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SharePoint Administration
Best Practices and Tips from the Field
About Wahid
• Senior Consultant at Microsoft
• Working with SharePoint since 2005 (SPS 2003)
• Certifications include MCITP: SharePoint Server 2010, CCNA,
  Security+
• SharePoint Admin for 5 years before consulting.
• US Army veteran (6 yrs); worked with DoD, Financial, Media
  companies as a consultant.
• Co-founder San Fernando Valley SPUG
• Co-chair SharePoint Saturday Los Angeles

Blog: http://www.wahidsaleemi.com
Twitter: @wahidsaleemi
About Nedra
• Working with SharePoint since 2006, MCTS
• Worked with the Department of Defense, the aerospace
  and biotech industry, entertainment and non-profit
  organization
• User Advocate
• Presently is the Senior Technical Consultant at Perficient
• Co-Chair of SharePoint Saturday Los Angeles
• Co-Founder of the San Fernando Valley SPUG
• Western Regional Representative of Women in SharePoint
• Twitter @NedraAllmond
Abstract
The job of a SharePoint Administrator is one of the most
demanding. You need to take care of the infrastructure;
you need to make sure the SharePoint Farm is operating
smoothly; you are expected to make improvements in
reliability, features, and create enhancements for
business users. All this, while being the helpdesk for
anything related to SharePoint. In this session, we’ll talk
about how best to handle all of that. We explore some
best practices around SharePoint infrastructure, site
architecture, permissions management as well as on-
going maintenance. Whether you have a large budget
(anyone?) or no budget, we’ll propose solutions to help
make you a more efficient administrator.
Topics
Training
Best Practices and Tips from the Field
Training
Be Proactive
  Conduct On-going Training
  Build A Support Team


Use Tools
  Productivity Hub SP1
  SharePoint Adoption Kit


Some Tips
  Quick Reference Cards
  Bite-size Videos or User Group
Information Lifecycle
Best Practices and Tips from the Field
Information Lifecycle




Example: How MSIT does it - http://technet.microsoft.com/en-us/library/hh305231.aspx
Backups
Best Practices and Tips from the Field
Backups
Define your restore                Out of the box
                                 Backup-SPFarm
  strategy first!                File system backups
  How much data loss (RPO)?      (14 hive, web.config, ULS)
  How long to restore (RTO)?     IIS Metabase



Consider 3rd party                    Best Free
   tools first                       Backup Tool
  Microsoft DPM                  SPFarmBackup (CodePlex)
  Symantec BackupExec
  Integrated Suites (AvePoint)
Demo: Doc Retention & Backups
    Best Practices and Tips from the Field
SQL Settings
Best Practices and Tips from the Field
SQL Settings
Maintenance Plans                              Server
                          ** Run during off-
                                               Settings
                          peak times!            MAXDOP to 1
                                                 MAXMEM to ~ 80%


                                               TempDB
                                                 Recovery: Simple
                                                 Optimize for
                                                 Performance


External Maintenance                           Content DBs
  DB Fragmentation (3 Health Analyzer Rules)     Recovery: Full
  DBCC SHRINKDATABASE (use rarely)               Change Auto-growth
Windows Services
Best Practices and Tips from the Field
Windows Services
SQL Server                      Important SharePoint
  SQL Server (INSTANCE)           W3SVC
  SQL Server Agent (INSTANCE)     C2WTS
                                  SPTimerV4

Configuration
  SQL Server Configuration      Configuration
  Manager                         Manage Services on Server
  Use service accounts            Configure Service Accounts


Other SQL Services              Don’t Touch!
  SSAS; SSIS; SSRS                FIMService
  SQL Server Browser              FIMSynchronizationService
Demo: SQL Settings & Windows
                      Services
 Best Practices and Tips from the Field
File System Objects
Best Practices and Tips from the Field
File System Objects

   “14 hive” (master pages, features, site definitions, etc.):
   Is the path: C:Program FilesCommon filesMicrosoft
   SharedWeb Server Extensions14
   Logs: This directory contains setup and run-time tracing logs.
Permissions
Best Practices and Tips from the Field
Permissions

    Pick your strategy and stick with it.


                                            SharePoint
    AD Groups              Mixed            Groups
    (more administrative   (most common     (give users more
    overhead)              strategy)        control)


    Tools
    CodePlex: SP Permissions Manager
    Axceler: ControlPoint
    Quest: Site Administrator
Monitoring
Best Practices and Tips from the Field
Monitoring
Be Proactive
  “Just Do it.” Monitoring can prevent problems from snowballing.


Use Tools
  Several commercial products available from Microsoft, Quest, BMC and
  others.
  If you don’t have the budget, use a mix of tools (low cost or free), such as
  Idera Performance Monitor and Polymon (see notes section for links)


Automate
  You can configure Windows Services to run a script on failure. Write your
  own PowerShell script to alert you on failure.
Search
Best Practices and Tips from the Field
Search
For when you’re also the Search
Administrator
Problems               Solutions
  Can’t find it                      Best bets
  Too many results                   Metadata (Refiners)
  Takes too long to check result     Preview (Surfray, BA-Insight)
  No results                         Check permissions (svc & user)
  Unexpected results                 Debug using ULS & raw XML


Search sucks                       Enhancements
  Can’t find some doc types          Install iFilters (PDF, AutoCAD)
  Can’t search specific system       Add Custom Scopes (people)
Automation
Best Practices and Tips from the Field
Automation
              Use it for common tasks.
              Create reusable scripts
              Use to record changes like in
               web.config.
              Use for bulk operations
Demo: PowerShell
Best Practices and Tips from the Field
We want your feedback!
                 Use this QR code or visit:
                 http://sps.la/feedback

                 Silver Sponsors:
Victory Lap- social event
  "SharePoint Victory Lap" Social Event for
     SPSLA will be at: 5:30pm to 8pm at
Di Piazzas (5205 E. Pacific Coast Hwy, 90804)

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SharePoint Administration: Tips from the Field

  • 2. About Wahid • Senior Consultant at Microsoft • Working with SharePoint since 2005 (SPS 2003) • Certifications include MCITP: SharePoint Server 2010, CCNA, Security+ • SharePoint Admin for 5 years before consulting. • US Army veteran (6 yrs); worked with DoD, Financial, Media companies as a consultant. • Co-founder San Fernando Valley SPUG • Co-chair SharePoint Saturday Los Angeles Blog: http://www.wahidsaleemi.com Twitter: @wahidsaleemi
  • 3. About Nedra • Working with SharePoint since 2006, MCTS • Worked with the Department of Defense, the aerospace and biotech industry, entertainment and non-profit organization • User Advocate • Presently is the Senior Technical Consultant at Perficient • Co-Chair of SharePoint Saturday Los Angeles • Co-Founder of the San Fernando Valley SPUG • Western Regional Representative of Women in SharePoint • Twitter @NedraAllmond
  • 4. Abstract The job of a SharePoint Administrator is one of the most demanding. You need to take care of the infrastructure; you need to make sure the SharePoint Farm is operating smoothly; you are expected to make improvements in reliability, features, and create enhancements for business users. All this, while being the helpdesk for anything related to SharePoint. In this session, we’ll talk about how best to handle all of that. We explore some best practices around SharePoint infrastructure, site architecture, permissions management as well as on- going maintenance. Whether you have a large budget (anyone?) or no budget, we’ll propose solutions to help make you a more efficient administrator.
  • 6. Training Best Practices and Tips from the Field
  • 7. Training Be Proactive Conduct On-going Training Build A Support Team Use Tools Productivity Hub SP1 SharePoint Adoption Kit Some Tips Quick Reference Cards Bite-size Videos or User Group
  • 8. Information Lifecycle Best Practices and Tips from the Field
  • 9. Information Lifecycle Example: How MSIT does it - http://technet.microsoft.com/en-us/library/hh305231.aspx
  • 10. Backups Best Practices and Tips from the Field
  • 11. Backups Define your restore Out of the box Backup-SPFarm strategy first! File system backups How much data loss (RPO)? (14 hive, web.config, ULS) How long to restore (RTO)? IIS Metabase Consider 3rd party Best Free tools first Backup Tool Microsoft DPM SPFarmBackup (CodePlex) Symantec BackupExec Integrated Suites (AvePoint)
  • 12. Demo: Doc Retention & Backups Best Practices and Tips from the Field
  • 13. SQL Settings Best Practices and Tips from the Field
  • 14. SQL Settings Maintenance Plans Server ** Run during off- Settings peak times! MAXDOP to 1 MAXMEM to ~ 80% TempDB Recovery: Simple Optimize for Performance External Maintenance Content DBs DB Fragmentation (3 Health Analyzer Rules) Recovery: Full DBCC SHRINKDATABASE (use rarely) Change Auto-growth
  • 15. Windows Services Best Practices and Tips from the Field
  • 16. Windows Services SQL Server Important SharePoint SQL Server (INSTANCE) W3SVC SQL Server Agent (INSTANCE) C2WTS SPTimerV4 Configuration SQL Server Configuration Configuration Manager Manage Services on Server Use service accounts Configure Service Accounts Other SQL Services Don’t Touch! SSAS; SSIS; SSRS FIMService SQL Server Browser FIMSynchronizationService
  • 17. Demo: SQL Settings & Windows Services Best Practices and Tips from the Field
  • 18. File System Objects Best Practices and Tips from the Field
  • 19. File System Objects “14 hive” (master pages, features, site definitions, etc.): Is the path: C:Program FilesCommon filesMicrosoft SharedWeb Server Extensions14 Logs: This directory contains setup and run-time tracing logs.
  • 20. Permissions Best Practices and Tips from the Field
  • 21. Permissions Pick your strategy and stick with it. SharePoint AD Groups Mixed Groups (more administrative (most common (give users more overhead) strategy) control) Tools CodePlex: SP Permissions Manager Axceler: ControlPoint Quest: Site Administrator
  • 22. Monitoring Best Practices and Tips from the Field
  • 23. Monitoring Be Proactive “Just Do it.” Monitoring can prevent problems from snowballing. Use Tools Several commercial products available from Microsoft, Quest, BMC and others. If you don’t have the budget, use a mix of tools (low cost or free), such as Idera Performance Monitor and Polymon (see notes section for links) Automate You can configure Windows Services to run a script on failure. Write your own PowerShell script to alert you on failure.
  • 24. Search Best Practices and Tips from the Field
  • 25. Search For when you’re also the Search Administrator Problems Solutions Can’t find it Best bets Too many results Metadata (Refiners) Takes too long to check result Preview (Surfray, BA-Insight) No results Check permissions (svc & user) Unexpected results Debug using ULS & raw XML Search sucks Enhancements Can’t find some doc types Install iFilters (PDF, AutoCAD) Can’t search specific system Add Custom Scopes (people)
  • 26. Automation Best Practices and Tips from the Field
  • 27. Automation  Use it for common tasks.  Create reusable scripts  Use to record changes like in web.config.  Use for bulk operations
  • 28. Demo: PowerShell Best Practices and Tips from the Field
  • 29. We want your feedback! Use this QR code or visit: http://sps.la/feedback Silver Sponsors:
  • 30. Victory Lap- social event "SharePoint Victory Lap" Social Event for SPSLA will be at: 5:30pm to 8pm at Di Piazzas (5205 E. Pacific Coast Hwy, 90804)

Notas del editor

  1. Conduct training, monthly even weekly.Support Team: Mold some power users to help you and to be advocates.Productivity Hub SP1 (http://www.microsoft.com/download/en/details.aspx?id=28178)Adoption Kit (http://sharepoint.microsoft.com/iusesharepoint/Pages/get-the-kit.aspx)Distribute a Quick Reference Card, for example http://blog.incworx.com/blog/sharepoint-design-and-sharepoint-branding/download-a-sharepoint-2010-quick-reference or create your own.Have a user group (can be virtual), training blog, or quick videos (bite size)Encourage SharePoint 2010 Training at your desk: http://office.microsoft.com/en-us/sharepoint-server-help/take-sharepoint-server-2010-training-at-your-desk-HA101859255.aspx
  2. Over time, data grows exponentially. Set a strategy to control it before you get too deep underwater.-- demo doc retention on content types, using content type hubs- Create screenshots for backup slides
  3. Resources:Database maintenance for SharePoint 2010: http://www.microsoft.com/download/en/details.aspx?id=24282Database types and descriptions: http://technet.microsoft.com/en-us/library/cc678868.aspxSuggested Max Memory settings: http://www.sqlservercentral.com/blogs/glennberry/2009/10/29/suggested-max-memory-settings-for-sql-server-2005_2F00_2008/Health Analyzer RulesDatabases used by SharePoint have fragmented indicesSearch -One or more property databases have fragmented indices.Search - One or more crawl databases have fragmented indices.
  4. Following are some of the folders in the "14 hive" directory:1) Program Files\\Common files\\Microsoft Shared\\Web Server Extensions\\14 -This directory is the installation directory for core SharePoint Server files.2) Program Files\\Common files\\Microsoft Shared\\Web Server Extensions\\14\\ADMISAPI -This directory contains the soap services for Central Administration. If this directory is altered, remote site creation and other methods exposed in the service will not function correctly. 3) Program Files\\Common files\\Microsoft Shared\\Web Server Extensions\\14\\CONFIG -This directory contains files used to extend IIS Web sites with SharePoint Server. If this directory or its contents are altered, Web application provisioning will not function correctly.4) Program Files\\Common files\\Microsoft Shared\\Web Server Extensions\\14\\LOGS -This directory contains setup and run-time tracing logs. Following are some new folders added in the "14 hive" directory: 1) Program Files\\Common files\\Microsoft Shared\\Web Server Extensions\\Policy -2) Program Files\\Common files\\Microsoft Shared\\Web Server Extensions\\UserCode -This directory contains files used to support your sandboxed solutions. 3) Program Files\\Common files\\Microsoft Shared\\Web Server Extensions\\WebClients -This directory contains files related to the new Client Object Model. 4) Program Files\\Common files\\Microsoft Shared\\Web Server Extensions\\WebServices -This directory contains new wcf or .svc related files.
  5. Resources:SP Permissions Manager - http://permissionsmanager.codeplex.comTools like AxcelerControlPoint help control bulk “permissioning” – http://www.axceler.comQuest Administrator tool provides all-in-one management features - http://www.quest.com
  6. Idera SP Performance Monitor: http://www.idera.com/Free-Tools/Monitor Windows Services - http://polymon.codeplex.com/PowerShell Monitor - http://wiki.wahidsaleemi.com/Pages/Test-Service
  7. Solutions:Best Bets – http://allcomputers.us/windows_server/SharePoint-2010-Search---Tuning-Search-(part-1)---Authoritative-Pages---Result-Removal.aspxRefiners – http://www.sharepointanalysthq.com/2010/06/adding-search-refiners-in-sharepoint-2010/ ; http://osssearchrefinement.codeplex.com/Preview – http://www.bainsight.com ; http://www.surfray.com ; http://thumbextsp.codeplex.com/ ; http://techmikael.blogspot.com/2011/05/document-thumbnails-and-powerpoint.htmlPermissions – http://www.dotnetmafia.com/blogs/dotnettipoftheday/archive/2010/10/19/how-to-properly-set-permissions-on-your-search-crawl-account-in-sharepoint-2010.aspxDebug – http://techmikael.blogspot.com/2010/11/xslt-creation-revisited-for-sharepoint.htmlEnhancements:iFilters – http://support.microsoft.com/kb/2293357 ; http://www.ifiltershop.com/index.htmlCustom Scopes – http://technet.microsoft.com/en-us/library/ee792872.aspxResources:Improve Search Results - http://technet.microsoft.com/en-us/library/cc835623.aspx
  8. Resources:PowerGUI SharePoint Cheat Sheet - http://www.powergui.org/entry.jspa?externalID=2812Modify XML-based files like web.config: http://wiki.wahidsaleemi.com/Pages/Modify_XML