spca2013 - sharepoint 2013 in a hybrid world

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SharePoint 2013 in a Hybrid World

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SharePoint 2013 in a Hybrid World

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Page 1: SPCA2013 - SharePoint 2013 in a Hybrid World

SharePoint 2013 in a Hybrid World

Page 2: SPCA2013 - SharePoint 2013 in a Hybrid World
Page 3: SPCA2013 - SharePoint 2013 in a Hybrid World

WHO am I

Twitter: @jseghersE-mail: [email protected]: [email protected]: [email protected]: http://blog.j-solutions.be

Consultant

Blogger Trainer

Page 4: SPCA2013 - SharePoint 2013 in a Hybrid World

AGENDA

What is Hybrid with Office 365 Why Hybrid Different Setups Analysis of the different building blocks See the Results Resources Q & A

Page 5: SPCA2013 - SharePoint 2013 in a Hybrid World

ON PREMISES vs OFFICE 365

Page 6: SPCA2013 - SharePoint 2013 in a Hybrid World

ON PREMISES OFFICE 365 Combined

Page 7: SPCA2013 - SharePoint 2013 in a Hybrid World

OFFICE 365 IS ATTRACTIVE

1. It saves me a lot of €€€€€2. I always have the latest and greatest

collaboration, email and UC tools3. Allows me to focus on my core business, not IT4. Microsoft can run SP more reliably and

efficiently than I can5. I can easily scale up/down according to demand6. I can more easily work with customers, partners

outside of my company

Page 8: SPCA2013 - SharePoint 2013 in a Hybrid World

But ….MY BUSINESS IS ON PREMISE1. I have existing investments (customized SP

deployments w/lots of data and settings, custom solutions, LOB systems, etc)

2. I can’t do everything in the Cloud that I can do on premise

3. I want to protect my sensitive data by keeping it close

Page 9: SPCA2013 - SharePoint 2013 in a Hybrid World

WHY HYBRID

• Migration • Business Driven

Page 10: SPCA2013 - SharePoint 2013 in a Hybrid World

WHY HYBRID - MIGRATION

• Early Adopter: Move all data to the cloud ASAP.• Risk Averse: Get a trial on SPO, Evaluate Risks,

Numbers (ROI)• Typical: Freeze on Premise Site Creation; start with

new content first.

Page 11: SPCA2013 - SharePoint 2013 in a Hybrid World

WHY HYBRID - MIGRATION

• Same Sign On• 1 URL to enter SP & SPO• Use Hybrid Search• Use Hybrid BCS

Page 12: SPCA2013 - SharePoint 2013 in a Hybrid World

WHY HYBRID - BUSINESS DRIVEN• Keep Sensitive Data on Premise -whatever sensitive

may mean- • Capacity Flexibility • Intranet – Extranet• Collaboration with External Partners• Typically defined in your Information structure &

governance plan.• Geo Location• Integration with other Service, e.g. Yammer• …

Page 13: SPCA2013 - SharePoint 2013 in a Hybrid World

DIFFERENT SETUPS ONE-WAY OUTBOUND

Page 14: SPCA2013 - SharePoint 2013 in a Hybrid World

DIFFERENT SETUPS ONE-WAY INBOUND

Page 15: SPCA2013 - SharePoint 2013 in a Hybrid World

DIFFERENT SETUPS TWO-WAY

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Page 17: SPCA2013 - SharePoint 2013 in a Hybrid World

FROM THEORY TOIMPLEMENTATION• Reason of going Hybrid• Choosing which Setup• Configuring all Components• Supporting Authentication• Securing traffic

Page 18: SPCA2013 - SharePoint 2013 in a Hybrid World

INGREDIENTS

• An operational on-premises AD DS domain in a single forest• An on-premises server for AD FS 2.0.• An on-premises server for the Windows Azure Directory

Synchronization tool.• Windows Azure PowerShell Cmdlets• Internet Domain & DNS access• Operation SharePoint 2013 Farm• An X.509 wildcard or SAN certificate.• Office 365 Enterprise Subscription with 15.0.0.4420 as the

minimum build number• A supported on-premises reverse proxy device (only for inbound

& bidirectional communication).

Page 19: SPCA2013 - SharePoint 2013 in a Hybrid World

ENVIRONMENTCONFIGURATIONNON SharePoint Tasks

Reverse Proxy and Certificate

Auth

Identity Provider

MSOL Tools

Dirsync

UAG

ADFS Servers

SharePoint Servers

Office 365

Dirsync and Tools Servers

MSOL Tools

Page 20: SPCA2013 - SharePoint 2013 in a Hybrid World

Reverse Proxy and Auth

• When using hybrid features Office 365 sends requests from sites in the cloud to your on-premise farm

• You need to establish a reverse proxy for these calls to be channeled through to secure the process

• Those requests can be authenticated at the reverse proxy before they are forwarded to SharePoint

• SharePoint supports using a certificate for authenticating to the reverse proxy server when sending a request

UAG

ADFS Servers

SharePoint Servers

Office 365

Dirsync and Tools Servers

Page 21: SPCA2013 - SharePoint 2013 in a Hybrid World

Reverse Proxy Requirements

• 2 network cards - one connected to the Internet and the other to the internal company network

• Route inbound SSL traffic to the on-premises SharePoint farm without rewriting packet headers

• Support SSL termination• UAG, F5, …

UAG

ADFS Servers

SharePoint Servers

Office 365

Dirsync and Tools Servers

Page 22: SPCA2013 - SharePoint 2013 in a Hybrid World

Identity Provider

In order to have a single-sign on experience, you need a federated identity provider like ADFS

2 or more load balanced ADFS servers

An SSL certificate for the ADFS site

A proxy device, like the ADFS proxy server

All users must have a UPN of a registered domain (i.e. “.local” or similar suffixes will not work)

Service Account: Logon as Batch Job & Logon as a Service

UAG

ADFS Servers

SharePoint Servers

Office 365

Dirsync and Tools Servers

Page 23: SPCA2013 - SharePoint 2013 in a Hybrid World

MSOL TOOLS

Microsoft Online Sign In Assistant

Windows Azure Active Directory PowerShell Cmdlets (in portal)

You need to run this on SharePoint Server to configure trust with ACS

You need to run this for SSO (usually run on own server)

UAG

ADFS Servers

SharePoint Servers

Office 365

Dirsync and Tools Servers

Page 24: SPCA2013 - SharePoint 2013 in a Hybrid World

SSO

Connect ADFS to Office 365

1. Connect-MSOLService

2. New-MSOLFederatedDomain

3. Update DNS

OR

1. Add Domain via Office 365 Portal

2. Update DNS

3. Connect-MSOLService

4. Convert-MSOLDomainToFederated

!!! USE SMARTLINKS !!!

!!! Run this on your Primary ADFS Server !!!

UAG

ADFS Servers

SharePoint Servers

Office 365

Dirsync and Tools Servers

Page 25: SPCA2013 - SharePoint 2013 in a Hybrid World

DirSync

Do Not Run it on an AD – Single Forest (at this time)

Service accounts: svc_dirsync: Enterprise Admin on AD

Global Administrator on Office 365

Install DirSync and let the Wizard Run

Syncs Users, Groups & Contacts

!!! It doesn’t give your Users Licenses !!!

UAG

ADFS Servers

SharePoint Servers

Office 365

Dirsync and Tools Servers

Page 26: SPCA2013 - SharePoint 2013 in a Hybrid World
Page 27: SPCA2013 - SharePoint 2013 in a Hybrid World

SharePoint 2013 Config

1. New STS Token Signing Certificate2. Configuration of a Trust between SP on Premise &

ACS3. Configure Secure Store4. Configure UPA5. Try it !

Page 28: SPCA2013 - SharePoint 2013 in a Hybrid World

STS Token Signing Certificate

You need to replace the default token signing certificate for the SharePoint STS because Access Control Service (ACS) will not trust it

Replace it with • A certificate issued by a public certificate authority • A self signed certificate that you create in IIS Manager• NOT: Domain-issued certificate

Set-SPSecurityTokenServiceConfig with the ImportSigningCertificate flag.

Page 29: SPCA2013 - SharePoint 2013 in a Hybrid World

Trust Between SP & ACS

Now you need to create an OAuth trust for applications to exchange data between o365 and on-prem

Using MSOL PowerShell (on prem):Create an AppPrincipal using New-MsolServicePrincipalCredentialCreate a proxy to ACS using New-SPAzureAccessControlServiceApplicationProxyComplete the trust using New-SPTrustedSecurityTokenIssuer

Page 30: SPCA2013 - SharePoint 2013 in a Hybrid World

Configure Secure Store

The Secure Store Service is used to create an application that stores the certificate used to authenticate with the UAG HTTPS trunk

In Office 365 create a new Secure Store Service target applicationSave the Target Application ID name because you will use that configuring a result source

In the credentials field configure it as a Certificate Password

Click the Set button for the CredentialsBrowse to the certificate CER file that was used for the UAG HTTPS trunk; leave the password fields blank

Page 31: SPCA2013 - SharePoint 2013 in a Hybrid World

Configure UPA

It’s critically important that you:• Have a UPA up and running• Have it populated with current data from Active Directory

We use the UPA on the local farm to determine what rights a user has – what claims they have, what groups they belong to, etc.

With a hybrid solution, anything that you grant rights to needs to be in the profile system

E.g., if you augment claims on premise and use a custom claims provider to grant rights to content using those claims, an office 365 user would not see that data because those custom claims are not added when you login to office 365

Page 32: SPCA2013 - SharePoint 2013 in a Hybrid World

RECAP Necessary Steps

• Install & Configure all necessary tools• Replace STS Certificate• Upload Certificate to Office 365• Add Hostname of server to SP Principal object of

Office 365• Register SPO S2S Principal Object to On Premise• Set SP Authentication Realm to Context ID of Office

365 Tenant• Configure On Premise ACS Proxy and setup Trust

with ACS.

Page 33: SPCA2013 - SharePoint 2013 in a Hybrid World

Create A Result Source

Create a new result source and:Use Remote SharePoint as the ProtocolIf you are on-prem and getting results from Office 365:

• Use the Url of your office 365 for the Remote Service Url• Use Default Authentication for credentials

If you are office 365 and getting results from on-prem :

• Use the HTTPS Url of the UAG HTTPS trunk for the Remote Service Url• Use SSO id for credentials and enter the name of the SSO application

definition you created to store the UAG certificate

Page 34: SPCA2013 - SharePoint 2013 in a Hybrid World
Page 35: SPCA2013 - SharePoint 2013 in a Hybrid World

Create A Query Rule

This is where you can do a “live” test to see if everything is workingCreate a new query ruleRemove the default ConditionClick on Add Result BlockSelect your result sourceClick on the Test tab and then

Click the “Show more” link

Type some query terms in the “{subjectTerms}:” edit box

Click the “Test query” button

If you have configured everything correctly – Voila! – you will see search results from the remote farm

Page 36: SPCA2013 - SharePoint 2013 in a Hybrid World

Results from the

Cloud

Results from On

Prem

Page 37: SPCA2013 - SharePoint 2013 in a Hybrid World

RESOURCES

OnRamphttps://onramp.office365.com/onramp/

HYBRIDhttp://technet.microsoft.com/en-us/library/jj838715.aspx

Try To Find the WORD Documents ….

Page 38: SPCA2013 - SharePoint 2013 in a Hybrid World

TroubleshootTips

If you aren’t getting data back between the two environments here are some things that you can do to narrow down the issue:

In your on prem farm turn up the ULS logging• Go into Central Admin, Monitoring, Configure diagnostic logging;

expand SharePoint Foundation and select:• App Auth• Application Authentication• Authentication Authorization• Claims Authentication

Change the “least critical” dropdowns to Verbose and save changesMonitor the ULS logs each time you execute a query

Page 39: SPCA2013 - SharePoint 2013 in a Hybrid World

Use Fiddler as a reverse proxy on your SharePoint server; this requires

Installing Fiddler on the SharePoint serverWrite a Fiddler script rule as described in Option #2 here: http://www.fiddler2.com/Fiddler/help/reverseproxy.asp Look at the TextView of the Response. Here’s an example of an error that you can see in there:

Page 40: SPCA2013 - SharePoint 2013 in a Hybrid World

Troubleshooting Tips (cont.)

Be aware of latency in queries across the cloud and on- premises

When a query is executed, ALL results must come back before the result is shown to the user• Latencies can run 1200 to 1500 milliseconds

Because of this you may want to put some thought into when you want to fire a query at a remote source• If you duplicate every single query you could introduce significant load on

a farm• Where you want results back ASAP then you wouldn’t want remote queries

to fire• You can also create a dedicated page that only queries the remote source• In short – you can mix and match with query rules to decide what works

best

Page 41: SPCA2013 - SharePoint 2013 in a Hybrid World

Q & A

Page 42: SPCA2013 - SharePoint 2013 in a Hybrid World