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Wiley Microsoft SharePoint 2010 Administration: Real World Skills for MCITP Certification and Beyond (Exam 70-668)

1. SharePoint Editions and Features In this section the SharePoint product line will be introduced You will be provided with a definition of the SharePoint products and be given examples of the business uses of the software Next you will explore the different SharePoint editions and learn about licensing and acquisition Finally you will compare the different editions and the features they offer The terms used to describe Microsoft s SharePoint products can be TE rather confusing For example the term SharePoint 2010 can be used to reference the entire product line however several different editions of SharePoint 2010 exist SharePoint Foundation 2010 is comparable to WSS in previous SharePoint versions SharePoint Server 2010 is comparable to MOSS in SharePoint 2007 This chapter will help you clarify the differences among the editions so you can make an educated decision during product selection SharePoint Editions and Features 3 SharePoint Defined SharePoint 2010 is a collection of products that serve as a business collaboration platform for organizations SharePoint is a multitier application that relies on several other Microsoft technologies For example SharePoint requires a database and uses SQL Server for that database SharePoint requires a web server and uses Internet Information Services IIS for that web server SharePoint has often been called a content management system CMS A CMS is a system used to add modify
2. Sony 01 Current Location Storage Person Requesting leave empty Project Tracking New Item mx i Cut N gab O V 32 Copy Save Cancel Paste oe Spelling e Commit Clipboard Actions Spelling Projector D Sony 01 Current Location Storage Person Requesting 16 Click Save to save the new item into the list in the database 2 Project Tracking All Items Windows Internet Explorer 3 sioj xj go T http Mocalhost uists Project 20Tracking AlTtems asp 7 EZ Pn Ly Favorites lt gt Suggested Sites Get More Add ons Project Tracking All Items fh Bl Sl am Pages Safety Toos r System Account Site Actions B SysEdCo Home Site Project Tracking All Items SysEdCo Home Site Youth Team Site search this site Pp v Sites Projector 10 Current Location Person Requesting Youth Team Site Sony 01 Breu Storage Add new item Libranes S Documents Log Files H II I RE teed intranet Protected Mode OF COLTE A A A A E After creating the custom list in Exercise 1 6 you can add additional items to the list These items are stored in the SQL Server database on the backend Figure 1 9 shows a view of the SQL Server database in SQL Server Management Studio after several items have been added to the custom list created in Exercise 1 6 Understanding the SharePoint Logical Architecture 35 FIGURE 1 9 Viewing the custom list within SOL Server Mana
3. Basic Meeting Decision Meeting Social Meeting Workspace Workspace Workspace More Options Search Web Databases Z an R gu Multipage Meeting Blog Group Work Site Workspace 22 Chapter 1 Planning the Logical Architecture My Sites My Sites provide a place each user can customize for himself or herself A My Site allows you to list the colleagues with whom you work your interests and personal newsfeeds customized to your liking Figure 1 4 shows the My Site page as it looks by default when first visited by a user FIGURE 1 4 The default My Site page in SharePoint 2010 2 My Newsfeed Windows Internet Explorer E lolx My Site My Newsfeed My Content My Profile Site Actions page What s New Stay Connected There are no activities in your newsfeed Stay connected by adding colleagues and interests My Colleagues and tagging Users can customize the look and feel of their My Site and they can track colleagues and other information Colleagues may be added as long as they have a SharePoint profile as well If an AD DS user exists but does not have a SharePoint 2010 profile the user may not be added as a colleague Figure 1 5 shows the My Site page after some minor customization The My Site section of SharePoint also allows a user to configure his or her profile settings Figure 1 6 shows a user editing his profile Understanding the SharePoint Logical Architecture FIGURE 1 5 A customized My Site pa
4. List Type List Filter By Categories Blank amp Custom me F P A blank list to which you can add your A a own columns and views Use this if Al Types gt Fe none of the built in list types are Library similar to the list you want to make Contacts Contacts Web Custom List List Database Page Project Tracking Site All Categories gt Fa 3 3 PR Blank amp Custom Creste More Options Custom List in Data Connection Decision Meeting Collaboration Datasheet View Library Workspace Communication Content Data D Document Center Document Library Meetings Search Discus Tracking 6 You will be taken to the Project Tracking All Items page When this page loads click the List Settings button on the List tab in the Ribbon 7 Scroll down the page until you see the Columns section In this section click the Title link to edit the column 8 Change the Column Name value to Projector ID and click OK Change Column Windows Internet Explorer Go Gp Favorites lt Suggested Sites gt _ Get More Add ons Change Column Mp gt Gl 2 om Page gt Safety gt Toos p focahost layou ts FidEdit aspx List 78 Site Adions gt jf Name and Type Column name Youth Team Site Type a name for this column Projector 10 The type of information in this column is Libraries Single line of text Site Pages Shared Documents Additional Column Settings D
5. Local intranet Protected Mode Off EETA 7 Scroll down and click the OK button to save your changes Understanding the SharePoint Logical Architecture 29 After completing Exercises 1 3 and 1 4 you will be ready to associate the Document Set content type with the document library This action will enable the creation of document sets in the document library in question Exercise 1 5 shows you how to add the Document Set content type to the document library Adding the Document Set Content Type In this exercise you will add the Document Set content type to a document library so that document sets may finally be created 1 Open the home page of the top level site in Internet Explorer 2 From the list of Libraries on the left navigation bar click the document library on which you want to enable content type management 3 When the document library page loads select the Library tab on the Ribbon 4 Inthe Setting group on the Ribbon click the Library Settings button 5 Scroll down on the Document Library Settings page until you see the Content Types section To add a new content type click the Add From Existing Site Content Types link 210i OORE tito ocatost layouts iste aspx ist 2bci53 2818 4505 H3b da0625257 80 EIEI ES coe e ve Favorites A Suggested Sites Get More Add ons Document Library Settings ici N CI db Pager Safetyv Took Site Actions a System Account Team Disc
6. Web Frontend Server The final server type used in the server farm is the Web Front End WFE server The WFE server provides the actual websites that users see when using the SharePoint 2010 services Understanding the SharePoint Logical Architecture 19 The WFE servers run Internet Information Services IIS as the web server software IIS serves up the ASP NET web pages that comprise the SharePoint sites It also drives the engine used for uploading and downloading documents to and from document libraries In the end IIS does most of the actual processing work that delivers content to users _ In Chapter 2 the WFE server is discussed more from a physical TE implementation standpoint It is also discussed in Chapter 4 from the perspective of farm deployment planning Windows Server 2008 and Active Directory Domain Services Of course the database servers application servers and WFE servers have to run on an operating system and that operating system is Windows Server 2008 or Windows Server 2008 R2 for production environments If you choose to use Windows Server 2008 you will need to apply service pack 2 SP2 for compatibility with SharePoint 2010 Windows Server 2008 R2 may require hotfixes small patches to be compatible with SharePoint 2010 as well _ When installing the RTM release of SharePoint 2010 on Windows Server TE 2008 R2 RTM you will need to apply the hotfixes referenced in knowledge base articles 160770 and 166231 whic
7. administrator 2 Launch SharePoint 2010 Central Administration 3 Inthe Application Management group click Manage Web Applications 4 Click on the SharePoint 80 web application to select it and then click the Extend button on the Ribbon Understanding the SharePoint Logical Architecture 37 5 Inthe Name field change the name to SharePoint Custom Zone so that you can easily identify the site at a later time Extend Web Application to Another IIS Web Site IIS Web Site Choose between using an existing ILS web site or create a new one t ve the Microsoft SharePoint Foundation application If you select an existing IIS web SharePoint Custom Zone site that web site must exist on all servers in the farm and have p the same name or this action ork wil not succeed 22867 If you opt to create a new IIS Host Header web site it wil be automatically created on all servers in the farm If an IIS setting thet you Path here you can use this option to create the basic site then update it using the standard IIS tools efault Web Site te a new IIS web site 6 Accept the default Port settings and scroll down the page to the Security Configuration section In this section change the Allow Anonymous setting to Yes 7 Scroll further down the page change the Zone setting to Custom and then click OK Extend Web Application to Another IIS Web Site ecu on
8. and Keywords Discussions Team Dis ssior jnttp Nocalhost _Jayouts ListGeneratSettings cepx7List 478F23CBIC 202 1 8k tecalintranet Protected Mode Off a Ros 7 6 Choose Yes for the Content Types Allow Management Of Content Types option Iaa Go nttp ocalhast _layo apate 3 f al hx rs n p cy Favorites lt 5 A SuggestedStes O Get More Add ons 1 Document Livery Advanced Settings m Q SS me Pages Safety Tools Q tem Account SysEdCo Home Site Youth Team Site Content Types y whether to allow the management cf content types on ths e r E s 5 No tibrary Each content type wil appear on the new butter Libranes Site Pages Shared Documents Template URL Document Library for irod Doaments Forma template di Document Set Lists Opening Documents in the Browser Calender Default open behavior for brawser enabled documents Speaty whether browser enabled documents shauid be opened in the dent ar browser by defaut when a user clcks on them If the Gant epplceton is unevaiable the document wil ehvays be opened Open in the browser in the browser Use the server default Open in the client application Custom Send To Destination nation name For example Team Library Type the name and URL for a custom Send To destination that you wanit to appear on tie context menu for Itis recommended that you choose a short the n JR Ek
9. collections and sites that you choose to deploy Site hierarchy planning is an important consideration early in your SharePoint deployment If the hierarchy is too simple it may not meet your later information needs If it is too complex it may be difficult for your users to navigate Designing a Logical Taxonomy 39 In most organizations the following questions must be answered in order to properly design a logical taxonomy a Which departments will use the SharePoint server a What features of SharePoint will they utilize a What security policies may impact the administration or use of the SharePoint infrastructure a What if any custom development will be performed on the SharePoint servers a What is the budget for the project Sadly that last item is often overlooked but in the real world you cannot simply assume the budget is unlimited The budget will often constrain your logical design For example one department may inform you that they want to use the SharePoint server however if they use the server they will require completely separate administration and security boundaries to the extent that a separate server farm will be required Because it exists in the real world this department may simply have to put off using SharePoint for now if the budget does not allow for the second server farm Hardware costs can often be reduced through virtualization and virtualization may allow you to meet the needs of this departm
10. i Locatintranet Protected Mode OFF fa 10 z 7 Click OK to add the content type to the document library You can also create new content types based on the Document Set content type This allows you to customize the content type and limit the types of documents included in the document set Items and Pages So far you have explored the hierarchy of SharePoint 2010 from a container perspective The server farm contains site collections The site collections contain sites The sites contain subsites libraries document sets and lists Now it s time to explore in the contents of the libraries lists and sites Items are stored in lists and libraries A Word document is a document in a document library but it is also an item Items are database entries in the Content database for the site For example you may create a custom list to track the inventory of projectors used in Understanding the SharePoint Logical Architecture 31 conference rooms at your facility This list will be stored in the Content database for the site Exercise 1 6 provides instructions for creating such a list Creating a Custom Tracking List In this exercise you will create a list for tracking projectors used in conference rooms in your facility You will track the projector name current location and the person using the projector if applicable 1 Open the home page of the top level site in Internet Explorer 2 Onthe left navigation bar of
11. Chapter Planning the Logical Architecture TOPICS COVERED IN THIS CHAPTER y SharePoint Editions and Features v Understanding the SharePoint Logical Architecture Vv Designing a Logical Taxonomy Implementing a SharePoint Server 2010 solution begins with understanding the features and services offered by the product line and the way in which SharePoint structures information In addition you should understand how you can impact the structure of this information In this chapter your journey will begin with an explanation of these important topics First you will explore the different editions of SharePoint 2010 and the features offered by these editions You must understand them to ensure that you select the right one for your needs A project is doomed to experience budget overruns if the wrong edition is selected from the start Next you need to understand the SharePoint information architecture You will look into the hierarchy of technologies and logical components used in a SharePoint information structure From server farms to individual pages and list items they are all defined in this chapter Finally you should understand how to plan your logical hierarchy This planning process is called designing a logical taxonomy in the Microsoft 70 668 objectives If you are preparing for the 70 668 exam this chapter will provide the information you need to understand the Design a Logical Taxonomy objective and subobjective set
12. Feeds Ribbon and Dialog Framework SharePoint Editions and Features Sandboxed Solutions a SharePoint Designer a SharePoint Health Analyzer a SharePoint Lists a SharePoint Ribbon a SharePoint Service Architecture a SharePoint Timer Jobs a SharePoint Workspace a Silverlight Web Part Site Search Solution Packages a Streamlined Central Administration Support for Office Web Apps Unattached Content Database Recovery Usage Reporting and Logging a Visual Studio 2010 SharePoint Developer Tools Visual Upgrade Web Parts a Wikis a Windows 7 Support a Windows PowerShell Support a Workflow a Workflow Models In addition to the preceding list of features SharePoint Server 2010 Standard Edition adds the following features a Ask Me About Audience Targeting a Basic Sorting Best Bets a Business Connectivity Services Profile Page Click Through Relevancy a Colleague Suggestions a Colleagues Network Compliance Everywhere 10 Chapter 1 Planning the Logical Architecture Content Organizer Document Sets Duplicate Detection Enterprise Scale Search Enterprise Wikis Federated Search Improved Governance Keyword Suggestions Managed Metadata Service Memberships Metadata driven Navigation Metadata driven Refinement Mobile Search Experience Multistage Disposition My Content My Newsfeed My Profile Note Board Organization Browser People and Expertise Search Phonetic an
13. SharePoint information architecture which consists of server farms site collections and sites You also learned about the different objects stored in sites such as lists libraries and pages You explored the backend database in which these objects are placed Finally you looked at the logical taxonomy design process as an important part of your SharePoint deployment 46 Chapter 1 Planning the Logical Architecture Exam Essentials Knowing SharePoint editions and features Understand the different editions of SharePoint 2010 so that you can choose the right edition when given a scenario Know the features that are not available in the SharePoint Foundation 2010 server Understanding the SharePoint logical architecture Know the logical hierarchy of a SharePoint deployment and the purpose of each level in the hierarchy SharePoint starts with a server farm then site collections then sites and then the objects within the sites such as lists libraries and pages Designing a logical taxonomy Ensure that the logical design you create is able to expand to support the information it will contain and that it is simple enough for users to navigate easily
14. Team Site Advanced Web Analytics advanced W Libranes et Site Pages z E Shared Documents Content Type Syndication Hub Activate Provisions a site to be Enterprise Metadata hub site Lists z Custom Site Collection Help Sei Creates a Help library that can be used to store custom help for this Activate Tasks site lectic Contacts Disposition Approval Workflow man document expiration and retention by a participan Deactvate Discussions dec h retain or delete expired docum Team Discussion Document ID Service Assigns IDs to documents in the Site Collection which can be used to Activate retrieve items independent of their currer ation A Recycle Bin 2y All Site Content _ Document Sets ating and using document to manage multiple In Place Records Management 8 Activate E Done E Local intranet Protected Mode OFF a R100 he 5 When the process completes the Site Collection Features page will reload and the status for the Document Sets feature will change to Active Once the document sets feature is enabled you can create document sets in your SharePoint 2010 sites Document sets are created from within the document library Documents tab view You must enable content type management for the document library Exercise 1 4 provides instructions for enabling content type management on a document library Enabling Content Type Management In this exercise you will learn to enable content type ma
15. addition to the three core team member roles Solution architects In the largest organizations an individual playing the role of solution architect will use the logical design to plan the physical implementation of SharePoint In smaller organizations this is the responsibility of the SharePoint administrator a Database experts The SharePoint solution depends on a SQL Server database backend A database expert may be included on the team to ensure that the databases perform as needed If no such expert is available this responsibility will fall back to the SharePoint administrator a Active Directory administrators SharePoint uses the users and groups from Active Directory AD for authentication and authorization in most SharePoint installations Designing a Logical Taxonomy 41 In the smallest implementations the SharePoint administrator is likely to be the AD administrator as well In smaller companies one or two IT professionals will perform the roles of several dozen professionals in larger companies As you can see the SharePoint administrator has more responsibilities TE in smaller organizations than in larger organizations However even the SharePoint administrator in larger organizations would benefit greatly from understanding all of the parts and pieces that make SharePoint work on the network These parts include the network itself DNS AD and SOL Server All of these components are addressed in greater detail in Chapt
16. and manage rich med like image audio and video files Library Asset Library Data Connection Document Library Library List Name Page More Options baal Blank amp Custom Form Library Picture Library Report Library All Categories Collaboration Communication Content Data Meetings Search Slide Library Wiki Page Library Trackina Understanding the SharePoint Logical Architecture 25 Folders Within libraries folders can be created for organizational purposes For each library you can choose whether folders should be enabled or not Figure 1 8 shows a document library with folders used for organization In addition to organizational benefits much like folders within the operating system library folders can be assigned permissions so that users who can access the library may not automatically be granted access to all folders within the library FIGURE 1 8 A document library that contains folders for organization purposes Log Files All Documents Windows Internet Explorer 5 xj go EE http localhostAog 20Fies Forms Alitems aspx z 4 x E Soo p Ly Favorites lt gt Suggested Sites Get More Add ons E Log Fies Al Documents fe Gy 1 am Pager safety Took gt Ca Me Browse Documents Library N SysEdCo Home Site Log Files All Documents AJ I Like t Tags amp Notes SysEdCo Home Site Youth Team Site Search this site p Sites E Type Name Modified Modifie
17. approve and delete content within websites Although it is true that SharePoint is a CMS it is much more than a simple CMS SharePoint includes several features that take it far beyond the typical CMS These features include Access to external databases and data sources a Built in calendaring functions a Discussion forum support capabilities a File sharing through document libraries a Advanced search functions and customization a Microsoft Office application integration Customizations and feature additions through simple web parts a Social tagging capabilities Business process automation through workflows The preceding list does not include all the ways that SharePoint provides customization of the content delivery method through the use of blogs wikis user profiles versioning surveys and task lists The point is that SharePoint is more than just a simple CMS It is an entire enterprise content collaboration solution Businesses and organizations can use SharePoint for many purposes including Standard intranet provisioning SharePoint can be used to provide the traditional web services of a corporate intranet serving up web pages and documents for internal users a Project management SharePoint is an excellent tool for centralization of project management information Tasks can be managed from within SharePoint and calendars can be associated with these tasks Project workers can be notified when their tasks should beg
18. ay it Product Information c ntoso 00 11 01 07 Download Video 6 Chapter 1 Planning the Logical Architecture SharePoint Editions When planning a SharePoint implementation you must understand the four different editions so that you can select the right one for your needs The four editions are a SharePoint Foundation 2010 SharePoint Server 2010 Standard SharePoint Server 2010 Enterprise a SharePoint Server 2010 for Internet Sites In implementation the SharePoint Server 2010 editions are really just different licenses The only installation difference is in selecting the appropriate license you plan to implement During installation and configuration you are asked to provide the Client Access License CAL product key If you enter a standard CAL you will enable the Standard Edition feature set If you enter an enterprise CAL you will enable the Enterprise feature set SharePoint Foundation 2010 is a free download The only license required to use the product is the Windows Server operating system license SharePoint Foundation 2010 provides the basic SharePoint features but it is missing such features as social tagging My Content My Profile enterprise wikis Secure Store Service and web analytics SharePoint Server 2010 Standard Edition adds the features missing in SharePoint Foundation 2010 social tagging My Content My Profile enterprise wikis Secure Store Service and web analytics and a
19. ay to ask the questions so that the organization will understand the questions when asked of them For example imagine sending out an email survey to discover how your employees might use the SharePoint servers and asking the question How do you think you will use the web parts available in SharePoint 2010 Clearly the future users will not even know what web parts are much less how they would use them A better question might be Would you benefit from the ability to create custom pages and if so in what scenarios While the latter question might still require some explanation the question is much easier to understand because the technical jargon of SharePoint has been removed 42 Chapter 1 Planning the Logical Architecture During the team meeting you will want to develop the survey for the organization s employees This survey is a primary reason for having business users on the team They can help you make sure the survey is understandable for the business users E Real World Scenario Using Video for Simplification While working with a company in central Ohio my company came up with a very creative method for performing surveys like those discussed in this section Instead of sending out simple one sentence questions we created a mandatory online video solution to ask the questions The employees were given a five dollar gift certificate to a popular local lunch place for watching the video and answering the questi
20. chronized with Active Directory Domain Services AD DS This is a medium to large 18 Chapter 1 Planning the Logical Architecture database when compared to other SharePoint 2010 databases The size of the database will depend on the number of users and groups and the ratio of users to groups This is a balanced read write database Social Tagging The Social Tagging database is used by the User Profile and Metadata Management service applications The database stores social tags and notes created by users along with the associated URLs Depending on the number of tags the database varies greatly in size In an environment with heavy use of social tagging the database can be extra large in relation to other SharePoint 2010 databases This is a read heavy database Managed Metadata Service The Managed Metadata Service database is used by the service application of the same name It stores managed metadata and syndicated content types for the server farm The database is medium sized relative to other SharePoint 2010 databases It is a read heavy database Secure Store The Secure Store database is used by the Secure Store service application and it stores credentials such as account names and passwords It is a relatively small database For security reasons the Secure Store database should be placed on a separate database instance with limited access allow only one administrator to access the database instance When SharePoint Server 2010 En
21. collections and sites that you will deploy The business requirements will document what the SharePoint implementation capabilities should be and how it should perform You may want to create documents listing requirements categorized as functional nonfunctional departmental and organization wide This documentation should be approved signed off by the sponsor and key stakeholders The third item listed is the budget sheet This can be created as a simple Excel workbook with the software hardware and man hour costs listed where appropriate This sheet can be used for budget tracking throughout the project as well Consider this suggestion Implement a single server SharePoint TE installation before your first business team meeting Use this installation to view features and even to document your project This method allows you to take care of two problems at once First you have a place to store your documents Second you have a test server to use during deployment planning Summary In this chapter you began your exploration of SharePoint 2010 by learning about the different editions and features in the product line You learned that SharePoint 2010 is a 64 bit only product and that it runs on 64 bit editions of Windows Server 2008 and Windows Server 2008 R2 You also learned about the features provided by the different SharePoint 2010 editions and which edition you need to get the features you require Next you learned about the
22. cument sets at the site collection level To perform this exercise you should have a SharePoint Server 2010 Standard or Enterprise Edition server farm installed with the default options You should also have a site collection and top level site created 1 Open the home page of the top level site in Internet Explorer 2 Click the Site Actions link and select Site Setting from the drop down list 3 Scroll down if necessary and click the Site Collection Features link in the Site Collection Administration category E ste settinas windows internet xplorer 2101 go i http Aocalhost layouts settings aspx F t Xx SE ge p ip Favorites 5 9 Suggested Sites Get More Add ons Site Settings fa BS om Pager Safety Tooky gt System Account Site Actions Site Collection say Administration arch settings Ei Done EX Local intranet Protected Mode OFF Fa Rms z 4 Scroll down if necessary and click the Activate button for the Document Sets feature Understanding the SharePoint Logical Architecture 27 E Site Collection Features Windows Internet Explorer J aloj x go I http ocalhost _layouts ManageFeatures aspx Scope Site l4 x PB Svoge P Ly Favorites 5 5 Suggested Sites Get More Add ons Site Collection Features M D o mm Pager Safetye Toos System Account Site Actions af SysEdCo Home Site Youth Team Site B aj Sites pane Status Youth
23. d By Youth Team Site m Application Logs System Acco Libraries D 0 8007 4ebe4075c1d0 rmw 12 14 Site Pages Shared Documents Add document Log Files Lists Calendar Tasks Contacts Discussions Team Discuss a Recycle Bin E p p r3 Emm es http focahost Lists Tasks Altems spx O n i Ri tocelintranet Protected Mode OFF Fa Rio 7 Document Sets Document sets are new to SharePoint Server 2010 and exist only in the Standard and Enterprise Editions They allow you to group multiple documents together for collaboration purposes The documents may be stored in one or more document libraries The document set includes a welcome page that displays the contents of the document set and its configuration properties The document set may be restricted to include specific content types as well Because document sets are new in SharePoint Server 2010 you probably TE will see questions related to this feature on the exam If you are preparing for the exam be sure to work through Exercise 1 3 on a default installation of SharePoint Server 2010 Standard or Enterprise Edition 26 Chapter 1 Planning the Logical Architecture It is very important that you know how to enable document sets Exercise 1 3 provides instructions for enabling document sets After working through the exercise you can spend more time working with the document set configurations if you like Enabling Document Sets In this exercise you will enable do
24. d Nickname Search Query Suggestions Did You Mean and Related Queries Ratings Recent Activities Recently Authored Content Relevancy Tuning Rich Media Management Search Scopes Secure Store Service Shared Content Types SharePoint 2010 Search Connector Framework Status Updates Tag Clouds Tag Profiles SharePoint Editions and Features 11 a Tags Tags and Notes Tool a Unique Document IDs a Web Analytics a Windows 7 Search a Word Automation Services a Workflow Templates Finally SharePoint Server 2010 Enterprise Edition includes all of the features of Foundation and Standard but adds the following features a Access Services a Advanced Content Processing a Advanced Sorting a Business Data Integration with the Office Client Business Data Web Parts a Business Intelligence Center Business Intelligence Indexing Connector a Calculated KPIs a Chart Web Parts a Contextual Search Dashboards Data Connection Library a Decomposition Tree Deep Refinement a Excel Services a Excel Services and PowerPivot for SharePoint a Extensible Search Platform a Extreme Scale Search InfoPath Forms Services PerformancePoint Services a Rich Web Indexing a Similar Results a Thumbnails and Previews Tunable Relevance with Multiple Rank Profiles a Visio Services a Visual Best Bets 12 Chapter 1 Planning the Logical Architecture As a planning exercise you can go through the preceding thre
25. dditional features It is the entry level licensed SharePoint product for businesses and organizations however SharePoint Server 2010 Standard Edition still lacks some features such as Visio Services InfoPath Forms Services Excel Services and Access Services To get the full feature set the SharePoint Server 2010 Enterprise Edition must be purchased The Enterprise Edition includes all the features of the SharePoint Server 2010 Standard Edition as well as the missing features referenced in the preceding paragraph SharePoint Server 2010 for Internet Sites can be purchased as either a Standard Edition or Enterprise Edition license If you require the full feature set for an Internet facing website you will need the SharePoint Server 2010 for Internet Sites Enterprise license The SharePoint Server 2010 for Internet Sites license allows for deployment of SharePoint for Internet websites but only for a single domain with subdomains For each additional domain set you will have to purchase an additional license An unlimited number of clients may access a SharePoint site hosted using the for Internet Sites licenses For more information about licensing visit the Licensing O amp A page at TE http sharepoint microsoft com en us buy Pages Licensing Details aspx The questions answered on this page are among the licensing questions am most frequently asked at SharePoint planning meetings Table 1 1 lists the three core editions of SharePoin
26. dministration Content database One Configuration database is allowed per server farm and significant growth is not likely to occur This is a read heavy database once production begins but read operations are infrequent when compared to Content databases Central Administration Content The Central Administration CA Content database contains the content for the CA site One CA Content database is allowed in the server farm and it must be stored on the same database server as the Configuration database Significant growth is not likely to occur This is a read heavy database but read operations are infrequent 16 Chapter 1 Planning the Logical Architecture Content The Content databases are among the most important databases in your SharePoint 2010 deployments They contain all of the site content This includes files and documents in document libraries list data properties of web parts audit logs usernames and rights and sandboxed solutions The complete data set for a single site is contained in a single Content database however more than one site can be contained in a single content database If Office Web Applications is in use the data for this service is also stored in the Content database Content databases can be hundreds of gigabytes in size however Microsoft recommends limiting the size of Content databases to 200 GB If a single site is larger than 200 GB the Content database must also be larger because the entire site is s
27. e contacts product details item details sales statistics and just about anything else you can imagine a Document libraries Document libraries allow you to share documents such as Excel workbooks Word documents and more Pages SharePoint 2010 pages allow you to create custom pages like traditional website pages These pages may or may not contain information from lists They may be static or dynamic depending on the data sources Anything you can do on a traditional website can be done on a SharePoint 2010 page Figure 1 3 shows the different site templates that are available when creating a new site within SharePoint 2010 Notice all of the collaborative site types in this screenshot along with the other site types The Team Site Document Workspace Basic Meeting Workspace Decision Meeting Workspace Social Meeting Workspace Multipage Meeting Workspace and Group Work Site are certainly in the collaboration category However even the Blog site template can be considered a collaboration template because it allows information to be shared with or about the department or organization FIGURE 1 3 A subset of the site templates available in SharePoint 2010 Installed Ttems gt Je too a Office com 2 Filter By 8 All Types gt r Oa 4 a Site a gt Team Site Blank Site Document All Categories gt Workspace Blank Data Content nttp locafhost lt URL name gt Bg PR BR peoo Meetings
28. e lists and highlight or in some way mark the features you will need for your implementation If no Enterprise Edition features are marked the Standard Edition may suffice for your implementation If no Standard Edition or Enterprise Edition features are marked the SharePoint Foundation 2010 free license may suffice Be sure to consider future plans when making this decision If you will require Enterprise Edition features one or two years in the future it is probably best to implement this edition from the start of the project PP For more information describing each feature visit the Microsoft SharePoint OQ Editions Comparison page at http sharepoint microsoft com en us buy Pages Editions Comparison aspx Of course in addition to the features you must consider the cost of the edition you choose In smaller organizations the cost of licensing may be prohibitive and features may be sacrificed in order stay within budget In such cases the features you want could potentially be implemented using custom development on top of the SharePoint Foundation 2010 installation however the time spent customizing the product to get a simple feature like Access Services explained in more detail in the Access Services Makes the Difference Real World Scenario can cost hundreds or even thousands of hours Real World Scenario Access Services Makes the Difference was involved in a SharePoint 2010 planning project for a small busi
29. e using the zone Therefore you should use the appropriate name with the most logical source You may use the extranet zone when you are building a zone to be accessed only by partnering organizations You may use the Internet zone when building a zone used by public Internet access users who access the site anonymously What users accessing the site from the Internet zone can see and do can then be further controlled through the Anonymous User Policy in SharePoint 2010 The custom zone is really just there for any use that doesn t fall into the other logical categories It s not anything special when compared to the other zones but it has a generic name so you can use it for any purpose In most cases multiple zones are used only for the implementation of different authentication methods If you use the new claims based authentication CBA in SharePoint 2010 multiple authentication methods can be used with a single zone If classic mode authentication is used each zone is limited to a single authentication method Additional zones are added by extending the web application Exercise 1 7 provides instructions for extending a web application for an additional custom zone EXERCISE 1 7 Extending a Web Application In this exercise you will extend the default SharePoint 80 web application to exist in the custom zone as well You will verify the extension by viewing the authentication providers 1 Log onto the SharePoint 2010 server as an
30. ent but licensing costs will still be a factor and may simply make the endeavor too expensive for your organization at this time In the logical design process you should be sure to include the following tasks a Build a business team that can work together to plan the SharePoint deployment effectively This team must have or establish relationships with all departments in the organization so that no department is overlooked Prepare a list of questions for the department heads or the department representatives These questions should be in business terms and not in technical SharePoint terms that individuals will not understand Focus on the business requirements at this stage to ensure that you build a solution that allows the organization to perform as needed Include both functional and nonfunctional requirements Functional requirements define actions that the SharePoint installation must be capable of supporting Nonfunctional requirements define how the system must operate including considerations such as performance capacity security and so on a Determine the budget for the project This budget should include licensing and hardware costs in every deployment In some deployments consulting fees and labor costs may also be required in the budget Document everything Documentation should begin even as you are building the business team and should continue through every phase of the logical design process By the end of
31. er 2 Designing the Physical Architecture and Chapter 3 Integrating SharePoint with the Network Infrastructure Preparing Questions Once you have the business team assembled you can begin preparing questions that will help you clearly define business requirements These questions can be of two types Questions you must answer as a team Questions you must ask of the organization The team questions can be reviewed in a brainstorming meeting format The team questions should be reviewed and answered before asking questions of the organization After the organization questions are answered the team should reconvene to answer any new questions that came out of the organizational questions Examples of team questions include a Why are we implementing SharePoint a From what features of SharePoint are we most likely to benefit a Which departments will need to use the SharePoint installation immediately a Which departments will be brought onto the SharePoint installation over time a What custom code do we foresee developing a Will we need to purchase any third party add ons for the installation As you read the preceding list of questions if you thought that many of these questions should be asked of the organization or derived from discussions with the organization you were correct However by reviewing the questions with the team first you gain a greater understanding of the issues and you can determine the best w
32. escription 09 Files z Specify detailed options for the type of information you selected Lists Require that this column contains information Calendar G ves No Ta Enforce unique values Contacts C yes wo Project Tracking Maximum number of cha 255 Default value Discussions Team Discussion Text C Calculated Value Column Validation Understanding the SharePoint Logical Architecture 33 9 You will return to the List Settings page Scroll down to the Columns section again and click the Create Column link to create a new column Enter Current Location for the Column Name scroll down the page select Yes for Require That This Column Contains Information and then click OK Create Column Windows Internet Explorer Le Favorites E http localhost _layouts fidN l Create Column Name and Type Sites Youth Team Site the column Libranes Site Pages Shared Documents Log Files Lists Calendar Tasks Contacts Project Tracking Discussions Team Dis Additional Column Settings A Recycle Bin E All Site Content Specify detailed options for the 11 Repeat steps 9 and 10 to create a column named Person Requesting however do not select Yes for the Require That This Column contains Information item because if the STBASDCOEFF 206060 2D4068C 62D 5 Suggested sites Get More Add ons Type a name for this column and select the type of in
33. etermined Although it is important to be prepared for these politics you shouldn t let them unduly frustrate you It is just the way business is done and there are many justifiable factors that result in this reality If you are doing the administration and implementation you get to discover creative ways to make it happen within the budget Regardless of the method used to determine the budget it is the SharePoint administrator s responsibility to find a way to balance the constraints of the budget with the demands of the users For example if you determined the need for a three server SharePoint farm but you can only implement a two server farm make sure the database server is well optimized so that you get the best performance possible Documenting Everything The final action in the design of a logical taxonomy is the gathering and creation of documentation As you go through the previously described processes you should be Summary 45 creating documentation If you are doing so you will have a head start when you get to the end and are ready to finalize the documentation After designing the logical architecture for your SharePoint 2010 deployment you should have at least three sets of documents Logical architecture diagrams a Business requirements A budget sheet The logical architecture diagrams will visually describe your SharePoint implementation from a logical view It should show the number of server farms site
34. formation you want to store in type of information you selected 830E aj Column name Eurrent Location The type of information in this column is Single line C Multiple lin Choice menu to choose from C Number 1 1 0 Currency ate and Time p information already on this site ed calculation based on other extemal Data C Managed Metadata Require that this column contains information Yes C No m CTT Rit ointrenet Protected Mode fa 100 e 7 projector is in storage no one is responsible for its use at this time 12 When properly completed the Columns section on the List Settings page will look like the following screen Columns A column stores information about each item in the list The following columns are currently available in this list Column click to edit Type Required Projector ID Single line of text Current Location Single line of text v Person Requesting ngle line Created By Modified By Create column Add from existing site columns Column ordering Indexed columns 34 Chapter 1 Planning the Logical Architecture EXERCISE 1 6 continued 13 Within the Lists category in the left sidebar click the Project Tracking link to view the custom list 14 Click the Add New Item link to add an entry to the list 15 In the Project Tracking New Item screen enter the following values for the item Projector ID
35. ge in SharePoint 2010 Newsfeed Windows Internet Explorer g ioj xj vy Favorites 5 3 suggested Sites Get More Add ons EG http server i my defout aspx My Newsfeed My Site My Newsfeed My Content My Profile Find People Pp System Account Site Actions Page Denso ong What s New Stay Connected There are no activities in your newsfeed ay connected by adding colleagues and interests My Colleagues Newsfeed Settings Add people activitie and tagging such agging status mments that you would like to s colleag as profile fa v R10 gt 4 lt Verdana a i Pore bed AWA X lt d gt X Select aste 2 aby AL A arku rs J undo B Z U she x x Styles lt P HTML gt Font Paragraph Styles Markup TRAINING Administrator Everyone a the B Everyone i About me k am the admin 1 like to Everyone Done 7 trusted stes Protected mode off Fa Ams 7 23 24 Chapter 1 Planning the Logical Architecture The most important thing to remember is that My Sites provide two primary information purposes providing information about the users and providing customized information to the users Each SharePoint user can search the profiles to get publicly available information about others users Additionally each SharePoint user may customize her My Site so that she sees i
36. gement Studio R Microsoft SQL Server Management Studio joj xj Fie Edit View Query Debug Tools Window Community Help anew query D D OF bed hg i MP 42 wss_content Eat p m v 2G ied ala Hu 2 e Sg SQLQuery5 sql istrator 54 SQLQuery1 sal inistrator 57 Se Comet VIa YS B SELECT tp_ID E Og Triggers tp_ListId E C Indexes nvarchar 5 0 Statistics nvarchar3 m E dbo Allistsaux nvarchar4 E dbo AlListsPtus FROM WSS_Content dbo Al1UserData m E dbo AlListUniqu WHERE tp_ListId DE 83BS 4 DO38ASAAF H I dbo AlLookupRy Gl dbo AlUserDate 2 Columns il E O Keys m O Constraints E E Triggers T Indexes m O Statistics TE E E dbo alusedate 2 DBEB336E 8385 4038 ABEF 48D038A54AF6 BenQ01 Conference Room A Tom Carpenter frapet DBEB336E 8385 4038 ABBF 48D038A5AAF6 BenQ02 Storage NULL B dbo BuldDepen DBEB336E 8385 4038 ABBF 48D038A5AAF6 Sony02 Conference RoomC Lisa Vasquez m E dbo ColationNs m E dbo commd i ER dhn Conrail Q Quer executed successfully Coca 10 0 SP1 TRAINING Administrator WSS_Content 00 00 00 4rows Ready In Co 1 chi INS 4 Typically you would not use SOL Server Management Studio to directly TE access data in SharePoint lists however it is useful here to actually see the data in the backend database Directly accessing data particularly with INSERT UPDATE and DELETE T SQL commands can cau
37. h can be downloaded from http go microsoft com fwlink 1linkID 160770 and http go microsoft com fwlink 1linkID 166231 respectively The Windows server must be running as a 64 bit operating system Windows Server 2008 comes in either a 32 bit or 64 bit installation so you must choose the 64 bit version and install it on 64 bit hardware Windows Server 2008 R2 is available only in 64 bit editions so this should cause no problems in deployment However it is important to make sure that your virtual environment supports 64 bit operating systems if you plan to deploy SharePoint through virtualization Microsoft Hyper V does support 64 bit operating systems and VMware s ESX servers also support 64 bit operating systems when deployed on 64 bit hardware In addition to using Windows Server 2008 or R2 for your server operating system on your SharePoint servers you must also be running Microsoft Active Directory Domain Services AD DS The AD DS will be running on one or more servers separate from the SharePoint server in most installations The servers on which you plan to install SharePoint should be members of the AD DS domain for user account and group provisioning The AD DS domain provides the users and groups that SharePoint uses for authentication and authorization aaa Although you can install SharePoint 2010 on Windows Vista or Windows 7 TE s this support is intended only for development and testing and should not be used for producti
38. he Search application configuration information as well as the access control list for the crawl component of SharePoint 2010 The database is medium sized in relation to other SharePoint 2010 databases The database is read heavy but read operations are infrequent Crawl The Crawl database is used by the search service application and it stores the state of the crawled data as well as the crawl history The crawl history tracks when the content sources were last crawled for indexing The database is extra large in relation to other SharePoint 2010 databases and it is read heavy Property The Property database is used by the search service application It stores information associated with the crawled data such as properties also called metadata crawl queues and history data The history data includes when the metadata was first discovered by the crawler and when it was last updated The database is from large to extra large in relation to other SharePoint 2010 databases and it is a write heavy database Web Analytics Reporting The Web Analytics Reporting database is used by the Web Analytics service application and it stores aggregated standard report tables data aggregated by groups of sites date and asset metadata and diagnostics information The database can be from extra large to enormous in relation to other SharePoint 2010 databases and the size varies depending on data retention policies If the database becomes too large yo
39. hguratio Kerberos is the recommended Authentication provider security configuration to use with Integrated Windows Negotiate Kerberos authentication Kerberos requires the application pool nTM account to be Network Service Allow Anonymous or special configuration by the domain administrator NTLM G Yes authentication k with any application pool account No and the default domain Use Secure Sockets Layer SSL configuration C Yes Tf you choose to use Secure Sockets Layer SSL you must No add the certificate on each server using th administration tools Until this is done the web application wil be inaccessible from this IIS web site Public URL URL The public URL is the domain http sERVER1 22867 name for all sites that users wil access in this SharePoint Web Zone application This URL domain aston oooO wil be used in al links shown on n z pages within the web application By defaut itis set to the current servername and port http go microsoft com fatink LinkId 114854 38 Chapter 1 Planning the Logical Architecture After you complete Exercise 1 7 the default site will be accessible to anonymous users and this authentication structure will be applied as the custom zone In some scenarios you might want to unextend a web application so that a particular zone is no longer supported This action is accomplished in the Web Applications Management page of Central Administration
40. in and when they are due for completion a Document sharing Everything from Excel workbooks to Adobe PDF documents can be stored in SharePoint document libraries In some cases SharePoint understands the document format and can offer special functions such as data analysis for Excel workbooks In other cases SharePoint simply provides the storage location for the documents Resource library management Resources such as images media files and other data resources can be managed using SharePoint resource libraries and external data lists Line of business integration SharePoint can pull data from line of business LOB applications such as SAP and J D Edwards into reports and lists in SharePoint sites 4 Chapter 1 Planning the Logical Architecture Team collaboration The collaboration features of SharePoint include discussion forums task lists document libraries and workflows Each of these features adds to the collaboration capabilities of SharePoint and can be customized for the needs of the organization As you can see SharePoint is a flexible application offering many different uses for the modern information based organization Exercise 1 1 will help you explore the SharePoint product capabilities further Exploring the SharePoint Product Capabilities In this exercise you will use the Microsoft SharePoint product capabilities page to explore the features and uses of the SharePoint product line 1 2 SO
41. nF Open the Internet Explorer web browser Navigate to http sharepoint microsoft com en us product capabilities Pages default aspx You are presented with a graphical representation of the primary capabilities of SharePoint 2010 Communities deas and work together want Composites Composites Communities Content SharePoint 2010 Composites offers tools and SharePoint 2010 Content makes content components for creating do it yourself business A management easy Set up compliance measures solutions Buiki no code solutions to rapidly SharePoint behind the scenes with features ike document respond to business needs h fention polices and automatic content Insights Content f sorting and then let people work naturally in Microsoft Office Insights Search SharePoint 2010 Insights gives everyone access SharePoint 2010 Search cuts through the clutter to the information in databas A unique combination of relevance refinement business applications Help peo and social cues helps people find the information information they need to make good dex and contacts they need to get ther jobs done Click the Sites capability in the upper left corner of the screen to learn more about sites Click the Back button in the Internet Explorer browser Click on the next capability to learn more about it Repeat steps 5 and 6 until all six capabilities have been explored SharePoint Editions and Fea
42. nagement on a document library which must be performed before you can work with document sets even with the Document Sets feature activated as in Exercise 1 3 1 Open the home page of the top level site in Internet Explorer 2 From the list of Libraries on the left navigation bar click the document library on which you want to enable content type management 3 When the document library page loads select the Library tab on the Ribbon 4 Inthe Setting group on the Ribbon click the Library Settings button 28 Chapter 1 Planning the Logical Architecture EXERCISE 1 4 continued 5 Inthe General Settings category click the Advanced Settings link Document Library Settings Windows Internet Explorer ioj x Document L rary Settings Ste Actions p yy SysEdCo Home Site Shared Documents Document Library SysEdCo Home Site Youth Team Site Sites ust Informatior Youth Team Site Shared Documents http localhost Shared Documents Forma AllItams aspx Libraries Share a document with the team by adding it to this document library Shared Documents fede Permissions and Management Communications Document Library for Document Sets Delet document library Seve document library as templst Lists Perr 1s for this document library Calenda Manege fi r Ta kiaw Settings Contacts 7 Generate file plan repa Metadata
43. ness in central Ohio They were implementing SharePoint for the first time and had no existing SharePoint infrastructure New implementations are always fun because you have full flexibility in how and what you implement as long as the organization budgets for the required edition licenses In the beginning the organization planned to use SharePoint Foundation 2010 At our first meeting shared with them the differences between the SharePoint 2010 editions so that they could make an educated decision do not resell SharePoint licenses in my business simply assist organizations in the implementation of the Microsoft products that they license themselves so have no motive for encouraging organizations to implement the licensed versions of SharePoint 2010 over the free Foundation version In fact my company could make more money charging by the hour by customizing the free Foundation version to meet their needs however when the required features already exist in either the Standard Edition or Enterprise Edition want to what is in the best interest of my client As was reviewing the list of features in the Enterprise Edition came to the Access Services feature Immediately the IT Director interrupted me and said Are you telling Understanding the SharePoint Logical Architecture 13 me that we can take our existing Access databases upgrade them to Access 2010 and then publish them into the SharePoint site so tha
44. nformation on the site that is most useful to her Sub sites Within a site subsites may also be created In fact by default all sites that you create are subsites of the top level site within the site collection To build a hierarchy like the one shown in Figure 1 3 you simply specify the folder hierarchy on the server during site creation For example the intranet site could be at http localhost Intranet and the Sales department site could be at http localhost Sales while the sales performance reports are located at http localhost Sales PerformanceReports The PerformanceReports folder will contain the site for performance reports but it will still be under the inheritance influence of the Sales folder and the top level site Libraries Folders and Document Sets Within each site you have libraries folders and document sets You should understand and plan for each of these items Libraries Libraries are used to store related items for collaboration purposes As shown in Figure 1 7 multiple library types can be added to a SharePoint 2010 site including Asset Data Connection Document Form Picture Report Slide and Wiki Page libraries The content from the libraries may be used in other areas of the site FIGURE 1 7 The new library creation screen showing the various library types in SharePoint 2010 Create j Browse From Asset Library Type Library Categories Content gt A k Er aj A place to share browse
45. ns in a server farm it is important to keep several considerations in mind a Site collections are not connected If you want users to be able to navigate from one site collection to another you will have to manually create the navigation links Search results come only from the current site collection in which the user is operating a When subsites are created in a site collection they inherit the permissions of the top level site Permissions do not cross site collection boundaries and must be manually duplicated in each site collection if desired a Each site collection has up to two administrators One is the primary site collection administrator and the other is the secondary administrator Understanding the SharePoint Logical Architecture 21 Site collections may include several different kinds of sites and within sites subsites may also be used Going further within sites are pages lists libraries folders and documents Each site and component is further described in the following sections Collaboration Sites At the heart of SharePoint 2010 is the concept of collaboration Collaboration is defined as the ability to share information and ideas and to make decisions as a team Many of the SharePoint 2010 site templates are aimed at collaboration Several features of SharePoint 2010 assist in the collaboration process a Lists Lists allow you to share information with other users of the same site This information can includ
46. oint planning should be meeting business requirements A well implemented technology that fails to meet the business demands is really nothing more than an expensive way to heat your facility Let the heating system do its job and make sure the SharePoint servers do theirs by clearly defining business requirements Designing a Logical Taxonomy 43 Requirements analysis is a complex topic by itself which could occupy A hundreds of pages For more information on requirements analysis consider reading the book How to Cheat at IT Project Management by Susan Snedaker Syngress Press 2005 Requirements analysis can be defined as the process of discovering a project s requirements A requirement is anything physical or logical that must be provided by the product of the project in order for the project to be considered successful Simply stated requirements are the things you must achieve at the completion of the implementation of your SharePoint 2010 deployment The product of a project is defined as the result or outcome of the project It is what the project gives you The requirements then are those things that the product must provide in order for the project to be deemed successful Business requirements come from two primary sources internal business requirements and external business requirements Internal requirements will be based on organizational objectives and policies such as security policies employment policies and so on Exte
47. on deployments of the SharePoint infrastructure SharePoint 2010 may be installed on Windows Vista running SP1 or later For both Windows Vista and Windows 7 the Professional Enterprise or Ultimate Editions must be used 20 Chapter 1 Planning the Logical Architecture Site Collections and Sites As shown in Figure 1 1 the next layer under the server farm in the SharePoint logical architecture is the site collection A single farm may provide more than one site collection Site collections are really just administration boundaries that provide trickle down or inherited management for the sites contained within the site collection For example a site collection administrator is by default an administrator of all sites within the collection When a site collection is created a top level site is also created within that collection Site collections provide the central location for permissions and rights management The site collection permission may be overridden at the site and subsite levels but the permissions start at the site collection and top level site Figure 1 2 shows a potential hierarchy from a site collection downward FIGURE 1 2 Potential site collection hierarchy Site Collection Top Level Site Intranet Marketing Sales Department Site Department Site Performance Reports Planning Project Team Blogs When you create multiple site collectio
48. ons Each question was developed into a 60 to 90 second video In the video the question was asked and explanations were given When appropriate quick demonstrations of features were even performed After each video the user was presented with a page of 1 to 3 questions they could answer They were required to answer at least 50 percent of the questions to get the lunch certificate Yes it was bribery and yes there were likely those who really didn t give it much thought however that didn t matter to us because the questions could be answered in two ways Each question had a yes no or maybe response but each question also had an area for the users to type in their own answers The vast majority of users typed in ideas that were both useful for gathering requirements and creative for improving the product we were installing The benefit of the video method was two fold First it allowed us to better explain the system and the questions we were asking Second it whetted the users appetites so that they really wanted the system Breaking down resistance to change in technology is never an easy thing and by showing them the system and gathering their input for it we accomplished both tasks simultaneously Defining Business Requirements When you have interviewed stakeholders gathered survey results and performed team brainstorming you are ready to define the business requirements The most important priority in your ShareP
49. ould be included on the team for input from two very different perspectives The first is the perspective of administration which includes the operational portion of the SharePoint implementation The administrators will be responsible for backups security management feature activation search administration external data connections and any other responsibility that falls in the category of administration This book is focused primarily on the job role of administration The second perspective is that of the developers The developers are responsible for creating custom features solutions and pages They may not activate these additions in the production environment but they will be responsible for creating troubleshooting and updating them In small environments an individual may be responsible for both the development and administration tasks In larger environments these duties are typically separated for both efficiency and security reasons It s more efficient because the individuals can focus their efforts on a smaller subset of knowledge It s more secure because no one individual is responsible for both the development of new code and the implementation of that code Separation of duties helps to increase security In addition to the key roles of shareholders SharePoint administrators and SharePoint developers who should be on the business team you may consider other roles as well The following team members may be considered in
50. quirements specify the what and nonfunctional requirements specify the how While some crossover may exist this is the primary point of separation Defining the Budget The budget will be based on hardware purchases software licenses and man hours If you do not bring in any consultants for the implementation and your organization does not track the cost of employee time against project budget you may disregard man hours However hardware and software costs should always be considered The budget can be developed in two ways The first method is called bottom up budgeting With bottom up budgeting you determine what you want to do how much it will cost and then gain approval for the budget required This is the preferred budgeting method but it is not necessarily the most common Top down budgeting indicates that you are given a budget and you must implement the technology within that budget This is the more common method of deployment In some organizations a fixed IT budget is assigned and something like a SharePoint deployment will be taken out of that budget In these scenarios you often see a mixture of bottom up and top down It s bottom up in the feasibility stage you tell the IT director what it would cost to implement the SharePoint farm or farms you need and then it becomes top down in the implementation stage the IT director tells you how much you actually have and it s usually less than the bottom up method d
51. rnal requirements will be based on regulations from local regulatory bodies such as federal and local governments and their agencies Business requirements can be determined through several methods The first is the user surveys discussed in the preceding section Additional methods include Interviews with the project sponsor a Focus groups Business process analysis Regardless of the method used to gather the information it is the responsibility of the project manager and the team to ensure that the business requirements are well established Out of the business requirements will come the functional and nonfunctional requirements Functional requirements define the capabilities that a system or its components must provide For example the following is a list of functional requirements a Users must be able to store documents in the SharePoint 2010 server farm Users must be able to create custom My Sites Users must be able to customize their starting portal page with information they want to see a Administrators must be able to schedule backups Nonfunctional requirements define how the system must behave Nonfunctional planning items include a Security Performance a Availability a Manageability a Capacity 44 Chapter 1 Planning the Logical Architecture a Scalability Interoperability a Business continuity The major difference between functional and nonfunctional requirements JTE is that functional re
52. rver Farm Databases Application Servers Web Front Ends Site Collection Site Collection Site Site Site The logical architecture includes three elements in a SharePoint 2010 deployment including Server farms m Sites a Site collections All three components are explained in the following sections The physical architecture is explained and developed in Chapter 2 TE Designing the Physical Architecture In that chapter you will learn to plan for the various servers and services that allow the logical architecture to exist For now just remember that the logical architecture defines the way SharePoint appears to the users and the physical architecture defines the actual hardware and software used to implement the logical architecture The Server Farm The server farm is the top level component in the SharePoint 2010 logical architecture Figure 1 1 shows the logical architecture of SharePoint 2010 The architecture is considered a logical architecture because the server farm is not attached to a single physical device although it is a single logical entity The server farm may be spread across multiple servers including database servers application servers and web frontend servers Many organizations will implement a single server farm and require no further deployments However some scenarios require the use of more than one server farm including these a Physically separate data centers or sites tha
53. rvers running SQL Server 2005 or later however SQL Server Express Edition may be used for small scale deployments and testing environments SharePoint 2010 is a 64 bit only product meaning that a 32 bit version s TE is not available This is why the database server used by SharePoint 2010 must be running a 64 bit edition of SOL Server recommend using SQL Server 2008 Enterprise Edition to achieve the best in performance scalability and reliability When you re planning SharePoint 2010 databases one of your key considerations is database size Although exact sizes can t be known until the details are planned you can determine relative size For example the SharePoint Configuration database for a server farm will be between 40 MB and 45 MB right after installation and creation of the first site collection and site This is a small database compared to Content databases The following databases and their relative sizes must be considered when planning a SharePoint Foundation 2010 deployment Configuration The Configuration database contains information about the other SharePoint databases the IIS websites and web applications trusted solutions Web Part packages site templates and web application and farm settings for SharePoint 2010 products including default quotas and blocked file types This database is relatively small compared to other SharePoint 2010 databases and it must be stored on the same database server as the Central A
54. se severe problems for your SharePoint sites and could result in the loss of support from Microsoft In addition to items stored in lists you can create custom pages in the SharePoint sites Custom pages are stored as items in lists within the Content database You can then link to these custom pages from the home page of the site or from any other page Custom pages are useful for delivering static content or custom collections of dynamic content within your SharePoint site SharePoint Zones The final element in the logical hierarchy is the SharePoint zone A zone represents a logical path used to gain access to the sites in the SharePoint web application Stated as simply as possible a zone is an IIS website used to access SharePoint web applications The logical path could be an intranet path such as SharePoint company local or an Internet path such as SharePoint company com Up to five zones may be associated with the web application All web applications start with the default zone but the intranet extranet Internet and custom zones may also be used Don t be confused by the zone names such as intranet and extranet the names are only there as a reference For example you could implement a zone using the Internet 36 Chapter 1 Planning the Logical Architecture name that is never accessed from the Internet That is not Microsoft s intention but it could be done The names are simply there to help you remember why you ar
55. t and significant highlights related to each edition TABLE 1 1 SharePoint 2010 Edition SharePoint Editions and Features Licensing SharePoint 2010 Core Editions and Important Facts Important Facts Foundation Standard Enterprise Windows Server must be licensed SOL Server Standard Edition is recommended SOL Server Express Edition may be used for small scale deployments Foundation Edition license is free Windows Server must be licensed SOL Server Standard or Enterprise Edition is recommended SharePoint Server 2010 must be licensed Windows Server must be licensed SOL Server Enterprise Edition is recommended SharePoint Server 2010 must be licensed Features by Edition Provides a collaboration and content management platform Web based applications may be built and customized atop this platform Is useful for small businesses and departmental deployments Provides all of the capabilities of the Foundation Edition Supports search capabilities Supports My Sites and user profiles Supports social tagging Is useful for medium to large businesses and smaller deployments demanding the features provided by this edition Provides all of the capabilities of the Foundation and Standard Editions Supports Business Intelligence components such as Access Services and Excel Services Supports PerformancePoint services Is useful for large businesses and smaller deploymen
56. t are better optimized by having the entire SharePoint server farm localized a Security policies that require the separation of data and application management according to strict rules that cannot be implemented in a single server farm Understanding the SharePoint Logical Architecture 15 a Extremely large organizations that demand better performance than can be achieved through single server farms in such large scale installations It is important to understand that all three server types database application and web frontend can exist as a single physical server or as three or more separate servers Additional complexity is added in that three or more servers can be used through virtualization on a single physical server This is why the server farm is considered to be a logical concept and the physical implementation of it the three server types mentioned here can vary greatly from organization to organization and from deployment to deployment within an organization All three server types must run on Windows Server 2008 or Windows Server 2008 R2 The server types and Windows Server 2008 are further explained in the following sections The Database Server The database server stores the databases for both configuration and content in the SharePoint server farm The configuration database is smaller usually less than 100 MB but the Content databases can be several gigabytes in size SharePoint 2010 supports only SQL Server database se
57. t other users can access them and manage the data in them asked him if he would like a demonstration and he said that he would booted up my SharePoint Server 2010 Enterprise Edition virtual machine took a copy of one of their Access 2007 databases and opened it in Access 2010 Next published the database into the SharePoint server and then accessed it within the web browser Needless to say this simple demonstration caused the organization to choose the Enterprise Edition of SharePoint Server 2010 In this scenario the organization estimated that they had more than 60 Access databases they wanted to import into the SharePoint sites In fact they had been considering converting all of their Access databases to SOL Server and creating custom web applications to access the data With SharePoint Foundation 2010 this more complex and time consuming process would have been the only option With SharePoint Server 2010 Enterprise Edition the process was simpler and took far less time In fact the organization had all of their databases up and running through SharePoint 2010 Access Services within three weeks of implementing the SharePoint product In larger organizations converting the Access databases to a SOL Server database application may be preferred The reason is simple larger organizations tend to use larger databases Smaller organizations however often work with several small Access databases and the ability to easily centrali
58. terprise Edition is used all of the databases included in SharePoint Standard and Foundation Editions must be considered and two additional databases are used Word Automation Services The Word Automation Services database is used by the Word Automation Services service application It stores information about pending and completed document conversion processes This database is relatively small compared to other SharePoint databases and significant growth is unlikely PerformancePoint The PerformancePoint database stores temporary objects and permanent user comments and settings The database is relatively small compared to other SharePoint databases This is a read heavy database so it should be storage optimized for read operations Because of the large number of databases involved in an Enterprise Edition deployment it is common to implement more than one SQL server Chapter 2 provides more information about sizing and configuring SQL Server database servers and databases for SharePoint 2010 deployments The Application Server The second server type at the server farm level is the application server The application server runs the service applications used by the SharePoint sites within the server farm Multiple application servers are supported and may be used for performance improvements or for fault tolerance Service applications and application servers are covered in more detail in Chapter 8 Planning Service Applications The
59. the administrators and their related objects and properties It is a small database in relation to other SharePoint 2010 databases It is a read heavy database Application Registry The Application Registry database is used by the service application of the same name It stores data required for backward compatibility with the Business Data Connectivity API This database is used only during an upgrade Once the upgrade is complete the database may be safely deleted It is a small database when compared with other SharePoint 2010 databases and it is a read heavy database Subscription Settings The Subscription Settings database is used by the Microsoft SharePoint Foundation Subscription Settings service and it stores features and settings information for hosted customers The database does not exist by default and must be created in SQL Server if you are deploying a multitenant SharePoint 2010 installation The database is relatively small compared to other SharePoint 2010 databases and it is a read heavy database Understanding the SharePoint Logical Architecture 17 When deploying SharePoint Server 2010 Standard Edition the SharePoint Foundation 2010 databases must all be considered and several additional databases must be considered as well The following databases are added when Standard Edition is used instead of Foundation Search Administration The Search Administration database is used by the search service application It stores t
60. the home page click the Lists item 3 Onthe All Site Content page that is displayed click the Create button All Site Content Windows Internet Explorer ioj xj go p ocalhost layouts vievists aspx BaseType 0 hte x PB Soge Pilz iy Favorites lt gt Suggested Sites Get More Add ons Al Site Content A D r Pags Safety Toos r System Account Site Actions p SysEdCo Home Site All Site Co e Displays all sites lists and libraries in this site Iliket Tags amp Notes SysEdCo Home Site Youth Team Site Search this site 2 Sites amp Site workflows View Lists v Youth Team Site Items Last Modified Libraries like Site Pages Sian trek nts status ENI s lisi ack upcoming events status eee Shared Documents CS Annoumomoenis or other team ne see i Loa riles i Use the Calendar list to keep informed of it MS Calendar upcoming meetings deadlines and othe 1 3 months ag important e Lists 4 Contacts Calendar 3 Content and Structure Reports Tasks Contacts Links Discussions Team D a Recycle Bin z http focalhost _lsyouts viewlsts aspx 7BaseType 0 Fa R10 7 4 Scroll down in the list and select the Custom List item 5 Inthe right sidebar enter the name Project Tracking and click Create to create the custom list 32 Chapter 1 Planning the Logical Architecture EXERCISE 1 6 continued Create Browse From Installed Items gt Office com Custom
61. the process you will want to more formally finalize the documentation To assist you in the planning process Microsoft provides several planning worksheets at their TechNet website The worksheets are available to individuals with or without a paid TechNet account at http technet microsoft com en us library cc262451 aspx 40 Chapter 1 Planning the Logical Architecture Building a Business Team The first and most important step in planning a SharePoint 2010 logical design and deployment is the formation of a planning team The team should include members from several areas of business At a minimum the following team members should be selected a Stakeholders a SharePoint administrators a SharePoint developers Stakeholders will be most heavily involved during the requirements gathering process and the later testing processes If they do not have input in the requirements gathering process you are likely to overlook several important requirements The stakeholders include business users management and IT support staff who do not directly interact with the SharePoint implementation For example while the network administrators may never perform actions directly against the SharePoint servers they manage the network that must be used to access the servers If the network administrators are not involved in the planning you will be sure to overlook key factors in the network infrastructure The SharePoint administrators and developers sh
62. tored in a single Content database In such scenarios a database larger than 200 GB must be used and the storage method must be carefully considered For example using SQL Server Enterprise Edition table partitioning could be used so that part of the database is stored on one RAID array and another part is stored on another RAID array Such configurations can allow for acceptable performance with very large databases VLDBs Content databases will vary in read and write operations depending on use In some implementations Content databases are write heavy with extensive data entry operations in lists In other implementations the site content remains mostly static and for every change made hundreds of view or read operations take place You will have to analyze your environment and optimize the SQL Server database storage for the read heavy write heavy or balanced read write operations taking place Usage The Usage database is used by the Usage and Health Data Collection service application It temporarily stores health monitoring and usage data and it may also be used for reporting and diagnostics The database is extra large when compared to other SharePoint 2010 databases but the size will vary depending on the data retention policy It is a write heavy database Business Data Connectivity The Business Data Connectivity database is used by the service application of the same name It stores external content types which are created by
63. ts demanding the features provided by this edition One of the most important decisions you will make when implementing SharePoint 2010 is which edition to install You cannot make this decision without considering the features offered by each edition and this section provides the rather lengthy list of features offered by the SharePoint product line First the SharePoint Foundation 2010 Edition features are included with every edition of SharePoint The following list of SharePoint Foundation 2010 features shows just how powerful the product is Chapter 1 Planning the Logical Architecture Accessibility Blogs Browser based Customizations Business Connectivity Services Business Data Connectivity Service Claims Based Authentication Client Object Model OM Configuration Wizards Connections to Microsoft Office Clients Connections to Office Communication Server and Exchange Cross Browser Support Developer Dashboard Discussions Event Receivers External Data Column External Lists High Availability Architecture Improved Backup and Restore Improved Setup and Configuration Language Integrated Query LINQ for SharePoint Large List Scalability and Management Managed Accounts Mobile Connectivity Multilingual User Interface Multi Tenancy Out of the Box Web Parts Patch Management Permissions Management Photos and Presence Quota Templates Read Only Database Support Remote Blob Storage SQL Feature REST and ATOM Data
64. tures 5 SharePoint 2010 is not an entirely new product SharePoint has existed as a product in previous versions and the SharePoint 2010 release adds new features One of the primary new features is a major interface overhaul The result is a look and feel similar to Microsoft Office 2007 and 2010 with the use of the Ribbon Exercise 1 2 will help you explore the new interface using Microsoft s website Viewing the New SharePoint 2010 Interface In this exercise you will use the Microsoft website to access and view a video of the new SharePoint 2010 interface You will learn how to install SharePoint 2010 in Chapter 4 Planning for Farm Deployment This video will allow you to experience the interface without installing the product 1 Open the Internet Explorer web browser 2 Navigate to http www microsoft com 3 Inthe Bing search field enter the phrase sharepoint 2010 feature details sharepoint ribbon and click the Search Microsoft com magnifying glass button sharepoint 2010 feature details sharepoint ribbor Oir g 4 Click the first link titled Feature Details to navigate to the page Instead of searching in steps 2 and 3 you can navigate directly to the following URL http sharepoint microsoft com en us product Pages Feature Details aspx Capability Sites amp FeatureID 16 5 Click in the video window anywhere to begin playback Alternatively you may download the video to your computer and then pl
65. u may want to consider retaining data for shorter periods of time or archiving the data to a separate reporting server This database tracks all of the use accesses so you can see what is being used on your SharePoint sites Because the Web Analytics service application can take advantage of a SQL Server Enterprise Edition feature called table partitioning the SQL Server Enterprise Edition should be used to store this database Web Analytics Staging The Web Analytics Staging database is used by the Web Analytics service application for storage of unaggregated data asset metadata and queued batch data The database is medium sized in relation to other SharePoint 2010 databases State The State database is used by the State InfoPath Forms Services and Visio Services service applications It stores temporary state information for these service applications as well as for the chart web part The database size is medium to large in relation to other SharePoint 2010 databases It is a slightly read heavy database with moderate write operations Profile The Profile database is used by the User Profile service application and it stores and manages user information and data The database is medium to large in relation to other SharePoint 2010 databases It is a read heavy database Synchronization The Synchronization database is used by the User Profile service application It stores configuration and staging data for use when profile information is syn
66. using the Delete gt Remove SharePoint from IIS Web Site option Be careful to delete only the extended web application Figure 1 10 shows the Remove SharePoint from IIS Web Site dialog that would be used to remove the Custom Zone settings enabled in Exercise 1 7 FIGURE 1 10 Removing a zone or unextending a web application Remove SharePoint From IIS Web Site al Deletion Options S web site and zone to remove SharePoint Custom Zone Custom Decide if you would like to remove the association of eb si th this web application or actually deleted even if other non SharePoint applications are using them Designing a Logical Taxonomy Now that you understand the logical architecture of SharePoint 2010 deployments you can begin planning the structure and naming convention for it Remember this is also called a logical taxonomy and that is how Microsoft references it in the exam objectives for exam 70 668 Don t let the fancy word taxonomy confuse you if you re new to information management and information architectures It means exactly the same thing it does in the field of biology A taxonomy is a naming and classification structure usually hierarchical in nature used to conceptualize and organize complex systems The logical taxonomy of your SharePoint deployment will simply be the logical architecture or structure you choose to implement Stated differently it is the structure of the server farms site
67. ussio Information management policy Visible on New Buttor Default Content Type ment v v ibrary allows multiple umn are now specified by t library Used in a a ER Localintranet Protected Mode OF fa R10 4 30 Chapter 1 Planning the Logical Architecture EXERCISE 1 5 continued 6 On the Add Content Types screen click the Document Set content type and then click the Add button Add Content Types Windows Internet Explorer x joj xj Ly Favorites 5 2 suggested Sites Get More Add ons Add Content Types fh gt By 3 mm Pages Safety Toos r System Account Site Actions gf 7 a SysEdCo Home Site Shared Documents Document Library Settings Add Content Types ZH Vv Use this page to add new content types to this list I Like It Tags amp Notes Sys dCo Home Site Youth Team Site e Sites Select Content Types 7 te content types from Youth Team Site Select fro All Groups avatabie to ack Available Site Content Types Content types to add Librarie Allow any content type z Article Page Site Pa Audio 2 Basic Page EE Shared Documents Dublin Core Columns oem Bocan Gear for Enterprise Wiki Page Image Link to a Document List View Style Lists Master Page Calendar Description ane Create a document set when you want to menage multiple documents as a single work product Contac Group Document Set Content Types OK Cancel x 4
68. ze these databases through SharePoint is phenomenal Understanding the SharePoint Logical Architecture SharePoint 2010 deployment planning involves the creation of a logical architecture which is also called a logical taxonomy and a physical architecture The SharePoint administrator should be involved in the planning of these architectures and will hopefully be leading the project Both architectures are designed very early on in the SharePoint deployment project and the rest of the project the actual development testing and installation of the production environment will depend heavily on these architectures The goal is to create a SharePoint 2010 production environment that meets the needs of your users and allows them to work as efficiently as possible A production environment or production system in Information Technology IT terms is really just an installed system that users utilize for real business activity The logical architecture defines the structure of the SharePoint content It is usually considered to be synonymous with the information architecture IA IA is usually referenced in the context of websites SharePoint 2010 is used to implement such websites so it is important to get the IA right and to get it right from the very beginning of your deployment project Figure 1 1 shows the logical architecture 14 Chapter 1 Planning the Logical Architecture FIGURE 1 1 The SharePoint 2010 logical architecture Se

Wiley Microsoft SharePoint 2010 Administration: Real World Skills for MCITP Certification and Beyond (Exam 70-668)

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