SharePoint Best Practices Guidelines and Recommendations for a Successful Deployment Hank Farlow Senior Consultant SharePoint Technical Lead Advanced Logic Industries (ALI) hfarlow@ali-inc.com Who is Hank Farlow? • • • • SharePoint lead at ALI 25 years experience in the computer/software industry 15 years (total) at Microsoft 8+ years working with SharePoint, SQL Server and Windows enterprise platform SharePoint Best Practices: Architecture Fundamentals Core Logical Architecture Physical Architecture Designing Information Architecture Avoid Common Mistakes Review materials (BP Book, Governance /Deployment Checklist, Tools) Microsoft Confidential WSS 3.0 and SharePoint Server 2007 (MOSS) Web Forms, Excel Services, BDC Doc Management, Web Content Management, Search, & Portals Platform & Collaboration (blogs & wikis) SharePoint Server 2007 Enterprise SharePoint Server 2007 Standard Windows SharePoint Services 3.0 Microsoft Confidential MOSS For Internet Sites & Enterprise Intranet Intranet/Extranet Standard Workgroup/Team Sites IIS Web Sites = IIS Virtual Servers = Web Applications IIS WSS 2.0 / SPS 2003 Web Sites Virtual Servers Physical Server Web Application(s) Top Level Site(s) Site Collections Site(s) Site Collection WSS 3.0 / SharePoint Server Web Applications Consistency in Hierarchy WSS 3.0 Web Applications Site Collections Sites Templates & Features MOSS 2007 Web Applications Site Collections Sites Templates & Features Microsoft Confidential Servers Have Services and Roles Servers have Roles Web Front End (WFE) Query Calculation (Excel) Index (Non SharePoint) Database Server Simplified Really Just 3 Roles WFE/Query – 99% Index (App Tier) SQL Note: Never put Query and Index on same server if there is another Query server! Microsoft Confidential 32 bit or 64bit binaries (Today) SharePoint 2010 requires 2008 64bit & 64bit SQL 2005 or 2008 Install Basic NOT RECOMMENDED except for POC Advanced – Allows you to connect to SQL WFE only vs. Full install Language Packs (Downloads on the Web) WSS MOSS Ifilter packs (Office provided, installable such as PDF) Microsoft Confidential WFE/ Query All SP Roles “All in One” WFE/Q uery Index SQL SQL SQL POC Good Start Microsoft Confidential Ideal Picking Your Topology Performance 10 Server Farm (Large) User requests Load balances web front end servers 5 Server Farm (Medium) User requests Index Query Query Calc + Application servers Web front ends + application(s) 2 Clustered SQL server Application(s) Clustered SQL server 3 Server Farm (Small) User requests Each load-balanced server includes: • Web front end • Applications Dedicated SQL server Single Server User Requests One Server which contains: • Web front end • Application • Database Availability Usage # Users Solution (The answer before the question) Authentication Type (Anonymous vs. AD) Logging/auditing/monitoring Business & Tech Requirements Client & Server Performance Requirements SLAs (Uptime/High Availability Req.) WAN Considerations (Multi farm) Data GBs/TBs of data Total # Files and Items Consider using the capacity planning tool Microsoft Confidential You MUST learn the difference between site and site collection despite the confusion. Site = Web = Spweb aka subweb STSADM = Web UI=site Site Collection = SpSite STSADM = Site Central Admin = Site UI= Site Collection Microsoft Confidential Defaults have Faults Server List and Site Collection Database • Basic Install (BAD!) • All On C Drive • No Backup • Restore Complexity • All One site collection • Not Configured: Quota, Expiration, Auditing, Versions, Workflows, Meta Data capture • All items view default (flat) • One database (content) • Db config (log and db location) • No maintenance plan When Planning, understand the hierarchical structure * Farm Internet, Extranet, Intranet Servers Web Front End, APP, SQL * Web Applications Central Admin, SSP Admin, Content Databases Content, Config, SSP, Search * Site Collections Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Meeting * Sites Wikis, Blogs, Team, Doc, Meeting Workspaces Lists Doc Lib, Pages, Events, Discussions, Surveys, etc… Items Files, calendar items, contacts, customers, images, custom SharePoint Server Logical Model Permanent Structured SharePoint Server Sites Central Portal Permanent Central Portal Web Application Division Portals Ad Hoc WSS Site Templates SharePoint Server Sites Groups & Teams Permanent Division Portals Web Applications or Site Collections Semi Structured Consolidation on 1 to 3 Web Applications Projects & Workspaces My Sites 1 Web App per Region Unit TechNet Max Hank’s Guideline Hank’s MAX Web Apps per Farm 8 5 Content Webapps with 8GB RAM 16 app pools 100 web apps w/ 32GB RAM, 64 bit Databases per WebApp - 100 per SQL server 300 with 32GB RAM, 64 bit Site Collection per Web App 50,000 100,0000 - Size per content database - 100GB 1 TB with serious list and site optimization (advanced only) Size per Site Collection - 15GB in multi-tenant DB 100GB in dedicated DB 25GB in multi 1TB in dedicated Db Sites in Site 2000 100 500 Items per List 2000 items per view Use Custom Views and search UI for large lists It’s pain tolerance Operations and IT Failures Server Information Architecture Network Operational Backup/Restore • Poor configuration (Not planned - defaults) • Insufficient RAM and Disk allocation • Poor choice of Site vs. Site Collection Structure • Flat Lists • One Content Database • Poor Network between WFEs and SQL • No plan for WAN (User complaints without answers) • No Backup • Emergency: No Restore plan or steps • Disaster Recovery – More like Disaster Adhoc • http://blogs • 100MB • Self Service • 1 year if not used • No confidential IP Groups & Teams • http://docs • 500MB • Self Service • 6 months auto delete • Excluded from search Blogs & Wikis Doc Workspace WSS Governance Model • http://team • 5GB-15GB • Help Desk provisioned • Listed in Site List • Archived on Demand • Confidential OK Structured SharePoint Server Intranet Governance Model Corporate Business Taxonomy With Divisional Stakeholders Central Portal Permanent Central Portal Enterprise Search Enterprise Browse Division Portals Ad Hoc Self Service w/ Life Cycle Management Per User Groups & Teams Permanent Division Portals Business Process Management Division News Group Reporting & Scorecards Semi Structured Group, Team, Project Sites and Workspaces Projects & Workspaces My Sites Blogs, bios, Social networking SharePoint Server Intranet Governance Model Corporate Business Taxonomy With Divisional Stakeholders MSW http://office Ad Hoc Self Service w/ Life Cycle Management Per User http://sharepoint http://my Permanent Central Portal Enterprise Search Enterprise Browse Permanent Division Portals Business Process Management Division News Group Reporting & Scorecards Semi Structured Group, Team, Project Sites and Workspaces Blogs, bios, Social networking Path to Success Search & Browse Site Provisioning Branding & Consistency • Security User Experience • Training • Validation Information Architecture • Master Pages • Layouts • Designers • Ownership • Quotas • Easy to find • Enterprise Wide Strategies • Content Types How Do I Get the Business Involved? Governance Checklist SharePoint Best Practices Guidelines and Recommendations for a Successful Deployment Wrap Up Sample Tools Governance Plan Review Deployment Checklist Review Q&A