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SharePoint Best Practices Guidelines and Recommendations for a Successful Deployment

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

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SharePoint Best Practices Guidelines and Recommendations for a Successful Deployment

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  1. SharePoint Best PracticesGuidelines and Recommendationsfor a Successful Deployment Hank Farlow Senior Consultant SharePoint Technical Lead Advanced Logic Industries (ALI) hfarlow@ali-inc.com

  2. 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

  3. Agenda… • SharePoint Best Practices: Architecture Fundamentals • Core Logical Architecture • Physical Architecture • Designing Information Architecture • Avoid Common Mistakes • Review materials (BP Book, Governance /Deployment Checklist, Tools)

  4. WSS 3.0 and SharePoint Server 2007 (MOSS) MOSS For Internet Sites & Enterprise Intranet Web Forms, Excel Services, BDC Doc Management, Web Content Management, Search, & Portals Intranet/Extranet Standard Platform & Collaboration (blogs & wikis) Workgroup/Team Sites

  5. Fundamental Principle #1 IIS Web Sites = IIS Virtual Servers = Web Applications Physical Server Web Application(s) Top Level Site(s) Site Collections Site(s) Site Collection

  6. Fundamental Principle #2 • Consistency in Hierarchy • WSS 3.0 • Web Applications • Site Collections • Sites • Templates & Features • MOSS 2007 • Web Applications • Site Collections • Sites • Templates & Features

  7. Fundamental Principle #2 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!

  8. Deployment (Key Concepts) • 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)

  9. Most Common Farms WFE/Query WFE/Query All SP Roles Index “All in One” SQL SQL SQL POC Ideal Good Start

  10. 5 Server Farm (Medium) 10 Server Farm (Large) User requests Web front ends + application(s) Application(s) Index Query Query Calc + Clustered SQL server 3 Server Farm (Small) User requests Each load-balanced server includes: • Web front end • Applications User requests Dedicated SQL server Load balances web front end servers Single Server Application servers User Requests One Server which contains: • Web front end • Application • Database 2 Clustered SQL server Picking Your Topology Performance Availability

  11. Key Factors in Topology • 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

  12. Fundamental Principle #3 • 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

  13. Defaults have Faults

  14. When Planning, understand the hierarchical structure

  15. SharePoint Server Logical Model Permanent Central Portal Web Application Permanent Structured SharePoint Server Sites Central Portal Permanent Division Portals Web Applications or Site Collections Semi Structured Consolidation on 1 to 3 Web Applications Ad Hoc WSS Site Templates SharePoint Server Sites 1 Web App per Region

  16. Planning for *REAL* Capacity Boundaries

  17. Operations and IT Failures

  18. WSS Governance Model Adhoc Structured

  19. SharePoint Server Intranet Governance Model Corporate Business Taxonomy With Divisional Stakeholders Permanent Central Portal Enterprise Search Enterprise Browse Central Portal Permanent Division Portals Business Process Management Division News Group Reporting & Scorecards Semi Structured Group, Team, Project Sites and Workspaces Ad Hoc Self Service w/ Life Cycle Management Per User Blogs, bios, Social networking

  20. SharePoint Server Intranet Governance Model Corporate Business Taxonomy With Divisional Stakeholders Permanent Central Portal Enterprise Search Enterprise Browse MSW Permanent Division Portals Business Process Management Division News Group Reporting & Scorecards Semi Structured Group, Team, Project Sites and Workspaces Ad Hoc Self Service w/ Life Cycle Management Per User Blogs, bios, Social networking

  21. Path to Success

  22. How Do I Get the Business Involved?

  23. Governance Checklist

  24. SharePoint Best PracticesGuidelines and Recommendationsfor a Successful Deployment Wrap Up Sample Tools Governance Plan Review Deployment Checklist Review Q&A

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