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1   Deploying the SharePoint User Profile Service   internal
Deploying the SharePoint User Profile Service


Pitfalls & best practices




Andries den Haan
August 2012
SharePoint is the center of the universe




                                              SharePoint is the center of the universe



3   Deploying the SharePoint User Profile Service   internal
The User Profile Service provides a full set of
social features for SharePoint Server 2010

• Social tagging and commenting

• extensible activity feed                                                     SITES

• maintains current user information
                                                                  COMPOSITES            COMMUNITIES
• multiple sources

• sets user context:

    • organization Browser

                                                                   INSIGHTS              CONTENT
    • status

    • recent activity                                                          SEARCH

    • common relationships

    • expertise, ask me about.




4      Deploying the SharePoint User Profile Service   internal
But deploying the User Profile Service can be a
bit cumbersome to say the least

                                 • The User Profile Service (UPA) is a complex part of SharePoint with
                                   many subcomponents and (internal) references and dependencies

                                 • the amount of deployment pitfalls may drive you crazy

                                 • customers want it really bad, because it’s the “Social” component

                                 • so there’s no way to run or hide!




5   Deploying the SharePoint User Profile Service   internal
Let’s take a deep dive and explore the UPA step
 Let’s take a deep dive and
by step UPA step by step
 explore the




6   Deploying the SharePoint User Profile Service   internal
Agenda


    Architecture & components

    Some interesting anomalies

    Common deployment pitfalls

    Putting it all into practice

    A final word of advice

    Some practical references




7       Deploying the SharePoint User Profile Service   internal
The architecture for the UPA is a bit different
from other SharePoint Server 2010 components

                                   SharePoint Content                                                     Related Service Applications
                           Application Pool DOMAINSPContentAppPool
                                                                                                                      Search

                            http://portal (Web application)                                                   Managed Metadata
                                                       User Profile Service Application Proxy




                                                  SharePoint Web Services Default                     User Profile Synchronisation Service
                                               Application Pool DOMAINSPWebServicesAppPool                  SharePoint Service Instance

    User Profile Service                                                                                        Windows Services
                                                               User Profile                                   DOMAINSPFarmAccount
    SharePoint Service Instance
                                                              ServiceApplication
                                                                                                             Forefront Identity Manager
      .Net Assemblies
                                                                                                             Forefront Identity Manager
                                                                                                                   Synchronisation

                                                                                                                                             Directory
                                                                                                                                              Service


           Social DB               Profile DB                          Sync DB




8          Deploying the SharePoint User Profile Service                                   internal
Some interesting anomalies might indicate that
the UPA suffered from release pressure

Naming just a few to get you all warmed up:

• Some parts of the UP have direct Profile database access

• FIM is only required for writing back to AD
  (issue for import-only scenarios solved in “15)

• SharePoint Server 2010 RTM was bundled with a FIM version
  lower then Release Candidate 1 (fixed in CU June 2011)

• database schema bugs during service application creation

• alternate service account permissions during provisioning

• re-provisioning of the UPA after deploying updates

• after a server restart, the UPS service instance is stopped.


9      Deploying the SharePoint User Profile Service   internal
Some common deployment pitfalls:
It’s SharePoint! What could go wrong?

With incorrect settings, provisioning will still start
(up to 15 times), but will always fail:

• the service account (Farm account) needs Local Administrator
  permissions, but only during provisioning

• the Active Directory synchronization account requires “Replicate
  directory Changes” permissions in the domain in order to
  successfully import user profile data

• database bugs when using PowerShell: the default schema for the
  Farm Account in the Synchronization database is set incorrectly

• import performance is slow (fixed in CU June 2011)

• co-existence with .Net Framework 4.0 (manual fixes).



10     Deploying the SharePoint User Profile Service   internal
Putting it all into practice to successfully
perform the User Profile Service deployment

                                  We’ll take a step-by-step approach:

                                  • setting the correct permissions upfront

                                  • using Windows PowerShell magic to create the Service Application
                                    and sync connections

                                  • monitoring UPA provisioning using the ULS viewer and checking
                                    that FIM services are properly configured and started

                                  • reviewing active directory import activities through the FIM client.




11   Deploying the SharePoint User Profile Service   internal
Een beheersingsplan voorziet in de juiste
                               A final word of advice:
spelregels en richtlijnen      Never use the Farm Configuration Wizard!




12   Deploying the SharePoint User Profile Service   internal
Some practical references that will help you on
the road to success and infinite glory

     Configure profile synchronization (SharePoint Server 2010)
     http://technet.microsoft.com/en-us/library/ee721049.aspx


     ULS Viewer
     http://www.microsoft.com/en-us/download/details.aspx?id=21101


     Spencer Harbar’s rational Guide
     http://www.harbar.net/articles/sp2010ups.aspx


     “Stuck on Starting”
     http://www.harbar.net/articles/sp2010ups2.aspx




13        Deploying the SharePoint User Profile Service   internal
Connect | Share | Discover


Would you like to know more?
andries.denhaan@kpn.com

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Deploying the share point user profile service

  • 1. 1 Deploying the SharePoint User Profile Service internal
  • 2. Deploying the SharePoint User Profile Service Pitfalls & best practices Andries den Haan August 2012
  • 3. SharePoint is the center of the universe SharePoint is the center of the universe 3 Deploying the SharePoint User Profile Service internal
  • 4. The User Profile Service provides a full set of social features for SharePoint Server 2010 • Social tagging and commenting • extensible activity feed SITES • maintains current user information COMPOSITES COMMUNITIES • multiple sources • sets user context: • organization Browser INSIGHTS CONTENT • status • recent activity SEARCH • common relationships • expertise, ask me about. 4 Deploying the SharePoint User Profile Service internal
  • 5. But deploying the User Profile Service can be a bit cumbersome to say the least • The User Profile Service (UPA) is a complex part of SharePoint with many subcomponents and (internal) references and dependencies • the amount of deployment pitfalls may drive you crazy • customers want it really bad, because it’s the “Social” component • so there’s no way to run or hide! 5 Deploying the SharePoint User Profile Service internal
  • 6. Let’s take a deep dive and explore the UPA step Let’s take a deep dive and by step UPA step by step explore the 6 Deploying the SharePoint User Profile Service internal
  • 7. Agenda Architecture & components Some interesting anomalies Common deployment pitfalls Putting it all into practice A final word of advice Some practical references 7 Deploying the SharePoint User Profile Service internal
  • 8. The architecture for the UPA is a bit different from other SharePoint Server 2010 components SharePoint Content Related Service Applications Application Pool DOMAINSPContentAppPool Search http://portal (Web application) Managed Metadata User Profile Service Application Proxy SharePoint Web Services Default User Profile Synchronisation Service Application Pool DOMAINSPWebServicesAppPool SharePoint Service Instance User Profile Service Windows Services User Profile DOMAINSPFarmAccount SharePoint Service Instance ServiceApplication Forefront Identity Manager .Net Assemblies Forefront Identity Manager Synchronisation Directory Service Social DB Profile DB Sync DB 8 Deploying the SharePoint User Profile Service internal
  • 9. Some interesting anomalies might indicate that the UPA suffered from release pressure Naming just a few to get you all warmed up: • Some parts of the UP have direct Profile database access • FIM is only required for writing back to AD (issue for import-only scenarios solved in “15) • SharePoint Server 2010 RTM was bundled with a FIM version lower then Release Candidate 1 (fixed in CU June 2011) • database schema bugs during service application creation • alternate service account permissions during provisioning • re-provisioning of the UPA after deploying updates • after a server restart, the UPS service instance is stopped. 9 Deploying the SharePoint User Profile Service internal
  • 10. Some common deployment pitfalls: It’s SharePoint! What could go wrong? With incorrect settings, provisioning will still start (up to 15 times), but will always fail: • the service account (Farm account) needs Local Administrator permissions, but only during provisioning • the Active Directory synchronization account requires “Replicate directory Changes” permissions in the domain in order to successfully import user profile data • database bugs when using PowerShell: the default schema for the Farm Account in the Synchronization database is set incorrectly • import performance is slow (fixed in CU June 2011) • co-existence with .Net Framework 4.0 (manual fixes). 10 Deploying the SharePoint User Profile Service internal
  • 11. Putting it all into practice to successfully perform the User Profile Service deployment We’ll take a step-by-step approach: • setting the correct permissions upfront • using Windows PowerShell magic to create the Service Application and sync connections • monitoring UPA provisioning using the ULS viewer and checking that FIM services are properly configured and started • reviewing active directory import activities through the FIM client. 11 Deploying the SharePoint User Profile Service internal
  • 12. Een beheersingsplan voorziet in de juiste A final word of advice: spelregels en richtlijnen Never use the Farm Configuration Wizard! 12 Deploying the SharePoint User Profile Service internal
  • 13. Some practical references that will help you on the road to success and infinite glory Configure profile synchronization (SharePoint Server 2010) http://technet.microsoft.com/en-us/library/ee721049.aspx ULS Viewer http://www.microsoft.com/en-us/download/details.aspx?id=21101 Spencer Harbar’s rational Guide http://www.harbar.net/articles/sp2010ups.aspx “Stuck on Starting” http://www.harbar.net/articles/sp2010ups2.aspx 13 Deploying the SharePoint User Profile Service internal
  • 14. Connect | Share | Discover Would you like to know more? andries.denhaan@kpn.com