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Azure And SharePoint
       A Case Study

      By Shailen Sukul
About Me
Who Am I?
Speaker, .NET/SharePoint Consultant, Architect, Trainer and Entrepreneur

Specializing in the Microsoft Stack and HTML 5/CSS3, I work with SharePoint and Azure in my
"regular" job and help clients realize the full potential of their investment on the Microsoft
stack. I have a deep background in .Net and integration (BizTalk) as well as security
(SAML/ADFS/ACS) and have worked at every consulting level from business analysis to project
management to enterprise architecture and training and infrastructure.

I also have a lot of experience in working with large geographically dispersed teams based on
the Agile framework and SCRUM in particular and have a strong satisfaction rate from my
customers for meeting delivery schedules and delivering value.

I also tinker with startups and entrepreneurships as an advisory or participant and have an active
role in a disruptive startup in the Australian market releasing in the next 6 months. My work in
the startup area has exposed me to Amazon Web Services, nodeJS and Ruby On Rails as well as
ASP.Net MVC and mostly open source technologies.

You can follow my tips, musings and advice at http://www.shailensukul.com and connect with
me on Twitter (@shailensukul) or Skype (shailen.sukul)
SharePoint Architecture

Single Web Application
Multiple host header tenant site collections – multi-tenant architecture
Integrated reporting – OOB and custom
Some sites are highly customized – webparts, pages, materpages, etc
ADFS – Single sign on integrates Live ID, Corpnet users, Partners users
and virtually anyone else that we want
Shared Services
   Taxonomy, Metadata, Managed Columns
   SharePoint Search (default)
   FAST Search (non-default)
   Business Connectivity Services
Syndication Goals

Syndicate content to a wide anonymous audience
Metadata ownership NOT content
Track statistics to determine popularity of site
Allow content authoring by designers
Allow high level of customization in authored content
Allow high level of customization in consumed
content
Make content delivery as fast as possible
Demonstration:
http://www.shailen.sukul.org/p/syndication_14.html
First Try


Evaluating Office 365
Office 365


                  Why evaluate this?
                  - Natural fit
                  - SharePoint to SharePoint .. Right?
                  - Maximum reuse




Source: Official Microsoft 365 website
Office 365

When not to use it?
  When you have a highly customized solution
  Does not support host header site collections in one web
  application
  When you need more than OOB (“peek under the hood”)
  When you need an application versus a product
  When you have other applications integrated with SharePoint
  (ADFS, Data Loads (custom upload tool))
  When you need to build DEV/TEST/PPE environments to
  closely match a highly customized PROD environment
  Need to govern large taxonomy sets (keep it consistent)
Azure Overview
         “Time for a rethink”


“Windows Azure is an open and flexible cloud
platform that enables you to quickly build, deploy and
manage applications across a global network of
Microsoft-managed datacenters.”
Allowed us to refactor and deploy a highly
customized solution to a global infrastructure of
servers
Get some features for “free” (geo-routing)
Time for A Re-Think


Ok so we cannot leverage Office 365 but can we trade
some functionality for other benefits and leverage
SQL and Windows Azure?
What we wanted:
  Full fidelity with SharePoint list data
    Insert
    Update
    Delete
    Schema AND Data Fidelity
Azure - Time for A ReThink


Same search experience as SharePoint
Full fidelity Taxonomy replication
Completely automated failover
Trades Offs


Semi-fidelity with SharePoint list data
  Use a flattened table with a union of all columns
  Map managed columns using another table
  Give up automated schema updates
  Gain performance advantage
Before




 After
Trade Offs


Same search experience as SharePoint
  SQL Azure does not support free-text search. We
  decided to use structured search with wildcards
Full fidelity Taxonomy replication
  SharePoint’s Term Store does not raise update events.
  We had to defer this, but is do-able. See
  http://tinyurl.com/6wgdnok
Trade Offs

Completely automated failover
  We can sync Azure web roles to their respective
  instances of SQL Azure in each data center. We then
  setup replication between the US and Europe SQL
  instances, US being the Master. Traffic Manager then
  routes a common url to the closet data center, based on
  the originating request location.
  However, if a whole data center goes down, we have to
  fail over to another one manually and also reverse the
  DB roles. This is expected to be fixed in a subsequent
  update of Azure.
The million dollar question…


So how does SharePoint
  Replicate to Azure?
Azure Comparison


       SharePoint                         Azure

No geo-routing                 Ability to route users to the
                               closest data center.
                               Need to replicated term store
Integrated taxonomy,           values. No automated
managed columns and controls   replication.. yet
                               No ADFS – anonymous
ADFS – SSO                     audience for initial release. Will
                               federate with on-premise ADFS
                               in future
Azure Comparison


       SharePoint                          Azure

Free Text Search                Does not support free text.
                                Structured and wildcard search
                                only

Limited by data center size     Virtually unlimited scale out
                                Servers are automatically
Cost – pay to maintain server   updated with latest patches and
hardware and update to keep     hardware. Does not affect
current                         hosting costs. Get benefit of
                                scale.
Azure Comparison


       SharePoint                          Azure

Struggled with traffic surges   Easily handles traffic surges
sometimes. “Hot” and “cold”
periods
Some built-in reports           Had to build custom reports
(SharePoint Analytics)
Some failover capacity
(multiple servers)              World class failover. Server
                                level and data center level.
Azure Comparison


       SharePoint                         Azure

Scale out expensive. Have to   Scale out virtually unlimited.
add additional machines to     Can add or remove Windows
farm and had to have           Azure instances at will. No
downtime. Stuck with what      downtime, can add machines
you have.                      to fit usage pattern.
Gotchas


Security
  Keeping sensitive information in web.config is a big no
  no
  Encrypting web.config is painful, requires release for
  config change
  Decided to encryt sensitive information in the Service
  config.. Can change values independent of release
  Dependency on web.config (ConfigurationManager)
  required a code refactor
Gotchas


Singleton
  Singleton class behaves differently in Azure. Do not
  assume objects are cached unless you explicitly use a
  caching service.
  Always check for existence and create new object
Conclusion


Lowered IT costs.. No exact figure but roughly one third of
the hardware costs
Stable and solid – handles traffic without any issues
Geo-routing – improved user experience for users in Asia
and Europe
Billing – easy to see monthly bills.
Oblivious to user – user still interacts with Syndication via
SharePoint UI with data coming from SQL Azure
Proven – setting the stage for moving the heavy lifting out
of SharePoint into Azure
Contact Me


Blog: http://www.shailensukul.com
Twitter: @shailensukul
LinkedIn: http://www.linkedin.com/in/shailensukul
Other Cool Stuff


Checkout my open source projects
  Taxomatic: http://taxomatic.codeplex.com/
  SharePoint Smart Serve
  http://smartserve.codeplex.com/
  Multi-Threaded File Download Manager
  http://bloodhound.codeplex.com/
  DBRef http://dbref.codeplex.com/

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SharePoint and Azure - A Match Made in the Clouds

  • 1. Azure And SharePoint A Case Study By Shailen Sukul
  • 2. About Me Who Am I? Speaker, .NET/SharePoint Consultant, Architect, Trainer and Entrepreneur Specializing in the Microsoft Stack and HTML 5/CSS3, I work with SharePoint and Azure in my "regular" job and help clients realize the full potential of their investment on the Microsoft stack. I have a deep background in .Net and integration (BizTalk) as well as security (SAML/ADFS/ACS) and have worked at every consulting level from business analysis to project management to enterprise architecture and training and infrastructure. I also have a lot of experience in working with large geographically dispersed teams based on the Agile framework and SCRUM in particular and have a strong satisfaction rate from my customers for meeting delivery schedules and delivering value. I also tinker with startups and entrepreneurships as an advisory or participant and have an active role in a disruptive startup in the Australian market releasing in the next 6 months. My work in the startup area has exposed me to Amazon Web Services, nodeJS and Ruby On Rails as well as ASP.Net MVC and mostly open source technologies. You can follow my tips, musings and advice at http://www.shailensukul.com and connect with me on Twitter (@shailensukul) or Skype (shailen.sukul)
  • 3. SharePoint Architecture Single Web Application Multiple host header tenant site collections – multi-tenant architecture Integrated reporting – OOB and custom Some sites are highly customized – webparts, pages, materpages, etc ADFS – Single sign on integrates Live ID, Corpnet users, Partners users and virtually anyone else that we want Shared Services Taxonomy, Metadata, Managed Columns SharePoint Search (default) FAST Search (non-default) Business Connectivity Services
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  • 5. Syndication Goals Syndicate content to a wide anonymous audience Metadata ownership NOT content Track statistics to determine popularity of site Allow content authoring by designers Allow high level of customization in authored content Allow high level of customization in consumed content Make content delivery as fast as possible Demonstration: http://www.shailen.sukul.org/p/syndication_14.html
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  • 8. Office 365 Why evaluate this? - Natural fit - SharePoint to SharePoint .. Right? - Maximum reuse Source: Official Microsoft 365 website
  • 9. Office 365 When not to use it? When you have a highly customized solution Does not support host header site collections in one web application When you need more than OOB (“peek under the hood”) When you need an application versus a product When you have other applications integrated with SharePoint (ADFS, Data Loads (custom upload tool)) When you need to build DEV/TEST/PPE environments to closely match a highly customized PROD environment Need to govern large taxonomy sets (keep it consistent)
  • 10. Azure Overview “Time for a rethink” “Windows Azure is an open and flexible cloud platform that enables you to quickly build, deploy and manage applications across a global network of Microsoft-managed datacenters.” Allowed us to refactor and deploy a highly customized solution to a global infrastructure of servers Get some features for “free” (geo-routing)
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  • 13. Time for A Re-Think Ok so we cannot leverage Office 365 but can we trade some functionality for other benefits and leverage SQL and Windows Azure? What we wanted: Full fidelity with SharePoint list data Insert Update Delete Schema AND Data Fidelity
  • 14. Azure - Time for A ReThink Same search experience as SharePoint Full fidelity Taxonomy replication Completely automated failover
  • 15. Trades Offs Semi-fidelity with SharePoint list data Use a flattened table with a union of all columns Map managed columns using another table Give up automated schema updates Gain performance advantage
  • 17. Trade Offs Same search experience as SharePoint SQL Azure does not support free-text search. We decided to use structured search with wildcards Full fidelity Taxonomy replication SharePoint’s Term Store does not raise update events. We had to defer this, but is do-able. See http://tinyurl.com/6wgdnok
  • 18. Trade Offs Completely automated failover We can sync Azure web roles to their respective instances of SQL Azure in each data center. We then setup replication between the US and Europe SQL instances, US being the Master. Traffic Manager then routes a common url to the closet data center, based on the originating request location. However, if a whole data center goes down, we have to fail over to another one manually and also reverse the DB roles. This is expected to be fixed in a subsequent update of Azure.
  • 19. The million dollar question… So how does SharePoint Replicate to Azure?
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  • 23. Azure Comparison SharePoint Azure No geo-routing Ability to route users to the closest data center. Need to replicated term store Integrated taxonomy, values. No automated managed columns and controls replication.. yet No ADFS – anonymous ADFS – SSO audience for initial release. Will federate with on-premise ADFS in future
  • 24. Azure Comparison SharePoint Azure Free Text Search Does not support free text. Structured and wildcard search only Limited by data center size Virtually unlimited scale out Servers are automatically Cost – pay to maintain server updated with latest patches and hardware and update to keep hardware. Does not affect current hosting costs. Get benefit of scale.
  • 25. Azure Comparison SharePoint Azure Struggled with traffic surges Easily handles traffic surges sometimes. “Hot” and “cold” periods Some built-in reports Had to build custom reports (SharePoint Analytics) Some failover capacity (multiple servers) World class failover. Server level and data center level.
  • 26. Azure Comparison SharePoint Azure Scale out expensive. Have to Scale out virtually unlimited. add additional machines to Can add or remove Windows farm and had to have Azure instances at will. No downtime. Stuck with what downtime, can add machines you have. to fit usage pattern.
  • 27. Gotchas Security Keeping sensitive information in web.config is a big no no Encrypting web.config is painful, requires release for config change Decided to encryt sensitive information in the Service config.. Can change values independent of release Dependency on web.config (ConfigurationManager) required a code refactor
  • 28. Gotchas Singleton Singleton class behaves differently in Azure. Do not assume objects are cached unless you explicitly use a caching service. Always check for existence and create new object
  • 29. Conclusion Lowered IT costs.. No exact figure but roughly one third of the hardware costs Stable and solid – handles traffic without any issues Geo-routing – improved user experience for users in Asia and Europe Billing – easy to see monthly bills. Oblivious to user – user still interacts with Syndication via SharePoint UI with data coming from SQL Azure Proven – setting the stage for moving the heavy lifting out of SharePoint into Azure
  • 30. Contact Me Blog: http://www.shailensukul.com Twitter: @shailensukul LinkedIn: http://www.linkedin.com/in/shailensukul
  • 31. Other Cool Stuff Checkout my open source projects Taxomatic: http://taxomatic.codeplex.com/ SharePoint Smart Serve http://smartserve.codeplex.com/ Multi-Threaded File Download Manager http://bloodhound.codeplex.com/ DBRef http://dbref.codeplex.com/