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SharePoint Infrastructure Tips and Tricks for 
On-Premises and Hybrid Cloud Environments 
Michael Noel 
Convergent Computing (CCO) 
www.cco.com 
925-933-4800
Michael Noel 
• Author of SAMS Publishing titles “SharePoint 2013 Unleashed,” “SharePoint 2010 Unleashed”, “Windows Server 
2012 Unleashed,” “Exchange Server 2013 Unleashed”, “ISA Server 2006 Unleashed”, and a total of 19 titles that 
have sold over 300,000 copies. 
• Partner at Convergent Computing (www.cco.com) – San Francisco, U.S.A. based Infrastructure/Security 
specialists for SharePoint, AD, Exchange, System Center, Security, etc.
SharePoint 2013 
Infrastructure Overview
SharePoint 2013 Infrastructure Overview 
Software/Hardware Requirements 
• Windows Server 2008 R2 SP1, Windows Server 2012, or 
Windows Server 2012 R2 (With SP 2013 SP1) 
• SQL Server 2008 R2 w/SP1, SQL Server 2012, or SQL Server 2014 
Type Memory Processor 
Dev/Stage/Test server 8GB RAM 4 CPU 
‘All-in-one’ DB/Web/SA 24GB RAM 4 CPU 
Web/SA Server 12GB RAM 4 CPU 
DB Server (medium environments) 16GB RAM 8 CPU 
DB Server (small environments) 8GB RAM 4 CPU
SharePoint 2013 Infrastructure Overview 
Changes in Service Applications and New Service Applications 
• Office Web Apps is no longer a service application 
• Web Analytics is no longer service application, it’s part of search 
• New service applications available and improvements on existing 
ones 
• App Management Service – Used to manage the new SharePoint app 
store from the Office Marketplace or the Application Catalog 
• SharePoint Translation Services – provides for language translation of 
Word, XLIFF, and PPT files to HTML 
• Work Management Service – manages tasks across SharePoint, MS 
Exchange and Project. 
• Access Services App (2013) – Replaces 2010 version of Access Services
SharePoint 2013 Infrastructure Overview 
Distributed Cache Service 
• A new Windows service – the Distributed Cache Service – is 
installed on each server in the farm when SharePoint is 
installed 
• It is managed via the Services on Server page in central 
admin as the Distributed Cache service 
• The config DB keeps track of 
which machines in the farm 
are running the cache service
SharePoint 2013 Infrastructure Overview 
Request Management (RM) 
• The purpose of the Request Management feature is to give 
SharePoint knowledge of and more control over incoming 
requests 
• Having knowledge over the nature of incoming requests – for 
example, the user agent, requested URL, or source IP – allows 
SharePoint to customize the response to each request 
• RM is applied per web app, just like throttling is done in 
SharePoint 2010
SharePoint 2013 Infrastructure Overview 
User Profile Sync – Three Options for Deployment 
• Option 1 (AD Import): Simple one-way Sync (a la SharePoint 
2007) 
• Option 2: Two-way, possible write-back to AD options using 
small FIM service on UPA server (a la 2010) 
• Option 3: Full Forefront Identity Manager (FIM) 
Synchronization, allows for complex scenarios – Larger clients 
will appreciate this
SharePoint 2013 Infrastructure Overview 
Claims-based Authentication - Default 
• SharePoint 2013 continues to offer support for both claims and 
classic authentication modes 
• However claims authentication is THE default authentication 
option now 
• Classic authentication mode is still there, but can only be managed in 
PowerShell – it’s gone from the UI 
• Support for classic mode is deprecated and will go away in a future 
release 
• There also a new process to migrate accounts from Windows 
classic to Windows claims – the Convert-SPWebApplication 
cmdlet
SharePoint 2013 Infrastructure Overview 
Shredded Storage 
• Stores new versions of documents as ‘shredded BLOBs that are deltas of 
the changes 
• Promises to reduce storage size significantly
SharePoint 2013 Infrastructure Overview 
Search – FAST Search now included 
• New Search 
architecture (FAST 
based) with one 
unified search 
• Personalized search 
results based on 
search history 
• Rich contextual 
previews
Architecting the Farm
Web 
Service Apps 
Data 
Architecting the Farm 
Three Layers of SharePoint Infrastructure
• ‘All-in-One’ (Avoid) 
 DB and SP Roles Separate 
Architecting the Farm 
Small Farm Models
Architecting the Farm 
• 2 SharePoint Servers running Web and 
Service Apps 
• 2 Database Servers (AlwaysOn FCI or 
AlwaysOn Availability Groups) 
• 1 or 2 Index Partitions with equivalent 
query components 
• Smallest farm size that is fully highly 
available 
Smallest Highly Available Farm
Architecting the Farm 
Best Practice ‘Six Server Farm’ 
• 2 Dedicated Web Servers 
(NLB) 
• 2 Service Application Servers 
• 2 Database Servers (Clustered 
or Mirrored) 
• 1 or 2 Index Partitions with 
equivalent query components
Architecting the Farm 
Ideal – Separate Service App Farm + Content Farm(s) 
• Separate farm for Service 
Applications 
• One or more farms 
dedicated to content 
• Service Apps are consumed 
cross-farm 
• Isolates ‘cranky’ service 
apps like User Profile Sync 
and allows for patching in 
isolation
Architecting the Farm 
• Multiple Dedicated Web Servers 
• Multiple Dedicated Service App 
Servers 
• Multiple Dedicated Query 
Servers 
• Multiple Dedicated Crawl 
Servers, with multiple Crawl DBs 
to increase parallelization of the 
crawl process 
• Multiple distributed Index 
partitions (max of 10 million 
items per index partition) 
• Two query components for each 
Index partition, spread among 
servers 
Large SharePoint Farms
Cloud and Hybrid 
Scenarios
www.cco.com 
Cloud and Hybrid Scenarios 
One-way Outbound Topology
www.cco.com 
Cloud and Hybrid Scenarios 
One-way Inbound Topology
www.cco.com 
Cloud and Hybrid Scenarios 
Two-way Inbound/Outbound Topology
Identity Management in Hybrid Mode 
• Single Sign On possible between environments using 
Azure Active Directory Synchronization Tool 
• Azure Active Directory Connection Required, regardless 
of SSO or non SSO (non-SSO just synchs passwords) 
• Consider the use of the OnRamp for Office 365 toolkit 
(https://onramp.office365.com/OnRamp/) 
• Server to Server Authentication also required (Certs) 
www.cco.com
SharePoint Virtualization
SP Server Virtualization 
Sample 1: Single Server Environment 
 Allows organizations that wouldn’t normally be able to have a test environment to run one 
 Allows for separation of the database role onto a dedicated server 
 Can be more easily scaled out in the future
SP Server Virtualization 
 High-Availability 
across Hosts 
 All components 
Virtualized 
Sample 2: Two Server Highly Available Farm
SP Server Virtualization 
 Highest 
transaction servers 
are physical 
 Multiple farm 
support, with DBs 
for all farms on the 
SQL AOAG 
Sample 3: Mix of Physical and Virtual Servers
SP Server Virtualization 
Scaling to Large Virtual Environments
Virtualization of SharePoint Servers 
Virtualization Performance Monitoring 
• Processor (Host Only) 
• <60% Utilization = Good 
• 60%-90% = Caution 
• >90% = Trouble 
• Available Memory 
• 50% and above = Good 
• 10%-50% = OK 
• <10% = Trouble 
• Disk – Avg. Disk sec/Read or Avg. Disk 
sec/Write 
• Up to 15ms = fine 
• 15ms-25ms = Caution 
• >25ms = Trouble 
• Network Bandwidth – Bytes Total/sec 
– <40% Utilization = Good 
– 41%-64% = Caution 
– >65% = Trouble 
• Network Latency - Output Queue 
Length 
– 0 = Good 
– 1-2= OK 
– >2 = Trouble
Data Management
Data Management 
Sample Distributed Content Database Design
Remote BLOB Storage (RBS) 
Data Management 
• Can reduce the size of Content DBs, as upwards of 98% of space in content DBs 
is composed of BLOBs 
• Can move BLOB storage to more efficient/cheaper storage 
• Improve performance and scalability of your SharePoint deployment – But 
highly recommended to use third party as it increases scalability
SQL Database 
Optimization
SQL Server Optimization 
DB-A 
File 1 
DB-B 
File 1 
Volume #1 
Multiple Files for SharePoint Databases 
DB-A 
File 2 
DB-B 
File 2 
Volume #2 
DB-A 
File 3 
DB-B 
File 3 
Volume #3 
DB-A 
File 4 
DB-B 
File 4 
Volume #4 
Tempdb File 1 Tempdb File 2 Tempdb File 3 Tempdb File 4
SQL Server Optimization 
Multiple Files for SharePoint Databases 
• Break Content Databases and TempDB into multiple files (MDF, NDF), total should equal number of 
physical processors (not cores) on SQL server. 
• Pre-size Content DBs and TempDB to avoid fragmentation 
• Separate files onto different drive spindles for best IO perf. 
• Example: 50GB total Content DB on Two-way SQL Server would have two database files distributed 
across two sets of drive spindles = 25GB pre-sized for each file.
SQL Database Optimization 
SQL Maintenance Plans 
• Implement SQL Maintenance Plans! 
• Include DBCC (Check Consistency) and either Reorganize Indexes or Rebuild 
Indexes, but not both! 
• Add backups into the maintenance 
plan if they don’t exist already 
• Be sure to truncate transaction logs 
with a T-SQL Script (after full 
backups have run…)
High Availability and Disaster Recovery
High Availability and Disaster Recovery 
SQL Server Solution 
Potential Data Loss 
(RPO) 
Potential Recovery 
Time (RTO) 
Automatic Failover 
Additional Readable 
Copies 
AlwaysOn Availability Groups – Synchronous (Dual-phase commit, no data loss, can’t 
operate across WAN) 
None 5-7 Seconds Yes 0 - 2 
AlwaysOn Availability Groups – Asynchronous (Latency tolerant, cross WAN option, 
potential for data loss) 
Seconds Minutes No 0 - 4 
AlwaysOn Failover Cluster Instance (FCI) – Traditional shared storage clustering NA 30 Seconds to several 
minutes (depending on 
disk failover) 
Yes N/A 
Database Mirroring - High-safety (Synchronous) Zero 5-10 seconds Yes N/A 
Database Mirroring - High-performance (Asynchronous) Seconds Manually initiated, can 
be a few minutes if 
automated 
No N/A 
SQL Log Shipping Minutes Manually initated, can 
be a few minutes if 
automated, by typically 
hours 
No Not during 
a restore 
Traditional Backup and Restore Hours to Days Typically multiple hours, 
days, or weeks 
No Not during 
a restore 
Comparison of High Availability and Disaster Recovery Options 
HA and DR
AlwaysOn Availability Groups in SQL 2012/2014 
HA and DR
Creating SQL 2014 AOAGs 
Demo
Network Load Balancing 
HA and DR 
• Hardware Based Load Balancing (F5, Cisco, Citrix 
NetScaler – Best performance and scalability 
• Software Windows Network Load Balancing fully 
supported by MS, but requires Layer 2 VLAN (all 
packets must reach all hosts.) Layer 3 Switches must 
be configured to allow Layer 2 to the specific VLAN. 
• If using Unicast, use two NICs on the server, one for 
communications between nodes. 
• If using Multicast, be sure to configure routers 
appropriately 
• Set Affinity to Single (Sticky Sessions) 
• If using VMware, note fix to NLB RARP issue 
(http://tinyurl.com/vmwarenlbfix)
Security and 
Documentation
• Infrastructure Security and Best practices 
• Physical Security 
• Best Practice Service Account Setup 
• Kerberos Authentication 
• Data Security 
• Role Based Access Control (RBAC) 
• Transparent Data Encryption (TDE) of SQL Databases 
• Transport Security 
• Secure Sockets Layer (SSL) from Server to Client 
• IPSec from Server to Server 
• Edge Security 
• Inbound Internet Security 
• Rights Management 
Five Layers of SharePoint Security 
Security
• Document all key settings in IIS, SharePoint, after installation 
• Consider monitoring for changes after installation for Config Mgmt. 
• Fantastic tool for this is the SPDocKit - can be found at 
http://tinyurl.com/spdockit 
SPDocKit 
Document SharePoint
Michael Noel 
Twitter: @MichaelTNoel 
www.cco.com 
Slides: slideshare.net/michaeltnoel 
Travel blog: sharingtheglobe.com 
SharePoint 2013 Unleashed: 
tinyurl.com/sp2013unleashed

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SharePoint Infrastructure Tips and Tricks for On-Premises and Hybrid Cloud Environments - East Bay SPUG

  • 1. SharePoint Infrastructure Tips and Tricks for On-Premises and Hybrid Cloud Environments Michael Noel Convergent Computing (CCO) www.cco.com 925-933-4800
  • 2. Michael Noel • Author of SAMS Publishing titles “SharePoint 2013 Unleashed,” “SharePoint 2010 Unleashed”, “Windows Server 2012 Unleashed,” “Exchange Server 2013 Unleashed”, “ISA Server 2006 Unleashed”, and a total of 19 titles that have sold over 300,000 copies. • Partner at Convergent Computing (www.cco.com) – San Francisco, U.S.A. based Infrastructure/Security specialists for SharePoint, AD, Exchange, System Center, Security, etc.
  • 4. SharePoint 2013 Infrastructure Overview Software/Hardware Requirements • Windows Server 2008 R2 SP1, Windows Server 2012, or Windows Server 2012 R2 (With SP 2013 SP1) • SQL Server 2008 R2 w/SP1, SQL Server 2012, or SQL Server 2014 Type Memory Processor Dev/Stage/Test server 8GB RAM 4 CPU ‘All-in-one’ DB/Web/SA 24GB RAM 4 CPU Web/SA Server 12GB RAM 4 CPU DB Server (medium environments) 16GB RAM 8 CPU DB Server (small environments) 8GB RAM 4 CPU
  • 5. SharePoint 2013 Infrastructure Overview Changes in Service Applications and New Service Applications • Office Web Apps is no longer a service application • Web Analytics is no longer service application, it’s part of search • New service applications available and improvements on existing ones • App Management Service – Used to manage the new SharePoint app store from the Office Marketplace or the Application Catalog • SharePoint Translation Services – provides for language translation of Word, XLIFF, and PPT files to HTML • Work Management Service – manages tasks across SharePoint, MS Exchange and Project. • Access Services App (2013) – Replaces 2010 version of Access Services
  • 6. SharePoint 2013 Infrastructure Overview Distributed Cache Service • A new Windows service – the Distributed Cache Service – is installed on each server in the farm when SharePoint is installed • It is managed via the Services on Server page in central admin as the Distributed Cache service • The config DB keeps track of which machines in the farm are running the cache service
  • 7. SharePoint 2013 Infrastructure Overview Request Management (RM) • The purpose of the Request Management feature is to give SharePoint knowledge of and more control over incoming requests • Having knowledge over the nature of incoming requests – for example, the user agent, requested URL, or source IP – allows SharePoint to customize the response to each request • RM is applied per web app, just like throttling is done in SharePoint 2010
  • 8. SharePoint 2013 Infrastructure Overview User Profile Sync – Three Options for Deployment • Option 1 (AD Import): Simple one-way Sync (a la SharePoint 2007) • Option 2: Two-way, possible write-back to AD options using small FIM service on UPA server (a la 2010) • Option 3: Full Forefront Identity Manager (FIM) Synchronization, allows for complex scenarios – Larger clients will appreciate this
  • 9. SharePoint 2013 Infrastructure Overview Claims-based Authentication - Default • SharePoint 2013 continues to offer support for both claims and classic authentication modes • However claims authentication is THE default authentication option now • Classic authentication mode is still there, but can only be managed in PowerShell – it’s gone from the UI • Support for classic mode is deprecated and will go away in a future release • There also a new process to migrate accounts from Windows classic to Windows claims – the Convert-SPWebApplication cmdlet
  • 10. SharePoint 2013 Infrastructure Overview Shredded Storage • Stores new versions of documents as ‘shredded BLOBs that are deltas of the changes • Promises to reduce storage size significantly
  • 11. SharePoint 2013 Infrastructure Overview Search – FAST Search now included • New Search architecture (FAST based) with one unified search • Personalized search results based on search history • Rich contextual previews
  • 13. Web Service Apps Data Architecting the Farm Three Layers of SharePoint Infrastructure
  • 14. • ‘All-in-One’ (Avoid)  DB and SP Roles Separate Architecting the Farm Small Farm Models
  • 15. Architecting the Farm • 2 SharePoint Servers running Web and Service Apps • 2 Database Servers (AlwaysOn FCI or AlwaysOn Availability Groups) • 1 or 2 Index Partitions with equivalent query components • Smallest farm size that is fully highly available Smallest Highly Available Farm
  • 16. Architecting the Farm Best Practice ‘Six Server Farm’ • 2 Dedicated Web Servers (NLB) • 2 Service Application Servers • 2 Database Servers (Clustered or Mirrored) • 1 or 2 Index Partitions with equivalent query components
  • 17. Architecting the Farm Ideal – Separate Service App Farm + Content Farm(s) • Separate farm for Service Applications • One or more farms dedicated to content • Service Apps are consumed cross-farm • Isolates ‘cranky’ service apps like User Profile Sync and allows for patching in isolation
  • 18. Architecting the Farm • Multiple Dedicated Web Servers • Multiple Dedicated Service App Servers • Multiple Dedicated Query Servers • Multiple Dedicated Crawl Servers, with multiple Crawl DBs to increase parallelization of the crawl process • Multiple distributed Index partitions (max of 10 million items per index partition) • Two query components for each Index partition, spread among servers Large SharePoint Farms
  • 19. Cloud and Hybrid Scenarios
  • 20. www.cco.com Cloud and Hybrid Scenarios One-way Outbound Topology
  • 21. www.cco.com Cloud and Hybrid Scenarios One-way Inbound Topology
  • 22. www.cco.com Cloud and Hybrid Scenarios Two-way Inbound/Outbound Topology
  • 23. Identity Management in Hybrid Mode • Single Sign On possible between environments using Azure Active Directory Synchronization Tool • Azure Active Directory Connection Required, regardless of SSO or non SSO (non-SSO just synchs passwords) • Consider the use of the OnRamp for Office 365 toolkit (https://onramp.office365.com/OnRamp/) • Server to Server Authentication also required (Certs) www.cco.com
  • 25. SP Server Virtualization Sample 1: Single Server Environment  Allows organizations that wouldn’t normally be able to have a test environment to run one  Allows for separation of the database role onto a dedicated server  Can be more easily scaled out in the future
  • 26. SP Server Virtualization  High-Availability across Hosts  All components Virtualized Sample 2: Two Server Highly Available Farm
  • 27. SP Server Virtualization  Highest transaction servers are physical  Multiple farm support, with DBs for all farms on the SQL AOAG Sample 3: Mix of Physical and Virtual Servers
  • 28. SP Server Virtualization Scaling to Large Virtual Environments
  • 29. Virtualization of SharePoint Servers Virtualization Performance Monitoring • Processor (Host Only) • <60% Utilization = Good • 60%-90% = Caution • >90% = Trouble • Available Memory • 50% and above = Good • 10%-50% = OK • <10% = Trouble • Disk – Avg. Disk sec/Read or Avg. Disk sec/Write • Up to 15ms = fine • 15ms-25ms = Caution • >25ms = Trouble • Network Bandwidth – Bytes Total/sec – <40% Utilization = Good – 41%-64% = Caution – >65% = Trouble • Network Latency - Output Queue Length – 0 = Good – 1-2= OK – >2 = Trouble
  • 31. Data Management Sample Distributed Content Database Design
  • 32. Remote BLOB Storage (RBS) Data Management • Can reduce the size of Content DBs, as upwards of 98% of space in content DBs is composed of BLOBs • Can move BLOB storage to more efficient/cheaper storage • Improve performance and scalability of your SharePoint deployment – But highly recommended to use third party as it increases scalability
  • 34. SQL Server Optimization DB-A File 1 DB-B File 1 Volume #1 Multiple Files for SharePoint Databases DB-A File 2 DB-B File 2 Volume #2 DB-A File 3 DB-B File 3 Volume #3 DB-A File 4 DB-B File 4 Volume #4 Tempdb File 1 Tempdb File 2 Tempdb File 3 Tempdb File 4
  • 35. SQL Server Optimization Multiple Files for SharePoint Databases • Break Content Databases and TempDB into multiple files (MDF, NDF), total should equal number of physical processors (not cores) on SQL server. • Pre-size Content DBs and TempDB to avoid fragmentation • Separate files onto different drive spindles for best IO perf. • Example: 50GB total Content DB on Two-way SQL Server would have two database files distributed across two sets of drive spindles = 25GB pre-sized for each file.
  • 36. SQL Database Optimization SQL Maintenance Plans • Implement SQL Maintenance Plans! • Include DBCC (Check Consistency) and either Reorganize Indexes or Rebuild Indexes, but not both! • Add backups into the maintenance plan if they don’t exist already • Be sure to truncate transaction logs with a T-SQL Script (after full backups have run…)
  • 37. High Availability and Disaster Recovery
  • 38. High Availability and Disaster Recovery SQL Server Solution Potential Data Loss (RPO) Potential Recovery Time (RTO) Automatic Failover Additional Readable Copies AlwaysOn Availability Groups – Synchronous (Dual-phase commit, no data loss, can’t operate across WAN) None 5-7 Seconds Yes 0 - 2 AlwaysOn Availability Groups – Asynchronous (Latency tolerant, cross WAN option, potential for data loss) Seconds Minutes No 0 - 4 AlwaysOn Failover Cluster Instance (FCI) – Traditional shared storage clustering NA 30 Seconds to several minutes (depending on disk failover) Yes N/A Database Mirroring - High-safety (Synchronous) Zero 5-10 seconds Yes N/A Database Mirroring - High-performance (Asynchronous) Seconds Manually initiated, can be a few minutes if automated No N/A SQL Log Shipping Minutes Manually initated, can be a few minutes if automated, by typically hours No Not during a restore Traditional Backup and Restore Hours to Days Typically multiple hours, days, or weeks No Not during a restore Comparison of High Availability and Disaster Recovery Options HA and DR
  • 39. AlwaysOn Availability Groups in SQL 2012/2014 HA and DR
  • 40. Creating SQL 2014 AOAGs Demo
  • 41. Network Load Balancing HA and DR • Hardware Based Load Balancing (F5, Cisco, Citrix NetScaler – Best performance and scalability • Software Windows Network Load Balancing fully supported by MS, but requires Layer 2 VLAN (all packets must reach all hosts.) Layer 3 Switches must be configured to allow Layer 2 to the specific VLAN. • If using Unicast, use two NICs on the server, one for communications between nodes. • If using Multicast, be sure to configure routers appropriately • Set Affinity to Single (Sticky Sessions) • If using VMware, note fix to NLB RARP issue (http://tinyurl.com/vmwarenlbfix)
  • 43. • Infrastructure Security and Best practices • Physical Security • Best Practice Service Account Setup • Kerberos Authentication • Data Security • Role Based Access Control (RBAC) • Transparent Data Encryption (TDE) of SQL Databases • Transport Security • Secure Sockets Layer (SSL) from Server to Client • IPSec from Server to Server • Edge Security • Inbound Internet Security • Rights Management Five Layers of SharePoint Security Security
  • 44. • Document all key settings in IIS, SharePoint, after installation • Consider monitoring for changes after installation for Config Mgmt. • Fantastic tool for this is the SPDocKit - can be found at http://tinyurl.com/spdockit SPDocKit Document SharePoint
  • 45. Michael Noel Twitter: @MichaelTNoel www.cco.com Slides: slideshare.net/michaeltnoel Travel blog: sharingtheglobe.com SharePoint 2013 Unleashed: tinyurl.com/sp2013unleashed

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