sp tech con-admin101

SPTechCon San FranciscoFebruary 2011Chris McNulty

SharePoint 2010 - Administration 101

About Me• Working with SharePoint technologies since 2000/2001• Managing Practice Lead, KMA• 20 years consulting and financial services technology

(Santander, John Hancock, GMO, State Street)• MBA in Investment Management from Boston College• Write and speak often on Microsoft IW technologies • Microsoft MCSE/MCTS/MSA/MVTSP

About KMA• Full-service IT consulting firm established in 1995• 29 employees: Partner, PM, Analyst, Developer, QA • Microsoft technology focus:

• Microsoft Gold Certified Partner / Working with SharePoint technologies since 2001

• Specialties in • Collaboration: Portals, Communities, Content

Management• Insight: Enterprise Search and Business Intelligence• Productivity: Forms and Office Client

Customization, Mekko Graphics (ISV)

(3)Copyright 2011 © KMA, LLC. All rights reserved. Twitter hashtag: #sptechcon

Objectives• Goals

– For experienced IT administrators who are new to SharePoint – Take on a SharePoint installation– Control rogue implementations– installation and creation of server farms– Architecture, configuration and management

• Out Of Scope– Deep Dives (e.g. PowerShell, BI, Upgrade, SQL DBA)– Development– Advanced Customization– Power User (e.g. Library Customization, Designer Workflows, etc.)

• Rules– Move fast, PowerPoint is shared– Questions – time permitting during session– Any time after session – email etc.

• Advanced Administration– Kerberos, SSRS Integration, Database GUIDs, Forms Based Auth, User Profiles, Search– Todd Klindt & Shane Young (K-5)


Agenda• The dilemma• Architecture, Design & Planning

– Physical Elements– Scaling– Logical Architecture– Authentication and Security– Platform– Design Workshop

• Installation and Upgrade– Post Installation Best Practices– Service/Feature Placement

• Support– Monitoring and Optimization– Backup– PowerShell– Development Functions– Optimization– Patching– SQL Maintenance

• Customization• Best Practices

– Seven Sins / Seven Virtues– Troubleshooting / Most Likely Support Calls– Development and Deployment

• Conclusion


Congratulations!

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.


The Dilemma

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

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


Introduction to Architecture:

• Server Building Blocks• WFE / App / SQL

• Sizing– Small Medium Large– Sizing Factors– Capacity and Security– Key Elements

• WFE Count, User Count, Data Volume Growth• Redundancy • Virtualization

(10)Copyright 2011 © Knowledge Management Associates, LLC. Twitter hashtag: #sptechcon

SharePoint Server Farm – Web Front End

• Typical Roles:• http services• Search query

• Scaling• Add servers to load balanced cluster

• Performance Optimization• RAM• Easily virtualized

10


SharePoint Server Farm - Application Server

• 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

11


SharePoint Server Farm - Database

• Typical Roles:• Data storage• SQL Reporting

• Scaling• Add storage capacity

• Performance Optimization• Disk I/O

12


Sizing - Single Server

• 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 - Medium Farm

• 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 - Large Farm

• Typical Roles:• Large

distributed enterprise users (10000+)

• Large pools of documents (>1MM)

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Logical structure• High capacity!• Maximums

• 250,000 sites per site collection

• 5,000 site collections per content DB

• 200GB max content DB (single site collection)

• 300 Content DBs per web application

• 30MM documents/library

• 2GB document size

Components


Disk SizingContent 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)

• 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


Memory Sizing

• 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


Server Counts - Redundancy

• WFE– Load balanced clusters– Internal – external isolation– 500-1000 simultaneous users

• Application– Indexes Redundant– Distribute Queries

• Database– Cluster– Mirroring– Log Shipping– EBS or RBS


Psst…about SQL…

• Sidebar on SQL Disk optimization– RAID 1: Mirroring (Wastes disk)– RAID 5: Parity Bit (write performance hit)– RAID 10 Stripes across mirrors (costly)

• Physical location of data, log, temp and/or backup files. If virtualization or SAN technology doesn’t isolate the disks, not much performance gain,

• Performance optimization/fault tolerance by:– RAID1 on boot disks– RAID5 on data disks– RAID10 on log disks– No RAID, or RAID 5 on backup disks

• RBS reduces size (and count) of content databases but doesn’t reduce size of total storage

(21)Copyright 2011 © KMA, LLC. Twitter hashtag: #sptechcon

Authentication Architecture

• 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

21

Regular label-callout text

Multi-AuthenticationMixed Authentication

SharePointFarm

Web Application

Extended Web Application




Zone: Custom

Zone: Extranet

Zone: Intranet

Zone: Internet

Zone: DefaultWindows Authentication

FBAAuthentication

...

...

...

SharePointFarm

Web Application





Zone: Custom

Zone: Extranet

Zone: Intranet

Zone: Internet

Zone: DefaultWindows AuthenticationFBA Authentication

SAML Based AuthenticationFBA Authentication

Windows Authentication

...

...


Authentication ScenariosMixed Mode

Remote Employees

ExtranetZone

IntranetZone

EmployeesFBA

claimsWindows

claims

https://extranet.domain.com http://intranet


Common Integration Touchpoints

Internal• Active Directory• Exchange / File Shares• Index and integrate external data

using Business Connectivity Services

23



External• LDAP• Mail Relay• Indexed search content


Other Systems• FAST (Search)• Project Server / TFS (Team

Foundation Server)• BizTalk• LoB/Dynamics Applications

(e.g. CRM)• Oracle (BCS)• Notes (Search)• Wikis and other indexed

web sites



SharePoint Family Platforms

SharePoint Foundation 2010

Search Server 2010 & Express

Microsoft SharePoint Server 2010 (MSS)• Standard & Enterprise

Project Server 2010 / Team Foundation Server

FAST

SharePoint 2007


Platform Basics

• 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 CU2

Or• SQL Server 2008 R2

(28)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.

Twitterhashtag: #kmasp2010 Twitter hashtag:

Shared Service Applications

• The 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. [No need to deploy Visio Services if you don’t use it.]

• Crawl/index no longer a single server role

• In 2010, administration can be delegated

– Key targets: Enterprise search, metadata, user profiles

http://globalweb http://itportal

Visio

Search

Excel Calc

Metadata

User Profiles


Client/Browser Technology

• Internet Explorer 7/8, Firefox and Safari are all supported. • IE6 is not supported, so don’t defer that upgrade!• 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


Office Web Applications

• 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


Design Workshop

• Three test cases– Small manufacturing

team– Medium software

development and services

– Large consumer product corporation

• 1st - individual work• 2nd is a group exercise• 3rd is a collective review


Design Workshop I

• Company has a core team of 75 project staff based in US headquarters with about 75 other staff dispersed globally

• About 70 project sites; 1-2GB per site• Avoid “Extra” Licensing• Needs cross site search• No Data Center (outsourced to “cloud” hoster);

minimize Server Count


Design Workshop I

• Single Server– SSX2010 / SQL2008 R2– 100/300GB Disk– 12GB RAM– Single Content Database– Windows Authentication against custom AD (no internal

integration)


Design Workshop II

• 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 document directly to SharePoint libraries– Enabling self-service user password management


Design Workshop II - 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 II - LogicalApp Pool External

Claims Web Application

Windows/FBA

Site Collection Extranet

Database

Site Collection

PSG/GoLive

Database

App Pool Internal

Claims App: Windows Only

Site Collection Intranet

Database

Site Collection MediaWiki

Database

Archives

SC/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


Design Workshop II - Questions

• Third Party Tools• Database Structure or EBS/RBS• URL design and shareability• 10TB Indexing


Design Workshop – III• Global Fortune 1000 consumer products company operates in 80 markets worldwide, 2-5MM Users• Release innovative new herbal, personal care and household cleaning products every quarter. • With the release of a new product, the marketing department at head office develops new marketing collateral.

Each local distributor then turns around and localizes the content for their market. So, for example, for the release of a product in Japan, photos in a Japanese bathroom would need to be shot, local copy written, etc. This process is slow, taking 3-4 months after product launch, and expensive. Furthermore, because of the disconnected process, the fidelity of messaging is impacted. The CMO in the Japanese distributor is frustrated because of the degree to which “brand dissonance” is introduced by this disconnected process. An initial assessment suggests that this company could reduce their marketing spend by $18M per year by streamlining this process.

• Despite the fact that Contoso has a website that is largely “hand-coded,” the new CMO discovered that investing in search engine optimization had far superior returns than trade shows. She would now like to consider how additional investments in their web presence would further increase the number and value of leads generated.

• The CMO would like to understand the profile of site users. She would like to understand the difference in web traffic in different markets. She would like to understand how long the average users stays on the site. She would like to understand during their quarterly promotions which additional products consumers are ordering.

• The CMO realizes that some of their best marketing comes from satisfied customers. Her sales people tell her that their customers are very satisfied with their products and that they often asked clarifying questions that take time to respond to and that other customers could benefit from the responses. Customers often have some very valuable feedback on products in terms of how they are using them, which products they recommend.

• The product development team reports that they have the capability of offering consumers a far wider array of products by allowing them to customize the scent and additives to some of the personal care products. The marketing department believes it could dramatically improve sales by being able to suggest additional products to customers based on what they are searching on and looking at on the website.


Design Workshop III - Reference Architecture


Office 365

• Formerly “BPOS”• 2011 Release• Reduced Functionality in Shared Environments• Pricing and capacity vary from self-hosted material• Following material is subject to change:

| Copyright© 2010 Microsoft Corporation

Sites Communities

Content Search CompositesInsights

Summary of FeaturesSharePoint Online - Standard

41

W14-Beta

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


Installation - Prerequisites

• 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• 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 – Farm Configuration 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 Todd and Shane!)

• 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


Post Installation Best Practices

• Add PDF image support– Add pdf16.gif to 14Hive\TEMPLATE\IMAGES [spare copy from http://www.adobe.com/misc/linking.html ]– Add references to the images in 14Hive\TEMPLATE\XML\DOCICON.XML

• <Mapping Key="pdf" Value="pdf16.gif"/>

– IISRESET

• Add PDF to file type in Search SSA• Add Adobe 64 bit PDF iFilter: http://www.adobe.com/support/downloads/detail.jsp?ftpID=4025 • Large File Upload Support: [Defined Later]• Activity Feed Timer Job • 14Hive = C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14

– 14Hive\Bin on Environment Path

• Disable the loopback check– In Registry Editor, locate and then click the following registry key:

• HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Lsa

– Right-click Lsa, point to New, and then click DWORD Value. – Type DisableLoopbackCheck, and then press ENTER. – Set Value = 1, and then click OK. – Quit Registry Editor, and then restart your computer.

• Make search service topology (crawl, index, query) redundant

http://www.adobe.com/support/downloads/detail.jsp?ftpID=4025

http://www.adobe.com/support/downloads/detail.jsp?ftpID=4025


Typical Service PlacementServer Service App Servers Web ServersAccess 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

• Guidelines, not rules• Minimize service on

WFEs• Similar Decisions about

Feature Activations for Farm, Site Collections, Sites– (Following Slides For

Examples)


IT Governance - Farm Features

On• "Connect to Office" Ribbon Controls • Access Services Farm Feature • Data Connection Library • Excel Services Application Edit Farm Feature • Excel Services Application View Farm Feature • Excel Services Application Web Part Farm Feature • FAST Search Server 2010 for SharePoint Master

Job Provisioning • Global Web Parts • Office.com Entry Points from SharePoint • Offline Synchronization for External Lists • PowerPivot Integration Feature • Social Tags and Note Board Ribbon Controls • Spell Checking • Visio Process Repository • Visio Web Access

Off


IT Governance – Web Application Features

On• Document Sets metadata

synchronization • SharePoint Server Enterprise

Search • SharePoint Server Enterprise

Web application features • SharePoint Server Site Search • SharePoint Server Standard

Web application features

Off


Site Collection Features

On• Content Organizer • Metadata Navigation and

Filtering • Offline Synchronization for

External Lists • SharePoint Server Enterprise Site

features • SharePoint Server Standard Site

features • Team Collaboration Lists • Wiki Page Home Page

Off• E-mail Integration with

Content Organizer • Group Work Lists • Hold and eDiscovery • PerformancePoint Services

Site Features • Report Server File Sync • SharePoint Server

Publishing


Site Features

On• Advanced Web Analytics • Disposition Approval Workflow • Document ID Service • Document Sets • In Place Records Management • Library and Folder Based Retention • Office Web Apps • PerformancePoint Services Site Collection Features • PowerPivot Feature Integration for Site Collections • Reporting • SharePoint 2007 Workflows • SharePoint Server Enterprise Site Collection features • SharePoint Server Publishing Infrastructure • SharePoint Server Standard Site Collection features • Three-state workflow • Workflows

Off• Content Type Syndication Hub • Custom Site Collection Help • Open Documents in Client

Applications by Default • Report Server Integration

Feature • Publishing Approval Workflow • Search Server Web Parts


Predictable UpgradeDo-no-harm

• Three paths– In place

– Database upgrade

– Third party tools

• Process– Pre-upgrade checker

– Visual Upgrade

– Resumable upgrade

– Progress reports

– Parallel DB upgrades


Upgrade Preparation

• 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 Techniques

• 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 like Quest, Metalogix, Echo or AvePoint may help.


Pre-Upgrade Check• 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 and the Windows Server 2008 operating system 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

(such as a missing Web.config file, invalid host names, or invalid service accounts).

– Whether the databases meet the requirements for upgrade — for example, databases are set to read/write, and any databases stored in Windows Internal Database and larger than 4 GB.


Streamline training and IT resources with visual upgrade

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


Batched Visual Upgrade

• PowerShell allows a range of sites in a web application to be Visually Upgraded at once:$webapp = Get-SPWebApplication http://sitenameforeach ($s in $webapp.sites){$s.VisualUpgradeWebs() }


MonitoringMonitoring and Operations


Proactive Resolution Get ahead of issues

• Developer Dashboard– Empower developers and users

• Integrated Health Analyzer– Runs when necessary– Alerts anomalies – Fixes when it can

• Web Analytics– User usage– Resource usage


Logging, Monitoring, and AlertsKnow what is going on

• Unified Logging• Out-of-the-box reports• Richer Web Analytics• Open Schema• SCOM Integration• PLUS

– Developer Dashboard– Health Analyzer

ULS Logs

Windows Events

Page requests

Feature Logging

Health data

Logging DB

http://images.google.com/imgres?imgurl=http://api.ning.com/files/MSkY5K50pB2mD02AgzOnIUnjFf7Du4hPd30u0JfqdoziCaWWJlO9PKOgVxtZtCdLuGNvfOOTqZzFrLh-mvFYsOKg91gxn0m7/Excel.jpg&imgrefurl=http://datashaping.ning.com/profile/VincentGranville&usg=__sTBSrEUG-RCSVa5bBuRBphZGCTU=&h=321&w=388&sz=13&hl=en&start=2&sig2=AvI5TaaWsHWb7tIz6Kqteg&um=1&tbnid=KNBphhuWmyfA5M:&tbnh=102&tbnw=123&prev=/images?q=excel&hl=en&sa=N&um=1&ei=JBEWSvbOJoTUswOOnNDhCA


Monitoring – General

• 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 – WSS_Logging

• 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'


Backup/Recovery

• 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)

http://msshome2010/


STSADM Backup

@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


PowerShell 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

• 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

• Tips – Ask Todd K or Brian J


Some Useful PowerShell Snippets

• Visual Update a range of sites:

• Site Backup• Add MMS Term

$webapp = Get-SPWebApplication http://sitenameforeach ($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)


Some Useful PowerShell Snippets II

• Create and configure a library#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)


Packaging Explorer

Developer investments Use existing knowledge and resources with VS 2010 integration

Workflow Designer

Web PartDesigner

Import solutions from SharePoint Designer, including Workflow

Extensibility for SharePoint artifacts Support for SharePoint

Sandboxed Solutions



Visual Studio 2010 SharePoint SupportTemplates and designers

• Project and Item Templates– Templates for many SharePoint elements– Support for sandboxed solutions

• Visual Designers– Design web parts– Build Business Data Connectivity (BDC) models– Create Workflows

• Workflow Enhancements– Site level workflows– Templates for association & initiation forms

• Deploy/debug directly from IDE


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


Developer Dashboard Improve customized solutions with the Developer Dashboard


SQL Queries Performance

Memory Usage

Data-Request Trace


Governable self-service deployment with SandBoxed Solutions

What can be deployed?• Web Parts• Event Receivers• Feature Activation Receivers• Workflow Actions

• InfoPath Forms

• Site and List Templates

Restricted to Limited resources• Code CPU Time• SQL Execution Time• Number Exceptions

Custom Code is Isolated• Separate Process/Server• Scale Out

Web-part deployment

Resource-quota management

Pre-Beta screenshots, subject to change


Development Support - Sandbox

• Why? Allow untrusted code to run without impacting the enterprise farm– Systems Settings | User Solutions– Block Solutions

• Requirement - Microsoft SharePoint Foundation User Code Service

• Deploy– Upload WSP to Solution Gallery– Activate/Deploy– Monitor Usage


Development Support – Resizing the Sandbox

• CA | Application Management– Manage Quotas and Locks

• (Also where you can set a site collection read-only)

• Daily quota is 300 points – includes AbnormalProcessTerminationCount,

CPUExecutionTime, CriticalExceptionCount, InvocationCount, PercentProcessorTime, ProcessCPUCycles, ProcessHandleCount, ProcessIOBytes, ProcessThreadCount, ProcessVirtualBytes, SharePointDatabaseQueryCount, SharePointDatabaseQueryTime, UnhandledExceptionCount, UnresponsiveprocessCount

• Reconfigure values via PowerShell (unlikely)• Examine them using:

– [Microsoft.SharePoint.Administration.SPUserCodeService]::Local.ResourceMeasures


Development Support – Three Regions• Why:

– Protecting customer assets – Assuring smooth transition of developed solutions to production environment – Minimizing incidents/downtime in production environment – Best practices have a permissions barrier between development and production environments

• Concepts– Production regions should be optimized for maximum performance and reliability. – Test or staging regions should match production as closely as is practical– Avoid the use of shared physical assets across the three regions. – Although SharePoint and SQL can support multiple instances on the same physical hardware, they

also share access to some .NET code libraries (.e.g. the global assembly cache, or GAC), that make it impossible to release code to testing without also installing it into production.

– Virtualization can provide federation without additional physical hardware

• Change management requires acceptance and advance approval of scheduled changes to production environments

• All changes MUST be documented and captured in a configuration master database and/or documentation

• Releases by release engineers with temporary permission accounts (“firecall”)


Development Support – Three Regions

• Regions• Sandbox

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


OptimizationOptimization


Those Missing Web App Settings 1 - General

• Default Time Zone • Default Quota Template • Person Name Actions and Presence Settings (Default Enabled)• Alerts (Default = On) - Maximum number of alerts that a user can create: (Default

= 5000)• RSS Settings (Default = Enabled)• Blog API Settings (Default = Enabled)• Browser File Handling - Additional security headers are added to documents

served to web browsers. Web Page Security Validation (Expires after 30 Minutes)• Send User Name and Password in E-Mail (Enabled)• Master Page Setting for Application _Layouts Pages (Enabled)• Recycle Bin (On, 30Days Retention)• Maximum Upload Size - 50MB


Those Missing Web App Settings 2 - Throttling

• List View Threshold (Default 5000 Items)• List View Threshold for Auditors and Administrators

(Default = 20000)• List View Lookup Threshold (Default = 8)• Daily Time Window for Large Queries (Default = Off)• List Unique Permissions Threshold (Default = 50000)• Backward-Compatible Event Handlers (Default = Off)• HTTP Request Monitoring and Throttling (Default = On)• Change Log (Default = Purge After 60 Days)


Optimization

• 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>

http://www.iis.net/download/BitRateThrottling



http://support.microsoft.com/kb/944981/en-us%20add%20section%20to%20web.config


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!


Patching

• 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

– Also, I tabulate all the 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.

http://blogs.msdn.com/b/sharepoint/

http://technet.microsoft.com/en-us/sharepoint/ff800847.aspx

http://blogs.kma-llc.net/microknowledge/version-build-numbers/


Patching – High Level Process

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 Process

• Run the SharePoint Foundation extracted file and accept the EULA.• Allow the first hotfix to run to conclusion. Don’t run the wizard!• Run the SharePoint Server hotfix executable and allow the patch to run to conclusion.

Run the Wizard.• Login and run the SharePoint Products Configuration Wizard.• SharePoint Central Administration should launch, indicating that the system was

successfully updated. • You can check on the health of the update in Central Admin > Upgrade and Migration >

Check Product and Patch Installation Status.• There’s also a command line way to do the “Wizard” upgrade, using the psconfig utility:

– psconfig.exe -cmd upgrade -inplace b2b -wait• “b2b” tells SharePoint its an upgrade from build-to-build within the same version (2010). (There is a

“v2v” option that can be used to force an upgrade from 2007 to 2010.) • “Wait” tells the system to wait until the process is completed; there is also a “force” setting that cancels any

other pending upgrade actions before starting the new upgrade request.


Patching – Confirm Central Admin

• You can confirm the system update by checking the Servers in Farm screen in Central Admin:


Patching – Confirm via PowerShell

• You can also use PowerShell for this:

#Load the Sharepoint .net Assembly[System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoint") (get-spfarm).buildversion • This will give you similar output at the command line:PS C:\Users\sp2010admin> (get-spfarm).buildversionMajor Minor Build Revision----- ----- ----- --------14 0 5123 5000


Patching - Conclusion

• Service Packs are usually fine to deploy when released

• CU’s usually deployed to solve a specific issue– Regression testing not as extensive

• TEST FIRST BEFORE PRODUCION ROLLOUT!


SQL Maintenance

• 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


SQL Maintenance Plans

• Weekly [Full] 2am Sundays – User DBs• Check Integrity• Rebuild Index [Keep Online – requires Enterprise]• Update Statistics• Full Backup

– ?:\SQLBackup and subs; Save as bak; Keep 4 wks

• Cleanup History• Maintenance Cleanup

– Remove bak files after 4 wks

• Nightly [Diff] 2am Mon-Sat – User DBs• Differential Backup

– ?:\SQLBackup and subs; Save as bak; Keep 2 wks.

• Transaction Log Backup– ?:\SQLBackup and subs; Save as trn; Keep 2 wks

• Cleanup History• Maintenance Cleanup

– Remove trn files after 2 wks


Customization

Toolbox• Internet Explorer• InfoPath• SharePoint Designer• Visual Studio• SQL BI Development Studio

94


Customize Around the SharePoint WheelRibbon 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


Sites Customization

• SharePoint Workspace• PPTX Themes

– Open PowerPoint– Save as Office Theme– Go to Site Collection Root Site Settings– Upload to Theme Gallery– Go to Target and apply theme


Content Customization

• Content– Send To and Content Organizer– Managed Metadata

• Site or SSA• Metadata Navigation

Function Feature Scope Where to configure itContent Organizer Site Site Settings | Content Organizer RulesHold and eDiscovery Site Site Settings | Hold and eDiscovery SectionIn place Records Management Site Collection Context Menu | Compliance DetailsSend 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


Communities Customization

• User Profile Engineering– Dec 2010 CU or Better!– Profile Svcs– Start UP SynchronizationService on the server– Check Time Svc for ProfileSynchronizationSetupJob – DirSync for User Profiles account - - Replicate Directory Changes on your AD From KB 303972

• Open the Active Directory Users and Computers snap-in• On the View menu, click Advanced Features.• Right-click the domain object, such as "company.com", and then click Properties.• Click the desired user account.• Click to select the Replicating Directory Changes check box from the list.• Add to PreWindows2KCompatibiltiyGroup

– Start Service on Server And Wait– Define Profile Connection– Run Initial Synchronization

• Enable Activity Feed Timer Job



Insights - SharePoint Charting• Native to SharePoint (Web Part)• Code-free solution – uses web part

and native lists• Data sources

– Other Lists (Site Collection)– BCS/Business Data Catalog– Excel Services

• Standard Types– Bar, Area, Line, Bubble, Financial, Pie,

Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid

• Typical use - quick visualization of SharePoint data

• Quick tip – use the wizard



Insights - PowerPivot• Like Excel Web Access except underlying data can be

sourced from:– SQL, Analysis Services Cube, SSRS Report– Access– Power Pivot/Excel– Data Feeds (XML, Atom, Azure, WCF OData, Dallas)– Oracle, Teradata, Sybase, DB2– ODBC– Text files

• Data doesn’t live in spreadsheet; 1-10MM row datasets• Excel client (http://www.powerpivot.com/download.aspx)

and SharePoint Server (SQL) components• Released with SQL Server 2008 R2 but doesn’t use R2

Engine• Excel optimized to handle data management and memory

cache locally; can be memory intensive• Separate SSA; runs a SQL SSAS cube; SharePoint builds

cache and optimizes • Use when Excel modeling skills are high but data is too

large or too heterogeneous to keep in multiple Excel spreadsheets

• Quick tip: www.powerpivotgeeks.net

http://www.powerpivot.com/download.aspx

http://www.powerpivot.com/download.aspx

http://www.powerpivotgeeks.net/


Search Customization

• Authoritative Sites• Inspect the Crawl Logs

– Top Level Errors are more relevant

• Extend Search to Windows 7 Desktop• Add Federated Search Providers• Review Query Logs for Usability Design• Make Sure Topology Is Redundant• Make Sure Topology Runs on the “Right” Servers


Composites Customization

• BCS Configuration and Troubleshooting• Configure Secure Store Service

– Make sure unattended access account is provisioned

• BCS SSA– BDC Service– Specify an unattended access account

• SharePoint Designer– New External Content Type

• External Systems | Operation Designer | Define Operations

– New External List

• Central Admin– Confer appropriate end user

permissions


Best Practices


Troubleshooting – Top Support Questions

• 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 – More 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


Miscellaneous Tips and Tricks• 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

http://kmamssd02:12345/_admin/Policyfeatures.aspx

http://kmamssd02:12345/_admin/Policyfeatures.aspx


Governance

• SharePoint 2010 provides more opportunities, and more importance for reengaging users and sponsors about governance issues than before

• Major tools– Sandbox code– Query governors– SharePoint Designer

• Now free (since 2008)• Allowed or denied or restricted - PlaceholderMain

– Social tagging and ratings• I like it/I hate it• Ratings and adverse feedback

– ECM• Records management - In place vs. Record Center• Content Organizer etc.• Who controls the lifecycle?

Seven Deadly Sins for the SharePoint Professional


Seven Deadly Sins

• 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 Virtues for the SharePoint Professional


Seven SharePoint Virtues

• 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


Congratulations!

o You’re the new SharePoint Administrator!!!o And nowo You understand:

• Design and Architecture• Installation and Upgrade• Support and Maintenance and

Optimization• PowerShell• Customizations• Troubleshooting• Best Practices• People from New York?


Resources

• 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

http://blogs.msdn.com/sharepoint/default.aspx

http://www.kma-llc.net/



• Questions?• Evaluations• Next Steps

– SPTechCon Book Signing (SharePoint 2010 Consultant’s Handbook – Managed Metadata Services) First 50 Free!

– Data Visualization/Business Intelligence (Wed)– SPS San Diego Feb 2011, SPS Redmond March

2011, SPS Boston April 2011


Thank you…

• Contact Details– Email [email protected]– Blog http://blogs.kma-llc.net/microknowledge– Twitter: http://twitter.com/cmcnulty2000– LinkedIn:http://www.linkedin.com/in/cmcnulty

mailto:[email protected]

http://blogs.kma-llc.net/microknowledge

http://twitter.com/cmcnulty2000

http://www.linkedin.com/in/cmcnulty

http://www.linkedin.com/in/cmcnulty

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