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Microsoft SharePoint 2013: Designing and Architecting Solutions

Book Description

Get the information you need to make good SharePoint design decisions

Determine the best design for your SharePoint implementation by gaining a deeper understanding of how the platform works. Written by a team of SharePoint experts, this practical guide introduces the Microsoft SharePoint 2013 architecture, and walks you through design considerations for planning and building a custom SharePoint solution. It’s ideal for IT professionals, whether or not you have experience with previous versions of SharePoint.

Discover how to:

  • Dive deeper into SharePoint 2013 architecture components

  • Gather requirements for a solution that fits your needs

  • Upgrade from Microsoft SharePoint 2010 to 2013

  • Design service applications for performance and redundancy

  • Provide the right storage plan for a SharePoint farm

  • Map authentication and authorization requirements to your solution

  • Take steps necessary to design a secure implementation

  • Plan your business continuity management strategy

  • Validate your SharePoint architecture to ensure success

  • Table of Contents

    1. Special Upgrade Offer
    2. Introduction
      1. Who this book is for
        1. Assumptions about you
      2. Organization of this book
      3. Acknowledgments
      4. Errata & Book Support
      5. We want to hear from you
      6. Stay in touch
    3. I. Planning for Microsoft SharePoint 2013
      1. 1. Understanding the Microsoft SharePoint 2013 architecture
        1. Exploring the SharePoint farm components
          1. The SharePoint farm hierarchy
            1. Farm
            2. Web applications
            3. Databases
            4. Site collections
            5. Sites (webs)
            6. Lists and libraries
            7. Folders
            8. List items
        2. Examining the SharePoint file system
          1. IIS files
            1. _app_bin
            2. _vti_pvt
            3. App_Browers
            4. App_GlobalResources
            5. Bin
            6. wpresources
            7. global.asax
            8. web.config
          2. SharePoint Root
          3. Feature Fallback behavior
          4. Deployed solutions
            1. Farm solutions
            2. Sandboxed solutions
            3. SharePoint App model
        3. Examining the SharePoint databases
          1. SQL Server aliases
          2. SharePoint system databases
          3. SharePoint service application databases
        4. Putting it all together
      2. 2. Introducing Windows PowerShell and SharePoint 2013 cmdlets
        1. Exploring the role of Windows PowerShell
          1. Brief history of Windows PowerShell
          2. Basic Windows PowerShell syntax
        2. Understanding the benefits of Windows PowerShell
        3. Windows PowerShell 3.0 enhancements
        4. Configuring permissions for Windows PowerShell and SharePoint 2013
        5. Examining the Windows PowerShell management shells
        6. Selecting a profile to use in Windows PowerShell ISE
        7. Working with Windows PowerShell cmdlets
        8. Discovering SharePoint-specific Windows PowerShell cmdlets
        9. Working with SharePoint disposable objects
        10. Putting it all together
          1. Creating a sample site (site collection)
          2. SharePoint 2013 Search service application topology management
      3. 3. Gathering requirements
        1. Importance of gathering requirements
          1. Why gather requirements?
          2. When to gather requirements
          3. Planning for success
            1. Metrics for success
          4. Identifying stakeholders
          5. Organizational objectives
            1. Prioritizing goals
            2. Mapping objectives to functionality
          6. Deliverables
            1. Usage scenarios
            2. Functional requirements
            3. Nonfunctional requirements
            4. Taxonomy and metadata
            5. Content types
            6. Site structure
            7. Governance plan and documentation
          7. Information architecture
            1. Benefits of IA
            2. Site architecture
            3. Metadata architecture
            4. User challenges
          8. Logical architecture
          9. Physical architecture
          10. Understanding system requirements
          11. Minimum hardware and software requirements
          12. SharePoint Online and hybrid architecture considerations
            1. When to consider SharePoint Online or hybrid architecture
            2. Hybrid requirements
          13. Putting it all together
            1. Planning a successful SharePoint solution strategy
            2. Planning a governance strategy
            3. Planning the IA
            4. Identifying business processes that will use SharePoint 2013
            5. Understanding the security requirements
            6. Understanding the business intelligence requirements
            7. Understanding the role of the Office client
            8. Understanding the performance and reliability requirements
    4. II. Design considerations for Microsoft SharePoint 2013
      1. 4. Understanding the service application model
        1. Exploring the service application architecture
          1. Key concepts
        2. Discovering the service application components
          1. Service application endpoint using the WCF framework
          2. Service application proxies
          3. Service application implementation
          4. Database(s) and service applications
        3. Examining the changes in OWA
          1. How does it work?
        4. Examining the changes in workflows
          1. How does it work?
        5. Discovering the new web service applications available in SharePoint 2013
          1. Access Services
            1. How does it work?
          2. The App Management service
            1. How does it work?
          3. The Machine Translation service
            1. How does it work?
          4. The WMS application
            1. How does it work?
        6. Discovering the updated web service applications available in SharePoint 2013
          1. Access Services 2010
          2. The BDC service
            1. How does it work?
          3. Excel Services
            1. How does it work?
          4. The MMS application
          5. The PPS application
            1. How does it work?
          6. The Search service application
            1. How does it work?
          7. SSS
          8. UPA
            1. How does it work?
          9. VGS
            1. How does it work?
          10. WAS
            1. How does it work?
        7. Discovering the service applications that SharePoint creates automatically
          1. The Application Discovery and Load Balancer service
          2. STS
            1. User authentication in SharePoint 2013
            2. How does it work?
            3. S2S authentication in SharePoint 2013
        8. Exploring service federation
        9. Putting it all together
          1. Creating the farm trust
          2. Configuring the topology service
          3. Publishing your service application
          4. Connecting to your service application
          5. Setting the service application permissions
      2. 5. Designing for SharePoint storage requirements
        1. Database engine requirements for SharePoint 2013
          1. Overview of HA options
          2. Failover clustering
          3. Database mirroring
          4. Log shipping
          5. AlwaysOn Failover Cluster Instances
          6. AlwaysOn Availability Groups
        2. Initial optimization and configuration of SQL Server for SharePoint 2013
          1. SQL Server collation
          2. SQL Server MDOP
          3. Additional SQL Server considerations
            1. Dedicated SQL Server
            2. Autocreate statistics
            3. SQL aliases
            4. Configuring a SQL Server client alias
              1. SQL Client Configuration Utility (Cliconfg.exe)
              2. SQL Server Configuration Manager configuration of SQL Server client aliases
              3. Windows PowerShell configuration of SQL Server client aliases
            5. Proactively managing the growth of data and log files
            6. Continuously monitoring SQL Server storage and performance
            7. Using backup compression to speed up backups and reduce file sizes
        3. Overview of SharePoint Server 2013 databases and their roles
          1. SharePoint Foundation 2013 databases
            1. Configuration database
            2. Central Administration content database
            3. Content database
            4. App Management database
            5. Business Data Connectivity database
            6. Search service application databases
            7. Search Administration database
            8. Analytics Reporting database
            9. Crawl database
            10. Link database
            11. Secure Store database
            12. Usage (and Health Data Collection) database
            13. Subscription Settings database
          2. SharePoint Server 2013 databases
            1. Profile database
            2. Synchronization database
            3. Social database
            4. Word Automation database
            5. Managed Metadata database
            6. Machine Translation Services database
            7. State Service database
            8. PowerPivot database
            9. PerformancePoint Services database
            10. Access Services 2013
          3. SharePoint 2013 Integrated Reporting Services databases
            1. Report Server Catalog
            2. Report Server TempDB
            3. Report Server Alerting
          4. SQL Server 2008 R2 (SP1) and SQL Server 2012 system databases
        4. SharePoint 2013 database capacity planning
          1. SQL Server storage and IOPS
        5. Enabling SQL Server BI within SharePoint 2013
        6. Shredded Storage in SharePoint 2013
        7. Putting it all together
          1. Introducing SQLIO
          2. Testing your SQL Server internal drives
          3. Testing your iSCSI network drives
          4. Testing your SQL Server drives from SharePoint
          5. Stress testing your SQL Server drives
          6. Disk subsystem performance information
      3. 6. Mapping authentication and authorization to requirements
        1. Analyzing AuthN options
          1. Windows authentication
            1. Basic
            2. Digest
            3. NTLM
            4. Negotiate (Kerberos)
            5. Configuring Kerberos in SharePoint
            6. Classic mode vs. Claims mode
            7. Converting Classic mode to Claims mode
          2. Anonymous authentication
          3. Claims-based authentication
            1. Forms-based authentication (FBA)
            2. SAML token-based authentication
            3. OAuth authentication
            4. App authentication
            5. S2S authentication
            6. Claims encoding
        2. Examining SharePoint authentication components and methodologies
          1. Authentication zones
          2. AAMs
          3. Self-Service Site Creation
          4. Site collection host headers
        3. Investigating authentication (AuthN) services
          1. Claims to Windows Token Service (c2WTS)
          2. Secure Store Service (SSS)
          3. Business Connectivity Services (BCS)
        4. Exploring authorization (AuthZ) features
          1. Application policies
          2. The People Picker
          3. Sharing
        5. Putting it all together
      4. 7. Designing for platform security
        1. Preventing, tracking, and reporting on SharePoint installations
          1. Preventing SharePoint installations
          2. Tracking SharePoint installations
          3. Reporting SharePoint installations
        2. Encrypting communications
          1. Certification Authorities (CAs)
          2. Communication between the client and server
          3. Server-to-server communication
          4. SharePoint server communications
          5. SSL and SQL Server
          6. IPsec IKEv2
        3. Planning for and configuring SQL Server Transparent Data Encryption
        4. Installing SharePoint using least privileges
          1. Application pools
          2. User accounts
          3. SharePoint Managed Accounts
        5. Understanding roles and group permissions
          1. Roles
          2. Group permissions
        6. Putting it all together
      5. 8. Upgrading your SharePoint 2010 environment
        1. Introducing upgrades
          1. Authentication upgrade
          2. Database attach upgrade
          3. In-place upgrade
          4. Supported databases
          5. Unsupported databases
          6. Upgrade implementation improvements
            1. Deferred site collection upgrade
            2. Feature Fallback behavior
            3. Site Collection Health Check
            4. Upgrade Evaluation Site collections
            5. Site collection upgrade throttling
            6. System Status Bar and notifications
            7. Email notifications
            8. Logging
          7. Overview of upgrade process
            1. Upgrade stages and responsibilities
            2. Services upgrade and overview
            3. Shared Services Farm
        2. Preparing your upgrade
          1. Cleaning up your content databases
          2. Cleaning up your environment
          3. Documenting your environment
          4. Documenting current settings
          5. Documenting environment settings
          6. Documenting service settings
            1. Customizations
          7. Managing customizations
            1. WSP files
            2. Remote BLOB Storage (RBS)
            3. Third-party products
            4. Manually deployed code and updates
          8. Documenting other services
            1. InfoPath Forms Service
            2. Excel Services
            3. Microsoft Office Web Apps
            4. User Profile Service
          9. Classic-mode authentication
          10. Language packs
          11. Limiting downtime
            1. Read-Only mode
            2. Parallel site upgrades
        3. Testing your upgrade
          1. Upgrading your test farm
          2. Validating your test upgrade
          3. Learning from your deployment
        4. Implementing your upgrade
          1. Minimizing downtime
          2. Upgrading your production farm
          3. Monitoring progress
        5. Validating your upgrade
          1. Verifying your upgrade
          2. Troubleshooting your upgrade
        6. Putting it all together
          1. Scenario
          2. Current farm
          3. End goal
          4. Test environment
          5. Test migration strategy
          6. Building the test farm
          7. Upgrading the Search Service application
          8. Upgrading the Search Center
          9. Federating the Search service
          10. Upgrading the remaining service applications
            1. UPS application
          11. Trust but verify
          12. Service application creation
          13. Customizations
          14. Upgrading the content databases
          15. Upgrading My Site content
          16. Upgrading sites
          17. Back to Search
          18. Finally!
    5. III. Concepts for infrastructure reliability
      1. 9. Maintaining and monitoring Microsoft SharePoint
        1. Monitoring a SharePoint environment
          1. Understanding SharePoint monitoring requirements
            1. Daily processes
            2. Weekly processes
            3. Monthly processes
          2. Monitoring the health of SharePoint
          3. Configuring usage and health provider settings
          4. Monitoring performance counters
          5. Monitoring page performance
          6. Monitoring SharePoint storage
        2. Tuning and optimizing a SharePoint environment
          1. Resource throttling
          2. SQL optimization
          3. Defining and executing a database maintenance plan
            1. Reviewing the database Health Analyzer rules
            2. Checking the database for consistency errors using <span xmlns="http://www.w3.org/1999/xhtml" xmlns:epub="http://www.idpf.org/2007/ops" xmlns:m="http://www.w3.org/1998/Math/MathML" xmlns:pls="http://www.w3.org/2005/01/pronunciation-lexicon" xmlns:ssml="http://www.w3.org/2001/10/synthesis" xmlns:svg="http://www.w3.org/2000/svg" class="emphasis"><em>DBCC CheckDB</em></span>
            3. Measuring and reducing index fragmentation
            4. Fine-tuning index performance by setting a fill factor
            5. Shrinking data files
            6. Creating a SQL Server maintenance plan
          4. Fine-tuning network performance
            1. Authentication
            2. NIC
            3. Switches and routers
            4. Virtual servers
          5. Planning and configuring caching
            1. Distributed Cache service
            2. Output Cache
            3. Object Cache
            4. BLOB Cache
          6. Introducing Request Management
        3. Troubleshooting a SharePoint environment
          1. Understanding the issues through logs
        4. Putting it all together
      2. 10. Planning your business continuity strategy
        1. Planning for your business continuity needs
          1. Understanding what to protect
          2. Applying BCM objectives
        2. Exploring the features native to SharePoint
          1. Native backup and restore
            1. Backup
            2. Restore
          2. Site-collection backup
            1. Backup-SPSite
            2. Restore-SPSite
          3. Exporting a site or list
          4. Recovering data from an unattached content database
          5. Restoring data using the Recycle Bin
          6. Read-only improvements
        3. Avoiding service disruptions
        4. Implementing various business continuity techniques
          1. Failover clustering
            1. How it works
            2. Active-Passive
            3. Active-Active
            4. Active-Passive-Active
            5. Disadvantages
          2. Database mirroring
            1. How it works
              1. In high-safety mode
              2. In high-availability mode
            2. Disadvantages
          3. Log shipping
            1. How it works
            2. Disadvantages
          4. AlwaysOn Availability
            1. How it works
            2. Disadvantages
        5. Implementing network load balancing
        6. Putting it all together
          1. Contoso requirements
          2. Key factors
          3. Solution
      3. 11. Validating your architecture
        1. Verify farm contentment
          1. Microsoft ULS Viewer
            1. Setting up ULS Viewer
          2. Developer Dashboard
        2. Verifying port allocation and web requests
          1. Fiddler
            1. Setting up Fiddler
          2. Internet Explorer Developer Tools
        3. Verifying Kerberos with Klist
        4. Inspecting your network packets
          1. Microsoft Network Monitor
          2. Microsoft Message Analyzer
        5. Testing your environments
          1. Inspecting your IIS logs
            1. Microsoft Log Parser
            2. Setting up LPS
          2. Performance-testing your environment
            1. Creating your test plan
          3. Load-testing your environment
            1. Test environment options
            2. Setting your load test standards
            3. Determining your farm’s capacity
            4. Setting up Visual Studio Ultimate 2012
            5. Creating your Performance Web Test
            6. Creating your load test
          4. Stress-testing your environment
            1. Creating your stress test
          5. Other load test options
            1. Visual Studio 2010 Ultimate
            2. Visual Studio Team System 2008 Team Suite
        6. Putting it all together
          1. Scenario
          2. Verifying sites
          3. Verifying Kerberos
          4. Setting up Visual Studio Ultimate 2010
            1. Create the performance test
          5. Create the load test
          6. Documentation
          7. Finally!
    6. A. About the authors
    7. Index
    8. About the Authors
    9. Special Upgrade Offer
    10. Copyright