Share Point 2010 BootCamp 1-10

SharePoint
2010 Boot Camp

Module1IntroducingSharePoint2010 Module2CreatingaSharePoint2010Intranet Module3DesigningaLogicalArchitecture
Module4PlanningaServiceApplicationArchitecture Module5PlanningforPerformanceandCapacity Module6DesigningaPhysicalArchitecture
Module7AdministeringandAutomatingSharePoint Module8ConfiguringContentManagement Module9PlanningManagedMetadata
Module10PlanningEnterpriseContentManagement Module11ConfiguringAuthentication Module12SecuringContent
Module13ManagingSharePointCustomizations
Module14ConfiguringandSecuringSharePointServicesandServiceApplications Module15UserProfilesandSocialNetworking Module16AdministeringandConfiguringSharePoint Module17ImplementingOfficeWebApps
Module18PlanningaSharePoint2010ImplementationofaBusinessIntelligenceStrategy Module19DevelopingaPlanforGovernance Module20InstallingandUpgradingtoSharePoint Module21ImplementingBusinessContinuity Module22MonitoringandOptimizingSharePointPerformance
IntroducingSharePoint2010
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Module1
Contents:
Lesson1:EvaluatingtheFeaturesofSharePoint2010 Lesson2:PreparingforSharePoint2010 Lesson3:InstallingSharePoint2010 Lesson4:AdvancedInstallationofSharePoint2010 Lab:InstallingSharePoint2010
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Modu uleOverv view
MicrosoftShare M ePoint2010t thecollectiono ofproductsand technologiesth hatincludesSha arePointServer r2010 an ndSharePointF Foundation2010offersabroadrangeoffun nctionalitythat addressesavas stnumberofbu usiness co ollaborationsce enarios.TheSha arePointplatfor rmsitson,andd dependson,an numberofothe erMicrosoftpro oducts an ndtechnologies s.
In nthismodule,youexploretheroleofSharePo oint2010indel iveringbusiness scollaborationsolutionsinthe e en nterpriseandontheInternet.Youthenlearn whatittakesto ogetSharePoin ntupandrunnin ngfromprepa aring yo ourinfrastructu ure,toconfiguri ingrelatedtech hnologiesandpr roducts,todep ployingSharePointserversand farms us singbothoutof fboxinstallatio onwizardsands scripts.
In ntroducingSharePoint2010
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Lesson1
EvaluatingtheFeatu t uresofSha arePoint2010
Sh harePoint2010isthebusinesscollaborationp platformforthe eenterpriseand dtheInternet.B Behindthissimple va alueproposition nisacomplexa andpowerfulplatformthatde liversrichfunct tionalitytoaddressavastrang geof bu usinessneeds.Inthislesson,yo oulearnjusthowmuchtechno ologyiswrappe dupbythose 13 3words,andyo oudissectthete echnicalcapabil litiesandfeatur resthataredriv vingenterprises saroundthe worldtoadoptSharePoint2010 w 0.
Af ftercompleting gthislesson,youwillbeableto o:
Describethe evalueproposit tionofSharePoint2010.
Describethe eSharePoint2010platform.
Describethe ekeySharePointproductsand technologies.
Describethe ekeySharePoin ntcapabilities,suchassites,com mmunities,con ntent,search,in nsights,and composites. .
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Th heValueProp positionof SharePoint2010 0

Th hevaluepropos sitionforSharePointis,SharePointisthebus sinesscollabora ationplatformfo ortheenterpriseand th heInternet.Microsoftinveste edheavilyinthe edevelopmento Server2010tod deliverfeatures sthat ofSharePointS en nableanenterp prisetodothef following:
Delivertheb bestproductivit tyexperience.T Theenduserex xperienceofSh harePointServer2010buildson n familiaruserinterfacesandt tools. thaunifiedinfr rastructure.Sha arePoint2010p performsrolest thathavebeen, ,inmany Cutcostswit enterprises,p providedbyotherdisparatesys stems.Nowtho oserolescanbe econsolidatedo ontoSharePoin nt 2010. ondtobusinessneeds.ShareP Point2010prov videsadiversef featuresetaddr ressingmanybusiness Rapidlyrespo collaboration nscenarios,with houtofboxfun nctionality,aric chcollectionof communityge eneratedsolutio ons,and extensibilityt tosupportcusto omsolutions. dfeaturesthat supportthosebenefits.Featuresare Microsoftdescrib M besSharePoint2010asaseries sofbenefitsand gr roupedintocategoriescalledc capabilitiesthatdeliversolutio nstorelatedbu usinessscenario os.

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Th heSharePoint tPlatform
Sh harePointisaplatformthatitselfextendsand ddependsonm anycomponen tsofthebroade erMicrosoft te echnologiessuit te. Th hisvisualization noftheplatform mshowsthedependenciesbo othrequiredan ndavailablebetweencompo onents of fthetechnologystack.Eachco omponentoftheplatformcont tributesspecific cfeaturesandf functionality.
WindowsServ ver2008orW WindowsServer2008R2provid esthecoreope eratingsystemf functionality, includingthesecuritysubsys stem. TheMicrosof ft.NETFramewo orkprovidesthe eframeworkfo orSharePoint,w whichisa.NETa application runningwithinInternetInfor rmationService es(IIS). oundation2010 0deliversfundamentalSharePo ointfunctionaliityincludingser rvice SharePointFo management,security,integ grationwithMic crosoftOfficecllientapplication ns,andcorecollaborative featuressuchaslistsandlibraries. erver2010build dsonSharePoin ntFoundation,a addingsocialne etworking,ente erprisesearch, SharePointSe businessintelligence,andoth herfeatures. providedbySha arePointFoundation2010and SharePointSer rver2010arede etailedlaterinthis Thefeaturesp module. SharePointus sesidentityserv vicesthatcanin ncludetheActiv veDirectorydi irectoryservice eorotherClaims basedauthen nticationprovide ers.Someofthe eseidentityser rvices,suchasfo ormsbasedaut thentication,re ely onthe.NETFramework. SharePointco ontentisstored dinMicrosoftSQ QLServer. SharePointisahighlyextens sibleplatform.Independentso oftwarevendors s(ISVs),thecom mmunity,custom mers, titselfdeliverso olutionsthatde ependonShare ePointFoundationorSharePoin ntServer. andMicrosoft

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Sh harePointProductsandTec chnologies

Th hereisawidearrayofproduct tsandtechnologiesthatmakeupSharePoint. Sh harePointprodu uctsandtechno ologiesincludet thefollowing: SharePointFo oundation2010 0. SharePointSe erver2010forI IntranetScenarios,whichislice ensedwithStan ndardorEnterp prisefeatures. ThefeaturesprovidedbySharePointFound dation2010and dSharePointSe rver2010ared detailedlaterin thismodule. SharePointSe erver2010forI InternetSites,w whichislicensed dforaccessbylargenumberso ofusersandby y nonauthentic catedusers. OfficeWebA Apps,whicharediscussedinModule11,Imp lementingOffic ceWebApps. FASTSearchf forSharePoint2 2010. FASTSearchf forSharePoint2 2010forInternetSites,whichislicensedfora accessbylargen numbersofuse ers andbynonau uthenticatedusers. SearchServer2010andSearchServerExpre ess2010,which hprovidethese earchfunctiona alityof SharePointSe erver. Ad dditionally,ava astselectionofcommunitygen neratedsolutio nsandapplicat ionsbyISVsext tendsthe ca apabilitiesandf featuresetofSh harePoint2010.
Itisimportantth hatyouunderstandyourbusine essrequiremen ntssothatyouc canchoosethebestmixof pr roductsandtec chnologies.

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Sites

Th hesitescapabilityincludesfunctionalitythatd deliversandper rsonalizesconte enttousers,providesmanage eability an ndscalabilityto oadministrators s,enablesdeveloperstocustom mizeandextend dSharePoint,andallowsan en nterprisetoimp plementShareP Pointalongwith hothersolution nsortoconsolid datethefunctio onalityprovided dby di isparatecollabo orationsolution nsintoSharePoint.
Co ontentDelive ery
Th hesitescapabilityoffersthefo ollowingcomponents,features s,andfunctiona alitytodeliverc contenttousers s: Corecontentstructures Webapplications,sitecollections,sites,lists,libraries Servicestorendercontent Multipleb browsers Mobilebro owsers Accessibilit tystandards(W WCAG2.0) RichWebexp perience Ribbonuse erinterface(UI):FamiliarOffic ceUI WebEdit:Richcontented diting Interfacesfor rrichandoffline eclientexperie ences Officeclientapplications SharePointWorkspace OfficeWebApplications Fo ollowingaresom meimportantp pointsrelatedto ocontentdelive ery:
SharePointFo oundation2010 0deliverstheco orefunctionalit tyofSharePoint tandprovidesm mostofthe featuresinth hesitescapabilit ty. ContentstructuressuchasW Webapplication ns,sitecollectio ons,andsites,ar rediscussedinModule2, 0Intranet. CreatingaSharePoint2010

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SharePoint2010featuressignificantlyexpandbrowsersupport,whicharedetailedinLesson2ofthis module.Additionally,youcanaccesscontentcanusingmobilebrowsers. SharePointiscompliantwithWCAG2.0accessibilitystandardsoutofthebox. Anumberofcomponents,services,features,andinterfacesofSharePointaredesignedtodelivera unified,efficient,andfamiliarexperiencetoendusers. SharePoint2010offersavarietyofmodalitiesthroughwhichuserscaninteractwithcontent,includingOffice clientintegration,SharePointWorkspaceandotherapplicationsthatprovideofflineaccesstoSharePoint,and OfficeWebApps,whichenablebrowserbasedviewing,editing,andcoauthoringofdocuments.
Question:Whatimportantbusinessobjectivesdothecontentdeliverycapabilitiesinthesitescapability itscomponents,features,andthemanywaysitgivesyoutointeractwithcontentsupport?
ContentPersonalization
Thesitescapabilityoffersthefollowingcomponents,features,andfunctionalitytosupportpersonalizingthe deliveryofcontent:
Featuresthatpersonalizetheusersexperiencewithcontent MySites Usertagging Contenttargeting Multilingualsupport Followingaresomeimportantpointsrelatedtocontentpersonalization: Oneusermaynotneed,want,orbeallowedtoseethesamecontentthatanotherusersees.The SharePointsitescapabilitydeliversfunctionalitytoindividualizetopersonalizetheuserexperience. MySiteisausersindividualWebpage,exposingthatusersprofile,sharedinformationanddocuments, expertise,organizationalrelationships,andsocialactivitiestootherusers.Additionally,ausersMySitecan provideapersonalizednavigationandviewofenterpriseresources. UsertaggingisanimportantnewfunctionalityofSharePoint2010.Documents,lists,libraries,sites,andusers canbetagged.Thesetagscanthenbeusedtoassociateauserwithcontentthatisofinteresttothatperson. Contenttargetingistheabilityofanadministratortopushcontenttooneormoreusersbasedonthose userssharedcharacteristics,includingtheirgroupmembership. SharePointprovidesmultilingualsupport.SharePointcansupportcontent,services,andtagsinawiderange oflanguages.Asitecanberenderedinaparticularlanguagetoauserinthatuserslanguageandcanbe switchedtoanotherlanguageonthefly.
ManageabilityandScalability
Thesitescapabilityoffersthefollowingcomponents,features,andfunctionalitytoensurescalable, manageabledeploymentinanenterprise:
Centralmanagement Governance,security,andcomplianceatmultiplelevelsofeveryfeature Operationsmanagement Deploy,secure,configure,backup,monitor,audit,andupdate. CentralAdministration(UI)andWindowsPowerShellsupport Toolsandguidance Enterprisescalability,manageability,andavailability Capacity Topology Performance
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Highavailability SharePointiscentrallymanagedusingtheCentralAdministrationsiteandWindowsPowerShell.It supportsgovernance,security,andcomplianceatmultiplelevels,foralmosteveryfeature.
SharePointServer2010providesgreaterscalability,manageability,andavailability.
CustomizationandExtensibility
Thesitescapabilityoffersthefollowingcomponents,features,andfunctionalitytoenableanorganizationto customizeandextendSharePoint: Themingandbranding Outoftheboxsolutions,templates,andWebParts Customsolutions:FromnocodetoMicrosoftVisualStudio Workflow,SharePointDesigner,InfoPathServices,MicrosoftVisioServices,MicrosoftExcelServices, MicrosoftAccessServices Microsoft.NET,MicrosoftSilverlight BusinessConnectivityServices:Interactwithlineofbusinessdata SharePointandclientobjectmodels Webservices,applicationprogramminginterfaces(APIs;SharePointandclientobjectmodels),REST ISVandcommunitysolutions Codeplex:http://www.codeplex.com Manageability:Constrain,debug,manageapplicationlifecycle Followingaresomeimportantpointsrelatedtocustomizationandextensibility: ThemesandbrandingfeaturessupportcustomizingthelookandfeelofSharePointsites. Youcandeliverrichfunctionalsolutionsusingoutoftheboxsolutions,templates,andWebParts. SharePointisaplatformonwhichyoucaneasilycreateanddeploysolutionsfromsimple,nocode solutionstomorecomplexsolutionsdevelopedwithVisualStudio. SharePointprovideswaystointeractwithlineofbusinessapplicationsanddatasources.Oneofthemost importantdataconnectionandinteroperabilityfeaturesisBusinessConnectivityServices. ThereisavastecosystemofcommunityandISVswhosupportandextendSharePoint. WithSharePoint,anenterprisecangovernandmanagecodecustomizationsandextensions.
InteroperabilityandPlatformConsolidation
Thesitescapabilityoffersthefollowingcomponents,features,andfunctionalitytosupportavarietyof relationshipswithothersystemsinanenterprise: Interoperability Platformconsolidation Replacepointsolutions Integratedcapabilities:Oneplatformforintranet,extranet,andInternet SharePointprovidesaunifiedinfrastructurethatdeliversabroadrangeoffunctionalitythatmighttakeseveral toolsfromothervendorstodeliver,atwhichpointyouhavetoknowhowtointegratethem.Thisinfrastructure givesyouawaytodeploy,secure,manage,maintain,backup,andmonitoroperations.
Question:Whatarethebusinessoutcomessupportedbyinteroperability?
Question:Whatarethebusinessoutcomessupportedbyplatformconsolidation?

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AdditionalReading
MicrosoftSharePoint2010Sites(SP2010_Sites_Datasheet.pdf)at http://go.microsoft.com/fwlink/?LinkID=197249&clcid=0x409.

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Communities
Th hecommunities scapabilityenco ompassesmuch hofwhatpeopllethinkofasbu usinesscollabor ration.
En nterpriseCollaboration
Th hecommunities scapabilityoffe ersthefollowing gcomponents, features,andfu unctionalitytoenable co ollaborationbet tweenusers: Li ists Fundamentalconstructinwh hichcontentiss stored ts:Calendar,con ntacts,tasks,an nnouncements, surveys Outofboxlist
Li ibraries Fundamentalconstructinwh hichdocuments sarestored Versioncontro ol,checkin,che eckout,docume entworkflows
Al lertsandReally ySimpleSyndica ation(RSS) Businessproce essautomation:Workflows orkflows Outofboxwo uting Documentrou esigner2010 SharePointDe SharePointFou undationdelive ersmuchofthe outofboxente erprisecollabor rationfunctiona alitythatmakes s upthecommu unitiescapability y.
Id dentityandProfile
Th hecommunities scapabilityoffe ersthefollowing gcomponents, features,andfu unctionalitytodefineauserandthe us serprofile: MySites Userprofiles

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ActiveDirectoryandothersources Attributes:Biography,jobtitle,location,contactinformation,previousprojects,interests,skills Photos,presence,andcontactcard Organizationalrelationships Manager,teams,colleagues(AddaColleague) Expertise:Assignedorprofessed(AskMeAbout) Socialdatamining SharePointteams OfficeCommunicatorcontacts Emailcommunicationpatternsandcontent
Colleagueandkeywordsuggestion Followingaresomeimportantpointsrelatedtoidentityandprofiles:
MySitesarethesocialnetworkinghubforinteractingwithindividualsinanorganization,designedtohelp buildrelationshipsbetweenusersandtoconnectpeopleinanorganization. UserprofilesareacollectionofattributesthatcanbesynchronizedwithActiveDirectoryandothersources. Userscanalsodefinetheirownattributes.AusersMySiteexposestheusersprofile,andSharePointenables theorganizationandtheindividualtomanagethevisibilityofprofileattributestovariousaudiences. Userphotos,presence,andcontactinformationisdisplayedthroughouttheSharePointUI. Relationshipsaredefinedbyauthoritativesources,suchasActiveDirectory,byusermembershipinteams, andbyuserswhocanaddtheirowncolleagues. ExpertisecanbedefinedcentrallyandbytheuserthroughtheAskMeAboutsectionoftheirprofile. SharePointcandiscoverandsuggestareasofexpertisebyminingtheusersmemberships,contacts,email communicationpatterns,andemailcontent. Throughsuchminingactivities,SharePointcansuggestkeywordsandcolleaguestohelpusersrefinetheir profile.
UserGeneratedContentandUserFeedback
Thecommunitiescapabilityoffersthefollowingcomponents,features,andfunctionalitysothatuserscan generateunstructuredcontentandprovidefeedbackregardingcontentofanytype: Usergeneratedcontent Blogs,wikis(withrichmedia),discussions,podcasting,videos Statusupdate MyNetworkfeed Activity RecentActivitiesfeed Userfeedback Share&Tracktabontheribbon Tags Social/contenttaggingandexpertisetagging Tagcloudcontrol Tagprofiles:Communitiesofinterestaroundatag Ratings Noteboard:Commentsandquestions Socialbookmarking Followingaresomeimportantpointsrelatedtousergeneratedcontentanduserfeedback:
Usergeneratedcontenttypicallyreferstolessstructuredformsofcontent,includingblogs,wikis,and discussionforums.Italsoreferstomicrobloggingactivitiessuchaswhenusersupdatetheirstatusoreven simplyauthoradocument.

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Userfeedbackencompassesactivitiesandchannelsthroughwhichusersgiveinputoncontent.Userfeedback informationcanhelpusersdiscoverandmakeuseofcontentbasedonwhatothersthinkofthecontent. ThenoteboardissimilartothewallinFacebook.AusersMySitehasanoteboard,butanysite,library, list,ordocumentcanalsohaveanoteboard. Socialbookmarkingisawaytosharefavoritesiteswithacommunityofusersandtodiscovernewsitesand resourcesfromcolleagueswithsimilarinterests.ItreplacestheMyLinksfeatureinSharePoint 2007.
BusinessCommunities
Bycombiningthepowerofcollaborativecapabilitieswithsocialcomputingtechnologies,SharePointenables anorganizationtoachievethegoalsofboththecustomer(userbase)andmanager(IT)ofthetechnology.
ManageabilityandExtensibility
Thecommunitiescapabilityoffersthefollowingcomponents,features,andfunctionalitytoenablean organizationtomanageandextendSharePoint: Security,privacy,andcompliance Centralizedconfigurationandmanagementofbusinesspolicies Monitoring,auditing,andreporting Balancegovernancewithempowerment Extensibility EnterprisesocialnetworkingwithSharePointismanageable,secure,andcompliant.

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Content C

Afundamentalo outputofusersa andbusinessco ollaborationact ivitiesisconten nt.Thecontentcapabilitydeliv vers unctionalitythatsupportsthem managementof fcontentthrou ughoutitslifecy ycle.SharePoint tinteroperates fu withorreplacesothercontentm w managementsy ystems.
Su upportforCo ontentandIn nteractionwit thContent

Th hecontentcapa abilityoffersthe efollowingcom mponents,featu ures,andfunctio onalitytosuppo orta tr remendousrang geofcontentan ndadiverseset tofmodalitiesw withwhichtoin nteractwithcon ntent. Supportfora tremendousra angeofcontent t Document ts Records Webconte ent Richmedia a:Audio,video withcontent Interactionw Viewing Editing Coauthoring Output(W WordAutomatio on) Fo ollowingaresom meimportantp pointsrelatedto osupportforco ontentandinte ractionwithcontent:
Userscansto orejustaboutanytypeofcontentinSharePoiint,includingco ontentthathasbeen traditionallys storedindistinc ctsystems. ousmodalitiesinwhichusersc caninteractwit hcontent,inclu udingviewing(i inthe SharePointprovidesnumero nclientapplications),output,e editing,andeve nconcurrentco oauthoring,wit ththeOfficeWeb browserorin Apps.
Question:WhatbusinessoutcomesdoesShare Q ePointssupport tforavarietyo ofcontenttypes sand modalitiesofinte m eractionwithth hecontentfacilitate?

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DocumentandRecordsManagement
Thecontentcapabilityoffersthefollowingcomponents,features,andfunctionalitytoenableanenterpriseto managedocumentsandrecords: ContentOrganizer:Documentrouting UniquedocumentIDsandpermalinks Documentsets Inplacerecordsmanagement Crossfarmcontentpolicyandrules Access,informationrights Retention,legalholds,disposition Locationbasedpolicy Automaticapplicationofmetadata Documentandrecordsmanagementfeaturesareintegratedintoeverysite. Youcanspecifydocumentroutingrulesthatallowdocumentstobedroppedintoalibraryandthen automaticallymovedtotheappropriatelibrarybasedonmetadataandbusinesslogic. Youcancreatedocumentsets,whicharecollectionsofdocumentsthatcanbetreatedasaunit,witha collectiveversionhistoryandmetadatathatappliestothecollection. You can specify metadata, retention schedules, record declarations, and legal holds and apply them consistently.SharePointprovidesformultistagedispositionofdocuments.Policiescanbelocationbased. SharePointcanautomaticallyapplymetadatabasedonadocumentslocationandotherbusinesslogic.
Followingaresomeimportantpointsrelatedtodocumentandrecordsmanagement:
Question:WhatarethebusinessoutcomessupportedbySharePointssupportforavarietyofcontenttypes andmodalitiesofinteractionwiththecontent?
DefinitionofContentandMetadata
Thecontentcapabilityoffersthefollowingcomponents,features,andfunctionalitytodefinecontentand metadata,andtherebytocreateandmanagecontent: Structuredandunstructuredcontent Blogs,wikis,discussionforums Definedcontenttypeswithmetadata,workflows,templates,andrightsmanagement ManagedMetadataService Tags:Taxonomy&folksonomy Multilingualmetadata Enterprisecontenttypes Useofmetadata Taggingcontent:Manualandautomatic Visibilityoftags:Item,site,client Metadatadrivennavigation Searchrefiners Followingaresomeimportantpointsrelatedtodefinitionofcontentandmetadata:
SharePointsupportscontentthatisunstructuredandfreeform,suchasblogs,wikis,anddiscussion forums,aswellashighlystructuredcontentandeverythinginbetween. TheManagedMetadataService(MMS),newinSharePoint2010,providesacentralrepositoryand managementcapabilityforwhataregenerallycalledtags.Tagsarearrangedinahierarchicalstructure

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thatcanbedelegatedtoappropriatebusinessowners.Tagscanbecentrallydriven(taxonomy)oruser submitted(folksonomy)orboth,andtagsareenabledformultiplelanguages. TheMMSalsodeployscontenttypesacrosssites,sitecollections,Webapplications,andfarmssothatan enterprisecanmaintainbettercontroloverthedefinitionofandmetadataassociatedwithcontent,aswellas informationmanagementpoliciesforthatcontent. Youcanusemetadata(tags)innumerousways,andSharePoint2010providesavarietyofmethodswith whichtotagcontentandviewtags.Youcanevenhavetagsappliedtocontentautomatically,basedonthe itemslocationorotherrules.Additionally,youcanusemetadatatocreatedynamicnavigationandto providesearchrefiners.
Thecontentcapabilityoffersthefollowingcomponents,features,andfunctionalitytoenablean organizationtomanageandextendSharePoint: Manageability Deployacrosssites,sitecollections,Webapplications,andfarms Secure,configure,andaudituseofmetadata Remotebinarylargeobject(BLOB)storage Integratewithothersystemsandlegacyrepositories Open,highlydocumented,extensibleplatform Supportforinteroperabilitystandards XML,SOAP,RSS,REST,WebDAV,andWSRP Someimportantpointsrelatedtomanageabilityandextensibilityofthecontentcapabilityareasfollows:
TheMMSandotherservicesrelatedtothecontentcapabilityaremanageableandgovernableacrossyour entireenterprise. SharePointcanstorecontentinremotesystems,includingthefilesystem,usingremoteBLOBstorage. SharePointisaplatformthatyoucanextendinnumerousways,anditsupportsmanyinteroperability standards.
Question:Whatarethebusinessoutcomessupportedbyextensibilityandinteroperabilityinthecontent capability?
AdditionalReading
MicrosoftSharePointServerContent(SP2010_Content_Datasheet.pdf) at http://go.microsoft.com/fwlink/?LinkID=197250&clcid=0x409.

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Se earch

Userscanbrowse eSharePointsc contentstructur ressites,lists, ,andlibraries forcontent,bu utofcoursesea archingis ftenamoreeffe ectivemeansof flocatingconte ent.Thesearch capabilityissel lfexplanatorya andisdetailedin of Module11. M
Pe eopleandEx xpertiseSearc ch
Th hesearchcapab bilityoffersthefollowingcomp ponents,featur res,andfunctio nalitytosearch hforpeopleand d ex xpertise: Unlockknowl ledgenotfound dindocuments Communic cations Behaviors Relationsh hips Organizationchartbrowser Search Nicknameandphoneticm matching Recentlya authoredconten nt Peoplean ndexpertisespe ecificrefinemen nt Respon nsibilities,memb berships,pastp projects,interes sts Fo ollowingaresom meimportantp pointsrelatedto opeopleandex xpertisesearch: :
ndexperiences Youcanconn nectwithpeopleandexpertise ebyusingsearc chskills,tools,an sthatyou typicallyapplytosearchingf forcontent. Withpeopleandexpertises search,youcan unlockthekno owledgethatisn notstoredintraditional thevaluethatis sfoundinpeop pletopeopleco onnectionsand socialbehavior r. contentandt SharePoint2010featuresan norganizationb browserthatex xposesavisual,navigableviewof alrelationships. organizationa Inadditionto olookingforpe eopleandexper rtise,youcanus sepeopleande expertisemetad datato improvether relevanceandr refinetheresult tsoftraditionallcontentsearch hes.

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ContentSources,Indexing,andQuery
Thesearchcapabilityoffersthefollowingcomponents,features,andfunctionalitytomakecontent availableforeffectiveandefficientsearching: Contentsourcesandindexing Supportfor400+structuredandunstructuredcontenttypes Advancedcontentprocessingwithstronglinguistics Eightyfivelanguages Abilitytobuildandmanageconnectionstoexternalcontentrepositories Commonconnectorframework Query Searchscopes Enhancedquerysyntax Thesaurusandnoisewords Phoneticandnicknamepeoplesearch Querysuggestions(Didyoumean?) Followingaresomeimportantpointsrelatedtocontentsources,indexing,andquery:
SharePointisabletoconnecttoandindexastaggeringrangeofcontentsourcesandcontent,andwiththe commonconnectorframework,adevelopercanbuildconnectionstoothercontentsourcesthatcanthenbe managedandqueriedlikeoutofboxcontentsources. Thequeryexperienceisrichandissupportedwithfeaturesthatsignificantlyimproveyourabilitytofind theinformationyouarelookingfor.
ResultsandRelevance
Thesearchcapabilityoffersthefollowingcomponents,features,andfunctionalitytoproduceaccurateand helpfulresults: Resultsaresecuritytrimmed. Resultsarefederated. Resultshaveimprovedrelevancebasedonusageandhistory. Resultsarepresentedincontexttotheuserandtheusersprofile. Resultshavesocialrelevance. Clickthroughbehaviorofresultsfromrelatedqueries Socialdistance Relatedsearches. Followingaresomeimportantpointsrelatedtoresultsandrelevance: Usersseeonlyresultsforcontenttowhichtheyhaveaccess. SharePointsearchresultsarefederated,meaningthatyouseeaunifiedlistofresultsfromallquery services. Searchresultsarerelevant,presentedusingalgorithmsthatincludeclickthroughbehavior,usage,history, theusersownprofile,andsocialdistance. SharePointevenlistsrelatedsearchesalongwithsearchresults,therebypointingyoutowardsearch queriesthatmayhelpyoufindtheinformationyouneed.
UserSearchExperience
Thesearchcapabilityoffersthefollowingcomponents,features,andfunctionalitytoprovideuserswitharich searchexperience: Results

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Hithighlighting Resultssummaries Visualsearch Thumbnails Previews Viewinbrowser Refinementpanelandsortingdrivenbymetadata Includessocialdistance,otherpeople,andexpertisemetadata Exactresultcountswithrefiners(FAST) Searchfromthedesktop,browser,orWindowsmobiledevice Followingaresomeimportantpointsrelatedtousersearchexperience:
Searchresultsarerich,withhithighlighting,summaries,andvisualsearchfeaturesincluding thumbnails,previews,andviewinbrowser. Metadatadrivenrefinementincludingsocialmetadataprovidesnavigation,sorting,filtering,and narrowingdownyourresults.AddingFASTprovidesexactresultcounts. UserscansearchSharePointfromthedesktopusingWindows7federatedsearch,fromoneofseveral browsersonseveralplatforms,orfromaWindowsmobiledevice.
Thesearchcapabilityoffersthefollowingcomponents,features,andfunctionalitytoenablean organizationtomanageandextendSharePoint: Infrastructure Scalability:Improvedtopology,algorithms,andperformance FASTintegration Manageability Tuneindexandquerybehavior:Relevance,bestbets Monitorusersearchbehavior Extensibility LeveragethequeryobjectmodelandWebParts Createsearchdrivenapplicationstoenrichplatform Integratewithandaggregateothersystemsandinformation Followingaresomeimportantpointsrelatedtomanageabilityandextensibilityofthesearchcapability: SharePointsearchishighlyscalable. FASTenhancestheoutofboxSharePointsearchexperiencewithnumerousperformanceenhancingand valueaddedfeatures. SharePointprovidesaunifiedadministrativeandmanagementexperience. SharePointisextensibletosupportfederation,aggregation,integration,andcustomsearch applications.
AdditionalReading
SharePointSearchDatasheet(SP2010_Search_Datasheet.pdf)at http://go.microsoft.com/fwlink/?LinkID=197251&clcid=0x409.

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In nsights

Th heinsightscapa abilityencompa assesfunctionalitythatyoucan nusetoconnec cttodatasourcesandpresentthedata in nmeaningfulwa aysthatsupportdecisionmaking.Itisthecap pabilitythatmo stcloselyaligns swithwhattheindustry re eferstoasbusin nessintelligence e.
In nformationSo ources
Th heinsightscapa abilityoffersthe efollowingcom mponents,featu ures,andfunctio onalitytoconne ectwith in nformationfrom mabroadrange eofdatasource es: SharePoint BusinessConnectivityServic ces:Externaldat taandsystems Performance ePointServices:Interactivescorecardsanddas shboards VisioServices s:Browserbasedrenderingof Visiodiagrams, ,includingfilter ring,interaction nwithobjects,a and connectionst todata ExcelServices s Secure,ma anage,andshar reExcelworkbo ooks Renderedinthebrowser Embedwo orkbooksinapp ps,desktop,blog gs,andwikis Programm mability:JavaScr riptobjectmode elandRESTAPI SQLAnalysisSer rvices PowerPivot,S Fo ollowingaresom meimportantp pointsrelatedto oinformationso ources:
Withselfserv viceaccesstoin nformation,use erscandiscover randmanageth heiraspectofth hebusinesswit th accesstotherightinformation. BusinessConnectivityServic cesconnectsyou uwithexternal dataandsyste ems. Performance ePointServicesp provideinteract tivescorecards anddashboard ds. VisioServices sprovidesbrow wserbasedrend deringofVisiod diagramsandinc cludesfiltering, ,interactionwit th objects,andc connectionstodatasources.

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WithExcelServices,youcansecure,manage,anduseExcelworkbooksasinteractivereportsrenderedinthe browser.Youcanembedworkbooksinapplications,blogs,andwikisandonthedesktop.New programmabilityfeaturesincludeJavaScriptobjectmodelandRESTAPI. PowerPivotandSQLAnalysisServicesprovidepowerfulreportingandanalysisofverylargedatasets.
PresentationandVisualizationofInformation
Theinsightscapabilityoffersthefollowingcomponents,features,andfunctionalitytoaggregate informationandpresentitinmeaningfulandproductiveways: Presentationofinformation Dashboards Scorecards ChartWebPart GeneratechartsfromExcelworkbooks,BusinessConnectivityServices,orSharePointlists StatusIndicatorLists KeyPerformanceIndicator(KPI)detailshighlightingownership,datestamps,andthresholds Analyticsandvisualizations Drilldownfordeeperanalysisandtounderstandissuesandcausality Rootcauseanalysis Decompositiontree Simplifiednavigationandinteractionwithinformation Followingaresomeimportantpointsrelatedtopresentationandvisualizationofinformation:
Dashboardsandscorecardsarecollectionsofinformationcreatedfromreusablecomponentsanddatafrom SharePoint,PerformancePointServices,BusinessConnectivityServices,ExcelServices,VisioServices, PowerPivot,SQLServerAnalysisServices,chartWebParts,statusindicators,andotherWebParts. ChartWebPartgenerateschartsfromExcelworkbooks,BusinessConnectivityServices,orSharePointlists. StatusIndicatorListsshowKeyPerformanceIndicator(KPI)detailshighlightingownership,date stamps,andthresholds. Richanalyticsandvisualizationsproviderootcauseanalysisandthedecompositiontree. Youcandrilldownonscorecardstounderstandissuesandcausalityandtoperformdeeperanalysis.
AdditionalReading
MicrosoftSharePointServer2010Insights(SP2010_Insights_Datasheet.pdf)at http://go.microsoft.com/fwlink/?LinkID=197252&clcid=0x409.

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Composites

Th hecompositesc capabilityoffers sthefollowingc components,fe eatures,andfun nctionalitytoem mpoweruserst to cr reatenocodesolutionsthatta argetspecificne eedsandtoena ableanenterprisetomanagea adhocsolutions s: AccessService es:PublishAcce essdatabasesas sWebapps nectivityService es BusinessConn Readwrite eaccesstoback kenddata Disconnec ctedexperience e:MicrosoftOffi iceOutlook,M MicrosoftOffice Word,SharePo ointWorkspace e ns:Browser,SharePointDesign ner Customization Outofbox,Shar rePointDesigner,Visio Workflows:O msorformsbas sedapplication s Forms:CustomizedWebform ractwithobject tsanddata Visio:Publishdiagrams,inter Manageability Governanc ceoverallnocodesolutionsfe eatures Controlov verinfrastructure,data,andap pplications Fo ollowingaresom meimportantp pointsrelatedto othecomposite escapability:
Sh harePointgivesyouaplethora ofwaystocrea ateacustomap pplicationwitho outwritingasin nglelineofcode e.
Th heenterprisega ainscontrolove ersuchcustom applicationsan dcanapplygov vernanceandse ecurity measuresthatar m renotpossiblew whenapplicatio onsareadhoca andnotcentrallymanaged.
AdditionalRea A ading
MicrosoftSh harePointComp posites(SP2010_Composites_ _Datasheet.pdf) at http://go.mic crosoft.com/fw wlink/?LinkID=19 97253&clcid=0x x409.

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Lesson2
Preparingf P forShareP 2010 Point
As syoulearnedin nthepreviousle esson,SharePoint2010isapla atformthatitse elfreliesonawiderangeofoth her Microsofttechno M ologyplatforms.BeforeyoucaninstallShareP Point2010,you mustpreparey yourhardwarea and so oftwareenviron nmenttosuppo ortthedependenciesandinter actionswithSh harePointprodu uctsand te echnologies.
Af ftercompleting gthislesson,youwillbeableto o: Identifyther rolesandtopolo ogiesinSharePo ointfarms. Describetheinfrastructurer requirementsfo orinstallingSha arePoint2010. Describetheprerequisitesfo orinstallingSha arePoint2010. InstallthesoftwareprerequisitesforSharePoint. Describetheinteractionbet tweenSharePoi intservices,Act tiveDirectory,a and SQLServer. Createtheva arioususeracco ountsrequiredt toinstallShareP Point. Assignpermis ssionsandright tsrequiredtoin nstallSharePoin nt. Describetheclientbrowserandapplication nrequirements sforinstallingSh harePoint2010 0.
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Ro olesandTopo ologiesinSha arePointFarms s

ASharePointfarm mconsistsofon neormoreserv versplayingone eormoreroles. .
heWebfronten nd(WFE)rolere enderscontent ttousers,andt hereforehosts theWebapplic cations(Websit tes) Th withwhichusers w sinteract.
Th hecontentofth hoseWebsitesisstoredinaSQ QLServerdatab base,whichisth hereforeanothe errole,the da atabaserole.
Anumberofserv vicesandapplic cationsprovidefunctionality,s uchassearch,a andadministrat tiveand managementcap m pabilities,sucha asCentralAdministration.Each hoftheseisad distinctrole,and daserverhosti ing on neofthesebackendserviceso oradministrativ vesitesisreferr redtoasplaying ganapplication nserverrole.
yoftopologies. Th herolescanbeconsolidatedonasingleserve erorspreadacro ossmultipleser rversinavariety .These to opologiesaresu ummarizedontheslideandare edetailedinMo odule12,Insta allingandUpgra adingtoShareP Point 20 010.
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In nfrastructureR Requirements
Sh harePointServe er2010isapow werfulplatform thatcanscalet tomeetthemo ostdemandinge enterprisescena arios. As ssuch,thehard dwarerequirem mentsforShareP Pointbeginwith haminimumha ardwarebasew withatleastfou ur pr rocessorcoresr running2.5GHz zand8GBofRA AM.
Sh harePoint2010isa64bitplatf form,andthere eforeyoumust use64bitversionsoftheoperatingsystemo oneach Sh harePointserve erandforSQLSe erver.Windows sServer2008w withServicePack2(64bit)orW WindowsServer2008 R2 2(whichisonly64bit)isrequi ired.
SQ QLServeristherequireddatab baseplatform.S SharePointServ ver2010require esoneofthefo ollowing: SQLServer20 005ServicePac ck3(SP3)withC CumulativeUpd date3(64bit) SQLServer20 008SP1withCu umulativeUpda ate2orCumula ativeUpdate5o orlater(64bit) ) SQLServer20 008R2(whichisonly64bit) Itishighlyrecom mmendedthatyouusethelatestversionsofth heoperatingsystemandSQLS Servertotake dvantageofthe emaximumnum mberoffeatures.Forexample, ,youneedSQL Server2008R2 2totakeadvant tageof ad fa ailover,PowerP Pivot,andAcces ssServicesreportingfeatures.
Ifyouareinvestingininfrastruc ctureforMicros softOfficeShare ePointServer20 007,investin64bittoreducethe umberofstepsrequiredtomig gratetoShareP PointServer201 10.Migrationfro om32bitto64 4bitplatformsis nu de etailedinModu ule12.
Hardwareandsoftwarereq quirements(Sh harePointServe er2010)at crosoft.com/fw wlink/?LinkID=19 96879&clcid=0x x409. http://go.mic
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In nfrastructureO Options

Microsoftallows youtoinstallSharePointonaclientoperatin gsystemtosup M pportdevelopm ment.The fo ollowingaresup pported,withat tleast4GBofR RAM: TheWindowsVistaoperatin ngsystemwithS ServicePack2o orlater(64bit). TheWindows7operatingsy tdevelopment .Suchamodels ystem(64bit)clienttosupport shouldnotbeu usedfor productionpurposes. Yo oucanalsoacce essSharePointt throughahoste edservicesuchasoneofsever ralofferingsfrom mMicrosoftan ndits pa artners,includin ngthefollowing g:
MicrosoftOn nline,whichoffe erstheBusiness sProductivityO OnlineSuite(BPOS),aperuser subscriptionto o SharePointas swellastoMicr rosoftExchange eandMicrosoft tOfficeLiveMee ftOnlinealsoof ffers eting.Microsof dedicatedSha arePointhostingtolargecusto omers. Microsoftwil lloffercustome erstheabilityto ohosttheirpub blicfacingWeb sitesonShareP PointServer 2010.Detailsarenotavailab bleatthetimeo ofpublication. Microsoftsconsumerandsm mallbusinessse ervices,Window wsLiveandOfficeLive,provide esomeSharePo oint .Forexample,a atthetimeofpublicationWind dowsLiveSkyDriveallowsuser rstoeditExcela and functionality. PowerPointd documentsinth hebrowser,whi ichisfunctiona lityprovidedby yOfficeWebAp pps. Yo oucanmixandmatchinternallyhostedfarms swithexternally yhostedservicestomeetvarie edbusiness re equirements.
SettingUptheDevelopmentEnvironment tforSharePoint tServer,at http://go.mic crosoft.com/fw wlink/?LinkID=16 64557. nline,athttp://w www.microsoft t.com/online. MicrosoftOn

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OverviewofSh O harePointLice ensing
Sh harePointlicens singiscomplexbecauseofthe numberofpro ductsthatareinvolved.Itisim mportantthatyou co onsultwithyourlicensingrepre esentativetoen nsurecomplian nceforyourSha arePointimplem mentation. Th hemosttypicalimplementatio oninvolvespurc chasinglicenses sforWindowsS Server2008orW WindowsServer r2008 R2 2foreachShare ePointserveran ndaquantityof fperuserclient taccesslicense es(CALs)foreac chSharePointuser.SQL Se erveristypically yinstalledwithaperprocessor rlicense,which hdoesnotrequ ireCALsforuse ers.
IfyouareusingS SharePointFoun ndation2010,n noadditionallic enseisrequired d.IfyouareusingSharePointS Server 010,however,y youneedaserv verproductlicenseforeachSh arePointserver randCALsfore eachuser.Share ePoint 20 St tandardCALpro ovidesaccessto othebasiclevelofSharePointS Server2010fun nctionalityinclu udingMySitesa and se earch.WiththeEnterpriseCAL L,whichisanad ddontotheSta andardCAL,you ucandeployfea aturessuchasE Excel Se ervicesandOfficeWebApplica ations.
En nterpriseClie entAccessLic cense

Th heEnterpriseCA ALisfororganiz zationslooking toenableadva ncedscenarios sforendusersto olocate,create e,and ac ctondataandd documentsindisparatesource esfromwithina afamiliarandun nifiedinfrastruc cture.Usethe En nterpriseCALca apabilitiesofSh harePointtointe eroperatefully withexternallineofbusiness sapplications,W Web se ervices,andMic crosoftOfficeclientapplication ns;makebetter rdecisionswith richdatavisua alization,dashbo oards, an ndadvancedan nalytics;andbui ildrobustforms sandworkflow wbasedsolution ns.
St tandardClien ntAccessLice ense

Th heStandardCALisfororganiza ationslookingto odeployabusin nesscollaborat ionplatformac crossalltypesof co ontent.Usethe corecapabilitie esofSharePointtomanageco ontentandbusin nessprocesses, findandshare in nformationandexpertise,andsimplifyhowpe eopleworktoge etheracrossorg ganizationalboundaries.
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SharePointBootCamp
SharePointeditionsathttp://go.microsoft.com/fwlink/?LinkID=196255&clcid=0x409.

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Ro ole,Software e,andConfigurationPrereq quisites
Th hereisalonglis stofsoftwareandconfiguratio onprerequisites s: Thefollowing gserverroles:W WebServer(IIS) ),ApplicationSe erver HotfixforMicrosoftWindow ws(KB976394fo orWindowsSer rver2008/KB9 976462forWind dowsServer 2008R2) WindowsIde entityFoundatio on(KB974405) MicrosoftSyn ncFrameworkR Runtimev1.0(x x64) MicrosoftChartControlsfor rMicrosoft.NET TFramework3. .5 terPack2.0 MicrosoftFilt QLServer2008A AnalysisServicesADOMD.NET MicrosoftSQ MicrosoftServerSpeechPlatformRuntime(x64) WindowsPow werShell2.0(fo orWindowsServ ver2008) crosoftServerS SpeechRecognitionLanguage Optional:Mic Optional:Mic crosoftSQLServ ver2008R2ReportingService sAddinforSha arePointTechno ologies(SSRS)
Detailsandlinkstoallprereq quisitescanbe foundatHard dwareandsoftw warerequireme ents" Server2010)athttp://go.micro osoft.com/fwlin nk/?LinkID=196 6879&clcid=0x4 409. (SharePointS
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In nstallingPrere equisites

Yo oumustinstallS SQLServerpriortoinstallingotherSharePoin tprerequisites. .
MicrosoftSharePoint2010 M 0ProductsPre eparationToo ol

MicrosoftShareP M Point2010Prod ductsPreparatio onTool,alsokno ownasthepre requisiteinstall ler,can do ownloadandinstallallofthep prerequisitesfor ryou,automatiically.
To orunthePrepa arationTool,log gonasthesetupuseraccount, ,forexample,S SP_Admin.Thes setupuseracco ount isfurtherdescrib bedinalatertopic.Then,launc chthetoolfrom mtheInstallsof ftware rerequisiteslinkontheShareP PointServer201 10Startpage(D Default.hta),sho owinggraphic, pr owninthefollo or rdirectlybyusingPrerequisite eInstaller.exe.
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Th hePreparationToolscansfore eachprerequisit te.Ifaprerequiisiteisnotfoun nd,thetooldow wnloads,installs s, an ndconfiguresth heprerequisite.
Ifthereisanerro or,forexample, ,ifdownloading gtheprerequis itefails,thetoo olstopsandpro oducesanerror messagethatind m dicateswhichpr rerequisitefaile ed.Youcanfind detailsofthef failureintheerrorlog,which islocatedinthe% %TEMP%folder r.Thetooldispl laysalinktothe elog.Afteryou uhaveremediat tedthe pr roblem,rerunthetool.
Re epeattheproce essuntilallprer requisiteshavebeeninstalleda andconfigured successfully.
OptionalPrere O equisites
Tw woprerequisitesareoptional:MicrosoftServe erSpeechReco gnitionLanguag geandMicroso oftSQLServer 20 008R2Reportin ngServicesAddinforSharePointTechnologie s (SSRS).IfthePreparationToolcannotfindo orinstall th heseprerequisit tes,itgenerates sanerror,buty youcancontinu uetothenextst gSharePointServer tepininstalling 20 010.
Question:Doesy Q yourorganizatio onallowserverstoaccesstheI Internetdirectly.Ifnot,whynot?
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AdditionalPrerequisites

Yo oumustinstalla andconfigures severalprerequi isitesmanually. .Usetheinform mationonthisslideasachecklistof pr rerequisitestoe evaluateinthecontextofyour renterpriseand dyourSharePo intimplementa ation.Afterclas ss, re eadaboutthese eitemsanddete erminewhethe ertheyarenece essaryinyouren nvironment. Th heADO.NETDataServiceUpda ateisusedbyse erviceslikeREST TWebservices. .Ifyou us seClaimsbased dauthentication n,youneedtoa applyKB979917 7 (h http://go.micros soft.com/fwlink k/?LinkID=19688 82&clcid=0x409 forASP.NET. 9)
Th hethirdprerequisiteistodisab bleloopbackchecking.Window wsServer2008 (andWindowsServer2008 R2 2)blocksaccess stoaWebsiteiftherequestfo ortheWebsite originatesont heserveritself. .Thispreventsy you fromusingabrow wseronaShare ePointserverto obrowsetoasit teonthesameserverfarm.Of fcourse,itisno ot ecommendedth hatyoulogont toaSharePoint serveranduse abrowserinth heproductione environment,bu utthis re sc cenariomaybemorecommoninadevelopment,testing,ortrainingenviro nment.
However,theloo opbackchecking galsoprevents SharePointserv vicesmostno otablythesearchcrawlerthatindexes harePointconte entfromacces ssingsitesonth hesameserverf farm.Thecraw wlprocesswillge enerateAccess Denied Sh ev vents,andnoco ontentwillbein ndexed.
Th heproblemisso olvedbyremov vingorcontrollingtheloopback kchecking.Mic crosoftKnowled dgeBasearticle 89 96861hasthed details.Theartic clediscussestw wooptions.Met thod1involves specifyingallsiteshostedont the se erversothatthe eserverallowsrequeststotho osesitestoorigi nateonthesam meserver.Method2entails di isablingloopbac ckcheckingalto ogether,foralls sites.Method2 2reducesthese ecurityofthese ervermuchmor re th hanMethod1.T Therefore,Method2isrecomm mendedonlyfo ordevelopment tandtestenviro onments.
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AdditionalReading
AnupdateisavailablethatprovidesadditionalfeaturesandimprovementsforADO.NETDataServicesinthe .NET Framework 3.5 SP1 on a computer that is running Windows 7 or Windows Server 2008 R2, at http://go.microsoft.com/fwlink/?LinkID=200826&clcid=0x409. TwoissuesoccurwhenyoudeployanASP.NET2.0basedapplicationonaserverthatisrunningIIS 7.0orIIS7.5inIntegratedmode,athttp://go.microsoft.com/fwlink/?LinkID=196882&clcid=0x409. Youreceiveerror401.1whenyoubrowseaWebsitethatusesIntegratedAuthenticationandishostedon IIS5.1oralaterversion,athttp://go.microsoft.com/fwlink/?LinkID=196884&clcid=0x409.
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Sh harePoint,SQL LServer,andA ActiveDirecto ory

Sh harePointhascl loserelationship pswithanddep pendenciesonS SQLServerand ActiveDirector ry.
Ac ctiveDirectoryprovidesidentityandauthenticationservices s.Inotherword ds,itstoresuser raccounts(user rnames an ndpasswords)a andvalidatesac ccountlogons.T Theseservicess supportuserslo oggingontoSha arePointsites.T Theyalso su upporttheacco ountsusedbySh harePointandS SQLservicesthe emselves.
SQ QLServerstores salmostallofth heconfigurationandcontento ofaSharePoint tfarm.SQLServ verservices,like eall Windowsservice W es,runusinganidentity.
Sh harePointservic cesalsorunwithActiveDirecto orycredentials. .Thecredential lsareusedbySh harePointtoac ccess da atainSQLServe er.TheseaccountsmusthaveS SQLloginssoth atSQLcanauth horizetheacces ss.TheseSQLlo ogins ar recreatedautomaticallybySharePointduring gsetupandthecreationofWe ebapplications. .
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Se erviceAccoun nts
Be eforeinstallingSharePoint,you umustensuret thattherearea appropriateacc ounts,logins,andpermissions sto su upporttheinter rdependencies betweenSharePoint,SQLServ ver,ActiveDirec ctory,andtheS SharePointserveritself.
SQ QLServerSer rviceAccount t:SVC_SQL

SQ QLServerservic cesuseidentitie es,oraccounts. LikemostWind dowsservices,y youcanuseasp pecialidentitys suchas Sy ystem,Network kService,orLoc calService,buti itisahighlyrec commendedbe stpracticetouseadomainuser ac ccount.IftheSQ QLServerisona adifferentcom mputerthanSha arePointis,itisr eadomainacco ount. requiredtouse
Se etupUserAccount(Huma anBeing):SP_ _Admin

Th hesetupuserac ccount,SP_Adm min,isusedbya ahumanbeing toinstallandco onfigureShareP Point.
Duringsetupand dconfiguration, ,SharePointcre eatesSQLdatab basesandlogins s,andmodifiest theserveritself f(for xample,creatinglocalgroups). .SharePointset tupandconfigu urationusesthe ecredentialsofSP_Admintope erform ex su uchtasks,soSP_ _Adminmustbe easecurityadm minanddbcreat torontheSQLs server,andmus stbeamember rofthe lo ocalAdministrat torsgroup.
Th heonlySQLloginthatyoumus stmanuallycrea ateistheloginf forthesetupu ser,SP_Admin, whoactually pe erformstheinit tialsetupofthe efarm.
Se erverFarmAccount:SP_F Farm
Duringinstallatio onandconfiguration,thesetup puser,SP_Adm min,assignsanaccounttotheS SharePointfarm m SP_Farm),which histheserviceaccountrepres sentingtheShar rePointfarm. (S
Th heSPFarmacco ountisusedbySharePointtoc configureandm managetheserv verfarm.Itisth heidentityused dby th heCentralAdministrationsites s(applicationpool,andtheide entityusedbyt theTimerservic ce.
Itiscriticalthatt theSP_Farmacc countbeadded dtothelocalAd dministratorsgr rouponeachse erveronwhich harePointwillbeinstalled. Sh
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TheSharePointProductsConfigurationWizardautomaticallyassignstheaccountthepermissionsitneeds.
WebandServiceApplicationPoolAccount(s):SP_Service
EachWebapplicationrunsinanapplicationpool.Theapplicationpoolidentityisadomainuseraccountthatis functionallyequivalenttoaserviceaccount,withpermissionstoaccessthecontentdatabasefortheWeb applicationontheSQLServer.
Serviceapplications,suchasSearchortheOfficeWebApplications,arealsoWebapplications.Therefore,they alsoruninanapplicationpoolwithadomainuseridentity.
Webandserviceapplicationpoolaccountsaregrantedthepermissionstheyneedautomaticallyduringthe provisioningoftheapplication.
SearchCrawler(Indexer)Account:SP_Crawl
The search crawler account is used to index content. It is automatically granted permissions to read all SharePointcontent.Itshouldbeauniqueaccountthatcannotaccesscontentatanyhigherlevel.Youmust manuallygrant it permissionto readany other contentsourcethat you configureit to index,for example, sharedfoldersonservers.
UserProfileSynchronizationAccount:SP_Sync
SharePointuserprofilesynchronizationusesanaccounttosynchronizeprofileattributesbetweenActive DirectoryandSharePoint.ThisaccountisdetailedinModule9,UserProfilesandSocialNetworking.
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CllientBrowser andApplicationRequireme ents
Sh harePoint2010generatesmos stofitscontent usingWebstan ndardXHTMLth hatrenderswellacrossmost br rowsers.Micros softcategorizes sbrowsersintot twocategories Level1andLevel2tohelp pcustomersalig gn br rowserchoicew withthedesired dleveloffunctio onality.
Le evel1browsers ssupportActiveXandallSharePointfunction nalityonuseran ndadministrativ vepages.
O OperatingSystem
Browse er Inte ernetExplorer 7(32bit) Inte ernetExplorer8 8(32bit) Mo ozillaFirefox3.5 5* Note:Featuresprovid dedbyActiveXc controls,sucha aslistDatasheet tview displaysuserpre esenceinforma ation,donotwo orkin andthecontrolthatd aFirefox3.5,w whichdoesnots supportActiveX X. Mozilla InternetExplorer8 8(32bit) Mo ozillaFirefox3.5 5*
WindowsXP WindowsVista WindowsSer rver2003 WindowsSer rver2008
Windows7 WindowsSer rver2008R2
Le evel2browsers ssupportbasicr read,write,and dadministrative eactivities. O OperatingSystem Browse er AppleSafari4.x Mo ozillaFirefox3.5 5
AppleMacOSXSnowLeopa ard WindowsXP WindowsVista WindowsSer rver2003 WindowsSer rver2008
InternetExplorer7(64bit) InternetExplorer8(64bit)
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OperatingSystem
Windows7 WindowsServer2008R2 UNIX/Linux8.1
Browser InternetExplorer8(64bit) MozillaFirefox3.5
OtherstandardsbasedbrowsersworkwithSharePointwiththesamelimitationsasLevel2browsers,however Microsofthasnotdoneextensivetestingonbrowsersotherthanthoselistedanddoesnotsupportuseofother browsers.Ifyouwanttouseabrowserotherthanonelistedintheprecedingtables,youshouldperformtesting toensurethatthebrowserdeliversanacceptableuserexperience.
Forpublishedsites,pagedesignerscanapplyWebContentManagementfeaturestocontrolmarkupandstylingso thatpublishedsitesarecompatiblewithadditionalbrowsers,includingMicrosoftInternetExplorer6.However,it isthepagedesignersresponsibilitytocreatepagesthattargetthebrowsersthataredesignatedforsupport.Page designersandcontentauthorsmustuseastandardsbasedbrowser,suchasInternetExplorer8orFirefox3.5,to authorcontent.
SharePointcompatibleapplicationscanprovidearich,clientsideinteractionwithSharePoint.Microsoft Office2003andlaterarecompatiblewithSharePoint.
AdditionalReading
PlanBrowserSupport,athttp://go.microsoft.com/fwlink/?LinkID=196887&clcid=0x409.
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Lesson3
In nstallingSharePoint t2010
Yo oucanuseseve eralmethodstoinstallandupg gradeaSharePo oint2010farm. Inthislesson,y youlearnhowtoinstall Sh harePointbyusingthewizarddrivensetupan ndconfiguration ntools,whichm makeiteasytoc createasimple efarm.In th henextlesson,y youlearnabout tmethodstoau utomateinstalla ation,andinMo odule 12 2,youlearnabo outwaystoupg gradeanexistingfarmtoShare ePoint2010.
Af ftercompleting gthislesson,youwillbeableto o: Describetheprocessforinst tallingandconf figuringSharePo oint2010. Identifythec configurationpa arametersrequ uiredtoinstallS SharePoint. InstallShareP Pointtocreatea asingleserverf farm. ConfigureSharePointonasingleserverfarm.
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ProcessforIns stallingandCo onfiguringSharePoint2010 0

In nstallingSharePointisamultiph haseprocess.Th hefourhighlev velstepsforins stallingandconf figuring Sh harePointareth hefollowing: Installtheprerequisites. InstalltheSharePointbinaries. Configurethe eSharePointse erverandfarm. Configureservicesandappli icationsonthe farm.
Yo oucanperform meachphaseusi inguserinterfac cetoolsorcom mmandsorscript ts.Inthefollow wingtopicsandlesson, yo oulearnhowto operformeachofthesesteps.
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ConfigurationP ParametersC Checklist
Be eforeyouinstallSharePointSe erver2010,you mustcollectinf formationthat isrequireddur ringthe in nstallation.Uset thefollowingitemsasapreins stallationcheck list: Youmustkno owtheusernam meandpasswor rdsfortheacco ountsdiscussed intheprevious slesson. Youmustkno owtheSQLServ verservername eandinstancen name. Youwillbepr romptedforac configurationda atabasename,f forexample,Sh harePoint_Conf fig.Determinea anaming strategyforSh harePointdatab bases. Youwillbepr romptedforap portonwhichto ohostCentralA Administration.Youmustdeterminethis. Youwillbepr romptedforafarmpassphrase e.Youmustdet terminethis. Youusethefa armpassphrasewhenmakingc certainchanges stothefarm,fo orexample,whenaddinganew w servertothef farm.Withthefarmpassphras se,anadministr ratorcanperfor rmfarmlevelchangeswithout needingtokn nowthepasswordfortheShare ePointfarmacc count(SP_Farm m).Thefarmpas ssphraseshould dbe long,complex x,uniqueandsh houldnotbethesameasthep passwordusedb byanyoftheSh harePoint administrative eorserviceaccounts.Besuret todocumentth hepasswordand dstoreitinaphysicallysecure e location.
Youmustkno owtheproductkeyortrialkey.Youmustente ertheproductk keyduringsetu up,butyoucanchange itlaterinCentralAdministration.
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Walkthrough:I W InstallSharePo ointtoCreate aSingleServ e verFarm

Th hefollowingste epswalkyouthr roughthemanu ualinstallationofSharePointS Server2010binaries.Duringth hisstep, pr rogramfilesare einstalled,componentsarereg gistered,securit tysettingsarea applied,andser rvicesareconfig gured bu utnotenabled.
In nstallationwiththeuserinterfa aceiswizarddr riven.Aslongas syouknowthe configurationinformation pr resentedearlier rinthislesson,installationisve erystraightforw ward.
1. Logonasthe . esetupuseracc count(SP_Admin). 2. RuntheSharePointServer2 . 2010StartPage e(default.hta).
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Sh harePointServe er2010installat tionnowfeatur resasplashscre een.
3. ClickInstallS . SharePointServ ver.

In nstallationrequi iresadministrat tivecredentials,soaUserAcco ountControldia alogboxappears. r
4. ClickYes. .

5. Enteryourp . productkeyora atrialkey.Youc canchangeitla ater.
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6. ClickIacceptthetermsoft . theagreement.

7. ClickServerFarm. .
Important:Itisrecommendedthatyouuset theServerFarm minstallation.

Th heStandalonei installationfully yinstallsandco onfiguresShareP aults,includingthe PointServer20 10withalldefa in nstallationofSQ QLServer2008E Expressasthed databaseserver onthesamese erver.Theresultisa
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st tandalone,singleserverfarmw withallrolesononeserver.Sta andaloneinstall lationisnotsup pportedonase erver th hatisadomaincontrollerbeca auseSQLServer Expresscannot tbeinstalledon nadomaincont troller.Itisnot po ossibletoaddserverstoafarm mthatwasinsta alledwiththeSt tandaloneinsta allation.Therefo ore,it isrecommended dthatyouuseSt tandaloneonly yforthemostsiimpletestingor rdevelopmente environments. In nallotherscena arios,youshouldusetheServe erFarminstallat tionoption.You umusthavealr readyinstalledS SQL Se erveronthesam meserveroron nanotherserver.However,wit thaServerFarm minstallation,y youhavetheop ptionof, later,movingrolestootherserv versinthefarm.

IfyouselectaServerFarminsta allation,youcan nspecifytheloc cationoftheSh harePointbinari iesandthe Sh harePointRoot(formerlyknow wnasthe12Hiv ve,nowthe14H Hive)intheFile eLocationtab.
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8. SelectComp . plete.
Th heStandalone eoptionpresent tedonthispage eoftheinstallat tionwizardcrea atesasingleserverfarm withallcompone w entsandroles.I Itisnotpossible etoaddanothe erservertoafarmthatwasins stalledwiththeStand al loneoption.Thi isoptionisiden nticaltotheStandaloneinstalla scussedinanea arlierstep. ationoptiondis

In nstallationproce eeds.
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Attheendoftheinstallationphase,theSetupapplicationoffersyouthechancetoproceedtothe Configurationphase.
9. CleartheRuntheSharePointProductsConfigurationWizardnowcheckbox. 10.ClickClose.
TheresultisaSharePointserverthatisreadytoaddtoafarm.Untilyouaddtheservertoafarm,no SharePointfunctionalityisavailableontheserver.
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Walkthrough:C W ConfigureSha arePointonaS SingleServer rFarm

Af fterinstallingth heSharePointb binaries,youcan nconfigurethe serverand,int theprocess,cre eatea Sh harePointfarmoraddtheserv vertoanexistin ngfarm.
Co onfigurationwiththeuserinte erfaceiswizard driven.Aslong gasyouknowth heconfiguratio oninformation pr resentedearlier rinthislesson,installationisve erystraightforw ward.
1. Logonasthe . esetupuseracc count(SP_Admin).
2. RuntheSharePointProduct . tsConfiguration nWizard,which hyoucanfindin ntheMicrosoft tSharePoint 2010Produc ctsprogramgro oupontheStar rtmenu.
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3. ClickNext. .

Yo ouarewarnedt thatIISandSha arePointservice eswillberestart ted.
4. ClickYes. .

5. SelectCreate . eanewserverfarm.
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6. Entertheco . onfigurationfortheSQLServerthenameoftheDatabases server(SERVER\ \instanceifyouare connectingt toaspecificinst tanceofSQLSe erver)andtheD Databasename . 7. Enterthefar . rmaccount(SP_ _Farm)usernameandpasswo ord.

8. Enterthefar . rmpassphrase.

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9. Enterthepo . ortnumberonw whichCentralA Administrationw willbehosted. 10 0.Chooseanauthenticationp provider.
NT TLMallowsCen ntralAdministra ationtouseActiveDirectoryas stheauthentica ationprovider.Thisistypically ythebest op ptionforCentra alAdministratio on.

11 1.Reviewthec configuration,a andthenclickN Next.
Configuratio ontakesseveralminutes.
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12.ClickFinish. 2
o onsiteopens. TheSharePoint2010CentralAdministratio
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Lesson4
AdvancedInstallatio A onofShare ePoint201 10

Manualinstallati M ionandconfiguration,asprese entedinthepre eviouslesson,istimeconsumin ngandprone to oinconsistentim mplementation.Inthislesson, youlearnhowt toscripttheins stallationandco onfigurationof f Sh harePoint.Youa alsolearnhowt toinstallalang guagepack. Af ftercompleting gthislesson,youwillbeableto o: PerformascriptedinstallationofSharePoin ntprerequisites s. PerformascriptedinstallationofSharePoin ntServer2010. Executeascr riptedconfigura ationofSharePo ointandaShare ePointfarm. InstallShareP Pointlanguagepacks.
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OverviewofSc O criptedInstallation

By yscriptinginsta allation,anorga anizationcanreducethetimer requiredtodep ployaSharePoin ntserver.Script ting alsoensuresthat tconfigurationisappliedconsistently,andthe ereforereduces sthechancefor rerrorsand ailure.Scriptingisalsorequired dtoautomatetheprovisioning gofSharePoint. . fa
Th herearethreed differentmecha anismsforscriptingSharePoint tinstallationan ndconfiguration n,one mechanismforeachofthephas m sesofinstallatio on.
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Sc criptedInstalllationofPrere equisites
Manyorganizatio M onsdonotallow wserverstohav vedirectaccess stotheInternet t.ThePreparationToolcanbe edirected to oinstallprerequ uisitesfromasp pecificlocation,ratherthando ownloadingprer requisitesfromtheDownloads sCenter at tMicrosoft.com m.
First,youmustdownloadallpre erequisites.Youcanfindlinkst toprerequisitesbyusingoneo ofthe ollowingtwoop ptions: fo Linkstoprere equisitesarelist tedathttp://go o.microsoft.com m/fwlink/?LinkID=196879&clcid=0x409. RunthePrep parationToolan ndexaminethelogforerrorm essagesthatar regeneratedwh henthetool attemptstod downloadeachprerequisite.Th heURLtothea ttempteddown nloadislisted. Pr rerequisiteInsta aller.exesuppor rtsparameterst thatspecifythe elocationofeac chprerequisite. .Thesyntaxofe each pa arameteris/Pre erequisiteName e:PathToInstalla ationFile.ThePr rerequisiteNam meparametersarelistedonthe eslide. Th hepathcanbealocalorUnive ersalNamingCo onvention(UNC C)pathtowhich hthesetupuser r(SP_Admin)ac ccount us sedtorunthep prerequisiteinst tallerhasReadpermission.
Th he/unattended dparametercau usesthePrepara ationTooltoru uninsilent,unattendedmode.Nopromptsor r messagesaredisplayed.Usethis m smodeonlywh henyouarecon nfidentthatpre requisiteinstallationwillbesu uccessful.
Yo oucantypePre erequisiteInstal ller.exe/?todisplaythehelpd documentation nfortheswitche es.
using Nowthatyouknowtheparame etersofPrerequ uisiteInstaller.ex xe,youcanscrip ptprerequisiteinstallationbyu on neoftwomethods:
Openthecom mmandprompt tandtypeacom mmandlinewit thPrerequisiteIn nstaller.exeand dallofthe switchesona asinglecomman ndline. adandenterall lswitchesonas singleline.Save ethefileas OpenNotepa PrerequisiteIn nstallerArguments.txtinthesa amefolderasPr rerequisiteInsta aller.exe.Then,run PrerequisiteIn nstaller.exe.Ita automaticallylo ooksforthearg gumentsfile,cal lled PrerequisiteIn nstallerArguments.txt,inthew workingdirecto ry. Yo oucreateaPrer requisiteInstalle erArguments.txt tfileinthelab forthismodule e.
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Sc criptedInstalllationof Share ePointServer r

Yo oucanscripttheinstallationof fSharePointbin nariesbyspecify yinginstallation nparametersin nanExtensible MarkupLanguag M ge(XML)filenam medConfig.xml lbydefault.
MicrosoftprovidessampleConf M fig.xmlfilesinth heSharePointd distribution.You ucansimplymo odifythese fil lestomatchyourenvironment.Inmostcases s,youneedonly ytoremovethe ecommenttags s(<!and>) an ndenteravalid dproductID.
Th hefollowingCo onfig.xmlfileins stallsaSharePointserverusing gtheServerFarm minstallationo optionandthe Co ompleteserver type.

<Configuration> eId="sts"> <Package AUNCHEDFROMSET TUPSTS"Value="Y Yes"/> <SettingId="LA </Packag ge> <Package eId="spswfe"> <SettingId="SETUPCALLED"Value="1"/> </Packag ge>
<Logging gType="verbose"P Path="%temp%"T Template="ShareP PointServerSetup( (*).log"/> <PIDKEYValue="36BY2DV VVJY6426XPXWVQBM342"/> <DisplayLevel="none"Com mpletionNotice="n no"/> <SettingId="SERVERROLE" "Value="APPLICAT TION"/> <SettingId="USINGUIINSTA ALLMODE"Value= ="0"/> <SettingId="SETUP_REBOO OT"Value="Never r"/> <SettingId="SETUPTYPE"V Value="CLEAN_INS STALL"/> </Configuration>
Th hefollowingsam mpleConfig.xm mlfilesareavaila ableintheFiles sfolderintheSharePointdistribution:
onfigurationFile Co
De escription St tandaloneserv verinstallationu usingMicrosoft tSQLServer200 05 Ex xpressEdition3
Se etup\Config.xml
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ConfigurationFile
SetupFarm\Config.xml SetupFarmSilent\Config.xml SetupFarmUpgrade\Config.xml
Description Serverfarminstallation Serverfarminstallationinsilentmode Inplaceupgradeofanexistingfarm StandaloneserverinstallationusingSQLServer2005Express Editioninsilentmode Inplaceupgradeofanexistingsingleserverinstallation
SetupSilent\Config.xml SetupSingleUpgrade\Config.xml
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Sc criptedConfig gurationofSharePointand theFarm h

Yo oucanautomat tetheMicrosof ftSharePoint20 010ProductsCo onfigurationWizardusingaWi indows Po owerShellscript t.WindowsPow werShellisdiscu ussedinModule e3,Administe ringandAutom mating Sh harePoint,soit tisbeyondthescopeofthisto opictoexplainW WindowsPowe rShell.Thecmd dlets (p pronouncedcom mmandlets)list tedonthisslide eareforreferen ncepurposes.
However,inthelabforthismod dule,youhavet theoptionofus singapreexistin ngWindowsPowerShellscriptto au utomatetheconfigurationoft thefarm.
Quickstart:Deploysingles serverinanisola atedHyperVe nvironment(Sh harePointServe er2010),at http://go.mic crosoft.com/fw wlink/?LinkID=19 96892&clcid=0x x409. InstallShare ePointServer20 010byusingWi indowsPowerS Shell,at http://go.mic crosoft.com/fw wlink/?LinkID=19 96893&clcid=0x x409.

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La anguagePack ks

Ifyouareworkin nginanenviron nmentthatneed dstosupportm multiplelanguag ges,youmustalsoinstall orSharePointS Server2010. languagepacksfo
In nstallationProcess
Th heprocessbyw whichyouinstalllanguagepack ksisdescribedin nthefollowing sections.
1. .InstallWindow wsoperatingsy ystemlanguage efiles Be eforeinstallingSharePointlang guagepacks,yo oumustensure thatthelangua agefilesfortheWindowsoper rating sy ystemhavebeeninstalled.Win ndowsincludeslanguagefilesf formanylangua agesinitsdefau ultconfiguration. However,ifthelanguagesyoua aresupportingincludeanyofthefollowing,yo oumustinstalltheWindowsla anguage lesmanually: fil EastAsianlan nguages,includingChinese,Jap panese,andKor rean leftorientedla anguages,includ dingArabic,Arm menian,Georgian,Hebrew,the Complexscriptandrightto Indiclanguag ges,Thai,andVietnamese Yo oucaninstallW Windowslanguagefilesbyusing gtheRegionalA AndLanguageS Settingsapplicat tionin Co ontrolPanel.
2. .InstallSharePo oint Yo must instal SharePoint before installing a SharePoin language pack. The langua of the SharePoint ou ll b nt age in nstallation beco omesthe defau language for the farm and the language of administra ult d e ativeinterfaces such as s Ce entralAdminist tration.
As syoulearnedin nthepreviousle esson,toinstall lSharePointyou umustfirstinst talltheSharePo ointbinaries.
3. .RuntheShare ePointProducts Configuration Wizard Next,runtheSha arePointProduc ctsConfiguratio onWizardtoco onfigurethefarm mwiththedefa aultlanguage.
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4.Downloadthelanguagepack YoucandownloadlanguagepacksfromtheMicrosoftDownloadsCenter.Atthetimeofpublication,the followinglanguagepacksareavailable:Chinese(Simplified),English,French,German,Japanese,Russian,Spanish.
YoumustdownloadalanguagepackforeachlanguageyouwanttosupportwithSharePoint.
Thereisnosinglepackageofalllanguages.Itispossiblethatthedownloadsfordifferentlanguagesmayhavethe samefilename.Watchoutforthissituation,andifitoccurs,renamethedownloadsorsavethemtoseparate folderssothatyoudonotoverwriteapreviouslydownloadedlanguagepack.
5.InstallonallWebserverssothatcontentcanberendered InstallthelanguagepackonallSharePointserversthathostuserfacingWebapplicationssothatcontentcanbe renderedintherequiredlanguages.Bepreparedforthefactthattheinstallationroutineforalanguagepackisin thelanguageofthepack,sothesetupwizardstextandbuttonswillnotbeinthedefaultlanguageofthefarm.
6.RuntheSharePoint2010ProductsConfigurationWizard RuntheSharePoint2010ProductsConfigurationWizardonallserversonwhichlanguagepackshavebeen installed.Thiscompletestheinstallationandconfigurationofthelanguagepack. UninstallingSharePointwhenlanguagepackshavebeeninstalled UninstallalllanguagepacksbeforeuninstallingSharePoint.
WhatChangesAreMadebyLanguagePacks
Whenyouinstallalanguagepack,languagespecificsitedefinitionsareaddedtothelanguagetemplatesfolderof theserver,%COMMONPROGRAMFILES% \MicrosoftShared\Webserverextensions\14\template\LocaleID.
Afterward,whenyoucreateawebsite,youcanselectthelanguageofthenewsite.Thedefaultlanguageisthe languageoftheSharePointinstallation.Thenewsiteusesthelanguageforsitetoolbars,navigationbars,list names,andcolumnheadings.Lefttorightorientationisalsorenderedaccordingtothelanguage.Youcannot changethelanguageofasiteafterthesitehasbeencreated.
Additionally,withtheManagedMetadataService,youcanassigntermstotermstoresinthelanguagesthatyou haveinstalled.TheManagedMetadataServiceisdetailedinModule4,ConfiguringContentManagement.
WhatDoesNotChange
SomeUIelementssuchaserrormessages,notifications,anddialogboxesdonotchange,specificallythose thataregeneratedbysupportingtechnologies,forexample,the.NETFramework,WindowsWorkflow Foundation,orSQLServer.
TheFileNotFounderrorpagedoesnotchange.However,youcanuseWindowsPowerShelltomodifythe SPWebApplication.FileNotFoundPage propertytodirectuserstoasinglepageforFileNotFounderrors,and youcancreatethecustompagetopresenttheerrorinanylanguage.
UpgradeAlert
Thefollowingissueappliesinonlyrareandspecificsituations,butitisimportanttoraisetheissuetothe attentionofadministratorsitaffects.
IfyouareupgradingfromSharePoint2007andyouareusingGroupApproval(eApproval)featureswithChinese (Simplified),Chinese(Traditional),Japanese,orKoreanlanguages,youmustdothefollowingbeforerunningthe SharePointProductsConfigurationWizard:
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1. Installthelanguagepack.
2. Runpsconfig.execmdupgradeinplacev2v. 3. Then,runtheSharePointProductsConfigurationWizard.
AdditionalReading
Deploylanguagepacks(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=199614&clcid=0x409.
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Lab:InstalliingShareP Point2010 0
Sc cenario
Yo ouhavebeenas skedtodeployaSharePointfarmtosupportC Contososstrate egicinitiativesr relatedtoenter rprise co ollaboration.Th hissingleserver farmwillactas saprototype,a andexecutives,developers,andenduserswilluse ittoevaluatethe enewfeatureso ofSharePointServer2010.
Startthevirtualmachines
1. Start10174A . ACONTOSODC CA.
2. AfterCONTO . OSODCAhasco ompletedstartup,start10174A E1A. ASP2010WFE
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Exercise1:CreatingActiveDirectoryAccountsforSharePoint
Althoughyouarecreatingaprototypeenvironment,youmustadheretosecuritybestpractices,including leastprivilege.Inthisexercise,youcreateaccountsforSharePointadministration,services,andaccessto SQLServer.
Themaintasksforthisexerciseareasfollows:
1. CreateActiveDirectoryaccounts.
2. CreateaSQLloginfortheSharePointadministrator. 3. DelegateadministrationoftheSharePointserver.
Task1:CreateActiveDirectoryaccounts
1. LogontoSP2010WFE1asCONTOSO\Administrator withthepasswordPa$$w0rd.
2. OpenActiveDirectoryUsersandComputers. 3. Expandthecontoso.comdomainandthenintheSharePointOU,createthefollowinguseraccounts.For eachaccount,setthepasswordtoPa$$w0rd,cleartheUsermustchangepasswordatnextlogoncheck box,andselectthePasswordneverexpirescheckbox.
FullName
SharePoint Administrator SharePointFarm Service SharePoint Service Applications
UserLogon Name
SP_Admin SP_Farm
Description SharePointAdministratorand SetupUser SharePointFarmService
Email SP_Admin@contoso.com SP_Farm@contoso.com SP_ServiceApps@contoso.com
SP_ServiceApps SharePointServiceApplications
4. CloseActiveDirectoryUsersandComputers.
Task2:CreateaSQLServer loginfortheSharePointadministrator
1. OpenSQLServerManagementStudioandconnecttoSP2010WFE1asCONTOSO\SQL_Adminwiththe passwordofPa$$w0rd.
2. CreatealoginforCONTOSO\SP_Admin. 3. Assigntheloginthedbcreatorandsecurityadminserverroles. 4. ClosetheMicrosoftSQLServerManagementStudio.
Task3:DelegateadministrationoftheSharePointserver
1. AddCONTOSO\SP_AdmintothelocalAdministratorsgroupofSP2010WFE1.
2. LogoffofSP2010WFE1.
Results:Afterthisexercise,youshouldhaveaccountsforSharePointadministration,services,anddatabase access,eachofwhichhasbeendelegatedtheleastprivilegepermissionsrequiredtoinstallandconfigure SharePoint.
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Exercise2:InstallingSharePointServerPrerequisites
Scenario
Youmustinstallcertainsoftwarecomponentsandperformspecificconfigurationpriortoinstalling SharePoint2010.YouusethePrerequisitesInstallertoensurethattherequiredelementsareinplace.The maintasksforthisexerciseareasfollows: 1. AttempttoinstallSharePointServerprerequisites.
2. Identifyprerequisiteinstallationerrors. 3. CopySharePointprerequisiteinstallationfiles 4. ScripttheinstallationofSharePointServerprerequisites.
Task1:AttempttoinstallSharePointServerprerequisites
1. LogontoSP2010WFE1asCONTOSO\SP_AdminwiththepasswordPa$$w0rd.
2. RunD:\Software\SharePointServer2010\default.hta. 3. ClickInstallsoftwareprerequisites. 4. StepthroughtheMicrosoftSharePoint2010ProductsPreparationTool.
Theprerequisiteinstallerpreparestheserver. TheMicrosoftSharePoint2010ProductsPreparationTooldisplaysthemessage,Therewasanerrorduring installation.Asummaryofprerequisiteinstallationstatusisalsodisplayed.
Task2:Identify prerequisiteinstallationerrors
1. ClickReviewthelogfile.
2. Findthefirstinstanceofthetext976462.Observethelinesinthelogfilethatindicatethatthe prerequisiteinstallercheckedfortheexistenceofHotfixforMicrosoftWindows(KB976462). 3. Findthenextinstanceofthetext976462.Observethelinesinthelogfilethatindicatethatthe prerequisiteinstallerattemptedtodownloadHotfixforMicrosoftWindows(KB976462)from microsoft.com.ObservetheURLthatwasused.
YoucanusethisURLtodownloadtheprerequisitemanually.ClickCancelandthenclosethelogfile.
4. ClosetheMicrosoftSharePoint2010ProductsPreparationToolandtheSharePointServer2010Startpage.
Task3:CopySharePointprerequisiteinstallationfiles
CopyandpasteallofthefilesfromD:\Software\SharePointPrerequisitesto D:\Software\SharePointServer2010\PrerequisiteInstallerFiles.
Task4:ScripttheinstallationofSharePointServerprerequisites
1. OpenNotepad.Typethefollowing,ononeline,withspacesbetweeneachswitch:
/SQLNCli:PrerequisiteInstallerFiles\sqlncli.msi /ChartControl:PrerequisiteInstallerFiles\MSChart.exe /KB976462:PrerequisiteInstallerFiles\Windows6.1KB976462v2x64.msu /IDFXR2:PrerequisiteInstallerFiles\Windows6.1KB974405x64.msu /Sync:PrerequisiteInstallerFiles\Synchronization.msi /FilterPack:PrerequisiteInstallerFiles\FilterPack.msi /ADOMD:PrerequisiteInstallerFiles\SQLSERVER2008_ASADOMD10.msi /ReportingServices:PrerequisiteInstallerFiles\rsSharePoint.msi /Speech:PrerequisiteInstallerFiles\SpeechPlatformRuntime.msi /SpeechLPK:PrerequisiteInstallerFiles\MSSpeech_SR_enUS_TELE.msi
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Alternately,youcancopythecontentsofthefileD:\Labfiles\Lab01 \PrerequisiteInstaller.Arguments.txtandpasteitintoyourNotepaddocument.
2. SavethefileasD:\Software\SharePointServer2010 \PrerequisiteInstaller.Arguments.txt. 3. CloseNotepad. 4. StarttheCommandPromptusingtheRunasadministratoroption. 5. Typethefollowingcommands,eachfollowedbyENTER:
D: CDSoftware\SharePointServer2010 PrerequisiteInstaller.exe
TheMicrosoftSharePoint2010ProductsPreparationToolappears. Inaproductionenvironment,youwouldalsoaddthe/unattendedswitchtothe PrerequisiteInstaller.Arguments.txtfiletospecifyasilent,unattendedinstallationofSharePoint prerequisites.AnunattendedinstallationskipstheWelcomepageandthelicenseagreement. Forthislab,however,youdidnotusethe/unattendedswitchsothatyoumayobservetheprogressofthe prerequisiteinstallerandensurethattherearenoerrorsinyourscript.
6. StepthroughtheMicrosoftSharePoint2010ProductsPreparationTool.Wheninstallationhas completedsuccessfully,clickFinishtoclosethetool.
Results:Afterthisexercise,youshouldhaveinstalledandconfiguredallSharePointServer2010 prerequisites.
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Exercise3:InstallingSharePointServer
Scenario
YouarereadytoinstallSharePointServer2010.Inthisexercise,youinstalltheSharePointbinaries.Inthenext exercise,youfinishtheinitialconfigurationoftheSharePointinstallation.
YoumaychoosetoperforminstallationmanuallyortoscripttheinstallationofSharePointServer.The maintasksforthisexerciseareasfollows: 1A.

InstallSharePointServer. or
1B.
ScripttheinstallationofSharePointServer.
Task1A:InstallSharePointServer
1. IntheSharePointServer2010folder,doubleclickdefault.hta.OntheSharePointServerinstallationsplash screen,clickInstallSharePointServer.
2. Completetheinstallationwizardusingthefollowingconfigurationinformation: FortheProductKey,type36BY2DVVJY6426XPXWVQBM342. OnthePermissionspage,selecttheIacceptthetermsofthisagreementcheckbox,andthenclick Continue. OntheChoosetheinstallationyouwantpage,clickServerFarm. OntheServerTypepage,selecttheCompleteoption,andthenclickInstallNow. Installationproceedsforapproximately710minutes.
3. Wheninstallationcompletes,cleartheRuntheSharePointProductsConfigurationWizardnow checkbox,andthenclickClose. 4. OntheSharePointinstallationsplashscreen,clickExit,andthenclosetheWindowsExplorerwindowthat displaysthecontentsoftheSharePointServer2010folder.
Task1B:ScripttheinstallationofSharePointServer
1. EditD:\Software\SharePointServer2010\Files\SetupFarmSilent \config.xml.
2. Replaceline11withthefollowingline:
<PIDKEYValue="36BY2DVVJY6426XPXWVQBM342"/>
Removethecommenttags,<!and>.
3. ReplacetheDisplayelementwiththefollowing:
<DisplayAcceptEULA="yes"Level="basic" CompletionNotice="yes"/>
Alternately,copyD:\Labfiles\Lab01\config.xmltotheD:\Software \SharePointServer2010\Files\SetupFarmSilent folder,overwritingtheexistingfile.
4. SavethefileandcloseNotepad. 5. StartCommandPromptusingtheRunasadministratoroption. 6. Typethefollowingcommandononeline,andthenpressENTER:
"D:\Software\SharePointServer2010\setup.exe"/config "D:\Software\SharePointServer2010\Files\SetupFarmSilent\config.xml"
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Installationtakesapproximately710minutes.
7. YoucanmonitortheprogressoftheSharePointinstallationusinganyofthesemethods: ClickStart,type%temp%,andthenpressENTER.OpenthelognamedSharePointServer Setup*.log. OpenTaskManager,andthenmonitorprocessesincludingMsiexec.exe,Setup.exe, Mscorsvw.exe,andPsconfigui.exe. 8. CleartheRuntheSharePointProductsConfigurationWizardnowcheckboxandthenclosethe RunConfigurationWizardpage.
Results:Afterthisexercise,youshouldhaveinstalledSharePointServer2010.
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Exercise4:ConfiguringtheSharePointInstallation
Scenario
YouarereadytocompletetheconfigurationoftheSharePointinstallation.Inthisexercise,youusethe SharePointProductsConfigurationWizardtoconfiguretheserverandthefarm.
YoumaychoosetoperformconfigurationmanuallyortoscripttheconfigurationofSharePointServerandof thenewfarm.
1A. or 1B.
RuntheSharePointProductsConfigurationWizard. PerformascriptedconfigurationofSharePointServer.
Task 1A:RuntheSharePointProductsConfigurationWizard
1. OpentheSharePoint2010ProductsConfigurationWizard.
2. Completethewizardusingthefollowingconfigurationinformation: Connecttoaserverfarm:Createanewserverfarm Databaseserver:SP2010WFE1 Databaseaccessusername:CONTOSO\SP_Farm Databaseaccesspassword:Pa$$w0rd Farmpassphrase:10174_SharePoint_2010 CentralAdministrationportnumber:9999 TheConfiguringSharePointProductspageindicatestheprogressofconfiguration,whichtakes approximatelyfiveminutes.
3. Whenconfigurationhascompletedsuccessfully,clickFinish.
WindowsInternetExplorerappearsandopenstheHelpMakeSharePointBetterpage.ThisistheCustomer ExperienceImprovementsurveypageoftheSharePoint2010CentralAdministrationWebsite.
4. SelectYes,Iamwillingtoparticipate(Recommended),andthenclickOK. 5. CloseInternetExplorer.
YouconfigureSharePointinalaterlab.
Task1B:PerformascriptedconfigurationofSharePointServer
1. StartWindowsPowerShell2.0usingtheRunasadministratoroption.
2. Typethefollowingcommand,andthenpressENTER:
D:\Labfiles\Lab01\ConfigureSharePoint.ps1
TheWindowsPowerShellCredentialRequestdialogboxappears.
3. InthePasswordbox,typePa$$w0rd,andthenpressENTER.
Apromptappearstoenterthefarmpassphrase.
4. Type10174_SharePoint_2010, andthenpressENTER.
Configurationproceedsfor710minutes.
5. WhenthepromptPressEntertoexitappears,pressENTER.
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Results:Afterthisexercise,youshouldhaveconfiguredSharePointServer2010asasingleserverfarm withtheCentralAdministrationapplicationonport9999.
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Exercise5:ConfiguringtheFarmwiththeFarmConfigurationWizard
Inthisexercise,youusetheFarmSetupWizardtoconfiguretheSharePointfarmandserviceapplications withdefaultsettings.
1. RuntheFarmConfigurationWizard.
Task 1:RuntheFarmConfigurationWizard
1. OpenSharePoint2010CentralAdministrationandstarttheFarmConfigurationWizard.Fortheservice account,createanewmanagedaccountusingtheSP_ServiceAppsaccountwiththeusername CONTOSO\SP_ServiceApps,andthepasswordPa$$w0rd.
2. ObservethelistofserviceapplicationsthatwillbecreatedbytheFarmConfigurationWizard.Clearthecheck boxnexttoUserProfileServiceApplicationandthenproceedwiththewizardbyclickingNext.
Farmserviceapplicationsarecreatedandstarted.Thistakesseveralminutes.Optionally,youcanopen SQLServerManagementStudiotofollowtheprogressoftheserviceapplicationdatabasecreation. Whentheconfigurationiscomplete,theCreateSiteCollectionpageopens.
3. ClickSkip.
Youcreateanintranetinthefollowingexercises.
4. OntheInitialFarmConfigurationWizardpage,clickFinish.

Results:Afterthisexercise,youshouldhaveaSharePointfarmandserviceapplicationsconfiguredwithdefault settings.
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Exercise6(Optional):InstallaLanguagePack
Inthisexercise,youinstalltheFrenchlanguagepack.
1. InstalltheFrenchlanguagepack.
2. Completetheconfigurationofthelanguagepack. 3. Validatetheinstallationofthelanguagepack.
Task1:InstalltheFrenchlanguage pack
1. RunD:\Software\SharePointLanguagePackFR \ServerLanguagePack.exe.
2. SelecttheJacceptelestermesdececontratcheckbox. 3. ClickContinuer.
Thelanguagepackinstalls.
4. OntheExcuterlAssistantConfigurationpage,cleartheExcuterlAssistantConfigurationdesproduits SharePointcheckbox. 5. ClickFermer.
Task2:Complete theconfigurationofthelanguage pack
RuntheSharePoint2010ProductsConfigurationWizard. Afterconfigurationiscomplete,SharePoint2010CentralAdministrationopens.
Task3:Validatetheinstallationofthelanguagepack
1. InSharePoint2010CentralAdministration,intheQuickLaunch,clickSystemSettings.
2. IntheServerssection,clickManageserversinthisfarm. 3. ConfirmthatSP2010WFE1hastheLanguagePackforSharePoint,ProjectServer,andOfficeWeb Apps2010French/Franaisinstalled.
Toprepareforthenextmodule
Whenyoufinishthelab,revertthevirtualmachinesbacktotheirinitialstate.Todothis,completethe followingsteps: 1. Onthehostcomputer,startMicrosoftHyperVManager.
2. RightclickthevirtualmachinenameintheVirtualMachineslist,andthenclickRevert.
3. IntheRevertVirtualMachinedialogbox,clickRevert.
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ModuleRe M eviewandTakeaway ys
ReviewQuesti ions
1. Whatarethemostsalientb . benefitsofShar rePoint2010to yourenterprise eandtoyouasanIT professional?
2. Howcanyou . uautomatethe einstallationofSharePointpre requisites?
3. Inwhichscenarioswouldyo . ouconsiderast tandaloneinsta llationofShare ePoint2010?
4. Whatprerequisitesarereq . quiredtoinstall SharePointSer rver2010? 5. Whatnewco . onfigurationsettinghasbeena addedtothese etupofaShareP PointFarm?
Co ommonIssue esandTroubleshootingTi ips

Id dentifythecaus sesofthefollow wingcommonissuesrelatedto SharePointinst tallationandfillinthe tr roubleshootingtips.Foranswers,refertorelevantlessonsin themodule.
Issue
Tr roubleshooting Tip p Do ownload the p prerequisite an install it ma nd anually, or dire the ect pr rerequisite inst taller to an av vailable copy o the prerequisite by of us singaswitchw withthePrerequ uisiteInstaller.ex commandorinthe xe Pr rerequisiteInsta aller.Arguments s.txtfile. Ex xaminethelog inthe%TEMP% %folder. En nsurethatyoua areloggedona asthesetupuse eraccountandt that th heaccounthasb beengivenalo oginontheSQLserverwiththe e db bcreatorandse ecurityadminse rverroles.
Theservercann T notdownloada prerequisitefromtheMicrosof p ftWeb site. s
Theprerequisiteinstallerrepor T rtsan error. e WhilerunningtheSharePointP W Products ConfigurationW C Wizard,youareunableto connecttotheS c SQLdatabase.
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RealWorldScenarios
1. Thetrainingdepartmentwantstoconductacourseinwhichsitecollectionadministratorswilllearnskills requiredtomanagetheirsitecollections.Eachsitecollectionadministratorinthecourserequiresatest SharePointfarm.YoudonotwantthetestfarmstoconnecttotheproductionSQLServerenvironment. Whattypeofinstallationwillyouprepareforeachsitecollectionadministrator?
2. ITsecuritypolicydictatesthatserversshallhavenodirectconnectivitytotheInternet.However,youneed tobeabletoinstallSharePointprerequisites.Whatcanyoudotoachieveyourgoalswhilemaintaining compliancewithsecuritypolicy?
3. Aremoteofficerequiresteamsitestosupportitscollaboration.Theremoteofficeisconnectedtothe datacenterwithaslowconnectionthatwillnotprovideadequateperformanceagainstateamsitehostedon thefarmatthedatacenter.Howwouldyouproposeaddressingtheremoteofficerequirementswhile minimizingadditionalsoftwarecosts?
BestPractices
Supplementormodifythefollowingbestpracticesforyourownworksituations:
Followbestpractice,leastprivilegebestpracticesinyourplanningandimplementationoftheuser accountsrequiredforSharePoint. DownloadallSharePointprerequisitesandconfigurethePrerequisiteInstaller.Arguments.txtfileto automatetheinstallationofprerequisites. CreateaConfig.xmlfiletoscripttheinstallationofSharePoint. Documentthefarmpassphraseandstoreitinasecurelocation.
Tools
Tool
SharePointServer 2010Startpage Prerequisiteinstaller SharePoint InstallationWizard
Usefor Startingprerequisiteinstallationand SharePointinstallation InstallingandconfiguringSharePoint prerequisites InstallingSharePointbinaries
Where to Find It Default.hta PrerequisiteInstaller.exe Setup.exe OntheStartmenuorPsconfig.exe
SharePointProducts ConfiguringSharePointservicesand ConfigurationWizard features
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CreatingaSharePoint2010Intranet
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Module2
Contents:
Lesson1:PerformingInitialFarmConfiguration Lesson2:ConfiguringtheSharePointLogicalStructure Lesson3:ExploringtheSharePointWebApplicationand PhysicalArchitecture Lab:CreatingaSharePoint2010Intranet

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St tarttheVirtua alMachines

Be eforestartingth hismodule,star rtandlogonto othevirtualmac chines.
1. Start10174A . ACONTOSODC CB. 2. AfterCONTO . OSODChascom mpletedstartup p,start10174A SP2010WFE1 B. 3. LogontoSP . P2010WFE1asC CONTOSO\SP_A Adminwiththe epassword,Pa$ $$w0rd.

Cr reatingaSharePoint2010Intranet
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Modu uleOverv view
Af fterinstallingyo ourMicrosoftSharePointfar rm,youarerea adytobeginest tablishingconte ent,suchasan or rganizationalintranetsite.Inthismodule,you uwillcreateaS SharePointbase edintranetand, ,asyoudoso,y youwill le earnkeyconcep ptsandskillsrela atedtothelogicalarchitecture eofSharePoint tincludingWeb applications,si ite co ollections,sites, ,andcontentda atabases.

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Lesson1
Performing P gInitialFar rmConfig guration
Af fteryouhavein nstalledMicroso oftSharePoint2 2010onyourfir rstserverinthe efarm,andafte eryouhaverunthe Sh harePointProdu uctsConfigurati ionWizard,you ustillmustconf figureservices,a accounts,ands settingsonthef farm its self.Inthislesso on,you'lluseth heConfigureYourFarmWizard dtoautomatet theprocessofin nitialfarm co onfiguration,an ndyou'llbegint theexplorationofSharePoint's scomponents,t technologies,andfeaturesby ex xaminingthehighleveltasksthatthewizardperforms.
Af ftercompleting gthislesson,youwillbeableto ounderstandth hehighlevelstr ructure,compo onents,and fu unctioningofthefarm.

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Walkthrough:F W FarmConfigurationWizard d

RuntheFarmConfigurationWizard
1. OpenShareP . Point2010CentralAdministra ation.AttheUs serAccountCon ntroldialogbox x,clickYes. 2. IntheCentralAdministrationQuickLaunc . ch,clickConfigu urationWizards s. 3. IntheFarmConfigurations . section,clickLaunchtheFarm Configuration Wizard.
MakeSharePoin ntBetterpageo opens,clickYes s,Iamwillingt oparticipate IftheHelpM (Recommen nded),andthen nclickOK.
4. . 5. . 6. . 7. .
OntheConf figureyourShar rePointfarmpa age,clickStartt theWizard. IntheServic ceAccountsect tion,takenoteo oftheexistingm managedaccou nt. Observethelistofservicea applicationsthatareselectedo orcanbeselect ted. ClickNext. Farmservice eapplicationsarecreatedand started.Thista kesseveralmin nutes.Optionall ly,youcanopen SQLServerM ManagementSt tudiotofollowt theprogressof theserviceapp plicationdataba asecreation. Whentheco onfigurationisc complete,theC CreateSiteColle ectionpageope ens.
8. OntheCreat . teSiteCollectio onpage,clickSk kip. 9. OntheInitia . alFarmConfigu urationWizardpage,clickFinis sh.
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Fa armConfigura ationWizard

Th heFarmConfigurationWizardappliesthedef faultsettingsfo rservices,prox xies,proxygroup ps,and ac ccounts.
Th hewizardmake esiteasytogetafarmupand runningusingo outoftheboxd defaults.Itisparticularlywells suitedto co onfiguringaSha arePointfarmfo ortesting,training,ordevelop pmentwhenthe erearenorequirementsforfarmor se ervicecustomization.
In nmostproductionenvironmen nts,however,bu usinessrequirem mentsleadtofa armtopologydesignsand co onfigurationtha atisnotthesam measSharePoin nt'soutofboxd defaults.Theref fore,itisgener rallyrecommended to oconfigurethefarmmanuallyinaproduction nenvironment.
Yo ouwilllearn,th hroughthemod dulesinthiscourse,howtocon nfigureservices,serviceapplica ations,proxies, ap pplicationproxy ygroups,managedaccounts,a andotherfarm components.
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Se erviceApplica ations:AnOve erview
Se erviceapplicatio onsareaveryim mportantconce epttoundersta andinSharePoin nt2010.Althou ughthey pe erformarolesimilartoShared dServiceProviders(SSPs)inSha arePoint2007,t therearesignif ficant di ifferencesbetw weenserviceapp plicationsandSSPs.
Se erviceApplication
Aserviceapplicationprovidessp pecificfunctionality,suchasse earch,thatmay berequiredby yaWeb pplication.Inth heend,Webapplicationsconnecttoandcons sumetheservic ceprovidedbya aservice ap ap pplication.
Ex xamplesofserv viceapplications sare:
TheSearchS ServiceApplicat tion,whichsupp portscrawling,indexing,andq querying.
TheBusiness sConnectivityS Service,whiche enablesSharePo ointtoconnect toexternaldatasources.
TheManage edMetadataService,whichpro ovidestaxonom myandmanaged dcontenttypes s.
TheUserPro ofileService,wh hichsynchronize esuserprofilea attributesfromActiveDirector ryandother sources.
ApplicationCo A onnection(Pr roxy)

Aserviceapplication'sapplicatio onconnection,a alsocalledprox xy,createsthec connectionpoin ntfortheWeb pplication. ap
ApplicationCo A onnectionGro oup(ProxyGroup)

Ty ypically,aWebapplicationreq quiresmorethanoneservicea pplication,and severalWebap pplicationsrequ uire th hesameservice eapplications.T Tomakeiteasie erforyoutoma nagetheconne ectionbetween nWebapplicatio ons an ndserviceapplications,applica ationconnection ngroups,alsoc alledproxygro oups,createalo ogicalgroupingo of se erviceapplicatio onconnections(proxies).AWe ebapplicationc connectstoana applicationconnectiongroupa and, th hereby,connect tstoalloftheconnectionsthataremembers ofthatconnec ctiongroup.
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Th heFarmConfigurationWizardsetsupallserviceapplications sandcreatesas singleapplicatio onconnectiongroup, de efault,thatisav vailableandcan nbeusedbyanyWebappinth hefarm.
Architecture A
Se erviceapplicatio onsarepartofS SharePointFoundation2010.T Thismeansthat tthearchitectu ureispartof th heplatform,inc contrasttoSharePoint2007inwhichSSPswe ereintroducedb byMicrosoftOf fficeSharePoint t Se erver2007andnotbyWindow wsSharePointS Servicesv3.
In nSharePoint20 010,mostnews servicesarebui iltontheWind dowsCommunicationsFramew work(WCF),wh hich meanstheyhave m eoptimizationb builtintotheirp protocol,usingb binarystreams insteadofXML Ltotransferdat ta.
Se etupandAdm ministration
Se erviceappsareadministeredin nCentralAdmin nistrationlikealllWebapplicat ions.InMOSS2 2007,theSSPha ada se eparateadminis strativeapplicat tion.Serviceappscanberemo otelymanageda andmonitored. .Serviceappscanbe ad dministeredbyusingWindows sPowerShell.
Fl lexibleTopology
Aserviceapplicationprovidesasinglesetoffun nctionality.AW Webapplication ncan,througha applicationconn nection roups,connectt tooneormore eserviceapplica ationsbasedon theneedsofth heWebapp.Th hisisincontrast ttothe gr SS SPinSharePoint t2007,whichcontainedabun ndleofservicesa andaWebapp plicationthatwa asconnectedto othe SS SPandincurredtheoverheado ofallservicesin ntheSSP.
Aserviceappcan nalsobepublishedsothatitca anbeconsume dbyapplication nsonanotherfa arm.
WhiteboardD W Diagram
La abelthefollowingcomponents sintheprecedingdiagram:
server SharePoints Serviceinsta ance,forexamp ple,theinstance eoftheSearch service
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Serviceapplication,forexample,theinstanceoftheSearchServiceapplication Applicationconnection(proxy) Applicationconnectiongroup(proxygroup) Webapplication AssociationoftheWebapplicationtotheapplicationconnectiongroup
AdditionalReading
Module8,ConfiguringandSecuringSharePointServicesandServiceApplications,detailsmanaged accounts.
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ManagedAcco M ounts:AnOve erview

Se erviceaccountsareuseraccountsusedbyase ervicetologon toWindows.W Whenyouconfig gureaservice,y you as ssociateaniden ntityausernameandpasswo ordwiththese ervice.Whenth heservicestarts s,itauthenticat tes us singthataccoun ntjustasauser rauthenticates whenloggingo ontoasystem.T Theserviceacco ountmusthave e su ufficientpermiss sionsfortheservicetoperform mitstasks.
Tr raditionally,ser rviceaccountsh havebeendifficultforenterpri sestomanage,becausewhenyouchangethe e pa asswordoftheserviceaccount tinActiveDirec ctory,youmust tthenreconfigu uretheservicew withthenew pa assword,otherw wiseitwillbedeniedlogon.Be ecauseofthisch hallenge,enterp priseshavetypi icallysacrificed se ecuritybestpracticesandhave econfiguredser rviceaccountsw withpasswords thatneverexpire.
Sh harePoint2010introducestheconceptofmanagedaccounts s.Managedacc countsareservi iceaccountswith whichSharePointservicesrun.U w Unliketraditionalserviceaccou unts,however, SharePointisab bletoperform pa asswordresetso ontheaccountsinActiveDirec ctory,anditcan nupdatethese ervicewithane ewpassword.Al llof th hiscanbedoneautomatically,withoutadministrativeinterve ention. Amanagedaccou untstartslikeanyserviceacco ount:adomainu useraccountis createdinActiv veDirectory.Yo ou th oint2010Centr henregistertheaccountasam managedaccoun ntusingSharePo ralAdministrati ion.At th hattime,youen nterboththeus sernameandpa asswordofthea account.
Whenyouconfig W gureaserviceap pplication,appl licationpool,or ranyothercom mponentthatre equiresan id dentity,youcanspecifywhichm managedaccou untshouldbeus sed.Inthisway y,SharePointisa abletomaintaina da atabaseofassociationsbetwee enmanagedacc countsandserv vices.
Ad dditionally,and dincontrasttoS SharePoint2007,whenyouas ssignanidentity ytoaserviceap pplication, Sh harePoint2010configuresanypermissionsor rrightsrequired dfortheidentit ty.
Whenitcomesti W imetochanget thepasswordof famanagedac count,youdos sowithSharePo ointCentral Ad dministration,r ratherthanwith hActiveDirecto oryUsersandCo omputers.Shar rePointisablet tochangethepassword of ftheaccountin nthedomain,anditcanreconf figuretheservi cesassociatedw withthatidenti itytoallowtheuseofa ne ewpassword.
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YoucanalsoconfigureSharePointtochangepasswordsautomaticallybasedonthedomainpasswordexpiration andcomplexitypolicies.Inthisway,themanagedaccountpasswordsareknownonlytothefarm,andcannotbe usedbyanadministrator,accidentallyorintentionally,tocausedamagetothefarm.
Themanagedaccountcredentialsareencrypted.Theencryptionprocessbeginswiththefarmpassphrasethatis specifiedduringSharePointconfiguration.ThefarmpassphraseisstoredinasecurekeyoftheRegistry.Thefarm passphraseencryptsaprivatekeythatisstoredintheSharePointConfigdatabase.Privatekeysareusedto encryptaccountcredentials.
AdditionalReading
Module8,ConfiguringandSecuringSharePointServicesandServiceApplications,detailsmanaged accounts.
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Lesson2
Configurin theShar C ng rePointLo ogicalStruc cture
NowthattheSha arePointfarmis sinstalledandc configured,you ucanturnyourattentiontothe ecreationofW Web pplications,site ecollections,site es,andcontent tdatabases.The esearetheprim marycomponen ntsoftheSharePoint ap lo ogicalstructure.Inthislesson,y youwilllearnhowtocreateth hearchitecture forasimpleSharePointintran netand, alongtheway,co ometounderst tandthecharact teristicsofand issuesrelatedt toeachofthese elogicalcomponents.
Af fterthislesson, ,youwillbeableto:
Identifycom mponentsofalo ogicalarchitectu ure
ManageWe ebapplications ManageSite ecollections Delegatesitecollectionadm ministration Configurequ uotas Managesite es Configurem managedpaths Managecon ntentdatabases s
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Sh harePointLog gicalStructure e
Th hediagramshownontheslide eaboverepresentsthelogicals structureofSha arePoint. AWebapplicationisthehig ghestlevelcomponentofthelo ogicalstructure ewithinafarm. .Afarmcanhav ve oneormore eWebapplications.
WithinaWe ebapplicationareoneormore esitecollections s.Sitecollection nshaveaURLth hatisa managedpa ath.
Asitecollect tioncontainson neormoresites s.Whenyoucre eateasitecolle ection,youalsocreatethetop levelsiteint thatsitecollect tion.Belowthat ttoplevelsitec canbeoneorm moreadditionalsites,often referredtoa assubsitesorsu ubwebs.
Withinasite earepages,lists s,andlibraries.
Listsandlibr rariescanconta ainfolders.
Withinlistsa andlibrariesp possiblyorganizedintofolders areitemsand ddocuments,re espectively.
Asitecollect tionandallofit tscontentishostedinaconten ntdatabase.Th erecanbeoneormorecontent databasesas ssociatedwitha aWebapplication.
nimportantele ementofthedia agramshownaboveisthatwh henyoucreatea asitecollection n,youalsocreat teatop An le evelsite.Theyar retwoseparate ecomponents,b buttheyalways sgohandinha and.Youcanth haveasitecollection withoutatoplev w velsite,andyou ucanthaveato oplevelsitewit thoutalsohavin ngasitecollect tion.
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Re equest aPage efromaSharePointSite

Th hetoplevellog gicalcomponent twithinafarm istheWebapp plication.AWeb bapplicationinSharePoint co orrespondstoasiteandIntern netInformation Services(IIS).
To ounderstandth heconfiguration nparametersyo oumustprovid ewhenyoucre eateaWebapplication,itishe elpful to ounderstandho owaclientaW Webbrowser,fo orexampleco onnectstoasite e.
Th hisslideillustrat testheprocesswithwhichabrowserretrieve esapagefroma aSharePointsit te.
Withabrow wseropened,au userentersaUR RI(UniversalRe esourceIdentifie er),alsocalleda aURL(Uniform ResourceLocator).Thisisth herequestthat theusermakes s.
TheURIincludesaprotoco ol,suchashttp: :andanaddres ss,typicallyspe ecifiedasadom mainnamesyste em(DNS) name, such as intranet.con ntoso.com. Oft ten, the URI als includesa p so path or page th specifies a resource hat withintheta argetsite,suchas/default.asp px.
Therequestmustbesentto otheserverhos stingtheWebs site.Therefore, theDNSnameoftheserverm mustbe resolvedtoi itsIPaddress.T Theclientsends saquerytoitsD DNSserverrequ uestingalookupoftheWebse ervers DNSname,i intranet.contos so.com.
TheDNSserv verresolvesthe equeryandretu urnstheIPadd ressoftheserv ver,forexample e,10.0.0.11.
Theclientca annowsendtherequesttothe eWebserverus singtheserver sIPaddress.Th herequestissen ntto aspecificpo ortontheserverbasedontheprotocolorapo ortspecifiedintheURI.ForWebrequests,po ort80 isusedunles ssotherwisespe ecified. IISonthese erverreceivesth herequestandmusthandthe requesttothecorrectsite.Theserverknowswhich siteshouldg gettherequestbasedonthesi itesbindings.A Asitecanbebou icIPaddressor port. undtoaspecifi Typically,ho owever,aWebserverhostsmu ultiplesitesand ditisnotefficie ntorsometime esevenpossible eto assignauniq queIPaddresso orporttoeach site.Therefore, ,itistypicaltos seeaWebserv verhostingmult tiple sitesallboundtothesameIPaddressand port. antheserverkn nowwhichsiteshouldhandlet theinboundreq quest?Whileth heinboundrequ uest Howthenca targetsaspe ecificIPaddress sandport,ther requestitselfco ontainstheDNS SnameoftheW Web
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siteinafieldcalledthehostheader.Sitesontheservercanbeboundtothehostheadersthatcorrespondto theDNSnameofthesite.Therefore,whilerequestsfordifferentsitesmaybecomingintothesameIP addressandport,IISisabletoforwardrequeststothecorrectsitesbasedonthehostheader.
IfasitehappenstobeaSharePointsite,SharePointtakestherequest,examinestheURI,andretrievesthe contentfromtheappropriatecontentdatabaseontheSQLServer. Ateachpointintheprocess,securitycontrolscanbeappliedtoensurethatuserscangetonlytothecontent theyneed.
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Create aW Applicatio Web on

AWebapplicatio onisalogicalun nitthatcontainsoneormores sitecollections.AWebapplicat tionisassociate edwith nIISWebsite,b butcanhaveup ptofiveIISWeb bsiteswithwhic chitisassociate ed.EachWebapplicationsIISW Web an sit terunsintheco ontextofanapplicationpool.
Yo ouuseWebapp plicationstoisolatecontent,pr rocesses,featur res,andusers.
Youcansepa aratecontentth hatisaccessible ebyanonymou susersfromco ntentthatisac ccessedby authenticate edusers,orcon ntentthatisacc cessiblebypartn nersfromconte entthatisacces ssibleby employees,byhostingthec contentinsepa arateWebappliications.
EachWebap pplicationhasa auniquedomain nname,whichhelpstopreven ntcrosssitescri iptingattacks.
Youcanassignauniqueapp plicationpoolto oaWebapplica ation,whichiso olatesitsproces sses.
Whenyoucr reateanewWe ebapplication,y youalsocreate anewcontent tdatabasethatdefinesthe authenticationmethoduse edbytheapplic cationpooltoco onnecttothed database.
Whenyoucr reateanewWe ebapplication,y youspecifytheauthentication nmethodusedt toconnecttoth heIIS Website.
SharePointS Server2010pro ovidesasetofse erviceapplicatio onsthatareava ailableforeach hWebapplicatio on.You canselectw whichserviceapplicationsyouw wanttousefor eachWebappl licationthatyoucreatebyasso ociating theWebapp plicationwithaproxygroupor rbyspecifyinga acustomsetof fserviceapplica ationsfortheW Web application.Formoreinformation,seeMo odule8,Config guringandSecu uringSharePointServicesandS Service Applications s.Serviceapplicationsareasso ociatedwithW ebapplications s.
Policycanbe especifieduniq quelyforeachW Webapplication n.Formoreinfo ormation,seeM Module6, SecuringCo ontent.
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CreateaWebApplication
ThefollowingprocedurescreateaWebapplicationthatusesWindowsclassicauthentication,andNTLMasthe authenticationprovider.Inotherwords,theWebapplicationwilluseyourActiveDirectorydomainfor authentication. CreateaWebApplicationbyUsingCentralAdministration 1. IntheCentralAdministrationQuickLaunch,clickApplicationManagement.
2. IntheWebApplicationssection,clickManagewebapplications. 3. OntheWebApplicationstaboftheribbon,clickNew.
TheCreateNewWebApplicationpageappears.
4. IntheAuthenticationsection,selecttheauthenticationmethod,forexample,ClassicMode Authentication.
Formoreinformation,seeModule5,ConfiguringAuthentication.
5. IntheIISWebSitesection,inthePortbox,type80.
Note:ThedefaultportnumberforHTTPaccessis80,andthedefaultportnumberforHTTPSaccessis443.If you want users to access the Web application without typing in a port number, they should use the appropriatedefaultportnumber.
6. IntheHostHeaderbox,typetheuniqueDNSnamefortheWebapplication,forexample, intranet.contoso.com.
ThisfieldisusedsothataservercanhostmorethanoneWebapplicationonthesameport.Iftheserveris hostingonlyoneWebapplicationonthespecifiedport,thisfieldcanbeleftblank.
7. IntheNamebox,typeadescriptivenamefortheWebapplication,forexample,Intranet intranet.contoso.com.
SharePointpopulatestheNameboxautomatically,basedontheportandhostheader.Youshouldalways useameaningful,descriptivenamefortheWebsite. Usethenamingstandardsofyourorganizationtodeterminethename.
8. IntheApplicationPoolsection,ensurethatCreatenewapplicationpoolisselected.
MicrosoftsupportsuptotenapplicationpoolsperWebserver,howeverthelimitisdependentlargelyupon theamountofRAMallocatedtofrontendserversandtheworkloadthatthefarmisserving: theuserbaseanditsusagecharacteristics.
9. IntheApplicationPoolNamebox,typeSharePointWebApplications.
Youshoulduseameaningful,descriptivenameforeachapplicationpoolthatyoucreate.Use thenamingstandardsofyourorganizationtodeterminethename.
10.UnderSelectasecurityaccountforthisapplicationpool,intheConfigurablelist,selectthemanaged accountthatwillbeusedastheidentityfortheapplicationpool,forexample, CONTOSO\SP_ServiceApps. 11.IntheDatabaseNameandAuthenticationsection,intheDatabaseNamebox,typeanamefor thedatabase,forexample,WSS_Content_Intranet.
Youshouldalwaysuseameaningfulnameforyourcontentdatabases.Use thenamingstandardsofyourorganizationtodeterminethename.
12.ClickOK.
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TheWebapplicationandcontentdatabasewillbecreated.Whenthisprocessiscomplete,the ApplicationCreatedpageappears.
13.ClickOK.
ThenewWebApplicationisdisplayedontheWebApplicationsManagementpage.
Tip:Besurethatyouhavecreatedahostrecord(AorAAAA)inDNSfortheWebapplication.

CreateaWebApplicationbyUsingWindowsPowerShell ThefollowingexampleshowstheuseoftheNewSPWebApplication cmdlettocreateanewWeb application:
NewSPWebApplicationName<Name>ApplicationPool<ApplicationPool>ApplicationPoolAccount <ApplicationPoolAccount>Port<Port>URL<URL>
Where:
<Name>isthenameofthenewWebapplication. <ApplicationPool>isthenameoftheapplicationpool. <ApplicationPoolAccount>istheuseraccountthatthisapplicationpoolwillrunas. <Port>istheportonwhichtheWebapplicationwillbecreatedinIIS. <URL>isthepublicURLfortheWebapplication.
AdditionalReading
CreateaWebApplication(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192703&clcid=0x409.
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Lo oadBalancing

Whenyoucreate W eaWebapplica ation,youspecif fytheloadbala ancedURL,fore example, in ntranet.contoso o.com:80.
Lo oadbalancingis satechnologyt thatallowsthedistributionof requestsacross smorethanone eWebfrontend.
WindowsServer2008canprovideloadbalanci W ing,butitiscom mmonfororgan nizationswithm morethanone Webfrontendto W outilizehardwa arebasedloadb balancers.
AloadbalancerisassignedtheIPaddressassoc ciatedwiththe DNSnameofth heWebsite.EachWebfronte endhas essthatisknow wntotheloadbalancer.Theloa adbalancerrec ceivestheclient tsrequest,then auniqueIPaddre orwardstherequesttooneoft theWebfronte endsbasedont thelogicapplied dbytheloadba alancer. fo
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Create aSit teCollection

Asitecollectioni isagroupofSharePointWebs sitesthatsharecommonowne ershipandadministrators,asw wellas ommonsettings s,suchasquota as,locks,siteuse econfirmationanddeletion,andselfservice sitecreation. co
Whenyoucreate W easitecollectio on,youalsocrea ateatoplevels siteinthesitec collection.Thet toplevelsiteca anbe co onfiguredtouse eatemplate,alsocalledasite definition.
Cr reateaSiteColl lectionbyUsing gCentralAdmin nistration 1. IntheCentralAdministrationQuickLaunc . ch,clickApplica ationManagem ment.
2. IntheSiteCollectionssection,clickCreate . esitecollection ns. 3. IntheWebA . Applicationsec ction,ensuretha atyouarefocu sedontheWeb bapplicationinwhichyouwan ntto createasite ecollection.
Ifnecessary, ,clicktheWebapplicationpick ker,andthencllickChangeWe ebApplication.Clickthecorrec ct Webapplica ation.
4. IntheTitleb . box,typeatitleforthesitecollection. 5. IntheTemplateSelections . section,selectthesitedefinitio onyouwanttoapplytothetoplevelsiteofthenew sitecollectio on. 6. InthePrima . arySiteCollectio onAdministrat torsection,inth heUsernameb box,typetheus sernameofthe esite collectionad dministrator. 7. ClickOK. .
Thesitecollectioniscreate ed,andtheTop LevelSiteSucce essfullyCreated dpageappears.
8. ClickOK. .
Whenyoucreate W easitecollectio on,youalsocrea ateatoplevels sitewithinthatsitecollection.Thetoplevels siteis ty ypicallycreatedusingasitedef finition,forexample,TeamSite eorPublishing Site,butitisals sopossibletocreatea blanktoplevelsi itethatcanthenbecustomize edlater.
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CreateaSiteCollectionbyUsingWindowsPowerShell ThefollowingexampleshowstheuseoftheNewSPSitecmdlettocreateanewsitecollection.
GetSPWebTemplate $template=GetSPWebTemplate"STS#0" NewSPSiteUrl"<URLforthenewsitecollection>"OwnerAlias"<domain\user>"Template$template
Where:
<URL>istheURLofthesitecollectionyouwanttocreate. TheOwnerAliasparameters<domain\user>valuedefinestheprimarysitecollectionadministrator. TheSecondaryOwnerAliasparameterdefinesthesecondarysitecollectionadministrator. TheTemplateparametersvaluespecifiesthesitedefinitionforthetoplevelsiteinthisexample,STS#0, theTeamSitetemplate.
DeleteaSiteCollection
Whenyoudeleteasitecollection,youpermanentlydestroyallcontentanduserinformationinthesite collection,whichincludesthetoplevelsiteandallsubsites. DeleteaSiteCollectionbyUsingCentralAdministration 1. IntheCentralAdministrationWebsite,intheQuickLaunch,clickApplicationManagement.
2. OntheApplicationManagementpage,intheSiteCollectionssection,clickDeleteasitecollection.
TheDeleteSiteCollectionpageopens.
3. OntheDeleteSiteCollectionpage,expandtheSiteCollectionlist,andthenclickChangeSite Collection.
UsetheSelectSiteCollectionpagetoselectasitecollection: IntheWebApplicationdropdownlist,clickthedownarrow,andthenclickChangeWeb Application. TheSelectWebApplicationdialogboxappears. 2. ClickthenameoftheWebapplicationthatcontainsthesitecollectionthatyouwanttodelete. RelativeURLsofsitesinthesitecollectionsoftheWebapplicationthatyouhaveselectedappearonthe SelectSiteCollectiondialogbox. 3. ClicktherelativeURLofthesitecollectionthatyouwanttodelete,andthenclickOK. 4. ReadtheWarningsectionandverifythatthesitecollectioninformationiscorrect. 5. OntheDeleteSiteCollectionpage,clickDelete.
1.
Thesitecollectionthatyouselectisdeleted.
DeleteaSiteCollectionbyUsingWindowsPowerShell ThefollowingexampleshowstheuseoftheRemoveSPSitecmdlettodeleteasitecollection:
RemoveSPSiteIdentity"<URL>"GradualDelete
Where:
<URL>istheURLofthesitecollectionyouwanttodelete. TheGradualDeleteparameterspecifiesthatyouusegradualdeletion,whichreducestheloadonthesystem duringthedeletionprocess.
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Createasitecollection(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192705&clcid=0x409.
SharePointBootCamp
Deleteasitecollection(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192706&clcid=0x409.

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SiiteCollectionSettings

Af ftercreatingthesitecollection n,youshouldco onfiguresitecolllectionsettings s.InCentralAdm ministration,th hisis do oneontheApp plicationManag gementpage.
InSharePoin nt2010CentralAdministration nQuickLaunch h,clickApplicati ionManageme ent.
Ownership,Ad O dministration n,andAccess s

Sitecollectionow wnerstheprim maryandsecondarysitecollect tionadministra torsofasiteco ollectionrece eive uotaandautod deletionnotices s.Inaddition,th heyhaveallthe erightsassociat tedwithsitecol llectionadminis strators. qu As ssignSiteCollec ctionOwnersby yUsingCentral lAdministratio on 1. InSharePoin . nt2010CentralAdministration nQuickLaunch h,clickApplicati ionManageme ent. 2. OntheSiteC . CollectionAdm ministratorspage,intheSiteCo ollectionsectio n,confirmthatthesitecollect tion forwhichyo ouwanttoassig gnownershipis selected.
Ifnot,expan ndtheSiteColle ectiondropdow wnlist,andthe enclickChange SiteCollection.Usethe SelectSiteC Collectionpagetoselectthesit tecollection:
1. Confirm mthattheWebApplicationlist tdisplaystheW Webapplication thatcontainsthesite collectionforwhichyo ouwanttoassig gnownership. Ifnot,e expandtheWeb bApplicationlist,andthenclic ckChangeWeb bApplication.O OntheSelect WebAp pplicationpage e,clicktheWeb bapplication. 2. IntheU URLlist,clickthe esitecollection n. 3. ClickOK K. 3. InthePrima . arysitecollectio onadministrato orbox,typethe enameofthep primaryowner,usingtheformat, DOMAIN\us sername. esecondaryow 4. IntheSecon . ndarysitecollec ctionadministr ratorbox,typet thenameofthe wner,using theformat,DOMAIN\usern name. 5. ClickOK. .
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AssignSiteCollectionOwnersbyUsingWindowsPowerShell Thefollowingexampleshowstheuseofthecmdletcmdlettoassignthesitecollectionowners:
SetSPSiteIdentity"<SiteCollection>"OwnerAlias"<DOMAIN\User>"SecondaryOwnerAlias "<DOMAIN\User>"
Where:
<SiteCollection>istheURLofthesitecollectiontowhichyouwanttoaddasitecollection administrator. <DOMAIN\User>isthenameoftheuserwhomyouwanttoaddasasitecollectionowner. TheOwnerAliasparameterdefinestheprimarysitecollectionadministrator. TheSecondaryOwnerAliasparameterdefinesthesecondarysitecollectionadministrator.
AssignSiteCollectionAdministrators Sitecollectionadministratorsareownersofthesitecollection.Theyaregivenfullcontrolofthesitecollection andalwayshavetheabilitytochangepermissionsonobjectswithinthesitecollection.Theyalsohave permissiontoperformawiderangeofadministrativetaskswithinthesitecollection.
1. Inthetoplevelsiteofasitecollection,clickSiteActions,andthenclickSiteSettings. 2. ClickSiteCollectionAdministrators. 3. IntheSiteCollectionAdministratorsbox,typethenamesofthesitecollectionadministrators, separatedbysemicolons. 4. ClickOK.
WhereasyoucanassigntwositecollectionownersinCentralAdministration,youcanassignmorethantwosite collectionadministratorswithinthesitecollection. TwoSetsofSiteCollectionAdministrators SitecollectionownersassignedinCentralAdministrationreceiveemailnotificationsrelatedtositeusageand quotas.Otherwise,thepermissionsandcapabilitiesofthetwotypesofsitecollectionadministratorsareidentical.
AfarmadministratorcanassigntheprimaryandsecondarysitecollectionadministratorsinCentral Administration.Asitecollectionadministratorcanaddorremovesitecollectionadministratorsinthesite collectionsettings. AssignPermissionstotheTopLevelSite EachSharePointsitehasatleastthreedefaultgroups:Owners,Members,andVisitors.Thesethreegroupshave fullcontrol,contribute,andreadpermissionrespectively.
1. ClickSiteActions,andthenclickSitePermissions. 2. Clickthenameofagrouptowhichyouwanttoaddmembers,forexample,ContosoIntranetVisitors. 3. ClickNew.
TheGrantPermissionspageopens.
4. IntheUsers/Groupsbox,typethenameofusersorgroupsthatyouwanttoaddtotheselected SharePointgroup,andthenclickOK.
Togiveallauthenticateduserstheabilitytobrowseasite,addtheDomainUsersgrouptotheVisitorsgroup ofthesite.
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Addorrem movesitecollect tionadministrat tors(SharePoi ntServer2010) )at http://go.microsoft.com/fw wlink/?LinkID=1 192707&clcid=0 0x409.
Quotas Q
Oneoftheimportantsitecollec ctionsettingsis thequotatemp plateassociated dwiththesitec collection.
Aquotatemplate especifiesthem maximumstoragepermittedfo oreachsiteina asitecollection. .Quotasalsode efine th heresourceutilizationlimitsfo orSandboxedSo olutions.Sandbo oxedSolutionsa arediscussedin nModule7, M ManagingShare ePointCustomiz zations.
Quotasdefinethefollowing: Q
Storagelimit t(inMB)
Thestoragewarninglevela atwhichsitecol llectionowners s(primaryands secondarysitec collection administrato ors)arenotified dthatthesiteis sapproachingit tsstoragelimit. Thisvaluemus stbelowerthan n thestoragelimit.
ResourceusagelimitforSandboxedSolutions(perday). velatwhichsite ecollectionown ners(primaryandsecondarysitecollection Resourceusagewarninglev administrato ors)arenotified dthatthesiteis sapproachingit tsresourceusag gelimit.Thisvaluemustbelow wer thantheres sourceusagelim mit.
Cr reateorModify yaQuotaTemp plate Quotatemplates Q saredefinedatthefarmlevel.Whenyoucrea ateaquotatem mplate,yousimplifythe managementofs m storagelimitso onnewsitecolle ections.
1. IntheCentralAdministrationQuickLaunc . ch,clickApplica ationManagem ment. 2. OntheApplicationManage . ementpage,intheSiteCollect tionssection,clickSpecifyquo otatemplates.
TheQuotaT Templatespageopens.
Youcancrea ate,modify,ordeleteaquota templatefrom theQuotaTem mplatespage.
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3. OntheQuotaTemplatespage,intheTemplateNamesection,intheTemplatetomodifylist, selectthetemplatethatyouwanttochange.Alternately,tocreateanewquotatemplate,clickCreateanew quotatemplateandthen,intheNewtemplatenamebox,typeanameforanewquotatemplate. 4. IntheStorageLimitValuessection,specifythevaluesthatyouwanttoapplytothetemplate.
Ifyouwanttomodifytheamountofdatathatcanbestoredinthedatabase,selecttheLimitsite storagetoamaximumofcheckbox,andtypethenewstoragelimit,inmegabytes,inthetextbox.
Ifyouwantanemailmessagetobesenttothesitecollectionadministratorwhenastorage thresholdisreached,selecttheSendwarningEmailwhenSiteCollectionstoragereachescheckbox, andthentypethethreshold,inmegabytes,inthebox.
5. IntheSandboxedSolutionsWithCodeLimitssection,setthevaluesforatemplateforSandboxed Solutions.
IfyouwanttolimittheresourceusageofSandboxedSolutionsinthesitecollection,selecttheLimit maximumusageperdaytocheckbox,andthentypethedailyresourceusagelimit,inpoints,inthe textbox.
Ifyouwantanemailmessagetobesenttothesitecollectionadministratorwhenaresourceusage thresholdisreached,selecttheSendwarningemailwhenusageperdayreachescheckbox,andthen typethedailyresourceusagewarninglimit,inpoints,inthebox.
Apointisarelativemeasurementofresourceusage,forexample,CPUcycles,memory,orpagefaults. Pointsenablecomparisonsbetweenmeasurementsofresourceusagethatcouldnotbecompared otherwise.SeeModule7,ManagingSharePointCustomizations,formoredetailaboutSandboxed Solutions.
6. ClickOK.
ApplyaQuotaTemplatetoaSiteCollection Asitecollectioncanbeassociatedwithoneofthefarm'squotatemplates.Whenanewsiteiscreatedinthesite collectionsection,thepropertiesofthequotatemplatesareappliedtothesite.
1. IntheCentralAdministrationQuickLaunch,clickApplicationManagement. 2. OntheApplicationManagementpage,intheSiteCollectionssection,clickConfigurequotasandlocks.
TheSiteCollectionQuotasandLockspageopens.
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3. Ifyouwantt . tochangetheselectedsitecollection,intheS SiteCollections section,expand dtheSiteCollec ction list,andthenclickChangeS SiteCollection.UsetheSelect tSiteCollection npagetoselectasitecollection n. 4. OntheSiteC . CollectionQuot tasandLocksp page,intheSite eQuotaInforma ationsection,e expandthe Currentquo otatemplatelist,andthensele ectthenewquo otatemplateto oapply. 5. ClickOK. .
Up pdatingQuotas s Ifyouupdateaq quotatemplate, ,orupdatethe sitecollectionq quota,thechan ngedoesnotap pplytoexistings sites.To pdatequotason nexistingsites,youcanuseWindowsPowerS ShellsSetSPSite ecmdletwithth heMaxSize up pa arameter.
Si iteCollection nLocks
Yo oucanapplyloc ckstopreventu usersfromacce essingormodify yingcontentina asitecollection n.
Th hefollowingtab bledescribesthelockingoptionsthatareavaiilableinMicrosoftSharePointS Server2010.
ption Op No otlocked Ad ddingcontentp prevented
Description Unlocksthesitecollectionandmakesitav vailabletousers s. Preventsuse ersfromadding gnewcontentt tothesite collection.U Updatesandde letionsarestillallowed. Preventsuse ersfromadding g,updating,ord deletingconten nt. Preventsacc cesstocontent tcompletely.Us serswhoattemptto accessthes itereceiveana accessdeniedm message.
Re eadonly(blocks sadditions,upd dates,and de eletions) No oaccess
To oLockorUnloc ckaSiteCollecti ionbyUsingCe entralAdministr ration 1. InCentralAd . dministration,c clickApplicatio onManagemen nt. 2. OntheApplicationManage . ementpage,intheSiteCollect tionssection,clickConfigureq quotasandlock ks.
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3. Ifyouwanttochangetheselectedsitecollection,intheSiteCollectionsection,ontheSiteCollectionmenu, clickChangeSiteCollection.UsetheSelectSiteCollectionpagetoselectasitecollection. 4. OntheSiteCollectionQuotasandLockspage,intheSiteLockInformationsection,selectoneof thefollowingoptions:
Notlocked.Tounlockthesitecollectionandmakeitavailabletousers.
Addingcontentprevented.Topreventusersfromaddingnewcontenttothesitecollection. Updatesanddeletionsarestillallowed.
Readonly(blocksadditions,updates,anddeletions).Topreventusersfromadding,updating, ordeletingcontent.
Noaccess.Topreventaccesstocontentcompletely.Userswhoattempttoaccessthesitereceivean accessdeniedmessage.
5. IfyouselectAddingcontentprevented,Readonly(blocksadditions,updates,anddeletions),or Noaccess,typeareasonforthelockintheAdditionallockinformationbox. 6. ClickOK.
LockorUnlockaSiteCollectionbyUsingWindowsPowerShell ThefollowingexampleshowstheuseoftheSetSPSitecmdletwiththeLockStateparametertolockorunlocka site.
SetSPSiteIdentity"<SiteCollection>"LockState"<State>"
Where:
<SiteCollection>istheURLofthesitecollectionthatyouwanttolockorunlock. <State>isoneofthefollowingvalues: Unlock.Tounlockthesitecollectionandmakeitavailabletousers. NoAdditions.Topreventusersfromaddingnewcontenttothesitecollection.Updatesand deletionsarestillallowed. ReadOnly.Topreventusersfromadding,updating,ordeletingcontent. NoAccess.Topreventaccesstocontentcompletely.Userswhoattempttoaccessthesitereceivean accessdeniedmessage.
AdditionalReading
Managesitecollectionstoragelimits(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192708&clcid=0x409.
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Su ubsites,SiteC Collections,an ndContent Databases
Su ubsites
Asitecollectionc cancontainone eormoresites. .Belowthetop levelsite,youc cancreateaddi itionalsites,also ca alledsubsitesor rsubwebs.
Th heprecedingdiagramshowssu ubsitesforHRandEngineering g.TheURLforH HRwouldbe ht ttp://intranet.co ontoso.com/HR Thesitehiera R. archycanbeeve endeeper,butbeawareofthe260characte erURL le engthlimit.
MultipleSiteC M Collections
Anumberofgov vernancecontro ols,includingcontentownersh ipandquotaco onfiguration,areconfiguredat tthe tecollectionlev vel.Governance eobjectivesofte endriveorganiz zationstocreat temultiplesitecollectionsthat t sit co onfigureunique epropertiesforeachsitecollec ction.
MultipleConte M entDatabase es
Th hecontentfrom mallsitesinasitecollectionisstoredintheco ontentdatabase e.Asitecollecti ioncannotspan n morethanonecontentdatabas m se.Thecontent databaseisthe ecorecompone entofstoragem management, in ncludingbackup pandrestore.
Be ecauseofthisre elationshipbetw weencontentd databasesandst toragemanage ement,governanceandservice e le evelagreements softendriveanorganizationto ocreatemultip lesitecollectio onssothatsitec collectionscan be edistributedac crosscontentda atabases.
Th heonlywaytos storesitesinseparatecontentdatabasesisto oputsitesinsep paratesitecolle ections.
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ManagedPath M hs

To ocreateanewsitecollectionw withinaWebap pplication,there emustbeama anagedpathatwhichtocreate ethesite co ollection.
Amanagedpathisaportionoft theURInamesp pacewherethesitecollections sexist.Amanag gedpathisnotd directly mappedtoconte m entwithintheW Webapplication n.Instead,itisu usedbySharePo ointasanames space(path)node wheresitecollec w ctionscanbecre eated.
An nexplicitmanagedpathisusefulforcreating onlyasinglesit tecollection,at ttheexactURL Lspecified.Fore example, th hedefault(root t)managedpat thforourintra anetsiteishttp p://intranet.con ntoso.com/ and dasinglesitecollection ca anbecreatedat tthatexactURL.
Awildcardmanagedpath,forex xample,http:// /intranet.contos so.com/sites/ in ndicatesthatch hildURLsofthepath resitecollections.Awildcardm managedpaths suchassites/alllowsforunlimit tednumberofs sitecollections tobe ar cr reateddirectlyu undertheprovi idedpath.Itisimportanttono otethatasiteco ollection(andt therefore,aWe ebsite) ca annotbecreate edatthisexplici itURL.
Th hedefaultmanagedpath,crea atedwhenyouc createanynew wWebapplicatio on,issites/.How wever,youcandefine managedpathsw m withotherdescriptivenamessuchasdepts(fo ordepartments s),teams,clients,orprojects.
Managedpathsa M allowaSharePo ointservertoreceivearequest tintheformof aURIandtode eterminewhich hpartof th heURIcorrespondstoasitecollection,bylook kingatthelisto ofmanagedpat thsforagivenW WebApplication. Sh harePointcanth hengototheco orrectcontentdatabaseofthe esitecollection ntoretrievethe econtentbased donthe re emainingportio onoftheURI.
Th hismeansthatS SharePointhastolookatevery ymanagedpath hforeachrequ est.SoMicroso oftonly su upportsupto20 0managedpath hsperWebapp plication. Ad ddManagedPathsforaWeb bApplicationby yUsingCentralA Administration n 1. OntheShare . ePoint2010CentralAdministrationWebsite e,intheQuickL Launch,clickAp pplication Managemen nt.
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2. 3. 4. 5. 6. 7.
OntheApplicationManagementpage,clickManagewebapplications. ClicktheWebapplicationforwhichyouwanttomanagepaths.Theribbonbecomesactive. Ontheribbon,clickManagedPaths. OntheDefineManagedPathspage,intheAddaNewPathsection,typethepathyouwanttoinclude. ClickCheckURLtoconfirmthepathname. UsetheTypedropdownmenutoidentifythepathaseitherWildcardinclusionorExplicitinclusion. TheWildcardinclusiontypeincludesallURLsthatareimmediatelysubordinatetothespecified URL.
TheExplicitinclusiontypeincludesonlytheURLthatisindicatedbythespecifiedpath.
8. ClickAddPath. 9. Whenyouhavefinishedaddingpaths,clickOK.
RemoveManagedPathsforaWebApplicationbyUsingCentralAdministration 1. OntheSharePoint2010CentralAdministrationWebsite,intheQuickLaunch,clickApplication Management. 2. OntheApplicationManagementpage,clickManageWebApplications. 3. ClicktheWebapplicationthatyouwanttomanagepaths.
Theribbonbecomesactive.
4. Ontheribbon,clickManagedPaths. 5. OntheDefineManagedPathspage,intheIncludedPathssection,clickthecheckboxnexttothepaththat youwanttoremove. 6. ClickDeleteselectedpaths.
Warning:Deletionisimmediate.Youwillhavenoadditionalopportunitytoconfirm.

7. Whenyouhavefinishedremovingpaths,clickOK.
AddaManagedPathbyUsingWindowsPowerShell ThefollowingexampleshowstheuseofthecmdletnamedcmdlettoaddamanagedpathtoaWeb application:
NewSPManagedPath[RelativeURL]"</RelativeURL>"WebApplication<WebApplication>
Where:
</RelativeURL>istherelativeURLforthenewmanagedpath.ThetypemustbeavalidpartialURL,suchas siteorsites/teams/. <WebApplication>istheURLoftheWebapplicationtowhichthemanagedpathwillbeadded.
RemoveaManagedPathbyUsingWindowsPowerShell ThefollowingexampleshowstheuseofthecmdletcmdlettoaddamanagedpathtoaWebapplication:
RemoveSPManagedPath[Identity]<ManagedPathName>WebApplication<WebApplication>
Where:
<ManagedPathName>isthenameofthemanagedpathtodelete.
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<WebApplication>istheURLoftheWebapplicationthathoststhemanagedpathtodelete.
AdditionalReading
SharePoint101:ManagedPaths,athttp://go.microsoft.com/fwlink/?LinkID=192710&clcid=0x409. Definemanagedpaths(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192709&clcid=0x409.
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ContentDatab bases

Si iteCollection nsandConten ntDatabases

Asitecollectioni ishostedinone econtentdatab base.Asitecolle ectioncannotsp panacrosscont tentdatabases.
verytoolsrequiretherestorati ionofacontent tdatabase.The etimerequiredtorestoreacon ntent Outofboxrecov atabaseshouldbewithintheserviceleveldef finedbyyourSh harePointgover rnanceplan.Al largecontent da da atabasemaytak kesolongtorestorethatyoum mightfailtoach hieveyourserv vicelevelobject tive.
Sc calability
Fr rom a logical storage management perspec s ctive, it would make sense fo each site to be a separat site or o te co ollectionin a se eparateconten database.Ho nt owever,for per rformancereas sons,suchan approachisofte not en fe easible.Infact,s severalscalabili ityguidelinesap pplytoSharePo ointServer2010 0.
Be ecomeawareofscalabilitybou undaries:
tdatabasesperWebapplicatio onaresupporte ed. 300content Additionally y,theRAMandperformanceof fyourSQLServ verlimitsthetot talnumberofc content databasesth hatshouldbeho ostedonthatse erver.
200GBperc contentdataba aseissupported d. Contentdatabasesizesupt to1terabytear resupportedon nlyforlarge,sin nglesiterepositoriesandarchives withnonco ollaborativeI/Oandusagepatterns,suchasRe ecordsCenters. .Largerdatabas sesizesaresupported forthesesce enariosbecause etheirI/Opatte ernsandtypicalldatastructure eformatshaveb beendesignedf for, andtesteda at,largerscales.
100GBpers sitecollectionaresupported.If facontentdata abasecontains onlyonesiteco ollection,thent thesite collectionca anbeupto200 0GB.
250,000Websitespersitec collectionaresupported.Upto o2,000subsites sofagivenWebsiteare supported.
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Whendesigningastrategyforcontentdatabases,consideryourservicelevelobjectives.Includetherecoverytime objective(howquicklyyourdeletedorcorruptedcontentisbroughtbackonline)andyourrecoverypoint objective(howfarbackintimeareyourhistoricalbackupsmaintained)?Youmustalsoconsiderperformance, suchasthescalabilityguidelinesmentionedabove.
AdditionalReading
SharePointServer2010CapacityManagement:SoftwareBoundariesandLimitsat http://go.microsoft.com/fwlink/?LinkID=192711&clcid=0x409.
CreateaContentDatabase
WhenyoucreateaWebapplication,youspecifythenameoftheinitialcontentdatabase.Youcanlatercreate additionalcontentdatabasesfortheWebapplication.
AddaContentDatabasebyUsingCentralAdministration 1. IntheCentralAdministrationQuickLaunch,clickApplicationManagement. 2. IntheDatabasessection,clickManagecontentdatabases. 3. OntheManageContentDatabasespage,intheWebApplicationsection,ensurethatyouarefocused ontheWebapplicationinwhichyouwanttocreateasitecollection.
Ifnecessary,clicktheWebapplicationpicker,andthenclickChangeWebApplication.Clickthecorrect Webapplication.
4. ClickAddacontentdatabase. 5. IntheDatabaseNamebox,typeanameforthedatabase,forexample,WSS_Content_Intranet_IT.
Usethenamingstandardsofyourorganizationtodeterminethename.
6. ClickOK.
AddaContentDatabasebyUsingWindowsPowerShell ThefollowingexampleshowstheuseoftheNewSPContentDatabasecmdlettocreateanewcontent database:
NewSPContentDatabaseName<ContentDbName>WebApplication<WebApplicationName>
Where:
<ContentDbName>isthenameofthecontentdatabasethatyouwanttocreate. <WebApplicationName>isthenameoftheWebapplicationtowhichthenewdatabaseisattached.
AdditionalReading
Addacontentdatabase(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192712&clcid=0x409.
AddaSiteCollectiontoaContentDatabases
Afteryoucreateacontentdatabase,youcancreatesitecollectionsinthatcontentdatabase.
WhenyouuseCentralAdministrationtocreateasitecollection,CentralAdministrationautomaticallydetermines whichcontentdatabasewillcontainthesitecollection.YoucannotspecifyacontentdatabaseinCentral Administration.
Instead,eachcontentdatabaseisevaluatedtodeterminewhichcontentdatabasehasthemostavailablesites, basedonthecontentdatabasesmaximumsitespropertyandthecurrentnumberofsitesinthecontent database.Thecontentdatabasewiththemostavailablesitesisusedtohostanewsitecollection.
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Itsimportanttomentionthatthesizeofthecontentdatabaseisnottakenintoconsideration.
Intheeventthatmorethanonecontentdatabasehasthesamenumberofavailablesites,thecontent databasewiththelowestGUIDisselectedasatiebreaker.
Asyoucansee,thelackoffinegrainedcontrolinCentralAdministrationcanbeproblematicwhenyouare tryingtomanagetheassociationofsitecollectionstocontentdatabases.
TheContentDatabaseparameteroftheNewSPSitecmdletcanbeusedtocreateasitecollectioninaspecific contentdatabase.
YoucanmovesitecollectionsbetweencontentdatabasesbyusingWindowsPowerShell.
ThefollowingexampleshowstheuseoftheMoveSPSitecmdlettomoveasitecollectionbetweencontent databases:
MoveSPSite<http://ServerName/Sites/SiteName>DestinationDatabase <DestinationContentDb>
Where:
<http://ServerName/Sites/SiteName>isthenameofthesitecollection. <DestinationContentDb>isthenameofthedestinationcontentdatabase.
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Ex xampleLogica alArchitecture e

Th heprecedingsli idepresentsasimpleviewofthelogicalinfras structureofaty ypicalintraneto or co ollaborationWe ebapplication.
At ttherootofthe eWebapplicati ionisasitecolle ectionwithato oplevelsitetha atservesasthehomepage,andmay co ontaingeneralc contentthatap ppliesacrossdivisions.
Underamanagedpath,eachdiv vision,departm ment,orteamge etsauniquesite ecollection.TheURLtoa ivisionalsiteisW Webapplication n\[managedpath\]site,fore example, di ht ttp://intranet.c contoso.com/de epts./HR.
Th hedivisionssite ecollectionscopestheowners ship,userandgr otherconfigurationfor roupdefinition s,quotas,ando th hesite.Sitecolle ectionsalsoimp posefunctional boundaries.Fe eaturescanbea activatedordea activatedatthe esite co ollectionlevel.
Yo ouwilltypically yneedfarmoresitecollections sthanyouwoulldanticipate,be ecausegoverna ancedesignstyp pically re equiremoretha anonesetofco onfigurationatt thesitecollectio onlevel.
Optionally,youc canputeachdivisionssitecollectioninaded dicatedcontent tdatabasetom managestorage e,backup ndrestore.Keepinmind,how wever,thatther reareperforma ancerelatedsc calabilityguideli inesthatmight tprevent an yo oufromputting geverydivisioninaseparatesi itecollectionin particularlylar rgeorcompleximplementatio ons.
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Lesson3
ExploringtheShareP PointWeb bApplicatio onand PhysicalArc chitecture e
In the previous lesson, you ex n xamined the process where a browser req p quests and rece eives content f from a Sh harePointsite. In thislesson, youwillexplorein detailthe componentso y ofSharePoint,II IS,andMicroso SQL oft Se erverthatareresponsibleforhandlingthere equestontheW Webfrontend.
Af fterthislesson, ,youwillbeableto:
UnderstandtheSharePoint tenginetheco omponentsoftheWebapplica ationandservic ceitself.Among g hecomponents youwillexploreare: th
SharePointa andIIS7.0 SharePointW WebApplicationsComponents s web.config SharePointR Root SharePointD Databases Customizedvs.Uncustomiz zedPages
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Sh harePointand dInternetInfo ormationServ vices(IIS)7.0a and7.5

As syoulearnedin nModule1,Int troducingShare ePoint2010,S harePoint2010 0sitsontopofIIS7.0andrelieson In nternetInformationServicesto oprocessreques sts.IIS7.0hass severalfeatures sthatwillmakemanagingyour r Sh harePoint2010environmente easierandincreaseperformanc ce:
HttpModule esandHttpHand dlersparticipate einallrequests stotheserverw withouthavingt tobeassociated d withtheASP P.NETISAPIfilte er,whichimprovestheperform manceofreque estprocessing.
ASP.NETcon nfigurationwas manageddirec ctlyinXMLfiles inpreviousver rsionsofIIS.The enewIIS Managerallowsyoutovisu ualizeconfigurationvaluesand dmakechanges sintheuserinte erface. Traditionally bug500errors. y,ithasbeendi ifficulttotroubleshootanddeb .Now,withfaile edrequest tracing,youcantracethee eventsthatlead dtosucherrors . Youcanmak kechangestoIISconfiguration nsettingsusinga.NETAPI,whi ichmakesitpos ssibleto configureIIS SusingWindow wsPowerShell. IISconfigura ationusedtobe estoredinthem metabase.Now w,configuration isstoredinthe e applicationH Host.configfile. IISsupportsmoregranulardelegationofadministration,w whichmakesit possibletoassi ignrolesto administrato orswithoutgivingthemtheke eystotheentire eWebserver.
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Sh harePointWeb Application b nComponent ts
KeyPoints
Whenyoucreate W eanewSharePo ointWebapplic cation,severalt thingshappen.
Anewsiteis screatedinIIS.Thesiteisboun ndtotheporta andhostheader rspecifiedbySh harePoint. Anapplicationpoolisassoc ciatedwiththe site. Asyoulearnedinthep previouslesson,anexistingapp plicationpoolc canbeusedbym morethanonesite, whicha allowsthesitestoshareasingleprocessandt osharetheove erheadassociate edwith theapp plicationpool,le eavingcertaine efficiencies.Alte ernately,youca ancreateanew wapplicationpo oolfor thesite e,whichwillisol latethesiteina aseparateproc essandwillincuritsownappp pooloverhead. . Microso oftsupportsuptotenapplicationpoolsperSh harePointserve er.Thisnumber rmaybe reduced ddependingprimarilyontheR RAMoftheserv ver.
ArootdirectoryfortheW Webapplicationiscreatedasas subfolderof c:\inetpub\ \wwwroot\wss s\virtualdirectories.
Insidether rootdirectoryis sa.NETconfigu urationfile,web b.config.Thewe eb.configfilede efinesthe application nasaSharePoin ntapplication.
Virtualdire ectorieswithint thesitepointto ootherfolders, eachwithitsow wn.NETconfiguration (web.config).
HttpModul lesaddtheShar rePointobjectm modelpropertie estothememo oryspace.
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web.config w

Th heweb.configf fileisthekeyco omponentthatmakesanIISW ebsiteaShareP PointWebapplication.The web.configfileis w satypicalXMLbased.NETconfigfilewithsev veralconfigurat tionsectionsadd dedtoit.
Se everalcommonconfigurations sectionsare:
SafeControls.Defineswhat tcontrolscanbe eusedonaSha arePointpage
SafeMode.D Determineswhe etherpagesare eallowedtoexe ecuteinline.NE ETcode
MergedActions.Allowscha angestoweb.co onfigwithoutac ctuallymodifyin ngthefileitm mergestheactio ons specifiedinselectedandot therfiles
BlobCache.E Enablescaching gvariousfiletyp pesinalocation nontheWebfr rontend,ratherthanpullingfiles fromthedatabaseforeach hrequest
Formoreinfor rmation,seeModule4,ConfiguringContent tManagement.

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Sh harePointRoo ot
Ifyouopenthefolderthatactsastherootdire ectoryofaShare ePointWebapp plicationtheP PhysicalPathof fthe SWebsiteyou uwilldiscovert thattherearen no.aspxfilesint thefolder.Whe ere,exactly,doSharePointfilesand IIS pa agesreside?
Co ontentthatissp pecifictotheindividualWebapplicationissto oredintheWeb bappscontent tdatabase(s)in SQ QLServer.
However,asignif ficantamounto ofcontentissha aredacrosssite esandWebapplicationsinaSh harePointfarm.These lesarestoredin nthefolder: fil
C:\ProgramFiles\C CommonFiles\Mic crosoftShared\we ebserverextension ns\14
Th hisfolderiscalle edtheSharePointroot.You'lla alsohearitrefe erredtoasthe1 14hive,becauseinSharePoint t 20 007,thefolderwasnamed12andwascalled the12hive.Ho owever,thepro opernameforth hefolderin Sh harePoint2010istheSharePoi introot.
Th hefolderhasmanysubfoldersthatdrivethec corefunctionaliityoftheShare ePointfarmandWeb ap pplications.
To oplevelfolde ers
Th hetoplevelfold dersintheShar rePointrootinc clude:
ADMISAPI.W Webservicesth hatmanagecon ntentdeployme ent. BIN.Executa ablesthatmana agesearch,time erjobs,upgrade e,configuration n,andadminist tration. CONFIG.Configurationfiles sthatcontrolco odesecurity,W Webapplication security,andex xtensionsto stsadm.exea andWindowsP PowerShell. HCCab..cab bbasedhelpfile es. Help..chmb basedHelpfiles s.
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ISAPI.SharePoint.NETobjectmodel.dlls,administrationapplicationpages,SharePointWebservices,andthe SharePointRPC.dll. LOGS.UsageanalysisprocessinglogsandSharePointlogfiles. Policy..dlland.configfiles. Resources..resxfilesusedtocreateSharePointobjectsusinganinstalledlanguagepack.
TEMPLATE.Sitedefinitions,workflowsettings,featureadditions,andusercontrols. UserCode.Filesthatsupportsandboxedsolutions.
WebClients.Configurationfilesusedfortheclientobjectmodel.
WebServices.Filesthatsupportserviceapplications.
TEMPLATEfolder
TheTEMPLATEfolderintheSharePointrootcontainsfilesthatsupportcontentandfunctionalityacross SharePointsitesinafarm.
TheTEMPLATEfolderincludesthefollowingsubfolders:
1033.EnglishlanguageSharePointconfigurationfiles.Otherfolderswithnamesthatcorrespondtoaspecific languagewillexistforotherinstalledlanguages. ADMIN.ThesiteapplicationsforCentralAdministration. CONTROLTEMPLATES.Usercontrolsthatareusedacrosssites. DocumentTemplates.Documenttemplatesthatareusedacrosssites. FEATURES.FeaturesthathavebeenaddedtoextendtheSharePointfunctionality. GLOBAL.Asitedefinitionthatisinheritedbyallothersitedefinitions. IMAGES.Commongraphicelements.
LAYOUTS.PagesthatimplementfunctionalitythatisavailabletoallSharePointsites.
SITETEMPLATES.Sitedefinitions.
SQL.Scriptsthatcreateconfiguration,search,andcontentdatabases,andtoupgradeolderversionsof databases.
THEMES.StylesthatcanbeappliedtochangethelookandfeelofaSharePointsite.
XML.XMLconfigurationfiles.
SynchronizationoftheSharePointRoot
Whenthefarmhasmorethanoneserver,itiscriticalthattheSharePointrootisthesameoneachserverinthe farm.NumerousactivitiesmakechangestotheSharePointroot,including:
Addingusercontrols Addingsitedefinitions Addingglobalimages Addingapplicationpages Addingthemes
It is best to deploy files and functionality to a SharePoint farm using SharePoint solutions. Solutions are packages, similar to Windows Installer (.MSI) files, which deploy files and functionality. When you use a solution,thefarmdoesthejobofensuringthatthesolutionisdeployedtoallservers.
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Sh harePointDatabases
ASharePointimp plementationco onsistsofnume erousdatabases sstoredinSQLS Server: Eachfarmha asaconfiguration,orconfigda atabase.Theco onfigurationdat tabasecontains sdataabout SharePointd databases,Inter rnetInformatio onServices(IIS)Websites,Web bapplications,t trustedsolution ns, WebPartpa ackages,sitetem mplates,andW Webapplicationa andfarmsettin ngsspecifictoSh harePoint2010 0 products,su uchasdefaultqu uotasettingsan ndblockedfilet types.
Eachserviceapplicationcan nhaveoneorm moredatabases s.
EachWebap pplicationstore esitscontentinoneormoreco ontentdatabase es,inadditiont tousingsharedcontent intheShare ePointroot.Con ntentdatabases sincludeconten ntfromlistand documentlibra aries,document versions,wo orkflowinstance es,WebPartproperties,audit logs,andsandb boxedsolutions s,inadditiontouser namesandr rights.
As syoulearnedearlierinthismo odule,alltheda ataforaspecific csitecollection nresidesinonecontentdataba ase on nonlyoneserver.Acontentda atabasecanbe associatedwith hmorethanon nesitecollection n.
Co ontentDatab baseTables
Co ontentdatabasetablesinclude e:
oresdataforalldocumentsintheSharePointS Store. AllDocs.Sto AllDocStreams.Storesthedocumentstrea amandrelated dataforungho ostedpagesand ddocumentswith contentstre eamsstoredinthecontentdatabase. AllDocVersions.Storesstre eamsforpreviou usversionsoffiiles. AllUserData a.Storesdatafo oralllistanddocumentlibrarie es.Thetablepro ovidesafixedn numberofgene eric columnsinv variousdatatyp pes,affordingst torageforappli cationdefinedvariableschem mas.Alistitemm maybe represented dbymorethanonerowinthis table,ifitslist' sschemarequiresmoreentrie esofaparticula ardata typethanar reavailableina asinglerow.Applicationdefine edmetadatafo ordocumentsin ndocumentlibraries alsoresidesinAllUserData,anditisaccessedviajoinswit htheDocsView w.
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RecycleBin.Deletesitemsfromallsitesinthesitecollection. WebParts.ProvidesAvailableWebparts. Webs.Providesconfigurationofeachsite(Web)inthesitecollection.
SharePointBootCamp
AdditionalReading
Databasetypesanddescriptions(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192713&clcid=0x409.
StorageandSQLServercapacityplanningandconfiguration(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192714&clcid=0x409.
MSDN,TablesandViewsathttp://go.microsoft.com/fwlink/?LinkID=192715&clcid=0x409.

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Customizedvs.Uncustomiz zedPages
KeyPoints
Whenyoucreate W easite,aspecia alcollectionoff filescalledthes sitedefinitiong generatesthein nitial,defaultco ontent fo orthesite.Asub bsetofthiscont tentisthepage esthatmakeup pthesite,forex xample,default. .aspx,thehomepage.
Th hedefault.aspxpagedoesnotresideintheco ontentdatabase eitself.Instead, ,itresidesinthe eSharePointro ooton th hefilesystemof ftheWebfront tendservers.A AllsitesinaShar rePointfarm,by ydefault,useth hesamedefault.aspx pa age.Ofcourse,thehomepage eofeachsiteist typicallydiffere ent.Thisissupp portedbecausethedefault.asp pxpage de efinescontenta areasandWebPartzones,buttheactualcont tentandthepr ropertiesofeac chWebPartare e sp pecifictoeachs site,andaresto oredinthesite's scontentdatab base.
ntroot,itissaid Whenapagesuc W chasdefault.aspxispulledfrom mtheSharePoin dtobeuncusto omized.Inprevio ous ve ersionsofShare ePoint,thiswascalledghosted.Usingatoolsu uchasSharePointDesigner,youcancustomizethe pa ageitself.When nyoudoso,the ecustomizedpa ageissavedtot thecontentdat tabase.Atthisp point,theuncus stomized ve ersionintheSharePointrootis snolongerused dforthatsite.T Thus,yourcusto omizedpageiss saidtobecusto omized. In npreviousversio onsofSharePoi int,thiswascall ledunghosted.
Itispossibletore esetasiteorpa agetothesited definition,which hremovesthec customizedpag ge.
endedtomodif fyfilesdirectlyintheSharePoi ntroot.Among gotherproblem msthatcouldari ise: Itisnotrecomme harePointupdat tesandservicepacksmayoverwriteyourcha anges. Sh
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Lab:CreatingaShare ePoint201 10Intranet t

Sc cenario
Yo ouhavebeenas skedtobuildan nintranettosupportcommun icationandcoll laborationrequ uirementsatContoso, Lt td.Youhaverec centlycomplete edtheinstallationofSharePoin nt2010.Youm ustnowconfigu urethefarmus sing th heFarmConfigu urationWizard,andcreatethe elogicaltopolog gytosupportth heinitialbusinessrequirement ts.You ar retaskedwithe establishingaSh harePoint2010 intranetsiteso othatbusinessuserscanreviewthenewfeat tures of fthepublishing gsitedefinition. .Additionally,youhavebeena askedtoconfigu uresitestomee etthecollaboration re equirementsofseveraldivision nswithintheorg ganization.You uwillbeginbyc creatingasitefo ortheInformat tion Te echnology(IT)d department.
1. Start10174A . ACONTOSODC CB. 2. AfterCONTO . OSODChascom mpletedstartup p,start10174A SP2010WFE1 B.

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Exercise1:CreatingaWeb Application
Scenario
Inthisexercise,youwillcreateanewSharePointWebapplicationfortheintranet.The maintasksforthisexerciseareasfollows: 1. CreateanewWebApplication.
Task1:CreateanewWeb application
1. LogontoSP2010WFE1asCONTOSO\SP_Adminwiththepassword,Pa$$w0rd. 2. InSharePoint2010CentralAdministration,navigatetotheWebApplicationsManagement page. 3. CreateanewWebapplicationwiththefollowingconfiguration:
Authentication:ClassicModeAuthentication
Port:80
Hostheader:intranet.contoso.com
Applicationpoolname:SharePointWebApplications
Applicationpoolidentity:CONTOSO\SP_ServiceApps
Databasename:WSS_Content_Intranet
Results:Afterthisexercise,youshouldhavecreatedanewWebapplication,intranet.contoso.com.
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Exercise2:CreatingaSiteCollection
Scenario
Inthisexercise,youwillcreateasitecollectionfortheIntranet,andyouwillsolveproblemsaccessingthenew Webapplication.
1. 2. 3. 4. 5. 6.
CreateaNewSiteCollection. AttempttoOpentheNewSite. AddaDNSHostRecordfortheNewWebApplication. OpentheNewSite. CreateaPublishingSitePage. ConfigurePermissions.
Task1:Createanewsitecollection
InSharePoint2010CentralAdministration,createanewsitecollectionwiththefollowing configuration: Webapplication:http://intranet.contoso.com Title:ContosoIntranet Websiteaddress:http://intranet.contoso.com/ Sitedefinition:PublishingPortal Primarysitecollectionadministrator:CONTOSO\SP_Admin
Task2:Attempttoopenthenewsite
InMicrosoftInternetExplorer,intheaddressbar,typehttp://intranet.contoso.com,andthenpress ENTER. AnInternetExplorercannotdisplaythewebpageerrorpageisdisplayed. Question:Whatisthecauseofthiserror?
Task3:AddaDNShostrecordforthenewWeb application
StartDNSManagerusingtheRunasdifferentuseroption.Entertheusername, CONTOSO\Administrator, andthepassword,Pa$$w0rd.
ConnecttotheDNSserverrunningonCONTOSODC.
Createanewhostrecordinthecontoso.comzonewiththename,intranet,andtheIPaddress, 10.0.0.21.
CloseDNSManager.
Task4:Open thenewsite
1. InInternetExplorer,intheaddressbar,typehttp://intranet.contoso.com,andthenpressENTER.
AnInternetExplorercannotdisplaythewebpageerrorisdisplayed.Ifthiserrordoesnotappearonyour system,continuetothenexttask. Question:Whatisthecauseofthiserror?
2. OpenCommandPrompt,andthenexecutethecommand,ipconfig/flushdns.Thenclose CommandPrompt. 3. InInternetExplorer,intheaddressbar,typehttp://intranet.contoso.com,andthenpressENTER.
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TheWebsitebeginstoload.Becausethisisthefirsttimethatthesitehasbeenrequestedfromtheserver, itmustbecompiled.Thistakesseveralseconds. TheintranetWebapplicationopens.
Task5:Createapublishingsitepage
Createanewpageonthesitewiththename,ImportantPhoneNumbersandwiththefollowingpage content: Incaseofemergency,call911
Task6:Configurepermissions
AddtheCONTOSO\DomainUsersgrouptotheContosoIntranetVisitorsgroup. Results:Uponcompletingthisexercise,youshouldhavebeenabletosuccessfullycreateaContosointranet Website.
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Exercise3:CreatingaSiteCollectioninaNewContentDatabase
Scenario
Inthisexercise,youwillcreateaWebsitefortheInformationTechnology(IT)departmentontheContoso intranet.TosupportbackupandrestoreoperationsaccordingtoContososSharePointgovernanceplan,youwill createtheITintranetWebsiteinitsowncontentdatabase.ThiswillallowyoutobackuporrestoretheWebsite independentlyofthecorporateintranetWebsiteyoucreatedinthepreviousexercise.
1. CreateaContentDatabase. 2. CreateaSiteCollectioninaSpecificContentDatabase. 3. ExaminetheInformationTechnologyWebsite
Task1:Createacontentdatabase
InSharePoint2010CentralAdministration,createanewcontentdatabasewiththefollowing configurationintheWebapplication,http://intranet.contoso.com: Databasename:WSS_Content_Intranet_IT
Task2:Createasitecollectioninaspecific contentdatabase
InSharePoint2010CentralAdministration,createanewsitecollectionwiththefollowing configuration: Webapplication:http://intranet.contoso.com Title:InformationTechnology Websiteaddress:http://intranet.contoso.com/sites/IT Sitedefinition:TeamSite Primarysitecollectionadministrator:CONTOSO\SP_Admin
Task3:ExaminetheinformationtechnologyWebsite
Navigatetohttp://intranet.contoso.com/sites/IT.Spendsometimereviewingandexperimentingwiththe newsite.Youcanmakechangestothesite,butthosechangeswillnotpersistafterthisLab. Results:Afterthisexercise,youshouldhavecreatedtheintranetWebsiteforContososInformation Technologydepartment.
Whenyoufinishthelab,revertthevirtualmachinesbacktotheirinitialstate.Todothis,completethe followingsteps:
Onthehostcomputer,startMicrosoftHyperVManager. RightclickthevirtualmachinenameintheVirtualMachineslist,andthenclickRevert. IntheRevertVirtualMachinedialogbox,clickRevert.
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ReviewQuesti ions
1. Whywouldy . youcreatemor rethanonecontentdatabaseiinaWebapplic cation?
2. Ifyouweret . tocreateanoth hersitecollectio onintheintrane etWebapplicat tion,inwhichcontent c databasewo oulditbecreate ed?
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Module3
DesigningaLogicalArchitecture
Contents:
Lesson1:IdentifyingBusinessRequirements Lesson2:OverviewofSharePoint2010LogicalArchitecture Lesson3:DocumentingYourSharePoint2010Environment Lesson4:DocumentingtheLogicalArchitecture Lab:DesigningaLogicalArchitecture
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Modu uleOverv view
Th hismodulediscu ussestheimpor rtanceofusing theMicrosoft SharePoint20 010productsto ocreatealogica al ar rchitecturedesi ignbasedonbu usinessrequirem mentsbeforeyo ouimplementa asolution.Them modulecovers co onceptualconte ent,definingalogicalarchitect ture,andtheco omponentsofS SharePoint2010 0thatyoumust tmapto bu usinessspecifica ations.
Re equirementsgathering,andthedevelopment tofasolutiond esign,areacom mplexareaofst tudy.Thereisarange of fstructuredme ethodsforident tifying,analyzing,anddocumen ntingsystemsa ndbusinesspro ocesses.Thismodule re eviewssomeofthetechniques sforanalyzinganddesigningbu usinesssolution nsforSharePoin nt2010,rather than an nyspecificstruc cturedmethodo ology.
Objectives O
Af ftercompleting gthismodule,youwillbeable to:
Identifybusi inessrequireme entsanddescrib behowbusines ssrequirements saffectthelogic calarchitecture eofa SharePoint2 2010deployme ent. Mapbusines ssrequirementstoSharePoint2010architect turecomponent ts. Explainthei importanceofd documentationanddescribeth heoptionsford documentinglo ogical architecture e. Describehow wtodocument talogicalarchit tecturedesign.
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Lesson1

Id dentifying gBusiness sRequirem ments
Th hislessonbeginsbyexplainingtheimportance eoflogicaldesi gnwhenyouar replanningaSh harePoint 20 010deploymen nt.Youcanonlydesignasucces ssfulSharePoin t2010solutionbygainingdeta ailedknowledgeof an norganizations sbusinessrequi irements.There equirementsm ustincludebot thfunctionalan ndnonfunctiona al bu usinesssuccesscriteria.Bygath heringthisinfor rmation,youca andesignalogic calarchitecture eforthebusiness th hatisthefoundationofmorefeaturecentere eddesignforind dividualcompo nentssuchasSearchorbusine ess in ntelligence(BI).
Objectives O
Describethe eimportanceof fplanningalogicalarchitectur re. Describethe eguidelinesforgatheringrequirements. Listapproac chestorequirem mentsgathering g. Describefun nctionalrequire ements. Describenonfunctionalreq quirements. Describehow wtoorganizein nformation.
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Im mportanceof fPlanningtheLogicalArchit tecture
KeyPoints
Th hecorecapabilitiesforSharePoint2010includ de:
Sites.ShareP Point2010can provideallbus siness Websites s:corporateint tranet,extranet,orInternets sites; projectsites s;personalsites s;andsoon.You ucanbaseallo oftheseonasin nglearchitectur reandevenasi ingle farm,whichmakesmanage ementanddeve elopmenteasie r.
Communitiesorsocialcomp puting.SharePo oint2010delive ersarangeofso ocialcomputing gfunctionalitya and solutions,includingpersona alsites,wikis,blogs,discussion forums,andta agging.Allofthesecanbedeliv veredin thecorporat tefarmandcor rporatesecurity ystandards.
Contentman nagement.Shar rePoint2010pr rovidesdocume ent,records,We ebcontent,and ddigitalasset managemen ntthatintegrate esseamlesslyw withMicrosoftO Office2010,and dpreviousversio onsoftheMicrosoft Officesystem.
Search.Shar rePoint2010pr rovidesarange ofenterprisese earchoptionsfo orintranetsear rchandpeoplesearch, andaplatfo ormtobuildsearchdrivenappl lications.
InsightsorBI.SharePoint20 010providesar rangeofBItoollsincludingExce elCalculationServices, PerformancePointServices,andVisioServicesthatdelive rBIfunctionalit tytoinformatio onworkersinth he formofdash hboards,keype erformanceindicators(KPIs),an ndWebParts.
Composites.SharePoint201 10providesfunctionalityforin nformationwor rkerstodevelop psolutions,ofte en accessinglin neofbusiness(LOB)datatopo opulateapplicat tions.
llofthesearee enterpriseready ycapabilities,so oitisessentialt thatyouundert takearigorousdesigntoensurethat Al yo oursolutionpro ovidesfunctiona alitythatmeets sbusinessrequiirementsandismanageablefo orITstaff.Each ca apabilityinShar rePoint2010isdesignedtome eettherequirem mentsofrelated dworkloads,su uchasenterpris se co ontentmanagement(ECM)andWebcontent management( (WCM),asShare ePointServer2 2010becomesm more bu usinesscriticalintheenterpris se.
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Es ssentialsofRe equirementsGathering
KeyPoints
Acommonreaso onforthefailure eofanITdeplo oymentislacko ofeffectiveplan nninganddesign n.Technologists s eldomfailtoins stallandconfigu uresoftwarean ndhardwarepla atforms,butde ploymentsofte endonotmatch h se th hebusinessgoalsoftheorganiz zation.Thefirst t,andprobably mostimportan nt,componento ofasuccessful Sh harePoint2010deploymentisathoroughkno owledgeofthet targetorganiza ationanditsbus sinessgoals.Ifa a Sh harePointarchit tectfailstocapturetheserequ uirements,itish highlyunlikelyt thattheeventu ualsolutionwill su ucceedfromthe ebusinessviewpoint.
As sasolutiondesigner,youmust tgatherkeybus sinessinformat tiontoensuret hatyoursolutio onreflectsthe re equirementsandgoalsofyourorganization.T Therearesevera alessentialdos anddontsforg gatheringbusin ness in nformation.
Assemblingth A heRightBusin nessTeam

Th hefirststepisto ogatherateam mthatknowsthebusinessand hastheauthoritytomakedec cisions.Thissho ould in ncludeabusines ssandITsponso or,keystakehol lders,andbusin nessusers.Youc canextendtheteamtoinclude te echnicalexperts s,dependingon nyourorganizat tionsplatform infrastructure. Ifyoudonothavethecorrect tgroup in nplace,youwillstruggletodisc covertherealb businessrequire ementsandtog geteffectiveval lidationofyour r an nalysis.
PreparingYourQuestions
Yo oushouldprepa areyourquestio onsbeforeyou starttheinform mationgatherin ngprocess.Byd doingthis,youc can di irectthediscuss siontoensuret thatyougetthe einformationth hatyourequire e.Acommonmi istakeamongnew ar rchitectsistole etusersdrivetheinformationg gatheringproce ess,whichcanm meanthatthein nformationisth horough in nsomeareas,bu utdoesnotgive ethedesignerthenecessaryin nformationtom mapagainstalat tertechnicalde esign. Th hiscanleadtor repeatinterview ws,whichcanbedifficulttoar rrange.Thismay yleadtoalossofconfidencefrom se eniorbusinessfi igures.
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Fo ocusingonth heBusinessR Requirements s

En nsurethatthed designisbusines ssled.Aperfec ctITimplement tationthatdoes snotmeetbusin ness re equirementsiso oflittleusetoth hebusinessand dwillleadtolos ssofconfidence einITsolutions s.The de evelopmentfro omtechnicianto odesignerrequiresthatyouas ssesstechnologybasedonitsabilitytoservice e bu usinessrequirem ments,ratherth hanreviewingitstechnicalfun nctionalityorbu uildquality.
Es stablishingaLicensingBudget
Th helogicalarchit tecturemustreflectbusinessrequirements,b butitshouldalso oreflectfinancialpossibilities. .You sh houldestablisht theSKUsandop ptionsnecessar rytofulfillbusin nessrequireme ntstoensureth hatthesearere ealistic withinyourbudg w get.Thisshouldalsoreflectthe erequirementf foradditionalso oftwareorplatf forms,suchasO Office 20 010orMicrosof ftSQLServer2 2008.
In ncludingFunc ctionalandNonfunctional lRequiremen nts

Agooddesignmaybeonethatcausesleastfrustration.Thism meansthatyoumustdesigntoensureboth unctionalandno onfunctionalsu uitability.Usersquicklybecome eirritatedbyas solutionthatisslowornotava ailable fu whentheyrequireit.Youmustgatherbothfun w nctionalandno onfunctionalinfo usethelatterw will ormationbecau ha aveamajorinfluenceonyourdesign.
MaintainingD M Documentatio on
Whenyouhaveg W gatheredinform mation,makesu urethatyoudo cumentthereq quirementsand dthelogicalsolu ution.If re equirementscha ange,youmust tupdatethecor rrespondingdoc cumentationac ccordingly.Withoutcurrent do ocumentation,itwillproveimpossibleforyou urteamtocom pletethedesigneffectively.
Itisoftenjustasimportanttoav voidinformatio ongatheringha zards,soyoush houldmakeeve eryefforttoavo oid ommonrequirementsgatherin ngmistakes. co
AvoidingTechnologyBased A dDesign
Yo oushouldnotfo ocusyourlogica aldesignonagiventechnology y.EvenifyouaredesigningaS SharePoint 20 solution, you may find that there are businesscritica l components that require additional solut 010 y tions or in ntegration. Failu to identify these may lea to a solutio n that does no meet busine requiremen You ure ad ot ess nts. sh houldidentifyre equirementsthatmaybeouto ofscopeforthi sparticularpro oject.
Sh harePoint2010hasarangeofgreattechnical capabilities,bu utyoushoulden nsurethatyour rsolutionisbasedon bu usinessrequirem ments,notsolutionfeatures.T TheSharePoint2 2010featuresm maydeliverthefunctionalityth hat so olvesabusinessrequirement,b butyourdesignmustalwayspu uttherequirem mentbeforethe efeature.
AvoidingLeadingQuestion A ns
Whenyouprepareyourquestio W ons,donotmak kethemmatchy yourpreferred solution,otherwisethereisan n in ncreasedchance ethatyouwillm missarequirementthatdoesn notfitwithyour rpredefinedsolution.
UpdatingDocu U umentation
De esigndocumentationisaseto oflivingdocume ents.Aschanges soccur,youmu ustreturnandu updateplansso othat yo ouhaveanongo oingbusinessan ndtechnicaldescriptionofthe eproject.Ifyoufailtodoso,th hedocumentation maybecomeade m escriptionoftheinitialdesign,whichyoucan notuseforsign nofforrebuilds s.
Fo ormoreinformationaboutSha arePoint2010licensing,see
ht ttp://go.micros soft.com/fwlink k/?LinkID=20084 49&clcid=0x409 9.
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Approachesto oRequiremen ntsGathering
KeyPoints
Whenyouneedt W tofindoutaboutbusinessrequirements,you mustaskmana agersandstaffw whoworkinthe e bu usiness.Thisma ayseemobvious,butsometime escomputeran nalystsidentifyt thetechnicalso olutionandthenforce th hebusinesstofi it.
MethodsofInformationGa M athering
Co ommonapproa achestoinforma ationgathering ginclude:
Sponsorand dstakeholderinterviews.Youm mustengagewit thbusinessspo nsorsandstake eholders.Thesepeople havetheove erarchingvision nforthebusinessandthesolu tionthattheyr require.Busines sssponsorsand d stakeholder rsoftenhavebu udgetarycontro oloftheproject t.Questionsmayinclude: Whatis sthebusinessvisionfortheorg ganization? Whatis sthebudgetfor rtheproject?
Focusgroup ps.Itisoftenmo oreeffectivetogatherteamst ogetherinfocu usgroupstodisc cussbusiness requirements.Youshouldw workwithyour sponsorandse eniorstakeholde erstoidentifythecomposition nofthe groupssoth stionsmayinclu hatyoudonotg getaskewedpe erceptionofthe ebusiness.Ques ude: Whatkeytechnologyf functionsarere equiredforyour rbusinessdivisi ion? Whatb benefitsdoyouwanttorealize fromaSharePo oint2010deplo oyment?
Userintervie ews.Withtheh helpofthebusin nessstakeholde identifykey ers, yusersintheor rganization. Theseindividualswilloftenhaveindepth knowledgeofb businessprocess ses,andmayha aveabig influenceindecisionmakin ng.Questionsm mayinclude: Whatarethekeyactiv vitiesofyourde epartmentandw whatfunctiona alitydoyouneedtoexecuteth hese functions? Whatarethemajorpr roductivityissue esfacingyourd departmentthat vedthroughnew w tmayberesolv technologies?
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User questionnaires. These can provide an effective means of quantitative information gathering. A questionnaireshouldbe wellstructured,enabling you to gather key information for trend analysis. For example,socialcomputingisanendusersolution.Itisessentialthatyouunderstandwhattheendusers expectfromanysocialcomputingsolution.Questionnairesoftenconsistofseveralclosedquestionsanda fewopenendedquestions,whichmayinclude:
Doyouneedtousesocialcomputingfunctionalityforyourwork? Whatbenefitswillthisoffer?
Existingbusinessprocesses.Ifthereareexistingbusinessprocessesthatyoursolutionmustsupersedeor complement,youmustreviewthese.Fromatechnicalviewpoint,youmayneedtointegratesolutions,but youshouldfirstunderstandthefunctionofanyexistingsystemsorprocessesandhowusersvaluethem.You shouldnotquestionexistingbusinessprocessesdirectly,butyoushouldanalyzethemtoidentifyelements suchas: CanwerecreateorextendthisfunctionalityinSharePoint2010? Whatdegreeofcustomizationisnecessarytorecreatethisfunctionalityandwhatwillbethecostin resources?
RulesofEngagement
Whenyouorganizeanybusinessrequirementsgatheringsessions,youmustcreaterulesofengagement.Itis particularlyimportantthatyouestablishtimeconstraints.Youshouldgenerallylimitmeetingstoonehour, althoughthisisclearlyadiscretionaryfigure.Somemeetingsmayrequiremoretime,particularlyforlargerteams orfocusgroups.Theonehourdurationisbasedonthefactthatmostpeoplearemostattentiveinthefirst40 minutesofameeting.Ifpossible,youshouldgetthecorebusinesscompletedduringthistimeandusethefinal20 minutestoconfirmdecisions.Youcannominateamediatortoleadthesessionsandanotetakertotakedetailed notes.
Allmeetingsshouldhaveanagendawithclearlydefinedgoalsofwhatyouwanttoachievefromthemeeting. Withoutanagenda,meetingsmaylackfocus,andsomeusersmaydirectdiscussionstoapersonalagenda.When usersraisetopicsthatareoutsidethescopeofthemeeting,youmustpointoutthatsuchtopicsareextraneous andagreetoaddresstheminaseparatemeetingifnecessary.
TypesofInformation
Theoptionsofqualitativeversusquantitativeanalysiscanbeimportant,andbothapproachesareusefulin gatheringbusinessrequirements.Qualitativeanalysistakesinformationfromasmallerbutbetterinformedgroup, whereasquantitativeanalysisdrawsinformationfromalargergroup.Thekeystakeholdersandbusinessmanagers representqualitativeinformationbecausetheyshouldhavethegreateroverviewofbusinessgoals.However, quantitativeanalysis,whichisoftenintheformofquestionnairesorlargerfocusgroups,canhighlightbusiness processesthatareunknownorunimportanttothebusinessmanagementteam.Reviewexistingbusinessprocesses toensurethatyouunderstandhowthebusinessworks.
ReviewingDocumentation
Always capture minutes of the meetings and allot time for attendees to review, validate, and sign off your analysis. Make sure that your documentation reflects business language, rather than transposing business requirementsintocomputerjargon.
Question:Describeanydifficultiesyouhaveencounteredingatheringuserrequirementinformation.
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Fu unctionalPlann ning
KeyPoints
Fu unctionalplanningidentifiesth hefunctionsor businessaction nsthatyoumus stbuildintoyou urdesign.Youshould de efinevariouslev velsoffunction nalityinyourinf formationgathe ering.Thesevarydependingontheaudience ethat yo ouinterview.M Moreseniorbusinessleaderstendtohighlight overarchingfun nctionality, su uchasusabilityandincreasedp productivity,wh hichmayappea arconceptualan ndvaguelydefined.However, yo ourdesignwillb bemeasuredby ythesefactors, soyoumusten nsurethatyoue establishmetricsbywhichthes semay be emeasured.Forexample,youcanmeasureproductivitybyt thespeedwithw whichauserca anperformatas sk.If th hereisanexistin ngproductivitybaseline,youm mustexceedit.I Itisusefultofin ndtheexistingbaselinebecaus se pr rovinganincrea aseinproductiv vitywithoutthis smayprovever rydifficult.
In nformationworkersareoftenm morepreciseintheirfunctiona alrequirements s.Youmustdocumentthese fu unctionalrequir rementsthoroughlybecauseth heymayultimat telyprovidethe ebestproofofoverallproduct tivity im mprovements.
Yo must remember that there is a difference between f ou function and f eatures. The former represen a nts bu usinessrequirement,whereasthelatterdesc cribesanapplic cationorplatfo ormcapability.F Featuresmust meet fu unctionalrequir rements,butind dividualfeature esmaybeunne cessaryforabu usinesssolution n.
Th hereisarangeo ofcommonfunctionalrequirements,butthe mostimportan ntistheneedto operform bu usinessprocesses:
Youmustma apcommonfun nctionalitydirec ctlytobusiness processes.The solutionmustb beabletoperfo orma taskorachie eveagoal.Aspa artofyourinformationgather ring,youmustl istthekeybusinessprocesses that yourShareP Point2010solut tionmustcomplete.Ensuretha atyouundersta andnotonly thetask,but talsothescope eofthetask.Forexample,ther remaybeareq quirementtotagdocuments consistently acrossanentir reorganization.Alternatively,t tagsmayneedt tobeuniqueindivisions.Youm may havetodeployacorporate einformationar rchitecturetaxo onomythatisaugmentedbydivisionallyspec cific taxonomies.
Theadministrationofdepartmentalorpro ojectWebsitesmaybeacorer requirement.Th hiscanaffectoptions suchassitepermissionsors selfservicesite ecreation,forex xample.
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Authenticationandauthorizationarealwaysimportantindesign.Youmustensurethatsecurityisrobust, ascorporategovernancespecifies,butcomplexlayersofsecuritymustnotimpedetheindividual functionsandtasks. ManyorganizationsrequireITsolutionstoconformtoregulatoryorstatutoryauditrules.Thismayextend beyondtheboundsofuserapplicationstoincludetheapplicationplatformitself.Makesurethatyou understandthelevelsofauditandreportingrequirementsforregulatorycompliance,sothatyoucanapply appropriatepoliciesinSharePoint2010forongoingdatamanagement. Mostcorporateenvironmentshavecomplexintegrationrequirements,whichinvolvedatabeinggenerated orcollatedinonesystemandvisualizedoranalyzedinothers.Yourdesignmustidentifythepotential interactionbetweensystems,includingauthenticationoptions. Youshouldalsoidentifyanyreportingrequirementsfordivisionsinyourorganization.Thismaybean importantelementofBI,whichmaynotbeatermthatanyoneinthebusinessuses.Youmustbeawareofthe SharePoint2010functionalityandhowitmapstothebusinesslanguagethatyou gather.
Thereareelementsoffunctionalandnonfunctionalplanningthatcanmerge,suchasauthenticationversus security.Itisimportantnottobeoverlyconcernedaboutwhetherarequirementfallsintoeithercategory;if thebusinessrequiresacapability,youshoulddocumentitandincludeittoinfluenceyourdesign.
Question:Listsomefunctionalrequirementsthatyoucanidentifyinyourorganization.
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PlanningforNo onfunctionalR Requirements s
KeyPoints
Itismorecommo onforbusinessuserstoempha asizefunctional ratherthanno onfunctionalele ements,butfailure oincludethelat ttercanhaveacatastrophicef ffectonyourfin nalsolution.Alt houghusersandstakeholders to as ssumethatasys stemwillalway ysbeavailable,y youmustplanf formaximizingavailabilityorp performance.In nyour lo ogicaldesign,ele ementssuchasscalability,perf formance,ands aveamajorimp pactonwhethe eryou securitymayha de eployasinglefa armormultiple efarmsforanorganization.
Th hemostcommo onnonfunctionalrequirementsfocusonsyste emcapability,availability,perf formance,ands soon. Th hesemayhaveagreaterimpac ctonphysicaldesign,butyouu usuallyonlyhav veoneperiodo ofrequirements s ga athering,soyou umustmakesurethatyouget alloftheinform mationthatyou urequire.
Ke eyareasofnonfunctionalplanninginclude:
Performance e.Ensurethaty yourdesigniden ntifiesperforma anceissuessuch hasthenumberofuserswhoa access theenvironm mentatpeaktimes.
Capacity.Yourdesignmustprovidesufficie entcapacityove eraneffectiveh agementperiod d,which hardwaremana isnormallyt twoyears.Thismeansthatyou uhavetospecif fysystemsthatp provideadequa atestoragefort this period.Inad dditiontothebasesystems,yo oumustanalyze ethegoalsofth hebusinesstoe enablecapacity for forecastgrowth.Youmustalsobeconvers santwithrequir rementsthatar respecifictoSh harePoint,such as softwareboundaries,toensurethatdatav volumesdonot texceedyourlo ogicalarchitectu ure.Forcapacit ty planningfor rSQLServer,youmaywantto enlistexpertise efromadataba aseadministrato or.
nvolvescalingu Scalability.Y Yourdesignmus stensurepotentialforgrowth throughscalab bility.Thismayin up,by upgradingth heinitialsystem ms,orscalingou ut,withtheadd ditionofsystem stosharework kloads.Yourlog gical designshouldalsoprovideoptionsforexte ensibilitythroug ghscaling.Itisr rareforanenvironmentasrichand variedasthe eenvironmentthatSharePoint t2010offersto oremainstatic. Youwilloftenf findthatyoum mustadd orextendfu unctionalitysuchassocialcomp puting,BI,orSe earchinanorga anization.
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Availability.Usersassumethatsystemswillalwaysbeavailableforthemtouse,soyouhavetobuildthis resilienceintoyourplan.Nosystemcanguarantee100percentavailability,soanyservicelevelagreement (SLA)shouldestablishthepercentageofdowntimethatisacceptableforbusinesscontinuity.Thisrelates closelytoavailabilitysolutionssuchasdatabaseclusteringandnetworkloadbalancing.However,your logicaldesignmustensureadequateavailabilitythroughthedivisionoflogicalcomponentsacrossWeb applications. Security.Securityisanoverarchinggoal,soyourdesignmayhavetointegratewithorganizationwide standards.Secureauthenticationmayalsoaffectyourlogicaldesign.Youmustensurethatyouaccommodate secureauthenticationrequirementsbyidentifyingthedivisionofsitecollectionsandsites. Manageability.Ifyourdeploymentrequiresselfserviceprovisioning,youmustensurethatboth administrativestaffanddelegateduserscanmanageyoursolution. Interoperability.SharePoint2010providesauserenvironmentthatcanvisualizeexternaldatasources,for example,throughoutoftheboxWebParts.Yourdesignmustaccommodatetheserequirements.
Businesscontinuity.Asanextensiontoavailability,youmustaddressbusinesscontinuity,ordisaster recovery,options.Thisisoftenanorganizationwidestrategy,butyoushouldreviewtheSharePoint 2010requirements.
Thereisnodefaultpriorityforthesenonfunctionalrequirements.Youmustprioritizeeachonebasedonthe businessrequirementsofyourorganization.Whenyouhaveestablishedtherequirementsforeachone,review yourresultswiththekeystakeholderstoestablishthepriority.
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OrganizingYou O urInformation n
KeyPoints
Irrespectiveofho owcarefullyyourecordedtheinterviewinfor rmation,youm ustorganizeita aftertheinform mation atheringproces sshasfinished.Y Youmustcatego orizeinformatio onbyfunctiona alandnonfunct tionalelements sacross ga th heorganization,identifyingdiv visions,departm ments,users,and dexternaluser rs,andaccommodatingtheirva arious re equirements.By ydoingso,youcanidentifyhow wyoucanmap pthelogicalstru uctureoftheor rganization.
Ca ategorizational lsoenablesthedesignertorati ionalizerequire ements,simplify yingadesignan ndminimizingrepetition or rduplicationof effort.Asinmo ostpatternsana alysis,relatively yfewpatternsa arereplicateda acrossmost or rganizations.Yo oumustidentify ythecommona alities,assessan yindividualreq quirements(whichyoucantreatas ex xceptions),anddevelopyourp planbasedonth hismoremanag geablebodyofi information.
Th hekeystakeholdersandthebu usinesssponsor rmustsignofft hefinalversion noftherequirementsinformat tion.This do ocumentationisthebusinesss specificationoftheprojectand damendmentss yourchangecontrol shouldtriggery pr rocess.Inadditi ion,seniorITsta akeholdersshouldsignoffthe nonfunctionalcomponentsto oensurethatth he elementsofyour rrequirementsthatdonotrela atetoSharePoi nt2010,sucha assecurityorne etworkperform mance, ar reagreed.
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Lesson2

Overviewo SharePo 2010L O of oint LogicalArc chitecture e
Th helogicalarchit tectureofyourbusinessisthe basisforyourd design.Whenyo ouhavegathere edthebusiness s re equirements,yo oumustmaptheseagainstthe SharePoint201 10logicalarchit tecture.Thismo oduleprovides an ov verviewofthek keylogicalarchitecturecompo onentsinShareP Point2010.Usin ngthisinformation,youcanm makekey de ecisionsabouth howSharePoint t2010canservi iceyourbusines ssrequirement ts.
Objectives O
Definelogicalarchitecture. . ListtheShar rePoint2010log gicalarchitecturecomponents s. Describehos stingandmulti tenancy.
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WhatIsaLogicalArchitectu W ure?
KeyPoints
Mostnewsolutio M onarchitectsfocusonphysicalhardwaredesig gn,ratherthan thelogicalarch hitecture.Thisisoften ea asierfornewar rchitectstound derstandbecaus setheyaremor refamiliarwith specifyingphys sicalsystempro operties su uchasdiskcapacityormemory y.
Th helogicalarchit tecturedocume entsthenonphy ysicalstructure ofasolution,d designedtofulfi illbusiness re equirements.
Th helogicalarchit tecturedoesno otspecifyanyse erverrelatedfu nctionalitysuch hastheamoun ntorsizeofserv ver ha ardware.Rather,itreflectsreq quirementssuch hasseparation ofdepartment alinformationo oruseraccess.T These re equirementsdonotrelatetoanygiventechno ologiesorplatfo orms.Althoughyoumayidentifytheneedfor r da atabases,alogic calarchitecture edesigndoesno otspecifyapred aseengine. defineddataba
Oneofthemostimportantaspe ectsofalogical architecturede esignisthatsta akeholdersshou uldrecognizeitasatrue eflectionofthei irbusiness;otherwisetheycan nnotagreetosiignoffyourdes sign.Thismeansthatyoumustprovide re in nformationinanontechnicalfo ormatthatclear rlydocumentsb businessrequire ements.
Th hiscourseisabo outdesigningSh harePoint2010solutions,butt thisshouldnot influenceyourlogicalarchitec cture de esign,whichsho ouldbesolution nagnostic.How wever,youshou uldrecognizeth herequirementsthatmayrelateto Sh harePoint2010andwhereothersolutionsma ayneedtointeg gratetoservicebusinessrequirements.
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Sh harePoint2010LogicalArch hitectureCom mponents
KeyPoints
Th heSharePoint2 2010logicalarch hitecturehasse everalcorecom mponentsthatw willinfluenceyo ourdesign.
Se erverFarms
Aserverfarmrep presentsthetop plevelelement tofadesign.
everalcriteriath hatyourorgani izationdeterminesmayaffect thenumberof serverfarmsth hatare Se re equired,including:
Separateope erationaldivisio onsofresponsib bility.
Dedicatedfu undingsources.
Separatedatacenterlocations. Regulatoryr requirementsfo orphysicalisolationbetweens sites.
However, you can satisfy man isolation req ny quirements on a single serve farm. For ex er xample, you ca use an ifferent Interne Information Services (IIS) application po et ools with diffe erent process i identities to ac chieve di isolationatthep processlevelfor rbothsitesand serviceapplica tions.
Se erviceApplications
Aserviceapplicationprovidesaresource,orresources,thatca anbesharedac crosssitesinafa armoracross multiplefarms. m
In nMicrosoftOffic ceSharePointS Server2007,ser rviceresourcesw weresharedintheSharedServicesProvider( (SSP). Th hisarchitecture ehaschangedin nSharePoint20 010toprovideg greaterflexibilit tyandgranulari ityofservice.Th he se erviceinfrastruc ctureisnowimp plementedinM MicrosoftShareP PointFoundatio on2010andSharePoint2010. You ca andesignanddeployindividua alservicesindep pendently,andy youcanaddthi irdpartyservic cestoyoursolu ution. Th hismeansthaty youcandeployonlytheservice esserviceapp plicationstha atarerequiredt toafarm.
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ServiceapplicationsareassociatedwithWebapplicationsandcanhavevariousconfigurations:
Webapplicationscanuseonlytheservicesthatarerequired,ratherthandeployingallservicestoall Webapplicationsirrespectiveofwhethertheywillbeused. Youcandesignmultipleinstancesofthesameserviceinafarmandassignuniquenamestoeach. YoucanshareserviceapplicationsacrossmultipleWebapplicationsinthesamefarm. Youcansharesomeserviceapplicationsacrossfarms.
ApplicationPools
InIIS7.0,anapplicationpoolisagroupofoneormoreURLsthataworkerprocessorsetofworker processesserves.
WhenyoucreateWebapplicationsandservicesinSharePoint2010products,youcaneitherselectapreexisting applicationpooltouseorcreateanewone.Eachapplicationpoolhasitsownworkerprocessandcanhavea separateidentity(securityaccount),whichpreventstwoprocessesfrominteracting.
WebApplications
AWebapplicationisanIISWebsitethatSharePoint2010createsanduses.YoucanextendaWebapplicationupto fourtimestocreateadditionalzonesinSharePoint2010,whichresultsinuptofiveIISWebsitesthatareassociated withasingleWebapplication.EachIISWebsiteisassociatedwithadifferentzoneandyoucanassignaunique domainnametoeach.
Zones
Zonesrepresentdifferentlogicalpaths(URLs)togainaccesstothesameWebapplication.IneachWeb application,youcancreateuptofivezonesbyusingoneoftheavailablezonenames:Default,Intranet,Internet, Custom,orExtranet.ThisdivisionintozonesenablesyoutoprovidemorethanoneURLforuseraccess,which enablesyoutoprovidemultipleauthenticationoptions.
TheDefaultzoneisthezonethatisfirstcreatedwhenaWebapplicationiscreated.Youcancreatetheother zonesbyextendingaWebapplication.
ContentDatabases
Bydefault,allcontentforaWebapplicationisstoredinonecontentdatabase.Youcanseparatecontentinto multiplecontentdatabasesatthesitecollectionlevel.Acontentdatabasecanincludeoneormoresite collections.Asinglesitecollectioncannotspanmultipledatabases.
SiteCollections
AsitecollectionisperhapsthemostimportantSharePointlogicaldesignelement.Sitecollectionsarealogicalset ofSharePointsitesthatsharethesametoplevelsiteandcertainadministrativesettings.Eachsitecollection containsexactlyonetoplevelWebsiteandzeroormoresubsites.Sitecollectionsarethehighestleveloflogical containmentwithinSharePoint;filesandotheritemscannotbestoredatanylevelhigherthanasitecollection.In addition,sitecollectionsareautonomousandindependentofeachother;eachsitecollectionhasitsownsecurity model,storagelocation,andconfigurationsettings.
Sites
Asiteisalogicalunitofcontainmentthatcontainslistsandlibraries,permissionlevels,andconfigurationsettings. Typically,asiteisrepresentedbyoneormoreWebpages,whichvisuallydisplayWebPartsandotherUIcontent. Eachsitecandefineitsownsecurityorcaninheritfromitsparent.Sitesarecontainedwithinasitecollection.
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ListsandLibraries
Alist(orlibrary)isalogicalcontainerthatholdsacollectionofsimilaritemssuchascontacts,appointments,and documents.Eachlistorlibrarycontainsanumberofcolumnsofvariousdatatypes(forexample,textanddate). Listsalsocontainconfigurationsettings,permissionlevels,andviews.
Items
AnitemisthemostgranularlogicalelementinSharePoint,andrepresentsasingularunitofcontent.For example,anitemcouldbeadocument,acontact,oracustomrowofdata.
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HostingandM MultiTenancy
KeyPoints
Yo oucandefinehostingandmult titenancyasfo ollows:
eprovisionofdistinctSharePoi int2010service estoagroup,us suallyanextern nal Hosting.The organization n. Multitenancy.Thearchitec cturalprinciple whereasingle instanceofthe esoftwareserve esmultipleclien nt organization ns(tenants).
Multitenancyisprimarilydesignedforhosting M gcompanies,wh hosupplyShare ePointservicest toexternal te enantcustome ers.Administrat torscandeploy yandmanagefe eaturesandserv viceswhilegivin ngtenantscont trol ov vertheusageandexperience.
Multitenancyre M eliesonsitesubs scriptionsands subscriptionIDs s.Tenantsiteco ollectionsaregr roupedtogethe erby sit tesubscription basedonacom mmonID.Thesu ubscriptionIDm mapsfeaturesandservicesand dalsopartitions s se ervicedataacco ordingtotenant t.
Oneormoreoft thefollowingfactorsusuallydr rivetheinclusio onofinternalho ostinginabusin ness de eployment:
ndITcosts.Eachenvironment,whichissome etimesreferred toasaproperty,requires Hardwarean uniqueconf figurationandthushardwarea andmanageme ntresources. Selfmanage ement.Usersca anmanagetheir rownenvironm ments,ratherth hanhaveacentraldepartment t provisionallservices.
Financialres sourcemanagem ment.Multiten nancy,whichisd designedprima arilyforhosting gcompanies,ise easyto defineforth hepurposeofin nternalcrossch harging.
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Lesson3

Document D tingYourS SharePoin nt2010Env vironment t
Do ocumentationisakeyelementofdesign.Com mmonly,docum mentationfollow wsthedevelopm mentofasoluti ion, wherebydevelop w persdocumentthetechnicalas spectsofadesi gn.Thislessond discussesdocum mentationofyo our Sh harePoint2010deployment.D Documentationisanessentialt toolforsupport tandongoingso olutiondevelop pment, so oyoumustunde erstandwhatyo oushoulddocumentinaShare ePoint2010env vironment.
Objectives O
Explainwhyyoushoulddoc cumentyourSh harePoint2010 environment. Describethe eareasofyourS SharePoint2010environment tthatyoushoul ddocument.
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WhyDocumen YourShareP W nt Point2010Env vironment?
KeyPoints
Yo ourdocumentationhasseveralusesandyoum mustdirectitto oarangeofcon nsumers.Thism meansthatyouw willhave se everallayersofdocumentation nthatbuildone eachothertode escribeoverarc chingbusinessr requirementsth hrough to oindividualproc cessdocuments s.Nosinglegrou upconsumesalllofthedocumentation,butallofitwillbeus sed du uringthelifeof fyourdeployme ent.
St takeholdersa andBusinessUsers
Th heinformationthatyougatherdefinesthebu usinessrequirem mentsforyourdesign.Itisesse entialthatyour rbusiness stakeholders, and dpossiblyinformationworkers s,ratifythisinfo ormation.Thism meansthatyou umustmakeyour do ocumentationc consumablebybothoftheseg groups,organizi ngtheirintervie ewsorrespons sesintoastruct tured fo ormat.Stakeholdersandotherpotentiallynon ntechnicalperso onnelmustbea abletoviewthe edocumentatio onto maptheirgoalsinyoursolution.Thedocumentationthatyou createactsasb m bothavalidatio ontoolforsign offby stakeholders,and dachangecont troltrigger.Ofc course,thedoc cumentationisa alsothebluepri intfordevelopm ment, de eployment,and dmaintenance.
So olutionArchitects
So olutionarchitec ctsusethelogicalarchitecture designtoplana asolution.The logicalarchitec cturedesign un nderpinsalloft theworkthatco omeslaterinth hesolutiondesi gn.Youmuste nsurethatyouhavethorough do ocumentationt toenablethemtomapthephy ysicalarchitectu ureinlaterdesi ignprocesses.
Sy ystemAdmin nistrators
Sy ystemadministr ratorsuseyourdocumentation nparticularlyt thephysicalde signdocumenta d ationtobuild an ndconfiguresys stemssothatth heymeetfuncti ionalandnonfu unctionalbusine essrequiremen nts.
Developers D
Be eyondthebase earchitecturald design,develope erswillusethes setablesanddiagramstoidentifyfunctional co omponentsofanycustomizeddesign.Foreachcustomcomp ponent,therew willbemoredet tailedanalysis
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anddesign,butthelogicalarchitecturedesignrepresentstheenvironmentinwhichanycustomizationexists.
LivingDocumentation
Oneofthebenefitsofdeliveringpublisheddocumentationfromtheoutsetofyourprojectistheabilitytomanage change.Itisnavetoimaginethatyou,orthebusinessusers,cancreateaninitialsetofdocumentationthatgets everythingright.Thismeansthatyourdocumentationisalivingentity,which youmustkeepupdated.Itmayseemthatthispointislabored,butthesinglebiggestweaknessofmost documentationisthatitisseldomcurrent.
Youmustestablishdocumentationchangemanagementtaskssothatyoucanbesurethatyourfinal documentationmatchesthebusinessrequirements.Formajorchangesandadditions,thisshouldinclude validationbybusinessstakeholders. Itcansometimesprovedifficulttogetthetimewithsponsorstorevalidate documentation.Aspartofyourongoingprojectmanagementmeetings,youshouldhaveastandingitemto reviewchangerequestsandsignoffamendmentsandadditions.Usethisastheinitialtaskofanyprojectmeeting, anditwillbecomearecognizedandvaluedpartoftheproject.
Currentdocumentationisimportantbecauseyoucanthenupdateamendmentsandinsertnewfunctionalityinto yourdesign.Notethatitisdifficulttoamendaccuratelylongorcomplextextualdocumentationintheformof reports.Youaremorelikelytohaveinconsistenciesina100pagedocumentthanyouareinatableordiagramof oneortwopages.Itisalsomucheasiertoreviewconcisedocumentation.
Yourdocumentation,andparticularlynonfunctionalrequirements,willbecometheblueprintforadministration andsupport.Elementssuchasperformance,capacity,andsecurityrequirementsfashionthemaintenanceand monitoringschedulesthatyouwillestablishforyourdeployment.
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WhattoDocum W mentinYourS SharePoint2010Environme ent
KeyPoints
In nformationgath heringprocessesfordocument tationrunbroad dlyinparallel youwillgather rinformationth hat af ffectsyourlogic calarchitecture,physicalarchit tecture,securit y,andbusinessapplicationssimultaneously.T There isseldomachanc cetorunaserie esofinformatio ongatheringses ssionsforeach elementofthe edesign.Thelog gical rchitecturedesi ignisthemosti importantbeca auseitistheone ethatismorea abstractedfrom mtheSharePoin nt2010 ar te echnologies.Ifthelogicaldesig gnisincorrect,theimplementa ationwillnotse ervicethebusinessrequiremen nts.
Yo ourdocumentationmustincludethefollowingelements:
Logicalarchitecturedesign
Serviceappli icationarchitec cturedesign
Physicaldesi ign
Securityandauthentication ndesign
Metadatade esign
Applicationd design:
Search
BI Contentmanagement
Operationsa andmaintenance Businesscon ntinuity
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Lesson4

Document theLo D ting ogicalArch hitecture
Nowthatyoukn nowwhyandwhatyoushoulddocument,the enextrequirem mentistoidenti ifyaneffective wayto reate documen ntation.It is common for documentationto be long and p potentially unw wieldy, but this makes cr in nformationdifficulttolocate.Y Youshouldfocusyourefforts oncreatingdo ocumentationthatcontainsallofthe re elevantinformation,butremai inseasytouse.
Th herearemanyd documentation nmethodologies s,someofwhic chyourorganiza ationmayuseo orevenprescrib be.In th hiscase,yousho ouldadheretoc corporategovernance.Ifyoud donothavesuc chguidance,thi islessonprovidessome ef ffectivedocume entationoption nsfortabularan nddiagrammatiicdocumentatio on.
Objectives O
ecture. Describethe eprocessofmappingbusiness requirementst tologicalarchite Describethe eLogicalArchite ecturePlanning gWorksheet. Describehow wtocategorize ebusinessrequirements. Transposeca ategorizedbusinessrequireme entstotheLogic calArchitecture ePlanningWorksheet. Describewh hyyoushouldus sediagrammati icdocumentatio on.
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MappingBusin M nessRequirem mentstoLogicalArchitectu ureRequirem ments
KeyPoints
In nformationfrom marangeofsou urcesandinara angeofformats sarrivesforyou u,asasolutiona architect,todo ocument an ndanalyze.Itisessentialtoref formatthesetoaconsistentm modelthattheb businessusersca anvalidate.The e ca ategorizationof frequirementsshouldgrouplo ogicalcompone entstogetherso othatindividualsintheorganiz zation ca anrecognizeanendtoendbusinessflow,whichtheycanth ensignoff.Bus sinessusersofte enfailtoseethe e im mportanceofth hisstagebecaus setheymayfeelthatyouarete ellingthemwha attheyalreadyknow.Howeve er,itis es ssentialforyoutoensurethatyouhaveacom mpletepictureo ofthebusiness andthefunctio onalityrequired dfora su uccessfulShareP Point2010depl loyment.
Re ememberthat,aspartofthisp process,youcan nhaveamoreo objectiveviewo ofthebusiness andmaybeableto id dentifypotentialbenefitsthaty youcandeploy acrosstheorga anization.
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UsingaPlannin U ngWorksheet
KeyPoints
Onewaytodocu umentthelogica alarchitecturedesignisbyusin ngaplanningw worksheet.Apla anning worksheetprovid w desagreatdealofstructuredinformationina ausableandco onciseformat.
Af fteryouhaveid dentifiedthebu usinessrequirem ments,youcan mapthemonto othesevencolu umnsinthe pl lanningworksheet:
Businessreq quirement.Thiscolumnshould alwaysbethef firstdocumenta ationelement,becausethelog gical designshouldalwaysreflec ctbusinessrequ uirements.Youd donotneedto haveacellfore eachbusiness requirement.Rather,youm mustidentifytherequirements sthatwillaffect tthenumberof fWebapplicati ions thatyounee edtodeploy.
Sitename.Thiscolumniden ntifiesthework kingnameforea achsite.Theto oplevelcontains sWebapplicati ionssuch asintranet,extranet,andIn nternetsites.Be elowthese,you uhavesitecolle ections,whichh housemultiples sites belowthesitecollection.Fo orexample,you umayhaveaniintranetthatpr rovidessitesfor rdepartmentsi inyour organization n,suchasITorH HR.Thesearesitecollectionsthatwill,inturn n,hostsitesthat tarepertinent tothese functionaldivisions.
SiteURL.Thi iscolumnmaps stheURLandpa athforeachsite e.Thetoplevel lofthefarmcontainsrootURL Ls(/) suchaswww w.litwareinc.comfortheIntern netsiteofLitwa are,Inc.Sitecol llectionsinaWebapplicationw will havesubsite eURLs.Forexam mple,anintrane etsitemayinclu udeasitecollec ction(/sites),in nwhichthereare subsites,suc chas/sites/ITfo ortheITdivision nor/sites/HRfo ortheHRdivision.
Parentsite.T Thiscolumnide entifieseachoftheWebapplic cationsinwhich hallothersitesexist.IntheLitw ware, Inc.example e,thismayinclu udeInternet(w www.litwareinc. com),intranet (intranet.litwar reinc.com),or extranet(ex xtranet.litwareinc.com)parentsites.Rememb berthatMySite esshouldhaveitsownWeb applicationf forperformanc ceandmanagem mentreasons,suchasmy.litwa areinc.com.
reatetheWebapplication,site Template.Th hiscolumnspec cifiesthesitetemplatethatisb bestsuitedtocr e collection,o orsite.Thesitet templatesprovidecorefunctio onalitythatisappropriatetoy yoursite.
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Contentdatabasename.Thiscolumnlinksthesitestocontentdatabases.Thesemaybesharedorusedfor specificsecuredorvolumedata.Inyourdesign,youshouldidentifylogicaldatabasedivisions,suchasInternet andintranet.However,youshouldalsoidentifythesoftwareboundarylimitationsofdatabasessothatyou offeradditionaldatabasesforlargedocumentstorageenvironments.Rememberthatsitecollectionscannot spancontentdatabases,soyoumustdesignforscalability. Notes.Thiscolumnisfornotesthatexplaintherationaleorspecificfunctionalityassociatedwitheachsite. Yourdesigndocumentationisnotlikeprocessdocumentation,whereyoulistaseriesofstepsthatarethe onlywaytocompleteatask.Youshouldincludejustificationnotestoexplainthelogicbehindyourdecisions, whichwillhelpyoulaterwhenyourdesignfocusesonindividualcomponentsofyourdeployment.
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Sa ampleScenario:Identifying gBusinessRequirements
KeyPoints
Th heslidedisplays sawellstructuredrequiremen ntsdocumentth hatcontainsalo otofinformatio onregardingyo ouruser re equirements.As sadesigner,you umustreviewt thistoidentifyt thecomponent tsthatwillinfluenceanddrive your Sh harePointdesign.Itisusuallye easytolocatevo olumeinformat tionsuchasthe enumberofuse ers,sites,ordata vo olumes.Yousho ouldalsobeabletofindlessmetricbasedinfo ormation.
Yo oucanseefrom mthehighlighte edelementsoft thisslidethatth hereisalotofin nformationthatshouldaffectyour de esign.Asanapp proach,highligh htingelementst thatyouthinkw willinfluencelo ogicalarchitectu ure de esignisveryuse eful.Itmaintain nstheintegrityo ofthedocumen nt,sothatyoud donotunwittin nglychange th herequirements,whileidentify yingthekeycom mponents.You maychoosetousevarioushig ghlightingcolorsor ad ddcommentsto ocategorizethe eseelements.
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Sa ampleScenario:MappingB BusinessRequ uirementsto oLogicalArchit tecture
KeyPoints
Mappingyourbu M usinessrequirem mentstoaplanningworksheet thelpsyoumap pthelogicalcom mponentsofyour de esign.Thereisa arangeofbusin nessrequiremen ntsthatyoucan nidentifyfrom thisshortdocumentandmap tothe Lo ogicalArchitecturePlanningW Worksheet.
WorksheetCo W olumns
nc.siterequire 1. Therequired . ddepartmental lintranetsites. TheLitware,In esdivisionalsite es(implemente edas site collections)foreachofthesixdepartments.Eachsitecolllectionisbased donapublishin ngtemplatebec causethe intentionisf forthedepartm mentstopublish hinternalinform mation.
2. Therequired . dInternetfacing gsiteanditsproductssubsite. Litware,Inc.re equiresanInter rnetsitethatcanshow allproductinformation,soyoushoulduse eadedicatedW Webapplication. .Thiswillalmos stcertainlyrequ uire anonymousaccessforcasualbrowsers.Itisalsolikelytha attheLitware,In nc.Internetsite ewillrequireot ther components stobepublishe ed,suchasAbou utUsinformatio on,forexample e.
3. Theextranet . tsiteandsubsit tesforpartners.Thereisabusiinessrequireme entforextranet taccessto partners,inadditiontosite esforeachpartn ner.Inthiscase e,thereisasite collectioncalle ed/partnersbelow whicheachindividualpartn nersitecanbeh hosted.
4. TheMySites . srequirement.T Therequiremen ntsspecificallys statethatthere eisadesiretostartusingsocial computingt toaidcommuni icationsintheo organizationthr roughtheavaila abilityofperson nalWebsites.T This meansthaty youwillneedaMySitesWeba application.For rsecurity,capac city,andperfor rmancereasons s,itis goodpractic cetodedicatea aWebapplicatio ontoMySites. Thiswillalsoin fluencethephy ysicaldesignbe ecause youshouldk keepyourActiv veDirectorydirectoryservice serverlocaltomaximizeperfo ormance.There eisno specification nthatLitware,Inc.isamultina ationalorganiza ation,butyoush houldcheck.Inthenotes,you cansee thatthereis snospecificatio onforselfservic cesiteprovision n.Asadesigner r,youshouldch heckthisbecaus seit wouldhaveamajorimpact tonITadminist tration.EachMy ySiteisasiteco ollection,soyou ucanestimate the numberofM MySites.Thiswillinfluencethe evolumeofcon ntentandthere eforeanyquotasthatyoumay seton personalsite es.
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UsingaVis Diagram sio
KeyPoints
Th heuseofMicro osoftVisiodiag gramscanprovideavisualrepr resentationthat twillaugmenti information in naspreadsheet orreporttable.Thisformofdocumentationispopularbeca auseitprovidesasummarized st tructurethatise easytoconsum me.Thegraphica alelementsmak keiteasiertoid dentifyeachlog gicalcomponen ntinthe Sh harePointlogica alarchitecture.Diagramsshouldbekeptsimp pleandprovide ahighlevelsummaryofthed design.
By usingboth ta y abularand diag grammaticdocu umentation,yo can delivera documented designthat is both ou a ea asyforbusiness andITuserst s tovisualize,andcontainsall o ofthe informat tionthatyou requireto influe ence de etaileddesignfo orphysicalorotherplanning.
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Lab:DesigningaLog n gicalArchit tecture
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Exercise1:MappingBusinessRequirementstoaLogicalArchitecture Design
Scenario
CentralITatContoso,Ltdhascompletedthebusinessrequirementsgatheringandthestakeholdershave approveditsfindings.CentralIThastaskedyourteamwithcreatingalogicalarchitecturedesignthataddresses theserequirements.
Theinformationthatyourteamhasgatheredisdetailedinthesupplieddocuments.Usethesedocumentsto produceyourlogicaldesign.
1. Readthesupportinginformation.
2. CompletetheLogicalArchitecturePlanningworksheet.
Task1:Readthesupportinginformation
1. Logonto10231ANYCDC301asCONTOSO\EdwiththepasswordPa$$w0rd.
2. Readthelabscenario.
3. IntheE:\Labfiles\Lab01\Starterfolder,readtheinformationintheContosoBusiness Requirements.docxfile.
4. IntheE:\Labfiles\Lab01\Starterfolder,readtheinformationintheLogicalArchitecture Requirements.docxfile.
Task2:Complete theLogicalArchitecturePlanningworksheet
IntheE:\Labfiles\Lab01\Starterfolder,completetheworksheetintheLogicalArchitecturePlanning Worksheet.xlsxfile.
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Exercise2:CreatingaLogicalArchitectureDiagram
Scenario
Youneedtocreateagraphicalsummaryofthecontentinthecompletedlogicalarchitectureworksheet.The maintaskforthisexerciseistocompletealogicalarchitecturediagram.
Task1:Completealogicalarchitecture diagram
IntheE:\Labfiles\Lab01\Starterfolder,completethediagramintheLogicalArchitectureDiagram.vsdfile.
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ReviewQuesti ions
1. Whatarethekeydifference . esbetweenfun nctionalandnon nfunctionalrequirements?
2. Outlinethee . essentialthings sthatyoushoulddowhengath heringuserinfo ormation.
3. Whichareth . hekeycomponentsofyourlog gicaldesignthat tyoushoulddo ocumentinaLogical Architecture ePlanningWork ksheet?
BestPracticesRelatedtoCreatingaLog gicalArchitect tureDesign

Su upplementorm modifythefollow wingbestpracticesforyourow wnworksituations:
WhenyouaredesigningaS SharePoint2010 0solution,itise essentialtomapbusinessrequ uirementstoalogical architecture edesignbeforeyoustarttodeploy. Alwaysvalid dateyourdesign nwithyourstak keholders.Thise ensuresthatyo oufullyreflecttheirbusinessgoals andtheyunderstandyourd designfunctionality. atechangestoy yourdocument tation. Alwaysupda
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Module4
PlanningaServiceApplicationArchitecture
Contents:
Lesson1:IntroductiontotheServiceApplicationArchitecturein SharePoint2010 Lesson2:ServiceApplicationArchitectureandComponents Lesson3:TopologiesforServiceApplications Lesson4:MappingServiceApplicationstoYourLogicalArchitecture Lab:PlanningaServiceApplicationArchitecture
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Modu uleOverv view
Th hismodulerevie ewstheroleoftheserviceapp plicationarchite ectureinMicros softSharePoin nt2010andex xamines its seffectonyour rsolutiondesign n.Thewayinw whichyoudeplo oyserviceshasc changedfundam mentallysince MicrosoftOfficeSharePointServ M ver2007.Share ePoint2010has sagranularapp proachtoservic ceprovision,soy youcan ad ddserviceapplicationsforanyWebapplicatio ononanindivid dualbasis.Office eSharePointSe erver2007had a ce entralizedappro oachtoservicedeployment,an ndyouimpleme ented allservicesthrou ughasingleSharedServicesPro ovider(SSP).
ourSharePoint2010serviceap pplicationdesigncanbemoref aspossibleprev viously,soitis flexiblethanwa Yo im mportanttound derstandhowto oimplementse ervicesandplan yourtopology forSharePoint2010.
Objectives O
Describethe eserviceapplica ationarchitectu ureinSharePoin nt2010andlist ttheavailables service applications s. pplicationarchi Describethe ecomponentsa andoptionsthatareavailableiintheserviceap itecturein SharePoint2 2010. Describesom meofthetopologyoptionsfor rserviceapplica ationsandtheir rrespectiveben nefits. Describehow wtomapandd documentbusin nessrequiremen ntstoserviceap pplications.
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Pla anningaServiceApplicationA Architecture
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Lesson1
In ntroductio ontotheServiceAp pplicationArchitect tureinSharePoint20 010

Th henewserviceapplicationarchitectureinSha arePoint2010is saparadigmsh hiftfromtheSSP PmodelinOffic ce Sh harePointServe er2007.Itisess sentialthatyou understandthe eavailableserviceapplications ssothatyoucan de evelopthebest tSharePoint201 10solutionfory yourorganizati on.
Th henew,moreg granular,archite ectureoffersop pportunitiesfor rsolutionarchit tects.However,thisflexibilityc comes witharesponsibi w ilitytobecomefullyconversan ntwiththesubt tletiesofthese rviceinterrelati ionships.
Objectives O
Describethe eserviceapplica ationarchitectu ureinSharePoin nt2010. Describethe edifferencesbe etweentheSSP modelinOffice eSharePointSe rver2007andt theservice applicationa architectureinSharePoint201 10. Listtheavailableserviceap pplications. Describethe esecuritymode elforserviceapplications. Listdepende enciesbetween nserviceapplica ations. Describethe ebenefitsofser rviceapplications.
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Se erviceApplica ationArchitect tureinShareP Point2010
KeyPoints
Se erviceapplicatio onsprovidespe ecificfunctionalitytousersinS SharePoint2010 0.Thisincludesaccesstoapplic cation fu unctionalitywithMicrosoftExc cel2010,Micro osoftVisio201 10,orunderlyin ngservicessuchastheManage ed MetadataService M eortheBusines ssConnectivity Services.Thefr rameworkofth eservice ap pplicationarchitectureinShare ePoint2010isd designedtoena ablearchitectst toselectonlyth heservicesthat ar rerequiredtod deliverabusines sssolution.This sisamajorshift tfromtheSSPinOfficeShareP PointServer 20 007.
Aserviceapplicationhasthefollowingcompon nents:
Anadministrativeinterface,throughwhich hyoucanmana agetheassociat tedserviceappl lication
Anapplicatio onpool
Aservicedat tabaseordatab bases,dependen ntontherequir rementsofthe service
Aserviceapp plicationproxygroup
Oneormore ephysicalinstan ncestheserviceprocessrunn ningonaphysic calserver
heserviceapplicationarchitecturerunsacrosstheSKUsfrom mSharePointFo oundation2010throughto Th Sh harePoint2010Enterprise,tho oughnotallSKU Usofferallofth eSharePointse ervices.Theserv vice ap pplicationarchitectureisalsoe extensible,soth hirdpartyvend orscandevelop pserviceapplicationsthatyoucan de eployinyourso olution.
Th heflexibilityof theserviceapp plicationarchitecturewhere eyoucandeplo oymultipleinst tancesofthesa ame se erviceprovides a range of design options for SharePoint 2010 architec You can im d t cts. mplement multiple in nstancesofaser rviceapplicationforresilience, ,performance, orsecurity.
Th heserviceapplicationarchitecturehasitsown nsetoftermino ology;itisimpo ortanttounders standtheseterms as syouworkwith hyourteamtod developadesig gn.Thefollowin glistexplainsth heterminology y:
Service.Thebinaryfilestha atareinstalledo ontheserverfa armtoexecuteafunction.
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Serviceapplication.Theimplementationoftheserviceonafarm,includinganyfarmspecific configuration. Serviceapplicationproxy.Thetargetforusercallstotheserviceapplications.Usercallsarenotdirect,butuse Windows Communication Foundation (WCF) to communicate with the service via a proxy. The service applicationsthatareconsumedthroughaWebapplicationaretermedaproxygroup.Theproxyisapointto thisservicethathandlescallsthroughaWebFrontEnd(WFE)server.
Serviceinstance.Asingleimplementationofaserviceapplication.Youcanimplementmultipleinstancesof aserviceapplicationinavarietyofconfigurations,eitherinthesameproxygrouporinmultiplegroups. Theseinstancesrunonanapplicationserver.Youcandeploymultipleinstancestoprovideisolatedservices ortoimproveperformancethroughloadbalancing.
Serviceconsumer.Thistermdescribesthefeaturesthatuse,orconsume,thefunctionalitythattheservice applicationprovides.ThismaybeanExcelWebPartthatrendersExcelServicesinformationinabrowser.
Question:Whywouldyouusemultipleserviceinstances?
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Comparisonof fServiceApplicationsinOff ficeSharePoin ntServer2007 7and Sh harePoint2010
KeyPoints
Th hemovetotheserviceapplicationarchitectureisprobablyt hemostsignific cantarchitectur ralchangein Sh harePoint2010.Forarchitectswhoaremovin ngfromOfficeS SharePointServer2007toShar rePoint2010,itis im mportanttound derstandthedif fferencesbetwe eentheseappro oachestoservic cedeployment. .
OfficeSharePointServer2007p providedtheSSP Ptodeployanu umberofprodu uctivityservices s,suchastheBu usiness ataCatalog(BD DC)andExcelCa alculationServic ces.Youtypical lyonlyusedoneglobalSSP,wh hichsuppliedal ll Da se ervicestoallWe ebapplications. .Thishadsever ralconsequence esforthesoluti onarchitect:
Themonolithicdesignmeantthatallservic ceswereavaila bletoallWeba applications;yo oucouldnothav vea separateser rviceforoneWe ebapplication. Forexample,if fyourAccounts sdepartmentw wantedaccessto oExcel newith CalculationS Servicesandthe eMarketingdepartmentwant tedaccesstoBD DC,youhadtop provideeveryon accesstobo othinthefarm.Thiswasclearly yawasteofres sources,andita alsolimitedthesecurityfunctio onality ofSSP.
TherewasonlyoneSSPforeachfarm,whi ichmeantthatt therewasasin glepointoffailure.IfthisSSP functionality. failed,alluserslostallSSPf
exibleindeploy yment.Youcouldnotimpleme entgranularser rvicestoindividualbusinessgro oups, SSPwasinfle soadesigninevitablyprovisionedservices stouserswhod didnotneedthe em. SSPwasnotextensible.Onl lyservicesthat OfficeSharePo intServer2007 7providedwere eavailable.The
ne ewarchitecture einSharePoint2010offersfar greaterdesign scopeforarchitects.Youcann now de elivertherightsetoffunctiona alitytotheright tuserswithout tdeployingunne ecessaryservice estoallusers. Th hisenablesarch hitectsto:
Deploygranularservices,de eliveringonlyth heservicesthat tarerequested dforeachWeba application. xibledeploymentthatprovidesscalableresilie enceandsecuritythroughtheimplementatio on Designaflex ofmultipleinstancesofser rviceapplication ns.Thisenables syoutodeploymultiple
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instancesofaserviceapplication,suchasExcelServices,whichareisolatedfromeachother,sothat independentdepartmentsorgroupsdonotshareExcelcontent.
ManageperformancebydeployingmultipleinstancesofaserviceapplicationforthesameWebapplication. Eachserviceapplicationdemandsresourcessuchasmemoryandprocessor.Forexample,PerformancePoint Servicescanbeprocessorintensive,soyoucandeploymultipleserviceinstancestomaximizeperformance.
Extendservicefunctionalitybydeployingthirdpartyserviceapplicationsorbypurchasingadditionalservice applicationSKUssuchasMicrosoftProjectServer2010.
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Se erviceApplica ationsinShare ePoint2010
KeyPoints
Sh harePoint2010SKUsprovidearangeofservic cesthatarchitec ctscanusetod deliverbusiness requirements.The ra angeofservicea applicationsgro owswitheachle evelofSKUfun ctionality,from mSharePointFoundation 20 through Sh 010 harePoint2010 Standardto SharePoint2010 Enterprise.It isimportant t 0 that you identif the fy rig ghtSKUforyou urorganization,becausethisw willsavetimean dmoney.
In nadditiontothe eseserviceappl licationoptions s,therearesom meserviceapplic cationsthatare edeliveredbyd default:
TheApplicat tionDiscoverya andLoadBalanc cerServiceAppllication.Thisser rviceprovidesa administrative functionality yfortheservice eapplicationarchitecture,such hasregistering gserversonthefarmandgroup ping serviceapplicationsacrossW Webapplications.Theloadba lancingfunctio nalitymeansth hatyoucanprovidethe bestavailableperformance ebyprovidingm multipleservice applicationinst tancestowhich hSharePoint20 010can routeuserre equests.Thisha appensautomatically.Youmay yalsoseethisc calledtheTopol logyService Application,derivedfromtheWindowsPo owerShellcom mmandSPTopo ologyServiceApp plication.
TheSecurity TokenServiceA Application.Thisservicemanag gesauthenticat tionbyactingas sabrokerfor SharePoint2 2010.Itcansup pportmultiplea authenticationp providers.
Mostofthesese M ervicesareselfd descriptive, suc chasExcelServ vicesandAcces ssServices.How wever,thereare esome se ervicesthatareimportantforyourdesignbut thavelessobv iousroles.The followinglistdescribesthese service ap pplications:
SecureStore eService.Thisse erviceprovides singlesignon( SSO)proxyfunc ctionality.Thisi isessentialifyo ou wanttousetheBusinessDa ataConnectivityServicestoac ccesslineofbus siness(LOB)ser rversseamlessly yfor users.
Managed Metadata Service. This service provides the capability to create and sto the taxono M e e ore omy information, such as docu ument metadata, that is use throughout SharePoint 2010. This is a c ed core functionfor manyotherservices.
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UserProfileService.Thisserviceprovidessocialnetworkingfunctionality,suchasuserprofileimportand PeopleSearch. BusinessDataConnectivityServices.ThisserviceprovidesreadandwriteaccesstoLOBdatasources. Thisisessentialfordeploymentsthatmustdelivercompositeapplicationfunctionalitytousers.
StateService.ThisserviceprovidestemporarystorageofusersessiondataforSharePointServer components.
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Se erviceApplica ationSecurityModel
KeyPoints
Sh harePoint2010hasupdatedits ssecuritymode eltoofferclaims sbasedauthen ntication.There ehavealsobeen n ch hangesthataffe ecttheservicea applications.Co oretothisisthe efactthatservic ceapplicationsuseWCFto co ommunicatebe etweenservices.Althoughthisdoesnotchang getheuserexpe erience,itprovi idesimproved pe erformanceand dsecurityflexib bility.Italsosup pportsSecureSo ocketsLayer(SS SL)transports.
Th heserviceapplicationarchitectureenablesyo outoisolateser rvicesfromone another.Youc canachievethis sat se erviceinstance,applicationpoo ol,anddatabaselevels,depend eryourserviceu usesdatabases. .Ifyour dingonwhethe bu usinessrequires smorerigorous ssecurityforap pplications,you candesignyou ursolutionsoth hattheservice ap pplicationsares separated,toensurethatuser rsofaserviceap pplicationdono otshare an nycomponents swithotheruse ers.
Hostingcompani iesororganizat tionsthatwant tousemultite enancytosepar ratedivisionsor rdepartments canstill haremostserviceapplications s.Thisisbecaus setheseapplica ationsaredesig gnedtobecapableofmultite enancy. sh Yo oucanalsoisola ateserviceappl licationsinamu ultitenancyenv vironment.
Th heseserviceapp plicationscanst toretenantdat taandcanbepa artitioned:
Subscription nSettings(notactuallypartition ned)
UserProfiles s
ManagedMetadata BusinessDat taConnectivity Search SecureStore e WordAutom mation Project
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Theseserviceapplicationsdonotstoretenantdata,anddonotsupportPartitionMode:
State
AccessDatabase
VisioGraphics
WordViewing
PowerPoint
ExcelCalculation
Theseserviceapplicationscanstoretenantdata,butcannotbepartitioned:
WebAnalytics(sitebased)
UsageandHealthDataCollection(sitebased)
Theseserviceapplicationscannotbepartitioned,andconsequentlydonotmakesenseinmultitenant environments:
PerformancePoint
FASTforSharePoint
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Se erviceApplica ationDependencies
KeyPoints
Notallservicesareentirelyself contained,soy youmustreview wpossibleservic cedependencie eswhenyoupla anyour ogicalarchitectu uredesign.Thiswasnotanissu uewithOfficeS harePointServe er2007,becaus setheservicesw were lo im mplementedina amonolithicde esign.However, ,withthegranu ularframeworkinSharePoint2 2010,itisnowp possible to odeploydepend dentserviceapplicationswitho outenablingco reserviceappli ications.Dependentservice ap pplicationswillnotfunctionasexpectedand dmaynotfunct tionatallwith houttherequir redplatformser rvicesin pl lace.
So omedependenc ciesaremoreobviousthanoth hers,suchastha atbetweenfun ctionssuchasP PeopleSearcha andthe UserProfileService.Ifyoudono othavetheabilitytoimportus serinformation nfromexternalsources,sucha asHR sy ystems,youwillnotbeabletomakethebest useofPeopleS Search.Othersa arelessobvious s.Forexample, Excel Se ervicesisdepen ndentontheSta ateServicetoprovidetempora arystorage.
Th heslideshowss somecommond dependenciest thatwillaffecty yourserviceapp plicationplanni ing.Youmayfin nd pa apersontheWebthatcategor rizeserviceapplicationsascore eorfoundation nservicesandth heframeworka as hi ierarchical.This sisnotadescrip ptionthatisuse eddirectlyinSh harePoint2010documentation n,butitdoesde escribe th hefunctionalde esign.Theliston ntheslideisno otanexhaustive elistofdepende encies.
Question:Which Q htwoservicesareprerequisites sfortheBusine essConnectivity yServices?
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Be enefitsofSer rviceApplications
KeyPoints
As syouhavealrea adyseen,thenewserviceappl licationarchitec ctureinShareP Point2010providesanumbero of be enefits.Wheny youstarttoplan ntoprovidefor rbusinessfunct ionality,youmustensurethat tyoutakeadvan ntage of ftheoptionsfordeployingserv viceapplication ns.Listedbelow waresomeover rarchingbenefit tsthatyoushou uld re emember:
ployment.Yous shouldidentify theWebapplic cationswhereu usersrequirese ervice Granulardep applicationf functionalityan nddesignthatis sbasedonapriincipleofminim maldeployment t. Flexibleconf figuration.Youcanprovidesca alabilityinyour designbyensu uringthatyouprovidetheright t configuratio onofinstancest tomaximizeperformanceand resilience.Rou ndrobinloadb balancingisanintegral featureofSh harePoint2010serviceapplica ations,anditisa amajorbenefit twhenyoudesignformultiple e instances. Delegatedadministration.Y YoucanminimizecentralITov verheadsandpr rovidemoreeff fectivelocal managemen ntbydelegating gadministration nofserviceapp plications.Thisc capabilitymean nsthatlocal administrati iveuserscanprovidefirstlines support,butitiisessentialthat tyouplantrainingaspartofyo our design. onsacrossWeb icesacrossWeb bapplications.Y Youcansharese erviceapplicatio bapplications. Sharedservi Thisenables syoutocreater requirementsp pecificserviceap pplicationinsta ancestoprovide egreaterperfor rmance, perhapsbys scalingupserve ersthathostthe eseservices.Rat therthandeplo oyingacrossallW Webapplicatio ons, SharePoint2 2010enablesyo outodevelopdesignsthatsha reserviceapplicationsonlybe etweenWeb applications swhereusersne eedspecificserv vices.Forexam mple,youmaysh hareaManaged dMetadataSer rvice betweenWe ebapplicationsthatsharecom mmontaxonomiies.Youcanext tendthistoprov videmultipleM Managed MetadataSe erviceinstances stodeployacommontaxonom myfortheentir reorganization, ,withWeb . application specifictaxono omies.Thisisfun nctionalitythat tisuniquetoth heManagedMe etadataService.
Sharedservicesacrossfarm ms.Youcanalso designyoursollutiontoshareserviceapplicat tionsacrossfarms.This iscalledpub blishingaservice eapplication.Youcandesigna asolutionthatinstallsonefarm msapplicationproxy onanotherf farmandpointittoauniversa alresourceindic cator(URI)locat tion.
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Lesson2

ServiceApplicationA Architectu andCo ure omponent ts
Fo orasolutionarc chitect,itisimp portanttounde erstandtheopti onsforservice applicationdes sign.Itisalsoim mportant to ounderstandho owthestructur reofthefarmto opologiesinan organizationca anbenefitfromthevarioustop pology op ptionsforservic ceapplications. .
Manyserviceapp M plicationsintegr ratewithextern naldata,soaso olutionarchitec ctmustalsound derstandhowth heSSO op ptionsthattheSecureStoreSe erviceofferscan nbenefitadesig gn.
Objectives O
Describethe eworkflowofaserviceapplication. Listthecom mponentsofserv viceapplication ns. Describethe elogicalarchite ectureofservice eapplications. Describethe eoptionsforcro ossfarmservice eapplicationsh haring. Explainther requirementsfo orserviceapplic cationsthatnee edtoconsume externaldata.
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Se erviceApplica ationWorkflo ow
KeyPoints
Se erviceapplicatio onsdeliverserv vicefunctionalit tytousers.Whe enausertrigge rsaservicerequestfromabro owser, th herequestsuc chasakeyword dsearchissentthroughtheW WFEserver,whi ichmaybeprec cededbyahard dware ne etworkloadbal lancer.
Th heWFEservers sendsarequest tthroughtothe eapplicationser rverthatserves stheserviceapplication.Theservice ap pplicationarchitectureinShare ePoint2010enablesmultiples serverstodelive erinstancesoft thesameservic ce ap pplication,soth hereisasoftwareloadbalance erthatroutesre equeststothea appropriateserv ver.
Al llcommunicatio onusesWCF,so othereisnodir rectaccesstoth heserviceapplic cationdatabase es.Bydefault, co ommunicationb betweenWebs serversandserv viceapplication sinafarmtake esplacebyusing gHTTP(port 32 2843),butyouc canselecteithe erHTTP(port32 2843)orHTTPS (port32844).T Thirdpartycom mpaniesthat de evelopservicea applicationscan nalsoimplemen ntNetTcpBindin ng(port32845) )toprovidehigh hperformance e co ommunications swithWCFclien nts.NetTcpBindingisgenerally thebestoption nforservicesoperatinginside a fir rewall,suchaso onanintranets site.Administratorscanuseth eServiceApplic cationspageto ochangethe pr rotocolandpor rtbindingforea achserviceappl lication.
Co ommunicationbetweenserviceapplicationsa andMicrosoftS SQLServertake esplaceoverth hestandard SQ QLServerportsortheportsthatyouconfigur reforSQLServe ercommunicati on.
Fo orthefollowing gserviceapplica ations,informat tioniscachedto oimproveperfo ormance:
AccessServic ces
ExcelService es
Performance ePointServices
WordAutom mationServices
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TheVisioGraphicsServiceusesabinarylargeobject(BLOB)cache,whichprovideshigherperformancewhenit renderslargedrawings.
Question:WhatisthedefaultportnumberforserviceapplicationcommunicationoverHTTPS?
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Se erviceApplica ationCompon nents
KeyPoints
Aserviceapplicationismadeup pofanumbero ofcomponentst thatworktoget thertodelivers service unctionalitytot theenduser. fu
Se erviceApplicationConnec ction(Proxy)
nnectionismor Whenyoudeployaserviceapplication,youcre W eateaserviceap pplicationconn nection.Thiscon re co ommonlyknownasaproxy.Th heproxymanag gestheconnect tioninformation nsothatthese erviceapplicatio oncan co ommunicatewithservicerequestsfromservic ceconsumers,s suchasWebPar rts.Youcanlink kandmanages service ap pplicationsagainstindividualW Webapplication ns.Thismeansthatyouhaveth heflexibilitytodeploymultiple eservice ap pplicationinstan nces,whichyou ucanisolatetomatchperform manceorsecurit tyrequirements.Youshould re ememberthatb bydefault,servi iceapplications sareassociated withalloftheWebapplicatio onsonafarm,soyou ha avetospecificallyassociateser rviceapplicationstoWebappl ications.Youca anmanageprox xiesthroughthe e Sh harePointCentr ralAdministrationsiteorbyus singWindowsP owerShell.
Se erviceApplicationProxyG Groups
Sh harePoint2010groupsserviceapplicationstogetherforWeb bapplicationco onsumptionthro oughproxygroups. Th hesearesimply ygroupingsofse erviceapplicatio onsthatyouca ndeploytodiff ferentWebapp plications.Thism may se eemtrivial,butthisisanimpor rtantdesignme echanismforso lutionarchitect tsforgroupinga andisolatingse ervice ap pplications.
By ydefault,allser rviceapplicationsareplacedin ntheDefaultgr oup.Thismean nsthatallusersinWebapplica ations th hatconsumeservicesfromtheDefaultgrouphaveaccesstot thegroupmem mbers.However r,youcancreate cu ustomgroups,towhichyoucanaddservicest thatyouwantt oprovidetoas specificWebap pplication.Whe enyou cr reateaWebapp plicationandch hooseacustomgroup,onlytha atWebapplicat tioncanconsum metheservices s.Ifyou cr reateanewserv viceapplication nthroughtheA AdministrationU UI,itisaddedto otheDefaultgr roup.However, youcan moveserviceapp m plicationstooth hergroupsorch hangetheirasso ociationwithW Webapplications.Whenyouus se WindowsPowerS W Shelltocreatea anewserviceap pplication
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byusingthenewspserviceapplicationproxygroupcmdlet,theservicedoesnotautomaticallyjointhe Defaultgroupyoumustaddthedefaultswitch.
AWebapplicationdoesnothavetoconsumealloftheservicesinaproxygroup;youcanconfigurethisthrough theConfigureServiceApplicationAssociationspageontheSharePointCentralAdministrationsite.
Databases
Oneofthebiggestsurprisesfordesignersanddatabaseadministrators(DBAs)whoarefamiliarwithOffice SharePointServer2007isthelargenumberofdatabasesthatareassociatedwithserviceapplications.Ifyou upgradeanOfficeSharePointServer2007farmtoSharePoint2010,theseareautomatically generatedforeachupgradedornewservice.Thesystemgeneratednamesforthesedatabasesarenot easytorelatetotheserviceapplication.Foreasiermanagementandrecognition,youshoulddefineyourown databasenamesforyourserviceapplicationdatabases.
Inadditiontonaming,youshouldbeawareofthepotentialsizetowhichthesedatabasescangrow.Forexample, theUsageandHealthDataCollectiondatabasecanbecomeverylargeifyouusetheoutofthebox configuration.Itwilllogapproximately2gigabytes(GB)ofdatafor1millionHTTPrequests.Thisdatabasemay growtoanenormoussizeifyoudonotreconfigureittolimiteithertherangeofcapturedinformationorthe lengthoftimethatyoustorethisinformation.Asaresultofthispotentialforgrowthandtheassociatedwrite activity,youshouldalsoconsiderputtingthisdatabaseonaseparatedisk.
Someserviceapplicationshavemultipleassociateddatabases,suchastheUserProfileServiceandthe SearchService.
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Pla ngaServiceApplicationA tecture anni Archi
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Lo ogicalArchitectureofServiiceApplications
KeyPoints
Th helogicalarchit tectureofservic ceapplications isanimportant telementofde esign.Therearesomeservice ap pplicationspecificconfiguratio onordeployme entoptions,but titisusefultou understandhow wyoucandeplo oy se ervices.
Th heslideshowsa aseriesofnonspecificservicea applicationsina asampleShareP Point2010farm m.Thisisasimp ple co onfigurationwit th:
Onefarm. Oneserviceapplicationapp plicationpool. TwoWebap pplicationapplic cationpools. ThreeWeba applications.
Th heserviceapplicationsarealld deployedinasingleInternetIn nformationServ vices(IIS)Webs site,whichisthe de efaultrequirem mentforSharePo oint2010.
Th hedesignofthissolutionhastw woproxygroup ps:theDefaultp proxygroupand dthecustomproxygroup.Although th hedefaultactionistohaveserv viceapplication nsintheDefaul tproxygroup,i itisnotmandat tory.Someofth he se erviceapplicatio onsareinacust tomgroup,and doneisnotinth heDefaultprox xygroupatall.
Se erviceapplicatio onscanalsobeinmorethano oneproxygroup p.Thismeansth hatyoucanshareservicesamo ong Webapplications W swithouthavin ngtoshareallof fthem.Inthisc case,serviceapp olatedsothato only plicationXisiso us serswhoareass sociatedwithW Webapplication nAcanuseit.Itispossibletocreateseparateapplicationpoo olsto se eparatetheserv viceapplication nsattheprocess slevel.
Noticethatthere earemultiplein nstancesofserv viceapplication nYintheDefau ltproxygroup.Thisprovidesg greater erformance,becausetheseinstancesareonseparatephysica alserversandcanthereforepr rovideloadbala ancing. pe Th hisconfiguratio onwillalsoensu uregreaterresilience,because theserviceapp plicationwillstillbeavailablee evenif th hereisasingles serverfailure.
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Youmayisolateserviceapplicationsforsecuritypurposesandthisisolationisdoneattheprocesslevelonly.If performanceisthereasonforisolatingthisserviceapplication,youcanincludeadditionalinstances.
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Cr rossFarmServiceApplicat tions
KeyPoints
Al lthoughyoucan nshareallserviceapplicationsacrossWebap plications,ther reareonlysixth hatyoucansha are ac crossfarms:
sService UserProfiles ManagedMetadataService e BusinessCon nnectivityServices SearchServi ice SecureStore eService WebAnalyticsService
Th hefirstfourare emostcommon nlysharedacros ssfarms.Inyour rdesign,yoush houldassesstheoptionsforsha aring on neormoreoftheseifyoudecidetodeploym multiplefarms.
Fa actorsthatmay yencourageyou utoshareservic ceapplicationsbetweenfarms smayinclude:
Arequireme enttominimize emanagemento overheadforpo opularservices, ,suchassearch. Adecisionto ocreateaservicefarmtocent tralizeresource management. Arequireme enttoshareanorganizationw wideresources suchasataxonomythroughtheManaged MetadataS Service.
hecrossfarmsh haringprocessh hasanumberofelementsthat tyoumustplan nandexecutepriorto Th de eployment:
rustedfarms.Fa armsmustexchangesecurityce ertificates. Configuretr Publishthes serviceapplicat tions.Onthesha aringfarm,you mustpublisht heserviceapplicationsothat externalfarm mscanconsum meit.Youusethe eApplicationM Managementpa agetodothis.
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Connecttocrossfarmserviceapplications.Ontheconsumingfarm,youmustcreateaconnectiontothe publishedservice.ThisusestheURIthatisgeneratedinthepublishingprocess.
Set appropriatepermissions.The consumingfarm musthave permissionto the ApplicationDiscovery and LoadBalancingServiceApplicationonthepublishingfarm.Itmustalsohavepermissionstotheservicethatit willconsume.
Anadditionallevelofplanningisnecessaryforfarmsthatarelocatedindifferentdomains.Youmustensure thatthefollowingconditionsareinplacetosharetheseserviceapplications:
UserProfileService.TosharetheUserProfileService,youmustconfiguretwowaytrustbetween domains.
BusinessDataConnectivityServices.Thepublishingfarmdomainmusttrusttheconsumingfarmdomain foranadministrativefeaturetofunction.
SecureStoreService.Thepublishingfarmdomainmusttrusttheconsumingfarmdomainforan administrativefeaturetofunction.
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Ex xternalDataSo ource Access s
KeyPoints
Itiscommontoimplementdele egatedWindow wsidentitieswhe enaserviceapp plicationmustu useanimperson nated dentitytoaccessremoteresources.Theserviceapplicationst thatusedelegat tedWindowsid dentityare: id
es ExcelService InfoPathFor rmsServices PerformancePointServices VisioService es
Iftheserviceapp plicationandthetargetexternaldataarenot inthesamedo main,youcanc configurethese e se erviceapplicatio onstousetheS SecureStoreSer rvicetoprovide emanageduser rorservicecred dentials.Withou utthe Se ecureStoreServ viceconfigured,itisnotpossib blefortheseser rvicestosuccessfullyauthentic catetogainacc cessto th heexternaldata a.
Th hisdoesnotaffe ectotherservic cesthataccesse externaldata,s uchastheBusin nessConnectivityServices.
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Lesson3

Topologie T esforServ viceApplic cations
Th heflexibilityoftheserviceapp plicationarchite ecturemeansth hatthereisnos singlecorrectso olutionforall Sh harePoint2010environments.Youmustrevie ewthebusiness requirements, ,ITdrivers,andgovernance di irectivestoiden ntifythebestso olutionforyour organization.
Yo oumustunders standtheavailableoptionsand dtheirbenefits anddisadvanta agesbeforeyou uplanyourserv vice ap pplicationarchitecture.Oneof ftheadvantage esofthearchite ectureinShareP Point2010isits sflexibility,soy you ca anmodifyyourdeploymentify yourbusinessre equirementsch hange.
Objectives O
Describethe eimpactofserv viceapplicationsonsolutionde esign. Describethe eadvantagesan nddisadvantage esofdesignings serviceapplicat tionsinasingleproxygroup. Describethe eadvantagesan nddisadvantage esofdesigningm multipleservice eapplicationpr roxygroupsinm multiple applicationp pools.
Describethe eadvantagesan nddisadvantage esofdeployingm multipleservice eapplicationpr roxygroupsina asingle applicationp pool.
Describethe eadvantagesan nddisadvantage esofanenterpr riseservicefarm mtopologyandcrossfarmsharing ofserviceap pplications.
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Ef ffectofServic ceApplication nsonTopolog gyDesign

KeyPoints
Se erviceapplicatio onscanhaveamajorimpactonthetopology ofyouroverallsolution.Thisis sbecauseusers swant fu unctionsandser rviceapplicationsofferawide rangeoffuncti onality.Thebre eadthoftheseserviceoffering gs meansthatyouc m canchosefromawiderangeofimplementatiiontopologies.T Theflexibilityo oftheservice ap pplicationarchitectureenables syoutocreate manyalternativ vedesigns.Itisimportantthat tyouensuretha atyour de esignisfunction nalratherthanunnecessarilyc complex.Keyele ouselectyourtopology ementstorememberwhenyo de esigninclude:
Granulartop pologies.Mosti importantistha atyouusetheg granularityofth heserviceapplicationarchitec ctureto ensurethatyoucandeliver rthebusinessre equirementsac crosstheorganizationwithoutwastingresour rces, suchasadm ministrativetime eorhardwareb budget. Extensibleto opologies.Reme emberthatyou ucannowexten ndyourservice architecture.Thisdoesnotjus stmean thatyoucan naddserviceap pplicationsorex xtendacrossfar rmsordomains s.Youcanincrea aseperformanc ceor capacitybyaddingservicei instancestodea alwithgrowth. Thismayalsob beanoptionformanagingspik kesin demandoru unexpectedcha angesinusage. Servicedrive entopologies.T Thereisalsothe eoptionfordev velopingaservic ceapplicationd driventopology y.This maysoundu unlikely,butsea archisaservice eapplicationan ditiscommon fororganizatio onstosetupsea arch specificfarm ms.Youmaycho oosetoextendt thisbeyondas pecificservicea andincludeara angeofservices s.The keypointist theserviceapp plicationflexibili ity,whichshou ldencourageyo outodesignas solutionthatwi illfit yourbusiness.
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To opologyfora aSingleFarmw withaSingleS ServiceApplic ationProxyGroup

KeyPoints
Th heslideshowsa arelativelysimp pletopology.Alloftheservice applicationsareinasingleDefaultservice ap pplicationproxy ygroup.Allsite eshaveaccessto oallofthefarm mserviceapplica ations.
Th hismayseemaverysimpleapp proach,butsim mplicityisoftent themostelega ntsolution.Thisoptioniseasy yto de eployandmana agebecausemu uchoftheconfigurationcapita alizesonthedef faultsettings.T Thedesignoffer rs ce entralizedmaintenancewithm minimaleffort,a anditisunlikely ythatuserswillhaveissueswh hentheyaccess s se erviceapplicatio ons.
Ifthereisanissueregardingthis stopology,itis scalability.The reisnoseparat tionofservicesdependentont the equirementsofuniqueareasof fthebusiness.T Thereisalsono ooptionforindi ividualdepartm mentstomanage etheir re ow wnserviceapplications.Theref fore,ifthevolu umeofbusiness increases,theloadonthecen ntralITteamma ayalso in ncrease.
Th hisisalmostcer rtainlythemost tcommondeplo oymenttopolog gyforserviceap pplications,alth houghpartofth hatmay be etodowiththe efactthatitwo orksforthemajorityofnewins stallations.Ifth isisthesolutionthatyouchoo ose,you sh houldreviewita aspartofyourongoingreview wprocesstodet terminewhethe eryourorganiza ationmaygainbenefits fromotherdeplo oymentoptions sforserviceapp plications.
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To opologyfora SingleFarmw a withMultiple ServiceApplic cationProxyG GroupsinMultipleApplicat tion Po ools
KeyPoints
Th topology on the slide pro he n ovides a greate element of isolation for u er users in Web A 1 because it App im mplements a cu ustom service application pro group. Thiis provides the users with a set of service oxy ese ap pplicationresou urcesthatarenotavailabletot thefarmuserso ofWebApp2a andWebApp3. .
Th hissolutionprovidesgreaterisolationbyputtingservicestha atarededicated dtothecustomgroupinasepa arate ap pplicationpool. .Itisimportanttonotethatyo oucanshareser rviceapplicatio nsacrossbothDefaultandcus stom gr roups.Youcana alsosharethem mamongWebapplications.
In nthistopology,simplicityissac crificedtogreatergranularity.T Thisinevitablym makesmanagementmore co omplex,butthis sshouldnotbeanissueifyou maintaindocum mentationofyo oursolution.
Th hereisgreateri isolationofserv vices,whichpro ovidessomedat tasecurity.Itm maybethatoneoftheservice ap pplicationsinth hecustomgroupisasecondinstanceofaserv viceapplication nthatisavailableintheDefault gr roup.Deployme entofanotherinstancewillconsumeaddition nalfarmresourc ces,butthisma aybejustifiedb bythe in ncreasedgranula arityofservice. .
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To opologyfora SingleFarmw a withMultiple ServiceApplic cationProxyG GroupsinaSin ngleApplicationPool
KeyPoints
Th heexampleont thisslidelooksc considerablymorecomplex,b utitisjustane extensionofthe epracticesthatthe pr reviousexample esused.Inthisexample,thefa armhasmoreth hanonecustom mgroup.Thismaybearequire ement be ecauseseverald divisionsrequire easingleservic cetobeisolated d.Forexample,eachmayuse an ninstanceofEx xcelServicestha attheywanttokeepseparate, ,perhapsmaint tainingdifferent tdatabasesto in ncreaseseparati ion.
Yo oucanalsousethistypeoftop pologytoprovid deuniqueservic ceapplications toindividualW Web ap pplications,whi ichuseadelega atedmodeltore educepressure eoncentralITre esources.
To opologiesthatp providecustomserviceapplicationproxygrou upsaremostus sefulfororganiz zationsthathav ve di ivisionsorteam msthatrequirea adegreeofsepa arationfromth erestofthebu usiness.Thecus stomgroupmay yalsobe us sefulforspecial listsiteswhereseparationises ssential,suchas ssitesthatprov videaccesstoex xternalpartnersor cu ustomers.
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To opologyforE EnterpriseSer rviceFarms
KeyPoints
En nterpriseorganizationsarenot talwaysmorec complexthanot therenvironme ents.However,theyareusually ymuch larger,sothereis sgreaterscopeformoreuniqu uerequirement tsandpressings solutionboundaries.Rememb berthatif ouworkforala argeenterprise,itdoesnotmeanthatyoumu ustdesignacom mplexsolution. yo
In nthescenarioontheslide,thereareanumbe erofdifferentap pproachestose erviceapplicatio on de eployment.
En nterpriseSer rvicesFarm
Yo oucanuseanEnterpriseServic cesFarmtoshareserviceappli cations.Thisen nablesthecentr ralITdepartme ent to oprovisionallsh hareableservice esacrosstheor rganization,suc chascorporate taxonomiesthr roughthe ManagedMetadataService.Thistopologyisals M soattractivefor rpanorganizat tionSearchServ vice im mplementations s.
Fa armswithNo oLocalServic ceApplication ns

Fa armAhasnolocalserviceapplications,butco onsumesallofit tsservicesfrom mtheEnterprise eServicesFarm.This lim mitstherangeo ofpossibleservicestotheUser rProfileService e,theManaged MetadataServ vice,theBusines ss Co onnectivityServ vices,theSearchService,theSecureStoreSer rvice,andtheW WebAnalyticsSe ervice.
Th hismeansthatt thefarmisprob bablynotonew whereuserswou uldconsumem oreobviousfun nctionalservice e ap pplications,suchasExcelServic cesorVisioServ vices.Thisdesig gnisprobablybestsuitedtopu ublishingenviro onments.
Th hebenefitsofthisdesigninclud de:
Centralizatio onofresources sontheEnterpr riseServicesFar rm. Reducedadm ministrativeove erheadsonFarm mA.
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Provisionofpanorganizationservices,suchastheUserProfileServiceandtheManagedMetadata Service.
CollaborativeFarms
FarmBhasarangeoflocalservices,whichmakesitmoreusefulforcollaborativeworkingbecausethesemay includeExcelServicesandAccessServices.ThistaxonomystillbenefitsfromtheorganizationwideUserProfile ServiceandManagedMetadataService.NotethatthereisadivisionalManagedMetadataServiceonFarmC, whichindicatesthatthereisasubgrouptaxonomythatisapplicabletobothFarmBandFarmC.
Thebenefitsofthisdesigninclude:
Accesstocentralizedserviceapplicationresources. Localadministrativecapability. Integrationwithotherfarms.
SpecializedFarms
FarmCisasmallerenvironment,withonlyoneWebapplicationthatusesprimarilylocalservices.Thismay indicatethatthisisaspecialistdepartmentthathasspecificrequirements.Inthisinstance,theExcelServicesand BusinessConnectivityServicesapplicationsareisolatedfromotherfarms.
ThisfarmalsohasitsownManagedMetadataServicesothatitcanmanageataxonomythatisdistinctfrom theorganizationstaxonomy.
Thebenefitsofthisdesigninclude:
Serviceisolation. Metadataautonomy. Accesstocentralizedservices,suchastheUserProfileServiceandtheManagedMetadataService.
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Lesson4

MappingS M ServiceAp pplications YourL sto Logical Architecture A
Al lldesignmustb bedrivenbybus sinessneedand ddocumentedb bythesolutiona architect.Forse erviceapplications,you mustdesignyour m rsolutionbased dontheexisting glogicalarchite ecture.Thisisan nadditionallay yeroffunctiona alitythat willleadtoafina w aloverarchingsetofdesigndoc cumentation.
Whenyoumapr W requirementsto oserviceapplic cations,youmu ustensurethat yougetbusine stakeholder ess rstosign of ffthedesign.Thiswilllargely beahighlevelagreementon functionbecau usesupportingserviceswillha avelittle meaningformos m stbusinessuser rs.Aswiththelogicaldesign,it tisessentialtha atyoumaintain nthedocumentationof yo ourserviceappl licationforman nagementanda administrationp purposes.
Objectives O
Describehow wtoidentifyth heserviceapplic cationrequirem mentsforanorg ganization. Describehow wtouseaplanningworksheet ttodocuments serviceapplicat tioninstances.
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Id dentifyingBus sinessRequire ementsforSe erviceApplica tions

KeyPoints
Mapping business requiremen to the available service a M nts applications de emands that y you have a th horough un nderstandingof fwhatservicea applicationsoff ferandwhatyo ourbusinessuserswanttoach hieve.Itshould dnotbe yo ourgoalto use easmanyservic ceapplicationsaspossible, bu to usetheri ut ightones.Fore example, justb because in nformationwor rkersusethe MicrosoftOffice M esystemdoesn meanthat you shoulddeploy all of the service not ap pplicationsthat tarerelatedtoMicrosoftOffice;thesearenec cessaryonlyify youwanttouse etheirfunctionality.
RequiredAppl lications
Id dentifyingservic ceapplicationst thattheorganiz zationrequires isdependento ontheinformationthatyougatheras pa artofyouranalysisofbusiness requirements.Itisrareforau userrequireme ntsdocumentt tospecifyanyneedfor th heUserProfileS Service,soyoum mustinterpretw whichservicesa essfunctionality.For arenecessaryt odeliverbusine ex xample,ifthebusinessrequire ementsspecifyt thatthebusines sswantstousemoresocialcomputingfunctio ons, su uchastaggingandMySitessite es,youshouldb beabletoration nalizethattoaneedfortheUserProfileServ vice.
Is solatedServic ces
Whenyouhavei W identifiedalloftherequiredse ervices,yousho ouldthenidenti ifywhethersom medivisionsor seservices.This de epartmentshav vearequiremen ntforisolatedin nstancesofthes sisnotafunctio onofpreferenc ce,but ra atheraresultof frealbusinessn need.Forexamp ple,adepartme entmayhaveataxonomythat ttheywanttou usefor se earch.Ifthisisu uniquetothisde epartment,you ushouldconside erdeployinga se eparateserviceinstancethatenablesdepartm mentaluserstom managetheiro owntaxonomy.Theseuserswill no otbeseparated dfromthecorpo orateManaged dMetadataServ vice,buttheyw willhaveanadditionaltaxonom my th hattheycanuse e.Youmayalsoneedtoidentif fythelevelofis solationthatisn necessaryforse erviceapplicatio ons so othatyoucand decidewhethertoprovideseparateserviceap pplicationdatab bases.
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MultipleInstances
Youshouldidentifywhich,ifany,servicesarecriticaltoyourbusinessandalevelofperformancethatis acceptabletotheusers.Whenyouhavethisinformation,youmaychoosetoincludemultipleinstancesof importantserviceapplicationsforimprovedperformanceorincreasedsecurity.Ifyoudorequiremultiple instancesforresilience,ensurethatyouhosttheseinstancesonseparateservers.Forexample,youshould implementtwoinstancesofExcelServicesinthesameapplicationpooltoensureincreasedavailabilityforusersof ExcelServices.Byhavingtwoinstancesonseparateservers,youcanensurethattheservicecontinues,evenifan applicationserverfails.
Performance
Allserviceapplicationsplaceresourcedemandsonservers.Ifyouhaveaseriesofresourceintensiveservice applications,such as Excel Servicesor the VisioGraphicsService,you shouldensurethat you implement theseonseparateplatforms.
MultipleFarms
Fromaperformanceandmanagementperspective,yourgoalshouldbetodeliverasinglefarmsolutionforyour organization.Oftenarchitectsregardfarmseparationasthefirst,orevenonly,optiontoisolateusers.However, Webapplicationsandsitecollectionsarethefirstoptionsthatanarchitectshouldselect.Rememberthatyoucan onlysharesixservicesacrossfarms.Ifyoumustdeploymultiplefarms,you shouldidentifyandgroupcommonrequirementssothatyoucandesignforeasymanagementandbetter performance.
CentralizedServices
Ifyouhaveacompellingreasonforestablishingtwoormorefarmsforyourdeployment,youshouldidentify whichoftheavailableserviceapplicationsyoucanshare.Thiswillminimizeadministrativeoverheadsand createacorporateunityforbusinesscomponentssuchassocialcomputing.
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MappingInstancesbyUsing M gtheService ApplicationsPlanningWor rksheet

KeyPoints
Yo oumustdocum menttheserviceapplicationsth hatyouplantoiimplementand dthecoreinform mationaboutth hese. Yo oushouldalway ysmaintaindoc cumentationab bouttheservice eapplicationsth hatyoudeploy.Thiswillhelpyouto maintaintheenv m vironment.Itwi illalsoenableyoutoensureth hatyouhaveco nfigureddepen ndentservice ap pplications.
PlanningWork ksheet
Th heplanningworksheetisspecifictothelogica aldesignthatyo ouhavecreated dforyourorgan nizationbecaus seit re eflectstheWebapplicationswithwhichservic cesareconnect ted.Thecolumn nsintheworksh heetinclude:
Serviceappl lication.Thiscol lumnlistsallof theserviceapp plications.Youc canaddserviceapplicationsba ased onyourSharePoint2010SK KUandanythirdpartyservice applicationsth hatyouuse. Description.Thiscolumngiv vesabriefdesc criptionofthese ervicefunction ality.Althoughthismaynotbe e necessaryfo oranexperience edarchitect,itmakesiteasier tomapservice esagainstbusine essrequiremen nts. Youmayadd ddependencies sheretoassistl lessexperience dITstaff. Serviceappl licationinstance es.Thiscolumn enumeratesth enumberofins stancesforeachservice application.Makesurethat tyouhavealloftheinstances thatarenecess saryforisolationand performance.
Webapplica ationproxygrou ups.Thiscolumn nliststheWeba applicationpro oxygroups.Fore eachWebapplication thatusesas serviceapplication,youshould didentifythena ameoftheprox xygroup.Formostproxygroup ps,this shouldbeth heDefaultoptio on.However,yo oucanalsospec cifythecustomgroupswiththeirassociatedW Web application.Theremaybea aseriesofthese ecolumns.
Proposedda atabasenames.Thiscolumnliststhenamesof ftheserviceapplicationdatabasesthatyouin ntendto create.Fore eachserviceapp plicationthatyo oucreate,yous shouldnameth heassociatedda atabaseordata abases. Remembert thatmultipleinstancescansha areacommond databaseset,so oifyouwantto oisolateservice applications satthedatabas selevel,youmu ustprovidenam mesforeachserv vice
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instance.YoumayneedtoconsultwithyourDBAtoensurethatyouselectnamesthatfitwithanyexisting standard.
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Lab:PlanningaServic n ceApplicat tionArchitecture t
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Exercise1:DesigningaLogicalArchitecture
Scenario
ThelogicaldesignfortheContoso,Ltdenvironmenthasbeensignedoff,soyounowneedtodefinetheservice applicationsthatarenecessarytoservicethebusinessrequirements.
YourteammustalsotestpartofthedesignbycreatingManagedMetadataServiceinstancesforContoso,Ltdand ContosoResearchonthetestenvironment.
1. Readthesupportinginformation.
2. CompletetheServiceApplicationsPlanningworksheet.
3. IntheE:\Labfiles\Lab02\Starterfolder,readtheContosoBusinessRequirements.docx andLogical ArchitectureRequirements.docxfiles.
Task2:Complete theServiceApplicationsPlanningworksheet
IntheE:\Labfiles\Lab02\Starterfolder,completetheSharePoint2010ServiceApplicationsPlanning worksheet.xlsxfile.
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Exercise2:CreatingServiceApplicationsandAssigningProxyGroups
Scenario
Toassesspartofyourdesign,youmustcreatesomeoftheserviceapplicationcomponentsforuser acceptancetesting.
1. CreateManagedMetadataServiceapplications.
2. Associateaserviceapplicationwithacustomproxygroup.
Task1:CreateManaged MetadataServiceapplications
1. UsetheApplicationManagementpagetocreateaManagedMetadataServiceapplicationbyusingthe followingconfigurationinputs:
Name:MMS_Default
Databasename:TermStore_Default ApplicationPool:SharePointWebServicesDefault
2. UsetheApplicationManagementpagetocreateaManagedMetadataServiceapplicationbyusingthe followingconfigurationinputs:
Name:MMS_Research Databasename:TermStore_Research ApplicationPool:SharePointWebServicesDefault
Task2:Associate aservice applicationwithacustom proxygroup

UsetheApplicationManagementpagetoassociatetheSharePointResearchWebapplicationwiththe MMS_Researchserviceapplication.
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ReviewQuesti ions
1. Whatarethekeydifference . esbetweenthe eserviceapplica ationarchitectu uresinSharePoi int2010and ePointServer20 007? OfficeShare
2. Whatisapro . oxy?
3. Whatisapro . oxygroup?
BestPracticesRelatedtoSe erviceApplications
Su upplementorm modifythefollow wingbestpract ticesforyourow wnworksituations
Minimizethenumberofse erviceapplicatio onsthatyoudep ploytomatchb businessrequire ements.Thissav ves serverresou urces. Checkforse erviceapplicatio ondependencie es. Assessrequirementstodefinethenumber rofinstancesth hatarenecessa ry.Thisrequiresongoing monitoringo ofperformance e.
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Module5
PlanningforPerformanceandCapacity
Contents:
Lesson1:PrinciplesofPerformancePlanning Lesson2:DesigningforPerformance Lesson3:PrinciplesofCapacityPlanning Lesson4:DesigningforCapacity Lab:PlanningforPerformanceandCapacity
53 514 532 542 551
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Modu uleOverv view
Planningforperf formanceandcapacityisanim mportantpartof fdesigningyou rMicrosoftSh harePoint 20 010deploymen nt.IfyourSharePointenvironm mentdoesnotm meettheperformanceneedsorexpectationsofyour us sers,therecouldbesignificant tresistancetoth headoptionof thesolution.Ifyoudoplanen noughstorage,t the so olutionwillquic cklyrunoutofs spacetoexpand d,andthiswilld delayorpreven tadoptionofth hesolution.
Objectives O
Describethe eprinciplesofd designingtomax ximizeperform mance. CreateaSha arePoint2010p performancede esignthatmitiga atesperforman ceproblems. Describehow wcapacityplan nningaffectsthe edesignofaSh harePoint2010implementation. capacitydema CreateaSha arePoint2010fa armdesignthat tcatersforcurr rentandfuture ands.
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Lesson1

Principleso Perform of mancePlan nning
Be eforeyoucreat teyourperform manceplan,itis importanttou nderstandhow wtomeasurepe erformanceofa Sh harePoint2010serverfarm.Yo ourchoiceoffeaturestoimple ementwillalsoa affectperforma ance.Youwilln needto es stimatethenum mberofserversthatyourfarm requiresbefore eperformingte estingtoverifyt thatthefarmm meets th heperformance eexpectationso ofyourorganiza ation.
Objectives O
Identifyelem mentsofperfor rmancedesign. IdentifySharePoint2010se erverroles. IdentifytheperformancecharacteristicsofWebFrontEn nd(WFE)server rs. Identifytheperformancecharacteristicsofapplicationse ervers. Identifytheperformancecharacteristicsofsearchservers s. Identifytheperformancecharacteristicsofdatabaseserv vers.
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Discussion:Per rformanceCo onsiderations
KeyPoints
Whenyouconsid W deraSharePoin nt2010solution n,thedesignmu ustachievethe performancere equirementsthatthe h bu usinessspecifies.
Question:Howc Q canyoumeasur reSharePoint20 010performanc ce? Question:Which Q helementsofasolutionwillaff fectperforman ce? Question:Which Q htoolscanyouu usetomeasure eperformance? Question:Whenshouldyouimp Q proveperforma ance? Question:Howc Q canyouidentify ythataperform manceimprovem menthasbeena achieved?
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Sh harePoint2010ServerRoles s
KeyPoints
Whenyouplana W anddesignaSha arePoint2010s solution,itisim portanttocons siderarchitectu uralelementsof fthe so olutiontounderstandtheimpa actoftheseelementsonthed esign.SharePoi intfarmshavet threeoperation nal tie ersofservicesthatserversind differentrolescanperform.Th efollowingsect tionsdescribet thesetiers.
WebFrontEnd W dServers
WFEserversrend W dertheWebpagecontentand dreturnittothe eclientthatreq questscontent.
ApplicationSe A ervers
Th heapplications serverrolerelat testotheprovis sionofservices inthefarm.Ap pplicationserve ershostservice ap pplications,including:
ice(queryandc crawl) SearchServi UserProfileService BusinessDat taConnectivityService WebAnalyticsService ManagedMetadataService e ExcelService esApplication AccessService VisioGraphicsService WordAutom mationServices s PerformancePointServiceApplication HealthDataColl lectionService UsageandH
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StateService SecureStoreService
DatabaseServers
ThedatabaseserverroledescribesthecomputerorcomputersrunningMicrosoftSQLServerthatholdthe followingtypesofdatabase:
Farmconfiguration Search(administration,property,andcrawldatabases) BusinessDataConnectivity ManagedMetadata SecureStore State UserProfile ProfileSynchronization SocialTagging UsageandHealthDataCollection
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Pe erformanceo ofWeb Front tEndServers
KeyPoints
WFEserversform W mtheSharePoin ntconnectionpointforclients thatrequestco ontentorservic ces.Thismeansthatall clientrequestsplacesomeloadontheWFEser rvers.WFEserv versrenderpage esbeforereturn ningrequested pages oabrowser. to
In nsmallfarms,W WFEserversofte enperformappl licationrolesinadditiontothe eWFErole.
WFEserversdon W notrequirelarge equantitiesofd diskstorage,bu utrelyheavilyo onprocessorandmemoryfor pe erformance.Thefollowingtabledescribesthe eprocessorand dmemoryloadc characteristicsf forWFEservers s.
Serviceapplicationorfeature
Sh harePointFound dationService Tim merService Lo oggingService Us serProfileService WordViewingService W Po owerPointService Ex xcelCalculationService VisioService Ac ccessService ManagedMetada ataService
CPUload High Medium Medium Low Low Medium Medium Low Low Low
Memo oryload High Mediu um Mediu um Mediu um Low Mediu um Low Low Low Mediu um
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WebAnalyticsService W Bu usinessConnect tionService Inf foPathFormsService WordConversion W nService Pe erformancePoin ntService Sa andboxedSoluti ions WorkflowCapabi W ilities
CPU load Low Medium Medium Low Medium Low High
Memo load ory Low Mediu um Mediu um Low Mediu um Low High

Note:Theseload dcharacteristics sexistevenwhe enallserviceap pplicationsarer runningondedicated pplicationserve ers.Forexample e,theExcelCalc culationService ewillincreaseC CPUusageonth he ap WFEserver,even W nifyouhavean napplicationser rverdedicatedt torunningExce elServices.
Yo oucanusethet tableasaguide elinetohelpwh henyoucalculat teworkloadfor rWFEservers.U Usethe fo ollowinginformationwhencalc culatingserverworkload:
Considertha atmediumcost tCPUoperation nsarethreetim mesheavieronw workloadthanlo owcostCPU operations. athighcostCPU Uoperationsarefivetimeshea avieronworklo oadthanlowco ostCPU Considertha operations.
To oimproveperfo ormanceofpag gerenderingand dclientaccess, youcanaddm oreWFEserver rstothefarmand im mplementnetworkloadbalanc cing.
Fo ormoreinformationaboutsizingforSharePo ointServer2010 0,see

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Pe erformanceo ofApplicationServers
KeyPoints
Ap pplicationserve ershostserviceapplications.Se erviceapplicatio onsofferamor reflexibleappro oachtofarmse ervices th hanpreviousversionsofMicrosoftOfficeShar rePoint;younow whavemoreo ptionsforcontr rollingwhichse erversin th hefarmrunspe ecificserviceapp plications.
Differentserviceapplicationsha avedifferentwo orkloadprofiles s,butyoucand dedicatespecificserverstospe ecific erviceapplicatio ons.Youcanals soscaleoutbys specifyingmultiipleserversfor aspecificservic ceapplication. se
Differentserviceapplicationsha avedifferentwo orkloadprofiles s,butmostapplicationservicesdonotrequire elocal torageontheap pplicationserve er.Themainhardwarerequire ementsforappli and st icationserversareprocessora memory.Thefollowingtablede m escribestheprocessorandmem moryloadchara acteristicsforapplicationserve ers.
Sh harePointFound dationService Tim merService Lo oggingService Us serProfileService WordViewingService W Po owerPointService Ex xcelCalculationService VisioService
CPUload None Medium None Medium High High Medium High
Memo oryload None Mediu um None Mediu um Mediu um Mediu um High High
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Ac ccessService ManagedMetada ataService WebAnalyticsService W Bu usinessConnect tionService Inf foPathFormsService WordConversion W nService Pe erformancePoin ntService Sa andboxedSoluti ions WorkflowCapabi W ilities
CPU load High Medium None High Medium High High High None
Memo load ory Mediu um Mediu um None High Mediu um Mediu um High High None
Generally,forbe estperformance e,serverrolessh houldnotshare eserviceapplica ationswithahighload. onsiderthatsom meserviceapplicationswillals soincreasethew workloadonth eWFEservers. Co
Fo ormoreinformationaboutperformancetest resultsandreco ommendations ,see

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Pe erformance ofSearchServ o vers
KeyPoints
Se earchistypically yasignificantb benefitofimplementingShareP Point2010,but titplacesalargeworkloadbur rdenon th hefarm.Wheny youconsiderfarmperformanc ce,youmustoft tenconsidersearchperforman ncespecificallyinthe co ontextofthefarm.
Se earchserversca anperformtwofunctions:
Thecrawlco omponentcraw wlsandindexesc contentprimar rilyintheShare ePointcontentd databases,altho oughit canalsoinde exothertypeso ofstoragerepository.Thecraw wlrolebuildsth heindexandsub bmitsindexupd datesto thesearchq queryrole.Craw wlcomponentsa aggressivelyuse eCPUbandwidt th.Optimally,a agivencrawl componentcanutilizefour rCPUcores.Me emoryisnotasc criticalforthec crawlcompone ent. Thequeryco omponentresp pondstouserse earchrequests.W Whenusersent terasearchina aSharePointsit te, SharePoint2 2010submitsth hequerytoase erverthathosts sthequeryrole toreturnaresultset.Allserve ersthat hosttheque eryrolehaveac copyoftheinde exthatthecraw wlrolegenerate es.However,ad dditionalsearch h databasesal lsoholdspecific csearchinforma ation.Thequer ryroletypically hashighprocessorandmemo ory requirements.
Note:Asinglesearchservercan nperformbothcrawlandquer ryfunctions.
In naddition,theS Searchserviceh hasasignificantimpactondata abaseservers.T TheSearchserviceplacesahigh h lo oadonCPU,input/output(I/O) ),andstorageco omponents.Cra awldatabasesa aggressivelyuse eI/Obandwidth h.A cr rawldatabasen needs3,500I/Ooperationsper rsecond(IOps)f forcrawlingact tivities;itwillco onsumeasmuc chas 6, ,000IOPS,basedontheavailab blebandwidth.
Question:Canyo Q ouspreadthecrawlcomponen ntacrossmultip pleserversinaf farm?
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Pe erformanceo ofDatabaseServers
KeyPoints
Da atabaseservers sstoremostSha arePointconten ntandmostSha arePointconfigu urationdata.No otallservice ap pplicationsaffectdatabaseservers,becauseso omeserviceapp plicationsdono otrequiredatab bases.However, st torageaccesstim mesandstoragecapacityarea akeyfocusfort therole.
Th hefollowingtab bledescribestheprocessor,I/O Oload,andstor ragecharacteris sticsfordatabaseservers.
Serviceapplication
Sh harePointFoun ndationService TimerService Lo oggingService UserProfileServ U vice WordViewingSe W ervice PowerPointServ vice Ex xcelCalculation nService VisioService V AccessService A ManagedMetad M dataService WebAnalyticsSe W ervice BusinessConnec ctionService
CPUload d Mediu um None Mediu um High None None None Low Low Low High None
I/Oload Hig gh No one Hig gh Hig gh No one No one No one Low w Low w Low w Hig gh No one
Storage High None High Medium None None None Low Low Medium High None
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Serviceapplication In nfoPathFormsS Service WordConversionService W PerformancePointService Sa andboxedSolut tions WorkflowCapab W bilities
CPU load d Low Low Low None None
I/O load Low w Low w Low w No one No one
Storage Low Low Low None None
DiskStorage D
Diskstoragetype esandredundan ntarrayofinde ependentdisks( (RAID)configura ationcanhaveasignificantim mpact ntheperformanceofdatabase eservers. on
Directattacheds storage(DAS)isaconfiguration nwhereastora agecontrollerw withoutanetwo orkinterfaceconnects heserveranddi iskhardware.D DAStypicallyuse esSmallCompu terSystemInte erface(SCSI),Se erialAttachedSC CSI th (S SAS),orSerialAT TA(SATA)disks.
Astorageareane etwork(SAN)co onnectsserverh hardwaretodis skhardwareoveradedicatednetwork.Thisc canbe nEthernetbase ednetworkora aFibreChannel basednetwork k.SANstoragea appearstotheoperatingsyste emas an lo ocallyattachedd disks.SANsoffe erhighspeed,highcapacitysto oragewithaddi itionalcapabilit ties,suchasthe eability to osupportSQLSe erverclusters.H However,theyc createasignific cantcostincrea aseoverDAS.
Networkattache edstorage(NAS)isaselfcontainedstoragede evicethataserv verorclientcan naccessoverth he etwork,typicallythroughtradi itionalfileshare emethods. ne
Note:Onlyconte entdatabasesth hatuseremote binarylargeob bject(BLOB)sto oragesupportNASstorage.Any y etworkstoragearchitecturemustreturnthef firstbyteofdat tawithin20ms. ne
Yo oucanusediffe erentdisktypesanddifferentR RAIDconfigurat tionstosupport tspecificperfor rmancerequirements. SA ASdiskstypicallysupportfasteraccesstimes,a althoughspecif ficRAIDconfigu urationssuchasRAID1,RAID D5,or RA AID10canals soaffectreadorwriteaccessti imes.
Note:Youshould dconsultthegu uidelinesthatth hestoragehardw waremanufact turerprovidest todetermineth he AIDconfiguratio oneffectonperformance. RA
Ifyouexperience eperformanceo orstoragebottleneckswithth edatabaseserv verrole,youcanaddmore atabaseservers stothefarmandspreadyourd databaserequir rementsacrossmultipleserver rs. da
Question:Whys Q shouldyoucons siderRAIDstora ageoptionsfory yourdatabasea andtransaction nlogfilestorage e?
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Lesson2

Designing D gforPerformance
Itisimportantto orecognizewhic chperformance efactorsyoum ustmeasureto planaSharePo ointServer 010deploymen ntthatmeetstheperformancerequirementso ofyourorganiz ation. 20 Af ftermodelingp performance,yo oumustalsounderstandhowt toconfigureyo urfarmdesignandtopologyto o ch hangetheperfo ormanceprofile eofthefarm.
Objectives O
Mapbusines ssrequirementstosolutionperformance. Maplogicalarchitecturean ndserviceapplic cationdesignto operformance. . IdentifyscalingoptionsforimprovingShar rePointfarmpe erformance. Selectasuitabletopologyfo oraSharePoint tfarm. MonitorSha arePoint2010serverperforma ance. Identifystep psinperforman ncemanagemen ntmodeling. Identifytoolsforperformin ngperformance etesting. Identifycach hingoptionsfor rperformancei improvementin nSharePoint20 010.
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MappingBusin M nessRequirem mentstoPerformance
KeyPoints
Th herearefourm majoraspectstosizingperforma ance.Thefollow wingsectionsde escribetheseas spects.
La atency
La atencyisthetim methatelapsesbetweentheuserperforming anactionandt theclientreceiv vingandposs sibly di isplayingthed data.Forexamp ple,itisthetimethatelapsesb betweentheus serclickingalinkandtheclient t di isplayingthede estinationpage.
La atencytypically yincludesthe time from the client sending a requestto th server;the serverprocessi the t he ing clientrequest;th heserversendin ngaresponseto otheclient;and dtheclientproc cessingorrenderingtherespo onse.
Sh harePoint2010latencycansuf fferinmanydiff ferentareas,in cluding:
rredtoasround dtriptime(RTT T). Networklatency,alsorefer Availablene etworkbandwid dth,whichaffec ctshowlongitt takestosendba ackthewholeo oftheresponse. Uncompress seddatatransm mission. Customcodeelements,suc chasWebParts sorfeaturestha atarenotwello optimized.
oucanonlydeterminetheserv verprocessinga andclientrende eringelements oflatencythro oughperforman nce Yo te esting.However r,youmayhave eaccesstocasestudiesthatca nprovideaben nchmarktoassistindeterminin ng ge eneralrequirem ments.
Th hroughput
Th hroughputisthenumberofrequeststhatase erverfarmisab bletoprocessin nafixedperiod. .Tocreatea Sh harePointfarmsolutionthatsa atisfiesuserrequirements,you ushould:
eexpectedload d. Estimatethe Conductper rformancetestingagainstthes suggestedconfiiguration.
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Yo ouwilloftenne eedtocalculateworkloadtoes stimatethenum mberofservers thatyourequir reforadequate e th hroughput.Youcancalculatew workloadbyusin ngaworksheet ttoidentifythenumberofcon ncurrentusersa andthe av veragenumberofrequestseac chday.Thefollo owingtableout tlinesanexamp pleworksheet.
Workloadcharacteristics
To otalnumberofu users(Tu) To otalnumberofu uniqueusersea achday Co oncurrencyrate e(Cr) Re equestseachda aybyeachuser Pe eakusageratio(Pu) Ho oursinthebusin nessday(H)
Value
Yo oucanthenapp plythefollowingformulatoes stimatethenum mberofrequest tspersecond: Re equestspersecond=(TuCr PuRd)(H 3600) In nthisformula,T Tuisthetotaln numberofuser rs,Cristheave erageconcurren ntnumberofu users,Puisthe peak us sageratio,Rdis stheaveragenu umberofreque estseachdayby yeachuser,and dHisthenumb berofworkingh hours in ntheday.3,600 0isthefactorto oconverthours intoseconds.
Note:Youshould dusepeakuserloadforexam mple,thenumb erofconcurren ntusersatpeak ktimestosize ethe harePointfarmtocopewithpe eakperformanc cerequirement ts. Sh
Yo oucanthenest timatethedifferenttypesofre equesttofactor rinmediumorh highcostCPUa activities,which h ha aveahigherimpactonworkload.Usethefollowingformula toestimatewe eightedrequestspersecond:
stCPUoperatio ons=3lowco ostCPUoperatio ons Mediumcos HighcostCP PUoperations= =5lowcostCPUoperations
DataScale D
Da atascaleisthecorpusofdataorcontentthat ttheserverfarm mholds.Genera ally,greatervol lumesofdatare educe th hroughput,butdatadistributio onacrossdiffere entserversand storagemedia canalsohavea aneffect.
Yo oucancalculate edatascalebas sedoncertainin nformationabo outcontentstor rage,oryoucan nestimatedata a sc calebasedonth hestoragerequirementsinyou urcurrentenvir ronment.
Ce ertaindataoperationscanalso oaffectthrough hputorlatency becauseSQLSe erverinvokesda atabaselocksto o pr reventconflictingoperations.
Reliability
Ty ypically,manya administratorsc considerreliabil lityasuptime.H However,inthe econtextofper rformance management,reliabilityisamea m asureofthetim meforwhichthe efarmcanmee etallperforman ncetargets.This sshould in ncludecoverage eofpeakloadtimes.Peakloadtimesmaybew whenthehighe estnumberofu users ar reloggedon,or rwhensearchc crawlsarerunni ing,orwhenba ackuptasksarerunning.
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Manyorganizatio M onswillhavear reliabilitytarget tthatisexpress sedasanumbe erofnines.Thefollowingtable e sh howssomeexam mplereliabilityfigureswiththe ecorresponding gcalculatedtim mevalue.
Reliabilityvalue
99 9percent(twon nines) 99 9.9percent(threenines) 99 9.99percent(fo ournines)
Unaccepta performance time eachmonth able e h 7hours 43minu tes 4minute es
Question:Howc Q canyoudetermineRTTforane etworklink?
Fo ormoreinformationaboutcap pacityplanning forSharePoint t2010,see

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MappingLogic M calArchitectureandService eApplicationD Designto Pe erformance
KeyPoints
Whenyouplana W aSharePointsolution,itisimpo ortanttounder rstandtheeffec ctofthelogicalarchitecturede esign on nperformance. .Logicalarchite ecturechoicessuchasthenum mberofWebapp plicationsorthe enumberofsit te co ollectionsinadatabasecanhav veadramatice effectonperfor rmance.
In nSharePoint2010,therearesp pecificrestrictio onsknownaslim mitsorboundar ries:
earevaluesbey yondwhichuse ersmayexperie ncedegradedp performance.Yo oucanexceed Limits.These thresholdlim mitswithasupp portedconfigur ration,although hperformancem maybedegrade ed.Aconfigurationis notsupportedifyouexceedasupportedli imit. dcodedmaximu umvaluesthat thesystemcan notexceed. Boundaries. Thesearehard
harePointsolutiondesignsmus sttakeaccount oftheselimitstomaximizepe erformance. Sh Th hefollowingtab bleshowsWebapplicationlimits.
mit Lim Co ontentdatabase e Zo one Managedpath Applicationpools A

M Maximum value 300foreachWe 3 eb application a 5foreachWeb application 5 20foreachWeb 2 b application a 10foreachWe ebserver
Restriction type SupportedLimit Boundary SupportedLimit SupportedLim mit
Th hefollowingtab bleshowssitecollectionlimits. .
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Lim mit Website W Si itecollectionsiz ze(unless itistheonlysitecollection nthedatabase) in Li istviewthresho old
Maximum value M 250,000foreac chsite collection c 200gigabytes(GB)
Restriction type SupportedLim mit SupportedLim mit
5,000items(wa arningat 3,000items)
ThresholdLim mit
Note:SharePoint t2010canexce eedsupportedli imits,attherisk kofdegradedp performancean ndanunsupport ted fa armconfiguratio on.SharePoint2 2010cannotex xceedstatedbo oundaries.Share ePoint2010can nexceedthresh hold lim mitsinasuppor rtedconfigurati ion,butatther riskofdegraded dperformance. .
Se erviceapplicatio ondesigncanaffecttherequir redperformanc ceofthedesignbyintroducing gadditionalhard dware re equirements.Yo oucandedicate eoneormoreapplicationserve erstoaservice applicationifth hatservice ap pplicationrequi iresadditionalp performanceor rplacesahighlo m. oadonthefarm
Question:Howc Q cananorganizat tioncreateasin ngleSharePoint tfarmtohold1 1terabyteofcollaborativedata a, giventhattheco ontentdatabase esizelimitis200 0GB?
Fo ormoreinformationaboutthe esoftwareboun ndariesandlim itsforSharePoi int2010,see

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Sc calabilityofSh harePoint2010 0
KeyPoints
Yo oucanscaleSha arePointfarmstomeetperformancetargetsiintwodifferent tways:
Scaleup.Sca alingupinvolve eschangingtheserverhardwar reconfiguration ntoincreaseth heworkloadtha ata singleserver rcanaccommodate.Forexample,youcaninc creasethenumberofprocesso orcoresinaser rver, increasethe eamountofmemoryintheser rver,orupgrade ethedisksubsy ystemtousefas sterstorage. Scaleout.Sc calingoutinvolv vesaddingmore eserverstothe efarmtoachiev vecapacityorp performancetar rgets. Forexample e,youcanaddm moredatabaseserverstodedic catethesearchdatabaseloadtoanotherserv ver.
Question:Inadd Q ditiontoextrahardwarecosts, whatothercos stdoesscalingo outincur?
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Se electingaFar rmTopology
KeyPoints
Itisimportantto oconsiderfarmsizeandtopolo ogycarefullywh henyousizeaSharePoint2010 0solutionfor erformanceand dcapacity.Farm mtopologiesfor rSharePoint20 10fallbroadlyintothreecateg pe gories:
Smallfarm.AsmallSharePo ointfarmtypica allyhastwoort threetiersmad deupfromupto ofiveservers. databaseserver, ,andWFEserve ersmayalsope rformserviceapplication Typically,thereisasingled roles.Atwotier,threeserv verfarmcanserverelativelylo owusageload(a afewrequestsperminutetoa afew requestsper rsecond(RPS))andavolumeo ofdatainthere egionoftensof gigabytes. Mediumfar rm.Atopologyf foramediumSh harePointfarm typicallyhasth hreetiers,withmorethansixs servers. Theremayb bemultipledata abaseservers,m multiplesearch servers,andap pplicationserversthatarededi icated tospecificse erviceapplicatio ons.MultipleW WFEserversena blemanyconcu urrentuserrequests.Amedium msize farmcanser rveausageload dofafewtenso ofRPSandada tavolumeupto o1terabyte. Largefarm.AtopologyforalargeSharePo ointfarmtypica allyemploysine excessof1012 2serversthatar re arrangedinthreetiers.Ina alargefarm,youoftenlogically ygroupservers saccordingtoth heapplications that theserversh host.Forexamp ple,agroupoft threeserversho ostingMicrosof ftInfoPathforms,oragroupoftwo crawlserver rs.Alargefarmcanserveusage eloadsofhund redsofRPSand ddatastorageo oftensofteraby ytes.
Fo ormoreinformationabouttop pologiesforSha arePointServer 2010,see

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MonitoringPe M erformance
KeyPoints
To osizeasolution ncorrectlyfrom maperformance eperspective,y youshouldperfo ormmonitoring gofthesystem under lo oadtoascertainperformancec characteristics,i identifybottlen necks,andestab blishthecapabi ilityof th hesolutiontom meetbusinessre equirements.
Yo oucanusetheP PerformanceM MonitortoolinW WindowsServer r2008andWindowsServer2 2008R2tocapture pe erformanceinfo ormationfromperformanceobjectsandcoun nters.Performa anceobjectscan nincludehardw ware co omponentssuch hasprocessoro ormemory.The eycanalsoinclu udesoftwareco omponentssuch hasWindows op peratingsystem msubsystemsor rtheMicrosoft.NETFramewor rk.
monitortothe SharePointUsa Yo oucanalsoaddtheperforman ncecounterstha atyouneedtom ageandHealthData Co ollectiondataba ase,whichcant thenprovideasinglepointfor rhealthandper rformancedata a.Youdothisby yusing th heAddSPDiagn nosticsPerforma anceCounter WindowsPowerS W Shellcmdlet.
Yo oushouldcaptu ureinitialperformancestatistic csunderpeaklo oadtocreateabaselineforho owthesystem pe erforms.Yoush houldthenregularlyrevisittheperformancein nformationfor thelivesystem m.Thiswillenableyou to ocapturetrenddataandidentifyanyareasfo orperformance improvement, ifrequired.
Th hefollowingtab bledescribesthesystemperformancecounte ersthatyousho ouldmonitoronanyWebserve er.
ounter Co %ProcessorTime e
Object Processor
Description n Thisshow wsprocessorusa ageoveraperio odoftime.Ifthisisconsistentlytoo high,you mayfindperfo ormanceisadve erselyaffected.Remembertoc count r canalsomeasuretheusageon neach "Total"inmultiprocessor systems.Youc processor rtoensurebala ancedperforma ancebetweencores.
A Avg.DiskQueue e Le ength
Disk
Thisshow wstheaveragen numberofboth hreadandwrite erequeststhatwere queuedfo ortheselected diskduringthe esampleinterva al.Abigger
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Counter
Object Description diskqueuelengthmaynotbeaproblemaslongasdiskreads/writesare not suffering and the system is working in a steady state without increasingthequeuelength. Thisshowstheaveragenumberofreadrequeststhatarequeued. Thisshowstheaveragenumberofwriterequeststhatarequeued. Thisshowsthenumberofreadstodiskpersecond. Thisshowsthenumberofwritestodiskpersecond. Thisshowstheamountofphysicalmemorythatisavailableforallocation. Insufficientmemorywillleadtoexcessiveuseofthepagefileandan increaseinthenumberofpagefaultspersecond. Thisshowstherateatwhichfaultsoccurwhenapageissoughtinthefile systemcacheandisnotfound.Thismaybeasoftfault,whenthepageis foundinmemory,orahardfault,whenthepageisondisk.
Disk Disk Disk Disk Memory
Avg.DiskRead QueueLength Avg.DiskWrite QueueLength DiskReads/sec DiskWrites/sec Available Mbytes CacheFaults/sec
Memory
Theeffectiveuseofthecacheforreadandwriteoperationscanhavea significanteffectonserverperformance.Youmustmonitorforincreased cachefailures,whichareindicatedbyareductionintheAsyncFast Reads/secorReadAheads/seccounters. Pages/sec Memory Thisshowstherateatwhichpagesarereadfromorwrittentodiskto resolvehardpagefaults.Ifthisrises,itindicatessystemwideperformance problems. Theserverpagingfile,sometimescalledtheswapfile,holdsvirtual memoryaddressesondisk.Pagefaultsoccurwhenaprocesshastostop andwaitwhilerequiredvirtualresourcesareretrievedfromdiskinto memory.Thesewillbemorefrequentifthephysicalmemoryis inadequate. Thisistherateatwhichdataissentandreceivedviathenetwork interfacecard.Youmayneedtoinvestigatefurtherifthisrateisover 4050percentofnetworkcapacity.Tofinetuneyourinvestigation, monitorBytesreceived/secandBytesSent/seccounters. Thisindicatesthecurrentsize(inbytes)oftheworkingsetforagiven process.Thismemoryisreservedfortheprocess,evenifitisnotinuse. Thisindicatesthepercentageofprocessortimethatagivenprocessuses. Thisshowsthecurrentnumberofthreads. Thisshowsthetotalnumberofrequestssincetheservicewasstarted. MicrosoftSharePointFoundation2010providesthebuildingblocks forHTMLpagesthatarerenderedintheuserbrowseroverHTTP.This countershowsthenumberofrequeststhatarewaitingtobe
%Usedand% UsedPeak
PagingFile
TotalBytes/sec
Network Interface
WorkingSet
Process
%Processor Time ThreadCount (_Total) RequestsTotal RequestsQueued
Process Process ASP.NET ASP.NET
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Counter
RequestWait Time
Object
Description processed. Thisshowsthenumberofmillisecondsthatthemostrecentrequest waitedinthequeueforprocessing.Asthenumberofwaitevents increases,userswillexperiencedegradedpagerenderingperformance. Thisshowsthetotalnumberofrequeststhatwerenotperformedbecause ofinsufficientserverresourcestoprocessthem.Thiscounterrepresentsthe numberofrequeststhatreturna503HTTPstatuscode,indicatingthatthe serveristoobusy. Thisshowsthenumberofrequeststhatarecurrentlyrunning. Thisshowsthenumberofrequeststhatareperformedeachsecond.This representsthecurrentthroughputoftheapplication.Underconstant load,thisnumbershouldremainwithinacertainrange,barringother serverwork(suchasgarbagecollectionorexternalservertools).
ASP.NET
RequestsRejected
ASP.NET
Requests Executing(_Total) Requests/Sec (_Total)
ASP.NET ASP.NET
Thefollowingtabledescribesthesystemperformancecountersthatyoushouldmonitoronacomputerrunning SQLServer.
Counter
UserConnections
Object SQLServer:General Statistics
Description Thisshowstheamountofuserconnectionsonyourinstance ofSQLServer.Ifyouseethisnumberriseby500percentfrom yourbaseline,youmayseeaperformancereduction.
SQLServer:Databases Thisobjectprovidescounterstomonitorbulkcopyoperations, backupandrestorethroughput,andtransactionlogactivities. Monitortransactionsandthetransactionlogtodeterminehow muchuseractivityisoccurringinthedatabaseandhowfullthe transactionlogisbecoming.Theamountofuseractivitycan determinetheperformanceofthedatabaseandaffectlogsize, locking,andreplication.Monitoringlowlevellogactivitytogauge useractivityandresourceusage canhelpyoutoidentifyperformancebottlenecks. SQLServer:Databases Thisshowstheamountoftransactionsonagivendatabaseoron theentireSQLServerinstancepersecond.Thisnumberistohelp youcreateabaselineandtroubleshootissues. SQLServer:Locks SQLServer:Locks SQLServer:Locks SQLServer:Locks
Transactions/sec
Numberof Deadlocks/sec AverageWait Time(ms) LockWaitTime (ms) LockWaits/sec
Thisshowsthenumberofdeadlocksonthecomputer runningSQLServerpersecond.Thisshouldbe0. Thisshowstheaverageamountofwaittimeforeachlock requestthatresultedinawait. Thisshowsthetotalwaittimeforlocksinthelastsecond. Thisshowsthenumberoflockspersecondthatcouldnotbe satisfiedimmediatelyandhadtowaitforresources.
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ounter Co Av verageLatch WaitTime(ms) W La atchWaits/sec

Object SQLServe er:Latches SQLServe er:Latches SQLServe er:SQL Statistics
Description Thisshowsthe averagelatchw waittimeforlat tchrequeststha athad towait. Thisshowsthe numberoflatc chrequestspersecondthat rantedimmedia ately. couldnotbegr Thisindicatest henumberoft imesthecompilecodepathis cond. enteredpersec Thisindicatest henumberoft imesstatementrecompilesare e econd. triggeredperse Thisindicatest heratiobetwee encachehitsan ndlookupsfor plans. Thisshowsthe percentageofp pagesfoundinthebuffercach he gtoreadfromd disk.Theratiois sthetotal withouthaving numberofcach hehitsdividedb bythetotalnum mberofcache lookupssincea ninstanceofSQ QLServerwass started.
SQ QL Co ompilations/sec c
SQ QLRe Co ompilations/sec c Ca acheHitRatio Bu ufferCacheHit Ra atio
SQLServe er:SQL Statistics SQLServe er:Plan Cache SQLServe er:Buffer Manager
Note:TheSQLSe erverperforman ncecountersar reincludedhere eforthesakeo ofcompleteness.ManySharePo oint rchitectswillno otbeSQLServer rperformancee experts.Youma aywanttodiscu ussSQLServerperformanceissues ar withanexperien w ncedSQLServer rdatabaseadmi inistrator(DBA) ).
Question:Whatarethefourcommonhardwar Q recomponents stomonitoron aserver?
Fo ormoreinformationabouthowtomonitorandmaintainSh arePointServer r2010,see

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Pe erformanceM Management tModelinginSharePoint20 010
KeyPoints
Pe erformancemanagementmod delingforSharePoint2010inclu udesfivekeyst teps:
1. Model.Mod . delthefarmenv vironmentthat yourequireby establishingthe featuresthatyo ou eelementsorf wantyourso olutiontoprovi ide.Also,determineanyrequi redmeasuressuchasperformanceandreliab bility. Themodelin ngexerciseshou uldcreate:
Expecte edworkloadand ddataset(volum meofdata).
Farmpe erformanceand dreliabilitytarg gets.
2. Design.Designthefarmbyusingthedata fromthefirstst . tep.Thedesign nstepshouldcre eatelogicaland d physicalarch hitecturedesign ns.
3. Pilot,test,an . ndoptimize.Deployapilotenv vironmentandc conducttesting gagainstperfor rmancetargets. Wherenece essary,optimize ethedeploymen nttomeetperf formancetarget tsorconsiderre evisingthe solution(for rexample,chan ngethesolution nscopeorrevise ethetopology) ).
4. Deploy.Deploytheestablish . hedsolutiontotheproduction nenvironment.
5. Monitorand . dmaintain.Implementmonitoringofcapacity yandperformance,identifytre endsand bottlenecks, ,andimplemen ntmaintenanceactivitieswhen nrequired.
Whileyouinitiall W lyplanyourSha arePointfarm,y youwillusethe efirstthreestep pstoidentifype erformancetarg gets, de esignthefarm,andperformte estingtodeterm minewhetherth hedesignmeet stherequiredp performance ta argets.
Note:Workloaddescribesthedemandthatthe esystemmusts sustain.Worklo adtypicallyuse esthelabel PStodescribed demandontheserverfarm.Itismostcommo ontomeasureR RPSbyusingallr requestsin RP th heInternetInfo ormationService es(IIS)logexcep pttheAuthentiicationhandsha akerequests(40 01HTTPstatus). .Youdo no otcounttheseb becausetheybi iasthecalculate edRPSfigure.
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Question:Howc Q canyouidentify ySharePointperformanceissue esbeforeyoucreateyourprod duction en nvironment?
Question:Whatresolutionstepscanyoutaket Q toresolveaper rformanceissue eatthepilotph hase?
Fo ormoreinformationaboutcap pacityplanning forSharePoint t2010,see

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Pe erformanceT TestinginShar rePoint2010

KeyPoints
Yo oucanuseseve eraltoolstohelp pyoutoperformperformance etestingagainst tyourSharePoi intservers.One eof th hemostcompre ehensiveloadte estingtoolsfor SharePointenv vironmentsisM MicrosoftVisualStudio2010.
Th hefollowingtab bledescribesloadtestingconfigurationoptio nsforVisualStu udio2010.
onfiguration Co Lo ocalloadgenera ation
escription De
Inthisconfigurat tion,theclientc computerrunn ingVisualStudi iogeneratesallofthe Webrequestsfor W rtheloadtest.T Theloadtestis slimitedto250virtualusers,andthe te estonlyusesone ecoreofthecliientCPU. Inthisconfigurat tion,youdistrib butethetestcontrollerandtes stagentsacross s terstoscaleout ttheloadagent tsandincreasethetestload.Y You differentcomput mustinstallvirtualuserpackson m nthetestcontr rollercomputer rtoenabletesti ing. Th hisconfigurationenablestheu useofallCPUco oresontheload dagentcomput ters. Th hisconfigurationissuitablewh hereateamwill lbeperforming gtesting. Optionally,youc canusetheclien ntcomputerru nningVisualStu udioasthetest t co ontrollercompu uter.Thisconfig gurationenable esallcoresandmorethan250virtual us sersontheclien ntcomputer,bu utisonlyrecom mmendedforscenarioswhere an individualwillperformtesting.
Distributedtestcontroller ndtestagents,o optionally an sta ackedwithclien nt co omputer.
Af fteryouhavech hosenyourconfigurationforV VisualStudio,yo oushouldcreate eanewproject tinVisual St tudio.Theproje ectrequirescon nfigurationoftw woelements:
Webtests.W Webtestsarean ninstructionfortheVisualStu udioloadtesten nginetoretrieveaspecific WebpageorURL.
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Loadtests.L Loadtestsareacollectionofte eststoperform asabatch.Loa adteststypically yincludeanum mberof Webtestsan ndenableyout toconfigurerat tiosbetweenth heindividualWe ebtestsinclude edintheloadte est.
Note: Visual Stu udio loadtest projects can in nclude a think time variable, which is in k ntended to mir rror the be ehaviorofusers sbrowsingaWebsite,suchas pausingbetwe eenpages.Fort hetesttoretur rnarawRPSv value,it isrecommended dthatyouignore ethisfeature.
n rformance coun ntersfrom the serversthat y are e you In addition, you can configure Visual Studio to capture per te estingduringthetest.Youmus staddanycountersthatyouw wanttocapture totheloadtes stproject.
Yo oucanalsospec cifythedurationfortheloadtest.Youshould druntheloadte estoveraperio odthatwillensu ure th hatalloperation nalfactorsareincluded,sucha astimerjobsor indexcrawls.
Note:Youcanus setheLoadTest tingToolkit(LTK K)totestwheth heranexistingO OfficeSharePoi int2007topolo ogy ca ansustainanup pgradetoShare ePointServer20 010withthesam meload.TheLT TKisavailableaspartofthe Sh harePoint2010Administration nToolkit.
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Ca achinginShare ePoint2010
KeyPoints
Sh harePoint2010hasseveralme ethodsofcachin ngdataandobje ectstohelpimp proveperforma ancefortheend d us ser.
Whenaclientrequestsapage,a W acopyofthepa ageisstoredtem mporarilyinthe eoutputcache.Althoughthed duration of fthecacheisty ypicallysmall(th hedefaultis60 seconds),thisc cangreatlyassis sttheperforma anceofWFEser rversand re educelatency.
Ca acheprofilesar reavailablesothatsiteadminis stratorscancon ntroltheoutput tcachebehavio or.Administrato orscan alsodeterminew whetherdifferen ntusers,suchascontentedito ors,receivecach hedpages.Youcanadjusttheo output acheatthesite, ,sitecollection, ,orWebapplica ationlevel. ca
Sh harePoint2010usestheobject tcachetotemp porarilystoreob bjectssuchaslis rpagelayoutso onthe sts,libraries,or WFEserver.ThisenablestheWF W FEservertoren nderpagesmore equickly,reduc cingtheamoun ntofdatathatis s re equiredfromtheSQLServerda atabases.Youca anadjustthesiz zeoftheobject tcacheatthesitecollectionan ndWeb ap pplicationlevels s.
Th hepageoutputandobjectcachesarememor rybasedandwiillrequiretestin ngtodetermine etheoptimumsetting fo orasiteorsitec collection.
Note:Thepageo outputcachean ndtheobjectca acheonlytakee effectonsitesthathavethePu ublishingfeatur re nabled. en
Sh harePoint2010hasaBLOBcac chethattemporarilystoresdig gitalassets,such hasimageormediafiles,buty youcan us seitwithanyfiletype.Usingth heBLOBcache inconjunctionwiththeBitRat teThrottlingfeatureinIIS7.0also en nablestheprogressivedownloadfeatureford digitalassets.Pr rogressivedown nloadenablest thedownloado ofmedia fil lesinchunksofdata,andplayb backcanstarta aftertheclientd downloadsthe firstchunkrath herthanthewh holefile. Yo oucanenablea andcontrolthesizeoftheBLOBcacheattheW Webapplicatio onlevel.Thedef faultsizeis10G GBand th hedefaultsettin ngisdisabled.
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Fo ordeployments swhereyouwanttomakeuse ofdigitalassets s,youshoulden nabletheBLOB Bcacheforther relevant Webapplications W s.Youshouldpe erformthechan ngeonallofthe eWebserverst thathostthesp pecificWebapp plication. Iftherearelargequantitiesofd digitalassetsort theyareheavily yused,conside rincreasingthe esizeoftheBLO OB ache.Alternativ vely,youcande edicateaspecificWebapplicat iontomediafiles,suchasdigit talassets,and ca co onfigureamuch hlargerBLOBca acheforthatW Webapplication .
Note:Thepageo outcacheandtheobjectcache earememoryb basedcacheson ntheWFEserve ers.TheBLOB acheisadiskba asedcacheontheWFEservers s. ca
Question:Where Q edoyouconfigurethesettings sfortheBLOBc cache?
Fo ormoreinformationaboutcac chesettingsope erationsinShar rePointServer2 2010,see

Fo ormoreinformationaboutpla anningforcachi inginSharePoin ntServer2010, see

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Lesson3

Principleso ofCapacity yPlanning
Yo ourinitialplann ningforaSharePointServer20 010deployment tmustincludes sufficientstorag gecapacityto ac ccommodateth hecontentthatuserswillstore einSharePoints storagereposito ories,andthea additionalneedsofthe Sh harePointfarm, ,includingadministrativeands serviceapplicat tionrequiremen nts.
Objectives O
Identifycapacityrequireme ents. Identifyarch hitectureandst torageelementsinSharePoint 2010thataffec ctcapacityplan nning. Identifysupportingenviron nmentalfactorsthataffectcap pacityplanningi inSharePoint2010. Identifystor rageanddataba aseoptionsfora aSharePointfa rm. Identifycontentconsiderat tionsthataffect tcapacityplann ning.
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Ca apacityinaBusinessContext
KeyPoints
WhenITprofessionalsdiscussca W apacity,storage eistypicallyatt theforefrontof fthatdiscussion n.However,itis s im mportantthatyouconsideroth heraspectsofca apacity,suchas snetworkcapac cityorperformancecapacity.
Sh harePoint2010storesmostcontentinSQLServerdatabases; ;therefore,cap pacityplanningf forstorageinvo olvesa largeamountofdatabaseplann ning.Itisimport tantthatyouun nderstandcontentcharacteristicstoplanfor the orpus(thetotalamountofdatatostoreinSharePoint2010). sounderstandh howlogical co .Youshouldals ar rchitecturefitst togetherwithd databasestorag ge.Thiswillenab bleyoutoplan fortherightnu umberofdatabases, sp plitcontentamo ongdatabasesc correctly,andplanfordatabas segrowth.
Yo oumustalsoco onsidernetwork kcapacity,particularlyinterms sofclientacces ssconnectionst toWFEservers and ap pplicationserve ersinsomecase es.NewfeaturesinSharePoint 2010suchasO OfficeWebApps sanddigitalass set st torageandplaybackintroduceadditionalnetw worktrafficreq uirementsover rpreviousversionsofOffice Sh harePoint.
Finally,considerthebusinessrequirementsfor thesolution.W Whatarethepe erformancerequ uirements?Willthe olutionhaveperformancehead droomtoenabl legrowthinuse erswiththesam meperformance erequirements s? so
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Pr rinciplesofCapacityPlanningforSharePo oint2010
KeyPoints
Whenyousizeca W apacityrequirem mentsforstorage,itisimporta anttoidentifyh howdifferentst torage re equirementsanddifferentdata atypeswillaffe ectdatabaseand dsitecollection ndesign.
Sh harePoint2010hascertainbou undariesandlim mitsthataffect storagechoices s,whichinclude e:
alSharePointco ontentdatabase eshouldnotgro owbeyondthesupportedlimit tof200GB. Anindividua Anindividua alfilethatyous storeinSharePo oint2010canno otbelargerthantheboundary ylimitof2GB. Asinglelistr rowcannotexc ceedtheboundarylimitof8,00 00bytesperrow w.
an100GB)tost toreinSharePo ointcontentdat tabases,youmu ust Ifyouhavelargequantitiesofdata(greatertha onsiderhowtoarrangethatda atainmultiples sitecollections. Thisisbecause esitecollections scannotspanseparate co co ontentdatabase es.
If you want to make quantities filesavailableto SharePo m sof oint2010 users s,you can store esomecontent for t xample, archive or static files e sin other con ntent sources, such as a netw work file share You can mak this e. ke ex co ontentavailable etousersthrou ughsearchorlin nksinSharePoin nt2010.
eextrastorage .Digitalassetss Ifyouplantosto oreandmanage edigitalassets,y youmayrequire suchasmediafilesare raditionallymuc chlargerthand documents. tr
Co onsiderthatme etadataalsoreq quiresstoragein nthecontentd atabaseandad ddstothesizeo ofthesearch da atabase.
Yo oumustalsopla anyoursearchc capacityrequire ements,becaus sethereareadd ditionallimitsth hatareassociat ted withsearchindex w xes.Theselimitsincludethenu umberofcrawl databasesand themaximumindexitemlimit.
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Fo ormoreinformationaboutthe esoftwareboun ndariesandlim itsofSharePoin nt2010,see

Fo ormoreinformationaboutsto orageandSQLS Serverspaceand dI/Orequireme ents,

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Pr rinciplesofCapacityPlanningforSupport tingElements s
KeyPoints
In nadditiontopla anningcapacityrequirementsf fortheelement tsofthesolutio onthatarespec cificto Sh harePoint2010, ,youmustalsoplanthecapacityofsupportin ngelementsint thenetworkenv vironment.
Yo oushouldplace edomaincontro ollersonthesam mehighspeedn networksegme entastheShare ePointfarm,tos support lo ogonrequestsat ttheSharePoin ntfarmortosup pportaconnect tionforimporti inguserprofiledatafromtheA Active Directorydirect toryservice.
Ifuserswillbeco onnectingoverw wideareanetw work(WAN)orI nternetlinks,youshouldconsiderthequantityof atathatclientstransmitandre eceiveoverthe linkandthenu umberofconcu rrentusersont thelink. da
Sh harePoint2010introducesnew wfeaturesthataffectnetwork traffic.Thefoll lowingtablelist tsthenew fe eatures,withan noverviewofth hetrafficandpa ayloadquantitie es.
ent Clie Of fficeWebApps Po owerPointWebbroadcast MicrosoftWord2 2010andMicro osoftPowerPoin nt 20 010clientapplic cations MicrosoftOneNo oteclientapplication Ou utlookSocialCo onnector MicrosoftShareP PointWorkspace e2010
Traffic High High Mediu um High Mediu um High
Payload
Mediu um Low Low High Mediu um Mediu um
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In nadditiontopla anningcapacityforSharePoint tcontentstorag ge,youmustpla ancapacityfora additionalSQLS Server re equirements,su uchastransactio onlogstorage.S SQLServercrea atesandexpand dstransactionlo ogsasadditiona al op perationsoccur rtocontent,suc chasaddingne ewcontentorm makingchanges toexisting co ontent.Youcan nmanagetransa actionlogsintw wodifferentwa ys:
Changethedatabasemode elfromfulltosimple.Thesimp pledatabasemo odelautomatica allylimits transactionlogsizebyreus singspacefrom committedtran nsactions.
Regularlybackupthedatab bases.DuringaSQLServeraw warebackuptask k,transactionlo ogdataisbacke edup andthetran nsactionlogistr runcatedtofree espaceonthet transactionlogdisk.Thisoptio onrequiresenough diskspaceto oenablethetra ansactionlogto ogrowsufficien tlybetweenbackups.
Note:Thedataba asemodelalsoaffectsthereco overabilityofco ontentdatabase esandadvancedfeaturessuch has da atabasemirroring.Ifyoubackupadatabaseu underthesimp lemodel,youc canonlyrestore ethedatabaset tothe tim meofthebacku up.Ifyoubackupadatabaseu underthefullm model,youhave ethecapabilitytorestorea da atabasetothet timeoffailure.Thefullmodelisrequiredtos upportdatabas semirroring.
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HowCapacityP PlanningAffec FarmDesign cts
KeyPoints
Af fteryouhaveestablishedthef featuresthatyo ouwanttoprov videinthesolut tionandthedat tasetthatyouw wantto su upport,youmus stconsiderthebusinessrequir rementsfroma capacitystandpointtomaked decisionsabout t st toragerequirem ments.
Fo ordatabaseserv vers,youmustdecideonthen numberofdata basesthatyourequire.Specifi icservice ap pplications,suchastheManag gedMetadataSe erviceortheUs serProfileServi ice,requireadd ditionaldatabases. In naddition,yourcontentdataba asesareconstra ainedbythefolllowingarchitec cturallimitsinS SharePoint2010 0:
Asinglesitecollectionshou uldnotbelargerthan100GB,unlessitistheo onlysitecollect tionina database. shouldnotbela argerthan200G GB. Asinglecontentdatabases Asitecollectioncannotspa anmultipledata abases.
Th heselimitswilld drivethechoice ethatyoumake eaboutthenum mberofsitecol lectionsandda atabasesthatyo ou re equire,basedon nthequantityo ofstoragethati isrequiredinSh harePoint2010 .Inaddition,fo ormanagement t pu urposes,suchas sbackupandre estore,youmay ychoosetoimp plementalarger rnumberofsm mallerdatabases s ra atherthanasmallernumberof flargedatabase es.
Yo oumustalsoco onsiderthestora agehardwarere equirements.Y YourchoiceofR RAIDimplement tationwillaffec ctthe qu uantityofdisksthatyourequir reandthecost ofyoursolution n.IfyouplanamirroredSQLS Serverimplementation, yo oumustduplica ateyourdataba aseandtransact tionlogstorage e.Ifyouplanto useSANforsto orage,correctly ysize th heSANvolumes s,includingtran nsactionlogsandconfiguration nandserviceap pplicationdatab baseswhere ap ppropriate.
Note:Itisrecommendedthatyo ourplaninclude essufficientfre eespacetoenab bledatabasegr rowthovertime e. herecommendedvalueoffree espaceonthec contentdatabas sedisksshould beequaltothe edatabasesize, Th af fteryoupopulatethedatabase ewiththeplann nedcontent.
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Afteryouhaveestablishedyourinitialcapacityrequirements,createabaselineandmonitorstorageovertimeto identifytrendsinstoragegrowth.
Question:Whyshoulddatabasesizetypicallybekeptbelow200GBforeachdatabase?
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PlanningforCo ontentCharacteristics
KeyPoints
Differenttypeso ofcontentandtherequirementsforthatcont tentstorageinS SharePointcansignificantly ncreasethestor ragecapacityrequirementfora aSharePointso olution. in
Documents D
Ty ypically,documentstakeupthesameamount tofspaceinSha thattheytakeu upinatradition nal arePoint2010t fil leshare.Howev ver,additionalf featurerequirementscansigniificantlyincreas sethestorageb burdenfor do ocumentsordig gitalassets.
DigitalAssets D
Pr reviousversions sofMicrosoftO OfficeSharePoin nthadfewdigit talassetcapabil lities.Withtheimprovementsin Sh harePoint2010, ,manyorganiza ationsmaycons siderstoringdig gitalassetsinSh harePointconte entdatabases.
VersionHistor V ry
Do ocumentlibrari iescanstorehis storicversionso ofdocumentse achtimeauser rmakesachang ge.Historicdocument ve ersionstakeupanadditionalamountofstorageaccordingto othehistoricve ersionsize.Thismeansthata do ocumentwith1 10versionsthat tareallapproximately10MBi nsizetakesup 100MBinthecontentdataba ase.
Metadata M
Ad ddingmetadata atodocuments sincreasesthes sizeoftheconte entdatabasean ndthesearchpropertiesdatab base.If yo oudonotknow wthequantityofmetadata,for rplanningpurpo oses,useanest timateof10KBforeachitem.
RecycleBinBe ehavior
Whenyouconsid W derdatabasefile esize,youmust ttakeaccounto oftheSharePoi eBinbehavior.The int2010Recycle se econdstageRec cycleBinusesanadditionalpercentageofthe esitecollection quota.Therefo ore,fora
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databasewithasinglesitecollection,ifthesecondstageRecycleBinissettouse50percentofthesitecollection quotaandthesitecollectionquotaissetto50GB,thedatabasefilecouldgrowtobe75GBinsize.
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Lesson4

Designing D gforCapac city
Yo oumustplanth hecapacitytargetsandhowyo ouwillachievet themforallSha arePointdatast torage.Ifyoudo onot pl lanenoughstor rage,includings storageforgrow wth,yourShare ePointfarmmay ynotbeableto omanageuser de emands.Inadditiontocalculat tingthestorage erequirements forcontentdat tabases,thiswillincludeplann ningthe ca apacityofconfig gurationdataba ases,databases sforserviceapp plications,searc chrelateddatabases,andinde ex pa artitions.
Objectives O
Designcapacityforconfigurationdatabase es. Designcapacityforserviceapplicationdatabases. Designcapacityforcontent tdatabases. Designcapacityforsearchd databasesandindexpartitions s. Planforrem moteBLOBstora ageforSharePo oint2010.
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DesigningCapacityforConf figurationDat tabases
KeyPoints
Th herearetwoke eyconfiguration ndatabasesfor aSharePoint20 010serverfarm m:
Configuratio ondatabase.Th heconfiguration ndatabasehold dsthefarmconf figurationdata, ,suchasnumbe erof Webapplica ations,managed dpathconfiguration,andfarm mmembership.T Theconfigurati iondatabaseis typically lessthan1G GBinsize,butlo ogfilegrowthcanbesignifican ntovertimeasy youmakemore econfiguration changes tothefarm.Tomitigatethe eloggrowth,yo oushouldconsiiderregularSQ LServerbackup psoftheconfiguration databaseorchangingthed databasemodel tosimple.The configurationd databasehasareadintensiveusage profile. CentralAdm ministrationdata abase.TheCent tralAdministrat tiondatabaseh holdstheconten ntforthe CentralAdm ministrationsitecollection.This sistypicallyless sthan1GBinsize,unlessyoud deployMicroso oft PowerPivotinthefarm.Ify youdothis,the CentralAdmin istrationdataba asecangrowsignificantly becauseoft thePowerPivotdatahistorysettings.
Note:AllSharePo ointfarmsmust thaveaconfigu urationdatabas seandaCentral ndatabase. lAdministration
Note:PowerPivo ottracksallofth heinformation aboutwhoisus singworkbooks sinSharePoint2010toprovide ea WorkbookActivitychart.Thisin W nformationissto oredintheCen ntralAdministra ationdatabase;overtime,this can gr rowtoasignific cantvolume.
Fo ormoreinformationaboutdat tabasetypesan nddescriptions inSharePoint2 2010,see

Fo ormoreinformationaboutdat tabasesusedby ySharePoint20 010products,se ee

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DesigningCapacityforServiceApplicatio onDatabases
KeyPoints
Th hereareseveralserviceapplica ationdatabases s,thesizeofwh hichcanrangef fromsmall(less sthan1GB)toe extra large(1terabyteorlarger).Youmustunderstandwhichofthe esedatabasesc canrequirelarge evolumesofstorage, ndthereasonsf forthestoragerequirements,sothatyoucan nplanaccording gly. an
Th hefollowingtab bleprovidesab briefdescription nofthesedatab bases.
Database
Size guideline
Read/write characteristics
Description n
Us sageand He ealthData Co ollection Bu usinessData Co onnectivity Ap pplication Re egistryService
1GB Verywriteheavy Thisdatab basestoreshealthmonitoringandusagedata a temporar rily,andyoucan nuseitforrepo ortingand morethan diagnostic cs. 1terabyte Lessthan 1GB Lessthan 1GB Veryreadheav vy Readheavy Thisdatab basestoresexte ernalcontentty ypesandrelated objects. Thisdatab basestoresbackwardcompati ibleinformation nfor theOffice eSharePointSe rver2007Busin nessDataCatalo og applicatio onprogrammin ginterface(API I).Youtypically yonly requireth hisdatabaseinu upgradescenar rios. Thisdatab basetemporari lystoresunaggregatedfactdata, assetmet tadata,andque euedbatchdata afortheWebA Analytics serviceap pplication. Thisdatab basestoresaggregatedstandardreporttables s,fact dataaggr regatedbygrou psofsites,date eandasset metadata a,anddiagnosti icsinformationfortheWeb Analyticsserviceapplicat tion. Thisdatab basestoresand dmanagesusers sandassociated d
WebAnalytics W Staging WebAnalytics W Re eporting
1GB100 GB
Variable
1GB Variable morethan 1terabyte 1GB1
Us serProfile
Readheavy
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Database
Se erviceProfile
Size guideline
terabyte
Description n informati on.Italsostore esinformationa aboutauser's socialnet tworkinadditio ontomembersh hipsof onlistsandsite es. distributio Thisdatab basestorescon figurationands stagingdatawh hen synchroniizingprofiledat tawithdirector ryservicessuch has ActiveDir rectory. Thisdatab basestoressoci ialtagsandnotesthatusers create,alo ongwiththeirr respectiveURLs s. Thisdatab basestoresman nagedmetadata aandsyndicate ed contentty ypes. This data abase stores te emporary state information for InfoPathF FormsServicein nstances,thech hartWebPart,and VisioServ viceinstances.
Us serProfile 1GB1 Se ervice terabyte Sy ynchronization Us serProfile Se erviceSocial Ta agging Managed Metadata State
Approximately equal Readheavy (approximate 50:1) Readheavy (approximately y 1,000:1) Variable
Upto1 terabyte 1GB100 GB 1GB1 terabyte
Note:Theread/w writecharacteri isticsofthedat tabaseshouldin nfluenceyourdecisionaboutstorageinareas suchas AIDconfiguratio on.Differentph hysicaldisktype esanddifferent tRAIDconfigura ationscanprovidedifferentre eadand RA writeperformance.Forexample w e,RAID5typica allyhaspoorwr iteperformanc cewhencomparedwithRAID1 1.
Question:Which Q hRAIDtypeisty ypicallyrecomm mendedfortran nsactionlogstor ver rageofSQLServ da atabases?

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DesigningCapacityforCont tentDatabase es
KeyPoints
Th hefollowingpro ocessdescribeshowtoestimat tethestoraget thatyourequire eforcontentda atabases, withoutconsider w ringlogfiles:
1. Calculatethe . eexpectednum mberofdocume ents.Drepresen ntsthisvalueintheformulaat ttheendofthis slist. 2. Estimatethe . eaveragesizeofthedocument tsthatyouwillbestoring.Sre presentsthisva alueintheform mula attheendo ofthislist. 3. Estimatethe . enumberoflist titemsintheen nvironment.Lre epresentsthisv valueintheform mulaattheend d ofthislist.Listitemscanbe emoredifficult toestimatetha andocuments,p particularlyifth hereisnoexisti ing 2010implemen ntationtobaset thison.Asagen neralguideline, ,estimatethree etimesthenum mberof SharePoint2 documents. 4. Determinetheapproximate . enumberofversions.Estimate etheaveragen umberofversio onsthatany documentin nalibrarywillh have.Vrepresen ntsthisvaluein ntheformulaat ttheendofthis slist.ThevalueofV mustbeatle east1(forasingle,currentver rsion). 5. Usethefollo . owingformulat toestimatethe sizeofyourcon ntentdatabase s: Da atabasesize=((DV)S)+(1 10KB(L+(V D))) datathatShare Th hevalueof10K KBintheformulaisaroughest timateoftheam mountofmetad ePointServer ecalculations. 20 010requires.Yo oushouldgivea andcalculateallsizevaluesinK KBtoensureco onsistencyinthe
Note:Thefeatur resthatyouareusingwilldeterminehowyou ucalculatethen numberofdocu uments.Ifyoua are migratingfromacurrentsystem m m,itmaybeeas siertoextrapola ateyourcurren tgrowthrateandusage.Ifyou uare cr reatinganewsy ystem,reviewy yourexistingfile esharesorothe errepositoriesa andestimateba asedonthatusa agerate.
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Fo ormoreinformationaboutsto orageandSQLS Servercapacityp planningandco onfigurationinSharePoint
20 010,see ht ttp://go.micros soft.com/fwlink k/?LinkID=20086 63&clcid=0x409 9.
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DesigningCapacityforSearc chDatabases andIndexPa rtitions
KeyPoints
Th heimplementat tionofsearchin naSharePointf farmcanhaves significantimpa actonstoragerequirements.W Whena se erverthathosts sthecrawlroleperformsacraw wloncontent,t thefollowingev ventsoccur:
Searchentriesarecreatedo orupdatedinanindexpartitio on,whichisheld doncrawlandqueryservers. Metadataab boutcrawledite emsisaddedto otheSearchSer rvicepropertyd database. TheSearchS Servicecrawlda atabaseisupdatedwithinform mationaboutth hecrawlstate.
In naddition,thes searchadministrationdatabase estorescrawlru ules.Basedont thecorpussize,crawlandinde ex en ntriescanrequi iresignificantst torage.
Th hefollowingtab bledescribesth hethreedatabasesthatareass sociatedwithth heSearchServic ceapplication,w with sizeandread/wr ritecharacterist tics.
Database
Size guideline
Description n SearchServicea application Thisdata basehoststheS ation,theacces sscontrollist(AC CL),andbestbe etsfor configura thecrawllcomponent.Ev veryuseranda administrativea action requiresa accesstothisda atabase. Thisdata basestoresthestateofthecra awleddataandthe tory. crawlhist Thisdata basestoresinfo ormationthatis sassociatedwit ththe data,includingp properties,history,andcrawlq queues. crawledd
Se earch Service ad dministration da atabase
1GB100 Approximate ely GB equal
Se earchService cra awldatabase

1GB1 terabyte
Readheavy (ratio3:1) Writeheavy (ratio1:2)
Se earchService 1GB1 pr ropertydatabas terabyte se
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In ndexPartition ns
Yo oumustalsopla anforindexpar rtitionstorageo onthequeryse ervers.Indexpartitionsholdap partofthecont tent in ndex(ortheent tirecontentindex)againstwhic chSharePoint2 2010runsqueri iestoprovidese earchresults.Youcan di istributetheind dexpartitionsto oimproveperfo ormance.Thesiizeoftheindex xandindexpart titionsaredetermined by ythesizeofthe ecrawledcorpu us,andtheyrangefrom1GBto o1terabyte.Fo orgeneralsizing gguidelines:
Theindexmayoccupy5to10percentofthecrawledcor pussize.
Thecrawlda atabasesmayoc ccupyapproxim mately5percen tofthecrawled dcorpussize.
Thepropertydatabasesma ayoccupyappro oximately1.5pe ercentofthecr rawledcorpuss size.
Note:Theindexandsearchdata abasesizescan varygreatlyde pendingonthe etypeoffilesth hatarecrawled ndthefilecraw wllimit. an
Note:Theindexserversbuildsm mallpartsofthe eindexbeforef forwardingthes separtstotheq queryservers.T The ndexserversreq quireasmallam mountoflocalst torageforthisp process. in

ht ttp://go.micros soft.com/fwlink k/?LinkID=20086 64&clcid=0x409 9. planningandco Fo ormoreinformationaboutsto orageandSQLS Servercapacityp onfiguration,se ee ht ttp://go.micros soft.com/fwlink k/?LinkID=20126 67&clcid=0x409 9.
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PlanningforRemote BLOBS StorageforSh harePoint2010
KeyPoints
BL LOBsaredatae elementsthatha aveeitherofth hefollowingcha aracteristics:
Unstructure eddatawithnoschema(sucha asapieceofenc crypteddata). Alargeamountofbinaryda ata(manymega abytesorgigab ytes)thathasa averysimpleschema,suchasimage files,docum ments,streaming gvideo,orsoun ndclips.
By resultinadram ydefault,Share ePoint2010storesBLOBsinthe econtentdatab bases.Thiscanr maticsize in ncreaseforthec contentdatabaseandassociate edstoragerequ uirements.
Sh harePoint2010withSQLServe er2008R2supp portsremoteBL LOBstorage.WitharemoteBLOBstorage pr rovider,remote eBLOBstoragecanstoreBLOB Bdataoutsideth hecontentdata abaseonsepara atestorage.
Th heSQLServer2008R2Feature ePackincludesa aRBSFILESTREA AMprovidercalledthelocalFI ILESTREAM pr rovider.Thispro oviderisableto ostoreBLOBsonseparate,loca aldisks.
SQ Server 2008 Enterprise an SQL Server 2008 R2 Ente QL 8 nd r erprise also off remote BL ffer LOB storage wi ithout FILESTREAMthat tcanuseNASo orDASstorage,andadditionallthirdpartyrem moteBLOBstorageoptionsm maybe vailable. av
Note:Itisimport tanttoidentifythatSharePoin nt2010(rathert thanSQLServe r2008)support tstheuseofthe e emoteBLOBsto orageprovidert thatyouwantto ouse. re
Fo ormoreinformationaboutpla anningforremo oteBLOBstorag geinSharePoint tServer2010,s see

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PlanningforPerformanceandCapacity e
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Lab:PlanningforPerf n formanceandCapacity
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Exercise1:CreatingaPerformance Plan
Scenario
Havingcompletedthelogicalarchitectureplanningandserviceapplicationplanningactivities,youmustnow identifythenumberofWFEserversthatarerequiredfortheContoso,Ltd.SharePoint2010productionfarm.
Thereisadditionalplanninginformationavailableinthesupplieddocuments.Usethesedocumentstoproduce yourperformanceplan.
1. Readthesupportinginformation. 2. CompletethePerformanceworksheetinthePerformanceandCapacityPlanningWorksheet.xlsxfile.
1. 2. 3. 4. 5.
Readthelabscenario. Logonto10231ANYCDC103asCONTOSO\EdwiththepasswordPa$$w0rd. IntheE:\Labfiles\Lab03\Starterfolder,readthePerformanceandCapacityRequirements.docxfile. IntheE:\Labfiles\Lab03\Starterfolder,readtheSharePoint2010CapacityPlanningExcerpt.docxfile. IntheE:\Labfiles\Lab03\Starterfolder,readtheinformationunderWorkloadintheRightSizing SharePointServer2010DeploymentssectionoftheSPServer2010CapacitySizingOverview.docx file.
Task2:Complete thePerformanceworksheetinthePerformanceandCapacityPlanning Worksheet.xlsxfile

IntheE:\Labfiles\Lab03\Starter\Performance andCapacityPlanningWorksheet.xlsxfile,completethedetails onthePerformanceworksheettoestablishthenumberofWFEserversthatyourequire.
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Exercise2:CreatingaCapacityPlan
Scenario
YounowneedtoplanthestoragerequirementsforContoso,Ltd.Thereisadditionalplanninginformationavailable inthesupplieddocuments.Usethesedocumentstoproduceyourcapacityplan.
1. Readthesupportinginformation. 2. CompletetheCapacityworksheetinthePerformanceandCapacityPlanningWorksheet.xlsxfile.
1. Reviewthelabscenario. 2. IntheE:\Labfiles\Lab03\Starter\folder,readtheinformationunderDatasetintheRightSizing SharePointServer2010DeploymentssectionoftheSPServer2010CapacitySizingOverview.docxfile.
Task2:CompletetheCapacityworksheetinthePerformanceandCapacityPlanning
Worksheet.xlsxfile
InthePerformanceandCapacityPlanningWorksheet.xlsxfile,intheCapacityworksheet,completethe detailstoestablishthedatabasestoragerequirements.
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ReviewQuesti ions
1. Whatarethetwotoolsthat . tyoucanuseto omeasurethep performanceof faWFEserverinaSharePointtest farm?
2. Whenyouca . alculateconten ntdatabasesize,youmustestim matethenumb berofstoreddocuments. Shouldyoue estimatethenu umberofversio onsofdocument tsthatyouwill keep? 3. Whatisthemaximumrecommendedsizef . foracontentda atabase? 4. WhatistheBLOBcache? . 5. IstheShareP . Pointsearchind dexstoredinad database?
BestPracticesRelatedtoPerformancea andCapacity Planning

Understand youruserrequirements. Establishyou urorganizationsperformance eandcapacityre equirements. Deployates stfarmforperfo ormancetestingonsimilarhar rdwaretoyour productionenv vironment. Estimatethe econtentdatab basesizethroug ghcalculationo rfromexisting storagerequire ements. Limitdataba asesizeto200G GB. Limitsitecollectionsizeto100GB. Planstorage efortransaction nlogs. Planstorage eforserviceapp plicationdataba ases. EnableBLOB Bcachingfordig gitalassets.
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Module6
DesigningaPhysicalArchitecture
Contents:
Lesson1:DesigningPhysicalComponentsforSharePointDeployments Lesson2:DesigningSupportingComponentsforSharePointDeployments 616 Lesson3:SharePointFarmTopologies Lesson4:MappingaLogicalArchitectureDesigntoaPhysical ArchitectureDesign Lab:DesigningaPhysicalArchitecture
63 621 628 635
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Modu uleOverv view
Whenyoudesign W naMicrosoftS SharePoint201 10deployment ,youmustcare efullyconsidert thehardwarean ndfarm to opologyrequirements.Yourchoicesofserver hardwareandt thenumberofs serversthatyou uspecifyforthe efarm ca anhaveasignificantimpacton nhowthefarm meetsuserreq uirements,how wusersperceive etheSharePoin nt so olution,andhow wlongbeforeth hefarmrequire esadditionalha ardware.
Th hismoduledesc cribesthefactorsthatyoushouldconsiderwh henyoudesign thephysicalarc chitectureofa Sh harePoint2010deployment.Thephysicalarch hitecturerefers stotheserverd design,farmtop pology,andsup pporting elementssuch asnetworkinfr rastructureforyourdeploym ment.Thisphysic calarchitecture eunderpinsthe op perationsofyou urSharePoint2010environme ent,soitisessen ntialthatyourp physicaldesignfullymeetsthe e op perationalrequirements.
Objectives O
Describethephysicaldesig gnrequirementsforSharePoin t2010.
Describethesupportingrequirementsfor rasuccessfulSh harePoint2010 physicaldesign n.
IdentifySha arePointfarmto opologies.
Mapalogic calarchitecturedesigntoaphy ysicalarchitectu uredesign.
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DesigningaPhys Architecture sical
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Lesson1

Designing D gPhysicalC Componen ntsforSharePoint Deployme D ents
Be efore committing to specific numbers of servers, you m ust understand the basic ha s d ardware and so oftware re equirements.Inaddition,yous shouldalsocon nsideroptionss uchasserverv virtualizationan nddiskstorage choices be ecause these choices will ha a fundame c ave ental effect on management options and the planning o high n t of av vailability.Yous shouldalsonote ethattherema aybenonfuncti onal,orimplicit t,requirements sthattheorgan nization ex xpects from the SharePoint deployment. Ide d entifying these nonfunctional requirements is an important step e l to owardestablishi ingthebestdes signandgaining guseradoption n.
Objectives O
Af ftercompleting gthelesson,you uwillbeableto o:
Identifymin nimumhardwar rerequirement ts.
Identifysoft twarerequirem ments.
Identifyservervirtualizatio onoptions.
Identifystoragechoices.
Identifydat tabaseconfigura ationoptions.
Mapfunctio onalandnonfunctionalrequire ementstoyour design.
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HardwareRequ uirements
KeyPoints
Th hefollowingtab bleshowsthehardwarerequir rementsforWe ebFrontEnd(W WFE)servers,app plication se ervers,andsingleserverinstallations.
omponent Co Processor(CPU) Memory(RAM) Ha arddisk
mrequirement Minimum 64bit,fourcores. 4gigab bytes(GB)fordeveloperoreva aluationuse. 8GBfo orproductionuse(singleserve erormultiplese erverfarm). 80GBf forthesystemd drive. Inprod ductionuse,you uwillrequiread dditionaldisksp pacefordailyoperations.Youshould mainta aintwiceasmuc chfreediskspa aceasRAM.
In nmultipleserve erfarms,databa aseserversshou uldusetheminiimumrequirem mentsthatareshowninthe fo ollowingtable.
omponent Co Processor(CPU)
Minimumre equirement 64bit,fourcoresforsmalldeployment s(seeStandard dFarmTopolog gieslaterinthi is module). 64bit,eig ghtcoresforme ediumdeploym ments(seeStan ndardFarmTopologieslaterin nthis module). 8GBfors smalldeployme ents. 16GBfor rmediumdeplo oyments. 80GBfor rthesystemdrive. Additiona aldatabasestor rage,basedonc contentrequire ementsandfarm m
Memory(RAM) Ha arddisk
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omponent Co Minimumre equirement configura ation.

Note:Theminim mumrequirementvaluesforad databaseserver rarehigherthantheminimum m equirementsfor rinstallingMicr rosoftSQLServe erduetothes significantloadonthedatabas seservers re in naSharePointfa arm.
Fo ormoreinformatio onabouthardware eandsoftwarereq quirementsforSha arePointServer201 10,see

http://go.microsof ft.com/fwlink/?LinkID=200868&clcid= =0x409.
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SoftwareRe equirements s
KeyPoints
WFEandapplicationserversina W afarmrequiret thefollowingso oftware:
WindowsSe erver2008Sta andard,Enterprise,Datacenter r,orWebServe r(66bitedition n)withService Pack2(SP2 2).Alternatively,WindowsServ ver2008R2Stan ndard,Enterprise,Datacenter, ,orWebServer r.
Webserver r(InternetInformationServices(IIS))role.
Applicationserverrole.
Microsoft.N NETFramework kversion3.5SP1.
KB979917QFEforSharep pointissuesPe erfCounterfix& &UserImperson nation.
MicrosoftSy yncFramework kv1.0(x64).
MicrosoftFilterPack2.0.
MicrosoftC ChartControlsfo orMicrosoft.NE ETFramework3 3.5.
WindowsPo owerShell2.0.
SQLServer2 2008NativeClient.
SQLServer2 2008AnalysisServicesADOMD D.NET.
ADO.NETDa ataServicesUpdatefor.NETFramework3.5S SP1.
WindowsI IdentityFounda ation(WIF).
nsportsecurityormessageenc Note:Anupdatetosupporttokenauthenticati ionwithouttran cryptionin WindowsCommunicationFound W dation(WCF)is srequiredforth he.NETFramew work3.5SP1inW WindowsServe er 20 008SP2orWindowsServer20 008R2beforeyo ourunSetup.
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Da atabaseservers srequireany66 6bitversionofW WindowsServe er2008(orWin dowsServer20 008R2)withone eof th hefollowingdat tabasesinstalled:
SQLServer2 2008R2.
The66bite editionofSQLS Server2008with hSP1andcumu ulativeupdate( (CU)2orCU5.
Note:CU3andCU4arenotr recommended; instead,useCU U2orCU5.
The66biteditionofSQLSe erver2005with hSP3andCU3.
Fo ormoreinformatio onaboutsoftware erequirementsforSharePointServe r2010,see

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VirtualizationCo onsiderations s
KeyPoints
Se ervervirtualizat tionwithHyper rVonWindow wsServer2008 isbecomingco ommonplaceinmanyorganizat tions. Co ompaniesusevirtualizationtoimproveserver rutilizationand dmanagement, ,addflexibilityt todatacenters, ,or de ecreasethecoststhatareassociatedwithrun nningmultiplep physicalservers.
Ifyoutaketheco orrectplanningandsizingstep pspriortodeplo oyment,thenyo oucanvirtualize esomeorallof fthe erversinaShare ePointfarmsuc ccessfully. se
WFEandApplicationServe W ers
WFEandapplicationserversare W ebothgoodcan ndidatesforvirt tualization.Youshoulduseper rformanceandc capacity pl lanningguidelin nestoplanthenumberofserv versthatyoureq quire.Youshou uldthenconside erwhichofthese se erversyouwant ttovirtualize.
Ifyouplantovirt tualizeseveral,orperhapsall, oftheWFEand dapplicationse rvers,youmayrequireadditio onal ceasthesamen numberofphys sicalserverswo ouldachieve.Th his virtualserverstoachievethesameperformanc equirementresu ultsfromthepe erformanceove erheadofthevi rtualizationpla atform.UsingW WindowsServer 2008 re R2 2HyperV,youcanachievenearparitytophy ysicalperforman ncewiththeco orrectplanning.
DatabaseServ D vers
Vi irtualizingdatab baseserversrun nningSQLServe erisadifficultd designdecision, ,becausethepe erformance ov verheadofthevirtualizationplatformcanaffecttheentires solution.Howev ver,SharePoint2010fullysupp ports virtualizeddatab baseservers.
Yo oucanalwaysa addmorevirtua aldatabaseserv verstoimprove performanceif frequired.Inad ddition,yousho ould allocatethesame elevelofhardw wareresources, suchasprocess sorcoresandm memory,tothevirtualserverasyou wouldtoaphysic w calserver.
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HighAvailabili ity
Yo ourvirtualizatio onplatformmay yintroduceadd ditionalhighav ailabilityoption ns.Somevirtual lizationsoftwar re, in ncludingHyperV V,canmakeho ostedvirtualmachineshighlyav vailablewheny youconfigureafailovercluster rfor th hevirtualization nservers.Inthesecircumstance es,individualviirtualmachines s,suchasWFEo orapplication se ervers,canfailo overfromonev virtualhostserv vertoanother.
Fo ormoreinformatio onaboutvirtualizat tionforSharePoint tServer2010,see

Fo ormoreinformatio onaboutSQLServe er2008virtualizatio on,see

ht ttp://go.microsof ft.com/fwlink/?LinkID=201232&clcid= =0x409.
Fo ormoreinformatio onabouthowtop planvirtualarchitect turesbyusingShar rePointServer2010 0,see

ht ttp://go.microsof ft.com/fwlink/?Link kID=201233&clcid= =0x409. Fo ormoreinformatio onaboutcapacitym managementandhighavailabilityina avirtualenvironme enthostingShareP PointServer2010, se ee ht ttp://go.microsof ft.com/fwlink/?Link kID=201234&clcid= =0x409.
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St torageOptio ons
KeyPoints
When you plan for content storage on Sha W s arePoint 2010, you must cho oose a suitable storage architecture. e Sh harePointconte entstoragehasasignificantde ependencyonth heunderlyingd database;there efore,databaseandSQL Se erverrequireme entswilldrivey yourstoragecho oices.
St torageArchit tecture
Th hefollowingsto oragearchitectu uresaresuitableforSharePoin nt2010:
Directattach hedstorage(DA AS),wherehard ddisksareattac cheddirectlytothecomputerrunningSQLSe erver. Storagearea anetwork(SAN),whichusesa networkinfrast tructuretocon nectthecompu uterrunning SQLServertotheseparatediskstoragevolumes. Networkatt tachedstorage( (NAS)devicesm maybesuitable, ,undercertain circumstances, ,suchasforrem mote binarylargeobject(BLOB)s storage.Howev ver,thissupport tissubjecttopreciseNASspec cifications.
atabaseswithre emoteBLOBsto oragearetheo nlyconfiguratio oninwhichSha arePoint2010su upports Note:Contentda NASstorage.Any ynetworkstoragearchitecture emustrespond toapingwithin nonemillisecondandmustre eturn th hefirstbyteofd datawithin20m milliseconds.
DA ASistypicallyasignificantlych heaperoptionth hanSANstorag ge.However,DA ASusuallyoffers sfewermanage ement ca apabilitiesandf feweroptionsfo orhighavailabi ilityconfiguratio ons.SANstorag gecansupportf failoverclusteringin SQ QLServerandm mayprovideadd ditionaldisaster rrecoveryoptio ons,suchasSAN Nmirroring.
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Note:Ingeneral, ,youshouldcho ooseaDASarch hitectureifash aredstorageplatformcannotguaranteeares sponse tim meof20millise econdsorlessandsufficientcapacityforavera ageandpeakI/ /Ooperationspersecond(IOps s).
RAID
Sh harePoint2010workswellwith hredundantarrayofindepend dentdisk(RAID) )basedstorage e,whichoffers im mprovedperformance,additionalfaulttoleran nce,orboth,de ependingonthe eRAIDoptionthatyouchoose e.The fo ollowingtabledescribesthemo ostcommonRA AIDtypes.
AIDconfiguration RA RA AID0 RA AID1 RA AID5
Description Offersimp provedperform mancebystripin ngdataacrossdisksinthearray y.Not faulttoler rant. Duplicates s(mirrors)data aontoaseconddiskinthearra ay.Faulttoleran nt,but nosignific cantperformanceimprovemen nt. Usesthree eormoredisks toprovidefaul lttolerantstora agewithlesswa asted spacethan nRAID1.RAID5 5typicallyoffer rsgoodreadI/O Ocharacteristics; however, diskwriteperfo ormanceistypicallyslowertha annormal,due tothe faulttoler rancerequirem ment. Usesacom mbinationofRA AID1toprovide efaulttoleranceandRAID0to o provideaperformanceim mprovement.M MoreexpensivethanRAID1or rRAID suresoptimumw writeperforma ance. 5,butens
RA AID10
DiskTypes D
Differentstorage earchitecturesu usearangeofd disktypes.Thes sedisktypesinc clude:
SerialAdvan ncedTechnolog gyAttachment( (SATA).
SmallComp puterSystemInt terface(SCSI).
SerialAttachedSCSI(SAS).
SolidStateD Drive(SSD)orFlashDisk.
Th hesedisktypeshavevaryingpe erformance,cap pacity,andcost tcharacteristics sthatyoumust ttakeinto co onsiderationwh henyoudesignyourSQLServerstoragearchit tecture.
Question:Whatistheminimum Q mnumberofphysicaldisksthat tyourequireto oimplementRA AID10?
Fo ormoreinformatio onabouthowtodesignstoragearc chitecturebasedo oncapacityandI/O O
requirements,seehttp://go.microso h oft.com/fwlink/?LinkID=200871&clcid d=0x409.
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DatabaseConf figurationOptions
KeyPoints
Sh harePointconte ent,services,an ndconfiguration ndatabasesare estoredoncom mputersrunning gSQLServer; th herefore,thereareoptionsfordatabaseconfigurationthaty youmustconsid derinyourplanning.
Th hedatabaserec coverymodelco ontrolstransact tionlogbehavio orinSQLServer rdatabases.The erearethree da atabaserecoverymodelsavaila able:
Simplerecovery.Thismode elreuseslogfile espace.Thisocc cursaftertrans sactionshavebe eencommittedtothe databasebu utbeforeadata abasebackupoccurs.Thismod delreducestheamountofdisk kspacethatisre equired betweenco onsecutiveback kupoperations. However,ifac corruptionordi iskfailureoccur rs,youcanonly yrestore thedatabas setothelastba ackup.
Fulldatabas se.Thismodeln neverreuseslog gfilespace.Inst tead,itincrease esthesizeofthelogfile(andt the storagerequirement)whenitperformsnewtransaction s.Ifadatabase problemoccurs,itispossiblet to restorethedatabaseupto othelasttransa action,ifthetra nsactionlogfile eisintact.Fort thisreason,itisbest practicetostorethedatab baseandlogfile esonseparated disks.
Bulklogged ddatabase.This smodelisverys similartothefu ullmodel;thee exceptionisthat tbulkoperation nsonthe databasear reonlypartially yreproducedinthelogfile,sothesebulkoper rationscannotbeperformeda asa recoveryop peration.Thism modelisusefulfo orshortperiod sduringlargeb bulkoperations, ,butitisnot recommend dedforSharePo ointdatabases.
Th hefollowingtab bleshowsthedefaultdatabase erecoverymod elfordatabase esinaSharePoin ntfarm.
Database
Fa armconfiguratio ondatabase Ce entraladministr rationcontentd database Co ontentdatabase es
Default data abase recoverymodel Full Full Full
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Database
Us sageandHealth hDataCollectiondatabase Bu usinessDataCon nnectivitydatab base Ap pplicationRegis strydatabase Se ecureStoredata abase Statedatabase WebAnalyticsSta W agingdatabase WebAnalyticsRe W eportingdatabase Se earchserviceapplicationadmin nistrationdatab base Se earchserviceapplicationCrawldatabase Se earchserviceapplicationPrope ertydatabase Us serProfileserviceapplicationp profiledatabase e Us serProfileserviceapplications synchronization ndatabase Us serProfileserviceapplications socialtaggingda atabase Managedmetada atadatabase WordAutomationServicesdatabase W Pe erformancePoin ntserviceapplic cationdatabase e Po owerPivotapplicationdatabase e
Default data abase recoverymodel Simple Full Full Full Full Full Full Simple Simple Simple Simple Simple Simple Full Full Full Full
Otherconsiderat tionsmayinclud detheplaceme entofthetempd dbdatabaseintheSQLServerfilesystem.Testing ndcustomerdatashowthatinsufficientdiskI/Oforthetemp pdbdatabasec cansignificantly yimpedeShareP Point an Se erver2010farm mperformance. Toavoidthisis ssue,allocatede edicateddisksfo orthetempdbdatabase.Forb best pe erformance,pla acethetempdb bdatabaseona RAID10array.
Note:Insomeor rganizations,ad dedicatedteamofdatabasead dministrators(D DBAs)willmanagethecomputers ru unningSQLServ ver.Intheseenv vironments,you umayneedtod discusstherequ uirementsforth heSharePoint da atabaseswithth heDBA.Thisdis scussionwillenabletheDBAto ounderstandth hefunctionand dpurposeofthe e da atabasesothatheorshecans selectthereleva antmanagemen ntoptions.
Fo oranoverviewofr recoverymodels,see
Fo ormoreinformatio onabouthowtochoosetherecove erymodelforadat tabase,see

http://go.microsof ft.com/fwlink/?LinkID=201235&clcid= =0x409. Fo ormoreinformatio onabouthowtoconfigureSQLServe databases forS er SharePoint2010,se ee http://go.microsof ft.com/fwlink/?LinkID=201236&clcid= =0x409.
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Fu unctionalandNonfunctionalDesignMapping
KeyPoints
In nanydeploymentproject,ther rewillbebothf functionalandn nonfunctionalr requirements.
Fu unctionalrequir rementsaretho osethattheorg ganizationoren ndusercommu unityexplicitlystatesor re equests.
Itisimportantth hatyoursolutiondesigntakesa accountofthese efunctionalreq quirementsbec causethesetypi ically rivethesolution.Theserequire ementsmayhelpyoutocalcullatetheminimu umnumberofs serversthatyou urequire, dr ba asedonuserloa adandfeaturerequirements.T Theymayalsoh helpyoutocalc culatethenumb berofapplicatio on se erversthatyourequire,becaus seadditionalap pplicationservic cefeaturesaren necessary.
Th histableshowsexamplesoffunctionaldesignmappings.
quirement Req Teamcollaboratio on Bro owserbasedslideshows Co ompanyforms
F Feature Collaborationsit C tes OfficeWebApps O InfoPathForms
Des impact sign Nu mberofWFEse ervers Nu mberofapplica ationservers Nu mberofWFEandapplications servers
In nadditiontofun nctionalrequire ements,youmu ustalsoplanfor rnonfunctional requirements.Nonfunctional re equirementsma aybeexistingpo oliciesthatyoumustuse,such hasasecuritypolicythatdetailsauthenticatio on methods.Thesen m nonfunctionalr requirementsm mayalsobeesse entialelementst usercommunity ydoes thattheendu no otdirectlyspecify,suchastheauditingofdoc cuments,which affectstoragerequirements.
Th histableshowsexamplesofno onfunctionaldesignmappings.
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Requirement
Security
Design impact
Supportedauthenticationmethodsanduserstores
Governance Businesscontinuity Capacity
Datalifecycleimpactonstoragesizing Databasesize,backup/restore,andhighavailability Storagesizingandmedia
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Lesson2

Designing D gSupportin ngCompo onentsfo orSharePo oint Deployme D ents
In nadditiontodesigningyourSharePointdeploy yment,youmu stalsoundersta andtherequire ementsofthe su upportingnetworkandservices.Youshouldco onsidersupport tingrequiremen ntssuchasDom mainNameSyst tem (D DNS)ortheActiveDirectoryd directoryservice ebecausethes ervicebehavior randrequireme entsmayaffect tyour fa armtopologyor rserverplaceme entwithinthen network.
Objectives O
ListtherequirementsforA ActiveDirectory yandDNSeleme entstosupport taSharePointfa arm.
Identifydes signconsideratio onsforIIS.
Identifydes signrequiremen ntsforSQLServ ver.
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Re equirementsforActiveDir rectoryandDNS
KeyPoints
Fo orSharePointm multipleserverf farmdeployments,youwillreq quireanActive Directorydoma aininfrastructu ureto su upporttheauth henticationofse erviceapplicatio onaccounts.In addition,Activ veDirectoryisth hemostcommo onstore fo oruseraccounts stocontrolacce esstoSharePointcontent.
Al lthough this is a common con nfiguration for mostinternal corporate netw works,you sho ouldconsiderho this ow re equirementaffe ectsextranetan ndInternetfac cingfarmdeplo oyments.Youm maywanttoconsiderusingreadonly do omaincontrolle ers(RODCs)toa assistinsuchenvironments.
Yo oushouldalsop placedomainco ontrollersinthe esameActiveD Directorysiteas stheSharePoin ntfarmserversf forbest pe erformance.Co onfiguringdoma aincontrollersi inthesameAct tiveDirectorys siteasglobalcatalog(GC)serv versalso en nsuresoptimum mperformanceforGClookups, ,suchasusingt thePeoplePicke er.
In nyourDNSenvironment,yous shouldensureth hatyouhavepr rovisionedanyf fullyqualifiedd domainnames( (FQDN) fo ortheWFEserv versintotherele evantDNSzone es.TheseFQDN entriesmaybe erequiredtoen nableWebapplication na ameresolutionsuchasalterna ateaccessmapp pings.YourShar rePointserversmayalsorequir reInternetnam me re esolution,forex xample,ifyouw wanttodisplayInternetbased feedsonShare ePointWebpag ges.
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DesignConsiderationsforIIS D
KeyPoints
Sh harePoint2010usestheIIScom mponentofWin ndowsServer2 008toreceivea andrespondto oWebbrowser re equests.YouperformmostSha arePoint2010configurationta sksinSharePointCentralAdministration,butyou sh houldbeawarethatyoumayh havetoperform msomeWebser rvicemanagem enttasksoutsid deSharePoint2 2010.
Yo may require encrypted Web traffic, for example, to p ou e W protect user ac ccess over the Internet. In t e this sc cenario,youcan nuseSecureSocketsLayer(SSL L)toencrypttra afficandestablishasecurecon nnectionbetwe een th heclientandth heWFEserver.T ToenableSSL,yourequireap properlyconfigu uredWebserve ercertificate.Y You pe erformtheinsta allationofthec certificatetotheappropriateW WebsiteinIIS.
Yo oumayalsoreq quireadditionalhostheadersfo oraWebapplic cation,suchasw whenyouconfi igurealternateaccess mappingstoenablemultipleUR m RLsforasinglec contentsource. .Inthisscenario o,youmustcon nfigurethehost theader in ntheIISManage erconsole.
Yo ouconfigurece ertainsettingsfo ortheWebapp plication,sucha sBLOBcachese ettings,intheW Web.configfile. .This fil leisstoredinth hedirectoryfortheWebapplic cationontheW WFEserver(s).
Ifyouhavemulti ipleWFEserver rsinthefarmth hathostthesam meWebapplica ations,youmust talsoconsiderhow yo ouduplicateandbackupthese esettingsonthe enecessaryWF FEserver.
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DesignRequire D ementsforSQ QLServer
KeyPoints
Mostsmallandm M mediumsizeSha arePointfarmd deploymentsus seasingledatab baseserverasastarting po oint.Onlyastra ansactionlevels sincreasewillad dministratorsco onsiderscaling outtolargerfarmtopologies.There ar reseveralreaso onstoconsiderm multipledataba aseserverstosu upportaShareP Point2010farm m: Youcanuse eadditionalcom mputersrunning gSQLServerto distributeI/Oo operationsanddatabase accessloadsforheavywor rkloads.Thiscon nfigurationcan beforaservice eapplication,su uchassearch,o orto separatehe eavycollaborationbasedsitec collectionsfrom mothercontent .
Youcanuse easecondcomp puterrunningS SQLServertoim mplementaform mofdatabaseh highavailabilitythatis knownasdatabasemirrori ingorlogshipping.Databasem mirroringcopies stransactionlo ogdatafromthe e computerrunningSQLSer rverthatholdst thelivecopyof thedatabaset oastandbyser rverwithaseco ond copyofthatdatabase.Ifth helivedatabase efails,thestand dbyserver cantakeov verdatabaseop perationsinapr rocessknownas sfailover.Datab basemirroringr requiresacopy yofthe databasean ndlogfilesonb boththeliveand dstandbyserve ers.
Logshippingissimilartodatabasemirrori ing,butdoesno otguaranteetra ansactionalcon nsistency,andcannot er. performautomaticfailove
Youcanuse eadditionalcom mputersrunning gSQLServerto implementafo ormofserverhighavailabilityknown asfailoverc clustering.Failo overclustersreq quiresharedsto orage,suchasaSAN,tosharet thedatabasevo olumes andlogfiles samongmultip pleinstancesofSQLServerrunn ningondifferen ntclusternodes.Thisarrangem ment offersaddit tionalscalability ybeyonddatabasemirroring.B Basedonlicensingrequiremen nts,thefollowin ngtwo failoverclus sterconfigurati ionsareavailab ble:
Youcan nuseSQLServerStandardand WindowsServe erEnterpriseon neachclustern nodetocreatea atwo nodefa ailovercluster. Youcan nuseSQLServerEnterpriseand dWindowsServ verEnterpriseo oneachclusternodetocreate ea failover rclusterthatca anscaleupto16 6nodes.
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Note:Highavaila abilityoptionsin nthemselvesdo onotspreadloa adbetweenclu usternodesand thereforedonot im mproveperform manceintheirownright.
Question:Howc Q canyouprovide eadditionalcom mputersrunning gSQLServertoaccommodateheavy da atabaseworkloadsandprovide ehighavailability?
Fo ormoreinformatio onabouthighavaila abilitywithSQLServer2008,see

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Lesson3

SharePoint FarmTop t pologies
Th hislessonreview wstheoptionsf foraSharePoin ntfarmtopology y.Theflexibility yoftheSharePo ointtopologyenables so olutionarchitectstotailoreach hfarmdeploym menttothespec cificsizingandp performancere equirementsoft their or rganization.
UsingSharePoint t2010,youmay ychoosetodep ployasinglefarm mtoserviceall requirements.Alternatively,y youmay hoosetodeploy ymultiplefarms sbasedonsepa aratingauthorin ngandpublishin ngprocessesormultiplefarms sfora ch ge eographicallydi istributeduserb base.Inaddition,multiplefarm mscanshareso omeserviceapp plications,oras single fa armcanprovide econtentrequir rementsforsev veraldifferento organizationssimultaneously.
Objectives O
Identifysuit tabletopologies sforsinglefarm ms.
Explainopti ionsformultiplefarmtopologiesandcrossfa armservices.
Identifytop pologiesformultiplefarmstos supportcontent tpublishing.
Describethesupportform multitenancyinSharePoint201 10.
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SingleFarm mTopologies s
KeyPoints
Fa armtopologyis extremelyflexi ibleinSharePoi int2010.Forex xample,youcan naddserversto oafarm(scaleo out)to sh hareexistingser rviceswiththecurrentfarmse ervers.Youcan alsodedicatesp pecificserverst torunningspecific se erviceapplicatio ons,suchassearchorExcelSer rvices,ordedica ateserversasW WFEservers.
Th herearethreec categoriesoffarmtopologies:
Smallfarms s.Thesefarmstypicallyhavebe etweentwoand dapproximatel lyfiveservers,a andtheycanha ave ver(s)alsoruns ts twoorthre eetiers.Inasma all,twotierfarm m,theWFEserv serviceapplicat tioncomponent suchassearchquery,searc chcrawl,orMic crosoftInfoPath hforms.Asma allfarmcanserv vebetween10, ,000 to20,000usersdepending gonusageands servicerequirem ments.
Mediumfar rms.Thesefarm mshavebetwee enapproximate lyfiveand10servers,separate edintothreetiers.In mediumfar rms,serviceapp plicationsareof ftenspreadout tacrossanumb berofapplicatio onservers,with dedicateds searchservers.A Amediumfarmcanmanageup pto40millionitems.Youcanextendamediu um farmbyhav vingmorethanonedatabases server,withthe esearchdatabasesseparatedf fromother SharePointdatabases.
Largefarms s.Thesefarmst typicallystartat tapproximately y10serversand dscaleout.The abaseswithsim recommend dationforscalin ngoutalargefa armistogroup servicesordata milar performanc cecharacteristic csontodedicatedserversand thenscaleoutt theserversasa agroup.
Note:Servergroupsareonlyad designconcept thereisnosu chmanagemen ntobjectinaSh harePoint 20 010farm.
Question:Inam Q mediumfarmwit thasingledatabaseserver,yo uplantoadda nadditionaldatabaseserverf for pe erformancerea asons.Whichserviceapplicatio ondatabaseswo ouldyoumovet tothenewdata abaseserverfir rst?
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Fo ormoreinformatio onabouttopolog giesforSharePoint 2010,see

http://go.microsof ft.com/fwlink/?LinkID=167089.
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MultipleFarmT M TopologiesandCrossFarm mServices
KeyPoints
In nSharePoint2010,youcansha aresomeservice eapplicationsa amongdifferent tfarmsinthesa ame or rganization.Thisenablesyoutounifyorstand dardizecertainserviceapplicat tionrelatedele ements.
Fo orexample,anorganizationmayhavetwoseparateSharePo ointfarmsfordi ifferentdepartm mentsor ge eographicregions.Insuchane environment,yo oucancreatea dedicatedsear rchfarmthatca ancrawlconten nt fromandprovidesearchresultstobothfarm mssimultaneou usly.Scalingout tinthiswaytomultiplefarms also rovidesperform manceopportun nities.Forexample,youcanus seadedicateds searchfarmtos scaleforindexe es pr th hatincludemor rethan40millio onitems.
Cr rossfarmservic cesareapplicationsthatcanbe esharedindepe endentlywitho otherfarms.Som meservice ap pplicationscanbesharedoutt toanotherfarm mandsimultane eouslyconsume edfromservices srunninginoth her fa arms.Forexamp ple,anorganiza ationmayhave twofarmsthat bothusetheM ManagedMetad dataServicetod define metadata.FarmA m Acanusethelo ocalManagedM MetadataServic ceandconsume etheManagedMetadataServ viceof Fa armB,whichmakesbothsetso ofmetadataavailable.Youcan nrepeatthisco onfigurationonFarmBsothat both fa armscansharem metadatadefinitions.
erofphysicalse By ynecessity,topologiesformult tiplefarmsincreasethenumbe erversthatyourequire.However, fa armsthatarede edicatedtotheprovisionofserviceapplicatio onsmaynotrequireanyWFEservers.Duetot the in ncreasednumbe erofserversreq quired,multiple efarmtopologie esareagoodca andidateforvir rtualization.
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MultipleFarms M sforContentPublishing
KeyPoints
Manyorganizatio M onswanttoens sureacontrolle eddistributiono ofcontentthrou ughanauthorin ngandreviewp process be eforetheymakethecontentliveinaproduct tionenvironme nt.Organizatio nsmayconside erdeployingmu ultiple fa armstoholdcon ntentatdifferentstagesofthis sprocess.
An nauthoringfarmenablescont tentauthorstomakechangest tocontent,and dsuchfarmsare eoftenmaintainedon th heinternalnetw work.Somepart tsofthereview wprocessmayta akeplacewhile ethecontentisonlyheldhere, ,and ot therreviewsma ayoccurafterthecontentmov vestoastaging genvironment.
Organizationscanuseastagingfarmtoholdaf finaldraftofite emsbeforethey ymovethemto oaproduction nvironment.Atthestagingfarm m,finalreviews sforcontentsu uitability,style,a andlayoutcanoccurbeforeth hey en pu ublishtheitemintogeneralcir rculation.
Aproductionfarmenablesread derstobrowsef finalcontentwi thoutanycross soverwithdraft tandauthoring g pr rocesses.Yoush houldonlymovecontenttotheproductionfa armafterallrev viewsarecomplete.Youcanplace pr roductionfarms sinaperimeter rnetworkforac ccessfromthe Internet.
Yo oucanmoveco ontentfromone efarmtothene extintheproce essbyusingcon ntentdeploymenttoassistin au utomatingelem mentsofthepro ocess.
Note:Theuseof differentserve f erfarmsforauth horingorstagin ngpurposesisty ypicallyonlysuitablefor pu ublishingcontent,notcollabor rationcontent.
So omeorganizatio onswilluseadd ditionalfarmenvironments,suc chasadevelop pmentfarmand datestingfarm. Organizationsoft tenusethesefa armenvironmentswhenaddit ionalcodingreq quirementsexis st,suchasinho ouseor hirdpartyWebParts. th
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Fo ormoreinformatio onaboutthetopo ologyofdesignco ontentdeploymen nt,see

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MultiTenancyEnvironments M s
KeyPoints
Sh harePoint2010hassignificantl lyimprovedopt tionsforhosting gproviders.Imp provementsinlogicalarchitecture en nableyoutoim mplementfarmd deploymentsth hatuseamultit tenancymodel. .Multitenancy ymeansthatdif fferent co ompaniescansh hareasinglefar rmenvironmen nt.
Th hisarrangemen ntsuitslargeorg ganizationswith hsubsidiarycom mpaniesthatha avespecificrequ uirementsfor Sh harePoint2010.Theparentcompanycanprov visionandman agealargefarm mwithsegregat tedcontentare easfor th hesubsidiaries;theparentcom mpanyandthes subsidiariescan combineinves stmentinhardw wareandlicensi ingand sh harethebenefit ts.
Th hemultitenanc cymodelalsosu uitsSharePoint hostingprovide ersaspartofac commercialhos stingmodel,wh here cu ustomercompa aniespayforSha arePointstorag geandservicep rovisioning.
In nbothcases,itisimportanttof followservergu uidelinesandto opologyoptions stoprovidesuf fficientlevelsof f pe erformanceforendusers.
Fo ormoreinformatio onabout SharePoin nt2010for hosters,see

http://go.microsof ft.com/fwlink/?LinkId=190783.
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Lesson4

Mappinga M aLogicalArchitectur reDesigntoaPhysiical ArchitectureDesign A n
Th hereisastronglinkbetweenth helogicalarchit tectureofShare ePoint2010an dthephysicala architectureof Sh harePoint2010.Someofthedesignchoicesth hatyoumakefo orthelogicalar rchitecturewillhaveadirectim mpact on nthephysicalarchitecture,suc chasthenumberofdatabases sthatyourequi ireorthenumb berofserversth hatyou ne eedinthefarm.Thislessonma apssomeofthe elinksbetween logicalandphy ysicalarchitectu ures,anddiscusses su upportingrequirementsforyou urfarmtopolog gy.
Objectives O
Identifyexis stingmanagementrequiremen nts,andtheimp pactonSharePo oint.
Identifylink ksbetweenlogicalandphysicalarchitecturesiinSharePoint.
Describead dditionalShareP Pointtopologyr requirements.
Documentt thephysicaldes sign.
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Ph hysicalDesign ninaBusiness sContext
KeyPoints
Ty ypically,yourSh harePointfarmsolutionwillno otexistinisolatiion.Therewillu usuallybeanex xistingnetwork in nfrastructurewithadditionalne etworkservices sinplace,which hyourSharePo intfarmwillsup pplement.Thismeans th hattherewillbe eexistingeleme entsthatyoumustaccountfor rinyourdesign .Thefollowinglistcontainsso ome ex xamplesofexist tingsupportreq quirementsorp policies:
Theremayb beexistingsecu urityrequirementsorpoliciest thatgovernhow wserverscantr ransmitdata,or rthere maybecon nfigurationrequ uirementsforW Webserversinp erimeternetwo orks.
Theremayb beexistingauth henticationrequirementsthat theSharePoint tsolutionmustalsomeet,such hastwo factorauthenticationdevic ces.
Theremayb befirewallpolic ciesthatcanrestrictplacemen ntofdomainco ntrollersintheperimeter networkorpreventlogontrafficfromsuc ccessfullypassin ng.
When you calculate netw work usage an bandwidth requirements, you must take account of other nd networkus sageon shared networksegments. You must tincludethisu usageinyourca alculationsand your performanc cetesting.
Yourorgani izationmayrequirethatSQLSe erverDBAsadm ministertheSha arePointdataba aseserversinste ead ofSharePoi intadministrato ors.
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MappingLogic M calArchitectureDesigntoPhysicalSpeciifications
KeyPoints
Af fteryouhaveestablishedalog gicalarchitectur redesign,youc candecideonth hephysicalfarm m,server sp pecifications,an ndnumberofse ervers.Manyof fthelogicalarch hitectureeleme entswillhaveanimpacton th hephysicalspec cifications.Thef followingtable listssomeexam mplesofrelation nshipsbetween nlogicaldesignand ph hysicalrequirem ments.
rements Logicaldesignrequir Siz zeofrepository y Nu umberofWeba applications
Impactonphysicalspecifications
Forlargecon ntentcollection s(corpusover4 40millionitems s)ormultiplef farm scenarios,thisrepositoryma ayrequireaded dicatedsearchf farm. Thenumber ofWebapplica ations,andthen numberofuser rswhoconnectto aveanimpacto nthenumbero ofWFEserverst thatyourequir re. them,willha MoreWFEse erverscanoffer rdedicatedhost tingofindividualWebapplicat tions.
Qu uantityofconte ent
Ascontentde emandincrease es,yourequire additionaldata abasestostore contentbeyo ond200GB.Fur rtherdemandm mayresultinsp plittingservice applicationd databases,such assearch,onto oadditionalserv vers.Youmaya also needtorevie ewthediskstor ragetype(RAID Dconfigurationo orSAS/SATA)
PresenceofMicro osoftOffice WebApps W
MicrosoftOff ficeWebAppsplacemoredem mandonnetwo orkbandwidth,in additiontoW WFEandapplica ationservers. Hostheader andalternatea accessmapping guserequiresad dditionalDNSre ecord n.Youmaynee dtochangeint ternalDNSorIn nternetDNSorb both. configuration
Mappingsforhos stheaders ndalternateacc cess an Managementofd digitalassets
Digitalassetm managementre equiresaddition nalcontentstorage consideration ns,eitherforda atabasestorage eorforremoteBLOBstorage
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Logicaldesignrequirements
Impact on physical specifications

(RBS).RBSrequirescompatiblestorageoptions. Inaddition,youshouldconsiderconfigurationofBLOBcachingonWFE servers.
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AdditionalTopo ologyConsid derations
KeyPoints
In nadditiontodesigningthenum mberoffarmsth hatyourequire eandsizingthefarm(s),youmu ustconsiderfar rm pl lacement.
Network N
Ifuserswhowillaccessthefarm maresolelyont theinternalnet twork,youcanp placethefarmintheinternal etwork,andacc cessrequiremen ntsaresatisfied d. ne
Ifthefarmmustbeaccessiblefr romtheInterne ettocorporat teusers,busines sspartnersinanextranetscen nario,or ubliclytherea areanumberof foptionsfordeploymentofth efarmandAct iveDirectory.T Thefollowingta able pu de escribestheser rverplacementoptionsandcor rrespondingcon nsiderations.
rmplacement Far Int ternalnetwork
eDirectoryplacement Active Intern nalnetwork
Co onsiderations H HTTP(orHTTPS) )trafficmustpa assfromthe In nternettotheW WFEserversint theinternal n etwork.Forim provedsecurity y,usean a pplicationlaye rfirewall,suchasMicrosoft ThreatManagem mentGateway. T A Authenticationt trafficmustpas ssbackfromthe e W WFEserverstot thedomaincontrollersinthe in nternalnetwork k. Requirescarefulconfigurationo offirewalltose ecurely R passbothActive eDirectorytraff ficbetweendom main p co ontrollersandt trafficfromWFEandapplicatio on se erversbacktoc computersrunn ningSQLServer r.
Pe erimeternetwork
Intern nalnetwork
Sp plitWFEand domaincontr rollersfor Split ap pplicationserversinthe intern naldomaininb both pe erimeternetwork, intern nalandperimet ternetwork co omputersrunnin ng SQ QLServerinthe int ternalnetwork
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rmplacement Far Pe erimeternetwork eDirectoryplacement Active
Co onsiderations T Thisconfiguratio onprovidesActiveDirectoryin nthe perimeternetwo ork,butasasep parateforest. p Typically,thispr reventssinglesignon(SSO)for r Ty co orporateusers, ,becauseasepa arateaccountis s re equiredforaut henticationint theperimeterforest (a althoughyouca anestablishatr rustrelationship).
Perim meternetwork( (separate forest)
Note:Youshould dchooseanAct tiveDirectoryan ndfarmplacem mentconfigurat ionthatbestm meetsyour or rganizationsse ecurityandauth henticationrequ uirements.
Antivirus A
Yo oumustalsoco onsiderhowtop protectSharePo ointcontentaga ainstvirusesan dmalware.You ushouldconsider in ntegrationwithyourcorporate eantivirusstrate egy,oryoumay yrequirededica atedSharePoint tantivirussoftw ware ifyourcurrentan ntivirussoftwar redoesnotprov videintegration nwithSharePoi int2010.
HighAvailabili ity
Yo oumustalsoco onsiderhighava ailabilityrequire ementsadditio onalserversma aybenecessary ytosupportext tended up ptimerequirem ments.Forhigha availabilityrequ uirements,you mustconsidert thethreefarmtiersseparately y:
Toimpleme enthighavailab bilityforWFEse ervers,youreq uireatleasttw woWFEservers thathostthes same eror Webapplic cation,withloadbalancing.Th heloadbalanci ngelementma aybeahardwa areloadbalance thenetwor rkloadbalancin ng(NLB)featur rein Windows Server2008.N NLBisavailable inWindowsSe erver 2008Web,Standard,Enterprise,andData acenteredition ns.
Toimpleme enthighavailab bilityforservice applications,yo oucanimpleme entmultipleap pplicationservers thathostth hesameservice es.
Toimpleme enthighavailab bilityfordatabas ses,yourequire eatleasttwoco omputersrunni ingSQLServer. Youcancon nfigurethesefo ordatabasemirroring(whichre equiresduplica testorage),ory youcan configureth hemaspartofa aSQLServerfai ilovercluster(w whichrequiress sharedstorage).
Note:Youmayalsobeabletoachievehighava ailabilitywheny youvirtualizeSharePointserve ers.Depending on th hevirtualization nplatformrequirements,asing glevirtualWFE, ,application,or rdatabaseserv vercanbehighly y av vailableacrossm multiplevirtualhostservers.
Question:Youde Q ecidetoimplem menttwocomputersrunningS SQLServerinam mirroredconfig gurationforhigh h av vailability.Willt thisconfiguratio onalsoimprove eperformance? ?Explainyourr reasonsforyour ranswer.
Fo ormoreinformatio onabouthowtop planforavailabilityin nSharePoint2010,s see

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DocumentingthePhysicalDesign
KeyPoints
Af fteryouhavedesignedyourph hysicalserverre equirementsan ndfarmtopolog gy,itisimportan nttodocument tyour de esignandrecordalloftherequ uiredelements readyfordeplo oyment.Thisde esigndocument twillalsohelpw when yo oudeploythefa arm,becauseyo oucanidentify dependencies, createaworks sequencetofollow,andensurethat yo oudonotforgetanyrequirementsduringdep ployment.
gtheserverhar rdware Yo oushouldcreat teaworksheett todescribethe serverrequirem ments,including co onfiguration,ne etworksettings, ,domainmemb bership,andwh hichserverswillhostserviceap pplicationsinth he fa arm.
Af fteryoucreatetheserverplan nningworksheet,youcancreat teanetworkdiagramofyourf farmtopology.This di iagramcandeta ail:
Thenumberandtypeofse ervers.
Additionalr requirements,s suchasdomain controllersorf firewalls.
Thetypeof storagethatse f erverswilluse,s suchasDASorS SAN.
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DesigningaPhysicalArchitecture s
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Lab:DesigningaPhy n ysicalArchitecture
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Exercise1:PlanningthePhysicalArchitecture
Scenario
ContosoPharmaceuticalsResearchisrequestingitsownSharePointfarm.However,youhavelogically separateditsWebandserviceapplications,soyoushouldnowidentifythemostcosteffectivesolutionthat satisfiestheContosoLtdrequirements.
Theinformationthatyourteamrequiresisdetailedinthesupplieddocuments.Usethesedocumentstoproduce yourphysicalSharePointdesign.
1. Readthesupportinginformation. 2. CompletethePhysicalArchitecturePlanningworksheet. 3. CompletethePhysicalArchitecturediagram.
1. Readthelabscenario. 2. Logonto10231ANYCDC104asCONTOSO\EdwiththepasswordPa$$w0rd. 3. IntheE:\Labfiles\Lab04\Starterfolder,reviewthePhysicalArchitectureRequirements.docxfile.
Task2:CompletethePhysicalArchitecturePlanningworksheet
IntheE:\Labfiles\Lab04\Starterfolder,completethedetailsforallproduction,staging,andtest serversinthePhysicalArchitecturePlanningWorksheet.xlsxfile.
Task3:CompletethePhysicalArchitecturediagram
IntheE:\Labfiles\Lab04\Starterfolder,completethefarmdesigninthePhysicalArchitecture Diagram.vsdfile.
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Exercise2:TroubleshootingaName ResolutionProblem
Scenario
Usingthecompleteddesign,yourteamconfiguredSharePointinthelabenvironment.Youcanaccesstheintranet sitebynavigatingtohttp://nycdc1,butnothttp://intranet.contoso.com.Youmustresolvethisproblemand ensurethatitdoesnotrecurintheproductionenvironment.
1. AttempttoaccesstheContoso,LtdintranetbyusingtwodifferentURLs. 2. Resolvethenameresolutionproblem.
Task1:AttempttoaccesstheContoso,Ltdintranetbyusingtwo differentURLs
1. InWindowsInternetExplorer,gotohttp://nycdc1.YoushouldbeabletoviewtheContoso,Ltdhome page. 2. InInternetExplorer,gotohttp://intranet.contoso.com.Youwillreceiveanerrorpage.
Task2:Resolvethenameresolutionproblem
1. UseSharePointCentralAdministrationtocreateanalternateaccessmappingfortheSharePoint80 Webapplicationwiththefollowingsettings:
Zone:Intranet
Address:http://intranet.contoso.com
2. Addanewhost(A)recordforintranet.contoso.comwiththeIPaddress10.10.10.1. 3. Addintranet.contoso.comasahostheaderfortheSharePoint80WebsiteinIIS. 4. InInternetExplorer,gotohttp://intranet.contoso.com.YoushouldbeabletoviewtheContoso,Ltdhome page.
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ReviewQuesti ions
1. Onwhiched . ditionsofWindo owsServer2008 8canyouinstalllSharePoint20 010? 2. WhichSQLS . Serverdatabase erecoverymode elisnotsuitable eforSharePoin nt2010databases? 3. Whatisthemaximumrecommendedsizef . foracontentda ontainsmultiple esite atabasethatco collections? 4. Whichtoolm . mustyouuseto oaddSSLcertific catestoShareP PointWebapplications?
BestPracticesRelatedtoD DesigningaSh harePoint201 10PhysicalA Architecture

Performlogicalarchitecturedesignbefore ephysicalarchit tecturedesign. Considerexi istingnetworka andsecuritypolicies. Ifyouaremakingcontenta accessibletothe eInternet,care efullyconsiders serverplacemen ntand protectingtheconnectionbyusinganapp plicationlayerg gatewaydevice. .
Carefullysize esitecollection nssothattheyd donotexceedd databasestorag gerecommenda ations.
Module7
AdministeringandAutomatingSharePoint
Contents:
Lesson1:ConfiguringCentralAdministration Lesson2:AdministeringSharePointfromtheCommandLine Lesson3:AutomatingSharePointOperationswithWindowsPowerShell LabA:AutomatingSharePointwithWindowsPowerShell LabB:AdministeringSharePointwithStsadm
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5/11/2011 3:29:06 PM 60000e78-56d0-47cd-908f-7893da6bdfc0 JOHN MARTIN Warning: This is johnmartin_64@msn.com's unique copy. It is illegal to reprint, redistribute or resell this content. The Licensed Content is licensed "as-is." Microsoft does not support this Licensed Content in any way and Microsoft gives no express warranties, guarantees or conditions.Please report any unauthorized use to mscwinfo@microsoft.com.
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Modu uleOverv view

In npreviousmodu ules,youusedC CentralAdminis strationtoperfo ormcommonad dministrativeta asksrelatedtot the in nstallationandc configurationof fMicrosoftSharePoint.
In nthismodule,youlearnmorea aboutwhatitm meanstobeana administratoro ofaSharePointfarmandwhatittakes to oadministerSha arePointusingb bothCentralAd dministrationan ndcommandlin neoptions.
Am mongthemost tpowerfultools satyourdisposa alasaSharePoiintadministrato orisWindowsPowerShell. Sh harePoint2010offersrichsupp portforWindow wsPowerShella astheprimaryc commandlineinterfacefor ad dministeringandautomatingS SharePoint,andinthismodule youlearnthef fundamentalso ofWindowsPow werShell fo orSharePoint.
5/11/2011 3:29:06 PM 60 0000e78-56d0 0-47cd-908f-7 7893da6bdfc0 JOHN MAR 0 RTIN Warning: This is johnm T martin_64@msn.com's uniq copy. It is illegal to rep que s print, redistrib or resell this bute c content. The Licensed Con L ntent is licensed "as-is." Microsoft does not support t Licensed Content in an way this ny and Micros gives no express warra soft anties, guaran ntees or condi itions.Please r report any un nauthorized us to se mscwinfo@ @microsoft.c om.
Ad nisteringandAutomatin SharePoint dmi ng
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Lesson1
ConfiguringCentralAdministr C ration

In nthislesson,you utakeahighle evellookattheavailableoption nsforadministe eringSharePoin nt:Central Ad dministration,S Stsadm,andWindowsPowerSh hell.Youlearnt toconfigureCe ntralAdministr rationandtoide entify th hevariousadministrativerolesinaSharePoint tenvironment. Laterlessonse xploreStsadma andWindows Po owerShellindetail.
Af ftercompleting gthislesson,you uwillbeableto o: Describetheoptionsforadm ministeringShar rePointfarms. ConfigureandmanagetheC CentralAdminis strationWebap pplication. Describetheadministrativerolesthatyouc canusetoman ageSharePoint tfarms.
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Administrat tiveOptions

In nadditiontoSharePoint2010C CentralAdminis stration,youha aveatleasttwootheroptionsw withwhichto ad dministeraSharePointfarm:StsadmandWindowsPowerShe ell.
St tsadmisacomm mand(Stsadm.e exe)locatedint thefolderC:\Pr ogramFiles \C CommonFiles\M MicrosoftShare ed\webservere extensions\14\B BIN.
WindowsPowerS W Shellistheadm ministrativefram meworkforShar rePoint2010an ndotherMicros softtechnology y pl latforms.
Sh harePoint2010ManagementS Shellistheprefe erredinterface forperforming gtaskbasedcom mmandsandfo or ru unningscripts.T TheSharePoint2010Managem mentShellsuppo ortsbothStsadmandWindow wsPowerShell.
In nthismodule,youlearnaboutallthreeoftheseadministrati veoptions.
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CentralAdminis stration
Re ememberthatC CentralAdminis strationisaWe ebapplication.E Everyactionyo uperforminCe entralAdministration isbeingexecuted dusingtheappl licationpoolide entityfortheCe entralAdminist trationWebapp he plicationandth merservice,for rexample,SP_F Farm.Actionspe erformedinCe ntralAdministr rationarenotex xecutedinthec context tim of fyouradministrativeaccounts sidentity.
Ifsomethingisno otworking,bes surethattheSP P_Farmidentity yhasthepermis ssionsitrequire es.Forexample e, ometasksperfo ormedinCentra alAdministratio onrequirethatt theaccounthav vethefollowing gattributes: so LocalAdministratorsgroupm membershipon neachSharePoiintserver QLServerperm missions MicrosoftSQ Th hesepermission nsareassigned automaticallyif fyoufollowthe eproceduresou utlinedearlierin nthiscourse. However,ifsome ethinghappens sthatremoveso ordeniesarequ uiredpermission n,administrativ vetasksmayfai il.
ChangethePo ortforCentra alAdministrat tion

Whenyourunth W heSharePointProductsConfigu urationWizard(Psconfigui.exe e),youspecifyth heporttowhic ch th heCentralAdministrationWeb bsiteisbound.
Yo oucanchanget theportusingo oneofthesetwo omethods:
WindowsPow werShell.Youc canusetheSetSPCentralAdmin nistrationcmdl letPortparametertomodifytheport towhichCent tralAdministrat tionisbound.

SetSPCentralAd dministrationPort t<PortNumber>
Where: <PortNum mber>isanavailableport,grea aterthan1023andlessthan3 2767. Stsadm.Youcanusethesetadminportoperationtomodif fytheporttow whichCentralAd dministrationisbound.

stsadmosetad dminport<PortNum mber>
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Where: <PortNumber>isanavailableport.
AdditionalReading
ChangetheCentralAdministrationWebsiteportnumber(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192720&clcid=0x409. Setadminport:Stsadmoperation(OfficeSharePointServer)at http://go.microsoft.com/fwlink/?LinkID=192721&clcid=0x409.
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AdministrativeRoles
Fa armAdminist trators
Th heFarmAdmini istratorsgrouprepresentstheaccountsthatc canusetheCen ntralAdministra ation ap pplicationtope erformadminist trativetasks. ManagetheFarm M mAdministrato orsGroup InSharePoint2010CentralA Administration QuickLaunch,c clickSecurity,andthen,intheUserssection,click ratorsGroup. ManageTheFarmAdministr ver MembersoftheFarmAdministr M ratorsgrouphavepermissions toandrespons sibilityforallserversintheserv fa arm.Membersc canperformalladministrative tasksinCentra lAdministrationfortheserver ror se erverfarm.Mem mbersofthisgroupcanalsous seWindowsPow werShelltocrea ateandmanage econfiguration da atabaseobjects sandcanperfor rmcommandlineoperations,forexample,St tsadm.exe.They ycanassign ad dministratorsto omanageservic ceapplications,whichareinsta ancesofshared dservices.
Th heFarmAdmini istratorsgroupdoesnothavep permissionstoa accessindividua fault. alsitesortheircontent,bydef However,memberscantakeow wnershipofasit tecollectionby assigningthem mselvesasasitecollectionown nerin entralAdminist tration.Forexam mple,ifasiteco ollectionadmin nistratorleavest onandanew Ce theorganizatio ad dministratormu ustbeadded,amemberofthe eFarmAdminist tratorsgroupca antakeowners shipofthesite co ollectiontomak kethechange.
Lo ocalAdminist trators
MembersoftheAdministratorsgrouponthelo M ocalserverarem membersofthe eFarmAdminis stratorsgroupb by de efault.Therefor re,membersoftheAdministra atorsgroupont thelocalserver rcanperformallfarmadminist trator ac ctionsandmore e,includinginst tallingnewprod ductsorapplica ations,deployin ngWebPartsan ndnewfeatures stothe globalassemblyc cache,creatingnewWebappli icationsandnew ormationServices(IIS)Website es,and wInternetInfo tartingservices.LikeFarmAdm ministrators,membersofthisgr roupontheloc calserverhaven noaccesstosite e st co ontent,bydefault,butcantakeownershipof asitecollectio n.
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ServiceApplicationAdministrators
Manyserviceapplicationsalsohaveadministrators,andtheadministrationoftheseserviceapplicationscan thereforebedelegated.
Farmadministratorsalwayshaverightstomanageallserviceapplications.Thoserightscannotbe removed.
ServiceapplicationadministratorsaredelegatedbymembersoftheFarmAdministratorsgroup.The administratorsofaserviceapplicationcanconfiguresettingsforaspecificserviceapplicationinafarm.However, theseadministratorscannotcreateserviceapplications,accessanyotherserviceapplicationsinthefarm,or performanyfarmleveloperations,includingtopologychanges.Forexample,theserviceapplication administratorforaSearchserviceapplicationinafarmcanconfiguresettingsforthatSearchserviceapplication only.
DelegateAdministrationofaServiceApplication 1. InCentralAdministrationQuickLaunch,clickApplicationManagement,andthen,intheService Applicationssection,clickManageServiceApplications. 2. Clicktherowofaserviceapplication.
Donotclickthenameofaserviceapplication.Mostserviceapplicationnamesarelinkstotheservice applicationsmanagementapplication.
3. Intheribbon,clickAdministrators.
ServiceApplicationFeatureAdministrators
Afeatureadministratorisassociatedwithaspecificfeatureorfeaturesofaserviceapplication.These administratorscanmanageasubsetofserviceapplicationsettingsbutnottheentireserviceapplication.For example,afeatureadministratormightmanagetheAudiencesfeatureoftheUserProfileserviceapplication.
SiteLevelAdministrators
Thefollowingtworolesareadministrativeroles,buttheydonothaveanycapabilitytoperformtasksin CentralAdministration: Sitecollectionadministrators TheOwnersgroupofasite
Thescopeoftheirpermissionsisthesitecollectionorsite.
SitecollectionadministratorshavetheFullControlpermissionlevelonallWebsitesinasitecollection.Theyhave accesstocontentinallsitesinthatsitecollection,eveniftheydonothaveexplicitpermissionsonthatsite.For moreinformation,seeModule2,CreatingaSharePoint2010Intranet.
Bydefault,membersofasitesOwnersgrouphavetheFullControlpermissionlevelonthatsite.Theycanperform administrationtasksforthesiteandforanylistorlibraryinthatsite.Theyreceiveemailnotificationsforevents, suchasthependingautomaticdeletionofinactivesitesandrequestsforsiteaccess.
AdditionalReading
Chooseadministratorsandownersfortheadministrationhierarchy(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192722&clcid=0x409.
Ad dministeringandAutomating SharePoint g
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Lesson2
Administer A ringShare ePointfrom mtheCom mmandLin ne
In nthislesson,you umoveawayfr romtheuserint terfaceoftheC CentralAdminis strationWebap pplicationandtu urnto co ommandlineop ptionsforadministeringSharePoint.Youexplo sadm.exe),whic chisincludedw with oreStsadm(Sts Sh harePoint2010tosupportmixedenvironmen nts,andWindow wsPowerShell,w whichistherec commendedtoolfor ad dministeringandautomatingS SharePoint2010 0.
Af ftercompleting gthislesson,youwillbeableto o: AdministerSharePointfromthecommand promptwithSt tsadm. Identifyther roleofWindow wsPowerShellfo oradministering gSharePoint.
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Sh harePointandCommandLineAdministra ation

Sh harePointhasin ntroducednewcommandline administration ninterfaceswith heachsuccessiv veversionofthe e pr roduct.InShare ePoint2007,Mi icrosoftintrodu ucedStsadm(Sts sadm.exe),whichexposed182 2commands.
Sh harePoint2010alignswithotherMicrosofttechnologiesarou undtheuseofW WindowsPowe erShellasthepr rimary co ommandlinein nterfaceforadm ministration.Sha arePoint2010p providesmoret than600Windo owsPowerShell cm mdletstosuppo ortadministrationofaSharePo ointfarm.Powe erShellprovides sasupersetofc capabilitiesfoun ndin Ce entralAdminist tration.Window wsPowerShell2.0isrequiredto oinstallShareP Pointandisinsta alledbytheMic crosoft Sh harePointProdu uctsPreparationTool(Prerequ uisiteInstaller).
As syoulearninth henexttopic,St tsadmhasbeen ndeprecatedbu utisstillsuppor rtedinSharePoint2010.
A nisteringandAutomatingSharePoint Admi
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St tsadm
St tsadm is depre ecated but is included to support compatiibility with pre evious product versions. There are, ho owever,asmallnumberofrare elyusedStsadm moperationsfor rwhichnoWin dowsPowerShe exists. ellequivalente So omeStsadmope erationsarenolongersupport tedbecauseoff featureorarch itecturalchangesin Sh harePoint2010.Forexample,c commandsused dtocreate,enu umerate,andm manageSharedS Service Pr roviders(SSPs)a arenotsupport tedbecauseSSP Pshavebeenre placedbyservic ceapplications.
To ouseStsadm,yo oumuststartCommandPromptonaSharePo ointserverwith htheRunAsAdministratoropt tion, an ndthennavigat tetothefolderthatcontainsStsadm.exe: C:\ProgramF Files\CommonF Files\Microsoft Shared\webse rverextensions s \14\BIN Yo oucanavoidha avingtonavigatetothisdeeply ynestedfolderb byaddingthep pathtothefoldertothe %PATH%environ % nmentvariable.Forexample,typethefollowi ngcommand:
setpath=%path%; ;C:\ProgramFiles\CommonFiles\MicrosoftShared\we ebserverextensio ons\14\BIN
Al lternately,uset theSharePoint2010Managem mentShell,whic chincludesthepathtothe\BIN Nfolderinitsp path va ariable.
St tsadmexposesf functionalitythroughoperations.Eachoperat tionisinvokedw withthissyntax x:

stsadmo<Opera ationName>[para ameter<Value>...] ]
Where: W <OperationN Name>isthenam meofanStsadm moperation. <Value>isthevalueforapa arameterusedb bytheoperatio on. To odiscovertheo operationsthataresupported,typethefollow wingcommand: :
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stsadm?
Toreaddocumentationaboutaspecificoperationandtheparametersitsupports,typethefollowing command:
stsadmhelp<OperationName>
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In ntroducingW WindowsPowe erShell
WindowsPowerS W Shellisataskba asedcommandlineshellands scriptinglangua agedesignedespeciallyforsyst tem ad dministration.B BuiltontheMic crosoft.NETFramework,Wind owsPowerShel llhelpsITprofessionalscontro oland au utomatethead dministrationofseveralMicrosofttechnologie s,includingthe eWindowsoperatingsystem, Sh harePoint2010, ,theActiveDire ectorydirectoryservice,andMicrosoftExch angeServer.
WithWindowsPowerShellcomm W mands,calledcmdlets,youcan nperformmana agementtasksf fromthecomm mand lin ne.WithWindo owsPowerShellproviders,you canaccessdata astores,suchas stheregistryan ndcertificatest tore, as seasilyasyouaccessthefilesy ystem.Inadditio on,WindowsPo owerShellhasa arichexpressionparserandaf fully de evelopedscriptinglanguage.
WindowsPowerS W Shellincludesth hefollowingfea atures: Cmdletsforp performingcom mmonsystemad dministrationta asks. Ataskbasedscriptinglanguage. existingscriptsa andcommandl linetools.Fore xample,youcanperformmos stCmd.exe Supportfore commandsw withWindowsPo owerShell. esign.Becausec cmdletsandsys stemdatastore esusecommonsyntaxandnam mingconvention ns, Consistentde datacanbesharedeasilyandtheoutputfro omonecmdlet tcanbeusedas stheinputtoan nothercmdlet withoutrefor rmattingorman nipulation. Providerstha atexposesystem mresourcessuc chastheregistr ry,certificatest tore,anddirecto oryservicefor simplifiednav vigationbyusin ngthesametechniquesthatus sersemployton navigatethefile esystem. oncapabilities. Youcanmanip ulateobjectsdi irectlyorsendt themtoothert toolsor Powerfulobjectmanipulatio databases. Extensibleint terface.Indepe endentsoftware evendorsande enterprisedevel loperscanbuild dcustomtoolsa and utilitiestoadministertheirsoftware. Th hereissignificantoverlapbetw weenStsadman ndWindowsPow werShellinsup portforoperationsthatareco ommon to both SharePo 2007 and SharePoint 2010. However, Windows Pow erShell provide unique capa o oint es abilities re elatedtothema anagementofa allnewfeatures s,includingsupp portforthefoll lowingtasks:
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InstallationandconfigurationofSharePoint2010 Managementofserviceapplications Granularcontrolofbackupandrestore
AdditionalReading
AboutWindowsPowerShellathttp://go.microsoft.com/fwlink/?LinkID=192723&clcid=0x409.
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Demonstration:WindowsP PowerShellBa asics
OpentheShar O rePoint2010Managemen ntShell

To oopentheShar rePoint2010ManagementShe ell: ClickStart,clic ckAllPrograms s,clickMicrosof ftSharePoint2 2010Products,a andthenclickS SharePoint 2010Managem mentShell.
Cmdlets
WindowsPowerS W Shellcommandsarecalledcmd dlets,pronounc cedcommand lets.
Li istAvailableCm mdlets Th heGetCommandcmdletlistsc cmdlets. TypeGetCom mmand. Cm mdletsarenotc casesensitive.T Thefollowingcm mdletsareequiivalent: GetCommand d d getcommand ND GETCOMMAN Cm mdletsalwaysfollowtheVerb Noun,alsocalledtheActionO Objectformat.T TheNounisalw wayssingular.
Fo orexample,the ecmdlettolista allprocessesrun nningonamac hineisGetProc cess.Tolistallp processesrunning on namachine: TypeGetProc cess. Th herearealimite ednumberofv verbs,whichcan nbelistedwith theGetVerbc mdlet.
Nounsfollownam mingstandardsmanagedbyth heWindowsPow werShellteam. Forexample,allSharePointno ouns be eginwithSP.
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ListAllSharePointcmdlets TolistallSharePointcmdlets: TypeGetCommandnounSP*|more.
AdditionalReading
UnderstandingImportantWindowsPowerShellConceptsat http://go.microsoft.com/fwlink/?LinkID=192724&clcid=0x409. LearningWindowsPowerShellNamesat http://go.microsoft.com/fwlink/?LinkID=192725&clcid=0x409.
TabCompletion
WindowsPowerShellsupportstabcompletion,soyoucantypeafewlettersandthenpressTABtocomplete yourtyping.Thisappliesnotonlytopaths,whichispossibleinCommandPromptaswell,butalsotocmdlets andtheirparameters.
Toexperiencetabcompletion,performthefollowingstepsinSharePoint2010ManagementShell,whichcreates anewcontentdatabaseforaWebapplication:
1. TypeNewSPCont,andthenpressTAB.
WindowsPowerShellcompletesthenameofthecmdlet,NewSPContentDatabase. ThefirstparameteroftheNewSPContentDatabasecmdletisthenameofthedatabaseyouwanttocreate.
2. PressSPACEBAR,typeTestContentDB,andthenpressSPACEBAR.
Thenextparameteristhenameofthedatabaseserveronwhichtocreatethecontentdatabase.
3. TypeDa,andthenpressTAB.
WindowsPowerShellcompletesthenameoftheparameter,DatabaseServer.
4. PressSPACEBAR,typeSP2010WFE1,andthenpressSPACEBAR.
TheotherrequiredparameteristhenameoftheWebapplicationwithwhichthecontentdatabaseis associated.
5. TypeW,andthenpressTAB.
WindowsPowerShellcompletesthenameoftheparameter,WebApplication.
6. PressSPACEBAR,andthentypehttp://intranet.contoso.com. 7. PressCTRL+Ctocancelthecommandwithoutexecutingit.
AdditionalReading UsingTabExpansionathttp://go.microsoft.com/fwlink/?LinkID=192729&clcid=0x409.
GetHelp
WindowsPowerShellcmdletsarewelldocumentedwithastandarddocumentationformat.
GetHelpAboutaCmdlet Togethelpaboutacmdlet,usetheGetHelpcmdlet. TypeGetHelp<cmdlet>,wherecmdletisthenameofthecmdletaboutwhichyouwanthelp.TheGet Helpcmdlethasthefollowingsyntax:
GetHelpcmdlet[examples|detailed|full]
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Whereoptionalparametersproducevarioustypesandlevelsofdetail. examples.Showsexamplesofthecmdlet. detailed.Showsdetailedinformationaboutthecmdletandeachofitsparameters.Alsoshows examples. full.Showsalldocumentationofthecmdlet. Withoutaparameter,theGetHelpcmdletshowsasynopsis,amoredetaileddescription,andthesyntaxofthe cmdlet.
Forexample,togethelp,includingexamples,abouttheNewSPContentDatabasecmdlet,typethe following:
GetHelpNewSPContentDatabasedetailed
AdditionalReading
GettingInformationAboutCommandsat http://go.microsoft.com/fwlink/?LinkID=192730&clcid=0x409. GettingDetailedHelpInformationathttp://go.microsoft.com/fwlink/?LinkID=192731&clcid=0x409.
Objects
UnlikeCommandPrompt,inwhichcommandsreturntextthatthenmustbeparsedandprocessedastext, WindowsPowerShellreturnsobjectsrepresentationsofthecomponentitself.
Forexample,theGetProcesscmdletreturnsobjectsrepresentingprocessesonacomputer.Typethe followingtoretrieveallprocessesonacomputer:
GetProcess
Tolimittheprocesses,useaparameteroftheGetProcesscmdlet.Forexample,theNameparameterlimits processesreturnedbasedontheirname.Thefollowingcommandretrievesallprocessesonacomputernamed iexplore:
GetProcessNameiexplore
TheNameparameteristhedefaultparameterfortheGetProcesscmdlet,soitcanbeomitted:
GetProcessiexplore
Intheseexamples,WindowsPowerShelloutputsseveralpropertiesofeachprocessitreturns.Youarenotdoing anythingwiththeobjectsotherthanshowingproperties.
However,objectsreturnedbyacmdletcanbestoredinvariablesforlateruseorpipedtoasubsequentcmdlet asinputforthecmdlet.
Pipeline
WindowsPowerShellfeaturesapipelineachannelthroughwhichtheoutputofacmdletcanbepassedtothe followingcmdlet.Thepipelineisrepresentedbythepipecharacter(|).
Forexample,typethefollowingtostopallprocessesnamediexploreonacomputer:
GetProcessiexplore|StopProcess
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TheGetProcesscmdletgetsrunningprocessesonamachine.TheStopProcesscmdletstopsprocesses.Inthis example,theGetProcesscmdletgetsprocessesnamediexplore,andthenpassestheprocessesthroughthe pipelinetotheStopProcesscmdlet.
Asyoulearnlaterinthislesson,oneofthemostimportantdifferencesbetweenWindowsPowerShelland CommandPromptisthatcmdletsreturnobjects,nottext.InCommandPrompt,commandsreturntext,andthe textcanbepipedtoanothercommand.InWindowsPowerShell,cmdletsreturnobjects,which canbemanipulatedinmuchmorepowerfulwaysfurtherdownthepipeline.Forexample,theGetProcess cmdletreturnsobjectsrepresentingprocesses namediexplore.Thenextcommandinthepipelinestopsthose processes, but it could just as easilybe a cmdlet that changesthe priority of the processes or that returns specificinformationabouttheprocesses,suchastheirmemoryandprocessorutilization.
AdditionalReading
UnderstandingtheWindowsPowerShellPipelineat http://go.microsoft.com/fwlink/?LinkID=192732&clcid=0x409.
Aliases
WindowsPowerShellallowsacmdlettohavealiases,whicharealternatenamesforthecmdlet.For example,gpsandpsarealiasesforGetProcess.Also,killisanaliasforStopProcess. ListAvailableAliases TheGetAliascmdletlistsaliases. TypeGetAlias.
ListAliasesforaSpecificCmdlet Tolistaliasesforaspecificcmdlet: TypeGetAliasdefinition<cmdlet>,wherecmdletisthecmdletforwhichyouwanttolistaliases.For example,typethefollowingtolistaliasesforStopProcess:
GetAliasdefinitionStopProcess
IfyouseeacmdletthatisnotfollowingtheVerbNounsyntax,itiscertainthatthecmdletisusinganalias. Sometimesitcanbedifficulttointerpretwhatacommandisdoingwhenanaliasisused. ListtheCmdletAssociatedwithanAlias Tolistthecmdletforaspecificalias: TypeGetAlias<Alias>,whereAliasisthealiasyouwanttodefine.For example,typethefollowingtolistthecmdletforthealiaskill:
GetAliaskill
AdditionalReading
UsingFamiliarCommandNamesathttp://go.microsoft.com/fwlink/?LinkID=192733&clcid=0x409.
Variables
AsyoubegintofindandcreateWindowsPowerShellscripts,theresonemoreconceptyoumustunderstand: variables.VariablesarememorylocationsthatstoreavalueorobjectandarerepresentedinWindows PowerShellbyanamethatstartswithadollarsign($).
Toassignavariablethatis,tocreateanddefineavariablesimplyusethefollowingsyntax:
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$variable=value
Forexample,thefollowingscriptstopsallprocessesnamediexplore:
$process="iexplore" GetProcess$process|StopProcess
Theresultisthesameastheonelinershownearlier.However,byseparatingthenameoftheprocessfromthe linethatperformstheactionoffindingandstoppingtheprocess,youcanmoreeasilymodifythescript.Oryou couldusetheReadHostcmdlettopromptauserforthenameofaprocess,insteadofhardwiringthenameof theprocessintothescript.
Toassignastringvaluetoavariable,enclosethevalueinsingleordoublequotationmarks,asshownearlier.
Variablescanalsostoreoneormoreobjects.Examinethefollowingscript:
$process=GetProcess"iexplore" $process|SelectID,name,description $process|StopProcess
Inthisexample,thevariable$processissettothecollectionofprocessesnamediexplore.Thevariableisthen usedintwofollowingcommands.ThefirstreportstheID,name,anddescriptionofeachprocessin $process.Thesecondstopseachprocess.
$_
Thespecialvariable$_representsthecurrentobjectinthepipeline.Youseeexamplesofthislaterinthe module.
Fornow,simplyimaginethatyouareloopingthroughacollectionofobjectsforexample,eachsitecollectionin aWebapplicationandyouwanttodosomethingtoeachobjectforexample,listthesitecollection administrators.Asyouloopthroughthecollection,youcanusethe$_variabletorepresentthecurrentsite collection.
Again,youlearnmoreabout$_andputittouselaterinthemodule.
AdditionalReading
UsingVariablestoStoreObjectsathttp://go.microsoft.com/fwlink/?LinkID=192734&clcid=0x409. WindowsPowerShellonMicrosoftTechNetat http://go.microsoft.com/fwlink/?LinkID=192735&clcid=0x409. WindowsPowerShellScriptingCenterat http://go.microsoft.com/fwlink/?LinkID=192736&clcid=0x409.
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Lesson3
Automatin A ngSharePo ointOpera ations wit thWindow ws PowerShell
Nowthatyouhavelearnedsom meofthefundam mentalconcept tsofWindowsP PowerShell,you ucanturnyour ttentiontohow wyoucanuseW WindowsPowerS Shelltoadminis sterandautom ateSharePoint2010. at Af ftercompleting gthislesson,youwillbeableto o: DescribetheSharePoint201 10managementshell. Delegatepermissionstouse eWindowsPowerShell ExaminetheSharePointlogi icalstructure. CreateaSharePointintranetbyusingWind dowsPowerShe ell. Describeobje ects,members,properties,and dmethodsinW WindowsPowerS Shell. Describehow wtoselect,sort.andformatou utputinWindow wsPowerShell. Describehow wtofilterobjects. DescribeIterationanditerat tioninscipts. AutomateSh harePointopera ationswithWind dowsPowerShe ell.
A AdministeringandAutomatin SharePoint ng
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Sh harePoint2010Manageme entShell
Sh harePoint2010Managem mentShellvs.WindowsPo owerShell

Th herearetwowa aystomanageS SharePointwith hWindowsPow werShell:theWi indowsPowerS Shellconsoleand Sh harePoint2010ManagementS Shell.
Sh harePoint2010ManagementS ShellloadsaWindowsPowerSh hellprofileloca atedintheShar rePointroot: Sh harePointRoot\CONFIG\POWE ERSHELL\Registr ration \S SharePoint.ps1.AWindowsPowerShellprofile eisascriptthat tconfiguresthe einitialuserenv vironmentfor WindowsPowerS W Shell.Inthecas seofSharePoint t2010Managem mentShell,theprofiledoesth hreeimportantthings:
LoadstheSh harePointsnap ins.TheShareP Point2010Man nagementShell profileloadsth heSharePointsn napins.
IfyourunWindowsPowerSh hell,youcannot tactuallyperfo ormanySharePo ointtasksbecau usethesnapin nsare Toloadsnapins s,youmustrun thefollowingco ommand: notloaded.T
AddPSSnapinM Microsoft.SharePoi int.PowerShell
AnotherwaytoaddSharePo ointfunctionalit tytoWindowsP PowerShellisto ouseaprocesscalled roughwhichyouloadtheShar rePoint.dllfiles sdirectly.Thisw wasrequiredinS SharePoint reflection,thr 2007butisno otrecommende edinSharePoin nt2010nowtha attheSharePointsnapinisava ailable.
gthatimproves hreadoptionto oReuseThread. .Thisisasetting stheutilization nofmemoryin SetsthePSTh WindowsPow werShellandred ducesthelikelih hoodofmemor ryleaks.InWin dowsPowerShe ell,eachlinee each ThreadOptions commandis sstartedinitso ownthread,orp process.WhenT saresettoReus seThread,each h commandisr runinthesame ethread.IfyouuseWindowsP owerShell,you mustrunthefollowingcomm mand:
$Host.Runspace e.ThreadOptions= ="ReuseThread"
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AddstheStsadm(SharePointRoot/BINfolder)tothepath.SharePointManagementShelladdsthepathto theStsadm.execommandtoitspath.ThisallowsyoutouseStsadmtoperformtasks,inadditiontoWindows PowerShell.
AdditionalReading
PSThreadOptionsathttp://go.microsoft.com/fwlink/?LinkId=183145.
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DelegatePerm missionstoUseWindowsPowerShell
Requirements stoUseWind dowsPowerShelltoAdmin nisterShareP Point

To ouseWindowsPowerShelltoa administerShar rePoint2010,an nadministrator rmustbeassign nedthe Sh harePoint_Shell_ _Accessroleon nanydatabases sagainstwhich WindowsPowe erShellwillbeu used.Forexamp ple,to pe erformtaskstha atreadormani ipulatedataint theconfiguratio ondatabase,an nadministratormusthavethe Sh harePoint_Shell_ _Accessrolefortheconfigurationdatabase.L Likewise,towo orkwithaspecif ficsitecollectio on,the ad dministratormu usthavetheSha arePoint_Shell_ _Accessrolefor rtheappropriat tecontentdata abase.
Ad dditionally,theadministrators saccountmust beamembero oftheWSS_ADM MIN_WPGlocalgrouponallse ervers in nthefarm.
To oassignthesetw woroles,andth herebytodeleg gatepermission ntouseWindow wsPowerShell,y youcanandsho ould us setheAddSPAdmincmdlet.Th heprocessisstr raightforward.
DelegatePerm D missionswithAddSPShellA Admin

1. OpenShareP . Point2010Man nagementConso ole.
2. UsetheAddSPAdmincmdlettograntaus . sertheabilityto ouseWindows PowerShellaga ainstthatconte ent sethefollowing gexample: database.Us
AddSPShellAd dminusername<D DOMAIN\user>database (GetSPConten ntDatabase<Conte entDatabaseNam me>)
So o,withjustonecommand,you uvegiventheusertheSharePo oint_Shell_Acce essroleonthed databaseandadded th heusertotheW WSS_ADMIN_WPGlocalgroup oneachserver inthefarm.Ift theuseriscurre entlyloggedon n,the us serwillofcours sehavetologof ffandlogback onforthenew wlocalgroupme embershiptota akeeffect.
To operformthisd delegation,youraccountmusthavetheSecur rity_Adminserv verrolefortheSQLServerinst tance an ndthedb_ownerroleforthed database,andy youmustbeint theAdministrat torsgroupofea achserverinthe efarm. In notherwords,y youmustbeahighleveladmin nistratortodele egatetoanothe eruserthe
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abilitytouseWindowsPowerShell.Practicallyspeaking,youlllikelybeadministratoroftheSQLServerandof eachserverinthefarm,thoughtechnicallyspeakingyoudontneedquitethatmuchpower.
SiteCollectionOwnership
Youmustalsobeasitecollectionowner,asdefinedinCentralAdministration,touseWindowsPowerShellagainst asitecollectioninthecontentdatabase.
ToassignasitecollectionownerbyusingWindowsPowerShell,followthisexample:
SetSPSiteAdministration<SiteCollectionURL>OwnerAlias<DOMAIN\user>SecondaryOwnerAlias <DOMAIN\user>
Where:
<SiteCollectionURL>istheURLofthesitecollection.
TheOwnerAliasparameters<DOMAIN\User>istheprimarysitecollectionadministrator.
TheSecondaryOwnerAliasparameters<DOMAIN\User>isthesecondarysitecollection administrator.
RunSharePoint2010ManagementShellwiththeRunAsAdministratorOption
Finally,manycmdletsrequirethatyouareanadministratorofthecomputeronwhichthecmdletisbeing executed.ThesecmdletsfailunlessyouusetheRunAsAdministratoroptionwhenopeningSharePoint 2010ManagementShell.
AdditionalReading
SharePoint2010ProductsadministrationbyusingWindowsPowerShellat http://go.microsoft.com/fwlink/?LinkID=192737&clcid=0x409.
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Ex xaminetheSharePointLogi icalStructureUsingWindo owsPowerShe ell
Ex xaminetheS SharePointLo ogicalStructurewithGet

Yo oucanusetheG Getverbtoretr rieveobjectsfro omtheSharePo ointobjectmod del.
Re etrieveaRefere encetotheFar rm To oretrievearefe erencetothefa arm:
TypeGetSPF Farm.
Re etrieveaCollec ctionofWebAp pplicationsinth heFarm To oretrieveacollectionrepresen ntingtheWeba applications:
TypeGetSPW WebApplication.
Th heGetSPWebA Applicationcmd dletleavesoutC CentralAdminis strationbydefa aultasameasur reofprotection n ag gainstscriptsthataredesigned dtoperformact tionsagainstev veryWebapplic cationinafarm m.Toincludethe e Ce entralAdminist trationWebapp plication,includ detheparamete erIncludeCen tralAdminsitrat tion. Re etrieveaCollec ctionofAllSiteC Collectionsinth heFarm To oretrieveacollectionofsiteco ollectionsinthe efarm:
TypeGetSPS Site.
To opreventrunaw waymemoryan ndprocessing,theGetSPSitec cmdletlimitsthe enumberofsit tecollectionsitreturns to o20,bydefault.Addthelimitparametertoincreasethislim mit,oraddlimit talltoreturnallsitecollection ns.The GetSPSitecmdle etalwaysexclud destheCentralAdministration nsitecollection. . Re etrieveaCollec ctionofWebSit tes Th heGetSPWebc cmdletretrievesacollectionof fWebsitesinascopespecified dbythecmdlet tsparameters.The Siteparametersp pecifiesasiteco ollectionasthe scope,andthe eFilterparame eterspecifiesaf filteras hescope. th
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Forexample,thefollowingcommandretrievestheWebsitesintheintranetsitecollection:
GetSPWebSitehttp://intranet.contoso.com
TheGetSPWebcmdletlimitsthenumberofobjectsitreturnsto200bydefault.LiketheGetSPSitecmdlet, usethelimitparametertoincreasethislimit,oruselimitalltoreturnallWebsitesinasitecollection.
UserInterfaceTerminologyvs.ObjectModelTerminology
Asyouvenodoubtnoticedinthisdiscussion,terminologyusedtodescribethelogicalhierarchyofSharePointis differentinWindowsPowerShellfromterminologyintheuserinterface.ThatsbecausetheSharePointobject model,whichdrivesterminologyusedbydevelopersandbythe.NETFramework,hasalegacythatdatesbackto thebeginningofSharePointtime.
Theterminologyisparticularlytrickyaroundthewordsite.Noticethedifferentwaysinwhichthewordsiteis usedbothindescribingthecomponentsofSharePointasshownintheuserinterfaceandintheobjectmodel.
UserInterface andDocumentation
Farm Webapplication Sitecollection Site,Website,Web,subweb,subsite
Object Model SPFarm SPWebApplication SPSite SPWeb
Itgetsevenmoretrickywhenuserssaysomethinglike,Icantaccessmysite.Isthatasitecollection(SPSite), Website(SPWeb),oraretheyreallysayingthattheyretypinghttp://intranet.contoso.comandgettingan error,inwhichcaseitmayevenbetheWebapplication(SPWebApplication)thatneedstobeexamined?
ItsrecommendedthatwhenyoudiscussSharePointandparticularlywhenyouaregatheringinformationfor troubleshootingthatyouavoidthewordsitebyitself.Clarify:Webapplication,sitecollection,orsubweb.
UsingthePipeline
Asyoulearnedearlier,theGetSPWebcmdletusesaSiteparametertospecifythesitecollectioninwhich Websitesshouldbereturned:
GetSPWebSite"http://intranet.contoso.com"
TheGetSPSitecmdlet,alsopresentedearlier,retrievesallsitecollections.IfyouuseanIdentityparameter,it retrievesonlymatchingsitecollections.
Forexample,thefollowingcommandretrievesonlyonesitecollection:
GetSPSite"http://intranet.contoso.com"
YoucanusethesitecollectionreturnedbyGetSPSiteinsteadoftheSiteparameterofGetSPWeb:
GetSPSite"http://intranet.contoso.com"|GetSPWeblimitall
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Question:Howcanyougetalistofallsitecollectionsinthefarm,includingCentralAdministration,whentheGet SPSitecmdletalwaysexcludesCentralAdministration?
Question:HowcanyougetalistofallWebsitesinthefarm,includingCentralAdministration,whenthe GetSPSitecmdletalwaysexcludesCentralAdministration?
AdditionalReading
UnderstandingtheWindowsPowerShellPipelineat http://go.microsoft.com/fwlink/?LinkID=192732&clcid=0x409.
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Create aSharePointIntranet UsingWindowsPowerSh t hell

Yo oucanuseWindowsPowerShe elltocreatelogicalcomponent tsofSharePoint t,justasyoudid dbyusing Ce entralAdminist trationinModule2.
DeleteaWebApplication D
To odeleteaWebapplication,usetheRemoveS SPWebApplicatiioncmdlet.For rexample,thef following co ommanddelete estheintranetW Webapplication n,includingthe eIISWebsitean ndthecontentd databases:
RemoveSPWebAp pplicationhttp://in ntranet.contoso.co omDeleteIISSite RemoveContentD Database Confirm:$false
Notetheuseoft theConfirm:$falseparameter.TheConfirmp parameterisco ommontoallW WindowsPowerS Shell ommandsthath havepotentially ydetrimentaleffects.Bydefau ult(Confirm:$t rue),thecmdle etwillpromptfo or co co onfirmation.SpecifyingConfir rm:$falsesuppr ressessuchprom mpts.
Yo oucanalsousetheWhatIfparametertosimulateacomman tseffects.The WhatIf ndandreportit pa arameterispart ticularlyhelpfulwhenyouare performingac commandonav variableorcolle ectionofobject ts so othatyouknow wexactlywhatisbeingdoneto owhichobjects. .
CreateaWebApplication
Th hefollowingexa ampleshowsth heuseoftheNe ewSPWebAppliicationcmdlett tocreateanew wWeb ap pplication:
NewSPWebApplic cation Name <Name> Port <Port> HostHead < der <HostHeader URL <URL> ApplicationPool r> <ApplicationPool> >ApplicationPoolA Account<Applicat tionPoolAccount> DatabaseName< <DatabaseName>
Where: W
<Name>isth henameofthenewWebapplication.
<Port>istheportonwhichtheWebapplic cationwillbecr reatedinIIS.
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<HostHeader>isthehostheader,intheformatserver.domain.com.
NotethattheGetHelpdocumentationforthecmdletstatesthattheformatfor<HostHeader>is http://server.domain.com.Thedocumentationisincorrect.
<URL>isthepublic(loadbalanced)URLfortheWebapplication.
<ApplicationPool>isthenameoftheapplicationpool.
<ApplicationPoolAccount>isthemanagedaccountthattheapplicationpoolwilluse.Thisisrequiredifyouare specifyingan<ApplicationPool>thatdoesnotalreadyexist.UsetheGetSPManagedAccountcmdletasshown inthefollowingexample.
<DatabaseName>isthenameforthefirstcontentdatabasefortheWebapplication.
Forexample,thefollowingcommandcreatestheintranetWebapplicationwithconfigurationsimilartothe intranetthatwascreatedbyusingCentralAdministrationinModule2.
NewSPWebApplicationName"ContosoIntranet"Port80HostHeader"intranet.contoso.com"URL "http://intranet.contoso.com:80"ApplicationPool"SharePointWebApplications"ApplicationPoolAccount(Get SPManagedAccount"CONTOSO\SP_Service")DatabaseName"WSS_Content_Intranet
CreateaSiteCollection
ThefollowingexampleshowstheuseoftheNewSPSitecmdlettocreateanewsitecollection.
NewSPSiteUrl"<URLforthenewsitecollection>"ContentDatabase<ContentDatabase Name>OwnerAlias"<domain\user>"Template<Template>
Where: <URL>istheURLofthesitecollectionyouwanttocreate. <ContentDatabaseName>isthenameofthecontentdatabasewithinwhichthesitecollectionshould becreated.Thisparameterisoptional. TheOwnerAliasparameters<domain\user>valuedefinestheprimarysitecollectionadministrator. TheSecondaryOwnerAliasparameterisusedtodefinethesecondarysitecollectionadministrator. <Template>specifiesthesitedefinitionforthetoplevelsiteforexample,BLANKINTERNET#1,the PublishingSite,orSTS#0,theTeamSite. Forexample,thefollowingcommandcreatesasitecollectionattherootoftheintranetWebapplicationand createsatoplevelsitewiththePublishingsitedefinition.
CreateaContentDatabase
ThefollowingexampleshowstheuseoftheNewSPContentDatabasecmdlettocreateanewcontent database:
NewSPContentDatabaseName<ContentDbName>WebApplication<WebApplicationName>
Where: <ContentDbName>isthenameofthecontentdatabasetocreate. <WebApplicationName>isthenameoftheWebapplicationtowhichthenewdatabaseisattached.For example,thefollowingcommandcreatesacontentdatabasefortheSalesdepartmentsintranetsite collection:

NewSPContentDatabaseNameWSS_Content_Intranet_SalesWebApplication http://intranet.contoso.com
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CreateaSiteCollectioninaSpecificContentDatabase
UsetheContentDatabaseparameteroftheNewSPSitecmdlettocreateanewsitecollectioninaspecificcontent database.Forexample,thefollowingcommandcreatesasitecollectionfortheSales departmentsintranetsiteinthecontentdatabasecreatedinthepreviousexample:
NewSPSiteUrl"http://intranet.contoso.com/sites/Sales"ContentDatabaseWSS_Content_Intranet_SalesName "Sales"OwnerAlias"CONTOSO\SP_Admin"Template"STS#0"
ThecommandalsocreatesatoplevelsiteinthesitecollectionbasedontheTeamSitesitedefinition.
ListAvailableSiteDefinitions
Typethefollowingcommandforalistofavailablesitedefinitions:
GetSPWebTemplate
CreateaWebSite
ThefollowingexampleshowstheuseoftheNewSPWebApplicationcmdlettocreateanewWeb application:
NewSPWeb<Identity>Name<Name>Template"STS#0"
Where: <Identity>istheURLofthenewWebsite. <Name>isthenameoftheWebsite. <Template>specifiesthesitedefinitionfortheWebsite,forexample,BLANKINTERNET#1,the PublishingSite,BLOG#0,theBlogSite,orSTS#0,theTeamSite. Forexample,thefollowingcommandcreatesasubwebforblogsbeneaththeSalesWebsite:

NewSPWeb"http://intranet.contoso.com/sites/Sales/Blogs"Name"SalesBlogs"Template "BLOG#0"
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Objects,Mem O mbers,Proper rties,andMet thods
As syoulearnedin nthepreviousle esson,WindowsPowerShellre eturnsobjects representation nsofthecompo onent its self.Youcansto oreobjectsretu urnedbyacmdl letinvariablesf forlateruseor pipethemtoa asubsequentcm mdlet as sinputforthec cmdlet.
Objectshaveme embers:propert tiesandmethods.Methodsar reactionsthin ngsyoucando withortothe object. ropertiesareattributes.Aspec cialkindofprop pertyisacollect tion,whichcan containzero,o one,ormoreite ems. Pr
DiscoverMem D mbers(Metho odsandPrope erties)

Th heGetMembercmdletexpose esthemembers sofanobject.G GetMembertakesanobjectasinput.The fo ollowingcomma andslisttheme ethodsandprop perties,respectiively,ofanobje ect:
object|GetMemberMemberType eMethods object|GetMemberMemberType eProperties
Fo orexample,the efollowingcommandliststhep propertiesofth heSalessitecoll lection:

GetSPSite"http://intranet.contoso.com/sites/sales"|GetMemberM MemberTypePrope erties
ViewingObj jectStructure(G GetMember) at http://go.mic crosoft.com/fwlink/?LinkID=19 92738&clcid=0x x409.
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Se elect,Sort,an ndFormat Output

WriteOutput W
Ifyoutypethefo ollowingcomma and:
GetSPWeb"http://intranet.contoso o.com/sites/sales" "
th heURLoftheW Websiteisreturn ned.Asyoukno ow,WindowsPo owerShellwork kswithobjects,butwhenacom mmand co ompletesatth heendofthepi ipelineanimp plicitWriteOut tputcmdletdisp playsthedefaultpropertiesof the ob bject(s)atthee endofthepipeline.Intheexam mpleshown,the edefaultprope ertyisaURL,andthedefaultdisplay fo ormatisatable. .
Se electObject(Alias:Select)
Yo oucanchangew whatisdisplaye edattheendof fthepipeline.F orexample,yo ucanusetheSelectObjectcm mdlet, th healiasofwhich hisSelect,todisplayspecificproperties. Di isplayAllPrope ertiesofPipeline eObjects AddSelect*totheendofth hepipeline. Fo orexample,the efollowingcommanddisplaysa allpropertiesof fthesalesWeb bsite:
GetSPWeb"http://intranet.contoso o.com/sites/sales" "|Select*
Di isplaySpecificP Properties Yo oucanlimitthe epropertiesthataredisplayed byaddingprop pertynamestot theSelectcmdl let.
Fo orexample,the efollowingcommanddisplayst theURLandtem mplateofthesa alesWebsite:

GetSPWeb"http://intranet.contoso o.com/sites/sales" "|SelectObjectU RL,WebTemplate
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AdditionalReading
SelectingPartsofObjects(SelectObject)at http://go.microsoft.com/fwlink/?LinkID=192739&clcid=0x409.aspx.
SortObject(Alias:Sort)
Ifyoutypethefollowingcommand:
GetSPWebApplication"http://intranet.contoso.com"|GetSPSitelimitall|GetSPWeblimitall|SelectObject URL,WebTemplate
theURLandtemplateofallWebsitesintheintranetWebapplicationaredisplayed.Ifyouwanttosortthe resultsbytemplate,youcanusetheSortObjectcmdlet,thealiasofwhichisSort.
Forexample,thefollowingcommanddisplaystheURLandtemplateoftheallWebsitesintheintranet Webapplication,sortedbytemplatename:
GetSPWebApplication"http://intranet.contoso.com"|GetSPSitelimitall|GetSPWeblimitall|SelectObject URL,WebTemplate|SortWebTemplate
YoucanaddtheDescendingparametertotheSortcmdlettosortindescendingorder.Thedefaultis ascendingorder,andthereisnoAscendingparameter.
AdditionalReading
SortingObjectsathttp://go.microsoft.com/fwlink/?LinkID=192740&clcid=0x409.
FormatTableandFormatList(Aliases:ftandfl)
Theformatoftheoutputofcmdletsdependssomewhatonhowmanypropertiesofhowmanyobjects arereturned.Someoftheexamplesshownearlierreturnpropertiesaslists,andothersreturnpropertiesastables.
YoucanspecifyaparticulardisplayformatusingtheFormatList(aliasfl)andFormatTable(aliasft) cmdlets.
Forexample,thefollowingcommanddisplaystheURLandtemplateoftheallWebsitesintheintranet Webapplication,sortedbytemplatenameandformattedasalist:
GetSPWebApplication"http://intranet.contoso.com"|GetSPSitelimitall|GetSPWeblimitall|SelectObject URL,WebTemplate|SortWebTemplate|FormatList

Note:UsingFormatList(orfl)attheendofthepipelineaddsanimplicitSelect*.Allpropertiesare returned.Ifyouwanttolimitpropertiesreturned,addthepropertiestotheSelectcmdlet.
AdditionalReading
UsingFormatCommandstoChangeOutputViewat http://go.microsoft.com/fwlink/?LinkID=192741&clcid=0x409.
OtherOutputFormats
WindowsPowerShellcansave,export,andconvertobjectstoawidevarietyofformats.Someofthemostuseful includethefollowing: Commaseparatedvalue(CSV)files ExtensibleMarkupLanguage(XML)files TheGridView
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ExportCSV TosaveoutputtoaCSVfile,add|ExportCSV<filename>totheendofthepipeline.
ConvertToXML Add|ConvertToXMLtotheendofthepipelinetoconvertoutputtoanXMLobject.AnXMLobjectisnot immediatelyviewablebecauseitisanobject,notthetextoutputofanXMLfile.Therefore,youmustsavethe pipeline,andtherebysavetheXMLfile.
Followthisexample:
(command|ConvertToXML).Save("filename")
Forexample,thefollowingcommandcreatesanXMLfileconsistingoftheURLandtemplateofallthe WebsitesintheintranetWebapplication,sortedbytemplatename:
(GetSPWebApplication"http://intranet.contoso.com"|GetSPSitelimitall|GetSPWeb limitall|SelectObjectURL,WebTemplate|SortWebTemplate|ConvertTo XML).Save("C:\Users\SP_Admin\Desktop\SharePointWebSiteTemplates.xml")
OutGridView WindowsPowerShell2.0includesanIntegratedScriptingEnvironment(ISE),whichprovidesadatagridview application.YoumustmakesurethattheISEfeatureisinstalled.
Thefollowingexampleoutputstothedatagridviewapplication:
GetSPWebApplication"http://intranet.contoso.com"|GetSPSitelimitall|GetSPWeblimitall|SelectObject URL,WebTemplate|SortWebTemplate|OutGridViewTitle"WebSiteTemplatesReport"
AdditionalReading
RedirectingDatawithOut*Cmdletsat http://go.microsoft.com/fwlink/?LinkID=192742&clcid=0x409.
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FiilteringObjects
WhereObject W t(Aliases:Wh here,?)

So ometimes,youneedtoworkw withasubsetof objects.Inthe previoustopic, forexample,th heGetSPWebc cmdlet re eturnedallWeb bsites.Whatify youwantedtor returnonlyWe bsitesthatwer rebasedonthe eBlogsitedefinition?
Th heWhereObjectcmdletfilters sobjectsinthe pipeline.Subse equentcmdlets inthepipelineoperateononl lythe ob bjectsthatmad deitthroughthe efilter.
Fo orexample,the efollowingretrievestheWebs sitesthatareba asedontheBlog gsitedefinition n,byusingthe WebTemplatepr W ropertyoftheW Webobject:

GetSPWebApplica ation"http://intra anet.contoso.com" "|GetSPSiteLim mitALL|GetSPWe ebLimitALL|Wh hereObject{ $_.WebTemplateeq"BLOG"}
Noticetheuseof fthe$_variable e,whichyoulea arnedinLesson n2representsth hecurrentobje ectinthepipeline. heWhereObjectcmdletopera atesoneachob bjectinthepipe eline,checkinge eachagainstthe efilterdefined bythe Th ex xpression,whichitselfissurrou undedbybraces s.Aseachobjec ctinthepipelin neisexamined,itisrepresente edby th he$_variable,a andtheobjects sWebTemplate epropertymust tbeequaltoB BLOGfortheobjecttosuccess sfully co ontinuedownthepipeline.
Alimitednumberofcmdletssup pportaFilterp parameter,whic chusesservers sidefiltering.Intheexamplesh hown reviously,allob bjectsareretriev vedbytheGet SPWebcmdlet, ,andthentheW WindowsPowe erShellclientmu ust pr fil ltertheobjects.Youcanreduc cetheburdenontheserverby yusingserversidefilteringwhe eneverpossible e.
Th heSPWebobjec ctcanbefiltere edserversidefo ortheTitleand Templateprop perties.TheSPSiteand SP PSiteAdministra ationobjectscan nbefilteredserversideforOw wner,Secondary yContact,andL LockState.Beca ause,in th hisexample,you uhavetheoptio onofusingserv versidefiltering g,itisrecomme endedyoudoso o.
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Forexample,thefollowingretrievestheWebsitesthatarebasedontheBlogsitedefinitionbyusingserver sidefilteringoftheSPWebobject:
GetSPSiteLimitAll|GetSPWebLimitAllFilter{$_.Templateeq"BLOG#0"}
Operators
Inthefilterexpressionsshownearlier,youmighthavenoticedtheeqcomparisonoperator,whichmeans equals.Thefollowingoperatorsarecommonlyusedinexpressions:
ComparisonOperators lt.Lessthan le.Lessthanorequalto gt.Greaterthan ge.Greaterthanorequalto eq.Equalto ne.Notequalto like.Like;useswildcardsforpatternmatching
LogicalOperators and or
AdditionalReading
RemovingObjectsfromthePipeline(WhereObject)at http://go.microsoft.com/fwlink/?LinkID=192743&clcid=0x409.
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Ty ypicalPipeline e

As sobjectsarepa assedthroughth hepipelineofaWindowsPowe erShellcommandorscript,the ereisa co ommonapproachandorderto oworkingwitht thoseobjects: Get.UsetheGetverbtoret trieveobjects. Filter.UsetheWherecmdle ettofilterobjec ctssothattheo onlyobjectsrem maininginthep pipelinearethos se withwhichyo ouwanttowork. Manipulate.Dosomethingt totheobjectsb byusingcmdlet sappropriateto othetypeofob bjectsinthepip peline. Select.Useth heSelectcmdle ettoselectthep propertiesofob bjectsthatyou wanttooutput t. Sort.Usethe eSortcmdlettosorttheresults s,beforeoutput. Output.Use etheFormat,Export,Outtop produceoutput tinthedesired dformat.Ifyou uwanttoconvertthe pipeline obje ect(s)to a spec cific format, you can use the Convert cmdle to do so, an then use the Save et nd methodofth hepipelinetos saveanobject to afile.Anex xampleisshow wnearlierinwhichpipeline ou utputis convertedtoanXMLobject, ,andthensavedtoanXMLfile e. Ex xaminethefollo owingexample:
GetSPWebApplica ation"http://intra anet.contoso.com" "|GetSPSiteLim mitALL|GetSPWe ebLimitALL|Wh hereObject{ $_.WebTemplateeq"BLOG"}|Sele ectURL,Title,WebT Template,LastItem mModifiedDate,C Created|SortLastItemModifiedDate e| ExportCSVdeskto op\StaleBlogs.csv
Th hiscommanddo oesthefollowin ng: GetsWebsitesintheintranetWebapplication Filtersthepip pelinesothato onlyWebsitesw withtheBlogsit tedefinitionrem main Selectsprope ertiesoftheWe ebsites Sortstheresu ultsbythedate eatwhichthela astitemintheW Websitewasm modified Exportsther resultstoaCSVfile
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Variables

As syouworktowardreadingand dwritingmorecomplexscripts s,youundoubte edlybeginwork kingwith va ariables. As syoulearnedalready,allvariablenamesarep prefixedwithth hedollarsign($ $).To as ssignavariable, ,usethissyntax x:
$variable=value
To oreturnthecur rrentvalueofavariable,simpl lytypethevaria ablenameand pressENTER.
Fo orexample,the efollowingcommandassignsth hevalueCONTO OSO\SP_Admin tothevariable e$username:

$username=CON NTOSO\SP_Admin n"
Th hefollowingcommandprompt tsyoutoenter thepasswordfo ortheaccount :

$password=Read dHost"Enterthep password:"AsSecureString
acceptplaintex WindowsPowerS W Shellcmdletsth hatrequireapassworddonota xt.Passwordsm mustbe co ontainedinase ecurestring,the econtentsofwh hichcannotbe displayed.
WindowsPowerS W Shellalsohasbu uiltinvariables s,includingthef following: $true.Boolea antrue $false.Boole eanfalse $error.Conta ainstheerrorobjectofthelast terror
UsingVariabl lestoStoreObjectsathttp:// /go.microsoft.co om/fwlink/?Lin kID=192734&c clcid=0x409.
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It teration(Loop ping)
Fo orEachObjec ct(%,ForEach h)
Oneofthestreng gthsofWindow wsPowerShellis stheeasewithw whichyoucanperformanope erationon multipleobjects. m .Oneofthemo ostimportantcm mdletsforwork kingonmultiple eobjectsistheF ForEachObject t cm mdlet,common nlyusedbyitsalias,ForEach,or ritssuperabbre eviatedalias,%. .
Th heForEachObjectcmdletitera atesthroughea achobjectinthe epipeline,perf formingoneormoreactionsth hatare co ontainedinasc criptblock.Thes scriptblockisenclosedinbrac kets.
Fo orexample,the efollowingcommandenablest theRatingsfeat tureforallsites sintheintranet tWeb ap pplication:
GetSPWebApplica ation"http://intra anet.contoso.com" "|GetSPSite|Fo orEachObject{Ena ableSPFeature"R Ratings"url $_.url}
So ometimes,itera ationisdoneimplicitlybyacmdletontherece eivingsideofth hepipeline.Earlier,youlearnedthat th heWhereObjec ctcmdletapplie esafiltertoallo objectsinthep pipeline.Youals sosawthateach hobjectinacollection of fsitecollectionobjectsretrieve edbyGetSPSit tewasprocesse dbyGetSPWe eb,resultingina alistofallWeb sitesin allsitecollections.
Fo heEnable orEachishelpfulwhereacmd dletdoesnotdo oitsowniteratio on.Intheprevi iousexample,th SP PFeaturecmdletdoesnotdoit tsowniteration n.
RepeatingaTaskforMultip pleObjects(For rEachObject)a at crosoft.com/fwlink/?LinkID=19 92744&clcid=0x x409. http://go.mic
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IterationinScriipts

Ex xaminethefollo owingscript,wh hichcreatesintranetsitesforH HRandMarketi ingintheirown nsite co ollectionsandcontentdatabas ses:
$i=("HR","Marke eting") ForEach($urlin$i) ) { atabaseNameWS SS_Content_Intran net_$urlWebApp plication NewSPContentDa http://intranet.contoso.com $urlContentDatab base NewSPSiteUrlhttp://intranet.contoso.com/sites/$ WSS_Content_Intranet_$urlOwnerAliasCONTOSO\S W SP_AdminTempla ate"STS#0" }
Th histopicexamin nesthisscriptlin nebyline.

$i=("HR","Marke eting")
Th hislinecreatesanarrayacol llectionofmultipleitems.Inth hiscase,theitem msarestringva alues.Thearray yitems ar reseparatedby ycommas.Thep parenthesesaro oundtheitems areoptional,butmakeiteasie erto re ead.
ForEach($urlin$i) )
Th hislinestartsth heiteration.For reachiteminth hearrayvariablle$ithescriptb blockthatfollow ws,enclosedinbraces, isexecuted.Thecurrentobjectinthearraydur ringeachiterat tionisassignedt tothevariable$url.Duringeach eration,$urlco ontainsthecurre entitem. ite
Th heleftbracebe eginsthescriptb block.
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NewSPContentDatabaseNameWSS_Content_Intranet_$urlWebApplication http://intranet.contoso.com
The$urlvariableisusedtocreateauniquecontentdatabasenameforeachdepartmentitisthelast componentofthecontentdatabasename.
NewSPSiteUrlhttp://intranet.contoso.com/sites/$urlContentDatabase WSS_Content_Intranet_$urlOwnerAliasCONTOSO\SP_AdminTemplate"STS#0"
The$urlvariableisusedtocreateauniqueURLforthesitecollectionandtoassignthesitecollectiontothe contentdatabasecreatedbythepreviouscommand.
Therightbraceendsthescriptblock.
Thereisablanklineattheendofthescript.IfyouareenteringthescriptdirectlyintheWindows PowerShellconsole,youmustenterablanklinetobegintheexecutionofthescript.
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Lo ocal,Global,an ndRemoteCommands

Th herearetwoca ategoriesofSharePointcmdlets:localandglob bal:
Localcmdletsaffectsometh hingonasingleSharePointserv ver.Forexample,tostartaser rviceonaserver,use erviceInstance cmdlet.Toconn c nectanewSha rePointservert toafarm,usetheConnect theStartSPSe SPConfigurati ionDatabase cm mdlet.Toperfor rmacommand onmultiplese rversinafarm forexample,t tostart aserviceonm multipleservers syouneedtoiteratethrough htheserversinthefarm. Globalcmdle etsaffectthefarmasawhole,generallybyma akingchangest totheSQLServe erdatabase. Forexample, whenyousett thepropertyof aWebapplicat tionusingSetSPWebApplicatio on,the ectsallserversh hostingthatWebapplication.Y Youdonotneed dtotoucheach hserver. propertyaffe Similarly,whe enyoucreateanewsitecollec ctionwithNew SPSite,thesite ecollectionisav vailabletoall SharePointse ervers.
RunningRem moteCommand dsathttp://go o.microsoft.com m/fwlink/?LinkID D=192745&clcid=0x409.
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WindowsPow W werShellScripts s

WindowsPowerS W Shellscriptsare etextfilessaved dwitha.ps1file enameextensio on.
ReadingandC CreatingScrip pts

As syoudiscoverW WindowsPowerShellscriptsthatothershavew written,youllf findthatmanyarenotwritten ninways th hatmakethemeasytoreadorinterpret.Somepeoplemake asportoutofc creatingonelin ners,whichcan actually be eacomplexscr riptinwhicheac chcommandlin neisseparated byasemicolon n(;). Semicolon(;) )isusedtocombineseparatec commandsinto asingleline. Combininglin nesmakesascr riptdifficulttor read.Itisabest tpracticetokee epcommandso onseparateline es. So omepeopleove erusealiases,makingitdifficult tforotherstom makesenseoft thescript.Thisisparticularlytr ruefor singleanddoublecharacteraliasessuchas%( (ForEachObjec ct),?(WhereOb bject).
Ex xecutingScrip pts
By ydefault,WindowsPowerShel llscriptsarenot tallowedtorun n.Thisisdonet topreventmalic ciousscriptsfro om da amagingyourenvironment.
Th heWindowsPowerShellExecutionPolicydetermineswhichs scriptsareallow wedtorun.Thedefault Ex xecutionPolicyisRestricted.
To oAllowAllWind dowsPowerShe ellScriptstoExecute Yo oucanremoveallrestrictionsb bysettingExecu utionPolicytoU Unrestricted. TypeSetExe ecutionPolicyu unrestricted,an ndthenpressEN NTER. Th hereare,ofcou urse,significantsecurityrisksby ydoingso.How wever,inatestenvironment,y youmaydecidethat su uchrisksareacc ceptable.
Yo oucanalsoconfigureWindowsPowerShellto oallowtheexec cutionofscripts swithspecificcharacteristics, in ncludingscriptssignedwithatr rusteddigitalsig gnature.Inapr roductionenvironment,yoush houldsign
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scripts.Codesigningisbeyondthe scopeof thiscourse,but you can learn more in the resourceslistedin the AdditionalReadingsection.
SchedulingWindowsPowerShellScripts
You can use Task Scheduler to schedule a Windows PowerShell script. This topic is revisited in Module 13, ImplementingBusiness Continuity,toscheduleSharePointbackupoperations.Ofcourse,thescriptsrunonlyif theexecutionpolicyallows.
AdditionalReading
RunningWindowsPowerShellScriptsat http://go.microsoft.com/fwlink/?LinkID=192746&clcid=0x409. StopMaliciousCodeinWindowsPowerShellwithExecutionPoliciesat http://go.microsoft.com/fwlink/?LinkID=192747&clcid=0x409. UsingWindowsPowerShelltoSignScriptswithDigitalCertificatesat http://go.microsoft.com/fwlink/?LinkID=192748&clcid=0x409.
A AdministeringandAutomatin SharePoint ng
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LabA:Auto omatingSharePoint S twithWind dows PowerShell
Yo ouareresponsibleforensuring gthattheShare ePointfarmcan nbebuiltconsis stentlyinbothlabandproduct tion en nvironments,an ndthatthefarm mcanberebuilt tintheevento ofacatastrophic cfailure.Additionally,youare required to oproduceweek klyreportsshow wingthewebsandstorageutili zationofeachs onfarm. sitecollectionintheproductio To omeetthesego oals,youmustb buildWindowsPowerShellscri ptsthatcanaut tomateSharePo ointmanageme enttasks.
1. Start10174A . ACONTOSODC CC.
2. AfterCONTO . OSODChascom mpletedstartup p,start10174A SP2010WFE1 C.
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Exercise1:AddingSharePointFunctionalitytoWindowsPowerShell
Scenario
ToautomateSharePointmanagement,youmustuseWindowsPowerShell.ButWindowsPowerShelldoesnot loadSharePoint.dllfilesorsnapinsbydefault.Inthisexercise,youlearnseveralwaystoaddSharePoint managementfunctionalitytoWindowsPowerShell.
1. LoadSharePoint.dllfilesusing.NETreflection. 2. AddtheSharePointsnapinusingtheAddPSSnapincmdlet. 3. OpentheSharePoint2010ManagementShell.
Task1:LoadSharePoint.dllfilesusing.NETreflection
LogontoSP2010WFE1asCONTOSO\SP_AdminwiththepasswordPa$$w0rd. IntheWindowsQuickLaunch,clickWindowsPowerShell. Toidentifytheassembliesthatarecurrentlyloaded,typethefollowingcommandandthenpress ENTER:
[AppDomain]::CurrentDomain.GetAssemblies()|ForEachObject{SplitPath$_.LocationLeaf}|Sort
Microsoft.SharePoint.dllisnotinthelist.TousetheSharePointobjectmodel,youmustloadthe SharePoint.dllfiles. TypethefollowingcommandandthenpressENTER:

[System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoint")
TheoutputdisplaysGAC,version,andlocationinformationfortheassembly. Repeatstep3todisplaytheloadedassemblies.
Tip:YoucanpresstheUPkeytoscrollthroughpreviouslyexecutedcommands.

ThelistingincludestheMicrosoft.SharePoint.dll.
Task2:AddtheSharePointsnapinusingtheAddPSSnapincmdlet
TypethefollowingcommandandthenpressENTER:
GetPSSnapin
Theoutputliststhesnapinsthathavebeenaddedtothecurrentsession.TheSharePointsnapinisnot listed. TypethefollowingcommandandthenpressENTER:

GetPSSnapinRegistered
Theoutputliststhesnapinsthatareregisteredonthesystem,exceptforthosethatareinstalledwith WindowsPowerShell. TypethefollowingcommandandthenpressENTER:

AddPSSnapinMicrosoft.SharePoint.PowerShell
GetPSSnapin
Theoutputliststhesnapinsthathavebeenaddedtothecurrentsession.TheSharePointsnapinisnow added.
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Toidentifytheassembliesthatarecurrentlyloaded,typethefollowingcommandandthenpress ENTER:
ThelistingincludesnumerousSharePointassemblies. Ratherthanloadingeachassemblyonebyone,usetheAddPSSnapincmdlettoloadthemallatonce. CloseWindowsPowerShell.
Task3:Open SharePoint2010ManagementShell
ClickStart,clickAllPrograms,clickMicrosoftSharePoint2010Products,andthenclickSharePoint 2010ManagementShell. TypethefollowingcommandandpressENTER:
GetPSSnapin
Theoutputliststhesnapinsthathavebeenaddedtothecurrentsession.TheSharePointsnapinisalready addedtothesession. Toidentifytheassembliesthatarecurrentlyloaded,typethefollowingcommandandpressENTER:

ThelistingdemonstratesthatSharePoint2010ManagementShellpreloadstheSharePoint.dllfiles.

Results:Afterthisexercise,youwillhavelearnedhowtorunWindowsPowerShellwiththeabilityto administerSharePoint.
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YouhavebeenaskedtoreportthestorageutilizationofSharePointsitecollections.Inthisexercise,you discoverthat,withoutadelegation,youcannotuseWindowsPowerShelltomanageSharePoint.You performtheappropriatedelegation,andthen,inthenextexercise,youcontinuewiththetaskofproducing reportsofSharePointstorageutilization.
Exercise2:DelegatingtheAbilitytoUseWindowsPowerShelltoManage SharePoint
1. AttempttouseWindowsPowerShelltoenumeratewebs.
2. ConfigureleastprivilegerightstomanageSharePointwithWindowsPowerShell.
Task1:AttempttouseWindowsPowerShelltoenumeratewebs
InSharePoint2010ManagementShell,typethefollowingcommandandthenpressENTER:
$spsite=GetSPSite"http://intranet.contoso.com"
Toenumerateallofthewebsinthesitecollection,typethefollowingcommandandpressENTER:
$spsite|GetSPWeb
Anerrorappearsindicatingthatloginfailed.TheSP_Adminuseraccountdoesnothavethe permissionsrequiredtoaccesstheinformationabouttheintranetsitecollectionwithWindows PowerShell.
Task2:ConfigureleastprivilegerightstomanageSharePointwithWindowsPowerShell
StartSharePoint2010ManagementShellusingtheRunasdifferentuseroption.Entertheusername, CONTOSO\Administrator, andthepassword,Pa$$w0rd. TypethefollowingcommandseachfollowedbyENTER:
$spcdb=GetSPContentDatabaseWSS_Content_Intranet
AddSPShellAdminUserNameCONTOSO\SP_AdminDatabase$spcdb
CloseAdministratorSharePoint2010ManagementShell.
Results:Afterthisexercise,youwillhavedelegatedSP_AdmintheabilitytomanageSharePointwith WindowsPowerShell.
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Exercise3:ReportingWeb andSiteCollectionProperties
YouhavebeenaskedtoproduceaweeklyreportofthewebsandstorageutilizationofSharePointsite collections.Inthisexercise,youuseWindowsPowerShelltolistallthewebsinasitecollectionandto producereportsofsitecollectionproperties.
1. 2. 3. 4.
UseWindowsPowerShelltoreportwebproperties. Attempttousethegridviewtoreportsitecollectionproperties. InstalltheWindowsPowerShellIntegratedScriptingEnvironment. Usethegridviewtoreportsitecollectionproperties.
Task1:Use WindowsPowerShelltoreportWebproperties
SwitchtoSharePoint2010ManagementShell. Listallofthesitesinthesitecollection,http://intranet.contoso.com.IncludetheLastItemModifiedDate,URL, andCreatedproperties,andsorttheresultsbyCreated.
Tip:YouneedtousetheGetSPSite,GetSPWeb,andSelectcmdlets.
Task2:AttempttousetheGridViewtoreportsitecollectionproperties
Toenumerateallofthesitecollectionsinthefarm,exceptCentralAdministration,typethefollowing commandandthenpressENTER:
GetSPSite
GetSPSite|SelectURL,@{Name="Storage";Expression={"{0:N2}MB"f($_.Usage.Storage/1000000)}}, @{Name="Quota";Expression={"{0:N2}MB"f($_.Quota.StorageMaximumLevel/1000000)}}
Thelistingdisplaysvariouspropertiesofeachsitecollection. TypethefollowingcommandandthenpressENTER:
GetSPSite|SelectURL,@{Name="Storage";Expression={"{0:N2}MB"f($_.Usage.Storage/1000000)}}, @{Name="Quota";Expression={"{0:N2}MB"f($_.Quota.StorageMaximumLevel/1000000)}}|OutGridViewTitle"Sites withUsage"
AnerrorindicatesthattheWindowsPowerShellIntegratedScriptingEnvironmentfeatureisnot installed.
Task3:InstalltheWindowsPowerShellIntegratedScriptingEnvironment
TypethefollowingtwocommandseachfollowedbyENTER:
ImportModuleServerManager
AddWindowsFeaturePowerShellISE
Anerrorindicatesthatyoumustrunthecommandwithelevatedpermissions. StartWindowsPowerShellusingtheRunasadministratoroption. TypethefollowingtwocommandseachfollowedbyENTER:
ImportModuleServerManager AddWindowsFeaturePowerShellISE
CloseAdministrator:WindowsPowerShell.
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SharePointBootCamp
Task4:Use theGridViewtoreportsitecollectionproperties
InSharePoint2010ManagementShell,presstheUParrowseveraltimesuntilyouseethecommandyou typedinTask2,andthenpressENTERtorerunthecommand.
AnerrorindicatesthattheWindowsPowerShellIntegratedScriptingEnvironmentfeatureisnotinstalled. ThisoccursbecauseyoumustcloseandreopenSharePoint2010ManagementShelltoloadthecomponent. CloseSharePoint2010ManagementShell. OpenSharePoint2010ManagementShell. TypethefollowingcommandandthenpressENTER,whichisthesameasthecommandyouexecutedinthe beginningofthistask:

AGridViewwindowappearsdisplayingtheoutputofthecommand. ClosetheSitesWithUsagewindow.
Results:Afterthisexercise,youwillhaveusedWindowsPowerShelltoproducereportsofyour SharePointenvironment.
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Exercise4:CreatingSiteCollectionsUsingWindowsPowerShell
YouhavebeenaskedtocreatesitesontheintranetforSales,Marketing,andHR.Tocreatethesite collectionsandwebsconsistentlyinboththelabandproductionenvironments,youmustcreateWindows PowerShellscriptstocreatethenewsites.
1. CreateasinglesitecollectionusingWindowsPowerShell.
2. CreatemultiplesitecollectionsusingWindowsPowerShell.
Task1:CreateasinglesitecollectionusingWindowsPowerShell
InSharePoint2010ManagementShell,typethefollowingcommands:
NewSPContentDatabaseNameWSS_Content_Intranet_SalesWebApplication http://intranet.contoso.com $spsite=NewSPSiteUrl"http://intranet.contoso.com/sites/Sales"ContentDatabase WSS_Content_Intranet_SalesOwnerAliasCONTOSO\SP_AdminTemplate"STS#0"
AsitecollectionandtoplevelwebfortheSalesdepartmentiscreatedusingtheTeamSitesite definition. OpentheSalessitewithWindowsInternetExplorer.
Task2:CreatemultiplesitecollectionsusingWindowsPowerShell
InSharePoint2010ManagementShell,createascriptwithaloopthatcreatestwonewsitescalledHR andMarketing.
Tip:Refertothecommandsfromtheprevioustaskandthefollowingexampleofaloop.
$i=("A","B") foreach($sin$i) { WriteHost$s }
Toenumerateallofthesitecollectionsinthefarm,exceptCentralAdministration,typethefollowing commandandthenpressENTER:
GetSPSite
Theoutputliststhenewsitecollections.

Results:Afterthisexercise,youwillhaveusedWindowsPowerShellcmdletsandscriptstocreatenewcontent databases,sitecollections,andsites.
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SharePointBootCamp
Exercise5:CreatingandUpdatingItems
Youwanttomodifythedefaultannouncementthatiscreatedonanewteamsitewhenyouprovisiona newsitewithyourWindowsPowerShellscripts. Themaintaskforthisexerciseisasfollows: 1. ModifyalistitemusingWindowsPowerShell.
Task1:ModifyalistitemusingWindowsPowerShell
OpenyournewlycreatedSalessite. OpentheAnnouncementslist,andthenobservethetitleoftheonlyiteminthelist. InSharePoint2010ManagementShell,typethefollowingcommands:
$splist=$spsite.rootweb.lists["Announcements"] $splistitem=$splist.items[0] $splistitem["Title"]="OurSharePoint2010Salessiteisnowlive!" $splistitem.update() $gc=StartSPAssignment $spsite=$gc|GetSPSite"http://intranet.contoso.com/sites/Sales"
$gc|StopSPAssignment
Thelistitemwillbeupdated.Noticethatyoudidnotuseacmdlettoupdatealistitem.Therearethings thatwillrequiredirectaccesstotheobjectmodeland,assuch,youneedtobecarefultodisposeof objectsyoucreate.
SwitchtoInternetExplorerandthenrefreshtheAnnouncementslist,andthenobservethatthetitleofthe listitemhasbeenupdated. CloseallInternetExplorerandWindowsPowerShellwindows.
Results:Afterthisexercise,youwillhaveupdatedalistitemusingaWindowsPowerShellscript.
Donotshutdownthevirtualmachines
Leavethevirtualmachinesrunning.YouwillusethemforLabB.
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LabB:Adm ministering gSharePointwithSts sadm

Co ontosos policie encourage and in some cases mandate the automati es a c ion of common tasks. As such, your MicrosoftOffice SharePointServer2007 environmenthad s M severalStsadmscriptsthat we usedto cre ere eate site co ollectionsandw webs.
Ex xercise1:Exec cutingStsadm mCommands

Yo ouhavejustfinishedsettingup pthenewShare ePointServer20 010farmandyouhavebeentaskedwith te estingsomeoft thescriptstode eterminewheth herchangeshav vebeenmadeto oStsadmthatm mightbreakthe e sc cripts.
Th hemaintasksfo orthisexerciseareasfollows:
1. . 2. . 3. . 4. . 5. .
DisplayStsad dmHelpdocum mentation. Enumerates sitecollectionsi inaWebapplic cationusingStsa adm. CreateanOp perationssiteco ollectionusingS Stsadm. CreateanOp perationsMaint tenancesiteusingStsadm. Configureth hesitecollection nadministrator rusingStsadm.
Task1:DisplayStsad dmHelpdocum mentation

StartSharePo oint2010Mana agementShellu usingtheRunas sadministrator roption. Typethefollo owingcomman ndandthenpressENTER:
stsadm
Examinetheoutputofthec command,whic chincludesalist tofthenumero ousoperationss supportedby mplesdisplayed dattheendoft theHelpdocum mentation. Stsadm.Alsonoticetheexam TodisplayHe elpdocumentat tionfortheenu umsitesoperatio on,typethefollowingcomman ndandthenpre ess ENTER:
stsadmhelpen numsites
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SharePointBootCamp
Task2:Enumerate sitecollectionsinaWeb applicationusingStsadm

UsetheenumsitesoperationofStsadmtolistthesitecollectionsintheWebapplication, http://intranet.contoso.com. Observetheamountoftimethattheoperationtakestocomplete. ReviewtheXMLresponsethatyougetfromthecommand,andnotethatthiscanbeusedina WindowsPowerShellscripttoiteratethroughallyoursitecollections. Typethefollowingcommand,andobservetheamountoftimeittakesforthecommandtoexecute:
GetSPSite"http://intranet.contoso.com"|GetSPWeb
Repeatsteps1and2,andobservetheamountoftimeittakesforeachcommandtoexecute.
Task3:CreateanOperationssitecollectionusingStsadm
UsethecreatesiteoperationofStsadmtocreateasitecollectionandtoplevelwebfortheOperations department,withtheURLhttp://intranet.contoso.com/sites/Operations.AssignCONTOSO\SP_Adminasthe siteadministratorwiththeemailaddresssharepoint@contoso.com. InInternetExplorer,browsetohttp://intranet.contoso.com/sites/Operations.SelecttheTeamSite templateandacceptthedefaultgroupconfiguration.
Task4:CreateanOperations MaintenancesiteusingStsadm
UsethecreateweboperationofStsadmtocreateawebfortheMaintenancedepartmentwiththeURL http://intranet.contoso.com/sites/Operations/Maintenance. InInternetExplorer,browsetothenewsiteandselecttheTeamSitetemplate.
Task5:ConfigurethesitecollectionadministratorusingStsadm
AttempttosignintotheMaintenancesiteasCONTOSO\Administrator withthepassword Pa$$w0rd. Accessisdenied. UsethesiteowneroperationofStsadmtoassignCONTOSO\Administrator asthesiteadministratorofthe Operationssitecollection. ConfirmthatyoucanopentheMaintenancewebasCONTOSO\Administrator.
Results:Afterthisexercise,youwillhaveexecutedseveralStsadmcommandstocreateanew Operationssitecollectionandwebwithaspecificsitecollectionadministrator.
Whenyoufinishthelab,revertthevirtualmachinesbacktotheirinitialstate.Todothis,completethe followingsteps: Onthehostcomputer,startMicrosoftHyperVManager. RightclickthevirtualmachinenameintheVirtualMachineslist,andthenclickRevert. IntheRevertVirtualMachinedialogbox,clickRevert.
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ReviewQuesti ions
Question:Whataretheadvanta Q agesofusingW WindowsPowerS Shelltomanage eSharePoint?
Question:Inwha Q atscenarioswoulditbeprefer rabletouseStsa adminsteadofW erShellcmdletsto WindowsPowe manageSharePo m oint?
Question:Bydef Q fault,whocanu useWindowsPo owerShelltoma anageSharePoi int?
Question:Bydef Q fault,willWindo owsPowerShellscriptsbeallow wedtorunona asystem?
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SharePointBootCamp
Module8
ConfiguringContentManagement
Contents:
Lesson1:OptimizingContentStorageandAccess LabA:ConfiguringListThrottlingandRemoteBLOBStorage Lesson2:ManagingSiteContentTypesandSiteColumns Lesson3:ConfiguringtheManagedMetadataService LabB:ConfiguringManagedMetadata
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Modu uleOverv view

As syoulearnedin nModule1,Int troducingShare ePoint2010,o oneofthesixca apabilitiesofMicrosoftSharePoint 20 010iscontent.A AfteryouhavebuiltyourSharePointfarmand dthelogicalco mponentsofSh harePointWeb ap pplications,site ecollections,site es,lists,andlibr rariesyourus erswillbeginto opopulateShar rePointwithcontent.
Al lthoughmanyc contentmanage ementfeaturesofSharePoint2 2010areconsid deredenduserfeatures,andare th hereforeoutofscopeforthiscourse,severalf featureswarran ntcoveragebec causetheyrequ uireconfiguratio onby fa arm,serviceapp plication,andsitecollectionad dministrators:lis stthrottling,re motebinarylar rgeobject(BLO OB) st torage(RBS),sitecontenttypes sandcolumns,andmanagedm metadataservic ceapplications.
ConfiguringConte entManagement
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Lesson1
Optimizing Content O g tStorage andAcces ss

In nthislesson,you uexplorethead dministrativeta asksrelatedtol istsandlibrarie es,thetwomos stimportant co ontainersforco ontentinsites.Y Youthenlearna abouttwoimpo ortantnewfeat turesofSharePo ointServer 20 010withwhichyoucanbetter rmanageandgo overnboththe performancea andstorageofS SharePoint co ontent:listthro ottlingandRBS.
Describethe econtentstruct tureinasitecol llection.
Configurean ndoptimizethe eperformanceo oflargelists.
Configurean ndmanagestor rageofdocume entlibraries.
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Lis stsandLibraries

In Module 2, C n Creating a SharePoint 2010 Intranet, you examined a diagram of the logical hierarc of chy Sh harePoint.Apie eceofthatdiag gram,shownintheslide,illustr rchicalstructure eofcontentre elated ratesthehierar ob bjectsinaShare ePointfarm:
In a sitecollectio n on,content is collectedinto listsand docum l ment libraries,a alsocalled, sim mply,libraries.L Lists are co ollectionsofitems,whichcano optionallybegr roupedinfolde ers.Librariesare easpecializedf formoflistdesi ignedto ho oldfiles,calleddocuments,wh hichcanalsobe groupedinfold ders.
CreateaListo orLibrary
Th hestepstocrea atealistorlibra aryarestraightf forwardandwe elldocumented.Butitisimpor rtantthatyoucreatea do ocumentlibrary yorlistthatise easytofind,withauserfriend lyURL,andnav vigationhookssothatuserscan nquickly br rowsetolocate ethelistorlibra ary.
1. Determinea . aneasy,userfr riendlyURL.
Usersreada andsometimest typetheURLto oalistorlibrary y,soitshouldbeeasytoread,remember,and d type.Usethefollowingbes stpracticeswhe endetermining theURLforalistorlibrary:
Useaco onsistentstyleofcapitalizatio on,suchasMixe ughInternetInformationServic ces(IIS) edCase.Althou Websit teaddressesare enotcasesensitive,thoughtfu luseofcapitali izationcancrea ateaconsistent environ nmentandcanf facilitatereadability.Someorg ganizationsuse astandardofa alllowercaseURLs; howeve er,mixedcaseU URLs,suchasHu umanResources s,aremorepop pularbecausetheyproviderea adability formultiwordURLs.
KeepURLsshort.Asho orterURLiseas siertorememb berandtype.A Additionally,rem memberthatUR RLsare limitedinlength,to26 60characters,soshortURLsre ducetheriskof foverrunningthatlimitforcon ntent nestedinthislistorlib brary.
Avoidspaces.SpacesinURLsareesca apedbybrowse rsandbecome %20,forexamp ple, http://i intranet.contoso o.com/Shared% %20Documents. Theescapedsp paceisdifficulttoreadand interpre etandcanbep problematicincertainaccesssc cenarios.Avoid spacesinyourURLs.
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2. Whencreatingthelistorlibrary,configuretheNamefieldtobetheURL.
Whenyoucreatealistorlibraryintheuserinterface,youarepromptedtoenteravaluefortheName. Unfortunately,thevalueyouenterintheNameboxisusedtocreatetheTileandtheURLofthelistor library.Ifyouusebadpracticesforexample,ifyouincludeaspaceintheNamethespacebecomespart oftheURL.
TheURLissomewhatchallengingtochangeafterithasbeencreatedyoumustuseWindows PowerShellorSharePointDesignertochangeit.Thenamecaneasilybechanged. Therefore,followthesestepswhencreatingalistorlibrary:
1. ConfiguretheNamesothattheresultisaURLthatfollowstherulesdiscussedpreviously. 2. DonotaddthelistorlibrarytotheQuickLaunchwhencreatingthelistorlibrary.
3. Aftercreatingthelistorlibrary,changetheTitle.
Immediatelyaftercreatingthelistorlibrary,navigatetotheListSettingsorLibrarySettingspageandclick Title,DescriptionAndNavigation.EnteravaluefortheName.Inthisinterface,thenameisusedonlyforthe listorlibraryTitleproperty,notfortheURL.Therefore,youcanuseanynameincludingalongnamewith spacesandtherebyconfigurenavigationcontrolssuchastheQuickLaunchandnavigationbreadcrumbto displayamoredescriptive,viewerfriendlyname.
4. Configurelistandlibrarysettings.
Whenyoucreatealistorlibrary,youshouldconsiderthefollowing:
Enforcecheckout.Fordocumentlibraries,itishighlyrecommendedtoenforcecheckoutifusershave theabilitytomodifydocumentsinthelibrary.ClicktheVersioninglinkontheLibrarySettingspage.
Consider versioning and approval. Consider implementing versioning and approval based on the businessrequirementsforthelistorlibrary.ClicktheVersioninglinkontheLibrarySettingspage.
Addcolumns.Tomodifythemetadataofalistorlibrary,addlistcolumns.First,checktosee whetheranexistingsitecolumnmeetsyourneedsand,ifso,addthesitecolumntothelist. Otherwise,createanewcolumn.
ManageNavigationtoListsandLibraries
UserscantypetheURLtoalistorlibrarytonavigatetoit,butastheadministratorofaSharePointenvironment, youshouldensurethatthereareeasieroptionsforuserstonavigatetocommonlyusedlists,libraries,andsites.
DeployFavoritesUsingGroupPolicyPreferences
Userscannavigatetoasite,list,orlibrarybyusingWindowsInternetExplorer.Ofcourse,ausercanaddthe location as a Favorite manually. But you can also deploy, or push, Favorites into users Internet Explorer Favorites.
UseGroupPolicyPreferencestodeployFavorites.GroupPolicyPreferencesisacomponentofGroupPolicy, andthereforeofActiveDirectoryDomainServices(ADDS).Thedetailsofhowtoconfigurepreferencesare beyondthescopeofthiscourse,butyoucanfindinformationintheresourceslistedunderAdditional Reading.
ThefollowinggraphicshowsaGroupPolicyshortcutpropertiessettingthatisconfiguredtocreatealinktothe SpecialProjectsdocumentlibraryontheconsultingsite:
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Th heconfigurationelementsofthepropertiesarethefollowin g:
Action:TheUpdateactionc notexistandup createsaFavor riteifonedoesn pdatestheFavo oriteifithas changed. Name:TheN Nameistheuse erfriendlyname eoftheFavorit te,asitwillappearintheuser sFavoritesfold der. Usingthefoldername\Favo oritesNameform matcreatesafo olderintheFav voritesfolder.In nthepreceding g figure,afold dernamedShar rePointSitesisc createdorupda atedwithaFavo oritecalledCon nsultingSpecial Projects.
TargetType: :ThisisURL.
Location:ExplorerFavorites s.
TargetURL:T TheURLforthe eSharePointcontent.
DeployingS ShortcutsandF FavoritestoSharePointSitesa at http://go.microsoft.com/fw wlink/?LinkID=1 197205&clcid=0 0x409.
De eployNetworkLocationsforQ QuickAccessto SharePointSite esUsingWindo owsExplorer UsersdontalwaysaccessSharePointlibrariesb byusingInterne etExplorer.The eyalsonavigate etolibrarieswh hen peningandsavi ingdocumentsf fromMicrosoft tOfficeclientap pplicationsand otherSharePoi intaware op ap pplications.
Yo oushouldmake eiteasierforus serstonavigate tocommonlyu usedlibrarieswhentheyareus singWindows Ex xplorerinterfac ces,includingOp penandSavedialogs.
Th heWindowsVis staoperatings systemandlate erclientsprovid esuchfunction nalityusingnetw worklocations.A ne etworklocation nisanodeintheWindowsExp plorerinterface thatbehaveslikeamappeddr rivebutthatha asaname ra atherthanadriv veletter.
To ocreateanetw worklocation,co ompletethefollowingsteps:
1. OpentheCo . omputerfolder. .
2. Rightclickin . nablankareao ofthewindow,a andthenclickA AddaNetwork Location.
3. Completeth . hewizardbypro ovidingapathtothelibraryan ndauserfriend dlynameforthe enetwork location.
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Afteryoucreateanetworklocation,youcannavigatetothelibraryfromtheComputerfolder.Thenetwork locationappearsintheNetworkLocationsfolder.IntheOpenandSavedialogs,clickComputerintheFavorite Linksbar.
Itiseasytodeploynetworklocationstousersaslongasyouknowthatanetworklocationisacollectionof objectsinafolderinthefollowingpath:%appdata% \Microsoft\Windows\NetworkShortcuts,forexample,c:\users\username \AppData\Roaming\Microsoft\Windows\Network Shortcuts.
Youcancopynetworklocationsthatyouhavecreatedtoasharedfolderonthenetwork,andthencopythe networklocationstotheNetworkShortcutsfoldersofotherusersprofiles.YoucanuseRobocopy.exeinalogon script,forexample,toupdateusersNetworkShortcutsfolders.
TheWindowsXPoperatingsystemprovidesidenticalfunctionalityusingnetworkplaces.Networkplacesare createdintheNetworkPlacesfolder,insteadoftheComputerfolder.Theyarestoredin %userprofile%\NetHood.YoucancopynetworkplacescreatedononeWindowsXPsystemintothe NetHoodfolderofotherWindowsXPuserprofiles.Unfortunately,youcannotcopyWindowsXPnetworkplaces toaclientrunningWindowsVistaorlateroperatingsystem,andyoucannotcopynetworkplacestoaWindows XPclient.
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SharePointBootCamp
WhatIsNewin W nListsandLibr raries?

Sh harePoint2010listsexposeimp portantfunctio onalitythatwas notavailablein npreviousversi ionsof Sh harePoint:
Largelists.S SharePoint2010 0listsaresuppo ortedforupto5 50millionitems s.Thisispossiblebecauseof performanceenhancement tsandnewfeat turessuchasmu ulticolumnlists s.
Multicolumn nindexes.Youcancreateanin ndexthatconta ainsmorethan onecolumn.
Listrelation nships.SharePoint2010listssu upportrelations hips.Relatedlis stscanenforcereferentialinte egrity bothcascad dedeleteandpr reventdelete.Fo orexample,ify youhavealisto ofcustomerstha atisrelatedtoa alistof orders,youcanconfigureS SharePointsoth hatyoucannotd deleteacustom merforwhomo ordersexists(pr revent delete)orso othatwhenyou udeleteacusto omer,relatedor rdersaredelete ed(cascadedelete). Relatedlists salsosupportpr rojectedfields.T Thesearefields sfromthepare ntlistthatcanbeshownonth hechild list.Forexam mple,anorderi itemthatisrela atedtoacustom meritemcandi isplaythecusto omersname,ad ddress, emailaddress,andtelepho onenumber.
Datavalidat tion.Youcanpe erformsimpled datavalidationiinanoutofbox xSharePointlist t.Alistcolumn can havedatava alidation,which hensuresthata acolumnsvalue emeetsspecifie edrules.Alistc canalsohaveun nique columns,wh hichensurestha atnotwoitems shavethesame evalueintheco olumns.Forexa ample,youcansetthe emailaddresscolumnofac contactslisttobeuniquesoth hatnotwocont tactsarecreate edwithidenticalemail addresses.
Documents sets.ADocumen ntsetisacollec ctionofdocume entswithitsow wnmetadataan ndversions. WithDocum mentsets,youcanmanageane entirecollection nofdocuments s,worksheets,p presentations,o or othertypesofdocumentco ontentasanentireendtoend dworkproduct. . hdocumentina aDocumentset t,andadditiona almetadataisa appliedtothe Metadataisappliedtoeach FordocumentsinsideofaDocu umentset,adm ministratorscanselectcolumnsthat Documentsetasawhole.F markedasreadonly.Theprope ertycanbeedit tedonlyonthe Documentset.Anychangesto othe theywantm columnthat taremarkedasreadonlyarea appliedtoallof fthedocument tsinside.
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ADocumentsetincludesaWelcomepagethatactsasacustomizablehomepagefortheDocumentset, displayingthepropertiesoftheDocumentset.
Documentsetssupporttemplatesandversioning.YoucancreatetemplatesinMicrosoftVisualStudio 2010.VersioningmakesitpossibletocapturethestateoftheDocumentsetatdifferentpointsinitslife cycle,viewitshistory,andrestorepreviousversionsoftheDocumentset.
Contentorganizer.Thecontentorganizerusesanadvancedroutingengineandadministratordefined routingrulestoroutedocumentsfromadroplibrarytoaspecificlocation,basedondocumentmetadata, andcanapplymetadataautomaticallytoadocumentbasedonitslocation.
Digitalassetmanagement.SharePointlistsnowprovidecapabilitiesformanagingaudio,video,andimage contenttypes.
DocumentIDs.TheDocumentIDserviceisanewfeatureatthesitecollectionlevelthataddsaunique identifier(ID)toalldocumentsthroughoutthesitecollection.Thisfeatureenablesretrievalofdocumentsby documentIDregardlessoftheircurrentorfuturelocation.
Locationbasedmetadatadefaults.Libraryadministratorscanspecifydifferentdefaultcolumnvalues foreachfolderinadocumentlibrary.
Metadatanavigationandfiltering.Metadatanavigationcreatesafolderhierarchybasedonmetadata.Each folderiseffectivelyafilter.Thisprovidesadynamicandeffectivewayforuserstodiscoverdocuments. Filteringproducesamultiselectlistoffiltersbasedonmetadatavaluesthatallowuserstofilteraviewfurther.
AdditionalReading
What'sNew:ListEnhancementsathttp://go.microsoft.com/fwlink/?LinkID=197206&clcid=0x409.
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SharePointBootCamp
La argeLists

Sh harePoint2010canhandleten nsofmillionsof itemsinalisto orlibrary.Howe ever,operations sinvolvinglarge e nu umbersofitemscanreducepe erformance,lim mitaccesstodat ta,andcausetim meouts.
Ex xamplesofsuch hoperationsinc cludethefollow wing:
Querywithn noitemlimit
Querywitha afilterorsorto onacolumnthatisnotindexed d
Deletinglarg gelistsorsitesw withlargelists
Addingacol lumntoalargelist
Sh harePoint2010introduceslarg gelistthrottling g,whichprotect tsaSharePoint farmandusers saccessingthef farm fromtheeffectsoflargeoperationsbyotherusers.
Co onfiguringLis stThrottling
To oconfigurelistt throttling,completethefollow wingsteps:
1. InCentralAd . dministration,in ntheApplicatio onManagemen ntsection,click kManageweba applications.
TheWebAp pplicationsManagementpageopens.
2. ClicktheWe . ebapplicationfo orwhichyouwanttoconfigur relistthrottling. 3. Ontheribbo . on,clicktheGen neralSettingsd dropdownarro ow,andthencli ickResourceTh hrottling.
TheResourc ceThrottlingpageopens.
Itisimportantto ounderstandthefollowingpointsaboutlistth hrottling:
Listthrottlingisenabledandconfiguredpe erWebapplicat tioninCentralA Administration. .
Iflistthrottlingisenableda attheWebapplicationlevel,yo oucanenableo ordisablethrottlingperlistthr rough theobjectm model.Listsandlibrarieshavea anEnableThrott tlingproperty.
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Listthrottlingisc configuredsepa aratelyforwhat tisdoneinthe userinterfacev versuswhatisd doneusingtheo object model.
Listthrottlingisapplieddiff ferentlydepend dingonwhethe ertheuserisaty ypicaluserorasuperuser.
Li istThrottlingSettings
Th hefollowinggra aphicshowsthe elistthrottlings settingsonthe ResourceThrot ttlingpage.

Th hemostcommo onlyconfigured dsettingsareas follows:
ListViewTh hreshold.Thisvalueconfigures sthemaximum numberofitem msthatcanbeq queriedbystan ndard users. commendedtha atyoudonotch hangethisdefa ault.Ifpoorper rforming Thedefaultis5,000items.Itisstronglyrec thmorethan5,000items,ove erallthroughput tmaysignifican ntlydecreasewhen queriesareusedonlistswit raisingthislimit.
ObjectModelOverride.Youcanapplyase econdleveloft throttlingtosup perusers.Theo overrideallows a superusertoretrievealarg gernumberofitems.Toconfig guresuperuser roverride,youm mustconfigure both ofthefollow wing:
ListView wThresholdFo orAuditorsAnd dAdministrator rs.Thisvalueco onfiguresthem maximumnumberof itemsth hatcanbequer riedbysuperus sers.Thedefaulltis20,000item ms.
ObjectM ModelOverride e.Thisoptionspecifiesthatthe elistviewthres sholdforaudito orsand adminis stratorsisineff fect.
Superusero overridedoesno otallowlargelistviewsacces ssmustbethro oughtheobjectmodel.Developerscan settheQuer ryThrottleMode epropertyofSP PQueryandSPS SiteDataQueryo objectstoretrie eveuptothenu umber ofitemsspe ecifiedinthelist tviewthreshold dforauditorsan ndadministrato ors.
DailyTimeW WindowForLar rgeQueries.Yo oucanspecifya periodoftime duringwhichla argequeriescanbe executed.Yo oushouldensurethatthetime ewindowiscon nfiguredtomin imizetheriskofaffectinguser rsbased onyourusag gepatterns.
Th hereareexemp ptionstolistthrottlinginthefo ollowingtwosce enarios:
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IftheuserisamemberoftheAdministratorsgroupofWebfrontend(WFE)withReadpermissions,all itemsarereturned. IftheEnableThrottlingpropertyoftheSPListobjectissettofalse,allitemsarereturned.Youcandothis usingtheobjectmodel,includingbyusingWindowsPowerShell.Doingsoallowsyoutosetlistthrottling settingsforaWebapplication,andthenexemptspecificlargelistsandlibrariesfromthrottling.
SeveralotherlistthrottlingsettingsareavailableontheResourceThrottlingpage.
Warninglevelforadministrators.ThisvalueconfiguresthewarninglevelshownontheListSettingspage.The defaultvalueis3,000.YoucanconfigurethewarninglevelbyusingWindowsPowerShell, asinthefollowingexample:

$sitecol=GetSPSitehttp://intranet.contoso.com/sites/IT $sitecol.WebApplication.MaxItemsPerThrottledOperationWarningLevel=2500
ListViewLookupThreshold.Thisvalue,6bydefault,specifiesthenumberofLookup, Person/Group,orWorkflowStatusfieldsthatadatabasequerycaninvolveatonetime. ListUniquePermissions.Ifalistcontainstoomanyuniquepermissions,thesystemcanexperience performancedegradation.Thedefaultvalueforthissettingis50,000.Asthenumberofuniquepermissions inalistincreases,performancedegrades.Reconsideranydesigninwhichallormostcontentinalargelist mustbeuniquelysecured.Thethroughputdifferenceforoperationsonalistbetween0and1,000unique permissionsisaround20percent.Thereisaconfigurabledefaultof 50,000uniquepermissionsperlist;however,Microsoftrecommendsthatyouconsiderloweringthislimitto 5,000,andforlargelistsconsiderusingadesignthatusesasfewuniquepermissionsaspossible.Thisaids notonlyperformancebutalsomanageability.
IfyouareupgradingtoSharePoint2010,andyouhavealistinSharePoint2007thathasadefaultviewwitha numberofitemsgreaterthan5,000,afterupgradethelargelistwillnotbeavailableuntilanewdefaultviewis createdthatreturnsanumberofitemslowerthanthethreshold.
Anotherupgradeconsiderationisrelatedtocodethatreturnslargenumbersofitems.Developersshouldupdate theircodetoaccountforlistthrottling.TheEnableThrottlingpropertyonthelistandtheRequestThrottleOverride onthequerymustbespecified.DeveloperscanfindmoreinformationaboutlistthrottlingonMSDN.
AdditionalReading
DesigningLargeListsandMaximizingListPerformanceat http://go.microsoft.com/fwlink/?LinkID=197207&clcid=0x409.
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Re emoteBLOBStorage

Bi inarylargeobje ects(BLOBs)areusedtostorela argebinarydat tasuchasdocum mentsandmed dia.Bydefault,B BLOBs ar restoredintheMicrosoftSQLServerconten ntdatabase.Wit thRemoteBLO BStorage,youcanmovestora ageof BL LOBstoadiffer rentdatastore.
BLOBs
plesofBLOBs: BL LOBsarefieldst thatcontainbin narydata.Followingareexamp
Unstructure eddatawithnoschema,sucha asencryptedda ta Largeamountsofbinaryda atawithsimple schema,sucha asadocumento ordigitalasset
QLServerstores sBLOBdataind databasesbyde efault.ButasBL LOBdataexpan nds,itconsumes sserverstorage e. SQ Ad dditionally,BLO OBsuseserverresources,forex xample,cache,thatareoptimi izedfordatabas seaccesspatterns, no otforstoringlargefiles.Theref fore,performan ncecanbedegr raded.
RemoteBLOBStorage
Re emoteBLOBSto orage(RBS)mov vesthestorage eofBLOBstoco ommoditystorag gesolutionstha atcanbeless ex xpensiveandth hatareconfigur redtohandlesim mplestorage.T ThebenefitsofR RBSincludethe efollowing:
Databaseserverresources,forexample,ca ache,arefreed fordatabaseo perations. Integrationw withthirdparty ytechnologiesa anddatastores s.
RB BSisalibraryap pplicationprogr ramminginterfa ace(API)thatis sintegratedint oSQLServer20 008.RBSworksona pr rovidermodel.A AnRBSprovider rconnectsSQL Serverandthe RBSAPIsofthe eBLOBstore.RB BSshipswithRB BS FILESTREAMprov vider.Therefore e,youcanimmediatelystartto ousetheRBSFI ILESTREAMprovidertomoveB BLOBs setoafolderon nalocalNTFSv volume. fromthedatabas
RBSandShare ePoint2010
Sh harePoint2010supportsRBSFILESTREAMpro oviderwiththef followingconst traints:
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SharePointBootCamp
Localharddisksonly.SharePointdoesnotsupportRBSremotestorage,suchasnetworkattachedstorage (NAS).
Contentdatabasesonly.OtherdatabasescannotuseRBS.
SQLServerversions.SharePoint2010supportsRBSonSQLServer2008withServicePack1(SP1) andCumulativeUpdate2orSQLServer2008R2.
RBSversion.YoumustusetheversionofRBSthatisincludedwiththeSQLServerRemoteBLOBStore installationpackagefromtheFeaturePackforMicrosoftSQLServerR2.
SharePointalsosupportsthirdpartyRBSproviders.
AdditionalReading
OverviewofRemoteBLOBStorage(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=197208&clcid=0x409.
Guidance:ShouldIUseRBS?
WhenyoudeterminewhetherRBSisappropriateforaparticularcontentdatabase,youshouldbalance considerationsofstorage,performance,andmanageability.Youshouldevaluatethefollowingthreequestions:
Whatkindofcontentisbeingaccessed?RBSislikelytobebeneficialforlargecontentdatabasesfor example,contentdatabasesgreaterthan500gigabytes(GB)insize.RBSisalsolikelytobebeneficialwhen BLOBsaveragegreaterthan256kilobytes(KB),suchasdigitalmedia.SmallerBLOBs,suchasthosegreater than80KB,maybenefitfromRBSifmonitoringsuggeststhatthedatabaseserverisabottleneck.
Howiscontentbeingaccessed?RBSiswellsuitedforBLOBsthatarelessfrequentlyorinfrequentlyaccessed, suchasdocumentarchives.FrequentaccesstomanysmallfilesinalibrarycanleadtoincreasedlatencyifRBS isinplace.
WhatarethecharacteristicsoftheRBSprovider?Youshouldfamiliarizeyourselfwithboththeperformance andmanagementfeaturesofanRBSprovider.Forexample,theFILESTREAMproviderisasimpleprovider thateffectivelymovesBLOBstorageoutofthedatabasetoalocalfolderonthecomputerrunningSQL Server;however,itisnotahighperformanceprovider.Therefore,itiswellsuitedforinfrequentlyaccessed content,suchasarchives,butwouldnotbewellsuitedforuseinahighactivityenvironment.
AdditionalReading
FILESTREAMStorageinSQLServer2008at http://go.microsoft.com/fwlink/?LinkID=197209&clcid=0x409.
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ConfigureRBSf forSharePoin nt2010

Co onfiguringRBSf forSharePoint2 2010isamultis stepprocess.In thistopic,each hstepisdetailed d.Toperformt these pr rocedures,youmustloginwith hanaccountwiththefollowin ngcharacteristic cs:
Accountmustbeamember roftheAdminis stratorsgroupo ontheWebser rversandapplicationservers.
Accountmustbeamember roftheFarmAd dministratorsgroupfortheSh harePointServer2010farm.
Accountmustloginwithth heDbcreatoran ndSecurityadm infixedserverr rolesonthecom mputerrunning g SQLServer.
En nableFILESTR REAM
First,youmustenableFILESTREA AMbyusingSQ QLServerConfig gurationManag ger.
En nableFILESTR REAM
1. StartSQLServerConfigurat . tionManager.
2. ClickSQLSer . rverServices.
3. RightclickSQ . QLServer(MSS SQLServer),and dthenclickProp perties.
4. ClicktheFILE . ESTREAMtab.
5. SelecttheEn . nableFILESTREA AMforTransac ctSQLaccessch heckbox.
6. SelecttheEn . nableFILESTREA AMforfileI/O streamingacce esscheckbox.
7. SelecttheAl . llowremoteclientstohavest treamingaccess stoFILESTREAM Mdatacheckbox.
8. ClickOK. .
Co onfigureFILE ESTREAMAccessLeveltoF Full

Next,configuret theaccesslevelforFILESTREAM Mtofullbyusin ngSQLServerM ManagementStu udio.
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ConfigureFILESTREAMAccessLevel
1. StartSQLServerManagementStudio.
2. InObjectExplorer,rightclicktheSQLServer,andthenclickProperties.
3. IntheSelectapagesection,clickAdvanced.
4. ClickFilestreamAccessLevel,clickthedropdownarrow,clickFullaccessenabled,andthenclick OK.
AmessageappearsindicatingthatyoumustrestartSQLServer.
5. InObjectExplorer,rightclickthecomputerrunningSQLServer,andthenclickRestart.
Aconfirmationdialogappears.
6. ClickYes.
Alternately,youcanexecutethefollowingquerytosettheFILESTREAMaccesslevel:
EXECsp_configurefilestream_access_level,2 RECONFIGURE
AdditionalReading
Howto:EnableFILESTREAMathttp://go.microsoft.com/fwlink/?LinkID=166110&clcid=0x409.
ProvisionaBLOBStore
ThenextstepistoprovisiontheBLOBstorethat,inthiscase,isafolderonalocalstoragevolume,for example,C:\Blobstore.
IMPORTANT:DonotcreatethefolderbyusingWindowsExplorer.Usethefollowingprocedure,and SQLServerwillcreatethefolderautomatically.
1. StartSQLServerManagementStudio.
2. SelectthecontentdatabaseforwhichyouwanttoprovisionaBLOBstore,andthenclicktheNew Querybuttononthetoolbar.
TheQueryEditoropensanewqueryinthedetailspane.
3. Tosetthedatabasemasterkey,typethefollowingqueryintotheQueryEditor:
use[ContentDBName]
ifnotexists(select*fromsys.symmetric_keyswherename=N'##MS_DatabaseMasterKey##')create masterkeyencryptionbypassword=N'EncryptionKeyPassword'
Where:
ContentDBNameisthenameofthecontentdatabaseforwhichRemoteBLOBStorewillbe provisioned.
EncryptionKeyPasswordisapasswordusedtogenerateanencryptionkey.Itshouldbeaunique, complexpassphrase.
4. ClicktheExecutebuttoninthetoolbar.
5. ClicktheNewQuerybuttononthetoolbar.
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6. ToenableanewfilegroupforyourRBSprovider,typethefollowingqueryintotheQueryEditor:
use[ContentDBName] ifnotexists(selectgroupnamefromsysfilegroupswhere groupname=N'RBSFilestreamProvider')alterdatabase[ContentDBName]
addfilegroupRBSFilestreamProvidercontainsfilestream
Where:
7. ClicktheExecutebuttoninthetoolbar.
8. ClicktheNewQuerybuttononthetoolbar.
9. ToaddafilesystemmappingforyourRBSprovider,typethefollowingqueryintotheQueryEditor:
use[ContentDBName]
alterdatabase[ContentDBName]addfile(name=RBSFilestreamFile,filename= 'BlobStorePath')tofilegroupRBSFilestreamProvider
Where:
BlobStorePathisthepathtotheBLOBstorefolderyouwanttocreate,forexample,D:\Blobstore. Forbestperformance,simplifiedtroubleshooting,andasageneralbestpractice,youshouldcreate theBLOBstoreonavolumethatdoesnotcontaintheoperatingsystem,pagingfiles,databasedata, logfiles,ortheTempdbfile.
10.ClicktheExecutebuttononthetoolbar.
RepeattheprocedureforeachcontentdatabaseforwhichRBSshouldbeprovisioned.
InstallRBSonAllSharePointServers
Next,youmustinstallRBSonallSharePointserversinthefarm.Startonaserverthatisafrontendserver.Then, installallotherservers,includingdedicatedapplicationservers.
InstallRBSonaFrontEndServer 1. DownloadRBS.msifromhttp://go.microsoft.com/fwlink/?LinkID=177388.
YoumustinstalltheversionofRBSthatisincludedintheSQLServerRemoteBLOBStoreinstallationpackage fromtheFeaturePackforSQLServer2008R2.TheversionofRBSmustbe10.50.xxx.Noearlierversionof RBSissupportedforSharePointServer2010.
2. UsethefollowingcommandtoinstallRBS.Donotsimplydoubleclickthepackage.
msiexec/qn/lvx*<InstallLogFile>/iRBS.msiTRUSTSERVERCERTIFICATE=trueFILEGROUP=PRIMARY DBNAME="<ContentDbName>"DBINSTANCE="<DBInstanceName>"FILESTREAMFILEGROUP=RBSFilestreamProvider FILESTREAMSTORENAME=FilestreamProvider_1
Where:
InstallLogFileisthenameandoptionalpathofalogfilethatwillbegeneratedbytheinstallation,for example,rbs_install_log.txt.
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ContentDBNameisthenameofthecontentdatabaseforwhichRemoteBLOBStorehasbeen provisioned.
DBInstanceNameistheserverandinstancenameofSQLServer.
Installationtakesafewminutes.YoucanmonitorinstallationbyusingTaskManager.Youcanalsomonitor thelogfileforthetextInstallationcompletedsuccessfully.Forexample,usethefollowingcommand:
typerbs_install_log.txt|find"successfully"/i
InstallRBSonOtherServersintheFarm AfterinstallingthefirstSharePointfrontendserver,continuewithallotherserversinthefarm.Usethe followingcommandtoinstallRBSontheadditionalservers:
msiexec/qn/lvx*<InstallLogFile>/iRBS.msiDBNAME="<ContentDbName>"DBINSTANCE="<DBInstanceName>" ADDLOCAL="Client,Docs,Maintainer,ServerScript,FilestreamClient,FilestreamServer"
Where:
ContentDBNameisthenameofthecontentdatabaseforwhichRemoteBLOBStorehasbeen provisioned. DBInstanceNameistheserverandinstancenameofSQLServer.
ConfirmRBSInstallation
YoucanconfirmtheinstallationofRBSbyexaminingthecontentdatabasefortablesthatbeginwith mssqlrbs.Youcanusethefollowingquerytodeterminewhetherthetablesexist:
USE[ContentDBName] SELECT*fromdbo.sysobjects WHEREnamelike'mssqlrbs%'
EnableRBSUsingWindowsPowerShell
YoumustenableRBSononeWebserverintheSharePointfarm.ItdoesnotmatterwhichWebserveryouchoose forthisactivity,aslongasRBSwasinstalledonitbyusingthepreviousprocedure.
$cdb=GetSPContentDatabase"<ContentDBName>" $rbss=$cdb.RemoteBlobStorageSettings $rbss.Installed() $rbss.Enable() $rbss.SetActiveProviderName($rbss.GetProviderNames()[0]) $rbss
Where:
ConfigureBLOBSizeThresholdUsingWindowsPowerShell
YoucanconfiguretheBLOBsizethresholdabovewhichBLOBsarestoredintheRBSprovider.IfaBLOBisbelow thethreshold,itisstoredintheSQLServerdatabase.
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$cdb=GetSPContentDatabase"<ContentDBName>" $rbss=$cdb.RemoteBlobStorageSettings $rbss.MinimumBlobStorageSize=1048576 $cdb.update()
Where:
AdditionalReading
InstallandconfigureRemoteBLOBStorage(RBS)withtheFILESTREAMprovider(SharePointServer 2010)athttp://go.microsoft.com/fwlink/?LinkID=197210&clcid=0x409.
SetacontentdatabasetouseRemoteBlobStorage(RBS)(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=197211&clcid=0x409.
MigratecontentintooroutofRemoteBLOBStorage(RBS)(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=197212&clcid=0x409.
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HowRemoteBLOBStorage eWorks

BL LOBobjectsstoredwiththeFIL LESTREAMprov viderarestored donthefilesyst temwithglobal llyunique id dentifier(GUID)basednamesthatprovideau uniquelinkfrom mtheRBStables s.
BL LOBcontentisn notencrypted.TransparentDa ataEncryption( (TDE),whichcanencryptthec contentofBLOB BsinSQL Se erver,isnotapp pliedtotheFILE ESTREAMprovid der.However,y youcanuseNTF FSEncryptingFileSystem(EFS) ): Co onfiguretheBlo obstorefoldert tobeencrypted dafterthefolde erhasbeencrea atedbySQLSer rver.NTFSEFSis s tr ransparenttoco omponentsacce essingtheNTFS Sfilesystem.
IfyouareusingR RBS,itisimportantthatyouco onsiderhowyou uwillbackupan ndrestoretheB BLOBstore.Ifyouuse heSharePointbuiltintoolsforbackup,RBSBL LOBstoresarei ncludedinthebackup.Youcanevenrestore sucha th ba ackuptoacomputerrunningS SQLServerwithoutRBStheB BLOBswillbere storedintothe edatabaseitself f.
Th heSQLServerb backupcomman nddoesnotbac ckupBLOBsinR RBS.However,t theproceduref forproperlybac ckingup bo othadatabaseandtheBLOBs storeisstraightf forward.First,b backupthedat abase.Then,ba ackupthefiles store.To pe erformarestor re,firstrestoret thefilestore,an ndthenrestore ethedatabase.
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LabA:Conf figuringListThrottliingandRe emoteBLOBStorag ge
Sc cenario
Yo ouhavejustins stalledanewSh harePoint2010s serverfarmatC Contoso,Ltd.Yo ourpreviousSh harePoint2007 en nvironmentincludedsomever rylargeliststhatperformedpo oorlyforendus sersandlargedo ocumentlibrariesthat in ncreasedthesize eofcontentdatabasesandthe ereforethetim erequiredtop erformbackupandrestore op perations.Yourrevisedgovern nancepolicyfor SharePoint201 10requiresthat tlargelistshave econtrolstoma anage pe erformanceand dthatthesizeo ofcontentdatab basesbemorec carefullymanag ged.Tosupport ttheserequirem ments, yo ouhavebeenta askedwithimplementinglistth hrottlingandRe emoteBLOBSto orage.
Log ontothevirtu machineforth lab g ual his

1. Start10174A . ACONTOSODC CD.
2. AfterCONTO . OSODChascom mpletedstartup p,start10174A SP2010WFE1 D.
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SharePointBootCamp
Exercise1:ConfiguringListThrottling
Inthisexercise,youexperiencelatencyproblemswhenperformingoperationsonverylargelists.You applylistthrottlingtoensurethatsuchoperationsdonotcauseexcessivestressontheSharePointfarm.The maintasksforthisexerciseareasfollows: 1. Createacomputerinventorylist.
2. ConfigureleastprivilegerightstomanageSharePointusingWindowsPowerShell.
3. CreatealargelistusingWindowsPowerShell.
4. Observethelistviewthreshold.
5. Additemstoexceedthelistthreshold.
6. Experiencelistthrottling.
7. Configurelistthrottling.
Task1:Createacomputerinventorylist
LogontoSP2010WFE1asCONTOSO\SP_AdminusingthepasswordPa$$w0rd.
OpenInternetExplorer,andthenbrowsetohttp://intranet.contoso.com /sites/IT.
CreateacustomlistnamedComputerInventory.Aftercreatingthelist,changeitsnameand descriptiontoComputerInventory(withaspace).
CreatetwosinglelinetextcolumnsnamedComputerNameandSerialNumber.
Task2:ConfigureleastprivilegerightstomanageSharePointusingWindowsPowerShell
StartSharePoint2010ManagementShellusingtheRunasdifferentuseroption.Entertheusername CONTOSO\Administrator andthepasswordPa$$w0rd.
Typethefollowingcommand,andthenpressENTER:
AddSPShellAdminUserNameCONTOSO\SP_AdminDatabase(GetSPContentDatabase "WSS_Content_Intranet_IT")
ClosetheWindowsPowerShellwindow.
Task3:CreatealargelistusingWindowsPowerShell
InSharePoint2010ManagementShell,create4,000itemsinthenewlistbytypingthefollowing commands:
$site=GetSPSite"http://intranet.contoso.com/sites/IT" $web=$site.rootweb $list=$web.Lists["ComputerInventory"] $i=1
do{ #additem $newitem=$list.items.Add() $newitem["Title"]="Client"+$i.ToString().PadLeft(4,"0"); $newitem["ComputerName"]="Client"+$i.ToString().PadLeft(4,"0"); $newitem["SerialNumber"]=$i.ToString().PadLeft(8,"0"); $newitem.Update() $i++ } while($ile4000) $web.dispose()
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$site.dispose()
YoucanwatchtheprogressofthescriptbyrefreshingtheComputerInventorylistpageintheITWeb.
Task4:Observethelistviewthreshold
OpentheListSettingsoftheComputerInventorylist,andthenverifythattheListviewthreshold messageindicatesthatthelistcontains4,000items.
Task5:Additems toexceedthelistthreshold
InSharePoint2010ManagementShell,create5,000additionalitemsintheComputerInventorylistby typingthefollowingcommands:
$site=GetSPSite"http://intranet.contoso.com/sites/IT" $web=$site.rootweb $list=$web.Lists["ComputerInventory"] $i=4001 do{ #additem $newitem=$list.items.Add() $newitem["Title"]="Client"+$i.ToString().PadLeft(4,"0"); $newitem["ComputerName"]="Client"+$i.ToString().PadLeft(4,"0"); $newitem["SerialNumber"]=$i.ToString().PadLeft(8,"0"); $newitem.Update() $i++ } while($ile9000)
$web.dispose() $site.dispose()
YoucanwatchtheprogressofthescriptbyrefreshingtheComputerInventorylistpageintheITWeb.
Task6:Experiencelistthrottling
SwitchtoInternetExplorerandrefreshtheviewoftheComputerInventorylist. OpentheListSettingsoftheComputerInventorylist,andthenverifythattheListviewthreshold messageindicatesthatthelistcontains9,000items. Attempttodeletethelist. AnErrorpageappearsthatindicatestheoperationisprohibitedbecauseitexceedsthelistview threshold.
ReturntotheComputerInventorylist,pointattheTitlecolumnheader,andthenclickthedropdown arrowthatappears. Amessageappears:Cannotshowthevalueofthefilter.Thefieldmaynotbefilterable,orthenumberof itemsreturnedexceedsthelistviewthresholdenforcedbytheadministrator.
Task7:Configurelistthrottling
OpenSharePoint2010CentralAdministration.InCentralAdministration,changetheresourcethrottling settingsfortheSharePointintranet.contoso.com80Webapplication.ConfiguretheListViewThresholdto 10000. SwitchbacktotheComputerInventorylist.IntheComputerInventorylist,pointattheTitlecolumn header,andthenclickthedropdownarrowthatappears.VerifythattheShowFilterChoices commandisnowavailable.
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SharePointBootCamp
InCentralAdministration,changetheresourcethrottlingsettingsfortheSharePoint intranet.contoso.com80Webapplication.ConfiguretheListViewThresholdto7000,withadailytime windowforlargequeriesfrom11pmto4am. OpentheListSettingsoftheComputerInventorylist,andthenobservetheListviewthreshold. Verifythatthenewlistthresholdof7,000itemshasbeenapplied. Results:Afterthisexercise,youshouldhavemodifiedlistthrottlingsettingsforasitecollection.
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Exercise2:EnablingFILESTREAMandProvisioningtheRBSDataStore
Inthisexercise,youenableFILESTREAMandconfigureRBSonthecomputerthatisrunningSQLServer 2008.
1. EnableFILESTREAMonthecomputerrunningSQLServer.
2. ProvisionaBLOBstore.
Task1:EnableFILESTREAMonthecomputerrunningSQLServer
StartSQLServerConfigurationManagerusingtheRunasadifferentuseroption.Entertheusername CONTOSO\Administrator andthepasswordPa$$w0rd.
ClickSQLServerServices,andthenopenthepropertiesofSQLServer(MSSQLServer).Inthe FILESTREAMtab,selectallthreecheckboxes,andthencloseSQLServerConfigurationManager.
StartSQLServerManagementStudiousingtheRunasadifferentuseroption.Entertheusername CONTOSO\Administrator andthepasswordPa$$w0rd.
OpenthepropertiesofSP2010WFE1,andthenconfigureFilestreamAccessLevelsothatfullaccessis enabled.Then,restartSQLServerservices.
Task2:ProvisionaBLOBstore
InSQLServerManagementStudio,selecttheWSS_Content_Intranet_ITcontentdatabase.Setthe databasemasterkeybyexecutingthefollowingquery:
use[WSS_Content_Intranet_IT] ifnotexists(select*fromsys.symmetric_keyswherename=N'##MS_DatabaseMasterKey##')createmasterkeyencryption bypassword=N'MasterKeyPa$$w0rd'
AddafilegroupfortheRBSproviderbyexecutingthefollowingquery:
ifnotexists(selectgroupnamefromsysfilegroupswheregroupname=N'RBSFilestreamProvider')alterdatabase [WSS_Content_Intranet_IT]addfilegroupRBSFilestreamProvidercontainsfilestream
AddafilesystemmappingfortheRBSproviderbyexecutingthefollowingquery:
alterdatabase[WSS_Content_Intranet_IT]addfile(name=RBSFilestreamFile,filename ='c:\Blobstore')tofilegroupRBSFilestreamProvider

Results:Afterthisexercise,youshouldhaveenabledFILESTREAMandconfiguredRBSonthe computerrunningSQLServer.
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SharePointBootCamp
Exercise3:InstallingRBS on AllSharePointWeb andApplicationServers

Inthisexercise,youinstallRBSonallWebandapplicationserversintheSharePointfarm.
1. InstallRBSonthefirstWebserver.
2. ConfirmtheinstallationofRBS.
3. EnableRBSforacontentdatabase.
4. TesttheRBSprovider.
Task1:InstallRBSonthefirstWebserver
StartCommandPromptusingtheRunasadministratoroption.ChangetotheD:\Labfiles\Lab04 folder,typethefollowingcommand,andthenwaitoneminutefortheoperationtocomplete:
msiexec/qn/lvx*rbs_install_log1.txt/iRBS.msiTRUSTSERVERCERTIFICATE=trueFILEGROUP=PRIMARY DBNAME="WSS_Content_Intranet_IT"DBINSTANCE="SP2010WFE1"FILESTREAMFILEGROUP=RBSFilestreamProvider FILESTREAMSTORENAME=FilestreamProvider_1
Task2:ConfirmtheinstallationofRBS
OpenD:\Labfiles\Lab04\rbs_install_Log1.txt,andthenconfirmthatyouseethefollowinglinewithin thelast20linesoftheendofthefile:
Product:SQLServer2008R2RemoteBlobStoreInstallationcompletedsuccessfully.
InSQLServerManagementStudio,refreshtheviewoftheObjectExplorertree,andthenverifythatseveral tablesexistintheWSS_Content_Intranet_ITdatabasethathavenamesthatbeginwiththelettersmssqlrbs.
Task3:EnableRBSforacontentdatabase
InSharePoint2010ManagementShell,enableRBSfortheWSS_Content_Intranet_ITdatabasebytyping thefollowingcommands:
$cdb=GetSPContentDatabase"WSS_Content_Intranet_IT" $rbss=$cdb.RemoteBlobStorageSettings $rbss.Installed() $rbss.Enable() $rbss.SetActiveProviderName($rbss.GetProviderNames()[0]) $rbss
Task4:Test theRBSprovider
OpentheC:\Blobstorefolder,andthenobservethenumberofitemsinthefolder. OpenInternetExplorer,andthenbrowsetohttp://intranet.contoso.com /sites/IT.NavigatetotheSharedDocumentsdocumentlibrary,andthenuploadthefile D:\LabFiles\Lab04\rbs_install_log1.
SwitchtoWindowsExplorerandverifythatthefilehasbeenaddedtotheBlobstorefolder.
Results:Afterthisexercise,youshouldhaveconfiguredRBSontheSharePointfarmandtestedits functionality.
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Exercise4:ConfiguringtheBLOBSizeThresholdforRBS
Youhavediscoveredthat,bydefault,RBSstoresallBLOBsintheBlobstorefolder.Aftertestinginyourlab, youdeterminedthatoptimalperformanceisachievedonyourinfrastructurewhenBLOBsoflessthan1 Megabyte(MB)arestoredinthecontentdatabase,andBLOBsgreaterthan1MBarestoredinthefilesystem. Inthisexercise,youconfigureRBSsothatonlyfilesgreaterthan1MBarestoredinthefilesystem.
1. Configuretheminimumblobstoragesize.
2. Validatethebehaviorofminimumblobstoragesize.
Task1:ConfiguretheminimumBLOBstoragesize
InSharePoint2010ManagementShell,configuretheMinimumBlobStorageSize propertyto1MB bytypingthefollowingcommands:

$cdb=GetSPContentDatabase"WSS_Content_Intranet_IT" $rbss=$cdb.RemoteBlobStorageSettings $rbss.MinimumBlobStorageSize=1048576 $cdb.update()
Task2:ValidatethebehaviorofminimumBLOBstoragesize
SwitchtoInternetExplorer,andthenuploadthe D:\LabFiles\Lab04\SharePoint_2010_Walkthrough_Guide.pdftotheITdocumentlibrary. UploadtheD:\LabFiles\Lab04\SharePoint_2010_Datasheet.pdf totheITdocumentlibrary.
Switch to Windows Explorer, open the C:\Blobstore folder, and, by examining file sizes and timestamps,verifythatSharePoint_2010_Walkthrough_Guide.pdf wasmovedtoBlobstorewhereas SharePoint_2010_Datasheet.pdf wasnotmovedtoBlobstore.
Results:Afterthisexercise,youshouldhavemodifiedtheRBSconfigurationtostorefileslargerthan 1Mbyteinthefilesystem.
Donotshutdownthevirtualmachines
Leavethevirtualmachinesrunning.YouusethemforLabB.
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Lesson2
ManagingSiteCont M tentTypes sandSite Columns

In nlistsandlibraries,userscreate econtent.Share ePointServer2 010offersimpr ressivecontentmanagement fu unctionality,wh hichbeginswith htheabilitytod describeconten ntwithmetadat tausingcolumn nsandtodefine e co ontenttypes.In nthislesson,you ulearnhowtom managesitecon ntenttypesand dsuchcolumns. stknowhowto Al lthoughpoweruserscanperfo ormthesetasks incertainenvir ronments,ITpr rofessionalsmus o su upportthesetas sks.
Fu urthermore,youmusthaveas solidunderstandingofcolumns sandcontentty ypesatthesite elevelbeforeyo oucan ta akeadvantageo ofthemanagedmetadataserv vice,thetopicof fthenextlesso on.
Describethe epurposeofcon ntenttypesand dsitecolumns.
Configureco ontenttypes. Configurete emplatesfordo ocumentlibrarie es. Configuresitecolumns.
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ContentTypes s

Co ontenttypesaredefinitionsof ftypesofcontentthatcanbes storedinlistsan ndlibraries.The eyare,ineffect t, aschemaforthetypesofobject tsthatcanexist tinasite.Conte enttypesarean nimportant omponentofyo ourinformation narchitecture(IA),whichtypica allyreferstobo oththecontent ttypehierarchy yand co ta axonomy.
Th hesitesconten nttypegallerylistsavailablecontenttypesand dexposesconte enttypemanag gement fu unctionality.
To oopentothesi itecontenttype egallery,compl letethefollowi ngsteps:
1. ClickSiteAct . tions,andthen nclickSiteSettin ngs.
2. IntheGaller . riessection,clic ckSiteContent Types.
Co ontenttypesarescopedtothe esiteinwhichtheyarecreated dandallsubsite es.Youcancrea atecontenttype esin an nysite.Howeve er,itisabestpr ractice,whenpo ossible,tocreat tecontenttype esinthetoplev velsiteofasite co ollectionsothat tthecontentty ypesareavailab bletoallsitesin thesitecollect tion.
To odeployconten nttypesacrossm multiplesiteco ollections,youc anuseVisualSt tudiotodefineandpackageth he co ontenttypeasa asolutionspack kage(.wspfile). Thisispossible einbothShareP Point2007andS SharePoint 20 010.
Sh harePoint2010introducesthemanagedmeta adataserviceap pplication,whic chpublishescon ntenttypesand d co olumnsfromon nesitecollection nacrosssitecol llections,Weba applications,an ndfarms.Youle earnmoreabou utthe managedmetada m ataserviceappl licationinthen nextlesson.
Th herearetwoba asicstepstomakeuseofconte enttypesinaW Website:
1. Createasite . econtenttype.
2. Useaconten . nttypeinalisto orlibrary.
Th hesetwostepsa arecoveredind detailinthenex xttwotopics.
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Create aSiteContent Type

To oworkwithcon ntenttypesinasite,youfirstcreatetheconte enttype,andth henassociateitwithalistorlib brary.
1. ClickSiteAct . tions,clickSiteSettings,andthenclickSiteC ContentTypes.
2. ClickCreate. .
3. Configureth . hefollowing:
Name.T Thecontenttyp pename.
Descrip ption.Adescript tionofthecont tenttype.
Parentcontenttype.A Acontenttypei isderivedfrom fanothercontenttype.Fore example, isthechildof whenyoucreateacus stomdocument tcontenttype,y youtypicallywa anttomakeita achildofthebu uiltin Documentcontenttyp pe.Acontentty ypeinheritsitsp propertiesfrom mitsparentcont tenttype.
upedfororganizationalpurpos ses.TheDocum mentcontenttyp peisinthe Contenttypesaregrou pesgroup. DocumentContentTyp
Group.Whenyoucrea ateacontentty ype,youcanput titinacontent ttypegrouptomakeiteasiert to locatet thecontenttype.Thegroupha asnotechnicalimpactwhatso everitispure elyorganization nalbut itisrecommendedtok keepcustomco ontenttypestha atyoucreatese eparatefromco ontenttypesthatare builtinorthatarecreatedbythirdpartytools.
Docume enttemplate.If fyoucreatead documentconte enttype,youca anassociateatemplatewithth he content ttype.OntheS SiteContentTyp peInformation pagefortheco ontenttype,clic ck Advanc cedSettings.Use etheUploadop ptiontoupload theappropriat tetemplate.Thetemplatecanbeany fileform mat.
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UsingContent U tTypesinaLis storLibrary

By ydefault,alistcontainsonety ypeofitem,and dalibraryconta ainsoneconten nttype:Docume ent.Tousecontent ty ypesinalistorlibrary,youmus stfirstenableth hemanagemen ntofcontenttypesinthelistorlibrary.
En nabletheMa anagementof fContentTyp pesinaListo orLibrary

1. OnthelistorlibrarySetting . gspage,intheG GeneralSetting gssection,click Advancedsett tings.
2. IntheConte . entTypessectio on,clickYes,andthenclickOK K.Then, yo oucanaddcont tenttypestoth helistorlibrary. .
AddContentT TypestoaList torLibrary

section,clickAd 1. OnthelistorlibrarySetting . gspage,intheC ContentTypess ddfromexistin ngsitecontent types.
2. Selecttheco . ontenttype,clic ckAdd,andthe enclickOK.
Ifyouhavemore ethanonecontenttypeinalis storlibrary,you ucanchangeth heorderinwhic chthecontentt types ppearontheNe ewmenuofthe eribbon.ClickC ChangeNewBu ttonOrderAnd dDefaultContentType. ap
Th hecontenttype ethatislistedfirstisthedefaultcontenttype usedifauserc clickstheNewb button.Othercontent ty ypesappearifauserclickstheNewbuttonsd dropdownarro ow.
Ifyouareusingc customcontent ttypesandno longerrequiret thedefaultDoc cumentoritem mcontenttype, youcan elete it. In the Content Types list, click Doc cument. Click D Delete This Co ntent Type, an then click O when nd OK de pr romptedtocon nfirm.
Cr reateaDocumentfromaTemplate
WhenyouclicktheNewbuttonontheribbon ofthelistorlib W brary,oryouclic ckitsdropdow wnmenu,youcr reatea ne ewdocumentb basedonthetem mplatespecifiedbytheconten nttype.
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Whenyousavethedocumenttothecontentlibrary,youdonotoverwritethetemplate.InthecaseofMicrosoft Officedocuments,theOfficeclientapplicationremembersthelibraryfromwhichthedocumentwascreatedso thatwhenyousavethedocument,thelibraryisthedefaultlocationautomatically.
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ContentTypeProperties

Co ontenttypesex xposemanyproperties,inaddit tiontothedocu umenttemplat tepropertyford documentcont tent ty ypes.Contentty ypesdefinethefollowing:
Workflows.Youcanassocia ateworkflowsw withcontenttyp pes.
DocumentIn nformationPan nel(DIP).TheD DIPisaformtha atappearsabov vethedocumen ntinsomeMicrosoft Officeclient tapplications,suchasMicrosof ftOfficeWord .TheDIPdispla aysthepropertiesofthedocument, givingusersawaytoreada andmodifyprop pertiesinthecllientapplication ninsteadofori inadditiontou usingthe SharePointW Webuserinterf face.TheDIPca anbecustomize edbyusingInfo oPathtoinclude ebusinesslogic, ,access tootherdat tasources,andrichinteraction n.
Information nmanagementpolicysettings.Youcanconfig guredocument tandrecordpol liciesincluding retention,auditing,barcod des,andlabels. oucandefineco olumns,alsocalledattributes, properties,orm metadata,foracontenttype. Columns.Yo Forexample e,acontenttypeforcontracts mightbegiven nadatecolumn nthatspecifiest theexpirationd dateof thecontract t.
ontenttypesareanimportantcomponentof yourenterprise einformationa architecture(IA) ).IA,whichalso o Co in ncludestaxonom mythesubject tofthenextles ssondefinesh owusersidenti ify,locate,andsearchforcont tent.You ca animplementIA Abyclassifyingcontentbasedoncontenttype esforexampl le,beingableto oidentifycontra acts ve ersusproposals, ,andthentobe eabletobubble eupproperties ssuchascontrac ct ex xpirationdates. .
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Columns

As syoudiscovere edinthepreviou ustopic,columnsareusedtod definepiecesof finformationth hatcanbeassoc ciated withadocument w torlistitem.Sy ynonymsforcolumnsincludefiields,attributes s,properties,an ndmetadata.
eports,andalerts. Co olumnsdescribe econtentandc canthusbeused dtoorganizean ndmanagecontentinviews,re Co olumnscanalso obeusedassea archattributes, allowinguserst tolocateconte entmoreefficiently.
Acolumnisscopedtothesitein nwhichitiscrea atedandtoalls subsites.Aswit hcontenttypes s,itisrecomme ended oucreatesiteco olumnsatthetoplevelsiteof asitecollection nwheneverpos ssiblesothatitisavailabletoa allsitesin yo th hesitecollection.
To odeployacolum mnacrossmultiplesitecollections,youcanus seVisualStudio otodefineandpackagethecolumn as sasolutionspac ckage(.wspfile).ThisispossibleinbothShare ePoint2007and dSharePoint20 010.
Sh harePoint2010introducesthemanagedmeta adataserviceap pplication,whic chpublishescon ntenttypesand d co olumnsfromon nesitecollection nacrosssitecol llections,Weba apps,andfarms s.Youlearnmoreaboutthe managedmetada m ataserviceappl licationinthen nextlesson.
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SiiteColumns

Th herearetwoba asicstepstomakeuseofconte enttypesinaW Website:
1. Createasite . ecolumn.
2. Useacolumninacontentt . type,list,orlibr rary.
CreateaSiteC Column
To ocreateasitec column,perform mthefollowingsteps:
1. ClickSiteAct . tions,andthen nclickSiteSettin ngs.
2. IntheGaller . riessection,clic ckSiteColumns s.
3. ClickCreate. .
4. Configureth . hefollowing:
atthesitelevell. Nam me.Thecolumnname,whichm mustbeuniquea
Descrip ption.Adescript tionofthecolumn.Onceasite ecolumnisdefi ined,itcanbeincorporatedintolists, libraries,andcontentt types.Ifthecolumnshouldbe reservedforaspecificpurpos se,orifitsroleisnot selfexp rtaintoprovide planatorybased donthecolumn nsname,becer eathoroughde escription.
Group.Columnsaregr roupedfororganizationalpurp poses.Whenyo ucreateacontenttype,youcanput itinacolumngroupto omakeiteasier rtolocatethec column.Thegro ouphasnotechnicalimpact whatso oeveritispure elyorganization nalbutitisrec commendedtha atyoukeepcus stomcolumnsthatyou creates separatefromc columnsthatar rebuiltinortha atarecreatedb bythirdpartyt tools.
AddSiteColum A mnstoaCont tentType

To oaddasitecolu umntoaconten nttype,perform mthefollowing gsteps:
1. ClickSiteAct . tions,clickSiteSettings,andthenclickSiteC ContentTypes.
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2. Clickthecontenttypeyouwanttomodify.
3. ClickAddfromexistingsitecolumns.
AddSiteColumnstoaListorLibrary
Toaddasitecolumntoalistorlibrary,performthefollowingsteps:
1. ClickSiteActions,clickSiteSettings,andthenclickSiteContentTypes.
2. Clickthecontenttypeyouwanttomodify.
3. ClickAddfromsitecolumns.
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ContentTypeandColumnIn nheritance

Co ontenttypesareahierarchy,b beginningwitha alimitednumbe eroftoplevelc contenttypessuchasitem.Whenyou cr reateasitecont tenttype,youm mustspecifythe eparent.When nyouaddthesitecontenttype etoalistorlibr rary,you ar reactuallycreat tingachildcontenttype,calledalistcontent typeaconten nttypescopedonlytothelist.
Achildcontenttypehasthesam mepropertiesasitsparent,init tially,butbecau useitisanindependentobject t, oucanmodifya andthusoverrid dethepropertie esthatitobtain nedfromitspar rent. yo
Th hesameapplies stocolumns.W Whenyouaddasitecolumnto oalistorlibrary y,youcreateal listorlibraryco olumn th hatisachildof fthesitecolum mn,anditinher ritsitsinitialpro opertysetfrom mtheparent.Y Youcanthenm modify pr ropertiesofthe elistorlibrarycolumn.
Whenyouupdat W teacontenttyp peorcolumnatthesitelevel,y youhavetheop ptiontopropag gateupdatestochild co ontenttypesorcolumns.Thec changeyouhavemadeisthen copiedtochildobjects,overw writingwhateverwasthe pr reviousstateof ftheobject.Thisisdoneonap propertybypro pertybasis,soo onlyproperties sthatyouchang geatthe sit televelarepropagatedtochild dobjects.
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Lesson3
ConfiguringtheManagedMe C etadataService

In nthepreviousle essons,youlear rnedhowtodef finemetadataa andcontenttyp pesatthelistan ndsitelevels. In nthislesson,you ulearnhowtoconfigureanim mportantnewse erviceapplicatio oninSharePoin ntServer2010,the managedmetada m ataservice,whi ichmakestermsandcontentt ypesavailablea acrosssitecolle ections,Web ap pplications,and devenfarms.
Describethe erolesofthema anagedmetada ataservice.
Configuretaxonomy.
Configuremanagedcontenttypes.
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ManagedMet M tadataService e

Th hemanagedme etadataserviceisanimportant tnewfeatureo ofSharePointSe erver2010.Itplaysacriticalro olein en nterprisecontentmanagemen ntbecauseitsup pportsthetwoprimarycompo onentsofinform mationarchitect ture: en nterprisemetad datamanageme ent(taxonomy),andcontentty ypesyndication n.
In nthislesson,you ulearnhowtousethemanage edmetadatase ervicetomanag geenterprisetax xonomy,andth hen yo oulearnhowto osyndicatecont tenttypes.
Understanding U gManagedM MetadataServ viceTermino ology

Managedmetad M dataisahierarchicalcollectionofcentrallyma anagedtermsth hatyoucandef fineandthenus seas at ttributesforitemsinSharePoin ntServer2010.
Atermisawordoraphrasetha atcanbeassocia atedwithanite eminSharePoin ntServer2010.Atermsetisa ollectionofrelatedterms.Youcanspecifytha ataSharePointS Servercolumnmustcontainatermfromasp pecific co te ermset.
Managedmetadataisawayofr M referringtothefactthatterms sandtermsets scanbecreated dandmanaged in ndependentlyfr romthecolumn nsthemselves.
Managedterms,whichareusua M allypredefined, ,canbecreated donlybyusersw withtheappropriate pe ermissionsandareoftenorgan nizedintoahier rarchy.
En nterprisekeywo ordsarewordso orphrasesthat havebeenadd edtoSharePointServer2010items.All en nterprisekeywo ordsarepartof asingle,nonhierarchicalterm f msetcalledthek keywordset.
le,if you add a columnto a listin a Lo ocalterm sets are createdin the contextof a sitecollectio a f on.For exampl a do ocumentlibrary yandcreatean newtermsetto obindthecolum mnto,thenewtermsetisloca altothesiteco ollection th hatcontainsthe edocumentlibr rary.
Gl lobaltermsetsarecreatedout tsidethecontex xtofasitecolle ection.Forexam mple,theterms storeadministr rator co ouldcreateate ermsetgroupca alledHumanRe esourcesandde esignateaperso ontomanage
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thetermsetgroup.Thegroupmanagerwouldcreatetermsetsthatrelatetohumanresources,suchasjob titlesandpaygradesintheHumanResourcestermsetgroup.
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Create andUse Terms: TheBigPicture e

First,takealookatmanagingan ndusingterms, frombeginning gtoend,atave eryhighlevel.T Thistopicfocuse es nthemaintask ksinvolvedwithcreatingandusingterms. on
Te ermStoreMa anagementT Tool

Amanagedmeta adataserviceap pplicationmaint tainsadatabase ethatcontains thetermstorefortheservice pplication.TheTermStoreManagementToolistheadminist trativeinterface ewithwhichyo oumanageterm msinthe ap te ermstore.
OpentheTermS StoreManagem mentTool 1. OntheCentralAdministrationsite,intheA . ApplicationMa anagementsect tion,clickMana ageservice s. applications
2. ClicktheMa . anagedMetada ataServicelink.
Youcanclick kthelinkofeith hertheservice applicationort theserviceapplicationconnec ction.Bothopen n thesameTe ermStoreMana agementTool.
TheTermSt toreManageme entToolopens.
3. Confirmthat . tthetoolisfocu usedontheme etadataapplicat tionthatyouw wanttoadminist ter.Inthe AvailableSe erviceApplicationslist,selectt thecorrectmet tadataapplicati ion.
AnIntroductio A ontotheTerm mStoreHiera archy

Th hetermstoreco ontainstermsin nahierarchicalstructurecons istingoftermsetgroups,term msets,andterm ms.(See th hefollowinggra aphic.)Webapp plicationsthatconnecttothes serviceapplicat ioncanuseany yofthetermsin nthe te ermstore.
Yo oulearnmorea aboutthetermstorehierarchy yasthislessonp progresses.
CreateTermsi inaTermSet t
In natermset,you ucancreateter rms.
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CreateaTerm
Tocreateaterm,completethefollowingsteps:
1. OpentheTermStoreManagementTool.
2. Expandthetermstore.
3. Expandthetermgroupandthetermsetinwhichyouwanttocreatetheterm.
4. Pointatthetermsetortermbeneathwhichyouwanttocreatetheterm,andthenclickthedropdown arrowthatappears.
5. ClickCreateTerm.
6. Typetheterm,andthenpressENTER.
UseManagedMetadatainContent
Afteratermsethasbeenestablished,youcanbegintousethetermsinthetermsetastagsforitemsand documents.Todothis,youmustaddamanagedmetadatacolumntoalist,library,orcontenttype.
ThemanagedmetadatacolumntypeisnewtoSharePointServer2010.Whenyoucreateamanagedmetadata column,youspecifyasingletermsetfromwhichthecolumnsvalidvaluescome.Createanewcontenttypeor modifyanexistingcontenttype,andaddthemanagedmetadatacolumntothecontenttype.
Important:Amanagedmetadatacolumncanbeassociatedwithonlyonetermset.
AddaManagedMetadataColumntoaSiteasaSiteColumn
1. Openthesiteinwhichyouwanttousemanagedmetadata.
2. ClickSiteActions,andthenclickSiteSettings.
3. IntheGalleriessection,clickSitecolumns.
4. ClickCreate.
5. IntheColumnnamebox,typeanameforthecolumn.
6. Inthelistofcolumntypes,clickManagedMetadata.
7. IntheGroupsection,selectacolumngrouporcreateanewcolumngroup.
8. IntheTermSetSettingssection,expandthetermstore,expandthetermgroupthatcontainsthetermset, andthenclickthetermset.
9. Optionally,configureothersettingsforthecolumn.Forexample,youcanspecifythatthecolumnallows multiplevalues.Also,ifthetermsetisanopentermset,youcanconfigurethecolumntoallowfillinchoices. ClickOK.
AddaManagedMetadataSiteColumntoaSiteContentType
2. IntheGalleriessection,clickSitecontenttypes.
3. Clickthesitecontenttypetowhichyouwanttoaddmanagedmetadata.
5. IntheSelectcolumnsfromlist,selectthecolumngroupthatcontainsthemanagedmetadatacolumn.
6. IntheAvailablecolumnslist,clickthemanagedmetadatacolumn,andthenclickAdd.
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7. ClickOKtoa . addthecolumn.
8. ClickOKtoc . closetheconten nttype.
PickTerms
Af fteraddingamanagedmetada atacolumntoa alist,library,or contenttype,u userscanapplytermsfromthe e te ermsetasvalue esforthecolum mn.
Th henewandeditformsofanite emordocumen ntdisplaythem managedmetad datacontrolforamanaged metadatacolumn,andtheuserinteractswitht m thiscontroltoe enterthecolum mnsvalue.
Withthemanage W edmetadataco ontrol,theuser caneithertype eavalueorsele ectavaluebyhi ierarchicallynavigating th hetermsetthat tisassociatedw withthecolumn n.Iftheuserbeg ginstypingava alue,theAJAXdrivencontrold displays alltermsintheassociatedtermsetthatbeginw withthecharac cterstheuserh astyped.Then nameoftheterm mset ndthetermspo ositioninthehierarchyareind dicatedalongw withthetermits self. an
Ifthecolumnsdefinitionallows smultiplevalue es,theusercan selectmoretha anoneterm.Ifboththeterms setand hecolumnsdef finitionallowne ewtermstobe added,theuse rcanalsocreat teanewterma andinsertitatt the th ap ppropriateplaceinthetermse etshierarchy.
Itisimportantto onotethefollow wingaboutthecontrol:
Thecontrolconsistsofatex xtbox,abrows sebutton,anda atermselection npage. Youcantype eatermintoth hetextbox. Asyoutype, ,thecontrolpro ovidessuggestio ons.Ifthehighllightedsuggest ionisappropria ate,youcanpre ess ENTER.Alternately,youcan nselectanysug ggestionbyusin ngthearrowkey ystoselectthesuggestionand dthen pressingENT TERorbyclickin ngthesuggestio on. Ifyoutypea atermthatdoesnotexistinthetermstore,yo ourentryisdisp playedinredw withareddashe ed underline.Y Youcannotsave ethechangeuntilyoucorrectt theentry. ClicktheBro owseForAValid dChoicebutton n.Thetermsele ectionpageope ens.Thetermse electionpagesh hows alltermsint thetermset. Toselectaterm,clicktheterm,clickSelec ct,thenclickOK K,asshowninth hefollowinggra aphic:
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IfthetermsethasanemailaddressinthetermsetsContactproperty,thetermselectionpagedisplaysa SendFeedbacklink.Thelinkisasimple<mailto:>linkthatopenstheusersemailclientwiththeTo: addressprepopulatedwiththetermsetcontactsemailaddress.
Ifthetermsetisanopentermset,theAddNewItemlinkappears.Clickthelink,andanew,blankterm appears.Typethelabelfortheterm,andthenpressENTER.
Hereisareviewofsomeimportantpointsaboutterms:
Termsarestoredinatermsetinatermgroup.
Amanagedmetadataserviceapplicationcancontainmultipletermsets.
Typically,termsaretightlymanaged.Mosttermsetsareusuallyclosed,meaningthatonlytermset managersandcontributorscanadd,modify,ordeletetermsinthetermset.
Amanagedmetadatacolumncanexposetermsfromonlyonetermset.
Keywords
Often,enterpriseswanttoallowfolksonomythedevelopmentoftermsandmetadatathatisdrivenbyusers addingtagstocontentandpeople.Termsinafolksonomyaretypicallyunmanageduserscantagcontentor peoplewithwhicheverwordsandphrasestheywanttoapply.
FolksonomyinSharePointServer2010issupportedbykeywords.Keywordsaretermsthatarestoredinasingle, nonhierarchicaltermsetcalledthekeywordset.Whencontentistaggedandatermdoesnotexist,itisaddedto thekeywordset.
Thereisverylittledifference,really,betweenkeywordsandterms.Botharetermsthatcanbeusedtotag content.Botharestoredinthetermstore.Theprimarydifferencesarethefollowing:
Termsarehighlymanaged.Theyhavenumerousproperties,aboutwhichyoulearnlaterinthislesson. Termsarestructuredintermsetsandtermgroupsandcanbereusedacrosstermsetsandtermgroups. Termsetsaretypicallyclosed.Thekeywordsetistypicallyopenuserscanaddkeywordstothekeyword setwhentheytagcontentwithwordsorphrasesthatdonotalreadyexistinthekeywordset.
AddanEnterpriseKeywordsColumntoaSiteContentType
2. IntheGalleriessection,clickSitecontenttypes.
3. Clickthesitecontenttypetowhichyouwanttoaddmanagedmetadata.
5. IntheSelectcolumnsfromlist,selectthecolumngroupthatcontainsthemanagedmetadatacolumn.
6. ClickEnterpriseKeywords,andthenclickAdd.
7. ClickOKtoaddthecolumn.
8. ClickOKtoclosethecontenttype.
TagContentUsingKeywords
Afteraddinganenterprisekeywordscolumntoalist,library,orcontenttype,userswithpermissiontomodify thecontenttypecanapplytermsfromthekeywordsettocontent.
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TheEditForm.aspxpageofanitemordocumentdisplaysthemanagedkeywordcontrolforenterprise keywordcolumns.
Itisimportanttonotethefollowingaboutthecontrol:
Thecontrolconsistsofatextbox,abrowsebutton,andatermselectionpage. Asyoutype,thecontrolprovidessuggestions.Ifthehighlightedsuggestionisappropriate,youcanpress ENTER.Alternately,youcanselectanysuggestionbyusingthearrowkeystoselectthesuggestionandthen pressingENTERorbyclickingthesuggestion. Youcantypeawordorphrasethatdoesnotalreadyexistasakeyword,anditwillbeaddedtothekeyword set.Thisisthedefaultbehavioroftheenterprisekeywordscolumn;however,SharePointcanbeconfiguredto preventaddingnewkeywordstothekeywordset.
CreateaKeyword
Keywordsareoftencreatedbyuserswhentheytagcontentwithawordorphrasethatisnotalreadyinthe keywordset.However,ifyouwanttoaddakeyworddirectlytothekeywordset,youcandosobyfollowingthis procedure:
2. ExpandSystem,andthenexpandKeywords.
3. PointattheKeywords,andthenclickthedropdownarrowthatappears.
4. ClickNewKeyword.
5. Typetheterm,andthenpressENTER.
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ManageTerms M

Nowthatyouunderstandtheen ndresulthow wtermsareinco orporatedintoit temsanddocum mentsyoucan earnhowtoadm ministermanage edmetadata,fr romthebottom mup,startingat tthetermsthem mselves. le
Te ermProperties
Te ermsaremoret thansimplywordsorphrases. Theyareobject tswithavariety yofproperties. .
ModifyaTerm M To omodifythepr ropertiesofate erm,followthis procedure:
1. OpenTermS . StoreManagem mentTool.
2. Selectthete . erm.
3. Modifyoneormoreproper . rtiesoftheterm m.
4. ClickSave. .
Th hetermpropertiesthatyouca anmodifyinclud dethefollowing g:
Sortorder.B Bydefault,term msaresortedalp phabeticallyint theparentterm msetorterm.H However,youca an manuallyspecifythesortorderbycomple etingthefollow ingsteps:
eCustomSortt tab. 1. Clickthe 2. ClickUs secustomsorto order. 3. Modifythesortorder.
Availablefortagging.Byde efault,termsareavailabletob beusedfortagg ging.Whywould dyoucreateat term andthenno otmakeitavaila able?Termsthe emselvesarehie erarchicalinat ermset.Thatis s,atermcanha aveone ormoreterm msaschildobje ects.Forexample,youmighth avetermsforte eamsordepart tmentsintheIT Tgroup. Ifyouhavea atermhierarch hyinatermset, ,youmightwan ntnodesthatha avechildterms stobeunavailablefor tagging.
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Language.Ifyouhavealanguagepackinstalled,andthetermstorehasthelanguagespecifiedasaworking language,youcanselecteachlanguageandmodifytheDefaultLabelandOtherLabels. Description.Useadescriptiontohelpusersunderstandwhentousethetermandtodisambiguateamong similarterms. Defaultlabel.Thisisthedefaultlabelforthetermfortheselectedlanguage.Thedefaultlabeliswhatis referredtoastheterm.However,asyouarelearning,thetermismorethanjustthelabel.Infact,behind thescenes,everythingismanagedwithuniqueidentifiers.
Otherlabels.Thesearesynonymsandabbreviationsforthetermfortheselectedlanguage.Whenother labelsareconfiguredforaterm,userscanenteranyofthesynonymsorabbreviationsinamanaged metadatacontrol,andtheirentrywillbechangedintothedefaultlabelfortheterm.Theotherlabelseven appearassuggestionswhenauserbeginstotypeinamanagedmetadatacontrol.
Memberof.Atermcanbereusedinmultiplelocations.TheMemberOflistisalistoflocationsinwhich thetermexists.
Source.Whenatermexistsinmorethanonelocation,thetermspropertiescanbeeditedinonlyoneits source.Thepermissionsthatapplytothesourcelocationaffectwhocanmodifythetermsproperties.
TermTasks
UsethedropdownmenusinthetermstorehierarchyoftheTermStoreManagementTooltoperformactions. Youcanperformthefollowingactionsrelatedtotermsinatermstore:
Createterm.Createanewterminaselectedtermsetorasachildofaselectedterm. Copyterm.Createanewtermthatisacopyofanexistingterm.Thesourcetermspropertiesarecopiedto thenewterm,andthenthenewtermisauniqueobjectwithnorelationshiporlinkagetoitsoriginal source.
Moveterm.Moveatermtoanotherlocationinthetermhierarchy.
Deleteterm.Removeatermfromthetermstore.
Deprecateterm.Disablethetermsothatitnolongercanbeusedasavalidtermbutstayspartofthe system.
Mergeterm.Tomergeterms,selectasourceterm,clickMergeTerm,andthenselectatargetterm. Theresultisthatthesourcetermanditssynonymsareaddedassynonymsofthetargetterm.
Reuseterm.Atermcanbeplacedinmorethanonelocationinthetaxonomichierarchy.Touseatermina newlocationinatermsetorasachildofanothertermselectthetargetlocation,clickReuseTerm,and thenselectthesourceterm.Thesourcetermisaddedasakindoflinktotheselectedtargetlocation. Changestoatermspropertiesaffecteveryinstanceoftheterm.ThetermsSourcepropertydefinesthe locationinthehierarchyinwhichthetermcanbemodified,andthepermissionsonthatlocationdetermine whichuserscanmodifytheterm.Thetermssourcecanbechangedtoanyofitslocationsbyauserwho currentlyhaspermissiontomodifytheterm.
EnterpriseKeywords
Asyoulearnedinaprevioustopic,keywordsarestoredinaflat,nonhierarchicalkeywordset.Keywordshaveonly oneproperty:AvailableForTagging.Youcanperformonlythreeactions.ThefirsttwoareNewKeywordand DeleteKeyword,whichareselfexplanatory.
ThethirdactionisMoveKeyword.Withthisoption,youcanmoveakeywordintoatermset,whereitbecomesa managedtermandacquiresalloftheadditionalpropertiesassociatedwithterms.Thisprocessishowan organizationcanorganicallygrowafolksonomyandmigrateresultingtermsintoataxonomy.
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ManageTermSets M

Atermsetisaco ollectionofrelat tedterms.
Te ermSetProp perties
AtermsethasaTermSetName eandDescriptio on.Italsohasan nAvailableFor Taggingproper rty.Atermseta alsohas th hefollowingpro operties:
Contact.Anemailaddressf foracontactfo orthetermset. IfanemailaddressisenteredintheContact property,themanagedmetadatacontrold displaysaSubm mitFeedbacklin nkinthetermpicker.Auserwho wantstosub bmitfeedbacko orrequestacha angetotheterm msetcanclickt thelinkandanemailmessage is act. startedwith htheToaddress spopulatedbyt thevalueofthe etermsetconta SubmissionPolicy.Thesub bmissionpolicyd determineswhe etheruserscan naddtermstot thetermsetfro omthe managedmetadatacontrol.Ifasubmissionpolicyisopen n,themanaged metadatacont troldisplaysanAdd NewItemlin nk.So,ifauserwantstotagco ontentwithate ermthatisnota alreadyinthetermsetforam managed metadataco olumn,theuser rcanaddanew wtermonthefly y.Thisallowsfo orfolksonomyinthecontexto ofa managedtermset.Thenew wlyaddedtermisavailabletoo othermanaged dmetadatacolu umnsthatreferencethe sameterms set. Note:Forausertoaddanew witemtoaterm mset,theterms setmusthavea anopensubmiss sionpolicy,the e adatacolumnm mustallowfillin nchoices,andth heusermustha avepermissiontochangeanit tem managedmeta ordocumentthatcontainsthemanagedmet tadatacolumn. .
keholders.Thes setwoproperti iesas wellas Contactareinformationalo only.Theyareu usedto Owner,Stak documentin ndividualsorgr roupswhoarea associatedwith hthetermset. Thesetwopropertiesdonot assign anypermissionstotheterm msetwhatsoever.
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TermSetTasks
Fromadesignperspective,themostimportantpointtorememberisthatatermsetisusedasthesourceofterms foramanagedmetadatacolumn.Amanagedmetadatacolumncanuseonlyonetermset,andalltermsthatare availablefortagginginthattermsetcanbeappliedasvaluestothecolumn.
Therefore,anytimeyouneedacolumnwithmanagedmetadata,youshouldchecktoseewhetheratermset alreadyexiststhatmeetsyourneedsexactlyhastheappropriatelabelsandpropertiesand,ifnot,createanew termset.Rememberthattermscanbereusedinmorethanonetermset. CreateaTermSet 1. InTermStoreManagementTool,pointatthetermgroupinwhichyouwanttocreateatermset,clickthe dropdownmenuofthetermgroup,andthenclickNewTermSet.
2. Typeanameforthetermset,andthenpressENTER.
3. Usingthetermsetsdropdownmenu,youcanperformthefollowingactions:
DeleteTermSet.Thisoptiondeletesthetermsetanditsterms.
MoveTermSet.Thisoptionmovesatermsettoanothertermgroup.
CopyTermSet.Thisoptioncreatesanewtermsetwiththesamepropertiesasthesourcetermset.All termsinthesourcetermsetareadded,asreusedterms,tothenewtermset.Thisallowsyoutocreate variationsonatermsetforscenariosinwhichamanagedmetadatacolumnneedstocontaina superset,subset,orothervariationoftermsthatarealreadyinuseinanothertermset.
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ManageTermGroups M

Atermgroupisa acollectionofo oneormoretermsets.Atermg grouphasaGro oupNameandaDescription.M Most mportant,thete ermgroupdefin nestworoles: im
Contributors s.Contributorshavefullpermissiontoeditte ermsandterms sethierarchiesinthetermgrou up.
GroupMana agers.GroupManagershaveC Contributorperm missionsplusth heabilitytoimp porttermsets. GroupMa anagerscanalso oadduserstot theContributor rsrole.
oucancreateatermgroupfro omthetermsto ore. Yo
Cr reateaTermGr roup To ocreateaterm group,completethefollowing gsteps:
1. Pointatthetermstore,clic . ckthedropdow wnmenu,andth henclickNewT TermGroup.
2. Typeaname . eforthetermg group,andthen npressENTER.
Th hefollowingoptionsappearon nthetermgrou upsdropdown menu:
NewTermS Set.Youcanuse ethisoptiontoc createanewte ermsetinthete ermgroup.
DeleteTerm mGroup.Youca anusethisoptio ontodeletethe etermgroup.
ImportTerm mSet.Youcanu usethisoptiont toimportaterm msetusingaco ommaseparatedvalues(.csv)f file.You canfindasa ampleimportfil leintherootof fthetermstore e.InTermStore eManagement, ,clicktheterm store, andthenclic ckViewASamp pleImportFile.
Managedm metadatainputfileformat(Sh harePointServe er2010)at http://go.microsoft.com/fw wlink/?LinkID=1 197214&clcid=0 0x409.
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ManagetheTe M ermStore

Ea achmanagedm metadataservice eapplicationha asonetermsto re.Metadatase erviceapplicatio onscannotshare te ermstores.
Th hetermstorepropertiesdefinethefollowing:
TermStoreA Administrators s.TermStoreAd dministratorsha avefullcontrol overthetermstore.TermSto ore Administrato orscanperform mallactionsofG GroupManager rs,cancreateanddeletetermgroups,andcan assignuserstotheGroupM Managersrole.T Termstoreadm ministratorscan alsomodifythe edefaultandw working languagesof fatermset.
DefaultLang guage.Eachter rmstoremusth haveadefaultla anguagespecified,andeveryte ermmusthavea labeldefinedinthedefault tlanguage.
WorkingLan nguages.Aftery youhaveinstalledalanguagep pack,youcana addinstalledlan nguagesasawo orking languagefor ratermset.Then,youcanselectatermandspecifythedefa aultlabelando otherlabelsfor each workinglang guage.Unliketh hedefaultlangu uage,youaren notrequiredtoh havealabelfor reverytermina workinglang guage.
Termsarenotaddedtoate ermstorebyde efaultwhenyou uaddalanguag gepack.Thereis snoautomatic service.Youmu ustmanuallycon nfigurethelabe elsfortermsineachlanguaget translations thatyouwant atermsetto oexpose. Whenaterm mhaslabelsinm multiplelanguages,thelangua ageofthesited determineswhic chlabelsarevis sible. Forexample e,iftheDepartm menttermseth hastermsdefine edinbothFren nchandEnglish, ,anEnglishlang guage teamsiteall lowsuserstous seEnglishterms sfromtheterm msetinamanag gedmetadatac column,andaFrench teamsiteall lowsuserstous seFrenchterms sfromtheterm mset.
To ocreateatermstore,youmus stcreateamana agedmetadata serviceapplica ation.Thesteps sforthisproced dure ar relistedlaterin nthislesson.Todeleteaterms store,youmust tdeletetheman nagedmetadataservice ap pplication.
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AssignTermSetAdministrators Afarmadministratormustassigntermsetadministrators.Infact,whenyoucreateanewmanaged metadataserviceapplication,eventhoughyoucreatedtheapplication,youarenotatermset administratoryoumustgiveyourselfpermission.
2. IntheTermStoreAdministratorsbox,typethenamesoftermsetadministratorsseparatedby semicolons.
3. ClickSave.
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Te ermStoreDe esign
Te ermStoreHie erarchy
Nowyouhaveex xploredeachco omponentinthe etermstorehie erarchyshowni inthefollowing ggraphic.
ofthecharacteristicsofeachc componentfrom mtheperspecti iveoftermstor redesign: Hereisareviewo
Oneormore etermsarecon ntainedinaterm mset.Termsca nalsobecreate edaschildobje ectsofotherter rms. Atermsetis sagroupofrela atedtermsand isthescopeof amanagedme tadatacolumn. .Whenyouadd da managedmetadatacolumn ntoacontenttype,list,orlibra arythatwilluse etags,youspec cifythetermsetthat isusedinthecolumn.Eachmanagedmeta adatacolumnca anusetermsfromonlyonete ermset,andall terms intheterms setareavailable. Oneormore etermsetsarecontainedinatermgroup. Atermgroupisasecurityc containerthatm manageswhoca anmodifyterm msetsandterms s.Youcanspeci ify,for atermgroup,whohasperm missiontomodifythetermset tsandtermsinthetermgroup p.
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Oneormoretermgroupsarecontainedinatermstore. Atermstoreisthedatabasethatcontainsthetermsforamanagedmetadataserviceapplication.The scalabilityofamanagedmetadataserviceapplicationisrelatedtoperformance,butthefollowingguidelines shouldbeused: 1,000termsetspertermstore 30,000termspertermset 1milliontermspertermstore
Thekeywordsetisaflat,nonhierarchicaltermsetthatisusedtoapplytermstoenterprisekeywordcolumns.The managedkeywordcontroldisplayedbyanenterprisekeywordcolumnexposestermsfromthekeywordsetas wellasallothertermsetsthatareavailabletotheWebapplication.
Termsetscanbeglobalorlocal.Aglobaltermsetiswhatyouhavebeenexaminingthusfaratermsetthatis maintainedusingtheTermStoreManagementToolandavailabletoallWebapplicationsthatconnecttothe serviceapplication.
Alocaltermsetismaintainedinthetermstore,butitiscreatedandmanagedinasitecollection,ratherthanin theTermStoreManagementTool.Theresultingtermsetisavailabletoallsitesinthesitecollectionbutnotto othersitecollections.Usingalocaltermsethasadvantagesoverlegacymethodsfortaggingdataforexample, choiceandlookupfieldsbecausethelocaltermsetismaintainedbythemanagedmetadataservice,soyoucan definesynonymsandmanagetermsjustasyouwouldaglobaltermset.Userswhoaresitecollection administratorshavepermissionstocreatelocaltermsets.
TermStoreDesign
Becausepermissionstomodifytermsareappliedatthetermgrouplevel,andbecauseSharePoint2010supports multitenancyforthemanagedmetadataserviceapplication,mostorganizationsneedonlyonetermstore.
Mostorganizationsmaintainonlyonemanagedmetadataserviceapplication,andthereforeonetermstore. However,itispossibletodeploymorethanonemetadataapplication.Forexample,theResearchand DevelopmentdepartmentmaywanttomaintainaseparatetermstoretocontaintermsrelatedtoR&Dandto productsunderdevelopment.WebapplicationsthatdonotconnecttotheR&Dtermstore donothaveanyvisibilityintothoseterms.TheR&Ddepartmentcanconnecttoitsowntermstoreandto theenterprisetermstoresothatitscontentcanbetaggedbothwithtermsthatarecommontotheentire organizationandwithtermsuniquetoR&D.AWebapplicationcanconnecttozeroormoremanagedmetadata serviceapplications.
Thekeypointisthataseparatemanagedmetadataapplicationcreatesacompletelypartitionedtermstore.In otherwords,separatetermstorescreatesecurityisolationofdata.FarmadministratorsgiveWebapplications visibilityintoappropriatetermstoreswhentheyconnectWebapplicationstomanagedmetadataservice applications.
An alternative to separate term stores hosted by separate managed metadata service applications is to implement multitenancy. Multitenancy is beyond the scope of this course, but in sum it allows a single databasetobepartitionedbetweencustomers.
Perhapsamoreimportantdrivertowardmultipletermstoresisthefactthatseparatemetadataapplicationsand termstoresprovidevariouslevelsofscalability.Webapplicationsinthefarmandfromotherfarmsconnecttothe termstore,soif,forexample,youneedatermsettospanmultiplefarmsbutothertermstoresareusedonly withinonefarmandperhapscontaintermsthatyoudonotwantvisible
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toenterprisekeywordfieldsintheotherfarmyoushouldcreateaseparatemetadataapplicationandterm storetopublishtobothfarms.
AdditionalReading
Plantermsandtermsets(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=197215&clcid=0x409.
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Be enefitsofthe eManagedM MetadataServ vice
Te erms
Yo oucanusethem managedmetad dataservicetopracticeenterp prisemetadatamanagement.A Asdiscussedina a pr revioustopic,m metadataalsoknownasattrib butes,propertie es,fields,colum mns,terms,tags,andkeywordsisa cr riticalcomponentoftaxonomy yandthereforeofinformation narchitecture. Te erminologyAbo outTerms Th hetermyouhearmostinrelat tiontothemanagedmetadata aserviceisterm m.Atermisawo ordorphraseth hatcan be eusedasanatt tributeforcontent.Whenpeoplerefertotaxo onomy,theyar regenerallyrefe erringtostructured, ce entralized,andmanagedterms s.Acloselyrelat tedconceptisf folksonomy,wh hichisusedtore efertousergen nerated ta ags.
Te ermscanbema anagedandcontrolledinavarietyofwayssot thatanenterpr risecanexposeamanaged ta axonomywhileallowinguserg generatedtags( (folksonomy).A Ataxonomyand dfolksonomyth hataredesigned dand managedtosupp m porttherequire ementsofabusinesscanallow winformationar rchitecturetog groworganically yand ch hangeovertime e. Ap pplyingTerms( (Tagging) Onceyouhaveta agswhetherstructuredorus serdrivenyou umustbeready ytosupporttag ggingthetaskof ssigningdescrip ptors(metadata)tocontent.Sh harePointrefers stotaggingwit hseveralterms s,eachofwhich hare as so omewhatambig guousandarethereforeusedd differentlyindif ts. fferentcontext
Co ontenttaggingorsocialtaggin ngistheadditio onoftermstoco ontenttodescr ribewhatitis,w whatitcontains s,and whatitdoes.Thisisincontrastt w toexpertisetag gging,whichist theassociation oftermswitha aperson,todes scribe whatthepersondoes,whatpro w ojectsthepersonworkson,and dwhatskillsthe epersonhas.
Ta agsinSharePoin ntcanbepublic corprivate.The eycanbeassign nedmanuallyby yauserorauto omatically.
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UsingTerms TagsareeverywhereinSharePointServer2010.Youcantagitems,documents,pages,andsitesfromthe SharePointWebinterfaceorbyusingSharePointawareapplicationssuchasMicrosoftOffice2010.
One of the primary reasons to tag content is to make it easier to locate by browsing or by searching. SharePointusestagstoprovidemetadatadrivennavigationandfilteringandtoproduceatagcloudcontrol. Tagscanbeusedassearchrefiners,andtagscanbeusedbytheroutingrulesoftheContent Organizerto routecontenttotheappropriatelocation.
BenefitsoftheManagedMetadataService
Themanagedmetadataserviceoffersfeaturesthatareimportantforcreatinganenterpriseinformation architecture:
Managedmetadataseparatesthemanagementoftermsthemselvesfromthecolumnsthatusetheterms. Youcandelegatetermmanagementtolibrarianroles,representedbythetermgroupsContributorand GroupManagerroles. Youcansupportmultiplelanguages.Afteryouhaveinstalledalanguagepack,youcanaddinstalled languagesasworkinglanguagesforatermset.Then,youcanselectatermandspecifythedefaultlabeland otherlabelsforeachworkinglanguage.Unlikethedefaultlanguage,youarenotrequiredtohavealabelfor everyterminaworkinglanguage. Managedtermsencouragemoreconsistentuseofterminology.Termsareavailableacrosscontenttypes, sitecollections,Webapplications,andevenfarms.Termsarefindable,thankstothetermsuggestionsand termpickerthatareinherentinthemanagedmetadatacontrol.Finally,termsareusedmoreaccurately becausetheyarepresentedinthecontextoftheirtermsetandcanbefoundusingsynonymsand abbreviations. Termsaredynamic.Assoonasakeywordortermisaddedtothetermstore,itisavailabletoall enterprisekeywordormanagedmetadatacolumnsinallWebapplicationsthatconnecttothemanaged metadataserviceapplication.Changestoterms,includingnewlabels,synonyms,andmergedterms, cascadethroughthesystem. Managedmetadatacanbeusedtorefinesearchresultsandprovidemetadatabasednavigationsothat userscanlocatecontentmoreefficiently.
Extensibility
Thereisnooutoftheboxfeaturethatconnectsthemanagedmetadataservicetoexternaldatasourcesorterm stores.
However,themanagedmetadataserviceisextensible.Youcanexpectnumeroussolutionstobedevelopedby independentsoftwarevendorsandbythecommunity.Toolswillbeavailabletomigrateenterprisetaxonomy fromothersourcesintothemanagedmetadataserviceandtointegratethemanagedmetadataservicewith othertaxonomymanagementtools.
AdditionalReading
Managedmetadataoverview(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=197216&clcid=0x409.
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SharePointBootCamp
ContentTypeSyndication

Itiscommontha atsitesindiffere entsitecollectio onsrequiresim ilarcontenttyp pes.Forexample,theLegal epartmentatCo ontosocreatesatemplatefor nondisclosurea agreements(ND DAs)andacont tenttypeforND DAs de th hatusesthetem mplateanddeclaresallnewND DAsasrecords.E EachofContoso osbusinessuni itshasSharePointsite co ollectionswithd documentlibrariesinwhichND DAsaremainta ined.Theconte enttypecanbepublished,ina mannerofspeak m king,fromtheLe egaldepartmen nttoallContoso obusinessunits s.
Sh haringcontentt typesacrosssite ecollections,W Webapplications s,andfarmsisq quitechallengin ngin Sh harePoint2007.Themanagedmetadataservi icemakesiteas syinSharePoint t2010.
Ea achmanagedm metadataservice eapplicationha asaContentTyp peHubpropert tythatspecifies stheURLofasite co ollectionfromw whichtopublish hcontenttypes.AllotherWeb bapplicationsth hatconnecttot themanaged metadataservice m ereceivecopies softhecontent ttypefromthe contenttypeh ub,andupdate esmadeatthehub ca anbepropagate ed.
Yo oumustcomple eteseveralstep pstopublishcon ntenttypes.The eyaredescribedinthesection nsthatfollow.
Co onfiguretheServiceApplication
Ea achmanagedm metadataservice eapplicationha asaContentTyp peHubpropert tythatspecifies stheURLofasite co ollectionfromw whichtopublish hcontenttypes.
Co onfiguretheCo ontentTypeHub bofaManaged dMetadataSe erviceApplicatio on 1. InCentralAd . dministration,in ntheApplicatio onManagemen ntsection,click kManageservic ce applications s.
2. Clicktherow . wofthemanage edmetadatase erviceapplicatio on.
Donotclickthenameofth heserviceapplic cation.Thenam meisalinkthat openstheTerm mStore Managemen ntTool.
3. Ontheribbo . on,clickPropert ties.
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4. IntheContentTypehubbox,typetheURLofthesitecollectionfromwhichtheserviceapplicationwill consumecontenttypes.
5. SelecttheReportsyndicationimporterrorsfromSiteCollectionsusingthisserviceapplication checkbox,andthenclickOK.
WhenaWebapplicationtriestoimportthecontenttypesfromitsmanagedmetadataserviceapplications andencountersanerror,theerrorisalwaysloggedtothatWebapplication.Thisoptioncreatesasecond errorassociatedwiththecontenttypehubsitecollectionsothatimporterrorsfromallsubscribersitesare centralizedandcanbeviewedinoneplace:thehub.
ConfiguretheServiceApplicationConnection
Whereastheserviceapplicationcontrolswhethercontenttypesarepublished,andfromwhichsitecollection,the applicationconnectioncontrolswhetherWebapplicationsusingthatconnectionsubscribetothecontenttypes thatarebeingpublished.
ConfigureContentTypeSubscriptionforaManagedMetadataServiceApplicationConnection 1. InCentralAdministration,intheApplicationManagementsection,clickManageservice applications.
2. Clicktherowofthemanagedmetadataserviceapplicationconnection.
Donotclickthenameoftheserviceapplicationconnection.ThenameisalinkthatopenstheTerm StoreManagementTool.
3. Ontheribbon,clickProperties.
4. SelecttheConsumescontenttypesfromtheContentTypeGallerycheckbox.
PublishtheContentType
Afterasitecollectionhasbeendesignatedasacontenttypehub,contenttypesinthesitecollectioncanbe publishedtothemanagedmetadataserviceapplication,andtherebymadeavailabletootherWebapplications thatusethatmanagedmetadataserviceapplication. PublishaContentType 1. Inthecontenttypehubsitecollection,clickSiteActions,andthenclickSiteSettings.
2. ClickSitecontenttypes.
3. Clickthecontenttypethatyouwanttopublish.
4. ClickManagepublishingforthiscontenttype.
5. ClickPublish,andthenclickOK.
YoucanusethesameManagePublishingForThisContentTypecommandtorepublish,orupdate,acontent typeandtounpublishacontenttype.
RuntheTimerJobs
Twotimerjobsareresponsibleforcontenttypesyndication.TheContentTypeHubjobfindsnewcontenttypesin thedesignatedcontenttypehub.TheContentTypeSubscriberjobthereisoneforeachWebapplicationinthe farmimportscontenttypesfromthecontenttypehubofeachmanagedmetadataserviceapplicationtowhich theWebapplicationsubscribes. ManuallyRunTimerJobsforContentTypeSyndication Ifyoudonotwanttowaitforcontenttypesyndicationjobstorun,youcanrunthemmanuallyby completingthefollowingsteps:
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1. InCentralAdministration,clickMonitoring.
2. ClickReviewjobdefinitions.
3. ClickContentTypeHub.
4. ClickRunNow.
5. Waitafewmomentsforthejobtocomplete.
Optionally,youcanclickContentTypeHubtoreturntothejobdefinition.Refreshthepageandmonitor theLastruntimeproperty.Whenitupdatestothecurrenttime,thejobiscomplete.
6. ClickContentTypeSubscriberontherowforthesubscriberWebapplication.
7. ClickRunNow.
8. Waitafewmomentsforthejobtocomplete.
Optionally,youcanclickContentTypeHubtoreturntothejobdefinition.Refreshthepageandmonitor theLastruntimeproperty.Whenitupdatestothecurrenttime,thejobiscomplete.
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ManageMana M agedMetada ataServiceAp pplications
CreateandConfigureaMa anagedMetad dataServiceA Application

Yo oucanusetheF FarmConfigura ationWizardtocreateamanag gedmetadataserviceapplicati ion,ifthefarmdoesnot alreadyhaveone e.
reateaManage edMetadataSe erviceApplicati ionUsingCentr ralAdministrat tion Cr Fa armadministrat torscancreateamanagedmetadataservicea applicationbyf followingthispr rocedure:
1. InCentralAd . dministration,in ntheApplicatio onManagemen ntsection,click kManageservic ce applications s.
2. Ontheribbo . on,clickNew,andthenclickM ManagedMetad dataService.
TheCreateN NewManagedM MetadataServicedialogappea ars.
3. IntheName . ebox,typethen nameforthese erviceapplicatio on.
Theservicea applicationcrea atedbytheFarmConfiguratio nWizardisManagedMetadat taService.Ifyou uare manuallycre eatingthefirstmetadataappli icationinyourf farm,youcanu usethesamena amesothattheresult looksfamilia artoSharePoint tadministrators.
Alternately,youcanconsid derusinganame esuchasMana agedMetadataS ServiceApplication,whichism more tisaserviceapp plication,aftera all. accurateit
4. IntheDatab . baseNamebox, ,typeanamefo orthedatabase e.
Thedatabas secreatedbyth heFarmConfigu urationWizardiisManagedMe etadataService_ _GUID.Ifyouar re manuallycre eatingthefirstmetadataappli icationinyourf farm,youcanu useasimilarnam me,perhapswit thout theGUIDco omponent,soth hattheresultlooksfamiliartoS SharePointadm ministrators.
5. IntheApplic . cationPoolsect tion,selectane existingapplicat tionpool.Alternately,createa anew applicationp poolandselectorcreateamanagedaccount fortheapplica tionpoolidentity.
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6. Optionally,intheContentTypehubbox,entertheURLtothesitecollectionthatwillserveasthecontent typehub.
7. ItisrecommendedthatyouselecttheReportsyndicationimporterrorsfromSiteCollectionsusingthis serviceapplicationcheckbox.
WhenaWebapplicationtriestoimportthecontenttypesfromitsmanagedmetadataserviceapplications andencountersanerror,theerrorisalwaysloggedtothatWebapplication.Thisoptioncreatesasecond errorassociatedwiththecontenttypehubsitecollectionsothatimporterrorsfromallsubscribersitesare centralizedandcanbeviewedinoneplace:thehub.
8. Whenyoucreateanewmanagedmetadataserviceapplication,aconnectiontothenewlycreatedmanaged metadataserviceisautomaticallycreatedinthesameWebapplicationastheservice.Ifyouwantthat connectiontobeaddedtothedefaultapplicationconnectiongroup,selecttheAddthisserviceapplication tothefarmsdefaultlistcheckbox.ClickOK.
CreateaManagedMetadataServiceApplicationUsingWindowsPowerShell UsetheNewSPMetadataServiceApplication cmdlettocreateamanagedmetadataserviceapplication:
NewSPMetadataServiceApplicationApplicationPool"<ApplicationPoolName>"Name"<ServiceName>"DatabaseName "<DatabaseName>"DatabaseServer"<DatabaseServerName>"HubUri"<HubURI>"
Where:
<ApplicationPoolName>isthenameofanexistingapplicationpoolinwhichthenewmanaged metadataserviceshouldrun. <ServiceName>isthenameofthenewmanagedmetadataservice. <DatabaseName>isthenameofthedatabasethatwillhostthetermstore.Eachmanagedmetadataservice mustuseauniquetermstore. <DatabaseServerName>isthenameofthedatabaseserverthatwillhostthetermstore. <HubURI>istheURLofthesitecollectionthatcontainsthecontenttypelibrarythatthenew managedmetadataservicewillprovideaccessto.
AconnectiontothenewlycreatedmanagedmetadataserviceisautomaticallycreatedinthesameWeb applicationastheservice. UpdateaManagedMetadataServiceApplicationUsingCentralAdministration 1. InCentralAdministration,intheApplicationManagementsection,selectManageservice applications.
2. Selecttherowthatcorrespondstotheservicetoupdate.

Note:DonotselecttherowbyclickingintheNamecolumn.Clickingthenameofthemanagedmetadata serviceopenstheTermStoreManagementTool.Instead,clickinanothercolumninthesamerow.
Youcanthenchangeanypropertiesoftheserviceapplication.
UpdateaManagedMetadataServiceApplicationUsingWindowsPowerShell UsetheSetSPMetadataServiceApplicationcmdlettoupdatepropertiesofamanagedmetadataservice application:
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SetSPMetadataServiceApplicationIdentity"<ServiceApplication>"HubURI"<HubURI>"
Where:
<ServiceApplication>isthenameofthemanagedmetadataserviceapplicationthatyouare modifying. <HubURI>istheURLofthesitecollectionthatcontainsthecontenttypelibrarythatthenew managedmetadataservicewillprovideaccessto.
DeleteaManagedMetadataServiceApplication YoucandeleteamanagedmetadataserviceapplicationbyusingtheManageServiceApplicationspage.Click Deleteontheribbon.
PublishandConnecttoManagedMetadataServiceApplicationsAcrossFarms SharePoint2010supportspublishingsomeserviceapplicationsacrossfarms.Themanagedmetadataserviceis onesuchapplication.SeeModule8,ConfiguringandSecuringSharePointServicesandServiceApplications,for moredetails.
AdditionalReading
Create,update,publish,anddeleteamanagedmetadataserviceapplication(SharePointServer 2010)athttp://go.microsoft.com/fwlink/?LinkID=197217&clcid=0x409.
ConfigureaManagedMetadataServiceApplicationConnection
Webapplicationsmustconnecttoamanagedmetadataserviceapplicationtohavetheopportunitytouse termsetsinthetermstoreandtosubscribetocontenttypesfromthecontenttypehub.
Previously,youlearnedthatapplicationconnectionsprovideawayforaWebapplicationtoconnecttoaservice application.Applicationconnections,alsocalledproxies,aregroupedintoconnectiongroups,alsocalledproxy groups.Typically,Webapplicationsconnecttoservicesusingconnectionsthatarepartofadefinedconnection groupthatcanbeusedbyotherWebapplications.Thefarmhasadefaultconnectiongroup,andyoucancreate additionalconnectiongroups.YoucanalsodefineacustomconnectiongroupforasingleWebapplication,and thiscustomconnectiongroupwillnotbeavailableforotherWebapplications.
Tousemanagedmetadata,aWebapplicationmusthaveaconnectiontoamanagedmetadataservice.AWeb applicationcanhaveconnectionstomultipleservices,andtheservicescanbelocaltotheWebapplicationthat is,inthesamefarmastheWebapplicationorremotethatis,inanotherfarm.
Whenyoucreateamanagedmetadataservice,aconnectiontotheserviceiscreatedautomaticallyinthesame Webapplicationastheservice.Asyoulearnedinaprevioussection,whenyoucreateamanagedmetadata service,theconnectionisaddedtothedefaultconnectiongroupunlessyoucleartheAddThisServiceApplication ToTheFarmsDefaultListcheckbox.
Youdonotneedtoandcannotcreateadditionalconnectionstoamanagedmetadataserviceinthelocal farm.However,ifyouwanttoconnecttoamanagedmetadataserviceinaremotefarm,youmustcreatea connection.InCentralAdministration,ontheManageServiceApplicationspage,clickConnect,andthenclick ManagedMetadataService.Theprocessofconnectingtoserviceapplicationsinremotefarmsisdetailedin Module8.
Afteraconnectiontoamanagedmetadataservicehasbeencreated,youcanconfigurethefollowingfouroptions:
Defaultkeywordlocation.Ifselected,Webapplicationsusingthisconnectionstorenewenterprise keywordsinthekeywordsetinthetermstoreassociatedwiththismanagedmetadataservice.
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IMPORTANT:ForagivenWebapplication,donotmakemorethanoneconnectionthedefaultkeyword location.Ifnoconnectionisspecifiedasthedefaultkeywordlocation,userscannotcreatenewenterprise keywords.
Defaulttermsetlocation.Webapplicationsusingthisconnectionstorelocaltermsetscustomterm setscreatedforsitecolumnsinsitecollectionsintheWebapplicationinthismanagedmetadata servicestermstore. IMPORTANT:ForagivenWebapplication,donotdefinemorethanoneconnectionasthedefaulttermset location.Ifnoconnectionisspecifiedasthedefaulttermsetlocation,userscanspecifyonlyanexistingterm setwhentheycreateasitecolumnwhosedatatypeismanagedmetadata.
Useofcontenttypes.Youcanusethisoptiontodecidewhethertomakethecontenttypesthatare associatedwiththismanagedmetadataservice(ifany)availabletousersofsitesinthisWebapplication.This optionisavailableonlyiftheservicehasahubdefinedtosharecontenttypes. Pushingdowncontenttypepublishingupdatesfromthecontenttypegallerytosubsitesandlistsusing thecontenttype.Usethisoptiontoupdateexistinginstancesofthechangedcontenttypesinsubsitesand libraries.
UpdateaManagedMetadataServiceApplicationConnectionUsingCentralAdministration 1. InCentralAdministration,intheApplicationManagementsection,selectManageservice applications.
2. Selecttherowthatcorrespondstotheserviceapplicationconnectiontoupdate.
DonotselecttherowbyclickingintheNamecolumn.Clickingthenameofthemanagedmetadataservice openstheTermStoreManagementTool.Instead,clickinanothercolumninthesamerow.
Youcanthenchangeanypropertiesoftheserviceapplicationconnection.
AdditionalReading
Create,update,anddeleteamanagedmetadataserviceconnection(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=197218&clcid=0x409. Plantoshareterminologyandcontenttypes(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=197219&clcid=0x409.
MultipleManagedMetadataServiceApplications
Thedesignofmanagedmetadataserviceapplicationsisbeyondthescopeofthiscourse;however,itisworth rememberingthateachmanagedmetadataserviceapplicationprovidesadistincttermstore,givingthe opportunitytodelegateadministrationdistinctly.Eachmanagedmetadataserviceapplicationalsopublishesone contenttypehub.
Mostenterprisesuseonemanagedmetadataservicetheprimarymanagedmetadataservicetoprovide enterprisetaxonomyservicestoeveryWebapplication.Theprimarymanagedmetadataservicesupportsthe defaultkeywordsetandisthetermsetlocationforallsitespecific(local)termsets.
Youcandeployadditionalmanagedmetadataserviceapplicationstopublishcontenttypesfromadditional hubs.Occasionally,youmightdeployadditionalmanagedmetadataserviceapplicationstoprovidespecific termstores.
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AdditionalReading
Plantoshareterminologyandcontenttypes(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=197219&clcid=0x409. Managedmetadataserviceapplicationoverview(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=197220&clcid=0x409.
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Ro oles,Capabilit ties,andPerm missions

Anumberofrole es,capabilities,andpermissionsdetermineau usersabilitytomodifyoruset termsinatermstore.
adataserviceap pplicationandit tstermstoreca anbemodifiedd directly,withCentral Amanagedmeta dministrationortheTermStor reManagementTool,andbys siteadministrato orsandenduse ersonasite. Ad
ModifytheTermStorefrom M mCentralAdministration
Fa armandservice eapplicationadministratorscanperformtasks srelatedtomanagedmetadat taservice ap pplicationsbyu usingtheManag geServiceAppli icationspageof fCentralAdmin nistration. ModifytheTerm M mStorewiththe eManageServi iceApplications sPage Th hefollowingrol lescanperform mtasksrelatedto omanagingma anagedmetadat taserviceapplic cationsand co onnections:
FarmAdmin nistrators.Farm madministrators scancreateand dconnecttomanagedmetada ataservice applications sandtermstore es,candeleteamanagedmeta adataserviceap pplicationorconnection,cana assign permissionstotheservice,andcanmanag getheTermSto oreAdministrato orsrole. ServiceApplicationAdministrators.Afarm madministrato orcandelegatea administrationofa eapplicationtouserswhoaren notfarmadmin nistrators.Aserv viceapplication n managedmetadataservice administrato orforamanage edmetadataserviceapplicatio onhasfullcontr rolovertheapp plicationandthe erefore canmodifya anypropertyof fthemanagedm metadataservic ceapplicationa andcanevende eletetheapplic cation.
ModifytheTerm M mStorewiththe eTermStoreM ManagementTo ool Th hefollowingrol lescanperform mtasksonthete ermstorebyusiingtheTermSt toreManageme entTool:
Contributors s.Atermgroup psContributors shavefullperm missiontoeditte ermsandterms sethierarchiesinthe termgroup.Contributorscandothefollow wingwithinate ermgroup:
Create,rename,copy,reuse,move,anddeleteterm sets.
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Modifyalltermsetproperties. Create,rename,copy,reuse,merge,deprecate,move,anddeleteterms. Modifyalltermproperties
GroupManagers.AtermgroupsGroupManagershaveContributorpermissionsplustheabilitytoimport termsets.GroupManagerscanalsoadduserstotheContributorsrole.
TermStoreAdministrators.TermStoreAdministratorshavefullcontroloverthetermstore.TermStore AdministratorscanperformallactionsofGroupManagers,cancreateanddeletetermgroups,andcan assignuserstotheGroupManagersrole.TermStoreAdministratorscanalsomodifythedefaultandworking languagesofatermset.
ModifytheTermStorefromaSite
Youcanmodifyatermstorefromasiteaswell.
ModifytheTermStorewithManagedMetadataandKeywordControls Alluserscanmakechangestothetermstoreinthecontextofataskbyinteractingwiththemanaged metadataandmanagedkeywordcontrols.
Presumingthatauserhaspermissiontochangeanitemordocumentthatusesamanagedmetadatacolumn oranenterprisekeywordscolumn,theusercandothefollowing:
Addtermstoatermset.Byusingthemanagedmetadatacontrol,ausercanaddatermtoatermset.The termsetmusthaveanopensubmissionpolicy,themanagedmetadataserviceapplicationmustallowwrites tothetermstore(partoftheRestrictedconnectionpermission),andthecolumnmustallowfillinchoices. Addkeywordstothekeywordset.Byusingthemanagedkeywordcontrol,ausercanaddakeywordtoa keywordset.TheWebapplicationmusthaveamanagedmetadataserviceapplicationconnectionthat designatesthemanagedmetadataserviceapplicationasthedefaultstoragelocationforkeywords.The managedmetadataserviceapplicationmustallowwritestothekeywordset(partoftheRestricted connectionpermission),andthecolumnmustallowfillinchoices.
ModifytheTermStorewiththeManagedColumnPropertiesPage Auserwithpermissiontoaddormodifycolumnscandothefollowing:
Createalocaltermset.Anadministratorofasitecancreatealocaltermsetthatisavailableonlytositesin thesitecollection.Thislocaltermset,alsocalledasitecollectiontermsetoracolumnspecifictermset,is storedinthemanagedmetadataservicetermstorespecifiedbytheWebapplicationsconnectionsasthe defaulttermsetlocation.Thedefaulttermsetlocationmustbespecified,andtheusermusthavepermission tocreateormodifycolumnsinthesite.
InformationalRoles
ThetermsetOwner,Contact,andStakeholderspropertiesareinformationalonly.Theyareusedtodocument individualsandgroupsthathaveaninterestinthetermset.Thepropertiesdonotconveyanypermissionofany kind.
However,theContactemailaddressisusedtocreateaSubmitFeedbacklinkinthemanagedkeywordcontrol sothatuserscanproposechangesorrequestnewtermsbyemail.
UseTerms
Numeroustaskscanbeperformedthatusemanagedmetadata.Thesetasksareperformedintheuser interfaceandsecuritycontextofthetask.
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Createnewmanagedmetadatacolumns.Userswithpermissiontocreatecolumnscancreateamanaged metadatacolumnthatvalidatesitstermsagainstalocalorglobaltermset.
Addmanagedmetadatacolumnstocontenttypes.Userswithpermissiontocreatecontenttypescancreate acontenttypethatincludesamanagedmetadatacolumnoranenterprisekeywordscolumn.
AddmanagedmetadatatoSharePointdocumentsanditems.Userswithpermissiontocreateormodify contentcanusethemanagedmetadatacontrolandmanagedkeywordcontrolinmanagedmetadata columnsandenterprisekeywordcolumns,respectively,totagcontent. AddenterprisekeywordstononSharePointitems.Ifsocialtaggingisallowed,userscanaddtagsfromthe keywordsettononSharePointitems,suchasexternalWebsitesorblogposts. Createandrefinequeriesbasedontermsets.Userscanusetermsintermsetsinsearchqueries,and,when alistofsearchresultsisreturned,theycanusetermsintermsetstocreaterefinersfiltersthatnarrow downsearchresults.
ConnectionPermissions
Amanagedmetadataserviceapplication,bydefault,allowsallWebapplicationsthatconnecttoittohavefull accesstothetermstore.Withthisdefault,allWebapplicationsconnectingtothemanagedmetadataservice applicationcanperformalloftheactivitieslistedpreviously.
SomescenariosmayrequirerestrictingthecapabilitiesofspecificWebapplications.Tosupportthese scenarios,amanagedmetadataserviceapplicationhasconnectionpermissions. ConfigureConnectionPermissions ConnectionpermissionsareconfiguredinCentralAdministrationontheManageServiceApplicationspage.
1. InCentralAdministration,clickApplicationManagement.
2. Clicktherowofthemanagedmetadataserviceapplication.
Donotclickthenameoftheserviceapplication.ThenameisalinkthatopenstheTermStore ManagementTool.
3. Ontheribbon,clickPermissions.
Bydefault,theLocalFarmgrouphasFullAccessToTermStorepermission.TheLocalFarmgroupincludesallapp poolsforallWebapplicationsinthefarm.Torestrictpermissions,youmustfirstremovethepermissionassignedto LocalFarm.YoucanthenaddindividualWebapplicationapppoolaccountsandassignpermissionstothe accounts.
Connectionpermissionsareasfollows:
ReadAccessToTermStore.Thispermissiongrantsreadaccesstothetermstoreandcontenttypesthatare associatedwiththemanagedmetadataservice.AWebapplicationwiththispermissiontothemanaged metadataservicecanusetermsandcontenttypesfromthemanagedmetadataservicebutcannotmakeany changes.
ReadAndRestrictedWriteAccessToTermStore.ThispermissiongrantsReadaccesstothetermstoreand contenttypesthatareassociatedwiththemanagedmetadataservice.Additionally,thispermissiongrants theabilitytocreatelocaltermsetsandtoaddtermstoopentermsets,andpermissiontocreateenterprise keywords.AWebapplicationwiththispermissioncanallowuserstocreatelocaltermsets,toaddkeywords, andtoaddtermstoopenglobaltermsets.
FullAccessToTermStore.ThispermissiongrantsReadandWriteaccesstothetermstoreandReadaccessto contenttypesthatareassociatedwiththemanagedmetadataservice.AWebapplication
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withthispermissioncanpublishcontenttypestothecontenttypehubandcanmanagetermsandterm sets.
Toreiterate,thedefaultpermissionforallWebapplicationsisFullAccessToTermStore.Withthis permissioninplace,auserscapabilitiesaregovernedbypermissionsonthetermstore,onthesite collection,andoncontentinthesite. Anypermissionmorerestrictivethanthislimitstheactivitiesthatwerelistedearlierinthistopic.The followingtablesummarizesconnectionpermissions.
Action
Viewtermsandtermsets
Read Yes
Restricted
Yes Yes Yes Yes Yes Yes Yes
Full Yes Yes Yes Yes Yes Yes Yes Yes Yes
Addexistingtermsandexistingenterprisekeywordstodocumentsandlistitems Yes Bindcolumnstoexistingtermsets
Yes Yes
Viewandusecontenttypesfromthecontenttypehub(iftheservice providesahub) Addnewtermstoopentermsets
Createnewenterprisekeywords(iftheconnectionisconfiguredtoenablethis) Createlocaltermsets(iftheconnectionisconfiguredtoenablethis) Addandmodifycontenttypesinthecontenttypehub(iftheservice providesahub) Managetermsandtermsets(iftheuserisauthorizedtodothis)
AdditionalReading
Plantoshareterminologyandcontenttypes(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=197219&clcid=0x409. Managedmetadataserviceapplicationoverview(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=197220&clcid=0x409.
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LabB:Conf figuringM ManagedM Metadata a
Sc cenario
Th heknowledgem managementte eamatContoso isexcitedabou uttheabilityofS SharePoint201 10tosupportan n en nterprisetaxonomy.Theyhave easkedyoutop prototypethef unctionalityof themanagedm metadataservic ceand of fterms.
Ex xercise1:Con nfiguringandI Implementing gManagedM Metadata

In nthisexercise,y youcreateater rmsetofdepart tmentsatConto oso.Youusethe etermsetasm metadataina lis stthathelpsyou ukeeptrackofhelpdesksupp portrequests.Th he maintasksforthisexercisearea m asfollows: 1. AssignTermSetAdministrators. .
2. Createagroup,atermset,andterms. .
3. Addamanag . gedmetadatac columntoalist. .
4. Additemsw . withmanagedm metadata.
5. Configuremetadatanavigation. .
Tas sk1:Assign Term mStoreAdminist trators
InCentralAd dministration,a assignCONTOSO O\SP_Adminas saTermStoreA Administrator.
Task2:Createagro atermset,,andterms oup,
InTermStor reManagement,createanew groupnamedO Organization. Createanew wtermsetnam medDepartment.Configurethe etermsetwithaclosedsubmissionpolicy. Addtermsfo orthefollowing gdepartments:Marketing,Fin ance,IT,andSa ales.
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Task3:Addamanaged metadata columntoalist
OpenInternetExplorer,andthenbrowsetohttp://intranet.contoso.com/sites/IT. CreateanewcustomlistnamedSupportRequests. CreateasinglelinetextcolumnnamedUserName. CreateamanagedmetadatacolumnnamedDepartmentusingtheDepartmenttermset. CreateamanagedmetadatacolumnnamedRequestTypeusingacustomtermset.Configurethecustom termwithanopensubmissionpolicy.
Task4:Additems withmanagedmetadata
AddthefollowingitemstotheSupportRequestslist:
Title
CreateanewaccountforAndyRuth ResetpasswordforChristaGeller Problemstartingcomputer CreateanewaccountforSeanChai ResetpasswordforLolaJacobsen
User Name AndyR ChristaG FrankM SeanC LolaJ
Department Finance IT Marketing Sales Sales
RequestType
NewUser PasswordReset DesktopSupport NewUser PasswordReset
Tip:ToaddanewtermyoumustaddittothetermstorebyclickingtheBrowseForAValidChoiceicon, andthenclickingtheAddNewItemlink.
Tip:UsetheSuggestionslisttoenterdepartmentswithouthavingtotypetheentiredepartmentname.
Task5:Configuremetadatanavigation
ConfigurethemetadatanavigationsettingsoftheSupportRequestlistsothatDepartmentand RequestTypearetheselectedhierarchyfields. ObservethetreeviewbelowtheQuickLaunch.ClickthetermsintheDepartmentandRequest Typetermsetstofilterthelist. Results:Afterthisexercise,youshouldhavecreatedtermsetsandaSupportRequestlistwithmanaged metadatacolumns,andyoushouldhaveconfiguredmetadatanavigationtofilterthelist.
Whenyoufinishthelab,revertthevirtualmachinesbacktotheirinitialstate.Todothis,completethe followingsteps:
Onthehostcomputer,startMicrosoftHyperVManager. RightclickthevirtualmachinenameintheVirtualMachineslist,andthenclickRevert. IntheRevertVirtualMachinedialog,clickRevert.
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ReviewQuesti ions
1. Whydoeslis . stthrottlingben nefittheuserso ofaSharePoint farm?
2. Whataretheadvantagesof . fusingRBSwith hSharePoint?
3. Whatadvantagedoesthem . managedmetad dataservicepro ovidetoanente rprisethatisimplementingan e m n informationarchitecture.
4. Whataretheadvantagesof . fusingmetadat tanavigation?
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Module9
PlanningManagedMetadata
Contents:
Lesson1:MetadatainSharePoint2010 Lesson2:OverviewofContentTypes Lesson3:MappingManagedMetadatatoBusinessRequirements Lab:PlanningManagedMetadata
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Modu uleOverv view

Whenyouaddm W metadatatoitem msordocument ts,youcancate egorizeorclassi ifyitemstoprov videadditionalcontext, or rfilteritemstofindrelevantm materialmoreea asily.Youcana lsosearchonm metadatavalues sorusemetada atato re efinesearchresults.Inthisway ymetadatacan improvesearch husefulnessand drelevancyand dprovideadditi ional co ontextforitems ssuchasdocum ments.
In nmostorganizations,themosteffectivewayt toimplementm metadataisthro oughadefinedt taxonomythatyou ha avestandardize edthroughstakeholderinput.T Thisenablesuse erstoselectme etadatatermsfr romapredefine edlist, whichprovidesstandardresults w s.
MicrosoftShare M ePoint2010als sohasthecapa abilitytofurther renhancethea applicationofm metadatabyusing co ontenttypes.Organizationscanusecontenttypestostandar rdizespecifictypesoffile,docu ument,orlistitem an ndincludemeta adatarequirements,documenttemplates,ret tentionsettings s,andworkflow wdirectly.
Objectives O
Describethe efunctionofma anagedmetada atainSharePoin nt2010. Describethe efunctionofco ontenttypesand dexplainhowt toapplythemto obusinessrequ uirements.
Matchthem managedmetad dataarchitectur reinSharePoint t2010tobusine essrequirements.
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PlanningM ManagedMetadata
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Lesson1
MetadatainSharePo M oint2010

To ounderstandho owSharePoint2 2010candelive erimprovement tsinorganizing gdata,youmust tunderstandth he pu urposeofmetadataandtheta axonomiesthat youcanuseto standardizethe emanagementofmetadata.Y Youmust alsounderstandhowtousetheManagedMeta adataServicein nSharePoint2010toimplemen ntthesetaxono omies.In ddition,itisimp portanttoknow whowfarmtopologyaffectsth heManagedMe etadataService e,becausemany y ad or rganizationswil llwanttocreatetaxonomiesth hatallteamsan ndalluserscan use.Conversely,youmaywan ntto cr reateataxonom myonlyforcertaingroupsorusers.
Objectives O
Identifyvalid dtaxonomystructures. Identifyoptionsformanage edmetadata. Identifyelem mentsintheter rmstore. Identifythecapabilitiesoft theManagedM MetadataServic ce. Planforman nagedmetadatainamultiplefarmenvironm ent.
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WhatAreT Taxonomies?
KeyPoints
WithinSharePoin W nt2010,anorga anizationaltaxo onomyisaclass sificationmecha anism,typically yhierarchicalinnature, whichuserswithinthatorganiza w ationcanapply todocumentso oritemsthatar reheldinShare ePointlibraries orlists.
Th hepurposeofim mplementingataxonomyisto oprovideamea nstoorganizea andclassifystor redcontent. Ta axonomiescanhelpuserswiththefollowingt tasks:
howtostoreinf formation. Identifyingh Identifyingw wheretofindin nformation. Identifyingt theintendedau udienceofinfor rmation. Identifyingt thepurposeofi information.
Whenyouplana W ataxonomy,you umustconsider rhowandwhy usersmaywan ttoclassifyoro organize co ontent.
Co ommontaxono omiesincludeth hefollowingsam mpleclassificati ons:
Geography,suchascountry y,region,office elocation,orsit te. Confidentiality,suchaspub blic,private,con nfidential,orse ecret. Department ts,suchasHumanResources,IT T,Manufacturin ng,orLogistics. . Projectsorp programs. Externaltaxonomiessucha asvendorsorcu ustomers.

Note:Itisimport tanttoengagestakeholderinp putsuchasget ttinginputfrom muserteamsto stablishtheclas ssificationandtaxonomyrequirementsofdiff ferentteams.Co onsiderholding g es st takeholdermee etingstohelpidentifythesereq quirements.
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Althoughyoushouldplanastartingtaxonomyandnominateindividualstocontrolthetaxonomy,youshould recognizethattaxonomystructuresareoftenorganicthatis,thestructuremaydevelopandchangeover time,withnewelementsaddedandotherelementsremoved.
UsingSharePoint2010,organizationsalsohavethecapabilitytocreatefolksonomies.Afolksonomyisamore flexiblewayoforganizingorcategorizingcontent,whichuserscanextendwithoutadministratorintervention.
Question:Whyisstakeholderinputimportanttohelpestablishthetaxonomy?
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WhatIsManag W gedMetadat ta?
KeyPoints
Metadataisinfor M rmationaboutf filesordocume ents.Forexamp ple,metadatafo oradocumentm mayincludethe e au uthorofadocumentorthedatethatthedocumentwaslast tchanged.InSh harePoint2010,youcanmanag ge metadatainavarietyofwaysan m ndstandardizey yourmetadata acrossseparate esites,sitecolle ections,Web ap pplications,and dfarmstocreatetaxonomieso orfolksonomies thathelpusers stoidentifyand dusecontentm more ef fficiently.
Metadatacanprovidethefollow M wingbenefits:
Youcanusemetadatatopr rovideadditionalreferenceso rcontexttoanitemorfile,andusersdonotneedto opentheite emtoseethisin nformation. Youcanusemetadatatoca ategorizeinform mation.Thiscat tegorizationcan nhelpwithfilte eringviewsand displayingre elevantinforma ation. Youcansearchformetadat taorkeywords. .Metadataisin ndexedandsear rchable,andyoucanusethesearch resultspagetofiltersearch hresultsbymetadatavalues.
emsbyusingen nterprisekeywo ordstoassistwi thsearch.Ente erprisekeyword dsarestoredas sasingle, Userscantagite at ordsthat all us serscan use an usuallyall u nd userscan updat Enterprisek te. keywordscan p provide a fla list of keywo fo olksonomyforcontentwithina anorganization.
Yo oucanprovideformorecontro olledmetadatausagebyusing gterms.Termsa areflatorhierarchicallistsoft text en ntriesthatyouc canuseasmeta adatainShareP Pointcolumns.F Forexample,yo oucanuseterm mstocreatecate egories or rclassifications fordocuments.Termsareofte enclosedsotha atonlyspecified duserscanupdatethelist,pro ovidinga co ontrolledtaxonomy.
Note:Youmustd distinguishbetw weentermsand dkeywords.Adm ministratorstyp picallypredefine eterms,whereas ke eywordsareoft tennotpredefin ned.Administra atorscanpromo otekeywordsto otermsbyusing gthetermstore managementtoo m ol.
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Youcancreatecontenttypestorepresentspecifictypesoffileordocument,suchasaprojectproposalora businessprocessdocument.Contenttypescanhaveaspecificdocumenttemplateinadditiontoasetofdefined columnsformetadata.Youcancreatecontenttypeswithinasitecollectionforuseonlyinthesamesitecollection, orpublishthesitecollectionasacontenttypehubsothatyoucanusethecontenttypesinmanysitecollections.
AdditionalReading
FormoreinformationaboutmanagedmetadatainSharePoint2010,see http://go.microsoft.com/fwlink/?LinkID=200885&clcid=0x409.
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In ntroducingTe erms andTerm mSets
KeyPoints
Sh harePoint2010providesmanagedmetadatai intheformoft erms,termsets s,termgroups,andtermsetowners. Th hefollowinglist texplainsthiste erminology:
Term.Aterm mistheindividu ualvalueorentrythatyouwan nttoprovideto ousersforusea asmetadata. Forexample e,atermmaybeanindividual officelocationoranindividua lidentificationcodeforaproject.
Termset.At termsetisalist tofrelatedterm ms.Forexample e,atermsetma aybealistofallofthecompan nys officelocatio onsoralistofa allprojectident tificationcodes. .Termsetsmay ybeaflatlistor rahierarchicallist. Youcanuseatermsetasth hetargetforam managedmetad datacolumntype.
Termgroup.Atermgroupisacollectionoftermsetsthat tprovidesaset ofaccesspermissions.Youpla an termgroups sbasedontheu userswhomust tbeabletoupd date,change,or rdeprecateterm msintermsets.
Termgroupmanager.Ater rmgroupmanagerisabletom makechangesto othetermset,s suchasaddingn new terms,depre ecatingterms,o orchangingper rmissionsforoth herusersonthe etermset. Contributor. .Acontributorisabletomake changestoterm msandtermse etswithinaterm mgroup,butcannot changeperm missionsonthetermgroup.
Note:Termsetsa alsohaveauserknownasatermsetowner.T Termsetowner rsdonothavea anyspecific pe ermissionsonatermset,buta arelistedasaco ontactforquery yorreferencep purposes.
De eprecatingatermtakesthatte ermoutofserv vice,butdoesno otremoveitfro omanyitemsw wherethattermis alreadyapplied.
harePoint2010storesterms,te ermsets,andte ermgroupsinth hetermstore.T Thereisoneter rmstoreforeac ch Sh in nstanceoftheM ManagedMetad dataService.
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WhatIstheMa W anagedMeta adataService Application?

KeyPoints
Th heManagedMe etadataService eapplicationperformstwoprim maryfunctions: :
Itstoresenterprisekeyword dsandtermgro oups.TheMana agedMetadataServiceholdsm managed keywordsan ndtermgroups,termsets,and dtermsinadata abasethatisassociatedwithth heservice instance. Itpublishesc contenttypes.Y Youcanpublish hcontenttypes fromacontent ttypehubthroughtheManag ged MetadataSe ervice.Eachinst tanceoftheMa anagedMetada ataServicesupp portsoneconte enttypehub.
Ea achinstanceoftheManagedM MetadataServic cesupportsupt to1,000termsetsand30,000termsforeachterm se et,althoughmaximizingbothv valuesinoneins stanceisnotsu pported.
Yo can create several instanc of the Managed Metada Service in a single farm t separate me ou ces ata a to etadata pu ublishing,topublishmorethan nonecontenttypehub,ortos scalebeyond1, ,000termsets.Youcanalsoco onsume or rpublishmetad dataamongdifferentfarmsifm metadatarequir rementsoverlap.
In neachtermgroup,youcanspe ecifyuserswho haveadministr rativepermissio onsortheability ytoupdateterms to oenablespecificuserstogover rntermsetsand dcontroltheira application.
000termsetst ouserstosupp Question:Howc Q canalargeorganizationprovidemorethan1,0 portmetadata re equirements?
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ConsumingMa anagedMeta adataAcrossFarms
KeyPoints
To oprovideenter rprisescalability yinSharePoint2 2010,youcans sharemetadata aandcontentty ypesbetween se eparateSharePo ointfarmsbypu ublishingtheManagedMetada ataService.
Co onsideranenvironmentwithm multiplefarms, suchasacoreiintranetfarmth hatservicesmuchoftheorgan nization, an ndadepartmen ntalfarmsucha asafarmforres searchanddeve elopment.Thec coreintranetfa armManaged MetadataService M eincludestermsetsforcompa anydepartment ts,officelocatio ons,productlist tings,andcusto omers.It pu ublishesseveralcontenttypessuchaspolicyd documents,man nufacturingpro ocedures,andp projectdocuments.The re esearchanddev velopmentfarm mManagedMet tadataServiceh hasatermsetfo orprojectcodesandriskcateg gories.
Yo oucanpublisht thetermsetsan ndcontenttype esfromthecore eintranetfarmforuseinther researchand de evelopmentfar rmsothatthecompanydepart tmentterms,or rprojectdocum mentcontentty ypes,areavailab bleto sit tesintheresearchanddevelopmentfarm.In addition,there esearchanddevelopmentfarm mcancreate ad dditionalterms setsorcontenttypeswithouta affectingtheco oreintranetfarm m.
Itisalsopossibletosharemanag gedmetadataintwodirection ns.Inthisscenario,thecoreint tranetfarmcan nalsouse ermsetsfromth heresearchand ddevelopmentfarm,suchasp rojectcodes. te
Question:Canm Q morethantwofa armsshareterm msetsorconten nttypesthroug ghpublishingtheManaged MetadataService M e?
TSS Redmond LLC
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Lesson2
Overviewo O ofConten ntTypes

Organizationscanusecontenttypestostreamlineworkingpra acticesinShare ePoint2010.Thisapproachwo orks wellbecauseyou w ucancreatetem mplatesforspec cifictypesoffile e,document,or udemetadataw with ritemandinclu th hecontenttype e.Inthisway,yo oucanreuseac contenttypeat numeroussites s,lists,orlibrariesintheShare ePoint hi ierarchy,andth hecontenttype ebecomesastandardreferenc eforthetypeo ofinformationt thatyoustore.
Manyorganizatio M onshavestanda arddocuments orstandardinfo ormationrequi irementsthatarefrequently re epeated.Conten nttypesenableorganizationst tospecifyandc controlthestan ndardsthatarea associatedwith hthis in nformation.
Objectives O
Identifythepurposeofcustomcolumnsan ndsitecolumns s. Identifythepurposeofinfo ormationmanag gementpolicies s. Identifythepurposeofcon ntenttypes. Createandp publishacontenttypehub.
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WhatAreCusto Columns andSiteColumns? W om
KeyPoints
In nSharePoint2010,youcancreatecustomcolu umnstoholdin nformationsuch hasmetadatao oritemdata.Us sing cu ustomcolumns, ,youcanchoos sethedatatype eforthecolumn nandspecifyth heinformationt thatthecolumn nstores.
Co olumndatatypesinclude:
MLcontent. TextorHTM Apredefinedlistofchoices s,orchoicestha atarebasedon anotherlistint thesite. Numbers. Currencyvalues. Dateandtim meentries. Apersonorgroupthatisse electedfromtheavailableShar rePoint2010or rActiveDirecto orydirectoryse ervice users. Animage. nthatisbasedo onothercolum mnvalues. Acalculation Achoicefromatermset.
Yo oucancreateco olumnsinaspe ecificlistorlibra ary,buttheseco olumnsareonly yavailabletoitemsinthatlistor lib brary,andyouc cannotusethem mwithotherlis stsorlibraries.
Note:ASharePointlibraryisaspecializedform mofSharePointlistthatstoresd documenttype edataratherthan metadatabaseditems.Libraries m ssupportmetad data.
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Yo oucanalsocrea atesitecolumns s,whichcanthe enbeassociated dwithanylisto orlibraryatorb belowthatsitewithin th hesamesitecollection.Creatin ngthesitecolum mnattherooto ofthesitecolle ctionmeanstha canbe atthecolumnc us sedanywherew withinthesitecollection.
Yo oumustusesite ecolumnswhen nyouaddmeta adataproperties pes. stocontenttyp
Note:Whenyou plancustomco olumns,plantoavoidusingthe esamecolumn nametwicetoclearly stablishmetada ataandcolumnassociations. es
Question:Ifyourequirealistof Q fdepartmentsf foruserstoapp plyasmetadata inseveraldifferentsites,howcanyou cr reatethedepar rtmentslist?
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TSS Redmond LLC
WhatAreInfor W rmationMana agementPolicies?
KeyPoints
In nformationman nagementpolici iesenableyout tospecifysettin ngsfordocumen ntoritembeha avior.The fo ollowingtabledescribestheses settings.
Setting
Re etention
Description
Retentionsettingscontr rolhowlongthe elistorlibraryh holdsanitemandwhathappe ens eriod.Youcans specifytherete entionperiodindays, aftertheitemexceedstheretentionpe ctionsthatyou canspecifyincl lude: months,oryears.Theac DeletingtotheRecycleBino rpermanently. Startingawor rkflow. Movingtoano otherlocation. Deletingprevi iousdraftsorve ersions. on,youcanadd danumberofst tagestotheret tentionsettings ssothatyoucan n Inadditio configure emorecomplex xmanagement policies.
Au uditing
Youcane enableauditset ttingstotracka accesstoitemsinalistorlibrar ry.Theactionsthat youcana auditinclude: Opening,view wing,ordownlo oadingitems. Editingitems. Performingac checkoutorch heckin. Movingorcop pyingitems. Deletingorrestoringitems.
Ba arcodes Labels
Thisoptio onassignsando optionallyinser rtsbarcodesinto odocumentsor ritems.Using barcodes scanassistwithelectronictagg gingandtrackin ngofprinteddo ocuments. Youcanu usethelabelsfu unctiontoaddllabelstodocum ments.Labelsca anprintthe metadata athatisassociatedwithadocu umentalongwi ithheadings,su uchas
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Setting
Description
confidentialityortheintendedaudience. Youcanpromptuserstoinsertthelabelintothedocumentwhentheyuse MicrosoftOfficeapplications.
Youcanconfigureinformationmanagementpoliciesonanindividuallistorlibrary,oryoucanconfigure informationmanagementpoliciestoapplytoacontenttype.Whenyouapplypoliciestoacontenttype,youcan, forexample,ensurethatalldocumentsofthatcontenttype,suchasaprojectdocument,areretainedforseven yearsandthenarchivedtoanalternatelocation.
Question:Whatisthelimitationofspecifyinginformationmanagementpolicieswithadocumentlibraryinstead ofacontenttype?
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SharePointBootCamp
TSS Redmond LLC
WhatAreCont Types? W tent
KeyPoints
Co ontenttypesareapowerfulmethodforcreat tingcontentof acertaintypea andassociating columns,meta adata, do ocumenttemplates,informatio onmanagemen ntpolicies,orw orkflowswitht thattypeofitem m.
Fo orexample,anorganizationmayperformmanyprojects.Eac chprojectrequ iresaspecificbusinesscaseforthat pr roject.Theorga anizationalread dyhasatemplat tethatprojectmanagerscanc complete,buttheorganization n wantstostreaml w lineprocessesanddeterminew whoisupdating gthebusinessca asedocument.
In nthisexample,y youcancreateabusinesscasecontenttype e.Thecontentt typewillinclude ethedocument te emplate,andyo oucanincludea anymetadatare equirementsas customcolumn ns,suchaslistin ngtheprojectc code an ndprojectmana ager.Youcanim mplementaudit tingforthebus sinesscasethro ughaninforma ationmanagement po olicyinthecont tenttype,andy youcanattacha aworkflowtot thecontenttyp peforreviewan ndnotification pu urposes.
Note:Contentty ypesarereusableatthesitewh hereyoucreate ethemandlowerinthesitehierarchy, ecausesubsitesinheritsitecolu umnsandconte enttypes. be
Ifyouuseaconte enttypeinthisway,youonlyn needtocreatet ypeonce.Anysi itethataddsthat thatcontentty ontenttypewill lincludealloftheinherentfun nctionalityofth hatcontenttype e,includingthe etemplate,met tadata, co po olicy,andworkf flowfunctionality.
Th hisexamplesho owsthatorganiz zationscanmod deltheinforma ationthattheys storearoundco ontenttypesto st tandardizeassoc ciatedrequirem mentsandreuse etemplates,po licies,orworkflows.
Note:Youcanap pplycontenttyp pestolistsinad dditiontolibrar ies.Forexample,youcancrea atean mployeevacatio onlistwhereus serscreateane ewrequestforv vacationbyusin ngavacationr request em co ontenttypewiththerequiredcolumns.Howe ever,youcanno otapplylibraryt typecontentty ypestolists,nor rcanyou ap pplylisttypeco ontenttypestolibraries.
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ContentTypeInheritance
Allcontenttypesthatyoucreatemusthaveaparentcontenttype.Theparentcontenttypegovernswhether thecontenttypethatyoucreateisalistorlibrarycontenttype.Inaddition,thechildcontenttypewillinherit columnsandothersettingsfromtheparentcontenttype.
Contenttypeinheritancecanassistyouincreatingmorerefinedversionsofcontenttypes.Forexample,inthe BusinessCaseexample,theorganizationmaycategorizeprojectsaslarge,medium,andsmallprojects.Large projectshaveadditionalmanagementrequirementsforthebusinesscase,includingadifferenttemplateand additionalsponsorrequirements.Inthiscase,youcouldcreateaBusinessCase(LargeProject)contenttype,and usetheBusinessCasecontenttypeastheparent.Thenewcontenttypewouldinheritthesettingsoftheparent,so youwouldonlyhavetouploadanewtemplatedocumentandaddtheadditionalsponsorasmetadataforthenew contenttype.
Planningyourcontenttypesensuresthatyoucanidentifycommonrequirements,andusecontenttype inheritancetosaveadditionalconfigurationtasks.
PlanningContentTypes
Whenyou plancontenttypes,it isimportanttoensurethat you includeallrequiredcontenttypesthat the organizationuses.Youmustalsoidentifyanymetadata(columnsortermsets),retention,auditing, barcode, label,orworkflowrequirementsforeachcontenttypethatyouestablish.
AspartofaSharePoint2010implementation,youmustinvolvethenecessarystakeholders(enduserteams ordepartments)whenyoucreateyourplannedcontenttypes.
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ContentTypePublishinginS SharePoint201 10
KeyPoints
In nSharePoint2010,contenttyp pesthatyoucreateinonesitec collectionarere estrictedtouse ewithinthatsite co ollectionbyde efault,contenttypesarenotre eusableacrossd differentsiteco ollections.
To oprovideconte enttypesthatca anstandardizeitemsordocum mentsacrossaw wholeorganizat tionwithmoret than on nesitecollectio on,youmustuse etheManagedMetadataServ vicetopublishc contenttypes.
Th heManagedMe etadataService ecanpublishcontenttypesfro masinglesitec collectionthaty youconfigure,known as sacontenttype ehub.AnyWeb bapplicationsth hatconsumetheManagedMe etadataServicecan us sethepublishedcontenttypes sinsitecollectio onsandsites.Yo oucanonlyspe ecifyoneconten nttypehub fo oreachinstance eoftheManage edMetadataSe ervice.
Note:Contentty ypesarereusableatthesitewh hereyoucreate ethemandlowerinthehierar rchy.
opublishcontenttypes,useth hefollowingsteps: To
1. Create(orch . hoose)thesitec collectionthaty youwillusefor rpublishingcon ntenttypes.This sisthecontenttype hub.Youmu ustcreateallco ontenttypestha atyouwanttop publishinthiss sitecollection. 2. Intheprope . ertiesoftheManagedMetadat taService,ente rtheURLofthe esitecollection nthatwillbe thecontenttypehub.Intheconnectionpropertiesofthe eManagedMet tadataService,ensurethatthe e consumesconte enttypesfrom thecontenttyp pegalleryatthe especifiedURL. . connectionc 3. Createthecontenttypesinthecontenttypehub. . 4. Publishthec . contenttypesatthecontentty ypehub.Thepu ublishedconten nttypeswillbec comeavailableafter theContent tTypeHubandContentTypeS Subscribertimer rjobshaverun. .
Ifyoumakechan ngestoaconten nttypeintheco ontenttypehub b,youwillneed dtorepublishth hecontenttype efor ourchangestopropagate.Similarly,ifyounolongerwantyo ourcontenttypetobeavailabl le,youcanunpublish. yo Ho owever,unpublishingwillnotremovethecon ntenttypefrom masubscribersi iteifthatconte enttypeisalrea adyin us se.
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Note:Youcansp peedupthepub blishingmechan nismbyforcingtheContentTy ypeHubandContentType Su ubscribertimerjobstorunbef forethescheduledtime.
Question:Howc Q canyoupublishcontenttypesf fromtwodiffer rentsitecollect ionstoallofthe eWeb ap pplicationsinafarm?
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Lesson3
MappingM M ManagedMetadatatoBusin ness Requireme ents

To oimplementtaxonomiesorco ontenttypessmoothlyinShare ePoint2010,you umustestablishthemetadata a re equirementsfor rdifferentusers sandteamsiny yourorganizatio on.Ifyoudono otplanthiscorr rectly,youmaycreate co omplicatedtaxo onomiesthatus sersdonotunderstandandcon nsequentlydon notuse.Toesta ablishtheseme etadata re equirements,yo oushouldusuallyinvolvethein nformationwor rkerswhoareth heendusers of fthesolution.T Theseworkersw willhaveimport tantunderstand dingandinsight tintothewayin nwhich metadataorcontenttypescanh m helpateamordepartment.
Yo oucanalsoappointnontechnicaluserstocon ntrolthemanag gedmetadatate ermsandcontenttypesthatar re pu ublishedtotheorganization.T Thisenablesthe epeoplewithth hecorrectinsigh httoadministerimportantpar rtsof th hetaxonomy.
Objectives O
Planforterm msandtermset ts. Plantheimp portofmanagedmetadata. Planforsharedtaxonomies sorcontenttyp pes. Planformul ltilingualmanag gedmetadata.
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921
PlanningforTer andTerm rms mSets
KeyPoints
Itisimportantto orecognizethat tyoumaynotbeabletoplana alltermsetstha atuserswilluse eatthestartofthe eployment.Partoftheplannin ngprocessinvolvesidentifyingtermsthatuser rswillapplytoi itemsordocum ments. de However,someu usefultermsets smaynotbeap pparentatthep planningstage,a andusersmayo onlyidentifyad dditional ermsetrequirem mentsafteryou udeployShareP Point2010. te
Th hisiscommonb behavior.Inadd dition,inmostc cases,requirem entsformanag gedmetadataw willnaturallycha ange ov vertime.Admin nistratorswillw withdrawsomet termsandterm msetsandaddo othertermsetstothetaxonom my.
Th hefollowingtab bleoutlinesthestepsthatyou mustperformt toplanforterm msetsandtermgroups.
Step S
Description n Toestablishtermsets,ex xaminetheway yinwhichtheo organizationcurrentlycategor rizes documents.Any ytextorchoice emetadatafield dsthatapplytoseveralsitesor rsite itemsord collection nsaregoodcandidatesforterm msets,particula arlyifyouwishuserstoselect valuesfro omapredefined dlist.Anyprede efinedselection nsforfilteringv viewsorsearch and anyvalue esthatusersma ayusetotagite emsarealsopot tentialtermset ts. Notallmetadatashould bemanagedm metadatacolum mnswithyes/novaluesordiffe erent whereyouuset themarebetter raslist,library,orsitecolumns s. valuesineachlocationw
Ide entifyanyterm m setsthatthe or rganization requires
Ide entify ap ppropriateterm m groups
Toestablishtermsetgro oups,investigat ewhoshouldb beusingorcontrollingtheterm msets intheorg ganization.Term msetsformase ecurityboundar ry,controllingw whocanseeord define termsets sinthetermgro oup.Youmayfo ormtermgroup psbasedonorg ganizationalstru ucture, suchasadepartmentor rsubsidiaryorga anizationthatc controlsanumb beroftermsets s.In nancyenvironments,youtypica allycreateater rmgroupforea achhosted multiten organizat tion.
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Step S
Description n Foreachtermgroup,ide entifyatleasto negroupmana agerwhocanch hangeandcontrol sandterms.Atl leastonetermg groupmanager rshouldtypicallynotbeamem mber termsets oftheITd departmentor theSharePoint t2010supportt team.Theterm mgroupmanage er shouldbe esomeonewho ounderstandsth hepurposeand dapplicationofthetermsetsw within thetermgroup. ntifyuserswho canfulfilltheco ontributorrole .Contributorsc canmake Also,iden changest totermsetsand dterms,butcan nnotalterrolem memberships. Todefine ethetermgroups,createthet ermgroupwith hintheManage edMetadataService, andthenspecifythegroupmanagerso rcontributorsf forthetermgro oups.Group sorcontributor rscanthencrea ateorimportth hetermsetsand dterms. managers
Ide entifythe ap ppropriateterm m groupmanagers ndcontributors an
De efinetheterm groupsandterm sets
Note:Youcansp pecifyatermsetownerforeac chtermset.This sisnotanadministrativerolew withpermission ns.It mationinrelationtothetermse mendedthatyou uspecifyauser rin issolelyusedforcontactinform et.Itisrecomm nappropriategroupmanagero orcontributorr roleasaterms etowner. an
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PlanningtoImp portManage edMetadata
KeyPoints
An nimportantfirs ststepinimpor rtingmanagedm metadataistoi dentifyanyexis stingsourcesof fterms.Theses sources mayinclude: m
Anyformsth hatarecurrentlyinuse. Apreviously ydefined(orpartiallydefined) taxonomy. Anyexisting gMicrosoftOffic ceSharePointServerchoiceco olumns. Anywellkno ownhierarchiessuchasfolder rstructuresord departments.
Yo oucancreatete ermsindividuallyinatermset byusingtheTe ermStoreMana agementToolW Webinterface. However,forlarg getermsetsortermsetswith adeephierarch hy,thiscanbea atimeconsumi ingtask.Youcanalso reatetermsetsbyimportingth hetermsandhierarchyfroma commasepara atedvalue(CSV)file. cr
Af fteryouidentifyatermsetreq quirement,you cancreateaniimportfilefort thetermsetasa aCSVfilewitht the fo ollowingcolumn ns:
Termsetname Termsetdescription LCID(localeidentifier) Availablefortagging(true/ /false) Termdescription Level1term m Level2term m Level3term m Level4term m
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Level5term m Level6term m Level7term m
Note:TheTermS StoreManagem mentToolprovid desasampleCS SVimportfile.
Yo ouarerecommendedtocreate eaplanningwo orksheetthatid dentifiesanyter rmsetrequirem mentsbyusingt these co olumns.Youcan nthenusethep planningworksh heettoimportt thetermsetint toSharePoint2 2010.Youcanuse MicrosoftExceltofacilitatethi M isimportproces ss.
Question:Whoc Q canimportterm msets?
Fo ormoreinformationaboutthe emanagedmetadatainputfile eformatinShar rePointServer2 2010,see ht ttp://go.micros soft.com/fwlink k/?LinkID=20088 86&clcid=0x409 9.
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PlanningforSha aredTaxonom miesandConte Types ent
KeyPoints
In nmostSharePoi int2010environments,youon nlyrequireasin ngleinstanceof theManagedM MetadataServic ce. Whenyouplanforasingleinsta W anceoftheMan nagedMetadat aService,consi iderthefollowingpoints:
plementanyter rmsetsthatyou urequireinthe singleinstance eoftheManage edMetadata Youcanimp Service,upt to1,000termse ets. Youcanimp plemententerprisekeywordsfr romthesingleiinstanceoftheManagedMeta adataService. nonly. Youcanpub blishcontenttyp pesfromasinglesitecollection
Ifyouareplannin ngformultipleinstancesofthe eManagedMet tadataServicea andyouplanto oshare nstancesacrossW Webapplications,considerthe efollowingbest tpractices: in
Onlyconfigu ureoneManage edMetadataSe erviceinstancet tobethedefau ultstoragelocat tionfor columnspec cifictermsets. Onlyconfigu ureoneManage edMetadataSe ervicetobethedefaultstorage elocationforke eywords.
Ifyouareplannin ngtheManaged dMetadataSer rvicetosupport tamultitenanc cyenvironment t,considerthe ollowing: fo
oupscandefine ewhichusersca anreadanduse etermsinthete ermgroup.This senablesasingl le Termsetgro termstoretosupporttermsetsformanys sitecollections, ,whereeachsit tecollectionma aybeadifferen nt hostedorganization. Contenttypepublishingisa associatedwith theManagedM MetadataServiceconnectiont totheWebapp plication object.Thismeansthatyou umayrequirem multipleWebap pplicationstosu upportseparationoforganizat tion basedconte enttypes.Thisis sonlyarequirementifonehos stedorganizatio onrequiresmultiplesitecollec ctions.
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PlanningforMu ultilingualMan nagedMetad data

KeyPoints
Sh harePoint2010canrepresenta aterminthete ermstorewitha anumberofdif fferentlabels.Y Youwillmost co ommonlyseedi ifferentlabelsfo orthesameter rmifyouimplem mentsynonyms sfortermsinth hetermstore.F For ex xample,thetermhumanreso ourcesmayalso ohavethesyno onympersonnel.Inthisexam mple,SharePoin nt2010 tr reatshumanre esourcesandpersonnelasla abelsforthesa meterm.
In nasimilarway,SharePoint201 10cantreatdiff ferentlanguage eversionsofaw wordasbeingdi ifferentlabelsf forthe sa ameterm.Thise enablesyoutodefinetheterm msetonce,but applytheterm setinasmanysupportedlang guages as syourequire,w withoutneeding gaseparateterm msetforeachllanguage.
To oimplementmultilingualterm msets,youmust tperformthefo ollowingactions s:
1. InstalltheSh . harePointServe er2010languag gepackforeach hlanguagethat yourequire. 2. UsetheTerm . mStoreManage ementTooltoa addeachlangua agetothelistof uagesfortheterm fworkinglangu store. 3. Selectonela . anguagetobethedefaultlanguageforthete rmstore.
Yo oucanusetheT TermStoreMan nagementTool toentermultip plelabelsineac chlanguage;for rexample,youcan en ntersynonymso ofthetermsineachlanguage.However,each hlanguagemus sthaveadefaultlabel.
Sh harePointwilldisplaythetermbyusingthede efaultlanguage eandlabelrega rdlessofthelan nguagethatyou uuse to oentertheterm m.
Note:IfyourSha arePointenviron nmentincludes smultipleterms stores,conside rupdatingallte ermstorestosu upport hesamelanguag ges. th
Fo ormoreinformationaboutmu ultilingualterm setsinSharePo oint2010,see ht ttp://go.micros soft.com/fwlink k/?LinkID=20088 87&clcid=0x409 9.
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Lab:PlanningManag n gedMetadata
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Exercise1:DesigningContent Types andaTermSetFramework

Scenario
Contoso,Ltdwouldliketomakeuseofcentrallymanageddocumenttemplatesandastandardizedtaxonomy. Thiswillenableuserstotagandlocateinformationbasedonaconsistentsetofterms.Yourteammustdesign andimplementacentralSharePoint2010termstoreandacontenttypehub.
Theinformationthatyourteamneedsisdetailedinthesupportinginformation.Usethesedocumentstoproduce yourtermsetdesign.
1. Readthesupportinginformation. 2. CompletetheManagedMetadataPlanningworksheet.
1. Readthelabscenario. 2. Logonto10231ANYCDC107asCONTOSO\EdwiththepasswordPa$$w0rd. 3. IntheE:\Labfiles\Lab07\Starterfolder,readtheinformationintheManagedMetadata Requirements.docxfile.
Task2:CompletetheManagedMetadataPlanningworksheet
1. IntheE:\Labfiles\Lab07\Starterfolder,opentheMMSPlanningWorksheet.xlsxfile. 2. OntheServicessheet,fillinthedetailsforallofthetermgroupsthatyourequire. 3. OntheContentTypessheet,fillinthedetailsforanycontenttypesthatyourequire.
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Exercise2:CreatingtheManagedMetadataServiceApplication
Scenario
Afterplanningthemanagedmetadatarequirements,youhavebeentaskedwithcreatingaproofofconceptto demonstratetotheMarketingdepartmenthowtheycantagbrochures.YoushouldcreatetheManagedMetadata Serviceapplicationfortheproofofconcept.
1. CreateasitecollectioncalledCTHubonintranet.contoso.com. 2. CreateanewManagedMetadataServiceapplicationtopublishtheCTHubsitecollectionasthecontent typehub. 3. VerifythattheContentTypeSyndicationHubfeatureisactive.
Task1:CreateasitecollectioncalledCTHubonintranet.contoso.com
UseCentralAdministrationtocreateanewsitecollectionwiththefollowingsettings: Title:CTHub Description:ContosoContentTypeHub URL:sites/cthub Template:TeamSite PrimarySiteCollectionAdministrator:ed Acceptdefaultsforallothersettings.
Task2:CreateanewManagedMetadata Service applicationtopublishtheCTHubsitecollectionasthecontent type

hub
1. UseCentralAdministrationtostarttheManagedMetadataWebServiceonNYCDC1. 2. InCentralAdministration,createanewManagedMetadataServiceapplicationwiththefollowing settings:
Name:ManagedMetadataServiceApplication
Databasename:TermStore_Default
Applicationpool:SharePointWebServicesDefault
Contenttypehub:http://intranet.contoso.com/sites/cthub
Task3:VerifythattheContent TypeSyndicationHubfeature isactive

1. NavigatetotheCTHubsitecollection. 2. VerifythattheContentTypeSyndicationHubsitecollectionfeatureisactive. 3. ActivatetheContentTypeSyndicationHubsitecollectionfeatureifrequired.
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Exercise3:ImportingTermSets
Scenario
AftercreatingtheManagedMetadataServiceapplication,youshouldimportthetermsetsthatthe Marketingdepartmentrequires.
1. CreateanewtermsetgroupcalledContoso
2. ImporttheCostCenterandDepartmenttermfiles.
Task1:Createanewterm setgroupcalledContoso
OpentheTermStoreManagementToolfortheManagedMetadataServiceapplication,andthencreatea newgroupwiththefollowingsettings: Name:Contoso Description:ContosoTerms
Task2:ImporttheCostCenter andDepartmentterm files

1. ImporttheContosoSampleTermsforImportCostCenter.csvfilefromtheE:\Labfiles\Lab07\Starterfolder. 2. ImporttheContosoSampleTermsforImportDepartment.csvfilefromtheE:\Labfiles\Lab07\Starterfolder.
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Exercise4:PublishingaContent Type
Scenario
Youshouldcreateandpublishanewcontenttypeforinclusionwiththeproofofconcepttothe Marketingdepartment.
1. 2. 3. 4. 5.
CreateanewsitecollectioncalledMarketing. CreateacustomcontenttypeintheCTHubsitecollection. Publishthecustomcontenttype. Runtimerjobsmanually. VerifythatthecustomcontenttypeisavailableintheMarketingsite.
Task1:CreateanewsitecollectioncalledMarketing
UseCentralAdministrationtocreateanewsitecollectionwiththefollowingsettings: Title:Marketing URL:marketing PrimarySiteCollectionAdministrator:ed Acceptdefaultsforallothersettings.
Task2:CreateacustomcontenttypeintheCTHubsitecollection
Gotothehttp://intranet.contoso.com/sites/cthub sitecollection,andthencreateanewcontenttypewith thefollowingsettings: Name:MarketingDocument Description:MarketingDocument ParentContentType:Document CreateanewcontenttypegroupcalledContoso. Acceptdefaultsforallothersettings.
Task3:Publishthecustomcontenttype
PublishtheMarketingDocumentcontenttype.
Task 4:Runtimerjobs manually

1. UseCentralAdministrationtoruntheContentTypeHubtimerjobimmediately. 2. UseCentralAdministrationtoruntheContentTypeSubscriberSharePoint80timerjob immediately.
Task5:VerifythatthecustomcontenttypeisavailableintheMarketingsite
1. Go to the http://intranet.contoso.com/sites/marketing site collection, and then view the Content type publishingsettingsforthesitecollection.YoushouldseeMarketingDocumentlistedasasubscribedcontent type. 2. IntheSharedDocumentslibrary,addtheMarketingDocumentcontenttype,andthenverifythatusers cancreatenewMarketingdocuments.
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ReviewQuesti ions
1. Cantheterm . msetownerper rformanychangestotheterm mset? 2. Whatisthed . differencebetw weenatermset tandenterprise ekeywords? 3. Canyouimp . plementmoreth hanoneinstanc ceoftheManag gedMetadataS Serviceinasing glefarm environmen nt? 4. DoeseveryS . SharePointfarm mrequireauniq queManagedM MetadataService e? 5. Canyouuse acontenttypefromonesitec . collectioninano othersitecollec ctionwithoutu usingacontenttype hub?
BestPracticesRelatedtoPlanningManagedMetada ata
Involvestake eholderssucha asinformationw workersorteam mleadersinide ntifyingmetada ata requirements. Identifynon ntechnicalusers swhocanactinthegroupman nagerorcontrib butorroletoma anagetermsets. Configureon nlyoneManage edMetadataSe erviceasthedef faultstorefort termsetsandke eywordsforeac ch consumingW Webapplication n.
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Module10
PlanningEnterpriseContentManagement
Contents:
Lesson1:OverviewofEnterpriseContentManagement Lesson2:PlanningTasksforContentManagement Lesson3:PlanningFeaturesandPoliciesforContentManagement Lesson4:PlanningWebContentManagement Lab:PlanningEnterpriseContentManagement
103 1010 1021 1036 1045
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Modu uleOverv view

Th hetermenterpr risecontentma anagement(ECM M)inMicrosoft tSharePointS Server2010referstothetechn nologies, strategies,policie es,andtoolstha atyouusetomanage,store,a ndservedocum mentsandother rorganizationalcontent to ousers.
Th hismoduledesc cribesthecoreE ECMfunctional litythatShareP PointServer201 10providesanddescribesthem major hi ighlevelstepst thatyoumustta aketodesignasuccessfulECM MplanforShare ePointServer20 010.Italsodiscu ussesthe co onsiderationsfo orplanningfeat turesandpolicie esforcontentm managementin nSharePointServer2010.Allofthese st tepsforplanningECMconstituteavitalparto ofthedesignof yourSharePoin ntServer2010infrastructure.
Objectives O
Describethe ecorefunctiona alityofECMinS SharePointServ ver2010thatin nfluencesyourd design. Describethe emajorstepsth hatyoushouldt takewhenyouplanacontent managementsolutionin SharePoint Server2010. econsiderations sforplanningfe eaturesandpo liciesforconten ntmanagementfor Describethe SharePoint Server2010. wtoplanforW WebcontentmanagementinSh harePointServe er2010. Describehow
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P anningEnterpriseContentManagement Pl
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Lesson1
Overviewo O ofEnterpr Conte rise entManag gement

En nterprisecontentmanagemen ntinSharePointServer2010inc cludestheman nagementofdocuments,recor rds, Webcontent,anddigitalassets. W .Youmustunde erstandthesem mainconceptsb beforeyoucanp planyourenter rprise co ontentmanagementstrategya andpolicies.
Objectives O
Describedoc cumentmanage ementinanECMsolution. Describerec cordsmanagem mentinanECMs solution. DescribeWe ebcontentman nagementinanECMsolution. Describedig gitalassetmana agementinanECMsolution.
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DocumentMa anagement

KeyPoints
Sh harePointServe er2010includes sdocumentmanagementfeatu uresthatyouca anusetocontro oladocumentslife cy ycleinyourorga anization.Thed documentslife cycleincludesh howyoucreate e,review,publis sh,andretireor re etainit.Foryourdocumentma anagementsyst temtobeeffect tive,itshouldre eflectyourorga anizationscultu ure.
Yo ourdocumentm managementto oolsmustbeada aptable.Youm ustbeabletoh holdtightcontr rolofadocument'slife cy ycleifthatsuits syourorganizat tion'sculturean ndgoals;howev ver,youmustal lsobeabletoim mplementaless s st tringentandstructuredsystem mifnecessary.
KeyElementsofaDocumentManagem mentSolution
Th hekeyelement tsofadocumen ntmanagement tsolutionspecif fythefollowing g:
Thetypesof fdocumentsandothercontentthatyourorga anizationcancr reate. Thetemplat tetouseforeac chdocumentty ype. Themetadataforeachdoc cumenttype. Thedocume entstorageloca ationforeachst tageofadocum mentslifecycle . Thedocume entaccessmeth hodforeachsta ageofadocume entslifecycle. Themethod dformovingdocumentsaroundtheorganizat tionasteamme emberscontribu uteaspartofa documentscreation,review w,approval,pu ublication,andd dispositionproc cesses. Thepolicies toapplytodoc cumentstoensu urethatdocum mentrelatedact tionsareaudite ed,documentsa are retainedord disposedofpro operly,andimpo ortantcontentisprotected. Thedocume entformatconv versionsthatare erequiredasa documentmov vesthroughthe evariousphases s ofitslifecyc cle. Theprinciplesthatmustbe efollowedforalldocumentsth hatarecorporat terecords,inclu udingretention nrulesto complywith hlegalrequirem mentsandcorpo oratedocument tationguideline es.
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Re ecordsManag gement

KeyPoints
In nSharePointSer rver2010,arec cordisadocumentorotherele ectronicentityi inanorganizati ionthatcanpro ovide ev videnceofanac ctionortransac ctionthattheorganizationper rforms.Records smustberetain nedforagivenp period of ftime.
Re ecordsmanagementistheprocessbywhicha anorganization performsthef followingtasks:
Considerswhichkindsofinformationitshoulddeclareas records. witshouldhand dledocumentst thatwilllaterbe cides Decideshow ecomerecords whiletheyareinuse,anddec howitshouldcollecttheinformationafterthedocument tsaredeclared asrecords. Decideshow wandforwhatlengthoftime eitretainseac chrecordtypet tocomplywithlegal, business,orregulatoryrequ uirements. Implements stechnicalsolut tionsandbusine essprocessesto ohelpensureth hattheorganiza ationcompliesw withits recordsman nagementobligationsinacost effectivewayw withoutintrudin ngonthenorm malrunningofth he business. Performsroutinetasksonitsrecords,such hasdisposingof fexpiredrecord dsorlocatingan ndprotectingrecords thatarerela atedtoexternaleventssuchas slawsuits.
Itistheresponsib bilityofcorpora atecompliance officers,record dsmanagers,an ndlawyersinyo our or rganization to determine which documents are records. These staff members can he you to ens s elp sure that do ocumentsareretainedforthe eappropriatepe eriodoftime,b bycarefullycate egorizingallenterpriseconten ntinyour or rganization.Aw welldesignedre ecordsmanagem mentsystemisimportantfort thefollowingre easons:
Ithelpstole egallyprotectan norganization. Ithelpstheo organizationtocomplywithre egulatoryobliga ations. Itincreasest theefficiencyo ofanorganizatio onbyencourag gingthedisposit tionofexpiredi itemsthataren not records.
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KeyElementsofaRecordsManagementSolution
Thekeyelementsofarecordsmanagementsolutionincludethefollowing:
Acontentanalysisdocumentthatcategorizesenterprisecontentthatcanbecomerecords,providessource locations,andalsodescribeshowthecontentwillmovetotherecordsmanagementapplication. Afileplanthatspecifieswhereeachkindofrecordshouldberetained,thepoliciesthatapplytothem,how longtheymustberetained,howtheyshouldbedisposedof,andwhoisresponsibleformanagingthem. Acompliancerequirementsdocumentthatdefinestherulesthattheorganization'sITsystemsmustfollow toensurecomplianceandthemethodsusedtoensuretheparticipationofenterpriseteammembers. Themethodforcollectinginactiverecordsfromallrecordsources,suchascollaborationservers,fileservers, andemailsystems. Themethodforauditingactiverecords. Themethodforcapturingandmaintainingmetadataandaudithistoriesforrecords. Theprocessforputtingrecordsonholdwheneventssuchaslitigationsoccur. Amonitoringandreportingsystemforthehandlingofrecordstoensurethatemployeesarefiling, accessing,andmanagingthemaccordingtodefinedpoliciesandprocedures.
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WebContentManagemen W nt
KeyPoints
AWebcontentm managementso olutionisaconte entmanageme ntsystemthaty youimplement tasaWebapplication. ouusethesesolutionstocreat teandmanageW Webcontentsu uchasHTML,XM ML,pictures,an ndrichmediasu uchas Yo video.Webconte entmanagementenablescont tentcreation,co ontentcontrol, ,andcontented ditingfunctions s.
KeyElementsofaWebCon ntentManagementSoluti ion

Th hekeyelement tsofaWebcont tentmanageme entsolutioninc lude:
Publishingfe eatures. Documenta andworkflowto ools. Searchcapabilities. Versioncont trol. Cachingcapabilities. Brandingandpersonalizatio on. Contentvariationcapabilities. Analytics. Socialmedia acapabilities.
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DigitalAssetM Management
KeyPoints
Digitalassetman nagementisthe eprocessbywhi ichanorganizat tioncreates,sto ores,organizes, ,manages, istributes,andd disposesofitsdigitalassets.Ad digitalassetisa nimage,audio ,orvideofileorotherreusable di ric chcontentfrag gmentthatanorganizationuse esinapplication nsacrosstheen terprise.
Th hedigitalassetmanagementfe eatureinSharePointServer20 010cansavean organizationtimeandother re esourcesbyprov vidingaspecializedrepositoryforstoringand dmanagingdigit talassets.Thism meansthatusersdo no othavetosearc chthroughmultiplenetworklo ocationstolook kforassetsorcreatethemfrom mscratchifthe ey ca annotfindthem m.Byusingacen ntralizedstorag gelocationford digitalassetman nagement,ano organizationals sogains tig ghtercontrolov verbrandsensitivecontentan ndcanensureth hatonlyapprov vedassetsforproductsaremade av vailabletother relevantusers.
Sh harePointServe er2010providescontenttypes sthataredesign nedspecifically foraudioandv videoassetsand dthat su upportthestora ageandplaybac ckoftheseassetsinWebParts sandWebPart pages.Function nalityfordigitalasset managementinS m SharePointServ ver2010iscenteredonanasse etlibrary,which hisatypeofdo ocumentlibrary y.
OverviewofA O AssetLibraries s
As ssetlibrariesare ecollectionsofmediafilessu uchasimage,au udio,andvideo ofilesonShare ePointServer 20 010thatyoush harewithothersiteusers.Aspa artofyourplan nningfordigital assetmanagem ment,youmust t de eterminetheas ssetlibrarythatbestfitstherequirementsofy yourorganization.Theassetlibraryisnothing gmore th hanaSharePoin ntServer2010li ibrarywithspec cializedcontent ttypesfordigit talassets;there efore,youusem manyof th hesamemethod dstoplanadigi italassetmanag gementsolutio nasyouusetoplanadocume entmanagemen nt so olution.
Yo oucanuseanassetlibraryintw woways:
ldocumentlibra aryfordigitalassetsatthetea amlevel.Thisca anbeassimpleasaplacetostore Asageneral image,audio o,andvideofile esforadepartm mentorteamto ouse.Forexam mple,youmayde ecidetogiveev veryone intheSalesdepartmentpermissionstoupload,organize, andmanagesa alesrelated
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assets.Alternatively,youmayrestrictthetaskoforganizingandmanagingassetstoasmallsubsetofstaff membersintheSalesdepartment.
Asacentralizedrepositoryfordigitalassetsfortheorganization.Inthisscenario,youusecontentapproval andworkflowforallassetsthatareaddedtothecentralizedlibrary,andyougivepeopledifferentroles andmakethemresponsibleforseparatestagesoftheapprovalprocess.
KeyElementsofaDigitalAssetManagementSolution
Thekeyelementsofadigitalassetmanagementsolutionspecifythefollowing:
Themetadatatoprovideforeachassettype. Thestoragespacethatyourequirefortheassets. Theperformanceissuestoconsiderwhenyouserveassetstoyourusers. Thestoragelocationforeachstageofanassetslifecycle. Theaccessmethodforeachstageofanassetslifecycle. Themethodformovingassetsaroundtheorganizationasteammemberscontributeaspartofanassets creation,review,approval,publication,anddispositionprocesses. Thepoliciestoapplytoassetstoensurethatassetrelatedactionsareaudited,assetsareretainedor disposedofcorrectly,andimportantassetsareprotected. Thewaythatassetsaretreatedascorporaterecords,andhowyoumustretainthemtocomplywithlegal requirementsandcorporatedocumentationguidelines.
Question:Whatarethetwomainlevelsatwhichyouwoulduseanassetlibrary?
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Lesson2
PlanningTa asksforCo ontentManagement

Th hereareseveralsetsoftasksfo oreachpartoft theplanningpr rocessforconte entmanagemen ntin Sh harePointServe er2010.
Yo oumustbefam miliarwiththese emajorcontent tmanagementp planningtasksf fordocumentm management,re ecords management,W m Webcontentman nagement,asse etlibrarymanag gement,anddig gitalassetmana agementin Sh harePointServe er2010beforey youcandesigna acontentmana agementplan.
Objectives O
Listtheplan nningtasksford documentmana agement. Listtheplan nningtasksforrecordsmanage ement. Listtheplan nningtasksforW Webcontentma anagement. Listtheplan nningtasksford digitalassetman nagement. Listtheplan nningtasksfora assetlibraries.
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Ke eyPlanningTa asksforDocum mentManagement

KeyPoints
Planningfordocu umentmanagementincludest thefollowingm majortasks:
Identify doc cument manag gement roles. You must ensu that your p Y ure plans include a feedback f any from key stakeholders sinyourorganization.Youmu ustalsoensuret thatyouhavet therightimplem mentationteam minplace andyouareawareofthep peoplewhocont tributetothed documentmana agementproces sses. Analyzedocumentusage.A Afteryouhaved determinedwh ichusersworko ondocuments,youshould determinethetypesofdoc cumentsthatth heyworkonand dhowtheyare likelytousethe em. Plantheorg ganizationofdocuments.Share ePointServer20 010enablesyou utoorganizedo ocumentsinsite e collections,s sites,andlibrar ries.Italsooffer rsarangeoffea atures,suchasD DocumentSets s,tohelporgani ize andstoredo ocuments,from mspecializedsite essuchasareco ordsrepository ytolooselystructureddocume ent librariesforquickdocumen ntcreationand collaboration.Y Youcanfurther rorganizethec contentinlibrar ries intofoldersandsubfolders. Planhowcontentmovesbe etweenlocation ns.Thereareoc casionswherey youmayneedt tomoveorcopy ya documentfr romalibraryor rsitetoanotherlibraryorsite duringitslifecy ycle.Forexamp ple,thiswillhap ppenif yourpublish hingprocessincludesmovingadocumentfrom mastagingsite toaproduction nsiteontheInt ternet. Thisplanningstepmayalso oincludethepla anningofconte entthatchange sitsstateoveritslifecycle.Fo or example,ad documentmigh htstartoutasarequestforpro oposal(RFP),be ecomeafinalco ontract,andfina ally becomeale egaldocumentt thatyoumusttreatasarecord d. ormationabou ttypesofdocuments,suchas Plancontent ttypes.Youuse econtenttypes toorganizeinfo documentte emplates,meta adata,workflow wprocesses,and ddocumentma anagementpolic cies. Planworkflo ows.Whenyouplanyourorganizationswork kflows,youcancontrolandtrackhowdocume ents movefromo onepersoninth heworkflowtoanotheraseac chpersoncollab boratesduringa adocument'slif fecycle. SharePointS Server2010includesworkflow wsforcommont teambasedtas skssuchasrevie ewingandapproving content.Sha arePointServer r2010alsoenab blesyoutocrea ateyourowncu ustomworkflow ws.
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Plancontentcontrol.Youcanplancontrollevelsforyourcontentthatarebasedoncontenttypeorstorage location.Forexample,foradocumentlibrary,youcanplantorequirecheckinandcheckout,anduse InformationRightsManagementtoprotectdocumentsfromunauthorizeddistribution.
Planpolicies.Foreachcontenttype,youshouldplaninformationmanagementpoliciestoensurethat documentsareproperlyaudited,labeled,andretainedaccordingtoyourorganization'scorporate andlegalrequirements.SharePointServer2010includespoliciesthatimplementauditing,labeling, documentretention,andbarcodes.
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Ke eyPlanningTa asksforRecor rdsManagem ment
KeyPoints
Planningforreco ordsmanageme entincludesthe efollowingmajo ortasks:
Identifyreco ordsmanageme entroles.Youm mustidentifyspe ecializedrolest tohaveasucces ssfulplanforre ecords managemen nt.Theserolesincludethefollo owing: Records smanagersand dcomplianceoff fficers.Thesem anagersandoff ficersarerespo onsiblefor categor rizingtheorgan nizationsrecord dsandrunningt theprocessfor recordsmanag gement. ITperso onnel.Thesepersonnelareresponsibleforim plementingthe eITsystemstha atprovide efficien ntsupportforre ecordsmanagem ment. Contentmanagers.Thesemanagersa areresponsible forlocatingorg ganizationalinfo ormationand ensurin ngthatteamsfo ollowrecordsmanagementpra actices.
Analyze org ganizational co ontent. Your re ecords manage and conten managers s ers nt should analyze the organization nsdocumentu usageto determ minewhich doc cumentscan be declaredasr e recordsbefore they createafileplan. Developafil leplan.Wheny youhaveanalyz zedtheorganiza ationalcontentanddetermine edretentionsch hedules, youcanthenfillintherest ofthefileplan.Fileplansgene erallydescribet thetypesofite emsthatthe organization nconsiderstoberecords,indic catetheirstorag gelocation,def finetheirretent tionperiods,an nd definewhoisresponsiblefo ormanagingthem. Developrete entionschedule es.Foreachtype eofrecordinyo ourorganizatio on,youmustde eterminewhenitis inactive,how wlongyoushou uldretainitafte eryouclassifyit tasinactive,an ndhowyoushoulddisposeofit. Design the records manag gement solutio You must d on. determine whe ether to create a records arc e chive, managerecordsin place,o usea combi or inationof the t twoapproache es.Useyourfile plan to desig the e gn recordarchiveordeterminehowtouseex xistingsitestoc containrecords s. Planhowcontentitemsbec comerecords.F Fordocumenta ndrecordsman nagementinSharePointServer r oucancreatecu ustomworkflow wstomovedoc cumentstoarec cordsarchive.Y Youcanalsouse e 2010,yo
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eitherSharePointServer2010oranexternaldocumentmanagementsystemtoplananddevelopinterface components.Thesecomponentscanmovecontenttotherecordsarchiveordeclareadocumenttobea recordwithoutmovingit.Forexample,inSharePointServer2010,youcanusetheDeclareAsRecordoption onadocumenttomanuallydeclareitasarecord.
Planemailintegration.Aspartofyourplan,youmustdeterminewhetheryouwillmanageemailrecords inSharePointServer2010orintheemailapplicationitself. Plancomplianceforsocialcontent.Ifyouusesocialmediasitessuchasblogs,wikis,orMySiteWebsitesin yourenterprise,youmustdeterminehowthecontentitemsinthesesiteswillbecomerecords. Plancompliancereportinganddocumentation.Youshoulddocumentyourplansandprocessesforrecords managementtoverifythatyourorganizationisperformingitsrequiredrecordsmanagementpracticesandto communicatethesepracticestoothersintheorganization.Theremaybeoccasionswhenyoumustquickly andeasilyproducetheserecordsmanagementguidelines,implementationplans,andeffectivenessmetrics.
Question:Whichrecordsmanagementroleisresponsibleforlocatingorganizationalinformationandensuring thatteamsfollowrecordsmanagementpractices?
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Ke eyPlanningTa asksforWebContentMan nagement
KeyPoints
PlanningforWeb bcontentmana agementinclude esthefollowing gmajortasks:
Planpublishingfeatures.Th hetermpublishingreferstoth eauthoringand ddeploymento ofbrandedcont tent, customasse emblies,andcon nfigurationfiles sacrossaShare PointServer20 010farm.TheSharePointServe er PublishingIn nfrastructurefe eatureprovidespublishingfunc ctionalityatthe esitecollection nlevel,andthe SharePointS ServerPublishin ngfeatureprovi idespublishing functionalityat tthesitelevel. PlanWebpa ages.Whenyou uplanWebpagepublishingin SharePointServ ver2010,youd designtheappearance ofyourpubl lishedcontent,determinewhe ereauthorsare allowedtoadd dcontentonpages,andcontro olthe authoringfe eaturesthataut thorsareallowe edtouse.Anef ffectiveplanfor rWebpageshe elpsyoutoensu urethat eachtypeof fcontentthaty yourorganizatio onpublisheshas sbeendesigned dcorrectlyandhasbeenmade e availabletoachieveyourpublishinggoals. PlanWebpa ageauthoring.S SharePointServ ver2010suppo rtsbrowserbas sedauthoring.W Whenyouplanfor browserbas sedauthoring,y youmustplanw whichresources s,pagelayouts,images,videos s,andcommand dsto tingexperience hidefromor rshowtoautho ors.Youmustal lsoplantheedit einthefieldcontrolsinwhich youwill allowauthorstocreatecon ntent. Plancontent tapprovalands scheduling.Asy youplanyourS harePointServe er2010publish hingsites,youm must decidehowmuchcontroly youwantuserst tohaveoverth eapprovalandschedulingofs sitecontent.Fo or example,yo oumaywanttoimposerestrict tionsonhowm uchcontrolaut thorshaveover rapprovingcontent thattheyha avecreatedthem mselves.Youca angiveusersno ocontrol,simple emoderation,o ortheabilityto ostarta workflowaftertheysubmit tcontent. Plancaching gandperformance.Youmustc considerthefolllowingthreeke eycachingandperformanceaspects ofSharePoin ntServer2010: Diskba asedbinarylargeobject(BLOB) )caching.Share ePointServer20 010providesad diskbased BLOBca achethatreduc cesdatabaseloa adandincrease esbrowserperfo ormanceforus sers.
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BitRateThrottling.SharePointServer2010alsoprovidesBitRateThrottling,anInternet InformationServices(IIS)7.0extensionthatimprovesvideoperformanceforuserswhenyouserve videosaspartofdigitalassetmanagement. Maximumuploadsize.Themaximumuploadfilesizesettingspecifiesthemaximumsizeofafilethata usercanuploadtotheserver.Thedefaultsettingis50MB.Everyuserwhouploadsafiletoalibraryuses aconnectiontotheserverandincreasestheamountofdatainthedatabase.Thisimpactstheload, responsetime,anddatacapacityforaserver,whichcannegativelyimpactyourserverperformanceifyou havenotconfiguredyourservertohandlelargefilevolumes.
PlanlargePageslibraries.APageslibraryisadocumentlibrarythatcontainsallofthecontentpagesfora publishingsite.IfyoursitehasaPageslibrarythatstoresthousandsortensofthousandsofpages,youmust considerauniquesetofissuesthatrelatetomanagingthesepagesandprovidingnavigationbetweenthem inasite. Plancontentdeployment.Theplanningprocessforcontentdeploymentstartswithdeterminingwhetherto usecontentdeploymentwithyourSharePointServer2010solution.Theotherstepsthatyoumusttaketo plancontentdeploymentincludedecidinghowmanyserverfarmsyourequire,planningtheconfiguration ofimportandexportservers,planningcontentdeploymentpathsandjobs,andidentifyingthespecial considerationrequirementsforlargejobs. Planvariations.Whenyouplanforvariations,youshouldstartbyconsideringtheinteractionbetween variationsandotherSharePointServer2010features.Thesefeaturesincludecontentapproval,site navigation,contentdeployment,WebParts,andmultilingualsites.Otherplanningstepsforusingvariations withSharePointServer2010includedeterminingthetypeofvariationsthatyouwill require,specifyingthesourcevariationsiteandthetargetvariationsites,decidinghowsitesandpages willbecreatedonthetargetsites,anddecidinghowtoscheduletimerjobsforvariations.
Question:Whatisthedefaultsettingformaximumuploadsize?
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PlanningEnterpriseContent Management t
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Ke eyPlanningTa asksforDigita alAssetManagement

KeyPoints
Planningfordigit talassetmanag gementincludes sthefollowingm majortasks:
Planpermiss sionsandsecuri ity.Whenyoup planforpermiss sionsandsecur rityinanassetli ibrary,youmus st considerwhichpermissions stogranttouse ersandgroupsiinyourorganiza ationandwhet theryoumustd define customperm missionlevelsan ndgroups.The standardavaila ablepermission nlevelsareasfo ollows: Limited dAccess.Usersc canviewspecifi iclists,docume ntlibraries,list items,folders,ordocuments. Read.U Userscanviewit temsonpages. Contrib bute.Userscana addormodifyit temsonpagesa andinlistsand libraries. Design.Userscanchan ngethelayouto ofsitepages. FullCon ntrol.Usershave eallpermission ns.
Planstorage eandperforman nce.Anassetlib braryisaspecia alizedkindofdo ocumentlibrary y;therefore, determining gstoragerequir rementsfordigitalassetsisthe esameasdeterm miningstoragerequirementsf for documents.Themaindifferenceisthatassetlibrariescon ntainfewerasse etsthandocum mentlibraries,but theseassets areoftenmuch hlarger. Ifyouplantousetheassetlibrarytostore eandserveaudiioandvideofile estousers,youshouldenablethedisk basedBLOBcacheandBitR RateThrottling optionstoprov videbetterperf formance.
ataandsearch.Youaddmetad datatohelpdes scribethetype andcontentof fadigitalasset. Planmetada Thismakesitmucheasiertofindassetsinanassetlibrary y;richmediafile esarenotautomaticallysearchable becausethe eydonotcontai intextthatase earchenginecan nindex.Somem metadata,suchasthesizeand d must dimensionsofanimage,ise enteredautomaticallywheny ouuploadthea assettotheassetlibrary.Youm addotherm metadatamanua allysuchasat textdescription n,copyrightinfo ormation,orkeywords.
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PlanWebPartsandWebpages.SharePointServer2010hasmanyWebPartsandfieldcontrolstotake advantageofthenewcontenttypesthatareincludedaspartofanassetlibrary.WhenyoudesignWebpages forsites,considerwhichfieldsyouwanttoexposetousersinWebpagesandWebPartstohelpusersfindthe assetsthattheyrequire.
Planclientsupport.YoumustinstallthelatestversionofMicrosoftSilverlightonallclientcomputersthatwill accessyourWebsitesifyouwantenterpriseuserstobeabletotakeadvantageoftherichmediaexperience thatSharePointServer2010provides.Thismeansthatthereareseveralthingsthatyoumustconsiderabout howandwhenyouinstallSilverlight.Theseincludedecidingwhetherallusersrequireaccesstotheasset libraryanddecidingwhethertheorganizationrequiresamanageddeploymentoftheSilverlightclientto desktopsoruserscaninstallitthemselvesonanasneededbasis.
AdditionalReading
FormoreinformationaboutECMplanninginSharePointServer2010,see http://go.microsoft.com/fwlink/?LinkID=200900&clcid=0x409.
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Ke eyPlanningTa asksforAsset tLibraries

KeyPoints
Planningassetlib brariesforyourdigitalassetma anagementsolu utionincludesthefollowingma ajortasks:
Identifydigit talassetmanag gementroles.W Whenyouplana adigitalassetlib brary,thefirsts stepistodeterm mine theparticipa antsandstakeh holdersforyour rsolution.Thisw willhelpyoutodeterminewho ocreatesdigital assetsinyou urorganization, ,thekindsofas ssetsthattheyc create,whomanagestheasset ts,andwho maintainsth heassetstorage eservers. Analyzeasse etusage.Aftery youdetermine whoworkswit hyourdigitalas ssets,youmust tdeterminethe ekindsof assetsthattheyworkonan ndhowtheyuse etheseassets.Y Youcanthenus sethisanalysist tohelpyouto determineo otherimportant tinformation.T Thisinformation nincludeshowtostructurethe eassetlibraries s,how manylibrariesyourequire,whichcontenttypestousefo ortheassets,an ndwhichinform mationmanagem ment policiesyoushouldapplyto otheassetlibra aries.Youmusta alsoplanforsto oragecapacity,becausemostd digital assetsarelargerthanstand darddocument files. Planorganiz zationofassetlibraries.Asyouplantheasset libraries,youm mustmakesome edecisionsabo out them.These edecisionsinclu udewheretocr reatethem,how wusersmustus sethem,howm manyyourequir re,and howtoorga anizethem. Plancontent ttypes.Thecon ntenttypesthat tassetlibraries includeareima age,audio,andvideo.Youcan neither usetheseco ontenttypesorcreateyourow wncustomconte enttypesthaty youderivefrom mtheincludedcontent types. Plancontent tgovernancefo ordigitalassets.Youmustplan ntheappropriat televelofcontrolthatisrequi iredfor eachconten nttypeandstor ragelocationfordigitalassets. Forexample,youmayusever rsioningtostore e successiveit terationsofasse etsinthelibrary y,oryoumayre equireuserstocheckassetsinandoutbefore ethey workonasse ets.Youmayals sodefineanapprovalprocesssothatassetsm mustbeapprov vedbeforetheycanbe madeavailabletoanaudience. Planworkflo ows.Youusewo orkflowstoperf formmanagem menttasksonas setsintheasse etlibrary.Thism means thatyoumu ustconsiderand ddecideonseve eralplanningre elatedworkflow wissues.Forexa ample,youmus st decidewhet therassetshave etobereviewedandapproved dbeforeassetc consumerscanu use
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them,whohasresponsibilityformanagingtheexpirationofassets,andwhetheryoushouldretainordelete assetsaftertheyexpire.
Planinformationmanagementpolicies.Youmustplantheinformationmanagementpoliciesforeachcontent typethatyouwilluseinyourassetlibrary.Thesepolicieswillthendictatehowyouaudit,retain,andlabel assets.
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Lesson3
PlanningFe eatures an ndPolicies sforCont tent Managem M ment

Th hereareseveralfeaturesandp policiesavailableinSharePoint tServer2010th hatenableyout tohostanefficient an ndsuccessfulco ontentmanagem mentsolution,a andeachofthe eserequiresplanningbeforeyo ouimplement th hem.
Yo oumustbefam miliarwithalloftheplanningst tepsthatarereq quiredtoimple ementthesefea aturesandpolic ciesin yo ourSharePointServer2010contentmanagem mentsolutionbe eforeyoucand designacontentmanagement plan.
Objectives O
Planforvers sioningcontrol, ,contentapproval,andcheck inandcheckou ut. Planforinfo ormationmanag gementpolicies s. Planforcontenttypes. Planfordocumentsets. PlanfordocumentIDs. Planforwor rkflows. Planformet tadatabasedro outingandstora age.
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PlanningforVe ersioningControl,ContentApproval,and dCheckInand d CheckOut

KeyPoints
Sh harePointServe er2010providesfeaturestohe elpyoucontroldocumentsiny yourdocumentlibraries.The fo ollowingtabledescribesthesef features.
Feature
Ve ersioningcontro ol Co ontentapproval Ch heckinandcheckout
Descrip ption Them methodbywhic hsuccessiveite erationsofadoc cumentare numb beredandsaved d. Them methodbywhic hsitemembers swithApprover rpermissions contro olthepublicatio onofcontent. Them methodsbywhic chuserscanbe ettercontrolwh henanewversio onofa docum mentiscreated andalsocomm mentonchangesthattheyhavemade whentheycheckina adocument.
Whenyouplanc W contentmanage ementpolicies, youmustconsiiderhowyouw willuseversionin ngcontrol,cont tent ap pproval,andcheckoutandche eckinfeatures inSharePointS Server2010toc controlthevers sionsofadocum ment th hroughoutitslif fecycle.
PlanningVersi ioningContro ol
Th hedefaultversioningcontrolsettingforadoc cumentlibraryd dependsonthe esitecollectiontemplateonwhichit isbased.Youcan nalsoconfiguredifferentversio oningcontrolse ettingsfordiffe rentdocument tlibrariestosuitthe pecificrequirem mentsofthatdo ocumenttype.S SharePointServ ver2010hasthr reeversioningo options: sp
Noversionin ng.Thisoptions specifiesthatnopreviousvers sionsofdocume entsaresaved.Youtypicallyu usethis rcontentthatn optionfordocumentlibrariesthatcontain ncontentoflow wimportanceor neverchanges.
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Createmajo orversions.Thisoptionspecifie esthatnumbere edversionsofd documentsarer retainedbyusin nga simpleversioningschemes suchas1,2,3.T Tocontrolthee effectonstoragespace,youcanalsospecifyh how manyprevio donotwanttodifferentiatebetween ousversionstok keep.Youtypicallyusethisopt tionwhenyoud draftversion nsofdocument tsandpublished dversions. Createmajo orandminor(dr raft)versions.T Thisoptionspec ifiesthatnumb beredversionso ofdocumentsare retainedbyusingamoreco omplexmajora andminorversio oningschemes suchas1.0,1.1,1.2,2.0, 2.1,andsoo on.Tocontroltheeffectonsto oragespace,you ucanalsospecifyhowmanyp previousmajora and minorversio onstokeep.You utypicallyusem majorandmino orversioningwh henyouwantto odifferentiate betweendra aftcontentthat tisnotyetread dyforpublicatio onandpublishe edcontentthatisreadyforvie ewingby anaudience e.

Note:Regardlessoftheversioni ingcontrolthat tyouchoose,it isimportantto oconsidertheeffectthat re etainingmultipleversionsofth hesamedocume entcanhaveon nstoragespace e.
PlanningContentApproval l
Usecontentapprovaltocontrol ltheprocessof makingconten ntavailabletoa anaudience.Youcanalsosche edule ontentpublishin ngdependingonthedocumen ntstate.Adocu mentdraftthat tisawaitingcon ntentapproval isinthe co Pe endingstate.W Whenanapproverreviewsthed documentanda approvestheco ontent,itbecom mesavailablefo or viewingbysiteuserswithReadpermissions.Ad documentlibra aryownercane enablecontentapprovalfora ocumentlibrary yandoptionally ycanassociatea aworkflowwith hthelibrarytorun do th heapprovalprocess.Thewayinwhichdocum mentsaresubmit valvariesdepen ndingonthe ttedforapprov ve ersioningsettingsinthedocum mentlibrary,aspreviouslymen ntioned.
PlanningCheckInandCheckOut
Yo oucanspecifyt thatusersmustcheckdocumentsoutfromad documentlibra rybeforetheye editthedocum ments. Th hekeybenefitsofrequiringcheckinandchec ckoutincludeg gainingbetterc controlofwhen ndocumentvers sions ar recreatedandb bettercaptureofmetadata.Th hisisbecausea nauthorcanw writecommentsthatdescribethe ch hangesthatheo orshehasmadetothedocum mentwhenheor rshechecksitin.
Ti ip:Youconfigur resettingsforth hecontentcontrolfeaturesth atarediscussed dinthistopicin ndocumentlibr raries. To osharethesese ettingsacrosslib brariesinyours solution,youca ancreatedocum mentlibrarytem mplatesthatinc clude yo ourcontentcon ntrolsettingstoensurethatne ewlycreatedlib rariesreflectyo ourcontentcon ntroldecisions.
Question:Which Q hversioningopt tionwouldyou useifyouwant tedtokeeppre viousversions,butdidnotnee edto di ifferentiatebetweendraftvers sionsofdocume entsandpublis hedversions?
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PlanningforInf formationMa anagementPo olicies
KeyPoints
Whenyouplanc W contentmanage ementpolicies, youmustdeter rminehowyou shouldplanandintegrate in nformationman nagementpolici ieswithyourSh harePointServe er2010contentmanagements solution.
An ninformationm managementpo olicyestablishes sasetofrulesf foraspecifictyp peofcontent.Information managementpoliciesenableyoutocontrolwh m hocanaccessyo ourorganization n,whatuserscando nsinformation withit,andhowlongtoretainit w t.Aninformatio onmanagemen ntpolicycanhe lpyoutoenforc cecompliancew with le egalandgovernmentalregulati ionsorwithyou urowninternal businessproce esses.
Fo orexample,sup pposeanorganizationhastofo ollowstrictgove ernmentregula ationsthatrequireittodemonstrate pr ropercontrolan ndmanagemen ntofitsfinancialstatements.T hisorganization nmaycreatese everalinformati ion managementpoliciesthataudit m ttheactionsofstaffmembers, ,whenperform mingtheauthori ingandapprova al pr rocessforalldo ocumentsthata arerelatedtofinancialfilings.
In nformationM ManagementPolicyFeatur res

Th hefollowingtab bledescribestheinformationm managementpo olicyfeaturesth hatareavailabl leinSharePoint t Se erver2010.
olicyfeature Po Re etention
Descrip ption Thisp policyfeaturehe elpstoretireor rprocessconten ntinaconsistentway thaty youcantrackan ndmanage.Wh henacontentitemexpires,you ucan specif fythatitisdispo osedoforthat acustomworkf flowisrun. Thisp policyfeaturelo ogseventsando operationsthatareperformed don docum mentsandlistit tems.Youcanc configureAuditi ingtologevent ts sucha asediting,view ing,checkingin n,ordeletingadocumentorit tem.
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olicyfeature Po Ba arcodes Descrip ption Thisp policyfeatureen nablesyoutotr rackphysicalco opiesofa docum mentbycreatin ngauniqueiden ntifiervaluefor radocument.T The usertheninsertsaba arcodeimageo ofthatvalueint thedocument.
Labels
Thisp policyfeaturesp pecifiesalabelt toassociatewit thatypeofdoc cument orlistitem.Labelsar researchablete extareasthatSh harePointServe er2010 ratesbasedonp propertiesandf formattingthat tyouspecify.La abels gener arepa articularlyusefu ulinprintedver rsionsofdocum mentsasawayt to displa aydocumentpro opertiesinprin ntedcopy.
Cu ustom
Youca analsocreatea anddeploycust tompolicyfeatu urestomeetyo our specif ficorganization alneeds,butyo oumustimplem mentthembyu using theSh harePointServe er2010objectm modeloracquir rethemfromathird party softwarevendo or. Forex xample,amanu ufacturingorgan nizationmaywanttodefinean n inform mationmanage ementpolicyfor ralldraftspecif ficationdocume ents forpr roductdesignth hatprohibitsusersfromprintin ngcopiesofthe ese docum mentsonunsec cureprinters.Inthisscenario,t theorganizationcan create eaPrintingRes strictionpolicyf featureandadd dittothereleva ant inform mationmanage mentpolicyfor rtheproductde esignspecification conte enttype.
Whenyouplanthepoliciesfory W yoursolution,youshouldfirstdetermineorga anizationwidepolicyrequirem ments an ndthendesignsitecollectionp policiestomeet ttheserequirem ments.Youshou uldthendistributethesepolici ies fo orinclusioninth hesitecollectio onpolicygallerie esofallrelevan ntsitecollection ns.Thismayreq quireyoutopla an cu ustompolicyfea atures.
Note:Ifyourpolicyrequirescus stompolicyfeat turesandresou rces,youmust installandenablethesefeatures ndresourceson nallserverfarm msthatuseyour rsolution. an
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PlanningforCo ontentTypes

KeyPoints
Whenyouplanc W contentmanage ementpolicies, youmustdeter rminehowyou shouldplanandintegratecon ntent ty ypeswithyourS SharePointServ ver2010conten ntmanagement tsolution.
OverviewofContentTypes O s
Co ontenttypesen nableyoutoorg ganize,manage,andhandleco ontentinacons sistentwayacro ossyourShareP Point Se erver2010sites s.Bydefiningco ontenttypesfor rspecifickindso ofdocumentso orinformationp products,youca an en nsurethatyoum manageeachgr roupofcontent tinaconsistent tway.
esharedattribu Acontenttypeis sagroupofreusablesettingsthatdescribethe utesandbehav viorsforaspecif fic Youcandefinecontenttypesf foranyitemtyp peinSharePoin ntServer2010,i including kindofcontent.Y ocuments,listit tems,mediafile es,andfolders. do
Th heattributesth hatyoucanspec cifyforeachcon ntenttypearea asfollows:
Themetadatathatyouwan nttoassigntoit temsofthistyp pe. Theworkflowsthatareava ailableforitems softhistype. Theinforma ationmanagementpoliciesthatareassociated dwithitemsof thistype. Thedocume enttemplatesfo ornewitemsof fthistype(docu umentsonly). Thedocume entconversions thatareavailableforthistype e(documentso only). Thecustomsolutionsorfea aturesthatareassociatedwith hitemsofthisty ype.
Co ontenttypespr rovideorganizat tionswithaway ytomanagean ndorganizecon ntentconsistentlyacrosssites,lists,and lib braries.Theyals somakeitpossibleforasinglelistorlibraryto ocontainmultipleitemtypeso ordocumentty ypes.
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Ifalibraryhasbeensetuptosupportmultiplecontenttypes,theNewDocumentmenuwillpresentuserswitha listoftheavailablecontenttypes,andtheycanselectthetypethatcorrespondstothekindofdocumentthat theywanttocreate.
PlanningDocumentContentTypes
Toplandocumentcontenttypesforyoursolution,useadocumentusageworksheetandacontenttype worksheet,whichrecordsyourdecisionsabouteachnewcontenttype.
Thefirststageinplanningdocumentcontenttypesistorevieweachdocumenttypethatislistedinyour documentusageworksheettodeterminewhetheranexistingcontenttypewillworkforthattypeofdocument. IfacorecontenttypesuchastheDocumentcontenttypeissufficient,enterthecontenttypenameinthe documentusageworksheet.
Afteryoureviewyourlistofdocumenttypestodeterminewhichonescanusecorecontenttypes,plannew documentcontenttypesbyusingthefollowingsteps:
Enterthedocumenttypefromthedocumentusageworksheet.
EnterthesiteURLatwhichthenewcontenttypewillbedefined. Determinetheparentcontenttype. Determinethetemplate. Determinetheworkflows. Determinethepolicysettings. Determineanyrequireddocumentconversions.
Fillinaseparatecontenttypeworksheetforeachcontenttypethatyouplan.
PlanningListContentTypes
TheelementsofaListcontenttypeincludethecolumnsofmetadatathatareassociatedwiththecontenttype, alongwithworkflowsthatcanrunonitemsofthatListcontenttype.YouuseaListcontenttypetodefineatype oflistitemthatisuniquetoyoursolution.
PlannewListcontenttypesbyusingthefollowingsteps:
EnterListasthedocumenttype. EnterthesiteURLatwhichthenewcontenttypewillbedefined. Determinetheparentcontenttype. Determinetheworkflows.
YoushouldfillinaseparatecontenttypeworksheetforeachListcontenttypethatyouplan.
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PlanningforDo ocumentSets s

KeyPoints
Whenyouplanc W contentmanage ementpolicies, youmustdeter rminehowyou shouldplanandintegrate do ocumentsetsw withyourShareP PointServer201 10contentman nagementsolut tion.
Adocumentseti isaspecialkind offolderthatc combinesuniqu ueDocumentSe etattributesandtheattributes s ndbehavioroff foldersanddoc cuments.Italso providesauser rinterface(UI),metadata,and dobjectmodel an elementstohelp pmanageallasp pectsofthewor rkproduct.
OverviewofD O DocumentSet ts
Sh harePointServe er2010providessupportforth hecreationand managemento ofmultipledocumentwork pr roductswiththenewDocumentSetcontentt type.TheDocu mentSetconte enttypeisafold derbasedconte ent ty ypethatorganiz zesmultiplerela ateddocumentsintoasinglev viewwhereyoucanworkonth hemandmanag ge th hemasasinglee entity.
Yo oucanthencre eateadditionalc customizedDoc cumentSetcon tenttypesfrom mtheparentcontenttype;eac ch in nheritspropertie esandsettingsf fromtheparen ntDocumentSe etcontenttype.Whenyouadd daDocumentSe et co ontenttypetoa alibrary,usersc cancreatenew instancesofthedocumentset tbyclickingNe ewDocumento onthe rib bboninalibrar ry.
Co onsiderationsforPlanning gDocumentSets
Do ocumentsetsin nSharePointServer2010have similarattribut tesandpropert tiestofolders.H However,thereare so omeimportantconsiderationsthatyoushould dbeawareofw whenyouplana adocumentset solution:
Thereisnol entset.However,youcannotuse limitonthenum mberofdocumentsthatcanex xistinadocume foldersorm metadatanavigationwithdocum mentsets.Ther refore,itisimpo ortanttoconsid derthelikelihoo odof exceedingth helistviewthre esholdwhichi issetto5,000it temsbydefault tandto consideryou urnavigationde esignwhenyou udeterminehow wmanyitemss shouldexistinadocumentset. .In addition,ify youusetheSen ndTofeaturewithadocument tset,thesumfo oralldocument tsinadocumen ntsetcan benolarger rthan50MB.
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Thereisnolimitonthenumberofdocumentsetsthatcanexistinadocumentlibrary,butthe numberofdocumentsetsthatcanappearinlistsislimitedbythelistviewthreshold. Ifyouusesharedmetadataandtherearemorethan10itemsinadocumentset,atimerjobwillrun metadataupdatesevery15minutes. Whenyouusedocumentsetrouting,documentsetsthataresenttotheContentOrganizerwillremain inthedropofflibraryandwillbemovedtotheappropriatelocationbytheContentOrganizer processingtimerjob,whichrunsdailybydefault. Ifyouusedocumentsetsinasitecollection,youmustenabletheDocumentSetsfeatureforthatsite collection.
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PlanningforDo ocumentIDs

KeyPoints
Whenyouplanc W contentmanage ementpolicies, youmustdeter rminehowyou shouldplanandintegrate do ocumentIDswithyourSharePointServer2010contentmana agementsoluti on.
OverviewofD O DocumentIDs s
In nSharePointSer rver2010,theD DocumentIDfeatureattaches uniqueidentifierstodocumen ntsthatmakeit teasier to oretrievethemindependento oftheircurrentlocation.TheD ocumentIDser rvicethatsuppo ortsitgeneratesand as ssignsdocumen ntIDs,andtheyareattachedto oadocumentth hroughoutitslif fecycle.
Th hekeybenefito ofthisfeatureis sthatyoucana alwaysreferenc ceandfindado ocumentbyusin ngthisunique id dentifier,regardlessofwhereth hisdocumentis slocated.Forex xample,theSha arePointDocum mentCenterand d Re ecordsCenterh haveDocumentIDsearchcapabilities.Inaddit tion,Searchadm ministratorscan nconfiguretheSearch Se ervicetolookupdocumentIDs sbyaddingtheIDcolumnasamanagedsearc chcolumnandoptionallycreatinga ne ewsearchscopethatisusedto olookupdocum mentIDs.
KeyTasksforP PlanningDoc cumentIDs

Th hefirstthingtodecideiswhetheryoumustactivatetheDoc cumentIDfeatu ure.Althoughitcanbeveryuse eful,if yo ourorganizationdoesnotrequ uireit,thereisn noreasontoact tivateandconf igureit.
Al lsobearinmind dthatyouactiv vatetheDocumentIDfeaturea atthesitecolle ctionlevel.The erefore,youmay wanttoactivateitononesitecollection,butnotonanother, dependingont w thedocumentr retrieval re equirementsfor rspecificsiteco ollections.
Ifyoudecidetoa activatethisfea ature,youmust tdecidewhatpr refixtousefor allofyouruniq quedocument dentifiersforthe esitecollection n.Youcanspecifyaprefixofbe etweenfouran d12characters s;typicalexamp plesof id pr refixesaredepa artmentnames suchasSales orMarketing orthecompan nynameifallof fyourdocumen ntsare in nonecentralsitecollection.Whenyouconfigu ureyourownp prefix,youcana alsospecifythat tallexistingdoc cument ID Dsshouldberes settobeginwith hthesamepref fix.
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Yo ouconfigurethedocumentIDprefixintheDo ocumentIDSet tingsoptionun derSiteCollect tion Ad dministration,a anditisonlyenabledafteryou uhaveactivated dtheDocumen tIDfeature.
Note:Ifyoudon notspecifyyour rownprefix,SharePointServer r2010createsa adefaultalphan numericprefixf foryou.
Question:AtwhatleveldoyouactivatetheDo Q ocumentIDfeat ture?
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PlanningforWorkflows

KeyPoints
Whenyouplanc W contentmanage ementpolicies, youmustdeter rminehowyou shouldplanandintegrate workflowswithy w yourSharePoint tServer2010co ontentmanage mentsolution.
OverviewofW O Workflows
Workflowsimple W ementbusiness processesondo ocuments,Web bpages,forms, andlistitemsin nSharePoint Se erver2010.You ucanassociatet themwithlibraries,lists,orcon ntenttypes.
In ntermsofdocumentmanagem ment,youusew workflowstorou utedocumentsf fromoneperso ontoanotherso othat ea achpersoncancompletehisorherdocument tmanagementtasks.Thistypic callyincludesre eviewingdocum ments, ap pprovingdocum mentpublication,ormanaging thedisposalof fdocuments.Inaddition,youc canusecustom workflowstomo w ovedocumentsf fromonesiteorlibrarytoano other,forexamp ple,whenadoc cumentissched duled to obearchived.
Sh harePointServe er2010includes sthefollowingw workflowsforliists,document libraries,andco ontenttypes:
DispositionA Approval.Youu usethisworkflow wtomanagedo ocumentexpira ationandretentionby enablingpar rticipantstodecidewhetherto oretainordele teexpireddocu uments. Threestate. .Youusethisworkflowtotrackthestatusofa alistitemthrou ughthreephase es. CollectFeed dback.Youusethisworkflowto orouteadocum mentforreview w.Reviewerscan nprovide feedback,w whichiscompiledandsenttoth hedocumentow wnerwhentheworkflowhasc completed. Approval.Yo ouusethiswork kflowtoroutea adocumentfor rapproval.Appr roverscanappr roveorrejectth he document,r reassigntheapp provaltask,orr requestchanges stothedocume entbeforethey ypublishit. CollectSigna atures.Youusethisworkflowt togathersignat turesthatarere equiredtocompletea MicrosoftOf fficedocument t.
KeyTasksforP PlanningWor rkflows

To oplanworkflow wsforyourdocu umentmanagem mentsolution,p performthefol llowingtasks:
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Analyzeeachdocumentcontenttypethatyouplantoimplement. Identifythebusinessprocessesthatmustbeavailabletorunoncontentofthattype. Identifytheworkflowsthatyoumustmakeavailableforthatcontent. Associateaworkflowwithaspecificcontenttypetomaketheworkflowavailablewheneverthat contenttypeisused.
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PlanningforMe etadataBase edRoutingand dStorage

KeyPoints
Whenyouplanc W contentmanage ementpolicies, aspartofyour SharePointSer rver2010contentmanagemen nt so olution,youmustdetermineho owyoucanuse ethemetadata basedroutinga andstorageint theContentOrg ganizer.
OverviewofContentOrgan O nizer
Th henewContent tOrganizerfeat tureinSharePo ointServer2010 0isanewmetad databasedrule esandroutingf feature th hatextendsand denhancesther routingengine thatwasusedi ntheRecordsC CentersitetemplateinMicrosoft OfficeSharePoint2007.Thisfea atureenablesyo outoautomatic callyroutedocu umentstodifferentlibrariesan ndto oldersintheselibraries.Youcanalsouseitfor rdaytodayadm ministrativetas skssuchasmak kingsurethatno ofolder fo in nadocumentlib brarycontainsm morethan5,000items.
Ad dministratorsanduserscanus setheContentO Organizersitele evelfeatureto classify,route,andstoreconte ent by yusingrulestha atarebasedonmetadata.
Af fteryouactivat tetheContentO Organizerfeature,youconfigu urethesettings andrules.Inste eadofdirectly up ploadingadocu umenttoalibra aryorfolder,yo ouruserscansav applyrulestoadocumentbyu using ve,route,anda on neofthefollow wingmethods:
Uploadinga documenttoa adropofflibrary y. UsingSavea asfromMicroso oftOfficeWord, ,MicrosoftOffi ceExcel,andM MicrosoftOffice e PowerPoint. TofromotherS SharePointsites s. UsingSendT UsingtheW Webserviceobje ectmodel. Usinganem maildropoffzone. Submittingt toaRecordCen ntersite.
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PlanningContentOrganizerSettings
YoumustcarefullyplanhowtheContentOrganizersettingsforyoursitewillaffectyouroverallmetadatabased routingandstoragestrategy.Youshouldalsotestvariousconfigurationsbeforeyouimplement yoursolutionliveonyourproductionsite.YoucanusethefollowingContentOrganizersettingsinyour sitetohelpplananeffectivesolutionformetadatabasedcontentroutingandstorage:
RedirectUserstotheDropOffLibrary. SendingtoAnotherSite. FolderPartitioning. DuplicateSubmissions. PreserveContext. RulesManagers. SubmissionPoints.
PlanningContentOrganizerRules
ContentOrganizerrulesareatthecenterofyourstrategyforroutingandstoringcontentbasedonmetadata. Theconditionsintherulesthatyoucreatedeterminewhetheraruleshouldbeappliedtoanitem;ifallofyour ruleconditionshavebeenmet,thetargetlocationthatyouspecifydetermineswheretheitemsaresentto.
ThereareseveralimportantconsiderationswhenyouplanContentOrganizerrules:
Itcansometimesbebettertocreateasetofcommonrulesthatsendtoauniquefolderforeveryunique valueofaparticularmetadatacolumn.
Youshouldcreaterulesthatcanapplytoallpossiblesubmissions.Thismaymeancreatingonesimplerulethat appliestoaparticularcontenttype,oritmaymeancreatingseveralrulesthatapplytodifferentcontenttypes inanumberofcomplexways.
Ifadropofflibrarycontainsseveralitemsthatdonotmatchanyoftherules,youmustverifywhatthose itemsareandtrytodeterminewhynorulesarebeingappliedtothem.
PlanningTargetLocations
EachContentOrganizerrulethatyoucreatemustcontainatargetlocationsettingthatspecifieswheretheitems thatmatchtheruleshouldbesent.Thistargetlocationcanbeanothersite,library,orfolder.Arulecanalso specifythatanewfolderiscreatedinthetargetlocationforeachuniquevalueofaparticularproperty.When youspecifyanotherlibrary,thatlibrarymustincludethecontenttypethatisspecifiedinyourrule.
ThereareseveralimportantconsiderationswhenyouplanContentOrganizertargetlocations:
Ifyouchoosetocreateanewfolderforeachuniqueproperty,itisimportanttoconsiderhowmanyitems maypopulateeachnewfolder.Youmayneedtoconsidercreatingfoldersbasedonauniquepropertywhen suchagroupingofitemsexists. Ifyouchoosetocreateanewfolderforeachuniquepropertyandtherearehundredsoreventhousandsof uniqueproperties,youmaycreateaconfusingandunnecessarynumberoffoldersthatmaybedifficultto navigateinstandardlistviews.
Question:WhichthreeobjecttypescanyouchoosewhendefiningatargetlocationforContent Organizerrules?
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Lesson4
PlanningW WebConte entMana agement t

Th heWebcontentmanagementcapabilitiesinS SharePointServ ver2010canhe elpanorganizat tiontocommun nicate, co ollaborate,andintegratemore eeffectivelywithemployees,p partners,andcu ustomers.Share ePointServer20 010 pr rovideseasyto usefunctionali itytocreate,ap pprove,andpub blishWebconte ent.Thisenable esyoutoget in nformationoutquicklytointranet,extranet,a andInternetsite esandgiveyou rcontentacon nsistentlookandfeel. Yo oucanusethes seWebcontentmanagementc capabilitiestoc reate,publish, manage,andco ontrolalargeand dy ynamiccollectio onofcontent.A AspartofECMi inSharePointS Server2010,We ebcontentman nagementcanh helpto st treamlineyourp processforcrea atingandpublis shingWebsites s.
Yo oumustbefam miliarwithalloftheplanningst tepsthatarereq quiredtoimple ementtheWebcontent managementcom m mponentofyou urSharePointSe erver2010cont tentmanageme entsolutionbef foreyoucande esigna co ontentmanagementplan.
Objectives O
PlanforWebcontentautho oring. PlanforWebcontentappro ovalandschedu uling. PlanforWebcontentdeplo oyment. PlanforWebcontentbrand ding.
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PlanningforAuthoring

KeyPoints
Webpageauthoringistheprocessbywhichau W uthorsaddcont tenttoapublish hingsitesuchas sapublicfacin ng In nternetsite.
PlanningWebPageAuthor ring
Sh harePointServe er2010support tsbrowserbasedauthoring.Yo ourbrowserbas sedauthoringp planshouldinclude pl lanningwhichresources,pagelayouts,supportingcontentsu uchasimagesandvideos,andcommandstoh hide fromorshowtoauthors.Itshou uldalsoinclude planningthee ditingexperien ceinthefieldc controlsthatau uthors setocreatecon ntent,planningforreusableco ontent,planning gdictionarycus stomizations,an ndplanningadd ditional us re esourcesthatpa ageauthorsreq quire.
PlanningtheR RibbonAutho oringExperien nce

Th heribbonconta ainsUIelementssuchasmenu itemsandbutt tonsthatprovid deaccesstocom mmands.These e co ommandsinclud depageediting gcommands,pu ublishingandwo orkflowcomma ands,andmostothercomman ndsin Sh harePointServe er2010.Theribbonisavailable etoalluserswh hohaveatleastContributeper rmissions.
To ogiveyouruser rsadditionalfun nctionality,you ucancustomize etheribbontoa addnewcommandsandbutto onsto pr rovidenewfunc ctionalitytoaut thors.Youcana alsorestrictthe emfromgaining gaccesstocerta aineditingfeaturesif re equired.
WhenyouplanforWebpageau W uthoring,consid derwhetheryo uwanttoaddo orremovecommandsfromthe eribbon or rtheQuickAcce esstoolbar.Also oconsiderthelevelofaccesst toeditingfeatu resthatyouwa antcontentauthorsto ha aveandwhatki indsofstylesth hatyouwanttomakeavailable e.
PlanningMana agedMetada ata

Yo oumustconside erhowmanage edmetadatacan nhelptoorgan izeanddisplay contentpagesandotherdataonyour Website.Wheny W youcreatepage elayoutsthatauthorsusetoc reatenewWeb bpages,youcan naddfieldcont trols su uchastextboxe esanddropdow wnlists.Thesec controlscaneith hercontaina
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predeterminedvalueorcanrestricttheinformationthatauthorsareallowedtoenteronapage.Whenyou planyourmanagedmetadata,youshouldconsiderthefollowingquestions:
Doyouwanttoaddmanagedmetadatatoyourpagelayoutsforpageauthorstouse? Howwillusersusethemetadata? Whichtermsandtermsetsdoesyourorganizationrequire? Whoownsthetermsets? Howwillyoumanagetermsets?
PlanningReusableContent
Inapublishingenvironment,itisusefultobeabletoreusecontent.Forexample,youmaywanttocreate brandeditemsthatmustbethesameacrossyoursitecollection,oryoumaywanttocreatetemplatesasstarting pointsforpageauthors.SharePointServer2010providesthiscapabilitybyusingtheReusableContentlist.
ThetoplevelsiteinapublishingsitecollectionincludesaReusableContentlistthatisavailabletoeverysitebelow itinthesitehierarchyaslongasyouhaveactivatedtheSharePointServerPublishingfeature.Youcanadditems totheReusableContentlistandcreatecategoriesandfoldersinthelisttohelpyouorganizetheseitems.When youadditemstotheReusableContentlist,pageauthorscanaddtheseitemstopagecontentbyusingthe ReusableContentPicker.
WhenyoucreateareusablecontentitemintheReusableContentlist,youcanspecifythatitisshowninthe menuduringpageediting.Youcanalsospecifywhetheritcanbeautomaticallyupdated.
PlanningDictionaryCustomizations
Topreventwordsthatareuniquetoyourcontentfrombeingreportedasspellingerrors,youcanaddacustom dictionarytoyourpublishingsite.Agoodexampleofthisistheuseofcommonlyoccurringproductnamesand acronyms.
PlanningAdditionalResources
Whenyoucreateapublishingsite,SharePointServer2010createslibrariestostoreadditionalresourcesforyour contentauthorstouse.WhenyouplanforWebpageauthoring,youshouldconsiderthetypeofadditional resourcesthatpageauthorsmayrequire.Youmustconsiderwhowillcreatetheresourcesandwhereyouwantto storethem.Ifsomeresourcesarelocatedinothersites,youmustmakealistofwhattheseremoteresourcesare andwheretheyarelocatedsothatyoucanaddthemtotheSuggestedContentBrowserLocationslist.Additional resourcesmightincludemasterpagesandlayouts,customcascadingstylesheets(CSS),documents,andimages.
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PlanningforCo ontentApprov valandScheduling
KeyPoints
Co ontentapprova alistheprocessbywhichautho oredcontentis approvedorre ejectedforpublication.Conten nt sc chedulingistheprocessbywhichcontentispu ublishedandm madeavailableto oreadersaccor rdingtoaspecif fied sc chedule.ThePu ublishingfeature einSharePoint Server2010pr rovidestheabili itytoapprovea andscheduleco ontent fo orpublishing.
Th hescopeofyou urWebcontentmanagementp planmustcover rthemanagementandreviewofcontentthatyour us serscreate.Sha arePointServer2010providesa aContentAppr rovalworkflowt thatyoucanus setomeetthis re equirement.
PlanningContentApproval l
UserswhohaveA Approverpermissionscontrolt thepublication ofcontentbyu usingtheconte entapprovalpro ocess. ouenableconte entapprovalintheversioning settingspartof fthelibraryorl istsettingsfort thedocumentl library Yo or rlistthatcontainsthecontentthatyouwant topublish.Wh enyouplanfor rcontentappro oval,youmustd decide ho owyouwantco ontentapprovaltoworkforyo oursiteandwho ocanapprovec contentforpub blishing.In Sh harePointServe er2010,thecon ntrolofcontent tcanbeatoneo ofthefollowing glevels:
None.Ifcontentapprovalis snotrequiredf foritemsinado ocumentlibrary y,afteranauthorsubmits contentforpublishing,itgo oesliveimmediately. Simplemode eration.Amem mberoftheAppr rovergroupmu ustmanuallyap pprovecontentafteranauthor rsubmits itforpublish hing.ThecontentisnotvisibletouserswithR Readpermission nsuntilithasbe eenapproved. Approvalwo orkflow.Youcan nuseaworkflowtoruntheap pprovalprocess.Ifyouuseaworkflow,theap pproval processismoreautomated d.Inaddition,yo oucantakeadv vantageoftheb builtinworkflowfeatures.The ese featuresincludeautomaticallysendingem mailtoapprove ers,addingappr rovaltaskstoap pproverstasklists, andenablingauthorstotra ackthestatusof ftheapprovalp process.Usersc canalso
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modifytheApprovalworkflowtemplateordeveloptheirowncustomapprovalworkflowbyusing applicationtoolssuchasMicrosoftSharePointDesigner2010orMicrosoftVisualStudio2010.
PlanningContentScheduling
ContentschedulingistheprocessbywhichuserswithatleastContributorpermissionscanspecifyascheduleto publishcontenttothesite.IfyouenabletheContentApprovaloptionforadocumentlibrary,contentmustalsobe approvedbeforetheschedulepublishesit.
Youcanscheduleyourcontenttobepublished,unpublished,orexpiredatspecifieddatesandtimes.Thesetasks areinitiatedbytimerjobsthatcontinuallycheckforpagesanditemsinthedocumentorimagelibrarythatare readyforpublishingorexpiry.YoucanchangethefrequencywithwhicheachjobrunsbyusingtheReviewJob DefinitionsoptionontheMonitoringpageoftheCentralAdministrationWebsite.
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PlanningforCo ontentDeploy yment
KeyPoints
Yo ouusethecont tentdeploymen ntfeatureofSha arePointServer r2010tocopyc contentfromasourcesitecollection to oadestinations sitecollection.Y Youcaneitherd deploythecom mpletesourcesit tecollectionorasubsetofsite es. Co ontentdeploym mentdeployson nlychangedpag gesandrelated assets,anditis sincrementalby ydefault.
Th hecontentdeploymentfeatureisdesignedfo orsitesthatuse amultiplefarm mtopology,whe ereseparate au uthoring,stagin ng,andpublishingfarmsexist.I Ifyouareimple ementingamultiplefarmtopo ologyforyour or rganization,you umustidentifyalloftheconsid derationsthata areoutlinedint thistopicforea achauthoringfa armin yo ourenvironmen nt.
Ifyouuseconten ntdeploymentt togetherwithcontentapprova alandcontents schedulingfory yourSharePoint t erver2010solution,allapprov valprocessesocc curonthesour rceserverwher rethecontentis sauthored.Wh hen Se co ontentisdeploy yedtothetarge etserver,thepu ublishingsched ulethatisassoc ciatedwitheachpieceofconte entis alsodeployed.
Note:Thesource eanddestinatio onsitecollectionscanbeinthe esamefarmor indifferentfarms.
Yo oushouldstartyourcontentdeploymentplan nningbydeterm miningwhether rtousethecontent de eploymentfeatureinyourSharePointServer2010solution.
Al lthough conten deployment can be usefulf copyingcon nt for ntentfrom one sitecollection e nto another,it is not alwaysa require ementfor every situation.You may want to use content d o deploymentfor your solution in the n ollowingsituatio ons: fo
Thefarmtop pologiesareent tirelydifferent.
Theserversrequirespecific cperformancet tuningtooptim mizeperformanc ce. Youhavesecurityconcerns saboutthecont tentthatyouw wanttodeployt tothetargetfar rm.
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Otherstepsthatyoumusttaketoplancontentdeploymentincludedecidinghowmanyserverfarmsyourequire, planningtheexportandimportservers,planningthecontentdeploymentpathsandjobs,anddeterminingspecial considerationsforlargejobs.
PlanningServerFarmRequirements
Atypicalcontentdeploymentscenarioincludestwoseparateserverfarms:onefarmthatcontainsthesource serverthatyouuseforauthoringandonefarmthatcontainsthedestinationserverthatyouuse forproduction.Youcanusecontentdeploymenttocopycontentbetweentwoseparatesitecollectionsin thesameserverfarm,oryoucanuseathreetierserverfarmthatcontainsaserverforauthoring,aserverfor stagingandqualityassurance,andaserverforproduction.
PlanningExportandImportServers
Aspartofyourcontentdeploymentplan,youmustdecidewhichserverswillperformtherolesofexportand importservers.Theydonothavetobethesameasthesourceordestinationservers,butyoumustinstallthe CentralAdministrationWebsiteonthem.
PlanningContentDeploymentPaths
Content deployment paths define source site collections from which content deployment can start and destinationsitecollectionsto whichcontentisdeployed.You can associate a contentdeploymentpath with onlyonesitecollection.Toplanthecontentdeploymentpathsthatyourequireforyoursolution, youmustdecidewhichsitecollectionsyouwilldeployandalsodefinethesourceanddestinationforeachofthese paths.
PlanningJobScheduling
Afteryoudefineyourcontentdeploymentpaths,youmustplanthespecificjobsthatwilldeploythecontent. Whenyouconfigurecontentdeploymentjobs,youspecifywhetheryouwilldeployawholesitecollectionoronly specificsitesofasitecollectionforaspecificcontentdeploymentpath.Youalsodefinethefrequencywithwhich yourcontentdeploymentjobsrunandwhethertheyshouldincludeallcontentoronlynew,changed,ordeleted content.
Asyouplanthescopeofyourcontentdeploymentjobs,youmustthinkabouttheorderinwhichthejobswillrun. Ifyourplanspecifiesthatyouwillusecontentdeploymentjobsforspecificsites,youmustschedulethejobssothat sitesthatarehigherinthesitehierarchyaredeployedbeforesitesthatarelowerinthesitehierarchy.
Youmustalsodecidewhentoruneachjob,whichshouldgenerallymeanrunningthejobsduringlowactivity periodsonthesourceserver.
PlanningforLargeJobs
AcontentdeploymentjobexportsallcontenttothefilesystemonthesourceserverasXMLandbinaryfiles,and thenitpackagesthesegroupsoffilesinto.cabfileswithadefaultsizeof10MB.Therewillbeoccasionswhen individualfiles,suchasvideofiles,willbelargerthan10MB.Inthisscenario,eachfilewillbepackagedintoitsown .cabfile,andthesecanbelargerthan10MB.The.cabfilesarethenuploadedtoatemporarylocationonthe destinationserverwheretheyareextractedandimported.Therefore,ifthesitecollectionthatyouaredeploying containssomelargefiles,youmustensurethatthetemporarystoragelocationsforthesefilesonboththesource serverfarmsandthedestinationserverfarmshavetherequiredspacetostorethefiles.
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PlanningforBra anding
KeyPoints
Mostorganizatio M onsunderstandtheimportance eofbranding;it tgivesaconsist tentlookandfe eeltocompany in nformationorproductsthatisr recognizableto ocustomersorc consumers.Bran ndingisessenti ialforInternet facing Webcontentint W thesamewayth hatitisforadve ertisingormark ketingmaterials s.Evenforintra anetsites,itis im mportanttomaintaintheorgan nizationbranda andalsodevelo opdivisionaland ddepartmentalbrandsinasite. Th hesecreateaco ommonidentity yandencourageconsistencyo ofcontent.
Th hepublishingte emplatesthatareavailableinS SharePointServ ver2010provideadditionalbra andingandnav vigation se ettingsbeyondt thosethatarea availableinothe ersitetemplate es.Forexample e,youcanusetr reeviewandcontent by yquerycontrols stoprovidealte ernatenavigatio on.Thereason forthisisthatp publishinghasa afargreaterreliance on nlookandfeelthanotherfunc ctionssuchasre ecordsmanage ment.
To oolsforCreat tingaConsist tentLookand dFeel

Th hekeyelement tsthatSharePointServer2010 providesforest tablishingacon nsistentappeara er ancearemaste pa ages,pagelayouts,andCSS.Yo oucreateyouro ownmasterpag ges,pagelayout ts,orCSSfilesb byusinganeditor su uchasSharePointDesigner201 10orVisualStudio2010.Youc canevenuseth irdpartycustomstylesheetsw with Sh harePointDesig gner2010aslon ngastheyaredevelopedbyus ingMicrosoftsupportedguide elines.
Masterpagesand M dpagelayoutsa areheldintheMasterPagean ndPageLayouts sGallerydocum mentlibrary us suallyreferredt toastheMaste erPageGallery inthetoplev elsiteofapubl lishingsitecolle ection.
PlanningBrandinginShare ePoint2010
Th hekeyconsider rationswhenyo ouplanforbran ndinginSharePo ointServer201 0areasfollows s:
Providetools sandtraining.Y Youmustprovid deyourShareP oint2010desig gnerswiththea adequatetoolsa and trainingtoc createtherequi iredbrandingfo oryoursite.
Createspecif fications.Youm mustgiveyours sitedesignersso omeclearideasofwhatyouwa antthe eventualloo okandfeelofth hesitetobelike e.
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Prioritizeyourrequirements.Youmustdeterminewhatyoumustbrandonyoursite.Perhapsasimplecolor changeissufficientforyourrequirements,ormaybeyouwanttorebrandthewholesiteandbranditemssuch asSearchcontrolsorcalendars.However,ifyouhardlyeverusethecalendarviewofevents,perhapsthisis toomuchbrandingatthisstageinthesitesdevelopment. Considercontenteditors.Whenyoubrandyoursite,youshouldensurethatitkeepsaconsistentlookand feelthroughout.WithWebcontentmanagementinSharePointServer2010,youcancontroltheeditingtools andstylesthatareavailable.ThelevelofHTMLexperiencethatyourcontenteditorshavemaydictatehow youdecidetoimplementyourbrandingplan.Forexample,aContentEditorWebPartmaybetoocomplex forsomeofyourcontenteditors,soyoumayneedtoconsiderenablingpublishingfeaturestoallowusersto editcontentdirectlyonthepage. Simplifydeployment.Youshouldinvolveyourdevelopersinthecontentdeploymentphase. Determinehowtheywanttodeployanycustomizations,andtrytosynchronizeyourdeploymentwiththeirs. Inaddition,youmustensurethatyourplanmakesiteasytochangeyourbrandingstyles.Forexample,ifyou havetoupdateathemefileoralogoimage,youmustresetIIS,andyoumayneedtoreapplyittomanysites. Thiswillbecostlyandtimeconsuming.However,ifyouplanbrandingcorrectly,itwillnotbenecessaryto resetIIS.Forexample,youcanusetheAlternateCSSoptionoranimportthatpointstoanotherfile.
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Lab:PlanningEnterpr n riseConte entManagement a t
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Exercise1:DevelopingaContent ManagementPlan
Scenario
Contoso,Ltdhasspecificrequirementsforitscontentmanagementdesign.Youneedtousetheadditional informationdetailedinthesupplieddocumentstocompleteaplanningworksheetforyourorganizationsECM designforSharePoint2010.
1. Readthesupportinginformation. 2. CompletetheSharePoint2010ECMPlanningworksheet.
3. IntheE:\Labfiles\Lab10\Starterfolder,readtheinformationintheECMBusinessRequirements.docxfile.
Task2:CompletetheSharePoint2010ECMPlanningworksheet
IntheE:\Labfiles\Lab10\Starterfolder,completetheworksheetintheSharePoint2010ECMPlanning Worksheet.xlsxfile.
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Exercise2:EnablingandConfiguringDocumentIDsandContentOrganizer
Scenario
Beforeimplementingyourcontentmanagementplaninyourproductionenvironment,youneedto configureandtestsomepartsoftheECMdesignbyusingtheinformationintheECMBusiness RequirementsdocumentandtheSharePoint2010ECMPlanningworksheet.
1. 2. 3. 4. 5.
ActivatedocumentIDsandresetalldocumentIDstousethesameprefix. ActivateandconfiguretheContentOrganizerfeature. CreateanewSendToconnection. CreateanewContentOrganizerrule. TestthenewContentOrganizerrule.
Task1:Activate documentIDsandresetalldocumentIDstousethesameprefix
1. Intheintranet.contoso.com/sites/docssite,activatetheDocumentIDServicefeature. 2. ConfigurealldocumentIDstousetheCONTOSOprefix.
Task2:Activate andconfiguretheContentOrganizerfeature
1. Intheintranet.contoso.com/sites/docssite,activatetheContentOrganizerfeature. 2. Intheintranet.contoso.com/sites/hrdocssite,activatetheContentOrganizerfeature. 3. Intheintranet.contoso.com/sites/hrdocssite,inContentOrganizerSettings,enableFolder Partitioning,andensurethatsubfoldersarecreatedifatargetlocationhastoomanyitemsinit. 4. CopytheSubmissionPointsWebserviceURLtotheclipboard.
Task3:CreateanewSendToconnection
InSharePoint2010CentralAdministration,createanewSendToconnectionbyusingtheinformationinthe followingtable.
Option
Displayname SendToURL
Value
HRDocsContentOrganizer http://intranet.contoso.com/sites/hrdocs/_vti_bin/OfficialFile.asmx (YoucanpastethisfromtheClipboard.)
Task4:CreateanewContentOrganizerrule
Intheintranet.contoso.com/sites/docssite,createanewContentOrganizerrulebyusingthe informationinthefollowingtable.
Option
Name ContenttypeGroup ContentType
Value
MoveContosoDocumentitemstoHRDocs ContosoContentType ContosoDocument ContosoDepartment Isequalto
Propertybased conditionsProperty Propertybased
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Option
conditionsOperator
Value
HR HRDocsContentOrganizer
Propertybased conditionsValue TargetLocation
Task5:TestthenewContentOrganizerrule
1. CreatetwotextdocumentsonthedesktopcalledHRDocandNonHRDoc.Ensurethatyouaddsome basictexttothesetwodocumentsbecausetheuploadprocesswillnotworkotherwise. 2. NavigatetotheDocsDropOffLibrary,andthensubmittheHRDocdocument,specifyingHRasthe ContosoDepartment. 3. NavigatetotheDocsDropOffLibrary,andthensubmittheNonHRDocdocument,specifying MarketingastheContosoDepartment. 4. VerifythattheContentOrganizerrulemovestheHRDocdocumenttotheHRDocsdropofflibraryand leavestheNonHRDocdocumentintheDocsdropofflibrary.
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Exercise3:ConfiguringRetentionPoliciesandRecordsManagement
Scenario
Beforeimplementingyourcontentmanagementplaninyourproductionenvironment,youneedto configureandtestsomepartsoftheECMdesignbyusingtheinformationintheECMBusiness RequirementsdocumentandtheSharePoint2010ECMPlanningworksheet.
1. Configureinformationmanagementpolicysettingsfordocumentretentiononacontenttype. 2. ActivateandconfiguretheInPlaceRecordsManagementfeature.
Task1:Configureinformationmanagementpolicysettingsfordocumentretentiononacontenttype
Intheintranet.contoso.com/sites/docssite,configuretheinformationmanagementpolicysettingsfor documentretentionfortheContosoDocumentcontenttypebyusingtheinformationthattheSharePoint 2010ECMPlanningWorksheetSolution.xlsxfileprovides.
Task2:Activate andconfiguretheInPlaceRecordsManagementfeature
1. Intheintranet.contoso.com/sites/docssite,activatetheInPlaceRecordsManagementfeature. 2. Configuretherecorddeclarationsettingstoallowrecorddeclarationinalllocations. 3. ChangetheNonHRDocdocumenttoarecord.
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ReviewQuesti ions
1. Whatarethemaindifferen . ncesbetweenSh harePointdocu mentsandreco ords,andhowtheyshouldbe econtentmana agementplan? managedinyourenterprise
2. Whatarethethreekeycachingandperfor . rmanceaspects sofSharePointServer2010tha atmustbe considereda aspartofyourp planningforWe ebcontentman nagement?
3. Whenplanningforusingdo . ocumentsets,w whatarethelim mitsforthenum mberandsizeofdocumentsina aset thatyoumu ustconsideriny yourplan?
4. Whenyouareplanningforbrandeditems, . ,whichmustbe ethesameacro ossyoursitecollection,which ntServer2010featureshouldy youconsider? SharePoin
BestPractices B sRelatedtoE EnterpriseCo ontentManag gement

Ifyouplantousetheassetlibrarytostore eandserveaudiioandvideofile estousers,youshouldenablethedisk basedBLOBcacheandBitR RateThrottling optionstoprov videbetterperf formance. UsetheDoc cumentIDfeatu uretoattachun niqueidentifiers stoyourusers documentssot thattheycanfind themmoreeasilyirrespectiveofthedocum mentscurrent location. Ifthesiteco ollectionthatyo ouaredeploying gcontainslarge efiles,ensureth hatthetemporarystorageloca ationsfor thesefilesonboththesour rceserverfarms sandthedestin nationserverfa armshaveenoughspacetosto orethe files. Usethenew wContentOrgan nizerfeatureto ocreatemetada atabasedrules toautomaticallyroute documentst todifferentlibr rariesandfolders.

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SharePoint

2010 Boot Camp

Module4PlanningaServiceApplicationArchitecture Module5PlanningforPerformanceandCapacity Module6DesigningaPhysicalArchitecture

Module7AdministeringandAutomatingSharePoint Module8ConfiguringContentManagement Module9PlanningManagedMetadata

Module10PlanningEnterpriseContentManagement Module11ConfiguringAuthentication Module12SecuringContent

Module14ConfiguringandSecuringSharePointServicesandServiceApplications Module15UserProfilesandSocialNetworking Module16AdministeringandConfiguringSharePoint Module17ImplementingOfficeWebApps

Module18PlanningaSharePoint2010ImplementationofaBusinessIntelligenceStrategy Module19DevelopingaPlanforGovernance Module20InstallingandUpgradingtoSharePoint Module21ImplementingBusinessContinuity Module22MonitoringandOptimizingSharePointPerformance

13 123 139 153 162

Modu uleOverv view

EvaluatingtheFeatu t uresofSha arePoint2010

Describethe evalueproposit tionofSharePoint2010.

Describethe ekeySharePointproductsand technologies.

Describethe ekeySharePoin ntcapabilities,suchassites,com mmunities,con ntent,search,in nsights,and composites. .

Th heValueProp positionof SharePoint2010 0

Itisimportantth hatyouunderstandyourbusine essrequiremen ntssothatyouc canchoosethebestmixof pr roductsandtec chnologies.

Highavailability SharePointiscentrallymanagedusingtheCentralAdministrationsiteandWindowsPowerShell.It supportsgovernance,security,andcomplianceatmultiplelevels,foralmosteveryfeature.

Th hecommunities scapabilityenco ompassesmuch hofwhatpeopllethinkofasbu usinesscollabor ration.

Li ibraries Fundamentalconstructinwh hichdocuments sarestored Versioncontro ol,checkin,che eckout,docume entworkflows

Usergeneratedcontenttypicallyreferstolessstructuredformsofcontent,includingblogs,wikis,and discussionforums.Italsoreferstomicrobloggingactivitiessuchaswhenusersupdatetheirstatusoreven simplyauthoradocument.

Su upportforCo ontentandIn nteractionwit thContent

Question:WhatbusinessoutcomesdoesShare Q ePointssupport tforavarietyo ofcontenttypes sand modalitiesofinte m eractionwithth hecontentfacilitate?

TheMMSandotherservicesrelatedtothecontentcapabilityaremanageableandgovernableacrossyour entireenterprise. SharePointcanstorecontentinremotesystems,includingthefilesystem,usingremoteBLOBstorage. SharePointisaplatformthatyoucanextendinnumerousways,anditsupportsmanyinteroperability standards.

Sh harePointgivesyouaplethora ofwaystocrea ateacustomap pplicationwitho outwritingasin nglelineofcode e.

Preparingf P forShareP 2010 Point

Ro olesandTopo ologiesinSha arePointFarms s

Th hecontentofth hoseWebsitesisstoredinaSQ QLServerdatab base,whichisth hereforeanothe errole,the da atabaserole.

OverviewofSh O harePointLice ensing

En nterpriseClie entAccessLic cense

St tandardClien ntAccessLice ense

Ro ole,Software e,andConfigurationPrereq quisites

MicrosoftSharePoint2010 M 0ProductsPre eparationToo ol

Re epeattheproce essuntilallprer requisiteshavebeeninstalleda andconfigured successfully.

Question:Doesy Q yourorganizatio onallowserverstoaccesstheI Internetdirectly.Ifnot,whynot?

Sh harePoint,SQL LServer,andA ActiveDirecto ory

SQ QLServerstores salmostallofth heconfigurationandcontento ofaSharePoint tfarm.SQLServ verservices,like eall Windowsservice W es,runusinganidentity.

SQ QLServerSer rviceAccount t:SVC_SQL

Se etupUserAccount(Huma anBeing):SP_ _Admin

Th heonlySQLloginthatyoumus stmanuallycrea ateistheloginf forthesetupu ser,SP_Admin, whoactually pe erformstheinit tialsetupofthe efarm.

Itiscriticalthatt theSP_Farmacc countbeadded dtothelocalAd dministratorsgr rouponeachse erveronwhich harePointwillbeinstalled. Sh

CllientBrowser andApplicationRequireme ents

Le evel1browsers ssupportActiveXandallSharePointfunction nalityonuseran ndadministrativ vepages.

WindowsXP WindowsVista WindowsSer rver2003 WindowsSer rver2008

Windows7 WindowsSer rver2008R2

Le evel2browsers ssupportbasicr read,write,and dadministrative eactivities. O OperatingSystem Browse er AppleSafari4.x Mo ozillaFirefox3.5 5

AppleMacOSXSnowLeopa ard WindowsXP WindowsVista WindowsSer rver2003 WindowsSer rver2008

Browser InternetExplorer8(64bit) MozillaFirefox3.5

ProcessforIns stallingandCo onfiguringSharePoint2010 0

Yo oucanperform meachphaseusi inguserinterfac cetoolsorcom mmandsorscript ts.Inthefollow wingtopicsandlesson, yo oulearnhowto operformeachofthesesteps.

ConfigurationP ParametersC Checklist

Youmustkno owtheproductkeyortrialkey.Youmustente ertheproductk keyduringsetu up,butyoucanchange itlaterinCentralAdministration.

Walkthrough:I W InstallSharePo ointtoCreate aSingleServ e verFarm

In nstallationwiththeuserinterfa aceiswizarddr riven.Aslongas syouknowthe configurationinformation pr resentedearlier rinthislesson,installationisve erystraightforw ward.

1. Logonasthe . esetupuseracc count(SP_Admin). 2. RuntheSharePointServer2 . 2010StartPage e(default.hta).

3. ClickInstallS . SharePointServ ver.

Important:Itisrecommendedthatyouuset theServerFarm minstallation.

Walkthrough:C W ConfigureSha arePointonaS SingleServer rFarm

1. Logonasthe . esetupuseracc count(SP_Admin).

9. Enterthepo . ortnumberonw whichCentralA Administrationw willbehosted. 10 0.Chooseanauthenticationp provider.

NT TLMallowsCen ntralAdministra ationtouseActiveDirectoryas stheauthentica ationprovider.Thisistypically ythebest op ptionforCentra alAdministratio on.

AdvancedInstallatio A onofShare ePoint201 10

Th herearethreed differentmecha anismsforscriptingSharePoint tinstallationan ndconfiguration n,one mechanismforeachofthephas m sesofinstallatio on.

Yo oucantypePre erequisiteInstal ller.exe/?todisplaythehelpd documentation nfortheswitche es.

using Nowthatyouknowtheparame etersofPrerequ uisiteInstaller.ex xe,youcanscrip ptprerequisiteinstallationbyu on neoftwomethods: