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SharePoint Saturday NZ – SharePoint Operational Management
                          December 10th 2010

             Chandima Kulathilake – Director, Technology
Who am I?

• Chandima – aka “Chan” @chandimak on
  twitter
• Director @ Knowledge Cue
• Started with SharePoint 2001... It’s been a
  great journey
• SharePoint MVP since 2007
• www.chandima.net/blog
• chan@knowledgecue.com
Knowledge Cue
•   Help with strategy and planning for SharePoint
•   Sense making for large enterprise projects
•   Pre RFP stage expectation setting
•   SharePoint best practices/ “real world”
    balancing act
•   Consulting and deployment support
•   Microsoft certified SharePoint experts
•   @knowledgecue on twitter
•   www.knowledgecue.co.nz
Session Agenda

• SharePoint Platform 101
  – The Definition
  – The Technologies
• Operational Management
  – Servers and “farms”
  – Sites and Solutions
• Demos
Software Platform

• In computing, a platform describes some sort
  of hardware architecture and software
  framework (including application
  frameworks), that allows software to run.
  Typical platforms include a computer's
  architecture, operating system, programming
  languages and related user interface (runtime
  libraries or graphical user interface).
•   -thanks Wikipedia.org
SharePoint - Platform



         FAST Search
           Service
Business




Solution



               Solution



                          Solution



                                     Solution
           SharePoint Platform



              Technology
Project Sites


                                     Online
                                   Procedures


                                     Finance
                                                   Business




                                    Team Site
Technology
             SharePoint Platform




                                    HR - Leave
                                   Management
SharePoint - The Technology Layer

 User Profiles
                 ForeFront                                              Configuration
     and                                                Messaging and                    Content
                  Identity   .Net Framework   ASP.net                    and Service                Data Recovery
Organisational                                          Communication                   Databases
                 Manager                                                 Databases
 Information




                                                        Exchange
                              Internet Information       Server +
    Active Directory                                                        SQL Server 2005/2008 (x64)
                                    Services               Lync
                                                          Server
Platform Infrastructure and SharePoint

•   Internal Authentication from Active Directory
•   Web Hosting via IIS
•   Data Storage through SQL Server
•   Enhanced Security via Rights Management
•   Directory Synchronisation via Identity Integration
•   Performance through disk and file management
•   Performance through physical network topology
•   Resilience through scalability and load balancing
•   Virus checking through ForeFront or other
•   Connectivity to LOB via Single Sign on
Choosing where to start

• Ensuring the platform (SharePoint) you choose is
  implemented and managed correctly
  –   Operating System Layer
  –   Technology Layer
  –   Backup, Redundancy, Recovery
  –   IT SLAs

• Separate the technical foundation deployment
  from functional or solution (ex: Intranet, DM,
  RM)
What is the core platform?

•   Hardware
•   Network
•   Software
•   Management and Operations
Microsoft Operational Framework
                 (MOF)
• Framework for delivering IT Service Solutions


     Plan            Deliver        Operate        Manage

• IT Strategy   • Envisioning   • Operating    • Managing
                • Planning      • Monitoring     Governance
• Standards     • Building      • Supporting   • Risk
• Policies      • Testing       • Addressing   • Compliance
• Finances      • Deploying       Issues       • Changes
                                               • Configurations
Operate phase of MOF
SMF        Operations           Service             Customer Service Problem
                                Monitoring and                       Management
                                Control
What it    Defines,             Observes IT         Provides users    Determines the
does       documents, and       service health      with a positive   root causes of
           executes the         and initiates       experience and    problems and
           work necessary       remedial actions    addresses         predicts future
           to efficiently and   to minimize the     complaints or     problems.
           successfully         impact of service   issues.
           operate IT           incidents and
           services.            system events.

What it    Operations Guide IT health data          Effective user    Effective problem
delivers                                            service           resolution
Operate
Roles and Responsibilities
                                              Manage


• Varies from organisation to organisation
  – IT Infrastructure Architects
  – SQL Server Database Administrators
  – IT Security Architects
  – Technology/Product Solution Specialists
  – Project Managers
  – (what NO Developers?)
What’s your scope?

• Internet (WCM)
• Intranet + Extranet
• Business Application Platform
  – DM/RM
  – Team Sites
  – BI Portals
  – Reporting
  – Point Solution
Platform - Planning activities

• Workshop – involving
  – Technology
  – Business
  – 3rd parties
  – Microsoft – If under “premier” support
Planning questions

•   Server capacity?
•   Virtualisation?
•   Custom applications supported?
•   Everything outsourced?
    – Network
    – Servers
    – SQL
    – In-house and outsourced mix?
SharePoint 2010 – The decomposition

• Logical Architecture
  –   Server farms
  –   Service applications
  –   Application pools
  –   Web applications
  –   Zones
  –   Policy for a Web application
  –   Content databases
  –   Site collections
  –   Sites
Finding balance

• You don’t need to scale if you don’t have to..
• Best practice is within your operational
  procedures and what you are trying to achieve
  – Ex. Does your SQL DBA periodically run
    maintenance checks of databases?
• Expectation management
  – Ex. A SharePoint server built for an publishing
    Intranet will not be able to do Business
    Intelligence solutions or external user access
What about this “Governance” thing?

• As an IT pro should I go on a “Governance Master
  class”?
• You are already doing it
  – Probably don’t call it that
• Do you have organisation SLAs?
  – Server management, Business continuity
• Who looks after support?
• Who is responsible for managing your servers?
  – Defined metrics or duties that must be done?
I will shoot the dog if you don’t apply
    Governance to my SharePoint!
Governance – is common sense




                                                                                                                                                                                                                                             Marketing Director or Biz Rep
                                              SharePoint Ops/Engineering




                                                                                                                                                                                                                                                                             Other LOB or Department
                                                                                                                                                               Support Desk Lead/SMEs




                                                                                                                                                                                        SP Architect (Consultant)
                                                                                                                                    SP Designer (Consultant)
                                                                           SharePoint Developer(s)




                                                                                                                                                                                                                    HR Director or Biz Rep
                                                                                                     Project Manager



                                                                                                                       IT Manager
    SharePoint Go LIVE Documents




Business Requirements Document                   C                               I                    A                  I                I                          I                     C                          R                          R                              R
Functional Design Doc                            R                            C                       A                 C                 I                          I                     C                              I                          I                             I
Branding Design &Page Layout Plans                   I                        C                       A                  I             R                             I                     C                           C                         C                                 I
Communication & Launch Plans                     C                               I                   R,A                R                 I                                                C                           C                         C                                 I
Change Management & Control Process              R                            C                          I              A                                                                  C
Operations & Maintenance Plan                 R,A                                I                       I              C                 I                          I                     C
Platform Security Doc & Review                   R                               I                    A                  I                I                                                C
Support Training Material                        R                                                    A                  I                                        C                        C
End User Training                                C                                                    A                  I                                        R                        C                           C                         C                              C




                                      Responsible for completing that step in the process
                                        Accountable for ensuring that step is completed
                                         Consulted prior to the completion of that step
                                      Informed of the results once that step is completed
Operational Teams

                                      SharePoint Operational
     SharePoint Go LIVE Documents             Team



Business Requirements Document                  C
Functional Design Doc                           R
Branding Design &Page Layout Plans              I
Communication & Launch Plans                    C
Change Management & Control Process             R
Operations & Maintenance Plan                  R,A
Platform Security Doc & Review                  R
Support Training Material                       R
End User Training                               C
Good questions to ask your
         “SharePoint Expert”
• How do you propose to separate the platform
  from solutions?
• Are you architecting the platform or the
  solution?
Solution


                                    Solution


                                    Solution




Development
                                    Solution


                                    Solution
Test
                                    Solution
              SharePoint Platform




                                    Solution


                                    Solution
Production




                                    Solution
Daily Tasks

•   Performing Physical Environmental Checks
•   Performing and Monitoring Backups
•   Checking Disk Usage
•   Checking the Event Viewer
•   Monitoring Server Performance
•   Monitoring Network Performance
Weekly Tasks

•   Archive Event Logs
•   Check for Security Updates
•   Review SLA Performance Figures
•   Archive Data
•   Environmental Tests
•   Database Maintenance
Monthly Tasks

• Security Checks
• Capacity Planning
• Disaster Recovery Test
Re-consider
Web /App Server              Result will always be..
Virtualised all in
    one box!                 •   No planning
                             •   Slow performance
                             •   Ad-hoc backups
                             •   Mixed expectations
 Database Backend            •   Dissatisfied users/business
(Shared with lots of
    other apps)
SharePoint 2010 – The decomposition

• Logical Architecture
  –   Server farms
  –   Service applications
  –   Application pools
  –   Web applications
  –   Zones
  –   Policy for a Web application
  –   Content databases              DEMO
  –   Site collections
  –   Sites
Resources

• TechNet Script Center
  – http://gallery.technet.microsoft.com/ScriptCenter/
    en-us
Typical NZ deployment scenarios

                     Start
Web Front End
Servers (WFE)        •   Dual/Quad Core Processors
                     •   8GB for WFE (Virtualised)
                     •   8GB for APP (Virtualised)
                     •   8GB for SQL < Shared/Dedicated
   Application
  Servers (WFE)
                     Suitable for typical medium size
                     organisations in NZ (200-500 users)

   Database
Backend (Shared)     • Collaboration sites (light)
                     • Project Sites
                     • Intranet
Typical NZ deployment scenarios

Web Front End        Good
Servers (WFE)
                     • Dual/Quad Core Processors
                     • 8GB for WFE (Virtualised)
                     • 8GB for APP (Virtualised)
   Application       • 16GB for SQL on a cluster or log
  Servers (WFE)
                       shipping
                     • Can support more than 1500+ users

   Database
Backend (Shared)
Large deployment scenarios
                   NLB

                          Best (Large high availability)
Web Front End             • Quad Core Processors
Servers (WFE)
                          • 8>12GB for WFE x 2
                          • 8>12GB for APP x 2
  Application
 Servers (WFE)
                          • 16>32GB for SQL on a cluster with
                            log shipping/mirror
                          • 10k users
   Database
   Backend
  (Dedicated)
Managing SharePoint - Discussion
Thank you..

• chan@knowledgecue.com for any questions
  and feedback on today
• Do you want to work with us?
  – Auckland
  – Wellington
  – Christchurch
     • And everywhere else in between…
• sharepoint@knowledgecue.com
Thank you to our Sponsors




  MS COMMUNITIES

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SharePoint 2010 Operational Management sp-saturday nz

  • 1. SharePoint Saturday NZ – SharePoint Operational Management December 10th 2010 Chandima Kulathilake – Director, Technology
  • 2. Who am I? • Chandima – aka “Chan” @chandimak on twitter • Director @ Knowledge Cue • Started with SharePoint 2001... It’s been a great journey • SharePoint MVP since 2007 • www.chandima.net/blog • chan@knowledgecue.com
  • 3. Knowledge Cue • Help with strategy and planning for SharePoint • Sense making for large enterprise projects • Pre RFP stage expectation setting • SharePoint best practices/ “real world” balancing act • Consulting and deployment support • Microsoft certified SharePoint experts • @knowledgecue on twitter • www.knowledgecue.co.nz
  • 4. Session Agenda • SharePoint Platform 101 – The Definition – The Technologies • Operational Management – Servers and “farms” – Sites and Solutions • Demos
  • 5. Software Platform • In computing, a platform describes some sort of hardware architecture and software framework (including application frameworks), that allows software to run. Typical platforms include a computer's architecture, operating system, programming languages and related user interface (runtime libraries or graphical user interface). • -thanks Wikipedia.org
  • 6. SharePoint - Platform FAST Search Service
  • 7. Business Solution Solution Solution Solution SharePoint Platform Technology
  • 8. Project Sites Online Procedures Finance Business Team Site Technology SharePoint Platform HR - Leave Management
  • 9. SharePoint - The Technology Layer User Profiles ForeFront Configuration and Messaging and Content Identity .Net Framework ASP.net and Service Data Recovery Organisational Communication Databases Manager Databases Information Exchange Internet Information Server + Active Directory SQL Server 2005/2008 (x64) Services Lync Server
  • 10. Platform Infrastructure and SharePoint • Internal Authentication from Active Directory • Web Hosting via IIS • Data Storage through SQL Server • Enhanced Security via Rights Management • Directory Synchronisation via Identity Integration • Performance through disk and file management • Performance through physical network topology • Resilience through scalability and load balancing • Virus checking through ForeFront or other • Connectivity to LOB via Single Sign on
  • 11. Choosing where to start • Ensuring the platform (SharePoint) you choose is implemented and managed correctly – Operating System Layer – Technology Layer – Backup, Redundancy, Recovery – IT SLAs • Separate the technical foundation deployment from functional or solution (ex: Intranet, DM, RM)
  • 12. What is the core platform? • Hardware • Network • Software • Management and Operations
  • 13. Microsoft Operational Framework (MOF) • Framework for delivering IT Service Solutions Plan Deliver Operate Manage • IT Strategy • Envisioning • Operating • Managing • Planning • Monitoring Governance • Standards • Building • Supporting • Risk • Policies • Testing • Addressing • Compliance • Finances • Deploying Issues • Changes • Configurations
  • 14. Operate phase of MOF SMF Operations Service Customer Service Problem Monitoring and Management Control What it Defines, Observes IT Provides users Determines the does documents, and service health with a positive root causes of executes the and initiates experience and problems and work necessary remedial actions addresses predicts future to efficiently and to minimize the complaints or problems. successfully impact of service issues. operate IT incidents and services. system events. What it Operations Guide IT health data Effective user Effective problem delivers service resolution
  • 15. Operate Roles and Responsibilities Manage • Varies from organisation to organisation – IT Infrastructure Architects – SQL Server Database Administrators – IT Security Architects – Technology/Product Solution Specialists – Project Managers – (what NO Developers?)
  • 16. What’s your scope? • Internet (WCM) • Intranet + Extranet • Business Application Platform – DM/RM – Team Sites – BI Portals – Reporting – Point Solution
  • 17. Platform - Planning activities • Workshop – involving – Technology – Business – 3rd parties – Microsoft – If under “premier” support
  • 18. Planning questions • Server capacity? • Virtualisation? • Custom applications supported? • Everything outsourced? – Network – Servers – SQL – In-house and outsourced mix?
  • 19. SharePoint 2010 – The decomposition • Logical Architecture – Server farms – Service applications – Application pools – Web applications – Zones – Policy for a Web application – Content databases – Site collections – Sites
  • 20. Finding balance • You don’t need to scale if you don’t have to.. • Best practice is within your operational procedures and what you are trying to achieve – Ex. Does your SQL DBA periodically run maintenance checks of databases? • Expectation management – Ex. A SharePoint server built for an publishing Intranet will not be able to do Business Intelligence solutions or external user access
  • 21. What about this “Governance” thing? • As an IT pro should I go on a “Governance Master class”? • You are already doing it – Probably don’t call it that • Do you have organisation SLAs? – Server management, Business continuity • Who looks after support? • Who is responsible for managing your servers? – Defined metrics or duties that must be done?
  • 22. I will shoot the dog if you don’t apply Governance to my SharePoint!
  • 23. Governance – is common sense Marketing Director or Biz Rep SharePoint Ops/Engineering Other LOB or Department Support Desk Lead/SMEs SP Architect (Consultant) SP Designer (Consultant) SharePoint Developer(s) HR Director or Biz Rep Project Manager IT Manager SharePoint Go LIVE Documents Business Requirements Document C I A I I I C R R R Functional Design Doc R C A C I I C I I I Branding Design &Page Layout Plans I C A I R I C C C I Communication & Launch Plans C I R,A R I C C C I Change Management & Control Process R C I A C Operations & Maintenance Plan R,A I I C I I C Platform Security Doc & Review R I A I I C Support Training Material R A I C C End User Training C A I R C C C C Responsible for completing that step in the process Accountable for ensuring that step is completed Consulted prior to the completion of that step Informed of the results once that step is completed
  • 24. Operational Teams SharePoint Operational SharePoint Go LIVE Documents Team Business Requirements Document C Functional Design Doc R Branding Design &Page Layout Plans I Communication & Launch Plans C Change Management & Control Process R Operations & Maintenance Plan R,A Platform Security Doc & Review R Support Training Material R End User Training C
  • 25. Good questions to ask your “SharePoint Expert” • How do you propose to separate the platform from solutions? • Are you architecting the platform or the solution?
  • 26. Solution Solution Solution Development Solution Solution Test Solution SharePoint Platform Solution Solution Production Solution
  • 27. Daily Tasks • Performing Physical Environmental Checks • Performing and Monitoring Backups • Checking Disk Usage • Checking the Event Viewer • Monitoring Server Performance • Monitoring Network Performance
  • 28. Weekly Tasks • Archive Event Logs • Check for Security Updates • Review SLA Performance Figures • Archive Data • Environmental Tests • Database Maintenance
  • 29. Monthly Tasks • Security Checks • Capacity Planning • Disaster Recovery Test
  • 30. Re-consider Web /App Server Result will always be.. Virtualised all in one box! • No planning • Slow performance • Ad-hoc backups • Mixed expectations Database Backend • Dissatisfied users/business (Shared with lots of other apps)
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  • 33. SharePoint 2010 – The decomposition • Logical Architecture – Server farms – Service applications – Application pools – Web applications – Zones – Policy for a Web application – Content databases DEMO – Site collections – Sites
  • 34. Resources • TechNet Script Center – http://gallery.technet.microsoft.com/ScriptCenter/ en-us
  • 35. Typical NZ deployment scenarios Start Web Front End Servers (WFE) • Dual/Quad Core Processors • 8GB for WFE (Virtualised) • 8GB for APP (Virtualised) • 8GB for SQL < Shared/Dedicated Application Servers (WFE) Suitable for typical medium size organisations in NZ (200-500 users) Database Backend (Shared) • Collaboration sites (light) • Project Sites • Intranet
  • 36. Typical NZ deployment scenarios Web Front End Good Servers (WFE) • Dual/Quad Core Processors • 8GB for WFE (Virtualised) • 8GB for APP (Virtualised) Application • 16GB for SQL on a cluster or log Servers (WFE) shipping • Can support more than 1500+ users Database Backend (Shared)
  • 37. Large deployment scenarios NLB Best (Large high availability) Web Front End • Quad Core Processors Servers (WFE) • 8>12GB for WFE x 2 • 8>12GB for APP x 2 Application Servers (WFE) • 16>32GB for SQL on a cluster with log shipping/mirror • 10k users Database Backend (Dedicated)
  • 38. Managing SharePoint - Discussion
  • 39. Thank you.. • chan@knowledgecue.com for any questions and feedback on today • Do you want to work with us? – Auckland – Wellington – Christchurch • And everywhere else in between… • sharepoint@knowledgecue.com
  • 40. Thank you to our Sponsors MS COMMUNITIES