notes on deploying a highly available environment chris testa -o’neill senior consultant

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www.coeo.com Notes on Deploying a Highly Available Environment Chris Testa-O’Neill Senior Consultant

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Notes on Deploying a Highly Available Environment Chris Testa -O’Neill Senior Consultant. Who am I. Agenda. BI Infrastructure: The End Game Architecture Preparation Preparing the SharePoint Farm Creating the SharePoint Farm Creating SharePoint Core Services - PowerPoint PPT Presentation

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Page 1: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Notes on Deploying a Highly Available Environment

Chris Testa-O’NeillSenior Consultant

Page 2: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Who am I

Page 3: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

AgendaBI Infrastructure: The End Game

Architecture Preparation

Preparing the SharePoint Farm

Creating the SharePoint Farm

Creating SharePoint Core Services

Configuring PowerPivot for SharePoint

Page 4: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

BI Infrastructure: The End Game

Page 5: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

BI Infrastructure: The End Game

After you install these features, you will be able to do the following.

Access the PowerPivot workbooks that you created in SharePoint sites.

Build interactive Power View reports based on PowerPivot workbooks in SharePoint.

Create Report Builder reports when you launch Report Builder in SharePoint

Page 6: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Architecture Preparation

Ingredients

Installation Accounts

Network Infrastructure Preparation

Kerberos

Network Load Balancing

Page 7: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Ingredients

Windows 2008 R2 Servers SP 1 with .Net 3.5 features enabled (others supported)

SharePoint Software SharePoint 2010 Enterprise Edition SharePoint 2010 Service Pack 1 SharePoint 2010 August 2011 CU SharePoint 2010 prerequisite files

SQL Server 2012 Database Engine Reporting Services and Reporting Services Add-in PowerPivot for SharePoint

Page 8: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Architecture preparationInstallation Accounts

Account Description Groups SQL RolesSQL Server service account Local administrators group on

the database backend instance 

SharePoint Setup user account Add to the local administrators group on both Application servers and web front end   

Create a SQL Server login on the database backend instance

Member of the following SQL Server security roles:o securityadmin o dbcreator

If running Windows PowerShell cmdlets, then also the db_owner fixed database role

 

Server farm account Domain User Account only  

SharePoint Application service accounts

Domain User Accounts only.List depends on the services used

 

Page 9: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Architecture preparation (cont)

Network Infrastructure Preparation

Port discovery of SQL Server data source• Use Configuration Manager

Active Directory Accounts• Create dedicated Service Accounts.

DNS• Register A resource record for Portal site

Page 10: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Architecture preparation (cont)

Kerberos Service Principal Names (SPN)

• Exposes objects in Active Directory as a Security Object

Constrained delegation• Enables delegated security permissions on AD Security

Objects• Windows 2008 domains provides a GUI.• ADSI Editor required for Windows 2003 domains

MSAllowedToDelegateTo

Page 11: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Architecture preparation (cont)

Network Load Balancing Register and A Resource record in DNS (CNAME records

causes Kerberos errors)

Configure the NLB to point to the to each of the web front ends

Configure sticky pages on the NLB (1 hour)

Page 12: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

Demo

Preparing the BI Infrastructure

Page 13: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

SharePoint Preparation

Creating the database backend

Preparing the SharePoint Farm

Page 14: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Creating the database backend

Install SQL Server 2012 in a Failover Cluster Database Engine Services Client Tools Connectivity Management Tools – Complete

Enable TCP/IP for remote connections and restart the service

Enable inbound access for SharePoint to the database server through Windows Firewall.

Page 15: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Preparing the SHAREPOINT FARM

SharePoint Product Preparation Tool Internet connectivity Unattended Installation Manual installation

Should be execute on all SharePoint Servers that will be in the farm

Restart the servers

Page 16: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

Demo

Preparing the SharePoint Farm

Page 17: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Creating the SharePoint Farm

SharePoint Installation

SharePoint Configuration

Enabling SharePoint Logging

Page 18: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Creating the SharePoint Farm

Installing SharePoint Install Office SharePoint Server on all Application

Servers and Web Front End Servers

Do Not run the SharePoint Products and Technologies Configuration Wizard.

Install SharePoint SP 1

Good time to install Office Web Apps on all Servers

Page 19: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Creating the SharePoint Farm

Configuring SharePoint Select a server that will host Central Administration

Run the SharePoint Products and Technologies Configuration Wizard.

Use the Server Farm account to create and access the SharePoint database

PassPhrase created during the farm creation. Do not lose this passphrase

Page 20: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Enabling Logging on the SharePoint Farm

Enabling logging on the SharePoint Farm Helps resolve issues during the installation of SharePoint

applications.

Use SharePoint setup account to configure

If you change the trace log path to a non-system drive, this location must exist on all the servers in the farm.

usage and health data collection logs selected information into SharePoint Logging

Logging uses system resources and can affect performance and disk usage

Page 21: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

Demo

Creating and Configuring the SharePoint Farm

Page 22: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Creating SharePoint core services

Search Service

Claims to Windows Token service

Excel Services

Create a site and site collection

Secure Store

Page 23: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Creating SharePoint core services

Search Service

• Provides search capabilities for content stored in SharePoint

• Best practice to install search components on the web front end and application servers

• Create a Search Service Application

• Move components to the web front end

Page 24: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Creating SharePoint core servicesClaims to Windows Token Service

Place C2WTS in local admins with the additional following rights:

Act as part of the operating system

Impersonate a Client after Authentication

Log on as a service

Start the C2WTS on the server that Excel Services is running (usually the APP server) and set the C2WTS to the C2WTS service account

In Services, Ensure that Cryptographic Services is listed in the dependencies tab for Claims to Windows Token Service.

If there are still issues with the C2WTS then run the following cmd prompt sc config "c2wts" depend=CryptSvc

Page 25: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Creating SharePoint core services

Excel Services

• Makes it simple to share Excel workbooks interactively in SharePoint

• Relies on the C2WTS to be started if querying remote sources

• Add the excel service account as dbo to the WSS_Content database

• Register a managed Excel Service Account

• Start the Excel Service Application

• Create the Excel Service Application

• Note Secure Store will need restarting

Page 26: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Creating SharePoint core services

Create a site and site collection

• Define the Site name and template (BI Center)

• Configure Alternate Access Mapping

• Create a site collection by using Central Administration –Must use Windows-classic mode authentication for PowerPivot (SharePoint Pros may question this)

• Add content sources and configure a search service crawl schedule

Page 27: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Creating SharePoint core services

Secure Store

• Provides an alternate method of authenrication

• Used to store credential securely.

• Equivalent to SSRS stored credential

• Better off to set it up for authentication flexibility

Page 28: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

Demo

Configuring the Core Services

Page 29: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Configuring PowerPivot

ADD the excel and PowerPivot account to all local admins on the farm and add the following rights

Act as part of the operating system

Act as client after authentication

Log on as service

Install ADO.NET Data Services 3.5 SP1

Run SQL Server Setup to install PowerPivot for SharePoint on Application Server

Just setup one app server first

Page 30: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Configuring PowerPivot

Configure or repair PowerPivot for SharePoint automates much of the setup

Be sure to use a dedicated account

Have the SharePoint Farm passphrase available

Activate PowerPivot Feature Integration for Site Collections in Central Administration

Repeat on the second server

Page 31: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

Configuring SSRS

Install Reporting Services on the application servers.

Add Reporting Services Addin on the Web Front End

Activate Reporting Services SharePoint Service Integration

Create a Reporting Services Service Application

Page 32: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

Demo

Configuring PowerPivot and SSRS

Page 33: Notes on Deploying a Highly Available Environment Chris  Testa -O’Neill Senior Consultant

www.coeo.com

SUMMARY

BI Infrastructure: The End GameArchitecture PreparationPreparing the SharePoint Farm

Creating the SharePoint FarmCreating SharePoint Core ServicesConfiguring PowerPivot for SharePoint

BE PATIENT – Running setup in

parallel causes problems