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SharePoint Saturday NZ
Best Practices - for SharePoint 2010 Infrastructure Deployments

                               December 10th 2010

      Patrick Harkins – Senior SharePoint Architect, SharePoint Consultant
Who Am I
• SharePoint Elite (Infrastructure)
  – First in the world
• SharePoint 2010 IT Pro Ignite Trainer
  – For New Zealand
• patrick@knowledgecue.com
• www.knowledgecue.com
Session Agenda
• SharePoint Infrastructure 101
  – Technologies
  – Considerations
• Before Installation Begins
  – SQL Recommendations
  – OS Recommendations
  – SharePoint Recommendations
• Installation Best Practice
• Post Installation
SharePoint Infrastructure 101
Technologies

• 3 Distinct Application Technologies
  – IIS (Internet Information Services)
  – MSSQL (Microsoft SQL Server)
  – SharePoint
• 3 Distinct Operational Technologies
  – AD (Active Directory)
  – DNS (Domain Name System)
  – OS (Operating System)
SharePoint - The Technology Layer

 User Profiles
                 ForeFront                                              Configuration
     and                                                Messaging and                    Content
                  Identity   .Net Framework   ASP.net                    and Service                Data Recovery
Organisational                                          Communication                   Databases
                 Manager                                                 Databases
 Information




                                                        Exchange
                              Internet Information       Server +
    Active Directory                                                        SQL Server 2005/2008 (x64)
                                    Services               Lync
                                                          Server
Considerations

• IIS Version (based on OS version)
• MSSQL Version
  – Standard vs Enterprise
  – 2005 vs 2008 vs 2008 R2
  – Standalone vs Cluster
• SharePoint
  – Foundation vs Standard vs Enterprise
• AD (Active Directory)
  – Domain Functional Level (relates to Kerberos)
Considerations cont.

• OS (Operating System)
  – 2008 x64 vs 2008 R2
  – Standard vs Enterprise
• Requirements
  – Business Requirements
  – Information Architecture
  – End User
  – Development
Before Installation Begins
SQL Recommendations

• SQL Server (64bit only)
  – SQL 2008 R2
  – SQL 2008+SP1+CU2 (or greater)
     • Do not use CU3 or CU4, Use CU2, CU5, or a
       later CU than CU5.
  – SQL 2005 w/SP3 – supported / not recommended
    for large deployments
OS Recommendations

• OS (64bit only)
  – Windows Server 2008 R2
  – Windows Server 2008+SP2
• Server capacity
  – SQL and SharePoint?
• Virtualisation vs Physical
SharePoint Recommendations

• Naming Conventions
  – Service/Managed Accounts
  – Databases
  – Web Applications/Application Pools
  – Service Applications/Application Pools
Installation Best Practice
Some Best Practice
• Naming Convention
    – Database, Service Accounts, Service Applications
    – Web Applications/Pools
•   Script the Installation and Configuration
•   Use of SQL Alias
•   Use of DNS records (A-Records)
•   Use of Port 80 & 443 for Web Applications
•   Kerberos vs NTLM
•   SQL Database Maintenance
Naming Convention – Service Ac
Description                              Account name                 Comments
SharePoint Setup Account (Setup user     DOMAINsrvXXXSPSetup         Member of the Local Administrators group on each server where
account)                                                              SharePoint is being installed.
                                                                      Member of the following SQL Server security roles:
                                                                      securityadmin fixed server role
                                                                      dbcreator fixed server role
                                                                      If Windows PowerShell cmdlets are used that affect a database, this
                                                                      account must be a member of the db_owner fixed database role for the
                                                                      database.
                                                                      This account is used to initiate the set up process on each server.

SharePoint Farm Service Account          DOMAINsrvXXXSPFarmSvc       Configure and manage the server farm.
(Server farm account or database                                      Act as the application pool identity for the SharePoint Central
access account)                                                       Administration Web site.
                                                                      Run the Microsoft SharePoint Foundation Timer Service. Additional
                                                                      required machine level and database permissions are granted
                                                                      automatically to this account when SharePoint services are configured.

SharePoint Service Applications and      DOMAINsrvXXXSPServiceApps   Account used to initiate service applications. This account is used by
Shared Service Applications Account                                   application pools for specific Service applications.

SharePoint User Profile and Properties   DOMAINsrvXXXSPUPSSvc        This account has been granted Active Directory delegation and replicate
Access Account                                                        changes rights required for the user profile synchronisation service.




SharePoint Managed Metadata              DOMAINsrvXXXSPMMSSvc        The account used by the managed metadata service application pool.
Account
Naming Convention - Database
SP_CONFIG_XXX                   800   20   10   10

SP_CONTENT_CA_XXX               250   20   10   10

SP_SERVICE_STATESERVICE_XXX     30    10   5    5

SP_SERVICE_USAGE_XXX            300   50   50   5

SP_SERVICE_WORDAUTOMATION_XXX   20    20   10   5

SP_SERVICE_BCS_XXX              50    10   10   5

SP_SERVICE_WEBSTAGE_XXX         50    50   20   5

SP_SERVICE_WEBREPORT_XXX        100   50   20   5

SP_SERVICE_METADATA_XXX         50    20   20   5

SP_SERVICE_PROFILE_XXX          150   50   20   10

SP_SERVICE_SOCIAL_XXX           100   50   20   10

SP_SERVICE_SYNC_XXX             200   50   50   10
Script the Provisioning and Configuration
Use of SQL Alias
A SQL Server alias enables protection from SQL Server configuration
changes in a SharePoint farm

    It enables you to define a local alias name to connect to with a SQL
    Client

      Cliconfg.exe, SQL Server Client tools along with DNS are two
      methods for creating a SQL alias


    For Servers without SQL Server Client tools use Cliconfg.exe


Following a SQL failure, or if you want to migrate to a different SQL Server,
update the SQL Server Alias on each server to reference the new SQL Server
Use of DNS records
Used to reference “friendly” SharePoint Web Application URL’s


        DNS records created as an A record


            A records work better with Kerberos


            DNS records used in conjunction with Host Headers


        Friendly URL’s lend themselves to scaling out SharePoint Farms

DNS records created for all web applications
•CA the exception unless external access required
Use of Port 80 & 443 for web
         applications
SharePoint forms the basis of Web Applications

    Web applications belong on port 80 or 443 for future proofing

     Extending the web application out side the organisation > less
     reconfiguration when standard web ports are used

     Greater interoperability when communicating with BI and LOB applications


    Firewalls that block non standard web ports

Loss of functionality and inaccessible links for extended sites
Kerberos vs NTLM
NTLM is a lightweight and efficient protocol. Chatty




      Kerberos is industry standard protocol. Less Chatty



        Small SharePoint farm, simple AD domain with few servers in the farm, and SharePoint not
        required to authenticate with other applications, NTLM is a good choice.


      Large SharePoint farm or large number of users where SharePoint integrates with other
      applications like SSRS, Kerberos is a good choice. Kerberos solves double hop application domain
      authentication challenges.


5 steps to implement. SPN creation, Server and User delegation, Web application configuration, test.
• Fiddler 2
SQL Database maintenance
 Some of the ways you can optimize your database are
 • Defragmentation of the SharePoint databases
 • Defragmenting indexes – This is more beneficial to do indexes rather than tables for
   database performance
 • Shrink Database and log files

      Create maintenance plans
      • Check database integrity
      • Shrink Database Reorganize Index
      • Rebuild Index
      • Maintenance Clean-up task



 Un-supported Database operations
 • http://support.microsoft.com/kb/841057/en-us
Post Installation
Daily Tasks

•   Performing Physical Environmental Checks
•   Performing and Monitoring Backups
•   Checking Disk Usage
•   Checking the Event Viewer
•   Monitoring Server Performance
•   Monitoring Network Performance
Weekly Tasks

•   Archive Event Logs
•   Check for Security Updates
•   Review SLA Performance Figures
•   Archive Data
•   Environmental Tests
•   Database Maintenance
Monthly Tasks

• Security Checks
• Capacity Planning
• Disaster Recovery Test
Key considerations on the impact of
SharePoint infrastructure
Type of SharePoint Implementation

Considerations                 Type
• No of users                  • Single Server Farm
• Type of user                 • Multiple Server Farm
• Target audiences             • Multiple Farm Multiple Server
• Structure of organisation    • Dedicated Service Application
• Type of access                 Farm
• End user engagement          • Development and Test Farms
• Information Architecture     • Fail over Farm
• Existing supporting
  infrastructure
• Performance and Redundancy
• Cost
Users and type of user


           Read vs
        collaboration



                   Light,
   End user
                  Medium,
   adoption
                   Heavy
Type of Access
(Internal, External, Internet)
                 Internal
                 • URL
                 • Authentication
                   Model (Classic vs
                   Claims, FBA,
                   Integrated, NTLM vs
                   Kerberos)
                                 External
                                 • URL, Zone,
      Internet                     HTTPS
      • Type of user             • Access to
      • Type of site               External Site
                                 • Target
                                   Audience
Physical Topology Changes

•   Architectural Components
•   Web Front End Server Changes
•   Application Server Changes
•   SQL Server Changes
Architectural Components
•   Architecture is familiar, many more design choices
•   No single point of failure
•   Web Front End Servers (WFE) – Some changes, mostly
    optimization
•   Application Servers – Many changes
•   MSSQL – Some changes and heavy optimization
•   2010 is more flexible than 2007
Web Front End Server
              (WFE) Changes
                                                         • New Hive
                                                           Folder (14)
• New client protocol
   (transports only
        deltas)


                        • Throttling feature to better
                             manage peak loads

    • New Usage
      Logging and                                            • Client
      Health data                                          synchronization
                                                              changes
Application Server Changes
• Many more services can run on an App Server

• No More SSP (Upgraded it becomes the Search
  Service and Profile Service)
• User Code Service is a separate isolated service that
  can run on one to many servers in the farm to isolate
  “sandbox” code
• You can configure on a content db basis which server
  should be used to run timer jobs for that content db.
  You can also specify on which servers workflow timer
  jobs should run
MSSQL Server Changes
•       Many more databases to manage
    •    Most service applications will have their own
         database
    •    People service has 3, Search can have multiple
         crawl and property store databases
•       Snapshot management
    •    You can force snapshots during backup
    •    Content Deployment will support working off
         snapshots
MSSQL Server Changes cont...

•       Unattached content database restore
    •    Browse through a content database that isn’t
         joined to a farm to find content to restore
•       Remote Blob Storage API
    •    Replaces External Blob Storage (EBS) from
         SharePoint 2007
    •    Supports file stream providers for external storage
Typical NZ Infrastructure
Environments
Typical NZ deployment scenarios

                     Start
Web Front End
Servers (WFE)        •   Dual/Quad Core Processors
                     •   8GB for WFE (Virtualised)
                     •   8GB for APP (Virtualised)
                     •   8GB for SQL < Shared/Dedicated
   Application
  Servers (WFE)
                     Suitable for typical medium size
                     organisations in NZ (200-500 users)

   Database
Backend (Shared)     • Collaboration sites (light)
                     • Project Sites
                     • Intranet
Typical NZ deployment scenarios

Web Front End        Good
Servers (WFE)
                     • Dual/Quad Core Processors
                     • 8GB for WFE (Virtualised)
                     • 8GB for APP (Virtualised)
   Application       • 16GB for SQL on a cluster or log
  Servers (WFE)
                       shipping
                     • Can support more than 1500+ users

   Database
Backend (Shared)
Large deployment scenarios
                   NLB

                          Best (Large high availability)
Web Front End             • Quad Core Processors
Servers (WFE)
                          • 8>12GB for WFE x 2
                          • 8>12GB for APP x 2
  Application
 Servers (WFE)
                          • 16>32GB for SQL on a cluster with
                            log shipping/mirror
                          • 10k users
   Database
   Backend
  (Dedicated)
References
• SharePoint Server 2010 capacity management: software boundaries and limits
  http://www.microsoft.com/downloads/details.aspx?FamilyID=66438e41-
  5733-448a-bd76-a8052b394fe2&displaylang=en
• Capacity management and sizing for SharePoint Server 2010
  http://www.microsoft.com/downloads/details.aspx?familyid=B9091243-0E17-
  404D-8853-57309F885722&displaylang=en
• Topologies for SharePoint Server 2010
  http://www.microsoft.com/downloads/details.aspx?familyid=FD686CBB-8401-
  4F25-B65E-3CE7AA7DBEAB&displaylang=en
• Services in SharePoint 2010 Products
  http://www.microsoft.com/downloads/details.aspx?familyid=B9CA7745-FFA4-
  43CA-A638-E1AD868187CE&displaylang=en
• Plan browser support (SharePoint Server 2010)
  http://technet.microsoft.com/en-us/library/cc263526(office.14).aspx
Discussion
Thank you..

• patrick@knowledgecue.com for any questions
  and feedback on today
• Do you want to work with us?
• sharepoint@knowledgecue.com
Thank you to our Sponsors




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SharePoint 2010 best practices for infrastructure deployments SharePoint Saturday NZ

  • 1. SharePoint Saturday NZ Best Practices - for SharePoint 2010 Infrastructure Deployments December 10th 2010 Patrick Harkins – Senior SharePoint Architect, SharePoint Consultant
  • 2. Who Am I • SharePoint Elite (Infrastructure) – First in the world • SharePoint 2010 IT Pro Ignite Trainer – For New Zealand • patrick@knowledgecue.com • www.knowledgecue.com
  • 3. Session Agenda • SharePoint Infrastructure 101 – Technologies – Considerations • Before Installation Begins – SQL Recommendations – OS Recommendations – SharePoint Recommendations • Installation Best Practice • Post Installation
  • 5. Technologies • 3 Distinct Application Technologies – IIS (Internet Information Services) – MSSQL (Microsoft SQL Server) – SharePoint • 3 Distinct Operational Technologies – AD (Active Directory) – DNS (Domain Name System) – OS (Operating System)
  • 6. SharePoint - The Technology Layer User Profiles ForeFront Configuration and Messaging and Content Identity .Net Framework ASP.net and Service Data Recovery Organisational Communication Databases Manager Databases Information Exchange Internet Information Server + Active Directory SQL Server 2005/2008 (x64) Services Lync Server
  • 7. Considerations • IIS Version (based on OS version) • MSSQL Version – Standard vs Enterprise – 2005 vs 2008 vs 2008 R2 – Standalone vs Cluster • SharePoint – Foundation vs Standard vs Enterprise • AD (Active Directory) – Domain Functional Level (relates to Kerberos)
  • 8. Considerations cont. • OS (Operating System) – 2008 x64 vs 2008 R2 – Standard vs Enterprise • Requirements – Business Requirements – Information Architecture – End User – Development
  • 10. SQL Recommendations • SQL Server (64bit only) – SQL 2008 R2 – SQL 2008+SP1+CU2 (or greater) • Do not use CU3 or CU4, Use CU2, CU5, or a later CU than CU5. – SQL 2005 w/SP3 – supported / not recommended for large deployments
  • 11. OS Recommendations • OS (64bit only) – Windows Server 2008 R2 – Windows Server 2008+SP2 • Server capacity – SQL and SharePoint? • Virtualisation vs Physical
  • 12. SharePoint Recommendations • Naming Conventions – Service/Managed Accounts – Databases – Web Applications/Application Pools – Service Applications/Application Pools
  • 14. Some Best Practice • Naming Convention – Database, Service Accounts, Service Applications – Web Applications/Pools • Script the Installation and Configuration • Use of SQL Alias • Use of DNS records (A-Records) • Use of Port 80 & 443 for Web Applications • Kerberos vs NTLM • SQL Database Maintenance
  • 15. Naming Convention – Service Ac Description Account name Comments SharePoint Setup Account (Setup user DOMAINsrvXXXSPSetup Member of the Local Administrators group on each server where account) SharePoint is being installed. Member of the following SQL Server security roles: securityadmin fixed server role dbcreator fixed server role If Windows PowerShell cmdlets are used that affect a database, this account must be a member of the db_owner fixed database role for the database. This account is used to initiate the set up process on each server. SharePoint Farm Service Account DOMAINsrvXXXSPFarmSvc Configure and manage the server farm. (Server farm account or database Act as the application pool identity for the SharePoint Central access account) Administration Web site. Run the Microsoft SharePoint Foundation Timer Service. Additional required machine level and database permissions are granted automatically to this account when SharePoint services are configured. SharePoint Service Applications and DOMAINsrvXXXSPServiceApps Account used to initiate service applications. This account is used by Shared Service Applications Account application pools for specific Service applications. SharePoint User Profile and Properties DOMAINsrvXXXSPUPSSvc This account has been granted Active Directory delegation and replicate Access Account changes rights required for the user profile synchronisation service. SharePoint Managed Metadata DOMAINsrvXXXSPMMSSvc The account used by the managed metadata service application pool. Account
  • 16. Naming Convention - Database SP_CONFIG_XXX 800 20 10 10 SP_CONTENT_CA_XXX 250 20 10 10 SP_SERVICE_STATESERVICE_XXX 30 10 5 5 SP_SERVICE_USAGE_XXX 300 50 50 5 SP_SERVICE_WORDAUTOMATION_XXX 20 20 10 5 SP_SERVICE_BCS_XXX 50 10 10 5 SP_SERVICE_WEBSTAGE_XXX 50 50 20 5 SP_SERVICE_WEBREPORT_XXX 100 50 20 5 SP_SERVICE_METADATA_XXX 50 20 20 5 SP_SERVICE_PROFILE_XXX 150 50 20 10 SP_SERVICE_SOCIAL_XXX 100 50 20 10 SP_SERVICE_SYNC_XXX 200 50 50 10
  • 17. Script the Provisioning and Configuration
  • 18. Use of SQL Alias A SQL Server alias enables protection from SQL Server configuration changes in a SharePoint farm It enables you to define a local alias name to connect to with a SQL Client Cliconfg.exe, SQL Server Client tools along with DNS are two methods for creating a SQL alias For Servers without SQL Server Client tools use Cliconfg.exe Following a SQL failure, or if you want to migrate to a different SQL Server, update the SQL Server Alias on each server to reference the new SQL Server
  • 19. Use of DNS records Used to reference “friendly” SharePoint Web Application URL’s DNS records created as an A record A records work better with Kerberos DNS records used in conjunction with Host Headers Friendly URL’s lend themselves to scaling out SharePoint Farms DNS records created for all web applications •CA the exception unless external access required
  • 20. Use of Port 80 & 443 for web applications SharePoint forms the basis of Web Applications Web applications belong on port 80 or 443 for future proofing Extending the web application out side the organisation > less reconfiguration when standard web ports are used Greater interoperability when communicating with BI and LOB applications Firewalls that block non standard web ports Loss of functionality and inaccessible links for extended sites
  • 21. Kerberos vs NTLM NTLM is a lightweight and efficient protocol. Chatty Kerberos is industry standard protocol. Less Chatty Small SharePoint farm, simple AD domain with few servers in the farm, and SharePoint not required to authenticate with other applications, NTLM is a good choice. Large SharePoint farm or large number of users where SharePoint integrates with other applications like SSRS, Kerberos is a good choice. Kerberos solves double hop application domain authentication challenges. 5 steps to implement. SPN creation, Server and User delegation, Web application configuration, test. • Fiddler 2
  • 22. SQL Database maintenance Some of the ways you can optimize your database are • Defragmentation of the SharePoint databases • Defragmenting indexes – This is more beneficial to do indexes rather than tables for database performance • Shrink Database and log files Create maintenance plans • Check database integrity • Shrink Database Reorganize Index • Rebuild Index • Maintenance Clean-up task Un-supported Database operations • http://support.microsoft.com/kb/841057/en-us
  • 24. Daily Tasks • Performing Physical Environmental Checks • Performing and Monitoring Backups • Checking Disk Usage • Checking the Event Viewer • Monitoring Server Performance • Monitoring Network Performance
  • 25. Weekly Tasks • Archive Event Logs • Check for Security Updates • Review SLA Performance Figures • Archive Data • Environmental Tests • Database Maintenance
  • 26. Monthly Tasks • Security Checks • Capacity Planning • Disaster Recovery Test
  • 27. Key considerations on the impact of SharePoint infrastructure
  • 28. Type of SharePoint Implementation Considerations Type • No of users • Single Server Farm • Type of user • Multiple Server Farm • Target audiences • Multiple Farm Multiple Server • Structure of organisation • Dedicated Service Application • Type of access Farm • End user engagement • Development and Test Farms • Information Architecture • Fail over Farm • Existing supporting infrastructure • Performance and Redundancy • Cost
  • 29. Users and type of user Read vs collaboration Light, End user Medium, adoption Heavy
  • 30. Type of Access (Internal, External, Internet) Internal • URL • Authentication Model (Classic vs Claims, FBA, Integrated, NTLM vs Kerberos) External • URL, Zone, Internet HTTPS • Type of user • Access to • Type of site External Site • Target Audience
  • 31. Physical Topology Changes • Architectural Components • Web Front End Server Changes • Application Server Changes • SQL Server Changes
  • 32. Architectural Components • Architecture is familiar, many more design choices • No single point of failure • Web Front End Servers (WFE) – Some changes, mostly optimization • Application Servers – Many changes • MSSQL – Some changes and heavy optimization • 2010 is more flexible than 2007
  • 33. Web Front End Server (WFE) Changes • New Hive Folder (14) • New client protocol (transports only deltas) • Throttling feature to better manage peak loads • New Usage Logging and • Client Health data synchronization changes
  • 34. Application Server Changes • Many more services can run on an App Server • No More SSP (Upgraded it becomes the Search Service and Profile Service) • User Code Service is a separate isolated service that can run on one to many servers in the farm to isolate “sandbox” code • You can configure on a content db basis which server should be used to run timer jobs for that content db. You can also specify on which servers workflow timer jobs should run
  • 35. MSSQL Server Changes • Many more databases to manage • Most service applications will have their own database • People service has 3, Search can have multiple crawl and property store databases • Snapshot management • You can force snapshots during backup • Content Deployment will support working off snapshots
  • 36. MSSQL Server Changes cont... • Unattached content database restore • Browse through a content database that isn’t joined to a farm to find content to restore • Remote Blob Storage API • Replaces External Blob Storage (EBS) from SharePoint 2007 • Supports file stream providers for external storage
  • 38. Typical NZ deployment scenarios Start Web Front End Servers (WFE) • Dual/Quad Core Processors • 8GB for WFE (Virtualised) • 8GB for APP (Virtualised) • 8GB for SQL < Shared/Dedicated Application Servers (WFE) Suitable for typical medium size organisations in NZ (200-500 users) Database Backend (Shared) • Collaboration sites (light) • Project Sites • Intranet
  • 39. Typical NZ deployment scenarios Web Front End Good Servers (WFE) • Dual/Quad Core Processors • 8GB for WFE (Virtualised) • 8GB for APP (Virtualised) Application • 16GB for SQL on a cluster or log Servers (WFE) shipping • Can support more than 1500+ users Database Backend (Shared)
  • 40. Large deployment scenarios NLB Best (Large high availability) Web Front End • Quad Core Processors Servers (WFE) • 8>12GB for WFE x 2 • 8>12GB for APP x 2 Application Servers (WFE) • 16>32GB for SQL on a cluster with log shipping/mirror • 10k users Database Backend (Dedicated)
  • 41. References • SharePoint Server 2010 capacity management: software boundaries and limits http://www.microsoft.com/downloads/details.aspx?FamilyID=66438e41- 5733-448a-bd76-a8052b394fe2&displaylang=en • Capacity management and sizing for SharePoint Server 2010 http://www.microsoft.com/downloads/details.aspx?familyid=B9091243-0E17- 404D-8853-57309F885722&displaylang=en • Topologies for SharePoint Server 2010 http://www.microsoft.com/downloads/details.aspx?familyid=FD686CBB-8401- 4F25-B65E-3CE7AA7DBEAB&displaylang=en • Services in SharePoint 2010 Products http://www.microsoft.com/downloads/details.aspx?familyid=B9CA7745-FFA4- 43CA-A638-E1AD868187CE&displaylang=en • Plan browser support (SharePoint Server 2010) http://technet.microsoft.com/en-us/library/cc263526(office.14).aspx
  • 43. Thank you.. • patrick@knowledgecue.com for any questions and feedback on today • Do you want to work with us? • sharepoint@knowledgecue.com
  • 44. Thank you to our Sponsors MS COMMUNITIES