Server 2007

• Enterprise Search

• Web Content Management

• Records Management

• Portal Management

• Personalization (My Site)

• Server: $4424 + CAL: $94

Windows SharePoint Services 3.0

• Team collaboration sites

• Document Management

• Contacts, Tasks, Calendars

• Blogs, Wikis

• Basic Project Management

• Basic Search

• Free

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Typical mistakes - Editions

Salesman: “You are a huge company, you need MOSS Enterprise!” !?

The right edition = features you needMany great features are built-in in WSS

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SharePoint 14

To be released in early 2010. (not confirmed)64-bit architecture

Plan your hardware/software today!Ribbon look-a-like interfaceImprovements to the database structureBI, FAST searchSilverlight, JQuery

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v2007 Release history

RTM in 12/2006.Service pack 1 released in 12/2007.Infrastructure update released in 7/2008.

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Updates

Not automated via Windows UpdateBest practices:

Fresh installs: Start with SP1 Current: Update to SP1 + Infrastructure update

Potential problems:Different SPs > Data transfer not possible (backups

etc.)

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Updates cont.

Plan carefully:

Soon to be released:Office 2007 familiy - Service Pack 2 (April 2009)

.NET 3.5 SP1

WSS SP1

MOSS SP1

Language Packs SP1

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SharePoint Designer 2007

A must have tool for every deploymentFREE as of April 1st, 2009.Connects via Web services

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SharePoint 2007 and Office 2003Application / Feature Office 2003 Office 2007WordAutomatically updating properties NO YESWrite a blog post NO YESOutlookSynchronize items NO*

(one way only) YES

Synchronize document libraries NO YESExcelPublishing Excel files as web pages NO YES

PowerpointWorking with Slide Library NO YES

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PREPARING FOR SHAREPOINT PROJECT

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Project approach typical mistakes

SharePoint as “One ring to rule them all”Similar: No end user buy-in

Strictly (IT) controlled SharePointSharePoint as Garbage collectorInappropriate infrastructureNo governance plan

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You must have a plan / need

Step by step aproachTypical problems you are facing:

Inability to track documentationPaper based HR processesHelp Desk request are not centralizedContracts in Legal departmentPaper based routing and approvalInability to find documentsCentralized phone directory

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Project team / project approach

Implementation side Consultant Account Manager Project Manager Developers QA Lead (QA engineers) Designer Trainer System engineer

Customer side Stakeholder Business user Project Manager Power user Trainer System engineer End user

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Planning Assemble Project Teams, Define Roles Establish Test Lab Environment Define Education/Training Strategy Review Client Software and Hardware Create Governance Plan with Mission, Vision, and Strategy Plan Server Configuration Plan Security Determine need for WSS, MOSS 2007 Standard or Enterprise Plan Portal Plan Workflows Plan Maintenance Plan Content and Navigation Structure E-Book: Planning and architecture for Office SharePoint Server 2007

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Governance

Almost always overlooked Governance plan = Operations manual for

SharePoint environmentBalance user access with IT restrictions and

enterprise compliance policiesNot an easy taskCosts more if not implemented correctly

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READY FOR INSTALATION?

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What do you need to know as good SharePoint admin?

WindowsNetworking / virtualizationADBasic services (like SMTP, DNS) IISSQL

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What do you need to know as good SharePoint admin? – Cont.

HTMLCSSSharePoint Power user skillsSome programming skills (would be cool)Office client tools

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SW / HW Reqs.

Software:Windows 2003 / 2008SQL 2005 / 2008AD RecommendedExchange is NOT requiredNice to have: Office Communicator Server 2007

Minimal configuration:Web server and application: Dual-processor, 2.5 GHz,

2+ GB RAMDatabase: Dual-processor 2.0 GHz, 2+ GB RAM

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Minimal Configuration

Plan storageUse sizing tools (HP)Beware of SMB servers

(too many services, too few servers)

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SharePoint Farms - Typicall

All in one

SharePoint Web + Services

SQL

Web Front Ends + Query

Index (App Tier)

SQL SQL

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INSTALATION MISTAKES

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Typical installation mistakes

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Typical installation mistakes – Cont.

Installing under personal admin accountCreate a new account

Server adminSQL admin (dbcreator, securityadmin)

Never, ever install SharePoint under Network service account (or similar)

You need service accounts (usually 2-10)Plan for administrative and service accounts (Offic

e SharePoint Server)

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Typical SQL mistakes

SQL logs growing out of controlSharePoint content databases growing out of

controlKeep them under 100GBAdd multiple nested site collections

Running on top of SQL Embedded editionUse human-readable names for databases

(avoid GUIDs)

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Typical mistakes – Cont.

Your system drive runs out of space:Log files configuration (drive, size)Index size

Use dedicated drives for log files, index…

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SHAREPOINT TOPOLOGY

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Web application, site collection, site!?!

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Sample site collection

Site collection topology Intranet site

CRM sites Record Archive

Database topologyMOSS_Content_Intranet

MOSS_Content_CRMMOSS_Content_Records

End user is not aware of site collection (and databases) topology http://intranet

http://intranet/sites/crm http://intranet/sites/records

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Application pools

Defaults OK only for small environmentsConsolidate app pools for similar content appsRecycle during nightWarm upLimit memory usage when necessary

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BACKUP, RESTORE, TOOLS AND RESOURCES

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Backup and restore candidates

Item Conf. Database and central

administration Web application Content databases 12 hive customizations Alt. Access mappings IIS for WFE Shared Services Provider

Recommended tools/approach Native tools

Native tools / SharePoint Native tools / SP or SQL File backup Documentation IIS backup / Documentation Native tools

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Item / list level backup

Not supported OOTB

Alternatives:Two stage recycle bin for content

End userSite collection administrator

3rd party tools

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Error / Usage / Search reporting

Not configured OOTBConfigure them uppon installPlan storage for logs

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STSADM and PowerShell

STSADM stsadm.exe -o

DeActivateFormTemplate -url http://demosite

PowerShell$siteurl = "http://site" $mysite=new-object

Microsoft.SharePoint.SPSite($siteurl)

$mysite.AllWebs | ft Url, ID, Name, AllUsers

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Hidden costs

Backup/Recovery toolsArchivingAnti-virusSystems ManagementUsage AnalysisSecurity ReportingWorkflows

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Workflows / Reporting

Nintex Workflow 2007 Nintex Reporting 2008

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SharePoint Exams

For IT Pros:70-631-Windows SharePoint Services 3.0 -

Configuring70-630-Office SharePoint Server 2007 -Configuring

For Developers:70-541-Microsoft Windows SharePoint Services

3.0 -Application Development70-542-Microsoft Office SharePoint Server 2007 -

Application Development

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Resources

Run IT on a Virtual Hard Disk SharePoint Reviews SharePoint Joel End User SharePoint SharePoint Use Cases SharePoint Pod Show Twitter / #SharePoint Codeplex SharePoint Resource Center

@Techet

Andrew Connell [MVP MOSS] Arpan Shah’s Blog SharePoint Nick / Lightning

Tools (BDC Meta Man) Get The Point Sharepoint Tips And Tricks Stefan Goßner Eric Shupps Ian’s SharePoint Blog Michael Gannotti

on SharePoint + To the SharePoint

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DEMOS

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INSTALLATION

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LIVE DEMOS

THANK YOU!

Toni Frankolatoni.frankola@perpetuum.hr www.sharepointusecases.comwww.twitter.com/tonifrankola