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Introduction to Microsoft Office SharePoint 2007
     Planning, installation, configuration and
                   maintenance
 Toni Frankola
 Microsoft Team Lead
 Perpetuum Mobile d.o.o.
 Toni.frankola@perpetuum.hr
 www.sharepointusecases.com
 www.twitter.com/tonifrankola
1.         2.              3.
                 SharePoint?       Editions
   Contents




                                      4.
     6.               5.
                                  SharePoint
  Mistakes       Installation
                                   Projects



                      8.
     7.                              9.
                   Backup /
  Topology                         Demos
                Restore / Tools

3.4.2009                                       1
2   3
                 1


                 6   5   4


                 7   8   9



   SHAREPOINT?


3.4.2009                     2
SharePoint Evolution




3.4.2009                          3
SharePoint Introduction
                    SharePoint




   BI                                         CMS
 Forms                                        Web



                                                    Versions



                                  Documents                     Attributes
           Search                Collaboration




                                   Security                       Views



                                                    Workflows
3.4.2009                                                                     4
2   3
                              1


                          6       5   4


                          7       8   9



   EDITIONS, UPDATES, TOOLS


3.4.2009                                  5
SharePoint Editions
                                   • Business Data Catalog
              SharePoint Server    • BI and Excel Services
                                   • InfoPath Web Forms
               2007 Enterprise     • Performance Point
                                   • Server: $4424 + CAL: $94 + ECAL: $75


                                   • Enterprise Search
                                   • Web Content Management
              SharePoint Server    • Records Management

                    2007           • Portal Management
                                   • Personalization (My Site)
                                   • Server: $4424 + CAL: $94
                                   • Team collaboration sites
                                   • Document Management
                                   • Contacts, Tasks, Calendars
              Windows SharePoint   • Blogs, Wikis
                 Services 3.0      • Basic Project Management
                                   • Basic Search
                                   • Free




3.4.2009                                                                    6
Typical mistakes - Editions
Salesman: “You are a huge company, you need
 MOSS Enterprise!” !?

The right edition = features you need
Many great features are built-in in WSS




3.4.2009                                   7
SharePoint 14
To be released in early 2010. (not confirmed)
64-bit architecture
      Plan your hardware/software today!
Ribbon look-a-like interface
Improvements to the database structure
BI, FAST search
Silverlight, JQuery

3.4.2009                                         8
v2007 Release history
RTM in 12/2006.
Service pack 1 released in 12/2007.
Infrastructure update released in 7/2008.




3.4.2009                                     9
Updates
Not automated via Windows Update
Best practices:
      Fresh installs: Start with SP1
      Current: Update to SP1 + Infrastructure update
Potential problems:
      Different SPs > Data transfer not possible (backups
       etc.)


3.4.2009                                                 10
Updates cont.
Plan carefully:

           .NET 3.5    WSS SP1   MOSS      Language
           SP1                   SP1       Packs SP1


Soon to be released:
      Office 2007 familiy - Service Pack 2 (April 2009)



3.4.2009                                                   11
SharePoint Designer 2007
A must have tool for every deployment
FREE as of April 1st, 2009.
Connects via Web services 




3.4.2009                                 12
SharePoint 2007 and Office 2003
Application / Feature                  Office 2003     Office 2007
Word
Automatically updating properties          NO             YES
Write a blog post                          NO             YES
Outlook
Synchronize items                          NO*
                                                          YES
                                      (one way only)
Synchronize document libraries             NO             YES
Excel
Publishing Excel files as web pages        NO             YES
Powerpoint
Working with Slide Library                 NO             YES



3.4.2009                                                             13
2   3
                         1


                         6    5   4


                         7    8   9



   PREPARING FOR SHAREPOINT
   PROJECT

3.4.2009                              14
Project approach typical mistakes
SharePoint as “One ring to rule them all”
      Similar: No end user buy-in
Strictly (IT) controlled SharePoint
SharePoint as Garbage collector
Inappropriate infrastructure
No governance plan



3.4.2009                                     15
You must have a plan / need
Step by step aproach
Typical problems you are facing:
      Inability to track documentation
      Paper based HR processes
      Help Desk request are not centralized
      Contracts in Legal department
      Paper based routing and approval
      Inability to find documents
      Centralized phone directory

3.4.2009                                       16
Project team / project approach
Implementation side        Customer side
 Consultant                Stakeholder
 Account Manager           Business user
 Project Manager           Project Manager
 Developers                Power user
 QA Lead (QA engineers)    Trainer
 Designer                  System engineer
 Trainer                   End user
 System engineer


3.4.2009                                       17
Planning
    Assemble Project Teams, Define Roles
    Establish Test Lab Environment
    Define Education/Training Strategy
    Review Client Software and Hardware
    Create Governance Plan with Mission, Vision, and Strategy
    Plan Server Configuration
    Plan Security
    Determine need for WSS, MOSS 2007 Standard or Enterprise
    Plan Portal
    Plan Workflows
    Plan Maintenance
    Plan Content and Navigation Structure

E-Book: Planning and architecture for Office SharePoint Server 2007


3.4.2009                                                              18
Governance
Almost always overlooked 
Governance plan = Operations manual for
 SharePoint environment
Balance user access with IT restrictions and
 enterprise compliance policies
Not an easy task
Costs more if not implemented correctly


3.4.2009                                        19
2   3
                            1


                            6   5   4


                            7   8   9



   READY FOR INSTALATION?


3.4.2009                                20
What do you need to know as good
            SharePoint admin?

Windows
Networking / virtualization
AD
Basic services (like SMTP, DNS)
 IIS
SQL

3.4.2009                                21
What do you need to know as good
        SharePoint admin? – Cont.

HTML
CSS
SharePoint Power user skills
Some programming skills (would be cool)
Office client tools



3.4.2009                                   22
SW / HW Reqs.
Software:
      Windows 2003 / 2008
      SQL 2005 / 2008
      AD Recommended
      Exchange is NOT required
      Nice to have: Office Communicator Server 2007
Minimal configuration:
      Web server and application: Dual-processor, 2.5 GHz,
       2+ GB RAM
      Database: Dual-processor 2.0 GHz, 2+ GB RAM

3.4.2009                                                      23
Minimal Configuration 
Plan storage
Use sizing tools (HP)
Beware of SMB servers
 (too many services, too few servers)




3.4.2009                                24
SharePoint Farms - Typicall


                                                                   SQL
                                                SQL
                           SQL

                                                      Index (App Tier)

    All in one


                                              Web Front Ends + Query
                  SharePoint Web + Services

3.4.2009                                                             25
2   3
                          1


                          6   5   4


                          7   8   9



   INSTALATION MISTAKES


3.4.2009                              26
Typical installation mistakes




3.4.2009                                   27
Typical installation mistakes – Cont.
Installing under personal admin account
      Create a new account
           Server admin
           SQL admin (dbcreator, securityadmin)
Never, ever install SharePoint under Network
 service account (or similar)
You need service accounts (usually 2-10)
      Plan for administrative and service accounts
       (Office SharePoint Server)

3.4.2009                                              28
Typical SQL mistakes
SQL logs growing out of control
SharePoint content databases growing out of
 control
      Keep them under 100GB
      Add multiple nested site collections
Running on top of SQL Embedded edition
Use human-readable names for databases
 (avoid GUIDs)
3.4.2009                                       29
Typical mistakes – Cont.
Your system drive runs out of space:
      Log files configuration (drive, size)
      Index size


Use dedicated drives for log files, index…




3.4.2009                                       30
2   3
                         1


                         6   5   4


                         7   8   9



   SHAREPOINT TOPOLOGY


3.4.2009                             31
Web application, site collection, site!?!
                                     Farm

                                  Servers
                           Web Front End, APP, SQL
                               Web Applications
                      Central Admin, SSP Admin, Content
                                  Databases
                          Content, Config, SSP, Search
                                Site Collections
                              quot;Containerquot; of Sites
                                   Sites/Webs
             Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Mtg
                                      Lists
               Doc Lib, Pages, Events, Discussions, Surveys, etc…
                                      Items
           Files, calendar items, contacts, customers, images, custom

3.4.2009                                                                32
Sample site collection
Site collection topology                Database topology
 Intranet site                          MOSS_Content_Intranet
    CRM sites                             MOSS_Content_CRM
    Record Archive                        MOSS_Content_Records


   End user is not aware of site collection (and databases) topology
      http://intranet
          http://intranet/sites/crm
          http://intranet/sites/records




3.4.2009                                                                33
Application pools
Defaults OK only for small environments
Consolidate app pools for similar content apps
Recycle during night
Warm up
Limit memory usage when necessary




3.4.2009                                      34
2   3
                          1


                          6     5   4


                          7     8   9



   BACKUP, RESTORE, TOOLS AND
   RESOURCES

3.4.2009                                35
Backup and restore candidates
Item                           Recommended tools/approach
 Conf. Database and central    Native tools
   administration
 Web application               Native tools / SharePoint
 Content databases             Native tools / SP or SQL
 12 hive customizations        File backup
 Alt. Access mappings          Documentation
 IIS for WFE                   IIS backup / Documentation
 Shared Services Provider      Native tools


3.4.2009                                                    36
Item / list level backup
Not supported OOTB

Alternatives:
      Two stage recycle bin for content
           End user
           Site collection administrator
      3rd party tools



3.4.2009                                    37
Error / Usage / Search reporting
Not configured OOTB
Configure them uppon install
Plan storage for logs




3.4.2009                                38
STSADM and PowerShell
STSADM                       PowerShell
 stsadm.exe -o              $siteurl = quot;http://sitequot;
  DeActivateFormTemplate -   $mysite=new-object
  url http://demosite          Microsoft.SharePoint.SPSi
                               te($siteurl)
                             $mysite.AllWebs | ft Url,
                               ID, Name, AllUsers




3.4.2009                                               39
Hidden costs
Backup/Recovery tools
Archiving
Anti-virus
Systems Management
Usage Analysis
Security Reporting
Workflows

3.4.2009                    40
Workflows / Reporting
Nintex Workflow 2007   Nintex Reporting 2008




3.4.2009                                       41
SharePoint Exams
For IT Pros:
      70-631-Windows SharePoint Services 3.0 -
       Configuring
      70-630-Office SharePoint Server 2007 -
       Configuring
For Developers:
      70-541-Microsoft Windows SharePoint Services
       3.0 -Application Development
      70-542-Microsoft Office SharePoint Server 2007 -
       Application Development
3.4.2009                                                  42
Resources
                                      Andrew Connell [MVP MOSS]
    Run IT on a Virtual Hard Disk
                                      Arpan Shah’s Blog
    SharePoint Reviews
                                      SharePoint Nick / Lightning
    SharePoint Joel
                                       Tools (BDC Meta Man)
    End User SharePoint
                                      Get The Point
    SharePoint Use Cases             Sharepoint Tips And Tricks
    SharePoint Pod Show              Stefan Goßner
    Twitter / #SharePoint            Eric Shupps
                                     Ian’s SharePoint Blog
     Codeplex
                                     Michael Gannotti on
     SharePoint Resource Center
                                       SharePoint +
     @Techet
                                      To the SharePoint

3.4.2009                                                             43
2   3
           1


           6   5   4


           7   8   9



   DEMOS


3.4.2009               44
INSTALLATION


3.4.2009          45
3.4.2009   46
3.4.2009   47
3.4.2009   48
3.4.2009   49
3.4.2009   50
LIVE DEMOS


3.4.2009        51
THANK YOU!


Toni Frankola
toni.frankola@perpetuum.hr
www.sharepointusecases.com
www.twitter.com/tonifrankola

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Introduction To Microsoft Office Share Point 2007 – Planning Installation Configuration And Maintenance by Toni Frankola

  • 1. Introduction to Microsoft Office SharePoint 2007 Planning, installation, configuration and maintenance Toni Frankola Microsoft Team Lead Perpetuum Mobile d.o.o. Toni.frankola@perpetuum.hr www.sharepointusecases.com www.twitter.com/tonifrankola
  • 2. 1. 2. 3. SharePoint? Editions Contents 4. 6. 5. SharePoint Mistakes Installation Projects 8. 7. 9. Backup / Topology Demos Restore / Tools 3.4.2009 1
  • 3. 2 3 1 6 5 4 7 8 9 SHAREPOINT? 3.4.2009 2
  • 5. SharePoint Introduction SharePoint BI CMS Forms Web Versions Documents Attributes Search Collaboration Security Views Workflows 3.4.2009 4
  • 6. 2 3 1 6 5 4 7 8 9 EDITIONS, UPDATES, TOOLS 3.4.2009 5
  • 7. SharePoint Editions • Business Data Catalog SharePoint Server • BI and Excel Services • InfoPath Web Forms 2007 Enterprise • Performance Point • Server: $4424 + CAL: $94 + ECAL: $75 • Enterprise Search • Web Content Management SharePoint Server • Records Management 2007 • Portal Management • Personalization (My Site) • Server: $4424 + CAL: $94 • Team collaboration sites • Document Management • Contacts, Tasks, Calendars Windows SharePoint • Blogs, Wikis Services 3.0 • Basic Project Management • Basic Search • Free 3.4.2009 6
  • 8. Typical mistakes - Editions Salesman: “You are a huge company, you need MOSS Enterprise!” !? The right edition = features you need Many great features are built-in in WSS 3.4.2009 7
  • 9. SharePoint 14 To be released in early 2010. (not confirmed) 64-bit architecture Plan your hardware/software today! Ribbon look-a-like interface Improvements to the database structure BI, FAST search Silverlight, JQuery 3.4.2009 8
  • 10. v2007 Release history RTM in 12/2006. Service pack 1 released in 12/2007. Infrastructure update released in 7/2008. 3.4.2009 9
  • 11. Updates Not automated via Windows Update Best practices: Fresh installs: Start with SP1 Current: Update to SP1 + Infrastructure update Potential problems: Different SPs > Data transfer not possible (backups etc.) 3.4.2009 10
  • 12. Updates cont. Plan carefully: .NET 3.5 WSS SP1 MOSS Language SP1 SP1 Packs SP1 Soon to be released: Office 2007 familiy - Service Pack 2 (April 2009) 3.4.2009 11
  • 13. SharePoint Designer 2007 A must have tool for every deployment FREE as of April 1st, 2009. Connects via Web services  3.4.2009 12
  • 14. SharePoint 2007 and Office 2003 Application / Feature Office 2003 Office 2007 Word Automatically updating properties NO YES Write a blog post NO YES Outlook Synchronize items NO* YES (one way only) Synchronize document libraries NO YES Excel Publishing Excel files as web pages NO YES Powerpoint Working with Slide Library NO YES 3.4.2009 13
  • 15. 2 3 1 6 5 4 7 8 9 PREPARING FOR SHAREPOINT PROJECT 3.4.2009 14
  • 16. Project approach typical mistakes SharePoint as “One ring to rule them all” Similar: No end user buy-in Strictly (IT) controlled SharePoint SharePoint as Garbage collector Inappropriate infrastructure No governance plan 3.4.2009 15
  • 17. You must have a plan / need Step by step aproach Typical problems you are facing: Inability to track documentation Paper based HR processes Help Desk request are not centralized Contracts in Legal department Paper based routing and approval Inability to find documents Centralized phone directory 3.4.2009 16
  • 18. Project team / project approach Implementation side Customer side  Consultant  Stakeholder  Account Manager  Business user  Project Manager  Project Manager  Developers  Power user  QA Lead (QA engineers)  Trainer  Designer  System engineer  Trainer  End user  System engineer 3.4.2009 17
  • 19. Planning  Assemble Project Teams, Define Roles  Establish Test Lab Environment  Define Education/Training Strategy  Review Client Software and Hardware  Create Governance Plan with Mission, Vision, and Strategy  Plan Server Configuration  Plan Security  Determine need for WSS, MOSS 2007 Standard or Enterprise  Plan Portal  Plan Workflows  Plan Maintenance  Plan Content and Navigation Structure E-Book: Planning and architecture for Office SharePoint Server 2007 3.4.2009 18
  • 20. Governance Almost always overlooked  Governance plan = Operations manual for SharePoint environment Balance user access with IT restrictions and enterprise compliance policies Not an easy task Costs more if not implemented correctly 3.4.2009 19
  • 21. 2 3 1 6 5 4 7 8 9 READY FOR INSTALATION? 3.4.2009 20
  • 22. What do you need to know as good SharePoint admin? Windows Networking / virtualization AD Basic services (like SMTP, DNS)  IIS SQL 3.4.2009 21
  • 23. What do you need to know as good SharePoint admin? – Cont. HTML CSS SharePoint Power user skills Some programming skills (would be cool) Office client tools 3.4.2009 22
  • 24. SW / HW Reqs. Software: Windows 2003 / 2008 SQL 2005 / 2008 AD Recommended Exchange is NOT required Nice to have: Office Communicator Server 2007 Minimal configuration: Web server and application: Dual-processor, 2.5 GHz, 2+ GB RAM Database: Dual-processor 2.0 GHz, 2+ GB RAM 3.4.2009 23
  • 25. Minimal Configuration  Plan storage Use sizing tools (HP) Beware of SMB servers (too many services, too few servers) 3.4.2009 24
  • 26. SharePoint Farms - Typicall SQL SQL SQL Index (App Tier) All in one Web Front Ends + Query SharePoint Web + Services 3.4.2009 25
  • 27. 2 3 1 6 5 4 7 8 9 INSTALATION MISTAKES 3.4.2009 26
  • 29. Typical installation mistakes – Cont. Installing under personal admin account Create a new account Server admin SQL admin (dbcreator, securityadmin) Never, ever install SharePoint under Network service account (or similar) You need service accounts (usually 2-10) Plan for administrative and service accounts (Office SharePoint Server) 3.4.2009 28
  • 30. Typical SQL mistakes SQL logs growing out of control SharePoint content databases growing out of control Keep them under 100GB Add multiple nested site collections Running on top of SQL Embedded edition Use human-readable names for databases (avoid GUIDs) 3.4.2009 29
  • 31. Typical mistakes – Cont. Your system drive runs out of space: Log files configuration (drive, size) Index size Use dedicated drives for log files, index… 3.4.2009 30
  • 32. 2 3 1 6 5 4 7 8 9 SHAREPOINT TOPOLOGY 3.4.2009 31
  • 33. Web application, site collection, site!?! Farm Servers Web Front End, APP, SQL Web Applications Central Admin, SSP Admin, Content Databases Content, Config, SSP, Search Site Collections quot;Containerquot; of Sites Sites/Webs Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Mtg Lists Doc Lib, Pages, Events, Discussions, Surveys, etc… Items Files, calendar items, contacts, customers, images, custom 3.4.2009 32
  • 34. Sample site collection Site collection topology Database topology  Intranet site MOSS_Content_Intranet  CRM sites MOSS_Content_CRM  Record Archive MOSS_Content_Records  End user is not aware of site collection (and databases) topology  http://intranet  http://intranet/sites/crm  http://intranet/sites/records 3.4.2009 33
  • 35. Application pools Defaults OK only for small environments Consolidate app pools for similar content apps Recycle during night Warm up Limit memory usage when necessary 3.4.2009 34
  • 36. 2 3 1 6 5 4 7 8 9 BACKUP, RESTORE, TOOLS AND RESOURCES 3.4.2009 35
  • 37. Backup and restore candidates Item Recommended tools/approach  Conf. Database and central  Native tools administration  Web application  Native tools / SharePoint  Content databases  Native tools / SP or SQL  12 hive customizations  File backup  Alt. Access mappings  Documentation  IIS for WFE  IIS backup / Documentation  Shared Services Provider  Native tools 3.4.2009 36
  • 38. Item / list level backup Not supported OOTB Alternatives: Two stage recycle bin for content End user Site collection administrator 3rd party tools 3.4.2009 37
  • 39. Error / Usage / Search reporting Not configured OOTB Configure them uppon install Plan storage for logs 3.4.2009 38
  • 40. STSADM and PowerShell STSADM PowerShell  stsadm.exe -o $siteurl = quot;http://sitequot; DeActivateFormTemplate - $mysite=new-object url http://demosite Microsoft.SharePoint.SPSi te($siteurl) $mysite.AllWebs | ft Url, ID, Name, AllUsers 3.4.2009 39
  • 41. Hidden costs Backup/Recovery tools Archiving Anti-virus Systems Management Usage Analysis Security Reporting Workflows 3.4.2009 40
  • 42. Workflows / Reporting Nintex Workflow 2007 Nintex Reporting 2008 3.4.2009 41
  • 43. SharePoint Exams For IT Pros: 70-631-Windows SharePoint Services 3.0 - Configuring 70-630-Office SharePoint Server 2007 - Configuring For Developers: 70-541-Microsoft Windows SharePoint Services 3.0 -Application Development 70-542-Microsoft Office SharePoint Server 2007 - Application Development 3.4.2009 42
  • 44. Resources  Andrew Connell [MVP MOSS]  Run IT on a Virtual Hard Disk  Arpan Shah’s Blog  SharePoint Reviews  SharePoint Nick / Lightning  SharePoint Joel Tools (BDC Meta Man)  End User SharePoint  Get The Point  SharePoint Use Cases  Sharepoint Tips And Tricks  SharePoint Pod Show  Stefan Goßner  Twitter / #SharePoint  Eric Shupps   Ian’s SharePoint Blog Codeplex   Michael Gannotti on SharePoint Resource Center SharePoint + @Techet  To the SharePoint 3.4.2009 43
  • 45. 2 3 1 6 5 4 7 8 9 DEMOS 3.4.2009 44
  • 47. 3.4.2009 46
  • 48. 3.4.2009 47
  • 49. 3.4.2009 48
  • 50. 3.4.2009 49
  • 51. 3.4.2009 50