The goal of this lecture is to demonstrate you what SharePoint is and what are the best practices for installing, configuring and managing a SharePoint farm. During this session we will be demonstrating some of the most interesting best practices in a live demo to help you get started with it. Topics: SharePoint editions and licensing – Preparing for a successful SharePoint project – System requirements – Planning SharePoint topology – Planning additional features – Installing and configuring – Best practices for deploying testing system in virtual environment – Governance - Backup and maintenance

1. Introduction to Microsoft Office SharePoint 2007
Planning, installation, configuration and
maintenance
Toni Frankola
Microsoft Team Lead
Perpetuum Mobile d.o.o.
Toni.frankola@perpetuum.hr
www.sharepointusecases.com
www.twitter.com/tonifrankola

2. 1. 2. 3.
SharePoint? Editions
Contents
4.
6. 5.
SharePoint
Mistakes Installation
Projects
8.
7. 9.
Backup /
Topology Demos
Restore / Tools
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3. 2 3
1
6 5 4
7 8 9
SHAREPOINT?
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4. SharePoint Evolution
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5. SharePoint Introduction
SharePoint
BI CMS
Forms Web
Versions
Documents Attributes
Search Collaboration
Security Views
Workflows
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6. 2 3
1
6 5 4
7 8 9
EDITIONS, UPDATES, TOOLS
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7. SharePoint Editions
• Business Data Catalog
SharePoint Server • BI and Excel Services
• InfoPath Web Forms
2007 Enterprise • Performance Point
• Server: $4424 + CAL: $94 + ECAL: $75
• Enterprise Search
• Web Content Management
SharePoint Server • Records Management
2007 • Portal Management
• Personalization (My Site)
• Server: $4424 + CAL: $94
• Team collaboration sites
• Document Management
• Contacts, Tasks, Calendars
Windows SharePoint • Blogs, Wikis
Services 3.0 • Basic Project Management
• Basic Search
• Free
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8. Typical mistakes - Editions
Salesman: “You are a huge company, you need
MOSS Enterprise!” !?
The right edition = features you need
Many great features are built-in in WSS
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9. SharePoint 14
To be released in early 2010. (not confirmed)
64-bit architecture
Plan your hardware/software today!
Ribbon look-a-like interface
Improvements to the database structure
BI, FAST search
Silverlight, JQuery
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10. v2007 Release history
RTM in 12/2006.
Service pack 1 released in 12/2007.
Infrastructure update released in 7/2008.
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11. Updates
Not automated via Windows Update
Best practices:
Fresh installs: Start with SP1
Current: Update to SP1 + Infrastructure update
Potential problems:
Different SPs > Data transfer not possible (backups
etc.)
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12. Updates cont.
Plan carefully:
.NET 3.5 WSS SP1 MOSS Language
SP1 SP1 Packs SP1
Soon to be released:
Office 2007 familiy - Service Pack 2 (April 2009)
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13. SharePoint Designer 2007
A must have tool for every deployment
FREE as of April 1st, 2009.
Connects via Web services 
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14. SharePoint 2007 and Office 2003
Application / Feature Office 2003 Office 2007
Word
Automatically updating properties NO YES
Write a blog post NO YES
Outlook
Synchronize items NO*
YES
(one way only)
Synchronize document libraries NO YES
Excel
Publishing Excel files as web pages NO YES
Powerpoint
Working with Slide Library NO YES
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15. 2 3
1
6 5 4
7 8 9
PREPARING FOR SHAREPOINT
PROJECT
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16. Project approach typical mistakes
SharePoint as “One ring to rule them all”
Similar: No end user buy-in
Strictly (IT) controlled SharePoint
SharePoint as Garbage collector
Inappropriate infrastructure
No governance plan
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17. You must have a plan / need
Step by step aproach
Typical problems you are facing:
Inability to track documentation
Paper based HR processes
Help Desk request are not centralized
Contracts in Legal department
Paper based routing and approval
Inability to find documents
Centralized phone directory
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18. Project team / project approach
Implementation side Customer side
 Consultant  Stakeholder
 Account Manager  Business user
 Project Manager  Project Manager
 Developers  Power user
 QA Lead (QA engineers)  Trainer
 Designer  System engineer
 Trainer  End user
 System engineer
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19. Planning
 Assemble Project Teams, Define Roles
 Establish Test Lab Environment
 Define Education/Training Strategy
 Review Client Software and Hardware
 Create Governance Plan with Mission, Vision, and Strategy
 Plan Server Configuration
 Plan Security
 Determine need for WSS, MOSS 2007 Standard or Enterprise
 Plan Portal
 Plan Workflows
 Plan Maintenance
 Plan Content and Navigation Structure
E-Book: Planning and architecture for Office SharePoint Server 2007
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20. Governance
Almost always overlooked 
Governance plan = Operations manual for
SharePoint environment
Balance user access with IT restrictions and
enterprise compliance policies
Not an easy task
Costs more if not implemented correctly
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21. 2 3
1
6 5 4
7 8 9
READY FOR INSTALATION?
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22. What do you need to know as good
SharePoint admin?
Windows
Networking / virtualization
AD
Basic services (like SMTP, DNS)
 IIS
SQL
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23. What do you need to know as good
SharePoint admin? – Cont.
HTML
CSS
SharePoint Power user skills
Some programming skills (would be cool)
Office client tools
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24. SW / HW Reqs.
Software:
Windows 2003 / 2008
SQL 2005 / 2008
AD Recommended
Exchange is NOT required
Nice to have: Office Communicator Server 2007
Minimal configuration:
Web server and application: Dual-processor, 2.5 GHz,
2+ GB RAM
Database: Dual-processor 2.0 GHz, 2+ GB RAM
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25. Minimal Configuration 
Plan storage
Use sizing tools (HP)
Beware of SMB servers
(too many services, too few servers)
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26. SharePoint Farms - Typicall
SQL
SQL
SQL
Index (App Tier)
All in one
Web Front Ends + Query
SharePoint Web + Services
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27. 2 3
1
6 5 4
7 8 9
INSTALATION MISTAKES
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28. Typical installation mistakes
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29. Typical installation mistakes – Cont.
Installing under personal admin account
Create a new account
Server admin
SQL admin (dbcreator, securityadmin)
Never, ever install SharePoint under Network
service account (or similar)
You need service accounts (usually 2-10)
Plan for administrative and service accounts
(Office SharePoint Server)
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30. Typical SQL mistakes
SQL logs growing out of control
SharePoint content databases growing out of
control
Keep them under 100GB
Add multiple nested site collections
Running on top of SQL Embedded edition
Use human-readable names for databases
(avoid GUIDs)
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31. Typical mistakes – Cont.
Your system drive runs out of space:
Log files configuration (drive, size)
Index size
Use dedicated drives for log files, index…
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32. 2 3
1
6 5 4
7 8 9
SHAREPOINT TOPOLOGY
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33. Web application, site collection, site!?!
Farm
Servers
Web Front End, APP, SQL
Web Applications
Central Admin, SSP Admin, Content
Databases
Content, Config, SSP, Search
Site Collections
quot;Containerquot; of Sites
Sites/Webs
Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Mtg
Lists
Doc Lib, Pages, Events, Discussions, Surveys, etc…
Items
Files, calendar items, contacts, customers, images, custom
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34. Sample site collection
Site collection topology Database topology
 Intranet site MOSS_Content_Intranet
 CRM sites MOSS_Content_CRM
 Record Archive MOSS_Content_Records
 End user is not aware of site collection (and databases) topology
 http://intranet
 http://intranet/sites/crm
 http://intranet/sites/records
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35. Application pools
Defaults OK only for small environments
Consolidate app pools for similar content apps
Recycle during night
Warm up
Limit memory usage when necessary
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36. 2 3
1
6 5 4
7 8 9
BACKUP, RESTORE, TOOLS AND
RESOURCES
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37. Backup and restore candidates
Item Recommended tools/approach
 Conf. Database and central  Native tools
administration
 Web application  Native tools / SharePoint
 Content databases  Native tools / SP or SQL
 12 hive customizations  File backup
 Alt. Access mappings  Documentation
 IIS for WFE  IIS backup / Documentation
 Shared Services Provider  Native tools
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38. Item / list level backup
Not supported OOTB
Alternatives:
Two stage recycle bin for content
End user
Site collection administrator
3rd party tools
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39. Error / Usage / Search reporting
Not configured OOTB
Configure them uppon install
Plan storage for logs
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40. STSADM and PowerShell
STSADM PowerShell
 stsadm.exe -o $siteurl = quot;http://sitequot;
DeActivateFormTemplate - $mysite=new-object
url http://demosite Microsoft.SharePoint.SPSi
te($siteurl)
$mysite.AllWebs | ft Url,
ID, Name, AllUsers
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41. Hidden costs
Backup/Recovery tools
Archiving
Anti-virus
Systems Management
Usage Analysis
Security Reporting
Workflows
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42. Workflows / Reporting
Nintex Workflow 2007 Nintex Reporting 2008
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43. SharePoint Exams
For IT Pros:
70-631-Windows SharePoint Services 3.0 -
Configuring
70-630-Office SharePoint Server 2007 -
Configuring
For Developers:
70-541-Microsoft Windows SharePoint Services
3.0 -Application Development
70-542-Microsoft Office SharePoint Server 2007 -
Application Development
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44. Resources
 Andrew Connell [MVP MOSS]
 Run IT on a Virtual Hard Disk
 Arpan Shah’s Blog
 SharePoint Reviews
 SharePoint Nick / Lightning
 SharePoint Joel
Tools (BDC Meta Man)
 End User SharePoint
 Get The Point
 SharePoint Use Cases  Sharepoint Tips And Tricks
 SharePoint Pod Show  Stefan Goßner
 Twitter / #SharePoint  Eric Shupps
  Ian’s SharePoint Blog
Codeplex
  Michael Gannotti on
SharePoint Resource Center
SharePoint +
@Techet
 To the SharePoint
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45. 2 3
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6 5 4
7 8 9
DEMOS
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46. INSTALLATION
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52. LIVE DEMOS
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53. THANK YOU!
Toni Frankola
toni.frankola@perpetuum.hr
www.sharepointusecases.com
www.twitter.com/tonifrankola