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Thinking SharePoint? Think Jornata.



  Planning and Configuring
Extranets in SharePoint 2010
                        Geoff Varosky
           Director, Development & Evangelism
 Prepared for
 Prepared by                Jornata
                  gvarosky@jornata.com
                     Jornata
                     61-63 Chatham Street
               Follow me on Twitter @gvaro
                     Fourth Floor
                  Boston, MA 02109
 Submitted on     April 25, 2012
About Me
• Geoff Varosky
  – Jornata
     • Director, Development & Evangelism
     • BASPUG Co-Founder
     • SPS Boston Co-Organizer
  – Blog : www.sharepointyankee.com
  – Email: gvarosky@jornata.com
  – Twitter: @gvaro
  – LinkedIn & Facebook


              Thinking SharePoint? Think Jornata.
Agenda
• Thinking
  – What is an Extranet?
  – Design
     • Topology
     • Authentication Mechanism
     • User Identity Storage Location
  – Evaluating Your Requirements
  – SharePoint 2010 Considerations

• Doing
  – Configuration
  – User and Role Management

                                                      3
                Thinking SharePoint? Think Jornata.
What is an extranet?


                                           4
     Thinking SharePoint? Think Jornata.
What is an extranet?




                                       5
 Thinking SharePoint? Think Jornata.
What is an extranet?


Controlled access from
  external networks


                                           6
     Thinking SharePoint? Think Jornata.
What is an extranet?


Controlled access from
 EXTeRnAl NETworks


                                           7
     Thinking SharePoint? Think Jornata.
Design




                                      8
Thinking SharePoint? Think Jornata.
Primary Design Considerations
• Topology
• Authentication Method
• User Identity Storage Location




                                                  9
            Thinking SharePoint? Think Jornata.
Topology




                                      10
Thinking SharePoint? Think Jornata.
Very Simple Extranet Example




                                            11
      Thinking SharePoint? Think Jornata.
Edge Firewall
                                                         Corporate network
                                                          a/k/a where you access
Internets   Perimeter network                              Facebook from every
                                                                 morning




External          Firewall/UAG                      Server Farm               Internal
 Users                                                                         Users




                                                                                   12
              Thinking SharePoint? Think Jornata.
Back to Back Perimeter

  Internets                          Perimeter network                                         Corporate network




External      Firewall                 Router A                  Router B               Firewall          Internal
 Users         /UAG                                                                      /UAG              Users




                          LAYER 1                     LAYER 2               LAYER 3
                         Web Servers                 APP & SQL        DNS, Active Directory,
                                                      Servers             LOB Systems




                                                                                                                13
                           Thinking SharePoint? Think Jornata.
Back to Back Perimeter
                         with Cross-Cross Farm Services



  Internets                        Perimeter network                  Corporate network




External      Firewall                                         Firewall                   Internal
 Users         /UAG                                             /UAG                       Users




                                          CONSUMING FARM                  SERVICES FARM




                                                                                                14
                         Thinking SharePoint? Think Jornata.
Split Back-to-Back

                                                                          Corporate network
  Internets                 Perimeter network
                                                                          YAY! FACEBOOKS! LOLS!




External      Firewall                                         Firewall                          Internal
 Users         /UAG                                             /UAG                              Users




                                      Web Servers,                           SQL Servers,
                                    Application Servers,                  Application Servers,
                                       DNS, Active                           DNS, Active
                                         Directory                             Directory




                                                                                                       15
                         Thinking SharePoint? Think Jornata.
Authentication




                                      16
Thinking SharePoint? Think Jornata.
Authentication Methods
• Windows
  – NTLM
  – Kerberos
  – Basic
• Forms-Based Authentication (FBA)*
  – *Claims needs to be enabled for FBA
• Claims-Based Authentication
  – SAML tokens


                                                     17
               Thinking SharePoint? Think Jornata.
User Identity Storage




                                        18
  Thinking SharePoint? Think Jornata.
User Identity Storage
•   Active Directory
•   LDAP
•   SQL Server
•   Other




                                                    19
              Thinking SharePoint? Think Jornata.
Your Requirements




                                      20
Thinking SharePoint? Think Jornata.
Evaluating Your Requirements
• What do you REALLY need?
  –   Who needs access?
  –   How sensitive is the data?
  –   How sensitive is your network?
  –   Budget?**




                                                      21
                Thinking SharePoint? Think Jornata.
**Budget




                                      22
Thinking SharePoint? Think Jornata.
Plan Your Requirements
• Who needs access?
  – Internal employees only
      • Active Directory
  – Internal employees and external users
      • Active Directory
           – Additional domain with restricted access
      • Active Directory & Forms Based Authentication
           – Claims Authentication
  – External only (rare)
      • Clients, partners, consultants
           – Active Directory or LDAP or SQL?
           – Forms Based Authentication or Windows auth?
           – Separate or together?
  – Hosting
  – Mobile Clients

                                                           23
                    Thinking SharePoint? Think Jornata.
Remember this…

               You are giving a key
                  to access your
                company’s data in
                  some form or
                     another.

                                      24
Thinking SharePoint? Think Jornata.
Requirements
• How sensitive is the data & internal network?
   – Network & SharePoint
      •   DMZ
      •   Same farm, separate web application
      •   Separate farm
      •   Multiple Farms – Cross-farm services, publishing




                                                             25
                    Thinking SharePoint? Think Jornata.
Requirements
• How sensitive is the data & internal network?
   – Security
       • Secure Certificates (SSL)
       • Encryption
       • Firewall
             – Both hardware and software?
             – Content Filtering
             – ACLs
       •   Virtual Private Network
       •   Anti-Virus and Anti-Malware
       •   Client-based certificates
       •   One-time passwords (RSA tokens)
       •   Phone verification
       •   Biometrics
             – Retina, fingerprint, facial structure, hair and blood samples


                     Thinking SharePoint? Think Jornata.                       26
SharePoint 2010


                                       27
 Thinking SharePoint? Think Jornata.
SharePoint 2010
• Supported version?
   – All Versions: Foundation up through Enterprise Server 2010

   – Office 365
      • Can be used as an extranet (since that’s basically what it
        is!)




                                                                 28
                Thinking SharePoint? Think Jornata.
DEMO!
Assumptions: Any Topology; Multi-mode (Windows & FBA
Auth); SQL Users:

1.   Create ASP.NET Membership Database
2.   Configure SharePoint
3.   Configure IIS
4.   Create and Manage Users


                                                       29
        Thinking SharePoint? Think Jornata.
Managing Users
• IIS
   – Must change default role manager and membership providers
     each time = DOWNTIME.
   – Separate IIS Virtual Web Application
• BCS
   – Great way to manage users (passwords, emails, etc.)
   – No ability to create users without another layer of logic
• Codeplex
   – SharePoint 2010 FBA Pack
        • http://sharepoint2010fba.codeplex.com
• 3rd Party…


                                                                 30
                    Thinking SharePoint? Think Jornata.
Remember this too…
• Test the configuration
• Review security regularly




                                                  31
            Thinking SharePoint? Think Jornata.
Resources
• My blog series
   – Part 1 : http://go.gvaro.net/ExtranetsP1
   – Part 2 : http://go.gvaro.net/ExtranetsP2
   – Part 3 : http://go.gvaro.net/ExtranetsP3




                                                       32
                 Thinking SharePoint? Think Jornata.
Resources
• Phone Factor – Phone Verification
   – http://www.phonefactor.com
• Plan Security Hardening (TechNet)
   – http://go.gvaro.net/uSyY1Z
• SharePoint 2007 & 2010 Farm Ports (Firewall Config)
   – http://go.gvaro.net/uWQZzU
• SharePoint Ports, Proxies, and Protocols (Firewall Config)
   – http://go.gvaro.net/tblxCn
• Harden SQL Server for SharePoint
   – http://go.gvaro.net/viVQuN



                                                               33
                 Thinking SharePoint? Think Jornata.
Resources
• Visual FBA configuration by Donal Conlon
   – http://go.gvaro.net/oPnAYx

• Extranet tested topologies for SP 2010 Model
   – http://go.gvaro.net/SP2010ExtTopMod

• ASP.NET 2.0 Membership Database Reference
   – Create, Add Users, etc.
   – http://go.gvaro.net/AN2Mbr

• FBA Configuration in SharePoint 2010
   – LDAP: http://go.gvaro.net/FBALDAP
   – ASP.NET Membership DB: http://go.gvaro.net/FBAANMDB

                                                           34
                Thinking SharePoint? Think Jornata.
Resources
• PeoplePicker Wildcard Search
   – http://go.gvaro.net/FBAWildCard

• Helpful Resources for Troubleshooting Membership
  Providers
   – http://go.gvaro.net/TSMemProv


• “Sign me in automatically” in FBA
   – http://go.gvaro.net/pAkDQP


• Configuring SSL in a Development Environment
   – http://go.gvaro.net/uOTTlJ

                                                       35
                 Thinking SharePoint? Think Jornata.
Summary
• Plan Your Design
  – Topology
       • Same Farm? Dedicated Farm? Back-to-Back? Etc…
  – Authentication Mechanism
  – User Identity Storage Location
• Evaluate Your Requirements
  – Map to Technology
• Do
  – Test!
  – Easy Configuration
  – User and Role Management


                                                         36
                Thinking SharePoint? Think Jornata.
Q&A
                                      38
Thinking SharePoint? Think Jornata.
•   Meets 2nd Wednesday/Month
•   6P – 8PM
•   Microsoft N.E.R.D. Center
•   http://www.bostonsharepointug.org
•   Twitter: @BASPUG / #BASPUG


        Thinking SharePoint? Think Jornata.
•   April 28th
•   Waltham, MA
•   http://biy.ly/SPSBos
•   Twitter: @SPSBoston / #SPSBos


        Thinking SharePoint? Think Jornata.
About Me
• Geoff Varosky
  – Jornata
     • Director, Development & Evangelism
     • BASPUG Co-Founder
     • SPS Boston Co-Organizer
  – Blog : www.sharepointyankee.com
  – Email: gvarosky@jornata.com
  – Twitter: @gvaro
  – LinkedIn & Facebook


              Thinking SharePoint? Think Jornata.

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Planning and Configuring Extranets in SharePoint 2010

  • 1. Thinking SharePoint? Think Jornata. Planning and Configuring Extranets in SharePoint 2010 Geoff Varosky Director, Development & Evangelism Prepared for Prepared by Jornata gvarosky@jornata.com Jornata 61-63 Chatham Street Follow me on Twitter @gvaro Fourth Floor Boston, MA 02109 Submitted on April 25, 2012
  • 2. About Me • Geoff Varosky – Jornata • Director, Development & Evangelism • BASPUG Co-Founder • SPS Boston Co-Organizer – Blog : www.sharepointyankee.com – Email: gvarosky@jornata.com – Twitter: @gvaro – LinkedIn & Facebook Thinking SharePoint? Think Jornata.
  • 3. Agenda • Thinking – What is an Extranet? – Design • Topology • Authentication Mechanism • User Identity Storage Location – Evaluating Your Requirements – SharePoint 2010 Considerations • Doing – Configuration – User and Role Management 3 Thinking SharePoint? Think Jornata.
  • 4. What is an extranet? 4 Thinking SharePoint? Think Jornata.
  • 5. What is an extranet? 5 Thinking SharePoint? Think Jornata.
  • 6. What is an extranet? Controlled access from external networks 6 Thinking SharePoint? Think Jornata.
  • 7. What is an extranet? Controlled access from EXTeRnAl NETworks 7 Thinking SharePoint? Think Jornata.
  • 8. Design 8 Thinking SharePoint? Think Jornata.
  • 9. Primary Design Considerations • Topology • Authentication Method • User Identity Storage Location 9 Thinking SharePoint? Think Jornata.
  • 10. Topology 10 Thinking SharePoint? Think Jornata.
  • 11. Very Simple Extranet Example 11 Thinking SharePoint? Think Jornata.
  • 12. Edge Firewall Corporate network a/k/a where you access Internets Perimeter network Facebook from every morning External Firewall/UAG Server Farm Internal Users Users 12 Thinking SharePoint? Think Jornata.
  • 13. Back to Back Perimeter Internets Perimeter network Corporate network External Firewall Router A Router B Firewall Internal Users /UAG /UAG Users LAYER 1 LAYER 2 LAYER 3 Web Servers APP & SQL DNS, Active Directory, Servers LOB Systems 13 Thinking SharePoint? Think Jornata.
  • 14. Back to Back Perimeter with Cross-Cross Farm Services Internets Perimeter network Corporate network External Firewall Firewall Internal Users /UAG /UAG Users CONSUMING FARM SERVICES FARM 14 Thinking SharePoint? Think Jornata.
  • 15. Split Back-to-Back Corporate network Internets Perimeter network YAY! FACEBOOKS! LOLS! External Firewall Firewall Internal Users /UAG /UAG Users Web Servers, SQL Servers, Application Servers, Application Servers, DNS, Active DNS, Active Directory Directory 15 Thinking SharePoint? Think Jornata.
  • 16. Authentication 16 Thinking SharePoint? Think Jornata.
  • 17. Authentication Methods • Windows – NTLM – Kerberos – Basic • Forms-Based Authentication (FBA)* – *Claims needs to be enabled for FBA • Claims-Based Authentication – SAML tokens 17 Thinking SharePoint? Think Jornata.
  • 18. User Identity Storage 18 Thinking SharePoint? Think Jornata.
  • 19. User Identity Storage • Active Directory • LDAP • SQL Server • Other 19 Thinking SharePoint? Think Jornata.
  • 20. Your Requirements 20 Thinking SharePoint? Think Jornata.
  • 21. Evaluating Your Requirements • What do you REALLY need? – Who needs access? – How sensitive is the data? – How sensitive is your network? – Budget?** 21 Thinking SharePoint? Think Jornata.
  • 22. **Budget 22 Thinking SharePoint? Think Jornata.
  • 23. Plan Your Requirements • Who needs access? – Internal employees only • Active Directory – Internal employees and external users • Active Directory – Additional domain with restricted access • Active Directory & Forms Based Authentication – Claims Authentication – External only (rare) • Clients, partners, consultants – Active Directory or LDAP or SQL? – Forms Based Authentication or Windows auth? – Separate or together? – Hosting – Mobile Clients 23 Thinking SharePoint? Think Jornata.
  • 24. Remember this… You are giving a key to access your company’s data in some form or another. 24 Thinking SharePoint? Think Jornata.
  • 25. Requirements • How sensitive is the data & internal network? – Network & SharePoint • DMZ • Same farm, separate web application • Separate farm • Multiple Farms – Cross-farm services, publishing 25 Thinking SharePoint? Think Jornata.
  • 26. Requirements • How sensitive is the data & internal network? – Security • Secure Certificates (SSL) • Encryption • Firewall – Both hardware and software? – Content Filtering – ACLs • Virtual Private Network • Anti-Virus and Anti-Malware • Client-based certificates • One-time passwords (RSA tokens) • Phone verification • Biometrics – Retina, fingerprint, facial structure, hair and blood samples Thinking SharePoint? Think Jornata. 26
  • 27. SharePoint 2010 27 Thinking SharePoint? Think Jornata.
  • 28. SharePoint 2010 • Supported version? – All Versions: Foundation up through Enterprise Server 2010 – Office 365 • Can be used as an extranet (since that’s basically what it is!) 28 Thinking SharePoint? Think Jornata.
  • 29. DEMO! Assumptions: Any Topology; Multi-mode (Windows & FBA Auth); SQL Users: 1. Create ASP.NET Membership Database 2. Configure SharePoint 3. Configure IIS 4. Create and Manage Users 29 Thinking SharePoint? Think Jornata.
  • 30. Managing Users • IIS – Must change default role manager and membership providers each time = DOWNTIME. – Separate IIS Virtual Web Application • BCS – Great way to manage users (passwords, emails, etc.) – No ability to create users without another layer of logic • Codeplex – SharePoint 2010 FBA Pack • http://sharepoint2010fba.codeplex.com • 3rd Party… 30 Thinking SharePoint? Think Jornata.
  • 31. Remember this too… • Test the configuration • Review security regularly 31 Thinking SharePoint? Think Jornata.
  • 32. Resources • My blog series – Part 1 : http://go.gvaro.net/ExtranetsP1 – Part 2 : http://go.gvaro.net/ExtranetsP2 – Part 3 : http://go.gvaro.net/ExtranetsP3 32 Thinking SharePoint? Think Jornata.
  • 33. Resources • Phone Factor – Phone Verification – http://www.phonefactor.com • Plan Security Hardening (TechNet) – http://go.gvaro.net/uSyY1Z • SharePoint 2007 & 2010 Farm Ports (Firewall Config) – http://go.gvaro.net/uWQZzU • SharePoint Ports, Proxies, and Protocols (Firewall Config) – http://go.gvaro.net/tblxCn • Harden SQL Server for SharePoint – http://go.gvaro.net/viVQuN 33 Thinking SharePoint? Think Jornata.
  • 34. Resources • Visual FBA configuration by Donal Conlon – http://go.gvaro.net/oPnAYx • Extranet tested topologies for SP 2010 Model – http://go.gvaro.net/SP2010ExtTopMod • ASP.NET 2.0 Membership Database Reference – Create, Add Users, etc. – http://go.gvaro.net/AN2Mbr • FBA Configuration in SharePoint 2010 – LDAP: http://go.gvaro.net/FBALDAP – ASP.NET Membership DB: http://go.gvaro.net/FBAANMDB 34 Thinking SharePoint? Think Jornata.
  • 35. Resources • PeoplePicker Wildcard Search – http://go.gvaro.net/FBAWildCard • Helpful Resources for Troubleshooting Membership Providers – http://go.gvaro.net/TSMemProv • “Sign me in automatically” in FBA – http://go.gvaro.net/pAkDQP • Configuring SSL in a Development Environment – http://go.gvaro.net/uOTTlJ 35 Thinking SharePoint? Think Jornata.
  • 36. Summary • Plan Your Design – Topology • Same Farm? Dedicated Farm? Back-to-Back? Etc… – Authentication Mechanism – User Identity Storage Location • Evaluate Your Requirements – Map to Technology • Do – Test! – Easy Configuration – User and Role Management 36 Thinking SharePoint? Think Jornata.
  • 37.
  • 38. Q&A 38 Thinking SharePoint? Think Jornata.
  • 39. Meets 2nd Wednesday/Month • 6P – 8PM • Microsoft N.E.R.D. Center • http://www.bostonsharepointug.org • Twitter: @BASPUG / #BASPUG Thinking SharePoint? Think Jornata.
  • 40. April 28th • Waltham, MA • http://biy.ly/SPSBos • Twitter: @SPSBoston / #SPSBos Thinking SharePoint? Think Jornata.
  • 41. About Me • Geoff Varosky – Jornata • Director, Development & Evangelism • BASPUG Co-Founder • SPS Boston Co-Organizer – Blog : www.sharepointyankee.com – Email: gvarosky@jornata.com – Twitter: @gvaro – LinkedIn & Facebook Thinking SharePoint? Think Jornata.