SharePoint 2013 for the IT Pro

SharePoint 2013 for IT Pro’s

Thomas VochtenSenior SharePoint consultantAtos Belgium

Managing cost, risk & your time

About Me

Thomas Vochten

@thomasvochtenthomasvochten.comlinkedin.com/in/thomasvochten

consultantplatform architectlousy developeraccidental dbaSharePoint

SQL Server

This presentation is based on the SharePoint Server 2013 Preview release

Level 100 / 200 but still very much technical

Disclaimer

THE NEW WAY TO WORK TOGETHER

SharePoint

ManageBuild

DiscoverOrganize

SHAREShare

What we’ll cover Architectural changes & enhancements System requirements New capabilities of the platform Benefits for the IT Professional Highlight key learning areas

Find the perfect balance between compliance and collaboration

Manage RiskEmpower end users while managing risk, complexity, and costs

Manage Your TimeEfficiently

manage infrastructure while maximizing uptime, minimizing failures and downtime

Manage Cost

Key investments

SharePoint 2013 ArchitectureArchitectural model has stayed same as in the previous version

Numerous platform level improvements and new capabilities:

• Shredded Storage• SQL Improvements• Distributed Cache Service• Request Management• Host Named Site Collections• Upgrade Experience• Search

Service applications in SharePoint 2013

New service applications available and improvements on existing ones

Office Web Apps is no longer a service application

Web Analytics is no longer a service application, it’s part of search

Work Management Service Task aggregation betweenSharePoint, Exchange & Project Server

11

Work Management Service

Machine Translation Service Cloud-based translation services Can translate documents, pages and sites Supports variations

Machine Translation Service

Timer job

App Management Service Supports the new App model Stores licenses & permissions

App Management Service

WFE

Permissions and licensesin service app database

Application Server hosting service app

App management

1

2

3

4

App Users in Portal

App Management Service

Example of an app URL:https://apps-87e90ada14c175.contosoapps.com/myapp/pages/default.aspx

Setup requires IT Pro intervention for Apps & Webapps configuration in central admin Choice of an Apps domain DNS configuration SSL configuration

PowerPoint Conversion Service Similar service as Word Automation Service Converts PPT to PPTX Converts PPTX to PDF, XPS or images

User Profile Services: Improved• New profile sync possibilities• Social data now stored in My Site• Performance enhancements

SharePoint Farm

User ProfileService

Application

Active Directory

FIM

C#

Direct Active Directory

Import

External System

BCS

Click to insert photo.

Service DatabasesService Applications with their own DBs:

App Management ServiceBusiness Data ConnectivityManaged Metadata ServiceSearchSecure Store ServiceMachine Translation ServiceState ServiceUsage and Health Data CollectionUser ProfileWord Automation ServiceAccess Services App databases

Office Web Apps Server Moved into a standalone product Cannot be installed together with SharePoint

Can be leveraged by Exchange & Lync More deployment flexibility

Manage cost

System requirements, architecture, scalability & performance

System RequirementsSharePoint Servers

Processor: 64-bit, 4 cores

RAM:

• 12 GB for production use as a farm member

• 24 GB for developer or evaluation use as standalone

Hard disk:

• 80 GB free for system drive

• Maintain 2x free space as available RAM

System RequirementsDatabase Servers

Processor:

• 64-bit, 4 cores for small deployments

• 64-bit, 8 cores for medium deployments

RAM:

• 8 GB for small deployments

• 16 GB for medium deployments

Hard disk:

• 80 GB free for system drive

Software requirements: SharePoint

PrerequisitesWindows Management Framework 3.0Application Server RoleWeb Server (IIS) RoleMicrosoft .NET Framework 4.5

Microsoft SQL Server 2008 Native ClientWindows Identity FoundationMicrosoft Sync Framework RuntimeWindows Server AppFabricWindows Identity FoundationMicrosoft Information Protection and Control ClientMicrosoft WCF Data Services

Windows Server 2008 R2 Service Pack 1

Windows Server 2012 Provides support for Windows PowerShell 3.0

Provides support for information protection

.NET Framework 4.0

Provides in memory distributed caching

Provides support for Windows PowerShell 3.0

Provides support for information protection

.NET Framework 4.5

Enables the creation & consumption of OData services

Provides in memory distributed caching

Windows Management Framework 3.0

Microsoft .NET Framework 4.5

Windows Server AppFabric

Microsoft Information Protection and Control ClientMicrosoft WCF Data Services

Software Requirements: Database

64-bit edition of SQL Server 2012

64-bit edition of Microsoft SQL Server 2008 R2Service Pack 1

Software Requirements: Clients Office 2010 or Office 2013 SharePoint Designer 2010 or 2013 SharePoint Workspace 2010 or SkyDrive Pro

Internet Explorer 8 and above supported Firefox, Chrome, Safari supported with limitations

Manage costComprehensive I/O performance across disk and data.

Get optimal storage use and maximize the benefits of sophisticated storage infrastructure with comprehensive IO improvements.

Storage optimization with Shredded Storage

Confidently deploy very highly available and scalable storage infrastructure at a significantly lower cost with new storage protocols.

Support for SQL Server 2012 and Windows Server 2012.

Shredded Storage The goal is to make changes equal to the size of the change, not size of the file

SharePoint 2010: client > web server SharePoint 2013: web server > database server

How it works

• We break the file into pieces and store that in SQL• On update we only touch the pieces that

correspond to the updated bits• No more round tripping entire files to the WFE and

back like in SharePoint 2010

Shredded Storage

Manage cost Downtime mitigation through application aware routing and management

Achieve maximum availability and protect your infrastructure from attack.

Unprecedented scale through Distributed Cache

Fuse memory across machines to maximize performance.

Rich navigation and performance reduction through Minimal Download

Reduce bandwidth utilization.

Request Management Gives 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

Request Management – Capabilities• Route traffic to healthiest web servers• Identify harmful requests and deny them• Prioritize requests by applying throttling• Send all requests of specific type to

specific machines• …

33

Distributed Cache In memory cache to minimize io needs Heavily used with authentication and social feeds

Dedicated caching servers recommended Health rules for monitoring available Contributes to the memory footprint of 2013

Improves (perceived) page rendering performance

• Only sends changes to the client

• Enabled by default on most common site templates

• Can be built on by developers

Minimal Download Strategy

Manage cost Control costs and improve efficiency.

Create adaptable cross-premises environments with public and private cloud deployment options.

Provide high performance and scale based on the needs of the business.

Reduce datacenter density and provide dynamic scale with Windows Azure.

Deploy in hours as opposed to days.

Broad cloud deployment options for maximum flexibility.

Deployment flexibility On premises Hosted IaaS (Windows Azure) Hybrid

Supporting flexibility Virtualization Multi Tenancy capabilities More control over the URL namespace

Maximize your current infrastructure investments

Host Named Site Collections: What“Multiple site collections with their own host name consolidated into the same web application”

+ consolidation+ scalability+ simplicity

Host Named Site Collections: NewMultiple url’s per site collection soyou’re not tied to 5 url’s anymore

Hugely impacts logical design!

Path Based Site Collections: WhenStay with the traditional approach if you need

Out of the box self service site creation Multiple unique managed paths per webapp

Multiple application pools

customer-a.com/projectscustomer-a.com/teamscustomer-b.biz/meetings

customer-c.biz/hr

Manage risk

Compliance, Policies, Security, Reliability

Manage riskCentral access policies to apply safety net policies.

Define who can access what information within the organization with centralized site collection policies

Central audit policies for compliance reporting and forensic analysis.

Identify who accessed highly sensitive information with comprehensive audit policies.

Rights Management Services (RMS) encryption for sensitive documents.

Policies & Rights Management Labels, Barcodes, Auditing & Retention Integration with Information Rights Management server in Active Directory

Site level retention policies

Manage risk

Comprehensive information protection and expiration.

Implement site closure policies to purge information no longer needed.

Site Closure Close down (& delete) sites that are not needed anymore

When closed, site will be “ignored” by SharePoint

Site is still accessible by URL

Enterprise Content ManagementSite-level retention policies

Compliance levels extended to sitesPolicies include:

Retention policy for sites and Team Mailbox associated with site

Project closure and expiration policy

Discovery CenterDesigned for managing discovery cases

and holdsEstablishes a portal through which you

can access discovery cases to conduct searches, place content on hold, and export content

Manage riskSecurity configuration for published environments

Mitigate threats through built-in security controls and prevent malicious content.

Protect and preserve your business communications

Protect, preserve, and persist information across SharePoint and Exchange with new eDiscovery capabilities.

Allow/disallow iFrames for contributers

Specify allowed external domains

HTML Field Security

Enterprise Content ManagementeDiscovery capablities

Support for searching and exporting content from file shares

Export discovered content from Exchange and SharePoint

Team foldersSeemless integration of Exchange

and SharePoint to provide best of both world and end user flexibility

Manage risk

Reliability

System Status Notifications

Present important information to your users on upgrades, maintenance or read-only mode.

Developer Dashboard

Present important information to your users on upgrades, maintenance or read-only mode.

Developer Dashboard v2

Manage your time

Upgrade, Provisioning & Search

SharePoint Upgrade Methods Gradual Upgrade In Place Upgrade Database Attach Upgrade

Gradual Upgrade In Place Upgrade Database Attach Upgrade

Gradual Upgrade In Place Upgrade Database Attach Upgrade

Version to version upgrades

Databases supporting database attach Content databases Project databases Search admin database Profile database Social database Managed Metadata database Secure Store database Access databases

Note: Supported for B2B upgrades only

Upgrade considerations

Test-SPContentDatabase is still your best friend

Authentication mismatches Missing customizations …

It’s all about Claims Based AuthN now

Manage your time Balance the needs of users with

those of IT with improved upgrade experiences

Empower site administrators to decide when upgrade is right for their users through delegation of upgrade.

Provision evaluation site collections and fix issues without affecting live data

Deferred Site Collection Upgrade Allows existing 2010 site collections to work

unchanged in 2013 Replaces Visual Upgrade Requires deep backwards compatibility Default state for all site collections in upgraded

databases Sites can run in 14 mode & 15 mode

Upgrade Evaluation Site Collections Allows upgraded preview of existing site in 15 mode Makes side by side copy of existing site collection Sends email notification when copy and upgrade is

completed

Other improvements to upgrade Site Collection Health Checks – look for common issues Upgrade logging much better and available per site

collection Site collection upgrade throttling to prevent self-service

overload Services farm can be upgraded first System event notification system to display

operational messages during upgrade

System Status Bar Notification Examples

Manage your time Resilient and simple automation with

Windows PowerShell 3.0

Establish resilient command-line sessions to remote servers with improved cmdlet discovery and simplified syntax to manage every aspect of your deployment

Preserve customizations and drive broad user adoption

Provision backward compatible site collections through selective provisioning.

• 2013 Mode

• 2010 Mode

• Choice Mode

Selective Provisioning

Search • Completely redesigned• Only a single version• Easier to manage• A lot more capabilities• Many search driven

workloads to support

Key Changes

Logical Architecture

Scaling the index component

An index partition is a logical portion of the entire search index.

Each partition is served by one or more index components (or “replicas”)

Other secondary (or “passive”) replicas are there for fault tolerance and increased query throughput

Search Processes Host Controller

A Windows Service that supervises NodeRunner process(es) on a given box

It restarts failed NodeRunner processes: if a NodeRunner fails, the HostController will detect this and restart it

NodeRunner.exe Is the process that hosts the search components There might be several instances of this process on a single box

MSSearch.exe Is the Windows Service that hosts the Crawl Component

Search Host Process Multiple NodeRunner instances can

run on the same server Each NodeRunner instance hosts

one search component E.g. If you have Content

Processing Component and Index Component on one server you will have two NodeRunner instances – one for each

On a default single server install there will be 5 instances of the NodeRunner.exe process

Scaling the Search Topology

Target: 10 Million Items

Query

Crawl

Content Processing

Analytics

Admin

Index

Scaling the Search Topology Query

Crawl

Content Processing

Analytics

Admin

Index

Target: 100 Million Items

Crawling “Continuously” “Continuous crawling” is a new feature to crawling in

SharePoint 2013 – it only applies to SharePoint sources

When you crawl continuously every 15 minutes (by default) the crawler gets changes and pushes them to content processing

Because of changes in how the index is created and stored, a document can appear in the index within seconds of going through the content processing component – you no longer have to wait for long index merges until it shows in results

Continuous Crawl vs. Incremental Crawl Both Continuous and Incremental crawls are supported

in SharePoint 2013 – use both by splitting start addresses into two content sources

Continuous crawl has these advantages: Starts working even when the first full crawl is ongoing so you don’t have to wait for full

crawl to complete for content to start being searchable Continuous crawls happen in parallel, so one long crawl does not block a new one from

starting Continuous crawls mark errors for recrawl later and continue instead of using retry logic;

this lets them complete much quicker if there are issues

Incremental crawl has these advantages: You control the schedule if you don’t have sufficient hardware to support continuous crawls It has extensive retry logic built in when errors occur

Result Sources Scopes & federated search in 2010 Supports remote SharePoint index

> Office365> oAuth trust relationship

Managed by site collection admins

Other improvements Anonymous content sources support New parsing features

automatic file format detectionvisual metadata extraction

Native pdf support (hell yes!)

Other improvements Entity extraction for companies now uses the managed metadata term store

Schema management also possible at site collection level

Lots of query manipulation possibilities like spelling correction (“did you mean”)

Query Rules Act upon query intent Trigger multiple queries and multiple result sets

Multiple conditions to match Multiple actions can be performed, such as “promoted results”

Can be activated/deactivated

Result Types SharePoint 2013 includes a new framework for

presenting search results to end users called result types

Result types have several elements that enable each type to be rendered differently:

Query Suggestions Query Suggestions are now intelligent, personal & behavior driven

80

Office Web Apps integration Thumbnails Browse complete documentfrom within your search results!

New Site Search Admin TasksTask Site

Collection Admin

Site Admin

Create and/or override Query Rules, including Promoted Results

Create and/or override Result types and display templates

Create and/or override Result Sources, either for remote locations or as a custom search “vertical”

Create managed properties

Create refiners

Start a local crawl – can even be done down to the list level

Import / Export configuration – query rules, result sources, etc.

Get started with SharePoint

82

Download the evaluation and experience SharePointhttp://office.com/preview

Learn morehttp://sharepoint.microsoft.com/

Build knowledge through training on SharePointhttp://technet.microsoft.com/sharepoint/fp123606

Q & A@thomasvochten

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.