20 Design Decisions for Share Point Server

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    SharePoint Server 2007Design Life Cycle

    (Top 20 Design Questions)

    CISSP, SharePoint [email protected]

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    Recommended Reading fromMicrosoft Press

    SharePoint Server 2007 Best PracticesSharePoint Products Administrators Pocket Consultant

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    Gather and Map Requirements

    Business Requirements

    Why?

    Functional Requirements

    urrent systems Technology agnostic

    Technical Requirements

    Specific to SharePoint Server 2007

    Use your enemies!

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    Requirements ElicitationTechniques

    Traditional

    Surveys, discussion groups, interviews

    Existing Systems

    x st ng unct ona ty an pa n po nts Group Techniques

    Workshops, lunch-n-learn

    Prototyping

    Contextual Requirements

    Expensive, but effective

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    Top 20 Design Questions

    1. Should I migrate all of my content to

    SharePoint Server 2007? Moving disparate data into a poorly

    implementation leaves data in disparateSharePoint Server 2007 buckets!

    File Shares will be here for a while

    ISOs

    Executables

    Workstation profile backups

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    Top 20 Design Questions

    2. How will I manage security?

    Server administrators arent farm admins

    Farm Admin training

    Delegation of Administration

    Farm

    SSP Site Collection

    Site

    List

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    Multi-tiered SLA

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    Top 20 Design Questions

    4. How many Web applications do I need?

    Fewer is better

    Use explicit managed paths instead of Web

    Politics drive the creation new Webapplications

    Create new Web apps for Security* Create new Web apps for Isolation

    *Carefully weigh the advantages/disadvantages, and how much security isolationyou will actually realize

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    A Good Start to Web Applications

    Central Administration

    Never use App pool or identity for other Webapplications

    Good idea for security and backup/restore

    My Site Provider

    Policies, URLs, Zones, usability (http://my)

    Portal / Intranet

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    Top 20 Design Questions

    5. How do I enable external access to my

    Intranet? Zones

    VPNs

    Legacy

    SSL

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    Top 20 Design Questions

    6. Do I need content types?

    Yes!

    Site Collection scoped

    , , , ,site columns (metadata), DocumentInformation Panel (DIP)

    Multiple items in New menu

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    Top 20 Design Questions

    7. Do I need an information architecture

    plan? Yes!

    ,adequate planning of buckets

    Strive for process-based collaboration, andnot organization-based

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    Top 20 Design Questions

    8. Do I need Records Management?

    Were you told to implement?

    Yes Then OK

    Based on your content type structure

    Routed on exact match

    Can be programmed to route based on partent

    content type

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    Top 20 Design Questions

    9. What level of Search planning must I do?

    Unless Search is a driving factor for phase I,then just SharePoint Server 2007

    product

    Use managed properties to expose metadatatags in advanced properties and advanced

    search

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    Top 20 Design Questions

    10. Will I allow users to use SharePoint

    Designer? Train your power users first

    Understand the differences in a publishingsite and non-publishing site

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    Top 20 Design Questions

    11. Will I leverage the Publishing features?

    Advantages

    Navigation

    aster age n er tance Page Layouts

    In-browser editing

    Disadvantages Page size

    SharePoint Designer limitations

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    Top 20 Design Questions

    12. How many Shared Services Providers

    do I need? One

    Legal or Regulatory

    Records Center Index

    Intranet/Extranet Indexes

    Extreme scaling

    Hosting Services

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    Top 20 Design Questions

    13. Who will create site collections?

    Do you have an IT Governance Plan?

    Information Technology controlled creation,

    timeliness and effectiveness of collaboration

    Consider Self-service Site Creation forhighly-collaborative Web applications

    DONT USE SITE USE CONFIRMATIONAND DELETION!

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    Top 20 Design Questions

    14. Will I enable incoming email?

    Enable for discussion lists

    Enable for custom Workflows

    E-mail documents to lists

    Requires SMTP on a farm member, or wire-

    up to Exchange Server Use Alias for server name

    i.e. SP.mycompany.com

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    Top 20 Design Questions

    15. Will you mail-enable SharePoint groups?

    Easily email groups

    Allow user-managed distribution lists

    service

    Integration with Active Directory

    Creates and maintains list contacts

    Creates and maintains group membership indistribution lists

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    Top 20 Design Questions

    16. Do I need enterprise workflows?

    SharePoint Designer workflows are list-based, and cannot be distributed

    ,

    logic to Visual Studio and save as features

    Deploy features to Site Collections

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    Top 20 Design Questions

    17. What logging and auditing policies do

    you need? Carefully set logging and auditing!

    Use Event Logs for daily business

    Enable trace logs for troubleshooting

    Move trace logs from system drive if you willenable them 24 x 7

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    Top 20 Design Questions

    18. How will you monitor your solution?

    System Center Operations Manager 2007has management packs for WindowsSharePoint Services 3.0 and SharePoint

    Server 2007 Or, open the rules via SCOM Authoring

    over 150 eventIDs and perf counters

    See http://mindsharpblogs.com/ben for list ofperf counters

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    Top 20 Design Questions

    19. How will you backup and restore

    content? For large shops and those who need short

    ,

    Native tools work!

    Stsadm.exe o backup directory for farm-levelbackups

    Stsadm.exe o backup url for Site collectionbackups

    Stsadm.exe o export / import for site backup

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    Top 20 Design Questions

    20. How many and which farm servers do I

    need? Plan for availability first

    One App server hosting ECS, Doc Conv, CentralAdmin, and Index

    Dont sweat it

    Easily changed later, except Index Server

    Always start with SQL Server Standard or betterto allow farm growth. Basic and Standalone

    installs do not easily allow for farm scaling

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    Questions?

    http://mindsharpblogs.com/ben

    [email protected]