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Custom Service Applications Chris Givens Architecting Connected Systems @givenscj
About the presenter Chris Givens CEO, Architecting Connected Systems MCT, CISSP, CCNP, MS Dev Certs, SharePoint 2007 & 2010 x4 Born and raised in Tulsa, Oklahoma Resident of Rainy Seattle and Sunny San Diego! Worked at IBM, Avanade and several startups in the Puget Sound area
Special Announcement I’m the lead Architect of the eBay Upgrade Project Lots of great new content that you have never seen before will be presented at the SharePoint Conference in Anaheim in October!
About ACS Based in San Diego and Seattle Leading Advanced Courseware provider on SharePoint 2007 & 2010 and Microsoft Development products #1 Selling SharePoint Development course in the world (50064) Best Selling Business Intelligence Course for SharePoint 2010 Only company with a FULL suite of customizable SharePoint courseware (ala carte at module level) All training delivered through Microsoft Partner Channels
Overview Service Applications
Lesson: Service Applications Overview Service Applications Multi-Tenancy Extending
Overview 2007 Shared Service Provider is gone! SSP was too intense for some applications If requirement of just BDC, still had to install all components Services are now broken out into separate entities 2010 Upgrade will convert SSPs to Service Instances Service Applications are a part of SharePoint Foundation (WSS)
List of Service Applications
Access Services Allows Access 2010 to publish Access databases to SharePoint sites	 Creates a new site with links to elements inside the Access database Database data is stored in SharePoint Access 2010 simply acts as the User Interface to the data stored in SharePoint
Business Data Catalog/BCS Allows you to create interfaces to external data and use that data in SharePoint Data can exist anywhere, BDC is super extensible Places where BDC can be used: Search Site Columns BDC Web Parts New BCS features allow End Users to created BDC applications with SharePoint designer
Excel Services Excel Services allows you to display Excel workbooks as web pages Zero foot print client, no ActiveX or Excel needed Redesigned to load ALL workbooks and ignore unsupported features Excel Services in 2007 would simply not load if unsupported features were present 2010 Supports PowerPivot workbooks Excel Services Service Application Account must have access to Content Databases If not, it will not be able to render the workbooks
Managed Metadata Service MMS allows you to create reusable Term Sets Prevents the re-creation of “choice” columns across sites Term Sets are used in: Site columns User Profiles Tagging Can service multiple web applications and Farms Create a central repository of taxonomy terms for all your enterprise applications to utilize Helps bring your Information Architecture under control
User Profile User Profile Service Application provides User Profile Synchronization (using ForeFront Identity Manager) My Sites Audiences Profile Pages Social Tagging The hardest service application to setup Farm account must be a local admin for setup process to succeed ForeFront Identity Manager SharePoint “talk” to FIM via Timer Jobs FIM does all the work Debugging can be done via miisclient.exe
FAST Search FAST Search is a separate product to the core SharePoint install SharePoint talks to FAST via Proxy Service Applications FAST Search Content Crawler – indexes the content and pushes to FAST Search FAST Search Query – proxies the query requests to FAST Search
Search Service Allows you to index/crawl various content sources Databases, File Share, Lotus Notes, BDC, Web sites Highly customizable Search Scopes allow for granular searches (Easy to setup) Managed Properties allow for more granular searches (Difficult to setup) Protocol Handlers and IFilters allow for more content to be indexed in proprietary stores
Secure Store The replacement for Microsoft Single Sign On service All the same features are present that were present in SSO Steps to use SSS Setup Passphrase/key Create SSS Application Add credentials to application Setup external apps to call it
State Service Provides temporary storage of user session data for SharePoint Server components. InfoPath Forms Services forms must be displayed and state kept
Usage and Health Data Collects farm wide usage and health data, and provides the ability to view various usage and health reports.
Visio Graphics Visio 2010 can save files as Visio Web Drawings (vwd) Visio Web Drawings can be displayed as web pages using the Visio Graphics Service Previous files formats will not display Shapes can be tied to HTML Links Allows for human process diagrams to help employees learn processes easier Links do not open in new windows
Web Analytics Enables rich insights into web usage patterns by processing and analyzing web analytics data Looks at the click usages for sites and build reports based off that usage data
Word Conversion Performs automated bulk document conversions.
PerformancePoint PerformacePoint allows for building interactive dashboards and scorecards
PowerPivot PowerPivot is a new extension to Excel 2010 Free to download Allows End users to download and use massive data sets in Excel Displaying PowerPivot workbooks in SharePoint requires a separate install to SharePoint Done via the SQL Server 2008 R2 installer
PowerPoint Part of Office Web Apps Allows viewing and editing PowerPoint files in the browser PowerPoint Broadcast feature allows Presentations can be viewed across multiple platforms (Cell Phone, Web, Office)
Word Viewing Part of Office Web Apps Allows viewing and editing Word files in the browser
Service Application Proxies A proxy is automatically created for an SA when the SA is created Used to connect web apps to Service Apps Some proxies might include settings that can be modified Managed Metadata SA, you must indicate which proxy is the default taxonomy store Round Robin load balancing Some service proxies setup on web front ends can load balance between themselves
Proxy Groups A proxy group is a group of SA proxies that are selected for a web app By default, all SA proxies are included in the default proxy group.  A single proxy can be in multiple Proxy Groups When you create a web app you can: Select the default proxy group Create a custom proxy group by selecting which SA proxies should be included The custom proxy group for one web app cannot be reused with a different web app
Multi-tenancy Service Applications can service: Multiple Web Applications Multiple Farms Allows for creative architectures Single Farm, single service application (Search) Single Farm, all service apps, no web apps Some SA configurations can Share or Partition data inside same service Governance best practices should be applied to whether multi-tenancy will be allowed
Extending Customers and 3rd parties can create custom services Extensible API for building applications on top of SharePoint 2010 Components: Management Pages Service Install / Uninstall code Proxy interfaces / WCF Web Service Web Client SPRoundRobinServiceLoadBalancer Allows for enhancing the load balancer
Who writes these things? 3rd party software companies NewsGator ACS Developers that want to leverage the load balancer built into SharePoint Presenters 
Custom Service Application Steps Create SPIisWebService Create SPIisWebServiceApplication Create SPIisWebServiceApplicationInstance Create SPIisWebServiceApplicationProxy Create SPIisWebServiceProxy Create WCF Service Create WCF Client Create Administration Interfaces (Create, Manage) Create Test Page
Service Application Configs Each Services Application has a configuration file Stored in the SharePoint Root (14 hive) WebServices directory Modify the config file: Increase timeouts Turn on Web faultsxceptions for debugging
Quick Note Creating one of every service application will create over 20 databases on the SQL Server Require that SharePoint have its own Database Server Perform Capacity Planning! As the number of connections to the database increase, the faster the database server will become the bottleneck
Demonstration: Service Applications Let’s look at: Review Service Applications Create Service Application Instance
Summary SSP’s do not exist in 2010 Service Applications provide more granular service delivery possibilities 20 service applications available out of box 3rd party custom service applications can be built to provide common services across your farm(s)
Questions? Questions? Email:  chris@architectingconnectedsystems.com Twitter: @givenscj
How did I do? Please be sure to fill out your session evaluation!

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Custom Service Apps in SharePoint 2010

  • 1. Custom Service Applications Chris Givens Architecting Connected Systems @givenscj
  • 2. About the presenter Chris Givens CEO, Architecting Connected Systems MCT, CISSP, CCNP, MS Dev Certs, SharePoint 2007 & 2010 x4 Born and raised in Tulsa, Oklahoma Resident of Rainy Seattle and Sunny San Diego! Worked at IBM, Avanade and several startups in the Puget Sound area
  • 3. Special Announcement I’m the lead Architect of the eBay Upgrade Project Lots of great new content that you have never seen before will be presented at the SharePoint Conference in Anaheim in October!
  • 4. About ACS Based in San Diego and Seattle Leading Advanced Courseware provider on SharePoint 2007 & 2010 and Microsoft Development products #1 Selling SharePoint Development course in the world (50064) Best Selling Business Intelligence Course for SharePoint 2010 Only company with a FULL suite of customizable SharePoint courseware (ala carte at module level) All training delivered through Microsoft Partner Channels
  • 6. Lesson: Service Applications Overview Service Applications Multi-Tenancy Extending
  • 7. Overview 2007 Shared Service Provider is gone! SSP was too intense for some applications If requirement of just BDC, still had to install all components Services are now broken out into separate entities 2010 Upgrade will convert SSPs to Service Instances Service Applications are a part of SharePoint Foundation (WSS)
  • 8. List of Service Applications
  • 9. Access Services Allows Access 2010 to publish Access databases to SharePoint sites Creates a new site with links to elements inside the Access database Database data is stored in SharePoint Access 2010 simply acts as the User Interface to the data stored in SharePoint
  • 10. Business Data Catalog/BCS Allows you to create interfaces to external data and use that data in SharePoint Data can exist anywhere, BDC is super extensible Places where BDC can be used: Search Site Columns BDC Web Parts New BCS features allow End Users to created BDC applications with SharePoint designer
  • 11. Excel Services Excel Services allows you to display Excel workbooks as web pages Zero foot print client, no ActiveX or Excel needed Redesigned to load ALL workbooks and ignore unsupported features Excel Services in 2007 would simply not load if unsupported features were present 2010 Supports PowerPivot workbooks Excel Services Service Application Account must have access to Content Databases If not, it will not be able to render the workbooks
  • 12. Managed Metadata Service MMS allows you to create reusable Term Sets Prevents the re-creation of “choice” columns across sites Term Sets are used in: Site columns User Profiles Tagging Can service multiple web applications and Farms Create a central repository of taxonomy terms for all your enterprise applications to utilize Helps bring your Information Architecture under control
  • 13. User Profile User Profile Service Application provides User Profile Synchronization (using ForeFront Identity Manager) My Sites Audiences Profile Pages Social Tagging The hardest service application to setup Farm account must be a local admin for setup process to succeed ForeFront Identity Manager SharePoint “talk” to FIM via Timer Jobs FIM does all the work Debugging can be done via miisclient.exe
  • 14. FAST Search FAST Search is a separate product to the core SharePoint install SharePoint talks to FAST via Proxy Service Applications FAST Search Content Crawler – indexes the content and pushes to FAST Search FAST Search Query – proxies the query requests to FAST Search
  • 15. Search Service Allows you to index/crawl various content sources Databases, File Share, Lotus Notes, BDC, Web sites Highly customizable Search Scopes allow for granular searches (Easy to setup) Managed Properties allow for more granular searches (Difficult to setup) Protocol Handlers and IFilters allow for more content to be indexed in proprietary stores
  • 16. Secure Store The replacement for Microsoft Single Sign On service All the same features are present that were present in SSO Steps to use SSS Setup Passphrase/key Create SSS Application Add credentials to application Setup external apps to call it
  • 17. State Service Provides temporary storage of user session data for SharePoint Server components. InfoPath Forms Services forms must be displayed and state kept
  • 18. Usage and Health Data Collects farm wide usage and health data, and provides the ability to view various usage and health reports.
  • 19. Visio Graphics Visio 2010 can save files as Visio Web Drawings (vwd) Visio Web Drawings can be displayed as web pages using the Visio Graphics Service Previous files formats will not display Shapes can be tied to HTML Links Allows for human process diagrams to help employees learn processes easier Links do not open in new windows
  • 20. Web Analytics Enables rich insights into web usage patterns by processing and analyzing web analytics data Looks at the click usages for sites and build reports based off that usage data
  • 21. Word Conversion Performs automated bulk document conversions.
  • 22. PerformancePoint PerformacePoint allows for building interactive dashboards and scorecards
  • 23. PowerPivot PowerPivot is a new extension to Excel 2010 Free to download Allows End users to download and use massive data sets in Excel Displaying PowerPivot workbooks in SharePoint requires a separate install to SharePoint Done via the SQL Server 2008 R2 installer
  • 24. PowerPoint Part of Office Web Apps Allows viewing and editing PowerPoint files in the browser PowerPoint Broadcast feature allows Presentations can be viewed across multiple platforms (Cell Phone, Web, Office)
  • 25. Word Viewing Part of Office Web Apps Allows viewing and editing Word files in the browser
  • 26. Service Application Proxies A proxy is automatically created for an SA when the SA is created Used to connect web apps to Service Apps Some proxies might include settings that can be modified Managed Metadata SA, you must indicate which proxy is the default taxonomy store Round Robin load balancing Some service proxies setup on web front ends can load balance between themselves
  • 27. Proxy Groups A proxy group is a group of SA proxies that are selected for a web app By default, all SA proxies are included in the default proxy group. A single proxy can be in multiple Proxy Groups When you create a web app you can: Select the default proxy group Create a custom proxy group by selecting which SA proxies should be included The custom proxy group for one web app cannot be reused with a different web app
  • 28. Multi-tenancy Service Applications can service: Multiple Web Applications Multiple Farms Allows for creative architectures Single Farm, single service application (Search) Single Farm, all service apps, no web apps Some SA configurations can Share or Partition data inside same service Governance best practices should be applied to whether multi-tenancy will be allowed
  • 29. Extending Customers and 3rd parties can create custom services Extensible API for building applications on top of SharePoint 2010 Components: Management Pages Service Install / Uninstall code Proxy interfaces / WCF Web Service Web Client SPRoundRobinServiceLoadBalancer Allows for enhancing the load balancer
  • 30. Who writes these things? 3rd party software companies NewsGator ACS Developers that want to leverage the load balancer built into SharePoint Presenters 
  • 31. Custom Service Application Steps Create SPIisWebService Create SPIisWebServiceApplication Create SPIisWebServiceApplicationInstance Create SPIisWebServiceApplicationProxy Create SPIisWebServiceProxy Create WCF Service Create WCF Client Create Administration Interfaces (Create, Manage) Create Test Page
  • 32. Service Application Configs Each Services Application has a configuration file Stored in the SharePoint Root (14 hive) WebServices directory Modify the config file: Increase timeouts Turn on Web faultsxceptions for debugging
  • 33. Quick Note Creating one of every service application will create over 20 databases on the SQL Server Require that SharePoint have its own Database Server Perform Capacity Planning! As the number of connections to the database increase, the faster the database server will become the bottleneck
  • 34. Demonstration: Service Applications Let’s look at: Review Service Applications Create Service Application Instance
  • 35. Summary SSP’s do not exist in 2010 Service Applications provide more granular service delivery possibilities 20 service applications available out of box 3rd party custom service applications can be built to provide common services across your farm(s)
  • 36. Questions? Questions? Email: chris@architectingconnectedsystems.com Twitter: @givenscj
  • 37. How did I do? Please be sure to fill out your session evaluation!