SharePoint 2010 – Admin 101

CHRIS MCNULTY

Chris McNulty• SharePoint Strategic Product Manager at

Quest Software• Formerly KMA SharePoint Practice

Lead/Manager• Working with SharePoint technologies since

2000/2001• 20 years consulting and financial services

technology (Santander, John Hancock/Manulife, GMO, State Street)

• MBA in Investment Management from Boston College Carroll School of Management

• Write and speak often on Microsoft IW technologies (blogs & books)

• Microsoft MCSE/MCTS/MSA/MVTSP• Hiking, cooking, playing guitar, colonial

history, photography• My family: Hayley, three kids (16, 7, 5) and

my dog Stan

(4)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Twitterhashtag: #spssanTwitter hashtag:

About Home

• The dilemma• Architecture, Design & Planning• Installation and Upgrade• Support

– Monitoring– Backup– PowerShell– Development Functions– Optimization & Patching

• Customization– Content Administration

• Best Practices

Agenda

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.

Congratulations!

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

The Dilemma

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

Architecture and Design

• Typical Roles:• http services• Search query

• Scaling• Add servers to load balanced

cluster• Performance Optimization

• RAM• Easily virtualized

Server Farm – Web Front End

11

• 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

Server Farm - Application Server

12

• Typical Roles:• Data storage• SQL Reporting

• Scaling• Add storage capacity

• Performance Optimization• Disk I/O

Server Farm - Database

13

• 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 - Single Server

• 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 - Medium Farm

• Typical Roles:• Large distributed

enterprise users (10000+)

• Large pools of documents (>1MM)

Sizing - Large Farm

• Farm level• Web applications

• Independent top level URLs

• Run inside IIS pools• Consume shared

services and admin from the farm or other farms

• Site collections • Security, branding,

database frontier• Contain single sites or

site hierarchies• Sites

• Group related SharePoint elements (lists, libraries, pages, web parts)

Top Level Logical Components

17

Web Applications

http://intrane

t

Site Collections

Site Hierarchie

s

Sites

Lists

Mid-Level Logical Components (http://intranet)

• Sites also contain lists, pages, and web parts

• High capacity!• Maximums

• 250,000 sites per site collection

• 5,000 site collections per content DB

• 200GB max content DB (single site collection)

• >200GB post SP1• 300 Content DBs per

web application• 30MM

documents/library• 2GB document size

• 2011 News– 14TB Demo

Logical Components

Content 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)

Disk Sizing

• 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

• 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

• Don’t forget about the swap files (1-2X size of RAM)

Memory Sizing

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

• Application– Indexes Redundant– Distribute Queries

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

Server Counts - Redundancy

• 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

Authentication Architecture

Regular label-callout text

Multi-AuthenticationMixed Authentication

SharePointFarm

Web Application

Extended Web Application

Extended Web Application

Extended Web Application

Extended Web Application

Zone: Custom

Zone: Extranet

Zone: Intranet

Zone: Internet

Zone: DefaultWindows Authentication

FBAAuthentication

...

...

...

SharePointFarm

Web Application

Extended Web Application

Extended Web Application

Extended Web Application

Extended Web Application

Zone: Custom

Zone: Extranet

Zone: Intranet

Zone: Internet

Zone: DefaultWindows AuthenticationFBA Authentication

SAML Based AuthenticationFBA Authentication

Windows Authentication

...

...

24

Authentication ScenariosMixed Mode

Remote Employees

ExtranetZone

IntranetZone

EmployeesFBA

claimsWindows

claims

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

Authentication ScenariosMulti Authentication

IntranetZone

Employees

FBAclaims

Windowsclaims

https://Corporate.domain.com

SAMLclaims

Vendors Partners

• Traditional• Inexpensive• Simple• Only one firewall• External traffic

comes inside internal network

Internet Topology – Edge Firewall

WFE SQLEdge

Firewall AD

Internet

App

Internal Network

• More complex• Duplicative networks,

backup, AD• External traffic is

reserved• Larger server foot

print (exposure) in perimeter

• Internal users need domain trusts

• Internal users access site across firewall

Internet Topology – Perimeter

Router/Firewall

WFE SQLEdge

Firewall AD

Internet

App

Perimeter Network Internal Net

• Most complex• Intricate firewall rules• App, AD and search

roles optionally in perimeter

• Optional internal WFE or internal users always cross a firewall

• Crawl topologies important to avoid overtaxing the firewall

Internet Topology – Split Back to Back

Router/FirewallWFE SQL

EdgeFirewall AD

Internet

App

Perimeter Network Internal Network

• Multi-farm• SSA farm• Content publishing

Internet Topology – Enhanced Techniques

SharePoint Foundation 2010

• Standard & Enterprise• FIS-S FIS-E

Search Server 2010 & Express

Microsoft SharePoint Server 2010 (MSS)

Project Server 2010 / Team Foundation Server

FAST

SharePoint 2007

SharePoint Family Platforms

• 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 CU2Or

• SQL Server 2008 R2

Platform Basics

• 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.

• Crawl/index no longer a single server role

• In 2010, administration can be delegated– Key targets: Enterprise

search, metadata, user profiles

Shared Service Applications

http://globalweb http://itportal

Visio

Search

Excel Calc

Metadata

User Profiles

• Internet Explorer 7/8/9, Firefox and Safari are all supported.

• Some support for Chrome• IE6 is not supported• 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

Client/Browser Technology

• 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

Office Web Applications

– Group exercise– Medium software

development and services

Design Workshop

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

Design Workshop

Design Workshop - 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 - Logical

App Pool

ExternalClaims Web Application

Windows/FBASite Collection

Extranet

Database

Site Collection PSG/GoLive

Database

App Pool

InternalClaims App:

Windows OnlySite Collection

Intranet

Database

Site Collection MediaWiki

Database

ArchivesSC/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

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

Design Workshop - Questions

• Formerly “BPOS”• Reduced Functionality in Shared Environments• Pricing and capacity vary from self-hosted

material• Following material is subject to change:

Office 365

| Copyright© 2010 Microsoft Corporation

Sites Communities

Content Search CompositesInsights

Summary of FeaturesSharePoint Online - Standard

42

O365

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

• 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 - Prerequisites

• 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 – Grey 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 SharePoint

911!)

• 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

Installation – White Wizard?

Server ServiceApp Servers

Web Servers

Access 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

Typical Service Placement• Guidelines, not rules• Minimize service on

WFEs• Similar Decisions

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

Examples)

• Three paths– In place

– Database upgrade

– Third party tools

• Process– Pre-upgrade checker

– Visual Upgrade

– Resumable upgrade

– Progress reports

– Parallel DB upgrades

Predictable Upgrade

• 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 help.

Upgrade Techniques

• 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 Preparation

• 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/OS 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 (missing Web.config file, invalid host names, invalid service accts).

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

Pre-Upgrade Check

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

• PowerShell allows a range of sites in a web application to be Visually Upgraded at once:

Batched Visual Upgrade

$webapp = Get-SPWebApplication http://sitenameforeach ($s in $webapp.sites){$s.VisualUpgradeWebs() }

DEMO• Upgrade

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

MonitoringMonitoring and Operations

• Developer Dashboard– Empower developers

and users

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

• Web Analytics– User usage– Resource usage

Proactive Issue Resolution

• Unified Logging• Out-of-the-box

reports• Richer Web Analytics• Open Schema• SCOM Integration• PLUS

– Developer Dashboard

– Health Analyzer

Logging, Monitoring, and AlertsKnow what is going on

ULS Logs

Windows Events

Page requests

Feature Logging

Health data

Logging DB

• 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 – General

Developer Dashboard Improve customized solutions with the Developer Dashboard

Pre-release screenshots, subject to change

SQL Queries Performance

Memory Usage

Data-Request Trace

• 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'

Monitoring – WSS_Logging

• 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)

Backup/Recovery

@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

STSADM 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 Backup

• 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

PowerShell

• Visual Update a range of sites:

• Site Backup• Add MMS Term

Some Useful PowerShell Snippets

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

• Create and configure a library

Some Useful PowerShell Snippets II

#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)

DEMO• Monitoring

• Developer Dashboard• Health Analyzer

• PowerShell

Packaging Explorer

Visual Studio 2010 Support

Workflow Designer

Web PartDesigner

Import solutions from SharePoint Designer, including Workflow

Extensibility for SharePoint artifacts Support for SharePoint

Sandboxed Solutions

Pre-release screenshots, subject to change

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

Development Support – Three Regions

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

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

OptimizationOptimization

• 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

– 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.

Patching

Patching – High Level Processthrough August 2011

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 – High Level Process After August 2011

Patch •Separate patch longer needed – single patch CU now available

Patch •SharePoint Foundation•OR SPF/Server•OR SPF/Server/Project Server

Deploy •Run SharePoint Products and Technologies Wizard•(Or psconfig) •Sequential Application to Central Admin, Application Server(s), Web Front End Servers

• 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

• Maintenance Plans

SQL Maintenance

• 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>

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!

Optimization

SharePoint CustomizationRibbon 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

Adjective Noun Verbs

Example Red Spreadsheets Copy to Folder

SharePoint 2007 -- Content Type “Copy”

SharePoint 2010 Managed Metadata (Content Types and/or Taxonomy)

Documents Copy, Link, Move, Update

Find and use!

Enterprise Content Management“SENTENCE STRUCTURE”

• Literally, “after data”• In practical usage, it means data about data• For SharePoint, it usually means data that

describes or classifies:– other data (lists) – documents (libraries)

What is metadata?

• Centralized enterprise repository for tag hierarchies and keywords

• Publish and subscribe model for distributed content types

2010 Managed Metadata Service

• Add from common button

• Select from list tor type-ahead

• Consume from views, navigation, and search!

Using MMS Taxonomy

• Informal list of ad-hoc tags or terms, usually built up over time through user defined keywords

• Centrally stored in the MMS application

• Easily enabled option for all document libraries

• Can also be applied to content outside SharePoint

Folksonomy

• Creating and managing terms and term sets

• Attaching to a library• Taxonomy navigation

Taxonomy Administration

• Term sets can be copied, relocated, and reused from existing terms

• Terms can be copied, reused, merged, deprecated, etc.

• Keywords (folksonomy) can be moved into a managed term set or deleted

Taxonomy Operations

DEMO • MMS Usage

• Approvals and Versioning• Content Aggregation• Drop-off Library & Content Organizer• Digital Media Management• Records Management & Records Center

– In Place vs. Records Center• Hold and Discovery• ILM and Retention Policies

Enterprise Content Management

• Classic product functions

• User options• Interactive

approval• Workflow

approval

Versioning and Approval

Different types of content items

Managed as a single entity

Aggregation - Document Sets

• Drop-off Library and Content Organizer

• Move content based on content type

• Move content based on metadata and properties

Rules-based Routing

Microsoft Confidential, Prototype OnlyStreaming video on web pages

Ribbon menu for media content

Digital-Asset Management

Pre-Beta screenshots, subject to change

Digital Media Content Management

• In place vs. Records Center

• Enablements– Site Collection Feature

“In Place Records Management”

– Records Center – Custom Site Collection

– Hold and eDiscovery Site Feature

– Custom Send To Actions (Cent. Admin)

• Move, Copy, Move and Leave Link

Records Management and Holds

• Default behavior is defined for Content Types (MMS)

• Redefine (override) at library/folder level

• Rich array of functions and custom workflow

Information Lifecycle Management

Initial Collaboration•Multiuser editing•Work in SharePoint Workspace•Work in OWA

Drop-off Library•Send from Document Center and leave behind a link•Look for PowerPoint Files•Require a Department

Routing •If Marketing Send to Home Page Library•If Not Send to Presentation Archive

Retention •Marketing Forever•Others Three Months

All together now

DEMO• SharePoint ECM

So many documents, so little time…

Actions100s

Documents1000s

Descriptions, Tags, Classifications

10 X 1000s

ECM Pyramid

Classification challenges• “Verbs” - Actions

– ECM– Search, navigation, findability

• “Nouns” – Documents• “Adjectives” - Classifications

– Manual data entry• The cost of the *

– Custom development• Text vs. context• Event receivers• Workflow models• FAST Pipeline

– Auto-classification

ECM Cheat SheetFunction Feature Scope Where to configure it

Content Organizer Site Site Settings | Content Organizer Rules

Hold and eDiscovery Site Site Settings | Hold and eDiscovery Section

In place Records Management

Site Collection Context Menu | Compliance Details

Send 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

Best Practices

• 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 – 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

Troubleshooting – More Support Questions

• 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

• When all else fails – web.config!!!!

Miscellaneous Tips and Tricks

Where Governance Begins?

Portal

Dept Sites

Project/Team

Sites

Personal / My Sites

Hig

her

Vis

ibili

ty

Lighte

r govern

ance

Seven Deadly Sins for the SharePoint Professional

• 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 Deadly Sins

Seven Virtues for the SharePoint Professional

• 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

Seven SharePoint Virtues

o You’re the new SharePoint Administrator!!!

o And nowo You understand (maybe):

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

and Optimization

• PowerShell• Customizations• Troubleshooting• Best Practices

Congratulations!

• 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

Resources

114

©2011 Quest Software, Inc. All rights reserved..

• Questions?• Evaluations• Next Steps

– SPS Denver Nov 2011– SPS South Florida Dec 2011– SPS Austin, SPTechCon San Francisco,

Project Conference 2012, TEC2012 San Diego

• Email chris.mcnulty@quest.com • Blog http://www.chrismcnulty.net/blog• Also http://blogs.kma-llc.net/microknowledge• Twitter: http://twitter.com/cmcnulty2000• LinkedIn:http://www.linkedin.com/in/cmcnulty

Thank you…