Deployment Share Point Products

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    SharePoint 2010 Products: Deployment

    2010 Microsoft Corporation. All rights reserved. To send feedback about this documentation, please write to us at [email protected].

    Requirements

    For server farm installations of SharePoint Server2010 and SharePoint Foundation 2010, you must berunning 64-bit versions of Microsoft SQL Server2005 or Microsoft SQL Server 2008 (each with theappropriate service packs and updates) on yourdatabase servers.

    SharePoint Server 2010 and SharePoint Foundation2010 are 64-bit applications and can only run on a 64-bit edition of the Windows Server 2008 operatingsystem. You must have hardware that supports theuse of a 64-bit operating system and 64-bit SQLServer.

    Har dware r equir ement : 64-b it Operating syst em r equirement: WindowsServer 2008 or Windows Server 2008 R2

    Database requirement: 64-bit SQL Server2005 SP2 or 64-bit SQL Server 2008

    Before you can deploy Microsoft SharePoint Server 2010 or Microsoft SharePoint Foundation 2010, you must meet the followingrequirements:

    SharePoint Server 2010 and SharePoint Foundation2010 must be run on a 64-bit edition of WindowsServer 2008 with Service Pack 2 or Windows Server2008 R2.

    For more information, see the article Determine hardware and software requirements on TechNet.

    Perform business analysis Determine goals and objectives

    Determine infrastructure requirements

    Steps Output

    Solution plan Topology and resource

    requirements

    Deploy developmentcomputers orfarm Develop solution

    Testand evaluate solution Refine solution

    Solution

    Deploy pilotfarm Deploy pilotsolution Collectbenchmark data

    Evaluate pilot

    Refine goals and infrastructure requirements Determine operations plan

    Updated solution plan

    Updated topology andresource requirements

    Operations plan

    Deploy production farm

    Deploy production solution Implementoperations plan Deploy additional environments:

    Authoring and staging farms

    Geo-distributed farms Services farms (Search,Taxonomy)

    Deployed production farms

    Over the course of planning, developing, testing, and rolling out SharePoint 2010Products, you perform several deployments, such as an initial proof of concept, a pilotor pre-production environment, and your production environment.

    Proof of concept (POC)

    Pilot (small scale test)

    User acceptance test (UAT)

    Production

    POCs are often created during evaluation phase to testthe productorsolution. A POC can be hosted on adevelopmentenvironmentoron a small scale productioncomputer.Sometimes the POC moves through severalstages in continuous development.

    Example topologies

    SmallscaleAll server roles installed on a single

    physical server.

    A limited setof users has access to the environmenttotestthe functionality and performance ofthe solution andinfrastructure.

    Topology should be as similarto production environmentas possible.

    Testers ensure thatall solution elements function asexpected in network and security conditions thatmatchthe conditions of the production environment.

    Itis business critical and appropriate service-levelagreements are in place.

    Deployment stage and environment

    DevelopmentCharacteristics

    Deploy farm

    Deploy solution

    Collectbenchmark data Evaluate proofofconcept Refine goals and infrastructure requirements

    Updated solution plan

    Updated topology andresource requirements

    Developmentenvironments exist throughoutthe lifecycleofthe project.Initial developmentofthe solution is

    followed by testing and refining the solution.

    Topologies vary,depending on the type of solution,the number ofpilotusers,and the type oftesting desired.Pilotenvironments are generally scaled down,butrepresentative versions ofthe planned production environment.

    Topologies vary,depending on the business needs.For UAT testing,itis recommended thatthey be near the scaleofthe production environment.Ifload testing is the goal,then the hardware should be identical.For productionenvironments, topologies vary depending on the solution and performance character istics thatwer e validated in thepre-production environments.

    Expected duration and stability

    Characteristics

    Characteristics

    Characteristics

    Characteristics

    Expected duration and stability

    Expected duration and stability

    Expected duration and stability

    Expected duration and stability

    Exists throughoutsolution lifecycle Nota stable environment no service-

    level agreementfor users

    Setup, reviewed,and then discarded Nota stable environment no service-

    level agreementfor users

    Limited time frame

    Limited service-level agreementforsolution readiness testing

    Production service-level agreementforproduction testing

    Long-term availability this is a stablepre-production environment

    Limited service-level agreementforusers

    Long-term availability this should be astable environment

    Full service-level agreementforusers,appropriate to the solution and businessrequirements

    Topologies vary, ranging from solution developmentcomputers running Windows 7 to large scale pilotand UATenvironments.

    Client development computersAll server roles installed on a single

    physical clientcomputer.

    Medium-large developmentenvironments

    Similar to pilotor UAT environments.

    or

    Topology is usually a single server or small farm.

    SmallscaleEach server role on its own server.

    Medium scaleCloser to planned production

    environment.

    SmallscaleEach server role on its own server.

    Large scaleMultiple servers for each server role,

    may include multiple farms for specificpurposes.

    Medium scaleMultiple servers for mostserver r oles.

    Related modelsThis model covers planning for deployment of SharePoint Server 2010 orSharePoint Foundation 2010. For further information about planning yourinfrastructure for these products, see the following models:

    Topologies for SharePoint Server 2010

    Services in SharePoint 2010 Products

    Cross-farm Services in SharePoint 2010 Products

    Hosting Environments in SharePoint 2010 Products

    Upgrade (1-4)

    Deploy UATfarm

    Deploy UATsolution Implementoperations plan Evaluate solution

    Evaluate operations plan

    Testfor capacity and performance

    Updated operations plan

    Medium scaleTwo tiers application/Web servers

    and database server

    Deployment stages and environments Installation and configuration

    These steps include only a high-level overview of the process. To successfully plan and perform your deployment, follow the recommendationsand procedures in the Planning Guide and the Deployment Guide for SharePoint Server 2010 or SharePoint Foundation 2010.

    There are three phases in the process of installing and configuring your environment:

    In this phase, you get your servers ready tohost the product.

    In this phase, you install the product and assign roles toeach server. You also create the configuration databaseand the SharePoint Central Administration Web site.

    Prepare the servers

    Databaseservers

    Domaincontroller

    Install and build the farm

    Ifnot pre-installing databases,theconfiguration database is created whenyou run the SharePointProducts 2010Configuration Wizard.All otherdatabases are created when you createthe service applications and Webapplications thatrequire them.

    Setup and harden

    database servers

    Cube Builder

    Service? Install

    SQL AnalysisServices

    Pre-installed

    databases? Create

    databases

    Setup and

    configure farmaccounts

    1 2

    Configure directory

    synchronization

    Configure settings, services, solutions, and sites

    In this phase, you prepare the farm to host your site content by configuring global settings, creatingservices applications, deploying customizations, and creating and populating the sites.

    You can use the Farm Configuration Wizard to these configuration steps, or you can perform themby using either the SharePoint Central Administration Web site or Windows PowerShell.Configuration steps are not isolated to a specific tier in the server infrastructure.

    Settings Services Deploy solutions

    (Optional)Configure

    incoming e-mail

    settings

    Configure outgoing

    e-mail settings

    Configure

    diagnostic logging

    settings andHealth Analyzer

    Configure usage

    and health datacollection

    Configure mobileaccountaccess

    Create Service

    Applications

    Create proxygroups?

    Enable specificservices on

    application servers

    Create Web applicationsand sites

    Create Web

    applications

    Configure Web

    applicationsettings

    Configure

    authentication

    Deploy customsolutions

    Deploy custom site

    definitions

    Configure quotas

    Configure

    alternate accessmapping

    Configureapplication pool

    recycling?

    Create site

    collection

    3

    Add anti-virus

    protection

    Monitoring(SCOM)

    Throttling

    Deploy custom

    features

    Create sandboxed

    solutions

    Applicationservers

    Ifusing IRM, install the Rights

    ManagementServer (RMS)client

    Ifusing Cube BuilderService, install

    decision supportobjects and createan OLAP Administratoraccount

    Verify hardwarerequirements

    Install and harden

    Windows Server2008 or Windows

    Server 2008 R2

    Install and

    configurenetworking &

    security protocols

    Install,configure,and harden pre-

    requisites

    Run Setup onapplication servers

    in the farm

    Install any

    additionalcomponents

    needed

    Run theConfiguration wizard

    on the remainingapplication servers to

    join the farm

    Run theConfiguration wizard

    to create the farmand SharePoint

    CentralAdministration

    Webservers Verify hardware

    requirements

    Install and hardenWindows Server

    2008 or Windows

    Server 2008 R2

    Install andconfigure

    networking &

    security protocols

    Install,configure,

    and harden pre-

    requisites

    Run Setup on Web

    servers in the farm

    Install language

    packs on all Web

    servers in the farm

    Run Configurationwizard on Web

    servers to join the

    farm

    Upgrading? Run

    the pre-upgradechecker

    Configure

    elements required

    for authentication

    Note thatSharePointWorkspaces can beused to keep developmentenvironmentssynchronized.

    Best practices for maintaining multiple environments

    Keep your environments synchronized by using the following:

    Profile replication engine a tool for keeping profile and social data synchronized across

    farms.

    Contentdeployment a method ofmoving contentbetween authoring,staging,and live

    environments.

    Mirroring and log shipping two techniques forkeeping contentchanges synchronized

    across farms.

    Keep your environments clean by using the following bestpractices:

    Be sure to reformat yourcomputers before re-using hardware betweenenvironments orwithin an environment.Do notsimply uninstall and reinstall.Ifthere are old customizations orconfigurations,they can affecthow thatcomputerworks and introduce errors into your environment.

    Purpose

    Steps Output

    Steps Output

    Steps Output

    Steps Output

    Used fordeveloping applications andsolutions forSharePoint2010 Products.

    Purpose

    Used fordetermining whethera solution willmeetbusiness needs and to determine anappropriate infrastructure plan.

    Purpose

    Used to testa solution on a small scale.

    Pilots are used to test solution readiness(no real data,justfunctionality testing).Apilotcan also be used to testfor productioncharacteristics (real data, actual work);this

    is recommended.

    Purpose

    A pre-production environmentused fortesting solutions againsta subsetorcomplete copy ofproduction data.

    Also used forvalidating the backups oroperational procedures.

    Purpose

    This is the live environmentthat yourusersinteractwith.

    Steps Output

    If you are using the same hardware to move through these phases, be sure toreformat each computer between each phase. The number of environments belowmight seem intimidating, but note that some are temporary, and many can bevirtualized.

    Before you can deploy,you mustplan thesolution you wantto deploy.Afterthe planningstage,you move through the deploymentstages in the following table,updating andrevising yourplans as you test.

    Always use development best practices for managing your solutions throughout theirlifecycle. For more information, see the Application Lifecycle Management ResourceCenter on MSDN.

    PlanningPurpose

    Getexecutive sponsorship fortheproject.

    Establish a clearschedule.

    Make the environmentproduction-class,but smallerscale.

    Limitthe pilottesting to no morethan a few hundred users.

    Tips for asuccessfulpilot project

    Testoperational tasks (backup andrecovery,health monitoring)as wellas solution elements.

    Perform surveys ofthe users to getfeedback on the solution and theoperation ofthe environment.

    Establish an appropriate service-level agreement.

    Treatthe pilot as business-critical,notas a lab environment.In otherwords,if the environmentwere togo offline,it would stop work forthe pilotusers.