Basic SharePoint Training for IT Professionals

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© 2012 McGladrey LLP. All Rights Reserved.
John Mongell
Technology Consulting Services Manager
John.Mongell@mcgladrey.com
SharePoint IT Professional Training

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Agenda
 SharePoint Architecture
- terminology of the different components
 Security – Permissions
- AD integration vs SharePoint
 Office 365 vs. On Premise
- similarities & differences
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SharePoint Architecture - Terminology
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Users = accounts (people, service accounts)
Authentication = Confirmation of the Truth. The Claims Provider.
Server Farm = All the Windows Servers that work with SP.
Services = Web Service Application
Application Pool = Grouping of URLs that define a Web Application
Site Collections = a whole bunch of sites grouped by a URL
Site = a single web
Content Databases = holds all content
Zones and URLs = isolated URLs for a single site ie: portal.sharepoint.com vs my.sharepoint.com

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SharePoint Architecture - Terminology
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SharePoint Architecture - Terminology
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What are SharePoint Services?
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PerformancePoint
Subscription
Settings
App
Management
PowerPoint
Automation
Work
Management
Word
Automation
Search Managed
Metadata
User Profile Access Services
Visio Graphics
Service
Machine
Translation
Excel Services
Secure Store
Service
Business Data
Connectivity

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What’s an Application Pool?
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 Application pools allow
you to isolate your
applications from one
another, even if they
are running on the
same server. This way,
if there is an error in
one app, it won't take
down other
applications. Each App
Pool runs in its own
worker process.

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What’s inside a Site, anyway?
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 Templates Sites in a site collection can each use different templates.
 Language If language packs were installed on the web server, you can select a specific language to use together with the site template when you create a new site. The user
interface that appears on the site is displayed in the language that was selected when the site was created. Content and other items created by users are displayed in the
language in which they are created. For more information, see Plan for multilingual sites in SharePoint 2013 and Install or uninstall language packs for SharePoint 2013.
 Security You can define unique user groups and permissions for each site. For more information, see SharePoint 2010 Governance Planning (white paper). For information
about how to share securely, see Sharing - simplified on the Microsoft SharePoint Team Blog.
 Navigation You can fine-tune your site's navigation experience by configuring unique navigation links in each part of your site's hierarchy. Site navigation often reflects the
relationships among the sites in a site collection. Therefore, planning navigation and planning sites structures are closely related activities. For more information, see Overview
of site navigation in SharePoint 2013.In SharePoint Server 2013 publishing sites, you can use managed navigation to create a site navigation that is derived from a tightly
managed taxonomy. For more information, see Overview of managed navigation in SharePoint Server 2013.
 Web pages Each site can have a unique welcome page and other pages.
 Site layouts Each site can have a unique layout or master pages.
 Themes You can change colors and fonts on a site. For more information, see Plan for themes in SharePoint 2013.
 Regional settings Each site can have custom regional settings, such as locale, time zone, sort order, time format, and calendar type.
 Search Each site can have custom search settings. For example, you can specify that a particular site never appears in search results.
 Content types Each site can have unique content types and site columns.
 Workflows You can make each site have unique workflows.
 Apps You can install apps for SharePoint to deliver specific information or functionality to a SharePoint site. An app for SharePoint is a small, easy-to-use, stand-alone
application that solves a specific end-user or business need. For more information, see Overview of apps for SharePoint 2013.

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What is a Site Collection?
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Implementing Security
Do we use…
 AD Groups? maybe
 SharePoint Groups? always
 Exchange Groups? never
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User Profile Service
Connects to a Directory Service for :
- AD Import
or
- User Profile Synch
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Security Tenets
 Permissions management is best maintained and
audited by the use of "Groups"
 Maintaining 3 major groups will help with auditing
1. Site Owners (Full Control)
2. Site Members (Contribute)
3. Site Visitors (Read Only)
The Site Administrator would add existing Active Directory
Security Groups into these and/or add individual users to
these groups.
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Security Inheritance
 Maintained at highest level of site collection
 Trickles down to each site, subsite, object
 Can be “broken” to create a unique permission schema
DANGER!
By using individual object permissions and not utilizing groups, there is
a considerable performance hit. Especially with the Search Indexer.
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14. Analytics,
PerformancePoint
In comparison to SharePoint 2013 on-
premises
BI Excel Services, Power View, PowerPivot
SharePoint Online SharePoint 2013
Deep refinement,
enhance relevancy
Search People/Expertise, hover card, enterprise search
Full-trust code, BCS+Developer Cloud app model, Sandbox, CSOM, BCS
Cross-site scripting,
content by search
Internet Public Website, Design Manager, apps/store
Central AdministrationAdmin Tenant-level, PowerShell, IRM, Recycle Bin
ECM / Social
eDiscovery, Records Center, Site Mailbox, Mobile, Newsfeed, Follow, #, @
dot dot dot

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On premises vs Online
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• Regularly applied patches
• 99.9% availability only
• Built in DR
• Support for 5 Industry
Compliance Standards:
• ISO 27001
• EU model clauses
• Accountability Act(HIPAA,BAA)
• FISMA
• FERPA
• Farm is within Corporate Firewall
• Internal IT Team can support it
• On Premises AD used (and happily maintained)
• Availability requirements to meet 99.9% or
.99% or .999%
• The need for Enterprise level services
(BCS, PerformancePoint, InfoPath, FAST)
On Premises O365

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On premises vs Online vs Hybrid
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On premises vs Online vs Hybrid
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On premises vs Online vs Hybrid
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Online Storage Story
FEATURE DESCRIPTION
Storage per user (contributes to total storage base of
tenant)
500 megabytes (MB) per subscribed user.
Site collection quota limit Up to 100 GB per site collection.
SharePoint admins can set storage limits for site collections and sites. The minimum storage allocation per site
collection is 24MB.
Total available tenant storage 10 GB + 500 MB per user.
For example, if you have 10 users, the base storage allocation is 15 GB (10 GB + 500 MB * 10 users).Up to a
maximum of 100 GB. Additional storage for Small Business plans is not yet available.
Personal site storage 25 GB per user, as soon as provisioned.
This amount is counted separately, and does not add to or subtract from the overall storage allocation for a
tenant. Personal site storage applies to a user’s SkyDrive Pro library and personal newsfeed. For more
information, see Additional information about SkyDrive Pro limits.
Public Website storage default 5 GBA SharePoint admin can allocate up to 100 GB (the limit for a site collection).
File upload limit 2 GB per file.
Number of users 1 – 25 users
Maximum number of external users invitees Up to 500 unique external users in the directory (external users who have accepted sharing invitations).
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“When reviewing the information in the table, remember that the base storage limits for Office 365 for
Small Business (10 GB + 500 MB per subscribed user) will affect some of these values. For example,
although SharePoint Online for Small Business imposes a limit of 100 GB per site collection, your
particular tenant might not have enough storage available to contain a site collection of 100 GB.”

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File Preview (Web apps)
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Drag and drop upload
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In the context of
the library, you
can drag drop
without having to
open a special
upload window.

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In context searching
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By default… in
context searching in
the same library.
This is great usability
improvement.

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Share – it’s a feature!
The Share or Guest
Links feature will email
a link to remote or
internal users to read or
edit JUST that
document.
Option for remote
sharing:
No sign-in required!
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FULL Mobile support
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The Mobile App
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Tasks - A Work Management Service
Users can view and track ALL
of their to-dos and tasks in a
timeline.
Tasks can be cached to a
user's personal site
Tasks can be pulled from
Exchange, Project Server
and SharePoint
…And it's based on 'Provider
model' so that other systems
can be integrated in the
future
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Design Manager
Branding made simple
Create new look and feel
from any HTML editor
(even Dreamweaver)
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In Line Site Styles
Change the look from stock
styles and try it out, before
you apply it.
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App Provider Model
Install MSFT and Vendor
apps from the App Store.
New apps are added almost
daily from developers.
It’s already a rich community.
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SkyDrive
In SharePoint 2013 there is a SkyDrive link in navigation.
This "SkyDrive" link is NOT a direct link to your SkyDrive personal
storage site's folder in the cloud (live.com). Instead this opens up to a
document library in your MySite.
From there you can choose to synch your Windows8 SkyDrive files to
this SharePoint library.
So, from SharePoint's perspective, the context of the term 'Sky' refers to
SharePoint. This will not violate any company security policies.
Mark Kashman called this a “branding exercise” due to that analogy.

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SkyDrive Pro - soon to be renamed OneDrive Business
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*Pro features include
metadata searching, social
networking and
collaboration, workflow and
compliance.
Click “Sync” on a
SharePoint library and you
will get the documents
offline in your Windows
Explorer, Office applications
and more.

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SkyDrive Pro
On Windows 8 with SharePoint On-Premise there is SkyDrive Pro icon that is on
your computer.
This folder is basically a My Documents and Share Documents. Same as in Win7
My Documents and Public Documents.
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Links
SharePoint Boundaries and Limits
This article describes some important limitations that you might need to know for different SharePoint Online plans in Office 365. For
example, it provides information about number of supported users, storage quotas, and file-size limits. This article covers a range of
plans: SharePoint Online in Office 365 Small Business and in Office 365 Enterprise, plus standalone plans. The limits that are listed are
for paid subscriptions. You might see different limits for trial plans and SharePoint Online preview sites..

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Q & A
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SharePoint Consulting
Infrastructure/IT Outsourcing
Microsoft Cloud
SharePoint 2013
@JohnMongell
mongell.blogspot.com

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