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Challenges
Business Challenges

•   Islands of information and applications
•   Slow responsiveness to business and user needs
•   Costly custom development and maintenance
•   Poor sharing inside and outside the organization
•   Difficult to find the right content, data, and people
•   Increasing information management risk
Feature Drill-Down
Feature Drill-Down Overview

•   SharePoint Feature Areas
•   Collaboration
•   Portal
•   Search
•   Content Management
•   Business Processes
•   Business Intelligence
SharePoint Feature Areas
    Business Intelligence                     Collaboration
    Server-based Excel                  Outlook Integration
    spreadsheets and data               Groove Integration
    visualization, Report            Docs/Tasks/Calendars
    Center, BI Web Parts,                  Blogs and Wikis
    KPIs/Dashboards                    Project Manager lite




Business Processes                              Enterprise Portal
Rich and Web forms                               Templates, Site
based front-ends,                            Directory, My Sites,
LOB actions,                                  social networking,
pluggable SSO                                     privacy control




   Content Management
   Integrated document                     Enterprise Search
   management, records                  Enterprise scalability,
   management, and Web              contextual relevance, rich
   content management with   people and business data search
   policies and workflow
Collaboration


                • Outlook and instant messaging
                  integration
                • Groove integration
                • Documents, tasks and
                  calendars
                • Blogs and Wikis
                • Basic project management
Portal


         •   Enterprise Portal Template
         •   Site Directory
         •   My Sites
         •   Social Networking
         •   Privacy Control
Search


         •   Enterprise scalability
         •   Contextual relevance
         •   Rich people search
         •   Rich business data search
Content Management


                     •   Document management
                     •   Records management
                     •   Web content management
                     •   Policies and workflow
Business Processes


                     • Rich Forms
                     • Web Forms
                     • Workflow
Business Intelligence


                        •   Server-based Excel
                        •   Report Center
                        •   Web Parts
                        •   Dashboards
                        •   Business Data Catalog
Deployment Planning
Planning
Portals and Collaboration
Portals and Collaboration

• Features of the greatest value to the organization
• Web Applications Name and Purpose
• Plan for the use of Site Collections and Subsites in the
  environment
• Quotas and Site Expiration Plans
• Management Plans for the Environment
• Communication Plan
Features and Web App Names

• What features match your organization’s needs?
   –   Blogs
   –   Wikis
   –   Collaboration Workspaces
   –   E-mail integration
• How do you want to present this information to the
  users?
   – Web applications define URL names: starting suggestions
     include:
        • http://mysites – For individual Web applications
        • http://team – For all collaboration Web applications
Site Collections and Sub-Sites

• How do you want to organize your information?
  – Site collections
     • Unique security permissions and ownership
     • Lowest level of granularity of quota is the site collection
     • Site usage tracked at the site collection level
  – Sub-Sites
     • Allow for security inheritance
     • Can re-use security groups created for the site collection
Site Quotas and Expirations

• Quotas
   – Typical recommended start
      • 500 MB for My Sites
      • 2 GB for Team sites
• Site expiration
   – Should this feature be enabled?
   – Notification timing
   – Timing for site deletion
Management and Communication

• Who will manage the SharePoint environment and
  respond to requests?
• How will sites be requested?
   – Centrally Administered - Manual process (request through help
     desk)
   – Site Self Creation Process – Individuals create sites automatically
     as required by using out-of-the-box site self creation feature
• How will the service be communicated to users?
   – Lunch and Learns
   – E-mail communication
   – Other methods
Planning
Search
Information Taxonomy

• Crucial for intuitive and successful search experience
• Taxonomy can be mapped to search scopes
• Organization taxonomy defines
   –   Information hierarchy
   –   How main site collections will be laid out
   –   How subsites structure looks
   –   Main departmental Web sites
   –   Project and Team Sites
   –   My Sites
Content Crawling Definitions
Term         Definition
Content                   Any item, such as:
                          •Web page
                          •Word document
                          •Business data
                          •E-mail message
Crawling                  The process of accessing content

Indexing                  •Parses content and its properties (the metadata)
                          •Builds a content index
Crawling + Indexing       Makes content available to users
Information gathered by   •Type of content, such as Site or a file share
crawling                  •Start address from which to start crawling
                          •Behavior to use when crawling, such as how deep or how
                           many hops to allow
                          •Crawling schedule
Content source            Collection of similar types of content, such as URLs for
                          SharePoint site or URLs for file shares
Three Source Scenarios

You may want to:
1. Crawl all of your content
2. Crawl content that is external to the server farm
3. Exclude some sites
Defining Content Sources
• Determine content location
   – Where
   – On what types of servers
• SSP administrator creates one or more content
  sources
• Content source provides information to the crawler
   –   Type of content
   –   Start address
   –   Behavior
   –   Crawling schedule
Content Sources
• Default content source
   – Called Local Office SharePoint Server sites
   – Used to crawl and index content
• Reasons for creating additional content sources
  include
   – To crawl different types of content
   – To crawl content on different schedules than other content
   – To limit or increase the quantity of content that is crawled
Types of Content Sources
Type of                   Type of Content
Content Source
SharePoint sites          •SharePoint sites from the same farm
                          •Additional Office SharePoint Server 2007 sites, Windows
                           SharePoint Services 3.0 sites
                          •SharePoint sites from Office SharePoint Portal Server 2003 or
                           Windows SharePoint Services 2.0 sites
Web sites                 •Other Web content in your organization not found on
                           SharePoint sites
                          •Content on Web sites on the Internet
File shares               Content on file shares within your organization
Exchange public folders   Microsoft Exchange Server content
Lotus Notes               E-mail messages stored in Lotus Notes databases
Business data             Business data stored in LOB applications
Scheduling Considerations

• Downtimes and peak usage
  – Coordinate your crawls with the server administrators
  – Ensure you avoid downtime or peak usage
• Some sources of content are updated more frequently
  than others
  – Determine general high-level update times, such as
     • Monday to Friday
     • No Saturday or Sunday
  – Set up crawl schedules for each content source
File-Type Inclusions and IFilters

• Content is only crawled if:
   – Relevant file name extension is included in the file-type
     inclusions list
   – An IFilter is installed on the index server that supports those
     file types
• Additional IFilters generally required are PDF and
  Microsoft OneNote
   – Install Microsoft Office OneNote client on index server to
     index OneNote 2003 and OneNote 2007 files
Crawl Rules

• Avoid crawling irrelevant content by excluding one or
  more URLs
• Crawl links on the URL without crawling the URL itself
• Enable complex URLs to be crawled
• Enable content on SharePoint sites to be crawled as
  HTTP pages
• Specify whether to use
   – The default content access account
   – A different content access account
   – A client certificate for crawling the specified URL
Search Experience

• Enable users to quickly find the information they need
• Consider and implement the following:
   – Search User Interface (UI)
   – Custom Scopes
   – Advanced Search and filtering search results based on
     managed properties
   – Keywords and best bets
   – Control of relevance ranking
   – Control of how links appear in search results
   – Search based alerts
Default Scopes

Scope                  Purpose                          Level                  Customizable

All Sites              Search across all content in     •Search Center              Yes
                       the index                        •Top-level site
                                                        •Subsite
                                                        •Lists and libraries
People                 Search for people                •Search Center              Yes
                                                        •Top-level site
                                                        •Subsite
                                                        •Lists and libraries
This Site: Site name   Search across the current site •Top-level site               No
                       and all of its subsites        •Subsite
                                                      •Lists and libraries
This List: List name   Search across the current list   Lists and libraries         No
Custom Scopes

• Identify broad content sets on which users are likely to
  want to search
   – Can tie directly to your site or information architecture
   – May span the information architecture across
      • Many sites
      • Subsets of information within site collections
• Decide whether to implement
   – Shared scopes
   – Site-collection-level scopes
Site Collection Scopes
Possible Actions                                   Shared   Site-Collection-Level

Choose how to display search scopes
                                                                    
(search drop-down, advanced search, or both)
Create site collection level scopes                                  
Copy and modify a shared scope to use as a scope
                                                     
for the site collection
Edit site collection level scopes                                    
Add scope rules                                                      
Delete site collection level scopes                                  
View the status                                                     
Scope Rules

• Add rules to the scope to define associations between
  content and scopes
                             Available to   Available to Site-
 Scope Rule Type               Shared       Collection-Level Tests content by
                            Search Scopes    Search Scopes

 Web address                                               Location
 (http://server/site)
 Property Query (Author =                                  Single property
 John Doe)
 Content Source                                            A particular content
                                                             source
 All Content                                               All content in the
                                                             content index
Advanced Search

• Users can construct advanced search queries:
   – For example, to find content that contains the word
     quot;negotiate“ and authored by Bob Smith,
     type in “negotiate author:smith”
• Most users not familiar with advanced query syntax
• Advanced Search page helps users find content
  without using search syntax
• Search results automatically filtered, based on the
  value of the property they select
Managed and Crawled Properties

• Managed properties enable mapping to crawled
  properties




   Managed      Metadata           Scope rules    Crawled
   properties   • Author           and queries   properties
                • Title
                • E-mail Address
Properties in Queries

• Crawled properties affect a search query
   – Keep a balance between number of properties and
     performance
   – Record initial set of planned properties
Keywords

• Users type keywords into a search box when
  constructing a query
• SharePoint administrators can create an entity, called a
  keyword, that relates directly to keyword phrases that
  are in the index
• Keywords enable site Collection administrators to
  improve the relevance of end user queries
• Keyword definition includes the keyword, description,
  best bets, and synonyms
Example Keyword Setup
• To enable users to search for people out of office,
  the Administrator created a keyword named quot;oof“.

     Query                                 Description
                                              Of
                                           Keywords




 Keyword
Highlighting

                                            The Best Bet
Search Results Relevance

• Relevance settings are assigned to indexed Web pages
• Each relevance setting
   – Is associated with a particular Web page
   – Determines how close to the top the link appears
• Pages that are assigned a relevance setting are known
  as authoritative pages
• Four authoritative page levels:
   1.   Most authoritative
   2.   Second-level authoritative
   3.   Third-level authoritative
   4.   Sites to demote
Search-Based Alerts

• Administrator controls activation of search-based
  alerts for a particular SSP
• Users specify:
   – What kind of changes they want to be alerted to
   – How frequently they want to receive an e-mail alert
• If search-based alerts deactivated, site owners should
  remove the Alert Me link
Planning
Content Management
Content Management

• Document management
• Records management
• Web content management
Document Management
   Collect And Organise Information
                              Document Repository
Document Property                                                       Managed Document
panel In Office 2007                                                    document repository
     programs                                                                template
                              Sales    Employment   Claims



                              Contracts      Asia Pacific
                                               Region
   XML-based
    Metadata                                                             Check-in/Check-out,
   Management                                                               Major/Minor
                                                                           Versioning, and
                                                                                Roles


       Scanner or                                                  Microsoft Office Word
  Multi-function Device
                          Team Sites                  File Share
Records Management

Active Documents

Digital media from client computers,   Digital media from client computers,
file servers, and e-mail systems       file servers, and e-mail systems

Records Management
Application
                                 Collect
                                                         Litigation
                                                       Support Tools
                   Destroy                 Hold

                                Manage
Plan Web Content Management
 Publishing Web Content

                   Separation of        Built-in
                                   review/approval                Site
                    content and
                                       workflow                Variations
                   presentation


                                                 Production
                    Template                       Server


          Press                     PR Director
                                                                   ENGLISH
         Release
                                                                GERMAN

                                                              JAPANESE
PR Manager
                     Content                                  Internet Sites
Planning
Business Processes
Business Process

• Forms
  – Templates
  – Template deployment
  – Supportability and maintenance
• Workflows
  – Document management
  – Form templates
  – Content approval and scheduling
Form Templates
                        XML data format




                                           Data analysis
     InfoPath form




    Browser rendering                     Data reporting
Form Deployment




                         Site collection     Site
     Published form in            Content type
     document library
Form Support

•   Upgrading form templates
•   Retiring form templates
•   Version control
•   Mobile device access
Document Workflows
                Author


                         Confirm




          Validate



                         Authorize
Form Workflows
                       Author


                                Confirm




                 Validate



                                Authorize
Content Approval

                                 Export Web Server
             Import Web Server




                                      Staging Farm
      Production Farm




                                       Internal Network
       Perimeter Network
Planning
Business Intelligence
Business Intelligence

• Analyze current business data applications for BI
• Identify existing data sources
   – LOB applications
   – Data warehouses
• Excel Services requirements
• Business data presentation
• Business data search
Analyze Current Data
Applications for BI
Identify Existing Data Sources
Excel Services
BI Presentation

•   Audiences
•   Digital Dashboards
•   Rendering Excel Data
•   Displaying Data from the Business Data Catalog
•   Searching Business Intelligence Data
BI Search
Physical Design Planning
Performance and Capacity

•   Plan for software boundaries
•   Estimate performance and capacity requirements
•   Plan scale actions based on performance and growth
•   Test solution for your environment
•   User response times
Estimate Performance and Capacity
Requirements
• Authentication, access control, and authorization
• Associated directory
• Both common (read) and complex (read/write) user
  operations
• Data and site growth over time
• User concurrency
• Long-running asynchronous tasks
Hardware Recommendations
Computer Role        Recommended Hardware
Web server           Dual 2.5 GHz or faster processors (3 GHz or faster recommended)
                     2 GB RAM minimum recommended
                     3 GB of available disk space
                     DVD drive, local or network accessible
                     1024x768 or higher resolution monitor

Application server   Dual 2.5 GHz or faster processors (3 GHz or faster recommended)
                     4 GB RAM minimum recommended
                     3 GB of available disk space
                     DVD drive, local or network accessible
                     1024x768 or higher resolution monitor

Database server      Dual 2.5 GHz or faster processors (3 GHz or faster recommended)
                     4 GB RAM minimum recommended
                     Hard disk space based on a 1:1.2 ratio of content to database capacity
                     DVD drive, local or network accessible
                     1024x768 or higher resolution monitor
Estimating Disk Space Requirements
Category                     Description                                                          Number
Operating system files      Disk space required for Windows Server 2003 Setup and system              4 GB
                            files.
Swap file                   The swap file size are the same as the physical memory size, by
                            default.
SQL Server installation files Disk space required for SQL Server Setup and program files.           425 MB
Database log files          Disk space for log files varies based on log settings and the
                            number of databases.
Configuration database      The configuration database does not generally grow past this             1.5 GB
                            size. This is an estimated maximum size, not a hard limit.
Content databases           Estimate the initial volume of content that is stored in content
                            databases and also allow for future growth and free space:
Future growth               Future growth is a key characteristic of the collaboration
                            scenario. Plan for twice the amount of data that you initially plan
                            to experience.
Free space                  Leave at least 25% free space for each hard disk or volume.
                            Total
Index and Application Server Disk Space
Requirements
Category                   Description                                                        Number
Operating system files     Disk space required for Windows Server 2003 Setup and system           4 GB
                           files.
Paging file                The paging file size is the same as the physical memory size, by
                           default.
Office SharePoint Server   This number is an approximation based on a full installation of       1.3 GB
2007 installation files    any Office SharePoint Server2007 edition.

The Microsoft .NET                                                                               60 MB
Framework version 3.0
Content index              Add the amount of content in content databases that will be
                           indexed by the index server.
                           30% of the resulting number is the maximum estimated size of
                           the content index.
Free space                 Leave at least 25% free space for each hard disk or volume.

                           Total
Typical Farm Layouts
Single Server
Physical                           Logical
                                   • Server 1:
                                      – Content Sites
      One Server which contains:
                                      – SSP
           • Web front end
                                          • SSP admin site
           • Application
                                          • Shared services
           • Database
                                          • Shared Web services
                                      – Central administration
                                      – All databases
Small Farm (Example)
Physical                            Logical
                                    • Server 1 & 2:
                                       – Content Sites
           Load balanced servers:      – SSP
            • Web front end                • SSP admin site
            • Applications
                                           • Shared services
                                           • Shared web services
                                       – Central admin (only svr 1)
                                       Server 3
                                          All databases
           Dedicated SQL server
Medium Farm (Example)
Physical                                Logical
                                        • Servers 1 & 2:
           Load balanced servers:          – Content Sites
             • Web front end               – SSP
             • Applications                    • SSP admin site
                                               • Shared services
                                               • Shared web services
           Application server (Index)
                                           Server 3
                    • Applications             SSP
                                                  Shared service (Index)
                                                  Shared web services
                                               Central Admin
                     Clustered SQL
                     server
                                           Server 4 & 5
                                               All databases
Large Farm (Example)
Physical                                         Logical
                                                 • WFEs: servers 1 - 4:
                                                     – Content Sites
                                                     – SSP
                                                         • SSP admin site
                           • Web front end
                                                     App servers: servers 5 - 10:
                                                         SSP
                                                            Svr 5 - 6: Shared service (Index)
                                                            Svr 7 - 8:
                                                                Shared service (Search)
                                                                Shared web services (Search)
        Application servers:• Index
                                                            Svr 9 – 10:
                            • Search
                                                                Shared service (Excel)
                           • Excel calculation
                                                                Shared web services (Excel)
 Clustered SQL server
                                                         Central Admin (server # 5)
                                                     Server 11 and 12
                                                         All databases
Summary
Summary

•   Business challenges
•   Features
•   Deployment planning
•   Physical design planning
•   Typical farm layouts
For More Information

• Plan for software boundaries (Office SharePoint
  Server 2007)
  http://technet2.microsoft.com/Office/en-
  us/library/6a13cd9f-4b44-40d6-85aa-
  c70a8e5c34fe1033.mspx
• Estimate performance and capacity requirements
  (Office SharePoint Server 2007)
  http://technet2.microsoft.com/Office/en-
  us/library/054526b9-417e-4140-b251-
  79b68e771c9a1033.mspx
© 2008 Microsoft Corporation. All rights reserved.
      This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
Microsoft, Active Directory, MSN, Outlook, PowerPoint, SharePoint, Visual Studio, and Windows are registered trademarks of Microsoft
                                        Corporation in the United States and/or other countries.
           The names of actual companies and products mentioned herein may be the trademarks of their respective owners.
                             Microsoft Corporation • One Microsoft Way • Redmond, WA 98052-6399 • USA
I više informacija na
www.spinnaker-nt.com

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Microsoft SharePoint Server 2007

  • 1.
  • 3. Business Challenges • Islands of information and applications • Slow responsiveness to business and user needs • Costly custom development and maintenance • Poor sharing inside and outside the organization • Difficult to find the right content, data, and people • Increasing information management risk
  • 5. Feature Drill-Down Overview • SharePoint Feature Areas • Collaboration • Portal • Search • Content Management • Business Processes • Business Intelligence
  • 6. SharePoint Feature Areas Business Intelligence Collaboration Server-based Excel Outlook Integration spreadsheets and data Groove Integration visualization, Report Docs/Tasks/Calendars Center, BI Web Parts, Blogs and Wikis KPIs/Dashboards Project Manager lite Business Processes Enterprise Portal Rich and Web forms Templates, Site based front-ends, Directory, My Sites, LOB actions, social networking, pluggable SSO privacy control Content Management Integrated document Enterprise Search management, records Enterprise scalability, management, and Web contextual relevance, rich content management with people and business data search policies and workflow
  • 7. Collaboration • Outlook and instant messaging integration • Groove integration • Documents, tasks and calendars • Blogs and Wikis • Basic project management
  • 8. Portal • Enterprise Portal Template • Site Directory • My Sites • Social Networking • Privacy Control
  • 9. Search • Enterprise scalability • Contextual relevance • Rich people search • Rich business data search
  • 10. Content Management • Document management • Records management • Web content management • Policies and workflow
  • 11. Business Processes • Rich Forms • Web Forms • Workflow
  • 12. Business Intelligence • Server-based Excel • Report Center • Web Parts • Dashboards • Business Data Catalog
  • 15. Portals and Collaboration • Features of the greatest value to the organization • Web Applications Name and Purpose • Plan for the use of Site Collections and Subsites in the environment • Quotas and Site Expiration Plans • Management Plans for the Environment • Communication Plan
  • 16. Features and Web App Names • What features match your organization’s needs? – Blogs – Wikis – Collaboration Workspaces – E-mail integration • How do you want to present this information to the users? – Web applications define URL names: starting suggestions include: • http://mysites – For individual Web applications • http://team – For all collaboration Web applications
  • 17. Site Collections and Sub-Sites • How do you want to organize your information? – Site collections • Unique security permissions and ownership • Lowest level of granularity of quota is the site collection • Site usage tracked at the site collection level – Sub-Sites • Allow for security inheritance • Can re-use security groups created for the site collection
  • 18. Site Quotas and Expirations • Quotas – Typical recommended start • 500 MB for My Sites • 2 GB for Team sites • Site expiration – Should this feature be enabled? – Notification timing – Timing for site deletion
  • 19. Management and Communication • Who will manage the SharePoint environment and respond to requests? • How will sites be requested? – Centrally Administered - Manual process (request through help desk) – Site Self Creation Process – Individuals create sites automatically as required by using out-of-the-box site self creation feature • How will the service be communicated to users? – Lunch and Learns – E-mail communication – Other methods
  • 21. Information Taxonomy • Crucial for intuitive and successful search experience • Taxonomy can be mapped to search scopes • Organization taxonomy defines – Information hierarchy – How main site collections will be laid out – How subsites structure looks – Main departmental Web sites – Project and Team Sites – My Sites
  • 22. Content Crawling Definitions Term Definition Content Any item, such as: •Web page •Word document •Business data •E-mail message Crawling The process of accessing content Indexing •Parses content and its properties (the metadata) •Builds a content index Crawling + Indexing Makes content available to users Information gathered by •Type of content, such as Site or a file share crawling •Start address from which to start crawling •Behavior to use when crawling, such as how deep or how many hops to allow •Crawling schedule Content source Collection of similar types of content, such as URLs for SharePoint site or URLs for file shares
  • 23. Three Source Scenarios You may want to: 1. Crawl all of your content 2. Crawl content that is external to the server farm 3. Exclude some sites
  • 24. Defining Content Sources • Determine content location – Where – On what types of servers • SSP administrator creates one or more content sources • Content source provides information to the crawler – Type of content – Start address – Behavior – Crawling schedule
  • 25. Content Sources • Default content source – Called Local Office SharePoint Server sites – Used to crawl and index content • Reasons for creating additional content sources include – To crawl different types of content – To crawl content on different schedules than other content – To limit or increase the quantity of content that is crawled
  • 26. Types of Content Sources Type of Type of Content Content Source SharePoint sites •SharePoint sites from the same farm •Additional Office SharePoint Server 2007 sites, Windows SharePoint Services 3.0 sites •SharePoint sites from Office SharePoint Portal Server 2003 or Windows SharePoint Services 2.0 sites Web sites •Other Web content in your organization not found on SharePoint sites •Content on Web sites on the Internet File shares Content on file shares within your organization Exchange public folders Microsoft Exchange Server content Lotus Notes E-mail messages stored in Lotus Notes databases Business data Business data stored in LOB applications
  • 27. Scheduling Considerations • Downtimes and peak usage – Coordinate your crawls with the server administrators – Ensure you avoid downtime or peak usage • Some sources of content are updated more frequently than others – Determine general high-level update times, such as • Monday to Friday • No Saturday or Sunday – Set up crawl schedules for each content source
  • 28. File-Type Inclusions and IFilters • Content is only crawled if: – Relevant file name extension is included in the file-type inclusions list – An IFilter is installed on the index server that supports those file types • Additional IFilters generally required are PDF and Microsoft OneNote – Install Microsoft Office OneNote client on index server to index OneNote 2003 and OneNote 2007 files
  • 29. Crawl Rules • Avoid crawling irrelevant content by excluding one or more URLs • Crawl links on the URL without crawling the URL itself • Enable complex URLs to be crawled • Enable content on SharePoint sites to be crawled as HTTP pages • Specify whether to use – The default content access account – A different content access account – A client certificate for crawling the specified URL
  • 30. Search Experience • Enable users to quickly find the information they need • Consider and implement the following: – Search User Interface (UI) – Custom Scopes – Advanced Search and filtering search results based on managed properties – Keywords and best bets – Control of relevance ranking – Control of how links appear in search results – Search based alerts
  • 31. Default Scopes Scope Purpose Level Customizable All Sites Search across all content in •Search Center Yes the index •Top-level site •Subsite •Lists and libraries People Search for people •Search Center Yes •Top-level site •Subsite •Lists and libraries This Site: Site name Search across the current site •Top-level site No and all of its subsites •Subsite •Lists and libraries This List: List name Search across the current list Lists and libraries No
  • 32. Custom Scopes • Identify broad content sets on which users are likely to want to search – Can tie directly to your site or information architecture – May span the information architecture across • Many sites • Subsets of information within site collections • Decide whether to implement – Shared scopes – Site-collection-level scopes
  • 33. Site Collection Scopes Possible Actions Shared Site-Collection-Level Choose how to display search scopes   (search drop-down, advanced search, or both) Create site collection level scopes  Copy and modify a shared scope to use as a scope  for the site collection Edit site collection level scopes  Add scope rules  Delete site collection level scopes  View the status  
  • 34. Scope Rules • Add rules to the scope to define associations between content and scopes Available to Available to Site- Scope Rule Type Shared Collection-Level Tests content by Search Scopes Search Scopes Web address   Location (http://server/site) Property Query (Author =   Single property John Doe) Content Source   A particular content source All Content   All content in the content index
  • 35. Advanced Search • Users can construct advanced search queries: – For example, to find content that contains the word quot;negotiate“ and authored by Bob Smith, type in “negotiate author:smith” • Most users not familiar with advanced query syntax • Advanced Search page helps users find content without using search syntax • Search results automatically filtered, based on the value of the property they select
  • 36. Managed and Crawled Properties • Managed properties enable mapping to crawled properties Managed Metadata Scope rules Crawled properties • Author and queries properties • Title • E-mail Address
  • 37. Properties in Queries • Crawled properties affect a search query – Keep a balance between number of properties and performance – Record initial set of planned properties
  • 38. Keywords • Users type keywords into a search box when constructing a query • SharePoint administrators can create an entity, called a keyword, that relates directly to keyword phrases that are in the index • Keywords enable site Collection administrators to improve the relevance of end user queries • Keyword definition includes the keyword, description, best bets, and synonyms
  • 39. Example Keyword Setup • To enable users to search for people out of office, the Administrator created a keyword named quot;oof“. Query Description Of Keywords Keyword Highlighting The Best Bet
  • 40. Search Results Relevance • Relevance settings are assigned to indexed Web pages • Each relevance setting – Is associated with a particular Web page – Determines how close to the top the link appears • Pages that are assigned a relevance setting are known as authoritative pages • Four authoritative page levels: 1. Most authoritative 2. Second-level authoritative 3. Third-level authoritative 4. Sites to demote
  • 41. Search-Based Alerts • Administrator controls activation of search-based alerts for a particular SSP • Users specify: – What kind of changes they want to be alerted to – How frequently they want to receive an e-mail alert • If search-based alerts deactivated, site owners should remove the Alert Me link
  • 43. Content Management • Document management • Records management • Web content management
  • 44. Document Management Collect And Organise Information Document Repository Document Property Managed Document panel In Office 2007 document repository programs template Sales Employment Claims Contracts Asia Pacific Region XML-based Metadata Check-in/Check-out, Management Major/Minor Versioning, and Roles Scanner or Microsoft Office Word Multi-function Device Team Sites File Share
  • 45. Records Management Active Documents Digital media from client computers, Digital media from client computers, file servers, and e-mail systems file servers, and e-mail systems Records Management Application Collect Litigation Support Tools Destroy Hold Manage
  • 46. Plan Web Content Management Publishing Web Content Separation of Built-in review/approval Site content and workflow Variations presentation Production Template Server Press PR Director ENGLISH Release GERMAN JAPANESE PR Manager Content Internet Sites
  • 48. Business Process • Forms – Templates – Template deployment – Supportability and maintenance • Workflows – Document management – Form templates – Content approval and scheduling
  • 49. Form Templates XML data format Data analysis InfoPath form Browser rendering Data reporting
  • 50. Form Deployment Site collection Site Published form in Content type document library
  • 51. Form Support • Upgrading form templates • Retiring form templates • Version control • Mobile device access
  • 52. Document Workflows Author Confirm Validate Authorize
  • 53. Form Workflows Author Confirm Validate Authorize
  • 54. Content Approval Export Web Server Import Web Server Staging Farm Production Farm Internal Network Perimeter Network
  • 56. Business Intelligence • Analyze current business data applications for BI • Identify existing data sources – LOB applications – Data warehouses • Excel Services requirements • Business data presentation • Business data search
  • 60. BI Presentation • Audiences • Digital Dashboards • Rendering Excel Data • Displaying Data from the Business Data Catalog • Searching Business Intelligence Data
  • 63. Performance and Capacity • Plan for software boundaries • Estimate performance and capacity requirements • Plan scale actions based on performance and growth • Test solution for your environment • User response times
  • 64. Estimate Performance and Capacity Requirements • Authentication, access control, and authorization • Associated directory • Both common (read) and complex (read/write) user operations • Data and site growth over time • User concurrency • Long-running asynchronous tasks
  • 65. Hardware Recommendations Computer Role Recommended Hardware Web server Dual 2.5 GHz or faster processors (3 GHz or faster recommended) 2 GB RAM minimum recommended 3 GB of available disk space DVD drive, local or network accessible 1024x768 or higher resolution monitor Application server Dual 2.5 GHz or faster processors (3 GHz or faster recommended) 4 GB RAM minimum recommended 3 GB of available disk space DVD drive, local or network accessible 1024x768 or higher resolution monitor Database server Dual 2.5 GHz or faster processors (3 GHz or faster recommended) 4 GB RAM minimum recommended Hard disk space based on a 1:1.2 ratio of content to database capacity DVD drive, local or network accessible 1024x768 or higher resolution monitor
  • 66. Estimating Disk Space Requirements Category Description Number Operating system files Disk space required for Windows Server 2003 Setup and system 4 GB files. Swap file The swap file size are the same as the physical memory size, by default. SQL Server installation files Disk space required for SQL Server Setup and program files. 425 MB Database log files Disk space for log files varies based on log settings and the number of databases. Configuration database The configuration database does not generally grow past this 1.5 GB size. This is an estimated maximum size, not a hard limit. Content databases Estimate the initial volume of content that is stored in content databases and also allow for future growth and free space: Future growth Future growth is a key characteristic of the collaboration scenario. Plan for twice the amount of data that you initially plan to experience. Free space Leave at least 25% free space for each hard disk or volume. Total
  • 67. Index and Application Server Disk Space Requirements Category Description Number Operating system files Disk space required for Windows Server 2003 Setup and system 4 GB files. Paging file The paging file size is the same as the physical memory size, by default. Office SharePoint Server This number is an approximation based on a full installation of 1.3 GB 2007 installation files any Office SharePoint Server2007 edition. The Microsoft .NET 60 MB Framework version 3.0 Content index Add the amount of content in content databases that will be indexed by the index server. 30% of the resulting number is the maximum estimated size of the content index. Free space Leave at least 25% free space for each hard disk or volume. Total
  • 69. Single Server Physical Logical • Server 1: – Content Sites One Server which contains: – SSP • Web front end • SSP admin site • Application • Shared services • Database • Shared Web services – Central administration – All databases
  • 70. Small Farm (Example) Physical Logical • Server 1 & 2: – Content Sites Load balanced servers: – SSP • Web front end • SSP admin site • Applications • Shared services • Shared web services – Central admin (only svr 1) Server 3 All databases Dedicated SQL server
  • 71. Medium Farm (Example) Physical Logical • Servers 1 & 2: Load balanced servers: – Content Sites • Web front end – SSP • Applications • SSP admin site • Shared services • Shared web services Application server (Index) Server 3 • Applications SSP Shared service (Index) Shared web services Central Admin Clustered SQL server Server 4 & 5 All databases
  • 72. Large Farm (Example) Physical Logical • WFEs: servers 1 - 4: – Content Sites – SSP • SSP admin site • Web front end App servers: servers 5 - 10: SSP Svr 5 - 6: Shared service (Index) Svr 7 - 8: Shared service (Search) Shared web services (Search) Application servers:• Index Svr 9 – 10: • Search Shared service (Excel) • Excel calculation Shared web services (Excel) Clustered SQL server Central Admin (server # 5) Server 11 and 12 All databases
  • 74. Summary • Business challenges • Features • Deployment planning • Physical design planning • Typical farm layouts
  • 75. For More Information • Plan for software boundaries (Office SharePoint Server 2007) http://technet2.microsoft.com/Office/en- us/library/6a13cd9f-4b44-40d6-85aa- c70a8e5c34fe1033.mspx • Estimate performance and capacity requirements (Office SharePoint Server 2007) http://technet2.microsoft.com/Office/en- us/library/054526b9-417e-4140-b251- 79b68e771c9a1033.mspx
  • 76. © 2008 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. Microsoft, Active Directory, MSN, Outlook, PowerPoint, SharePoint, Visual Studio, and Windows are registered trademarks of Microsoft Corporation in the United States and/or other countries. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. Microsoft Corporation • One Microsoft Way • Redmond, WA 98052-6399 • USA
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